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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -9,338 | -100.0% | -$211.07万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -19,937 | -100.0% | -$99.76万 | 清仓 |
| GPZ | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,550 | -100.0% | -$7.62万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -863 | -100.0% | -$7.48万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -609 | -100.0% | -$6.20万 | 清仓 |
| AVUS | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -500 | -100.0% | -$5.56万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -398 | -100.0% | -$5.47万 | 清仓 |
| — | MESOBLAST LTD | $0 | 0.00% | 0 | -3,335 | -100.0% | -$5.13万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -500 | -100.0% | -$3.76万 | 清仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -500 | -100.0% | -$3.00万 | 清仓 |
| BBH | VANECK ETF TRUST | $0 | 0.00% | 0 | -150 | -100.0% | -$2.82万 | 清仓 |
| TSPA | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -660 | -100.0% | -$2.70万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -853 | -100.0% | -$2.21万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -382 | -100.0% | -$1.34万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -250 | -100.0% | -$1.33万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -33 | -100.0% | -$1.16万 | 清仓 |
| HYMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -365 | -100.0% | -$9,052 | 清仓 |
| FNDE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -200 | -100.0% | -$7,650 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -152 | -100.0% | -$7,103 | 清仓 |
| CNNE | CANNAE HLDGS INC | $0 | 0.00% | 0 | -623 | -100.0% | -$7,084 | 清仓 |
| MPB | MID PENN BANCORP INC | $0 | 0.00% | 0 | -220 | -100.0% | -$7,076 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -104 | -100.0% | -$6,754 | 清仓 |
| FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | -150 | -100.0% | -$6,560 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -66 | -100.0% | -$4,989 | 清仓 |
| FNDC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -75 | -100.0% | -$3,461 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -17 | -100.0% | -$3,024 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -19 | -100.0% | -$2,909 | 清仓 |
| RUM | RUMBLE INC | $0 | 0.00% | 0 | -502 | -100.0% | -$2,561 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -46 | -100.0% | -$1,935 | 清仓 |
| — | TASEKO MINES LTD | $0 | 0.00% | 0 | -213 | -100.0% | -$1,374 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -19 | -100.0% | -$1,119 | 清仓 |
| — | CLEARWAY ENERGY INC | $0 | 0.00% | 0 | -27 | -100.0% | -$1,058 | 清仓 |
| — | CARNIVAL PLC | $0 | 0.00% | 0 | -39 | -100.0% | -$1,006 | 清仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$870 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -5 | -100.0% | -$775 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -3 | -100.0% | -$733 | 清仓 |
| — | MISTER CAR WASH INC | $0 | 0.00% | 0 | -95 | -100.0% | -$663 | 清仓 |
| NBR | NABORS INDUSTRIES LTD | $0 | 0.00% | 0 | -7 | -100.0% | -$603 | 清仓 |
| VIS | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2 | -100.0% | -$520 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$486 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -17 | -100.0% | -$465 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -3 | -100.0% | -$449 | 清仓 |
| CIGI | COLLIERS INTL GROUP INC | $0 | 0.00% | 0 | -4 | -100.0% | -$428 | 清仓 |
| GLIBK | GCI LIBERTY INC | $0 | 0.00% | 0 | -10 | -100.0% | -$373 | 清仓 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | -6 | -100.0% | -$277 | 清仓 |
| SMPL | SIMPLY GOOD FOODS CO | $0 | 0.00% | 0 | -16 | -100.0% | -$230 | 清仓 |
| — | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$151 | 清仓 |
| GSHD | GOOSEHEAD INS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$128 | 清仓 |
| DV | DOUBLEVERIFY HLDGS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$95 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -2 | -100.0% | -$75 | 清仓 |
| XP | XP INC | $0 | 0.00% | 0 | -3 | -100.0% | -$58 | 清仓 |
| — | MCCORMICK & CO INC | $0 | 0.00% | 0 | -1 | -100.0% | -$51 | 清仓 |
| YELP | YELP INC | $0 | 0.00% | 0 | -2 | -100.0% | -$50 | 清仓 |
| — | GCI LIBERTY INC | $0 | 0.00% | 0 | -1 | -100.0% | -$37 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $0 | 0.00% | 0 | -1 | -100.0% | -$17 | 清仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $0 | 0.00% | 0 | 0 | — | -$3 | 清仓 |
| — | CHARMING MEDICAL LTD | $0 | 0.00% | 5,850 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS QUALITY INCOM | $2 | 0.00% | 78 | 78 | — | $2 | 新建仓 |
| STGW | STAGWELL INC | $8 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $10 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $11 | 0.00% | 2 | -1 | -33.3% | -$6 | 减仓 |
| FVRR | FIVERR INTL LTD | $11 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $12 | 0.00% | 1 | 1 | — | $12 | 新建仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $14 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AMC | AMC ENTMT HLDGS INC | $14 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | CBRE GBL REAL ESTATE INC FD | $14 | 0.00% | 3 | 3 | — | $14 | 新建仓 |
| — | AMARIN CORP PLC | $16 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NCNO | NCINO INC | $17 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC | $20 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VERX | VERTEX INC | $23 | 0.00% | 2 | -1 | -33.3% | -$12 | 减仓 |
| CSGP | COSTAR GROUP INC | $29 | 0.00% | 1 | -29 | -96.7% | -$841 | 减仓 |
| CMRE | COSTAMARE INC | $29 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ZVRA | ZEVRA THERAPEUTICS INC | $29 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| STRZ | STARZ ENTERTAINMENT CORP. | $29 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $36 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $40 | 0.00% | 2 | -35 | -94.6% | -$700 | 减仓 |
| EVCM | EVERCOMMERCE INC | $41 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $42 | 0.00% | 4 | -41 | -91.1% | -$430 | 减仓 |
| DOCU | DOCUSIGN INC | $45 | 0.00% | 1 | -3 | -75.0% | -$135 | 减仓 |
| CCU | COMPANIA CERVECERIAS UNIDAS | $45 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $47 | 0.00% | 3 | 3 | — | $47 | 新建仓 |
| — | OCCIDENTAL PETE CORP | $54 | 0.00% | 2 | -195 | -99.0% | -$5,265 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $60 | 0.00% | 1 | 1 | — | $60 | 新建仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $61 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | ABRDN WORLD HEALTHCARE FUND | $67 | 0.00% | 5 | 5 | — | $67 | 新建仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $75 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HTZ | HERTZ GLOBAL HLDGS INC | $75 | 0.00% | 33 | 33 | — | $75 | 新建仓 |
| PSEC | PROSPECT CAP CORP | $93 | 0.00% | 40 | 40 | — | $93 | 新建仓 |
| TCBK | TRICO BANCSHARES | $108 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HGTY | HAGERTY INC | $108 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CCOI | COGENT COMM HOLDINGS INC | $112 | 0.00% | 8 | 8 | — | $112 | 新建仓 |
| GOGO | GOGO INC | $112 | 0.00% | 36 | 36 | — | $112 | 新建仓 |
| PARR | PAR PAC HOLDINGS INC | $113 | 0.00% | 2 | 2 | — | $113 | 新建仓 |
| IFS | INTERCORP FINL SVCS INC | $114 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AMBP | ARDAGH METAL PACKAGING S A | $114 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $120 | 0.00% | 5 | 5 | — | $120 | 新建仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $121 | 0.00% | 8 | 8 | — | $121 | 新建仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $122 | 0.00% | 6 | 6 | — | $122 | 新建仓 |
| LOB | LIVE OAK BANCSHARES INC | $123 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VTOL | BRISTOW GROUP INC | $124 | 0.00% | 3 | 3 | — | $124 | 新建仓 |