JFS WEALTH ADVISORS, LLC
HERMITAGE PA · SEC CIK 0001568068
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| HQY | HEALTHEQUITY INC | $6,052 | 0.00% | 67 | 3 | 4.7% | $271 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $6,055 | 0.00% | 23 | 5 | 27.8% | $1,316 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $6,068 | 0.00% | 56 | 11 | 24.4% | $1,192 | 加仓 |
| AOS | SMITH A O CORP | $6,084 | 0.00% | 97 | 7 | 7.8% | $439 | 加仓 |
| NTNX | NUTANIX INC | $6,116 | 0.00% | 120 | -2 | -1.6% | -$102 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $6,127 | 0.00% | 197 | 9 | 4.8% | $280 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $6,144 | 0.00% | 10 | 2 | 25.0% | $1,229 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $6,165 | 0.00% | 50 | 8 | 19.0% | $986 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $6,179 | 0.00% | 143 | -3 | -2.1% | -$130 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $6,186 | 0.00% | 123 | 22 | 21.8% | $1,106 | 加仓 |
| ICSH | ISHARES TR | $6,222 | 0.00% | 123 | -27 | -18.0% | -$1,366 | 减仓 |
| DAN | DANA INC | $6,232 | 0.00% | 229 | 19 | 9.0% | $517 | 加仓 |
| SSL | SASOL LTD | $6,236 | 0.00% | 635 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $6,250 | 0.00% | 67 | 26 | 63.4% | $2,425 | 加仓 |
| XSOE | WISDOMTREE TR | $6,267 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| CIB | GRUPO CIBEST SA | $6,275 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $6,280 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $6,300 | 0.00% | 50 | -20 | -28.6% | -$2,520 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $6,305 | 0.00% | 47 | -9 | -16.1% | -$1,207 | 减仓 |
| FER | FERROVIAL NV | $6,313 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $6,338 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| DDS | DILLARDS INC | $6,343 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $6,361 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $6,372 | 0.00% | 156 | 33 | 26.8% | $1,348 | 加仓 |
| M | MACYS INC | $6,379 | 0.00% | 270 | 20 | 8.0% | $473 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $6,380 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $6,389 | 0.00% | 8 | 4 | 100.0% | $3,194 | 加仓 |
| MHK | MOHAWK INDS INC | $6,431 | 0.00% | 53 | 22 | 71.0% | $2,669 | 加仓 |
| MGA | MAGNA INTL INC | $6,435 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $6,466 | 0.00% | 113 | 9 | 8.7% | $515 | 加仓 |
| ARKQ | ARK ETF TR | $6,479 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $6,486 | 0.00% | 93 | 26 | 38.8% | $1,813 | 加仓 |
| EMN | EASTMAN CHEM CO | $6,490 | 0.00% | 96 | 22 | 29.7% | $1,487 | 加仓 |
| FTAI | FTAI AVIATION LTD | $6,493 | 0.00% | 24 | 1 | 4.3% | $271 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $6,534 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $6,576 | 0.00% | 269 | 20 | 8.0% | $489 | 加仓 |
| POWL | POWELL INDS INC | $6,587 | 0.00% | 23 | 8 | 53.3% | $2,291 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $6,610 | 0.00% | 121 | 10 | 9.0% | $546 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $6,614 | 0.00% | 109 | 6 | 5.8% | $364 | 加仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $6,644 | 0.00% | 229 | 229 | — | $6,644 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $6,646 | 0.00% | 188 | 37 | 24.5% | $1,308 | 加仓 |
| CPA | COPA HOLDINGS SA | $6,690 | 0.00% | 43 | 1 | 2.4% | $156 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $6,706 | 0.00% | 227 | 24 | 11.8% | $709 | 加仓 |
| IEF | ISHARES TR | $6,715 | 0.00% | 71 | 71 | — | $6,715 | 新建仓 |
| GMED | GLOBUS MED INC | $6,716 | 0.00% | 85 | 5 | 6.2% | $395 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $6,764 | 0.00% | 82 | 28 | 51.9% | $2,310 | 加仓 |
| NJR | NEW JERSEY RES CORP | $6,798 | 0.00% | 121 | 62 | 105.1% | $3,483 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $6,831 | 0.00% | 127 | 20 | 18.7% | $1,076 | 加仓 |
| VLTO | VERALTO CORP | $6,834 | 0.00% | 77 | 3 | 4.1% | $266 | 加仓 |
| GHC | GRAHAM HLDGS CO | $6,849 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $6,877 | 0.00% | 69 | 3 | 4.5% | $299 | 加仓 |
| TRU | TRANSUNION | $6,926 | 0.00% | 96 | -12 | -11.1% | -$866 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $6,955 | 0.00% | 217 | 9 | 4.3% | $288 | 加仓 |
| NWSA | NEWS CORP NEW | $6,978 | 0.00% | 281 | 8 | 2.9% | $199 | 加仓 |
| TECK | TECK RESOURCES LTD | $7,017 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $7,028 | 0.00% | 24 | 1 | 4.3% | $293 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $7,042 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| RDN | RADIAN GROUP INC | $7,045 | 0.00% | 187 | 25 | 15.4% | $942 | 加仓 |
| CVE | CENOVUS ENERGY INC | $7,071 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP | $7,109 | 0.00% | 79 | 54 | 216.0% | $4,859 | 加仓 |
| CG | CARLYLE GROUP INC | $7,117 | 0.00% | 169 | -11 | -6.1% | -$463 | 减仓 |
| EG | EVEREST GROUP LTD | $7,145 | 0.00% | 20 | 4 | 25.0% | $1,429 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $7,152 | 0.00% | 30 | 2 | 7.1% | $477 | 加仓 |
| APA | APA CORPORATION | $7,198 | 0.00% | 221 | 67 | 43.5% | $2,182 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $7,243 | 0.00% | 80 | 4 | 5.3% | $362 | 加仓 |
| IBHF | ISHARES TR | $7,248 | 0.00% | 320 | 320 | — | $7,248 | 新建仓 |
| GVA | GRANITE CONSTR INC | $7,275 | 0.00% | 46 | 7 | 17.9% | $1,107 | 加仓 |
| GIB | CGI INC | $7,297 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| FMAT | FIDELITY COVINGTON TRUST | $7,314 | 0.00% | 125 | 125 | — | $7,314 | 新建仓 |
| DFIP | DIMENSIONAL ETF TRUST | $7,344 | 0.00% | 178 | 100 | 128.2% | $4,126 | 加仓 |
| OSK | OSHKOSH CORP | $7,368 | 0.00% | 48 | 3 | 6.7% | $460 | 加仓 |
| LEA | LEAR CORP | $7,374 | 0.00% | 55 | 2 | 3.8% | $268 | 加仓 |
| SNOW | SNOWFLAKE INC | $7,381 | 0.00% | 29 | 8 | 38.1% | $2,036 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $7,391 | 0.00% | 160 | -37 | -18.8% | -$1,709 | 减仓 |
| EAT | BRINKER INTL INC | $7,392 | 0.00% | 44 | 5 | 12.8% | $840 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $7,398 | 0.00% | 99 | 4 | 4.2% | $299 | 加仓 |
| AMT | AMERICAN TOWER CORP | $7,442 | 0.00% | 45 | -36 | -44.4% | -$5,954 | 减仓 |
| MRCY | MERCURY SYS INC | $7,463 | 0.00% | 61 | 5 | 8.9% | $612 | 加仓 |
| SNY | SANOFI SA | $7,466 | 0.00% | 175 | 136 | 348.7% | $5,802 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $7,468 | 0.00% | 45 | 17 | 60.7% | $2,821 | 加仓 |
| VOD | VODAFONE GROUP PLC | $7,473 | 0.00% | 565 | 35 | 6.6% | $463 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $7,501 | 0.00% | 86 | 3 | 3.6% | $262 | 加仓 |
| CNX | CNX RES CORP | $7,533 | 0.00% | 222 | 10 | 4.7% | $339 | 加仓 |
| P | EVERPURE INC | $7,564 | 0.00% | 96 | 16 | 20.0% | $1,261 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $7,572 | 0.00% | 1,310 | 0 | 0.0% | — | 不变 |
| ESNT | ESSENT GROUP LTD | $7,586 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $7,593 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY | $7,617 | 0.00% | 132 | 34 | 34.7% | $1,962 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $7,662 | 0.00% | 113 | 5 | 4.6% | $339 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $7,669 | 0.00% | 106 | 106 | — | $7,669 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $7,698 | 0.00% | 26 | -5 | -16.1% | -$1,480 | 减仓 |
| AAON | AAON INC | $7,739 | 0.00% | 61 | 4 | 7.0% | $507 | 加仓 |
| LFUS | LITTELFUSE INC | $7,741 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $7,851 | 0.00% | 94 | 4 | 4.4% | $334 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $7,897 | 0.00% | 437 | 39 | 9.8% | $705 | 加仓 |
| KEP | KOREA ELEC PWR CORP | $7,902 | 0.00% | 653 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC | $7,905 | 0.00% | 597 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $7,911 | 0.00% | 44 | 1 | 2.3% | $180 | 加仓 |
| NPO | ENPRO INC | $7,916 | 0.00% | 21 | 4 | 23.5% | $1,508 | 加仓 |
| THG | HANOVER INS GROUP INC | $7,923 | 0.00% | 37 | 0 | 0.0% | — | 不变 |