13F 机构持仓

JFS WEALTH ADVISORS, LLC

HERMITAGE PA · SEC CIK 0001568068

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$20.06亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 10.0%
DFAX 6.9%
DFUS 5.4%
IWB 4.0%
AGG 3.7%
IVV 3.5%
IJH 2.8%
BRK/B 2.6%
IJR 2.3%
DFAI 2.2%

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 $4,6710.00%62 2047.6% $1,507 加仓
IRDM IRIDIUM COMMUNICATIONS INC $4,6630.00%85 65325.0% $3,566 加仓
UBSI UNITED BANKSHARES INC WEST V $4,6460.00%101 88.6% $368 加仓
AGI ALAMOS GOLD INC $4,6430.00%153 00.0% — 不变
LPX LOUISIANA PAC CORP $4,6410.00%59 -2-3.3% -$157 减仓
AXTA AXALTA COATING SYS LTD $4,6200.00%135 86.3% $274 加仓
PSN PARSONS CORP DEL $4,6110.00%88 810.0% $419 加仓
ALKS ALKERMES PLC $4,6110.00%88 2744.3% $1,415 加仓
— GRAYSCALE ETHEREUM STAKING E $4,6070.00%361 00.0% — 不变
MWA MUELLER WTR PRODS INC $4,5980.00%178 169.9% $413 加仓
ENIC ENEL CHILE SA $4,5500.00%1,011 00.0% — 不变
BC BRUNSWICK CORP $4,5490.00%54 00.0% — 不变
ALK ALASKA AIR GROUP INC $4,5420.00%87 810.1% $418 加仓
GNW GENWORTH FINL INC $4,5270.00%478 9424.5% $890 加仓
PBF PBF ENERGY INC $4,5070.00%99 2839.4% $1,275 加仓
LKQ LKQ CORP $4,5030.00%171 3424.8% $895 加仓
MTN VAIL RESORTS INC $4,5020.00%33 622.2% $819 加仓
TEX TEREX CORP NEW $4,4890.00%62 610.7% $434 加仓
ACM AECOM $4,4680.00%64 -22-25.6% -$1,536 减仓
KRYS KRYSTAL BIOTECH INC $4,4610.00%12 7140.0% $2,602 加仓
CDE COEUR MNG INC $4,4560.00%273 00.0% — 不变
ILCV ISHARES TR $4,4550.00%44 44— $4,455 新建仓
PFSI PENNYMAC FINL SVCS INC NEW $4,4430.00%51 36.2% $261 加仓
KGS KODIAK GAS SVCS INC $4,4330.00%59 1740.5% $1,277 加仓
VSXY VICTORIAS SECRET AND CO $4,4250.00%53 1851.4% $1,503 加仓
NNI NELNET INC $4,4000.00%33 00.0% — 不变
SIG SIGNET JEWELERS LIMITED $4,3970.00%51 818.6% $690 加仓
BCPC BALCHEM CORP $4,3930.00%26 630.0% $1,014 加仓
HP HELMERICH & PAYNE INC $4,3880.00%134 3434.0% $1,113 加仓
OLLI OLLIES BARGAIN OUTLET HLDGS $4,3830.00%57 -15-20.8% -$1,153 减仓
CE CELANESE CORP DEL $4,3700.00%95 1721.8% $782 加仓
SGOL ETFS GOLD TR $4,3590.00%114 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $4,3490.00%206 136.7% $274 加仓
TTD THE TRADE DESK INC $4,3400.00%240 -12-4.8% -$217 减仓
VIPS VIPSHOP HLDGS LTD $4,3370.00%327 00.0% — 不变
KFY KORN FERRY $4,3280.00%65 1325.0% $866 加仓
OZK BANK OZK LITTLE ROCK ARK $4,3240.00%83 79.2% $365 加仓
FHB FIRST HAWAIIAN INC $4,3080.00%147 2015.7% $586 加仓
LOPE GRAND CANYON ED INC $4,2940.00%30 -6-16.7% -$859 减仓
CART MAPLEBEAR INC $4,2620.00%90 2232.4% $1,042 加仓
IPGP IPG PHOTONICS CORP $4,2240.00%36 00.0% — 不变
COLM COLUMBIA SPORTSWEAR CO $4,2040.00%68 35106.1% $2,164 加仓
RIOT RIOT PLATFORMS INC $4,1900.00%153 5454.5% $1,479 加仓
RBLX ROBLOX CORP $4,1880.00%77 -11-12.5% -$598 减仓
ZTO ZTO EXPRESS CAYMAN INC $4,1860.00%187 00.0% — 不变
FELE FRANKLIN ELEC INC $4,1810.00%39 618.2% $643 加仓
— CHART INDS INC $4,1790.00%20 00.0% — 不变
SWX SOUTHWEST GAS HLDGS INC $4,1680.00%47 00.0% — 不变
PRIM PRIMORIS SVCS CORP $4,1650.00%42 00.0% — 不变
FULT FULTON FINL CORP PA $4,1610.00%172 -1,529-89.9% -$3.70万 减仓
REYN REYNOLDS CONSUMER PRODS INC $4,1350.00%154 74.8% $188 加仓
LUMN LUMEN TECHNOLOGIES INC $4,1090.00%535 309136.7% $2,373 加仓
NTB BANK OF N T BUTTERFIELD & SO $4,1060.00%69 00.0% — 不变
DORM DORMAN PRODS INC $4,0940.00%30 520.0% $682 加仓
WEX WEX INC $4,0920.00%29 311.5% $423 加仓
IDA IDACORP INC $4,0860.00%27 00.0% — 不变
VEEV VEEVA SYS INC $4,0820.00%23 29.5% $355 加仓
INGR INGREDION INC $4,0730.00%43 -3-6.5% -$284 减仓
CWEN CLEARWAY ENERGY INC $4,0680.00%119 4765.3% $1,607 加仓
WSFS WSFS FINL CORP $4,0670.00%53 612.8% $460 加仓
STN STANTEC INC $4,0660.00%59 -4-6.3% -$276 减仓
ARCC ARES CAPITAL CORP $4,0590.00%219 219— $4,059 新建仓
UCB UNITED CMNTY BKS BLAIRSVLE G $4,0530.00%115 2730.7% $952 加仓
INSM INSMED INC $4,0520.00%38 12.7% $107 加仓
HUT HUT 8 CORP $4,0410.00%35 12.9% $115 加仓
FLG FLAGSTAR BANK NATIONAL ASSOC $4,0340.00%270 187.1% $269 加仓
OII OCEANEERING INTL INC $4,0120.00%99 2025.3% $811 加仓
CWCO CONSOLIDATED WATER CO INC $4,0100.00%136 10.7% $29 加仓
TRMK TRUSTMARK CORP $4,0030.00%87 1013.0% $460 加仓
TS TENARIS S A $3,9960.00%72 00.0% — 不变
SFBS SERVISFIRST BANCSHARES INC $3,9910.00%46 49.5% $347 加仓
ADT ADT INC DEL $3,9780.00%609 437.6% $281 加仓
BRKR BRUKER CORP $3,9740.00%66 2769.2% $1,626 加仓
UNF UNIFIRST CORP MASS $3,9670.00%15 215.4% $529 加仓
LPL LG DISPLAY CO LTD $3,9570.00%1,017 21927.4% $852 加仓
OSIS OSI SYSTEMS INC $3,9370.00%18 428.6% $875 加仓
LSTR LANDSTAR SYS INC $3,9300.00%19 211.8% $414 加仓
HGV HILTON GRAND VACATIONS INC $3,9280.00%75 00.0% — 不变
BHF BRIGHTHOUSE FINL INC $3,9250.00%62 23.3% $127 加仓
RDY DR REDDYS LABS LTD $3,9130.00%270 00.0% — 不变
TAP MOLSON COORS BEVERAGE CO $3,8960.00%100 55.3% $195 加仓
HEFA ISHARES TR $3,8950.00%83 00.0% — 不变
PPA INVESCO EXCHANGE TRADED FD T $3,8910.00%22 00.0% — 不变
TECH BIO-TECHNE CORP $3,8860.00%55 1537.5% $1,060 加仓
SIGI SELECTIVE INS GROUP INC $3,8810.00%40 411.1% $388 加仓
GIL GILDAN ACTIVEWEAR INC $3,8700.00%75 00.0% — 不变
DXYZ DESTINY TECH100 INC $3,8640.00%150 -30-16.7% -$773 减仓
BMI BADGER METER INC $3,8580.00%26 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $3,8570.00%149 149— $3,857 新建仓
ITRI ITRON INC $3,8080.00%44 24.8% $173 加仓
CATY CATHAY GEN BANCORP $3,7820.00%61 1532.6% $930 加仓
JBTM JBT MAREL CORPORATION $3,7700.00%26 844.4% $1,160 加仓
AEG AEGON LTD $3,7650.00%446 00.0% — 不变
ALC ALCON AG $3,7580.00%56 1433.3% $940 加仓
SAIC SCIENCE APPLICATIONS INTL CO $3,7540.00%34 13.0% $110 加仓
PB PROSPERITY BANCSHARES INC $3,7450.00%51 48.5% $294 加仓
NE NOBLE CORP PLC $3,7300.00%100 99.9% $336 加仓
FCN FTI CONSULTING INC $3,7260.00%25 28.7% $298 加仓
CHE CHEMED CORP NEW $3,7260.00%8 5166.7% $2,329 加仓
NWE NORTHWESTERN ENERGY GROUP IN $3,7250.00%52 1540.5% $1,075 加仓