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
— COSAN S A $8240.00%200 00.0% — 不变
CRVL CORVEL CORP $8200.00%15 -30-66.7% -$1,640 减仓
POOL POOL CORP $8100.00%4 -6-60.0% -$1,215 减仓
PEGA PEGASYSTEMS INC $8090.00%19 -56-74.7% -$2,384 减仓
GFL GFL ENVIRONMENTAL INC $7930.00%19 -22-53.7% -$918 减仓
SUPN INDIVIOR PHARMACEUTICALS INC $7930.00%26 26— $793 新建仓
CYTK CYTOKINETICS INC $7910.00%12 12— $791 新建仓
PRM PERIMETER SOLUTIONS INC $7820.00%32 -1-3.0% -$24 减仓
MQ MARQETA INC $7800.00%191 8783.7% $355 加仓
HMC HONDA MOTOR CO LTD $7780.00%32 -407-92.7% -$9,895 减仓
WING WINGSTOP INC $7750.00%5 -3-37.5% -$465 减仓
CAKE CHEESECAKE FACTORY INC $7670.00%14 00.0% — 不变
TNET TRINET GROUP INC $7660.00%21 11110.0% $401 加仓
GRAB GRAB HOLDINGS LIMITED $7620.00%208 00.0% — 不变
SBCF SEACOAST BKG CORP FLA $7580.00%25 1178.6% $334 加仓
BOX BOX INC $7570.00%32 -80-71.4% -$1,892 减仓
PCTY PAYLOCITY HLDG CORP $7570.00%7 -5-41.7% -$541 减仓
ADUS ADDUS HOMECARE CORP $7500.00%8 -4-33.3% -$375 减仓
ZG ZILLOW GROUP INC $7460.00%18 -26-59.1% -$1,078 减仓
CELH CELSIUS HLDGS INC $7460.00%21 -31-59.6% -$1,101 减仓
CIG CIA ENERGETICA DE MINAS GERA $7440.00%311 -274-46.8% -$655 减仓
HUBS HUBSPOT INC $7330.00%3 -5-62.5% -$1,222 减仓
AVAV AEROVIRONMENT INC $7330.00%4 00.0% — 不变
WY WEYERHAEUSER CO $7330.00%30 00.0% — 不变
RAMP LIVERAMP HLDGS INC $7170.00%27 -12-30.8% -$319 减仓
OI O-I GLASS INC $7150.00%68 -76-52.8% -$799 减仓
OSCR OSCAR HEALTH INC $7120.00%62 11.6% $11 加仓
NOG NORTHERN OIL & GAS INC $7110.00%24 -6-20.0% -$178 减仓
IRTC IRHYTHM HOLDINGS INC $7090.00%6 00.0% — 不变
ADMA ADMA BIOLOGICS INC $7030.00%78 68.3% $54 加仓
— CENTRAIS ELET BRAS SA $6990.00%64 00.0% — 不变
TMDX TRANSMEDICS GROUP INC $6960.00%7 375.0% $298 加仓
SAM BOSTON BEER INC $6920.00%3 2200.0% $461 加仓
TPG TPG INC $6890.00%17 -10-37.0% -$405 减仓
JHX JAMES HARDIE INDS PLC $6820.00%36 00.0% — 不变
DQ DAQO NEW ENERGY CORP $6810.00%32 00.0% — 不变
NSIT INSIGHT ENTERPRISES INC $6710.00%10 -9-47.4% -$604 减仓
— MISTER CAR WASH INC $6630.00%95 61179.4% $426 加仓
CENT CENTRAL GARDEN & PET CO $6620.00%18 428.6% $147 加仓
VRRM VERRA MOBILITY CORP $6580.00%46 -106-69.7% -$1,516 减仓
WK WORKIVA INC $6560.00%11 -11-50.0% -$656 减仓
— TIDAL TRUST II $6490.00%50 00.0% — 不变
KNTK KINETIK HOLDINGS INC $6300.00%13 -9-40.9% -$436 减仓
CPB THE CAMPBELLS COMPANY $6240.00%28 -106-79.1% -$2,362 减仓
UHAL U HAUL HOLDING COMPANY $6220.00%13 -13-50.0% -$622 减仓
— SUPERNUS PHARMACEUTICALS $6210.00%12 00.0% — 不变
— AVALON HLDGS CORP $6200.00%239 00.0% — 不变
GEF/B GREIF INC $6170.00%7 -8-53.3% -$705 减仓
SKM SK TELECOM CO LTD $6160.00%21 -101-82.8% -$2,963 减仓
WSC WILLSCOT HLDGS CORP $6080.00%35 -1-2.8% -$17 减仓
NBR NABORS INDUSTRIES LTD $6030.00%7 00.0% — 不变
LGND LIGAND PHARMACEUTICALS INC $5990.00%3 00.0% — 不变
QSR RESTAURANT BRANDS INTL INC $5920.00%8 -69-89.6% -$5,106 减仓
CRGY CRESCENT ENERGY COMPANY $5810.00%43 -20-31.7% -$270 减仓
TGLS TECNOGLASS INC $5800.00%13 -18-58.1% -$803 减仓
FIG FIGMA INC $5710.00%27 00.0% — 不变
ACLS AXCELIS TECHNOLOGIES INC $5590.00%6 -4-40.0% -$373 减仓
IRDM IRIDIUM COMMUNICATIONS INC $5550.00%20 00.0% — 不变
VSEC VSE CORP $5540.00%3 2200.0% $369 加仓
EFSC ENTERPRISE FINL SVCS CORP $5420.00%10 00.0% — 不变
DLR DIGITAL RLTY TR INC $5410.00%3 00.0% — 不变
BVN COMPANIA DE MINAS BUENAVENTU $5410.00%15 00.0% — 不变
RYN RAYONIER INC $5370.00%26 00.0% — 不变
RHI ROBERT HALF INC. $5340.00%21 00.0% — 不变
SYM SYMBOTIC INC $5320.00%10 00.0% — 不变
GME GAMESTOP CORP $5300.00%23 00.0% — 不变
RUN SUNRUN INC $5290.00%39 411.4% $54 加仓
COMP COMPASS INC $5270.00%72 00.0% — 不变
HUM HUMANA INC $5220.00%3 -34-91.9% -$5,916 减仓
BWLP BW LPG LTD $5220.00%30 -66-68.8% -$1,148 减仓
VIS VANGUARD WORLD FD $5200.00%2 -36-94.7% -$9,360 重新持有
WHR WHIRLPOOL CORP $4860.00%9 -4-30.8% -$216 减仓
MNSO MINISO GROUP HLDG LTD $4860.00%30 -16-34.8% -$259 减仓
ACWV ISHARES INC $4790.00%4 00.0% — 不变
EOSE EOS ENERGY ENTERPRISES INC $4770.00%96 3045.5% $149 加仓
VICI VICI PPTYS INC $4650.00%17 17— $465 新建仓
SMTC SEMTECH CORP $4620.00%6 00.0% — 不变
VTS VITESSE ENERGY INC $4540.00%25 00.0% — 不变
NIO NIO INC $4530.00%75 00.0% — 不变
GWRE GUIDEWIRE SOFTWARE INC $4490.00%3 -18-85.7% -$2,694 减仓
— PLDT INC $4420.00%21 -48-69.6% -$1,010 减仓
BCE BCE INC $4300.00%17 00.0% — 不变
CIGI COLLIERS INTL GROUP INC $4280.00%4 -1-20.0% -$107 减仓
ELF E L F BEAUTY INC $4250.00%7 4133.3% $243 加仓
LOAR LOAR HOLDINGS INC $4020.00%7 -1-12.5% -$57 减仓
FMC FMC CORP $3980.00%23 00.0% — 不变
EFOR ASGN INC $3880.00%10 00.0% — 不变
HMN HORACE MANN EDUCATORS CORP N $3850.00%9 -12-57.1% -$513 减仓
LION LIONSGATE STUDIOS CORP $3840.00%40 00.0% — 不变
HURN HURON CONSULTING GROUP INC $3830.00%3 150.0% $128 加仓
MBC MASTERBRAND INC $3740.00%45 00.0% — 不变
GLIBK GCI LIBERTY INC $3730.00%10 00.0% — 不变
STC STEWART INFORMATION SVCS COR $3700.00%6 -3-33.3% -$185 减仓
SPB SPECTRUM BRANDS HOLDINGS INC $3690.00%5 -4-44.4% -$295 减仓
— VALARIS LTD $3680.00%23 -7-23.3% -$112 减仓
QLYS QUALYS INC $3520.00%4 -13-76.5% -$1,144 减仓
SUZ SUZANO S A $3510.00%35 -80-69.6% -$802 减仓
TEAM ATLASSIAN CORPORATION $3420.00%5 -12-70.6% -$821 减仓
AMSC AMERICAN SUPERCONDUCTOR CORP $3390.00%10 00.0% — 不变
STEP STEPSTONE GROUP INC $3350.00%7 00.0% — 不变