13F 机构持仓

JONES FINANCIAL COMPANIES LLLP

DES PERES MO · SEC CIK 0000815917

2026Q22026Q1 更早 9 个季度 🔒
$2,080.75亿2026Q1 申报市值
4,724持仓数
48.6%前十大占比 · 第一大 8.0%
512 / 220新建仓 / 清仓
申报市值走势$2,498.37亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VUG 8.0%
AGG 6.3%
IVV 5.8%
VOO 4.8%
VTV 4.8%
IEFA 4.6%
IWR 4.3%
SPYM 4.0%
VO 3.6%
VV 2.6%

2026Q1 买入最多 按季末市值估算

SPYM 加仓+$39.64亿
VOO 加仓+$15.50亿
AAPL 加仓+$13.82亿
VO 加仓+$13.53亿
IWR 加仓+$13.40亿

2026Q1 卖出最多 按季末市值估算

VTV 减仓-$7.64亿
AGG 减仓-$6.29亿
IWB 减仓-$3.91亿
IWS 减仓-$2.87亿
IWP 减仓-$2.35亿

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
USA LIBERTY ALL STAR EQUITY FUND $00.00%0 —— — 申报中断
BBHY J P MORGAN BETABUILDERS USD $00.00%0 -135-100.0% -$6,278 清仓
— J P MORGAN EXCHANGE-TRADED FD $00.00%0 -137-100.0% -$6,276 清仓
— DOLLY VARDEN SILVER CORP $00.00%0 -1,388-100.0% -$6,121 清仓
— ORIGIN MATLS INC $00.00%0 -27,493-100.0% -$5,801 清仓
REM ISHARES TR MORTGAGE REAL $00.00%0 -258-100.0% -$5,722 清仓
— ULTRALIFE BATTERIES INC $00.00%0 -1,000-100.0% -$5,720 清仓
— CIDARA THERAPEUTICS INC $00.00%0 -25-100.0% -$5,522 清仓
RVT ROYCE SMALL CAP TRUST INC $00.00%0 -325-100.0% -$5,233 清仓
— CITY OFFICE REIT INC $00.00%0 -741-100.0% -$5,180 清仓
RNW RENEW ENERGY GLOBAL PLC $00.00%0 -900-100.0% -$5,085 清仓
— SNOW LAKE RES LTD $00.00%0 -1,687-100.0% -$5,061 清仓
— TWO RDS SHARED TR $00.00%0 -537-100.0% -$5,053 清仓
CARY ANGEL OAK FDS TR $00.00%0 -241-100.0% -$5,019 清仓
PBP INVESCO EXCHANGE-TRADED FD TR $00.00%0 -218-100.0% -$4,977 清仓
BMRC BANK MARIN BANCORP $00.00%0 -190-100.0% -$4,942 清仓
— AMPLIFY ETF TR $00.00%0 -84-100.0% -$4,876 清仓
— VANECK ETF TR $00.00%0 -94-100.0% -$4,763 清仓
HRTG HERITAGE INS HLDGS INC $00.00%0 —— — 申报中断
— UNITED BANCORP INC $00.00%0 —— — 申报中断
QQQX NUVEEN NASDAQ 100 DYNAMIC $00.00%0 —— — 申报中断
— AEMETIS INC $00.00%0 -2,998-100.0% -$4,167 清仓
STOT SSGA ACT TR SS DOUBLELINE SHT $00.00%0 —— — 申报中断
STVN STEVANATO GROUP S P A $00.00%0 —— — 申报中断
FLDR FIDELITY MERRIMACK STR TR $00.00%0 -79-100.0% -$3,968 清仓
XCHYX CALAMOS CONVERTIBLE & HIGH $00.00%0 -324-100.0% -$3,664 清仓
JRI NUVEEN REAL ASSET INCOME & $00.00%0 -266-100.0% -$3,620 清仓
JGH NUVEEN GLOBAL HIGH INCOME FUND $00.00%0 -273-100.0% -$3,438 清仓
GDOT GREEN DOT CORPORATION CL A $00.00%0 -250-100.0% -$3,203 清仓
FTLS FIRST TRUST LONG/SHORT EQUITY $00.00%0 —— — 申报中断
— TIDAL ETF TR $00.00%0 -135-100.0% -$3,044 清仓
DJP BARCLAYS BK PLC IPATH LKD SECS $00.00%0 -80-100.0% -$3,009 清仓
— URGENTLY INC $00.00%0 -1,000-100.0% -$2,920 清仓
BAR GRANITESHARES GOLD TR SHS BEN $00.00%0 —— — 申报中断
HGER HARBOR ETF TR $00.00%0 -116-100.0% -$2,879 清仓
SCHJ SCHWAB STRATEGIC TR $00.00%0 -111-100.0% -$2,764 清仓
— NUVEEN DOW 30 DYNAMIC $00.00%0 -180-100.0% -$2,747 清仓
— VOLATILITY SHS TR $00.00%0 —— — 申报中断
USMC PRINCIPAL US MEGA CAP ETF $00.00%0 -40-100.0% -$2,738 清仓
— GUESS INCORPORATED $00.00%0 -147-100.0% -$2,462 清仓
— VOYA INFRASTRUCTURE $00.00%0 -200-100.0% -$2,460 清仓
BXC BLUELINX HOLDINGS INC $00.00%0 —— — 申报中断
— RENT THE RUNWAY INC $00.00%0 -310-100.0% -$2,452 清仓
EWH ISHARES INC MSCI HONG KONG $00.00%0 -110-100.0% -$2,338 清仓
BLOK AMPLIFY TRANSFORMATIONAL DATA $00.00%0 -40-100.0% -$2,276 清仓
— TPG MORTGAGE INVESTMENT TRUST $00.00%0 —— — 申报中断
— VIRTUS ETF TR II $00.00%0 —— — 申报中断
— ABITS GROUP INC $00.00%0 -400-100.0% -$2,060 清仓
— BROOKFIELD BUSINESS PARTNERS $00.00%0 -58-100.0% -$2,042 清仓
FLGB FRANKLIN TEMPLETON ETF TR $00.00%0 -58-100.0% -$1,958 清仓
— KRANESHARES GLOBAL CARBON $00.00%0 -55-100.0% -$1,947 清仓
VPG VISHAY PRECISION GROUP INC $00.00%0 —— — 申报中断
KSA ISHARES MSCI SAUDI ARABIA $00.00%0 -52-100.0% -$1,893 清仓
KWEB KRANESHARES CSI CHINA INTERNET $00.00%0 -55-100.0% -$1,873 清仓
— THERAVANCE BIOPHARMA INC $00.00%0 -100-100.0% -$1,871 清仓
AUSF GLOBAL X ADAPTIVE US FACTOR $00.00%0 -39-100.0% -$1,808 清仓
CTA SIMPLIFY EXCHANGE TRADED FDS $00.00%0 —— — 申报中断
— SOUND FINANCIAL BANCORP INC $00.00%0 -41-100.0% -$1,789 清仓
ARKF ARK ETF TR $00.00%0 —— — 申报中断
BBIN J P MORGAN EXCHANGE-TRADED FD $00.00%0 -23-100.0% -$1,663 清仓
FLTW FRANKLIN TEMPLETON ETF TR $00.00%0 -27-100.0% -$1,643 清仓
SMBS SCHWAB STRATEGIC TR $00.00%0 —— — 申报中断
— REGIS CORP MINN $00.00%0 -55-100.0% -$1,526 清仓
— DENNYS CORP $00.00%0 -244-100.0% -$1,518 清仓
DQ DAQO NEW ENERGY CORP $00.00%0 -50-100.0% -$1,475 清仓
LOVE LOVESAC CO $00.00%0 -100-100.0% -$1,475 清仓
— DULUTH HOLDINGS INC $00.00%0 -700-100.0% -$1,456 清仓
— CARTESIAN THERAPEUTICS INC $00.00%0 -200-100.0% -$1,442 清仓
— ICON ENERGY CORP $00.00%0 -2,150-100.0% -$1,441 清仓
IBTA IBOTTA INC $00.00%0 —— — 申报中断
— ISHARES TR $00.00%0 -12-100.0% -$1,374 清仓
MNR MACH NAT RES LP $00.00%0 -123-100.0% -$1,358 清仓
SMIN ISHARES TR MSCI INDIA SMALL $00.00%0 -19-100.0% -$1,328 清仓
— COHEN & STEERS TOTAL RETURN $00.00%0 -120-100.0% -$1,326 清仓
SRVR PACER FDS TR $00.00%0 -46-100.0% -$1,317 清仓
WWJD NORTHERN LTS FD TR IV $00.00%0 -34-100.0% -$1,240 清仓
GAB GABELLI EQUITY TRUST INC $00.00%0 —— — 申报中断
— PRECIPIO INC $00.00%0 -52-100.0% -$1,195 清仓
— AGENUS INC $00.00%0 —— — 申报中断
HAWX ISHARES CURRENCY HEDGED $00.00%0 -29-100.0% -$1,145 清仓
FLJP FRANKLIN FTSE JAPAN $00.00%0 —— — 申报中断
— TTEC HOLDINGS INC $00.00%0 -300-100.0% -$1,080 清仓
EWT ISHARES INC $00.00%0 -17-100.0% -$1,080 清仓
LBTYA LIBERTY GLOBAL LTD $00.00%0 —— — 申报中断
— IMPERIAL PETE INC $00.00%0 —— — 申报中断
— COSMOS HLDGS INC $00.00%0 -2,000-100.0% -$996 清仓
— MONROE CAPITAL CORPORATION $00.00%0 -150-100.0% -$956 清仓
GSBD GOLDMAN SACHS BDC INC $00.00%0 -100-100.0% -$928 清仓
— LIFETIME BRANDS INC $00.00%0 —— — 申报中断
— BROOKFIELD BUSINESS CORP $00.00%0 -25-100.0% -$897 清仓
DEI DOUGLAS EMMETT INC $00.00%0 —— — 申报中断
TYG TORTOISE ENERGY INFRASTRUCTURE $00.00%0 -19-100.0% -$777 清仓
— GABELLI GLOBAL SMALL & MID CAP $00.00%0 -50-100.0% -$750 清仓
BHRB BURKE HERBERT FINL SVCS CORP $00.00%0 —— — 申报中断
RDY DR REDDYS LABS LTD ADR $00.00%0 -51-100.0% -$716 清仓
MPB MID PENN BANCORP INC $00.00%0 -21-100.0% -$651 清仓
— LYRA THERAPEUTICS INC $00.00%0 -210-100.0% -$647 清仓
— TRAEGER INC $00.00%0 -550-100.0% -$594 清仓
— PLAYBOY INC $00.00%0 -315-100.0% -$592 清仓
— SANGAMO THERAPEUTICS INC $00.00%0 -1,388-100.0% -$583 清仓