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 |
|---|---|---|---|---|---|---|---|---|
| ENPH | ENPHASE ENERGY INC | $300 | 0.00% | 6 | -1 | -14.3% | -$50 | 减仓 |
| POOL | POOL CORP | $295 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TS | TENARIS S A | $295 | 0.00% | 5 | 5 | — | $295 | 新建仓 |
| FOUR | SHIFT4 PMTS INC | $291 | 0.00% | 6 | -1 | -14.3% | -$48 | 减仓 |
| OVV | OVINTIV INC | $291 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $291 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $287 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $285 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $283 | 0.00% | 5 | -6 | -54.5% | -$340 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $281 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $276 | 0.00% | 11 | -1 | -8.3% | -$25 | 减仓 |
| NWSA | NEWS CORP NEW | $275 | 0.00% | 11 | -2 | -15.4% | -$50 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $273 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WLK | WESTLAKE CORPORATION | $271 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AAP | ADVANCE AUTO PARTS INC | $271 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP | $271 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $268 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WORKS INC | $267 | 0.00% | 11 | -2 | -15.4% | -$49 | 减仓 |
| VC | VISTEON CORP | $265 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY | $262 | 0.00% | 17 | -8 | -32.0% | -$123 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $262 | 0.00% | 28 | -9 | -24.3% | -$84 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $260 | 0.00% | 1 | -2 | -66.7% | -$520 | 减仓 |
| ERIE | ERIE INDTY CO | $255 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| MDU | MDU RES GROUP INC | $254 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $253 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $252 | 0.00% | 3 | -7 | -70.0% | -$588 | 减仓 |
| DINO | HF SINCLAIR CORP | $252 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SLG | SL GREEN RLTY CORP | $252 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $249 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY TRUST INC | $247 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC | $247 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $245 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $245 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $245 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP | $244 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| GPK | GRAPHIC PACKAGING HLDG CO | $243 | 0.00% | 23 | -8 | -25.8% | -$85 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $243 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL | $241 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $240 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SKT | TANGER INC | $240 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC | $238 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $234 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $232 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $231 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $227 | 0.00% | 1 | -4 | -80.0% | -$908 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $226 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $224 | 0.00% | 7 | -18 | -72.0% | -$576 | 减仓 |
| CR | CRANE COMPANY | $224 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES | $223 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $218 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $218 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD | $217 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC | $215 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V | $213 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $213 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $213 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC | $210 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HIW | HIGHWOODS PPTYS INC | $207 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC | $207 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $206 | 0.00% | 4 | -1 | -20.0% | -$52 | 减仓 |
| OSK | OSHKOSH CORP | $205 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $205 | 0.00% | 15 | -1 | -6.2% | -$14 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $204 | 0.00% | 6 | -1 | -14.3% | -$34 | 减仓 |
| PODD | INSULET CORP | $202 | 0.00% | 1 | -2 | -66.7% | -$404 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $199 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| OUT | OUTFRONT MEDIA INC | $194 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS INC | $193 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $191 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $189 | 0.00% | 6 | -7 | -53.8% | -$220 | 减仓 |
| VSAT | VIASAT INC | $189 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $188 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MXL | MAXLINEAR INC | $188 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $187 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $186 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $185 | 0.00% | 3 | -1 | -25.0% | -$62 | 减仓 |
| IDA | IDACORP INC | $184 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION S | $183 | 0.00% | 4 | -10 | -71.4% | -$458 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $182 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC | $180 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LINE | LINEAGE INC | $179 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $176 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $176 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PRMB | PRIMO BRANDS CORPORATION | $175 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES | $173 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS | $172 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $171 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $171 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FSS | FEDERAL SIGNAL CORP | $170 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $169 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $169 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC | $166 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $165 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VRNS | VARONIS SYS INC | $165 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $164 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $164 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $163 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $163 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $162 | 0.00% | 2 | -11 | -84.6% | -$891 | 减仓 |
| UE | URBAN EDGE PPTYS | $162 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC. | $161 | 0.00% | 5 | -1 | -16.7% | -$32 | 减仓 |