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
— LIBERTY BROADBAND CORP $2,2640.00%45 00.0% — 不变
SR SPIRE INC $2,2740.00%25 -16-39.0% -$1,455 减仓
TR TOOTSIE ROLL INDS INC $2,2810.00%53 715.2% $301 加仓
CATY CATHAY GEN BANCORP $2,2940.00%46 12.2% $50 加仓
JBTM JBT MAREL CORPORATION $2,3020.00%18 00.0% — 不变
ABG ASBURY AUTOMOTIVE GROUP INC $2,3450.00%12 -2-14.3% -$391 减仓
TME TENCENT MUSIC ENTMT GROUP $2,3580.00%254 -23-8.3% -$214 减仓
MP MP MATERIALS CORP $2,3650.00%49 00.0% — 不变
CLF CLEVELAND-CLIFFS INC NEW $2,3660.00%280 -140-33.3% -$1,183 减仓
UI UBIQUITI INC $2,3710.00%3 00.0% — 不变
BOH BANK HAWAII CORP $2,3760.00%32 00.0% — 不变
YETI YETI HLDGS INC $2,3790.00%65 712.1% $256 加仓
PLMR PALOMAR HLDGS INC $2,3900.00%20 211.1% $239 加仓
TYL TYLER TECHNOLOGIES INC $2,3970.00%7 -12-63.2% -$4,109 减仓
MANH MANHATTAN ASSOCIATES INC $2,3970.00%18 -15-45.5% -$1,998 减仓
TXNM TXNM ENERGY INC $2,3970.00%41 00.0% — 不变
GFS GLOBALFOUNDRIES INC $2,4020.00%54 -6-10.0% -$267 减仓
OGS ONE GAS INC $2,4120.00%28 312.0% $258 加仓
INDB INDEPENDENT BK CORP MASS $2,4170.00%32 310.3% $227 加仓
CARG CARGURUS INC $2,4180.00%71 -1-1.4% -$34 减仓
NWE NORTHWESTERN ENERGY GROUP IN $2,4400.00%37 1460.9% $923 加仓
AXIAY CENTRAIS ELET BRAS SA $2,4480.00%217 -29-11.8% -$327 减仓
GNTX GENTEX CORP $2,4480.00%112 2123.1% $459 加仓
KGS KODIAK GAS SVCS INC $2,4500.00%42 -13-23.6% -$758 减仓
LIVN LIVANOVA PLC $2,4790.00%39 1777.3% $1,081 加仓
CBT CABOT CORP $2,4860.00%33 -15-31.2% -$1,130 减仓
SLGN SILGAN HLDGS INC $2,5220.00%65 -23-26.1% -$892 减仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $2,5350.00%27 -4-12.9% -$376 减仓
CART MAPLEBEAR INC $2,5480.00%68 3183.8% $1,162 加仓
FMX FOMENTO ECONOMICO MEXICANO S $2,5550.00%23 -31-57.4% -$3,444 减仓
AEO AMERICAN EAGLE OUTFITTERS IN $2,5560.00%153 85.5% $134 加仓
RUM RUMBLE INC $2,5610.00%502 00.0% — 不变
VSAT VIASAT INC $2,5650.00%56 1640.0% $733 加仓
Z ZILLOW GROUP INC $2,5660.00%62 -79-56.0% -$3,270 减仓
RDNT RADNET INC $2,5710.00%46 615.0% $335 加仓
JOE ST JOE CO $2,5750.00%41 513.9% $314 加仓
SON SONOCO PRODS CO $2,5970.00%48 -7-12.7% -$379 减仓
HRB BLOCK H & R INC $2,6030.00%82 -54-39.7% -$1,714 减仓
DORM DORMAN PRODS INC $2,6090.00%25 -4-13.8% -$417 减仓
KAI KADANT INC $2,6320.00%9 00.0% — 不变
ANF ABERCROMBIE & FITCH CO $2,6500.00%29 416.0% $366 加仓
STLA STELLANTIS N.V $2,6520.00%374 374— $2,652 新建仓
ACT ENACT HLDGS INC $2,6530.00%65 -6-8.5% -$245 减仓
CAG CONAGRA BRANDS INC $2,6570.00%169 88108.6% $1,384 加仓
DOX AMDOCS LTD $2,6850.00%41 -73-64.0% -$4,781 减仓
TAK TAKEDA PHARMACEUTICAL CO LTD $2,7040.00%146 -703-82.8% -$1.30万 减仓
LW LAMB WESTON HLDGS INC $2,7050.00%64 -176-73.3% -$7,439 减仓
POWL POWELL INDS INC $2,7060.00%5 125.0% $541 加仓
SIGI SELECTIVE INS GROUP INC $2,7150.00%36 -11-23.4% -$830 减仓
LSTR LANDSTAR SYS INC $2,7260.00%17 9112.5% $1,443 加仓
IWL ISHARES TR $2,7290.00%17 17— $2,729 新建仓
EXLS EXLSERVICE HLDGS INC $2,7410.00%90 -33-26.8% -$1,005 减仓
ALGN ALIGN TECHNOLOGY INC $2,7430.00%16 11220.0% $1,886 加仓
TDW TIDEWATER INC NEW $2,7580.00%33 622.2% $501 加仓
GPN GLOBAL PMTS INC $2,7600.00%41 -49-54.4% -$3,299 减仓
MSM MSC INDL DIRECT INC $2,7690.00%30 311.1% $277 加仓
RTO RENTOKIL INITIAL PLC $2,7710.00%88 1723.9% $535 加仓
CAR AVIS BUDGET GROUP INC $2,7720.00%19 -12-38.7% -$1,751 减仓
UCB UNITED CMNTY BKS BLAIRSVLE G $2,7810.00%88 -25-22.1% -$790 减仓
VTMX VESTA REAL ESTATE CORP $2,8010.00%84 00.0% — 不变
OII OCEANEERING INTL INC $2,8030.00%79 811.3% $284 加仓
CWEN CLEARWAY ENERGY INC $2,8290.00%72 -1,617-95.7% -$6.35万 减仓
BTSG BRIGHTSPRING HEALTH SVCS INC $2,8550.00%67 915.5% $384 加仓
OLN OLIN CORP $2,8550.00%96 65209.7% $1,933 加仓
POR PORTLAND GEN ELEC CO $2,8640.00%54 510.2% $265 加仓
VLY VALLEY NATL BANCORP $2,9020.00%235 2511.9% $309 加仓
ALK ALASKA AIR GROUP INC $2,9060.00%79 -32-28.8% -$1,177 减仓
GTX GARRETT MOTION INC $2,9080.00%160 1510.3% $273 加仓
LULU LULULEMON ATHLETICA INC $2,9090.00%19 -3-13.6% -$459 减仓
BKH BLACK HILLS CORP $2,9160.00%42 12.4% $69 加仓
TOST TOAST INC $2,9170.00%110 -62-36.0% -$1,644 减仓
FBIN FORTUNE BRANDS INNOVATIONS I $2,9230.00%75 2756.2% $1,052 加仓
HGV HILTON GRAND VACATIONS INC $2,9340.00%75 -2-2.6% -$78 减仓
SPHR SPHERE ENTERTAINMENT CO $2,9350.00%25 313.6% $352 加仓
LCII LCI INDS $2,9520.00%24 29.1% $246 加仓
GXO GXO LOGISTICS INCORPORATED $2,9560.00%57 -13-18.6% -$674 减仓
ONC BEONE MEDICINES LTD $2,9700.00%10 00.0% — 不变
STNG SCORPIO TANKERS INC $2,9870.00%40 514.3% $373 加仓
RCI ROGERS COMMUNICATIONS INC $3,0000.00%78 00.0% — 不变
ASB ASSOCIATED BANC-CORP $3,0000.00%116 109.4% $259 加仓
ARKF ARK ETF TR $3,0060.00%79 00.0% — 不变
RYAAY RYANAIR HOLDINGS PLC $3,0060.00%52 00.0% — 不变
— MASIMO CORP $3,0240.00%17 -1-5.6% -$178 减仓
FELE FRANKLIN ELEC INC $3,0420.00%33 -14-29.8% -$1,291 减仓
MHK MOHAWK INDS INC $3,0530.00%31 -17-35.4% -$1,674 减仓
CWK CUSHMAN AND WAKEFIELD LTD $3,0530.00%249 166.9% $196 加仓
SFBS SERVISFIRST BANCSHARES INC $3,0590.00%42 -22-34.4% -$1,602 减仓
DBX DROPBOX INC $3,0680.00%135 -95-41.3% -$2,159 减仓
MTCH MATCH GROUP INC NEW $3,0710.00%100 -7-6.5% -$215 减仓
WSFS WSFS FINL CORP $3,0770.00%47 49.3% $262 加仓
EMBJ EMBRAER S.A. $3,0860.00%52 -6-10.3% -$356 减仓
BSBR BANCO SANTANDER BRASIL S A $3,0900.00%521 00.0% — 不变
BSY BENTLEY SYS INC $3,0910.00%88 1927.5% $667 加仓
OPCH OPTION CARE HEALTH INC $3,0960.00%115 1312.7% $350 加仓
LPL LG DISPLAY CO LTD $3,0970.00%798 -59-6.9% -$229 减仓
KBH KB HOME $3,1050.00%60 -20-25.0% -$1,035 减仓
REYN REYNOLDS CONSUMER PRODS INC $3,1140.00%147 128.9% $254 加仓
GNW GENWORTH FINL INC $3,1190.00%384 30.8% $24 加仓
MGY MAGNOLIA OIL & GAS CORP $3,1260.00%99 -36-26.7% -$1,137 减仓
FHB FIRST HAWAIIAN INC $3,1300.00%127 119.5% $271 加仓