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 |
|---|---|---|---|---|---|---|---|---|
| SCHC | SCHWAB STRATEGIC TR | $6.53万 | 0.00% | 1,396 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $6.59万 | 0.00% | 456 | -4 | -0.9% | -$578 | 减仓 |
| D | DOMINION ENERGY INC | $6.62万 | 0.00% | 1,070 | -381 | -26.3% | -$2.36万 | 减仓 |
| RGLD | ROYAL GOLD INC | $6.62万 | 0.00% | 260 | 6 | 2.4% | $1,527 | 加仓 |
| FISV | FISERV INC | $6.73万 | 0.00% | 1,206 | -21 | -1.7% | -$1,172 | 减仓 |
| SPAB | SPDR SERIES TRUST | $6.74万 | 0.00% | 2,632 | 17 | 0.7% | $436 | 加仓 |
| RDDT | REDDIT INC | $6.77万 | 0.00% | 503 | -8 | -1.6% | -$1,077 | 减仓 |
| DMXF | ISHARES TR | $6.78万 | 0.00% | 899 | 899 | — | $6.78万 | 新建仓 |
| PPL | PPL CORP | $6.79万 | 0.00% | 1,764 | -853 | -32.6% | -$3.28万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $6.80万 | 0.00% | 234 | -19 | -7.5% | -$5,519 | 减仓 |
| TMUS | T-MOBILE US INC | $6.97万 | 0.00% | 332 | -99 | -23.0% | -$2.08万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $7.03万 | 0.00% | 1,248 | -338 | -21.3% | -$1.90万 | 减仓 |
| ENB | ENBRIDGE INC | $7.11万 | 0.00% | 1,313 | 404 | 44.4% | $2.19万 | 加仓 |
| RY | ROYAL BK CDA | $7.15万 | 0.00% | 442 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $7.17万 | 0.00% | 523 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $7.23万 | 0.00% | 655 | -5,352 | -89.1% | -$59.08万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $7.33万 | 0.00% | 597 | -61 | -9.3% | -$7,490 | 减仓 |
| IRM | IRON MTN INC DEL | $7.36万 | 0.00% | 721 | -33 | -4.4% | -$3,370 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $7.46万 | 0.00% | 931 | 241 | 34.9% | $1.93万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $7.46万 | 0.00% | 595 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $7.48万 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $7.48万 | 0.00% | 863 | -756 | -46.7% | -$6.55万 | 减仓 |
| DDOG | DATADOG INC | $7.54万 | 0.00% | 639 | -734 | -53.5% | -$8.66万 | 减仓 |
| IYF | ISHARES TR | $7.58万 | 0.00% | 644 | 3 | 0.5% | $353 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $7.60万 | 0.00% | 2,266 | -1,930 | -46.0% | -$6.47万 | 减仓 |
| EVUS | ISHARES TR | $7.62万 | 0.00% | 2,394 | -426 | -15.1% | -$1.36万 | 减仓 |
| GPZ | VANECK ETF TRUST | $7.62万 | 0.00% | 3,550 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $7.64万 | 0.00% | 1,600 | 1,600 | — | $7.64万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $7.68万 | 0.00% | 786 | -17 | -2.1% | -$1,661 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $7.92万 | 0.00% | 1,024 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $8.01万 | 0.00% | 19 | -4 | -17.4% | -$1.69万 | 减仓 |
| CMI | CUMMINS INC | $8.02万 | 0.00% | 149 | -6 | -3.9% | -$3,228 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $8.11万 | 0.00% | 207 | 8 | 4.0% | $3,135 | 加仓 |
| IQV | IQVIA HLDGS INC | $8.15万 | 0.00% | 651 | -134 | -17.1% | -$1.68万 | 减仓 |
| URI | UNITED RENTALS INC | $8.16万 | 0.00% | 112 | -8 | -6.7% | -$5,828 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $8.23万 | 0.00% | 1,190 | 4 | 0.3% | $277 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $8.25万 | 0.00% | 305 | 12 | 4.1% | $3,246 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $8.36万 | 0.00% | 1,333 | -217 | -14.0% | -$1.36万 | 减仓 |
| BWA | BORGWARNER INC | $8.39万 | 0.00% | 1,547 | 26 | 1.7% | $1,411 | 加仓 |
| EME | EMCOR GROUP INC | $8.42万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $8.70万 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $8.75万 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $8.87万 | 0.00% | 819 | 19 | 2.4% | $2,057 | 加仓 |
| SAN | BANCO SANTANDER SA | $8.94万 | 0.00% | 7,922 | -1,058 | -11.8% | -$1.19万 | 减仓 |
| IQLT | ISHARES TR | $9.01万 | 0.01% | 1,950 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $9.04万 | 0.01% | 623 | -20 | -3.1% | -$2,902 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $9.25万 | 0.01% | 577 | -42 | -6.8% | -$6,733 | 减仓 |
| LNG | CHENIERE ENERGY INC | $9.34万 | 0.01% | 329 | -13 | -3.8% | -$3,689 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $9.34万 | 0.01% | 1,150 | -30 | -2.5% | -$2,437 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $9.37万 | 0.01% | 1,600 | 1 | 0.1% | $59 | 加仓 |
| KE | KIMBALL ELECTRONICS INC | $9.48万 | 0.01% | 4,002 | 0 | 0.0% | — | 不变 |
| FLDR | FIDELITY MERRIMACK STR TR | $9.59万 | 0.01% | 1,917 | 21 | 1.1% | $1,051 | 加仓 |
| TTE | TOTALENERGIES SE | $9.60万 | 0.01% | 1,055 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $9.70万 | 0.01% | 477 | -22 | -4.4% | -$4,476 | 减仓 |
| CHMG | CHEMUNG FINL CORP | $9.75万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| JBND | J P MORGAN EXCHANGE TRADED F | $9.87万 | 0.01% | 1,835 | 462 | 33.6% | $2.48万 | 加仓 |
| PYLD | PIMCO ETF TR | $9.94万 | 0.01% | 3,794 | 1,865 | 96.7% | $4.89万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $10.06万 | 0.01% | 1,243 | -75 | -5.7% | -$6,071 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $10.20万 | 0.01% | 2,835 | 8 | 0.3% | $288 | 加仓 |
| VTRS | VIATRIS INC | $10.20万 | 0.01% | 7,547 | 7 | 0.1% | $95 | 加仓 |
| PSX | PHILLIPS 66 | $10.26万 | 0.01% | 563 | -23 | -3.9% | -$4,190 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $10.35万 | 0.01% | 2,452 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $10.46万 | 0.01% | 673 | -120 | -15.1% | -$1.87万 | 减仓 |
| EES | WISDOMTREE TR | $10.52万 | 0.01% | 1,813 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $10.71万 | 0.01% | 1,437 | 26 | 1.8% | $1,937 | 加仓 |
| SPGI | S&P GLOBAL INC | $10.76万 | 0.01% | 253 | 56 | 28.4% | $2.38万 | 加仓 |
| IUSG | ISHARES TR | $10.85万 | 0.01% | 699 | -1 | -0.1% | -$155 | 减仓 |
| ECL | ECOLAB INC | $10.94万 | 0.01% | 411 | -3 | -0.7% | -$798 | 减仓 |
| ESGE | ISHARES INC | $11.00万 | 0.01% | 2,419 | -141 | -5.5% | -$6,411 | 减仓 |
| O | REALTY INCOME CORP | $11.28万 | 0.01% | 1,843 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $11.28万 | 0.01% | 423 | -55 | -11.5% | -$1.47万 | 减仓 |
| APTV | APTIV PLC | $11.49万 | 0.01% | 1,654 | -44 | -2.6% | -$3,055 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $11.57万 | 0.01% | 1,284 | 6 | 0.5% | $541 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $11.84万 | 0.01% | 3,275 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $12.11万 | 0.01% | 2,193 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $12.20万 | 0.01% | 3,965 | 25 | 0.6% | $769 | 加仓 |
| SO | SOUTHERN CO | $12.43万 | 0.01% | 1,288 | -194 | -13.1% | -$1.87万 | 减仓 |
| ADI | ANALOG DEVICES INC | $12.47万 | 0.01% | 392 | 2 | 0.5% | $636 | 加仓 |
| HSBC | HSBC HLDGS PLC | $12.48万 | 0.01% | 1,513 | -177 | -10.5% | -$1.46万 | 减仓 |
| OKE | ONEOK INC NEW | $12.81万 | 0.01% | 1,417 | -447 | -24.0% | -$4.04万 | 减仓 |
| ITA | ISHARES TR | $12.95万 | 0.01% | 592 | -2,631 | -81.6% | -$57.56万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $12.96万 | 0.01% | 2,245 | -339 | -13.1% | -$1.96万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $13.01万 | 0.01% | 215 | -19 | -8.1% | -$1.15万 | 减仓 |
| ITM | VANECK ETF TRUST | $13.07万 | 0.01% | 2,816 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $13.15万 | 0.01% | 1,570 | -62 | -3.8% | -$5,191 | 减仓 |
| WMB | WILLIAMS COS INC | $13.20万 | 0.01% | 1,814 | 1,016 | 127.3% | $7.39万 | 加仓 |
| WRB | BERKLEY W R CORP | $13.35万 | 0.01% | 2,014 | -28 | -1.4% | -$1,856 | 减仓 |
| AMAT | APPLIED MATLS INC | $13.40万 | 0.01% | 392 | 17 | 4.5% | $5,810 | 加仓 |
| XT | ISHARES TR | $13.54万 | 0.01% | 1,987 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $13.55万 | 0.01% | 294 | 115 | 64.2% | $5.30万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $13.71万 | 0.01% | 3,788 | 1 | 0.0% | $36 | 加仓 |
| ERIE | ERIE INDTY CO | $13.75万 | 0.01% | 547 | -14 | -2.5% | -$3,518 | 减仓 |
| CB | CHUBB LTD SWITZ | $13.86万 | 0.01% | 425 | -14 | -3.2% | -$4,566 | 减仓 |
| VPU | VANGUARD WORLD FD | $13.87万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $13.87万 | 0.01% | 282 | -113 | -28.6% | -$5.56万 | 减仓 |
| ICOP | ISHARES TR | $13.93万 | 0.01% | 2,928 | 2,323 | 384.0% | $11.05万 | 加仓 |
| UTES | ETFIS SER TR I | $13.94万 | 0.01% | 1,745 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $13.99万 | 0.01% | 2,307 | -143 | -5.8% | -$8,673 | 减仓 |
| IDCC | INTERDIGITAL INC | $14.00万 | 0.01% | 464 | 426 | 1,121.1% | $12.85万 | 加仓 |
| EQIX | EQUINIX INC | $14.02万 | 0.01% | 143 | -9 | -5.9% | -$8,822 | 减仓 |