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 |
|---|---|---|---|---|---|---|---|---|
| EXPD | EXPEDITORS INTL WASH INC | $2.31万 | 0.00% | 161 | 6 | 3.9% | $859 | 加仓 |
| CBRE | CBRE GROUP INC | $2.29万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $2.27万 | 0.00% | 115 | -9 | -7.3% | -$1,775 | 减仓 |
| WWD | WOODWARD INC | $2.25万 | 0.00% | 63 | 3 | 5.0% | $1,074 | 加仓 |
| NVO | NOVO-NORDISK A S | $2.23万 | 0.00% | 607 | -190 | -23.8% | -$6,983 | 减仓 |
| MTZ | MASTEC INC | $2.22万 | 0.00% | 69 | 5 | 7.8% | $1,609 | 加仓 |
| RS | RELIANCE INC | $2.22万 | 0.00% | 73 | -6 | -7.6% | -$1,824 | 减仓 |
| CCL | CARNIVAL CORP | $2.21万 | 0.00% | 853 | 41 | 5.0% | $1,061 | 加仓 |
| NWG | NATWEST GROUP PLC | $2.20万 | 0.00% | 1,478 | 0 | 0.0% | — | 不变 |
| VIOV | VANGUARD ADMIRAL FDS INC | $2.20万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $2.20万 | 0.00% | 161 | 6 | 3.9% | $819 | 加仓 |
| OKTA | OKTA INC | $2.20万 | 0.00% | 279 | -30 | -9.7% | -$2,361 | 减仓 |
| AVY | AVERY DENNISON CORP | $2.19万 | 0.00% | 127 | 3 | 2.4% | $518 | 加仓 |
| RRC | RANGE RES CORP | $2.19万 | 0.00% | 484 | 3 | 0.6% | $136 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $2.18万 | 0.00% | 433 | -93 | -17.7% | -$4,680 | 减仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $2.14万 | 0.00% | 502 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $2.13万 | 0.00% | 91 | 2 | 2.2% | $467 | 加仓 |
| — | ELECTRONIC ARTS INC | $2.12万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $2.12万 | 0.00% | 4,209 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $2.11万 | 0.00% | 130 | -22 | -14.5% | -$3,579 | 减仓 |
| WCC | WESCO INTL INC | $2.11万 | 0.00% | 77 | 4 | 5.5% | $1,094 | 加仓 |
| HDB | HDFC BANK LTD | $2.10万 | 0.00% | 844 | -1,206 | -58.8% | -$3.00万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $2.10万 | 0.00% | 107 | -121 | -53.1% | -$2.37万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $2.09万 | 0.00% | 288 | 12 | 4.3% | $870 | 加仓 |
| FN | FABRINET | $2.09万 | 0.00% | 40 | 2 | 5.3% | $1,043 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2.08万 | 0.00% | 19 | -1 | -5.0% | -$1,094 | 减仓 |
| SNA | SNAP ON INC | $2.07万 | 0.00% | 57 | -1 | -1.7% | -$363 | 减仓 |
| UNM | UNUM GROUP | $2.07万 | 0.00% | 283 | 7 | 2.5% | $511 | 加仓 |
| PKG | PACKAGING CORP AMER | $2.04万 | 0.00% | 96 | -18 | -15.8% | -$3,827 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $2.04万 | 0.00% | 70 | -3 | -4.1% | -$873 | 减仓 |
| BE | BLOOM ENERGY CORP | $2.03万 | 0.00% | 150 | 1 | 0.7% | $135 | 加仓 |
| B | BARRICK MNG CORP | $2.02万 | 0.00% | 496 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $2.02万 | 0.00% | 74 | -9 | -10.8% | -$2,451 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $2.01万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $2.01万 | 0.00% | 64 | 1 | 1.6% | $314 | 加仓 |
| PLD | PROLOGIS INC. | $2.01万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $1.99万 | 0.00% | 126 | -6 | -4.5% | -$946 | 减仓 |
| DOV | DOVER CORP | $1.98万 | 0.00% | 95 | -8 | -7.8% | -$1,668 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $1.96万 | 0.00% | 2,188 | -638 | -22.6% | -$5,729 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $1.96万 | 0.00% | 184 | 8 | 4.5% | $854 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.96万 | 0.00% | 1,095 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $1.96万 | 0.00% | 126 | -25 | -16.6% | -$3,888 | 减仓 |
| JLL | JONES LANG LASALLE INC | $1.95万 | 0.00% | 64 | 3 | 4.9% | $913 | 加仓 |
| NGG | NATIONAL GRID PLC | $1.94万 | 0.00% | 229 | 2 | 0.9% | $169 | 加仓 |
| TFC | TRUIST FINL CORP | $1.92万 | 0.00% | 417 | 18 | 4.5% | $827 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $1.92万 | 0.00% | 83 | -17 | -17.0% | -$3,925 | 减仓 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $1.92万 | 0.00% | 774 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.89万 | 0.00% | 359 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $1.89万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $1.88万 | 0.00% | 10 | -1 | -9.1% | -$1,885 | 减仓 |
| NVT | NVENT ELEC PLC | $1.88万 | 0.00% | 159 | 11 | 7.4% | $1,301 | 加仓 |
| NI | NISOURCE INC | $1.87万 | 0.00% | 400 | -15 | -3.6% | -$700 | 减仓 |
| SSNC | SS&C TECH HLDGS | $1.86万 | 0.00% | 275 | 5 | 1.9% | $338 | 加仓 |
| RIO | RIO TINTO PLC | $1.86万 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $1.85万 | 0.00% | 34 | 2 | 6.2% | $1,088 | 加仓 |
| CPRT | COPART INC | $1.84万 | 0.00% | 554 | -38 | -6.4% | -$1,262 | 减仓 |
| CLH | CLEAN HARBORS INC | $1.84万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $1.82万 | 0.00% | 602 | 2 | 0.3% | $61 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1.82万 | 0.00% | 48 | 2 | 4.3% | $760 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $1.82万 | 0.00% | 380 | -1,776 | -82.4% | -$8.52万 | 减仓 |
| NMR | NOMURA HLDGS INC | $1.82万 | 0.00% | 2,303 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $1.81万 | 0.00% | 17 | -1 | -5.6% | -$1,068 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1.81万 | 0.00% | 109 | 9 | 9.0% | $1,496 | 加仓 |
| LII | LENNOX INTL INC | $1.81万 | 0.00% | 39 | 1 | 2.6% | $465 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1.81万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $1.79万 | 0.00% | 81 | -11 | -12.0% | -$2,432 | 减仓 |
| XYZ | BLOCK INC | $1.78万 | 0.00% | 296 | 19 | 6.9% | $1,143 | 加仓 |
| CPAY | CORPAY INC | $1.78万 | 0.00% | 61 | -8 | -11.6% | -$2,328 | 减仓 |
| AA | ALCOA CORP | $1.76万 | 0.00% | 265 | 23 | 9.5% | $1,526 | 加仓 |
| PNR | PENTAIR PLC | $1.75万 | 0.00% | 201 | 7 | 3.6% | $610 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.75万 | 0.00% | 36 | 1 | 2.9% | $485 | 加仓 |
| THC | TENET HEALTHCARE CORP | $1.74万 | 0.00% | 92 | 6 | 7.0% | $1,132 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $1.74万 | 0.00% | 85 | 2 | 2.4% | $408 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1.72万 | 0.00% | 113 | -8 | -6.6% | -$1,220 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.72万 | 0.00% | 447 | -35 | -7.3% | -$1,345 | 减仓 |
| COKE | COCA COLA CONS INC | $1.71万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $1.70万 | 0.00% | 43 | 3 | 7.5% | $1,189 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $1.70万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $1.70万 | 0.00% | 95 | 5 | 5.6% | $895 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $1.69万 | 0.00% | 238 | 9 | 3.9% | $640 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1.68万 | 0.00% | 85 | -6 | -6.6% | -$1,185 | 减仓 |
| ARMK | ARAMARK | $1.68万 | 0.00% | 414 | 9 | 2.2% | $365 | 加仓 |
| WYNN | WYNN RESORTS LTD | $1.68万 | 0.00% | 165 | -23 | -12.2% | -$2,336 | 减仓 |
| HAS | HASBRO INC | $1.68万 | 0.00% | 179 | 4 | 2.3% | $374 | 加仓 |
| WAT | WATERS CORP | $1.67万 | 0.00% | 56 | 8 | 16.7% | $2,382 | 加仓 |
| CNI | CANADIAN NATL RY CO | $1.66万 | 0.00% | 162 | -8 | -4.7% | -$822 | 减仓 |
| EFAV | ISHARES TR | $1.64万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.64万 | 0.00% | 231 | -83 | -26.4% | -$5,908 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1.64万 | 0.00% | 444 | 444 | — | $1.64万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $1.64万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.64万 | 0.00% | 225 | -121 | -35.0% | -$8,796 | 减仓 |
| FFIV | F5 INC | $1.62万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| CRAI | CRA INTL INC | $1.62万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $1.62万 | 0.00% | 138 | 4 | 3.0% | $469 | 加仓 |
| XYL | XYLEM INC | $1.61万 | 0.00% | 135 | -25 | -15.6% | -$2,988 | 减仓 |
| NET | CLOUDFLARE INC | $1.61万 | 0.00% | 78 | -1 | -1.3% | -$206 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $1.60万 | 0.00% | 1,275 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $1.59万 | 0.00% | 396 | -49 | -11.0% | -$1,973 | 减仓 |
| KRE | SPDR SERIES TRUST | $1.59万 | 0.00% | 245 | 1 | 0.4% | $65 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $1.58万 | 0.00% | 80 | -22 | -21.6% | -$4,352 | 减仓 |