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 |
|---|---|---|---|---|---|---|---|---|
| PATK | PATRICK INDS INC | $3,666 | 0.00% | 33 | 3 | 10.0% | $333 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $3,649 | 0.00% | 14 | 2 | 16.7% | $521 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $3,647 | 0.00% | 22 | 22 | — | $3,647 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $3,645 | 0.00% | 49 | -63 | -56.2% | -$4,686 | 减仓 |
| SIG | SIGNET JEWELERS LIMITED | $3,640 | 0.00% | 43 | 4 | 10.3% | $339 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $3,631 | 0.00% | 42 | 3 | 7.7% | $259 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $3,622 | 0.00% | 69 | -4 | -5.5% | -$210 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $3,610 | 0.00% | 193 | 16 | 9.0% | $299 | 加仓 |
| HP | HELMERICH & PAYNE INC | $3,603 | 0.00% | 100 | 8 | 8.7% | $288 | 加仓 |
| THO | THOR INDS INC | $3,596 | 0.00% | 45 | -2 | -4.3% | -$160 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $3,593 | 0.00% | 60 | 1 | 1.7% | $60 | 加仓 |
| MIDD | MIDDLEBY CORP | $3,580 | 0.00% | 27 | -9 | -25.0% | -$1,193 | 减仓 |
| PODD | INSULET CORP | $3,568 | 0.00% | 17 | -10 | -37.0% | -$2,099 | 减仓 |
| CPNG | COUPANG INC | $3,550 | 0.00% | 188 | -105 | -35.8% | -$1,983 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $3,543 | 0.00% | 72 | -34 | -32.1% | -$1,673 | 减仓 |
| HEFA | ISHARES TR | $3,528 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING SYS LTD | $3,518 | 0.00% | 127 | -89 | -41.2% | -$2,465 | 减仓 |
| WLK | WESTLAKE CORPORATION | $3,505 | 0.00% | 30 | 16 | 114.3% | $1,869 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $3,495 | 0.00% | 83 | -3 | -3.5% | -$126 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $3,495 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK | $3,488 | 0.00% | 76 | 6 | 8.6% | $275 | 加仓 |
| TTEK | TETRA TECH INC NEW | $3,464 | 0.00% | 115 | -11 | -8.7% | -$331 | 减仓 |
| GMAB | GENMAB A/S | $3,462 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $3,461 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $3,451 | 0.00% | 27 | -14 | -34.1% | -$1,789 | 减仓 |
| AROC | ARCHROCK INC | $3,446 | 0.00% | 99 | -19 | -16.1% | -$661 | 减仓 |
| EL | LAUDER ESTEE COS INC | $3,445 | 0.00% | 48 | 8 | 20.0% | $574 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $3,421 | 0.00% | 184 | 14 | 8.2% | $260 | 加仓 |
| — | ELME COMMUNITIES | $3,391 | 0.00% | 1,687 | 0 | 0.0% | — | 不变 |
| BCPC | BALCHEM CORP | $3,390 | 0.00% | 20 | -10 | -33.3% | -$1,695 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $3,388 | 0.00% | 8 | -2 | -20.0% | -$847 | 减仓 |
| GPOR | GULFPORT ENERGY CORP | $3,386 | 0.00% | 16 | -2 | -11.1% | -$423 | 减仓 |
| PBF | PBF ENERGY INC | $3,382 | 0.00% | 71 | -39 | -35.5% | -$1,858 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $3,371 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| BANF | BANCFIRST CORP | $3,369 | 0.00% | 31 | -8 | -20.5% | -$869 | 减仓 |
| OPLN | OPENLANE INC | $3,353 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| HTHT | H WORLD GROUP LTD | $3,320 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $3,319 | 0.00% | 252 | 27 | 12.0% | $356 | 加仓 |
| LI | LI AUTO INC | $3,317 | 0.00% | 186 | -86 | -31.6% | -$1,534 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $3,314 | 0.00% | 123 | -18 | -12.8% | -$485 | 减仓 |
| W | WAYFAIR INC | $3,310 | 0.00% | 44 | -18 | -29.0% | -$1,354 | 减仓 |
| TEX | TEREX CORP NEW | $3,310 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $3,306 | 0.00% | 28 | 1 | 3.7% | $118 | 加仓 |
| KFY | KORN FERRY | $3,283 | 0.00% | 52 | -6 | -10.3% | -$379 | 减仓 |
| UNF | UNIFIRST CORP MASS | $3,271 | 0.00% | 13 | 2 | 18.2% | $503 | 加仓 |
| NJR | NEW JERSEY RES CORP | $3,257 | 0.00% | 59 | -47 | -44.3% | -$2,595 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $3,254 | 0.00% | 78 | -4,202 | -98.2% | -$17.53万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $3,251 | 0.00% | 90 | 33 | 57.9% | $1,192 | 加仓 |
| TRMK | TRUSTMARK CORP | $3,245 | 0.00% | 77 | -3 | -3.8% | -$126 | 减仓 |
| AEG | AEGON LTD | $3,238 | 0.00% | 446 | -118 | -20.9% | -$857 | 减仓 |
| RIG | TRANSOCEAN LTD | $3,236 | 0.00% | 488 | -20 | -3.9% | -$133 | 减仓 |
| VFC | V F CORP | $3,229 | 0.00% | 190 | 14 | 8.0% | $238 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $3,223 | 0.00% | 72 | -105 | -59.3% | -$4,700 | 减仓 |
| BCO | BRINKS CO | $3,213 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $3,205 | 0.00% | 119 | 10 | 9.2% | $269 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $3,200 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SKY | CHAMPION HOMES INC | $3,198 | 0.00% | 43 | -3 | -6.5% | -$223 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $3,175 | 0.00% | 47 | 4 | 9.3% | $270 | 加仓 |
| — | QORVO INC | $3,174 | 0.00% | 41 | -19 | -31.7% | -$1,471 | 减仓 |
| MMSI | MERIT MED SYS INC | $3,171 | 0.00% | 46 | 3 | 7.0% | $207 | 加仓 |
| SNOW | SNOWFLAKE INC | $3,168 | 0.00% | 21 | -35 | -62.5% | -$5,280 | 减仓 |
| ALC | ALCON AG | $3,165 | 0.00% | 42 | -84 | -66.7% | -$6,330 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $3,165 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| VCTR | VICTORY CAP HLDGS INC DEL | $3,144 | 0.00% | 48 | -10 | -17.2% | -$655 | 减仓 |
| VAL | VALARIS LTD | $3,138 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $3,133 | 0.00% | 34 | -46 | -57.5% | -$4,239 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $3,133 | 0.00% | 33 | -21 | -38.9% | -$1,994 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $3,130 | 0.00% | 127 | 11 | 9.5% | $271 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $3,126 | 0.00% | 99 | -36 | -26.7% | -$1,137 | 减仓 |
| GNW | GENWORTH FINL INC | $3,119 | 0.00% | 384 | 3 | 0.8% | $24 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $3,114 | 0.00% | 147 | 12 | 8.9% | $254 | 加仓 |
| KBH | KB HOME | $3,105 | 0.00% | 60 | -20 | -25.0% | -$1,035 | 减仓 |
| LPL | LG DISPLAY CO LTD | $3,097 | 0.00% | 798 | -59 | -6.9% | -$229 | 减仓 |
| OPCH | OPTION CARE HEALTH INC | $3,096 | 0.00% | 115 | 13 | 12.7% | $350 | 加仓 |
| BSY | BENTLEY SYS INC | $3,091 | 0.00% | 88 | 19 | 27.5% | $667 | 加仓 |
| BSBR | BANCO SANTANDER BRASIL S A | $3,090 | 0.00% | 521 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S.A. | $3,086 | 0.00% | 52 | -6 | -10.3% | -$356 | 减仓 |
| WSFS | WSFS FINL CORP | $3,077 | 0.00% | 47 | 4 | 9.3% | $262 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $3,071 | 0.00% | 100 | -7 | -6.5% | -$215 | 减仓 |
| DBX | DROPBOX INC | $3,068 | 0.00% | 135 | -95 | -41.3% | -$2,159 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $3,059 | 0.00% | 42 | -22 | -34.4% | -$1,602 | 减仓 |
| MHK | MOHAWK INDS INC | $3,053 | 0.00% | 31 | -17 | -35.4% | -$1,674 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $3,053 | 0.00% | 249 | 16 | 6.9% | $196 | 加仓 |
| FELE | FRANKLIN ELEC INC | $3,042 | 0.00% | 33 | -14 | -29.8% | -$1,291 | 减仓 |
| — | MASIMO CORP | $3,024 | 0.00% | 17 | -1 | -5.6% | -$178 | 减仓 |
| ARKF | ARK ETF TR | $3,006 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC | $3,006 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| RCI | ROGERS COMMUNICATIONS INC | $3,000 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| ASB | ASSOCIATED BANC-CORP | $3,000 | 0.00% | 116 | 10 | 9.4% | $259 | 加仓 |
| STNG | SCORPIO TANKERS INC | $2,987 | 0.00% | 40 | 5 | 14.3% | $373 | 加仓 |
| ONC | BEONE MEDICINES LTD | $2,970 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $2,956 | 0.00% | 57 | -13 | -18.6% | -$674 | 减仓 |
| LCII | LCI INDS | $2,952 | 0.00% | 24 | 2 | 9.1% | $246 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $2,935 | 0.00% | 25 | 3 | 13.6% | $352 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC | $2,934 | 0.00% | 75 | -2 | -2.6% | -$78 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $2,923 | 0.00% | 75 | 27 | 56.2% | $1,052 | 加仓 |
| TOST | TOAST INC | $2,917 | 0.00% | 110 | -62 | -36.0% | -$1,644 | 减仓 |
| BKH | BLACK HILLS CORP | $2,916 | 0.00% | 42 | 1 | 2.4% | $69 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $2,909 | 0.00% | 19 | -3 | -13.6% | -$459 | 减仓 |
| GTX | GARRETT MOTION INC | $2,908 | 0.00% | 160 | 15 | 10.3% | $273 | 加仓 |