DHJJ Financial Advisors, Ltd.
NAPERVILLE IL · SEC CIK 0001844716
$3.02亿2026Q1 申报市值
1,080持仓数
38.4%前十大占比 · 第一大 10.6%
57 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAUA 新建仓+$52.13万
JPST 加仓+$50.19万
DFAI 加仓+$47.91万
RDVY 加仓+$34.27万
QQQM 加仓+$31.56万
2026Q1 卖出最多 按季末市值估算
IJH 减仓-$36.01万
QQQ 减仓-$23.20万
NOBL 减仓-$20.67万
FTCS 减仓-$16.03万
IHDG 减仓-$14.63万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | PGIM ROCK ETF TR | $8.92万 | 0.03% | 2,987 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $8.91万 | 0.03% | 410 | 27 | 7.0% | $5,865 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $8.86万 | 0.03% | 1,595 | -35 | -2.1% | -$1,943 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $8.82万 | 0.03% | 1,875 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $8.59万 | 0.03% | 231 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $8.54万 | 0.03% | 3,967 | 3,757 | 1,789.0% | $8.09万 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $8.41万 | 0.03% | 2,318 | 1,093 | 89.2% | $3.97万 | 加仓 |
| CSX | CSX CORP | $8.38万 | 0.03% | 2,041 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $8.36万 | 0.03% | 436 | 39 | 9.8% | $7,479 | 加仓 |
| USIG | ISHARES TR | $8.34万 | 0.03% | 1,627 | 1,627 | — | $8.34万 | 新建仓 |
| BA | BOEING CO | $8.32万 | 0.03% | 418 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $8.21万 | 0.03% | 865 | 865 | — | $8.21万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $8.15万 | 0.03% | 2,188 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $8.13万 | 0.03% | 2,540 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $8.04万 | 0.03% | 1,802 | -309 | -14.6% | -$1.38万 | 减仓 |
| AZN | ASTRAZENECA PLC | $7.89万 | 0.03% | 400 | 400 | — | $7.89万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $7.84万 | 0.03% | 1,392 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $7.80万 | 0.03% | 2,275 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $7.77万 | 0.03% | 478 | 0 | 0.0% | — | 不变 |
| PIZ | INVESCO EXCH TRADED FD TR II | $7.75万 | 0.03% | 1,564 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $7.71万 | 0.03% | 1,250 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $7.70万 | 0.03% | 750 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $7.61万 | 0.03% | 2,036 | -125 | -5.8% | -$4,675 | 减仓 |
| CRM | SALESFORCE INC | $7.52万 | 0.02% | 403 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $7.50万 | 0.02% | 1,847 | -176 | -8.7% | -$7,149 | 减仓 |
| — | INNOVATOR ETFS TRUST | $7.48万 | 0.02% | 3,643 | 500 | 15.9% | $1.03万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $7.44万 | 0.02% | 2,380 | -145 | -5.7% | -$4,536 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $7.43万 | 0.02% | 1,690 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $7.38万 | 0.02% | 2,611 | 748 | 40.2% | $2.11万 | 加仓 |
| — | PGIM ROCK ETF TR | $7.37万 | 0.02% | 2,457 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $7.36万 | 0.02% | 822 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $7.25万 | 0.02% | 11 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $7.22万 | 0.02% | 2,008 | -309 | -13.3% | -$1.11万 | 减仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $7.20万 | 0.02% | 1,698 | 825 | 94.5% | $3.50万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $7.15万 | 0.02% | 446 | 440 | 7,333.3% | $7.05万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $7.11万 | 0.02% | 410 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $7.05万 | 0.02% | 131 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $7.03万 | 0.02% | 728 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $7.02万 | 0.02% | 2,476 | 0 | 0.0% | — | 不变 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $7.02万 | 0.02% | 1,650 | 0 | 0.0% | — | 不变 |
| BUFB | INNOVATOR ETFS TRUST | $7.01万 | 0.02% | 1,951 | -310 | -13.7% | -$1.11万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $6.99万 | 0.02% | 1,610 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $6.99万 | 0.02% | 852 | -157 | -15.6% | -$1.29万 | 减仓 |
| LII | LENNOX INTL INC | $6.96万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $6.95万 | 0.02% | 2,426 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $6.95万 | 0.02% | 1,245 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $6.91万 | 0.02% | 272 | 270 | 13,500.0% | $6.86万 | 加仓 |
| REGL | PROSHARES TR | $6.90万 | 0.02% | 798 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $6.82万 | 0.02% | 402 | -7 | -1.7% | -$1,188 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $6.80万 | 0.02% | 679 | 679 | — | $6.80万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $6.72万 | 0.02% | 2,310 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $6.71万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $6.68万 | 0.02% | 2,368 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $6.56万 | 0.02% | 2,482 | 1,875 | 308.9% | $4.96万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $6.54万 | 0.02% | 330 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $6.52万 | 0.02% | 216 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $6.50万 | 0.02% | 1,088 | -141 | -11.5% | -$8,429 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $6.43万 | 0.02% | 389 | 0 | 0.0% | — | 不变 |
| — | MASIMO CORP | $6.40万 | 0.02% | 360 | 0 | 0.0% | — | 不变 |
| CDC | VICTORY PORTFOLIOS II | $6.40万 | 0.02% | 896 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $6.35万 | 0.02% | 290 | 0 | 0.0% | — | 不变 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $6.26万 | 0.02% | 2,235 | -85 | -3.7% | -$2,380 | 减仓 |
| — | INNOVATOR ETFS TRUST | $6.24万 | 0.02% | 2,320 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $6.20万 | 0.02% | 527 | 0 | 0.0% | — | 不变 |
| — | RBB FD INC | $6.18万 | 0.02% | 605 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $6.07万 | 0.02% | 854 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $6.05万 | 0.02% | 55 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $6.03万 | 0.02% | 2,079 | 0 | 0.0% | — | 不变 |
| PIPR | PIPER SANDLER COMPANIES | $5.97万 | 0.02% | 780 | 585 | 300.0% | $4.48万 | 加仓 |
| LFUS | LITTELFUSE INC | $5.94万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $5.92万 | 0.02% | 295 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $5.91万 | 0.02% | 1,519 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $5.88万 | 0.02% | 2,370 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $5.70万 | 0.02% | 412 | 166 | 67.5% | $2.30万 | 加仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $5.61万 | 0.02% | 3,124 | 4 | 0.1% | $72 | 加仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $5.59万 | 0.02% | 1,245 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $5.57万 | 0.02% | 338 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $5.54万 | 0.02% | 904 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $5.51万 | 0.02% | 214 | -10 | -4.5% | -$2,574 | 减仓 |
| — | PGIM ROCK ETF TR | $5.48万 | 0.02% | 1,811 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $5.44万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $5.42万 | 0.02% | 712 | -50 | -6.6% | -$3,804 | 减仓 |
| ITA | ISHARES TR | $5.41万 | 0.02% | 247 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $5.40万 | 0.02% | 1,824 | 0 | 0.0% | — | 不变 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $5.32万 | 0.02% | 1,110 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $5.27万 | 0.02% | 580 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $5.23万 | 0.02% | 590 | 17 | 3.0% | $1,508 | 加仓 |
| RKT | ROCKET COS INC | $5.23万 | 0.02% | 3,668 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $5.21万 | 0.02% | 1,803 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $5.17万 | 0.02% | 1,215 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $5.17万 | 0.02% | 1,864 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $5.16万 | 0.02% | 365 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $5.15万 | 0.02% | 390 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $5.10万 | 0.02% | 70 | 0 | 0.0% | — | 不变 |
| BUSE | FIRST BUSEY CORP | $5.09万 | 0.02% | 2,016 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $5.02万 | 0.02% | 1,744 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $5.01万 | 0.02% | 748 | -594 | -44.3% | -$3.98万 | 减仓 |
| C | CITIGROUP INC | $4.99万 | 0.02% | 440 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $4.99万 | 0.02% | 822 | 3 | 0.4% | $182 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.97万 | 0.02% | 1,515 | 1,515 | — | $4.97万 | 新建仓 |