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 |
|---|---|---|---|---|---|---|---|---|
| IMO | IMPERIAL OIL LTD | $1.14万 | 0.00% | 87 | -4 | -4.4% | -$523 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $1.13万 | 0.00% | 41 | 3 | 7.9% | $830 | 加仓 |
| EVR | EVERCORE INC | $1.13万 | 0.00% | 38 | 1 | 2.7% | $299 | 加仓 |
| RELX | RELX PLC | $1.13万 | 0.00% | 342 | -262 | -43.4% | -$8,686 | 减仓 |
| SEB | SEABOARD CORP DEL | $1.13万 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $1.13万 | 0.00% | 129 | 4 | 3.2% | $350 | 加仓 |
| PTC | PTC INC | $1.13万 | 0.00% | 79 | -9 | -10.2% | -$1,282 | 减仓 |
| TSN | TYSON FOODS INC | $1.12万 | 0.00% | 175 | 19 | 12.2% | $1,217 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $1.12万 | 0.00% | 110 | -1 | -0.9% | -$102 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $1.11万 | 0.00% | 66 | 4 | 6.5% | $675 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.11万 | 0.00% | 123 | -25 | -16.9% | -$2,262 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $1.11万 | 0.00% | 31 | -8 | -20.5% | -$2,870 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.11万 | 0.00% | 181 | -112 | -38.2% | -$6,872 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $1.11万 | 0.00% | 132 | 5 | 3.9% | $419 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.10万 | 0.00% | 728 | 30 | 4.3% | $452 | 加仓 |
| ENSG | ENSIGN GROUP INC | $1.09万 | 0.00% | 54 | 2 | 3.8% | $403 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $1.09万 | 0.00% | 411 | -6 | -1.4% | -$159 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $1.08万 | 0.00% | 457 | 8 | 1.8% | $190 | 加仓 |
| NU | NU HLDGS LTD | $1.08万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $1.08万 | 0.00% | 43 | -5 | -10.4% | -$1,252 | 减仓 |
| SEIC | SEI INVTS CO | $1.08万 | 0.00% | 137 | -3 | -2.1% | -$235 | 减仓 |
| NTR | NUTRIEN LTD | $1.06万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $1.06万 | 0.00% | 197 | -2 | -1.0% | -$108 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1.06万 | 0.00% | 40 | 1 | 2.6% | $265 | 加仓 |
| HMY | HARMONY GOLD MNG LTD | $1.06万 | 0.00% | 689 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $1.06万 | 0.00% | 199 | -14 | -6.6% | -$743 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $1.05万 | 0.00% | 508 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $1.05万 | 0.00% | 144 | 12 | 9.1% | $878 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $1.05万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $1.05万 | 0.00% | 433 | 22 | 5.4% | $534 | 加仓 |
| IVES | WEDBUSH SER TR | $1.05万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $1.05万 | 0.00% | 254 | 8 | 3.3% | $330 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $1.05万 | 0.00% | 169 | 27 | 19.0% | $1,672 | 加仓 |
| ALB | ALBEMARLE CORP | $1.04万 | 0.00% | 58 | 29 | 100.0% | $5,212 | 加仓 |
| WTFC | WINTRUST FINL CORP | $1.04万 | 0.00% | 75 | 3 | 4.2% | $417 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1.04万 | 0.00% | 55 | 4 | 7.8% | $756 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $1.04万 | 0.00% | 52 | 3 | 6.1% | $600 | 加仓 |
| INCY | INCYTE CORP | $1.04万 | 0.00% | 110 | 7 | 6.8% | $659 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $1.03万 | 0.00% | 177 | 4 | 2.3% | $233 | 加仓 |
| DINO | HF SINCLAIR CORP | $1.03万 | 0.00% | 165 | -4 | -2.4% | -$250 | 减仓 |
| BALL | BALL CORP | $1.03万 | 0.00% | 174 | 14 | 8.8% | $828 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $1.03万 | 0.00% | 391 | 22 | 6.0% | $577 | 加仓 |
| XPEV | XPENG INC | $1.02万 | 0.00% | 597 | -26 | -4.2% | -$445 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $1.02万 | 0.00% | 177 | 6 | 3.5% | $346 | 加仓 |
| PKX | POSCO HOLDINGS INC | $1.01万 | 0.00% | 173 | -55 | -24.1% | -$3,217 | 减仓 |
| TRP | TC ENERGY CORP | $1.01万 | 0.00% | 161 | -129 | -44.5% | -$8,076 | 减仓 |
| EVRG | EVERGY INC | $1.01万 | 0.00% | 123 | -31 | -20.1% | -$2,540 | 减仓 |
| LEN | LENNAR CORP | $1.01万 | 0.00% | 116 | 20 | 20.8% | $1,737 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.00万 | 0.00% | 23 | 23 | — | $1.00万 | 新建仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $1.00万 | 0.00% | 67 | -17 | -20.2% | -$2,542 | 减仓 |
| VMI | VALMONT INDS INC | $9,994 | 0.00% | 25 | 1 | 4.2% | $400 | 加仓 |
| HL | HECLA MINING COMPANY | $9,986 | 0.00% | 536 | 38 | 7.6% | $708 | 加仓 |
| APG | API GROUP CORP | $9,968 | 0.00% | 246 | 13 | 5.6% | $527 | 加仓 |
| SUI | SUN CMNTYS INC | $9,951 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $9,912 | 0.00% | 97 | -12 | -11.0% | -$1,226 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $9,909 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $9,878 | 0.00% | 86 | -219 | -71.8% | -$2.52万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $9,843 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $9,825 | 0.00% | 43 | 4 | 10.3% | $914 | 加仓 |
| RBC | RBC BEARINGS INC | $9,777 | 0.00% | 18 | 1 | 5.9% | $543 | 加仓 |
| AR | ANTERO RESOURCES CORP | $9,762 | 0.00% | 230 | -39 | -14.5% | -$1,655 | 减仓 |
| KEX | KIRBY CORP | $9,701 | 0.00% | 73 | 6 | 9.0% | $797 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $9,681 | 0.00% | 859 | -471 | -35.4% | -$5,308 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $9,613 | 0.00% | 116 | 65 | 127.5% | $5,387 | 加仓 |
| DASH | DOORDASH INC | $9,610 | 0.00% | 64 | -44 | -40.7% | -$6,607 | 减仓 |
| PUK | PRUDENTIAL PLC | $9,581 | 0.00% | 337 | 18 | 5.6% | $512 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $9,577 | 0.00% | 99 | 4 | 4.2% | $387 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $9,538 | 0.00% | 257 | -84 | -24.6% | -$3,117 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $9,504 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $9,434 | 0.00% | 46 | 5 | 12.2% | $1,025 | 加仓 |
| ENS | ENERSYS | $9,381 | 0.00% | 54 | 5 | 10.2% | $869 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $9,368 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $9,357 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $9,357 | 0.00% | 391 | -11 | -2.7% | -$263 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $9,333 | 0.00% | 121 | -16 | -11.7% | -$1,234 | 减仓 |
| CCK | CROWN HLDGS INC | $9,324 | 0.00% | 93 | -24 | -20.5% | -$2,406 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $9,323 | 0.00% | 139 | 3 | 2.2% | $201 | 加仓 |
| KEP | KOREA ELEC PWR CORP | $9,306 | 0.00% | 653 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $9,292 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $9,258 | 0.00% | 129 | -81 | -38.6% | -$5,813 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $9,211 | 0.00% | 432 | 62 | 16.8% | $1,322 | 加仓 |
| H | HYATT HOTELS CORP | $9,203 | 0.00% | 64 | 2 | 3.2% | $288 | 加仓 |
| RBA | RB GLOBAL INC | $9,202 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $9,165 | 0.00% | 152 | -37 | -19.6% | -$2,231 | 减仓 |
| STM | STMICROELECTRONICS N V | $9,122 | 0.00% | 264 | 185 | 234.2% | $6,392 | 加仓 |
| ABNB | AIRBNB INC | $9,093 | 0.00% | 72 | 3 | 4.3% | $379 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $9,092 | 0.00% | 86 | 4 | 4.9% | $423 | 加仓 |
| HYMB | SPDR SERIES TRUST | $9,052 | 0.00% | 365 | -1,163 | -76.1% | -$2.88万 | 重新持有 |
| PNFP | PINNACLE FINL PARTNERS INC | $9,045 | 0.00% | 105 | 105 | — | $9,045 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $9,030 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $9,020 | 0.00% | 354 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $8,973 | 0.00% | 510 | -2,360 | -82.2% | -$4.15万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $8,941 | 0.00% | 136 | 5 | 3.8% | $329 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $8,933 | 0.00% | 167 | 6 | 3.7% | $321 | 加仓 |
| J | JACOBS SOLUTIONS INC | $8,905 | 0.00% | 70 | 5 | 7.7% | $636 | 加仓 |
| ARW | ARROW ELECTRS INC | $8,892 | 0.00% | 62 | 19 | 44.2% | $2,725 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $8,888 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $8,875 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $8,873 | 0.00% | 44 | -2 | -4.3% | -$403 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $8,851 | 0.00% | 56 | -20 | -26.3% | -$3,161 | 减仓 |