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 |
|---|---|---|---|---|---|---|---|---|
| SMCI | SUPER MICRO COMPUTER INC | $3.86万 | 0.00% | 1,316 | -72 | -5.2% | -$2,112 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $3.86万 | 0.00% | 159 | -43 | -21.3% | -$1.04万 | 减仓 |
| AZO | AUTOZONE INC | $3.84万 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $3.82万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $3.79万 | 0.00% | 170 | -73 | -30.0% | -$1.63万 | 减仓 |
| ET | ENERGY TRANSFER L P | $3.79万 | 0.00% | 1,982 | 304 | 18.1% | $5,813 | 加仓 |
| LCTD | BLACKROCK ETF TRUST | $3.79万 | 0.00% | 657 | -104 | -13.7% | -$5,996 | 减仓 |
| NRG | NRG ENERGY INC | $3.78万 | 0.00% | 259 | -4 | -1.5% | -$584 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $3.76万 | 0.00% | 379 | 4 | 1.1% | $397 | 加仓 |
| WAB | WABTEC | $3.75万 | 0.00% | 139 | 6 | 4.5% | $1,618 | 加仓 |
| LAD | LITHIA MTRS INC | $3.74万 | 0.00% | 129 | 1 | 0.8% | $290 | 加仓 |
| MLI | MUELLER INDS INC | $3.70万 | 0.00% | 301 | 6 | 2.0% | $738 | 加仓 |
| PHM | PULTE GROUP INC | $3.68万 | 0.00% | 268 | 2 | 0.8% | $275 | 加仓 |
| COR | CENCORA INC | $3.65万 | 0.00% | 129 | 2 | 1.6% | $566 | 加仓 |
| DOW | DOW HLDGS INC | $3.63万 | 0.00% | 1,327 | 193 | 17.0% | $5,280 | 加仓 |
| DEO | DIAGEO PLC | $3.62万 | 0.00% | 450 | 11 | 2.5% | $884 | 加仓 |
| EBAY | EBAY INC. | $3.58万 | 0.00% | 320 | 2 | 0.6% | $224 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $3.57万 | 0.00% | 108 | 2 | 1.9% | $661 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $3.56万 | 0.00% | 563 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $3.56万 | 0.00% | 273 | 1 | 0.4% | $130 | 加仓 |
| SYY | SYSCO CORP | $3.47万 | 0.00% | 415 | -407 | -49.5% | -$3.40万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $3.46万 | 0.00% | 26 | 2 | 8.3% | $2,664 | 加仓 |
| FAST | FASTENAL CO | $3.40万 | 0.00% | 708 | -332 | -31.9% | -$1.59万 | 减仓 |
| ING | ING GROEP N.V. | $3.40万 | 0.00% | 1,082 | 23 | 2.2% | $722 | 加仓 |
| STT | STATE STR CORP | $3.39万 | 0.00% | 200 | 4 | 2.0% | $678 | 加仓 |
| GFI | GOLD FIELDS LTD | $3.36万 | 0.00% | 1,001 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $3.34万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $3.33万 | 0.00% | 244 | -35 | -12.5% | -$4,776 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $3.32万 | 0.00% | 118 | 3 | 2.6% | $844 | 加仓 |
| MKL | MARKEL GROUP INC | $3.32万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $3.31万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $3.30万 | 0.00% | 595 | -105 | -15.0% | -$5,828 | 减仓 |
| TM | TOYOTA MOTOR CORP | $3.30万 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $3.29万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $3.28万 | 0.00% | 187 | -509 | -73.1% | -$8.93万 | 减仓 |
| IDXX | IDEXX LABS INC | $3.26万 | 0.00% | 62 | 2 | 3.3% | $1,053 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $3.26万 | 0.00% | 38 | 1 | 2.7% | $858 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $3.22万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC | $3.17万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HNI | HNI CORP | $3.16万 | 0.00% | 782 | 29 | 3.9% | $1,172 | 加仓 |
| NTRS | NORTHERN TR CORP | $3.15万 | 0.00% | 181 | 4 | 2.3% | $696 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $3.15万 | 0.00% | 816 | 816 | — | $3.15万 | 新建仓 |
| DB | DEUTSCHE BK AG | $3.14万 | 0.00% | 930 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $3.13万 | 0.00% | 147 | 4 | 2.8% | $852 | 加仓 |
| DGRW | WISDOMTREE TR | $3.09万 | 0.00% | 323 | 185 | 134.1% | $1.77万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $3.08万 | 0.00% | 136 | 3 | 2.3% | $680 | 加仓 |
| XEL | XCEL ENERGY INC | $3.08万 | 0.00% | 382 | 60 | 18.6% | $4,842 | 加仓 |
| MSCI | MSCI INC | $3.08万 | 0.00% | 55 | 1 | 1.9% | $560 | 加仓 |
| HCA | HCA HEALTHCARE INC | $3.08万 | 0.00% | 79 | -33 | -29.5% | -$1.29万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $3.08万 | 0.00% | 413 | -390 | -48.6% | -$2.91万 | 减仓 |
| TPR | TAPESTRY INC | $3.06万 | 0.00% | 209 | 3 | 1.5% | $439 | 加仓 |
| — | GRAYSCALE COINDESK CRYPTO | $3.06万 | 0.00% | 1,159 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $3.06万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $3.03万 | 0.00% | 618 | -588 | -48.8% | -$2.88万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $3.03万 | 0.00% | 482 | -12 | -2.4% | -$755 | 减仓 |
| SONY | SONY GROUP CORP | $3.03万 | 0.00% | 1,510 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $3.00万 | 0.00% | 486 | 23 | 5.0% | $1,421 | 加仓 |
| CRH | CRH PLC | $2.99万 | 0.00% | 279 | 15 | 5.7% | $1,605 | 加仓 |
| LQD | ISHARES TR | $2.96万 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $2.95万 | 0.00% | 71 | 2 | 2.9% | $832 | 加仓 |
| IBDT | ISHARES TR | $2.94万 | 0.00% | 1,165 | 1,165 | — | $2.94万 | 新建仓 |
| DIV | GLOBAL X FDS | $2.94万 | 0.00% | 1,544 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2.93万 | 0.00% | 54 | 1 | 1.9% | $542 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $2.92万 | 0.00% | 304 | 16 | 5.6% | $1,538 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $2.88万 | 0.00% | 314 | 16 | 5.4% | $1,467 | 加仓 |
| FUL | FULLER H B CO | $2.87万 | 0.00% | 492 | 9 | 1.9% | $525 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2.85万 | 0.00% | 228 | -72 | -24.0% | -$8,993 | 减仓 |
| PAYX | PAYCHEX INC | $2.84万 | 0.00% | 289 | -17 | -5.6% | -$1,672 | 减仓 |
| AME | AMETEK INC | $2.83万 | 0.00% | 117 | 7 | 6.4% | $1,694 | 加仓 |
| GRMN | GARMIN LTD | $2.83万 | 0.00% | 119 | 2 | 1.7% | $475 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $2.82万 | 0.00% | 133 | 4 | 3.1% | $848 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $2.81万 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $2.80万 | 0.00% | 75 | 2 | 2.7% | $747 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $2.80万 | 0.00% | 678 | 245 | 56.6% | $1.01万 | 加仓 |
| D | DOMINION ENERGY INC | $2.80万 | 0.00% | 410 | -660 | -61.7% | -$4.51万 | 减仓 |
| KHC | KRAFT HEINZ CO | $2.78万 | 0.00% | 1,178 | 90 | 8.3% | $2,126 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2.77万 | 0.00% | 20 | 1 | 5.3% | $1,383 | 加仓 |
| VALE | VALE S A | $2.76万 | 0.00% | 1,836 | 0 | 0.0% | — | 不变 |
| CPK | CHESAPEAKE UTILS CORP | $2.76万 | 0.00% | 225 | 4 | 1.8% | $490 | 加仓 |
| CCL | CARNIVAL CORP LTD | $2.75万 | 0.00% | 963 | 963 | — | $2.75万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $2.75万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $2.72万 | 0.00% | 265 | -212 | -44.4% | -$2.18万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $2.72万 | 0.00% | 158 | 7 | 4.6% | $1,206 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2.72万 | 0.00% | 163 | -17 | -9.4% | -$2,833 | 减仓 |
| NVT | NVENT ELEC PLC | $2.71万 | 0.00% | 160 | 1 | 0.6% | $170 | 加仓 |
| VOLT | TEMA ETF TRUST | $2.70万 | 0.00% | 645 | 645 | — | $2.70万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $2.70万 | 0.00% | 164 | 3 | 1.9% | $494 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $2.68万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $2.68万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $2.66万 | 0.00% | 276 | 111 | 67.3% | $1.07万 | 加仓 |
| WCC | WESCO INTL INC | $2.66万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $2.66万 | 0.00% | 163 | 2 | 1.2% | $326 | 加仓 |
| SLB | SLB LIMITED | $2.64万 | 0.00% | 567 | 55 | 10.7% | $2,561 | 加仓 |
| WWD | WOODWARD INC | $2.64万 | 0.00% | 62 | -1 | -1.6% | -$425 | 减仓 |
| KR | KROGER CO | $2.64万 | 0.00% | 475 | 58 | 13.9% | $3,221 | 加仓 |
| — | WISDOMTREE TR | $2.64万 | 0.00% | 919 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $2.64万 | 0.00% | 778 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $2.63万 | 0.00% | 222 | 5 | 2.3% | $592 | 加仓 |
| L | LOEWS CORP | $2.62万 | 0.00% | 231 | 8 | 3.6% | $906 | 加仓 |
| UNM | UNUM GROUP | $2.61万 | 0.00% | 292 | 9 | 3.2% | $805 | 加仓 |