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 |
|---|---|---|---|---|---|---|---|---|
| FBK | FB FINL CORP | $1,993 | 0.00% | 36 | 4 | 12.5% | $221 | 加仓 |
| WSBC | WESBANCO INC | $2,002 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $2,011 | 0.00% | 49 | 23 | 88.5% | $944 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $2,014 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $2,018 | 0.00% | 30 | -843 | -96.6% | -$5.67万 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP | $2,032 | 0.00% | 89 | 37 | 71.2% | $845 | 加仓 |
| DES | WISDOMTREE TR | $2,034 | 0.00% | 50 | -84 | -62.7% | -$3,417 | 减仓 |
| GFF | GRIFFON CORP | $2,049 | 0.00% | 21 | 1 | 5.0% | $98 | 加仓 |
| ICUI | ICU MED INC | $2,053 | 0.00% | 14 | 4 | 40.0% | $587 | 加仓 |
| TR | TOOTSIE ROLL INDS INC | $2,059 | 0.00% | 52 | -1 | -1.9% | -$40 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $2,073 | 0.00% | 119 | 119 | — | $2,073 | 新建仓 |
| PPC | PILGRIMS PRIDE CORP | $2,081 | 0.00% | 74 | -27 | -26.7% | -$759 | 减仓 |
| VAL | VALARIS LTD | $2,106 | 0.00% | 29 | -3 | -9.4% | -$218 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $2,112 | 0.00% | 78 | 16 | 25.8% | $433 | 加仓 |
| OLN | OLIN CORP | $2,121 | 0.00% | 107 | 11 | 11.5% | $218 | 加仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $2,121 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| NEWT | NEWTEKONE INC | $2,130 | 0.00% | 142 | 142 | — | $2,130 | 新建仓 |
| WSC | WILLSCOT HLDGS CORP | $2,136 | 0.00% | 74 | 39 | 111.4% | $1,126 | 加仓 |
| ULS | UL SOLUTIONS INC | $2,140 | 0.00% | 21 | 6 | 40.0% | $611 | 加仓 |
| IOT | SAMSARA INC | $2,141 | 0.00% | 66 | 34 | 106.2% | $1,103 | 加仓 |
| IFRA | ISHARES TR | $2,144 | 0.00% | 34 | -43 | -55.8% | -$2,712 | 减仓 |
| PSO | PEARSON PLC | $2,146 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| AWR | AMER STATES WTR CO | $2,149 | 0.00% | 26 | 7 | 36.8% | $579 | 加仓 |
| BROS | DUTCH BROS INC | $2,155 | 0.00% | 30 | 1 | 3.4% | $72 | 加仓 |
| OGS | ONE GAS INC | $2,158 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| AZZ | AZZ INC | $2,171 | 0.00% | 14 | 5 | 55.6% | $775 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $2,172 | 0.00% | 19 | 6 | 46.2% | $686 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $2,174 | 0.00% | 19 | -9 | -32.1% | -$1,030 | 减仓 |
| VCYT | VERACYTE INC | $2,174 | 0.00% | 37 | 11 | 42.3% | $646 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $2,198 | 0.00% | 31 | 4 | 14.8% | $284 | 加仓 |
| SR | SPIRE INC | $2,199 | 0.00% | 28 | 3 | 12.0% | $236 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $2,204 | 0.00% | 73 | 73 | — | $2,204 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $2,221 | 0.00% | 92 | -52 | -36.1% | -$1,255 | 减仓 |
| CNK | CINEMARK HLDGS INC | $2,222 | 0.00% | 70 | 18 | 34.6% | $571 | 加仓 |
| OSCR | OSCAR HEALTH INC | $2,225 | 0.00% | 78 | 16 | 25.8% | $456 | 加仓 |
| AVNT | AVIENT CORPORATION | $2,226 | 0.00% | 60 | 1 | 1.7% | $37 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $2,228 | 0.00% | 16 | -2 | -11.1% | -$278 | 减仓 |
| PVH | PVH CORPORATION | $2,228 | 0.00% | 30 | 3 | 11.1% | $223 | 加仓 |
| WLY | WILEY JOHN & SONS INC | $2,232 | 0.00% | 46 | 20 | 76.9% | $970 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $2,238 | 0.00% | 46 | 18 | 64.3% | $876 | 加仓 |
| HAE | HAEMONETICS CORP MASS | $2,250 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC | $2,252 | 0.00% | 89 | 20 | 29.0% | $506 | 加仓 |
| TFSL | TFS FINL CORP | $2,269 | 0.00% | 128 | 45 | 54.2% | $798 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $2,276 | 0.00% | 88 | -2 | -2.2% | -$52 | 减仓 |
| TRN | TRINITY INDS INC | $2,283 | 0.00% | 66 | 12 | 22.2% | $415 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $2,289 | 0.00% | 80 | -8 | -9.1% | -$229 | 减仓 |
| AXIAY | AXIA ENERGIA SA | $2,292 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES INC | $2,294 | 0.00% | 31 | 4 | 14.8% | $296 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $2,316 | 0.00% | 79 | 79 | — | $2,316 | 新建仓 |
| TXNM | TXNM ENERGY INC | $2,328 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC | $2,329 | 0.00% | 27 | 3 | 12.5% | $259 | 加仓 |
| RNST | RENASANT CORP | $2,340 | 0.00% | 55 | 26 | 89.7% | $1,106 | 加仓 |
| WAFD | WAFD INC | $2,379 | 0.00% | 62 | 20 | 47.6% | $767 | 加仓 |
| KWR | QUAKER HOUGHTON | $2,384 | 0.00% | 15 | 2 | 15.4% | $318 | 加仓 |
| NGVT | INGEVITY CORP | $2,390 | 0.00% | 32 | 8 | 33.3% | $598 | 加仓 |
| TDW | TIDEWATER INC NEW | $2,399 | 0.00% | 36 | 3 | 9.1% | $200 | 加仓 |
| CXT | CRANE NXT CO | $2,405 | 0.00% | 47 | -60 | -56.1% | -$3,070 | 减仓 |
| THO | THOR INDS INC | $2,406 | 0.00% | 32 | -13 | -28.9% | -$977 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $2,422 | 0.00% | 54 | 4 | 8.0% | $179 | 加仓 |
| CRC | CALIFORNIA RES CORP | $2,433 | 0.00% | 46 | 21 | 84.0% | $1,111 | 加仓 |
| RITM | RITHM CAPITAL CORP | $2,433 | 0.00% | 259 | 259 | — | $2,433 | 新建仓 |
| LCII | LCI INDS | $2,436 | 0.00% | 23 | -1 | -4.2% | -$106 | 减仓 |
| WDFC | WD 40 CO | $2,437 | 0.00% | 10 | 4 | 66.7% | $975 | 加仓 |
| CNS | COHEN & STEERS INC | $2,437 | 0.00% | 32 | 13 | 68.4% | $990 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $2,444 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BTU | PEABODY ENGR CORP | $2,451 | 0.00% | 106 | -28 | -20.9% | -$647 | 减仓 |
| IPAR | INTERPARFUMS INC | $2,461 | 0.00% | 22 | 7 | 46.7% | $783 | 加仓 |
| QFIN | QFIN HOLDINGS INC | $2,467 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| FIBK | FIRST INTST BANCSYSTEM INC | $2,468 | 0.00% | 64 | 4 | 6.7% | $154 | 加仓 |
| SKM | SK TELECOM CO LTD | $2,477 | 0.00% | 77 | 56 | 266.7% | $1,801 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $2,480 | 0.00% | 52 | 52 | — | $2,480 | 新建仓 |
| SHOO | MADDEN STEVEN LTD | $2,484 | 0.00% | 59 | 9 | 18.0% | $379 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $2,502 | 0.00% | 165 | 31 | 23.1% | $470 | 加仓 |
| — | VOYA INFRASTRUCTURE INDLS & | $2,506 | 0.00% | 181 | 181 | — | $2,506 | 新建仓 |
| CCS | CENTURY COMMUNITIES INC | $2,509 | 0.00% | 35 | 14 | 66.7% | $1,004 | 加仓 |
| — | ELME COMMUNITIES | $2,514 | 0.00% | 1,698 | 11 | 0.7% | $16 | 加仓 |
| VVV | VALVOLINE INC | $2,531 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| RCI | ROGERS COMMUNICATIONS INC | $2,535 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $2,550 | 0.00% | 50 | 16 | 47.1% | $816 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $2,563 | 0.00% | 149 | -4 | -2.6% | -$69 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $2,570 | 0.00% | 74 | 8 | 12.1% | $278 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $2,580 | 0.00% | 116 | 25 | 27.5% | $556 | 加仓 |
| RIG | TRANSOCEAN LTD | $2,582 | 0.00% | 528 | 40 | 8.2% | $196 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC | $2,585 | 0.00% | 191 | -71 | -27.1% | -$961 | 减仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $2,592 | 0.00% | 242 | 28 | 13.1% | $300 | 加仓 |
| GSAT | GLOBALSTAR INC | $2,602 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD | $2,612 | 0.00% | 49 | 18 | 58.1% | $960 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $2,615 | 0.00% | 13 | 1 | 8.3% | $201 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $2,616 | 0.00% | 88 | 88 | — | $2,616 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $2,616 | 0.00% | 77 | 77 | — | $2,616 | 新建仓 |
| CPNG | COUPANG INC | $2,623 | 0.00% | 151 | -37 | -19.7% | -$643 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $2,633 | 0.00% | 9 | 2 | 28.6% | $585 | 加仓 |
| OGN | ORGANON & CO | $2,654 | 0.00% | 196 | 22 | 12.6% | $298 | 加仓 |
| EQNR | EQUINOR ASA | $2,669 | 0.00% | 85 | -26 | -23.4% | -$816 | 减仓 |
| ACWI | ISHARES TR | $2,669 | 0.00% | 17 | -14 | -45.2% | -$2,198 | 减仓 |
| HUBG | HUB GROUP INC | $2,672 | 0.00% | 61 | 7 | 13.0% | $307 | 加仓 |
| MKC | MCCORMICK & CO INC | $2,673 | 0.00% | 53 | -21 | -28.4% | -$1,059 | 减仓 |
| IGSB | ISHARES TR | $2,673 | 0.00% | 51 | 51 | — | $2,673 | 新建仓 |
| RUSHB | RUSH ENTERPRISES INC | $2,678 | 0.00% | 35 | 6 | 20.7% | $459 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $2,686 | 0.00% | 21 | -2 | -8.7% | -$256 | 减仓 |