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 |
|---|---|---|---|---|---|---|---|---|
| — | GCI LIBERTY INC | $37 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ROCK | GIBRALTAR INDS INC | $40 | 0.00% | 1 | -33 | -97.1% | -$1,320 | 减仓 |
| CCU | COMPANIA CERVECERIAS UNIDAS | $46 | 0.00% | 4 | -41 | -91.1% | -$472 | 减仓 |
| EVCM | EVERCOMMERCE INC | $46 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $49 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| YELP | YELP INC | $50 | 0.00% | 2 | -36 | -94.7% | -$900 | 减仓 |
| — | MCCORMICK & CO INC | $51 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HQH | ABRDN HEALTHCARE INVESTORS | $54 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $54 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| XP | XP INC | $58 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SEZL | SEZZLE INC | $64 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AGIO | AGIOS PHARMACEUTICALS INC | $68 | 0.00% | 2 | -2 | -50.0% | -$68 | 减仓 |
| WKC | WORLD KINECT CORPORATION | $70 | 0.00% | 3 | -20 | -87.0% | -$467 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $73 | 0.00% | 8 | -163 | -95.3% | -$1,487 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $75 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC | $75 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NBTB | NBT BANCORP INC | $86 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HGTY | HAGERTY INC | $95 | 0.00% | 9 | -28 | -75.7% | -$296 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $95 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TCBK | TRICO BANCSHARES | $96 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AMBP | ARDAGH METAL PACKAGING S A | $98 | 0.00% | 24 | -94 | -79.7% | -$384 | 减仓 |
| CALX | CALIX INC | $98 | 0.00% | 2 | -7 | -77.8% | -$343 | 减仓 |
| LOB | LIVE OAK BANCSHARES INC | $100 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IFS | INTERCORP FINL SVCS INC | $101 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BAND | BANDWIDTH INC | $107 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $111 | 0.00% | 1 | -14 | -93.3% | -$1,554 | 减仓 |
| COTY | COTY INC | $113 | 0.00% | 56 | -148 | -72.5% | -$299 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $122 | 0.00% | 1 | -13 | -92.9% | -$1,586 | 减仓 |
| GSHD | GOOSEHEAD INS INC | $128 | 0.00% | 3 | -6 | -66.7% | -$256 | 减仓 |
| PRKS | UNITED PARKS & RESORTS INC | $131 | 0.00% | 4 | -3 | -42.9% | -$98 | 减仓 |
| CVI | CVR ENERGY INC | $135 | 0.00% | 4 | -1 | -20.0% | -$34 | 减仓 |
| CNA | CNA FINL CORP | $138 | 0.00% | 3 | -6 | -66.7% | -$276 | 减仓 |
| BEAM | BEAM THERAPEUTICS INC | $143 | 0.00% | 6 | -13 | -68.4% | -$310 | 减仓 |
| TREX | TREX INC | $146 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $151 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KMPR | KEMPER CORP | $153 | 0.00% | 5 | -25 | -83.3% | -$765 | 减仓 |
| DNLI | DENALI THERAPEUTICS INC | $154 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BLKB | BLACKBAUD INC | $155 | 0.00% | 4 | -10 | -71.4% | -$388 | 减仓 |
| APPF | APPFOLIO INC | $158 | 0.00% | 1 | -8 | -88.9% | -$1,264 | 减仓 |
| MCHB | MECHANICS BANCORP | $163 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | ORION PROPERTIES INC | $168 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| RSI | RUSH STREET INTERACTIVE INC | $174 | 0.00% | 8 | -27 | -77.1% | -$587 | 减仓 |
| PAYO | PAYONEER GLOBAL INC | $184 | 0.00% | 38 | -13 | -25.5% | -$63 | 减仓 |
| DOCU | DOCUSIGN INC | $190 | 0.00% | 4 | -31 | -88.6% | -$1,472 | 减仓 |
| S | SENTINELONE INC | $194 | 0.00% | 15 | -7 | -31.8% | -$91 | 减仓 |
| SYBT | STOCK YDS BANCORP INC | $200 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $210 | 0.00% | 16 | -189 | -92.2% | -$2,481 | 减仓 |
| — | DIGITALBRIDGE GROUP INC | $217 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC | $222 | 0.00% | 26 | -14 | -35.0% | -$120 | 减仓 |
| LKFN | LAKELAND FINL CORP | $230 | 0.00% | 4 | -6 | -60.0% | -$345 | 减仓 |
| SMPL | SIMPLY GOOD FOODS CO | $230 | 0.00% | 16 | -1 | -5.9% | -$14 | 减仓 |
| CVLT | COMMVAULT SYS INC | $234 | 0.00% | 3 | -10 | -76.9% | -$780 | 减仓 |
| PGNY | PROGYNY INC | $238 | 0.00% | 14 | -13 | -48.1% | -$221 | 减仓 |
| JJSF | J & J SNACK FOODS CORP | $241 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $250 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $266 | 0.00% | 20 | 20 | — | $266 | 新建仓 |
| CNXC | CONCENTRIX CORP | $274 | 0.00% | 10 | -14 | -58.3% | -$384 | 减仓 |
| MGNI | MAGNITE INC | $274 | 0.00% | 23 | 9 | 64.3% | $107 | 加仓 |
| GLOB | GLOBANT S A | $277 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC | $282 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORP | $283 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC | $283 | 0.00% | 5 | 5 | — | $283 | 新建仓 |
| TNDM | TANDEM DIABETES CARE INC | $288 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | SELECT MED HLDGS CORP | $294 | 0.00% | 18 | -38 | -67.9% | -$621 | 减仓 |
| CLVT | CLARIVATE PLC | $297 | 0.00% | 117 | 1 | 0.9% | $3 | 加仓 |
| PRGS | PROGRESS SOFTWARE CORP | $308 | 0.00% | 12 | -11 | -47.8% | -$282 | 减仓 |
| SPNT | SIRIUSPOINT LTD | $324 | 0.00% | 15 | 1 | 7.1% | $22 | 加仓 |
| STEP | STEPSTONE GROUP INC | $335 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $339 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $342 | 0.00% | 5 | -12 | -70.6% | -$821 | 减仓 |
| SUZ | SUZANO S A | $351 | 0.00% | 35 | -80 | -69.6% | -$802 | 减仓 |
| QLYS | QUALYS INC | $352 | 0.00% | 4 | -13 | -76.5% | -$1,144 | 减仓 |
| — | VALARIS LTD | $368 | 0.00% | 23 | -7 | -23.3% | -$112 | 减仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $369 | 0.00% | 5 | -4 | -44.4% | -$295 | 减仓 |
| STC | STEWART INFORMATION SVCS COR | $370 | 0.00% | 6 | -3 | -33.3% | -$185 | 减仓 |
| GLIBK | GCI LIBERTY INC | $373 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $374 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| HURN | HURON CONSULTING GROUP INC | $383 | 0.00% | 3 | 1 | 50.0% | $128 | 加仓 |
| LION | LIONSGATE STUDIOS CORP | $384 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| HMN | HORACE MANN EDUCATORS CORP N | $385 | 0.00% | 9 | -12 | -57.1% | -$513 | 减仓 |
| EFOR | ASGN INC | $388 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP | $398 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| LOAR | LOAR HOLDINGS INC | $402 | 0.00% | 7 | -1 | -12.5% | -$57 | 减仓 |
| ELF | E L F BEAUTY INC | $425 | 0.00% | 7 | 4 | 133.3% | $243 | 加仓 |
| CIGI | COLLIERS INTL GROUP INC | $428 | 0.00% | 4 | -1 | -20.0% | -$107 | 减仓 |
| BCE | BCE INC | $430 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | PLDT INC | $442 | 0.00% | 21 | -48 | -69.6% | -$1,010 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $449 | 0.00% | 3 | -18 | -85.7% | -$2,694 | 减仓 |
| NIO | NIO INC | $453 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY INC | $454 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP | $462 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $465 | 0.00% | 17 | 17 | — | $465 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $477 | 0.00% | 96 | 30 | 45.5% | $149 | 加仓 |
| ACWV | ISHARES INC | $479 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $486 | 0.00% | 9 | -4 | -30.8% | -$216 | 减仓 |
| MNSO | MINISO GROUP HLDG LTD | $486 | 0.00% | 30 | -16 | -34.8% | -$259 | 减仓 |
| VIS | VANGUARD WORLD FD | $520 | 0.00% | 2 | -36 | -94.7% | -$9,360 | 重新持有 |
| HUM | HUMANA INC | $522 | 0.00% | 3 | -34 | -91.9% | -$5,916 | 减仓 |
| BWLP | BW LPG LTD | $522 | 0.00% | 30 | -66 | -68.8% | -$1,148 | 减仓 |
| COMP | COMPASS INC | $527 | 0.00% | 72 | 0 | 0.0% | — | 不变 |