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
WEN WENDYS CO $20.85万0.00%30,655 1,8056.3% $1.23万 加仓
SGOV ISHARES TR $20.89万0.00%2,076 1,8971,059.8% $19.09万 加仓
DSGX DESCARTES SYS GROUP INC $20.95万0.00%3,009 1,589111.9% $11.06万 加仓
CFFN CAPITOL FEDERAL FINANCIAL INC $21.02万0.00%30,377 8042.7% $5,564 加仓
BF/B BROWN FORMAN CORP $21.20万0.00%7,797 1,34220.8% $3.65万 加仓
GFI GOLD FIELDS LTD NEW ADR $21.26万0.00%5,020 87021.0% $3.68万 加仓
FLO FLOWERS FOODS INC $21.32万0.00%25,384 5,63828.6% $4.74万 加仓
CMP COMPASS MINERALS INTL INC $21.38万0.00%9,276 440.5% $1,014 加仓
XTL SPDR SER TR $21.39万0.00%1,142 282.5% $5,244 加仓
— SIMULATIONS PLUS INCORPORATED $21.43万0.00%18,764 18,71739,823.4% $21.37万 加仓
CALX CALIX NETWORKS INC $21.48万0.00%4,273 1924.7% $9,654 加仓
THG HANOVER INS GROUP INC $21.54万0.00%1,272 54374.5% $9.19万 加仓
IWLG INDEXIQ ACTIVE ETF TR $21.55万0.00%4,651 -460-9.0% -$2.13万 减仓
ASB ASSOCIATED BANC CORP $21.64万0.00%8,700 6,185245.9% $15.38万 加仓
SLAB SILICON LABORATORIES INC $21.68万0.00%1,053 34949.6% $7.19万 加仓
BRBR BELLRING BRANDS INC NEW $21.77万0.00%14,184 13,3401,580.6% $20.48万 加仓
IESC IES HOLDINGS INC $21.80万0.00%460 21990.9% $10.38万 加仓
— FIS TR $21.87万0.00%7,428 7,428— $21.87万 新建仓
HYLB DBX X-TRACKERS USD HIGH YIELD $21.91万0.00%6,087 1,28726.8% $4.63万 加仓
SERV SERVE ROBOTICS INC $21.92万0.00%26,346 9,64257.7% $8.02万 加仓
FOUR SHIFT4 PAYMENTS INC CL A $21.94万0.00%4,932 74117.7% $3.30万 加仓
TROX TRONOX HLDGS PLC $22.00万0.00%24,120 -1,000-4.0% -$9,120 减仓
— FIRST TR EXCHANGE TRADED FD $22.00万0.00%2,293 59835.3% $5.74万 加仓
NE NOBLE CORP PLC $22.00万0.00%4,417 70419.0% $3.51万 加仓
SITM SITIME CORP $22.05万0.00%674 6573,864.7% $21.50万 加仓
LPX LOUISIANA PACIFIC CORP $22.11万0.00%3,101 32811.8% $2.34万 加仓
EZM WISDOMTREE TRUST MIDCAP $22.14万0.00%3,354 52518.6% $3.46万 加仓
— APOGEE THERAPEUTICS INC $22.14万0.00%2,845 2,7472,803.1% $21.38万 加仓
LASR NLIGHT INC $22.15万0.00%3,444 3,1941,277.6% $20.54万 加仓
DCO DUCOMMUN INC $22.16万0.00%1,835 1,6781,068.8% $20.27万 加仓
LGND LIGAND PHARMACEUTICALS INC $22.17万0.00%1,134 1,0711,700.0% $20.94万 加仓
— ARCELLX INC $22.19万0.00%1,937 970100.3% $11.11万 加仓
ROOT ROOT INC $22.24万0.00%5,066 4,9504,267.2% $21.73万 加仓
JMIA JUMIA TECHNOLOGIES AG $22.30万0.00%33,438 -1,030-3.0% -$6,870 减仓
ENPH ENPHASE ENERGY INC $22.43万0.00%5,928 2,10655.1% $7.97万 加仓
DFCF DIMENSIONAL ETF TR $22.48万0.00%5,371 2,993125.9% $12.53万 加仓
HMY HARMONY GOLD MNG LTD ADR $22.49万0.00%15,685 10,843223.9% $15.55万 加仓
UAMY UNITED STATES ANTIMONY CORP $22.50万0.00%25,710 -2,126-7.6% -$1.86万 减仓
S SENTINELONE INC $22.52万0.00%17,900 -2,186-10.9% -$2.75万 减仓
— INVESCO EXCHANGE-TRADED FD TR $22.52万0.00%4,070 1,26845.3% $7.02万 加仓
— INVESCO EXCHANGE-TRADED FD TR $22.53万0.00%1,482 71392.7% $10.84万 加仓
FNB F N B CORP PENNSYLVANIA $22.68万0.00%14,016 3,72136.1% $6.02万 加仓
PSCT INVESCO EXCHANGE-TRADED FD TR $22.71万0.00%3,827 3459.9% $2.05万 加仓
— PROSHARES MSCI EAFE DIVIDEND $22.79万0.00%5,766 80516.2% $3.18万 加仓
— EA SER TR $22.96万0.00%3,257 1,00744.8% $7.10万 加仓
AMCX AMC NETWORKS INC $22.98万0.00%35,246 34,3683,914.4% $22.41万 加仓
TAK TAKEDA PHARMACEUTICAL CO LTD $23.12万0.00%12,912 11,327714.6% $20.29万 加仓
CGON CG ONCOLOGY INC $23.13万0.00%3,579 3,578357,800.0% $23.12万 重新持有
LWLG LIGHTWAVE LOGIC INC $23.15万0.00%32,000 4,40015.9% $3.18万 加仓
CZR CAESARS ENTMT INC NEW $23.21万0.00%8,979 1,83325.7% $4.74万 加仓
GCT GIGACLOUD TECHNOLOGY INC $23.32万0.00%5,608 3,561174.0% $14.81万 加仓
AXSM AXSOME THERAPEUTICS INC. $23.34万0.00%1,493 1,198406.1% $18.73万 加仓
HOMB HOME BANCSHARES INC $23.36万0.00%8,839 92911.7% $2.46万 加仓
— DIGITALBRIDGE GROUP INC $23.52万0.00%15,290 110.1% $169 加仓
FLNC FLUENCE ENERGY INC $23.58万0.00%16,661 3,53226.9% $5.00万 加仓
TENB TENABLE HLDGS INC $23.67万0.00%14,309 14,299142,990.0% $23.65万 加仓
DFAI DIMENSIONAL ETF TR $23.76万0.00%6,294 5,454649.3% $20.59万 加仓
FSLY FASTLY INC $23.79万0.00%8,672 1,15315.3% $3.16万 加仓
RWR SPDR SER TR $23.81万0.00%2,399 1345.9% $1.33万 加仓
DUOT DUOS TECHNOLOGIES GROUP INC $23.84万0.00%34,100 -3,000-8.1% -$2.10万 减仓
— ATKORE INC $23.90万0.00%4,043 1,54661.9% $9.14万 加仓
— GBANK FINL HLDGS INC $23.93万0.00%9,238 9,238— $23.93万 新建仓
PK PARK HOTELS & RESORTS INC $24.06万0.00%23,070 1930.8% $2,013 加仓
— NUSHARES ETF TR $24.11万0.00%6,941 3,09180.3% $10.74万 加仓
JXN JACKSON FINANCIAL INC $24.12万0.00%2,378 25111.8% $2.55万 加仓
AMSC AMERICAN SUPERCONDUCTOR CORP $24.14万0.00%7,159 -692-8.8% -$2.33万 减仓
GVA GRANITE CONSTRUCTION INC $24.16万0.00%2,045 38823.4% $4.58万 加仓
VNQI VANGUARD GLOBAL EX US REAL $24.25万0.00%5,605 -1,363-19.6% -$5.90万 减仓
IBDY ISHARES TR $24.30万0.00%9,497 2,13529.0% $5.46万 加仓
WLTH WEALTHFRONT CORP $24.37万0.00%27,661 27,658921,933.3% $24.37万 加仓
CATY CATHAY GENERAL BANCORP $24.56万0.00%5,029 4,8282,402.0% $23.58万 加仓
IIPR INNOVATIVE INDUSTRIAL $24.88万0.00%4,883 3417.5% $1.74万 加仓
OPRT OPORTUN FINL CORP $24.90万0.00%55,575 55,575— $24.90万 新建仓
EWY ISHARES INC MSCI SOUTH KOREA $25.07万0.00%2,072 2,072— $25.07万 新建仓
UI UBIQUITI INC $25.10万0.00%322 -113-26.0% -$8.81万 减仓
SPH SUBURBAN PROPANE PARTNERS L P $25.10万0.00%12,316 2672.2% $5,442 加仓
— SUPERNUS PHARMACEUTICALS INC $25.20万0.00%5,089 3,710269.0% $18.37万 加仓
VC VISTEON CORP $25.37万0.00%2,888 2,8194,085.5% $24.76万 加仓
VNOM VIPER ENERGY INC NEW $25.43万0.00%5,314 1,01823.7% $4.87万 加仓
QTWO Q2 HOLDINGS INC $25.45万0.00%5,604 5,5045,504.0% $25.00万 加仓
SNAP SNAP INC $25.50万0.00%64,872 30,93191.1% $12.16万 加仓
NMIH NMI HOLDINGS INC $25.52万0.00%6,924 6,89927,596.0% $25.43万 加仓
SWBI SMITH & WESSON BRANDS INC $25.52万0.00%17,409 3,65526.6% $5.36万 加仓
— INVESCO EXCHANGE-TRADED FD TR $25.61万0.00%6,739 4,726234.8% $17.96万 加仓
KBH KB HOME $25.62万0.00%5,033 1,20431.4% $6.13万 加仓
GBX GREENBRIER COMPANIES INC $25.66万0.00%5,021 -95-1.9% -$4,856 减仓
LUNR INTUITIVE MACHS INC $25.71万0.00%14,675 8476.1% $1.48万 加仓
WMG WARNER MUSIC GROUP CORP $25.78万0.00%10,844 9,684834.8% $23.02万 加仓
SUSB ISHARES TRUST $25.96万0.00%10,411 5,06994.9% $12.64万 加仓
PSK SPDR SER TRUST $25.97万0.00%8,415 -486-5.5% -$1.50万 减仓
RIG TRANSOCEAN LTD $26.01万0.00%37,526 1350.4% $936 加仓
BPOP POPULAR INC $26.16万0.00%2,012 1,8371,049.7% $23.88万 加仓
FPI FARMLAND PARTNERS INC $26.25万0.00%24,126 22,2221,167.1% $24.18万 加仓
YETI YETI HLDGS INC $26.38万0.00%7,415 95414.8% $3.39万 加仓
— INVESCO EXCHANGE-TRADED FD TR $26.46万0.00%5,684 99121.1% $4.61万 加仓
PRIM PRIMORIS SVCS CORP $26.53万0.00%1,849 1,253210.2% $17.98万 加仓
ABCB AMERIS BANCORP $26.59万0.00%3,504 2,951533.6% $22.40万 加仓
PLGO FIDELIS INSURANCE HOLDINGS $26.72万0.00%14,251 -100-0.7% -$1,875 减仓
— QORVO INC $26.74万0.00%3,457 2086.4% $1.61万 加仓
OSCR OSCAR HEALTH INC $26.94万0.00%24,186 2,0579.3% $2.29万 加仓