DHJJ Financial Advisors, Ltd.
NAPERVILLE IL · SEC CIK 0001844716
$3.47亿2026Q2 申报市值
1,081持仓数
39.8%前十大占比 · 第一大 11.8%
38 / 38新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JPST 加仓+$200.17万
USFR 加仓+$180.20万
SCHD 加仓+$93.80万
MGK 加仓+$77.56万
MOAT 加仓+$51.46万
2026Q2 卖出最多 按季末市值估算
CAT 减仓-$319.66万
XSHQ 减仓-$82.49万
IEFA 减仓-$19.96万
VONG 减仓-$18.89万
VONV 减仓-$18.58万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $21.45万 | 0.06% | 624 | 1 | 0.2% | $344 | 加仓 |
| — | INNOVATOR ETFS TRUST | $21.44万 | 0.06% | 7,066 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $21.15万 | 0.06% | 5,267 | -265 | -4.8% | -$1.06万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $20.87万 | 0.06% | 4,063 | -1 | -0.0% | -$51 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $20.80万 | 0.06% | 5,022 | -66 | -1.3% | -$2,734 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $20.70万 | 0.06% | 5,439 | 2 | 0.0% | $76 | 加仓 |
| — | INNOVATOR ETFS TRUST | $20.67万 | 0.06% | 6,431 | -100 | -1.5% | -$3,214 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.50万 | 0.06% | 4,615 | 391 | 9.3% | $1.74万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $20.45万 | 0.06% | 4,907 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $20.41万 | 0.06% | 3,711 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $20.32万 | 0.06% | 6,495 | 0 | 0.0% | — | 不变 |
| APRW | AIM ETF PRODUCTS TRUST | $20.16万 | 0.06% | 5,428 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $20.10万 | 0.06% | 10,073 | 713 | 7.6% | $1.42万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $19.78万 | 0.06% | 3,719 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $19.59万 | 0.06% | 9,779 | 9,779 | — | $19.59万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $19.40万 | 0.06% | 10,007 | 10,007 | — | $19.40万 | 新建仓 |
| GE | GE AEROSPACE | $19.40万 | 0.06% | 519 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $19.12万 | 0.06% | 6,116 | -558 | -8.4% | -$1.74万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $18.93万 | 0.05% | 6,231 | -955 | -13.3% | -$2.90万 | 减仓 |
| GLW | CORNING INC | $18.93万 | 0.05% | 741 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $18.78万 | 0.05% | 6,225 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $18.49万 | 0.05% | 4,626 | -100 | -2.1% | -$3,998 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $18.43万 | 0.05% | 4,155 | -329 | -7.3% | -$1.46万 | 减仓 |
| NOW | SERVICENOW INC | $18.42万 | 0.05% | 1,855 | 0 | 0.0% | — | 不变 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $18.30万 | 0.05% | 4,378 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $18.13万 | 0.05% | 6,528 | -200 | -3.0% | -$5,555 | 减仓 |
| EZM | WISDOMTREE TR | $17.96万 | 0.05% | 2,370 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $17.93万 | 0.05% | 1,532 | 952 | 164.1% | $11.14万 | 加仓 |
| JSMD | JANUS DETROIT STR TR | $17.93万 | 0.05% | 1,771 | 1,771 | — | $17.93万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $17.87万 | 0.05% | 5,640 | -45 | -0.8% | -$1,426 | 减仓 |
| CVX | CHEVRON CORPORATION | $17.70万 | 0.05% | 1,068 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $17.64万 | 0.05% | 2,129 | -1,199 | -36.0% | -$9.93万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $17.62万 | 0.05% | 3,827 | -351 | -8.4% | -$1.62万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $17.52万 | 0.05% | 1,325 | 1,325 | — | $17.52万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $17.42万 | 0.05% | 6,139 | 0 | 0.0% | — | 不变 |
| JULW | AIM ETF PRODUCTS TRUST | $16.85万 | 0.05% | 4,128 | -330 | -7.4% | -$1.35万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $16.63万 | 0.05% | 3,418 | 100 | 3.0% | $4,865 | 加仓 |
| WTFC | WINTRUST FINL CORP | $16.60万 | 0.05% | 1,033 | 0 | 0.0% | — | 不变 |
| UMAR | INNOVATOR ETFS TRUST | $16.53万 | 0.05% | 3,914 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $16.51万 | 0.05% | 4,587 | 36 | 0.8% | $1,296 | 加仓 |
| PG | PROCTER & GAMBLE CO | $16.39万 | 0.05% | 1,118 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $16.29万 | 0.05% | 5,045 | -360 | -6.7% | -$1.16万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $16.26万 | 0.05% | 3,935 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $16.09万 | 0.05% | 4,319 | 584 | 15.6% | $2.18万 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $15.91万 | 0.05% | 4,115 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $15.90万 | 0.05% | 6,060 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $15.90万 | 0.05% | 401 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $15.85万 | 0.05% | 4,580 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $15.84万 | 0.05% | 3,719 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $15.76万 | 0.05% | 3,688 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $15.59万 | 0.04% | 167 | 57 | 51.8% | $5.32万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $15.58万 | 0.04% | 2,905 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $15.56万 | 0.04% | 1,611 | -2,067 | -56.2% | -$19.96万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $15.56万 | 0.04% | 4,160 | -505 | -10.8% | -$1.89万 | 减仓 |
| DE | DEERE & CO | $15.54万 | 0.04% | 245 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $15.38万 | 0.04% | 152 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $15.21万 | 0.04% | 446 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $15.16万 | 0.04% | 4,848 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $15.12万 | 0.04% | 1,287 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $15.06万 | 0.04% | 5,557 | -50 | -0.9% | -$1,355 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $14.92万 | 0.04% | 1,656 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $14.80万 | 0.04% | 1,320 | 26 | 2.0% | $2,914 | 加仓 |
| REZ | ISHARES TR | $14.65万 | 0.04% | 1,547 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $14.61万 | 0.04% | 519 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $14.46万 | 0.04% | 5,249 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $14.42万 | 0.04% | 2,416 | -17 | -0.7% | -$1,015 | 减仓 |
| — | INNOVATOR ETFS TRUST | $14.31万 | 0.04% | 4,763 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $14.20万 | 0.04% | 1,718 | 26 | 1.5% | $2,149 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $14.03万 | 0.04% | 5,640 | -202 | -3.5% | -$5,026 | 减仓 |
| — | PGIM ROCK ETF TR | $14.00万 | 0.04% | 4,538 | 1,551 | 51.9% | $4.78万 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $13.99万 | 0.04% | 3,356 | 605 | 22.0% | $2.52万 | 加仓 |
| DSI | ISHARES TR | $13.67万 | 0.04% | 960 | 0 | 0.0% | — | 不变 |
| JOET | VIRTUS ETF TR II | $13.63万 | 0.04% | 2,946 | 28 | 1.0% | $1,296 | 加仓 |
| NKE | NIKE INC | $13.42万 | 0.04% | 3,269 | -250 | -7.1% | -$1.03万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $13.01万 | 0.04% | 736 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $12.99万 | 0.04% | 1,586 | 4 | 0.3% | $328 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $12.90万 | 0.04% | 2,732 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $12.88万 | 0.04% | 4,229 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $12.84万 | 0.04% | 457 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $12.70万 | 0.04% | 1,516 | -25 | -1.6% | -$2,094 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $12.66万 | 0.04% | 801 | 1 | 0.1% | $158 | 加仓 |
| IJK | ISHARES TR | $12.55万 | 0.04% | 1,068 | 0 | 0.0% | — | 不变 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $12.40万 | 0.04% | 3,777 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $12.23万 | 0.04% | 240 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $12.13万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $12.12万 | 0.03% | 3,491 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $12.07万 | 0.03% | 4,217 | -440 | -9.4% | -$1.26万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $12.02万 | 0.03% | 3,424 | 2,296 | 203.5% | $8.06万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $11.98万 | 0.03% | 348 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $11.91万 | 0.03% | 3,821 | 2,010 | 111.0% | $6.27万 | 加仓 |
| IJJ | ISHARES TR | $11.79万 | 0.03% | 798 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $11.59万 | 0.03% | 257 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $11.55万 | 0.03% | 319 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $11.48万 | 0.03% | 2,587 | -268 | -9.4% | -$1.19万 | 减仓 |
| SPGI | S&P GLOBAL INC | $11.44万 | 0.03% | 281 | 0 | 0.0% | — | 不变 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $11.23万 | 0.03% | 2,225 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $11.13万 | 0.03% | 4,442 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $11.09万 | 0.03% | 5,048 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $11.00万 | 0.03% | 1,769 | -201 | -10.2% | -$1.25万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $10.96万 | 0.03% | 1,750 | -29 | -1.6% | -$1,816 | 减仓 |