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
TBBK THE BANCORP INC $107.86万0.00%20,952 5232.6% $2.69万 加仓
ONTO ONTO INNOVATION INC $107.92万0.00%5,284 4,9631,546.1% $101.36万 加仓
ACWI ISHARES MSCI ACWI INDEX FD $108.05万0.00%8,031 530.7% $7,131 加仓
KRC KILROY REALTY CORP $108.15万0.00%38,652 16,00170.6% $44.77万 加仓
KSS KOHLS CORP $108.48万0.00%87,061 2,1062.5% $2.62万 加仓
STM STMICROELECTRONICS $108.83万0.00%33,445 3,56611.9% $11.60万 加仓
PUK PRUDENTIAL PLC SPONSORED ADR $109.10万0.00%39,273 29,927320.2% $83.14万 加仓
WH WYNDHAM HOTELS & RESORTS INC $109.20万0.00%13,748 13,0771,948.9% $103.87万 加仓
CDNL CARDINAL INFRASTRUCTURE GROUP $109.36万0.00%30,126 30,126— $109.36万 新建仓
AX AXOS FINANCIAL INC $109.43万0.00%13,189 5,60273.8% $46.48万 加仓
MKTX MARKETAXESS HLDGS INC $109.54万0.00%6,674 4,826261.1% $79.21万 加仓
GPIQ GOLDMAN SACHS ETF TR $109.55万0.00%22,695 17,244316.3% $83.24万 加仓
QGRW WISDOMTREE TR $110.18万0.00%21,336 19,6531,167.7% $101.49万 加仓
IDLV INVESCO EXCHANGE-TRADED FD TR $110.32万0.00%32,610 3,93713.7% $13.32万 加仓
BSMQ INVESCO EXCHANGE-TRADED $110.35万0.00%46,807 3,3947.8% $8.00万 加仓
SNEX STONEX GROUP INC $110.39万0.00%14,087 12,569828.0% $98.49万 加仓
WY WEYERHAEUSER CO $110.40万0.00%46,271 10,45729.2% $24.95万 加仓
DTD WISDOMTREE US TOTAL DIVIDEND $111.11万0.00%13,129 1,0428.6% $8.82万 加仓
RDNT RADNET INC $111.58万0.00%19,871 19,2683,195.4% $108.19万 加仓
FEX FIRST TRUST LARGE CAP CORE $111.78万0.00%9,295 1,49719.2% $18.00万 加仓
IVOG VANGUARD ADMIRAL FUNDS INC $112.76万0.00%9,212 3,35957.4% $41.12万 加仓
IHF ISHARES DOW JONES $112.78万0.00%27,486 -352-1.3% -$1.44万 减仓
AOA ISHARES TRUST $112.82万0.00%13,073 9,490264.9% $81.90万 加仓
ZIM ZIM INTEGRATED SHIPPING SVCS $113.73万0.00%43,426 35,265432.1% $92.36万 加仓
TPLC TIMOTHY PLAN $114.45万0.00%24,978 6,42934.7% $29.46万 加仓
OKTA OKTA INC $114.46万0.00%15,630 9,391150.5% $68.77万 加仓
JOBY JOBY AVIATION INC $114.72万0.00%141,628 27,29923.9% $22.11万 加仓
EXLS EXLSERVICE HLDGS INC $114.87万0.00%38,495 30,928408.7% $92.29万 加仓
LSCC LATTICE SEMICONDUCTOR CORP $115.26万0.00%12,751 11,6321,039.5% $105.14万 加仓
DOCU DOCUSIGN INC $115.33万0.00%25,207 4,46421.5% $20.42万 加仓
— GAIN THERAPEUTICS INC $115.59万0.00%631,615 -70,598-10.1% -$12.92万 减仓
CPNG COUPANG INC CL A $115.94万0.00%64,092 48,762318.1% $88.21万 加仓
RIVN RIVIAN AUTOMOTIVE INC $116.33万0.00%78,759 15,19423.9% $22.44万 加仓
FNDC SCHWAB STRATEGIC TRUST $116.57万0.00%25,916 3,92617.9% $17.66万 加仓
IYY ISHARES DOW JONES US INDEX $116.79万0.00%7,562 1,23419.5% $19.06万 加仓
GOVI INVESCO EXCHANGE-TRADED FD TR $117.33万0.00%43,496 3,4158.5% $9.21万 加仓
IDGT ISHARES S&P NORTH AMERICAN $117.62万0.00%12,269 4,33654.7% $41.57万 加仓
ICLN ISHARES TRUST S&P GLOBAL CLEAN $117.66万0.00%65,916 5,6409.4% $10.07万 加仓
BIDU BAIDU COM INC $118.12万0.00%10,925 5345.1% $5.77万 加仓
DOCS DOXIMITY INC $118.17万0.00%49,881 45,6101,067.9% $108.05万 加仓
AFRM AFFIRM HLDGS INC $118.59万0.00%27,884 9,51151.8% $40.45万 加仓
KNX KNIGHT-SWIFT TRANSPORTATION $118.68万0.00%21,365 8,56566.9% $47.58万 加仓
IEO ISHARES DOW JONES US $118.97万0.00%9,223 2,47936.8% $31.98万 加仓
LEU CENTRUS ENERGY CORP $119.20万0.00%6,517 1,91741.7% $35.06万 加仓
AIA ISHARES $119.37万0.00%11,530 6,582133.0% $68.14万 加仓
— INVESCO EXCHANGE-TRADED FD TR $119.88万0.00%17,660 8,79799.3% $59.71万 加仓
ALGM ALLEGRO MICROSYSTEMS INC DEL $120.31万0.00%39,942 39,56410,466.7% $119.17万 加仓
RFV INVESCO EXCHANGE-TRADED FD TR $120.68万0.00%9,436 1,38217.2% $17.67万 加仓
GIB CGI INC $120.73万0.00%16,993 -2,841-14.3% -$20.18万 减仓
LRN STRIDE INC $121.43万0.00%14,184 12,844958.5% $109.96万 加仓
L LOEWS CORP $121.46万0.00%11,665 10,173681.8% $105.93万 加仓
BBY BEST BUY INC $121.48万0.00%19,288 13,680243.9% $86.16万 加仓
SHE SPDR SER TR $121.79万0.00%9,699 3,49656.4% $43.90万 加仓
PTF INVESCO EXCHANGE-TRADED FD TR $122.08万0.00%14,212 3,00326.8% $25.79万 加仓
LAZ LAZARD INC $122.19万0.00%31,243 26,423548.2% $103.34万 加仓
QGRO AMERICAN CENTY ETF TR $122.27万0.00%11,907 3,28538.1% $33.73万 加仓
TNDM TANDEM DIABETES CARE INC NEW $122.61万0.00%58,388 56,8263,638.0% $119.33万 加仓
KALU KAISER ALUM CORP $122.88万0.00%10,726 10,2061,962.7% $116.92万 加仓
PCTY PAYLOCITY HOLDING CORP $122.90万0.00%11,661 10,300756.8% $108.55万 加仓
KWR QUAKER CHEMICAL CORP $122.92万0.00%9,853 9,7207,308.3% $121.27万 加仓
RS RELIANCE INC $123.32万0.00%4,116 3,107307.9% $93.09万 加仓
GPI GROUP 1 AUTOMOTIVE INC $123.90万0.00%3,810 3,7234,279.3% $121.07万 加仓
— EA SER TR $123.93万0.00%32,418 7,66531.0% $29.30万 加仓
— EA SER TR $124.79万0.00%30,625 11,39859.3% $46.44万 加仓
WING WINGSTOP INC $124.98万0.00%8,091 6,970621.8% $107.66万 加仓
SPYX SPDR SER TR $125.06万0.00%24,199 6,17534.3% $31.91万 加仓
EMLC VANECK ETF TR $125.21万0.00%50,305 28,679132.6% $71.38万 加仓
CELH CELSIUS HOLDINGS INC $125.44万0.00%36,960 6,23220.3% $21.15万 加仓
SYM SYMBOTIC INC $126.10万0.00%25,010 14,886147.0% $75.06万 加仓
DBAW DBX X-TRACKERS MSCI ALL $126.28万0.00%30,414 5,56122.4% $23.09万 加仓
FEM FIRST TRUST EXCHANGE TRADED $126.30万0.00%43,269 16,71162.9% $48.78万 加仓
FWONA LIBERTY MEDIA CORP DEL $126.73万0.00%16,872 15,8151,496.2% $118.79万 加仓
RVTY REVVITY INC $127.16万0.00%15,156 5,89263.6% $49.43万 加仓
PWV INVESCO EXCHANGE-TRADED FD TR $127.41万0.00%18,614 3,59423.9% $24.60万 加仓
FNDA SCHWAB STRATEGIC TRUST $127.92万0.00%40,164 7,64823.5% $24.36万 加仓
BSMT INVESCO EXCHANGE-TRADED $128.56万0.00%56,006 19,12451.9% $43.90万 加仓
IHE ISHARES DOW JONES US $130.27万0.00%15,548 8555.8% $7.16万 加仓
EXEL EXELIXIS INC $130.52万0.00%31,428 26,651557.9% $110.68万 加仓
SMTC SEMTECH CORP $130.90万0.00%18,140 16,062773.0% $115.90万 加仓
ILMN ILLUMINA INC $131.13万0.00%11,144 6,427136.3% $75.63万 加仓
CVE CENOVUS ENERGY INC $131.20万0.00%48,920 35,137254.9% $94.24万 加仓
MDIV FIRST TR EXCHANGE TRADED FD VI $132.01万0.00%82,257 17,68527.4% $28.38万 加仓
ACI ALBERTSONS COS INC $132.42万0.00%77,576 35,53484.5% $60.66万 加仓
HRL HORMEL FOODS CORP $132.60万0.00%57,479 36,873178.9% $85.06万 加仓
NTES NETEASE INC SPONSORED ADR $133.15万0.00%12,187 5,71988.4% $62.48万 加仓
SJM JM SMUCKER CO $133.44万0.00%14,001 4,94154.5% $47.09万 加仓
NYF ISHARES S&P NEW YORK MUNI BOND $133.48万0.00%25,223 14,973146.1% $79.24万 加仓
ROL ROLLINS INC $133.83万0.00%25,510 7,53841.9% $39.54万 加仓
TPL TEXAS PAC LD CORP $134.14万0.00%2,621 2,101404.0% $107.53万 加仓
MLPA GLOBAL X FDS $135.36万0.00%24,634 8053.4% $4.42万 加仓
SMB VANECK ETF TR $135.73万0.00%78,523 24,17044.5% $41.78万 加仓
SBCF SEACOAST BKG CORP FLA $136.20万0.00%46,389 43,5881,556.2% $127.97万 加仓
EAGL THE 2023 ETF SER TR $136.40万0.00%46,634 2,4575.6% $7.19万 加仓
RCI ROGERS COMMUNICATIONS INC $136.82万0.00%35,547 24,197213.2% $93.13万 加仓
IVOV VANGUARD ADMIRAL FUNDS INC $136.97万0.00%13,708 4,24644.9% $42.43万 加仓
NTAP NETAPP INC $137.01万0.00%13,387 7,099112.9% $72.65万 加仓
VOD VODAFONE GROUP PLC NEW $137.39万0.00%94,817 13,41816.5% $19.44万 加仓
BBWI BATH & BODY WKS INC $137.80万0.00%82,023 19,26630.7% $32.37万 加仓
OUSA ALPS ETF TR $138.05万0.00%25,261 1,1404.7% $6.23万 加仓
PEO ADAM NATURAL RESOURCES FUND $138.25万0.00%49,164 12,72634.9% $35.79万 加仓