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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $42.96万 | 0.07% | 3,657 | -175 | -4.6% | -$2.06万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $42.85万 | 0.07% | 9,305 | 9,305 | — | $42.85万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $41.31万 | 0.07% | 3,541 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $39.98万 | 0.06% | 1,690 | 686 | 68.3% | $16.23万 | 加仓 |
| T | AT&T INC | $39.93万 | 0.06% | 19,292 | -21 | -0.1% | -$435 | 减仓 |
| ORCL | ORACLE CORP | $36.29万 | 0.06% | 2,476 | 5 | 0.2% | $733 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $35.13万 | 0.06% | 11,937 | 32 | 0.3% | $942 | 加仓 |
| GE | GE AEROSPACE | $35.08万 | 0.06% | 939 | 10 | 1.1% | $3,736 | 加仓 |
| INTC | INTEL CORP | $35.03万 | 0.06% | 2,509 | 2,509 | — | $35.03万 | 新建仓 |
| AZO | AUTOZONE INC | $33.24万 | 0.05% | 104 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $32.65万 | 0.05% | 583 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $31.63万 | 0.05% | 450 | 1 | 0.2% | $703 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.37万 | 0.05% | 1,116 | 299 | 36.6% | $8.41万 | 重新持有 |
| IVW | ISHARES TR | $30.17万 | 0.05% | 2,193 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $30.14万 | 0.05% | 1,818 | -211 | -10.4% | -$3.50万 | 减仓 |
| VO | VANGUARD INDEX FDS | $29.86万 | 0.05% | 3,706 | 3,706 | — | $29.86万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $29.58万 | 0.05% | 2,475 | 2,475 | — | $29.58万 | 新建仓 |
| IXN | ISHARES TR | $29.17万 | 0.05% | 2,019 | 2 | 0.1% | $289 | 加仓 |
| DSI | ISHARES TR | $29.03万 | 0.05% | 2,039 | 79 | 4.0% | $1.12万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $28.82万 | 0.05% | 1,323 | -9 | -0.7% | -$1,961 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $28.76万 | 0.05% | 8,500 | 8,500 | — | $28.76万 | 新建仓 |
| EAGG | ISHARES TR | $28.24万 | 0.04% | 5,957 | 50 | 0.8% | $2,371 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $27.80万 | 0.04% | 5,235 | -147 | -2.7% | -$7,807 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.56万 | 0.04% | 4,617 | 4,617 | — | $27.56万 | 新建仓 |
| GEV | GE VERNOVA INC | $27.06万 | 0.04% | 230 | -1 | -0.4% | -$1,177 | 减仓 |
| SHOP | SHOPIFY INC | $26.58万 | 0.04% | 2,328 | -50 | -2.1% | -$5,709 | 减仓 |
| VOO | VANGUARD INDEX FDS | $26.57万 | 0.04% | 387 | 387 | — | $26.57万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $26.25万 | 0.04% | 1,234 | 3 | 0.2% | $638 | 加仓 |
| KO | COCA COLA CO | $26.24万 | 0.04% | 3,229 | 37 | 1.2% | $3,007 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $26.12万 | 0.04% | 1,653 | 1,653 | — | $26.12万 | 新建仓 |
| ESGD | ISHARES TR | $25.29万 | 0.04% | 2,460 | 37 | 1.5% | $3,804 | 加仓 |
| BX | BLACKSTONE INC | $25.13万 | 0.04% | 2,135 | 658 | 44.5% | $7.74万 | 重新持有 |
| BAC | BANK OF AMER CORP | $24.86万 | 0.04% | 4,362 | -144 | -3.2% | -$8,205 | 减仓 |
| MCD | MCDONALDS CORP | $22.32万 | 0.04% | 826 | 100 | 13.8% | $2.70万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $21.73万 | 0.03% | 7,703 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $21.29万 | 0.03% | 279 | 279 | — | $21.29万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $21.13万 | 0.03% | 1,598 | 1,598 | — | $21.13万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $20.72万 | 0.03% | 5,952 | 5,952 | — | $20.72万 | 新建仓 |
| PEP | PEPSICO INC | $20.08万 | 0.03% | 1,483 | -34 | -2.2% | -$4,605 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $15.66万 | 0.02% | 11,326 | 181 | 1.6% | $2,503 | 加仓 |
| ALXO | ALX ONCOLOGY HLDGS INC | $3.62万 | 0.01% | 17,500 | 0 | 0.0% | — | 不变 |
| ALLO | ALLOGENE THERAPEUTICS INC | $2.21万 | 0.00% | 10,640 | 10,640 | — | $2.21万 | 新建仓 |
| 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 |