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 |
|---|---|---|---|---|---|---|---|---|
| SPMD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -36,431 | -100.0% | -$210.97万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -20,154 | -100.0% | -$147.27万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,636 | -100.0% | -$56.29万 | 清仓 |
| FUTY | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -7,186 | -100.0% | -$39.68万 | 清仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $0 | 0.00% | 0 | -10,215 | -100.0% | -$31.14万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -2,281 | -100.0% | -$29.08万 | 清仓 |
| PYLD | PIMCO ETF TR | $0 | 0.00% | 0 | -10,698 | -100.0% | -$28.54万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,578 | -100.0% | -$24.47万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -412 | -100.0% | -$23.33万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,018 | -100.0% | -$20.16万 | 清仓 |
| ALXO | ALX ONCOLOGY HLDGS INC | $3.51万 | 0.01% | 17,500 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $15.91万 | 0.03% | 11,145 | -22 | -0.2% | -$314 | 减仓 |
| IXN | ISHARES TR | $20.16万 | 0.04% | 2,017 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $20.19万 | 0.04% | 231 | 231 | — | $20.19万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $21.25万 | 0.04% | 7,703 | 7,703 | — | $21.25万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.60万 | 0.04% | 1,004 | 2 | 0.2% | $430 | 加仓 |
| BAC | BANK AMERICA CORP | $21.97万 | 0.04% | 4,506 | 834 | 22.7% | $4.07万 | 加仓 |
| MCD | MCDONALDS CORP | $22.55万 | 0.04% | 726 | -25 | -3.3% | -$7,766 | 减仓 |
| ESGD | ISHARES TR | $23.17万 | 0.05% | 2,423 | -344 | -12.4% | -$3.29万 | 减仓 |
| PEP | PEPSICO INC | $23.55万 | 0.05% | 1,517 | -200 | -11.6% | -$3.11万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $23.63万 | 0.05% | 1,231 | 2 | 0.2% | $384 | 加仓 |
| DSI | ISHARES TR | $23.75万 | 0.05% | 1,960 | 83 | 4.4% | $1.01万 | 加仓 |
| MO | ALTRIA GROUP INC | $23.95万 | 0.05% | 3,629 | 10 | 0.3% | $660 | 加仓 |
| KO | COCA COLA CO | $24.27万 | 0.05% | 3,192 | -7 | -0.2% | -$532 | 减仓 |
| IVW | ISHARES TR | $24.80万 | 0.05% | 2,193 | 1 | 0.0% | $113 | 加仓 |
| VTV | VANGUARD INDEX FDS | $26.14万 | 0.05% | 1,332 | -5 | -0.4% | -$981 | 减仓 |
| GE | GE AEROSPACE | $26.37万 | 0.05% | 929 | -8 | -0.9% | -$2,271 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $27.72万 | 0.05% | 449 | -20 | -4.3% | -$1.23万 | 减仓 |
| MRK | MERCK & CO INC | $27.94万 | 0.05% | 2,323 | 412 | 21.6% | $4.95万 | 加仓 |
| EAGG | ISHARES TR | $28.09万 | 0.06% | 5,907 | 33 | 0.6% | $1,569 | 加仓 |
| SHOP | SHOPIFY INC | $28.21万 | 0.06% | 2,378 | 118 | 5.2% | $1.40万 | 加仓 |
| CSCO | CISCO SYS INC | $29.73万 | 0.06% | 3,832 | 96 | 2.6% | $7,448 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $30.53万 | 0.06% | 11,905 | 34 | 0.3% | $872 | 加仓 |
| CRM | SALESFORCE INC | $30.70万 | 0.06% | 1,644 | -232 | -12.4% | -$4.33万 | 减仓 |
| MSCI | MSCI INC | $31.42万 | 0.06% | 583 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $32.07万 | 0.06% | 1,000 | 2 | 0.2% | $641 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $32.97万 | 0.06% | 5,382 | 194 | 3.7% | $1.19万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $34.86万 | 0.07% | 5,440 | -167 | -3.0% | -$1.07万 | 减仓 |
| AZO | AUTOZONE INC | $35.13万 | 0.07% | 104 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $35.70万 | 0.07% | 1,671 | -2 | -0.1% | -$427 | 减仓 |
| ORCL | ORACLE CORP | $36.35万 | 0.07% | 2,471 | 379 | 18.1% | $5.58万 | 加仓 |
| SMH | VANECK ETF TRUST | $41.07万 | 0.08% | 1,071 | 28 | 2.7% | $1.07万 | 加仓 |
| CVX | CHEVRON CORPORATION | $41.98万 | 0.08% | 2,029 | -41 | -2.0% | -$8,482 | 减仓 |
| RTX | RTX CORPORATION | $46.61万 | 0.09% | 2,416 | 51 | 2.2% | $9,839 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $50.64万 | 0.10% | 1,871 | 1,195 | 176.8% | $32.34万 | 重新持有 |
| AMGN | AMGEN INC | $51.32万 | 0.10% | 1,459 | -43 | -2.9% | -$1.51万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $51.80万 | 0.10% | 3,541 | 160 | 4.7% | $2.34万 | 加仓 |
| CAT | CATERPILLAR INC | $53.25万 | 0.10% | 752 | -38 | -4.8% | -$2.69万 | 减仓 |
| IJS | ISHARES TR | $54.96万 | 0.11% | 4,640 | 8 | 0.2% | $948 | 加仓 |
| IWD | ISHARES TR | $54.98万 | 0.11% | 2,573 | -371 | -12.6% | -$7.93万 | 减仓 |
| T | AT&T INC | $55.99万 | 0.11% | 19,313 | -2,902 | -13.1% | -$8.41万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $56.98万 | 0.11% | 19,321 | -16,595 | -46.2% | -$48.94万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $57.68万 | 0.11% | 3,598 | 796 | 28.4% | $12.76万 | 加仓 |
| NFLX | NETFLIX INC. | $62.14万 | 0.12% | 6,463 | 473 | 7.9% | $4.55万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $67.17万 | 0.13% | 11,379 | 1,006 | 9.7% | $5.94万 | 加仓 |
| DE | DEERE & CO | $69.31万 | 0.14% | 1,230 | 326 | 36.1% | $18.37万 | 加仓 |
| META | META PLATFORMS INC | $71.75万 | 0.14% | 1,254 | -49 | -3.8% | -$2.80万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $74.90万 | 0.15% | 5,186 | -53 | -1.0% | -$7,655 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $75.23万 | 0.15% | 13,550 | -12,161 | -47.3% | -$67.52万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $82.63万 | 0.16% | 3,380 | 472 | 16.2% | $11.54万 | 加仓 |
| LLY | ELI LILLY & CO | $90.81万 | 0.18% | 987 | -102 | -9.4% | -$9.38万 | 减仓 |
| BRZE | BRAZE INC | $91.04万 | 0.18% | 38,558 | -3,000 | -7.2% | -$7.08万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $96.61万 | 0.19% | 1,142 | 1 | 0.1% | $846 | 加仓 |
| HDV | ISHARES TR | $96.81万 | 0.19% | 7,133 | 44 | 0.6% | $5,972 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $97.21万 | 0.19% | 15,210 | -5 | -0.0% | -$320 | 减仓 |
| HD | HOME DEPOT INC | $98.52万 | 0.19% | 2,995 | 301 | 11.2% | $9.90万 | 加仓 |
| TSLA | TESLA INC | $99.81万 | 0.20% | 2,685 | 241 | 9.9% | $8.96万 | 加仓 |
| IWM | ISHARES TR | $100.76万 | 0.20% | 4,063 | -48 | -1.2% | -$1.19万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $106.54万 | 0.21% | 9,610 | 9,610 | — | $106.54万 | 新建仓 |
| MLI | MUELLER INDS INC | $106.87万 | 0.21% | 9,645 | 911 | 10.4% | $10.09万 | 加仓 |
| IVE | ISHARES TR | $109.29万 | 0.21% | 5,176 | -674 | -11.5% | -$14.23万 | 减仓 |
| CACI | CACI INTL INC | $109.70万 | 0.22% | 2,017 | 1,529 | 313.3% | $83.16万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $110.35万 | 0.22% | 7,621 | 459 | 6.4% | $6.65万 | 加仓 |
| EFA | ISHARES TR | $111.27万 | 0.22% | 11,456 | 784 | 7.3% | $7.62万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $112.56万 | 0.22% | 3,332 | 200 | 6.4% | $6.76万 | 加仓 |
| EEM | ISHARES TR | $116.10万 | 0.23% | 20,444 | -15,057 | -42.4% | -$85.51万 | 减仓 |
| APH | AMPHENOL CORP | $117.55万 | 0.23% | 9,304 | 1,926 | 26.1% | $24.33万 | 加仓 |
| KLAC | KLA CORP | $119.72万 | 0.23% | 813 | -21 | -2.5% | -$3.09万 | 减仓 |
| WRB | BERKLEY W R CORP | $122.78万 | 0.24% | 18,525 | 1,314 | 7.6% | $8.71万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $123.41万 | 0.24% | 28,164 | 28,164 | — | $123.41万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $123.71万 | 0.24% | 13,402 | 1,590 | 13.5% | $14.68万 | 加仓 |
| JBL | JABIL INC | $127.29万 | 0.25% | 4,792 | 4,792 | — | $127.29万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $127.60万 | 0.25% | 2,696 | 68 | 2.6% | $3.22万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $128.72万 | 0.25% | 6,187 | -5,211 | -45.7% | -$108.41万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $130.25万 | 0.26% | 2,213 | -47 | -2.1% | -$2.77万 | 减仓 |
| CAM | AB ACTIVE ETFS INC | $131.13万 | 0.26% | 52,517 | -7,810 | -12.9% | -$19.50万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $134.22万 | 0.26% | 20,504 | 115 | 0.6% | $7,528 | 加仓 |
| GILD | GILEAD SCIENCES INC | $134.51万 | 0.26% | 9,651 | -513 | -5.0% | -$7.15万 | 减仓 |
| V | VISA INC | $135.32万 | 0.27% | 4,477 | 50 | 1.1% | $1.51万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $137.18万 | 0.27% | 4,881 | -208 | -4.1% | -$5.85万 | 减仓 |
| FN | FABRINET | $137.21万 | 0.27% | 2,631 | 530 | 25.2% | $27.64万 | 加仓 |
| MCK | MCKESSON CORP | $137.75万 | 0.27% | 1,592 | -258 | -13.9% | -$22.32万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $139.71万 | 0.27% | 6,612 | -2,838 | -30.0% | -$59.97万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $140.50万 | 0.28% | 4,817 | 873 | 22.1% | $25.46万 | 加仓 |
| NI | NISOURCE INC | $140.87万 | 0.28% | 30,191 | 199 | 0.7% | $9,285 | 加仓 |
| WWD | WOODWARD INC | $141.70万 | 0.28% | 3,959 | 639 | 19.2% | $22.87万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $143.05万 | 0.28% | 33,144 | 10,120 | 44.0% | $43.68万 | 加仓 |