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DHJJ Financial Advisors, Ltd. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
DHJJ Financial Advisors, Ltd.
报告期 2026-03-31 · CIK 0001844716
持仓数
1,081
前50大市值合计
$204.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 98 项
建仓 6
增持 54
减持 36
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
OCTW
AIM ETF PRODUCTS TRUST
+$765.0K
27,248
建仓
KJUL
INNOVATOR ETFS TR
+$455.0K
17,096
减持
IJH
ISHARES TR
-$439.0K
66,083
-0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
PJUL
INNOVATOR ETFS TR
+$394.0K
12,895
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$380.0K
34,343
+30%
增持
NJUL
INNOVATOR ETFS TR
+$368.0K
21,402
+57%
减持
IWM
ISHARES TR
-$336.0K
31,497
-0%
增持
PSEP
INNOVATOR ETFS TR
+$278.0K
35,288
+33%
建仓
FSEP
FIRST TR EXCHNG TRADED FD VI
+$276.0K
7,929
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$273.0K
68,323
+6%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$233.0K
20,080
+31%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$233.0K
31,437
+6%
减持
IWO
ISHARES TR
-$228.0K
11,907
-0%
建仓
POCT
INNOVATOR ETFS TR
+$224.0K
6,730
清仓
T
AT&T INC
-$212.0K
0
-100%
清仓
AGG
ISHARES TR
-$204.0K
0
-100%
增持
SCHM
SCHWAB STRATEGIC TR
+$202.0K
89,548
+5%
建仓
AVGO
BROADCOM INC
+$200.0K
413
减持
QQQ
INVESCO QQQ TR
+$200.0K
65,215
-0%
增持
PAUG
INNOVATOR ETFS TR
+$164.0K
20,937
+37%
增持
BJUL
INNOVATOR ETFS TR
+$161.0K
23,710
+27%
增持
BSEP
INNOVATOR ETFS TR
+$161.0K
49,703
+12%
增持
BAUG
INNOVATOR ETFS TR
+$159.0K
20,512
+34%
增持
SCHG
SCHWAB STRATEGIC TR
+$150.0K
45,285
+1%
增持
FMB
FIRST TR EXCH TRADED FD III
+$145.0K
30,267
+10%
增持
SCHB
SCHWAB STRATEGIC TR
+$133.0K
24,234
+6%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$127.0K
13,575
-1%
减持
LDSF
FIRST TR EXCHNG TRADED FD VI
-$104.0K
20,085
-20%
减持
SPY
SPDR S&P 500 ETF TR
-$100.0K
7,988
-3%
增持
SCHA
SCHWAB STRATEGIC TR
+$84.0K
31,822
+6%
增持
IHDG
WISDOMTREE TR
+$84.0K
62,147
+5%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$84.0K
15,297
+19%
增持
DSEP
FIRST TR EXCHNG TRADED FD VI
+$82.0K
9,640
+37%
增持
—
INNOVATOR ETFS TR
+$81.0K
18,989
+16%
增持
PJUN
INNOVATOR ETFS TR
+$77.0K
23,371
+12%
减持
NKE
NIKE INC
-$72.0K
4,246
-5%
增持
RSPS
INVESCO EXCHANGE TRADED FD T
-$64.0K
12,083
+1%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$62.0K
152,999
+2%
增持
IWF
ISHARES TR
+$59.0K
15,202
+0%
增持
PMAY
INNOVATOR ETFS TR
+$59.0K
32,045
+6%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$56.0K
16,843
-1%
增持
NOBL
PROSHARES TR
+$56.0K
20,816
+6%
增持
—
INNOVATOR ETFS TR
+$51.0K
12,903
+3%
增持
IJUL
INNOVATOR ETFS TR
+$48.0K
11,308
+22%
减持
AAPL
APPLE INC
+$46.0K
10,508
-0%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$46.0K
5,311
-15%
增持
DGRW
WISDOMTREE TR
+$45.0K
10,210
+10%
增持
SCHF
SCHWAB STRATEGIC TR
+$43.0K
44,818
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$42.0K
116,601
+3%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$37.0K
26,065
-1%
减持
VDC
VANGUARD WORLD FDS
-$31.0K
8,783
-0%
增持
—
INNOVATOR ETFS TR
+$31.0K
16,415
+2%
减持
VHT
VANGUARD WORLD FDS
-$27.0K
2,280
-5%
减持
DNOV
FIRST TR EXCHNG TRADED FD VI
-$24.0K
69,552
-1%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$24.0K
92,526
-0%
增持
AMZN
AMAZON COM INC
-$23.0K
215
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$20.0K
2,447
-1%
增持
USEP
INNOVATOR ETFS TR
+$20.0K
13,325
+7%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$20.0K
49,191
+4%
增持
SCHV
SCHWAB STRATEGIC TR
+$19.0K
5,856
+6%
减持
MSFT
MICROSOFT CORP
+$18.0K
1,772
-1%
减持
JPM
JPMORGAN CHASE & CO
+$15.0K
1,900
-0%
减持
MA
MASTERCARD INCORPORATED
-$15.0K
787
-1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$14.0K
15,361
-3%
减持
DFAC
DIMENSIONAL ETF TRUST
-$13.0K
20,359
-1%
增持
NAPR
INNOVATOR ETFS TR
+$12.0K
15,040
+1%
减持
META
FACEBOOK INC
-$12.0K
1,020
-1%
增持
FNDF
SCHWAB STRATEGIC TR
-$11.0K
25,524
+0%
增持
BFEB
INNOVATOR ETFS TR
+$10.0K
46,293
+0%
减持
USB
US BANCORP DEL
-$10.0K
19,145
-5%
增持
BAPR
INNOVATOR ETFS TR
+$9.0K
33,949
+0%
增持
—
INNOVATOR ETFS TR
+$9.0K
16,253
+1%
增持
SDY
SPDR SER TR
+$9.0K
3,585
+6%
减持
GOOG
ALPHABET INC
+$9.0K
88
-2%
增持
EJAN
INNOVATOR ETFS TR
-$7.0K
7,077
+0%
减持
HD
HOME DEPOT INC
+$7.0K
1,041
-1%
增持
BMAY
INNOVATOR ETFS TR
+$6.0K
16,301
+1%
增持
XBAP
INNOVATOR ETFS TR
+$6.0K
12,347
+2%
增持
KAPR
INNOVATOR ETFS TR
-$6.0K
17,517
+0%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$5.0K
6,780
+0%
减持
FNDX
SCHWAB STRATEGIC TR
-$5.0K
4,308
-0%
减持
PAPR
INNOVATOR ETFS TR
+$5.0K
57,279
-0%
增持
FYX
FIRST TR SML CP CORE ALPHA F
-$5.0K
3,642
+0%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$4.0K
4,950
-1%
增持
PFEB
INNOVATOR ETFS TR
+$4.0K
11,783
+0%
减持
BMAR
INNOVATOR ETFS TR
+$4.0K
28,968
-0%
增持
PNOV
INNOVATOR ETFS TR
-$4.0K
7,091
+0%
减持
VUG
VANGUARD INDEX FDS
+$2.0K
877
-0%
增持
KJAN
INNOVATOR ETFS TR
-$2.0K
45,650
+0%
增持
APRW
AIM ETF PRODUCTS TRUST
+$2.0K
8,290
+0%
减持
QMAR
FIRST TR EXCHNG TRADED FD VI
+$2.0K
9,925
-0%
增持
UAUG
INNOVATOR ETFS TR
+$2.0K
8,293
+1%
增持
IFLN
INVESCO EXCH TRADED FD TR II
-$1.0K
16,035
+0%
减持
KOCT
INNOVATOR ETFS TR
-$1.0K
70,765
-1%
减持
PMAR
INNOVATOR ETFS TR
-$1.0K
21,793
-0%
增持
SCHX
SCHWAB STRATEGIC TR
+$0
5,012
+0%
减持
NOCT
INNOVATOR ETFS TR
+$0
18,185
-1%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
+$0
1,677
-2%
