JFS WEALTH ADVISORS, LLC
HERMITAGE PA · SEC CIK 0001568068
$20.06亿2026Q2 申报市值
2,253持仓数
43.3%前十大占比 · 第一大 10.0%
403 / 56新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DIMENSIONAL ETF 加仓+$2,081.40万
DFIC 加仓+$657.40万
AGG 加仓+$408.26万
IVV 加仓+$311.01万
DFEM 加仓+$263.10万
2026Q2 卖出最多 按季末市值估算
KLAC 减仓-$337.92万
BIV 减仓-$298.39万
HONEYWELL INTL I 清仓-$211.07万
DFUS 减仓-$195.57万
QUAL 减仓-$138.67万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| EAGG | ISHARES TR | $28.87万 | 0.01% | 6,089 | 905 | 17.5% | $4.29万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $28.70万 | 0.01% | 2,272 | -49 | -2.1% | -$6,191 | 减仓 |
| CVS | CVS HEALTH CORP | $28.54万 | 0.01% | 2,759 | 18 | 0.7% | $1,862 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $27.89万 | 0.01% | 5,553 | 1,234 | 28.6% | $6.20万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $27.78万 | 0.01% | 5,484 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $27.16万 | 0.01% | 1,378 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $26.02万 | 0.01% | 1,093 | -28 | -2.5% | -$6,666 | 减仓 |
| GEV | GE VERNOVA INC | $25.99万 | 0.01% | 221 | 1 | 0.5% | $1,176 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $25.65万 | 0.01% | 3,200 | -351 | -9.9% | -$2.81万 | 减仓 |
| IYH | ISHARES TR | $25.56万 | 0.01% | 3,815 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $25.21万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $25.16万 | 0.01% | 1,926 | 20 | 1.0% | $2,612 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $24.29万 | 0.01% | 2,836 | 2,836 | — | $24.29万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $23.78万 | 0.01% | 5,042 | 9 | 0.2% | $424 | 加仓 |
| GIS | GENERAL MILLS INC | $23.58万 | 0.01% | 6,777 | 263 | 4.0% | $9,152 | 加仓 |
| SYSB | ISHARES TR | $23.51万 | 0.01% | 2,650 | 317 | 13.6% | $2.81万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $23.28万 | 0.01% | 4,579 | 4 | 0.1% | $203 | 加仓 |
| PEO | ADAM NAT RES FD INC | $23.16万 | 0.01% | 9,369 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $23.05万 | 0.01% | 732 | -4 | -0.5% | -$1,260 | 减仓 |
| SBUX | STARBUCKS CORP | $22.90万 | 0.01% | 2,241 | -53 | -2.3% | -$5,416 | 减仓 |
| VFH | VANGUARD WORLD FD | $22.82万 | 0.01% | 1,734 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $22.72万 | 0.01% | 1,513 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $22.46万 | 0.01% | 4,200 | 527 | 14.3% | $2.82万 | 加仓 |
| ESGU | ISHARES TR | $21.87万 | 0.01% | 1,336 | -151 | -10.2% | -$2.47万 | 减仓 |
| FE | FIRSTENERGY CORP | $21.70万 | 0.01% | 4,564 | 311 | 7.3% | $1.48万 | 加仓 |
| INTU | INTUIT | $21.19万 | 0.01% | 812 | -59 | -6.8% | -$1.54万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $20.98万 | 0.01% | 4,499 | -18 | -0.4% | -$839 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $20.97万 | 0.01% | 3,035 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $20.85万 | 0.01% | 1,778 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $20.56万 | 0.01% | 1,110 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $20.53万 | 0.01% | 5,944 | 21 | 0.4% | $725 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $20.36万 | 0.01% | 5,005 | 247 | 5.2% | $1.00万 | 加仓 |
| RMT | ROYCE MICRO-CAP TR INC | $20.34万 | 0.01% | 13,896 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $20.33万 | 0.01% | 2,822 | -460 | -14.0% | -$3.31万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $20.17万 | 0.01% | 209 | 2 | 1.0% | $1,930 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $20.02万 | 0.01% | 1,976 | 0 | 0.0% | — | 不变 |
| SHYM | BLACKROCK ETF TRUST II | $19.91万 | 0.01% | 8,869 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $19.82万 | 0.01% | 8,560 | -3,454 | -28.7% | -$8.00万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $19.78万 | 0.01% | 580 | 3 | 0.5% | $1,023 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $19.63万 | 0.01% | 1,832 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $19.61万 | 0.01% | 307 | 2 | 0.7% | $1,277 | 加仓 |
| LRGF | ISHARES TR | $19.53万 | 0.01% | 2,582 | -989 | -27.7% | -$7.48万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $19.46万 | 0.01% | 587 | 1 | 0.2% | $332 | 加仓 |
| DGRO | ISHARES TR | $18.64万 | 0.01% | 2,459 | 10 | 0.4% | $758 | 加仓 |
| DSI | ISHARES TR | $18.45万 | 0.01% | 1,296 | -80 | -5.8% | -$1.14万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $18.38万 | 0.01% | 5,325 | 2,050 | 62.6% | $7.07万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $18.31万 | 0.01% | 2,067 | 10 | 0.5% | $886 | 加仓 |
| BLK | BLACKROCK INC | $18.27万 | 0.01% | 190 | -61 | -24.3% | -$5.87万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $17.85万 | 0.01% | 1,182 | 1,182 | — | $17.85万 | 新建仓 |
| FAS | DIREXION SHARES ETF TRUST | $17.46万 | 0.01% | 1,186 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $17.44万 | 0.01% | 5,516 | -192 | -3.4% | -$6,069 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $17.38万 | 0.01% | 1,309 | 8 | 0.6% | $1,062 | 加仓 |
| MGC | VANGUARD WORLD FD | $17.27万 | 0.01% | 631 | -485 | -43.5% | -$13.27万 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $17.21万 | 0.01% | 3,788 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $17.21万 | 0.01% | 673 | 18 | 2.7% | $4,602 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $17.04万 | 0.01% | 2,773 | 2,773 | — | $17.04万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $16.97万 | 0.01% | 409 | 3 | 0.7% | $1,245 | 加仓 |
| GSK | GSK PLC | $16.96万 | 0.01% | 3,232 | -732 | -18.5% | -$3.84万 | 减仓 |
| EMR | EMERSON ELEC CO | $16.78万 | 0.01% | 1,172 | 18 | 1.6% | $2,577 | 加仓 |
| ESGV | VANGUARD WORLD FD | $16.74万 | 0.01% | 1,266 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $16.71万 | 0.01% | 333 | 51 | 18.1% | $2.56万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $16.64万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $16.57万 | 0.01% | 384 | 3 | 0.8% | $1,294 | 加仓 |
| XT | ISHARES TR | $16.42万 | 0.01% | 1,987 | 0 | 0.0% | — | 不变 |
| DFSB | DIMENSIONAL ETF TRUST | $16.22万 | 0.01% | 3,112 | 0 | 0.0% | — | 不变 |
| UTES | ETFIS SER TR I | $15.90万 | 0.01% | 1,945 | 200 | 11.5% | $1.63万 | 加仓 |
| USMV | ISHARES TR | $15.86万 | 0.01% | 1,645 | -758 | -31.5% | -$7.31万 | 减仓 |
| SO | SOUTHERN CO | $15.84万 | 0.01% | 1,655 | 367 | 28.5% | $3.51万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $15.84万 | 0.01% | 468 | -142 | -23.3% | -$4.81万 | 减仓 |
| AOM | ISHARES TR | $15.70万 | 0.01% | 3,147 | -818 | -20.6% | -$4.08万 | 减仓 |
| ADI | ANALOG DEVICES INC | $15.57万 | 0.01% | 392 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $15.39万 | 0.01% | 573 | -220 | -27.7% | -$5.91万 | 减仓 |
| REMX | VANECK ETF TRUST | $15.34万 | 0.01% | 1,733 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $15.25万 | 0.01% | 8,555 | -24,081 | -73.8% | -$42.92万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $15.13万 | 0.01% | 1,709 | -481 | -22.0% | -$4.26万 | 减仓 |
| CB | CHUBB LIMITED | $15.07万 | 0.01% | 442 | 17 | 4.0% | $5,796 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $14.95万 | 0.01% | 964 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $14.47万 | 0.01% | 217 | 2 | 0.9% | $1,334 | 加仓 |
| IUSG | ISHARES TR | $14.42万 | 0.01% | 766 | 67 | 9.6% | $1.26万 | 加仓 |
| WRB | BERKLEY W R CORP | $14.31万 | 0.01% | 2,028 | 14 | 0.7% | $988 | 加仓 |
| COP | CONOCOPHILLIPS | $14.29万 | 0.01% | 1,375 | 11 | 0.8% | $1,144 | 加仓 |
| EQIX | EQUINIX INC | $14.28万 | 0.01% | 137 | -6 | -4.2% | -$6,254 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $13.99万 | 0.01% | 2,428 | 121 | 5.2% | $6,971 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $13.90万 | 0.01% | 1,290 | 6 | 0.5% | $647 | 加仓 |
| VPU | VANGUARD WORLD FD | $13.70万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $13.65万 | 0.01% | 1,966 | -227 | -10.4% | -$1.58万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $13.53万 | 0.01% | 1,423 | -90 | -5.9% | -$8,558 | 减仓 |
| CHMG | CHEMUNG FINL CORP | $13.49万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $13.40万 | 0.01% | 1,582 | 12 | 0.8% | $1,017 | 加仓 |
| HAL | HALLIBURTON CO | $13.13万 | 0.01% | 3,866 | 19 | 0.5% | $645 | 加仓 |
| EQT | EQT CORP | $13.12万 | 0.01% | 2,467 | -10 | -0.4% | -$532 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $13.09万 | 0.01% | 2,260 | 15 | 0.7% | $869 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $13.09万 | 0.01% | 1,435 | 1,435 | — | $13.09万 | 新建仓 |
| ERIE | ERIE INDTY CO | $13.04万 | 0.01% | 544 | -3 | -0.5% | -$719 | 减仓 |
| IDCC | INTERDIGITAL INC | $12.92万 | 0.01% | 456 | -8 | -1.7% | -$2,267 | 减仓 |
| OKE | ONEOK INC NEW | $12.89万 | 0.01% | 1,483 | 66 | 4.7% | $5,738 | 加仓 |
| URI | UNITED RENTALS INC | $12.69万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $12.37万 | 0.01% | 1,283 | 1,283 | — | $12.37万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $12.36万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $12.35万 | 0.01% | 4,004 | 39 | 1.0% | $1,203 | 加仓 |