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 |
|---|---|---|---|---|---|---|---|---|
| IWO | ISHARES TR | $92.49万 | 0.05% | 2,947 | 90 | 3.2% | $2.82万 | 加仓 |
| FLOT | ISHARES TR | $95.81万 | 0.05% | 18,805 | 939 | 5.3% | $4.78万 | 加仓 |
| IAGG | ISHARES TR | $99.76万 | 0.06% | 19,937 | 19,937 | — | $99.76万 | 新建仓 |
| DIS | DISNEY WALT CO | $100.45万 | 0.06% | 10,422 | -523 | -4.8% | -$5.04万 | 减仓 |
| DTD | WISDOMTREE TR | $100.55万 | 0.06% | 11,643 | -485 | -4.0% | -$4.19万 | 减仓 |
| IUSV | ISHARES TR | $102.90万 | 0.06% | 10,064 | 3 | 0.0% | $307 | 加仓 |
| AVGO | BROADCOM INC | $105.48万 | 0.06% | 3,408 | -88 | -2.5% | -$2.72万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $106.02万 | 0.06% | 9,200 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $106.20万 | 0.06% | 4,425 | 4,387 | 11,544.7% | $105.28万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $107.09万 | 0.06% | 10,715 | 1,960 | 22.4% | $19.59万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $107.25万 | 0.06% | 3,174 | 1,889 | 147.0% | $63.83万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $107.80万 | 0.06% | 5,617 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $108.33万 | 0.06% | 11,556 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $109.92万 | 0.06% | 8,386 | -44 | -0.5% | -$5,767 | 减仓 |
| SHYG | ISHARES TR | $111.95万 | 0.06% | 26,459 | 364 | 1.4% | $1.54万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $114.07万 | 0.06% | 2,463 | 117 | 5.0% | $5.42万 | 加仓 |
| DE | DEERE & CO | $114.91万 | 0.06% | 2,040 | -239 | -10.5% | -$13.46万 | 减仓 |
| PFE | PFIZER INC | $117.92万 | 0.07% | 41,994 | -1,799 | -4.1% | -$5.05万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $118.79万 | 0.07% | 36,052 | -3,963 | -9.9% | -$13.06万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $122.05万 | 0.07% | 6,623 | -3,874 | -36.9% | -$71.39万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $124.43万 | 0.07% | 16,569 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $125.53万 | 0.07% | 12,227 | 223 | 1.9% | $2.29万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $126.62万 | 0.07% | 2,053 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $126.86万 | 0.07% | 17,195 | 7,475 | 76.9% | $55.15万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $127.10万 | 0.07% | 35,090 | -5,757 | -14.1% | -$20.85万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $133.00万 | 0.07% | 21,121 | -299 | -1.4% | -$1.88万 | 减仓 |
| EIM | EATON VANCE MUN BD FD | $134.27万 | 0.08% | 137,434 | -225 | -0.2% | -$2,198 | 减仓 |
| VBK | VANGUARD INDEX FDS | $135.87万 | 0.08% | 4,495 | 7 | 0.2% | $2,116 | 加仓 |
| EFG | ISHARES TR | $136.32万 | 0.08% | 12,240 | 10,533 | 617.0% | $117.31万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $136.44万 | 0.08% | 118,640 | 53 | 0.0% | $610 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $137.01万 | 0.08% | 29,207 | -335 | -1.1% | -$1.57万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $137.95万 | 0.08% | 122,844 | 54 | 0.0% | $606 | 加仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $138.29万 | 0.08% | 145,266 | 183 | 0.1% | $1,742 | 加仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $138.82万 | 0.08% | 145,969 | 183 | 0.1% | $1,740 | 加仓 |
| — | INVESCO QUALITY MUN INCOME T | $139.33万 | 0.08% | 144,837 | 181 | 0.1% | $1,741 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $139.83万 | 0.08% | 10,109 | 174 | 1.8% | $2.41万 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $140.63万 | 0.08% | 128,082 | 42 | 0.0% | $461 | 加仓 |
| META | META PLATFORMS INC | $143.97万 | 0.08% | 2,516 | -104 | -4.0% | -$5.95万 | 减仓 |
| V | VISA INC | $152.09万 | 0.09% | 5,032 | -302 | -5.7% | -$9.13万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $155.91万 | 0.09% | 34,175 | 68 | 0.2% | $3,102 | 加仓 |
| MBB | ISHARES TR | $156.76万 | 0.09% | 16,510 | 16,510 | — | $156.76万 | 新建仓 |
| CSCO | CISCO SYS INC | $158.29万 | 0.09% | 20,401 | -143 | -0.7% | -$1.11万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $159.33万 | 0.09% | 3,908 | 880 | 29.1% | $35.88万 | 加仓 |
| QUAL | ISHARES TR | $161.37万 | 0.09% | 8,413 | 28 | 0.3% | $5,371 | 加仓 |
| T | AT&T INC | $166.83万 | 0.09% | 57,546 | -868 | -1.5% | -$2.52万 | 减仓 |
| TLH | ISHARES TR | $166.96万 | 0.09% | 16,577 | -845 | -4.9% | -$8.51万 | 减仓 |
| GOVT | ISHARES TR | $170.33万 | 0.10% | 74,347 | 74,347 | — | $170.33万 | 新建仓 |
| DOL | WISDOMTREE TR | $174.19万 | 0.10% | 25,621 | 210 | 0.8% | $1.43万 | 加仓 |
| TJX | TJX COS INC NEW | $174.25万 | 0.10% | 10,911 | -113 | -1.0% | -$1.80万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $175.30万 | 0.10% | 56,621 | -817 | -1.4% | -$2.53万 | 减仓 |
| PAVE | GLOBAL X FDS | $176.33万 | 0.10% | 34,703 | -1,187 | -3.3% | -$6.03万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $179.67万 | 0.10% | 25,259 | -586 | -2.3% | -$4.17万 | 减仓 |
| EFV | ISHARES TR | $182.08万 | 0.10% | 24,490 | 23,157 | 1,737.2% | $172.17万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $184.31万 | 0.10% | 23,312 | 16 | 0.1% | $1,265 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $186.14万 | 0.10% | 72,599 | 174 | 0.2% | $4,461 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $187.06万 | 0.10% | 35,441 | -1,641 | -4.4% | -$8.66万 | 减仓 |
| GLD | SPDR GOLD TR | $189.80万 | 0.11% | 4,411 | -589 | -11.8% | -$25.34万 | 减仓 |
| REET | ISHARES TR | $199.74万 | 0.11% | 79,420 | 30 | 0.0% | $754 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $208.42万 | 0.12% | 71,671 | -1,170 | -1.6% | -$3.40万 | 减仓 |
| — | HONEYWELL INTL INC | $211.07万 | 0.12% | 9,338 | -158 | -1.7% | -$3.57万 | 减仓 |
| HD | HOME DEPOT INC | $211.17万 | 0.12% | 6,421 | -264 | -3.9% | -$8.68万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $212.47万 | 0.12% | 7,223 | -195 | -2.6% | -$5.74万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $212.79万 | 0.12% | 10,226 | -179 | -1.7% | -$3.72万 | 减仓 |
| VO | VANGUARD INDEX FDS | $215.55万 | 0.12% | 7,506 | 70 | 0.9% | $2.01万 | 加仓 |
| EEM | ISHARES TR | $217.13万 | 0.12% | 38,234 | 2,384 | 6.6% | $13.54万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $225.45万 | 0.13% | 23,989 | -637 | -2.6% | -$5.99万 | 减仓 |
| MCD | MCDONALDS CORP | $226.47万 | 0.13% | 7,287 | -203 | -2.7% | -$6.31万 | 减仓 |
| KO | COCA COLA CO | $226.68万 | 0.13% | 29,791 | -718 | -2.4% | -$5.46万 | 减仓 |
| ABBV | ABBVIE INC | $229.63万 | 0.13% | 10,558 | -220 | -2.0% | -$4.78万 | 减仓 |
| MRK | MERCK & CO INC | $231.38万 | 0.13% | 19,219 | 735 | 4.0% | $8.85万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $241.70万 | 0.14% | 50,852 | -2,781 | -5.2% | -$13.22万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $245.90万 | 0.14% | 53,608 | -1,216 | -2.2% | -$5.58万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $248.04万 | 0.14% | 2,932 | 5 | 0.2% | $4,230 | 加仓 |
| ACWX | ISHARES TR | $253.03万 | 0.14% | 36,954 | -383 | -1.0% | -$2.62万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $253.66万 | 0.14% | 8,595 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $254.32万 | 0.14% | 41,515 | 359 | 0.9% | $2.20万 | 加仓 |
| IWR | ISHARES TR | $256.49万 | 0.14% | 26,380 | 220 | 0.8% | $2.14万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $260.10万 | 0.15% | 52,685 | -3,613 | -6.4% | -$17.84万 | 减仓 |
| PEP | PEPSICO INC | $260.99万 | 0.15% | 16,807 | -195 | -1.1% | -$3.03万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $262.98万 | 0.15% | 2,639 | -33 | -1.2% | -$3.29万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $269.53万 | 0.15% | 46,327 | -7,641 | -14.2% | -$44.46万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $270.72万 | 0.15% | 28,203 | 5 | 0.0% | $480 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $273.95万 | 0.15% | 11,302 | 20 | 0.2% | $4,848 | 加仓 |
| IYR | ISHARES TR | $274.97万 | 0.15% | 29,079 | -150 | -0.5% | -$1.42万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $289.08万 | 0.16% | 19,717 | 436 | 2.3% | $6.39万 | 加仓 |
| VB | VANGUARD INDEX FDS | $291.72万 | 0.16% | 11,138 | 263 | 2.4% | $6.89万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $296.74万 | 0.17% | 65,004 | -957 | -1.5% | -$4.37万 | 减仓 |
| OEF | ISHARES TR | $300.81万 | 0.17% | 9,457 | -15 | -0.2% | -$4,771 | 减仓 |
| CVX | CHEVRON CORPORATION | $348.78万 | 0.20% | 16,857 | -322 | -1.9% | -$6.66万 | 减仓 |
| DVY | ISHARES TR | $353.01万 | 0.20% | 23,315 | 6 | 0.0% | $908 | 加仓 |
| VBR | VANGUARD INDEX FDS | $357.75万 | 0.20% | 16,467 | -136 | -0.8% | -$2.95万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $360.61万 | 0.20% | 18,380 | -14 | -0.1% | -$2,747 | 减仓 |
| WMT | WALMART INC | $388.93万 | 0.22% | 31,281 | -1,356 | -4.2% | -$16.86万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $413.53万 | 0.23% | 28,630 | -1,061 | -3.6% | -$15.33万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $413.66万 | 0.23% | 23,718 | 393 | 1.7% | $6.85万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $420.51万 | 0.24% | 91,874 | -1,661 | -1.8% | -$7.60万 | 减仓 |
| CAT | CATERPILLAR INC | $421.88万 | 0.24% | 5,955 | -167 | -2.7% | -$11.83万 | 减仓 |
| KLAC | KLA CORP | $434.95万 | 0.24% | 2,954 | -11 | -0.4% | -$1.62万 | 减仓 |
| DWM | WISDOMTREE TR | $460.51万 | 0.26% | 65,890 | -5,849 | -8.2% | -$40.88万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $465.08万 | 0.26% | 122,908 | 0 | 0.0% | — | 不变 |