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 |
|---|---|---|---|---|---|---|---|---|
| ROP | ROPER TECHNOLOGIES INC COM | $843 | 0.00% | 2 | -6 | -75.0% | -$2,529 | 减仓 |
| HRB | BLOCK H & R INC COM | $838 | 0.00% | 26 | 23 | 766.7% | $741 | 加仓 |
| WPC | WP CAREY INC COM | $829 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $826 | 0.00% | 10 | -10 | -50.0% | -$826 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $824 | 0.00% | 8 | 1 | 14.3% | $103 | 加仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $817 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC COM NEW | $813 | 0.00% | 12 | 10 | 500.0% | $678 | 加仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $812 | 0.00% | 8 | -7 | -46.7% | -$710 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $810 | 0.00% | 8 | 5 | 166.7% | $506 | 加仓 |
| PINS | PINTEREST INC CL A | $806 | 0.00% | 44 | 44 | — | $806 | 新建仓 |
| UGI | UGI CORP NEW COM | $802 | 0.00% | 22 | 18 | 450.0% | $656 | 加仓 |
| AVNT | AVIENT CORPORATION COM | $801 | 0.00% | 22 | 20 | 1,000.0% | $728 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $800 | 0.00% | 10 | 10 | — | $800 | 新建仓 |
| ONTO | ONTO INNOVATION INC COM | $791 | 0.00% | 3 | 2 | 200.0% | $527 | 加仓 |
| PK | PARK HOTELS & RESORTS INC COM | $787 | 0.00% | 74 | 64 | 640.0% | $681 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $786 | 0.00% | 3 | -1 | -25.0% | -$262 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS COM | $777 | 0.00% | 8 | 7 | 700.0% | $680 | 加仓 |
| ON | ON SEMICONDUCTOR CORP COM | $775 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC CL A | $773 | 0.00% | 9 | 9 | — | $773 | 新建仓 |
| UNM | UNUM GROUP COM | $770 | 0.00% | 10 | 6 | 150.0% | $462 | 加仓 |
| UDR | UDR INC COM | $769 | 0.00% | 22 | -5 | -18.5% | -$175 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $768 | 0.00% | 12 | -31 | -72.1% | -$1,984 | 减仓 |
| DVA | DAVITA INC COM | $768 | 0.00% | 4 | -1 | -20.0% | -$192 | 减仓 |
| PPG | PPG INDS INC COM | $761 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC COM | $760 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM | $753 | 0.00% | 10 | -6 | -37.5% | -$452 | 减仓 |
| APA | APA CORPORATION COM | $753 | 0.00% | 17 | -1 | -5.6% | -$44 | 减仓 |
| CROX | CROCS INC COM | $750 | 0.00% | 9 | 8 | 800.0% | $667 | 加仓 |
| EFAX | STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF | $746 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP COM | $746 | 0.00% | 3 | -1 | -25.0% | -$249 | 减仓 |
| SOLV | SOLVENTUM CORP COM SHS | $743 | 0.00% | 11 | -2 | -15.4% | -$135 | 减仓 |
| NDSN | NORDSON CORP COM | $743 | 0.00% | 2 | -1 | -33.3% | -$372 | 减仓 |
| SUI | SUN CMNTYS INC COM | $727 | 0.00% | 5 | -1 | -16.7% | -$145 | 减仓 |
| THO | THOR INDS INC COM | $725 | 0.00% | 9 | 8 | 800.0% | $644 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER L CL A | $724 | 0.00% | 9 | 7 | 350.0% | $563 | 加仓 |
| GLPI | GAMING & LEISURE P COM | $722 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC COM | $719 | 0.00% | 4 | 3 | 300.0% | $539 | 加仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $718 | 0.00% | 2 | 2 | — | $718 | 新建仓 |
| EG | EVEREST GROUP LTD COM | $717 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $713 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CL A | $712 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | $712 | 0.00% | 21 | 21 | — | $712 | 新建仓 |
| EMBJ | EMBRAER S.A. SPONSORED ADS | $712 | 0.00% | 12 | 12 | — | $712 | 新建仓 |
| ARLO | ARLO TECHNOLOGIES INC COM | $711 | 0.00% | 50 | 50 | — | $711 | 新建仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $696 | 0.00% | 13 | 11 | 550.0% | $589 | 加仓 |
| BXP | BXP INC COM | $693 | 0.00% | 13 | -9 | -40.9% | -$480 | 减仓 |
| RDY | DR REDDYS LABS LTD ADR | $692 | 0.00% | 50 | 50 | — | $692 | 新建仓 |
| MEDP | MEDPACE HLDGS INC COM | $691 | 0.00% | 1 | 1 | — | $691 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $689 | 0.00% | 5 | -8 | -61.5% | -$1,102 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC COM | $688 | 0.00% | 12 | 8 | 200.0% | $459 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $684 | 0.00% | 14 | -36 | -72.0% | -$1,759 | 减仓 |
| PODD | INSULET CORP COM | $680 | 0.00% | 3 | -5 | -62.5% | -$1,133 | 减仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $677 | 0.00% | 19 | 14 | 280.0% | $499 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $668 | 0.00% | 7 | -2,918 | -99.8% | -$27.85万 | 减仓 |
| DBX | DROPBOX INC CL A | $666 | 0.00% | 29 | 25 | 625.0% | $574 | 加仓 |
| MMS | MAXIMUS INC COM | $660 | 0.00% | 10 | 9 | 900.0% | $594 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $657 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $654 | 0.00% | 20 | -73 | -78.5% | -$2,387 | 减仓 |
| RY | ROYAL BK CDA COM | $651 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING SYS LTD COM | $648 | 0.00% | 23 | 19 | 475.0% | $535 | 加仓 |
| MAT | MATTEL INC COM | $647 | 0.00% | 44 | 38 | 633.3% | $559 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $646 | 0.00% | 8 | -178 | -95.7% | -$1.44万 | 减仓 |
| FISV | FISERV INC COM | $646 | 0.00% | 11 | -37 | -77.1% | -$2,173 | 减仓 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $636 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| PVH | PVH CORPORATION COM | $636 | 0.00% | 9 | 8 | 800.0% | $565 | 加仓 |
| FOXA | FOX CORP CL A COM | $629 | 0.00% | 10 | -5 | -33.3% | -$314 | 减仓 |
| EEMX | STATE STREET SPDR MSCI EMERGING MARKETS FOSSIL FUEL RESERVES FREE ETF | $618 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP COM CL A | $616 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $615 | 0.00% | 9 | -1 | -10.0% | -$68 | 减仓 |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $615 | 0.00% | 5 | 5 | — | $615 | 新建仓 |
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | $613 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC COM | $608 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | FIDELITY FUNDAMENTAL DEVELOPED INTERNATIONAL ETF | $606 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD COM | $604 | 0.00% | 5 | -2 | -28.6% | -$242 | 减仓 |
| MHK | MOHAWK INDS INC COM | $603 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL COM | $599 | 0.00% | 5 | -1 | -16.7% | -$120 | 减仓 |
| ARMK | ARAMARK COM | $599 | 0.00% | 14 | 8 | 133.3% | $342 | 加仓 |
| LNC | LINCOLN NATL CORP IND COM | $597 | 0.00% | 16 | -3 | -15.8% | -$112 | 减仓 |
| PII | POLARIS INC COM | $597 | 0.00% | 10 | 9 | 900.0% | $537 | 加仓 |
| RBA | RB GLOBAL INC COM | $589 | 0.00% | 6 | 2 | 50.0% | $196 | 加仓 |
| — | STATE STREET SPDR FACTSET INNOVATIVE TECHNOLOGY ETF | $586 | 0.00% | 4 | 4 | — | $586 | 新建仓 |
| RGEN | REPLIGEN CORP COM | $583 | 0.00% | 4 | 3 | 300.0% | $437 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $580 | 0.00% | 3 | -3 | -50.0% | -$580 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $579 | 0.00% | 8 | 4 | 100.0% | $290 | 加仓 |
| WEX | WEX INC COM | $575 | 0.00% | 3 | 2 | 200.0% | $383 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $566 | 0.00% | 3 | -1 | -25.0% | -$189 | 减仓 |
| NWS | NEWS CORP NEW CL B | $560 | 0.00% | 19 | 14 | 280.0% | $413 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $558 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC COM | $557 | 0.00% | 7 | -1 | -12.5% | -$80 | 减仓 |
| CNXC | CONCENTRIX CORP COM | $557 | 0.00% | 20 | 19 | 1,900.0% | $529 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $556 | 0.00% | 7 | 7 | — | $556 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP COM | $552 | 0.00% | 5 | -21 | -80.8% | -$2,318 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $548 | 0.00% | 6 | 4 | 200.0% | $365 | 加仓 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $548 | 0.00% | 5 | 5 | — | $548 | 新建仓 |
| LNTH | LANTHEUS HLDGS INC COM | $546 | 0.00% | 7 | 6 | 600.0% | $468 | 加仓 |
| SLAB | SILICON LABORATORIES INC COM | $543 | 0.00% | 2 | 1 | 100.0% | $272 | 加仓 |
| DLTR | DOLLAR TREE INC COM | $529 | 0.00% | 4 | -4 | -50.0% | -$529 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT CL A | $522 | 0.00% | 18 | -1 | -5.3% | -$29 | 减仓 |
| CAVA | CAVA GROUP INC COM | $518 | 0.00% | 6 | 4 | 200.0% | $345 | 加仓 |
| EGP | EASTGROUP PPTYS INC COM | $511 | 0.00% | 2 | -1 | -33.3% | -$256 | 减仓 |