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 |
|---|---|---|---|---|---|---|---|---|
| SPNT | SIRIUSPOINT LTD | $324 | 0.00% | 15 | 1 | 7.1% | $22 | 加仓 |
| PRGS | PROGRESS SOFTWARE CORP | $308 | 0.00% | 12 | -11 | -47.8% | -$282 | 减仓 |
| CLVT | CLARIVATE PLC | $297 | 0.00% | 117 | 1 | 0.9% | $3 | 加仓 |
| — | SELECT MED HLDGS CORP | $294 | 0.00% | 18 | -38 | -67.9% | -$621 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC | $288 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORP | $283 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC | $283 | 0.00% | 5 | 5 | — | $283 | 新建仓 |
| VNOM | VIPER ENERGY INC | $282 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| GLOB | GLOBANT S A | $277 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CNXC | CONCENTRIX CORP | $274 | 0.00% | 10 | -14 | -58.3% | -$384 | 减仓 |
| MGNI | MAGNITE INC | $274 | 0.00% | 23 | 9 | 64.3% | $107 | 加仓 |
| LYFT | LYFT INC | $266 | 0.00% | 20 | 20 | — | $266 | 新建仓 |
| MSTR | STRATEGY INC | $250 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| JJSF | J & J SNACK FOODS CORP | $241 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PGNY | PROGYNY INC | $238 | 0.00% | 14 | -13 | -48.1% | -$221 | 减仓 |
| CVLT | COMMVAULT SYS INC | $234 | 0.00% | 3 | -10 | -76.9% | -$780 | 减仓 |
| LKFN | LAKELAND FINL CORP | $230 | 0.00% | 4 | -6 | -60.0% | -$345 | 减仓 |
| SMPL | SIMPLY GOOD FOODS CO | $230 | 0.00% | 16 | -1 | -5.9% | -$14 | 减仓 |
| CLSK | CLEANSPARK INC | $222 | 0.00% | 26 | -14 | -35.0% | -$120 | 减仓 |
| — | DIGITALBRIDGE GROUP INC | $217 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $210 | 0.00% | 16 | -189 | -92.2% | -$2,481 | 减仓 |
| SYBT | STOCK YDS BANCORP INC | $200 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $194 | 0.00% | 15 | -7 | -31.8% | -$91 | 减仓 |
| DOCU | DOCUSIGN INC | $190 | 0.00% | 4 | -31 | -88.6% | -$1,472 | 减仓 |
| PAYO | PAYONEER GLOBAL INC | $184 | 0.00% | 38 | -13 | -25.5% | -$63 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC | $174 | 0.00% | 8 | -27 | -77.1% | -$587 | 减仓 |
| — | ORION PROPERTIES INC | $168 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| MCHB | MECHANICS BANCORP | $163 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| APPF | APPFOLIO INC | $158 | 0.00% | 1 | -8 | -88.9% | -$1,264 | 减仓 |
| BLKB | BLACKBAUD INC | $155 | 0.00% | 4 | -10 | -71.4% | -$388 | 减仓 |
| DNLI | DENALI THERAPEUTICS INC | $154 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| KMPR | KEMPER CORP | $153 | 0.00% | 5 | -25 | -83.3% | -$765 | 减仓 |
| — | LIBERTY BROADBAND CORP | $151 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $146 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BEAM | BEAM THERAPEUTICS INC | $143 | 0.00% | 6 | -13 | -68.4% | -$310 | 减仓 |
| CNA | CNA FINL CORP | $138 | 0.00% | 3 | -6 | -66.7% | -$276 | 减仓 |
| CVI | CVR ENERGY INC | $135 | 0.00% | 4 | -1 | -20.0% | -$34 | 减仓 |
| PRKS | UNITED PARKS & RESORTS INC | $131 | 0.00% | 4 | -3 | -42.9% | -$98 | 减仓 |
| GSHD | GOOSEHEAD INS INC | $128 | 0.00% | 3 | -6 | -66.7% | -$256 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $122 | 0.00% | 1 | -13 | -92.9% | -$1,586 | 减仓 |
| COTY | COTY INC | $113 | 0.00% | 56 | -148 | -72.5% | -$299 | 减仓 |
| ICLR | ICON PLC | $111 | 0.00% | 1 | -14 | -93.3% | -$1,554 | 减仓 |
| BAND | BANDWIDTH INC | $107 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IFS | INTERCORP FINL SVCS INC | $101 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LOB | LIVE OAK BANCSHARES INC | $100 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AMBP | ARDAGH METAL PACKAGING S A | $98 | 0.00% | 24 | -94 | -79.7% | -$384 | 减仓 |
| CALX | CALIX INC | $98 | 0.00% | 2 | -7 | -77.8% | -$343 | 减仓 |
| TCBK | TRICO BANCSHARES | $96 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HGTY | HAGERTY INC | $95 | 0.00% | 9 | -28 | -75.7% | -$296 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $95 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NBTB | NBT BANCORP INC | $86 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $75 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC | $75 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $73 | 0.00% | 8 | -163 | -95.3% | -$1,487 | 减仓 |
| WKC | WORLD KINECT CORPORATION | $70 | 0.00% | 3 | -20 | -87.0% | -$467 | 减仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $68 | 0.00% | 2 | -2 | -50.0% | -$68 | 减仓 |
| SEZL | SEZZLE INC | $64 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| XP | XP INC | $58 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HQH | ABRDN HEALTHCARE INVESTORS | $54 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $54 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | MCCORMICK & CO INC | $51 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| YELP | YELP INC | $50 | 0.00% | 2 | -36 | -94.7% | -$900 | 减仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $49 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CCU | COMPANIA CERVECERIAS UNIDAS | $46 | 0.00% | 4 | -41 | -91.1% | -$472 | 减仓 |
| EVCM | EVERCOMMERCE INC | $46 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ROCK | GIBRALTAR INDS INC | $40 | 0.00% | 1 | -33 | -97.1% | -$1,320 | 减仓 |
| — | GCI LIBERTY INC | $37 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VERX | VERTEX INC | $36 | 0.00% | 3 | -13 | -81.2% | -$156 | 减仓 |
| CMRE | COSTAMARE INC | $34 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $28 | 0.00% | 5 | -108 | -95.6% | -$605 | 减仓 |
| UPST | UPSTART HLDGS INC | $26 | 0.00% | 1 | -12 | -92.3% | -$312 | 减仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $19 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $18 | 0.00% | 3 | -60 | -95.2% | -$360 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $17 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC | $16 | 0.00% | 2 | -120 | -98.4% | -$960 | 减仓 |
| NCNO | NCINO INC | $15 | 0.00% | 1 | -27 | -96.4% | -$405 | 减仓 |
| — | AMARIN CORP PLC | $15 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DRVN | DRIVEN BRANDS HLDGS INC | $13 | 0.00% | 1 | -18 | -94.7% | -$234 | 减仓 |
| FA | FIRST ADVANTAGE CORP NEW | $12 | 0.00% | 1 | -1 | -50.0% | -$12 | 减仓 |
| STRZ | STARZ ENTERTAINMENT CORP. | $12 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HOPE | HOPE BANCORP INC | $12 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FVRR | FIVERR INTL LTD | $11 | 0.00% | 1 | 1 | — | $11 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $7 | 0.00% | 1 | -85 | -98.8% | -$595 | 减仓 |
| STGW | STAGWELL INC | $7 | 0.00% | 1 | -25 | -96.2% | -$175 | 减仓 |
| AMC | AMC ENTMT HLDGS INC | $7 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $7 | 0.00% | 1 | 1 | — | $7 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $5 | 0.00% | 1 | 1 | — | $5 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $3 | 0.00% | 0 | -349 | -100.0% | -$5,264 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -20,858 | -100.0% | -$164.38万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,544 | -100.0% | -$46.77万 | 清仓 |
| AVDE | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -1,845 | -100.0% | -$15.19万 | 清仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -1,015 | -100.0% | -$3.71万 | 清仓 |
| DTH | WISDOMTREE TR | $0 | 0.00% | 0 | -620 | -100.0% | -$3.20万 | 清仓 |
| INFY | INFOSYS LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -770 | -100.0% | -$2.61万 | 清仓 |
| EDV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -385 | -100.0% | -$2.50万 | 清仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -947 | -100.0% | -$2.38万 | 清仓 |
| — | GMO ETF TRUST | $0 | 0.00% | 0 | -800 | -100.0% | -$2.05万 | 清仓 |
| STUB | STUBHUB HLDGS INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$2.03万 | 清仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $0 | 0.00% | 0 | -1,636 | -100.0% | -$1.60万 | 清仓 |