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 |
|---|---|---|---|---|---|---|---|---|
| — | HOLOGIC INC | $4,989 | 0.00% | 66 | -8 | -10.8% | -$605 | 减仓 |
| RBLX | ROBLOX CORP | $4,978 | 0.00% | 88 | -23 | -20.7% | -$1,301 | 减仓 |
| SLM | SLM CORP | $4,946 | 0.00% | 231 | -51 | -18.1% | -$1,092 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $4,903 | 0.00% | 107 | -27 | -20.1% | -$1,237 | 减仓 |
| G | GENPACT LIMITED | $4,843 | 0.00% | 130 | -13 | -9.1% | -$484 | 减仓 |
| GEF | GREIF INC | $4,833 | 0.00% | 72 | -13 | -15.3% | -$873 | 减仓 |
| DXYZ | DESTINY TECH100 INC | $4,821 | 0.00% | 180 | 30 | 20.0% | $804 | 加仓 |
| DES | WISDOMTREE TR | $4,813 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC | $4,804 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| CPA | COPA HOLDINGS SA | $4,772 | 0.00% | 42 | 3 | 7.7% | $341 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $4,754 | 0.00% | 59 | 6 | 11.3% | $483 | 加仓 |
| BKU | BANKUNITED INC | $4,742 | 0.00% | 105 | 6 | 6.1% | $271 | 加仓 |
| BIO | BIO RAD LABS INC | $4,739 | 0.00% | 17 | 1 | 6.2% | $279 | 加仓 |
| ARKK | ARK ETF TR | $4,732 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $4,724 | 0.00% | 80 | -90 | -52.9% | -$5,314 | 减仓 |
| AAON | AAON INC | $4,717 | 0.00% | 57 | 4 | 7.5% | $331 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $4,707 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $4,685 | 0.00% | 111 | -263 | -70.3% | -$1.11万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $4,682 | 0.00% | 203 | 55 | 37.2% | $1,269 | 加仓 |
| CRK | COMSTOCK RES INC | $4,680 | 0.00% | 222 | -14 | -5.9% | -$295 | 减仓 |
| GVA | GRANITE CONSTR INC | $4,677 | 0.00% | 39 | 2 | 5.4% | $240 | 加仓 |
| BBY | BEST BUY INC | $4,660 | 0.00% | 72 | -116 | -61.7% | -$7,508 | 减仓 |
| NTNX | NUTANIX INC | $4,638 | 0.00% | 122 | -77 | -38.7% | -$2,927 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $4,602 | 0.00% | 103 | 6 | 6.2% | $268 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $4,598 | 0.00% | 36 | -20 | -35.7% | -$2,554 | 减仓 |
| NOV | NOV INC | $4,590 | 0.00% | 244 | -21 | -7.9% | -$395 | 减仓 |
| M | MACYS INC | $4,543 | 0.00% | 250 | 21 | 9.2% | $382 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $4,522 | 0.00% | 157 | 11 | 7.5% | $317 | 加仓 |
| GNRC | GENERAC HLDGS INC | $4,493 | 0.00% | 23 | -10 | -30.3% | -$1,953 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $4,491 | 0.00% | 177 | 11 | 6.6% | $279 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $4,484 | 0.00% | 31 | -7 | -18.4% | -$1,013 | 减仓 |
| CWCO | CONSOLIDATED WATER CO INC | $4,483 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC | $4,466 | 0.00% | 91 | 7 | 8.3% | $344 | 加仓 |
| ACI | ALBERTSONS COS INC | $4,465 | 0.00% | 262 | -94 | -26.4% | -$1,602 | 减仓 |
| NMIH | NMI HLDGS INC | $4,464 | 0.00% | 119 | 1 | 0.8% | $38 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $4,454 | 0.00% | 162 | 9 | 5.9% | $247 | 加仓 |
| LPX | LOUISIANA PAC CORP | $4,438 | 0.00% | 61 | -19 | -23.8% | -$1,382 | 减仓 |
| BTU | PEABODY ENGR CORP | $4,416 | 0.00% | 134 | 24 | 21.8% | $791 | 加仓 |
| MDB | MONGODB INC | $4,406 | 0.00% | 18 | -5 | -21.7% | -$1,224 | 减仓 |
| IFRA | ISHARES TR | $4,405 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY | $4,378 | 0.00% | 98 | 21 | 27.3% | $938 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $4,369 | 0.00% | 191 | 14 | 7.9% | $320 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $4,368 | 0.00% | 124 | 8 | 6.9% | $282 | 加仓 |
| CXT | CRANE NXT CO | $4,344 | 0.00% | 107 | -11 | -9.3% | -$447 | 减仓 |
| PSN | PARSONS CORP DEL | $4,334 | 0.00% | 80 | -10 | -11.1% | -$542 | 减仓 |
| ACWI | ISHARES TR | $4,290 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $4,285 | 0.00% | 34 | -34 | -50.0% | -$4,285 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $4,279 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $4,276 | 0.00% | 27 | -35 | -56.5% | -$5,543 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $4,275 | 0.00% | 398 | -76 | -16.0% | -$816 | 减仓 |
| USHY | ISHARES TR | $4,274 | 0.00% | 116 | -33 | -22.1% | -$1,216 | 减仓 |
| NPO | ENPRO INC | $4,262 | 0.00% | 17 | 1 | 6.2% | $251 | 加仓 |
| NNI | NELNET INC | $4,256 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $4,242 | 0.00% | 301 | 11 | 3.8% | $155 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $4,228 | 0.00% | 58 | 3 | 5.5% | $219 | 加仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $4,196 | 0.00% | 48 | -1 | -2.0% | -$87 | 减仓 |
| TS | TENARIS S A | $4,189 | 0.00% | 72 | -17 | -19.1% | -$989 | 减仓 |
| VNT | VONTIER CORPORATION | $4,186 | 0.00% | 118 | -1 | -0.8% | -$35 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $4,174 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CNOB | CONNECTONE BANCORP INC | $4,150 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| ACIW | ACI WORLDWIDE INC | $4,143 | 0.00% | 101 | 6 | 6.3% | $246 | 加仓 |
| — | CHART INDS INC | $4,135 | 0.00% | 20 | -6 | -23.1% | -$1,240 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $4,126 | 0.00% | 36 | 3 | 9.1% | $344 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $4,092 | 0.00% | 42 | 8 | 23.5% | $779 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $4,091 | 0.00% | 95 | -10 | -9.5% | -$431 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $4,085 | 0.00% | 47 | -349 | -88.1% | -$3.03万 | 减仓 |
| MRCY | MERCURY SYS INC | $4,083 | 0.00% | 56 | 4 | 7.7% | $292 | 加仓 |
| BAP | CREDICORP LTD | $4,071 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC | $4,066 | 0.00% | 23 | -1 | -4.2% | -$177 | 减仓 |
| PJT | PJT PARTNERS INC | $4,052 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC | $4,037 | 0.00% | 51 | 4 | 8.5% | $317 | 加仓 |
| LKQ | LKQ CORP | $4,024 | 0.00% | 137 | -35 | -20.3% | -$1,028 | 减仓 |
| ENIC | ENEL CHILE SA | $3,984 | 0.00% | 1,011 | -92 | -8.3% | -$363 | 减仓 |
| WEX | WEX INC | $3,980 | 0.00% | 26 | -2 | -7.1% | -$306 | 减仓 |
| SCZ | ISHARES TR | $3,976 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC | $3,962 | 0.00% | 26 | 1 | 4.0% | $152 | 加仓 |
| MYRG | MYR GROUP INC | $3,953 | 0.00% | 14 | 1 | 7.7% | $282 | 加仓 |
| BC | BRUNSWICK CORP | $3,930 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $3,885 | 0.00% | 81 | -79 | -49.4% | -$3,789 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $3,884 | 0.00% | 57 | -1 | -1.7% | -$68 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $3,875 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $3,869 | 0.00% | 93 | -33 | -26.2% | -$1,373 | 减仓 |
| IDA | IDACORP INC | $3,861 | 0.00% | 27 | -10 | -27.0% | -$1,430 | 减仓 |
| CNO | CNO FINL GROUP INC | $3,819 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP | $3,819 | 0.00% | 47 | -3 | -6.0% | -$244 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $3,814 | 0.00% | 101 | 7 | 7.4% | $264 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $3,806 | 0.00% | 26 | 2 | 8.3% | $293 | 加仓 |
| HXL | HEXCEL CORP NEW | $3,804 | 0.00% | 47 | 4 | 9.3% | $324 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $3,784 | 0.00% | 40 | 5 | 14.3% | $473 | 加仓 |
| NOBL | PROSHARES TR | $3,779 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INC | $3,765 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $3,764 | 0.00% | 18 | -10 | -35.7% | -$2,091 | 减仓 |
| BSAC | BANCO SANTANDER CHILE NEW | $3,741 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| RDY | DR REDDYS LABS LTD | $3,740 | 0.00% | 270 | -477 | -63.9% | -$6,607 | 减仓 |
| ADT | ADT INC DEL | $3,735 | 0.00% | 566 | -300 | -34.6% | -$1,980 | 减仓 |
| MKC | MCCORMICK & CO INC | $3,733 | 0.00% | 74 | -67 | -47.5% | -$3,380 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $3,728 | 0.00% | 28 | 2 | 7.7% | $266 | 加仓 |
| OSIS | OSI SYSTEMS INC | $3,718 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $3,692 | 0.00% | 163 | -99 | -37.8% | -$2,242 | 减仓 |
| VEEV | VEEVA SYS INC | $3,689 | 0.00% | 21 | -26 | -55.3% | -$4,567 | 减仓 |