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 |
|---|---|---|---|---|---|---|---|---|
| AGCO | AGCO CORP | $1,596 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP I | $1,599 | 0.00% | 32 | -3 | -8.6% | -$150 | 减仓 |
| MBB | ISHARES TR | $1,606 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $1,607 | 0.00% | 4 | 2 | 100.0% | $804 | 加仓 |
| NUE | NUCOR CORP | $1,619 | 0.00% | 7 | -2 | -22.2% | -$463 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $1,627 | 0.00% | 20 | 20 | — | $1,627 | 新建仓 |
| RMBS | RAMBUS INC DEL | $1,632 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $1,660 | 0.00% | 18 | -4 | -18.2% | -$369 | 减仓 |
| GGG | GRACO INC | $1,663 | 0.00% | 22 | -3 | -12.0% | -$227 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $1,664 | 0.00% | 21 | -2 | -8.7% | -$158 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $1,666 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $1,671 | 0.00% | 20 | -1 | -4.8% | -$84 | 减仓 |
| EL | LAUDER ESTEE COS INC | $1,674 | 0.00% | 21 | 7 | 50.0% | $558 | 加仓 |
| CMC | COMMERCIAL METALS CO | $1,691 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS ETF TR | $1,702 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $1,719 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $1,720 | 0.00% | 19 | 9 | 90.0% | $815 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL IN | $1,724 | 0.00% | 22 | -3 | -12.0% | -$235 | 减仓 |
| MAS | MASCO CORP | $1,734 | 0.00% | 21 | 1 | 5.0% | $83 | 加仓 |
| AEE | AMEREN CORP | $1,749 | 0.00% | 15 | 4 | 36.4% | $466 | 加仓 |
| NU | NU HLDGS LTD | $1,750 | 0.00% | 131 | 62 | 89.9% | $828 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS | $1,751 | 0.00% | 5 | -2 | -28.6% | -$700 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $1,751 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $1,754 | 0.00% | 7 | 1 | 16.7% | $251 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP IN | $1,768 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $1,784 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $1,786 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $1,808 | 0.00% | 76 | -4 | -5.0% | -$95 | 减仓 |
| GNRC | GENERAC HLDGS INC | $1,810 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $1,812 | 0.00% | 13 | -3 | -18.8% | -$418 | 减仓 |
| DOCU | DOCUSIGN INC | $1,821 | 0.00% | 41 | -4 | -8.9% | -$178 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1,832 | 0.00% | 7 | -2 | -22.2% | -$523 | 减仓 |
| CPAY | CORPAY INC | $1,833 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $1,842 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $1,850 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $1,859 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE I | $1,877 | 0.00% | 8 | 4 | 100.0% | $938 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $1,888 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,891 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP | $1,902 | 0.00% | 23 | -1 | -4.2% | -$83 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $1,918 | 0.00% | 22 | -2 | -8.3% | -$174 | 减仓 |
| L | LOEWS CORP | $1,931 | 0.00% | 17 | -1 | -5.6% | -$114 | 减仓 |
| GL | GLOBE LIFE INC | $1,934 | 0.00% | 10 | -1 | -9.1% | -$193 | 减仓 |
| AIZ | ASSURANT INC | $1,934 | 0.00% | 7 | 1 | 16.7% | $276 | 加仓 |
| EIX | EDISON INTL | $1,934 | 0.00% | 25 | 12 | 92.3% | $928 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $1,946 | 0.00% | 19 | 5 | 35.7% | $512 | 加仓 |
| NGG | NATIONAL GRID PLC | $1,955 | 0.00% | 23 | -220 | -90.5% | -$1.87万 | 减仓 |
| EXP | EAGLE MATLS INC | $1,962 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $1,973 | 0.00% | 11 | -1 | -8.3% | -$179 | 减仓 |
| RMD | RESMED INC | $1,980 | 0.00% | 10 | -1 | -9.1% | -$198 | 减仓 |
| INFY | INFOSYS LTD | $1,985 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $2,001 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC | $2,012 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2,013 | 0.00% | 15 | -1 | -6.2% | -$134 | 减仓 |
| VNO | VORNADO RLTY TR | $2,014 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $2,020 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $2,023 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SONO | SONOS INC | $2,029 | 0.00% | 150 | -2 | -1.3% | -$27 | 减仓 |
| ORI | OLD REP INTL CORP | $2,046 | 0.00% | 50 | -4 | -7.4% | -$164 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD V | $2,049 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $2,049 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $2,051 | 0.00% | 19 | -3 | -13.6% | -$324 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $2,052 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $2,053 | 0.00% | 7 | 1 | 16.7% | $293 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2,062 | 0.00% | 23 | 20 | 666.7% | $1,793 | 加仓 |
| UMBF | UMB FINL CORP | $2,063 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $2,069 | 0.00% | 17 | 10 | 142.9% | $1,217 | 加仓 |
| VRSN | VERISIGN INC | $2,078 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTI | $2,080 | 0.00% | 41 | 33 | 412.5% | $1,674 | 加仓 |
| FDX | FEDEX CORP | $2,084 | 0.00% | 6 | -1 | -14.3% | -$347 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2,103 | 0.00% | 7 | -3 | -30.0% | -$901 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $2,109 | 0.00% | 45 | -5 | -10.0% | -$234 | 减仓 |
| RPM | RPM INTL INC | $2,118 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $2,127 | 0.00% | 153 | 23 | 17.7% | $320 | 加仓 |
| FLCO | FRANKLIN TEMPLETON ETF TR | $2,135 | 0.00% | 99 | 3 | 3.1% | $65 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $2,151 | 0.00% | 10 | -1 | -9.1% | -$215 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $2,159 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $2,165 | 0.00% | 21 | -1 | -4.5% | -$103 | 减仓 |
| JLL | JONES LANG LASALLE INC | $2,177 | 0.00% | 7 | -2 | -22.2% | -$622 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $2,182 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $2,184 | 0.00% | 30 | 1 | 3.4% | $73 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD V | $2,189 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $2,202 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $2,204 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $2,208 | 0.00% | 14 | -1 | -6.7% | -$158 | 减仓 |
| BURL | BURLINGTON STORES INC | $2,217 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FIVA | FIDELITY COVINGTON TRUST | $2,227 | 0.00% | 57 | 20 | 54.1% | $781 | 加仓 |
| PHM | PULTE GROUP INC | $2,233 | 0.00% | 16 | 1 | 6.7% | $140 | 加仓 |
| HAL | HALLIBURTON CO | $2,253 | 0.00% | 66 | 39 | 144.4% | $1,331 | 加仓 |
| BRO | BROWN & BROWN INC | $2,255 | 0.00% | 35 | 15 | 75.0% | $966 | 加仓 |
| MTG | MGIC INVT CORP WIS | $2,256 | 0.00% | 80 | -4 | -4.8% | -$113 | 减仓 |
| AYI | ACUITY INC | $2,259 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $2,273 | 0.00% | 29 | -2 | -6.5% | -$157 | 减仓 |
| KEY | KEYCORP | $2,282 | 0.00% | 99 | 3 | 3.1% | $69 | 加仓 |
| WTFC | WINTRUST FINL CORP | $2,304 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $2,306 | 0.00% | 48 | -2 | -4.0% | -$96 | 减仓 |
| AVAV | AEROVIRONMENT INC | $2,307 | 0.00% | 13 | 12 | 1,200.0% | $2,130 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $2,308 | 0.00% | 41 | -2 | -4.7% | -$113 | 减仓 |
| BYD | BOYD GAMING CORP | $2,318 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $2,322 | 0.00% | 8 | 0 | 0.0% | — | 不变 |