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 |
|---|---|---|---|---|---|---|---|---|
| NBIX | NEUROCRINE BIOSCIENCES INC | $6,587 | 0.00% | 50 | 3 | 6.4% | $395 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $6,560 | 0.00% | 150 | 143 | 2,042.9% | $6,254 | 加仓 |
| VLTO | VERALTO CORP | $6,549 | 0.00% | 74 | 5 | 7.2% | $442 | 加仓 |
| APA | APA CORPORATION | $6,536 | 0.00% | 154 | -41 | -21.0% | -$1,740 | 减仓 |
| OC | OWENS CORNING NEW | $6,509 | 0.00% | 60 | -38 | -38.8% | -$4,122 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $6,492 | 0.00% | 19 | -1 | -5.0% | -$342 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $6,452 | 0.00% | 34 | -31 | -47.7% | -$5,883 | 减仓 |
| COO | COOPER COS INC | $6,435 | 0.00% | 90 | -8 | -8.2% | -$572 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $6,428 | 0.00% | 20 | 1 | 5.3% | $321 | 加仓 |
| LEA | LEAR CORP | $6,418 | 0.00% | 53 | 4 | 8.2% | $484 | 加仓 |
| THG | HANOVER INS GROUP INC | $6,414 | 0.00% | 37 | -4 | -9.8% | -$693 | 减仓 |
| GHC | GRAHAM HLDGS CO | $6,344 | 0.00% | 6 | 1 | 20.0% | $1,057 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $6,338 | 0.00% | 188 | 21 | 12.6% | $708 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $6,274 | 0.00% | 115 | -62 | -35.0% | -$3,383 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $6,270 | 0.00% | 97 | 6 | 6.6% | $388 | 加仓 |
| RPM | RPM INTL INC | $6,263 | 0.00% | 63 | -80 | -55.9% | -$7,953 | 减仓 |
| CVSA | COVISTA INC | $6,224 | 0.00% | 54 | 2 | 3.8% | $231 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $6,219 | 0.00% | 57 | -11 | -16.2% | -$1,200 | 减仓 |
| ESAB | ESAB CORPORATION | $6,187 | 0.00% | 64 | 1 | 1.6% | $97 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $6,163 | 0.00% | 361 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $6,149 | 0.00% | 34 | -13 | -27.7% | -$2,351 | 减仓 |
| LOPE | GRAND CANYON ED INC | $6,122 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $6,107 | 0.00% | 118 | -10 | -7.8% | -$518 | 减仓 |
| DTE | DTE ENERGY CO | $6,083 | 0.00% | 39 | -340 | -89.7% | -$5.30万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $6,062 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $6,051 | 0.00% | 37 | -2 | -5.1% | -$327 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $6,042 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $6,024 | 0.00% | 73 | -5 | -6.4% | -$413 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $6,009 | 0.00% | 42 | 3 | 7.7% | $429 | 加仓 |
| FER | FERROVIAL SE | $5,985 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $5,960 | 0.00% | 56 | -64 | -53.3% | -$6,811 | 减仓 |
| OKLO | OKLO INC | $5,951 | 0.00% | 120 | 120 | — | $5,951 | 新建仓 |
| AOS | SMITH A O CORP | $5,935 | 0.00% | 90 | -80 | -47.1% | -$5,276 | 减仓 |
| FNV | FRANCO NEV CORP | $5,930 | 0.00% | 24 | -10 | -29.4% | -$2,471 | 减仓 |
| ILMN | ILLUMINA INC | $5,917 | 0.00% | 48 | 1 | 2.1% | $123 | 加仓 |
| FHI | FEDERATED HERMES INC | $5,898 | 0.00% | 104 | 6 | 6.1% | $340 | 加仓 |
| — | GATES INDL CORP PLC | $5,879 | 0.00% | 260 | -19 | -6.8% | -$430 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $5,875 | 0.00% | 104 | 8 | 8.3% | $452 | 加仓 |
| DVA | DAVITA INC | $5,841 | 0.00% | 38 | -21 | -35.6% | -$3,228 | 减仓 |
| KMX | CARMAX INC | $5,822 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $5,784 | 0.00% | 108 | 13 | 13.7% | $696 | 加仓 |
| LFUS | LITTELFUSE INC | $5,769 | 0.00% | 17 | -1 | -5.6% | -$339 | 减仓 |
| EFX | EQUIFAX INC | $5,763 | 0.00% | 32 | -17 | -34.7% | -$3,062 | 减仓 |
| CIB | GRUPO CIBEST SA | $5,752 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $5,718 | 0.00% | 252 | -8 | -3.1% | -$182 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $5,706 | 0.00% | 208 | 11 | 5.6% | $302 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $5,693 | 0.00% | 33 | 2 | 6.5% | $345 | 加仓 |
| CNM | CORE & MAIN INC | $5,681 | 0.00% | 115 | -25 | -17.9% | -$1,235 | 减仓 |
| EMN | EASTMAN CHEM CO | $5,671 | 0.00% | 74 | 44 | 146.7% | $3,372 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $5,653 | 0.00% | 84 | -4 | -4.5% | -$269 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $5,651 | 0.00% | 204 | -2 | -1.0% | -$55 | 减仓 |
| FTAI | FTAI AVIATION LTD | $5,635 | 0.00% | 23 | 6 | 35.3% | $1,470 | 加仓 |
| BDC | BELDEN INC | $5,628 | 0.00% | 49 | 3 | 6.5% | $345 | 加仓 |
| MTDR | MATADOR RES CO | $5,624 | 0.00% | 89 | -5 | -5.3% | -$316 | 减仓 |
| AGO | ASSURED GUARANTY LTD | $5,623 | 0.00% | 69 | -23 | -25.0% | -$1,874 | 减仓 |
| TTC | TORO CO | $5,620 | 0.00% | 60 | 7 | 13.2% | $656 | 加仓 |
| TKC | TURKCELL ILETISIM | $5,578 | 0.00% | 925 | 0 | 0.0% | — | 不变 |
| EAT | BRINKER INTL INC | $5,569 | 0.00% | 39 | 2 | 5.4% | $286 | 加仓 |
| GDDY | GODADDY INC | $5,539 | 0.00% | 67 | -81 | -54.7% | -$6,696 | 减仓 |
| ARKQ | ARK ETF TR | $5,511 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| TCBI | TEXAS CAP BANCSHARES INC | $5,504 | 0.00% | 58 | 4 | 7.4% | $380 | 加仓 |
| MGA | MAGNA INTL INC | $5,470 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $5,469 | 0.00% | 52 | 7 | 15.6% | $736 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $5,460 | 0.00% | 137 | 39 | 39.8% | $1,554 | 加仓 |
| STN | STANTEC INC | $5,444 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $5,432 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $5,423 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| PSMT | PRICESMART INC | $5,418 | 0.00% | 36 | 3 | 9.1% | $452 | 加仓 |
| EPAM | EPAM SYS INC | $5,416 | 0.00% | 40 | -3 | -7.0% | -$406 | 减仓 |
| HCC | WARRIOR MET COAL INC | $5,403 | 0.00% | 58 | 5 | 9.4% | $466 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $5,361 | 0.00% | 33 | -57 | -63.3% | -$9,260 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $5,361 | 0.00% | 151 | 8 | 5.6% | $284 | 加仓 |
| RDN | RADIAN GROUP INC | $5,359 | 0.00% | 162 | -17 | -9.5% | -$562 | 减仓 |
| GH | GUARDANT HEALTH INC | $5,358 | 0.00% | 58 | 2 | 3.6% | $185 | 加仓 |
| HQY | HEALTHEQUITY INC | $5,349 | 0.00% | 64 | 2 | 3.2% | $167 | 加仓 |
| AGCO | AGCO CORP | $5,331 | 0.00% | 46 | 1 | 2.2% | $116 | 加仓 |
| VIRT | VIRTU FINL INC | $5,322 | 0.00% | 121 | 7 | 6.1% | $308 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $5,291 | 0.00% | 16 | -4 | -20.0% | -$1,323 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $5,274 | 0.00% | 57 | 5 | 9.6% | $463 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $5,249 | 0.00% | 28 | -8 | -22.2% | -$1,500 | 减仓 |
| SNEX | STONEX GROUP INC | $5,243 | 0.00% | 65 | 21 | 47.7% | $1,694 | 加仓 |
| EG | EVEREST GROUP LTD | $5,230 | 0.00% | 16 | -13 | -44.8% | -$4,249 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $5,225 | 0.00% | 157 | -1 | -0.6% | -$33 | 减仓 |
| LOGI | LOGITECH INTL S A | $5,194 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $5,193 | 0.00% | 76 | -9 | -10.6% | -$615 | 减仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $5,185 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $5,183 | 0.00% | 46 | -36 | -43.9% | -$4,056 | 减仓 |
| VIPS | VIPSHOP HLDGS LTD | $5,141 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $5,141 | 0.00% | 53 | 7 | 15.2% | $679 | 加仓 |
| CE | CELANESE CORP DEL | $5,131 | 0.00% | 78 | 27 | 52.9% | $1,776 | 加仓 |
| CDE | COEUR MNG INC | $5,125 | 0.00% | 273 | 13 | 5.0% | $244 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $5,108 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $5,087 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $5,081 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| BCH | BANCO DE CHILE | $5,075 | 0.00% | 137 | -6 | -4.2% | -$222 | 减仓 |
| — | SCHWAB STRATEGIC TR | $5,043 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $5,042 | 0.00% | 51 | -28 | -35.4% | -$2,768 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $5,032 | 0.00% | 249 | -48 | -16.2% | -$970 | 减仓 |
| KODK | EASTMAN KODAK CO | $5,023 | 0.00% | 555 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $5,003 | 0.00% | 241 | 15 | 6.6% | $311 | 加仓 |