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 |
|---|---|---|---|---|---|---|---|---|
| STIP | ISHARES TR | $0 | 0.00% | 0 | -142,972 | -100.0% | -$1,478.76万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -32,409 | -100.0% | -$265.69万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -6,612 | -100.0% | -$139.71万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -1,592 | -100.0% | -$137.75万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -4,881 | -100.0% | -$137.18万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -2,213 | -100.0% | -$130.25万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -2,696 | -100.0% | -$127.60万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -13,402 | -100.0% | -$123.71万 | 清仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $0 | 0.00% | 0 | -28,164 | -100.0% | -$123.41万 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -18,525 | -100.0% | -$122.78万 | 清仓 |
| APH | AMPHENOL CORP | $0 | 0.00% | 0 | -9,304 | -100.0% | -$117.55万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -7,621 | -100.0% | -$110.35万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -2,017 | -100.0% | -$109.70万 | 清仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $2.21万 | 0.00% | 10,640 | 10,640 | — | $2.21万 | 新建仓 |
| ALXO | ALX ONCOLOGY HLDGS INC | $3.62万 | 0.01% | 17,500 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $15.66万 | 0.02% | 11,326 | 181 | 1.6% | $2,503 | 加仓 |
| PEP | PEPSICO INC | $20.08万 | 0.03% | 1,483 | -34 | -2.2% | -$4,605 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $20.72万 | 0.03% | 5,952 | 5,952 | — | $20.72万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $21.13万 | 0.03% | 1,598 | 1,598 | — | $21.13万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $21.29万 | 0.03% | 279 | 279 | — | $21.29万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $21.73万 | 0.03% | 7,703 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $22.32万 | 0.04% | 826 | 100 | 13.8% | $2.70万 | 加仓 |
| BAC | BANK OF AMER CORP | $24.86万 | 0.04% | 4,362 | -144 | -3.2% | -$8,205 | 减仓 |
| BX | BLACKSTONE INC | $25.13万 | 0.04% | 2,135 | 658 | 44.5% | $7.74万 | 重新持有 |
| ESGD | ISHARES TR | $25.29万 | 0.04% | 2,460 | 37 | 1.5% | $3,804 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $26.12万 | 0.04% | 1,653 | 1,653 | — | $26.12万 | 新建仓 |
| KO | COCA COLA CO | $26.24万 | 0.04% | 3,229 | 37 | 1.2% | $3,007 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $26.25万 | 0.04% | 1,234 | 3 | 0.2% | $638 | 加仓 |
| VOO | VANGUARD INDEX FDS | $26.57万 | 0.04% | 387 | 387 | — | $26.57万 | 新建仓 |
| SHOP | SHOPIFY INC | $26.58万 | 0.04% | 2,328 | -50 | -2.1% | -$5,709 | 减仓 |
| GEV | GE VERNOVA INC | $27.06万 | 0.04% | 230 | -1 | -0.4% | -$1,177 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.56万 | 0.04% | 4,617 | 4,617 | — | $27.56万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $27.80万 | 0.04% | 5,235 | -147 | -2.7% | -$7,807 | 减仓 |
| EAGG | ISHARES TR | $28.24万 | 0.04% | 5,957 | 50 | 0.8% | $2,371 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $28.76万 | 0.05% | 8,500 | 8,500 | — | $28.76万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $28.82万 | 0.05% | 1,323 | -9 | -0.7% | -$1,961 | 减仓 |
| DSI | ISHARES TR | $29.03万 | 0.05% | 2,039 | 79 | 4.0% | $1.12万 | 加仓 |
| IXN | ISHARES TR | $29.17万 | 0.05% | 2,019 | 2 | 0.1% | $289 | 加仓 |
| VGT | VANGUARD WORLD FD | $29.58万 | 0.05% | 2,475 | 2,475 | — | $29.58万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $29.86万 | 0.05% | 3,706 | 3,706 | — | $29.86万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $30.14万 | 0.05% | 1,818 | -211 | -10.4% | -$3.50万 | 减仓 |
| IVW | ISHARES TR | $30.17万 | 0.05% | 2,193 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.37万 | 0.05% | 1,116 | 299 | 36.6% | $8.41万 | 重新持有 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $31.63万 | 0.05% | 450 | 1 | 0.2% | $703 | 加仓 |
| MSCI | MSCI INC | $32.65万 | 0.05% | 583 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $33.24万 | 0.05% | 104 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $35.03万 | 0.06% | 2,509 | 2,509 | — | $35.03万 | 新建仓 |
| GE | GE AEROSPACE | $35.08万 | 0.06% | 939 | 10 | 1.1% | $3,736 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $35.13万 | 0.06% | 11,937 | 32 | 0.3% | $942 | 加仓 |
| ORCL | ORACLE CORP | $36.29万 | 0.06% | 2,476 | 5 | 0.2% | $733 | 加仓 |
| T | AT&T INC | $39.93万 | 0.06% | 19,292 | -21 | -0.1% | -$435 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $39.98万 | 0.06% | 1,690 | 686 | 68.3% | $16.23万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $41.31万 | 0.07% | 3,541 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $42.85万 | 0.07% | 9,305 | 9,305 | — | $42.85万 | 新建仓 |
| CSCO | CISCO SYS INC | $42.96万 | 0.07% | 3,657 | -175 | -4.6% | -$2.06万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $43.18万 | 0.07% | 12,473 | -6,848 | -35.4% | -$23.71万 | 减仓 |
| CRM | SALESFORCE INC | $43.97万 | 0.07% | 2,807 | 1,163 | 70.7% | $18.22万 | 加仓 |
| RTX | RTX CORPORATION | $45.28万 | 0.07% | 2,387 | -29 | -1.2% | -$5,501 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $46.80万 | 0.07% | 1,545 | 1,545 | — | $46.80万 | 新建仓 |
| AMGN | AMGEN INC | $52.98万 | 0.08% | 1,463 | 4 | 0.3% | $1,448 | 加仓 |
| NFLX | NETFLIX INC. | $53.07万 | 0.08% | 7,433 | 970 | 15.0% | $6.93万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $58.77万 | 0.09% | 1,588 | 588 | 58.8% | $21.76万 | 加仓 |
| IJS | ISHARES TR | $65.78万 | 0.10% | 4,813 | 173 | 3.7% | $2.36万 | 加仓 |
| META | META PLATFORMS INC | $71.11万 | 0.11% | 1,262 | 8 | 0.6% | $4,508 | 加仓 |
| LRCX | LAM RESEARCH CORP | $72.45万 | 0.11% | 1,672 | 1 | 0.1% | $433 | 加仓 |
| PG | PROCTER & GAMBLE CO | $73.18万 | 0.12% | 4,990 | -196 | -3.8% | -$2.87万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $77.10万 | 0.12% | 1,855 | -16 | -0.9% | -$6,650 | 减仓 |
| DE | DEERE & CO | $77.16万 | 0.12% | 1,216 | -14 | -1.1% | -$8,884 | 减仓 |
| SMH | VANECK ETF TRUST | $78.27万 | 0.12% | 1,193 | 122 | 11.4% | $8.00万 | 加仓 |
| CAT | CATERPILLAR INC | $78.54万 | 0.12% | 738 | -14 | -1.9% | -$1.49万 | 减仓 |
| IWB | ISHARES TR | $80.71万 | 0.13% | 1,971 | 1,971 | — | $80.71万 | 新建仓 |
| BRZE | BRAZE INC | $83.63万 | 0.13% | 38,558 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $84.33万 | 0.13% | 3,320 | -60 | -1.8% | -$1.52万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $87.09万 | 0.14% | 17,059 | 5,680 | 49.9% | $29.00万 | 加仓 |
| HD | HOME DEPOT INC | $96.22万 | 0.15% | 2,728 | -267 | -8.9% | -$9.42万 | 减仓 |
| HDV | ISHARES TR | $98.40万 | 0.16% | 35,899 | 234 | 0.7% | $6,414 | 加仓 |
| EEM | ISHARES TR | $99.35万 | 0.16% | 14,523 | -5,921 | -29.0% | -$40.50万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $102.95万 | 0.16% | 15,234 | 24 | 0.2% | $1,622 | 加仓 |
| IVE | ISHARES TR | $111.14万 | 0.18% | 4,895 | -281 | -5.4% | -$6.38万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $115.71万 | 0.18% | 1,144 | 2 | 0.2% | $2,023 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $118.81万 | 0.19% | 3,484 | -114 | -3.2% | -$3.89万 | 减仓 |
| EFA | ISHARES TR | $118.84万 | 0.19% | 11,440 | -16 | -0.1% | -$1,662 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $119.68万 | 0.19% | 19,473 | 5,923 | 43.7% | $36.40万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $120.78万 | 0.19% | 16,951 | 11,511 | 211.6% | $82.02万 | 加仓 |
| UNM | UNUM GROUP | $122.39万 | 0.19% | 13,690 | 13,690 | — | $122.39万 | 新建仓 |
| TSLA | TESLA INC | $122.48万 | 0.19% | 2,912 | 227 | 8.5% | $9.55万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $127.39万 | 0.20% | 10,083 | 432 | 4.5% | $5.46万 | 加仓 |
| CAM | AB ACTIVE ETFS INC | $127.53万 | 0.20% | 50,687 | -1,830 | -3.5% | -$4.60万 | 减仓 |
| MLI | MUELLER INDS INC | $128.09万 | 0.20% | 10,420 | 775 | 8.0% | $9.53万 | 加仓 |
| CIEN | CIENA CORP | $128.77万 | 0.20% | 2,625 | 2,625 | — | $128.77万 | 新建仓 |
| ROST | ROSS STORES INC | $130.24万 | 0.21% | 6,119 | 6,119 | — | $130.24万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD | $132.88万 | 0.21% | 4,193 | 4,193 | — | $132.88万 | 新建仓 |
| EXEL | EXELIXIS INC | $135.42万 | 0.21% | 24,888 | 24,888 | — | $135.42万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $135.70万 | 0.21% | 12,590 | 12,590 | — | $135.70万 | 新建仓 |
| IWD | ISHARES TR | $135.96万 | 0.22% | 5,608 | 3,035 | 118.0% | $73.58万 | 加仓 |
| CTVA | CORTEVA INC | $137.50万 | 0.22% | 16,235 | 16,235 | — | $137.50万 | 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 |
| MAR | MARRIOTT INTL INC NEW | $141.94万 | 0.22% | 3,830 | 3,830 | — | $141.94万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $145.94万 | 0.23% | 13,623 | 4,013 | 41.8% | $42.99万 | 加仓 |
| NI | NISOURCE INC | $148.22万 | 0.23% | 31,171 | 980 | 3.2% | $4.66万 | 加仓 |