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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $2.00亿 | 9.99% | 4,515,601 | 469,207 | 11.6% | $2,081.40万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1.38亿 | 6.88% | 3,743,466 | 6,179 | 0.2% | $22.76万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1.09亿 | 5.45% | 1,333,612 | -23,868 | -1.8% | -$195.57万 | 减仓 |
| IWB | ISHARES TR | $8,036.65万 | 4.01% | 196,255 | -3,116 | -1.6% | -$127.60万 | 减仓 |
| AGG | ISHARES TR | $7,343.08万 | 3.66% | 741,875 | 41,247 | 5.9% | $408.26万 | 加仓 |
| IVV | ISHARES TR | $6,943.91万 | 3.46% | 92,723 | 4,153 | 4.7% | $311.01万 | 加仓 |
| IJH | ISHARES TR | $5,584.37万 | 2.78% | 724,208 | 10,827 | 1.5% | $83.49万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,160.05万 | 2.57% | 103,121 | -1,324 | -1.3% | -$66.25万 | 减仓 |
| IJR | ISHARES TR | $4,686.19万 | 2.34% | 315,972 | -2,677 | -0.8% | -$39.70万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4,404.30万 | 2.20% | 1,067,709 | 54,271 | 5.4% | $223.87万 | 加仓 |
| MUB | ISHARES TR | $4,171.99万 | 2.08% | 387,660 | 1,667 | 0.4% | $17.94万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $4,166.31万 | 2.08% | 823,707 | 12,503 | 1.5% | $63.24万 | 加仓 |
| IWF | ISHARES TR | $3,830.80万 | 1.91% | 308,513 | -4,907 | -1.6% | -$60.93万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,621.12万 | 1.81% | 508,227 | -1,383 | -0.3% | -$9.85万 | 减仓 |
| IEFA | ISHARES TR | $3,309.24万 | 1.65% | 342,642 | -1,569 | -0.5% | -$15.15万 | 减仓 |
| IVE | ISHARES TR | $2,835.79万 | 1.41% | 124,892 | -5,838 | -4.5% | -$132.56万 | 减仓 |
| AAPL | APPLE INC | $2,826.22万 | 1.41% | 97,671 | -1,554 | -1.6% | -$44.97万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,785.34万 | 1.39% | 692,698 | 20,972 | 3.1% | $84.33万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,575.81万 | 1.28% | 498,319 | 12,284 | 2.5% | $63.50万 | 加仓 |
| IEMG | ISHARES INC | $2,559.68万 | 1.28% | 308,991 | -13,827 | -4.3% | -$114.54万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,534.25万 | 1.26% | 680,153 | 176,437 | 35.0% | $657.40万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,974.16万 | 0.98% | 268,922 | 2,937 | 1.1% | $21.56万 | 加仓 |
| IVW | ISHARES TR | $1,879.16万 | 0.94% | 136,636 | -4,839 | -3.4% | -$66.55万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,811.00万 | 0.90% | 48,941 | 129 | 0.3% | $4.77万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,706.17万 | 0.85% | 337,387 | 7,700 | 2.3% | $38.94万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,697.04万 | 0.85% | 284,308 | 2,853 | 1.0% | $17.03万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,521.71万 | 0.76% | 20,373 | 192 | 1.0% | $14.34万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,482.83万 | 0.74% | 62,667 | 236 | 0.4% | $5.58万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,422.82万 | 0.71% | 19 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,346.77万 | 0.67% | 286,913 | 15,137 | 5.6% | $71.05万 | 加仓 |
| IWV | ISHARES TR | $1,345.75万 | 0.67% | 31,561 | -798 | -2.5% | -$34.03万 | 减仓 |
| IWD | ISHARES TR | $1,290.32万 | 0.64% | 53,224 | -726 | -1.3% | -$17.60万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,252.55万 | 0.62% | 308,207 | 64,739 | 26.6% | $263.10万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,212.16万 | 0.60% | 161,837 | -2,016 | -1.2% | -$15.10万 | 减仓 |
| GOOGL | ALPHABET INC | $1,151.05万 | 0.57% | 32,209 | -497 | -1.5% | -$17.76万 | 减仓 |
| IJK | ISHARES TR | $1,084.35万 | 0.54% | 92,285 | -1,470 | -1.6% | -$17.27万 | 减仓 |
| IJT | ISHARES TR | $1,024.99万 | 0.51% | 57,390 | 1,422 | 2.5% | $25.40万 | 加仓 |
| IJS | ISHARES TR | $981.40万 | 0.49% | 71,803 | -534 | -0.7% | -$7.30万 | 减仓 |
| MSFT | MICROSOFT CORP | $941.13万 | 0.47% | 25,230 | -716 | -2.8% | -$26.71万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $930.05万 | 0.46% | 335,757 | -8,245 | -2.4% | -$22.84万 | 减仓 |
| SHY | ISHARES TR | $887.06万 | 0.44% | 108,034 | 1,452 | 1.4% | $11.92万 | 加仓 |
| GOOG | ALPHABET INC | $878.47万 | 0.44% | 24,863 | -235 | -0.9% | -$8.30万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $877.61万 | 0.44% | 46,064 | 2,562 | 5.9% | $48.81万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $874.76万 | 0.44% | 12,737 | 1,571 | 14.1% | $107.89万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $845.92万 | 0.42% | 292,101 | -6,591 | -2.2% | -$19.09万 | 减仓 |
| IWM | ISHARES TR | $824.05万 | 0.41% | 27,427 | -147 | -0.5% | -$4.42万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $819.37万 | 0.41% | 51,849 | -475 | -0.9% | -$7.51万 | 减仓 |
| SUB | ISHARES TR | $792.89万 | 0.40% | 74,471 | -11,232 | -13.1% | -$119.59万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $775.48万 | 0.39% | 30,534 | -215 | -0.7% | -$5.46万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $772.13万 | 0.38% | 158,678 | 142 | 0.1% | $6,910 | 加仓 |
| QQQ | INVESCO QQQ TR | $733.31万 | 0.37% | 9,956 | 82 | 0.8% | $6.04万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $725.41万 | 0.36% | 131,869 | -20,134 | -13.2% | -$110.76万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $720.19万 | 0.36% | 29,251 | 625 | 2.2% | $15.39万 | 加仓 |
| TFI | SPDR SERIES TRUST | $703.45万 | 0.35% | 153,591 | -750 | -0.5% | -$3.44万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $696.16万 | 0.35% | 81,432 | 3,225 | 4.1% | $27.57万 | 加仓 |
| IJJ | ISHARES TR | $692.12万 | 0.35% | 46,850 | 306 | 0.7% | $4.52万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $686.22万 | 0.34% | 202,784 | -4,228 | -2.0% | -$14.31万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $669.85万 | 0.33% | 132,238 | 6,647 | 5.3% | $33.67万 | 加仓 |
| CAT | CATERPILLAR INC | $618.91万 | 0.31% | 5,812 | -143 | -2.4% | -$15.23万 | 减仓 |
| IUSB | ISHARES TR | $594.21万 | 0.30% | 128,757 | 27,514 | 27.2% | $126.98万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $560.96万 | 0.28% | 57,125 | 2,827 | 5.2% | $27.76万 | 加仓 |
| KLAC | KLA CORP | $553.34万 | 0.28% | 18,340 | -11,200 | -37.9% | -$337.92万 | 减仓 |
| AMZN | AMAZON COM INC | $539.94万 | 0.27% | 22,654 | -1,124 | -4.7% | -$26.79万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $539.61万 | 0.27% | 148,818 | -16,335 | -9.9% | -$59.23万 | 减仓 |
| DON | WISDOMTREE TR | $536.79万 | 0.27% | 94,973 | 557 | 0.6% | $3.15万 | 加仓 |
| EFA | ISHARES TR | $533.39万 | 0.27% | 51,347 | 784 | 1.6% | $8.14万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $490.15万 | 0.24% | 111,322 | -3,294 | -2.9% | -$14.50万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $469.95万 | 0.23% | 94,538 | 2,664 | 2.9% | $13.24万 | 加仓 |
| DWM | WISDOMTREE TR | $462.73万 | 0.23% | 63,202 | -2,688 | -4.1% | -$19.68万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $452.21万 | 0.23% | 123,018 | 110 | 0.1% | $4,044 | 加仓 |
| NVDA | NVIDIA CORPORATION | $445.47万 | 0.22% | 22,263 | -1,455 | -6.1% | -$29.11万 | 减仓 |
| — | EXXON MOBIL CORP | $422.40万 | 0.21% | 30,895 | -2,000 | -6.1% | -$27.34万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $415.99万 | 0.21% | 28,368 | -262 | -0.9% | -$3.84万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $403.65万 | 0.20% | 18,522 | 142 | 0.8% | $3.09万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $399.11万 | 0.20% | 16,425 | -42 | -0.3% | -$1.02万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $385.96万 | 0.19% | 3,344 | 170 | 5.4% | $19.62万 | 加仓 |
| DVY | ISHARES TR | $363.26万 | 0.18% | 23,241 | -74 | -0.3% | -$1.16万 | 减仓 |
| WMT | WALMART INC | $345.84万 | 0.17% | 30,535 | -746 | -2.4% | -$8.45万 | 减仓 |
| OEF | ISHARES TR | $341.71万 | 0.17% | 9,340 | -117 | -1.2% | -$4.28万 | 减仓 |
| VB | VANGUARD INDEX FDS | $331.52万 | 0.17% | 10,937 | -201 | -1.8% | -$6.09万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $328.22万 | 0.16% | 65,136 | 132 | 0.2% | $6,651 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $317.38万 | 0.16% | 20,004 | 287 | 1.5% | $4.55万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $314.53万 | 0.16% | 11,185 | -117 | -1.0% | -$3.29万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $309.89万 | 0.15% | 55,566 | 1,958 | 3.7% | $10.92万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $298.32万 | 0.15% | 36,108 | 12,660 | 54.0% | $104.60万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $297.69万 | 0.15% | 55,097 | 4,245 | 8.3% | $22.94万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $297.58万 | 0.15% | 55,509 | 2,824 | 5.4% | $15.14万 | 加仓 |
| IYR | ISHARES TR | $291.59万 | 0.15% | 28,518 | -561 | -1.9% | -$5.74万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $291.13万 | 0.15% | 8,595 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $290.26万 | 0.14% | 2,870 | -62 | -2.1% | -$6.27万 | 减仓 |
| IWR | ISHARES TR | $289.78万 | 0.14% | 26,268 | -112 | -0.4% | -$1.24万 | 减仓 |
| EEM | ISHARES TR | $285.83万 | 0.14% | 41,783 | 3,549 | 9.3% | $24.28万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $285.45万 | 0.14% | 34,479 | 17,284 | 100.5% | $143.09万 | 加仓 |
| ACWX | ISHARES TR | $283.89万 | 0.14% | 37,299 | 345 | 0.9% | $2.63万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $279.61万 | 0.14% | 41,113 | -5,214 | -11.3% | -$35.46万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $273.60万 | 0.14% | 28,189 | -14 | -0.0% | -$1,359 | 减仓 |
| CVX | CHEVRON CORPORATION | $273.50万 | 0.14% | 16,500 | -357 | -2.1% | -$5.92万 | 减仓 |
| ABBV | ABBVIE INC | $264.38万 | 0.13% | 10,506 | -52 | -0.5% | -$1.31万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $258.99万 | 0.13% | 71,682 | 11 | 0.0% | $397 | 加仓 |
| VO | VANGUARD INDEX FDS | $257.69万 | 0.13% | 31,984 | 1,960 | 6.5% | $15.79万 | 加仓 |