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 |
|---|---|---|---|---|---|---|---|---|
| WTS | WATTS WATER TECHNOLOGIES INC | $1.76万 | 0.00% | 45 | 16 | 55.2% | $6,263 | 加仓 |
| KEY | KEYCORP | $1.74万 | 0.00% | 756 | 6 | 0.8% | $138 | 加仓 |
| ONTO | ONTO INNOVATION INC | $1.74万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $1.74万 | 0.00% | 91 | 2 | 2.2% | $382 | 加仓 |
| AVT | AVNET INC | $1.72万 | 0.00% | 194 | 4 | 2.1% | $355 | 加仓 |
| IBDU | ISHARES TR | $1.72万 | 0.00% | 742 | 742 | — | $1.72万 | 新建仓 |
| STE | STERIS PLC | $1.71万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $1.70万 | 0.00% | 128 | 13 | 11.3% | $1,729 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1.70万 | 0.00% | 65 | -5 | -7.1% | -$1,308 | 减仓 |
| AYI | ACUITY INC | $1.70万 | 0.00% | 45 | 3 | 7.1% | $1,130 | 加仓 |
| ITT | ITT INC | $1.68万 | 0.00% | 85 | 3 | 3.7% | $594 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $1.68万 | 0.00% | 53 | 1 | 1.9% | $317 | 加仓 |
| NTES | NETEASE COM INC | $1.68万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $1.67万 | 0.00% | 380 | 51 | 15.5% | $2,246 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $1.67万 | 0.00% | 410 | 410 | — | $1.67万 | 新建仓 |
| VLUE | ISHARES TR | $1.66万 | 0.00% | 83 | -7 | -7.8% | -$1,399 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $1.66万 | 0.00% | 176 | -62 | -26.1% | -$5,836 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $1.64万 | 0.00% | 31 | 1 | 3.3% | $530 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.63万 | 0.00% | 359 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO | $1.63万 | 0.00% | 146 | 3 | 2.1% | $335 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $1.63万 | 0.00% | 270 | 270 | — | $1.63万 | 新建仓 |
| NOW | SERVICENOW INC | $1.63万 | 0.00% | 164 | -100 | -37.9% | -$9,928 | 减仓 |
| THC | TENET HEALTHCARE CORP | $1.63万 | 0.00% | 87 | -5 | -5.4% | -$935 | 减仓 |
| LH | LABCORP HOLDINGS INC | $1.63万 | 0.00% | 58 | 3 | 5.5% | $841 | 加仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $1.62万 | 0.00% | 304 | 53 | 21.1% | $2,829 | 加仓 |
| SSNC | SS&C TECH HLDGS | $1.61万 | 0.00% | 260 | -15 | -5.5% | -$931 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1.61万 | 0.00% | 70 | -2 | -2.8% | -$459 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1.60万 | 0.00% | 316 | 316 | — | $1.60万 | 新建仓 |
| IYJ | ISHARES TR | $1.60万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $1.60万 | 0.00% | 74 | 6 | 8.8% | $1,296 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $1.60万 | 0.00% | 315 | 315 | — | $1.60万 | 新建仓 |
| EXEL | EXELIXIS INC | $1.59万 | 0.00% | 293 | 13 | 4.6% | $707 | 加仓 |
| WYNN | WYNN RESORTS LTD | $1.59万 | 0.00% | 164 | -1 | -0.6% | -$97 | 减仓 |
| EFAV | ISHARES TR | $1.58万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $1.57万 | 0.00% | 471 | 14 | 3.1% | $467 | 加仓 |
| DASH | DOORDASH INC | $1.57万 | 0.00% | 85 | 21 | 32.8% | $3,875 | 加仓 |
| — | WEBSTER FINL CORP | $1.56万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $1.56万 | 0.00% | 406 | 10 | 2.5% | $383 | 加仓 |
| EWA | ISHARES INC | $1.55万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $1.55万 | 0.00% | 88 | 8 | 10.0% | $1,406 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.54万 | 0.00% | 454 | -594 | -56.7% | -$2.02万 | 减仓 |
| DLTR | DOLLAR TREE INC | $1.51万 | 0.00% | 125 | 2 | 1.6% | $242 | 加仓 |
| IR | INGERSOLL RAND INC | $1.51万 | 0.00% | 184 | 18 | 10.8% | $1,476 | 加仓 |
| PHIN | PHINIA INC | $1.51万 | 0.00% | 183 | 7 | 4.0% | $576 | 加仓 |
| AMCR | AMCOR PLC | $1.50万 | 0.00% | 347 | 347 | — | $1.50万 | 新建仓 |
| WSO | WATSCO INC | $1.50万 | 0.00% | 36 | 3 | 9.1% | $1,250 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1.49万 | 0.00% | 165 | -766 | -82.3% | -$6.93万 | 减仓 |
| CACI | CACI INTL INC | $1.48万 | 0.00% | 32 | -2 | -5.9% | -$927 | 减仓 |
| HAS | HASBRO INC | $1.48万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $1.48万 | 0.00% | 283 | 18 | 6.8% | $939 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.47万 | 0.00% | 32 | -4 | -11.1% | -$1,837 | 减仓 |
| MKSI | MKS INC. | $1.47万 | 0.00% | 33 | 2 | 6.5% | $890 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.47万 | 0.00% | 192 | -33 | -14.7% | -$2,521 | 减仓 |
| DTM | DT MIDSTREAM INC | $1.46万 | 0.00% | 99 | 1 | 1.0% | $147 | 加仓 |
| MRP | MILLROSE PPTYS INC | $1.45万 | 0.00% | 483 | 21 | 4.5% | $631 | 加仓 |
| KKR | KKR & CO INC | $1.45万 | 0.00% | 158 | 30 | 23.4% | $2,754 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $1.45万 | 0.00% | 506 | 214 | 73.3% | $6,127 | 加仓 |
| LEN | LENNAR CORP | $1.45万 | 0.00% | 160 | 44 | 37.9% | $3,982 | 加仓 |
| VMI | VALMONT INDS INC | $1.44万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $1.43万 | 0.00% | 57 | 5 | 9.6% | $1,258 | 加仓 |
| AN | AUTONATION INC | $1.43万 | 0.00% | 77 | 2 | 2.7% | $372 | 加仓 |
| SF | STIFEL FINL CORP | $1.43万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $1.43万 | 0.00% | 96 | 1 | 1.1% | $149 | 加仓 |
| CRAI | CRA INTL INC | $1.42万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $1.42万 | 0.00% | 1,275 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $1.42万 | 0.00% | 333 | 25 | 8.1% | $1,065 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1.41万 | 0.00% | 103 | -27 | -20.8% | -$3,698 | 减仓 |
| IVES | WEDBUSH SER TR | $1.41万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $1.41万 | 0.00% | 618 | 12 | 2.0% | $273 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $1.40万 | 0.00% | 161 | 19 | 13.4% | $1,650 | 加仓 |
| NDSN | NORDSON CORP | $1.39万 | 0.00% | 46 | 1 | 2.2% | $302 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $1.39万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1.37万 | 0.00% | 67 | -929 | -93.3% | -$19.05万 | 减仓 |
| RMBS | RAMBUS INC DEL | $1.37万 | 0.00% | 103 | 3 | 3.0% | $398 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1.37万 | 0.00% | 380 | -64 | -14.4% | -$2,302 | 减仓 |
| ARW | ARROW ELECTRS INC | $1.37万 | 0.00% | 64 | 2 | 3.2% | $427 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.36万 | 0.00% | 786 | 58 | 8.0% | $1,006 | 加仓 |
| MTG | MGIC INVT CORP WIS | $1.36万 | 0.00% | 483 | 14 | 3.0% | $395 | 加仓 |
| XYL | XYLEM INC | $1.36万 | 0.00% | 115 | -20 | -14.8% | -$2,364 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1.36万 | 0.00% | 31 | -1 | -3.1% | -$438 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1.35万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1.35万 | 0.00% | 56 | 1 | 1.8% | $241 | 加仓 |
| ACHR | ARCHER AVIATION INC | $1.35万 | 0.00% | 2,850 | 0 | 0.0% | — | 不变 |
| GATX | GATX CORP | $1.35万 | 0.00% | 76 | 2 | 2.7% | $354 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $1.33万 | 0.00% | 2,267 | 2,171 | 2,261.5% | $1.28万 | 加仓 |
| OMC | OMNICOM GROUP INC | $1.33万 | 0.00% | 182 | 27 | 17.4% | $1,977 | 加仓 |
| EVR | EVERCORE INC | $1.33万 | 0.00% | 39 | 1 | 2.6% | $341 | 加仓 |
| EPP | ISHARES INC | $1.33万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $1.33万 | 0.00% | 212 | 3 | 1.4% | $188 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1.33万 | 0.00% | 154 | 4 | 2.7% | $345 | 加仓 |
| PFF | ISHARES TR | $1.33万 | 0.00% | 435 | -167 | -27.7% | -$5,097 | 减仓 |
| INCY | INCYTE CORP | $1.33万 | 0.00% | 117 | 7 | 6.4% | $794 | 加仓 |
| CPRT | COPART INC | $1.32万 | 0.00% | 467 | -87 | -15.7% | -$2,453 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1.32万 | 0.00% | 47 | -1 | -2.1% | -$280 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.31万 | 0.00% | 205 | -26 | -11.3% | -$1,664 | 减仓 |
| ENS | ENERSYS | $1.31万 | 0.00% | 56 | 2 | 3.7% | $468 | 加仓 |
| ES | EVERSOURCE ENERGY | $1.31万 | 0.00% | 181 | 12 | 7.1% | $867 | 加仓 |
| CSL | CARLISLE COS INC | $1.31万 | 0.00% | 36 | -2 | -5.3% | -$726 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $1.31万 | 0.00% | 182 | 5 | 2.8% | $359 | 加仓 |
| RACE | FERRARI N V | $1.30万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |