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 |
|---|---|---|---|---|---|---|---|---|
| ITT | ITT INC | $1.56万 | 0.00% | 82 | 2 | 2.5% | $381 | 加仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $1.56万 | 0.00% | 251 | -523 | -67.6% | -$3.25万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1.56万 | 0.00% | 72 | -24 | -25.0% | -$5,198 | 减仓 |
| FG | F&G ANNUITIES & LIFE INC | $1.55万 | 0.00% | 611 | 124 | 25.5% | $3,140 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $1.55万 | 0.00% | 52 | -1 | -1.9% | -$297 | 减仓 |
| NOK | NOKIA CORP | $1.53万 | 0.00% | 1,901 | -80 | -4.0% | -$643 | 减仓 |
| EWA | ISHARES INC | $1.53万 | 0.00% | 550 | 550 | — | $1.53万 | 新建仓 |
| DY | DYCOM INDS INC | $1.52万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1.52万 | 0.00% | 32 | -13 | -28.9% | -$6,169 | 减仓 |
| GL | GLOBE LIFE INC | $1.52万 | 0.00% | 109 | -4 | -3.5% | -$557 | 减仓 |
| SF | STIFEL FINL CORP | $1.52万 | 0.00% | 205 | 7 | 3.5% | $517 | 加仓 |
| RL | RALPH LAUREN CORP | $1.51万 | 0.00% | 44 | 1 | 2.3% | $344 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $1.51万 | 0.00% | 634 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1.51万 | 0.00% | 12 | -1 | -7.7% | -$1,261 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1.51万 | 0.00% | 322 | -101 | -23.9% | -$4,738 | 减仓 |
| KEY | KEYCORP | $1.50万 | 0.00% | 750 | -4 | -0.5% | -$80 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $1.48万 | 0.00% | 214 | -250 | -53.9% | -$1.73万 | 减仓 |
| IGM | ISHARES TR | $1.48万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $1.47万 | 0.00% | 2,850 | 1,850 | 185.0% | $9,565 | 加仓 |
| LH | LABCORP HOLDINGS INC | $1.47万 | 0.00% | 55 | -10 | -15.4% | -$2,672 | 减仓 |
| XBI | SPDR SERIES TRUST | $1.47万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $1.47万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $1.47万 | 0.00% | 152 | -21 | -12.1% | -$2,025 | 减仓 |
| AN | AUTONATION INC | $1.46万 | 0.00% | 75 | -4 | -5.1% | -$781 | 减仓 |
| FSLR | FIRST SOLAR INC | $1.46万 | 0.00% | 74 | 1 | 1.4% | $197 | 加仓 |
| GEN | GEN DIGITAL INC | $1.45万 | 0.00% | 772 | -32 | -4.0% | -$603 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $1.44万 | 0.00% | 30 | -1 | -3.2% | -$480 | 减仓 |
| AIZ | ASSURANT INC | $1.44万 | 0.00% | 66 | -5 | -7.0% | -$1,089 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $1.42万 | 0.00% | 329 | -1,230 | -78.9% | -$5.31万 | 减仓 |
| IYJ | ISHARES TR | $1.42万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $1.42万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $1.41万 | 0.00% | 63 | -22 | -25.9% | -$4,939 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1.40万 | 0.00% | 81 | -193 | -70.4% | -$3.33万 | 减仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $1.39万 | 0.00% | 383 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $1.38万 | 0.00% | 720 | -280 | -28.0% | -$5,380 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $1.38万 | 0.00% | 606 | 20 | 3.4% | $456 | 加仓 |
| ROL | ROLLINS INC | $1.38万 | 0.00% | 258 | 12 | 4.9% | $641 | 加仓 |
| — | ISHARES TR | $1.38万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $1.36万 | 0.00% | 227 | 5 | 2.3% | $300 | 加仓 |
| BG | BUNGE GLOBAL SA | $1.36万 | 0.00% | 107 | 10 | 10.3% | $1,272 | 加仓 |
| TRMB | TRIMBLE INC | $1.36万 | 0.00% | 208 | 9 | 4.5% | $587 | 加仓 |
| DLTR | DOLLAR TREE INC | $1.35万 | 0.00% | 123 | 11 | 9.8% | $1,205 | 加仓 |
| — | COTERRA ENERGY INC | $1.34万 | 0.00% | 382 | -83 | -17.8% | -$2,917 | 减仓 |
| IHI | ISHARES TR | $1.33万 | 0.00% | 250 | 250 | — | $1.33万 | 新建仓 |
| IR | INGERSOLL RAND INC | $1.33万 | 0.00% | 166 | -41 | -19.8% | -$3,285 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1.33万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES INC | $1.33万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $1.33万 | 0.00% | 121 | -42 | -25.8% | -$4,611 | 减仓 |
| CLX | CLOROX CO DEL | $1.33万 | 0.00% | 128 | 15 | 13.3% | $1,554 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1.32万 | 0.00% | 40 | -5 | -11.1% | -$1,654 | 减仓 |
| DTM | DT MIDSTREAM INC | $1.32万 | 0.00% | 98 | 6 | 6.5% | $810 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $1.32万 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $1.31万 | 0.00% | 115 | 29 | 33.7% | $3,311 | 加仓 |
| GGG | GRACO INC | $1.30万 | 0.00% | 154 | -45 | -22.6% | -$3,810 | 减仓 |
| RKLB | ROCKET LAB CORP | $1.30万 | 0.00% | 202 | 136 | 206.1% | $8,734 | 加仓 |
| MRP | MILLROSE PPTYS INC | $1.29万 | 0.00% | 462 | -155 | -25.1% | -$4,340 | 减仓 |
| VRSN | VERISIGN INC | $1.29万 | 0.00% | 52 | -12 | -18.8% | -$2,980 | 减仓 |
| CMC | COMMERCIAL METALS CO | $1.28万 | 0.00% | 209 | 1 | 0.5% | $61 | 加仓 |
| VLUE | ISHARES TR | $1.28万 | 0.00% | 90 | 31 | 52.5% | $4,408 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $1.28万 | 0.00% | 109 | 1 | 0.9% | $117 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1.27万 | 0.00% | 197 | 1 | 0.5% | $65 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1.27万 | 0.00% | 60 | 4 | 7.1% | $848 | 加仓 |
| CSL | CARLISLE COS INC | $1.27万 | 0.00% | 38 | -19 | -33.3% | -$6,339 | 减仓 |
| GATX | GATX CORP | $1.26万 | 0.00% | 74 | -2 | -2.6% | -$341 | 减仓 |
| CF | CF INDUSTRIES HOLD | $1.26万 | 0.00% | 97 | 3 | 3.2% | $390 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $1.25万 | 0.00% | 277 | 57 | 25.9% | $2,567 | 加仓 |
| BIIB | BIOGEN INC | $1.25万 | 0.00% | 68 | 5 | 7.9% | $917 | 加仓 |
| BN | BROOKFIELD CORP | $1.25万 | 0.00% | 308 | -11 | -3.4% | -$445 | 减仓 |
| ALLE | ALLEGION PLC | $1.24万 | 0.00% | 85 | -11 | -11.5% | -$1,598 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $1.23万 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $1.23万 | 0.00% | 469 | 12 | 2.6% | $315 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $1.23万 | 0.00% | 106 | -59 | -35.8% | -$6,831 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $1.23万 | 0.00% | 143 | 2 | 1.4% | $171 | 加仓 |
| DGRW | WISDOMTREE TR | $1.21万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| — | AMERICAN RES CORP | $1.21万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $1.21万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $1.21万 | 0.00% | 150 | -11 | -6.8% | -$884 | 减仓 |
| COIN | COINBASE GLOBAL INC | $1.20万 | 0.00% | 69 | -6 | -8.0% | -$1,048 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A | $1.20万 | 0.00% | 1,051 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1.20万 | 0.00% | 146 | -22 | -13.1% | -$1,811 | 减仓 |
| EXEL | EXELIXIS INC | $1.20万 | 0.00% | 280 | 6 | 2.2% | $257 | 加仓 |
| WSO | WATSCO INC | $1.20万 | 0.00% | 33 | -10 | -23.3% | -$3,638 | 减仓 |
| NDSN | NORDSON CORP | $1.20万 | 0.00% | 45 | 2 | 4.7% | $533 | 加仓 |
| DCI | DONALDSON INC | $1.20万 | 0.00% | 141 | 4 | 2.9% | $339 | 加仓 |
| ESLT | ELBIT SYS LTD | $1.19万 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $1.18万 | 0.00% | 35 | -8 | -18.6% | -$2,708 | 减仓 |
| KKR | KKR & CO INC | $1.18万 | 0.00% | 128 | -19 | -12.9% | -$1,758 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $1.18万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $1.18万 | 0.00% | 98 | 6 | 6.5% | $723 | 加仓 |
| AYI | ACUITY INC | $1.18万 | 0.00% | 42 | -1 | -2.3% | -$280 | 减仓 |
| OMC | OMNICOM GROUP INC | $1.17万 | 0.00% | 155 | -63 | -28.9% | -$4,769 | 减仓 |
| ES | EVERSOURCE ENERGY | $1.17万 | 0.00% | 169 | 74 | 77.9% | $5,127 | 加仓 |
| AVT | AVNET INC | $1.17万 | 0.00% | 190 | 5 | 2.7% | $308 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $1.17万 | 0.00% | 659 | 7 | 1.1% | $124 | 加仓 |
| SANM | SANMINA CORP | $1.17万 | 0.00% | 90 | 5 | 5.9% | $648 | 加仓 |
| AEE | AMEREN CORP | $1.17万 | 0.00% | 106 | -39 | -26.9% | -$4,287 | 减仓 |
| — | TOPBUILD COR | $1.16万 | 0.00% | 33 | 1 | 3.1% | $351 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $1.15万 | 0.00% | 115 | -96 | -45.5% | -$9,634 | 减仓 |
| TCOM | TRIP COM GROUP LTD | $1.15万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $1.14万 | 0.00% | 276 | 13 | 4.9% | $536 | 加仓 |