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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $67.41万 | 0.04% | 4,733 | -31 | -0.7% | -$4,415 | 减仓 |
| IYW | ISHARES TR | $67.31万 | 0.04% | 3,710 | -114 | -3.0% | -$2.07万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $67.02万 | 0.04% | 13,351 | -1,746 | -11.6% | -$8.76万 | 减仓 |
| VHT | VANGUARD WORLD FD | $66.95万 | 0.04% | 2,459 | -219 | -8.2% | -$5.96万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $66.70万 | 0.04% | 8,136 | -210 | -2.5% | -$1.72万 | 减仓 |
| VLO | VALERO ENERGY CORP | $65.93万 | 0.04% | 2,668 | 2,014 | 308.0% | $49.77万 | 加仓 |
| USB | US BANCORP | $64.13万 | 0.04% | 12,325 | -749 | -5.7% | -$3.90万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $64.09万 | 0.04% | 6,200 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $62.23万 | 0.03% | 4,254 | -79 | -1.8% | -$1.16万 | 减仓 |
| IWN | ISHARES TR | $61.52万 | 0.03% | 3,245 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $59.67万 | 0.03% | 2,319 | 562 | 32.0% | $14.46万 | 加仓 |
| VGT | VANGUARD WORLD FD | $59.52万 | 0.03% | 853 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $59.43万 | 0.03% | 1,965 | 7 | 0.4% | $2,117 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $58.34万 | 0.03% | 7,360 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $57.72万 | 0.03% | 2,911 | -53 | -1.8% | -$1.05万 | 减仓 |
| WULF | TERAWULF INC | $57.72万 | 0.03% | 40,000 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $57.60万 | 0.03% | 2,767 | -4 | -0.1% | -$833 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $57.03万 | 0.03% | 4,807 | 120 | 2.6% | $1.42万 | 加仓 |
| DLS | WISDOMTREE TR | $54.73万 | 0.03% | 6,715 | -213 | -3.1% | -$1.74万 | 减仓 |
| NFLX | NETFLIX INC. | $52.81万 | 0.03% | 5,492 | -154 | -2.7% | -$1.48万 | 减仓 |
| NDAQ | NASDAQ INC | $51.83万 | 0.03% | 6,106 | -94 | -1.5% | -$7,980 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $51.53万 | 0.03% | 32,636 | 126 | 0.4% | $1,989 | 加仓 |
| WFC | WELLS FARGO & CO | $51.00万 | 0.03% | 6,406 | 61 | 1.0% | $4,857 | 加仓 |
| C | CITIGROUP INC | $50.35万 | 0.03% | 4,439 | -29 | -0.6% | -$3,289 | 减仓 |
| LOW | LOWES COS INC | $50.23万 | 0.03% | 2,126 | -125 | -5.6% | -$2.95万 | 减仓 |
| BSM | BLACK STONE MINERALS L P | $49.51万 | 0.03% | 32,747 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $49.25万 | 0.03% | 2,497 | 2,497 | — | $49.25万 | 新建仓 |
| BX | BLACKSTONE INC | $48.70万 | 0.03% | 4,235 | -88 | -2.0% | -$1.01万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $48.41万 | 0.03% | 16,860 | 328 | 2.0% | $9,417 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $48.32万 | 0.03% | 7,309 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $48.22万 | 0.03% | 10,377 | -65 | -0.6% | -$3,021 | 减仓 |
| NEE | NEXTERA ENERGY INC | $47.97万 | 0.03% | 5,165 | -1,453 | -22.0% | -$13.49万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $47.90万 | 0.03% | 2,625 | -35 | -1.3% | -$6,386 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $47.77万 | 0.03% | 7,348 | 811 | 12.4% | $5.27万 | 加仓 |
| AOA | ISHARES TR | $47.76万 | 0.03% | 5,398 | -454 | -7.8% | -$4.02万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $46.47万 | 0.03% | 930 | -125 | -11.8% | -$6.25万 | 减仓 |
| IWS | ISHARES TR | $46.17万 | 0.03% | 3,168 | 0 | 0.0% | — | 不变 |
| DGS | WISDOMTREE TR | $45.19万 | 0.03% | 7,519 | -19 | -0.3% | -$1,142 | 减仓 |
| MDT | MEDTRONIC PLC | $44.72万 | 0.03% | 5,154 | -43 | -0.8% | -$3,731 | 减仓 |
| DBEF | DBX ETF TR | $44.59万 | 0.02% | 9,027 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $44.25万 | 0.02% | 11,279 | 10 | 0.1% | $392 | 加仓 |
| ORI | OLD REP INTL CORP | $44.14万 | 0.02% | 11,062 | -8 | -0.1% | -$319 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $43.50万 | 0.02% | 9,479 | -70 | -0.7% | -$3,212 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $42.58万 | 0.02% | 4,814 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $42.31万 | 0.02% | 2,571 | -39 | -1.5% | -$6,418 | 减仓 |
| NKE | NIKE INC | $41.87万 | 0.02% | 7,926 | -230 | -2.8% | -$1.22万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $41.60万 | 0.02% | 4,228 | 3 | 0.1% | $295 | 加仓 |
| IVLU | ISHARES TR | $41.47万 | 0.02% | 10,450 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $40.23万 | 0.02% | 4,326 | -800 | -15.6% | -$7.44万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $39.85万 | 0.02% | 1,161 | -23 | -1.9% | -$7,894 | 减仓 |
| DG | DOLLAR GEN CORP | $38.88万 | 0.02% | 3,275 | -477 | -12.7% | -$5.66万 | 减仓 |
| ICF | ISHARES TR | $37.86万 | 0.02% | 6,118 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $37.83万 | 0.02% | 1,075 | -84 | -7.2% | -$2.96万 | 减仓 |
| INTU | INTUIT | $37.66万 | 0.02% | 871 | -19 | -2.1% | -$8,215 | 减仓 |
| HDV | ISHARES TR | $37.17万 | 0.02% | 2,739 | -1 | -0.0% | -$136 | 减仓 |
| WM | WASTE MGMT INC DEL | $37.03万 | 0.02% | 1,612 | -78 | -4.6% | -$1.79万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $36.48万 | 0.02% | 10,250 | -2,500 | -19.6% | -$8.90万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $35.92万 | 0.02% | 13,349 | -438 | -3.2% | -$1.18万 | 减仓 |
| GE | GE AEROSPACE | $35.68万 | 0.02% | 1,257 | 335 | 36.3% | $9.51万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $35.66万 | 0.02% | 590 | -16 | -2.6% | -$9,670 | 减仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $35.23万 | 0.02% | 8,124 | -431 | -5.0% | -$1.87万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $34.65万 | 0.02% | 1,188 | 8 | 0.7% | $2,334 | 加仓 |
| IWY | ISHARES TR | $34.34万 | 0.02% | 1,380 | 973 | 239.1% | $24.21万 | 加仓 |
| IWX | ISHARES TR | $34.07万 | 0.02% | 3,676 | 2,599 | 241.3% | $24.08万 | 加仓 |
| ORCL | ORACLE CORP | $33.35万 | 0.02% | 2,267 | -73 | -3.1% | -$1.07万 | 减仓 |
| SHM | SPDR SERIES TRUST | $32.98万 | 0.02% | 6,896 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $32.89万 | 0.02% | 1,618 | -137 | -7.8% | -$2.78万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $32.56万 | 0.02% | 3,450 | -7 | -0.2% | -$661 | 减仓 |
| GILD | GILEAD SCIENCES INC | $32.35万 | 0.02% | 2,321 | 12 | 0.5% | $1,672 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $31.87万 | 0.02% | 10,450 | 51 | 0.5% | $1,555 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $31.74万 | 0.02% | 3,402 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $31.59万 | 0.02% | 1,302 | -40 | -3.0% | -$9,706 | 减仓 |
| VV | VANGUARD INDEX FDS | $31.52万 | 0.02% | 1,055 | 2 | 0.2% | $598 | 加仓 |
| AON | AON PLC | $31.18万 | 0.02% | 966 | -20 | -2.0% | -$6,456 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $30.66万 | 0.02% | 5,148 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $30.39万 | 0.02% | 3,970 | 5 | 0.1% | $383 | 加仓 |
| VTR | VENTAS INC | $30.27万 | 0.02% | 3,701 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $29.10万 | 0.02% | 5,936 | -272 | -4.4% | -$1.33万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $28.82万 | 0.02% | 5,094 | -175 | -3.3% | -$9,901 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $28.72万 | 0.02% | 896 | -107 | -10.7% | -$3.43万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $28.72万 | 0.02% | 2,933 | -396 | -11.9% | -$3.88万 | 减仓 |
| IDV | ISHARES TR | $28.13万 | 0.02% | 6,610 | 6,610 | — | $28.13万 | 新建仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $28.07万 | 0.02% | 2,245 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $27.93万 | 0.02% | 2,766 | -513 | -15.6% | -$5.18万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $27.88万 | 0.02% | 5,484 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $27.80万 | 0.02% | 12,014 | 277 | 2.4% | $6,409 | 加仓 |
| EMXC | ISHARES INC | $26.73万 | 0.01% | 3,398 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $26.60万 | 0.01% | 2,757 | 8 | 0.3% | $772 | 加仓 |
| MGC | VANGUARD WORLD FD | $26.39万 | 0.01% | 1,116 | -4,232 | -79.1% | -$100.06万 | 减仓 |
| VDE | VANGUARD WORLD FD | $26.18万 | 0.01% | 1,513 | -168 | -10.0% | -$2.91万 | 减仓 |
| PEO | ADAM NAT RES FD INC | $26.05万 | 0.01% | 9,369 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $25.98万 | 0.01% | 2,431 | 18 | 0.7% | $1,924 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $25.86万 | 0.01% | 5,708 | -198 | -3.4% | -$8,969 | 减仓 |
| SUSA | ISHARES TR | $25.31万 | 0.01% | 1,916 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $25.03万 | 0.01% | 3,673 | 0 | 0.0% | — | 不变 |
| LCTU | BLACKROCK ETF TRUST | $24.91万 | 0.01% | 3,551 | -396 | -10.0% | -$2.78万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $24.77万 | 0.01% | 7,096 | 6,435 | 973.5% | $22.47万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $24.76万 | 0.01% | 690 | 2 | 0.3% | $718 | 加仓 |
| EAGG | ISHARES TR | $24.65万 | 0.01% | 5,184 | 557 | 12.0% | $2.65万 | 加仓 |
| NVR | NVR INC | $24.38万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |