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 |
|---|---|---|---|---|---|---|---|---|
| EPR | EPR PPTYS | $642 | 0.00% | 11 | 11 | — | $642 | 新建仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $654 | 0.00% | 311 | 0 | 0.0% | — | 不变 |
| RSI | RUSH STREET INTERACTIVE INC | $655 | 0.00% | 22 | 14 | 175.0% | $417 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $658 | 0.00% | 41 | -105 | -71.9% | -$1,685 | 减仓 |
| RH | RH | $659 | 0.00% | 4 | -6 | -60.0% | -$988 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $659 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $661 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| STC | STEWART INFORMATION SVCS COR | $661 | 0.00% | 10 | 4 | 66.7% | $264 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $671 | 0.00% | 8 | 8 | — | $671 | 新建仓 |
| — | AXIA ENERGIA SA | $676 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $678 | 0.00% | 250 | 250 | — | $678 | 新建仓 |
| SEZL | SEZZLE INC | $687 | 0.00% | 4 | 3 | 300.0% | $515 | 加仓 |
| RXO | RXO INC | $690 | 0.00% | 25 | 25 | — | $690 | 新建仓 |
| BNL | BROADSTONE NET LEASE INC | $692 | 0.00% | 33 | 33 | — | $692 | 新建仓 |
| Z | ZILLOW GROUP INC | $694 | 0.00% | 22 | -40 | -64.5% | -$1,262 | 减仓 |
| — | SELECT MED HLDGS CORP | $694 | 0.00% | 42 | 24 | 133.3% | $397 | 加仓 |
| WY | WEYERHAEUSER CO | $695 | 0.00% | 29 | -1 | -3.3% | -$24 | 减仓 |
| — | GLADSTONE INVT CORP | $696 | 0.00% | 45 | 45 | — | $696 | 新建仓 |
| GFL | GFL ENVIRONMENTAL INC | $700 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $703 | 0.00% | 34 | -5 | -12.8% | -$103 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $703 | 0.00% | 18 | 18 | — | $703 | 新建仓 |
| STEP | STEPSTONE GROUP INC | $704 | 0.00% | 17 | 10 | 142.9% | $414 | 加仓 |
| FBP | FIRST BANCORP CORPORATION | $704 | 0.00% | 27 | 27 | — | $704 | 新建仓 |
| SGOV | ISHARES TR | $705 | 0.00% | 7 | 7 | — | $705 | 新建仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $710 | 0.00% | 15 | -20 | -57.1% | -$947 | 减仓 |
| WB | WEIBO CORP | $726 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LUNR | INTUITIVE MACHINES INC | $728 | 0.00% | 34 | 34 | — | $728 | 新建仓 |
| VISN | VISTANCE NETWORKS INC | $729 | 0.00% | 57 | 4 | 7.5% | $51 | 加仓 |
| — | PIMCO INCOME STRATEGY FD II | $735 | 0.00% | 102 | 102 | — | $735 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $738 | 0.00% | 66 | 66 | — | $738 | 新建仓 |
| BKD | BROOKDALE SR LIVING INC | $741 | 0.00% | 46 | 46 | — | $741 | 新建仓 |
| CALX | CALIX INC | $747 | 0.00% | 20 | 18 | 900.0% | $672 | 加仓 |
| SARO | STANDARDAERO INC | $748 | 0.00% | 25 | 25 | — | $748 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $754 | 0.00% | 56 | -113 | -66.9% | -$1,521 | 减仓 |
| ABR | ARBOR REALTY TRUST INC | $754 | 0.00% | 139 | 139 | — | $754 | 新建仓 |
| PICK | ISHARES INC | $756 | 0.00% | 13 | 13 | — | $756 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $757 | 0.00% | 128 | 94 | 276.5% | $556 | 重新持有 |
| — | EATON VANCE FLOATING RATE IN | $767 | 0.00% | 71 | 71 | — | $767 | 新建仓 |
| MQ | MARQETA INC | $768 | 0.00% | 189 | -2 | -1.0% | -$8 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $778 | 0.00% | 10 | 5 | 100.0% | $389 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $779 | 0.00% | 98 | 98 | — | $779 | 新建仓 |
| MORN | MORNINGSTAR INC | $781 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| OI | O-I GLASS INC | $781 | 0.00% | 81 | 13 | 19.1% | $125 | 加仓 |
| PAYO | PAYONEER GLOBAL INC | $784 | 0.00% | 110 | 72 | 189.5% | $513 | 加仓 |
| SHAK | SHAKE SHACK INC | $785 | 0.00% | 14 | 3 | 27.3% | $168 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $785 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| SFL | SFL CORPORATION LTD | $786 | 0.00% | 77 | 77 | — | $786 | 新建仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $789 | 0.00% | 57 | 57 | — | $789 | 新建仓 |
| SCHY | SCHWAB STRATEGIC TR | $794 | 0.00% | 25 | 25 | — | $794 | 新建仓 |
| LQDA | LIQUIDIA CORPORATION | $798 | 0.00% | 10 | 10 | — | $798 | 新建仓 |
| APPF | APPFOLIO INC | $802 | 0.00% | 5 | 4 | 400.0% | $642 | 加仓 |
| ADUS | ADDUS HOMECARE CORP | $804 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | HORIZON TECHNOLOGY FIN CORP | $809 | 0.00% | 171 | 171 | — | $809 | 新建仓 |
| CDC | VICTORY PORTFOLIOS II | $819 | 0.00% | 11 | 11 | — | $819 | 新建仓 |
| — | INVESCO BD FD | $819 | 0.00% | 54 | 54 | — | $819 | 新建仓 |
| MARA | MARA HOLDINGS INC | $820 | 0.00% | 59 | 59 | — | $820 | 新建仓 |
| TU | TELUS CORPORATION | $825 | 0.00% | 78 | 78 | — | $825 | 新建仓 |
| NIC | NICOLET BANKSHARES INC | $827 | 0.00% | 5 | 5 | — | $827 | 新建仓 |
| AORT | ARTIVION INC | $832 | 0.00% | 37 | 10 | 37.0% | $225 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $834 | 0.00% | 35 | 35 | — | $834 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $836 | 0.00% | 91 | 91 | — | $836 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $843 | 0.00% | 18 | 18 | — | $843 | 新建仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $845 | 0.00% | 70 | 70 | — | $845 | 新建仓 |
| POOL | POOL CORP | $860 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SPNT | SIRIUSPOINT LTD | $864 | 0.00% | 36 | 21 | 140.0% | $504 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $865 | 0.00% | 51 | 51 | — | $865 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $877 | 0.00% | 21 | 21 | — | $877 | 新建仓 |
| — | MFS INTER INCOME TR | $877 | 0.00% | 355 | 355 | — | $877 | 新建仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $879 | 0.00% | 17 | 8 | 88.9% | $414 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $881 | 0.00% | 42 | -73 | -63.5% | -$1,531 | 减仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $881 | 0.00% | 47 | 47 | — | $881 | 新建仓 |
| GBDC | GOLUB CAP BDC INC | $889 | 0.00% | 69 | 69 | — | $889 | 新建仓 |
| TPG | TPG INC | $893 | 0.00% | 22 | 5 | 29.4% | $203 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $897 | 0.00% | 18 | -362 | -95.3% | -$1.80万 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $900 | 0.00% | 96 | 96 | — | $900 | 新建仓 |
| LI | LI AUTO INC | $904 | 0.00% | 77 | -109 | -58.6% | -$1,280 | 减仓 |
| BCE | BCE INC | $912 | 0.00% | 42 | 25 | 147.1% | $543 | 加仓 |
| PODD | INSULET CORP | $914 | 0.00% | 6 | -11 | -64.7% | -$1,676 | 减仓 |
| FDS | FACTSET RESH SYS INC | $921 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $922 | 0.00% | 57 | 57 | — | $922 | 新建仓 |
| PFFA | ETFIS SER TR I | $926 | 0.00% | 45 | 45 | — | $926 | 新建仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $927 | 0.00% | 6 | 6 | — | $927 | 新建仓 |
| CENT | CENTRAL GARDEN & PET CO | $932 | 0.00% | 21 | 3 | 16.7% | $133 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $943 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC | $949 | 0.00% | 12 | -6 | -33.3% | -$474 | 减仓 |
| MGNI | MAGNITE INC | $949 | 0.00% | 50 | 27 | 117.4% | $512 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $952 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $957 | 0.00% | 189 | 114 | 152.0% | $577 | 加仓 |
| — | STRATEGY SHS | $960 | 0.00% | 42 | 42 | — | $960 | 新建仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $961 | 0.00% | 78 | 78 | — | $961 | 新建仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $964 | 0.00% | 100 | -900 | -90.0% | -$8,676 | 重新持有 |
| SMTC | SEMTECH CORP | $972 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NSIT | INSIGHT ENTERPRISES INC | $975 | 0.00% | 8 | -2 | -20.0% | -$244 | 减仓 |
| LEN/B | LENNAR CORP | $976 | 0.00% | 11 | -3 | -21.4% | -$266 | 减仓 |
| QYLD | GLOBAL X FDS | $977 | 0.00% | 53 | 53 | — | $977 | 新建仓 |
| — | BLACKROCK ENERGY & RES TR | $979 | 0.00% | 66 | 66 | — | $979 | 新建仓 |
| TRNO | TERRENO RLTY CORP | $980 | 0.00% | 15 | 15 | — | $980 | 新建仓 |
| NWN | NORTHWEST NAT HLDG CO | $982 | 0.00% | 20 | 19 | 1,900.0% | $933 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $985 | 0.00% | 20 | 20 | — | $985 | 新建仓 |
| ZS | ZSCALER INC | $989 | 0.00% | 7 | -8 | -53.3% | -$1,130 | 减仓 |