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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $8,312.25万 | 16.30% | 127,252 | 2,778 | 2.2% | $181.46万 | 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 |
| CGGR | CAPITAL GROUP GROWTH ETF | $4,275.41万 | 8.38% | 1,063,800 | 190,083 | 21.8% | $763.94万 | 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 |
| IWX | ISHARES TR | $2,592.94万 | 5.08% | 279,803 | 5,459 | 2.0% | $50.59万 | 加仓 |
| AAPL | APPLE INC | $2,103.64万 | 4.12% | 82,889 | -1,463 | -1.7% | -$37.13万 | 减仓 |
| IWY | ISHARES TR | $1,962.38万 | 3.85% | 78,861 | 9,169 | 13.2% | $228.16万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,896.92万 | 3.72% | 215,168 | -14,733 | -6.4% | -$129.89万 | 减仓 |
| STIP | ISHARES TR | $1,478.76万 | 2.90% | 142,972 | -73,998 | -34.1% | -$765.36万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,371.32万 | 2.69% | 23,759 | -623 | -2.6% | -$35.96万 | 减仓 |
| IEFA | ISHARES TR | $1,246.13万 | 2.44% | 137,649 | 89,594 | 186.4% | $811.09万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $978.11万 | 1.92% | 179,305 | 13,372 | 8.1% | $72.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $902.40万 | 1.77% | 51,743 | 1,196 | 2.4% | $20.86万 | 加仓 |
| GOOGL | ALPHABET INC | $625.60万 | 1.23% | 21,755 | -2,235 | -9.3% | -$64.27万 | 减仓 |
| MSFT | MICROSOFT CORP | $581.18万 | 1.14% | 15,700 | -803 | -4.9% | -$29.73万 | 减仓 |
| BKDV | BNY MELLON ETF TRUST II | $553.87万 | 1.09% | 186,738 | 125,588 | 205.4% | $372.49万 | 加仓 |
| AMZN | AMAZON COM INC | $484.74万 | 0.95% | 23,275 | -382 | -1.6% | -$7.96万 | 减仓 |
| IWF | ISHARES TR | $477.57万 | 0.94% | 11,200 | -544 | -4.6% | -$23.20万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $451.03万 | 0.88% | 55,973 | 55,973 | — | $451.03万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $410.34万 | 0.80% | 8,563 | 90 | 1.1% | $4.31万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $386.46万 | 0.76% | 68,183 | 23,923 | 54.1% | $135.60万 | 加仓 |
| ITOT | ISHARES TR | $379.45万 | 0.74% | 26,641 | -938 | -3.4% | -$13.36万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $323.16万 | 0.63% | 24,316 | 7,652 | 45.9% | $101.70万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $314.19万 | 0.62% | 41,050 | 755 | 1.9% | $5.78万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $307.95万 | 0.60% | 10,469 | 385 | 3.8% | $11.33万 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC | $300.99万 | 0.59% | 316,831 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $265.69万 | 0.52% | 32,409 | 2,763 | 9.3% | $22.65万 | 加仓 |
| IWR | ISHARES TR | $262.73万 | 0.52% | 27,021 | -1,092 | -3.9% | -$10.62万 | 减仓 |
| GOOG | ALPHABET INC | $245.47万 | 0.48% | 8,557 | -190 | -2.2% | -$5.45万 | 减仓 |
| IEMG | ISHARES INC | $228.51万 | 0.45% | 32,761 | -49,485 | -60.2% | -$345.16万 | 减仓 |
| AVGO | BROADCOM INC | $222.78万 | 0.44% | 7,198 | 473 | 7.0% | $14.64万 | 加仓 |
| WMT | WALMART INC | $216.42万 | 0.42% | 17,414 | -811 | -4.4% | -$10.08万 | 减仓 |
| — | EXXON MOBIL CORP | $206.67万 | 0.41% | 12,181 | 189 | 1.6% | $3.21万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $198.92万 | 0.39% | 1,996 | -47 | -2.3% | -$4.68万 | 减仓 |
| IJH | ISHARES TR | $195.50万 | 0.38% | 28,951 | -138,155 | -82.7% | -$932.95万 | 减仓 |
| IJR | ISHARES TR | $181.82万 | 0.36% | 14,627 | -3,001 | -17.0% | -$37.30万 | 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 |
| DIS | DISNEY WALT CO | $164.24万 | 0.32% | 17,041 | -479 | -2.7% | -$4.62万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $154.10万 | 0.30% | 2,117 | -432 | -16.9% | -$31.45万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $143.05万 | 0.28% | 33,144 | 10,120 | 44.0% | $43.68万 | 加仓 |
| WWD | WOODWARD INC | $141.70万 | 0.28% | 3,959 | 639 | 19.2% | $22.87万 | 加仓 |
| NI | NISOURCE INC | $140.87万 | 0.28% | 30,191 | 199 | 0.7% | $9,285 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $140.50万 | 0.28% | 4,817 | 873 | 22.1% | $25.46万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $139.71万 | 0.27% | 6,612 | -2,838 | -30.0% | -$59.97万 | 减仓 |
| MCK | MCKESSON CORP | $137.75万 | 0.27% | 1,592 | -258 | -13.9% | -$22.32万 | 减仓 |
| FN | FABRINET | $137.21万 | 0.27% | 2,631 | 530 | 25.2% | $27.64万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $137.18万 | 0.27% | 4,881 | -208 | -4.1% | -$5.85万 | 减仓 |
| V | VISA INC | $135.32万 | 0.27% | 4,477 | 50 | 1.1% | $1.51万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $134.51万 | 0.26% | 9,651 | -513 | -5.0% | -$7.15万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $134.22万 | 0.26% | 20,504 | 115 | 0.6% | $7,528 | 加仓 |
| CAM | AB ACTIVE ETFS INC | $131.13万 | 0.26% | 52,517 | -7,810 | -12.9% | -$19.50万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $130.25万 | 0.26% | 2,213 | -47 | -2.1% | -$2.77万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $128.72万 | 0.25% | 6,187 | -5,211 | -45.7% | -$108.41万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $127.60万 | 0.25% | 2,696 | 68 | 2.6% | $3.22万 | 加仓 |
| JBL | JABIL INC | $127.29万 | 0.25% | 4,792 | 4,792 | — | $127.29万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $123.71万 | 0.24% | 13,402 | 1,590 | 13.5% | $14.68万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $123.41万 | 0.24% | 28,164 | 28,164 | — | $123.41万 | 新建仓 |
| WRB | BERKLEY W R CORP | $122.78万 | 0.24% | 18,525 | 1,314 | 7.6% | $8.71万 | 加仓 |
| KLAC | KLA CORP | $119.72万 | 0.23% | 813 | -21 | -2.5% | -$3.09万 | 减仓 |
| APH | AMPHENOL CORP | $117.55万 | 0.23% | 9,304 | 1,926 | 26.1% | $24.33万 | 加仓 |
| EEM | ISHARES TR | $116.10万 | 0.23% | 20,444 | -15,057 | -42.4% | -$85.51万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $112.56万 | 0.22% | 3,332 | 200 | 6.4% | $6.76万 | 加仓 |
| EFA | ISHARES TR | $111.27万 | 0.22% | 11,456 | 784 | 7.3% | $7.62万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $110.35万 | 0.22% | 7,621 | 459 | 6.4% | $6.65万 | 加仓 |
| CACI | CACI INTL INC | $109.70万 | 0.22% | 2,017 | 1,529 | 313.3% | $83.16万 | 加仓 |
| IVE | ISHARES TR | $109.29万 | 0.21% | 5,176 | -674 | -11.5% | -$14.23万 | 减仓 |
| MLI | MUELLER INDS INC | $106.87万 | 0.21% | 9,645 | 911 | 10.4% | $10.09万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $106.54万 | 0.21% | 9,610 | 9,610 | — | $106.54万 | 新建仓 |
| IWM | ISHARES TR | $100.76万 | 0.20% | 4,063 | -48 | -1.2% | -$1.19万 | 减仓 |
| TSLA | TESLA INC | $99.81万 | 0.20% | 2,685 | 241 | 9.9% | $8.96万 | 加仓 |
| HD | HOME DEPOT INC | $98.52万 | 0.19% | 2,995 | 301 | 11.2% | $9.90万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $97.21万 | 0.19% | 15,210 | -5 | -0.0% | -$320 | 减仓 |
| HDV | ISHARES TR | $96.81万 | 0.19% | 7,133 | 44 | 0.6% | $5,972 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $96.61万 | 0.19% | 1,142 | 1 | 0.1% | $846 | 加仓 |
| BRZE | BRAZE INC | $91.04万 | 0.18% | 38,558 | -3,000 | -7.2% | -$7.08万 | 减仓 |
| LLY | ELI LILLY & CO | $90.81万 | 0.18% | 987 | -102 | -9.4% | -$9.38万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $82.63万 | 0.16% | 3,380 | 472 | 16.2% | $11.54万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $75.23万 | 0.15% | 13,550 | -12,161 | -47.3% | -$67.52万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $74.90万 | 0.15% | 5,186 | -53 | -1.0% | -$7,655 | 减仓 |
| META | META PLATFORMS INC | $71.75万 | 0.14% | 1,254 | -49 | -3.8% | -$2.80万 | 减仓 |
| DE | DEERE & CO | $69.31万 | 0.14% | 1,230 | 326 | 36.1% | $18.37万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $67.17万 | 0.13% | 11,379 | 1,006 | 9.7% | $5.94万 | 加仓 |
| NFLX | NETFLIX INC. | $62.14万 | 0.12% | 6,463 | 473 | 7.9% | $4.55万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $57.68万 | 0.11% | 3,598 | 796 | 28.4% | $12.76万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $56.98万 | 0.11% | 19,321 | -16,595 | -46.2% | -$48.94万 | 减仓 |
| T | AT&T INC | $55.99万 | 0.11% | 19,313 | -2,902 | -13.1% | -$8.41万 | 减仓 |
| IWD | ISHARES TR | $54.98万 | 0.11% | 2,573 | -371 | -12.6% | -$7.93万 | 减仓 |
| IJS | ISHARES TR | $54.96万 | 0.11% | 4,640 | 8 | 0.2% | $948 | 加仓 |
| CAT | CATERPILLAR INC | $53.25万 | 0.10% | 752 | -38 | -4.8% | -$2.69万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $51.80万 | 0.10% | 3,541 | 160 | 4.7% | $2.34万 | 加仓 |
| AMGN | AMGEN INC | $51.32万 | 0.10% | 1,459 | -43 | -2.9% | -$1.51万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $50.64万 | 0.10% | 1,871 | 1,195 | 176.8% | $32.34万 | 重新持有 |
| RTX | RTX CORPORATION | $46.61万 | 0.09% | 2,416 | 51 | 2.2% | $9,839 | 加仓 |
| CVX | CHEVRON CORPORATION | $41.98万 | 0.08% | 2,029 | -41 | -2.0% | -$8,482 | 减仓 |
| SMH | VANECK ETF TRUST | $41.07万 | 0.08% | 1,071 | 28 | 2.7% | $1.07万 | 加仓 |
| ORCL | ORACLE CORP | $36.35万 | 0.07% | 2,471 | 379 | 18.1% | $5.58万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $35.70万 | 0.07% | 1,671 | -2 | -0.1% | -$427 | 减仓 |
| AZO | AUTOZONE INC | $35.13万 | 0.07% | 104 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $34.86万 | 0.07% | 5,440 | -167 | -3.0% | -$1.07万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $32.97万 | 0.06% | 5,382 | 194 | 3.7% | $1.19万 | 加仓 |