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 |
|---|---|---|---|---|---|---|---|---|
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $991 | 0.00% | 101 | 101 | — | $991 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $999 | 0.00% | 7 | 7 | — | $999 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $1,006 | 0.00% | 8 | 7 | 700.0% | $880 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $1,012 | 0.00% | 60 | 60 | — | $1,012 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $1,013 | 0.00% | 95 | -10 | -9.5% | -$107 | 减仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $1,015 | 0.00% | 20 | -363 | -94.8% | -$1.84万 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $1,015 | 0.00% | 106 | 106 | — | $1,015 | 新建仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $1,018 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| FDUS | FIDUS INVT CORP | $1,030 | 0.00% | 54 | 54 | — | $1,030 | 新建仓 |
| CLSK | CLEANSPARK INC | $1,034 | 0.00% | 71 | 45 | 173.1% | $655 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $1,038 | 0.00% | 33 | 30 | 1,000.0% | $944 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $1,041 | 0.00% | 66 | 66 | — | $1,041 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $1,046 | 0.00% | 13 | 8 | 160.0% | $644 | 加仓 |
| — | KKR INCOME OPPORTUNITIES FD | $1,048 | 0.00% | 93 | 93 | — | $1,048 | 新建仓 |
| LBTYK | LIBERTY GLOBAL LTD | $1,056 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $1,057 | 0.00% | 225 | 225 | — | $1,057 | 新建仓 |
| TALO | TALOS ENERGY INC | $1,059 | 0.00% | 82 | 24 | 41.4% | $310 | 加仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $1,061 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| BIT | BLACKROCK MULTI SECTOR INC T | $1,065 | 0.00% | 85 | 85 | — | $1,065 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $1,069 | 0.00% | 18 | -20 | -52.6% | -$1,188 | 减仓 |
| SXI | STANDEX INTL CORP | $1,074 | 0.00% | 3 | 3 | — | $1,074 | 新建仓 |
| ALRM | ALARM COM HLDGS INC | $1,075 | 0.00% | 23 | 2 | 9.5% | $93 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $1,078 | 0.00% | 19 | 19 | — | $1,078 | 新建仓 |
| ANGX | ANGEL STUDIOS INC. | $1,079 | 0.00% | 294 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORP | $1,079 | 0.00% | 26 | 15 | 136.4% | $622 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $1,087 | 0.00% | 36 | 36 | — | $1,087 | 新建仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $1,089 | 0.00% | 90 | 90 | — | $1,089 | 新建仓 |
| — | BARINGS CORPORATE INVS | $1,089 | 0.00% | 62 | 62 | — | $1,089 | 新建仓 |
| SLAB | SILICON LABORATORIES INC | $1,093 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC | $1,095 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $1,096 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS INC | $1,099 | 0.00% | 20 | -2 | -9.1% | -$110 | 重新持有 |
| WDAY | WORKDAY INC | $1,102 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GT | GOODYEAR TIRE & RUBR CO | $1,103 | 0.00% | 167 | -68 | -28.9% | -$449 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $1,103 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GGB | GERDAU SA | $1,103 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $1,104 | 0.00% | 9 | 9 | — | $1,104 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $1,114 | 0.00% | 241 | 240 | 24,000.0% | $1,109 | 加仓 |
| EXPO | EXPONENT INC | $1,117 | 0.00% | 19 | -2 | -9.5% | -$118 | 减仓 |
| — | COHEN & STEERS TOTAL RETURN | $1,121 | 0.00% | 99 | 99 | — | $1,121 | 新建仓 |
| CRVL | CORVEL CORP | $1,126 | 0.00% | 18 | 3 | 20.0% | $188 | 加仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $1,133 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $1,139 | 0.00% | 15 | 15 | — | $1,139 | 新建仓 |
| TPC | TUTOR PERINI CORP | $1,162 | 0.00% | 14 | -3 | -17.6% | -$249 | 减仓 |
| WU | WESTERN UN CO | $1,171 | 0.00% | 152 | -89 | -36.9% | -$686 | 减仓 |
| RUN | SUNRUN INC | $1,178 | 0.00% | 88 | 49 | 125.6% | $656 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $1,183 | 0.00% | 88 | 88 | — | $1,183 | 新建仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $1,185 | 0.00% | 69 | 69 | — | $1,185 | 新建仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $1,187 | 0.00% | 54 | 51 | 1,700.0% | $1,121 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,189 | 0.00% | 26 | 26 | — | $1,189 | 新建仓 |
| SAH | SONIC AUTOMOTIVE INC | $1,190 | 0.00% | 14 | 2 | 16.7% | $170 | 加仓 |
| RKT | ROCKET COS INC | $1,197 | 0.00% | 76 | 9 | 13.4% | $142 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $1,198 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $1,203 | 0.00% | 54 | 26 | 92.9% | $579 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $1,208 | 0.00% | 66 | 42 | 175.0% | $769 | 加仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $1,218 | 0.00% | 93 | 93 | — | $1,218 | 新建仓 |
| — | EMBOTELLADORA ANDINA S A | $1,225 | 0.00% | 42 | 42 | — | $1,225 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $1,238 | 0.00% | 49 | -3 | -5.8% | -$76 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS | $1,256 | 0.00% | 27 | 15 | 125.0% | $698 | 加仓 |
| GKOS | GLAUKOS CORP | $1,258 | 0.00% | 9 | 9 | — | $1,258 | 新建仓 |
| PENN | PENN ENTERTAINMENT INC | $1,261 | 0.00% | 59 | 59 | — | $1,261 | 新建仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $1,271 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $1,276 | 0.00% | 20 | 6 | 42.9% | $383 | 加仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $1,282 | 0.00% | 62 | 62 | — | $1,282 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $1,284 | 0.00% | 121 | 10 | 9.0% | $106 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $1,298 | 0.00% | 10 | 10 | — | $1,298 | 新建仓 |
| STRA | STRATEGIC ED INC | $1,303 | 0.00% | 17 | 4 | 30.8% | $307 | 加仓 |
| — | BRASKEM SA | $1,306 | 0.00% | 535 | 0 | 0.0% | — | 不变 |
| BKE | BUCKLE INC | $1,309 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DNLI | DENALI THERAPEUTICS INC | $1,312 | 0.00% | 51 | 43 | 537.5% | $1,106 | 加仓 |
| ALG | ALAMO GROUP INC | $1,316 | 0.00% | 8 | 3 | 60.0% | $494 | 加仓 |
| LBTYA | LIBERTY GLOBAL LTD | $1,319 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $1,323 | 0.00% | 35 | 4 | 12.9% | $151 | 加仓 |
| BAX | BAXTER INTL INC | $1,323 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $1,338 | 0.00% | 215 | 45 | 26.5% | $280 | 加仓 |
| LEVI | LEVI STRAUSS & CO NEW | $1,341 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $1,342 | 0.00% | 51 | 51 | — | $1,342 | 新建仓 |
| BILI | BILIBILI INC | $1,346 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC | $1,346 | 0.00% | 35 | 35 | — | $1,346 | 新建仓 |
| KBR | KBR INC | $1,352 | 0.00% | 39 | -11 | -22.0% | -$381 | 减仓 |
| VNOM | VIPER ENERGY INC | $1,357 | 0.00% | 32 | 26 | 433.3% | $1,103 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $1,359 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC | $1,364 | 0.00% | 16 | 4 | 33.3% | $341 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $1,365 | 0.00% | 59 | -34 | -36.6% | -$787 | 减仓 |
| RNG | RINGCENTRAL INC | $1,365 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $1,367 | 0.00% | 95 | 95 | — | $1,367 | 新建仓 |
| PII | POLARIS INC | $1,369 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK HEALTH SCIENCES TR | $1,375 | 0.00% | 32 | 32 | — | $1,375 | 新建仓 |
| GSBD | GOLDMAN SACHS BDC INC | $1,382 | 0.00% | 141 | 141 | — | $1,382 | 新建仓 |
| IBRX | IMMUNITYBIO INC | $1,384 | 0.00% | 158 | -55 | -25.8% | -$482 | 重新持有 |
| TOST | TOAST INC | $1,391 | 0.00% | 50 | -60 | -54.5% | -$1,669 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $1,405 | 0.00% | 143 | 100 | 232.6% | $983 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $1,408 | 0.00% | 55 | 55 | — | $1,408 | 新建仓 |
| GEF/B | GREIF INC | $1,411 | 0.00% | 15 | 8 | 114.3% | $753 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $1,416 | 0.00% | 41 | 10 | 32.3% | $345 | 加仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $1,420 | 0.00% | 140 | 140 | — | $1,420 | 新建仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $1,421 | 0.00% | 46 | 46 | — | $1,421 | 新建仓 |
| DOX | AMDOCS LTD | $1,425 | 0.00% | 28 | -13 | -31.7% | -$662 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $1,426 | 0.00% | 12 | 2 | 20.0% | $238 | 加仓 |
| CENX | CENTURY ALUM CO | $1,427 | 0.00% | 31 | 8 | 34.8% | $368 | 加仓 |