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 |
|---|---|---|---|---|---|---|---|---|
| GIS | GENERAL MILLS INC | $24.25万 | 0.01% | 6,514 | 18 | 0.3% | $670 | 加仓 |
| ADBE | ADOBE INC | $24.21万 | 0.01% | 996 | -32 | -3.1% | -$7,779 | 减仓 |
| SYK | STRYKER CORPORATION | $24.19万 | 0.01% | 736 | -103 | -12.3% | -$3.39万 | 减仓 |
| BLK | BLACKROCK INC | $24.14万 | 0.01% | 251 | -26 | -9.4% | -$2.50万 | 减仓 |
| LRGF | ISHARES TR | $23.57万 | 0.01% | 3,571 | -5,457 | -60.4% | -$36.02万 | 减仓 |
| IYH | ISHARES TR | $23.52万 | 0.01% | 3,815 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $23.34万 | 0.01% | 5,033 | 11 | 0.2% | $510 | 加仓 |
| MTB | M & T BK CORP | $23.18万 | 0.01% | 1,121 | 9 | 0.8% | $1,861 | 加仓 |
| TGT | TARGET CORP | $23.10万 | 0.01% | 1,906 | 36 | 1.9% | $4,363 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $22.86万 | 0.01% | 4,575 | -387 | -7.8% | -$1.93万 | 减仓 |
| LMUB | ISHARES TR | $22.34万 | 0.01% | 4,474 | 4,474 | — | $22.34万 | 新建仓 |
| USMV | ISHARES TR | $22.28万 | 0.01% | 2,403 | -3,205 | -57.2% | -$29.72万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $22.12万 | 0.01% | 1,035 | -21 | -2.0% | -$4,488 | 减仓 |
| GSK | GSK PLC | $21.90万 | 0.01% | 3,964 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $21.69万 | 0.01% | 3,282 | -345 | -9.5% | -$2.28万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $21.59万 | 0.01% | 610 | -26 | -4.1% | -$9,200 | 减仓 |
| UGI | UGI CORP NEW | $21.57万 | 0.01% | 5,923 | -9 | -0.2% | -$328 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $21.57万 | 0.01% | 4,319 | 107 | 2.5% | $5,345 | 加仓 |
| FE | FIRSTENERGY CORP | $21.55万 | 0.01% | 4,253 | -20 | -0.5% | -$1,013 | 减仓 |
| ESGU | ISHARES TR | $21.03万 | 0.01% | 1,487 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $20.95万 | 0.01% | 1,734 | 76 | 4.6% | $9,182 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.91万 | 0.01% | 773 | -24 | -3.0% | -$6,491 | 减仓 |
| SYSB | ISHARES TR | $20.76万 | 0.01% | 2,333 | 2,333 | — | $20.76万 | 新建仓 |
| SBUX | STARBUCKS CORP | $20.55万 | 0.01% | 2,294 | -143 | -5.9% | -$1.28万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $20.31万 | 0.01% | 1,832 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $20.29万 | 0.01% | 3,035 | 1 | 0.0% | $67 | 加仓 |
| ATI | ATI INC | $20.04万 | 0.01% | 1,378 | 7 | 0.5% | $1,018 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $19.99万 | 0.01% | 1,976 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $19.86万 | 0.01% | 1,542 | -83 | -5.1% | -$1.07万 | 减仓 |
| CVS | CVS HEALTH CORP | $19.68万 | 0.01% | 2,741 | -592 | -17.8% | -$4.25万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $19.57万 | 0.01% | 964 | 0 | 0.0% | — | 不变 |
| SHYM | BLACKROCK ETF TRUST II | $19.53万 | 0.01% | 8,869 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $19.38万 | 0.01% | 1,778 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $19.22万 | 0.01% | 220 | -26 | -10.6% | -$2.27万 | 减仓 |
| AOM | ISHARES TR | $18.78万 | 0.01% | 3,965 | -295 | -6.9% | -$1.40万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $18.57万 | 0.01% | 6,051 | 90 | 1.5% | $2,761 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $18.56万 | 0.01% | 4,517 | -196 | -4.2% | -$8,054 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $18.27万 | 0.01% | 793 | 303 | 61.8% | $6.98万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $18.05万 | 0.01% | 2,190 | 535 | 32.3% | $4.41万 | 加仓 |
| COP | CONOCOPHILLIPS | $18.00万 | 0.01% | 1,364 | -91 | -6.3% | -$1.20万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $17.95万 | 0.01% | 1,110 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $17.64万 | 0.01% | 406 | 3 | 0.7% | $1,304 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $17.63万 | 0.01% | 1,301 | -10 | -0.8% | -$1,355 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $17.41万 | 0.01% | 4,758 | -1,886 | -28.4% | -$6.90万 | 减仓 |
| DGRO | ISHARES TR | $17.19万 | 0.01% | 2,449 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $16.91万 | 0.01% | 3,833 | 9 | 0.2% | $397 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $16.84万 | 0.01% | 586 | 2 | 0.3% | $575 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $16.83万 | 0.01% | 431 | -22 | -4.9% | -$8,589 | 减仓 |
| GLW | CORNING INC | $16.79万 | 0.01% | 1,235 | -163 | -11.7% | -$2.22万 | 减仓 |
| DSI | ISHARES TR | $16.68万 | 0.01% | 1,376 | -221 | -13.8% | -$2.68万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $16.10万 | 0.01% | 3,112 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $15.99万 | 0.01% | 655 | -57 | -8.0% | -$1.39万 | 减仓 |
| EQT | EQT CORP | $15.76万 | 0.01% | 2,477 | -558 | -18.4% | -$3.55万 | 减仓 |
| SHOP | SHOPIFY INC | $15.72万 | 0.01% | 1,325 | 0 | 0.0% | — | 不变 |
| RMT | ROYCE MICRO-CAP TR INC | $15.72万 | 0.01% | 13,896 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $15.67万 | 0.01% | 2,057 | -433 | -17.4% | -$3.30万 | 减仓 |
| CRM | SALESFORCE INC | $15.36万 | 0.01% | 823 | -37 | -4.3% | -$6,904 | 减仓 |
| REMX | VANECK ETF TRUST | $15.25万 | 0.01% | 1,733 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $15.22万 | 0.01% | 170 | -3 | -1.7% | -$2,686 | 减仓 |
| EMR | EMERSON ELEC CO | $15.12万 | 0.01% | 1,154 | -190 | -14.1% | -$2.49万 | 减仓 |
| HAL | HALLIBURTON CO | $15.00万 | 0.01% | 3,847 | -1,470 | -27.6% | -$5.73万 | 减仓 |
| HSY | HERSHEY CO | $14.47万 | 0.01% | 696 | -25 | -3.5% | -$5,197 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $14.43万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $14.30万 | 0.01% | 2,523 | 5 | 0.2% | $283 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $14.24万 | 0.01% | 412 | -73 | -15.1% | -$2.52万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $14.21万 | 0.01% | 1,266 | 1 | 0.1% | $112 | 加仓 |
| FAS | DIREXION SHARES ETF TRUST | $14.05万 | 0.01% | 1,186 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $14.02万 | 0.01% | 143 | -9 | -5.9% | -$8,822 | 减仓 |
| IDCC | INTERDIGITAL INC | $14.00万 | 0.01% | 464 | 426 | 1,121.1% | $12.85万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $13.99万 | 0.01% | 2,307 | -143 | -5.8% | -$8,673 | 减仓 |
| UTES | ETFIS SER TR I | $13.94万 | 0.01% | 1,745 | 0 | 0.0% | — | 不变 |
| ICOP | ISHARES TR | $13.93万 | 0.01% | 2,928 | 2,323 | 384.0% | $11.05万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $13.87万 | 0.01% | 282 | -113 | -28.6% | -$5.56万 | 减仓 |
| VPU | VANGUARD WORLD FD | $13.87万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $13.86万 | 0.01% | 425 | -14 | -3.2% | -$4,566 | 减仓 |
| ERIE | ERIE INDTY CO | $13.75万 | 0.01% | 547 | -14 | -2.5% | -$3,518 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $13.71万 | 0.01% | 3,788 | 1 | 0.0% | $36 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $13.55万 | 0.01% | 294 | 115 | 64.2% | $5.30万 | 加仓 |
| XT | ISHARES TR | $13.54万 | 0.01% | 1,987 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $13.40万 | 0.01% | 392 | 17 | 4.5% | $5,810 | 加仓 |
| WRB | BERKLEY W R CORP | $13.35万 | 0.01% | 2,014 | -28 | -1.4% | -$1,856 | 减仓 |
| WMB | WILLIAMS COS INC | $13.20万 | 0.01% | 1,814 | 1,016 | 127.3% | $7.39万 | 加仓 |
| CTVA | CORTEVA INC | $13.15万 | 0.01% | 1,570 | -62 | -3.8% | -$5,191 | 减仓 |
| ITM | VANECK ETF TRUST | $13.07万 | 0.01% | 2,816 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $13.01万 | 0.01% | 215 | -19 | -8.1% | -$1.15万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $12.96万 | 0.01% | 2,245 | -339 | -13.1% | -$1.96万 | 减仓 |
| ITA | ISHARES TR | $12.95万 | 0.01% | 592 | -2,631 | -81.6% | -$57.56万 | 减仓 |
| OKE | ONEOK INC NEW | $12.81万 | 0.01% | 1,417 | -447 | -24.0% | -$4.04万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $12.48万 | 0.01% | 1,513 | -177 | -10.5% | -$1.46万 | 减仓 |
| ADI | ANALOG DEVICES INC | $12.47万 | 0.01% | 392 | 2 | 0.5% | $636 | 加仓 |
| SO | SOUTHERN CO | $12.43万 | 0.01% | 1,288 | -194 | -13.1% | -$1.87万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $12.20万 | 0.01% | 3,965 | 25 | 0.6% | $769 | 加仓 |
| USXF | ISHARES TR | $12.11万 | 0.01% | 2,193 | 0 | 0.0% | — | 不变 |
| RLY | SSGA ACTIVE ETF TR | $11.84万 | 0.01% | 3,275 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $11.57万 | 0.01% | 1,284 | 6 | 0.5% | $541 | 加仓 |
| APTV | APTIV PLC | $11.49万 | 0.01% | 1,654 | -44 | -2.6% | -$3,055 | 减仓 |
| CI | THE CIGNA GROUP | $11.28万 | 0.01% | 423 | -55 | -11.5% | -$1.47万 | 减仓 |
| O | REALTY INCOME CORP | $11.28万 | 0.01% | 1,843 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $11.00万 | 0.01% | 2,419 | -141 | -5.5% | -$6,411 | 减仓 |
| ECL | ECOLAB INC | $10.94万 | 0.01% | 411 | -3 | -0.7% | -$798 | 减仓 |