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 |
|---|---|---|---|---|---|---|---|---|
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $5.52万 | 0.00% | 822 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $5.51万 | 0.00% | 456 | -34 | -6.9% | -$4,112 | 减仓 |
| — | DUPONT DE NEMOURS INC | $5.47万 | 0.00% | 1,193 | 24 | 2.1% | $1,100 | 加仓 |
| FTNT | FORTINET INC | $5.43万 | 0.00% | 665 | -30 | -4.3% | -$2,452 | 减仓 |
| HUBB | HUBBELL INC | $5.40万 | 0.00% | 110 | 2 | 1.9% | $981 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $5.38万 | 0.00% | 216 | 2 | 0.9% | $498 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $5.37万 | 0.00% | 501 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $5.36万 | 0.00% | 905 | -179 | -16.5% | -$1.06万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $5.34万 | 0.00% | 4,385 | 55 | 1.3% | $670 | 加仓 |
| DAL | DELTA AIR LINES INC | $5.34万 | 0.00% | 803 | 9 | 1.1% | $598 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $5.32万 | 0.00% | 193 | 5 | 2.7% | $1,379 | 加仓 |
| HCA | HCA HEALTHCARE INC | $5.30万 | 0.00% | 112 | 26 | 30.2% | $1.23万 | 加仓 |
| TWLO | TWILIO INC | $5.28万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $5.21万 | 0.00% | 268 | 5 | 1.9% | $973 | 加仓 |
| IWP | ISHARES TR | $5.19万 | 0.00% | 405 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $5.16万 | 0.00% | 133 | 1 | 0.8% | $388 | 加仓 |
| SLYG | SPDR SERIES TRUST | $5.13万 | 0.00% | 531 | 1 | 0.2% | $97 | 加仓 |
| — | MESOBLAST LTD | $5.13万 | 0.00% | 3,335 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $5.07万 | 0.00% | 585 | 585 | — | $5.07万 | 新建仓 |
| KB | KB FINL GROUP INC | $5.07万 | 0.00% | 508 | -7 | -1.4% | -$698 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $5.04万 | 0.00% | 201 | 12 | 6.3% | $3,007 | 加仓 |
| ETR | ENTERGY CORP NEW | $5.02万 | 0.00% | 447 | -10 | -2.2% | -$1,124 | 减仓 |
| FTI | TECHNIPFMC PLC | $4.98万 | 0.00% | 720 | 31 | 4.5% | $2,143 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $4.89万 | 0.00% | 543 | -9 | -1.6% | -$811 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $4.89万 | 0.00% | 1,780 | -1,645 | -48.0% | -$4.52万 | 减仓 |
| KVUE | KENVUE INC | $4.86万 | 0.00% | 2,819 | -209 | -6.9% | -$3,603 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $4.85万 | 0.00% | 186 | -33 | -15.1% | -$8,602 | 减仓 |
| JBL | JABIL INC | $4.83万 | 0.00% | 182 | 1 | 0.6% | $266 | 加仓 |
| DEM | WISDOMTREE TR | $4.83万 | 0.00% | 972 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $4.83万 | 0.00% | 1,040 | -198 | -16.0% | -$9,187 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $4.80万 | 0.00% | 1,133 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $4.80万 | 0.00% | 331 | -42 | -11.3% | -$6,087 | 减仓 |
| DHI | D R HORTON INC | $4.79万 | 0.00% | 349 | -3 | -0.9% | -$412 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $4.76万 | 0.00% | 2,409 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $4.74万 | 0.00% | 856 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $4.72万 | 0.00% | 218 | 7 | 3.3% | $1,516 | 加仓 |
| DOW | DOW HLDGS INC | $4.72万 | 0.00% | 1,134 | 11 | 1.0% | $458 | 加仓 |
| NFRA | FLEXSHARES TR | $4.71万 | 0.00% | 736 | -87 | -10.6% | -$5,564 | 减仓 |
| EWC | ISHARES INC | $4.66万 | 0.00% | 850 | 850 | — | $4.66万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $4.65万 | 0.00% | 1,238 | 25 | 2.1% | $940 | 加仓 |
| MUSA | MURPHY USA INC | $4.64万 | 0.00% | 94 | -1 | -1.1% | -$494 | 减仓 |
| ESGD | ISHARES TR | $4.56万 | 0.00% | 477 | -16 | -3.2% | -$1,530 | 减仓 |
| GFI | GOLD FIELDS LTD | $4.54万 | 0.00% | 1,001 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $4.54万 | 0.00% | 1,318 | -7 | -0.5% | -$241 | 减仓 |
| DHR | DANAHER CORP DEL | $4.54万 | 0.00% | 239 | -5 | -2.0% | -$949 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $4.53万 | 0.00% | 2,088 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $4.50万 | 0.00% | 638 | 505 | 379.7% | $3.56万 | 加仓 |
| GWW | WW GRAINGER INC | $4.49万 | 0.00% | 41 | -1 | -2.4% | -$1,095 | 减仓 |
| COWZ | PACER FDS TR | $4.47万 | 0.00% | 714 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $4.46万 | 0.00% | 644 | 6 | 0.9% | $416 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $4.45万 | 0.00% | 732 | 8 | 1.1% | $486 | 加仓 |
| PGR | PROGRESSIVE CORP | $4.40万 | 0.00% | 222 | -41 | -15.6% | -$8,128 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $4.39万 | 0.00% | 1,006 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4.38万 | 0.00% | 98 | -16 | -14.0% | -$7,145 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $4.36万 | 0.00% | 333 | 11 | 3.4% | $1,442 | 加仓 |
| GVI | ISHARES TR | $4.35万 | 0.00% | 408 | -322 | -44.1% | -$3.44万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $4.27万 | 0.00% | 700 | -111 | -13.7% | -$6,773 | 减仓 |
| LCTD | BLACKROCK ETF TRUST | $4.21万 | 0.00% | 761 | -36 | -4.5% | -$1,990 | 减仓 |
| UL | UNILEVER PLC | $4.19万 | 0.00% | 736 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES INC | $4.17万 | 0.00% | 359 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $4.16万 | 0.00% | 231 | 3 | 1.3% | $540 | 加仓 |
| CR | CRANE COMPANY | $4.16万 | 0.00% | 243 | 2 | 0.8% | $342 | 加仓 |
| MSA | MSA SAFETY INC | $4.15万 | 0.00% | 253 | 2 | 0.8% | $328 | 加仓 |
| MDYV | SPDR SERIES TRUST | $4.13万 | 0.00% | 485 | 2 | 0.4% | $170 | 加仓 |
| — | BNY MELLON MUN BD INFRASTRUC | $4.11万 | 0.00% | 3,895 | 44 | 1.1% | $464 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $4.10万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| FLEX | FLEXTRONICS INTL LTD | $4.10万 | 0.00% | 626 | 19 | 3.1% | $1,244 | 加仓 |
| AZO | AUTOZONE INC | $4.05万 | 0.00% | 12 | -2 | -14.3% | -$6,756 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $4.04万 | 0.00% | 357 | -93 | -20.7% | -$1.05万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $4.04万 | 0.00% | 196 | -45 | -18.7% | -$9,274 | 减仓 |
| TRGP | TARGA RES CORP | $4.01万 | 0.00% | 160 | 3 | 1.9% | $752 | 加仓 |
| COR | CENCORA INC | $3.99万 | 0.00% | 127 | 2 | 1.6% | $628 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3.99万 | 0.00% | 432 | -19 | -4.2% | -$1,754 | 减仓 |
| AFL | AFLAC INC | $3.96万 | 0.00% | 361 | 8 | 2.3% | $878 | 加仓 |
| CW | CURTISS WRIGHT CORP | $3.95万 | 0.00% | 58 | 1 | 1.8% | $681 | 加仓 |
| MDYG | SPDR SERIES TRUST | $3.88万 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $3.84万 | 0.00% | 263 | 1 | 0.4% | $146 | 加仓 |
| IGV | ISHARES TR | $3.84万 | 0.00% | 480 | 40 | 9.1% | $3,202 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $3.80万 | 0.00% | 49 | 13 | 36.1% | $1.01万 | 加仓 |
| — | PROSHARES TR | $3.76万 | 0.00% | 500 | 500 | — | $3.76万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $3.75万 | 0.00% | 375 | -52 | -12.2% | -$5,205 | 减仓 |
| MCO | MOODYS CORP | $3.75万 | 0.00% | 86 | -2 | -2.3% | -$873 | 减仓 |
| RVTY | REVVITY INC | $3.72万 | 0.00% | 425 | 6 | 1.4% | $526 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $3.66万 | 0.00% | 125 | -6 | -4.6% | -$1,757 | 减仓 |
| SMH | VANECK ETF TRUST | $3.64万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $3.62万 | 0.00% | 515 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $3.62万 | 0.00% | 532 | 14 | 2.7% | $952 | 加仓 |
| — | GRAYSCALE COINDESK CRYPTO | $3.62万 | 0.00% | 1,159 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $3.57万 | 0.00% | 121 | -38 | -23.9% | -$1.12万 | 减仓 |
| ENVA | ENOVA INTL INC | $3.57万 | 0.00% | 263 | -23 | -8.0% | -$3,124 | 减仓 |
| ONB | OLD NATL BANCORP IND | $3.57万 | 0.00% | 1,616 | 12 | 0.7% | $265 | 加仓 |
| BCS | BARCLAYS PLC | $3.55万 | 0.00% | 1,680 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $3.52万 | 0.00% | 180 | -37 | -17.1% | -$7,230 | 减仓 |
| PKBK | PARKE BANCORP INC | $3.48万 | 0.00% | 1,226 | 1,226 | — | $3.48万 | 新建仓 |
| FULT | FULTON FINL CORP PA | $3.46万 | 0.00% | 1,701 | -20 | -1.2% | -$407 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $3.45万 | 0.00% | 563 | -50 | -8.2% | -$3,066 | 减仓 |
| COHR | COHERENT CORP | $3.43万 | 0.00% | 144 | -687 | -82.7% | -$16.37万 | 减仓 |
| NUE | NUCOR CORP | $3.42万 | 0.00% | 202 | 3 | 1.5% | $508 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3.42万 | 0.00% | 121 | 33 | 37.5% | $9,318 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $3.41万 | 0.00% | 163 | -21 | -11.4% | -$4,390 | 减仓 |