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 |
|---|---|---|---|---|---|---|---|---|
| BBIO | BRIDGEBIO PHARMA INC | $1.01万 | 0.00% | 136 | 10 | 7.9% | $745 | 加仓 |
| ABCB | AMERIS BANCORP | $1.01万 | 0.00% | 112 | 15 | 15.5% | $1,355 | 加仓 |
| AX | AXOS FINANCIAL INC | $1.00万 | 0.00% | 103 | 12 | 13.2% | $1,169 | 加仓 |
| NU | NU HLDGS LTD | $1.00万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $1.00万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| BOKF | BOK FINL CORP | $1.00万 | 0.00% | 72 | 5 | 7.5% | $694 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $9,933 | 0.00% | 57 | 3 | 5.6% | $523 | 加仓 |
| FOX | FOX CORP | $9,931 | 0.00% | 212 | 13 | 6.5% | $609 | 加仓 |
| KEX | KIRBY CORP | $9,926 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $9,903 | 0.00% | 944 | -818 | -46.4% | -$8,581 | 重新持有 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $9,890 | 0.00% | 26 | 3 | 13.0% | $1,141 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $9,876 | 0.00% | 71 | 15 | 26.8% | $2,086 | 加仓 |
| FTV | FORTIVE CORP | $9,840 | 0.00% | 161 | 14 | 9.5% | $856 | 加仓 |
| — | MORGAN STANLEY EMKT DBT FD I | $9,834 | 0.00% | 1,320 | 1,320 | — | $9,834 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $9,783 | 0.00% | 95 | -31 | -24.6% | -$3,192 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $9,756 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $9,746 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $9,735 | 0.00% | 63 | 2 | 3.3% | $309 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $9,728 | 0.00% | 95 | 9 | 10.5% | $922 | 加仓 |
| OC | OWENS CORNING NEW | $9,697 | 0.00% | 61 | 1 | 1.7% | $159 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $9,695 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $9,645 | 0.00% | 24 | 4 | 20.0% | $1,608 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $9,611 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $9,598 | 0.00% | 201 | 44 | 28.0% | $2,101 | 加仓 |
| SE | SEA LTD | $9,583 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $9,581 | 0.00% | 164 | 164 | — | $9,581 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $9,578 | 0.00% | 859 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $9,559 | 0.00% | 86 | 23 | 36.5% | $2,556 | 加仓 |
| ZTS | ZOETIS INC | $9,558 | 0.00% | 133 | -99 | -42.7% | -$7,115 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $9,495 | 0.00% | 98 | 27 | 38.0% | $2,616 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $9,486 | 0.00% | 1,161 | 158 | 15.8% | $1,291 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $9,485 | 0.00% | 106 | -40 | -27.4% | -$3,579 | 减仓 |
| SUI | SUN CMNTYS INC | $9,473 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC | $9,453 | 0.00% | 42 | 2 | 5.0% | $450 | 加仓 |
| MUR | MURPHY OIL CORP | $9,443 | 0.00% | 290 | 14 | 5.1% | $456 | 加仓 |
| SSD | SIMPSON MFG INC | $9,421 | 0.00% | 45 | 2 | 4.7% | $419 | 加仓 |
| COIN | COINBASE GLOBAL INC | $9,357 | 0.00% | 64 | -5 | -7.2% | -$731 | 减仓 |
| BBY | BEST BUY INC | $9,331 | 0.00% | 122 | 50 | 69.4% | $3,824 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $9,322 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $9,320 | 0.00% | 177 | 57 | 47.5% | $3,001 | 加仓 |
| ILMN | ILLUMINA INC | $9,319 | 0.00% | 53 | 5 | 10.4% | $879 | 加仓 |
| HEI | HEICO CORP NEW | $9,261 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC | $9,243 | 0.00% | 78 | 13 | 20.0% | $1,540 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $9,238 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $9,201 | 0.00% | 354 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $9,180 | 0.00% | 373 | -18 | -4.6% | -$443 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $9,172 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD | $9,164 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $9,128 | 0.00% | 135 | 135 | — | $9,128 | 新建仓 |
| GOLF | ACUSHNET HLDGS CORP | $9,127 | 0.00% | 77 | -3 | -3.8% | -$356 | 减仓 |
| CMS | CMS ENERGY CORP | $9,104 | 0.00% | 119 | 15 | 14.4% | $1,148 | 加仓 |
| PTC | PTC INC | $9,089 | 0.00% | 80 | 1 | 1.3% | $114 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $9,059 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $8,958 | 0.00% | 133 | 18 | 15.7% | $1,212 | 加仓 |
| SEB | SEABOARD CORP DEL | $8,929 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $8,925 | 0.00% | 66 | 8 | 13.8% | $1,082 | 加仓 |
| FLR | FLUOR CORP | $8,907 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| PKX | POSCO HOLDINGS INC | $8,889 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $8,876 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $8,852 | 0.00% | 39 | 4 | 11.4% | $908 | 加仓 |
| SAIA | SAIA INC | $8,845 | 0.00% | 21 | 1 | 5.0% | $421 | 加仓 |
| MOD | MODINE MFG CO | $8,812 | 0.00% | 33 | 1 | 3.1% | $267 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $8,794 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| URBN | URBAN OUTFITTERS INC | $8,787 | 0.00% | 124 | 8 | 6.9% | $567 | 加仓 |
| — | GATES INDL CORP PLC | $8,783 | 0.00% | 314 | 54 | 20.8% | $1,510 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $8,742 | 0.00% | 247 | 43 | 21.1% | $1,522 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $8,711 | 0.00% | 539 | 31 | 6.1% | $501 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $8,703 | 0.00% | 32 | 5 | 18.5% | $1,360 | 加仓 |
| KMX | CARMAX INC | $8,674 | 0.00% | 164 | 24 | 17.1% | $1,269 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $8,672 | 0.00% | 471 | 39 | 9.0% | $718 | 加仓 |
| LAZ | LAZARD INC | $8,640 | 0.00% | 206 | 15 | 7.9% | $629 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $8,637 | 0.00% | 81 | 4 | 5.2% | $427 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $8,635 | 0.00% | 164 | 105 | 178.0% | $5,529 | 加仓 |
| CVSA | COVISTA INC | $8,602 | 0.00% | 69 | 15 | 27.8% | $1,870 | 加仓 |
| PCG | PG&E CORP | $8,591 | 0.00% | 510 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $8,559 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC | $8,553 | 0.00% | 319 | -18 | -5.3% | -$483 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $8,534 | 0.00% | 180 | 180 | — | $8,534 | 新建仓 |
| MDU | MDU RES GROUP INC | $8,432 | 0.00% | 396 | 155 | 64.3% | $3,300 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $8,427 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $8,419 | 0.00% | 180 | -552 | -75.4% | -$2.58万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $8,410 | 0.00% | 15 | -2 | -11.8% | -$1,121 | 减仓 |
| MDB | MONGODB INC | $8,398 | 0.00% | 25 | 7 | 38.9% | $2,351 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $8,342 | 0.00% | 52 | 8 | 18.2% | $1,283 | 加仓 |
| ENSG | ENSIGN GROUP INC | $8,337 | 0.00% | 52 | -2 | -3.7% | -$321 | 减仓 |
| AR | ANTERO RESOURCES CORP | $8,329 | 0.00% | 237 | 7 | 3.0% | $246 | 加仓 |
| LAUR | LAUREATE ED INC | $8,318 | 0.00% | 229 | 21 | 10.1% | $763 | 加仓 |
| GNMA | ISHARES TR | $8,316 | 0.00% | 188 | 188 | — | $8,316 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $8,281 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY | $8,271 | 0.00% | 536 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $8,254 | 0.00% | 41 | -3 | -6.8% | -$604 | 减仓 |
| GH | GUARDANT HEALTH INC | $8,252 | 0.00% | 55 | -3 | -5.2% | -$450 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $8,241 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $8,229 | 0.00% | 44 | 2 | 4.8% | $374 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $8,175 | 0.00% | 112 | 11 | 10.9% | $803 | 加仓 |
| VSAT | VIASAT INC | $8,173 | 0.00% | 91 | 35 | 62.5% | $3,143 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $8,162 | 0.00% | 52 | 2 | 4.0% | $314 | 加仓 |
| IBHH | ISHARES TR | $8,155 | 0.00% | 347 | 347 | — | $8,155 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $8,076 | 0.00% | 103 | 4 | 4.0% | $314 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $8,049 | 0.00% | 296 | 0 | 0.0% | — | 不变 |