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 |
|---|---|---|---|---|---|---|---|---|
| ICUI | ICU MED INC | $2,053 | 0.00% | 14 | 4 | 40.0% | $587 | 加仓 |
| GFF | GRIFFON CORP | $2,049 | 0.00% | 21 | 1 | 5.0% | $98 | 加仓 |
| DES | WISDOMTREE TR | $2,034 | 0.00% | 50 | -84 | -62.7% | -$3,417 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP | $2,032 | 0.00% | 89 | 37 | 71.2% | $845 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $2,018 | 0.00% | 30 | -843 | -96.6% | -$5.67万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $2,014 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $2,011 | 0.00% | 49 | 23 | 88.5% | $944 | 加仓 |
| WSBC | WESBANCO INC | $2,002 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| FBK | FB FINL CORP | $1,993 | 0.00% | 36 | 4 | 12.5% | $221 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $1,980 | 0.00% | 12 | 2 | 20.0% | $330 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $1,962 | 0.00% | 89 | 89 | — | $1,962 | 新建仓 |
| — | ORLA MNG LTD NEW | $1,958 | 0.00% | 200 | 200 | — | $1,958 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $1,954 | 0.00% | 341 | 55 | 19.2% | $315 | 加仓 |
| SHC | SOTERA HEALTH CO | $1,953 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| CGBD | CARLYLE SECURED LENDING INC | $1,948 | 0.00% | 179 | 179 | — | $1,948 | 新建仓 |
| NOVT | NOVANTA INC | $1,947 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CENTA | CENTRAL GARDEN & PET CO | $1,939 | 0.00% | 50 | 16 | 47.1% | $620 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $1,937 | 0.00% | 188 | 188 | — | $1,937 | 新建仓 |
| RHI | ROBERT HALF INC. | $1,935 | 0.00% | 63 | 42 | 200.0% | $1,290 | 加仓 |
| BBD | BANCO BRADESCO S A | $1,919 | 0.00% | 553 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $1,907 | 0.00% | 100 | 100 | — | $1,907 | 新建仓 |
| CAE | CAE INC | $1,905 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| IAG | IAMGOLD CORP | $1,885 | 0.00% | 119 | 119 | — | $1,885 | 新建仓 |
| GME | GAMESTOP CORP | $1,877 | 0.00% | 85 | 62 | 269.6% | $1,369 | 加仓 |
| IOSP | INNOSPEC INC | $1,872 | 0.00% | 23 | 5 | 27.8% | $407 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $1,869 | 0.00% | 20 | 6 | 42.9% | $561 | 加仓 |
| CRK | COMSTOCK RES INC | $1,865 | 0.00% | 125 | -97 | -43.7% | -$1,447 | 减仓 |
| BANR | BANNER CORP | $1,861 | 0.00% | 28 | 6 | 27.3% | $399 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $1,854 | 0.00% | 52 | 20 | 62.5% | $713 | 加仓 |
| HWKN | HAWKINS INC | $1,848 | 0.00% | 13 | 5 | 62.5% | $711 | 加仓 |
| LZB | LA Z BOY INC | $1,846 | 0.00% | 46 | 5 | 12.2% | $201 | 加仓 |
| LADR | LADDER CAP CORP | $1,843 | 0.00% | 181 | 181 | — | $1,843 | 新建仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $1,841 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP | $1,835 | 0.00% | 52 | 4 | 8.3% | $141 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $1,832 | 0.00% | 207 | 79 | 61.7% | $699 | 加仓 |
| PRK | PARK NATL CORP | $1,830 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VSEC | VSE CORP | $1,828 | 0.00% | 8 | 5 | 166.7% | $1,142 | 加仓 |
| — | ATKORE INC | $1,825 | 0.00% | 24 | 5 | 26.3% | $380 | 加仓 |
| TTEK | TETRA TECH INC NEW | $1,821 | 0.00% | 63 | -52 | -45.2% | -$1,503 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $1,817 | 0.00% | 50 | 10 | 25.0% | $363 | 加仓 |
| MGRC | MCGRATH RENTCORP | $1,816 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $1,815 | 0.00% | 14 | -13 | -48.1% | -$1,685 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $1,813 | 0.00% | 25 | 17 | 212.5% | $1,233 | 加仓 |
| LYFT | LYFT INC | $1,812 | 0.00% | 124 | 104 | 520.0% | $1,520 | 加仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $1,795 | 0.00% | 168 | 168 | — | $1,795 | 新建仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $1,787 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $1,777 | 0.00% | 128 | 7 | 5.8% | $97 | 加仓 |
| TBBK | BANCORP INC DEL | $1,754 | 0.00% | 28 | 5 | 21.7% | $313 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $1,750 | 0.00% | 22 | 8 | 57.1% | $636 | 加仓 |
| — | LXP INDUSTRIAL TRUST | $1,747 | 0.00% | 32 | 32 | — | $1,747 | 新建仓 |
| PINS | PINTEREST INC | $1,746 | 0.00% | 83 | -20 | -19.4% | -$421 | 减仓 |
| NATL | NCR ATLEOS CORPORATION | $1,737 | 0.00% | 40 | 18 | 81.8% | $782 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1,705 | 0.00% | 44 | -137 | -75.7% | -$5,309 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $1,692 | 0.00% | 35 | 22 | 169.2% | $1,064 | 加仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $1,683 | 0.00% | 66 | 66 | — | $1,683 | 新建仓 |
| — | TEMPLETON EMERGING MKTS INCO | $1,679 | 0.00% | 249 | 249 | — | $1,679 | 新建仓 |
| GDXJ | VANECK ETF TRUST | $1,671 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BILL | BILL HOLDINGS INC | $1,664 | 0.00% | 46 | -4 | -8.0% | -$145 | 减仓 |
| MAC | MACERICH CO | $1,663 | 0.00% | 66 | 66 | — | $1,663 | 新建仓 |
| ABEV | AMBEV SA | $1,662 | 0.00% | 529 | -20 | -3.6% | -$63 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $1,658 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $1,656 | 0.00% | 60 | 60 | — | $1,656 | 新建仓 |
| RLI | RLI CORP | $1,654 | 0.00% | 28 | -10 | -26.3% | -$591 | 减仓 |
| — | REIN THERAPEUTICS INC | $1,654 | 0.00% | 1,590 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $1,652 | 0.00% | 167 | 159 | 1,987.5% | $1,573 | 加仓 |
| ASH | ASHLAND INC | $1,648 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $1,645 | 0.00% | 101 | 101 | — | $1,645 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $1,641 | 0.00% | 152 | 152 | — | $1,641 | 新建仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $1,641 | 0.00% | 69 | 69 | — | $1,641 | 新建仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $1,636 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $1,630 | 0.00% | 49 | 24 | 96.0% | $798 | 加仓 |
| TIMB | TIM S A | $1,628 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| SDRL | SEADRILL LTD | $1,627 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $1,623 | 0.00% | 721 | -1,257 | -63.5% | -$2,830 | 重新持有 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $1,622 | 0.00% | 109 | 109 | — | $1,622 | 新建仓 |
| XME | SPDR SERIES TRUST | $1,607 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| KYMR | KYMERA THERAPEUTICS INC | $1,606 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $1,603 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $1,581 | 0.00% | 36 | 1 | 2.9% | $44 | 加仓 |
| SKT | TANGER INC | $1,579 | 0.00% | 40 | 40 | — | $1,579 | 新建仓 |
| PACS | PACS GROUP INC | $1,578 | 0.00% | 37 | 6 | 19.4% | $256 | 加仓 |
| — | CALAMOS DYNAMIC CONV & INCOM | $1,572 | 0.00% | 61 | 61 | — | $1,572 | 新建仓 |
| SID | COMPANHIA SIDERURGICA NACION | $1,571 | 0.00% | 1,716 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC | $1,566 | 0.00% | 245 | 97 | 65.5% | $620 | 加仓 |
| KT | KT CORP | $1,556 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1,549 | 0.00% | 19 | 19 | — | $1,549 | 新建仓 |
| WS | WORTHINGTON STL INC | $1,545 | 0.00% | 46 | 6 | 15.0% | $202 | 加仓 |
| NMRK | NEWMARK GROUP INC | $1,542 | 0.00% | 102 | -12 | -10.5% | -$181 | 减仓 |
| BOX | BOX INC | $1,540 | 0.00% | 58 | 26 | 81.2% | $690 | 加仓 |
| MXL | MAXLINEAR INC | $1,537 | 0.00% | 12 | 12 | — | $1,537 | 新建仓 |
| CAL | CALERES INC | $1,534 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| WLK | WESTLAKE CORPORATION | $1,533 | 0.00% | 21 | -9 | -30.0% | -$657 | 减仓 |
| GPOR | GULFPORT ENERGY CORP | $1,528 | 0.00% | 9 | -7 | -43.8% | -$1,188 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $1,506 | 0.00% | 89 | 89 | — | $1,506 | 新建仓 |
| COMP | COMPASS INC | $1,505 | 0.00% | 122 | 50 | 69.4% | $617 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $1,486 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ETG | EATON VANCE TX ADV GLBL DIV | $1,484 | 0.00% | 63 | 63 | — | $1,484 | 新建仓 |
| MKTX | MARKETAXESS HLDGS INC | $1,476 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC | $1,468 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| USLM | UNITED STS LIME & MINERALS I | $1,466 | 0.00% | 14 | 1 | 7.7% | $105 | 加仓 |