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 |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | $32.89万 | 0.02% | 1,618 | -137 | -7.8% | -$2.78万 | 减仓 |
| SHM | SPDR SERIES TRUST | $32.98万 | 0.02% | 6,896 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $33.35万 | 0.02% | 2,267 | -73 | -3.1% | -$1.07万 | 减仓 |
| IWX | ISHARES TR | $34.07万 | 0.02% | 3,676 | 2,599 | 241.3% | $24.08万 | 加仓 |
| IWY | ISHARES TR | $34.34万 | 0.02% | 1,380 | 973 | 239.1% | $24.21万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $34.65万 | 0.02% | 1,188 | 8 | 0.7% | $2,334 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $35.23万 | 0.02% | 8,124 | -431 | -5.0% | -$1.87万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $35.66万 | 0.02% | 590 | -16 | -2.6% | -$9,670 | 减仓 |
| GE | GE AEROSPACE | $35.68万 | 0.02% | 1,257 | 335 | 36.3% | $9.51万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $35.92万 | 0.02% | 13,349 | -438 | -3.2% | -$1.18万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $36.48万 | 0.02% | 10,250 | -2,500 | -19.6% | -$8.90万 | 减仓 |
| WM | WASTE MGMT INC DEL | $37.03万 | 0.02% | 1,612 | -78 | -4.6% | -$1.79万 | 减仓 |
| HDV | ISHARES TR | $37.17万 | 0.02% | 2,739 | -1 | -0.0% | -$136 | 减仓 |
| INTU | INTUIT | $37.66万 | 0.02% | 871 | -19 | -2.1% | -$8,215 | 减仓 |
| AMGN | AMGEN INC | $37.83万 | 0.02% | 1,075 | -84 | -7.2% | -$2.96万 | 减仓 |
| ICF | ISHARES TR | $37.86万 | 0.02% | 6,118 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $38.88万 | 0.02% | 3,275 | -477 | -12.7% | -$5.66万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $39.85万 | 0.02% | 1,161 | -23 | -1.9% | -$7,894 | 减仓 |
| SHEL | SHELL PLC | $40.23万 | 0.02% | 4,326 | -800 | -15.6% | -$7.44万 | 减仓 |
| IVLU | ISHARES TR | $41.47万 | 0.02% | 10,450 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $41.60万 | 0.02% | 4,228 | 3 | 0.1% | $295 | 加仓 |
| NKE | NIKE INC | $41.87万 | 0.02% | 7,926 | -230 | -2.8% | -$1.22万 | 减仓 |
| MS | MORGAN STANLEY | $42.31万 | 0.02% | 2,571 | -39 | -1.5% | -$6,418 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $42.58万 | 0.02% | 4,814 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $43.50万 | 0.02% | 9,479 | -70 | -0.7% | -$3,212 | 减仓 |
| ORI | OLD REP INTL CORP | $44.14万 | 0.02% | 11,062 | -8 | -0.1% | -$319 | 减仓 |
| ALLY | ALLY FINL INC | $44.25万 | 0.02% | 11,279 | 10 | 0.1% | $392 | 加仓 |
| DBEF | DBX ETF TR | $44.59万 | 0.02% | 9,027 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $44.72万 | 0.03% | 5,154 | -43 | -0.8% | -$3,731 | 减仓 |
| DGS | WISDOMTREE TR | $45.19万 | 0.03% | 7,519 | -19 | -0.3% | -$1,142 | 减仓 |
| IWS | ISHARES TR | $46.17万 | 0.03% | 3,168 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $46.47万 | 0.03% | 930 | -125 | -11.8% | -$6.25万 | 减仓 |
| AOA | ISHARES TR | $47.76万 | 0.03% | 5,398 | -454 | -7.8% | -$4.02万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $47.77万 | 0.03% | 7,348 | 811 | 12.4% | $5.27万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $47.90万 | 0.03% | 2,625 | -35 | -1.3% | -$6,386 | 减仓 |
| NEE | NEXTERA ENERGY INC | $47.97万 | 0.03% | 5,165 | -1,453 | -22.0% | -$13.49万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $48.22万 | 0.03% | 10,377 | -65 | -0.6% | -$3,021 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $48.32万 | 0.03% | 7,309 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $48.41万 | 0.03% | 16,860 | 328 | 2.0% | $9,417 | 加仓 |
| BX | BLACKSTONE INC | $48.70万 | 0.03% | 4,235 | -88 | -2.0% | -$1.01万 | 减仓 |
| AZN | ASTRAZENECA PLC | $49.25万 | 0.03% | 2,497 | 2,497 | — | $49.25万 | 新建仓 |
| BSM | BLACK STONE MINERALS L P | $49.51万 | 0.03% | 32,747 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $50.23万 | 0.03% | 2,126 | -125 | -5.6% | -$2.95万 | 减仓 |
| C | CITIGROUP INC | $50.35万 | 0.03% | 4,439 | -29 | -0.6% | -$3,289 | 减仓 |
| WFC | WELLS FARGO & CO | $51.00万 | 0.03% | 6,406 | 61 | 1.0% | $4,857 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $51.53万 | 0.03% | 32,636 | 126 | 0.4% | $1,989 | 加仓 |
| NDAQ | NASDAQ INC | $51.83万 | 0.03% | 6,106 | -94 | -1.5% | -$7,980 | 减仓 |
| NFLX | NETFLIX INC. | $52.81万 | 0.03% | 5,492 | -154 | -2.7% | -$1.48万 | 减仓 |
| DLS | WISDOMTREE TR | $54.73万 | 0.03% | 6,715 | -213 | -3.1% | -$1.74万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $57.03万 | 0.03% | 4,807 | 120 | 2.6% | $1.42万 | 加仓 |
| ALL | ALLSTATE CORP | $57.60万 | 0.03% | 2,767 | -4 | -0.1% | -$833 | 减仓 |
| WULF | TERAWULF INC | $57.72万 | 0.03% | 40,000 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $57.72万 | 0.03% | 2,911 | -53 | -1.8% | -$1.05万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $58.34万 | 0.03% | 7,360 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $59.43万 | 0.03% | 1,965 | 7 | 0.4% | $2,117 | 加仓 |
| VGT | VANGUARD WORLD FD | $59.52万 | 0.03% | 853 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $59.67万 | 0.03% | 2,319 | 562 | 32.0% | $14.46万 | 加仓 |
| IWN | ISHARES TR | $61.52万 | 0.03% | 3,245 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $62.23万 | 0.03% | 4,254 | -79 | -1.8% | -$1.16万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $64.09万 | 0.04% | 6,200 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $64.13万 | 0.04% | 12,325 | -749 | -5.7% | -$3.90万 | 减仓 |
| VLO | VALERO ENERGY CORP | $65.93万 | 0.04% | 2,668 | 2,014 | 308.0% | $49.77万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $66.70万 | 0.04% | 8,136 | -210 | -2.5% | -$1.72万 | 减仓 |
| VHT | VANGUARD WORLD FD | $66.95万 | 0.04% | 2,459 | -219 | -8.2% | -$5.96万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $67.02万 | 0.04% | 13,351 | -1,746 | -11.6% | -$8.76万 | 减仓 |
| IYW | ISHARES TR | $67.31万 | 0.04% | 3,710 | -114 | -3.0% | -$2.07万 | 减仓 |
| ITOT | ISHARES TR | $67.41万 | 0.04% | 4,733 | -31 | -0.7% | -$4,415 | 减仓 |
| LLY | ELI LILLY & CO | $68.73万 | 0.04% | 747 | -19 | -2.5% | -$1.75万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $69.26万 | 0.04% | 2,480 | -14 | -0.6% | -$3,910 | 减仓 |
| F | FORD MTR CO | $71.22万 | 0.04% | 61,720 | 292 | 0.5% | $3,370 | 加仓 |
| TSLA | TESLA INC | $71.54万 | 0.04% | 1,924 | -31 | -1.6% | -$1.15万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $72.61万 | 0.04% | 4,389 | -117 | -2.6% | -$1.94万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $72.76万 | 0.04% | 20,335 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $73.03万 | 0.04% | 2,545 | 5 | 0.2% | $1,435 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $74.21万 | 0.04% | 5,668 | -169 | -2.9% | -$2.21万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $74.26万 | 0.04% | 15,456 | 889 | 6.1% | $4.27万 | 加仓 |
| NVS | NOVARTIS AG | $74.46万 | 0.04% | 4,875 | -47 | -1.0% | -$7,179 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $74.61万 | 0.04% | 22,803 | 22,803 | — | $74.61万 | 新建仓 |
| RTX | RTX CORPORATION | $75.26万 | 0.04% | 3,902 | -163 | -4.0% | -$3.14万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $75.56万 | 0.04% | 8,518 | -104 | -1.2% | -$9,225 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $76.13万 | 0.04% | 18,540 | 18,540 | — | $76.13万 | 新建仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $77.67万 | 0.04% | 11,112 | -979 | -8.1% | -$6.84万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $77.92万 | 0.04% | 9,416 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $79.33万 | 0.04% | 8,998 | -5,126 | -36.3% | -$45.19万 | 减仓 |
| TXN | TEXAS INSTRS INC | $79.87万 | 0.04% | 4,114 | -187 | -4.3% | -$3.63万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $80.62万 | 0.05% | 34,721 | 1,933 | 5.9% | $4.49万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $80.98万 | 0.05% | 1,187 | -11 | -0.9% | -$7,505 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $81.01万 | 0.05% | 2,397 | -39 | -1.6% | -$1.32万 | 减仓 |
| BA | BOEING CO | $81.15万 | 0.05% | 4,077 | -474 | -10.4% | -$9.43万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $81.77万 | 0.05% | 15,746 | 9,356 | 146.4% | $48.59万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $82.70万 | 0.05% | 28,664 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $83.08万 | 0.05% | 17,042 | -2,869 | -14.4% | -$13.99万 | 减仓 |
| IDEV | ISHARES TR | $84.26万 | 0.05% | 10,083 | -35,085 | -77.7% | -$293.19万 | 减仓 |
| ETN | EATON CORP PLC | $84.27万 | 0.05% | 2,356 | -9 | -0.4% | -$3,219 | 减仓 |
| SDY | SPDR SERIES TRUST | $86.84万 | 0.05% | 5,951 | 1 | 0.0% | $146 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $86.85万 | 0.05% | 20,571 | 13 | 0.1% | $549 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $87.05万 | 0.05% | 13,939 | 3 | 0.0% | $187 | 加仓 |
| FDX | FEDEX CORP | $89.51万 | 0.05% | 2,511 | -53 | -2.1% | -$1.89万 | 减仓 |
| FNB | F N B CORP | $89.90万 | 0.05% | 53,769 | 22 | 0.0% | $368 | 加仓 |
| UBS | UBS GROUP AG | $92.17万 | 0.05% | 23,592 | -2,100 | -8.2% | -$8.20万 | 减仓 |