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 |
|---|---|---|---|---|---|---|---|---|
| ETSY | ETSY INC | $4,671 | 0.00% | 62 | 20 | 47.6% | $1,507 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $4,663 | 0.00% | 85 | 65 | 325.0% | $3,566 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $4,646 | 0.00% | 101 | 8 | 8.6% | $368 | 加仓 |
| AGI | ALAMOS GOLD INC | $4,643 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORP | $4,641 | 0.00% | 59 | -2 | -3.3% | -$157 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $4,620 | 0.00% | 135 | 8 | 6.3% | $274 | 加仓 |
| PSN | PARSONS CORP DEL | $4,611 | 0.00% | 88 | 8 | 10.0% | $419 | 加仓 |
| ALKS | ALKERMES PLC | $4,611 | 0.00% | 88 | 27 | 44.3% | $1,415 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $4,607 | 0.00% | 361 | 0 | 0.0% | — | 不变 |
| MWA | MUELLER WTR PRODS INC | $4,598 | 0.00% | 178 | 16 | 9.9% | $413 | 加仓 |
| ENIC | ENEL CHILE SA | $4,550 | 0.00% | 1,011 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $4,549 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $4,542 | 0.00% | 87 | 8 | 10.1% | $418 | 加仓 |
| GNW | GENWORTH FINL INC | $4,527 | 0.00% | 478 | 94 | 24.5% | $890 | 加仓 |
| PBF | PBF ENERGY INC | $4,507 | 0.00% | 99 | 28 | 39.4% | $1,275 | 加仓 |
| LKQ | LKQ CORP | $4,503 | 0.00% | 171 | 34 | 24.8% | $895 | 加仓 |
| MTN | VAIL RESORTS INC | $4,502 | 0.00% | 33 | 6 | 22.2% | $819 | 加仓 |
| TEX | TEREX CORP NEW | $4,489 | 0.00% | 62 | 6 | 10.7% | $434 | 加仓 |
| ACM | AECOM | $4,468 | 0.00% | 64 | -22 | -25.6% | -$1,536 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $4,461 | 0.00% | 12 | 7 | 140.0% | $2,602 | 加仓 |
| CDE | COEUR MNG INC | $4,456 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES TR | $4,455 | 0.00% | 44 | 44 | — | $4,455 | 新建仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $4,443 | 0.00% | 51 | 3 | 6.2% | $261 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $4,433 | 0.00% | 59 | 17 | 40.5% | $1,277 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $4,425 | 0.00% | 53 | 18 | 51.4% | $1,503 | 加仓 |
| NNI | NELNET INC | $4,400 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SIG | SIGNET JEWELERS LIMITED | $4,397 | 0.00% | 51 | 8 | 18.6% | $690 | 加仓 |
| BCPC | BALCHEM CORP | $4,393 | 0.00% | 26 | 6 | 30.0% | $1,014 | 加仓 |
| HP | HELMERICH & PAYNE INC | $4,388 | 0.00% | 134 | 34 | 34.0% | $1,113 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $4,383 | 0.00% | 57 | -15 | -20.8% | -$1,153 | 减仓 |
| CE | CELANESE CORP DEL | $4,370 | 0.00% | 95 | 17 | 21.8% | $782 | 加仓 |
| SGOL | ETFS GOLD TR | $4,359 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $4,349 | 0.00% | 206 | 13 | 6.7% | $274 | 加仓 |
| TTD | THE TRADE DESK INC | $4,340 | 0.00% | 240 | -12 | -4.8% | -$217 | 减仓 |
| VIPS | VIPSHOP HLDGS LTD | $4,337 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| KFY | KORN FERRY | $4,328 | 0.00% | 65 | 13 | 25.0% | $866 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $4,324 | 0.00% | 83 | 7 | 9.2% | $365 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $4,308 | 0.00% | 147 | 20 | 15.7% | $586 | 加仓 |
| LOPE | GRAND CANYON ED INC | $4,294 | 0.00% | 30 | -6 | -16.7% | -$859 | 减仓 |
| CART | MAPLEBEAR INC | $4,262 | 0.00% | 90 | 22 | 32.4% | $1,042 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $4,224 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| COLM | COLUMBIA SPORTSWEAR CO | $4,204 | 0.00% | 68 | 35 | 106.1% | $2,164 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $4,190 | 0.00% | 153 | 54 | 54.5% | $1,479 | 加仓 |
| RBLX | ROBLOX CORP | $4,188 | 0.00% | 77 | -11 | -12.5% | -$598 | 减仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $4,186 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| FELE | FRANKLIN ELEC INC | $4,181 | 0.00% | 39 | 6 | 18.2% | $643 | 加仓 |
| — | CHART INDS INC | $4,179 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $4,168 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SVCS CORP | $4,165 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| FULT | FULTON FINL CORP PA | $4,161 | 0.00% | 172 | -1,529 | -89.9% | -$3.70万 | 减仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $4,135 | 0.00% | 154 | 7 | 4.8% | $188 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $4,109 | 0.00% | 535 | 309 | 136.7% | $2,373 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $4,106 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| DORM | DORMAN PRODS INC | $4,094 | 0.00% | 30 | 5 | 20.0% | $682 | 加仓 |
| WEX | WEX INC | $4,092 | 0.00% | 29 | 3 | 11.5% | $423 | 加仓 |
| IDA | IDACORP INC | $4,086 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $4,082 | 0.00% | 23 | 2 | 9.5% | $355 | 加仓 |
| INGR | INGREDION INC | $4,073 | 0.00% | 43 | -3 | -6.5% | -$284 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $4,068 | 0.00% | 119 | 47 | 65.3% | $1,607 | 加仓 |
| WSFS | WSFS FINL CORP | $4,067 | 0.00% | 53 | 6 | 12.8% | $460 | 加仓 |
| STN | STANTEC INC | $4,066 | 0.00% | 59 | -4 | -6.3% | -$276 | 减仓 |
| ARCC | ARES CAPITAL CORP | $4,059 | 0.00% | 219 | 219 | — | $4,059 | 新建仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $4,053 | 0.00% | 115 | 27 | 30.7% | $952 | 加仓 |
| INSM | INSMED INC | $4,052 | 0.00% | 38 | 1 | 2.7% | $107 | 加仓 |
| HUT | HUT 8 CORP | $4,041 | 0.00% | 35 | 1 | 2.9% | $115 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $4,034 | 0.00% | 270 | 18 | 7.1% | $269 | 加仓 |
| OII | OCEANEERING INTL INC | $4,012 | 0.00% | 99 | 20 | 25.3% | $811 | 加仓 |
| CWCO | CONSOLIDATED WATER CO INC | $4,010 | 0.00% | 136 | 1 | 0.7% | $29 | 加仓 |
| TRMK | TRUSTMARK CORP | $4,003 | 0.00% | 87 | 10 | 13.0% | $460 | 加仓 |
| TS | TENARIS S A | $3,996 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| SFBS | SERVISFIRST BANCSHARES INC | $3,991 | 0.00% | 46 | 4 | 9.5% | $347 | 加仓 |
| ADT | ADT INC DEL | $3,978 | 0.00% | 609 | 43 | 7.6% | $281 | 加仓 |
| BRKR | BRUKER CORP | $3,974 | 0.00% | 66 | 27 | 69.2% | $1,626 | 加仓 |
| UNF | UNIFIRST CORP MASS | $3,967 | 0.00% | 15 | 2 | 15.4% | $529 | 加仓 |
| LPL | LG DISPLAY CO LTD | $3,957 | 0.00% | 1,017 | 219 | 27.4% | $852 | 加仓 |
| OSIS | OSI SYSTEMS INC | $3,937 | 0.00% | 18 | 4 | 28.6% | $875 | 加仓 |
| LSTR | LANDSTAR SYS INC | $3,930 | 0.00% | 19 | 2 | 11.8% | $414 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC | $3,928 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $3,925 | 0.00% | 62 | 2 | 3.3% | $127 | 加仓 |
| RDY | DR REDDYS LABS LTD | $3,913 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $3,896 | 0.00% | 100 | 5 | 5.3% | $195 | 加仓 |
| HEFA | ISHARES TR | $3,895 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $3,891 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $3,886 | 0.00% | 55 | 15 | 37.5% | $1,060 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $3,881 | 0.00% | 40 | 4 | 11.1% | $388 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $3,870 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC | $3,864 | 0.00% | 150 | -30 | -16.7% | -$773 | 减仓 |
| BMI | BADGER METER INC | $3,858 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $3,857 | 0.00% | 149 | 149 | — | $3,857 | 新建仓 |
| ITRI | ITRON INC | $3,808 | 0.00% | 44 | 2 | 4.8% | $173 | 加仓 |
| CATY | CATHAY GEN BANCORP | $3,782 | 0.00% | 61 | 15 | 32.6% | $930 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $3,770 | 0.00% | 26 | 8 | 44.4% | $1,160 | 加仓 |
| AEG | AEGON LTD | $3,765 | 0.00% | 446 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $3,758 | 0.00% | 56 | 14 | 33.3% | $940 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $3,754 | 0.00% | 34 | 1 | 3.0% | $110 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $3,745 | 0.00% | 51 | 4 | 8.5% | $294 | 加仓 |
| NE | NOBLE CORP PLC | $3,730 | 0.00% | 100 | 9 | 9.9% | $336 | 加仓 |
| FCN | FTI CONSULTING INC | $3,726 | 0.00% | 25 | 2 | 8.7% | $298 | 加仓 |
| CHE | CHEMED CORP NEW | $3,726 | 0.00% | 8 | 5 | 166.7% | $2,329 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $3,725 | 0.00% | 52 | 15 | 40.5% | $1,075 | 加仓 |