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 |
|---|---|---|---|---|---|---|---|---|
| VRSK | VERISK ANALYTICS INC | $1.29万 | 0.00% | 72 | 38 | 111.8% | $6,824 | 加仓 |
| DCI | DONALDSON INC | $1.29万 | 0.00% | 144 | 3 | 2.1% | $269 | 加仓 |
| — | ISHARES TR | $1.29万 | 0.00% | 195 | 1 | 0.5% | $66 | 加仓 |
| PLD | PROLOGIS INC. | $1.29万 | 0.00% | 95 | -57 | -37.5% | -$7,722 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $1.28万 | 0.00% | 257 | 3 | 1.2% | $150 | 加仓 |
| IHE | ISHARES TR | $1.28万 | 0.00% | 129 | 129 | — | $1.28万 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC | $1.27万 | 0.00% | 267 | 39 | 17.1% | $1,862 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $1.27万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $1.27万 | 0.00% | 388 | -23 | -5.6% | -$755 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $1.27万 | 0.00% | 183 | 6 | 3.4% | $415 | 加仓 |
| SEIC | SEI INVTS CO | $1.26万 | 0.00% | 144 | 7 | 5.1% | $614 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $1.26万 | 0.00% | 108 | 2 | 1.9% | $234 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $1.26万 | 0.00% | 1,051 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $1.25万 | 0.00% | 58 | 2 | 3.6% | $433 | 加仓 |
| PRI | PRIMERICA INC | $1.25万 | 0.00% | 44 | 1 | 2.3% | $284 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $1.25万 | 0.00% | 412 | 21 | 5.4% | $637 | 加仓 |
| IESC | IES HOLDINGS INC | $1.25万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $1.25万 | 0.00% | 696 | 168 | 31.8% | $3,012 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $1.24万 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CHT | CHUNGHWA TELECOM CO LTD | $1.24万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LTD | $1.24万 | 0.00% | 641 | 7 | 1.1% | $135 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1.24万 | 0.00% | 142 | 3 | 2.2% | $261 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $1.23万 | 0.00% | 69 | 2 | 3.0% | $358 | 加仓 |
| PLXS | PLEXUS CORP | $1.23万 | 0.00% | 41 | 5 | 13.9% | $1,503 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $1.23万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $1.23万 | 0.00% | 111 | -246 | -68.9% | -$2.72万 | 减仓 |
| RMD | RESMED INC | $1.23万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $1.22万 | 0.00% | 87 | 2 | 2.4% | $281 | 加仓 |
| NTRA | NATERA INC | $1.22万 | 0.00% | 45 | 4 | 9.8% | $1,086 | 加仓 |
| BG | BUNGE GLOBAL SA | $1.22万 | 0.00% | 114 | 7 | 6.5% | $747 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $1.22万 | 0.00% | 113 | 3 | 2.7% | $323 | 加仓 |
| TRP | TC ENERGY CORP | $1.21万 | 0.00% | 183 | 22 | 13.7% | $1,460 | 加仓 |
| WTFC | WINTRUST FINL CORP | $1.21万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1.20万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $1.20万 | 0.00% | 111 | 14 | 14.4% | $1,516 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $1.20万 | 0.00% | 147 | 40 | 37.4% | $3,262 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $1.20万 | 0.00% | 62 | 2 | 3.3% | $386 | 加仓 |
| HUM | HUMANA INC | $1.19万 | 0.00% | 30 | 27 | 900.0% | $1.07万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $1.19万 | 0.00% | 667 | 8 | 1.2% | $143 | 加仓 |
| ROL | ROLLINS INC | $1.19万 | 0.00% | 285 | 27 | 10.5% | $1,127 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.19万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $1.19万 | 0.00% | 146 | 4 | 2.8% | $326 | 加仓 |
| AEE | AMEREN CORP | $1.19万 | 0.00% | 105 | -1 | -0.9% | -$113 | 减仓 |
| UMBF | UMB FINL CORP | $1.19万 | 0.00% | 83 | 5 | 6.4% | $714 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1.18万 | 0.00% | 33 | 3 | 10.0% | $1,077 | 加仓 |
| TXT | TEXTRON INC | $1.18万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $1.18万 | 0.00% | 61 | -3 | -4.7% | -$582 | 减仓 |
| IVZ | INVESCO LTD | $1.18万 | 0.00% | 448 | 15 | 3.5% | $396 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $1.18万 | 0.00% | 310 | -359 | -53.7% | -$1.37万 | 减仓 |
| PNR | PENTAIR PLC | $1.18万 | 0.00% | 154 | -47 | -23.4% | -$3,603 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $1.18万 | 0.00% | 151 | 10 | 7.1% | $779 | 加仓 |
| ABNB | AIRBNB INC | $1.17万 | 0.00% | 82 | 10 | 13.9% | $1,431 | 加仓 |
| NXT | NEXTPOWER INC | $1.17万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $1.17万 | 0.00% | 135 | 12 | 9.8% | $1,037 | 加仓 |
| CLX | CLOROX CO DEL | $1.16万 | 0.00% | 122 | -6 | -4.7% | -$573 | 减仓 |
| RBC | RBC BEARINGS INC | $1.16万 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $1.16万 | 0.00% | 166 | 1 | 0.6% | $70 | 加仓 |
| RBA | RB GLOBAL INC | $1.15万 | 0.00% | 99 | 3 | 3.1% | $349 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $1.15万 | 0.00% | 112 | 112 | — | $1.15万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1.15万 | 0.00% | 9 | -3 | -25.0% | -$3,833 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $1.15万 | 0.00% | 115 | 115 | — | $1.15万 | 新建仓 |
| CNC | CENTENE CORP DEL | $1.14万 | 0.00% | 177 | 129 | 268.8% | $8,281 | 加仓 |
| R | RYDER SYS INC | $1.13万 | 0.00% | 43 | 2 | 4.9% | $528 | 加仓 |
| MATX | MATSON INC | $1.13万 | 0.00% | 59 | 7 | 13.5% | $1,346 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $1.13万 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $1.13万 | 0.00% | 435 | 435 | — | $1.13万 | 新建仓 |
| SN | SHARKNINJA INC | $1.13万 | 0.00% | 74 | 1 | 1.4% | $152 | 加仓 |
| BALL | BALL CORP | $1.12万 | 0.00% | 180 | 6 | 3.4% | $374 | 加仓 |
| APG | API GROUP CORP | $1.12万 | 0.00% | 265 | 19 | 7.7% | $805 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $1.12万 | 0.00% | 123 | 2 | 1.7% | $182 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.11万 | 0.00% | 94 | 8 | 9.3% | $946 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $1.10万 | 0.00% | 516 | 16 | 3.2% | $341 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1.10万 | 0.00% | 49 | 5 | 11.4% | $1,118 | 加仓 |
| FG | F&G ANNUITIES & LIFE INC | $1.09万 | 0.00% | 410 | -201 | -32.9% | -$5,345 | 减仓 |
| — | ARCOSA INC | $1.09万 | 0.00% | 75 | 8 | 11.9% | $1,162 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $1.09万 | 0.00% | 108 | 3 | 2.9% | $303 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $1.09万 | 0.00% | 31 | 4 | 14.8% | $1,400 | 加仓 |
| RELX | RELX PLC | $1.08万 | 0.00% | 342 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $1.08万 | 0.00% | 140 | 140 | — | $1.08万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.08万 | 0.00% | 82 | 26 | 46.4% | $3,421 | 加仓 |
| — | AMERICAN RES CORP | $1.07万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $1.07万 | 0.00% | 67 | 14 | 26.4% | $2,239 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $1.07万 | 0.00% | 156 | 4 | 2.6% | $274 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $1.07万 | 0.00% | 120 | 4 | 3.4% | $355 | 加仓 |
| ESLT | ELBIT SYS LTD | $1.06万 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $1.06万 | 0.00% | 185 | 10 | 5.7% | $573 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1.06万 | 0.00% | 133 | 12 | 9.9% | $953 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $1.05万 | 0.00% | 138 | 9 | 7.0% | $687 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $1.05万 | 0.00% | 193 | 193 | — | $1.05万 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $1.05万 | 0.00% | 172 | 5 | 3.0% | $305 | 加仓 |
| HMY | HARMONY GOLD MNG LTD | $1.05万 | 0.00% | 689 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $1.04万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP | $1.04万 | 0.00% | 126 | 5 | 4.1% | $411 | 加仓 |
| NEU | NEWMARKET CORP | $1.03万 | 0.00% | 13 | 1 | 8.3% | $792 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $1.03万 | 0.00% | 80 | 4 | 5.3% | $514 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $1.02万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $1.02万 | 0.00% | 46 | 8 | 21.1% | $1,780 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1.02万 | 0.00% | 263 | -59 | -18.3% | -$2,294 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.02万 | 0.00% | 118 | -5 | -4.1% | -$431 | 减仓 |
| BRO | BROWN & BROWN INC | $1.01万 | 0.00% | 158 | 26 | 19.7% | $1,668 | 加仓 |