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 |
|---|---|---|---|---|---|---|---|---|
| ALK | ALASKA AIR GROUP INC | $2,906 | 0.00% | 79 | -32 | -28.8% | -$1,177 | 减仓 |
| VLY | VALLEY NATL BANCORP | $2,902 | 0.00% | 235 | 25 | 11.9% | $309 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $2,864 | 0.00% | 54 | 5 | 10.2% | $265 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $2,855 | 0.00% | 67 | 9 | 15.5% | $384 | 加仓 |
| OLN | OLIN CORP | $2,855 | 0.00% | 96 | 65 | 209.7% | $1,933 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $2,829 | 0.00% | 72 | -1,617 | -95.7% | -$6.35万 | 减仓 |
| OII | OCEANEERING INTL INC | $2,803 | 0.00% | 79 | 8 | 11.3% | $284 | 加仓 |
| VTMX | VESTA REAL ESTATE CORP | $2,801 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $2,781 | 0.00% | 88 | -25 | -22.1% | -$790 | 减仓 |
| CAR | AVIS BUDGET GROUP INC | $2,772 | 0.00% | 19 | -12 | -38.7% | -$1,751 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $2,771 | 0.00% | 88 | 17 | 23.9% | $535 | 加仓 |
| MSM | MSC INDL DIRECT INC | $2,769 | 0.00% | 30 | 3 | 11.1% | $277 | 加仓 |
| GPN | GLOBAL PMTS INC | $2,760 | 0.00% | 41 | -49 | -54.4% | -$3,299 | 减仓 |
| TDW | TIDEWATER INC NEW | $2,758 | 0.00% | 33 | 6 | 22.2% | $501 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $2,743 | 0.00% | 16 | 11 | 220.0% | $1,886 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $2,741 | 0.00% | 90 | -33 | -26.8% | -$1,005 | 减仓 |
| IWL | ISHARES TR | $2,729 | 0.00% | 17 | 17 | — | $2,729 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $2,726 | 0.00% | 17 | 9 | 112.5% | $1,443 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $2,715 | 0.00% | 36 | -11 | -23.4% | -$830 | 减仓 |
| POWL | POWELL INDS INC | $2,706 | 0.00% | 5 | 1 | 25.0% | $541 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $2,705 | 0.00% | 64 | -176 | -73.3% | -$7,439 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $2,704 | 0.00% | 146 | -703 | -82.8% | -$1.30万 | 减仓 |
| DOX | AMDOCS LTD | $2,685 | 0.00% | 41 | -73 | -64.0% | -$4,781 | 减仓 |
| CAG | CONAGRA BRANDS INC | $2,657 | 0.00% | 169 | 88 | 108.6% | $1,384 | 加仓 |
| ACT | ENACT HLDGS INC | $2,653 | 0.00% | 65 | -6 | -8.5% | -$245 | 减仓 |
| STLA | STELLANTIS N.V | $2,652 | 0.00% | 374 | 374 | — | $2,652 | 新建仓 |
| ANF | ABERCROMBIE & FITCH CO | $2,650 | 0.00% | 29 | 4 | 16.0% | $366 | 加仓 |
| KAI | KADANT INC | $2,632 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| DORM | DORMAN PRODS INC | $2,609 | 0.00% | 25 | -4 | -13.8% | -$417 | 减仓 |
| HRB | BLOCK H & R INC | $2,603 | 0.00% | 82 | -54 | -39.7% | -$1,714 | 减仓 |
| SON | SONOCO PRODS CO | $2,597 | 0.00% | 48 | -7 | -12.7% | -$379 | 减仓 |
| JOE | ST JOE CO | $2,575 | 0.00% | 41 | 5 | 13.9% | $314 | 加仓 |
| RDNT | RADNET INC | $2,571 | 0.00% | 46 | 6 | 15.0% | $335 | 加仓 |
| Z | ZILLOW GROUP INC | $2,566 | 0.00% | 62 | -79 | -56.0% | -$3,270 | 减仓 |
| VSAT | VIASAT INC | $2,565 | 0.00% | 56 | 16 | 40.0% | $733 | 加仓 |
| RUM | RUMBLE INC | $2,561 | 0.00% | 502 | 0 | 0.0% | — | 不变 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $2,556 | 0.00% | 153 | 8 | 5.5% | $134 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $2,555 | 0.00% | 23 | -31 | -57.4% | -$3,444 | 减仓 |
| CART | MAPLEBEAR INC | $2,548 | 0.00% | 68 | 31 | 83.8% | $1,162 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2,535 | 0.00% | 27 | -4 | -12.9% | -$376 | 减仓 |
| SLGN | SILGAN HLDGS INC | $2,522 | 0.00% | 65 | -23 | -26.1% | -$892 | 减仓 |
| CBT | CABOT CORP | $2,486 | 0.00% | 33 | -15 | -31.2% | -$1,130 | 减仓 |
| LIVN | LIVANOVA PLC | $2,479 | 0.00% | 39 | 17 | 77.3% | $1,081 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $2,450 | 0.00% | 42 | -13 | -23.6% | -$758 | 减仓 |
| AXIAY | CENTRAIS ELET BRAS SA | $2,448 | 0.00% | 217 | -29 | -11.8% | -$327 | 减仓 |
| GNTX | GENTEX CORP | $2,448 | 0.00% | 112 | 21 | 23.1% | $459 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $2,440 | 0.00% | 37 | 14 | 60.9% | $923 | 加仓 |
| CARG | CARGURUS INC | $2,418 | 0.00% | 71 | -1 | -1.4% | -$34 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $2,417 | 0.00% | 32 | 3 | 10.3% | $227 | 加仓 |
| OGS | ONE GAS INC | $2,412 | 0.00% | 28 | 3 | 12.0% | $258 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $2,402 | 0.00% | 54 | -6 | -10.0% | -$267 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $2,397 | 0.00% | 7 | -12 | -63.2% | -$4,109 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $2,397 | 0.00% | 18 | -15 | -45.5% | -$1,998 | 减仓 |
| TXNM | TXNM ENERGY INC | $2,397 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC | $2,390 | 0.00% | 20 | 2 | 11.1% | $239 | 加仓 |
| YETI | YETI HLDGS INC | $2,379 | 0.00% | 65 | 7 | 12.1% | $256 | 加仓 |
| BOH | BANK HAWAII CORP | $2,376 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $2,371 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $2,366 | 0.00% | 280 | -140 | -33.3% | -$1,183 | 减仓 |
| MP | MP MATERIALS CORP | $2,365 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| TME | TENCENT MUSIC ENTMT GROUP | $2,358 | 0.00% | 254 | -23 | -8.3% | -$214 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $2,345 | 0.00% | 12 | -2 | -14.3% | -$391 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $2,302 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CATY | CATHAY GEN BANCORP | $2,294 | 0.00% | 46 | 1 | 2.2% | $50 | 加仓 |
| TR | TOOTSIE ROLL INDS INC | $2,281 | 0.00% | 53 | 7 | 15.2% | $301 | 加仓 |
| SR | SPIRE INC | $2,274 | 0.00% | 25 | -16 | -39.0% | -$1,455 | 减仓 |
| — | LIBERTY BROADBAND CORP | $2,264 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| GRBK | GREEN BRICK PARTNERS INC | $2,256 | 0.00% | 35 | -3 | -7.9% | -$193 | 减仓 |
| VICR | VICOR CORP | $2,254 | 0.00% | 14 | 4 | 40.0% | $644 | 加仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $2,253 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| KOF | COCA-COLA FEMSA SAB DE CV | $2,244 | 0.00% | 23 | -5 | -17.9% | -$488 | 减仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $2,243 | 0.00% | 43 | -7 | -14.0% | -$365 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $2,223 | 0.00% | 50 | -12 | -19.4% | -$534 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $2,218 | 0.00% | 27 | -8 | -22.9% | -$657 | 减仓 |
| OTTR | OTTER TAIL CORP | $2,195 | 0.00% | 25 | -11 | -30.6% | -$966 | 减仓 |
| DIOD | DIODES INC | $2,185 | 0.00% | 32 | 4 | 14.3% | $273 | 加仓 |
| AGX | ARGAN INC | $2,179 | 0.00% | 4 | 1 | 33.3% | $545 | 加仓 |
| RLI | RLI CORP | $2,168 | 0.00% | 38 | -46 | -54.8% | -$2,624 | 减仓 |
| ALKS | ALKERMES PLC | $2,157 | 0.00% | 61 | -57 | -48.3% | -$2,016 | 减仓 |
| VVV | VALVOLINE INC | $2,156 | 0.00% | 64 | -30 | -31.9% | -$1,011 | 减仓 |
| AVNT | AVIENT CORPORATION | $2,149 | 0.00% | 59 | 29 | 96.7% | $1,056 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $2,145 | 0.00% | 13 | 7 | 116.7% | $1,155 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $2,143 | 0.00% | 27 | -5 | -15.6% | -$397 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC | $2,139 | 0.00% | 81 | 10 | 14.1% | $264 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $2,133 | 0.00% | 16 | -8 | -33.3% | -$1,066 | 减仓 |
| SID | COMPANHIA SIDERURGICA NACION | $2,128 | 0.00% | 1,716 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC | $2,126 | 0.00% | 32 | 6 | 23.1% | $399 | 加仓 |
| LRN | STRIDE INC | $2,117 | 0.00% | 24 | -1 | -4.0% | -$88 | 减仓 |
| ZS | ZSCALER INC | $2,105 | 0.00% | 15 | -17 | -53.1% | -$2,386 | 减仓 |
| WU | WESTERN UN CO | $2,104 | 0.00% | 241 | 39 | 19.3% | $340 | 加仓 |
| TDC | TERADATA CORP DEL | $2,102 | 0.00% | 82 | -12 | -12.8% | -$308 | 减仓 |
| ETSY | ETSY INC | $2,100 | 0.00% | 42 | -5 | -10.6% | -$250 | 减仓 |
| HRI | HERC HLDGS INC | $2,091 | 0.00% | 21 | -9 | -30.0% | -$896 | 减仓 |
| TECH | BIO-TECHNE CORP | $2,091 | 0.00% | 40 | -11 | -21.6% | -$575 | 减仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $2,075 | 0.00% | 35 | -20 | -36.4% | -$1,186 | 减仓 |
| — | REIN THERAPEUTICS INC | $2,067 | 0.00% | 1,590 | 0 | 0.0% | — | 不变 |
| AMR | ALPHA METALLURGICAL RESOUR I | $2,053 | 0.00% | 10 | 3 | 42.9% | $616 | 加仓 |
| GDXJ | VANECK ETF TRUST | $2,041 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $2,039 | 0.00% | 29 | -8 | -21.6% | -$562 | 减仓 |
| BBD | BANCO BRADESCO S A | $2,019 | 0.00% | 553 | 0 | 0.0% | — | 不变 |