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 |
|---|---|---|---|---|---|---|---|---|
| NOC | NORTHROP GRUMMAN CORP | $2.80万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| BITQ | BITWISE FUNDS TRUST | $2.80万 | 0.01% | 1,142 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.79万 | 0.01% | 1,167 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $2.79万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $2.77万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $2.77万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.75万 | 0.01% | 995 | -450 | -31.1% | -$1.24万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2.73万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $2.67万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.63万 | 0.01% | 751 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.62万 | 0.01% | 950 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $2.61万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| UFO | PROCURE ETF TRUST II | $2.53万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $2.45万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $2.43万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.41万 | 0.01% | 706 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $2.34万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $2.29万 | 0.01% | 502 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $2.28万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $2.27万 | 0.01% | 393 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.23万 | 0.01% | 435 | 10 | 2.4% | $512 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $2.19万 | 0.01% | 1,005 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $2.19万 | 0.01% | 578 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $2.17万 | 0.01% | 548 | -12 | -2.1% | -$476 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $2.17万 | 0.01% | 680 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $2.15万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $2.15万 | 0.01% | 1,547 | 0 | 0.0% | — | 不变 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $2.13万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $2.12万 | 0.01% | 440 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $2.10万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $2.09万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $2.09万 | 0.01% | 1,129 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $2.06万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $2.06万 | 0.01% | 387 | 0 | 0.0% | — | 不变 |
| CSHI | NEOS ETF TRUST | $2.04万 | 0.01% | 410 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.02万 | 0.01% | 675 | 675 | — | $2.02万 | 新建仓 |
| IUSG | ISHARES TR | $2.01万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $1.97万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $1.95万 | 0.01% | 450 | -165 | -26.8% | -$7,135 | 减仓 |
| SLYV | SPDR SERIES TRUST | $1.94万 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $1.93万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1.91万 | 0.01% | 315 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $1.91万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $1.91万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $1.89万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $1.89万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $1.87万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.83万 | 0.01% | 239 | 0 | 0.0% | — | 不变 |
| FIGB | FIDELITY MERRIMACK STR TR | $1.82万 | 0.01% | 425 | -5 | -1.2% | -$214 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $1.81万 | 0.01% | 321 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $1.81万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $1.80万 | 0.01% | 661 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1.80万 | 0.01% | 148 | -531 | -78.2% | -$6.45万 | 减仓 |
| IWC | ISHARES TR | $1.78万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $1.72万 | 0.00% | 151 | 151 | — | $1.72万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.72万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $1.70万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $1.69万 | 0.00% | 466 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $1.68万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $1.65万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $1.65万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $1.64万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $1.63万 | 0.00% | 598 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $1.63万 | 0.00% | 516 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $1.62万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $1.61万 | 0.00% | 795 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $1.59万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.58万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1.58万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| — | NUSHARES ETF TR | $1.57万 | 0.00% | 484 | -88 | -15.4% | -$2,848 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $1.56万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $1.56万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $1.55万 | 0.00% | 1,414 | 0 | 0.0% | — | 不变 |
| — | GLADSTONE INVT CORP | $1.55万 | 0.00% | 1,005 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.53万 | 0.00% | 503 | 503 | — | $1.53万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.51万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $1.51万 | 0.00% | 637 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $1.48万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.48万 | 0.00% | 538 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $1.48万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $1.45万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $1.39万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $1.39万 | 0.00% | 62 | -40 | -39.2% | -$8,956 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $1.37万 | 0.00% | 62 | 62 | — | $1.37万 | 新建仓 |
| ITB | ISHARES TR | $1.36万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $1.36万 | 0.00% | 100 | -200 | -66.7% | -$2.71万 | 减仓 |
| ILMN | ILLUMINA INC | $1.34万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| PBR/A | PETROLEO BRASILEIRO S A | $1.33万 | 0.00% | 908 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $1.31万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $1.31万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| ARKX | ARK ETF TR | $1.30万 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.29万 | 0.00% | 389 | 10 | 2.6% | $333 | 加仓 |
| ARKG | ARK ETF TR | $1.28万 | 0.00% | 304 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.27万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $1.27万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.27万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $1.26万 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1.20万 | 0.00% | 70 | 70 | — | $1.20万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $1.19万 | 0.00% | 405 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $1.19万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |