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 |
|---|---|---|---|---|---|---|---|---|
| EES | WISDOMTREE TR | $12.29万 | 0.01% | 1,813 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $12.17万 | 0.01% | 858 | 858 | — | $12.17万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $11.96万 | 0.01% | 411 | -1 | -0.2% | -$291 | 减仓 |
| VTRS | VIATRIS INC | $11.77万 | 0.01% | 7,409 | -138 | -1.8% | -$2,191 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $11.72万 | 0.01% | 942 | -1,969 | -67.6% | -$24.50万 | 减仓 |
| CI | THE CIGNA GROUP | $11.72万 | 0.01% | 425 | 2 | 0.5% | $551 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $11.54万 | 0.01% | 2,843 | 8 | 0.3% | $325 | 加仓 |
| ECL | ECOLAB INC | $11.51万 | 0.01% | 413 | 2 | 0.5% | $557 | 加仓 |
| IQLT | ISHARES TR | $11.50万 | 0.01% | 2,321 | 371 | 19.0% | $1.84万 | 加仓 |
| SUSB | ISHARES TR | $11.41万 | 0.01% | 4,565 | 4,565 | — | $11.41万 | 新建仓 |
| O | REALTY INCOME CORP | $11.38万 | 0.01% | 1,837 | -6 | -0.3% | -$372 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $11.29万 | 0.01% | 284 | -10 | -3.4% | -$3,977 | 减仓 |
| GM | GENERAL MTRS CO | $11.25万 | 0.01% | 1,460 | 23 | 1.6% | $1,773 | 加仓 |
| EIS | ISHARES INC | $11.11万 | 0.01% | 920 | 561 | 156.3% | $6.77万 | 加仓 |
| IQV | IQVIA HLDGS INC | $11.01万 | 0.01% | 653 | 2 | 0.3% | $337 | 加仓 |
| CMI | CUMMINS INC | $10.84万 | 0.01% | 152 | 3 | 2.0% | $2,140 | 加仓 |
| YUM | YUM BRANDS INC | $10.83万 | 0.01% | 677 | 4 | 0.6% | $640 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $10.73万 | 0.01% | 2,452 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $10.70万 | 0.01% | 441 | -151 | -25.5% | -$3.66万 | 减仓 |
| STIP | ISHARES TR | $10.61万 | 0.01% | 1,039 | 1,023 | 6,393.8% | $10.45万 | 加仓 |
| NOBL | PROSHARES TR | $10.56万 | 0.01% | 1,881 | 1,809 | 2,512.5% | $10.16万 | 加仓 |
| SAN | BANCO SANTANDER SA | $10.55万 | 0.01% | 7,645 | -277 | -3.5% | -$3,823 | 减仓 |
| ANET | ARISTA NETWORKS INC | $10.55万 | 0.01% | 621 | 24 | 4.0% | $4,077 | 加仓 |
| MMM | 3M CO | $10.49万 | 0.01% | 648 | 25 | 4.0% | $4,049 | 加仓 |
| BWA | BORGWARNER INC | $10.38万 | 0.01% | 1,563 | 16 | 1.0% | $1,062 | 加仓 |
| PSA | PUBLIC STORAGE | $10.28万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| KE | KIMBALL ELECTRONICS INC | $10.25万 | 0.01% | 4,002 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $10.23万 | 0.01% | 631 | 5 | 0.8% | $810 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $10.15万 | 0.01% | 1,251 | 8 | 0.6% | $649 | 加仓 |
| FTNT | FORTINET INC | $10.14万 | 0.01% | 660 | -5 | -0.8% | -$768 | 减仓 |
| APTV | APTIV PLC | $10.13万 | 0.01% | 1,650 | -4 | -0.2% | -$246 | 减仓 |
| PYLD | PIMCO ETF TR | $10.06万 | 0.01% | 3,794 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $9.89万 | 0.00% | 783 | 62 | 8.6% | $7,831 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $9.82万 | 0.00% | 1,835 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $9.73万 | 0.00% | 1,155 | 5 | 0.4% | $421 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $9.70万 | 0.00% | 1,936 | 19 | 1.0% | $952 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $9.67万 | 0.00% | 261 | -5 | -1.9% | -$1,853 | 减仓 |
| PSX | PHILLIPS 66 | $9.67万 | 0.00% | 572 | 9 | 1.6% | $1,521 | 加仓 |
| USHY | ISHARES TR | $9.65万 | 0.00% | 2,608 | 2,492 | 2,148.3% | $9.23万 | 加仓 |
| ESGE | ISHARES INC | $9.62万 | 0.00% | 1,759 | -660 | -27.3% | -$3.61万 | 减仓 |
| DDOG | DATADOG INC | $9.61万 | 0.00% | 369 | -270 | -42.3% | -$7.03万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $9.54万 | 0.00% | 2,865 | 2,418 | 540.9% | $8.05万 | 加仓 |
| RY | ROYAL BK CDA | $9.44万 | 0.00% | 456 | 14 | 3.2% | $2,898 | 加仓 |
| ICOP | ISHARES TR | $9.42万 | 0.00% | 1,914 | -1,014 | -34.6% | -$4.99万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $9.42万 | 0.00% | 2,088 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $9.38万 | 0.00% | 113 | -1 | -0.9% | -$830 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $9.32万 | 0.00% | 1,271 | 23 | 1.8% | $1,687 | 加仓 |
| CRM | SALESFORCE INC | $9.26万 | 0.00% | 590 | -233 | -28.3% | -$3.66万 | 减仓 |
| RDDT | REDDIT INC | $9.15万 | 0.00% | 527 | 24 | 4.8% | $4,166 | 加仓 |
| FIX | COMFORT SYS USA INC | $9.12万 | 0.00% | 46 | 1 | 2.2% | $1,982 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $9.06万 | 0.00% | 1,186 | -4 | -0.3% | -$306 | 减仓 |
| APH | AMPHENOL CORP | $8.89万 | 0.00% | 504 | 2 | 0.4% | $353 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $8.76万 | 0.00% | 294 | 5 | 1.7% | $1,489 | 加仓 |
| TWLO | TWILIO INC | $8.75万 | 0.00% | 424 | 4 | 1.0% | $825 | 加仓 |
| CALY | CALLAWAY GOLF CO | $8.52万 | 0.00% | 4,535 | 21 | 0.5% | $395 | 加仓 |
| EVUS | ISHARES TR | $8.41万 | 0.00% | 2,394 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $8.36万 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $8.35万 | 0.00% | 1,074 | 19 | 1.8% | $1,478 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $8.32万 | 0.00% | 771 | -15 | -1.9% | -$1,618 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $8.28万 | 0.00% | 501 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $8.24万 | 0.00% | 646 | 2 | 0.3% | $255 | 加仓 |
| PWR | QUANTA SVCS INC | $8.21万 | 0.00% | 114 | 6 | 5.6% | $4,320 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $8.18万 | 0.00% | 459 | -16 | -3.4% | -$2,852 | 减仓 |
| LNG | CHENIERE ENERGY INC | $7.96万 | 0.00% | 333 | 4 | 1.2% | $956 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $7.91万 | 0.00% | 1,024 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $7.76万 | 0.00% | 158 | 2 | 1.3% | $982 | 加仓 |
| SPSM | SPDR SERIES TRUST | $7.70万 | 0.00% | 1,335 | 2 | 0.2% | $115 | 加仓 |
| DAL | DELTA AIR LINES INC | $7.65万 | 0.00% | 817 | 14 | 1.7% | $1,311 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $7.59万 | 0.00% | 1,305 | -295 | -18.4% | -$1.72万 | 减仓 |
| CSX | CSX CORP | $7.58万 | 0.00% | 1,595 | 94 | 6.3% | $4,468 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $7.55万 | 0.00% | 1,486 | 1,486 | — | $7.55万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $7.53万 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $7.51万 | 0.00% | 2,350 | 84 | 3.7% | $2,685 | 加仓 |
| NEM | NEWMONT CORP | $7.49万 | 0.00% | 802 | -17 | -2.1% | -$1,588 | 减仓 |
| DMXF | ISHARES TR | $7.47万 | 0.00% | 883 | -16 | -1.8% | -$1,354 | 减仓 |
| SPGI | S&P GLOBAL INC | $7.45万 | 0.00% | 183 | -70 | -27.7% | -$2.85万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $7.28万 | 0.00% | 928 | 12 | 1.3% | $941 | 加仓 |
| AER | AERCAP HOLDINGS NV | $7.25万 | 0.00% | 497 | -26 | -5.0% | -$3,790 | 减仓 |
| IXUS | ISHARES TR | $7.18万 | 0.00% | 752 | 167 | 28.5% | $1.59万 | 加仓 |
| APP | APPLOVIN CORP | $7.16万 | 0.00% | 139 | -7 | -4.8% | -$3,607 | 减仓 |
| VSGX | VANGUARD WORLD FD | $7.14万 | 0.00% | 867 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $7.07万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $7.02万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $6.91万 | 0.00% | 605 | -720 | -54.3% | -$8.22万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $6.89万 | 0.00% | 1,911 | 1,517 | 385.0% | $5.47万 | 加仓 |
| SHV | ISHARES TR | $6.83万 | 0.00% | 619 | -36 | -5.5% | -$3,973 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $6.83万 | 0.00% | 204 | 3 | 1.5% | $1,004 | 加仓 |
| VST | VISTRA CORP | $6.81万 | 0.00% | 429 | -1 | -0.2% | -$159 | 减仓 |
| SPAB | SPDR SERIES TRUST | $6.79万 | 0.00% | 2,659 | 27 | 1.0% | $689 | 加仓 |
| BHP | BHP BILLITON LIMITED | $6.78万 | 0.00% | 814 | 13 | 1.6% | $1,083 | 加仓 |
| ITM | VANECK ETF TRUST | $6.73万 | 0.00% | 1,433 | -1,383 | -49.1% | -$6.50万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $6.73万 | 0.00% | 1,399 | 3 | 0.2% | $144 | 加仓 |
| CIEN | CIENA CORP | $6.72万 | 0.00% | 137 | 4 | 3.0% | $1,962 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $6.66万 | 0.00% | 3,348 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $6.59万 | 0.00% | 3,217 | 1,680 | 109.3% | $3.44万 | 加仓 |
| LIN | LINDE PLC | $6.59万 | 0.00% | 127 | -2 | -1.6% | -$1,038 | 减仓 |
| CAH | CARDINAL HEALTH INC | $6.56万 | 0.00% | 276 | 2 | 0.7% | $475 | 加仓 |
| IBN | ICICI BANK LIMITED | $6.53万 | 0.00% | 2,249 | -4 | -0.2% | -$116 | 减仓 |
| CTAS | CINTAS CORP | $6.46万 | 0.00% | 380 | 4 | 1.1% | $680 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $6.44万 | 0.00% | 1,409 | 1,409 | — | $6.44万 | 新建仓 |