JSF Financial, LLC
LOS ANGELES CA · SEC CIK 0001802224
$5.10亿2026Q1 申报市值
126持仓数
65.1%前十大占比 · 第一大 16.3%
6 / 10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
AVDE 加仓+$2,546.73万
SDVY 加仓+$1,249.00万
IEFA 加仓+$811.09万
CGGR 加仓+$763.94万
AVEM 新建仓+$451.03万
2026Q1 卖出最多 按季末市值估算
IJH 减仓-$932.95万
STIP 减仓-$765.36万
IEMG 减仓-$345.16万
SPMD 清仓-$210.97万
FOXA 清仓-$147.27万
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 |
|---|---|---|---|---|---|---|---|---|
| CASY | CASEYS GEN STORES INC | $154.10万 | 0.30% | 2,117 | -432 | -16.9% | -$31.45万 | 减仓 |
| DIS | DISNEY WALT CO | $164.24万 | 0.32% | 17,041 | -479 | -2.7% | -$4.62万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $176.65万 | 0.35% | 2,716 | -38 | -1.4% | -$2.47万 | 减仓 |
| IJR | ISHARES TR | $181.82万 | 0.36% | 14,627 | -3,001 | -17.0% | -$37.30万 | 减仓 |
| IJH | ISHARES TR | $195.50万 | 0.38% | 28,951 | -138,155 | -82.7% | -$932.95万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $198.92万 | 0.39% | 1,996 | -47 | -2.3% | -$4.68万 | 减仓 |
| — | EXXON MOBIL CORP | $206.67万 | 0.41% | 12,181 | 189 | 1.6% | $3.21万 | 加仓 |
| WMT | WALMART INC | $216.42万 | 0.42% | 17,414 | -811 | -4.4% | -$10.08万 | 减仓 |
| AVGO | BROADCOM INC | $222.78万 | 0.44% | 7,198 | 473 | 7.0% | $14.64万 | 加仓 |
| IEMG | ISHARES INC | $228.51万 | 0.45% | 32,761 | -49,485 | -60.2% | -$345.16万 | 减仓 |
| GOOG | ALPHABET INC | $245.47万 | 0.48% | 8,557 | -190 | -2.2% | -$5.45万 | 减仓 |
| IWR | ISHARES TR | $262.73万 | 0.52% | 27,021 | -1,092 | -3.9% | -$10.62万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $265.69万 | 0.52% | 32,409 | 2,763 | 9.3% | $22.65万 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC | $300.99万 | 0.59% | 316,831 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $307.95万 | 0.60% | 10,469 | 385 | 3.8% | $11.33万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $314.19万 | 0.62% | 41,050 | 755 | 1.9% | $5.78万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $323.16万 | 0.63% | 24,316 | 7,652 | 45.9% | $101.70万 | 加仓 |
| ITOT | ISHARES TR | $379.45万 | 0.74% | 26,641 | -938 | -3.4% | -$13.36万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $386.46万 | 0.76% | 68,183 | 23,923 | 54.1% | $135.60万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $410.34万 | 0.80% | 8,563 | 90 | 1.1% | $4.31万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $451.03万 | 0.88% | 55,973 | 55,973 | — | $451.03万 | 新建仓 |
| IWF | ISHARES TR | $477.57万 | 0.94% | 11,200 | -544 | -4.6% | -$23.20万 | 减仓 |
| AMZN | AMAZON COM INC | $484.74万 | 0.95% | 23,275 | -382 | -1.6% | -$7.96万 | 减仓 |
| BKDV | BNY MELLON ETF TRUST II | $553.87万 | 1.09% | 186,738 | 125,588 | 205.4% | $372.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $581.18万 | 1.14% | 15,700 | -803 | -4.9% | -$29.73万 | 减仓 |
| GOOGL | ALPHABET INC | $625.60万 | 1.23% | 21,755 | -2,235 | -9.3% | -$64.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $902.40万 | 1.77% | 51,743 | 1,196 | 2.4% | $20.86万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $978.11万 | 1.92% | 179,305 | 13,372 | 8.1% | $72.94万 | 加仓 |
| IEFA | ISHARES TR | $1,246.13万 | 2.44% | 137,649 | 89,594 | 186.4% | $811.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,371.32万 | 2.69% | 23,759 | -623 | -2.6% | -$35.96万 | 减仓 |
| STIP | ISHARES TR | $1,478.76万 | 2.90% | 142,972 | -73,998 | -34.1% | -$765.36万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,896.92万 | 3.72% | 215,168 | -14,733 | -6.4% | -$129.89万 | 减仓 |
| IWY | ISHARES TR | $1,962.38万 | 3.85% | 78,861 | 9,169 | 13.2% | $228.16万 | 加仓 |
| AAPL | APPLE INC | $2,103.64万 | 4.12% | 82,889 | -1,463 | -1.7% | -$37.13万 | 减仓 |
| IWX | ISHARES TR | $2,592.94万 | 5.08% | 279,803 | 5,459 | 2.0% | $50.59万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $3,515.70万 | 6.89% | 891,631 | 316,764 | 55.1% | $1,249.00万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $4,275.41万 | 8.38% | 1,063,800 | 190,083 | 21.8% | $763.94万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $5,698.96万 | 11.17% | 671,730 | 300,180 | 80.8% | $2,546.73万 | 加仓 |
| IVV | ISHARES TR | $8,312.25万 | 16.30% | 127,252 | 2,778 | 2.2% | $181.46万 | 加仓 |