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 |
|---|---|---|---|---|---|---|---|---|
| — | ELEVATION SERIES TRUST | $1,229 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AMC | AMC ENTMT HLDGS INC | $1,199 | 0.00% | 631 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $1,156 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1,155 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| UCTT | ULTRA CLEAN HLDGS INC | $1,141 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $1,140 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1,123 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $1,116 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SYLD | CAMBRIA ETF TR | $1,108 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $1,106 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| REM | ISHARES TR | $1,103 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $1,093 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $1,091 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $1,090 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $1,086 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $1,084 | 0.00% | 40 | 40 | — | $1,084 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $1,079 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $1,078 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GNMA | ISHARES TR | $1,062 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $1,057 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | PGIM ETF TR | $1,022 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $1,022 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| PTLO | PORTILLOS INC | $1,020 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST INC | $1,016 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,014 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $1,010 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $1,009 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LOUP | INNOVATOR ETFS TRUST | $986 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $972 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $969 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $967 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $962 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $960 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $956 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $955 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $947 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $946 | 0.00% | 25 | -28 | -52.8% | -$1,060 | 减仓 |
| — | VANECK ETF TRUST | $931 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $918 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $913 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $895 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $891 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $887 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ERO | ERO COPPER CORP | $883 | 0.00% | 33 | 33 | — | $883 | 新建仓 |
| NRG | NRG ENERGY INC | $877 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $834 | 0.00% | 21 | -10 | -32.3% | -$397 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $823 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GCOW | PACER FDS TR | $822 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| UTES | ETFIS SER TR I | $818 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $817 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $817 | 0.00% | 7 | 7 | — | $817 | 新建仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $803 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $798 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $796 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $795 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $789 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $776 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| EYLD | CAMBRIA ETF TR | $772 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $769 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $756 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $752 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $747 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $726 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SDOG | ALPS ETF TR | $725 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $722 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $714 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $691 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $690 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $671 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $670 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PFFA | ETFIS SER TR I | $659 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $659 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $654 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $646 | 0.00% | 6 | -18 | -75.0% | -$1,938 | 减仓 |
| — | PROSHARES TR | $646 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $637 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $635 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| STGW | STAGWELL INC | $632 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $621 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| LVHI | LEGG MASON ETF INVT | $609 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $597 | 0.00% | 15 | 15 | — | $597 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $577 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $574 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| OUSM | ALPS ETF TR | $571 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $569 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $568 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO EXCHANGE TRADED FD T | $567 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $564 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $564 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC | $556 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $546 | 0.00% | 5 | 2 | 66.7% | $218 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $538 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $538 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $536 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $531 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $527 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $520 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| TSEC | TOUCHSTONE ETF TRUST | $517 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SIO | TOUCHSTONE ETF TRUST | $514 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $509 | 0.00% | 20 | 0 | 0.0% | — | 不变 |