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	LAUR	Laureate Education INC	股票-其他	—	—	+23.20%
2	SGOL	Abrdn Physical Gold Shares	ETF-避险与商品	—	—	—
3	KFY	Korn Ferry	股票-工业	—	—	+36.11%
4	CNOB	Connectone Bancorp INC	股票-其他	—	—	—
5	BANF	Bancfirst CORP	股票-其他	—	—	—
6	ACIW	Aci Worldwide INC	股票-科技	—	—	-15.22%
7	LTH	Life Time Group Holdings INC	股票-其他	—	—	—
8	MCY	Mercury General CORP	股票-其他	—	—	+1.92%
9	FTV	Fortive CORP	股票-科技	—	—	-98.75%
10	ORA	Ormat Technologies INC	股票-公用事业	—	—	+20.00%
11	GFS	GLOBALFOUNDRIES Inc.	股票-科技	—	—	—
12	PBH	Prestige Consumer Healthcare	股票-医疗保健	—	—	-10.20%
13	SCHO	Schwab Short-term US Treas	ETF-其他	—	—	—
14	BSY	Bentley Systems Inc-class B	股票-科技	—	—	+12.07%
15	PFSI	Pennymac Financial Services	股票-其他	—	—	—
16	AZEK	Azek Co Inc/the	股票-其他	—	—	—
17	STRL	Sterling Infrastructure INC	股票-工业	—	—	—
18	TEAM	Atlassian Corp-cl A	股票-科技	—	—	—
19	BAM	Brookfield Asset Mgmt-a	股票-金融	—	—	+21.57%
20	OLED	Universal Display CORP	股票-科技	—	—	-26.67%
21	GIL	Gildan Activewear INC	股票-周期性消费	—	—	—
22	SIRI	Sirius Xm Holdings INC	股票-通信服务	—	—	-21.81%
23	TREX	Trex Company INC	股票-工业	—	—	-15.07%
24	WING	Wingstop INC	股票-周期性消费	—	—	-23.08%
25	MASI*	Masimo CORP	股票-其他	—	—	-13.04%
26	FLS	Flowserve CORP	股票-工业	—	—	+1.59%
27	DDS	Dillards Inc-cl A	股票-其他	—	—	-11.11%
28	HUBS	Hubspot INC	股票-科技	—	—	-33.33%
29	WMS	Advanced Drainage Systems In	股票-工业	—	—	-19.44%
30	TS	Tenaris Sa-adr	股票-其他	—	—	—
31	LITE	Lumentum Holdings INC	股票-科技	—	—	-12.50%
32	EMBJ	Embraer Sa-spon Adr	股票-工业	—	—	—
33	MTSI	Macom Technology Solutions H	股票-科技	—	—	-25.81%
34	HRI	Herc Holdings INC	股票-其他	—	—	+4.17%
35	GPN	Global Payments INC	股票-工业	—	—	-12.77%
36	SNEX	Stonex Group INC	股票-金融	—	—	+20.00%
37	NJR	New Jersey Resources CORP	股票-公用事业	—	—	-9.88%
38	LW	Lamb Weston Holdings INC	股票-非周期性消费	—	—	+43.18%
39	SOLV	Solventum CORP	股票-医疗保健	—	—	-14.00%
40	ENS	Enersys	股票-工业	—	—	-5.00%
41	IESC	Ies Holdings INC	股票-工业	—	—	+83.33%
42	LNC	Lincoln National CORP	股票-金融	—	—	-18.97%
43	MHK	Mohawk Industries INC	股票-周期性消费	—	—	-34.04%
44	SBSW	Sibanye-stillwater Ltd-adr	股票-其他	—	—	+2.75%
45	FELE	Franklin Electric Co INC	股票-工业	—	—	—
46	ONTO	Onto Innovation INC	股票-科技	—	—	-5.88%
47	VNT	Vontier CORP	股票-科技	—	—	+33.85%
48	ITA	Ishares U.s. Aerospace & Def	ETF-其他	—	—	—
49	NXT	Nextpower Inc-cl A	股票-科技	—	—	+1.72%
50	POOL	Pool CORP	股票-工业	—	—	-93.96%

1–50 of 200