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 |
|---|---|---|---|---|---|---|---|---|
| LKFN | LAKELAND FINL CORP | $247 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HOPE | HOPE BANCORP INC | $247 | 0.00% | 18 | 17 | 1,700.0% | $233 | 加仓 |
| CRI | CARTERS INC | $247 | 0.00% | 6 | 6 | — | $247 | 新建仓 |
| RCUS | ARCUS BIOSCIENCES INC | $247 | 0.00% | 8 | 8 | — | $247 | 新建仓 |
| NSP | INSPERITY INC | $248 | 0.00% | 6 | 1 | 20.0% | $41 | 重新持有 |
| LNN | LINDSAY CORP | $248 | 0.00% | 2 | 2 | — | $248 | 新建仓 |
| — | AVANOS MED INC | $249 | 0.00% | 10 | 10 | — | $249 | 新建仓 |
| WGO | WINNEBAGO INDS INC | $250 | 0.00% | 8 | 8 | — | $250 | 新建仓 |
| CLVT | CLARIVATE PLC | $253 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| UTI | UNIVERSAL TECHNICAL INST INC | $257 | 0.00% | 6 | 6 | — | $257 | 新建仓 |
| XNCR | XENCOR INC | $258 | 0.00% | 16 | 16 | — | $258 | 新建仓 |
| STAA | STAAR SURGICAL CO | $259 | 0.00% | 9 | 9 | — | $259 | 新建仓 |
| TRTX | TPG RE FIN TR INC | $259 | 0.00% | 30 | 30 | — | $259 | 新建仓 |
| TRMD | TORM PLC | $261 | 0.00% | 10 | 10 | — | $261 | 新建仓 |
| PATH | UIPATH INC | $261 | 0.00% | 24 | -109 | -82.0% | -$1,185 | 重新持有 |
| — | CRINETICS PHARMACEUTICALS IN | $262 | 0.00% | 7 | 7 | — | $262 | 新建仓 |
| — | CADELER A S | $263 | 0.00% | 12 | 2 | 20.0% | $44 | 重新持有 |
| MCRI | MONARCH CASINO & RESORT INC | $264 | 0.00% | 2 | 2 | — | $264 | 新建仓 |
| CHCO | CITY HLDG CO | $266 | 0.00% | 2 | 2 | — | $266 | 新建仓 |
| UFPT | UFP TECHNOLOGIES INC | $266 | 0.00% | 1 | 1 | — | $266 | 新建仓 |
| INSP | INSPIRE MED SYS INC | $268 | 0.00% | 6 | 6 | — | $268 | 新建仓 |
| — | BLACKROCK TCP CAPITAL CORP | $269 | 0.00% | 80 | 80 | — | $269 | 新建仓 |
| AMSF | AMERISAFE INC | $271 | 0.00% | 8 | 8 | — | $271 | 新建仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $272 | 0.00% | 8 | 8 | — | $272 | 新建仓 |
| THRM | GENTHERM INC | $273 | 0.00% | 8 | 8 | — | $273 | 新建仓 |
| INVA | INNOVIVA INC | $273 | 0.00% | 12 | 12 | — | $273 | 新建仓 |
| BKV | BKV CORP | $274 | 0.00% | 10 | 10 | — | $274 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $276 | 0.00% | 14 | 14 | — | $276 | 新建仓 |
| ADNT | ADIENT PLC | $276 | 0.00% | 15 | 15 | — | $276 | 新建仓 |
| DSGX | DESCARTES SYS GROUP INC | $277 | 0.00% | 4 | -400 | -99.0% | -$2.77万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $278 | 0.00% | 12 | 12 | — | $278 | 新建仓 |
| ENR | ENERGIZER HLDGS INC | $279 | 0.00% | 13 | 13 | — | $279 | 新建仓 |
| ASTH | ASTRANA HEALTH INC | $279 | 0.00% | 6 | 6 | — | $279 | 新建仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $280 | 0.00% | 16 | 16 | — | $280 | 新建仓 |
| ECPG | ENCORE CAP GROUP INC | $280 | 0.00% | 3 | 3 | — | $280 | 新建仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $280 | 0.00% | 10 | 10 | — | $280 | 新建仓 |
| WEN | WENDYS CO | $282 | 0.00% | 34 | 1 | 3.0% | $8 | 重新持有 |
| SONO | SONOS INC | $285 | 0.00% | 21 | 21 | — | $285 | 新建仓 |
| PRKS | UNITED PARKS & RESORTS INC | $287 | 0.00% | 6 | 2 | 50.0% | $96 | 加仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $287 | 0.00% | 4 | 4 | — | $287 | 新建仓 |
| PCVX | VAXCYTE INC | $291 | 0.00% | 5 | 5 | — | $291 | 新建仓 |
| NEO | NEOGENOMICS INC | $292 | 0.00% | 20 | 20 | — | $292 | 新建仓 |
| ELF | E L F BEAUTY INC | $296 | 0.00% | 4 | -3 | -42.9% | -$222 | 减仓 |
| WWW | WOLVERINE WORLD WIDE INC | $298 | 0.00% | 18 | 18 | — | $298 | 新建仓 |
| NABL | N-ABLE INC | $298 | 0.00% | 81 | 81 | — | $298 | 新建仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $299 | 0.00% | 8 | 8 | — | $299 | 新建仓 |
| SAFT | SAFETY INS GROUP INC | $300 | 0.00% | 4 | 4 | — | $300 | 新建仓 |
| DGII | DIGI INTL INC | $300 | 0.00% | 4 | 4 | — | $300 | 新建仓 |
| AIN | ALBANY INTL CORP | $300 | 0.00% | 4 | 4 | — | $300 | 新建仓 |
| MBIN | MERCHANTS BANCORP IND | $301 | 0.00% | 6 | 6 | — | $301 | 新建仓 |
| PRGS | PROGRESS SOFTWARE CORP | $303 | 0.00% | 9 | -3 | -25.0% | -$101 | 减仓 |
| QS | QUANTUMSCAPE CORP | $303 | 0.00% | 40 | 39 | 3,900.0% | $295 | 加仓 |
| TFIN | TRIUMPH FINANCIAL INC | $306 | 0.00% | 4 | 4 | — | $306 | 新建仓 |
| ADMA | ADMA BIOLOGICS INC | $310 | 0.00% | 37 | -41 | -52.6% | -$344 | 减仓 |
| DEI | DOUGLAS EMMETT INC | $312 | 0.00% | 26 | 26 | — | $312 | 新建仓 |
| DNOW | DNOW INC | $312 | 0.00% | 24 | 24 | — | $312 | 新建仓 |
| WMK | WEIS MKTS INC | $314 | 0.00% | 4 | -371 | -98.9% | -$2.91万 | 减仓 |
| AGNC | AGNC INVT CORP | $320 | 0.00% | 29 | 29 | — | $320 | 新建仓 |
| MHO | M/I HOMES INC | $322 | 0.00% | 2 | 2 | — | $322 | 新建仓 |
| UNIT | UNITI GROUP LLC | $322 | 0.00% | 28 | 28 | — | $322 | 新建仓 |
| LOAR | LOAR HOLDINGS INC | $323 | 0.00% | 4 | -3 | -42.9% | -$242 | 减仓 |
| — | PENNANTPARK INVT CORP | $324 | 0.00% | 91 | 91 | — | $324 | 新建仓 |
| AGNT | AGNT INC | $325 | 0.00% | 60 | 60 | — | $325 | 新建仓 |
| PRLB | PROTO LABS INC | $327 | 0.00% | 4 | 4 | — | $327 | 新建仓 |
| WD | WALKER & DUNLOP INC | $329 | 0.00% | 6 | -10 | -62.5% | -$548 | 重新持有 |
| PEGA | PEGASYSTEMS INC | $330 | 0.00% | 11 | -8 | -42.1% | -$240 | 减仓 |
| CVI | CVR ENERGY INC | $331 | 0.00% | 12 | 8 | 200.0% | $221 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $333 | 0.00% | 5 | -2 | -28.6% | -$133 | 减仓 |
| DMC | DEL MONTE CORP | $335 | 0.00% | 12 | 12 | — | $335 | 新建仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $336 | 0.00% | 8 | 8 | — | $336 | 新建仓 |
| MSEX | MIDDLESEX WTR CO | $337 | 0.00% | 6 | 6 | — | $337 | 新建仓 |
| ANDE | ANDERSONS INC | $342 | 0.00% | 5 | 5 | — | $342 | 新建仓 |
| — | WESTERN ASSET MTG DEFINED OP | $343 | 0.00% | 32 | 32 | — | $343 | 新建仓 |
| PGNY | PROGYNY INC | $346 | 0.00% | 12 | -2 | -14.3% | -$58 | 减仓 |
| COTY | COTY INC | $346 | 0.00% | 160 | 104 | 185.7% | $225 | 加仓 |
| WERN | WERNER ENTERPRISES INC | $349 | 0.00% | 8 | 8 | — | $349 | 新建仓 |
| HCI | HCI GROUP INC | $351 | 0.00% | 2 | 2 | — | $351 | 新建仓 |
| WABC | WESTAMERICA BANCORPORATION | $353 | 0.00% | 6 | 6 | — | $353 | 新建仓 |
| FRPT | FRESHPET INC | $355 | 0.00% | 6 | 6 | — | $355 | 新建仓 |
| BLKB | BLACKBAUD INC | $356 | 0.00% | 12 | 8 | 200.0% | $237 | 加仓 |
| WT | WISDOMTREE INC | $356 | 0.00% | 21 | 21 | — | $356 | 新建仓 |
| IRTC | IRHYTHM HOLDINGS INC | $357 | 0.00% | 3 | -3 | -50.0% | -$357 | 减仓 |
| S | SENTINELONE INC | $357 | 0.00% | 21 | 6 | 40.0% | $102 | 加仓 |
| EFC | ELLINGTON FINANCIAL INC | $358 | 0.00% | 26 | 26 | — | $358 | 新建仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $359 | 0.00% | 10 | 10 | — | $359 | 新建仓 |
| TILE | INTERFACE INC | $359 | 0.00% | 10 | 10 | — | $359 | 新建仓 |
| MNSO | MINISO GROUP HLDG LTD | $362 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TNDM | TANDEM DIABETES CARE INC | $363 | 0.00% | 24 | 9 | 60.0% | $136 | 加仓 |
| — | PLDT INC | $368 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ZG | ZILLOW GROUP INC | $377 | 0.00% | 12 | -6 | -33.3% | -$188 | 减仓 |
| BAND | BANDWIDTH INC | $380 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN UNVL TR | $380 | 0.00% | 47 | 47 | — | $380 | 新建仓 |
| AKR | ACADIA RLTY TR | $380 | 0.00% | 18 | 18 | — | $380 | 新建仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $382 | 0.00% | 55 | 55 | — | $382 | 新建仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $382 | 0.00% | 10 | 10 | — | $382 | 新建仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $384 | 0.00% | 6 | 6 | — | $384 | 新建仓 |
| — | VIRTUS STONE HBR EMRG MKTS I | $386 | 0.00% | 69 | 69 | — | $386 | 新建仓 |
| FBNC | FIRST BANCORP N C | $386 | 0.00% | 6 | 6 | — | $386 | 新建仓 |
| HTH | HILLTOP HLDGS INC | $388 | 0.00% | 10 | 10 | — | $388 | 新建仓 |
| PEB | PEBBLEBROOK HOTEL TR | $389 | 0.00% | 20 | 20 | — | $389 | 新建仓 |