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 |
|---|---|---|---|---|---|---|---|---|
| HIMS | HIMS & HERS HEALTH INC | $554 | 0.00% | 16 | -6 | -27.3% | -$208 | 减仓 |
| BIO | BIO RAD LABS INC | $555 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $555 | 0.00% | 16 | -2 | -11.1% | -$69 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $555 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $557 | 0.00% | 11 | -2 | -15.4% | -$101 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $560 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $567 | 0.00% | 5 | 1 | 25.0% | $113 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS IN | $568 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGR | $570 | 0.00% | 7 | -1 | -12.5% | -$81 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $570 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SYNA | SYNAPTICS INC | $580 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS I | $582 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PVH | PVH CORPORATION | $594 | 0.00% | 8 | -1 | -11.1% | -$74 | 减仓 |
| THO | THOR INDS INC | $601 | 0.00% | 8 | -1 | -11.1% | -$75 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CO | $606 | 0.00% | 10 | -2 | -16.7% | -$121 | 减仓 |
| DXCM | DEXCOM INC | $610 | 0.00% | 9 | -3 | -25.0% | -$203 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $612 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $615 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $621 | 0.00% | 18 | -4 | -18.2% | -$138 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $624 | 0.00% | 5 | 1 | 25.0% | $125 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $627 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $628 | 0.00% | 12 | 10 | 500.0% | $523 | 加仓 |
| WDAY | WORKDAY INC | $631 | 0.00% | 5 | 5 | — | $631 | 新建仓 |
| OLN | OLIN CORP | $634 | 0.00% | 32 | -2 | -5.9% | -$40 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $635 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $638 | 0.00% | 47 | -14 | -23.0% | -$190 | 减仓 |
| BRKR | BRUKER CORP | $638 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $644 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC IN | $646 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RODM | LATTICE STRATEGIES TR | $646 | 0.00% | 16 | 16 | — | $646 | 新建仓 |
| TSN | TYSON FOODS INC | $648 | 0.00% | 11 | -2 | -15.4% | -$118 | 减仓 |
| MHK | MOHAWK INDS INC | $648 | 0.00% | 5 | -1 | -16.7% | -$130 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $653 | 0.00% | 6 | -1 | -14.3% | -$109 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $657 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $659 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $671 | 0.00% | 19 | -1 | -5.0% | -$35 | 减仓 |
| ARLO | ARLO TECHNOLOGIES INC | $674 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $674 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $679 | 0.00% | 9 | -4 | -30.8% | -$302 | 减仓 |
| NUDM | NUSHARES ETF TR | $680 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $683 | 0.00% | 20 | 4 | 25.0% | $137 | 加仓 |
| DBX | DROPBOX INC | $686 | 0.00% | 25 | -4 | -13.8% | -$110 | 减仓 |
| EQT | EQT CORP | $693 | 0.00% | 13 | -8 | -38.1% | -$426 | 减仓 |
| WING | WINGSTOP INC | $693 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $697 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $698 | 0.00% | 2 | -2 | -50.0% | -$698 | 减仓 |
| PPG | PPG INDS INC | $699 | 0.00% | 5 | -2 | -28.6% | -$280 | 减仓 |
| — | TOPBUILD COR | $709 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $712 | 0.00% | 1 | -1 | -50.0% | -$712 | 减仓 |
| RBA | RB GLOBAL INC | $715 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $715 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $720 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $723 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| RDY | DR REDDYS LABS LTD | $724 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P | $725 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $733 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $745 | 0.00% | 4 | -1 | -20.0% | -$186 | 减仓 |
| NDSN | NORDSON CORP | $748 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $750 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $750 | 0.00% | 14 | 2 | 16.7% | $107 | 加仓 |
| DLTR | DOLLAR TREE INC | $752 | 0.00% | 6 | 2 | 50.0% | $251 | 加仓 |
| EEMX | SPDR INDEX SHS FDS | $758 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | INNSUITES HOSPITALITY TR | $771 | 0.00% | 453 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $773 | 0.00% | 18 | -1 | -5.3% | -$43 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD | $774 | 0.00% | 12 | 12 | — | $774 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $776 | 0.00% | 95 | 95 | — | $776 | 新建仓 |
| — | SPDR SERIES TRUST | $783 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $785 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $791 | 0.00% | 5 | 5 | — | $791 | 新建仓 |
| VCR | VANGUARD WORLD FD | $793 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $797 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $799 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING SYS LTD | $800 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $801 | 0.00% | 17 | -2 | -10.5% | -$94 | 减仓 |
| EFAX | SPDR INDEX SHS FDS | $811 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AVNT | AVIENT CORPORATION | $815 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $817 | 0.00% | 9 | 1 | 12.5% | $91 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $826 | 0.00% | 7 | 2 | 40.0% | $236 | 加仓 |
| APA | APA CORPORATION | $832 | 0.00% | 25 | 8 | 47.1% | $266 | 加仓 |
| RY | ROYAL BK CDA | $833 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS I | $837 | 0.00% | 6 | 4 | 200.0% | $558 | 加仓 |
| TECH | BIO-TECHNE CORP | $838 | 0.00% | 11 | 6 | 120.0% | $457 | 加仓 |
| ARMK | ARAMARK | $841 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $851 | 0.00% | 6 | -2 | -25.0% | -$284 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $861 | 0.00% | 7 | -2 | -22.2% | -$246 | 减仓 |
| KBR | KBR INC | $863 | 0.00% | 25 | -2 | -7.4% | -$69 | 减仓 |
| P | EVERPURE INC | $866 | 0.00% | 11 | -7 | -38.9% | -$551 | 减仓 |
| WPC | WP CAREY INC | $873 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $875 | 0.00% | 23 | -3 | -11.5% | -$114 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $886 | 0.00% | 14 | -1 | -6.7% | -$63 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $889 | 0.00% | 6 | 1 | 20.0% | $148 | 加仓 |
| NATL | NCR ATLEOS CORPORATION | $894 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $896 | 0.00% | 14 | -2 | -12.5% | -$128 | 减仓 |
| IGV | ISHARES TR | $906 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $915 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ I | $920 | 0.00% | 17 | -1 | -5.6% | -$54 | 减仓 |
| PINS | PINTEREST INC | $925 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $933 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $942 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $944 | 0.00% | 13 | 9 | 225.0% | $654 | 加仓 |