Jfs Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Jfs Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 2,253 只证券，申报市值合计 20.06 亿美元。前几大持仓：DFAC（9.99%）、DFAX（6.88%）、DFUS（5.45%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $200.3M | 9.99% | 4.5M | 增持 |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $137.9M | 6.88% | 3.7M | 增持 |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $109.3M | 5.45% | 1.3M | 减持 |
| 4 | IWB | ISHARES TR | $80.4M | 4.01% | 196,255 | 减持 |
| 5 | AGG | ISHARES TR | $73.4M | 3.66% | 741,875 | 增持 |
| 6 | IVV | ISHARES TR | $69.4M | 3.46% | 92,723 | 增持 |
| 7 | IJH | ISHARES TR | $55.8M | 2.78% | 724,208 | 增持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $51.6M | 2.57% | 103,121 | 减持 |
| 9 | IJR | ISHARES TR | $46.9M | 2.34% | 315,972 | 减持 |
| 10 | DFAI | DIMENSIONAL ETF TRUST | $44.0M | 2.20% | 1.1M | 增持 |
| 11 | MUB | ISHARES TR | $41.7M | 2.08% | 387,660 | 增持 |
| 12 | VTEB | VANGUARD MUN BD FDS | $41.7M | 2.08% | 823,707 | 增持 |
| 13 | IWF | ISHARES TR | $38.3M | 1.91% | 308,513 | 增持 |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $36.2M | 1.81% | 508,227 | 减持 |
| 15 | IEFA | ISHARES TR | $33.1M | 1.65% | 342,642 | 减持 |
| 16 | AAPL | APPLE INC | $28.3M | 1.41% | 97,671 | 减持 |
| 17 | IVE | ISHARES TR | $28.4M | 1.41% | 124,892 | 减持 |
| 18 | DFAE | DIMENSIONAL ETF TRUST | $27.9M | 1.39% | 692,698 | 增持 |
| 19 | DFAU | DIMENSIONAL ETF TRUST | $25.8M | 1.28% | 498,319 | 增持 |
| 20 | IEMG | ISHARES INC | $25.6M | 1.28% | 308,991 | 减持 |
| 21 | DFIC | DIMENSIONAL ETF TRUST | $25.3M | 1.26% | 680,153 | 增持 |
| 22 | BND | VANGUARD BD INDEX FDS | $19.7M | 0.98% | 268,922 | 增持 |
| 23 | IVW | ISHARES TR | $18.8M | 0.94% | 136,636 | 减持 |
| 24 | VTI | VANGUARD INDEX FDS | $18.1M | 0.90% | 48,941 | 增持 |
| 25 | JPST | J P MORGAN EXCHANGE TRADED F | $17.1M | 0.85% | 337,387 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR