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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $32.07万 | 0.06% | 1,000 | 2 | 0.2% | $641 | 加仓 |
| MSCI | MSCI INC | $31.42万 | 0.06% | 583 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $30.70万 | 0.06% | 1,644 | -232 | -12.4% | -$4.33万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $30.53万 | 0.06% | 11,905 | 34 | 0.3% | $872 | 加仓 |
| CSCO | CISCO SYS INC | $29.73万 | 0.06% | 3,832 | 96 | 2.6% | $7,448 | 加仓 |
| SHOP | SHOPIFY INC | $28.21万 | 0.06% | 2,378 | 118 | 5.2% | $1.40万 | 加仓 |
| EAGG | ISHARES TR | $28.09万 | 0.06% | 5,907 | 33 | 0.6% | $1,569 | 加仓 |
| MRK | MERCK & CO INC | $27.94万 | 0.05% | 2,323 | 412 | 21.6% | $4.95万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $27.72万 | 0.05% | 449 | -20 | -4.3% | -$1.23万 | 减仓 |
| GE | GE AEROSPACE | $26.37万 | 0.05% | 929 | -8 | -0.9% | -$2,271 | 减仓 |
| VTV | VANGUARD INDEX FDS | $26.14万 | 0.05% | 1,332 | -5 | -0.4% | -$981 | 减仓 |
| IVW | ISHARES TR | $24.80万 | 0.05% | 2,193 | 1 | 0.0% | $113 | 加仓 |
| KO | COCA COLA CO | $24.27万 | 0.05% | 3,192 | -7 | -0.2% | -$532 | 减仓 |
| MO | ALTRIA GROUP INC | $23.95万 | 0.05% | 3,629 | 10 | 0.3% | $660 | 加仓 |
| DSI | ISHARES TR | $23.75万 | 0.05% | 1,960 | 83 | 4.4% | $1.01万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $23.63万 | 0.05% | 1,231 | 2 | 0.2% | $384 | 加仓 |
| PEP | PEPSICO INC | $23.55万 | 0.05% | 1,517 | -200 | -11.6% | -$3.11万 | 减仓 |
| ESGD | ISHARES TR | $23.17万 | 0.05% | 2,423 | -344 | -12.4% | -$3.29万 | 减仓 |
| MCD | MCDONALDS CORP | $22.55万 | 0.04% | 726 | -25 | -3.3% | -$7,766 | 减仓 |
| BAC | BANK AMERICA CORP | $21.97万 | 0.04% | 4,506 | 834 | 22.7% | $4.07万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.60万 | 0.04% | 1,004 | 2 | 0.2% | $430 | 加仓 |
| — | INNOVATOR ETFS TRUST | $21.25万 | 0.04% | 7,703 | 7,703 | — | $21.25万 | 新建仓 |
| GEV | GE VERNOVA INC | $20.19万 | 0.04% | 231 | 231 | — | $20.19万 | 新建仓 |
| IXN | ISHARES TR | $20.16万 | 0.04% | 2,017 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $15.91万 | 0.03% | 11,145 | -22 | -0.2% | -$314 | 减仓 |
| ALXO | ALX ONCOLOGY HLDGS INC | $3.51万 | 0.01% | 17,500 | 0 | 0.0% | — | 不变 |
| 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 |