13F 机构持仓

JFS WEALTH ADVISORS, LLC

HERMITAGE PA · SEC CIK 0001568068

2026Q22026Q1 更早 9 个季度 🔒
$20.06亿2026Q2 申报市值
2,253持仓数
43.3%前十大占比 · 第一大 10.0%
403 / 56新建仓 / 清仓
申报市值走势$20.06亿2026Q2
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

DIMENSIONAL ET 10.0%
DFAX 6.9%
DFUS 5.4%
IWB 4.0%
AGG 3.7%
IVV 3.5%
IJH 2.8%
BRK/B 2.6%
IJR 2.3%
DFAI 2.2%

2026Q2 买入最多 按季末市值估算

DIMENSIONAL ETF 加仓+$2,081.40万
DFIC 加仓+$657.40万
AGG 加仓+$408.26万
IVV 加仓+$311.01万
DFEM 加仓+$263.10万

2026Q2 卖出最多 按季末市值估算

KLAC 减仓-$337.92万
BIV 减仓-$298.39万
HONEYWELL INTL I 清仓-$211.07万
DFUS 减仓-$195.57万
QUAL 减仓-$138.67万

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
— GRAYSCALE ETHEREUM STAKING E $4,6070.00%361 00.0% — 不变
PSN PARSONS CORP DEL $4,6110.00%88 810.0% $419 加仓
ALKS ALKERMES PLC $4,6110.00%88 2744.3% $1,415 加仓
AXTA AXALTA COATING SYS LTD $4,6200.00%135 86.3% $274 加仓
LPX LOUISIANA PAC CORP $4,6410.00%59 -2-3.3% -$157 减仓
AGI ALAMOS GOLD INC $4,6430.00%153 00.0% — 不变
UBSI UNITED BANKSHARES INC WEST V $4,6460.00%101 88.6% $368 加仓
IRDM IRIDIUM COMMUNICATIONS INC $4,6630.00%85 65325.0% $3,566 加仓
BRC BRADY CORP $4,6710.00%51 48.5% $366 加仓
SKY CHAMPION HOMES INC $4,6710.00%53 1023.3% $881 加仓
ETSY ETSY INC $4,6710.00%62 2047.6% $1,507 加仓
BAP CREDICORP LTD $4,6750.00%12 00.0% — 不变
AROC ARCHROCK INC $4,6820.00%115 1616.2% $651 加仓
JKHY HENRY JACK & ASSOC INC $4,6840.00%34 -22-39.3% -$3,031 减仓
HXL HEXCEL CORP NEW $4,7030.00%47 00.0% — 不变
BEP BROOKFIELD RENEWABLE ENERGY $4,7240.00%136 136— $4,724 新建仓
CSW CSW INDUSTRIALS INC $4,7320.00%17 321.4% $835 加仓
CNO CNO FINL GROUP INC $4,7420.00%93 00.0% — 不变
CALM CAL MAINE FOODS INC $4,7540.00%59 815.7% $645 加仓
NOV NOV INC $4,7680.00%257 135.3% $241 加仓
USIG ISHARES TR $4,7700.00%93 93— $4,770 新建仓
MTDR MATADOR RES CO $4,7790.00%96 77.9% $348 加仓
LW LAMB WESTON HLDGS INC $4,7930.00%111 4773.4% $2,029 加仓
NVST ENVISTA HOLDINGS CORPORATION $4,7960.00%182 52.8% $132 加仓
EL LAUDER ESTEE COS INC $4,8160.00%61 1327.1% $1,026 加仓
DIOD DIODES INC $4,8160.00%44 1237.5% $1,313 加仓
BIP BROOKFIELD INFRASTRUCTURE PA $4,8170.00%132 4246.7% $1,533 加仓
PJT PJT PARTNERS INC $4,8310.00%32 310.3% $453 加仓
FBIN FORTUNE BRANDS INNOVATIONS I $4,8320.00%88 1317.3% $714 加仓
POST POST HLDGS INC $4,8550.00%55 47.8% $353 加仓
GPC GENUINE PARTS CO $4,8630.00%41 -15-26.8% -$1,779 减仓
CRUS CIRRUS LOGIC INC $4,9020.00%33 26.5% $297 加仓
OGE OGE ENERGY CORP $4,9150.00%101 2024.7% $973 加仓
GPI GROUP 1 AUTOMOTIVE INC $4,9500.00%17 16.2% $291 加仓
SQM SOCIEDAD QUIMICA Y MINERA DE $4,9610.00%67 00.0% — 不变
VLY VALLEY NATL BANCORP $4,9880.00%339 10444.3% $1,530 加仓
MIDD MIDDLEBY CORP $4,9890.00%29 27.4% $344 加仓
BIO BIO RAD LABS INC $4,9920.00%17 00.0% — 不变
NXST NEXSTAR MEDIA GROUP INC $5,0010.00%28 -6-17.6% -$1,072 减仓
FNV FRANCO NEV CORP $5,0030.00%24 00.0% — 不变
GDDY GODADDY INC $5,0080.00%59 -8-11.9% -$679 减仓
SPHR SPHERE ENTERTAINMENT CO $5,0180.00%29 416.0% $692 加仓
LBRT LIBERTY ENERGY INC $5,0290.00%192 3522.3% $917 加仓
VCTR VICTORY CAP HLDGS INC DEL $5,0440.00%60 1225.0% $1,009 加仓
INSW INTERNATIONAL SEAWAYS INC $5,0550.00%66 813.8% $613 加仓
MTRN MATERION CORP $5,0560.00%17 654.5% $1,784 加仓
BOOT BOOT BARN HLDGS INC $5,0930.00%31 519.2% $821 加仓
CP CANADIAN PACIFIC KANSAS CITY $5,1130.00%59 36156.5% $3,120 加仓
KODK EASTMAN KODAK CO $5,1340.00%555 00.0% — 不变
ATR APTARGROUP INC $5,1340.00%41 720.6% $877 加仓
FMNB FARMERS NATIONAL BANC CORP $5,1830.00%355 -4,160-92.1% -$6.07万 减仓
CNOB CONNECTONE BANCORP INC $5,1840.00%155 00.0% — 不变
MTCH MATCH GROUP INC NEW $5,2130.00%137 3737.0% $1,408 加仓
SBSW SIBANYE STILLWATER LTD $5,2640.00%620 00.0% — 不变
KNSL KINSALE CAP GROUP INC $5,2770.00%16 -3-15.8% -$989 减仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $5,2860.00%106 -532-83.4% -$2.65万 减仓
GBCI GLACIER BANCORP INC NEW $5,3130.00%103 00.0% — 不变
CBSH COMMERCE BANCSHARES INC $5,3130.00%92 2027.8% $1,155 加仓
PAC GRUPO AEROPORTUNARIO DEL PAC $5,3170.00%21 00.0% — 不变
VICR VICOR CORP $5,3170.00%14 00.0% — 不变
MAIN MAIN STR CAP CORP $5,3440.00%103 103— $5,344 新建仓
SCZ ISHARES TR $5,3480.00%65 1427.5% $1,152 加仓
LOGI LOGITECH INTL S A $5,3610.00%57 00.0% — 不变
TKC TURKCELL ILETISIM $5,4390.00%925 00.0% — 不变
BCH BANCO DE CHILE $5,4480.00%137 00.0% — 不变
MOH MOLINA HEALTHCARE INC $5,4890.00%24 850.0% $1,830 加仓
WCN WASTE CONNECTIONS INC $5,5010.00%33 00.0% — 不变
AAAU GOLDMAN SACHS PHYSICAL GOLD $5,5010.00%139 118561.9% $4,670 加仓
GPN GLOBAL PMTS INC $5,5150.00%76 3585.4% $2,540 加仓
AGO ASSURED GUARANTY LTD $5,5320.00%69 00.0% — 不变
PDBC INVESCO ACTVELY MNGD ETC FD $5,5580.00%350 00.0% — 不变
BKU BANKUNITED INC $5,5720.00%115 109.5% $485 加仓
HCC WARRIOR MET COAL INC $5,6010.00%69 1119.0% $893 加仓
SON SONOCO PRODS CO $5,6350.00%100 52108.3% $2,930 加仓
ARKK ARK ETF TR $5,6580.00%70 00.0% — 不变
GEF GREIF INC $5,6690.00%76 45.6% $298 加仓
NMIH NMI HLDGS INC $5,6710.00%138 1916.0% $781 加仓
AES AES CORP $5,6740.00%387 8628.6% $1,261 加仓
CACC CREDIT ACCEP CORP MICH $5,7310.00%9 112.5% $637 加仓
AFG AMERICAN FINANCIAL GROUP INC $5,7380.00%41 513.9% $700 加仓
FHI FEDERATED HERMES INC $5,7430.00%104 00.0% — 不变
OPLN OPENLANE INC $5,7740.00%140 2521.7% $1,031 加仓
FHN FIRST HORIZON CORPORATION $5,7970.00%225 3417.8% $876 加仓
TTC TORO CO $5,8590.00%60 00.0% — 不变
AGCO AGCO CORP $5,8660.00%49 36.5% $359 加仓
PTCT PTC THERAPEUTICS INC $5,8740.00%72 1526.3% $1,224 加仓
BDC BELDEN INC $5,8770.00%49 00.0% — 不变
ARES ARES MANAGEMENT CORPORATION $5,9000.00%53 -4-7.0% -$445 减仓
ST SENSATA TECHNOLOGIES HLDG PL $5,9200.00%124 00.0% — 不变
CNM CORE & MAIN INC $5,9350.00%123 87.0% $386 加仓
COO COOPER COS INC $5,9520.00%83 -7-7.8% -$502 减仓
TCBI TEXAS CAP BANCSHARES INC $5,9900.00%58 00.0% — 不变
SLM SLM CORP $5,9930.00%231 00.0% — 不变
SSB SOUTHSTATE BK CORP $5,9940.00%60 35.3% $300 加仓
SCI SERVICE CORP INTL $6,0010.00%79 68.2% $456 加仓
DJT TRUMP MEDIA & TECHNOLOGY GRO $6,0140.00%777 00.0% — 不变
ESAB ESAB CORPORATION $6,0170.00%61 -3-4.7% -$296 减仓
TRMB TRIMBLE INC $6,0400.00%118 -90-43.3% -$4,607 减仓
ALV AUTOLIV INC $6,0410.00%52 00.0% — 不变
GTX GARRETT MOTION INC $6,0510.00%167 74.4% $254 加仓