13F 机构持仓

JFS WEALTH ADVISORS, LLC

HERMITAGE PA · SEC CIK 0001568068

2026Q22026Q1 更早 9 个季度 🔒
$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
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 8.8%
DFAX 7.1%
DFUS 5.4%
IWB 4.0%
AGG 3.9%
IVV 3.2%
BRK/B 2.8%
IJH 2.7%
MUB 2.3%
VTEB 2.3%

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
EXPO EXPONENT INC $1,3710.00%21 -3-12.5% -$196 减仓
LNTH LANTHEUS HLDGS INC $1,3660.00%18 -4-18.2% -$304 减仓
LFST LIFESTANCE HEALTH GROUP INC $1,3640.00%214 136.5% $83 加仓
IPAR INTERPARFUMS INC $1,3630.00%15 -3-16.7% -$273 减仓
BIRK BIRKENSTOCK HOLDING PLC $1,3620.00%38 19100.0% $681 加仓
TOWN TOWNEBANK PORTSMOUTH VA $1,3510.00%40 -19-32.2% -$642 减仓
CENX CENTURY ALUM CO $1,3500.00%23 23— $1,350 新建仓
BANR BANNER CORP $1,3350.00%22 00.0% — 不变
SYNA SYNAPTICS INC $1,3310.00%19 00.0% — 不变
ROKU ROKU INC $1,3250.00%14 -485-97.2% -$4.59万 减仓
WAFD WAFD INC $1,3190.00%42 -14-25.0% -$440 减仓
LZB LA Z BOY INC $1,3180.00%41 00.0% — 不变
FRME FIRST MERCHANTS CORP $1,3170.00%34 -13-27.7% -$504 减仓
IOSP INNOSPEC INC $1,3150.00%18 13260.0% $950 加仓
TPC TUTOR PERINI CORP $1,3130.00%17 9112.5% $695 加仓
SLVM SYLVAMO CORP $1,3100.00%31 00.0% — 不变
CAL CALERES INC $1,3070.00%124 00.0% — 不变
AMRX AMNEAL PHARMACEUTICALS INC $1,3060.00%105 11.0% $12 加仓
RNG RINGCENTRAL INC $1,3020.00%35 -2-5.4% -$74 减仓
DT DYNATRACE INC $1,2950.00%35 -67-65.7% -$2,479 减仓
ICUI ICU MED INC $1,2920.00%10 -3-23.1% -$388 减仓
KRYS KRYSTAL BIOTECH INC $1,2920.00%5 266.7% $517 加仓
XRAY DENTSPLY SIRONA INC $1,2880.00%111 76217.1% $882 加仓
ULS UL SOLUTIONS INC $1,2860.00%15 00.0% — 不变
JD JD.COM INC $1,2720.00%43 00.0% — 不变
CWT CALIFORNIA WTR SVC GROUP $1,2700.00%28 -7-20.0% -$318 减仓
JBLU JETBLUE AIRWAYS CORP $1,2650.00%286 -17-5.6% -$75 减仓
TBBK BANCORP INC DEL $1,2360.00%23 -1-4.2% -$54 减仓
ITGR INTEGER HLDGS CORP $1,2320.00%14 -16-53.3% -$1,408 减仓
HWKN HAWKINS INC $1,2290.00%8 233.3% $307 加仓
WDFC WD 40 CO $1,2240.00%6 -3-33.3% -$612 减仓
RIOT RIOT PLATFORMS INC $1,2240.00%99 4376.8% $532 加仓
WS WORTHINGTON STL INC $1,2140.00%40 00.0% — 不变
CSGP COSTAR GROUP INC $1,2110.00%30 -88-74.6% -$3,552 减仓
SNN SMITH & NEPHEW PLC $1,2080.00%38 -9-19.1% -$286 减仓
CCS CENTURY COMMUNITIES INC $1,2050.00%21 -2-8.7% -$115 减仓
HHH HOWARD HUGHES HOLDINGS INC $1,2020.00%19 -206-91.6% -$1.30万 减仓
CNS COHEN & STEERS INC $1,1890.00%19 646.2% $375 加仓
LEN/B LENNAR CORP $1,1780.00%14 00.0% — 不变
WDAY WORKDAY INC $1,1700.00%9 -39-81.2% -$5,070 减仓
TFSL TFS FINL CORP $1,1670.00%83 -55-39.9% -$773 减仓
KYMR KYMERA THERAPEUTICS INC $1,1670.00%14 -2-12.5% -$167 减仓
CHE CHEMED CORP NEW $1,1340.00%3 -3-50.0% -$1,134 减仓
APAM ARTISAN PARTNERS ASSET MGMT $1,1290.00%31 -14-31.1% -$510 减仓
LBTYK LIBERTY GLOBAL LTD $1,1270.00%96 -30-23.8% -$352 减仓
AZZ AZZ INC $1,1270.00%9 228.6% $250 加仓
CGNX COGNEX CORP $1,1270.00%23 964.3% $441 加仓
DKNG DRAFTKINGS INC NEW $1,1250.00%52 -49-48.5% -$1,060 减仓
— ATKORE INC $1,1200.00%19 -13-40.6% -$766 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $1,1190.00%19 19— $1,119 新建仓
EQX EQUINOX GOLD CORP $1,1140.00%77 77— $1,114 新建仓
ROAD CONSTRUCTION PARTNERS INC $1,1120.00%10 -8-44.4% -$890 减仓
CENTA CENTRAL GARDEN & PET CO $1,1030.00%34 -11-24.4% -$357 减仓
PII POLARIS INC $1,0900.00%20 -17-45.9% -$926 减仓
ELPC COMPANHIA PARANAENSE DE ENER $1,0870.00%91 -3-3.2% -$36 减仓
STRA STRATEGIC ED INC $1,0790.00%13 -9-40.9% -$747 减仓
TFX TELEFLEX INCORPORATED $1,0770.00%9 -63-87.5% -$7,539 减仓
— CLEARWAY ENERGY INC $1,0580.00%27 00.0% — 不变
HTO H2O AMERICA $1,0570.00%18 -2-10.0% -$117 减仓
VIST VISTA ENERGY S.A.B. DE C.V. $1,0570.00%14 -1-6.7% -$76 减仓
RNST RENASANT CORP $1,0480.00%29 -21-42.0% -$759 减仓
OGN ORGANON & CO $1,0430.00%174 -80-31.5% -$480 减仓
BAX BAXTER INTL INC $1,0430.00%62 00.0% — 不变
SLAB SILICON LABORATORIES INC $1,0410.00%5 3150.0% $625 加仓
CHH CHOICE HOTELS INTL INC $1,0350.00%10 00.0% — 不变
OMAB GRUPO AEROPORTUARIO DEL CENT $1,0330.00%9 00.0% — 不变
SFNC SIMMONS FIRST NATL CORP $1,0190.00%52 -75-59.1% -$1,470 减仓
AMTM AMENTUM HOLDINGS INC $1,0180.00%39 1244.4% $313 加仓
IOT SAMSARA INC $1,0150.00%32 -21-39.6% -$666 减仓
— CARNIVAL PLC $1,0060.00%39 00.0% — 不变
CHWY CHEWY INC $9990.00%37 -19-33.9% -$513 减仓
LEVI LEVI STRAUSS & CO NEW $9990.00%54 00.0% — 不变
PACS PACS GROUP INC $9960.00%31 31— $996 新建仓
WLY WILEY JOHN & SONS INC $9910.00%26 -7-21.2% -$267 减仓
AORT ARTIVION INC $9890.00%27 00.0% — 不变
GGB GERDAU SA $9860.00%273 00.0% — 不变
UA UNDER ARMOUR INC $9850.00%170 125277.8% $724 加仓
SHAK SHAKE SHACK INC $9740.00%11 457.1% $354 加仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $9700.00%21 -30-58.8% -$1,386 减仓
VISN VISTANCE NETWORKS INC $9650.00%53 11.9% $18 加仓
NATL NCR ATLEOS CORPORATION $9590.00%22 00.0% — 不变
RKT ROCKET COS INC $9550.00%67 2559.5% $356 加仓
SM SM ENERGY COMPANY $9360.00%30 00.0% — 不变
TALO TALOS ENERGY INC $9150.00%58 11.8% $16 加仓
ALRM ALARM COM HLDGS INC $9070.00%21 -1-4.5% -$43 减仓
ANGX ANGEL STUDIOS INC $8970.00%294 00.0% — 不变
WB WEIBO CORP $8750.00%100 00.0% — 不变
UAA UNDER ARMOUR INC $8750.00%148 110289.5% $650 加仓
RYTM RHYTHM PHARMACEUTICALS INC $8700.00%10 00.0% — 不变
FDS FACTSET RESH SYS INC $8680.00%4 -179-97.8% -$3.88万 减仓
LEU CENTRUS ENERGY CORP $8680.00%5 125.0% $174 加仓
EEFT EURONET WORLDWIDE INC $8630.00%13 -16-55.2% -$1,062 减仓
CORT CORCEPT THERAPEUTICS INC $8470.00%21 -52-71.2% -$2,097 减仓
MORN MORNINGSTAR INC $8460.00%5 -17-77.3% -$2,876 减仓
AVA AVISTA CORP $8430.00%21 -33-61.1% -$1,325 减仓
VCYT VERACYTE INC $8380.00%26 313.0% $97 加仓
OLED UNIVERSAL DISPLAY CORP $8250.00%9 -14-60.9% -$1,283 减仓
SAH SONIC AUTOMOTIVE INC $8250.00%12 -3-20.0% -$206 减仓
ALG ALAMO GROUP INC $8250.00%5 00.0% — 不变
MSGE MADISON SQUARE GARDEN ENTMT $8250.00%14 00.0% — 不变