JSF Financial, LLC
LOS ANGELES CA · SEC CIK 0001802224
$6.32亿2026Q2 申报市值
142持仓数
63.9%前十大占比 · 第一大 15.3%
26 / 13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
AVEM 加仓+$2,060.96万
CGGR 加仓+$1,771.79万
IDEQ 新建仓+$1,434.99万
AVDE 加仓+$384.24万
IWY 加仓+$335.41万
2026Q2 卖出最多 按季末市值估算
STIP 清仓-$1,478.76万
IEFA 减仓-$997.04万
IWX 减仓-$424.12万
XLP 清仓-$265.69万
XLK 减仓-$152.53万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $9,700.40万 | 15.34% | 129,530 | 2,278 | 1.8% | $170.60万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $6,792.92万 | 10.75% | 1,439,179 | 375,379 | 35.3% | $1,771.79万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $6,376.07万 | 10.09% | 714,806 | 43,076 | 6.4% | $384.24万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $3,822.93万 | 6.05% | 886,168 | -5,463 | -0.6% | -$23.57万 | 减仓 |
| IWY | ISHARES TR | $2,627.27万 | 4.16% | 90,402 | 11,541 | 14.6% | $335.41万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,601.04万 | 4.11% | 269,566 | 213,593 | 381.6% | $2,060.96万 | 加仓 |
| IWX | ISHARES TR | $2,518.29万 | 3.98% | 239,472 | -40,331 | -14.4% | -$424.12万 | 减仓 |
| AAPL | APPLE INC | $2,387.14万 | 3.78% | 82,497 | -392 | -0.5% | -$11.34万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,847.04万 | 2.92% | 244,608 | 29,440 | 13.7% | $222.30万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,720.30万 | 2.72% | 23,361 | -398 | -1.7% | -$29.31万 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $1,434.99万 | 2.27% | 409,180 | 409,180 | — | $1,434.99万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,144.33万 | 1.81% | 186,891 | 7,586 | 4.2% | $46.45万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $1,120.15万 | 1.77% | 15,000 | 15,000 | — | $1,120.15万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,032.46万 | 1.63% | 51,600 | -143 | -0.3% | -$2.86万 | 减仓 |
| BKDV | BNY MELLON ETF TRUST II | $885.59万 | 1.40% | 264,433 | 77,695 | 41.6% | $260.20万 | 加仓 |
| GOOGL | ALPHABET INC | $783.73万 | 1.24% | 21,931 | 176 | 0.8% | $6.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $577.14万 | 0.91% | 15,472 | -228 | -1.5% | -$8.50万 | 减仓 |
| IWF | ISHARES TR | $563.74万 | 0.89% | 45,401 | 601 | 1.3% | $7.46万 | 加仓 |
| AMZN | AMAZON COM INC | $548.49万 | 0.87% | 23,013 | -262 | -1.1% | -$6.24万 | 减仓 |
| ITOT | ISHARES TR | $437.23万 | 0.69% | 26,617 | -24 | -0.1% | -$3,942 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $431.92万 | 0.68% | 76,473 | 8,290 | 12.2% | $46.82万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $423.98万 | 0.67% | 8,473 | -90 | -1.1% | -$4.50万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $378.83万 | 0.60% | 5,073 | 2,357 | 86.8% | $176.01万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $352.92万 | 0.56% | 40,159 | -891 | -2.2% | -$7.83万 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $343.44万 | 0.54% | 316,831 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $334.08万 | 0.53% | 10,206 | -263 | -2.5% | -$8.61万 | 减仓 |
| IEFA | ISHARES TR | $332.36万 | 0.53% | 34,413 | -103,236 | -75.0% | -$997.04万 | 减仓 |
| IWR | ISHARES TR | $329.28万 | 0.52% | 29,848 | 2,827 | 10.5% | $31.19万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $325.05万 | 0.51% | 2,816 | -516 | -15.5% | -$59.56万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $310.74万 | 0.49% | 16,310 | -8,006 | -32.9% | -$152.53万 | 减仓 |
| GOOG | ALPHABET INC | $302.31万 | 0.48% | 8,556 | -1 | -0.0% | -$353 | 减仓 |
| AVGO | BROADCOM INC | $279.85万 | 0.44% | 7,408 | 210 | 2.9% | $7.93万 | 加仓 |
| LLY | ELI LILLY & CO | $268.57万 | 0.42% | 2,239 | 1,252 | 126.8% | $150.18万 | 加仓 |
| FLEX | FLEX LTD | $268.44万 | 0.42% | 16,563 | -3,941 | -19.2% | -$63.87万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $257.66万 | 0.41% | 5,972 | 5,972 | — | $257.66万 | 新建仓 |
| KLAC | KLA CORP | $256.04万 | 0.41% | 8,486 | 356 | 4.4% | $10.74万 | 加仓 |
| IJR | ISHARES TR | $234.58万 | 0.37% | 15,817 | 1,190 | 8.1% | $17.65万 | 加仓 |
| IEMG | ISHARES INC | $214.62万 | 0.34% | 25,907 | -6,854 | -20.9% | -$56.78万 | 减仓 |
| IJH | ISHARES TR | $213.37万 | 0.34% | 27,671 | -1,280 | -4.4% | -$9.87万 | 减仓 |
| WMT | WALMART INC | $202.03万 | 0.32% | 17,838 | 424 | 2.4% | $4.80万 | 加仓 |
| GLW | CORNING INC | $192.96万 | 0.31% | 7,554 | 7,554 | — | $192.96万 | 新建仓 |
| JBL | JABIL INC | $187.31万 | 0.30% | 4,859 | 67 | 1.4% | $2.58万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $181.22万 | 0.29% | 1,937 | -59 | -3.0% | -$5.52万 | 减仓 |
| MRK | MERCK & CO INC | $179.39万 | 0.28% | 13,960 | 11,637 | 500.9% | $149.54万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $176.75万 | 0.28% | 6,189 | 2 | 0.0% | $571 | 加仓 |
| WWD | WOODWARD INC | $173.12万 | 0.27% | 4,069 | 110 | 2.8% | $4.68万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $170.97万 | 0.27% | 2,151 | 34 | 1.6% | $2.70万 | 加仓 |
| — | EXXON MOBIL CORP | $170.32万 | 0.27% | 12,458 | 277 | 2.3% | $3.79万 | 加仓 |
| IWM | ISHARES TR | $165.62万 | 0.26% | 5,512 | 1,449 | 35.7% | $43.54万 | 加仓 |
| MO | ALTRIA GROUP INC | $165.46万 | 0.26% | 22,996 | 19,367 | 533.7% | $139.35万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $163.84万 | 0.26% | 4,963 | 146 | 3.0% | $4.82万 | 加仓 |
| DIS | DISNEY WALT CO | $159.83万 | 0.25% | 16,606 | -435 | -2.6% | -$4.19万 | 减仓 |
| V | VISA INC | $153.69万 | 0.24% | 4,480 | 3 | 0.1% | $1,029 | 加仓 |
| FN | FABRINET | $150.97万 | 0.24% | 2,686 | 55 | 2.1% | $3.09万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $150.56万 | 0.24% | 34,187 | 1,043 | 3.1% | $4.59万 | 加仓 |
| NI | NISOURCE INC | $148.22万 | 0.23% | 31,171 | 980 | 3.2% | $4.66万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $145.94万 | 0.23% | 13,623 | 4,013 | 41.8% | $42.99万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $141.94万 | 0.22% | 3,830 | 3,830 | — | $141.94万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $137.54万 | 0.22% | 31,238 | 4,654 | 17.5% | $20.49万 | 重新持有 |
| CTVA | CORTEVA INC | $137.50万 | 0.22% | 16,235 | 16,235 | — | $137.50万 | 新建仓 |
| IWD | ISHARES TR | $135.96万 | 0.22% | 5,608 | 3,035 | 118.0% | $73.58万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $135.70万 | 0.21% | 12,590 | 12,590 | — | $135.70万 | 新建仓 |
| EXEL | EXELIXIS INC | $135.42万 | 0.21% | 24,888 | 24,888 | — | $135.42万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD | $132.88万 | 0.21% | 4,193 | 4,193 | — | $132.88万 | 新建仓 |
| ROST | ROSS STORES INC | $130.24万 | 0.21% | 6,119 | 6,119 | — | $130.24万 | 新建仓 |
| CIEN | CIENA CORP | $128.77万 | 0.20% | 2,625 | 2,625 | — | $128.77万 | 新建仓 |
| MLI | MUELLER INDS INC | $128.09万 | 0.20% | 10,420 | 775 | 8.0% | $9.53万 | 加仓 |
| CAM | AB ACTIVE ETFS INC | $127.53万 | 0.20% | 50,687 | -1,830 | -3.5% | -$4.60万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $127.39万 | 0.20% | 10,083 | 432 | 4.5% | $5.46万 | 加仓 |
| TSLA | TESLA INC | $122.48万 | 0.19% | 2,912 | 227 | 8.5% | $9.55万 | 加仓 |
| UNM | UNUM GROUP | $122.39万 | 0.19% | 13,690 | 13,690 | — | $122.39万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $120.78万 | 0.19% | 16,951 | 11,511 | 211.6% | $82.02万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $119.68万 | 0.19% | 19,473 | 5,923 | 43.7% | $36.40万 | 加仓 |
| EFA | ISHARES TR | $118.84万 | 0.19% | 11,440 | -16 | -0.1% | -$1,662 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $118.81万 | 0.19% | 3,484 | -114 | -3.2% | -$3.89万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $115.71万 | 0.18% | 1,144 | 2 | 0.2% | $2,023 | 加仓 |
| IVE | ISHARES TR | $111.14万 | 0.18% | 4,895 | -281 | -5.4% | -$6.38万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $102.95万 | 0.16% | 15,234 | 24 | 0.2% | $1,622 | 加仓 |
| EEM | ISHARES TR | $99.35万 | 0.16% | 14,523 | -5,921 | -29.0% | -$40.50万 | 减仓 |
| HDV | ISHARES TR | $98.40万 | 0.16% | 35,899 | 234 | 0.7% | $6,414 | 加仓 |
| HD | HOME DEPOT INC | $96.22万 | 0.15% | 2,728 | -267 | -8.9% | -$9.42万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $87.09万 | 0.14% | 17,059 | 5,680 | 49.9% | $29.00万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $84.33万 | 0.13% | 3,320 | -60 | -1.8% | -$1.52万 | 减仓 |
| BRZE | BRAZE INC | $83.63万 | 0.13% | 38,558 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $80.71万 | 0.13% | 1,971 | 1,971 | — | $80.71万 | 新建仓 |
| CAT | CATERPILLAR INC | $78.54万 | 0.12% | 738 | -14 | -1.9% | -$1.49万 | 减仓 |
| SMH | VANECK ETF TRUST | $78.27万 | 0.12% | 1,193 | 122 | 11.4% | $8.00万 | 加仓 |
| DE | DEERE & CO | $77.16万 | 0.12% | 1,216 | -14 | -1.1% | -$8,884 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $77.10万 | 0.12% | 1,855 | -16 | -0.9% | -$6,650 | 减仓 |
| PG | PROCTER & GAMBLE CO | $73.18万 | 0.12% | 4,990 | -196 | -3.8% | -$2.87万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $72.45万 | 0.11% | 1,672 | 1 | 0.1% | $433 | 加仓 |
| META | META PLATFORMS INC | $71.11万 | 0.11% | 1,262 | 8 | 0.6% | $4,508 | 加仓 |
| IJS | ISHARES TR | $65.78万 | 0.10% | 4,813 | 173 | 3.7% | $2.36万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $58.77万 | 0.09% | 1,588 | 588 | 58.8% | $21.76万 | 加仓 |
| NFLX | NETFLIX INC. | $53.07万 | 0.08% | 7,433 | 970 | 15.0% | $6.93万 | 加仓 |
| AMGN | AMGEN INC | $52.98万 | 0.08% | 1,463 | 4 | 0.3% | $1,448 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $46.80万 | 0.07% | 1,545 | 1,545 | — | $46.80万 | 新建仓 |
| RTX | RTX CORPORATION | $45.28万 | 0.07% | 2,387 | -29 | -1.2% | -$5,501 | 减仓 |
| CRM | SALESFORCE INC | $43.97万 | 0.07% | 2,807 | 1,163 | 70.7% | $18.22万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $43.18万 | 0.07% | 12,473 | -6,848 | -35.4% | -$23.71万 | 减仓 |