13F 机构持仓

JFS WEALTH ADVISORS, LLC

HERMITAGE PA · SEC CIK 0001568068

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$20.06亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 8.8%
DFAX 7.1%
DFUS 5.4%
IWB 4.0%
AGG 3.9%
IVV 3.2%
BRK/B 2.8%
IJH 2.7%
MUB 2.3%
VTEB 2.3%

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
XME SPDR SERIES TRUST $1,6220.00%15 15— $1,622 新建仓
VSXY VICTORIAS SECRET AND CO $1,6230.00%35 725.0% $325 加仓
PRK PARK NATL CORP $1,6350.00%10 225.0% $327 加仓
HAYW HAYWARD HLDGS INC $1,6460.00%123 -8-6.1% -$107 减仓
YOU CLEAR SECURE INC $1,6460.00%34 39.7% $145 加仓
MGRC MCGRATH RENTCORP $1,6550.00%15 -2-11.8% -$221 减仓
STIP ISHARES TR $1,6550.00%16 16— $1,655 新建仓
FBK FB FINL CORP $1,6630.00%32 13.2% $52 加仓
DLB DOLBY LABORATORIES INC $1,6820.00%28 -4-12.5% -$240 减仓
HAE HAEMONETICS CORP MASS $1,6910.00%30 -3-9.1% -$169 减仓
SHOO MADDEN STEVEN LTD $1,6960.00%50 -3-5.7% -$102 减仓
USLM UNITED STS LIME & MINERALS I $1,6980.00%13 -3-18.8% -$392 减仓
NWBI NORTHWEST BANCSHARES INC $1,7010.00%134 -3,993-96.8% -$5.07万 减仓
NMRK NEWMARK GROUP INC $1,7090.00%114 -23-16.8% -$345 减仓
NGVT INGEVITY CORP $1,7100.00%24 420.0% $285 加仓
FFBC 1ST FINL BANCORP $1,7290.00%62 11.6% $28 加仓
CRC CALIFORNIA RES CORP $1,7310.00%25 -8-24.2% -$554 减仓
ASA ASA GOLD AND PRECIOUS MTLS L $1,7370.00%28 00.0% — 不变
BBWI BATH & BODY WORKS INC $1,7370.00%93 3663.2% $672 加仓
AMRZ AMRIZE LTD $1,7370.00%31 31— $1,737 新建仓
TRN TRINITY INDS INC $1,7380.00%54 35.9% $97 加仓
MAT MATTEL INC $1,7590.00%121 -123-50.4% -$1,788 减仓
VAC MARRIOTT VACATIONS WORLDWIDE $1,7590.00%27 262,600.0% $1,694 加仓
SOLV SOLVENTUM CORP $1,7640.00%27 -26-49.1% -$1,699 减仓
WSBC WESBANCO INC $1,7700.00%51 818.6% $278 加仓
ABM ABM INDS INC $1,7720.00%46 -28-37.8% -$1,079 减仓
PSO PEARSON PLC $1,7730.00%135 -129-48.9% -$1,694 减仓
EBC EASTERN BANKSHARES INC $1,7800.00%91 11.1% $20 加仓
FMS FRESENIUS MEDICAL CARE AG $1,7830.00%79 -109-58.0% -$2,460 减仓
BILI BILIBILI INC $1,7830.00%79 00.0% — 不变
HLNE HAMILTON LANE INC $1,7920.00%18 -3-14.3% -$299 减仓
FWONA LIBERTY MEDIA CORP DEL $1,7960.00%23 00.0% — 不变
COLM COLUMBIA SPORTSWEAR CO $1,8090.00%33 18120.0% $987 加仓
CP CANADIAN PACIFIC KANSAS CITY $1,8100.00%23 -133-85.3% -$1.05万 减仓
MC MOELIS & CO $1,8240.00%32 518.5% $285 加仓
CROX CROCS INC $1,8270.00%22 -9-29.0% -$747 减仓
KBR KBR INC $1,8480.00%50 2066.7% $739 加仓
WHD CACTUS INC $1,8480.00%39 20105.3% $948 加仓
CHRD CHORD ENERGY CORPORATION $1,8490.00%13 218.2% $284 加仓
AIR AAR CORP $1,8610.00%17 -2-10.5% -$219 减仓
CVBF CVB FINL CORP $1,8620.00%96 -50-34.2% -$970 减仓
RUSHB RUSH ENTERPRISES INC $1,8670.00%29 00.0% — 不变
KNF KNIFE RIVER CORP $1,8780.00%23 421.1% $327 加仓
SNY SANOFI SA $1,8800.00%39 -280-87.8% -$1.35万 减仓
PVH PVH CORPORATION $1,8840.00%27 -28-50.9% -$1,954 减仓
CBU COMMUNITY FINANCIAL SYSTEM I $1,8840.00%32 -11-25.6% -$648 减仓
PINS PINTEREST INC $1,8900.00%103 -97-48.5% -$1,780 减仓
AUR AURORA INNOVATION INC $1,9120.00%464 -2-0.4% -$8 减仓
BILL BILL HOLDINGS INC $1,9150.00%50 -7-12.3% -$268 减仓
MTX MINERALS TECHNOLOGIES INC $1,9150.00%27 -1-3.6% -$71 减仓
VSH VISHAY INTERTECHNOLOGY INC $1,9260.00%107 -27-20.1% -$486 减仓
KT KT CORP $1,9310.00%90 -140-60.9% -$3,004 减仓
ATMU ATMUS FILTRATION TECHNOLOGIE $1,9310.00%34 -3-8.1% -$170 减仓
FND FLOOR & DECOR HLDGS INC $1,9310.00%38 1890.0% $915 加仓
— SEALED AIR CORP NEW $1,9350.00%46 00.0% — 不变
HUBG HUB GROUP INC $1,9470.00%54 510.2% $180 加仓
FFIN FIRST FINL BANKSHARES INC $1,9500.00%66 -24-26.7% -$709 减仓
FTDR FRONTDOOR INC $1,9560.00%37 38.8% $159 加仓
SDRL SEADRILL LTD $1,9570.00%43 -6-12.2% -$273 减仓
— BRASKEM SA $1,9590.00%535 00.0% — 不变
BCC BOISE CASCADE CO DEL $1,9730.00%26 -8-23.5% -$607 减仓
CAE CAE INC $1,9800.00%76 00.0% — 不变
FIBK FIRST INTST BANCSYSTEM INC $2,0040.00%60 815.4% $267 加仓
TIMB TIM S A $2,0140.00%76 00.0% — 不变
QFIN QFIN HOLDINGS INC $2,0140.00%156 136680.0% $1,756 加仓
ASR GRUPO AEROPORTUARIO DEL SURE $2,0170.00%6 -2-25.0% -$672 减仓
ZWS ZURN ELKAY WATER SOLNS CORP $2,0180.00%45 615.4% $269 加仓
BBD BANCO BRADESCO S A $2,0190.00%553 00.0% — 不变
KTB KONTOOR BRANDS INC $2,0390.00%29 -8-21.6% -$562 减仓
GDXJ VANECK ETF TRUST $2,0410.00%17 00.0% — 不变
AMR ALPHA METALLURGICAL RESOUR I $2,0530.00%10 342.9% $616 加仓
— REIN THERAPEUTICS INC $2,0670.00%1,590 00.0% — 不变
PBH PRESTIGE CONSMR HEALTHCARE I $2,0750.00%35 -20-36.4% -$1,186 减仓
HRI HERC HLDGS INC $2,0910.00%21 -9-30.0% -$896 减仓
TECH BIO-TECHNE CORP $2,0910.00%40 -11-21.6% -$575 减仓
ETSY ETSY INC $2,1000.00%42 -5-10.6% -$250 减仓
TDC TERADATA CORP DEL $2,1020.00%82 -12-12.8% -$308 减仓
WU WESTERN UN CO $2,1040.00%241 3919.3% $340 加仓
ZS ZSCALER INC $2,1050.00%15 -17-53.1% -$2,386 减仓
LRN STRIDE INC $2,1170.00%24 -1-4.0% -$88 减仓
GSAT GLOBALSTAR INC $2,1260.00%32 623.1% $399 加仓
SID COMPANHIA SIDERURGICA NACION $2,1280.00%1,716 00.0% — 不变
MOH MOLINA HEALTHCARE INC $2,1330.00%16 -8-33.3% -$1,066 减仓
SNDR SCHNEIDER NATIONAL INC $2,1390.00%81 1014.1% $264 加仓
CWST CASELLA WASTE SYS INC $2,1430.00%27 -5-15.6% -$397 减仓
MKTX MARKETAXESS HLDGS INC $2,1450.00%13 7116.7% $1,155 加仓
AVNT AVIENT CORPORATION $2,1490.00%59 2996.7% $1,056 加仓
VVV VALVOLINE INC $2,1560.00%64 -30-31.9% -$1,011 减仓
ALKS ALKERMES PLC $2,1570.00%61 -57-48.3% -$2,016 减仓
RLI RLI CORP $2,1680.00%38 -46-54.8% -$2,624 减仓
AGX ARGAN INC $2,1790.00%4 133.3% $545 加仓
DIOD DIODES INC $2,1850.00%32 414.3% $273 加仓
OTTR OTTER TAIL CORP $2,1950.00%25 -11-30.6% -$966 减仓
BFAM BRIGHT HORIZONS FAM SOL IN D $2,2180.00%27 -8-22.9% -$657 减仓
BAM BROOKFIELD ASSET MANAGMT LTD $2,2230.00%50 -12-19.4% -$534 减仓
WOR WORTHINGTON ENTERPRISES INC $2,2430.00%43 -7-14.0% -$365 减仓
KOF COCA-COLA FEMSA SAB DE CV $2,2440.00%23 -5-17.9% -$488 减仓
ENLT ENLIGHT RENEWABLE ENERGY LTD $2,2530.00%33 00.0% — 不变
VICR VICOR CORP $2,2540.00%14 440.0% $644 加仓
GRBK GREEN BRICK PARTNERS INC $2,2560.00%35 -3-7.9% -$193 减仓