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 |
|---|---|---|---|---|---|---|---|---|
| PYPL | PAYPAL HLDGS INC | $6,179 | 0.00% | 143 | -3 | -2.1% | -$130 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $6,165 | 0.00% | 50 | 8 | 19.0% | $986 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $6,144 | 0.00% | 10 | 2 | 25.0% | $1,229 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $6,127 | 0.00% | 197 | 9 | 4.8% | $280 | 加仓 |
| NTNX | NUTANIX INC | $6,116 | 0.00% | 120 | -2 | -1.6% | -$102 | 减仓 |
| AOS | SMITH A O CORP | $6,084 | 0.00% | 97 | 7 | 7.8% | $439 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $6,068 | 0.00% | 56 | 11 | 24.4% | $1,192 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $6,055 | 0.00% | 23 | 5 | 27.8% | $1,316 | 加仓 |
| HQY | HEALTHEQUITY INC | $6,052 | 0.00% | 67 | 3 | 4.7% | $271 | 加仓 |
| GTX | GARRETT MOTION INC | $6,051 | 0.00% | 167 | 7 | 4.4% | $254 | 加仓 |
| ALV | AUTOLIV INC | $6,041 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $6,040 | 0.00% | 118 | -90 | -43.3% | -$4,607 | 减仓 |
| ESAB | ESAB CORPORATION | $6,017 | 0.00% | 61 | -3 | -4.7% | -$296 | 减仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $6,014 | 0.00% | 777 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $6,001 | 0.00% | 79 | 6 | 8.2% | $456 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $5,994 | 0.00% | 60 | 3 | 5.3% | $300 | 加仓 |
| SLM | SLM CORP | $5,993 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| TCBI | TEXAS CAP BANCSHARES INC | $5,990 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $5,952 | 0.00% | 83 | -7 | -7.8% | -$502 | 减仓 |
| CNM | CORE & MAIN INC | $5,935 | 0.00% | 123 | 8 | 7.0% | $386 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $5,920 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $5,900 | 0.00% | 53 | -4 | -7.0% | -$445 | 减仓 |
| BDC | BELDEN INC | $5,877 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| PTCT | PTC THERAPEUTICS INC | $5,874 | 0.00% | 72 | 15 | 26.3% | $1,224 | 加仓 |
| AGCO | AGCO CORP | $5,866 | 0.00% | 49 | 3 | 6.5% | $359 | 加仓 |
| TTC | TORO CO | $5,859 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $5,797 | 0.00% | 225 | 34 | 17.8% | $876 | 加仓 |
| OPLN | OPENLANE INC | $5,774 | 0.00% | 140 | 25 | 21.7% | $1,031 | 加仓 |
| FHI | FEDERATED HERMES INC | $5,743 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $5,738 | 0.00% | 41 | 5 | 13.9% | $700 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $5,731 | 0.00% | 9 | 1 | 12.5% | $637 | 加仓 |
| AES | AES CORP | $5,674 | 0.00% | 387 | 86 | 28.6% | $1,261 | 加仓 |
| NMIH | NMI HLDGS INC | $5,671 | 0.00% | 138 | 19 | 16.0% | $781 | 加仓 |
| GEF | GREIF INC | $5,669 | 0.00% | 76 | 4 | 5.6% | $298 | 加仓 |
| ARKK | ARK ETF TR | $5,658 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $5,635 | 0.00% | 100 | 52 | 108.3% | $2,930 | 加仓 |
| HCC | WARRIOR MET COAL INC | $5,601 | 0.00% | 69 | 11 | 19.0% | $893 | 加仓 |
| BKU | BANKUNITED INC | $5,572 | 0.00% | 115 | 10 | 9.5% | $485 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $5,558 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD | $5,532 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $5,515 | 0.00% | 76 | 35 | 85.4% | $2,540 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $5,501 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $5,501 | 0.00% | 139 | 118 | 561.9% | $4,670 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $5,489 | 0.00% | 24 | 8 | 50.0% | $1,830 | 加仓 |
| BCH | BANCO DE CHILE | $5,448 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| TKC | TURKCELL ILETISIM | $5,439 | 0.00% | 925 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $5,361 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $5,348 | 0.00% | 65 | 14 | 27.5% | $1,152 | 加仓 |
| MAIN | MAIN STR CAP CORP | $5,344 | 0.00% | 103 | 103 | — | $5,344 | 新建仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $5,317 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP | $5,317 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $5,313 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $5,313 | 0.00% | 92 | 20 | 27.8% | $1,155 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $5,286 | 0.00% | 106 | -532 | -83.4% | -$2.65万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $5,277 | 0.00% | 16 | -3 | -15.8% | -$989 | 减仓 |
| SBSW | SIBANYE STILLWATER LTD | $5,264 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $5,213 | 0.00% | 137 | 37 | 37.0% | $1,408 | 加仓 |
| CNOB | CONNECTONE BANCORP INC | $5,184 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| FMNB | FARMERS NATIONAL BANC CORP | $5,183 | 0.00% | 355 | -4,160 | -92.1% | -$6.07万 | 减仓 |
| KODK | EASTMAN KODAK CO | $5,134 | 0.00% | 555 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $5,134 | 0.00% | 41 | 7 | 20.6% | $877 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $5,113 | 0.00% | 59 | 36 | 156.5% | $3,120 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $5,093 | 0.00% | 31 | 5 | 19.2% | $821 | 加仓 |
| MTRN | MATERION CORP | $5,056 | 0.00% | 17 | 6 | 54.5% | $1,784 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $5,055 | 0.00% | 66 | 8 | 13.8% | $613 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $5,044 | 0.00% | 60 | 12 | 25.0% | $1,009 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $5,029 | 0.00% | 192 | 35 | 22.3% | $917 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $5,018 | 0.00% | 29 | 4 | 16.0% | $692 | 加仓 |
| GDDY | GODADDY INC | $5,008 | 0.00% | 59 | -8 | -11.9% | -$679 | 减仓 |
| FNV | FRANCO NEV CORP | $5,003 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $5,001 | 0.00% | 28 | -6 | -17.6% | -$1,072 | 减仓 |
| BIO | BIO RAD LABS INC | $4,992 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORP | $4,989 | 0.00% | 29 | 2 | 7.4% | $344 | 加仓 |
| VLY | VALLEY NATL BANCORP | $4,988 | 0.00% | 339 | 104 | 44.3% | $1,530 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $4,961 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| GPI | GROUP 1 AUTOMOTIVE INC | $4,950 | 0.00% | 17 | 1 | 6.2% | $291 | 加仓 |
| OGE | OGE ENERGY CORP | $4,915 | 0.00% | 101 | 20 | 24.7% | $973 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $4,902 | 0.00% | 33 | 2 | 6.5% | $297 | 加仓 |
| GPC | GENUINE PARTS CO | $4,863 | 0.00% | 41 | -15 | -26.8% | -$1,779 | 减仓 |
| POST | POST HLDGS INC | $4,855 | 0.00% | 55 | 4 | 7.8% | $353 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $4,832 | 0.00% | 88 | 13 | 17.3% | $714 | 加仓 |
| PJT | PJT PARTNERS INC | $4,831 | 0.00% | 32 | 3 | 10.3% | $453 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $4,817 | 0.00% | 132 | 42 | 46.7% | $1,533 | 加仓 |
| EL | LAUDER ESTEE COS INC | $4,816 | 0.00% | 61 | 13 | 27.1% | $1,026 | 加仓 |
| DIOD | DIODES INC | $4,816 | 0.00% | 44 | 12 | 37.5% | $1,313 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $4,796 | 0.00% | 182 | 5 | 2.8% | $132 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $4,793 | 0.00% | 111 | 47 | 73.4% | $2,029 | 加仓 |
| MTDR | MATADOR RES CO | $4,779 | 0.00% | 96 | 7 | 7.9% | $348 | 加仓 |
| USIG | ISHARES TR | $4,770 | 0.00% | 93 | 93 | — | $4,770 | 新建仓 |
| NOV | NOV INC | $4,768 | 0.00% | 257 | 13 | 5.3% | $241 | 加仓 |
| CALM | CAL MAINE FOODS INC | $4,754 | 0.00% | 59 | 8 | 15.7% | $645 | 加仓 |
| CNO | CNO FINL GROUP INC | $4,742 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| CSW | CSW INDUSTRIALS INC | $4,732 | 0.00% | 17 | 3 | 21.4% | $835 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $4,724 | 0.00% | 136 | 136 | — | $4,724 | 新建仓 |
| HXL | HEXCEL CORP NEW | $4,703 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $4,684 | 0.00% | 34 | -22 | -39.3% | -$3,031 | 减仓 |
| AROC | ARCHROCK INC | $4,682 | 0.00% | 115 | 16 | 16.2% | $651 | 加仓 |
| BAP | CREDICORP LTD | $4,675 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP | $4,671 | 0.00% | 51 | 4 | 8.5% | $366 | 加仓 |
| SKY | CHAMPION HOMES INC | $4,671 | 0.00% | 53 | 10 | 23.3% | $881 | 加仓 |