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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $1.57亿 | 8.80% | 4,046,394 | 320,259 | 8.6% | $1,244.53万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1.27亿 | 7.10% | 3,737,287 | -52,651 | -1.4% | -$178.86万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $9,625.89万 | 5.39% | 1,357,480 | -34,838 | -2.5% | -$247.04万 | 减仓 |
| IWB | ISHARES TR | $7,108.77万 | 3.98% | 199,371 | -3,063 | -1.5% | -$109.21万 | 减仓 |
| AGG | ISHARES TR | $6,955.14万 | 3.89% | 700,628 | 37,385 | 5.6% | $371.12万 | 加仓 |
| IVV | ISHARES TR | $5,785.49万 | 3.24% | 88,570 | 6,390 | 7.8% | $417.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,004.98万 | 2.80% | 104,445 | -1,782 | -1.7% | -$85.39万 | 减仓 |
| IJH | ISHARES TR | $4,817.46万 | 2.70% | 713,381 | 2,803 | 0.4% | $18.93万 | 加仓 |
| MUB | ISHARES TR | $4,097.32万 | 2.29% | 385,993 | 4,141 | 1.1% | $43.96万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $4,047.10万 | 2.26% | 811,204 | 22,041 | 2.8% | $109.96万 | 加仓 |
| IJR | ISHARES TR | $3,961.13万 | 2.22% | 318,649 | 194 | 0.1% | $2.41万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,948.36万 | 2.21% | 1,013,438 | 861 | 0.1% | $3.35万 | 加仓 |
| IWF | ISHARES TR | $3,341.07万 | 1.87% | 78,355 | -2,166 | -2.7% | -$92.36万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,265.58万 | 1.83% | 509,610 | -4,198 | -0.8% | -$26.90万 | 减仓 |
| IEFA | ISHARES TR | $3,116.15万 | 1.74% | 344,211 | 13,086 | 4.0% | $118.47万 | 加仓 |
| IVE | ISHARES TR | $2,760.37万 | 1.54% | 130,730 | 8,068 | 6.6% | $170.36万 | 加仓 |
| AAPL | APPLE INC | $2,518.22万 | 1.41% | 99,225 | -781 | -0.8% | -$19.82万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,274.46万 | 1.27% | 671,726 | -747 | -0.1% | -$2.53万 | 减仓 |
| IEMG | ISHARES INC | $2,251.65万 | 1.26% | 322,818 | -1,005 | -0.3% | -$7.01万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,192.99万 | 1.23% | 486,035 | 15,307 | 3.3% | $69.07万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,958.72万 | 1.10% | 265,985 | 5,551 | 2.1% | $40.88万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,789.70万 | 1.00% | 503,716 | 63,782 | 14.5% | $226.62万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,668.55万 | 0.93% | 329,687 | 7,862 | 2.4% | $39.79万 | 加仓 |
| IVW | ISHARES TR | $1,600.22万 | 0.90% | 141,475 | 2,773 | 2.0% | $31.37万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,565.94万 | 0.88% | 48,812 | -36 | -0.1% | -$1.15万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,521.26万 | 0.85% | 281,455 | 14,634 | 5.5% | $79.10万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,364.47万 | 0.76% | 19 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,342.65万 | 0.75% | 62,431 | -1,294 | -2.0% | -$27.83万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,312.74万 | 0.73% | 20,181 | 62 | 0.3% | $4.03万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,279.52万 | 0.72% | 271,776 | 50,425 | 22.8% | $237.40万 | 加仓 |
| IWV | ISHARES TR | $1,199.47万 | 0.67% | 32,359 | -887 | -2.7% | -$32.88万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,198.42万 | 0.67% | 163,853 | -96 | -0.1% | -$7,021 | 减仓 |
| IWD | ISHARES TR | $1,152.75万 | 0.64% | 53,950 | -295 | -0.5% | -$6.30万 | 减仓 |
| MSFT | MICROSOFT CORP | $960.44万 | 0.54% | 25,946 | -658 | -2.5% | -$24.36万 | 减仓 |
| IJK | ISHARES TR | $943.37万 | 0.53% | 93,755 | -622 | -0.7% | -$6.26万 | 减仓 |
| GOOGL | ALPHABET INC | $940.50万 | 0.53% | 32,706 | -1,600 | -4.7% | -$46.01万 | 减仓 |
| SUB | ISHARES TR | $912.74万 | 0.51% | 85,703 | 1,148 | 1.4% | $12.23万 | 加仓 |
| SHY | ISHARES TR | $880.05万 | 0.49% | 106,582 | -6,937 | -6.1% | -$57.28万 | 减仓 |
| IJS | ISHARES TR | $856.84万 | 0.48% | 72,337 | -4,429 | -5.8% | -$52.46万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $851.41万 | 0.48% | 344,002 | -2,295 | -0.7% | -$5.68万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $841.18万 | 0.47% | 243,468 | 25,938 | 11.9% | $89.62万 | 加仓 |
| IJT | ISHARES TR | $809.91万 | 0.45% | 55,968 | -185 | -0.3% | -$2.68万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $805.36万 | 0.45% | 158,536 | -6,024 | -3.7% | -$30.60万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $774.91万 | 0.43% | 52,324 | -4,265 | -7.5% | -$63.16万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $751.62万 | 0.42% | 30,749 | -103 | -0.3% | -$2.52万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $749.72万 | 0.42% | 298,692 | -575 | -0.2% | -$1.44万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $736.61万 | 0.41% | 152,003 | -1,634 | -1.1% | -$7.92万 | 减仓 |
| GOOG | ALPHABET INC | $719.97万 | 0.40% | 25,098 | 250 | 1.0% | $7.17万 | 加仓 |
| TFI | SPDR SERIES TRUST | $699.78万 | 0.39% | 154,341 | -1,003 | -0.6% | -$4.55万 | 减仓 |
| IWM | ISHARES TR | $683.83万 | 0.38% | 27,574 | 14 | 0.1% | $3,472 | 加仓 |
| VOO | VANGUARD INDEX FDS | $667.24万 | 0.37% | 11,166 | 85 | 0.8% | $5.08万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $627.83万 | 0.35% | 125,591 | 4,833 | 4.0% | $24.16万 | 加仓 |
| IJJ | ISHARES TR | $616.71万 | 0.35% | 46,544 | -1,631 | -3.4% | -$21.61万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $603.05万 | 0.34% | 78,207 | 9,018 | 13.0% | $69.54万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $603.03万 | 0.34% | 207,012 | -2,660 | -1.3% | -$7.75万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $589.12万 | 0.33% | 28,626 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $578.14万 | 0.32% | 43,502 | -685 | -1.6% | -$9.10万 | 减仓 |
| QQQ | INVESCO QQQ TR | $569.88万 | 0.32% | 9,874 | 220 | 2.3% | $12.70万 | 加仓 |
| — | EXXON MOBIL CORP | $558.10万 | 0.31% | 32,895 | -374 | -1.1% | -$6.35万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $544.18万 | 0.30% | 165,153 | 1,058 | 0.6% | $3.49万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $537.44万 | 0.30% | 69,635 | 38,647 | 124.7% | $298.28万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $511.71万 | 0.29% | 54,298 | -962 | -1.7% | -$9.07万 | 减仓 |
| DON | WISDOMTREE TR | $496.06万 | 0.28% | 94,416 | -5,956 | -5.9% | -$31.29万 | 减仓 |
| AMZN | AMAZON COM INC | $495.22万 | 0.28% | 23,778 | -920 | -3.7% | -$19.16万 | 减仓 |
| EFA | ISHARES TR | $491.12万 | 0.27% | 50,563 | 2,364 | 4.9% | $22.96万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $467.98万 | 0.26% | 114,616 | -9,850 | -7.9% | -$40.22万 | 减仓 |
| IUSB | ISHARES TR | $467.64万 | 0.26% | 101,243 | 100,643 | 16,773.8% | $464.87万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $465.08万 | 0.26% | 122,908 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE TR | $460.51万 | 0.26% | 65,890 | -5,849 | -8.2% | -$40.88万 | 减仓 |
| KLAC | KLA CORP | $434.95万 | 0.24% | 2,954 | -11 | -0.4% | -$1.62万 | 减仓 |
| CAT | CATERPILLAR INC | $421.88万 | 0.24% | 5,955 | -167 | -2.7% | -$11.83万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $420.51万 | 0.24% | 91,874 | -1,661 | -1.8% | -$7.60万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $413.66万 | 0.23% | 23,718 | 393 | 1.7% | $6.85万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $413.53万 | 0.23% | 28,630 | -1,061 | -3.6% | -$15.33万 | 减仓 |
| WMT | WALMART INC | $388.93万 | 0.22% | 31,281 | -1,356 | -4.2% | -$16.86万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $360.61万 | 0.20% | 18,380 | -14 | -0.1% | -$2,747 | 减仓 |
| VBR | VANGUARD INDEX FDS | $357.75万 | 0.20% | 16,467 | -136 | -0.8% | -$2.95万 | 减仓 |
| DVY | ISHARES TR | $353.01万 | 0.20% | 23,315 | 6 | 0.0% | $908 | 加仓 |
| CVX | CHEVRON CORPORATION | $348.78万 | 0.20% | 16,857 | -322 | -1.9% | -$6.66万 | 减仓 |
| OEF | ISHARES TR | $300.81万 | 0.17% | 9,457 | -15 | -0.2% | -$4,771 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $296.74万 | 0.17% | 65,004 | -957 | -1.5% | -$4.37万 | 减仓 |
| VB | VANGUARD INDEX FDS | $291.72万 | 0.16% | 11,138 | 263 | 2.4% | $6.89万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $289.08万 | 0.16% | 19,717 | 436 | 2.3% | $6.39万 | 加仓 |
| IYR | ISHARES TR | $274.97万 | 0.15% | 29,079 | -150 | -0.5% | -$1.42万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $273.95万 | 0.15% | 11,302 | 20 | 0.2% | $4,848 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $270.72万 | 0.15% | 28,203 | 5 | 0.0% | $480 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $269.53万 | 0.15% | 46,327 | -7,641 | -14.2% | -$44.46万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $262.98万 | 0.15% | 2,639 | -33 | -1.2% | -$3.29万 | 减仓 |
| PEP | PEPSICO INC | $260.99万 | 0.15% | 16,807 | -195 | -1.1% | -$3.03万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $260.10万 | 0.15% | 52,685 | -3,613 | -6.4% | -$17.84万 | 减仓 |
| IWR | ISHARES TR | $256.49万 | 0.14% | 26,380 | 220 | 0.8% | $2.14万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $254.32万 | 0.14% | 41,515 | 359 | 0.9% | $2.20万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $253.66万 | 0.14% | 8,595 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $253.03万 | 0.14% | 36,954 | -383 | -1.0% | -$2.62万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $248.04万 | 0.14% | 2,932 | 5 | 0.2% | $4,230 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $245.90万 | 0.14% | 53,608 | -1,216 | -2.2% | -$5.58万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $241.70万 | 0.14% | 50,852 | -2,781 | -5.2% | -$13.22万 | 减仓 |
| MRK | MERCK & CO INC | $231.38万 | 0.13% | 19,219 | 735 | 4.0% | $8.85万 | 加仓 |
| ABBV | ABBVIE INC | $229.63万 | 0.13% | 10,558 | -220 | -2.0% | -$4.78万 | 减仓 |
| KO | COCA COLA CO | $226.68万 | 0.13% | 29,791 | -718 | -2.4% | -$5.46万 | 减仓 |