13F 机构持仓

JFS WEALTH ADVISORS, LLC

HERMITAGE PA · SEC CIK 0001568068

2026Q22026Q1 更早 9 个季度 🔒
$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
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 10.0%
DFAX 6.9%
DFUS 5.4%
IWB 4.0%
AGG 3.7%
IVV 3.5%
IJH 2.8%
BRK/B 2.6%
IJR 2.3%
DFAI 2.2%

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
SM SM ENERGY COMPANY $2,6890.00%103 73243.3% $1,906 加仓
ABM ABM INDS INC $2,6990.00%61 1532.6% $664 加仓
AVA AVISTA CORP $2,7010.00%66 45214.3% $1,842 加仓
VNT VONTIER CORPORATION $2,7260.00%94 -24-20.3% -$696 减仓
SYNA SYNAPTICS INC $2,7340.00%22 315.8% $373 加仓
BSBR BANCO SANTANDER BRASIL S A $2,7360.00%521 00.0% — 不变
MP MP MATERIALS CORP $2,7450.00%49 00.0% — 不变
PTY PIMCO CORPORATE & INCOME OPP $2,7460.00%226 226— $2,746 新建仓
HTHT H WORLD GROUP LTD $2,7540.00%66 00.0% — 不变
CARG CARGURUS INC $2,7620.00%81 1014.1% $341 加仓
WHD CACTUS INC $2,7670.00%54 1538.5% $769 加仓
STNG SCORPIO TANKERS INC $2,7710.00%40 00.0% — 不变
LNTH LANTHEUS HLDGS INC $2,7740.00%25 738.9% $777 加仓
SOLV SOLVENTUM CORP $2,7780.00%36 933.3% $694 加仓
WOR WORTHINGTON ENTERPRISES INC $2,7960.00%52 920.9% $484 加仓
CAR AVIS BUDGET GROUP INC $2,8090.00%19 00.0% — 不变
EMA EMERA INC $2,8110.00%53 2482.8% $1,273 加仓
POR PORTLAND GEN ELEC CO $2,8140.00%54 00.0% — 不变
CBU COMMUNITY FINANCIAL SYSTEM I $2,8280.00%42 1031.2% $673 加仓
GNTX GENTEX CORP $2,8310.00%112 00.0% — 不变
YOU CLEAR SECURE INC $2,8430.00%51 1750.0% $948 加仓
LGND LIGAND PHARMACEUTICALS INC $2,8450.00%9 6200.0% $1,897 加仓
ONC BEONE MEDICINES LTD $2,8500.00%10 00.0% — 不变
AAP ADVANCE AUTO PARTS INC $2,8630.00%46 1864.3% $1,120 加仓
W WAYFAIR INC $2,8660.00%31 -13-29.5% -$1,202 减仓
VTMX VESTA REAL ESTATE CORP $2,8830.00%84 00.0% — 不变
CVBF CVB FINL CORP $2,9090.00%129 3334.4% $744 加仓
ENLT ENLIGHT RENEWABLE ENERGY LTD $2,9380.00%33 00.0% — 不变
GXO GXO LOGISTICS INCORPORATED $2,9410.00%58 11.8% $51 加仓
JOE ST JOE CO $2,9440.00%47 614.6% $376 加仓
BCC BOISE CASCADE CO DEL $2,9500.00%38 1246.2% $932 加仓
HAYW HAYWARD HLDGS INC $2,9610.00%171 4839.0% $831 加仓
ANF ABERCROMBIE & FITCH CO $2,9710.00%33 413.8% $360 加仓
CBT CABOT CORP $2,9980.00%33 00.0% — 不变
BEPC BROOKFIELD RENEWABLE CORP $3,0070.00%81 41102.5% $1,522 加仓
CII BLACKROCK ENHANCED LARGE CAP $3,0080.00%115 115— $3,008 新建仓
MC MOELIS & CO $3,0100.00%46 1443.8% $916 加仓
SLGN SILGAN HLDGS INC $3,0160.00%65 00.0% — 不变
RDNT RADNET INC $3,0220.00%49 36.5% $185 加仓
ACLS AXCELIS TECHNOLOGIES INC $3,0320.00%16 10166.7% $1,895 加仓
PLMR PALOMAR HLDGS INC $3,0340.00%24 420.0% $506 加仓
VTWO VANGUARD SCOTTSDALE FDS $3,0360.00%25 25— $3,036 新建仓
CORT CORCEPT THERAPEUTICS INC $3,0440.00%35 1466.7% $1,218 加仓
MGY MAGNOLIA OIL & GAS CORP $3,0700.00%120 2121.2% $537 加仓
HRB BLOCK H & R INC $3,0850.00%81 -1-1.2% -$38 减仓
EPAM EPAM SYS INC $3,0950.00%39 -1-2.5% -$79 减仓
BOH BANK HAWAII CORP $3,0970.00%38 618.8% $489 加仓
EQX EQUINOX GOLD CORP $3,1010.00%319 242314.3% $2,352 加仓
FFBC 1ST FINL BANCORP $3,1130.00%92 3048.4% $1,015 加仓
ARKF ARK ETF TR $3,1210.00%79 00.0% — 不变
ICLR ICON PUB LTD CO $3,1270.00%18 171,700.0% $2,953 加仓
IWL ISHARES TR $3,1450.00%17 00.0% — 不变
HRI HERC HLDGS INC $3,1540.00%22 14.8% $143 加仓
AUR AURORA INNOVATION INC $3,1650.00%464 00.0% — 不变
ZWS ZURN ELKAY WATER SOLNS CORP $3,1840.00%63 1840.0% $910 加仓
LIVN LIVANOVA PLC $3,2070.00%39 00.0% — 不变
PATK PATRICK INDS INC $3,2330.00%36 39.1% $269 加仓
VAC MARRIOTT VACATIONS WORLDWIDE $3,2610.00%32 518.5% $510 加仓
AMRX AMNEAL PHARMACEUTICALS INC $3,2720.00%189 8480.0% $1,454 加仓
TDS TELEPHONE & DATA SYS INC $3,2940.00%89 67.2% $222 加仓
CWST CASELLA WASTE SYS INC $3,2970.00%34 725.9% $679 加仓
HMC HONDA MOTOR CO LTD $3,3080.00%122 90281.2% $2,440 加仓
EMBJ EMBRAER S.A. $3,3180.00%52 00.0% — 不变
YETI YETI HLDGS INC $3,3210.00%67 23.1% $99 加仓
PBA PEMBINA PIPELINE CORP $3,3300.00%72 00.0% — 不变
MIR MIRION TECHNOLOGIES INC $3,3350.00%186 21.1% $36 加仓
KNF KNIFE RIVER CORP $3,3460.00%40 1773.9% $1,422 加仓
STLA STELLANTIS N.V $3,3470.00%583 20955.9% $1,200 加仓
CSQ CALAMOS STRATEGIC TOTAL RETU $3,3520.00%163 163— $3,352 新建仓
RYAAY RYANAIR HOLDINGS PLC $3,3670.00%52 00.0% — 不变
AUB ATLANTIC UN BANKSHARES CORP $3,3850.00%80 3786.0% $1,566 加仓
TDC TERADATA CORP DEL $3,3960.00%98 1619.5% $554 加仓
HOMB HOME BANCSHARES INC $3,3980.00%119 00.0% — 不变
MMSI MERIT MED SYS INC $3,3980.00%49 36.5% $208 加仓
VFC V F CORP $3,4030.00%204 147.4% $234 加仓
EIPI FIRST TR EXCHNG TRADED FD VI $3,4080.00%156 156— $3,408 新建仓
AIR AAR CORP $3,4310.00%24 741.2% $1,001 加仓
DBX DROPBOX INC $3,4340.00%125 -10-7.4% -$275 减仓
INDB INDEPENDENT BK CORP MASS $3,4480.00%41 928.1% $757 加仓
BANF BANCFIRST CORP $3,4510.00%31 00.0% — 不变
KAI KADANT INC $3,4570.00%11 222.2% $629 加仓
GMAB GENMAB A/S $3,4890.00%127 -2-1.6% -$55 减仓
EFX EQUIFAX INC $3,4920.00%22 -10-31.2% -$1,587 减仓
FTDR FRONTDOOR INC $3,4920.00%45 821.6% $621 加仓
BCO BRINKS CO $3,4970.00%37 619.4% $567 加仓
CROX CROCS INC $3,4990.00%29 731.8% $845 加仓
KTB KONTOOR BRANDS INC $3,5010.00%42 1344.8% $1,084 加仓
GRBK GREEN BRICK PARTNERS INC $3,5220.00%44 925.7% $720 加仓
— DIMENSIONAL ETF TRUST $3,5300.00%91 -64-41.3% -$2,483 减仓
MOS MOSAIC CO $3,5390.00%167 -131-44.0% -$2,776 减仓
UFPI UFP INDUSTRIES INC $3,5390.00%39 514.7% $454 加仓
ASO ACADEMY SPORTS & OUTDOORS IN $3,5410.00%75 1933.9% $897 加仓
ALGN ALIGN TECHNOLOGY INC $3,5420.00%21 531.2% $843 加仓
G GENPACT LIMITED $3,5480.00%129 -1-0.8% -$28 减仓
HRL HORMEL FOODS CORP $3,5500.00%143 -20-12.3% -$497 减仓
ACT ENACT HLDGS INC $3,5660.00%78 1320.0% $594 加仓
MSM MSC INDL DIRECT INC $3,5690.00%30 00.0% — 不变
ASB ASSOCIATED BANC-CORP $3,5700.00%116 00.0% — 不变
BKH BLACK HILLS CORP $3,5720.00%48 614.3% $446 加仓
WFRD WEATHERFORD INTL PLC $3,5860.00%44 410.0% $326 加仓