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 |
|---|---|---|---|---|---|---|---|---|
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $104 | 0.00% | 2 | -1 | -33.3% | -$52 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION COM | $104 | 0.00% | 1 | -1 | -50.0% | -$104 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC COM SHS | $104 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC COM | $104 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $104 | 0.00% | 1 | 1 | — | $104 | 新建仓 |
| ESTC | ELASTIC N V ORD SHS | $103 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HHH | HOWARD HUGHES HOLDINGS INC COM | $103 | 0.00% | 1 | -1 | -50.0% | -$103 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $103 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP COM | $103 | 0.00% | 2 | -1 | -33.3% | -$52 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $103 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC CL A | $102 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC CL A | $102 | 0.00% | 7 | -1 | -12.5% | -$15 | 减仓 |
| ACIW | ACI WORLDWIDE INC COM | $102 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP COM | $102 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC CL A | $101 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LIF | LIFE360 INC COM | $101 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $101 | 0.00% | 16 | -1 | -5.9% | -$6 | 减仓 |
| FTDR | FRONTDOOR INC COM | $101 | 0.00% | 1 | -1 | -50.0% | -$101 | 减仓 |
| GAP | GAP INC COM | $101 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC COM | $101 | 0.00% | 3 | -1 | -25.0% | -$34 | 减仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $101 | 0.00% | 10 | -1 | -9.1% | -$10 | 减仓 |
| DEI | DOUGLAS EMMETT INC COM | $100 | 0.00% | 10 | -1 | -9.1% | -$10 | 减仓 |
| FORM | FORMFACTOR INC COM | $100 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VAL | VALARIS LTD CL A | $100 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SIGI | SELECTIVE INS GROUP INC COM | $99 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC COM | $99 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC COM | $99 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $99 | 0.00% | 14 | -1 | -6.7% | -$7 | 减仓 |
| RDN | RADIAN GROUP INC COM | $98 | 0.00% | 2 | -1 | -33.3% | -$49 | 减仓 |
| MARA | MARA HOLDINGS INC COM | $97 | 0.00% | 11 | -1 | -8.3% | -$9 | 减仓 |
| KNF | KNIFE RIVER CORP COMMON STOCK | $97 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $96 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AX | AXOS FINANCIAL INC COM | $96 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LTC | LTC PPTYS INC COM | $96 | 0.00% | 2 | -1 | -33.3% | -$48 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $96 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC COM | $96 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CGON | CG ONCOLOGY INC COM | $96 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $95 | 0.00% | 11 | -1 | -8.3% | -$9 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HLD COM | $95 | 0.00% | 15 | -1 | -6.2% | -$6 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY COM SER N | $95 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC CL A | $95 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ITGR | INTEGER HLDGS CORP COM | $95 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP COM | $95 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MWA | MUELLER WTR PRODS INC COM SER A | $95 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PTCT | PTC THERAPEUTICS INC COM | $94 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $94 | 0.00% | 2 | -1 | -33.3% | -$47 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO COM | $93 | 0.00% | 9 | -1 | -10.0% | -$10 | 减仓 |
| TPG | TPG INC COM CL A | $92 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP COM | $92 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SHO | SUNSTONE HOTEL INVS INC NEW COM | $92 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | $91 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC COM | $90 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES CORP COM | $90 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LAUR | LAUREATE ED INC COMMON STOCK | $90 | 0.00% | 2 | -1 | -33.3% | -$45 | 减仓 |
| FHI | FEDERATED HERMES INC CL B | $90 | 0.00% | 1 | -1 | -50.0% | -$90 | 减仓 |
| GTY | GETTY RLTY CORP NEW COM | $90 | 0.00% | 2 | -1 | -33.3% | -$45 | 减仓 |
| QBTS | D-WAVE QUANTUM INC COM | $89 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP COM | $89 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $88 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP COM | $87 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC COM CL A | $87 | 0.00% | 1 | -1 | -50.0% | -$87 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC COM | $86 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO COM | $85 | 0.00% | 6 | -4 | -40.0% | -$57 | 减仓 |
| MMSI | MERIT MED SYS INC COM | $85 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYS INC COM | $85 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES COM | $85 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $85 | 0.00% | 2 | -1 | -33.3% | -$42 | 减仓 |
| VRNS | VARONIS SYS INC COM | $84 | 0.00% | 3 | -1 | -25.0% | -$28 | 减仓 |
| DLB | DOLBY LABORATORIES INC COM CL A | $84 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TDS | TELEPHONE & DATA SYS INC COM NEW | $84 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | APELLIS PHARMACEUTICALS INC COM | $84 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC CL A | $83 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MIR | MIRION TECHNOLOGIES INC COM CL A | $83 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $83 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $83 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC COM | $83 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | TRI POINTE HOMES INC COM | $83 | 0.00% | 1 | -1 | -50.0% | -$83 | 减仓 |
| ADT | ADT INC DEL COM | $82 | 0.00% | 12 | -1 | -7.7% | -$7 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC COMMON STOCK | $82 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SFBS | SERVISFIRST BANCSHARES INC COM | $82 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | VERIS RESIDENTIAL INC COM | $82 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DAN | DANA INC COM | $82 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RDNT | RADNET INC COM | $81 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FFIN | FIRST FINL BANKSHARES INC COM | $81 | 0.00% | 2 | -1 | -33.3% | -$40 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC COM | $81 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BGC | BGC GROUP INC CL A | $81 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC CL A | $81 | 0.00% | 1 | -1 | -50.0% | -$81 | 减仓 |
| PEGA | PEGASYSTEMS INC COM | $79 | 0.00% | 1 | -1 | -50.0% | -$79 | 减仓 |
| OPCH | OPTION CARE HEALTH INC COM NEW | $79 | 0.00% | 2 | -1 | -33.3% | -$40 | 减仓 |
| SLGN | SILGAN HLDGS INC COM | $79 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE GA COM | $79 | 0.00% | 2 | -1 | -33.3% | -$40 | 减仓 |
| PLUG | PLUG PWR INC COM NEW | $79 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC CL A | $79 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PSN | PARSONS CORP DEL COM | $78 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PEB | PEBBLEBROOK HOTEL TR COM | $78 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VIRT | VIRTU FINL INC CL A | $78 | 0.00% | 1 | -1 | -50.0% | -$78 | 减仓 |
| CNO | CNO FINL GROUP INC COM | $77 | 0.00% | 1 | -1 | -50.0% | -$77 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY INC COM | $77 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IBOC | INTERNATIONAL BANCSHARES CORP COM | $76 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | AMICUS THERAPEUTIC COM | $76 | 0.00% | 5 | 0 | 0.0% | — | 不变 |