JFS WEALTH ADVISORS, LLC
HERMITAGE PA · SEC CIK 0001568068
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| UFPI | UFP INDUSTRIES INC | $3,133 | 0.00% | 34 | -46 | -57.5% | -$4,239 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $3,133 | 0.00% | 33 | -21 | -38.9% | -$1,994 | 减仓 |
| VAL | VALARIS LTD | $3,138 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| VCTR | VICTORY CAP HLDGS INC DEL | $3,144 | 0.00% | 48 | -10 | -17.2% | -$655 | 减仓 |
| ALC | ALCON AG | $3,165 | 0.00% | 42 | -84 | -66.7% | -$6,330 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $3,165 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $3,168 | 0.00% | 21 | -35 | -62.5% | -$5,280 | 减仓 |
| MMSI | MERIT MED SYS INC | $3,171 | 0.00% | 46 | 3 | 7.0% | $207 | 加仓 |
| — | QORVO INC | $3,174 | 0.00% | 41 | -19 | -31.7% | -$1,471 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $3,175 | 0.00% | 47 | 4 | 9.3% | $270 | 加仓 |
| SKY | CHAMPION HOMES INC | $3,198 | 0.00% | 43 | -3 | -6.5% | -$223 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $3,200 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $3,205 | 0.00% | 119 | 10 | 9.2% | $269 | 加仓 |
| BCO | BRINKS CO | $3,213 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $3,223 | 0.00% | 72 | -105 | -59.3% | -$4,700 | 减仓 |
| VFC | V F CORP | $3,229 | 0.00% | 190 | 14 | 8.0% | $238 | 加仓 |
| RIG | TRANSOCEAN LTD | $3,236 | 0.00% | 488 | -20 | -3.9% | -$133 | 减仓 |
| AEG | AEGON LTD | $3,238 | 0.00% | 446 | -118 | -20.9% | -$857 | 减仓 |
| TRMK | TRUSTMARK CORP | $3,245 | 0.00% | 77 | -3 | -3.8% | -$126 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $3,251 | 0.00% | 90 | 33 | 57.9% | $1,192 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $3,254 | 0.00% | 78 | -4,202 | -98.2% | -$17.53万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $3,257 | 0.00% | 59 | -47 | -44.3% | -$2,595 | 减仓 |
| UNF | UNIFIRST CORP MASS | $3,271 | 0.00% | 13 | 2 | 18.2% | $503 | 加仓 |
| KFY | KORN FERRY | $3,283 | 0.00% | 52 | -6 | -10.3% | -$379 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $3,306 | 0.00% | 28 | 1 | 3.7% | $118 | 加仓 |
| W | WAYFAIR INC | $3,310 | 0.00% | 44 | -18 | -29.0% | -$1,354 | 减仓 |
| TEX | TEREX CORP NEW | $3,310 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $3,314 | 0.00% | 123 | -18 | -12.8% | -$485 | 减仓 |
| LI | LI AUTO INC | $3,317 | 0.00% | 186 | -86 | -31.6% | -$1,534 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $3,319 | 0.00% | 252 | 27 | 12.0% | $356 | 加仓 |
| HTHT | H WORLD GROUP LTD | $3,320 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| OPLN | OPENLANE INC | $3,353 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| BANF | BANCFIRST CORP | $3,369 | 0.00% | 31 | -8 | -20.5% | -$869 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $3,371 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC | $3,382 | 0.00% | 71 | -39 | -35.5% | -$1,858 | 减仓 |
| GPOR | GULFPORT ENERGY CORP | $3,386 | 0.00% | 16 | -2 | -11.1% | -$423 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $3,388 | 0.00% | 8 | -2 | -20.0% | -$847 | 减仓 |
| BCPC | BALCHEM CORP | $3,390 | 0.00% | 20 | -10 | -33.3% | -$1,695 | 减仓 |
| — | ELME COMMUNITIES | $3,391 | 0.00% | 1,687 | 0 | 0.0% | — | 不变 |
| MIR | MIRION TECHNOLOGIES INC | $3,421 | 0.00% | 184 | 14 | 8.2% | $260 | 加仓 |
| EL | LAUDER ESTEE COS INC | $3,445 | 0.00% | 48 | 8 | 20.0% | $574 | 加仓 |
| AROC | ARCHROCK INC | $3,446 | 0.00% | 99 | -19 | -16.1% | -$661 | 减仓 |
| MTN | VAIL RESORTS INC | $3,451 | 0.00% | 27 | -14 | -34.1% | -$1,789 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $3,461 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S | $3,462 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $3,464 | 0.00% | 115 | -11 | -8.7% | -$331 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $3,488 | 0.00% | 76 | 6 | 8.6% | $275 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $3,495 | 0.00% | 83 | -3 | -3.5% | -$126 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $3,495 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| WLK | WESTLAKE CORPORATION | $3,505 | 0.00% | 30 | 16 | 114.3% | $1,869 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $3,518 | 0.00% | 127 | -89 | -41.2% | -$2,465 | 减仓 |
| HEFA | ISHARES TR | $3,528 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $3,543 | 0.00% | 72 | -34 | -32.1% | -$1,673 | 减仓 |
| CPNG | COUPANG INC | $3,550 | 0.00% | 188 | -105 | -35.8% | -$1,983 | 减仓 |
| PODD | INSULET CORP | $3,568 | 0.00% | 17 | -10 | -37.0% | -$2,099 | 减仓 |
| MIDD | MIDDLEBY CORP | $3,580 | 0.00% | 27 | -9 | -25.0% | -$1,193 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $3,593 | 0.00% | 60 | 1 | 1.7% | $60 | 加仓 |
| THO | THOR INDS INC | $3,596 | 0.00% | 45 | -2 | -4.3% | -$160 | 减仓 |
| HP | HELMERICH & PAYNE INC | $3,603 | 0.00% | 100 | 8 | 8.7% | $288 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $3,610 | 0.00% | 193 | 16 | 9.0% | $299 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $3,622 | 0.00% | 69 | -4 | -5.5% | -$210 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $3,631 | 0.00% | 42 | 3 | 7.7% | $259 | 加仓 |
| SIG | SIGNET JEWELERS LIMITED | $3,640 | 0.00% | 43 | 4 | 10.3% | $339 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $3,645 | 0.00% | 49 | -63 | -56.2% | -$4,686 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $3,647 | 0.00% | 22 | 22 | — | $3,647 | 新建仓 |
| CSW | CSW INDUSTRIALS INC | $3,649 | 0.00% | 14 | 2 | 16.7% | $521 | 加仓 |
| PATK | PATRICK INDS INC | $3,666 | 0.00% | 33 | 3 | 10.0% | $333 | 加仓 |
| VEEV | VEEVA SYS INC | $3,689 | 0.00% | 21 | -26 | -55.3% | -$4,567 | 减仓 |
| HRL | HORMEL FOODS CORP | $3,692 | 0.00% | 163 | -99 | -37.8% | -$2,242 | 减仓 |
| OSIS | OSI SYSTEMS INC | $3,718 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $3,728 | 0.00% | 28 | 2 | 7.7% | $266 | 加仓 |
| MKC | MCCORMICK & CO INC | $3,733 | 0.00% | 74 | -67 | -47.5% | -$3,380 | 减仓 |
| ADT | ADT INC DEL | $3,735 | 0.00% | 566 | -300 | -34.6% | -$1,980 | 减仓 |
| RDY | DR REDDYS LABS LTD | $3,740 | 0.00% | 270 | -477 | -63.9% | -$6,607 | 减仓 |
| BSAC | BANCO SANTANDER CHILE NEW | $3,741 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $3,764 | 0.00% | 18 | -10 | -35.7% | -$2,091 | 减仓 |
| ITRI | ITRON INC | $3,765 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $3,779 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| WFRD | WEATHERFORD INTL PLC | $3,784 | 0.00% | 40 | 5 | 14.3% | $473 | 加仓 |
| HXL | HEXCEL CORP NEW | $3,804 | 0.00% | 47 | 4 | 9.3% | $324 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $3,806 | 0.00% | 26 | 2 | 8.3% | $293 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $3,814 | 0.00% | 101 | 7 | 7.4% | $264 | 加仓 |
| CNO | CNO FINL GROUP INC | $3,819 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP | $3,819 | 0.00% | 47 | -3 | -6.0% | -$244 | 减仓 |
| IDA | IDACORP INC | $3,861 | 0.00% | 27 | -10 | -27.0% | -$1,430 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $3,869 | 0.00% | 93 | -33 | -26.2% | -$1,373 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $3,875 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PTCT | PTC THERAPEUTICS INC | $3,884 | 0.00% | 57 | -1 | -1.7% | -$68 | 减仓 |
| OGE | OGE ENERGY CORP | $3,885 | 0.00% | 81 | -79 | -49.4% | -$3,789 | 减仓 |
| BC | BRUNSWICK CORP | $3,930 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP INC | $3,953 | 0.00% | 14 | 1 | 7.7% | $282 | 加仓 |
| BMI | BADGER METER INC | $3,962 | 0.00% | 26 | 1 | 4.0% | $152 | 加仓 |
| SCZ | ISHARES TR | $3,976 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC | $3,980 | 0.00% | 26 | -2 | -7.1% | -$306 | 减仓 |
| ENIC | ENEL CHILE SA | $3,984 | 0.00% | 1,011 | -92 | -8.3% | -$363 | 减仓 |
| LKQ | LKQ CORP | $4,024 | 0.00% | 137 | -35 | -20.3% | -$1,028 | 减仓 |
| CALM | CAL MAINE FOODS INC | $4,037 | 0.00% | 51 | 4 | 8.5% | $317 | 加仓 |
| PJT | PJT PARTNERS INC | $4,052 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC | $4,066 | 0.00% | 23 | -1 | -4.2% | -$177 | 减仓 |
| BAP | CREDICORP LTD | $4,071 | 0.00% | 12 | 0 | 0.0% | — | 不变 |