JFS WEALTH ADVISORS, LLC
HERMITAGE PA · SEC CIK 0001568068
$20.06亿2026Q2 申报市值
2,253持仓数
43.3%前十大占比 · 第一大 10.0%
403 / 56新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DIMENSIONAL ETF 加仓+$2,081.40万
DFIC 加仓+$657.40万
AGG 加仓+$408.26万
IVV 加仓+$311.01万
DFEM 加仓+$263.10万
2026Q2 卖出最多 按季末市值估算
KLAC 减仓-$337.92万
BIV 减仓-$298.39万
HONEYWELL INTL I 清仓-$211.07万
DFUS 减仓-$195.57万
QUAL 减仓-$138.67万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| LCTU | BLACKROCK ETF TRUST | $25.65万 | 0.01% | 3,200 | -351 | -9.9% | -$2.81万 | 减仓 |
| GEV | GE VERNOVA INC | $25.99万 | 0.01% | 221 | 1 | 0.5% | $1,176 | 加仓 |
| MTB | M & T BK CORP | $26.02万 | 0.01% | 1,093 | -28 | -2.5% | -$6,666 | 减仓 |
| ATI | ATI INC | $27.16万 | 0.01% | 1,378 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $27.78万 | 0.01% | 5,484 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $27.89万 | 0.01% | 5,553 | 1,234 | 28.6% | $6.20万 | 加仓 |
| CVS | CVS HEALTH CORP | $28.54万 | 0.01% | 2,759 | 18 | 0.7% | $1,862 | 加仓 |
| GILD | GILEAD SCIENCES INC | $28.70万 | 0.01% | 2,272 | -49 | -2.1% | -$6,191 | 减仓 |
| EAGG | ISHARES TR | $28.87万 | 0.01% | 6,089 | 905 | 17.5% | $4.29万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $28.91万 | 0.01% | 3,723 | 273 | 7.9% | $2.12万 | 加仓 |
| SHEL | SHELL PLC | $29.39万 | 0.01% | 3,790 | -536 | -12.4% | -$4.16万 | 减仓 |
| QCOM | QUALCOMM INC | $29.47万 | 0.01% | 1,595 | 53 | 3.4% | $9,793 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $29.55万 | 0.01% | 580 | -10 | -1.7% | -$5,095 | 减仓 |
| SUSA | ISHARES TR | $29.56万 | 0.01% | 1,916 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $29.57万 | 0.01% | 409 | 17 | 4.3% | $1.23万 | 加仓 |
| PPG | PPG INDS INC | $29.59万 | 0.01% | 2,440 | 9 | 0.4% | $1,092 | 加仓 |
| SPYV | SPDR SERIES TRUST | $29.64万 | 0.01% | 4,875 | -219 | -4.3% | -$1.33万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $30.36万 | 0.02% | 5,148 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $30.42万 | 0.02% | 2,771 | 14 | 0.5% | $1,537 | 加仓 |
| EXC | EXELON CORP | $30.67万 | 0.02% | 6,579 | 643 | 10.8% | $3.00万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $31.08万 | 0.02% | 535 | 58 | 12.2% | $3.37万 | 加仓 |
| GLW | CORNING INC | $31.21万 | 0.02% | 1,222 | -13 | -1.1% | -$3,321 | 减仓 |
| RWR | SPDR SERIES TRUST | $31.36万 | 0.02% | 2,776 | 10 | 0.4% | $1,130 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $31.47万 | 0.02% | 914 | 18 | 2.0% | $6,198 | 加仓 |
| NKE | NIKE INC | $32.10万 | 0.02% | 7,819 | -107 | -1.3% | -$4,393 | 减仓 |
| AON | AON PLC | $32.31万 | 0.02% | 974 | 8 | 0.8% | $2,654 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $32.46万 | 0.02% | 1,900 | 1,900 | — | $32.46万 | 新建仓 |
| MDT | MEDTRONIC PLC | $32.66万 | 0.02% | 4,172 | -982 | -19.1% | -$7.69万 | 减仓 |
| BX | BLACKSTONE INC | $32.73万 | 0.02% | 2,782 | -1,453 | -34.3% | -$17.10万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $32.84万 | 0.02% | 2,245 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.89万 | 0.02% | 431 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $33.08万 | 0.02% | 6,896 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $33.12万 | 0.02% | 3,729 | 28 | 0.8% | $2,487 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $33.32万 | 0.02% | 802 | 29 | 3.8% | $1.21万 | 加仓 |
| VV | VANGUARD INDEX FDS | $33.54万 | 0.02% | 975 | -80 | -7.6% | -$2.75万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $34.21万 | 0.02% | 691 | 1 | 0.1% | $495 | 加仓 |
| WM | WASTE MGMT INC DEL | $34.50万 | 0.02% | 1,548 | -64 | -4.0% | -$1.43万 | 减仓 |
| UNP | UNION PAC CORP | $34.52万 | 0.02% | 1,269 | -33 | -2.5% | -$8,977 | 减仓 |
| EMXC | ISHARES INC | $34.76万 | 0.02% | 3,398 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $34.94万 | 0.02% | 3,976 | 6 | 0.2% | $527 | 加仓 |
| ORCL | ORACLE CORP | $35.07万 | 0.02% | 2,393 | 126 | 5.6% | $1.85万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.09万 | 0.02% | 3,008 | -1,246 | -29.3% | -$14.54万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $35.53万 | 0.02% | 10,208 | -242 | -2.3% | -$8,424 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $35.78万 | 0.02% | 6,335 | 3,812 | 151.1% | $21.53万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $35.91万 | 0.02% | 7,393 | 45 | 0.6% | $2,186 | 加仓 |
| HDV | ISHARES TR | $36.29万 | 0.02% | 13,239 | -456 | -3.3% | -$1.25万 | 减仓 |
| AMGN | AMGEN INC | $36.36万 | 0.02% | 1,004 | -71 | -6.6% | -$2.57万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $36.72万 | 0.02% | 1,639 | 21 | 1.3% | $4,705 | 加仓 |
| DG | DOLLAR GEN CORP | $37.20万 | 0.02% | 3,232 | -43 | -1.3% | -$4,950 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $37.78万 | 0.02% | 7,218 | -8,528 | -54.2% | -$44.64万 | 减仓 |
| NFLX | NETFLIX INC. | $38.48万 | 0.02% | 5,389 | -103 | -1.9% | -$7,355 | 减仓 |
| IWX | ISHARES TR | $38.66万 | 0.02% | 3,676 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $38.74万 | 0.02% | 15,781 | -1,079 | -6.4% | -$2.65万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $39.23万 | 0.02% | 7,309 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $39.35万 | 0.02% | 1,192 | 4 | 0.3% | $1,321 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $39.44万 | 0.02% | 14,147 | 798 | 6.0% | $2.22万 | 加仓 |
| IWY | ISHARES TR | $40.11万 | 0.02% | 1,380 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $41.18万 | 0.02% | 1,162 | 1 | 0.1% | $354 | 加仓 |
| ICF | ISHARES TR | $41.38万 | 0.02% | 6,118 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $41.49万 | 0.02% | 3,417 | 15 | 0.4% | $1,821 | 加仓 |
| LMUB | ISHARES TR | $41.53万 | 0.02% | 8,108 | 3,634 | 81.2% | $18.61万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $42.13万 | 0.02% | 10,250 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $42.15万 | 0.02% | 1,618 | -1,050 | -39.4% | -$27.35万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $42.24万 | 0.02% | 4,813 | -352 | -6.8% | -$3.09万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $42.98万 | 0.02% | 9,480 | 1 | 0.0% | $45 | 加仓 |
| IVLU | ISHARES TR | $43.70万 | 0.02% | 10,450 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $44.17万 | 0.02% | 1,019 | -16 | -1.5% | -$6,935 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $44.95万 | 0.02% | 4,814 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $45.65万 | 0.02% | 11,157 | 95 | 0.9% | $3,887 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $45.73万 | 0.02% | 10,165 | 2,041 | 25.1% | $9.18万 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $45.75万 | 0.02% | 32,747 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $45.97万 | 0.02% | 4,276 | 48 | 1.1% | $5,160 | 加仓 |
| QUAL | ISHARES TR | $45.98万 | 0.02% | 2,095 | -6,318 | -75.1% | -$138.67万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $46.02万 | 0.02% | 896 | -34 | -3.7% | -$1.75万 | 减仓 |
| GE | GE AEROSPACE | $46.27万 | 0.02% | 1,238 | -19 | -1.5% | -$7,101 | 减仓 |
| LOW | LOWES COS INC | $46.85万 | 0.02% | 2,125 | -1 | -0.0% | -$220 | 减仓 |
| AZN | ASTRAZENECA PLC | $47.35万 | 0.02% | 2,497 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $47.76万 | 0.02% | 10,394 | -885 | -7.8% | -$4.07万 | 减仓 |
| NDAQ | NASDAQ INC | $48.21万 | 0.02% | 6,117 | 11 | 0.2% | $867 | 加仓 |
| AOA | ISHARES TR | $48.30万 | 0.02% | 4,949 | -449 | -8.3% | -$4.38万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $49.26万 | 0.02% | 4,140 | 1,207 | 41.2% | $14.36万 | 加仓 |
| DBEF | DBX ETF TR | $49.31万 | 0.02% | 9,027 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $50.07万 | 0.02% | 6,059 | -347 | -5.4% | -$2.87万 | 减仓 |
| IWS | ISHARES TR | $52.15万 | 0.03% | 3,168 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $52.32万 | 0.03% | 2,608 | -17 | -0.6% | -$3,410 | 减仓 |
| DGS | WISDOMTREE TR | $52.58万 | 0.03% | 8,126 | 607 | 8.1% | $3.93万 | 加仓 |
| DLS | WISDOMTREE TR | $53.60万 | 0.03% | 6,397 | -318 | -4.7% | -$2.66万 | 减仓 |
| MS | MORGAN STANLEY | $54.50万 | 0.03% | 2,607 | 36 | 1.4% | $7,525 | 加仓 |
| INTC | INTEL CORP | $54.54万 | 0.03% | 3,906 | 73 | 1.9% | $1.02万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $56.24万 | 0.03% | 13,282 | -69 | -0.5% | -$2,921 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $58.17万 | 0.03% | 7,360 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $58.44万 | 0.03% | 10,365 | -12 | -0.1% | -$677 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $60.40万 | 0.03% | 1,186 | -1 | -0.1% | -$509 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $61.77万 | 0.03% | 2,487 | 7 | 0.3% | $1,739 | 加仓 |
| C | CITIGROUP INC | $62.93万 | 0.03% | 4,496 | 57 | 1.3% | $7,978 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $66.23万 | 0.03% | 20,885 | 14,834 | 245.1% | $47.04万 | 加仓 |
| ALL | ALLSTATE CORP | $66.45万 | 0.03% | 2,783 | 16 | 0.6% | $3,820 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $66.83万 | 0.03% | 8,045 | -91 | -1.1% | -$7,559 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $68.25万 | 0.03% | 4,719 | -88 | -1.8% | -$1.27万 | 减仓 |
| IAU | ISHARES GOLD TR | $69.15万 | 0.03% | 9,158 | 160 | 1.8% | $1.21万 | 加仓 |