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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHNG TRADED FD VI | $2.54万 | 0.01% | 751 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.54万 | 0.01% | 950 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $2.48万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2.48万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $2.47万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $2.46万 | 0.01% | 315 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $2.45万 | 0.01% | 172 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $2.39万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $2.39万 | 0.01% | 615 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $2.35万 | 0.01% | 637 | 637 | — | $2.35万 | 新建仓 |
| MIDD | MIDDLEBY CORP | $2.35万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $2.33万 | 0.01% | 122 | 1 | 0.8% | $191 | 加仓 |
| — | HONEYWELL INTL INC | $2.31万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $2.28万 | 0.01% | 680 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $2.28万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $2.27万 | 0.01% | 393 | 0 | 0.0% | — | 不变 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $2.26万 | 0.01% | 1,005 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.26万 | 0.01% | 706 | 0 | 0.0% | — | 不变 |
| UFO | PROCURE ETF TRUST II | $2.24万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $2.23万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $2.17万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| BITQ | BITWISE FUNDS TRUST | $2.15万 | 0.01% | 1,142 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $2.14万 | 0.01% | 560 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $2.14万 | 0.01% | 516 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $2.06万 | 0.01% | 387 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $2.06万 | 0.01% | 440 | 81 | 22.6% | $3,788 | 加仓 |
| CSHI | NEOS ETF TRUST | $2.04万 | 0.01% | 410 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $2.03万 | 0.01% | 1,129 | 700 | 163.2% | $1.26万 | 加仓 |
| LOW | LOWES COS INC | $2.01万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $2.00万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $1.99万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $1.93万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.93万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $1.92万 | 0.01% | 578 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $1.90万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $1.88万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $1.87万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $1.87万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| FIGB | FIDELITY MERRIMACK STR TR | $1.85万 | 0.01% | 430 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $1.85万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $1.84万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $1.79万 | 0.01% | 795 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1.79万 | 0.01% | 1,547 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $1.75万 | 0.01% | 661 | 261 | 65.2% | $6,921 | 加仓 |
| — | QORVO INC | $1.74万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.74万 | 0.01% | 239 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $1.74万 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $1.73万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| PBR/A | PETROLEO BRASILEIRO S A | $1.70万 | 0.01% | 908 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $1.68万 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $1.67万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $1.66万 | 0.01% | 633 | 633 | — | $1.66万 | 新建仓 |
| IUSG | ISHARES TR | $1.66万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.62万 | 0.01% | 448 | 218 | 94.8% | $7,875 | 加仓 |
| — | PGIM ROCK ETF TR | $1.60万 | 0.01% | 598 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1.59万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.58万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $1.58万 | 0.01% | 302 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $1.56万 | 0.01% | 341 | 243 | 248.0% | $1.12万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.56万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| — | NUSHARES ETF TR | $1.55万 | 0.01% | 572 | -1,800 | -75.9% | -$4.89万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $1.54万 | 0.01% | 466 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $1.52万 | 0.01% | 104 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $1.49万 | 0.00% | 321 | 321 | — | $1.49万 | 新建仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $1.48万 | 0.00% | 783 | 783 | — | $1.48万 | 新建仓 |
| P | EVERPURE INC | $1.48万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $1.47万 | 0.00% | 1,414 | 1,414 | — | $1.47万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $1.46万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $1.46万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.46万 | 0.00% | 379 | 25 | 7.1% | $961 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $1.45万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $1.45万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.43万 | 0.00% | 538 | 0 | 0.0% | — | 不变 |
| — | GLADSTONE INVT CORP | $1.43万 | 0.00% | 1,005 | 1,000 | 20,000.0% | $1.42万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1.43万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $1.42万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $1.42万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $1.39万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $1.37万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $1.37万 | 0.00% | 637 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $1.36万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $1.36万 | 0.00% | 135 | 135 | — | $1.36万 | 新建仓 |
| EMLC | VANECK ETF TRUST | $1.35万 | 0.00% | 539 | 539 | — | $1.35万 | 新建仓 |
| NVT | NVENT ELEC PLC | $1.35万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $1.30万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $1.30万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $1.26万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $1.25万 | 0.00% | 175 | 1 | 0.6% | $72 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.24万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.23万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $1.22万 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.19万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $1.18万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $1.18万 | 0.00% | 410 | -20 | -4.7% | -$574 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1.17万 | 0.00% | 405 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $1.16万 | 0.00% | 146 | 146 | — | $1.16万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $1.15万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.14万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $1.14万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| ARKX | ARK ETF TR | $1.12万 | 0.00% | 380 | 0 | 0.0% | — | 不变 |