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
— LISTED FDS TR $36.30万0.00%12,196 3,73844.2% $11.13万 加仓
SPFI SOUTH PLAINS FINL INC $36.32万0.00%8,800 00.0% — 不变
BWIN BRP GROUP INC $36.36万0.00%17,241 15,9411,226.2% $33.62万 加仓
KT KT CORP $36.55万0.00%16,975 10,097146.8% $21.74万 加仓
GRBK GREEN BRICK PARTNERS INC $36.56万0.00%5,906 3,409136.5% $21.10万 加仓
— GLBL X FDS X AUTONOMOUS & ELEC $36.64万0.00%12,370 4,73662.0% $14.03万 加仓
LTBR LIGHTBRIDGE CORP $36.68万0.00%34,281 -320-0.9% -$3,424 减仓
PGY PAGAYA TECHNOLOGIES LTD $36.70万0.00%32,855 32,81378,126.2% $36.65万 加仓
DGRS WISDOMTREE U S SMALL CAP $36.79万0.00%7,020 5708.8% $2.99万 加仓
INFY INFOSYS TECHNOLOGIES LTD $36.92万0.00%28,773 20,298239.5% $26.04万 加仓
NCNO NCINO INC NEW $36.98万0.00%26,397 23,968986.7% $33.58万 加仓
IBRX IMMUNITYBIO INC $37.03万0.00%50,171 43,289629.0% $31.95万 加仓
GEM GOLDMAN SACHS ACTIVEBETA $37.17万0.00%8,846 5,081135.0% $21.35万 加仓
LYFT LYFT INC $37.19万0.00%28,915 5,79225.0% $7.45万 加仓
— INVESCO ACTIVELY MANAGED $37.28万0.00%4,098 -510-11.1% -$4.64万 减仓
RYTM RHYTHM PHARMACEUTICALS INC $37.29万0.00%4,918 4,6872,029.0% $35.54万 加仓
STPZ PIMCO EXCHANGE TRADED FUND $37.34万0.00%6,925 3465.3% $1.87万 加仓
DFIP DIMENSIONAL ETF TR $37.35万0.00%9,008 3,52564.3% $14.61万 加仓
MGEE MGE ENERGY INC $37.49万0.00%4,906 1,94865.9% $14.89万 加仓
CVLT COMMVAULT SYS INC $37.50万0.00%4,929 4,6021,407.3% $35.01万 加仓
FIG FIGMA INC $37.54万0.00%18,591 11,743171.5% $23.71万 加仓
— NUVALENT INC $37.61万0.00%3,891 3,8427,840.8% $37.14万 加仓
MWA MUELLER WATER PRODUCTS INC $37.67万0.00%13,931 7,714124.1% $20.86万 加仓
SHG SHINHAN FINANCIAL GROUP CO LTD $37.69万0.00%6,196 5,9832,808.9% $36.39万 加仓
— FIRST TR S&P REIT INDEX FD $37.69万0.00%13,485 3,53935.6% $9.89万 加仓
— SPDR INDEX SHS FDS $37.77万0.00%9,569 1,34316.3% $5.30万 加仓
QS QUANTUMSCAPE CORP $37.78万0.00%60,346 -1,829-2.9% -$1.14万 减仓
BKH BLACK HILLS CORPORATION $37.84万0.00%5,508 98321.7% $6.75万 加仓
WRBY WARBY PARKER INC $37.86万0.00%18,622 16,114642.5% $32.76万 加仓
EIS ISHARES INC $37.91万0.00%3,329 49117.3% $5.59万 加仓
AGX ARGAN INC $38.25万0.00%675 18938.9% $10.71万 加仓
GLBE GLOBAL E ONLINE LTD $38.27万0.00%13,227 11,296585.0% $32.68万 加仓
PCRX PACIRA BIOSCIENCES INC $38.30万0.00%16,738 14,728732.7% $33.70万 加仓
SBRA SABRA HEALTH CARE REIT INC $38.36万0.00%19,561 7413.9% $1.45万 加仓
U UNITY SOFTWARE INC $38.37万0.00%19,726 13,379210.8% $26.02万 加仓
FXD FIRST TR EXCHANGE-TRADED FD II $38.59万0.00%6,169 3806.6% $2.38万 加仓
ATRO ASTRONICS CORP $38.65万0.00%5,967 5,065561.5% $32.81万 加仓
— FIRST TRUST EXCHANGE TRADED $38.74万0.00%6,333 2383.9% $1.46万 加仓
SPEU SPDR INDEX SHS FDS ST STRT $38.84万0.00%7,854 1,15417.2% $5.71万 加仓
CRBG COREBRIDGE FINL INC $39.08万0.00%17,524 -347-1.9% -$7,738 减仓
AGO ASSURED GUARANTY LTD $39.24万0.00%4,949 3748.2% $2.97万 加仓
UVSP UNIVEST FINL CORP PA $39.50万0.00%11,783 11,780392,666.7% $39.49万 加仓
CPT CAMDEN PROPERTY TRUST $39.83万0.00%4,108 2,475151.6% $24.00万 加仓
MPT MEDICAL PROPERTIES TRUST INC $39.94万0.00%88,159 10,42813.4% $4.72万 加仓
— ISHARES TRUST $39.96万0.00%8,717 3,63371.5% $16.65万 加仓
SWKS SKYWORKS SOLUTIONS INC $40.05万0.00%7,464 96414.8% $5.17万 加仓
CHE CHEMED CORP NEW $40.09万0.00%1,088 1,07810,780.0% $39.72万 加仓
RYAN RYAN SPECIALTY HOLDINGS INC $40.17万0.00%12,655 11,253802.6% $35.72万 加仓
AAON AAON INC $40.20万0.00%4,934 4,4981,031.7% $36.65万 加仓
MAIN MAIN STR CAP CORP $40.32万0.00%7,824 40.1% $206 加仓
RUN SUNRUN INC $40.37万0.00%32,041 14,61283.8% $18.41万 加仓
WFG WEST FRASER TIMBER LTD $40.40万0.00%6,329 3,556128.2% $22.70万 加仓
JGLO J P MORGAN EXCHANGE-TRADED FD $40.53万0.00%6,396 4,291203.8% $27.19万 加仓
IPAC ISHARES CORE MSCI PACIFIC ETF $40.68万0.00%5,488 2,46281.4% $18.25万 加仓
NWSA NEWS CORP CL A $40.76万0.00%16,814 8,687106.9% $21.06万 加仓
— CHART INDS INC $40.83万0.00%1,975 -21-1.1% -$4,341 减仓
BANR BANNER CORP $41.28万0.00%6,910 6,2891,012.7% $37.57万 加仓
EWL ISHARES INC MSCI SWITZERLAND $41.49万0.00%7,281 97315.4% $5.54万 加仓
— MORGAN STANLEY INDIA $41.61万0.00%20,669 -1,588-7.1% -$3.20万 减仓
ABVX ABIVAX SA $41.71万0.00%4,070 4,05731,207.7% $41.57万 加仓
EWX SPDR INDEX SHS FDS ST STRT $41.96万0.00%6,466 81114.3% $5.26万 加仓
IBDX ISHARES TR $42.06万0.00%16,799 3,34124.8% $8.37万 加仓
PDP INVESCO EXCHANGE-TRADED FD TR $42.10万0.00%3,562 -283-7.4% -$3.35万 减仓
RYN RAYONIER INC $42.23万0.00%20,790 18,9311,018.3% $38.45万 加仓
— WISDOMTREE GLOBAL HIGH $42.45万0.00%6,518 -1,534-19.1% -$9.99万 减仓
ENSG ENSIGN GROUP INC $42.49万0.00%2,118 1,189128.0% $23.86万 加仓
— ISHARES TR $42.54万0.00%7,537 2,90962.9% $16.42万 加仓
GDDY GODADDY INC $42.56万0.00%5,322 4,9031,170.2% $39.21万 加仓
SFBS SERVISFIRST BANCSHARES INC $42.93万0.00%5,919 5,88416,811.4% $42.68万 加仓
GNR ST STRT SPDR S&P GLBL NATURAL $43.15万0.00%5,909 -3,028-33.9% -$22.11万 减仓
PGF INVESCO EXCHANGE-TRADED FD TR $43.30万0.00%31,493 -3,217-9.3% -$4.42万 减仓
MXI ISHARES S&P GLOBAL MATERIALS $43.35万0.00%4,248 2,161103.5% $22.05万 加仓
MSGK MADISON SQUARE GARDEN CORP $43.41万0.00%1,395 1,2841,156.8% $39.95万 加仓
MNDY MONDAY COM LTD $43.46万0.00%6,539 2,61466.6% $17.38万 加仓
AGNC AGNC INVESTMENT CORP $43.49万0.00%44,882 25,539132.0% $24.75万 加仓
CWEN CLEARWAY ENERGY INC $43.62万0.00%11,153 4,43265.9% $17.33万 加仓
HIMS HIMS & HERS HEALTH INC $43.68万0.00%22,541 -2,739-10.8% -$5.31万 减仓
TXUE THORNBURG ETF TR $43.71万0.00%14,033 14,033— $43.71万 新建仓
EQH EQUITABLE HLDGS INC $43.83万0.00%12,396 6,792121.2% $24.01万 加仓
WGO WINNEBAGO INDS INC $43.85万0.00%13,935 7,949132.8% $25.02万 加仓
ACM AECOM $44.27万0.00%5,180 2,20774.2% $18.86万 加仓
IFLN INVESCO BLOOMBERG ENHANCED $44.43万0.00%24,990 1,4196.0% $2.52万 加仓
FTDR FRONTDOOR INC $44.65万0.00%8,324 8,1655,135.2% $43.80万 加仓
— INVESCO EXCHANGE-TRADED FD TR $44.71万0.00%7,936 -98-1.2% -$5,521 减仓
RXO RXO LLC $44.74万0.00%32,237 29,5251,088.7% $40.98万 加仓
WLDN WILLDAN GROUP INC $44.82万0.00%5,617 5,60340,021.4% $44.71万 加仓
NXT NEXTPOWER INC $44.90万0.00%3,741 76425.7% $9.17万 加仓
HRB BLOCK H & R INC $44.91万0.00%14,226 1,1719.0% $3.70万 加仓
— ISHARES TR $44.95万0.00%12,085 1,39313.0% $5.18万 加仓
— MASIMO CORP $45.07万0.00%2,545 2,240734.4% $39.67万 加仓
Z ZILLOW GROUP INC $45.12万0.00%11,157 -123-1.1% -$4,974 减仓
AGCO AGCO CORP $45.20万0.00%3,981 3,185400.1% $36.16万 加仓
VTRS VIATRIS INC $45.23万0.00%34,635 12,75758.3% $16.66万 加仓
FBK FB FINANCIAL CORPORATION $45.25万0.00%8,836 8,7419,201.1% $44.76万 加仓
— ISHARES TR MORNINGSTAR MULTI $45.30万0.00%21,124 14,395213.9% $30.87万 加仓
— WESTERN ASSET HIGH YIELD $45.41万0.00%43,329 21,55098.9% $22.58万 加仓
PDD PDD HLDGS INC $45.44万0.00%4,553 2,721148.5% $27.16万 加仓
MUSA MURPHY USA INC $45.46万0.00%898 35565.4% $17.97万 加仓
BTSG BRIGHTSPRING HEALTH SVCS INC $45.50万0.00%10,750 9,395693.4% $39.77万 加仓
QLYS QUALYS INC $45.63万0.00%5,329 5,0511,816.9% $43.25万 加仓