JFS WEALTH ADVISORS, LLC
HERMITAGE PA · SEC CIK 0001568068
$17.87亿2026Q1 申报市值
1,888持仓数
42.4%前十大占比 · 第一大 8.8%
46 / 62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
DIMENSIONAL ETF 加仓+$1,244.53万
IUSB 加仓+$464.87万
IVV 加仓+$417.40万
AGG 加仓+$371.12万
BIV 加仓+$298.28万
2026Q1 卖出最多 按季末市值估算
IDEV 减仓-$293.19万
DFUS 减仓-$247.04万
DFAX 减仓-$178.86万
BSV 清仓-$164.38万
HYDB 减仓-$133.94万
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 |
|---|---|---|---|---|---|---|---|---|
| XYZ | BLOCK INC | $1.78万 | 0.00% | 296 | 19 | 6.9% | $1,143 | 加仓 |
| STE | STERIS PLC | $1.79万 | 0.00% | 81 | -11 | -12.0% | -$2,432 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1.81万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $1.81万 | 0.00% | 39 | 1 | 2.6% | $465 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1.81万 | 0.00% | 109 | 9 | 9.0% | $1,496 | 加仓 |
| FICO | FAIR ISAAC CORP | $1.81万 | 0.00% | 17 | -1 | -5.6% | -$1,068 | 减仓 |
| NMR | NOMURA HLDGS INC | $1.82万 | 0.00% | 2,303 | 0 | 0.0% | — | 不变 |
| HIMU | BLACKROCK ETF TRUST II | $1.82万 | 0.00% | 380 | -1,776 | -82.4% | -$8.52万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1.82万 | 0.00% | 48 | 2 | 4.3% | $760 | 加仓 |
| PFF | ISHARES TR | $1.82万 | 0.00% | 602 | 2 | 0.3% | $61 | 加仓 |
| CLH | CLEAN HARBORS INC | $1.84万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $1.84万 | 0.00% | 554 | -38 | -6.4% | -$1,262 | 减仓 |
| CACI | CACI INTL INC | $1.85万 | 0.00% | 34 | 2 | 6.2% | $1,088 | 加仓 |
| RIO | RIO TINTO PLC | $1.86万 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $1.86万 | 0.00% | 275 | 5 | 1.9% | $338 | 加仓 |
| NI | NISOURCE INC | $1.87万 | 0.00% | 400 | -15 | -3.6% | -$700 | 减仓 |
| NVT | NVENT ELEC PLC | $1.88万 | 0.00% | 159 | 11 | 7.4% | $1,301 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $1.88万 | 0.00% | 10 | -1 | -9.1% | -$1,885 | 减仓 |
| CLS | CELESTICA INC | $1.89万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.89万 | 0.00% | 359 | 0 | 0.0% | — | 不变 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $1.92万 | 0.00% | 774 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $1.92万 | 0.00% | 83 | -17 | -17.0% | -$3,925 | 减仓 |
| TFC | TRUIST FINL CORP | $1.92万 | 0.00% | 417 | 18 | 4.5% | $827 | 加仓 |
| NGG | NATIONAL GRID PLC | $1.94万 | 0.00% | 229 | 2 | 0.9% | $169 | 加仓 |
| JLL | JONES LANG LASALLE INC | $1.95万 | 0.00% | 64 | 3 | 4.9% | $913 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $1.96万 | 0.00% | 126 | -25 | -16.6% | -$3,888 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.96万 | 0.00% | 1,095 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $1.96万 | 0.00% | 184 | 8 | 4.5% | $854 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $1.96万 | 0.00% | 2,188 | -638 | -22.6% | -$5,729 | 减仓 |
| DOV | DOVER CORP | $1.98万 | 0.00% | 95 | -8 | -7.8% | -$1,668 | 减仓 |
| CINF | CINCINNATI FINL CORP | $1.99万 | 0.00% | 126 | -6 | -4.5% | -$946 | 减仓 |
| PLD | PROLOGIS INC. | $2.01万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $2.01万 | 0.00% | 64 | 1 | 1.6% | $314 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $2.01万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $2.02万 | 0.00% | 74 | -9 | -10.8% | -$2,451 | 减仓 |
| B | BARRICK MNG CORP | $2.02万 | 0.00% | 496 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $2.03万 | 0.00% | 150 | 1 | 0.7% | $135 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $2.04万 | 0.00% | 70 | -3 | -4.1% | -$873 | 减仓 |
| PKG | PACKAGING CORP AMER | $2.04万 | 0.00% | 96 | -18 | -15.8% | -$3,827 | 减仓 |
| UNM | UNUM GROUP | $2.07万 | 0.00% | 283 | 7 | 2.5% | $511 | 加仓 |
| SNA | SNAP ON INC | $2.07万 | 0.00% | 57 | -1 | -1.7% | -$363 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2.08万 | 0.00% | 19 | -1 | -5.0% | -$1,094 | 减仓 |
| FN | FABRINET | $2.09万 | 0.00% | 40 | 2 | 5.3% | $1,043 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $2.09万 | 0.00% | 288 | 12 | 4.3% | $870 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $2.10万 | 0.00% | 107 | -121 | -53.1% | -$2.37万 | 减仓 |
| HDB | HDFC BANK LTD | $2.10万 | 0.00% | 844 | -1,206 | -58.8% | -$3.00万 | 减仓 |
| WCC | WESCO INTL INC | $2.11万 | 0.00% | 77 | 4 | 5.5% | $1,094 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $2.11万 | 0.00% | 130 | -22 | -14.5% | -$3,579 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $2.12万 | 0.00% | 4,209 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $2.12万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $2.13万 | 0.00% | 91 | 2 | 2.2% | $467 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $2.14万 | 0.00% | 502 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $2.18万 | 0.00% | 433 | -93 | -17.7% | -$4,680 | 减仓 |
| RRC | RANGE RES CORP | $2.19万 | 0.00% | 484 | 3 | 0.6% | $136 | 加仓 |
| AVY | AVERY DENNISON CORP | $2.19万 | 0.00% | 127 | 3 | 2.4% | $518 | 加仓 |
| OKTA | OKTA INC | $2.20万 | 0.00% | 279 | -30 | -9.7% | -$2,361 | 减仓 |
| TOL | TOLL BROTHERS INC | $2.20万 | 0.00% | 161 | 6 | 3.9% | $819 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $2.20万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $2.20万 | 0.00% | 1,478 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $2.21万 | 0.00% | 853 | 41 | 5.0% | $1,061 | 加仓 |
| RS | RELIANCE INC | $2.22万 | 0.00% | 73 | -6 | -7.6% | -$1,824 | 减仓 |
| MTZ | MASTEC INC | $2.22万 | 0.00% | 69 | 5 | 7.8% | $1,609 | 加仓 |
| NVO | NOVO-NORDISK A S | $2.23万 | 0.00% | 607 | -190 | -23.8% | -$6,983 | 减仓 |
| WWD | WOODWARD INC | $2.25万 | 0.00% | 63 | 3 | 5.0% | $1,074 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $2.27万 | 0.00% | 115 | -9 | -7.3% | -$1,775 | 减仓 |
| CBRE | CBRE GROUP INC | $2.29万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $2.31万 | 0.00% | 161 | 6 | 3.9% | $859 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $2.32万 | 0.00% | 476 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $2.33万 | 0.00% | 478 | -708 | -59.7% | -$3.45万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $2.34万 | 0.00% | 778 | -2,000 | -72.0% | -$6.02万 | 减仓 |
| AME | AMETEK INC | $2.36万 | 0.00% | 110 | -9 | -7.6% | -$1,929 | 减仓 |
| SRE | SEMPRA | $2.38万 | 0.00% | 244 | 7 | 3.0% | $682 | 加仓 |
| L | LOEWS CORP | $2.38万 | 0.00% | 223 | -3 | -1.3% | -$320 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $2.39万 | 0.00% | 669 | -106 | -13.7% | -$3,784 | 减仓 |
| HLN | HALEON PLC | $2.40万 | 0.00% | 2,395 | -167 | -6.5% | -$1,671 | 减仓 |
| USFD | US FOODS HLDG CORP | $2.42万 | 0.00% | 262 | 11 | 4.4% | $1,014 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $2.42万 | 0.00% | 217 | -21 | -8.8% | -$2,340 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.42万 | 0.00% | 821 | 6 | 0.7% | $177 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $2.44万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $2.45万 | 0.00% | 1,088 | -217 | -16.6% | -$4,882 | 减仓 |
| NTRS | NORTHERN TR CORP | $2.47万 | 0.00% | 177 | 7 | 4.1% | $979 | 加仓 |
| STT | STATE STR CORP | $2.48万 | 0.00% | 196 | 5 | 2.6% | $633 | 加仓 |
| ADSK | AUTODESK INC | $2.49万 | 0.00% | 104 | -20 | -16.1% | -$4,788 | 减仓 |
| HNI | HNI CORP | $2.51万 | 0.00% | 753 | 6 | 0.8% | $200 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $2.52万 | 0.00% | 138 | 5 | 3.8% | $912 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $2.52万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $2.53万 | 0.00% | 129 | -21 | -14.0% | -$4,116 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $2.54万 | 0.00% | 298 | -79 | -21.0% | -$6,733 | 减仓 |
| — | WISDOMTREE TR | $2.56万 | 0.00% | 919 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $2.56万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| WMK | WEIS MKTS INC | $2.56万 | 0.00% | 375 | -7 | -1.8% | -$479 | 减仓 |
| XEL | XCEL ENERGY INC | $2.57万 | 0.00% | 322 | -106 | -24.8% | -$8,460 | 减仓 |
| KGC | KINROSS GOLD CORP | $2.59万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $2.60万 | 0.00% | 37 | 2 | 5.7% | $1,406 | 加仓 |
| ARGX | ARGENX SE | $2.63万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $2.63万 | 0.00% | 512 | 33 | 6.9% | $1,697 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $2.64万 | 0.00% | 133 | -6 | -4.3% | -$1,191 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $2.68万 | 0.00% | 131 | 1 | 0.8% | $204 | 加仓 |
| TSPA | T ROWE PRICE ETF INC | $2.70万 | 0.00% | 660 | -404 | -38.0% | -$1.65万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $2.71万 | 0.00% | 463 | -30 | -6.1% | -$1,754 | 减仓 |