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 |
|---|---|---|---|---|---|---|---|---|
| MRCY | MERCURY SYS INC | $4,083 | 0.00% | 56 | 4 | 7.7% | $292 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $4,085 | 0.00% | 47 | -349 | -88.1% | -$3.03万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $4,091 | 0.00% | 95 | -10 | -9.5% | -$431 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $4,092 | 0.00% | 42 | 8 | 23.5% | $779 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $4,126 | 0.00% | 36 | 3 | 9.1% | $344 | 加仓 |
| — | CHART INDS INC | $4,135 | 0.00% | 20 | -6 | -23.1% | -$1,240 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $4,143 | 0.00% | 101 | 6 | 6.3% | $246 | 加仓 |
| CNOB | CONNECTONE BANCORP INC | $4,150 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $4,174 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $4,186 | 0.00% | 118 | -1 | -0.8% | -$35 | 减仓 |
| TS | TENARIS S A | $4,189 | 0.00% | 72 | -17 | -19.1% | -$989 | 减仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $4,196 | 0.00% | 48 | -1 | -2.0% | -$87 | 减仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $4,228 | 0.00% | 58 | 3 | 5.5% | $219 | 加仓 |
| AES | AES CORP | $4,242 | 0.00% | 301 | 11 | 3.8% | $155 | 加仓 |
| NNI | NELNET INC | $4,256 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC | $4,262 | 0.00% | 17 | 1 | 6.2% | $251 | 加仓 |
| USHY | ISHARES TR | $4,274 | 0.00% | 116 | -33 | -22.1% | -$1,216 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $4,275 | 0.00% | 398 | -76 | -16.0% | -$816 | 减仓 |
| IT | GARTNER INC | $4,276 | 0.00% | 27 | -35 | -56.5% | -$5,543 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $4,279 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $4,285 | 0.00% | 34 | -34 | -50.0% | -$4,285 | 减仓 |
| ACWI | ISHARES TR | $4,290 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| PSN | PARSONS CORP DEL | $4,334 | 0.00% | 80 | -10 | -11.1% | -$542 | 减仓 |
| CXT | CRANE NXT CO | $4,344 | 0.00% | 107 | -11 | -9.3% | -$447 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $4,368 | 0.00% | 124 | 8 | 6.9% | $282 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $4,369 | 0.00% | 191 | 14 | 7.9% | $320 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $4,378 | 0.00% | 98 | 21 | 27.3% | $938 | 加仓 |
| IFRA | ISHARES TR | $4,405 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $4,406 | 0.00% | 18 | -5 | -21.7% | -$1,224 | 减仓 |
| BTU | PEABODY ENGR CORP | $4,416 | 0.00% | 134 | 24 | 21.8% | $791 | 加仓 |
| LPX | LOUISIANA PAC CORP | $4,438 | 0.00% | 61 | -19 | -23.8% | -$1,382 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $4,454 | 0.00% | 162 | 9 | 5.9% | $247 | 加仓 |
| NMIH | NMI HLDGS INC | $4,464 | 0.00% | 119 | 1 | 0.8% | $38 | 加仓 |
| ACI | ALBERTSONS COS INC | $4,465 | 0.00% | 262 | -94 | -26.4% | -$1,602 | 减仓 |
| NE | NOBLE CORP PLC | $4,466 | 0.00% | 91 | 7 | 8.3% | $344 | 加仓 |
| CWCO | CONSOLIDATED WATER CO INC | $4,483 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $4,484 | 0.00% | 31 | -7 | -18.4% | -$1,013 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $4,491 | 0.00% | 177 | 11 | 6.6% | $279 | 加仓 |
| GNRC | GENERAC HLDGS INC | $4,493 | 0.00% | 23 | -10 | -30.3% | -$1,953 | 减仓 |
| LBRT | LIBERTY ENERGY INC | $4,522 | 0.00% | 157 | 11 | 7.5% | $317 | 加仓 |
| M | MACYS INC | $4,543 | 0.00% | 250 | 21 | 9.2% | $382 | 加仓 |
| NOV | NOV INC | $4,590 | 0.00% | 244 | -21 | -7.9% | -$395 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $4,598 | 0.00% | 36 | -20 | -35.7% | -$2,554 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $4,602 | 0.00% | 103 | 6 | 6.2% | $268 | 加仓 |
| NTNX | NUTANIX INC | $4,638 | 0.00% | 122 | -77 | -38.7% | -$2,927 | 减仓 |
| BBY | BEST BUY INC | $4,660 | 0.00% | 72 | -116 | -61.7% | -$7,508 | 减仓 |
| GVA | GRANITE CONSTR INC | $4,677 | 0.00% | 39 | 2 | 5.4% | $240 | 加仓 |
| CRK | COMSTOCK RES INC | $4,680 | 0.00% | 222 | -14 | -5.9% | -$295 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $4,682 | 0.00% | 203 | 55 | 37.2% | $1,269 | 加仓 |
| EQNR | EQUINOR ASA | $4,685 | 0.00% | 111 | -263 | -70.3% | -$1.11万 | 减仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $4,707 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC | $4,717 | 0.00% | 57 | 4 | 7.5% | $331 | 加仓 |
| P | EVERPURE INC | $4,724 | 0.00% | 80 | -90 | -52.9% | -$5,314 | 减仓 |
| ARKK | ARK ETF TR | $4,732 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC | $4,739 | 0.00% | 17 | 1 | 6.2% | $279 | 加仓 |
| BKU | BANKUNITED INC | $4,742 | 0.00% | 105 | 6 | 6.1% | $271 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $4,754 | 0.00% | 59 | 6 | 11.3% | $483 | 加仓 |
| CPA | COPA HOLDINGS SA | $4,772 | 0.00% | 42 | 3 | 7.7% | $341 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $4,804 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $4,813 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC | $4,821 | 0.00% | 180 | 30 | 20.0% | $804 | 加仓 |
| GEF | GREIF INC | $4,833 | 0.00% | 72 | -13 | -15.3% | -$873 | 减仓 |
| G | GENPACT LIMITED | $4,843 | 0.00% | 130 | -13 | -9.1% | -$484 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $4,903 | 0.00% | 107 | -27 | -20.1% | -$1,237 | 减仓 |
| SLM | SLM CORP | $4,946 | 0.00% | 231 | -51 | -18.1% | -$1,092 | 减仓 |
| RBLX | ROBLOX CORP | $4,978 | 0.00% | 88 | -23 | -20.7% | -$1,301 | 减仓 |
| — | HOLOGIC INC | $4,989 | 0.00% | 66 | -8 | -10.8% | -$605 | 减仓 |
| MDU | MDU RES GROUP INC | $5,003 | 0.00% | 241 | 15 | 6.6% | $311 | 加仓 |
| KODK | EASTMAN KODAK CO | $5,023 | 0.00% | 555 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $5,032 | 0.00% | 249 | -48 | -16.2% | -$970 | 减仓 |
| POST | POST HLDGS INC | $5,042 | 0.00% | 51 | -28 | -35.4% | -$2,768 | 减仓 |
| — | SCHWAB STRATEGIC TR | $5,043 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| BCH | BANCO DE CHILE | $5,075 | 0.00% | 137 | -6 | -4.2% | -$222 | 减仓 |
| XSOE | WISDOMTREE TR | $5,081 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $5,087 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $5,108 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $5,125 | 0.00% | 273 | 13 | 5.0% | $244 | 加仓 |
| CE | CELANESE CORP DEL | $5,131 | 0.00% | 78 | 27 | 52.9% | $1,776 | 加仓 |
| VIPS | VIPSHOP HLDGS LTD | $5,141 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $5,141 | 0.00% | 53 | 7 | 15.2% | $679 | 加仓 |
| INGR | INGREDION INC | $5,183 | 0.00% | 46 | -36 | -43.9% | -$4,056 | 减仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $5,185 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $5,193 | 0.00% | 76 | -9 | -10.6% | -$615 | 减仓 |
| LOGI | LOGITECH INTL S A | $5,194 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $5,225 | 0.00% | 157 | -1 | -0.6% | -$33 | 减仓 |
| EG | EVEREST GROUP LTD | $5,230 | 0.00% | 16 | -13 | -44.8% | -$4,249 | 减仓 |
| SNEX | STONEX GROUP INC | $5,243 | 0.00% | 65 | 21 | 47.7% | $1,694 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $5,249 | 0.00% | 28 | -8 | -22.2% | -$1,500 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $5,274 | 0.00% | 57 | 5 | 9.6% | $463 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $5,291 | 0.00% | 16 | -4 | -20.0% | -$1,323 | 减仓 |
| VIRT | VIRTU FINL INC | $5,322 | 0.00% | 121 | 7 | 6.1% | $308 | 加仓 |
| AGCO | AGCO CORP | $5,331 | 0.00% | 46 | 1 | 2.2% | $116 | 加仓 |
| HQY | HEALTHEQUITY INC | $5,349 | 0.00% | 64 | 2 | 3.2% | $167 | 加仓 |
| GH | GUARDANT HEALTH INC | $5,358 | 0.00% | 58 | 2 | 3.6% | $185 | 加仓 |
| RDN | RADIAN GROUP INC | $5,359 | 0.00% | 162 | -17 | -9.5% | -$562 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $5,361 | 0.00% | 33 | -57 | -63.3% | -$9,260 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $5,361 | 0.00% | 151 | 8 | 5.6% | $284 | 加仓 |
| HCC | WARRIOR MET COAL INC | $5,403 | 0.00% | 58 | 5 | 9.4% | $466 | 加仓 |
| EPAM | EPAM SYS INC | $5,416 | 0.00% | 40 | -3 | -7.0% | -$406 | 减仓 |
| PSMT | PRICESMART INC | $5,418 | 0.00% | 36 | 3 | 9.1% | $452 | 加仓 |