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 |
|---|---|---|---|---|---|---|---|---|
| HYDB | ISHARES TR | $3.41万 | 0.00% | 732 | -28,790 | -97.5% | -$133.94万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $3.39万 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $3.37万 | 0.00% | 60 | -1 | -1.6% | -$562 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3.35万 | 0.00% | 1,048 | -84 | -7.4% | -$2,689 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $3.33万 | 0.00% | 212 | 6 | 2.9% | $944 | 加仓 |
| WAB | WABTEC | $3.32万 | 0.00% | 133 | -5 | -3.6% | -$1,250 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $3.31万 | 0.00% | 300 | 271 | 934.5% | $2.99万 | 重新持有 |
| MLI | MUELLER INDS INC | $3.27万 | 0.00% | 295 | 7 | 2.4% | $776 | 加仓 |
| DEO | DIAGEO PLC | $3.27万 | 0.00% | 439 | 39 | 9.8% | $2,904 | 加仓 |
| MKL | MARKEL GROUP INC | $3.25万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC | $3.25万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3.24万 | 0.00% | 1,359 | -206 | -13.2% | -$4,909 | 减仓 |
| ET | ENERGY TRANSFER L P | $3.24万 | 0.00% | 1,678 | 618 | 58.3% | $1.19万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $3.22万 | 0.00% | 106 | 3 | 2.9% | $912 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $3.21万 | 0.00% | 4,044 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $3.21万 | 0.00% | 454 | -53 | -10.5% | -$3,748 | 减仓 |
| GTY | GETTY RLTY CORP NEW | $3.20万 | 0.00% | 1,005 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC | $3.19万 | 0.00% | 128 | -5 | -3.8% | -$1,248 | 减仓 |
| ULTA | ULTA BEAUTY INC | $3.19万 | 0.00% | 61 | 2 | 3.4% | $1,045 | 加仓 |
| NTAP | NETAPP INC | $3.17万 | 0.00% | 310 | -5 | -1.6% | -$512 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $3.16万 | 0.00% | 1,388 | -163 | -10.5% | -$3,712 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $3.14万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $3.13万 | 0.00% | 143 | 3 | 2.1% | $657 | 加仓 |
| PHM | PULTE GROUP INC | $3.13万 | 0.00% | 266 | 9 | 3.5% | $1,059 | 加仓 |
| SONY | SONY GROUP CORP | $3.13万 | 0.00% | 1,510 | -1,210 | -44.5% | -$2.50万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $3.12万 | 0.00% | 180 | -86 | -32.3% | -$1.49万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $3.12万 | 0.00% | 53 | -2 | -3.6% | -$1,177 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $3.11万 | 0.00% | 272 | 1 | 0.4% | $114 | 加仓 |
| — | LISTED FDS TR | $3.10万 | 0.00% | 872 | 0 | 0.0% | — | 不变 |
| E | ENI SPA | $3.10万 | 0.00% | 546 | -464 | -45.9% | -$2.63万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $3.08万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $3.06万 | 0.00% | 332 | 14 | 4.4% | $1,289 | 加仓 |
| KR | KROGER CO | $3.02万 | 0.00% | 417 | -425 | -50.5% | -$3.08万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $3.00万 | 0.00% | 500 | 500 | — | $3.00万 | 新建仓 |
| FUL | FULLER H B CO | $2.98万 | 0.00% | 483 | 1 | 0.2% | $62 | 加仓 |
| WF | WOORI FINL GROUP INC | $2.96万 | 0.00% | 444 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $2.95万 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $2.92万 | 0.00% | 1,836 | 0 | 0.0% | — | 不变 |
| DIV | GLOBAL X FDS | $2.92万 | 0.00% | 1,544 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INC | $2.92万 | 0.00% | 455 | 2 | 0.4% | $128 | 加仓 |
| MSCI | MSCI INC | $2.91万 | 0.00% | 54 | -12 | -18.2% | -$6,468 | 减仓 |
| TPR | TAPESTRY INC | $2.91万 | 0.00% | 206 | 3 | 1.5% | $423 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $2.90万 | 0.00% | 494 | 16 | 3.3% | $941 | 加仓 |
| EBAY | EBAY INC. | $2.89万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYS GROUP INC | $2.89万 | 0.00% | 404 | 390 | 2,785.7% | $2.79万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.89万 | 0.00% | 104 | -44 | -29.7% | -$1.22万 | 减仓 |
| SAP | SAP SE | $2.88万 | 0.00% | 168 | -11 | -6.1% | -$1,883 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2.86万 | 0.00% | 289 | 9 | 3.2% | $891 | 加仓 |
| MRNA | MODERNA INC | $2.86万 | 0.00% | 563 | 30 | 5.6% | $1,524 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $2.85万 | 0.00% | 370 | -129 | -25.9% | -$9,943 | 减仓 |
| BBH | VANECK ETF TRUST | $2.82万 | 0.00% | 150 | 150 | — | $2.82万 | 新建仓 |
| PAYX | PAYCHEX INC | $2.82万 | 0.00% | 306 | -105 | -25.5% | -$9,673 | 减仓 |
| TKR | TIMKEN CO | $2.82万 | 0.00% | 280 | -3 | -1.1% | -$302 | 减仓 |
| ICLN | ISHARES TR | $2.81万 | 0.00% | 1,537 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $2.80万 | 0.00% | 264 | -530 | -66.8% | -$5.61万 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP | $2.79万 | 0.00% | 221 | -4 | -1.8% | -$506 | 减仓 |
| FOXA | FOX CORP | $2.79万 | 0.00% | 478 | -39 | -7.5% | -$2,278 | 减仓 |
| ATO | ATMOS ENERGY CORP | $2.79万 | 0.00% | 151 | -7 | -4.4% | -$1,293 | 减仓 |
| TER | TERADYNE INC | $2.79万 | 0.00% | 94 | 16 | 20.5% | $4,743 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $2.78万 | 0.00% | 24 | -4 | -14.3% | -$4,636 | 减仓 |
| DB | DEUTSCHE BK AG | $2.77万 | 0.00% | 930 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $2.76万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $2.76万 | 0.00% | 264 | -315 | -54.4% | -$3.29万 | 减仓 |
| ING | ING GROEP N.V. | $2.76万 | 0.00% | 1,059 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $2.74万 | 0.00% | 232 | -969 | -80.7% | -$11.45万 | 减仓 |
| GRMN | GARMIN LTD | $2.71万 | 0.00% | 117 | 3 | 2.6% | $696 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $2.71万 | 0.00% | 90 | 4 | 4.7% | $1,203 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $2.71万 | 0.00% | 463 | -30 | -6.1% | -$1,754 | 减仓 |
| TSPA | T ROWE PRICE ETF INC | $2.70万 | 0.00% | 660 | -404 | -38.0% | -$1.65万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $2.68万 | 0.00% | 131 | 1 | 0.8% | $204 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $2.64万 | 0.00% | 133 | -6 | -4.3% | -$1,191 | 减仓 |
| SLB | SLB LIMITED | $2.63万 | 0.00% | 512 | 33 | 6.9% | $1,697 | 加仓 |
| ARGX | ARGENX SE | $2.63万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $2.60万 | 0.00% | 37 | 2 | 5.7% | $1,406 | 加仓 |
| KGC | KINROSS GOLD CORP | $2.59万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $2.57万 | 0.00% | 322 | -106 | -24.8% | -$8,460 | 减仓 |
| WMK | WEIS MKTS INC | $2.56万 | 0.00% | 375 | -7 | -1.8% | -$479 | 减仓 |
| BDX | BECTON DICKINSON & CO | $2.56万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $2.56万 | 0.00% | 919 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $2.54万 | 0.00% | 298 | -79 | -21.0% | -$6,733 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $2.53万 | 0.00% | 129 | -21 | -14.0% | -$4,116 | 减仓 |
| BHE | BENCHMARK ELECTRS INC | $2.52万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $2.52万 | 0.00% | 138 | 5 | 3.8% | $912 | 加仓 |
| HNI | HNI CORP | $2.51万 | 0.00% | 753 | 6 | 0.8% | $200 | 加仓 |
| ADSK | AUTODESK INC | $2.49万 | 0.00% | 104 | -20 | -16.1% | -$4,788 | 减仓 |
| STT | STATE STR CORP | $2.48万 | 0.00% | 196 | 5 | 2.6% | $633 | 加仓 |
| NTRS | NORTHERN TR CORP | $2.47万 | 0.00% | 177 | 7 | 4.1% | $979 | 加仓 |
| KHC | KRAFT HEINZ CO | $2.45万 | 0.00% | 1,088 | -217 | -16.6% | -$4,882 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $2.44万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $2.42万 | 0.00% | 821 | 6 | 0.7% | $177 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $2.42万 | 0.00% | 217 | -21 | -8.8% | -$2,340 | 减仓 |
| USFD | US FOODS HLDG CORP | $2.42万 | 0.00% | 262 | 11 | 4.4% | $1,014 | 加仓 |
| HLN | HALEON PLC | $2.40万 | 0.00% | 2,395 | -167 | -6.5% | -$1,671 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $2.39万 | 0.00% | 669 | -106 | -13.7% | -$3,784 | 减仓 |
| L | LOEWS CORP | $2.38万 | 0.00% | 223 | -3 | -1.3% | -$320 | 减仓 |
| SRE | SEMPRA | $2.38万 | 0.00% | 244 | 7 | 3.0% | $682 | 加仓 |
| AME | AMETEK INC | $2.36万 | 0.00% | 110 | -9 | -7.6% | -$1,929 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $2.34万 | 0.00% | 778 | -2,000 | -72.0% | -$6.02万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $2.33万 | 0.00% | 478 | -708 | -59.7% | -$3.45万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $2.32万 | 0.00% | 476 | 0 | 0.0% | — | 不变 |