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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $4.96万 | 0.02% | 1,767 | 2 | 0.1% | $56 | 加仓 |
| ECL | ECOLAB INC | $4.92万 | 0.02% | 185 | -2 | -1.1% | -$532 | 减仓 |
| IUSV | ISHARES TR | $4.87万 | 0.02% | 476 | 476 | — | $4.87万 | 新建仓 |
| GLD | SPDR GOLD TR | $4.86万 | 0.02% | 113 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $4.85万 | 0.02% | 211 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $4.81万 | 0.02% | 243 | -189 | -43.8% | -$3.74万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $4.79万 | 0.02% | 115 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $4.78万 | 0.02% | 620 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $4.77万 | 0.02% | 1,598 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $4.73万 | 0.02% | 2,525 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $4.70万 | 0.02% | 712 | 333 | 87.9% | $2.20万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $4.68万 | 0.02% | 1,695 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $4.68万 | 0.02% | 188 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $4.65万 | 0.02% | 271 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $4.64万 | 0.02% | 757 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $4.60万 | 0.02% | 1,559 | 1,559 | — | $4.60万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.59万 | 0.02% | 1,421 | -890 | -38.5% | -$2.87万 | 减仓 |
| EMB | ISHARES TR | $4.58万 | 0.02% | 488 | 488 | — | $4.58万 | 新建仓 |
| TFI | SPDR SERIES TRUST | $4.58万 | 0.02% | 1,010 | 1,010 | — | $4.58万 | 新建仓 |
| YOU | CLEAR SECURE INC | $4.55万 | 0.02% | 940 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $4.51万 | 0.01% | 1,547 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $4.50万 | 0.01% | 297 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $4.49万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $4.47万 | 0.01% | 730 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $4.45万 | 0.01% | 1,001 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $4.44万 | 0.01% | 958 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $4.41万 | 0.01% | 527 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.39万 | 0.01% | 1,402 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.37万 | 0.01% | 1,176 | -155 | -11.6% | -$5,754 | 减仓 |
| — | RBB FD INC | $4.29万 | 0.01% | 848 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $4.26万 | 0.01% | 2,059 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $4.24万 | 0.01% | 324 | 159 | 96.4% | $2.08万 | 加仓 |
| COP | CONOCOPHILLIPS | $4.16万 | 0.01% | 315 | -18 | -5.4% | -$2,376 | 减仓 |
| — | INNOVATOR ETFS TRUST | $4.14万 | 0.01% | 1,385 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $4.12万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.12万 | 0.01% | 1,035 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $4.10万 | 0.01% | 371 | 1 | 0.3% | $110 | 加仓 |
| — | PGIM ROCK ETF TR | $4.10万 | 0.01% | 1,379 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $4.03万 | 0.01% | 714 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $3.93万 | 0.01% | 1,505 | -1,220 | -44.8% | -$3.18万 | 减仓 |
| CFO | VICTORY PORTFOLIOS II | $3.92万 | 0.01% | 529 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $3.87万 | 0.01% | 1,445 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $3.86万 | 0.01% | 302 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $3.76万 | 0.01% | 1,128 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $3.75万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $3.74万 | 0.01% | 533 | 450 | 542.2% | $3.16万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.74万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $3.70万 | 0.01% | 420 | 420 | — | $3.70万 | 新建仓 |
| BX | BLACKSTONE INC | $3.70万 | 0.01% | 322 | 0 | 0.0% | — | 不变 |
| DECW | AIM ETF PRODUCTS TRUST | $3.69万 | 0.01% | 1,105 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $3.67万 | 0.01% | 212 | 84 | 65.6% | $1.45万 | 加仓 |
| MGK | VANGUARD WORLD FD | $3.66万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $3.62万 | 0.01% | 349 | 2 | 0.6% | $207 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $3.61万 | 0.01% | 1,585 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $3.58万 | 0.01% | 713 | -32 | -4.3% | -$1,607 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $3.56万 | 0.01% | 1,531 | 114 | 8.0% | $2,648 | 加仓 |
| ARKK | ARK ETF TR | $3.47万 | 0.01% | 513 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $3.38万 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $3.38万 | 0.01% | 390 | 100 | 34.5% | $8,669 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3.38万 | 0.01% | 254 | 28 | 12.4% | $3,721 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $3.37万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $3.34万 | 0.01% | 1,165 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $3.33万 | 0.01% | 228 | 10 | 4.6% | $1,460 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $3.32万 | 0.01% | 527 | 4 | 0.8% | $252 | 加仓 |
| — | INNOVATOR ETFS TRUST | $3.31万 | 0.01% | 864 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $3.25万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $3.25万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $3.23万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $3.22万 | 0.01% | 1,104 | -150 | -12.0% | -$4,374 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $3.22万 | 0.01% | 379 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $3.21万 | 0.01% | 815 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $3.17万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $3.12万 | 0.01% | 419 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $3.12万 | 0.01% | 626 | 0 | 0.0% | — | 不变 |
| QGRO | AMERICAN CENTY ETF TR | $3.08万 | 0.01% | 293 | 160 | 120.3% | $1.68万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $3.07万 | 0.01% | 1,732 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $3.06万 | 0.01% | 105 | 30 | 40.0% | $8,751 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $3.04万 | 0.01% | 66 | 1 | 1.5% | $461 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $3.00万 | 0.01% | 857 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.98万 | 0.01% | 810 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.98万 | 0.01% | 1,080 | 1,080 | — | $2.98万 | 新建仓 |
| AOR | ISHARES TR | $2.96万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $2.92万 | 0.01% | 958 | 4 | 0.4% | $122 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.91万 | 0.01% | 1,313 | 1,061 | 421.0% | $2.35万 | 加仓 |
| BLK | BLACKROCK INC | $2.89万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. | $2.86万 | 0.01% | 1,550 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.84万 | 0.01% | 734 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.82万 | 0.01% | 1,311 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $2.79万 | 0.01% | 445 | -56 | -11.2% | -$3,511 | 减仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $2.76万 | 0.01% | 505 | -315 | -38.4% | -$1.72万 | 减仓 |
| TRGP | TARGA RES CORP | $2.71万 | 0.01% | 108 | 108 | — | $2.71万 | 新建仓 |
| OEF | ISHARES TR | $2.67万 | 0.01% | 84 | -95 | -53.1% | -$3.02万 | 减仓 |
| MAS | MASCO CORP | $2.67万 | 0.01% | 442 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $2.65万 | 0.01% | 502 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $2.63万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $2.62万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| — | ESPERION THERAPEUTICS INC NE | $2.58万 | 0.01% | 9,430 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.57万 | 0.01% | 1,167 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $2.56万 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $2.55万 | 0.01% | 361 | 1 | 0.3% | $71 | 加仓 |