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 |
|---|---|---|---|---|---|---|---|---|
| ON | ON SEMICONDUCTOR CORP | $2,327 | 0.00% | 24 | 12 | 100.0% | $1,164 | 加仓 |
| PPL | PPL CORP | $2,352 | 0.00% | 64 | -4 | -5.9% | -$147 | 减仓 |
| MUSA | MURPHY USA INC | $2,354 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $2,359 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $2,370 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERL | $2,387 | 0.00% | 6 | 2 | 50.0% | $796 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $2,404 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $2,405 | 0.00% | 21 | 2 | 10.5% | $229 | 加仓 |
| NDAQ | NASDAQ INC | $2,410 | 0.00% | 30 | 3 | 11.1% | $241 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $2,412 | 0.00% | 44 | 24 | 120.0% | $1,316 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $2,421 | 0.00% | 52 | 52 | — | $2,421 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $2,424 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $2,432 | 0.00% | 13 | -1 | -7.1% | -$187 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $2,444 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $2,459 | 0.00% | 59 | -29 | -33.0% | -$1,209 | 减仓 |
| IGOV | ISHARES TR | $2,461 | 0.00% | 60 | -1,179 | -95.2% | -$4.84万 | 减仓 |
| SONY | SONY GROUP CORP | $2,484 | 0.00% | 123 | 5 | 4.2% | $101 | 加仓 |
| EMBJ | EMBRAER S.A. | $2,488 | 0.00% | 39 | 27 | 225.0% | $1,722 | 加仓 |
| TKR | TIMKEN CO | $2,492 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $2,499 | 0.00% | 10 | -1 | -9.1% | -$250 | 减仓 |
| SF | STIFEL FINL CORP | $2,511 | 0.00% | 36 | -2 | -5.3% | -$140 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $2,528 | 0.00% | 48 | -1,198 | -96.1% | -$6.31万 | 减仓 |
| EXEL | EXELIXIS INC | $2,530 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $2,536 | 0.00% | 43 | -3 | -6.5% | -$177 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $2,544 | 0.00% | 18 | -101 | -84.9% | -$1.43万 | 减仓 |
| BP | BP PLC | $2,546 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $2,581 | 0.00% | 101 | 1 | 1.0% | $26 | 加仓 |
| FE | FIRSTENERGY CORP | $2,586 | 0.00% | 54 | -3 | -5.3% | -$144 | 减仓 |
| ARW | ARROW ELECTRS INC | $2,596 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BEAM | BEAM THERAPEUTICS INC | $2,598 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $2,599 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP I | $2,602 | 0.00% | 24 | -1 | -4.0% | -$108 | 减仓 |
| — | INVESCO EXCH TRADED FD TR I | $2,622 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| WGO | WINNEBAGO INDS INC | $2,624 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS | $2,624 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $2,643 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $2,645 | 0.00% | 41 | 28 | 215.4% | $1,806 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $2,651 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $2,671 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $2,679 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $2,687 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $2,701 | 0.00% | 14 | 1 | 7.7% | $193 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $2,729 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $2,742 | 0.00% | 14 | -1 | -6.7% | -$196 | 减仓 |
| IYH | ISHARES TR | $2,747 | 0.00% | 41 | 11 | 36.7% | $737 | 加仓 |
| DOW | DOW HLDGS INC | $2,758 | 0.00% | 100 | -5 | -4.8% | -$138 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $2,812 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $2,846 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $2,861 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $2,864 | 0.00% | 65 | -3 | -4.4% | -$132 | 减仓 |
| CSL | CARLISLE COS INC | $2,871 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $2,877 | 0.00% | 12 | -1 | -7.7% | -$240 | 减仓 |
| FNB | F N B CORP | $2,901 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $2,951 | 0.00% | 23 | -6 | -20.7% | -$770 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $2,956 | 0.00% | 20 | -1 | -4.8% | -$148 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2,964 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $2,986 | 0.00% | 43 | -864 | -95.3% | -$6.00万 | 减仓 |
| ATI | ATI INC | $2,992 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $3,043 | 0.00% | 79 | 50 | 172.4% | $1,926 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $3,050 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $3,054 | 0.00% | 5 | -1 | -16.7% | -$611 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $3,054 | 0.00% | 31 | 7 | 29.2% | $690 | 加仓 |
| REMX | VANECK ETF TRUST | $3,084 | 0.00% | 34 | 34 | — | $3,084 | 新建仓 |
| AVT | AVNET INC | $3,097 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $3,145 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $3,174 | 0.00% | 27 | 2 | 8.0% | $235 | 加仓 |
| GRMN | GARMIN LTD | $3,175 | 0.00% | 13 | -1 | -7.1% | -$244 | 减仓 |
| — | REX ETF TR | $3,177 | 0.00% | 141 | 141 | — | $3,177 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $3,293 | 0.00% | 185 | 6 | 3.4% | $107 | 加仓 |
| XPO | XPO INC | $3,295 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $3,323 | 0.00% | 35 | 17 | 94.4% | $1,614 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $3,345 | 0.00% | 300 | 300 | — | $3,345 | 新建仓 |
| FICO | FAIR ISAAC CORP | $3,365 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $3,429 | 0.00% | 34 | -2 | -5.6% | -$202 | 减仓 |
| IJS | ISHARES TR | $3,441 | 0.00% | 25 | -20 | -44.4% | -$2,753 | 减仓 |
| NET | CLOUDFLARE INC | $3,443 | 0.00% | 14 | 5 | 55.6% | $1,230 | 加仓 |
| WWD | WOODWARD INC | $3,444 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $3,457 | 0.00% | 13 | 1 | 8.3% | $266 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX | $3,477 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $3,488 | 0.00% | 41 | -3 | -6.8% | -$255 | 减仓 |
| REZ | ISHARES TR | $3,503 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $3,510 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| DGS | WISDOMTREE TR | $3,537 | 0.00% | 54 | 1 | 1.9% | $66 | 加仓 |
| ILMN | ILLUMINA INC | $3,540 | 0.00% | 20 | 1 | 5.3% | $177 | 加仓 |
| SHYG | ISHARES TR | $3,554 | 0.00% | 83 | 21 | 33.9% | $899 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LT | $3,608 | 0.00% | 13 | -1 | -7.1% | -$278 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $3,609 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $3,659 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $3,660 | 0.00% | 45 | -6 | -11.8% | -$488 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $3,721 | 0.00% | 40 | -4 | -9.1% | -$372 | 减仓 |
| DTE | DTE ENERGY CO | $3,762 | 0.00% | 24 | 4 | 20.0% | $627 | 加仓 |
| RS | RELIANCE INC | $3,770 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CRBN | ISHARES TR | $3,794 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $3,829 | 0.00% | 22 | 2 | 10.0% | $348 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP I | $3,897 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $3,914 | 0.00% | 16 | -1 | -5.9% | -$245 | 减仓 |
| CBRE | CBRE GROUP INC | $3,975 | 0.00% | 29 | -7 | -19.4% | -$959 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $3,978 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BGRN | ISHARES TR | $3,987 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $3,988 | 0.00% | 9 | 0 | 0.0% | — | 不变 |