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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -20,858 | -100.0% | -$164.38万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,544 | -100.0% | -$46.77万 | 清仓 |
| AVDE | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -1,845 | -100.0% | -$15.19万 | 清仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -1,015 | -100.0% | -$3.71万 | 清仓 |
| DTH | WISDOMTREE TR | $0 | 0.00% | 0 | -620 | -100.0% | -$3.20万 | 清仓 |
| INFY | INFOSYS LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -770 | -100.0% | -$2.61万 | 清仓 |
| EDV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -385 | -100.0% | -$2.50万 | 清仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -947 | -100.0% | -$2.38万 | 清仓 |
| — | GMO ETF TRUST | $0 | 0.00% | 0 | -800 | -100.0% | -$2.05万 | 清仓 |
| STUB | STUBHUB HLDGS INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$2.03万 | 清仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $0 | 0.00% | 0 | -1,636 | -100.0% | -$1.60万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -351 | -100.0% | -$1.46万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP NEW | $0 | 0.00% | 0 | -60 | -100.0% | -$1.16万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -26 | -100.0% | -$1.16万 | 清仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -153 | -100.0% | -$7,658 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -79 | -100.0% | -$7,538 | 清仓 |
| — | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -88 | -100.0% | -$7,474 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -74 | -100.0% | -$6,433 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -61 | -100.0% | -$6,196 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -151 | -100.0% | -$5,749 | 清仓 |
| WIT | WIPRO LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -130 | -100.0% | -$5,570 | 清仓 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | -46 | -100.0% | -$4,899 | 清仓 |
| — | FEDERATED HERMES PREM MUNI I | $0 | 0.00% | 0 | -350 | -100.0% | -$3,889 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -19 | -100.0% | -$2,506 | 清仓 |
| OTEX | OPEN TEXT CORP | $0 | 0.00% | 0 | -75 | -100.0% | -$2,444 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -11 | -100.0% | -$2,366 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -83 | -100.0% | -$2,254 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSV | FIRSTSERVICE CORP NEW | $0 | 0.00% | 0 | -14 | -100.0% | -$2,178 | 清仓 |
| AMLP | ALPS ETF TR | $0 | 0.00% | 0 | -46 | -100.0% | -$2,163 | 清仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL DI | $0 | 0.00% | 0 | -168 | -100.0% | -$1,970 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -64 | -100.0% | -$1,711 | 清仓 |
| CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | -12 | -100.0% | -$1,366 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -65 | -100.0% | -$1,262 | 清仓 |
| MNKD | MANNKIND CORP | $0 | 0.00% | 0 | -200 | -100.0% | -$1,134 | 清仓 |
| WD | WALKER & DUNLOP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TRIP | TRIPADVISOR INC | $0 | 0.00% | 0 | -66 | -100.0% | -$961 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -20 | -100.0% | -$898 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -19 | -100.0% | -$842 | 清仓 |
| TGTX | TG THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FRSH | FRESHWORKS INC | $0 | 0.00% | 0 | -47 | -100.0% | -$576 | 清仓 |
| SPIP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -22 | -100.0% | -$571 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$556 | 清仓 |
| VYX | NCR VOYIX CORPORATION | $0 | 0.00% | 0 | -54 | -100.0% | -$551 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$544 | 清仓 |
| PRGO | PERRIGO CO PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CBZ | CBIZ INC | $0 | 0.00% | 0 | -10 | -100.0% | -$505 | 清仓 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -7 | -100.0% | -$485 | 清仓 |
| FLO | FLOWERS FOODS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $0 | 0.00% | 0 | -9 | -100.0% | -$465 | 清仓 |
| IBRX | IMMUNITYBIO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -8 | -100.0% | -$360 | 清仓 |
| MAN | MANPOWERGROUP INC WIS | $0 | 0.00% | 0 | -12 | -100.0% | -$357 | 清仓 |
| ENOV | ENOVIS CORPORATION | $0 | 0.00% | 0 | -12 | -100.0% | -$320 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -10 | -100.0% | -$303 | 清仓 |
| WAY | WAYSTAR HLDG CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LCID | LUCID GROUP INC | $0 | 0.00% | 0 | -23 | -100.0% | -$244 | 清仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $0 | 0.00% | 0 | -13 | -100.0% | -$228 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NSP | INSPERITY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CADELER A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -93 | -100.0% | -$182 | 清仓 |
| ICFI | ICF INTL INC | $0 | 0.00% | 0 | -2 | -100.0% | -$171 | 清仓 |
| DFH | DREAM FINDERS HOMES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPSC | SPS COMM INC | $0 | 0.00% | 0 | -1 | -100.0% | -$90 | 清仓 |
| AI | C3 AI INC | $0 | 0.00% | 0 | -6 | -100.0% | -$81 | 清仓 |
| CERT | CERTARA INC | $0 | 0.00% | 0 | -9 | -100.0% | -$80 | 清仓 |
| UTZ | UTZ BRANDS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$74 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$65 | 清仓 |
| CXM | SPRINKLR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDVV | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | 0 | — | -$23 | 清仓 |
| SLQD | ISHARES TR | $0 | 0.00% | 0 | 0 | — | -$21 | 清仓 |
| — | CIA ENERGETICA DE MINAS GERA | $0 | 0.00% | 0 | -2 | -100.0% | -$6 | 清仓 |
| — | CHARMING MEDICAL LTD | $0 | 0.00% | 5,850 | 0 | 0.0% | — | 不变 |
| GPK | GRAPHIC PACKAGING HLDG CO | $3 | 0.00% | 0 | -349 | -100.0% | -$5,264 | 清仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $5 | 0.00% | 1 | 1 | — | $5 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $7 | 0.00% | 1 | -85 | -98.8% | -$595 | 减仓 |
| STGW | STAGWELL INC | $7 | 0.00% | 1 | -25 | -96.2% | -$175 | 减仓 |
| AMC | AMC ENTMT HLDGS INC | $7 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $7 | 0.00% | 1 | 1 | — | $7 | 新建仓 |
| FVRR | FIVERR INTL LTD | $11 | 0.00% | 1 | 1 | — | $11 | 新建仓 |
| FA | FIRST ADVANTAGE CORP NEW | $12 | 0.00% | 1 | -1 | -50.0% | -$12 | 减仓 |
| STRZ | STARZ ENTERTAINMENT CORP. | $12 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HOPE | HOPE BANCORP INC | $12 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DRVN | DRIVEN BRANDS HLDGS INC | $13 | 0.00% | 1 | -18 | -94.7% | -$234 | 减仓 |
| NCNO | NCINO INC | $15 | 0.00% | 1 | -27 | -96.4% | -$405 | 减仓 |
| — | AMARIN CORP PLC | $15 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC | $16 | 0.00% | 2 | -120 | -98.4% | -$960 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $17 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $18 | 0.00% | 3 | -60 | -95.2% | -$360 | 减仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $19 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $26 | 0.00% | 1 | -12 | -92.3% | -$312 | 减仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $28 | 0.00% | 5 | -108 | -95.6% | -$605 | 减仓 |
| CMRE | COSTAMARE INC | $34 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VERX | VERTEX INC | $36 | 0.00% | 3 | -13 | -81.2% | -$156 | 减仓 |