Dunhill Financial, LLC
LONDON X0 · SEC CIK 0001948904
$4.89亿2026Q2 申报市值
1,617持仓数
58.1%前十大占比 · 第一大 13.7%
54 / 301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
FUNDVANTAGE TR 新建仓+$1,600.17万
FTGC 加仓+$592.09万
VTV 加仓+$468.16万
EWZ 加仓+$293.37万
SGOV 加仓+$180.04万
2026Q2 卖出最多 按季末市值估算
VANECK ETF TRUST 减仓-$675.52万
VOO 减仓-$618.49万
GRID 减仓-$195.82万
VNQI 减仓-$168.69万
EXXON MOBIL CORP 清仓-$115.81万
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 |
|---|---|---|---|---|---|---|---|---|
| PB | PROSPERITY BANCSHARES INC | $949 | 0.00% | 13 | -1 | -7.1% | -$73 | 减仓 |
| HYG | ISHARES TR | $959 | 0.00% | 12 | 5 | 71.4% | $400 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $967 | 0.00% | 7 | -1 | -12.5% | -$138 | 减仓 |
| UDR | UDR INC | $978 | 0.00% | 24 | 2 | 9.1% | $82 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $986 | 0.00% | 11 | -1 | -8.3% | -$90 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR I | $986 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $993 | 0.00% | 11 | -1 | -8.3% | -$90 | 减仓 |
| PNR | PENTAIR PLC | $996 | 0.00% | 12 | -6 | -33.3% | -$498 | 减仓 |
| SOLV | SOLVENTUM CORP | $1,004 | 0.00% | 13 | 2 | 18.2% | $154 | 加仓 |
| MP | MP MATERIALS CORP | $1,008 | 0.00% | 18 | -3 | -14.3% | -$168 | 减仓 |
| EWY | ISHARES INC | $1,009 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $1,015 | 0.00% | 42 | -4 | -8.7% | -$97 | 减仓 |
| ALLY | ALLY FINL INC | $1,018 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $1,020 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $1,024 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $1,034 | 0.00% | 9 | 1 | 12.5% | $115 | 加仓 |
| DVA | DAVITA INC | $1,049 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $1,049 | 0.00% | 10 | 10 | — | $1,049 | 新建仓 |
| CYTK | CYTOKINETICS INC | $1,051 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $1,061 | 0.00% | 99 | 99 | — | $1,061 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $1,065 | 0.00% | 7 | -1 | -12.5% | -$152 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $1,066 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $1,080 | 0.00% | 22 | -2 | -8.3% | -$98 | 减仓 |
| CROX | CROCS INC | $1,091 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORP | $1,101 | 0.00% | 14 | -1 | -6.7% | -$79 | 减仓 |
| IUSV | ISHARES TR | $1,101 | 0.00% | 10 | 10 | — | $1,101 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $1,106 | 0.00% | 2 | 1 | 100.0% | $553 | 加仓 |
| AN | AUTONATION INC | $1,114 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $1,118 | 0.00% | 7 | 1 | 16.7% | $160 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $1,122 | 0.00% | 35 | -9 | -20.5% | -$289 | 减仓 |
| PCG | PG&E CORP | $1,124 | 0.00% | 66 | 11 | 20.0% | $187 | 加仓 |
| MRNA | MODERNA INC | $1,140 | 0.00% | 16 | -2 | -11.1% | -$142 | 减仓 |
| DT | DYNATRACE INC | $1,141 | 0.00% | 26 | -6 | -18.8% | -$263 | 减仓 |
| HSY | HERSHEY CO | $1,147 | 0.00% | 6 | -1 | -14.3% | -$191 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $1,157 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $1,158 | 0.00% | 9 | -3 | -25.0% | -$386 | 减仓 |
| ABNB | AIRBNB INC | $1,158 | 0.00% | 8 | 5 | 166.7% | $724 | 加仓 |
| ACM | AECOM | $1,186 | 0.00% | 17 | -3 | -15.0% | -$209 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1,188 | 0.00% | 13 | -2 | -13.3% | -$183 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1,204 | 0.00% | 7 | 1 | 16.7% | $172 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $1,211 | 0.00% | 12 | 4 | 50.0% | $404 | 加仓 |
| GDDY | GODADDY INC | $1,218 | 0.00% | 14 | 5 | 55.6% | $435 | 加仓 |
| STE | STERIS PLC | $1,220 | 0.00% | 5 | -2 | -28.6% | -$488 | 减仓 |
| XYZ | BLOCK INC | $1,230 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CUZ | COUSINS PPTYS INC | $1,232 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $1,235 | 0.00% | 13 | -1 | -7.1% | -$95 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $1,237 | 0.00% | 57 | -4 | -6.6% | -$87 | 减仓 |
| ZS | ZSCALER INC | $1,239 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $1,242 | 0.00% | 14 | -3 | -17.6% | -$266 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $1,242 | 0.00% | 6 | -1 | -14.3% | -$207 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $1,253 | 0.00% | 9 | -1 | -10.0% | -$139 | 减仓 |
| BWA | BORGWARNER INC | $1,269 | 0.00% | 19 | -1 | -5.0% | -$67 | 减仓 |
| NUEM | NUSHARES ETF TR | $1,273 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST | $1,277 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $1,280 | 0.00% | 11 | -1 | -8.3% | -$116 | 减仓 |
| SCI | SERVICE CORP INTL | $1,291 | 0.00% | 17 | -3 | -15.0% | -$228 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1,297 | 0.00% | 16 | -4 | -20.0% | -$324 | 减仓 |
| EUAD | SPINNAKER ETF SERIES | $1,307 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $1,312 | 0.00% | 9 | 4 | 80.0% | $583 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $1,313 | 0.00% | 19 | 2 | 11.8% | $138 | 加仓 |
| TM | TOYOTA MOTOR CORP | $1,314 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $1,314 | 0.00% | 13 | -2 | -13.3% | -$202 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $1,320 | 0.00% | 31 | 9 | 40.9% | $383 | 加仓 |
| ATR | APTARGROUP INC | $1,328 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1,336 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $1,349 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $1,352 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORP | $1,358 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $1,359 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $1,359 | 0.00% | 3 | 1 | 50.0% | $453 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $1,360 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL A | $1,375 | 0.00% | 19 | -2 | -9.5% | -$145 | 减仓 |
| CACI | CACI INTL INC | $1,389 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $1,398 | 0.00% | 95 | 26 | 37.7% | $383 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTN | $1,400 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $1,403 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $1,409 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT I | $1,420 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $1,428 | 0.00% | 6 | -1 | -14.3% | -$238 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $1,448 | 0.00% | 33 | -6 | -15.4% | -$263 | 减仓 |
| IVZ | INVESCO LTD | $1,449 | 0.00% | 54 | -12 | -18.2% | -$322 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1,452 | 0.00% | 59 | -70 | -54.3% | -$1,723 | 减仓 |
| INVH | INVITATION HOMES INC | $1,458 | 0.00% | 48 | 9 | 23.1% | $273 | 加仓 |
| ONTO | ONTO INNOVATION INC | $1,459 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $1,465 | 0.00% | 7 | 1 | 16.7% | $209 | 加仓 |
| SAIA | SAIA INC | $1,470 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $1,473 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO | $1,475 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $1,480 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| KEX | KIRBY CORP | $1,481 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,505 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BKE | BUCKLE INC | $1,519 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $1,535 | 0.00% | 8 | 3 | 60.0% | $576 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $1,544 | 0.00% | 20 | -2 | -9.1% | -$154 | 减仓 |
| PAYX | PAYCHEX INC | $1,576 | 0.00% | 16 | 11 | 220.0% | $1,084 | 加仓 |
| KRMN | KARMAN HLDGS INC | $1,586 | 0.00% | 31 | 30 | 3,000.0% | $1,535 | 重新持有 |
| EPR | EPR PPTYS | $1,588 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $1,589 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $1,591 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $1,595 | 0.00% | 3 | 0 | 0.0% | — | 不变 |