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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $226.47万 | 0.13% | 7,287 | -203 | -2.7% | -$6.31万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $225.45万 | 0.13% | 23,989 | -637 | -2.6% | -$5.99万 | 减仓 |
| EEM | ISHARES TR | $217.13万 | 0.12% | 38,234 | 2,384 | 6.6% | $13.54万 | 加仓 |
| VO | VANGUARD INDEX FDS | $215.55万 | 0.12% | 7,506 | 70 | 0.9% | $2.01万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $212.79万 | 0.12% | 10,226 | -179 | -1.7% | -$3.72万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $212.47万 | 0.12% | 7,223 | -195 | -2.6% | -$5.74万 | 减仓 |
| HD | HOME DEPOT INC | $211.17万 | 0.12% | 6,421 | -264 | -3.9% | -$8.68万 | 减仓 |
| — | HONEYWELL INTL INC | $211.07万 | 0.12% | 9,338 | -158 | -1.7% | -$3.57万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $208.42万 | 0.12% | 71,671 | -1,170 | -1.6% | -$3.40万 | 减仓 |
| REET | ISHARES TR | $199.74万 | 0.11% | 79,420 | 30 | 0.0% | $754 | 加仓 |
| GLD | SPDR GOLD TR | $189.80万 | 0.11% | 4,411 | -589 | -11.8% | -$25.34万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $187.06万 | 0.10% | 35,441 | -1,641 | -4.4% | -$8.66万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $186.14万 | 0.10% | 72,599 | 174 | 0.2% | $4,461 | 加仓 |
| SPTM | SPDR SERIES TRUST | $184.31万 | 0.10% | 23,312 | 16 | 0.1% | $1,265 | 加仓 |
| EFV | ISHARES TR | $182.08万 | 0.10% | 24,490 | 23,157 | 1,737.2% | $172.17万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $179.67万 | 0.10% | 25,259 | -586 | -2.3% | -$4.17万 | 减仓 |
| PAVE | GLOBAL X FDS | $176.33万 | 0.10% | 34,703 | -1,187 | -3.3% | -$6.03万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $175.30万 | 0.10% | 56,621 | -817 | -1.4% | -$2.53万 | 减仓 |
| TJX | TJX COS INC NEW | $174.25万 | 0.10% | 10,911 | -113 | -1.0% | -$1.80万 | 减仓 |
| DOL | WISDOMTREE TR | $174.19万 | 0.10% | 25,621 | 210 | 0.8% | $1.43万 | 加仓 |
| GOVT | ISHARES TR | $170.33万 | 0.10% | 74,347 | 74,347 | — | $170.33万 | 新建仓 |
| TLH | ISHARES TR | $166.96万 | 0.09% | 16,577 | -845 | -4.9% | -$8.51万 | 减仓 |
| T | AT&T INC | $166.83万 | 0.09% | 57,546 | -868 | -1.5% | -$2.52万 | 减仓 |
| QUAL | ISHARES TR | $161.37万 | 0.09% | 8,413 | 28 | 0.3% | $5,371 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $159.33万 | 0.09% | 3,908 | 880 | 29.1% | $35.88万 | 加仓 |
| CSCO | CISCO SYS INC | $158.29万 | 0.09% | 20,401 | -143 | -0.7% | -$1.11万 | 减仓 |
| MBB | ISHARES TR | $156.76万 | 0.09% | 16,510 | 16,510 | — | $156.76万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $155.91万 | 0.09% | 34,175 | 68 | 0.2% | $3,102 | 加仓 |
| V | VISA INC | $152.09万 | 0.09% | 5,032 | -302 | -5.7% | -$9.13万 | 减仓 |
| META | META PLATFORMS INC | $143.97万 | 0.08% | 2,516 | -104 | -4.0% | -$5.95万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $140.63万 | 0.08% | 128,082 | 42 | 0.0% | $461 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $139.83万 | 0.08% | 10,109 | 174 | 1.8% | $2.41万 | 加仓 |
| — | INVESCO QUALITY MUN INCOME T | $139.33万 | 0.08% | 144,837 | 181 | 0.1% | $1,741 | 加仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $138.82万 | 0.08% | 145,969 | 183 | 0.1% | $1,740 | 加仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $138.29万 | 0.08% | 145,266 | 183 | 0.1% | $1,742 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $137.95万 | 0.08% | 122,844 | 54 | 0.0% | $606 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $137.01万 | 0.08% | 29,207 | -335 | -1.1% | -$1.57万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $136.44万 | 0.08% | 118,640 | 53 | 0.0% | $610 | 加仓 |
| EFG | ISHARES TR | $136.32万 | 0.08% | 12,240 | 10,533 | 617.0% | $117.31万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $135.87万 | 0.08% | 4,495 | 7 | 0.2% | $2,116 | 加仓 |
| EIM | EATON VANCE MUN BD FD | $134.27万 | 0.08% | 137,434 | -225 | -0.2% | -$2,198 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $133.00万 | 0.07% | 21,121 | -299 | -1.4% | -$1.88万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $127.10万 | 0.07% | 35,090 | -5,757 | -14.1% | -$20.85万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $126.86万 | 0.07% | 17,195 | 7,475 | 76.9% | $55.15万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $126.62万 | 0.07% | 2,053 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $125.53万 | 0.07% | 12,227 | 223 | 1.9% | $2.29万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $124.43万 | 0.07% | 16,569 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $122.05万 | 0.07% | 6,623 | -3,874 | -36.9% | -$71.39万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $118.79万 | 0.07% | 36,052 | -3,963 | -9.9% | -$13.06万 | 减仓 |
| PFE | PFIZER INC | $117.92万 | 0.07% | 41,994 | -1,799 | -4.1% | -$5.05万 | 减仓 |
| DE | DEERE & CO | $114.91万 | 0.06% | 2,040 | -239 | -10.5% | -$13.46万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $114.07万 | 0.06% | 2,463 | 117 | 5.0% | $5.42万 | 加仓 |
| SHYG | ISHARES TR | $111.95万 | 0.06% | 26,459 | 364 | 1.4% | $1.54万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $109.92万 | 0.06% | 8,386 | -44 | -0.5% | -$5,767 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $108.33万 | 0.06% | 11,556 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $107.80万 | 0.06% | 5,617 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $107.25万 | 0.06% | 3,174 | 1,889 | 147.0% | $63.83万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $107.09万 | 0.06% | 10,715 | 1,960 | 22.4% | $19.59万 | 加仓 |
| MTUM | ISHARES TR | $106.20万 | 0.06% | 4,425 | 4,387 | 11,544.7% | $105.28万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $106.02万 | 0.06% | 9,200 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $105.48万 | 0.06% | 3,408 | -88 | -2.5% | -$2.72万 | 减仓 |
| IUSV | ISHARES TR | $102.90万 | 0.06% | 10,064 | 3 | 0.0% | $307 | 加仓 |
| DTD | WISDOMTREE TR | $100.55万 | 0.06% | 11,643 | -485 | -4.0% | -$4.19万 | 减仓 |
| DIS | DISNEY WALT CO | $100.45万 | 0.06% | 10,422 | -523 | -4.8% | -$5.04万 | 减仓 |
| IAGG | ISHARES TR | $99.76万 | 0.06% | 19,937 | 19,937 | — | $99.76万 | 新建仓 |
| FLOT | ISHARES TR | $95.81万 | 0.05% | 18,805 | 939 | 5.3% | $4.78万 | 加仓 |
| IWO | ISHARES TR | $92.49万 | 0.05% | 2,947 | 90 | 3.2% | $2.82万 | 加仓 |
| UBS | UBS GROUP AG | $92.17万 | 0.05% | 23,592 | -2,100 | -8.2% | -$8.20万 | 减仓 |
| FNB | F N B CORP | $89.90万 | 0.05% | 53,769 | 22 | 0.0% | $368 | 加仓 |
| FDX | FEDEX CORP | $89.51万 | 0.05% | 2,511 | -53 | -2.1% | -$1.89万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $87.05万 | 0.05% | 13,939 | 3 | 0.0% | $187 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $86.85万 | 0.05% | 20,571 | 13 | 0.1% | $549 | 加仓 |
| SDY | SPDR SERIES TRUST | $86.84万 | 0.05% | 5,951 | 1 | 0.0% | $146 | 加仓 |
| ETN | EATON CORP PLC | $84.27万 | 0.05% | 2,356 | -9 | -0.4% | -$3,219 | 减仓 |
| IDEV | ISHARES TR | $84.26万 | 0.05% | 10,083 | -35,085 | -77.7% | -$293.19万 | 减仓 |
| BAC | BANK AMERICA CORP | $83.08万 | 0.05% | 17,042 | -2,869 | -14.4% | -$13.99万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $82.70万 | 0.05% | 28,664 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $81.77万 | 0.05% | 15,746 | 9,356 | 146.4% | $48.59万 | 加仓 |
| BA | BOEING CO | $81.15万 | 0.05% | 4,077 | -474 | -10.4% | -$9.43万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $81.01万 | 0.05% | 2,397 | -39 | -1.6% | -$1.32万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $80.98万 | 0.05% | 1,187 | -11 | -0.9% | -$7,505 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $80.62万 | 0.05% | 34,721 | 1,933 | 5.9% | $4.49万 | 加仓 |
| TXN | TEXAS INSTRS INC | $79.87万 | 0.04% | 4,114 | -187 | -4.3% | -$3.63万 | 减仓 |
| IAU | ISHARES GOLD TR | $79.33万 | 0.04% | 8,998 | -5,126 | -36.3% | -$45.19万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $77.92万 | 0.04% | 9,416 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO EXCH TRADED FD TR II | $77.67万 | 0.04% | 11,112 | -979 | -8.1% | -$6.84万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $76.13万 | 0.04% | 18,540 | 18,540 | — | $76.13万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $75.56万 | 0.04% | 8,518 | -104 | -1.2% | -$9,225 | 减仓 |
| RTX | RTX CORPORATION | $75.26万 | 0.04% | 3,902 | -163 | -4.0% | -$3.14万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $74.61万 | 0.04% | 22,803 | 22,803 | — | $74.61万 | 新建仓 |
| NVS | NOVARTIS AG | $74.46万 | 0.04% | 4,875 | -47 | -1.0% | -$7,179 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $74.26万 | 0.04% | 15,456 | 889 | 6.1% | $4.27万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $74.21万 | 0.04% | 5,668 | -169 | -2.9% | -$2.21万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $73.03万 | 0.04% | 2,545 | 5 | 0.2% | $1,435 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $72.76万 | 0.04% | 20,335 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $72.61万 | 0.04% | 4,389 | -117 | -2.6% | -$1.94万 | 减仓 |
| TSLA | TESLA INC | $71.54万 | 0.04% | 1,924 | -31 | -1.6% | -$1.15万 | 减仓 |
| F | FORD MTR CO | $71.22万 | 0.04% | 61,720 | 292 | 0.5% | $3,370 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $69.26万 | 0.04% | 2,480 | -14 | -0.6% | -$3,910 | 减仓 |
| LLY | ELI LILLY & CO | $68.73万 | 0.04% | 747 | -19 | -2.5% | -$1.75万 | 减仓 |