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 |
|---|---|---|---|---|---|---|---|---|
| SPYX | SPDR SERIES TRUST | $10.95万 | 0.03% | 1,792 | 1,792 | — | $10.95万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $10.94万 | 0.03% | 3,478 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $10.91万 | 0.03% | 3,376 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $10.76万 | 0.03% | 1,888 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $10.74万 | 0.03% | 1,033 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $10.62万 | 0.03% | 4,484 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $10.44万 | 0.03% | 491 | 55 | 12.6% | $1.17万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $10.30万 | 0.03% | 2,534 | -37 | -1.4% | -$1,504 | 减仓 |
| TSLA | TESLA INC | $10.26万 | 0.03% | 244 | 13 | 5.6% | $5,468 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $10.21万 | 0.03% | 1,392 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $10.17万 | 0.03% | 3,238 | 0 | 0.0% | — | 不变 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $10.15万 | 0.03% | 2,255 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $10.06万 | 0.03% | 1,988 | -24 | -1.2% | -$1,214 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $9.97万 | 0.03% | 2,246 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $9.85万 | 0.03% | 3,885 | -400 | -9.3% | -$1.01万 | 减仓 |
| DIS | DISNEY WALT CO | $9.80万 | 0.03% | 1,018 | 19 | 1.9% | $1,828 | 加仓 |
| VBR | VANGUARD INDEX FDS | $9.71万 | 0.03% | 400 | -10 | -2.4% | -$2,428 | 减仓 |
| CSX | CSX CORP | $9.70万 | 0.03% | 2,041 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $9.66万 | 0.03% | 1,571 | -24 | -1.5% | -$1,475 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $9.44万 | 0.03% | 2,553 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $9.34万 | 0.03% | 131 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $9.27万 | 0.03% | 3,967 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $9.24万 | 0.03% | 1,875 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $9.05万 | 0.03% | 418 | 0 | 0.0% | — | 不变 |
| UFEB | INNOVATOR ETFS TRUST | $8.96万 | 0.03% | 2,318 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $8.69万 | 0.03% | 2,712 | 1,608 | 145.7% | $5.15万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $8.67万 | 0.02% | 728 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $8.64万 | 0.02% | 2,540 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $8.59万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| PIZ | INVESCO EXCH TRADED FD TR II | $8.58万 | 0.02% | 1,534 | -30 | -1.9% | -$1,677 | 减仓 |
| SBUX | STARBUCKS CORP | $8.40万 | 0.02% | 822 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $8.39万 | 0.02% | 1,847 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $8.38万 | 0.02% | 1,250 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $8.28万 | 0.02% | 2,611 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $8.17万 | 0.02% | 2,008 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $8.07万 | 0.02% | 2,036 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $8.05万 | 0.02% | 2,380 | 0 | 0.0% | — | 不变 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $8.02万 | 0.02% | 1,690 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $7.99万 | 0.02% | 2,457 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $7.98万 | 0.02% | 2,275 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $7.97万 | 0.02% | 2,018 | -170 | -7.8% | -$6,715 | 减仓 |
| LFUS | LITTELFUSE INC | $7.97万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $7.93万 | 0.02% | 70 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $7.73万 | 0.02% | 3,643 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $7.73万 | 0.02% | 2,476 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $7.72万 | 0.02% | 272 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $7.69万 | 0.02% | 2,426 | 0 | 0.0% | — | 不变 |
| BUFB | INNOVATOR ETFS TRUST | $7.63万 | 0.02% | 1,940 | -11 | -0.6% | -$432 | 减仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $7.60万 | 0.02% | 1,698 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $7.58万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $7.54万 | 0.02% | 55 | 0 | 0.0% | — | 不变 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $7.51万 | 0.02% | 1,650 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $7.49万 | 0.02% | 11 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $7.40万 | 0.02% | 216 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $7.34万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $7.31万 | 0.02% | 295 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES TR | $7.31万 | 0.02% | 798 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $7.31万 | 0.02% | 880 | 28 | 3.3% | $2,326 | 加仓 |
| — | INNOVATOR ETFS TRUST | $7.30万 | 0.02% | 2,368 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $7.07万 | 0.02% | 338 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $7.04万 | 0.02% | 389 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $6.94万 | 0.02% | 2,605 | 1,100 | 73.1% | $2.93万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $6.92万 | 0.02% | 2,310 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $6.89万 | 0.02% | 1,802 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $6.83万 | 0.02% | 410 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $6.81万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $6.72万 | 0.02% | 527 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $6.72万 | 0.02% | 2,482 | 0 | 0.0% | — | 不变 |
| CDC | VICTORY PORTFOLIOS II | $6.66万 | 0.02% | 896 | 0 | 0.0% | — | 不变 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $6.64万 | 0.02% | 2,235 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $6.58万 | 0.02% | 236 | 51 | 27.6% | $1.42万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $6.55万 | 0.02% | 214 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $6.55万 | 0.02% | 478 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $6.53万 | 0.02% | 904 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $6.43万 | 0.02% | 2,079 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $6.36万 | 0.02% | 2,320 | 0 | 0.0% | — | 不变 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $6.35万 | 0.02% | 1,360 | -250 | -15.5% | -$1.17万 | 减仓 |
| CRM | SALESFORCE INC | $6.31万 | 0.02% | 403 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $6.21万 | 0.02% | 1,720 | 863 | 100.7% | $3.11万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $6.18万 | 0.02% | 1,519 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $6.18万 | 0.02% | 290 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $6.16万 | 0.02% | 440 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $6.13万 | 0.02% | 2,370 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $6.13万 | 0.02% | 1,026 | -62 | -5.7% | -$3,703 | 减仓 |
| FISV | FISERV INC | $6.11万 | 0.02% | 1,245 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $6.02万 | 0.02% | 390 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $6.00万 | 0.02% | 247 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $5.97万 | 0.02% | 365 | 0 | 0.0% | — | 不变 |
| BUSE | FIRST BUSEY CORP | $5.95万 | 0.02% | 2,016 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $5.94万 | 0.02% | 1,824 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $5.87万 | 0.02% | 714 | 0 | 0.0% | — | 不变 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $5.87万 | 0.02% | 1,245 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $5.83万 | 0.02% | 1,864 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $5.78万 | 0.02% | 3,668 | 0 | 0.0% | — | 不变 |
| IFLN | INVESCO EXCH TRADED FD TR II | $5.71万 | 0.02% | 3,124 | 0 | 0.0% | — | 不变 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $5.70万 | 0.02% | 1,110 | 0 | 0.0% | — | 不变 |
| — | RBB FD INC | $5.70万 | 0.02% | 555 | -50 | -8.3% | -$5,132 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $5.65万 | 0.02% | 115 | 0 | 0.0% | — | 不变 |
| PIPR | PIPER SANDLER COMPANIES | $5.64万 | 0.02% | 780 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $5.59万 | 0.02% | 1,803 | 0 | 0.0% | — | 不变 |