13F 机构持仓

Dunhill Financial, LLC

LONDON X0 · SEC CIK 0001948904

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.89亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 13.7%
VEU 12.5%
PICB 10.5%
FTGC 4.4%
VB 4.0%
FUNDVANTAGE TR 3.3%
VTI 2.8%
AAPL 2.5%
AVEM 2.3%
CIBR 2.2%

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
DVA DAVITA INC $1,0490.00%4 00.0% — 不变
HACK AMPLIFY ETF TR $1,0490.00%10 10— $1,049 新建仓
CPT CAMDEN PPTY TR $1,0340.00%9 112.5% $115 加仓
NTES NETEASE COM INC $1,0240.00%7 00.0% — 不变
RBC RBC BEARINGS INC $1,0200.00%1 00.0% — 不变
ALLY ALLY FINL INC $1,0180.00%22 00.0% — 不变
WY WEYERHAEUSER CO $1,0150.00%42 -4-8.7% -$97 减仓
EWY ISHARES INC $1,0090.00%5 00.0% — 不变
MP MP MATERIALS CORP $1,0080.00%18 -3-14.3% -$168 减仓
SOLV SOLVENTUM CORP $1,0040.00%13 218.2% $154 加仓
PNR PENTAIR PLC $9960.00%12 -6-33.3% -$498 减仓
HQY HEALTHEQUITY INC $9930.00%11 -1-8.3% -$90 减仓
CHDN CHURCHILL DOWNS INC $9860.00%11 -1-8.3% -$90 减仓
PGX INVESCO EXCH TRADED FD TR I $9860.00%91 00.0% — 不变
UDR UDR INC $9780.00%24 29.1% $82 加仓
A AGILENT TECHNOLOGIES INC $9670.00%7 -1-12.5% -$138 减仓
HYG ISHARES TR $9590.00%12 571.4% $400 加仓
PB PROSPERITY BANCSHARES INC $9490.00%13 -1-7.1% -$73 减仓
IYK ISHARES TR $9440.00%13 9225.0% $654 加仓
UNM UNUM GROUP $9420.00%10 00.0% — 不变
JBHT HUNT J B TRANS SVCS INC $9330.00%3 00.0% — 不变
PINS PINTEREST INC $9250.00%44 00.0% — 不变
ARE ALEXANDRIA REAL ESTATE EQ I $9200.00%17 -1-5.6% -$54 减仓
HYMB SPDR SERIES TRUST $9150.00%36 00.0% — 不变
IGV ISHARES TR $9060.00%10 00.0% — 不变
BALL BALL CORP $8960.00%14 -2-12.5% -$128 减仓
NATL NCR ATLEOS CORPORATION $8940.00%20 00.0% — 不变
MAA MID-AMER APT CMNTYS INC $8890.00%6 120.0% $148 加仓
BHF BRIGHTHOUSE FINL INC $8860.00%14 -1-6.7% -$63 减仓
HRB BLOCK H & R INC $8750.00%23 -3-11.5% -$114 减仓
WPC WP CAREY INC $8730.00%12 00.0% — 不变
P EVERPURE INC $8660.00%11 -7-38.9% -$551 减仓
KBR KBR INC $8630.00%25 -2-7.4% -$69 减仓
GWRE GUIDEWIRE SOFTWARE INC $8610.00%7 -2-22.2% -$246 减仓
ALLE ALLEGION PLC $8510.00%6 -2-25.0% -$284 减仓
ARMK ARAMARK $8410.00%14 00.0% — 不变
TECH BIO-TECHNE CORP $8380.00%11 6120.0% $457 加仓
BR BROADRIDGE FINL SOLUTIONS I $8370.00%6 4200.0% $558 加仓
RY ROYAL BK CDA $8330.00%4 00.0% — 不变
APA APA CORPORATION $8320.00%25 847.1% $266 加仓
KMB KIMBERLY-CLARK CORP $8260.00%7 240.0% $236 加仓
LEN LENNAR CORP $8170.00%9 112.5% $91 加仓
AVNT AVIENT CORPORATION $8150.00%22 00.0% — 不变
EFAX SPDR INDEX SHS FDS $8110.00%15 00.0% — 不变
FNF FIDELITY NATL FINL INC $8010.00%17 -2-10.5% -$94 减仓
AXTA AXALTA COATING SYS LTD $8000.00%23 00.0% — 不变
LNTH LANTHEUS HLDGS INC $7990.00%7 00.0% — 不变
APP APPLOVIN CORP $7970.00%1 00.0% — 不变
VCR VANGUARD WORLD FD $7930.00%2 00.0% — 不变
XBI SPDR SERIES TRUST $7910.00%5 5— $791 新建仓
IEX IDEX CORP $7850.00%3 00.0% — 不变
— SPDR SERIES TRUST $7830.00%4 00.0% — 不变
ITUB ITAU UNIBANCO HLDG S A $7760.00%95 95— $776 新建仓
RSPT INVESCO EXCHANGE TRADED FD $7740.00%12 12— $774 新建仓
ROL ROLLINS INC $7730.00%18 -1-5.3% -$43 减仓
— INNSUITES HOSPITALITY TR $7710.00%453 00.0% — 不变
EEMX SPDR INDEX SHS FDS $7580.00%14 00.0% — 不变
DLTR DOLLAR TREE INC $7520.00%6 250.0% $251 加仓
PII POLARIS INC $7500.00%10 00.0% — 不变
LUV SOUTHWEST AIRLS CO $7500.00%14 216.7% $107 加仓
NDSN NORDSON CORP $7480.00%2 00.0% — 不变
VRSK VERISK ANALYTICS INC $7450.00%4 -1-20.0% -$186 减仓
SPYX SPDR SERIES TRUST $7330.00%12 00.0% — 不变
GLPI GAMING & LEISURE P $7250.00%16 00.0% — 不变
RDY DR REDDYS LABS LTD $7240.00%50 00.0% — 不变
AA ALCOA CORP $7230.00%13 00.0% — 不变
FIVE FIVE BELOW INC $7200.00%4 00.0% — 不变
RBA RB GLOBAL INC $7150.00%6 00.0% — 不变
IQV IQVIA HLDGS INC $7150.00%3 00.0% — 不变
EG EVEREST GROUP LTD $7120.00%1 -1-50.0% -$712 减仓
— TOPBUILD COR $7090.00%2 00.0% — 不变
PPG PPG INDS INC $6990.00%5 -2-28.6% -$280 减仓
CI THE CIGNA GROUP $6980.00%2 -2-50.0% -$698 减仓
BMRN BIOMARIN PHARMACEUTICAL INC $6970.00%12 00.0% — 不变
EQT EQT CORP $6930.00%13 -8-38.1% -$426 减仓
WING WINGSTOP INC $6930.00%4 00.0% — 不变
DBX DROPBOX INC $6860.00%25 -4-13.8% -$110 减仓
KDP KEURIG DR PEPPER INC $6830.00%20 425.0% $137 加仓
NUDM NUSHARES ETF TR $6800.00%17 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $6790.00%9 -4-30.8% -$302 减仓
ARLO ARLO TECHNOLOGIES INC $6740.00%50 00.0% — 不变
— FIDELITY COVINGTON TRUST $6740.00%20 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $6710.00%19 -1-5.0% -$35 减仓
KNSL KINSALE CAP GROUP INC $6590.00%2 00.0% — 不变
MOH MOLINA HEALTHCARE INC $6570.00%2 00.0% — 不变
SWK STANLEY BLACK & DECKER INC $6530.00%6 -1-14.3% -$109 减仓
TSN TYSON FOODS INC $6480.00%11 -2-15.4% -$118 减仓
MHK MOHAWK INDS INC $6480.00%5 -1-16.7% -$130 减仓
WST WEST PHARMACEUTICAL SVSC IN $6460.00%1 00.0% — 不变
RODM LATTICE STRATEGIES TR $6460.00%16 16— $646 新建仓
FIGR FIGURE TECHNOLOGY SOLUTIO $6440.00%21 00.0% — 不变
CAG CONAGRA BRANDS INC $6380.00%47 -14-23.0% -$190 减仓
BRKR BRUKER CORP $6380.00%10 00.0% — 不变
ELS EQUITY LIFESTYLE PROPERTIES $6350.00%9 00.0% — 不变
OLN OLIN CORP $6340.00%32 -2-5.9% -$40 减仓
WDAY WORKDAY INC $6310.00%5 5— $631 新建仓
IGSB ISHARES TR $6280.00%12 10500.0% $523 加仓
AMH AMERICAN HOMES 4 RENT $6270.00%18 00.0% — 不变
TROW PRICE T ROWE GROUP INC $6240.00%5 125.0% $125 加仓
UGI UGI CORP NEW $6210.00%18 -4-18.2% -$138 减仓