Jfs Wealth Advisors, LLC — Q2 2025 13F 持股

Name: Jfs Wealth Advisors, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001568068

申报总市值

US$20.1亿

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本季完整持股清单

仅显示前 200 大持股（共 1865 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	FDS	Factset Research Systems INC	股票-金融	0.01%	—	-50.81%
2	SAN	Banco Santander Sa-spon Adr	股票-金融	0.01%	—	-2.83%
3	VCRB	Vanguard Core Bond ETF	ETF-其他	0.01%	—	—
4	ISRG	Intuitive Surgical INC	股票-医疗保健	0.01%	—	-3.29%
5	HWM	Howmet Aerospace INC	股票-工业	0.01%	—	+1.68%
6	GVI	Ishares Intermediate Governm	ETF-其他	—	—	—
7	IYF	Ishares US Financials ETF	ETF-其他	—	—	+0.32%
8	6D8	Dupont De Nemours INC	股票-其他	—	—	+0.18%
9	CCI	Crown Castle INC	股票-房地产	—	—	—
10	SPGI	S&p Global INC	股票-金融	—	—	-5.88%
11	RDDT	Reddit Inc-cl A	股票-通信服务	—	—	-0.79%
12	VLO	Valero Energy CORP	股票-能源	—	—	+3.92%
13	LNG	Cheniere Energy INC	股票-能源	—	—	-2.87%
14	COF	Capital One Financial CORP	股票-金融	—	—	+143.97%
15	TMUS	T-mobile US INC	股票-通信服务	—	—	-0.33%
16	MMTM	Ss Spdr S&p 1500 Mom Tilt	ETF-其他	—	—	—
17	NFG	National Fuel Gas Co	股票-能源	—	—	+0.84%
18	SONY	Sony Group CORP - Sp Adr	股票-科技	—	—	—
19	AVUS	Avantis U.s. Equity ETF	ETF-其他	—	—	-49.06%
20	EFV	Ishares Msci Eafe Value ETF	ETF-其他	—	—	+7.74%
21	VST	Vistra CORP	股票-公用事业	—	—	-1.90%
22	CTAS	Cintas CORP	股票-工业	—	—	-2.51%
23	PRU	Prudential Financial INC	股票-金融	—	—	-7.95%
24	BABA	Alibaba Group Holding-sp Adr	股票-周期性消费	—	—	+8.97%
25	INTC	Intel CORP	股票-科技	—	—	-31.68%
26	FTNT	Fortinet INC	股票-科技	—	—	-10.06%
27	APD	Air Products & Chemicals INC	股票-原材料	—	—	-73.88%
28	ANET	Arista Networks INC	股票-科技	—	—	-5.43%
29	SLF	Sun Life Financial INC	股票-金融	—	—	+0.51%
30	MMM	3m Co	股票-工业	—	—	+0.94%
31	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	—	—	+0.99%
32	PPL	Ppl CORP	股票-公用事业	—	—	-9.49%
33	TTEN	Totalenergies Se -spon Adr	股票-其他	—	—	—
34	LIN	Linde plc	股票-原材料	—	—	+2.22%
35	UBER	Uber Technologies INC	股票-工业	—	—	-20.73%
36	VONG	Vanguard Russell 1000 Growth	ETF-其他	—	—	-35.66%
37	VTRS	Viatris INC	股票-医疗保健	—	—	-0.08%
38	DOG	Proshares Short Dow30	ETF-其他	—	—	-9.09%
39	AIG	American International Group	股票-金融	—	—	+0.14%
40	AMAT	Applied Materials INC	股票-科技	—	—	+16.16%
41	PANW	Palo Alto Networks INC	股票-科技	—	—	+3.01%
42	FMNB	Farmers Natl Banc CORP	股票-其他	—	—	—
43	TT	Trane Technologies plc	股票-工业	—	—	+2.17%
44	KVUE	Kenvue INC	股票-非周期性消费	—	—	-2.08%
45	TNL	Travel + Leisure Co	股票-周期性消费	—	—	-0.77%
46	GM	General Motors Co	股票-周期性消费	—	—	+0.17%
47	PSX	Phillips 66	股票-能源	—	—	-6.24%
48	RY	Royal Bank Of Canada	股票-金融	—	—	+9.14%
49	EME	Emcor Group INC	股票-工业	—	—	-7.69%
50	SCHC	Schwab Intl Small-cap Equity	ETF-其他	—	—	+0.22%

1–50 of 200