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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $3,194.97万 | 10.59% | 55,355 | -402 | -0.7% | -$23.20万 | 减仓 |
| IJH | ISHARES TR | $1,945.88万 | 6.45% | 288,150 | -5,333 | -1.8% | -$36.01万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,153.83万 | 3.82% | 376,085 | 112 | 0.0% | $3,436 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $956.23万 | 3.17% | 328,264 | -3,591 | -1.1% | -$10.46万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $862.75万 | 2.86% | 170,470 | 9,917 | 6.2% | $50.19万 | 加仓 |
| IWM | ISHARES TR | $765.00万 | 2.54% | 30,847 | -529 | -1.7% | -$13.12万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $746.05万 | 2.47% | 72,173 | 1,668 | 2.4% | $17.24万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $680.62万 | 2.26% | 31,648 | -417 | -1.3% | -$8.97万 | 减仓 |
| IWF | ISHARES TR | $646.49万 | 2.14% | 15,162 | -192 | -1.3% | -$8.19万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $621.43万 | 2.06% | 200,720 | 871 | 0.4% | $2.70万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $465.24万 | 1.54% | 7,154 | -43 | -0.6% | -$2.80万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $416.14万 | 1.38% | 106,812 | 12,298 | 13.0% | $47.91万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $405.85万 | 1.34% | 163,979 | 2,678 | 1.7% | $6.63万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $393.08万 | 1.30% | 135,172 | 1,248 | 0.9% | $3.63万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $390.55万 | 1.29% | 57,198 | 5,019 | 9.6% | $34.27万 | 加仓 |
| AAPL | APPLE INC | $387.52万 | 1.28% | 15,269 | 60 | 0.4% | $1.52万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $351.53万 | 1.16% | 65,916 | 3,918 | 6.3% | $20.89万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $349.65万 | 1.16% | 74,346 | -2,590 | -3.4% | -$12.18万 | 减仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $349.56万 | 1.16% | 82,913 | 3,980 | 5.0% | $16.78万 | 加仓 |
| CAT | CATERPILLAR INC | $322.94万 | 1.07% | 4,558 | -17 | -0.4% | -$1.20万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $314.52万 | 1.04% | 58,904 | -688 | -1.2% | -$3.67万 | 减仓 |
| NOBL | PROSHARES TR | $278.96万 | 0.92% | 26,314 | -1,950 | -6.9% | -$20.67万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $277.48万 | 0.92% | 110,549 | -5,386 | -4.6% | -$13.52万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $248.35万 | 0.82% | 54,871 | 171 | 0.3% | $7,740 | 加仓 |
| DGRW | WISDOMTREE TR | $217.54万 | 0.72% | 24,765 | -1,008 | -3.9% | -$8.85万 | 减仓 |
| IHDG | WISDOMTREE TR | $213.86万 | 0.71% | 44,415 | -3,039 | -6.4% | -$14.63万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $209.07万 | 0.69% | 48,940 | -1 | -0.0% | -$43 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $207.26万 | 0.69% | 22,343 | -1,728 | -7.2% | -$16.03万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $182.91万 | 0.61% | 34,272 | 3,779 | 12.4% | $20.17万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $180.50万 | 0.60% | 19,272 | -365 | -1.9% | -$3.42万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $170.08万 | 0.56% | 35,372 | -328 | -0.9% | -$1.58万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $168.64万 | 0.56% | 49,708 | -1,410 | -2.8% | -$4.78万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $165.13万 | 0.55% | 16,785 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $158.33万 | 0.52% | 12,736 | -65 | -0.5% | -$8,080 | 减仓 |
| NVDA | NVIDIA CORPORATION | $158.24万 | 0.52% | 9,073 | 80 | 0.9% | $1.40万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $153.23万 | 0.51% | 45,374 | -2,250 | -4.7% | -$7.60万 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $152.60万 | 0.51% | 36,576 | 1,152 | 3.3% | $4.81万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $149.78万 | 0.50% | 37,501 | 0 | 0.0% | — | 不变 |
| BFEB | INNOVATOR ETFS TRUST | $144.11万 | 0.48% | 30,210 | -2,093 | -6.5% | -$9.98万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $134.95万 | 0.45% | 33,906 | -945 | -2.7% | -$3.76万 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $134.65万 | 0.45% | 10,499 | -114 | -1.1% | -$1.46万 | 减仓 |
| VDC | VANGUARD WORLD FD | $133.71万 | 0.44% | 5,953 | -14 | -0.2% | -$3,145 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $125.51万 | 0.42% | 34,596 | 1,500 | 4.5% | $5.44万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $122.67万 | 0.41% | 25,070 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $115.10万 | 0.38% | 3,228 | 0 | 0.0% | — | 不变 |
| BJUL | INNOVATOR ETFS TRUST | $112.33万 | 0.37% | 22,608 | -50 | -0.2% | -$2,484 | 减仓 |
| BJUN | INNOVATOR ETFS TRUST | $109.56万 | 0.36% | 23,687 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $108.87万 | 0.36% | 27,611 | 3,793 | 15.9% | $14.96万 | 加仓 |
| MCD | MCDONALDS CORP | $108.11万 | 0.36% | 3,478 | -7 | -0.2% | -$2,176 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $107.64万 | 0.36% | 15,072 | -30 | -0.2% | -$2,142 | 减仓 |
| AVGO | BROADCOM INC | $106.84万 | 0.35% | 3,452 | -73 | -2.1% | -$2.26万 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $106.21万 | 0.35% | 22,134 | -45 | -0.2% | -$2,159 | 减仓 |
| USFR | WISDOMTREE TR | $106.13万 | 0.35% | 21,082 | 761 | 3.7% | $3.83万 | 加仓 |
| IWO | ISHARES TR | $105.06万 | 0.35% | 3,348 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $103.18万 | 0.34% | 1,727 | 21 | 1.2% | $1.25万 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $102.71万 | 0.34% | 18,223 | 0 | 0.0% | — | 不变 |
| BAPR | INNOVATOR ETFS TRUST | $102.28万 | 0.34% | 20,883 | -975 | -4.5% | -$4.78万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $98.18万 | 0.33% | 4,195 | -556 | -11.7% | -$13.01万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $93.57万 | 0.31% | 31,718 | -3,039 | -8.7% | -$8.96万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $92.93万 | 0.31% | 19,024 | -235 | -1.2% | -$1.15万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $92.25万 | 0.31% | 16,518 | -1,830 | -10.0% | -$10.22万 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $90.67万 | 0.30% | 25,013 | -170 | -0.7% | -$6,163 | 减仓 |
| BMAY | INNOVATOR ETFS TRUST | $90.61万 | 0.30% | 20,192 | -440 | -2.1% | -$1.97万 | 减仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $89.96万 | 0.30% | 23,046 | 1,222 | 5.6% | $4.77万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $89.51万 | 0.30% | 21,400 | 0 | 0.0% | — | 不变 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $88.52万 | 0.29% | 17,587 | -99 | -0.6% | -$4,983 | 减仓 |
| BUFP | PGIM ROCK ETF TR | $83.46万 | 0.28% | 28,081 | 4,477 | 19.0% | $13.31万 | 加仓 |
| IVV | ISHARES TR | $83.22万 | 0.28% | 1,274 | -81 | -6.0% | -$5.29万 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $82.31万 | 0.27% | 15,681 | 968 | 6.6% | $5.08万 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $81.74万 | 0.27% | 25,983 | -153 | -0.6% | -$4,813 | 减仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $81.20万 | 0.27% | 24,151 | 119 | 0.5% | $4,001 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $79.72万 | 0.26% | 16,034 | -222 | -1.4% | -$1.10万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $78.83万 | 0.26% | 24,613 | -625 | -2.5% | -$2.00万 | 减仓 |
| NAPR | INNOVATOR ETFS TRUST | $77.75万 | 0.26% | 14,234 | -242 | -1.7% | -$1.32万 | 减仓 |
| PBFR | PGIM ROCK ETF TR | $76.05万 | 0.25% | 26,225 | 1,528 | 6.2% | $4.43万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $75.31万 | 0.25% | 16,325 | 426 | 2.7% | $1.97万 | 加仓 |
| AMZN | AMAZON COM INC | $73.21万 | 0.24% | 3,515 | -100 | -2.8% | -$2.08万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $69.69万 | 0.23% | 2,933 | 1,328 | 82.7% | $31.56万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $69.43万 | 0.23% | 13,150 | -1,585 | -10.8% | -$8.37万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $68.92万 | 0.23% | 20,242 | -2,727 | -11.9% | -$9.28万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $68.28万 | 0.23% | 9,335 | -356 | -3.7% | -$2.60万 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $67.95万 | 0.23% | 20,132 | -348 | -1.7% | -$1.17万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $67.67万 | 0.22% | 11,197 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $67.23万 | 0.22% | 1,816 | 4 | 0.2% | $1,481 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $66.61万 | 0.22% | 11,788 | -625 | -5.0% | -$3.53万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $65.91万 | 0.22% | 14,339 | 0 | 0.0% | — | 不变 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $63.64万 | 0.21% | 12,625 | 2,375 | 23.2% | $11.97万 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $62.38万 | 0.21% | 12,995 | -1,005 | -7.2% | -$4.82万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $60.70万 | 0.20% | 15,137 | -1,635 | -9.7% | -$6.56万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $58.90万 | 0.20% | 10,763 | -100 | -0.9% | -$5,472 | 减仓 |
| VHT | VANGUARD WORLD FD | $57.95万 | 0.19% | 2,128 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $54.70万 | 0.18% | 1,859 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $54.52万 | 0.18% | 4,532 | 0 | 0.0% | — | 不变 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $54.44万 | 0.18% | 24,326 | 786 | 3.3% | $1.76万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $54.41万 | 0.18% | 4,559 | 1 | 0.0% | $119 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $54.34万 | 0.18% | 13,233 | -263 | -1.9% | -$1.08万 | 减仓 |
| — | PGIM ROCK ETF TR | $53.24万 | 0.18% | 17,021 | 1,261 | 8.0% | $3.94万 | 加仓 |
| VO | VANGUARD INDEX FDS | $53.02万 | 0.18% | 1,846 | 488 | 35.9% | $14.02万 | 加仓 |
| AAUA | EA SERIES TRUST | $52.13万 | 0.17% | 10,653 | 10,653 | — | $52.13万 | 新建仓 |
| IAPR | INNOVATOR ETFS TRUST | $51.09万 | 0.17% | 16,133 | -530 | -3.2% | -$1.68万 | 减仓 |