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 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | $5.53万 | 0.02% | 573 | -17 | -2.9% | -$1,639 | 减仓 |
| — | EXXON MOBIL CORP | $5.50万 | 0.02% | 402 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $5.46万 | 0.02% | 188 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $5.40万 | 0.02% | 1,559 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $5.39万 | 0.02% | 663 | -49 | -6.9% | -$3,981 | 减仓 |
| — | PGIM ROCK ETF TR | $5.34万 | 0.02% | 1,744 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5.26万 | 0.02% | 1,598 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $5.24万 | 0.02% | 476 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $5.24万 | 0.02% | 940 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $5.16万 | 0.01% | 1,695 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $5.15万 | 0.01% | 716 | 4 | 0.6% | $288 | 加仓 |
| — | INNOVATOR ETFS TRUST | $5.15万 | 0.01% | 2,525 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $5.13万 | 0.01% | 1,515 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $5.03万 | 0.01% | 1,215 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $4.98万 | 0.01% | 748 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $4.84万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $4.78万 | 0.01% | 302 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $4.78万 | 0.01% | 1,547 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $4.76万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $4.75万 | 0.01% | 825 | 3 | 0.4% | $173 | 加仓 |
| WM | WASTE MGMT INC DEL | $4.70万 | 0.01% | 211 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.68万 | 0.01% | 1,421 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $4.64万 | 0.01% | 372 | 1 | 0.3% | $125 | 加仓 |
| DVY | ISHARES TR | $4.64万 | 0.01% | 297 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.60万 | 0.01% | 1,176 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $4.57万 | 0.01% | 271 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $4.55万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $4.53万 | 0.01% | 2,059 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $4.52万 | 0.01% | 958 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $4.51万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $4.49万 | 0.01% | 1,001 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $4.48万 | 0.01% | 1,379 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $4.46万 | 0.01% | 527 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.44万 | 0.01% | 1,402 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $4.44万 | 0.01% | 620 | 0 | 0.0% | — | 不变 |
| — | RBB FD INC | $4.38万 | 0.01% | 848 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $4.33万 | 0.01% | 1,385 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. | $4.24万 | 0.01% | 1,550 | 0 | 0.0% | — | 不变 |
| CFO | VICTORY PORTFOLIOS II | $4.24万 | 0.01% | 529 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.23万 | 0.01% | 1,035 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $4.20万 | 0.01% | 1,744 | -23 | -1.3% | -$554 | 减仓 |
| ARKK | ARK ETF TR | $4.15万 | 0.01% | 513 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $4.14万 | 0.01% | 349 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $4.11万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $4.10万 | 0.01% | 324 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $4.04万 | 0.01% | 533 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $4.02万 | 0.01% | 256 | -156 | -37.9% | -$2.45万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $4.00万 | 0.01% | 445 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $3.98万 | 0.01% | 1,585 | 0 | 0.0% | — | 不变 |
| DECW | AIM ETF PRODUCTS TRUST | $3.94万 | 0.01% | 1,105 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $3.93万 | 0.01% | 627 | 1 | 0.2% | $63 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $3.91万 | 0.01% | 379 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $3.89万 | 0.01% | 366 | -1,748 | -82.7% | -$18.58万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $3.88万 | 0.01% | 730 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $3.84万 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.81万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $3.79万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $3.79万 | 0.01% | 322 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $3.74万 | 0.01% | 296 | 1 | 0.3% | $126 | 加仓 |
| — | GLOBAL X FDS | $3.69万 | 0.01% | 958 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $3.60万 | 0.01% | 442 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $3.56万 | 0.01% | 1,540 | 9 | 0.6% | $208 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $3.52万 | 0.01% | 531 | 4 | 0.8% | $265 | 加仓 |
| — | INNOVATOR ETFS TRUST | $3.52万 | 0.01% | 864 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $3.47万 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $3.47万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $3.46万 | 0.01% | 271 | -1,478 | -84.5% | -$18.89万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $3.46万 | 0.01% | 293 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $3.44万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $3.43万 | 0.01% | 815 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $3.43万 | 0.01% | 93 | -20 | -17.7% | -$7,368 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $3.39万 | 0.01% | 220 | -8 | -3.5% | -$1,232 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $3.38万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $3.25万 | 0.01% | 313 | -2 | -0.6% | -$208 | 减仓 |
| GM | GENERAL MTRS CO | $3.23万 | 0.01% | 419 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $3.22万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $3.19万 | 0.01% | 1,313 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $3.18万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $3.18万 | 0.01% | 117 | 25 | 27.2% | $6,800 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $3.10万 | 0.01% | 1,732 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $3.07万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $3.06万 | 0.01% | 810 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $3.06万 | 0.01% | 722 | 9 | 1.3% | $381 | 加仓 |
| MET | METLIFE INC | $3.05万 | 0.01% | 361 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $3.05万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $3.05万 | 0.01% | 734 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $3.05万 | 0.01% | 1,080 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORP | $3.04万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $3.04万 | 0.01% | 1,311 | 0 | 0.0% | — | 不变 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $3.02万 | 0.01% | 530 | 25 | 5.0% | $1,426 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $2.93万 | 0.01% | 757 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $2.93万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $2.92万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $2.90万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $2.89万 | 0.01% | 416 | -44 | -9.6% | -$3,058 | 减仓 |
| BLK | BLACKROCK INC | $2.89万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $2.86万 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $2.86万 | 0.01% | 1,165 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $2.83万 | 0.01% | 172 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $2.81万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |