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 |
|---|---|---|---|---|---|---|---|---|
| UMBF | UMB FINL CORP | $8,808 | 0.00% | 78 | 3 | 4.0% | $339 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $8,798 | 0.00% | 121 | 39 | 47.6% | $2,836 | 加仓 |
| CG | CARLYLE GROUP INC | $8,711 | 0.00% | 180 | -10 | -5.3% | -$484 | 减仓 |
| VFMV | VANGUARD WELLINGTON FD | $8,660 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $8,608 | 0.00% | 132 | -67 | -33.7% | -$4,369 | 减仓 |
| RMBS | RAMBUS INC DEL | $8,603 | 0.00% | 100 | -5 | -4.8% | -$430 | 减仓 |
| BOKF | BOK FINL CORP | $8,581 | 0.00% | 67 | 3 | 4.7% | $384 | 加仓 |
| MAS | MASCO CORP | $8,573 | 0.00% | 142 | -72 | -33.6% | -$4,347 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $8,573 | 0.00% | 121 | -1 | -0.8% | -$71 | 减仓 |
| MATX | MATSON INC | $8,525 | 0.00% | 52 | 3 | 6.1% | $492 | 加仓 |
| — | OCCIDENTAL PETE CORP | $8,452 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $8,421 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $8,419 | 0.00% | 29 | 1 | 3.6% | $290 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $8,406 | 0.00% | 1,003 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $8,400 | 0.00% | 56 | 6 | 12.0% | $900 | 加仓 |
| R | RYDER SYS INC | $8,394 | 0.00% | 41 | 3 | 7.9% | $614 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $8,385 | 0.00% | 528 | -190 | -26.5% | -$3,017 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $8,362 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $8,281 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC | $8,261 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| SSL | SASOL LTD | $8,230 | 0.00% | 635 | 0 | 0.0% | — | 不变 |
| FSS | FEDERAL SIGNAL CORP | $8,219 | 0.00% | 76 | 4 | 5.6% | $433 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $8,208 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $8,200 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP | $8,173 | 0.00% | 212 | 10 | 5.0% | $386 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $8,169 | 0.00% | 83 | -16 | -16.2% | -$1,575 | 减仓 |
| FTV | FORTIVE CORP | $8,127 | 0.00% | 147 | 13 | 9.7% | $719 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $8,119 | 0.00% | 141 | 12 | 9.3% | $691 | 加仓 |
| LAZ | LAZARD INC | $8,114 | 0.00% | 191 | -8 | -4.0% | -$340 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $8,111 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| IESC | IES HOLDINGS INC | $8,100 | 0.00% | 17 | 1 | 6.2% | $476 | 加仓 |
| CMS | CMS ENERGY CORP | $8,069 | 0.00% | 104 | -88 | -45.8% | -$6,828 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $8,068 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $8,043 | 0.00% | 56 | 1 | 1.8% | $144 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $8,038 | 0.00% | 103 | -35 | -25.4% | -$2,731 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $8,007 | 0.00% | 262 | -1 | -0.4% | -$31 | 减仓 |
| VOD | VODAFONE GROUP PLC | $7,961 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $7,931 | 0.00% | 170 | 11 | 6.9% | $513 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $7,784 | 0.00% | 228 | -24 | -9.5% | -$819 | 减仓 |
| TW | TRADEWEB MKTS INC | $7,766 | 0.00% | 66 | -7 | -9.6% | -$824 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $7,758 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| AX | AXOS FINANCIAL INC | $7,744 | 0.00% | 91 | 4 | 4.6% | $340 | 加仓 |
| SN | SHARKNINJA INC | $7,731 | 0.00% | 73 | 7 | 10.6% | $741 | 加仓 |
| NEU | NEWMARKET CORP | $7,701 | 0.00% | 12 | -1 | -7.7% | -$642 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $7,650 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SBSW | SIBANYE STILLWATER LTD | $7,639 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $7,622 | 0.00% | 56 | -44 | -44.0% | -$5,989 | 减仓 |
| MOS | MOSAIC CO | $7,599 | 0.00% | 298 | -43 | -12.6% | -$1,096 | 减仓 |
| IBB | ISHARES TR | $7,599 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC | $7,597 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $7,593 | 0.00% | 150 | 150 | — | $7,593 | 新建仓 |
| EXP | EAGLE MATLS INC | $7,581 | 0.00% | 40 | -1 | -2.4% | -$190 | 减仓 |
| ABCB | AMERIS BANCORP | $7,571 | 0.00% | 97 | 3 | 3.2% | $234 | 加仓 |
| CVE | CENOVUS ENERGY INC | $7,562 | 0.00% | 285 | -93 | -24.6% | -$2,468 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $7,520 | 0.00% | 30 | -4 | -11.8% | -$1,003 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP | $7,479 | 0.00% | 80 | 5 | 6.7% | $467 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $7,474 | 0.00% | 56 | -2 | -3.4% | -$267 | 减仓 |
| TRU | TRANSUNION | $7,473 | 0.00% | 108 | 7 | 6.9% | $484 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $7,457 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $7,432 | 0.00% | 101 | 7 | 7.4% | $515 | 加仓 |
| SSD | SIMPSON MFG INC | $7,380 | 0.00% | 43 | -1 | -2.3% | -$172 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $7,368 | 0.00% | 311 | 311 | — | $7,368 | 新建仓 |
| URBN | URBAN OUTFITTERS INC | $7,349 | 0.00% | 116 | -1 | -0.9% | -$63 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $7,319 | 0.00% | 99 | -11 | -10.0% | -$813 | 减仓 |
| ACM | AECOM | $7,295 | 0.00% | 86 | -100 | -53.8% | -$8,483 | 减仓 |
| PLXS | PLEXUS CORP | $7,292 | 0.00% | 36 | -1 | -2.7% | -$203 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $7,252 | 0.00% | 44 | 3 | 7.3% | $494 | 加仓 |
| LAUR | LAUREATE ED INC | $7,247 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $7,222 | 0.00% | 115 | -9 | -7.3% | -$565 | 减仓 |
| AXON | AXON ENTERPRISE INC | $7,220 | 0.00% | 17 | -2 | -10.5% | -$849 | 减仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $7,211 | 0.00% | 777 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $7,130 | 0.00% | 26 | 1 | 4.0% | $274 | 加仓 |
| MKSI | MKS INC. | $7,125 | 0.00% | 31 | 9 | 40.9% | $2,069 | 加仓 |
| OVV | OVINTIV INC | $7,124 | 0.00% | 120 | -111 | -48.1% | -$6,590 | 减仓 |
| — | ARCOSA INC | $7,112 | 0.00% | 67 | 4 | 6.3% | $425 | 加仓 |
| — | TRI POINTE HOMES INC | $7,103 | 0.00% | 152 | -13 | -7.9% | -$607 | 减仓 |
| CNNE | CANNAE HLDGS INC | $7,084 | 0.00% | 623 | 0 | 0.0% | — | 不变 |
| MPB | MID PENN BANCORP INC | $7,076 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| DAN | DANA INC | $7,067 | 0.00% | 210 | 6 | 2.9% | $202 | 加仓 |
| SAIA | SAIA INC | $7,026 | 0.00% | 20 | 2 | 11.1% | $703 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $6,968 | 0.00% | 292 | -156 | -34.8% | -$3,723 | 减仓 |
| MOD | MODINE MFG CO | $6,935 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $6,909 | 0.00% | 32 | 3 | 10.3% | $648 | 加仓 |
| ESNT | ESSENT GROUP LTD | $6,896 | 0.00% | 118 | -32 | -21.3% | -$1,870 | 减仓 |
| GMED | GLOBUS MED INC | $6,893 | 0.00% | 80 | 7 | 9.6% | $603 | 加仓 |
| DDS | DILLARDS INC | $6,867 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $6,866 | 0.00% | 111 | 10 | 9.9% | $619 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $6,857 | 0.00% | 50 | 3 | 6.4% | $411 | 加仓 |
| NWSA | NEWS CORP NEW | $6,816 | 0.00% | 273 | -70 | -20.4% | -$1,748 | 减仓 |
| AGI | ALAMOS GOLD INC | $6,798 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| MCY | MERCURY GENL CORP NEW | $6,788 | 0.00% | 77 | 7 | 10.0% | $617 | 加仓 |
| — | AIR LEASE CORP | $6,754 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $6,716 | 0.00% | 60 | 1 | 1.7% | $112 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $6,678 | 0.00% | 101 | 4 | 4.1% | $264 | 加仓 |
| IEX | IDEX CORP | $6,635 | 0.00% | 35 | 2 | 6.1% | $379 | 加仓 |
| HSIC | SCHEIN HENRY INC | $6,633 | 0.00% | 90 | 4 | 4.7% | $295 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $6,627 | 0.00% | 72 | 3 | 4.3% | $276 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $6,626 | 0.00% | 71 | -48 | -40.3% | -$4,480 | 减仓 |
| OSK | OSHKOSH CORP | $6,625 | 0.00% | 45 | 1 | 2.3% | $147 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $6,590 | 0.00% | 146 | -253 | -63.4% | -$1.14万 | 减仓 |