Dunhill Financial, LLC
LONDON X0 · SEC CIK 0001948904
$4.24亿2026Q1 申报市值
1,857持仓数
57.9%前十大占比 · 第一大 14.4%
102 / 261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
PICB 加仓+$4,853.51万
VDE 加仓+$680.88万
VEU 加仓+$573.05万
FTGC 加仓+$539.17万
FEP 加仓+$391.13万
2026Q1 卖出最多 按季末市值估算
VGLT 减仓-$3,022.85万
BND 减仓-$2,772.04万
VOO 减仓-$784.77万
BLV 减仓-$357.74万
BCI 减仓-$105.65万
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 |
|---|---|---|---|---|---|---|---|---|
| GMED | GLOBUS MED INC CL A | $135 | 0.00% | 1 | -1 | -50.0% | -$135 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $135 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC COM CL A | $136 | 0.00% | 2 | -1 | -33.3% | -$68 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC COM NEW | $136 | 0.00% | 11 | -1 | -8.3% | -$12 | 减仓 |
| AAON | AAON INC COM PAR $0.004 | $137 | 0.00% | 1 | -1 | -50.0% | -$137 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $138 | 0.00% | 2 | -1 | -33.3% | -$69 | 减仓 |
| — | AIR LEASE CORP CL A | $140 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CVSA | COVISTA INC COM | $140 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UE | URBAN EDGE PPTYS COM | $142 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FSS | FEDERAL SIGNAL CORP COM | $143 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC COM | $144 | 0.00% | 1 | -1 | -50.0% | -$144 | 减仓 |
| W | WAYFAIR INC CL A | $145 | 0.00% | 1 | -1 | -50.0% | -$145 | 减仓 |
| HIW | HIGHWOODS PPTYS INC COM | $147 | 0.00% | 6 | -1 | -14.3% | -$24 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $147 | 0.00% | 3 | -1 | -25.0% | -$49 | 减仓 |
| FLS | FLOWSERVE CORP COM | $148 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC COM | $149 | 0.00% | 1 | -1 | -50.0% | -$149 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC COM | $150 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD SHS | $150 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC CLASS A COM | $150 | 0.00% | 36 | -1 | -2.7% | -$4 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP COM | $151 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC COM CL A | $151 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP COM | $152 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO COM | $152 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC. COM | $153 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC COM CL A | $154 | 0.00% | 4 | -1 | -20.0% | -$38 | 减仓 |
| COLB | COLUMBIA BKG SYS INC COM | $156 | 0.00% | 5 | -1 | -16.7% | -$31 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $156 | 0.00% | 4 | -1 | -20.0% | -$39 | 减仓 |
| OUT | OUTFRONT MEDIA INC COM NEW | $157 | 0.00% | 5 | -1 | -16.7% | -$31 | 减仓 |
| ONB | OLD NATL BANCORP IND COM | $158 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SVCS CORP COM | $158 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP COM | $159 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC COM | $159 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC CL A | $160 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC CL A | $163 | 0.00% | 3 | 1 | 50.0% | $54 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $164 | 0.00% | 1 | -1 | -50.0% | -$164 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $165 | 0.00% | 7 | 6 | 600.0% | $141 | 加仓 |
| — | LIBERTY BROADBAND CORP COM SER C | $167 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC CL A | $169 | 0.00% | 23 | 3 | 15.0% | $22 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD SHS | $169 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC COM | $170 | 0.00% | 20 | 15 | 300.0% | $128 | 加仓 |
| RDDT | REDDIT INC CL A | $171 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY COMMON STOCK | $172 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC COM | $172 | 0.00% | 1 | -1 | -50.0% | -$172 | 减仓 |
| IDA | IDACORP INC COM | $174 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP COM | $176 | 0.00% | 7 | -1 | -12.5% | -$25 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $179 | 0.00% | 1 | -1 | -50.0% | -$179 | 减仓 |
| SLG | SL GREEN RLTY CORP COM | $180 | 0.00% | 4 | -1 | -20.0% | -$45 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC COM | $180 | 0.00% | 15 | -1 | -6.2% | -$12 | 减仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $181 | 0.00% | 6 | -244 | -97.6% | -$7,361 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC COM | $183 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY COM | $184 | 0.00% | 8 | -4 | -33.3% | -$92 | 减仓 |
| LRN | STRIDE INC COM | $184 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP COM | $185 | 0.00% | 6 | -1 | -14.3% | -$31 | 减仓 |
| IONQ | IONQ INC COM | $187 | 0.00% | 6 | -1 | -14.3% | -$31 | 减仓 |
| AVAV | AEROVIRONMENT INC COM | $187 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC COM | $188 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC COM | $188 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES SHS BEN INT | $188 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC COM | $190 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC COM | $191 | 0.00% | 8 | -34 | -81.0% | -$812 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $191 | 0.00% | 21 | -11 | -34.4% | -$100 | 减仓 |
| CNM | CORE & MAIN INC CL A | $191 | 0.00% | 3 | -1 | -25.0% | -$64 | 减仓 |
| SEIC | SEI INVTS CO COM | $191 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED COM | $193 | 0.00% | 1 | -1 | -50.0% | -$193 | 减仓 |
| HLI | HOULIHAN LOKEY INC CL A | $193 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC COM | $193 | 0.00% | 2 | -1 | -33.3% | -$96 | 减仓 |
| FMC | FMC CORP COM NEW | $194 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC COM NEW | $195 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY COM | $196 | 0.00% | 6 | 3 | 100.0% | $98 | 加仓 |
| OSK | OSHKOSH CORP COM | $197 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP COM | $198 | 0.00% | 2 | 1 | 100.0% | $99 | 加仓 |
| VFC | V F CORP COM | $199 | 0.00% | 11 | -7 | -38.9% | -$127 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC COM | $201 | 0.00% | 2 | -1 | -33.3% | -$100 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC COM | $201 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC COM | $204 | 0.00% | 5 | -2 | -28.6% | -$82 | 减仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $205 | 0.00% | 4 | -4 | -50.0% | -$205 | 减仓 |
| TTC | TORO CO COM | $205 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SKT | TANGER INC COM | $207 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC COM | $208 | 0.00% | 1 | -1 | -50.0% | -$208 | 减仓 |
| CNH | CNH INDL N V SHS | $208 | 0.00% | 18 | -1 | -5.3% | -$12 | 减仓 |
| SSB | SOUTHSTATE BK CORP COM | $209 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC COM | $210 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $211 | 0.00% | 1 | -1 | -50.0% | -$211 | 减仓 |
| BF/B | BROWN FORMAN CORP CL B | $212 | 0.00% | 8 | -3 | -27.3% | -$80 | 减仓 |
| AGNC | AGNC INVT CORP COM | $213 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC COM CL A | $214 | 0.00% | 2 | -1 | -33.3% | -$107 | 减仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $217 | 0.00% | 2 | 2 | — | $217 | 新建仓 |
| CGNX | COGNEX CORP COM | $218 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC COM | $219 | 0.00% | 2 | -1 | -33.3% | -$110 | 减仓 |
| MLI | MUELLER INDS INC COM | $221 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP COM | $226 | 0.00% | 3 | -1 | -25.0% | -$75 | 减仓 |
| FDS | FACTSET RESH SYS INC COM | $227 | 0.00% | 1 | -1 | -50.0% | -$227 | 减仓 |
| RRC | RANGE RES CORP COM | $228 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP COM | $228 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP COM | $230 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC COM NEW | $231 | 0.00% | 11 | -1 | -8.3% | -$21 | 减仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $236 | 0.00% | 10 | -1 | -9.1% | -$24 | 减仓 |
| LW | LAMB WESTON HLDGS INC COM | $238 | 0.00% | 5 | -3 | -37.5% | -$143 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $239 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC COM | $241 | 0.00% | 1 | -1 | -50.0% | -$241 | 减仓 |