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
JMSI J P MORGAN EXCHANGE-TRADED FD $219.95万0.00%44,357 3,3488.2% $16.60万 加仓
DLN WISDOMTREE US LARGECAP $220.25万0.00%25,125 1,1254.7% $9.86万 加仓
SR SPIRE INC $221.79万0.00%24,458 7823.3% $7.09万 加仓
ANF ABERCROMBIE & FITCH CO CL A $222.13万0.00%24,922 9,96766.6% $88.84万 加仓
XSD SPDR SER TR $223.23万0.00%6,995 3956.0% $12.61万 加仓
LNC LINCOLN NATL CORP IND $223.45万0.00%65,374 18,90440.7% $64.61万 加仓
ITGR INTEGER HOLDINGS CORP $223.79万0.00%26,226 26,12124,877.1% $222.89万 加仓
JBHT J B HUNT TRANS SVCS INC $223.90万0.00%10,891 6,288136.6% $129.27万 加仓
DXCM DEXCOM INC $224.69万0.00%36,094 19,887122.7% $123.80万 加仓
IVOO VANGUARD ADMIRAL FUNDS INC $224.89万0.00%20,094 8,62875.2% $96.56万 加仓
EGP EASTGROUP PROPERTIES INC $224.94万0.00%12,280 11,8913,056.8% $217.82万 加仓
FDV FEDERATED HERMES ETF TR $225.09万0.00%73,728 22,72544.6% $69.38万 加仓
— THOMSON REUTERS CORP $225.21万0.00%25,178 4,10119.5% $36.68万 加仓
EXE EXPAND ENERGY CORP $225.26万0.00%19,847 17,112625.7% $194.22万 加仓
LYB LYONDELLBASELL INDLS NV CL A $225.53万0.00%28,033 13,70095.6% $110.22万 加仓
BKLN INVESCO EXCHANGE-TRADED FD TR $226.17万0.00%111,247 22,11424.8% $44.96万 加仓
PIPR PIPER SANDLER COS $226.35万0.00%30,999 30,77713,863.5% $224.73万 加仓
FDT FIRST TRUST EXCHANGE TRADED FD $226.71万0.00%26,793 17,823198.7% $150.81万 加仓
SPSB SPDR SER TR $226.76万0.00%75,636 29,32263.3% $87.91万 加仓
EDIV ST STRT SPDR S&P EMERG MARKETS $227.36万0.00%58,764 4,7328.8% $18.31万 加仓
JHPI JOHN HANCOCK EXCHANGE TRADED $227.63万0.00%101,258 92,3831,040.9% $207.68万 加仓
FXO FIRST TR EXCHANGE-TRADED FD II $228.24万0.00%41,909 4,26811.3% $23.24万 加仓
JPIN JPMORGAN DIVERSIFIED RETURN $228.86万0.00%33,130 7,06727.1% $48.82万 加仓
CVI CVR ENERGY INC $229.94万0.00%66,019 45,408220.3% $158.16万 加仓
XSVM INVESCO EXCHANGE-TRADED FD TR $230.14万0.00%38,764 11,26541.0% $66.88万 加仓
FTI TECHNIPFMC PLC $230.61万0.00%32,394 22,792237.4% $162.25万 加仓
LEVI LEVI STRAUSS & CO NEW $230.65万0.00%126,316 107,706578.8% $196.67万 加仓
RKT ROCKET COS INC $230.71万0.00%168,771 59,27154.1% $81.02万 加仓
BAH BOOZ ALLEN HAMILTON HLDG COR $231.13万0.00%29,447 26,435877.7% $207.49万 加仓
TU TELUS CORP $232.63万0.00%182,597 58,12946.7% $74.06万 加仓
LDUR PIMCO LOW DURATION EXCHANGE $232.86万0.00%24,383 3,45116.5% $32.96万 加仓
QSR RESTAURANT BRANDS INTL INC $233.56万0.00%32,698 27,254500.6% $194.67万 加仓
ILCG ISHARES MORNINGSTAR GROWTH ETF $233.88万0.00%25,292 4,89424.0% $45.26万 加仓
ZION ZIONS BANCORPORATION N A $233.97万0.00%42,233 12,30241.1% $68.15万 加仓
IYT ISHARES TR $237.82万0.00%32,807 1,7755.7% $12.87万 加仓
— GATES INDL CORP PLC $238.06万0.00%107,665 105,4794,825.2% $233.23万 加仓
DIVO AMPLIFY ETF TR YIELDSHARES CWP $238.37万0.00%53,917 9,14320.4% $40.42万 加仓
— INVESCO EXCHANGE-TRADED FD TR $238.43万0.00%51,243 4820.9% $2.24万 加仓
PFG PRINCIPAL FINANCIAL GROUP INC $238.52万0.00%27,405 7,09234.9% $61.72万 加仓
OALC UNIFIED SER TR $242.56万0.00%72,105 23,16447.3% $77.92万 加仓
XMVM INVESCO EXCHANGE-TRADED FD TR $242.68万0.00%37,684 21,242129.2% $136.80万 加仓
GNRC GENERAC HOLDINGS INC $245.45万0.00%12,626 5,10968.0% $99.32万 加仓
PCOR PROCORE TECHNOLOGIES INC $245.96万0.00%45,320 44,6857,037.0% $242.52万 加仓
NTRS NORTHERN TRUST CORP $246.71万0.00%18,275 13,269265.1% $179.13万 加仓
DFSD DIMENSIONAL ETF TR $246.90万0.00%51,827 11,03927.1% $52.59万 加仓
CVCO CAVCO INDS INC DEL $247.17万0.00%5,302 4,751862.3% $221.48万 加仓
TVAL T ROWE PRICE EXCHANGE-TRADED $247.99万0.00%69,798 59,484576.7% $211.35万 加仓
UAL UNITED AIRLS HLDGS INC $248.44万0.00%28,068 10,98564.3% $97.23万 加仓
— WESTERN ASSET INVESTMENT $248.64万0.00%209,289 10,2765.2% $12.21万 加仓
FXL FIRST TR ETF FD II TECHNOLOGY $248.79万0.00%15,950 9576.4% $14.93万 加仓
SCHO SCHWAB STRATEGIC TR $249.02万0.00%102,855 21,08225.8% $51.04万 加仓
DOCN DIGITALOCEAN HLDGS INC $249.03万0.00%30,586 30,32511,618.8% $246.91万 加仓
— EA SER TR $249.64万0.00%54,758 54,758— $249.64万 新建仓
LYG LLOYDS TSB GROUP PLC $250.04万0.00%517,679 443,636599.2% $214.28万 加仓
BWX SPDR BLOOMBERG INTL TREASURY $250.35万0.00%115,208 24,39426.9% $53.01万 加仓
SMMU PIMCO SHORT TERM MUNICIPAL BD $250.52万0.00%49,716 21,80378.1% $109.87万 加仓
IAI ISHARES DOW JONES US $251.62万0.00%15,897 3,38027.0% $53.50万 加仓
ESLT ELBIT SYS LTD $252.97万0.00%2,916 2,397461.8% $207.94万 加仓
PNFP PINNACLE FINL PARTNERS INC NEW $253.78万0.00%30,594 30,594— $253.78万 新建仓
SMCI SUPER MICRO COMPUTER INC $253.82万0.00%115,532 11,59411.2% $25.47万 加仓
SPXC SPX TECHNOLOGIES INC $254.18万0.00%12,709 11,8871,446.1% $237.74万 加仓
FLR FLUOR CORP $254.24万0.00%55,581 40,888278.3% $187.03万 加仓
PINS PINTEREST INC $254.79万0.00%143,461 58,51868.9% $103.93万 加仓
SDOG ALPS ETF TRUST $255.23万0.00%39,750 8,76528.3% $56.28万 加仓
FTAI FTAI AVIATION LTD $255.60万0.00%10,692 8,956515.9% $214.10万 加仓
MGY MAGNOLIA OIL & GAS CORP $256.10万0.00%79,141 78,1007,502.4% $252.73万 加仓
IYC ISHARES TR R $256.23万0.00%27,192 6,27130.0% $59.09万 加仓
NEAR ISHARES SHORT DURATION BOND $256.27万0.00%50,575 31,372163.4% $158.96万 加仓
VG VENTURE GLOBAL INC $256.76万0.00%146,471 37,35334.2% $65.48万 加仓
STLD STEEL DYNAMICS INC $257.43万0.00%15,051 7,08288.9% $121.13万 加仓
BSMU INVESCO EXCHANGE-TRADED $258.61万0.00%118,820 12,82212.1% $27.91万 加仓
GH GUARDANT HEALTH INC $259.00万0.00%30,611 13,23276.1% $111.96万 加仓
TOTR T ROWE PRICE EXCHANGE-TRADED $260.48万0.00%65,240 16,73834.5% $66.83万 加仓
XYL XYLEM INC $261.45万0.00%22,225 10,51289.7% $123.66万 加仓
GSHD GOOSEHEAD INSURANCE INC $262.98万0.00%63,986 62,7485,068.5% $257.89万 加仓
CSMD PROFESIONALLY MANAGED PORTFO $264.27万0.00%86,787 46,823117.2% $142.58万 加仓
FLHY FRANKLIN TEMPLETON ETF TR $265.26万0.00%111,173 37,59351.1% $89.70万 加仓
BSCZ INVESCO EXCHANGE-TRADED $265.72万0.00%131,187 131,187— $265.72万 新建仓
— GOLDMAN SACHS ETF TR $266.06万0.00%69,731 7,48012.0% $28.54万 加仓
DIHP DIMENSIONAL ETF TR $266.78万0.00%85,140 13,04518.1% $40.88万 加仓
BMO BANK MONTREAL MEDIUM $267.00万0.00%20,247 7,20855.3% $95.05万 加仓
NBSD NEUBERGER BERMAN ETF TR $267.60万0.00%52,979 50,8372,373.3% $256.78万 加仓
SOLV SOLVENTUM CORP $267.81万0.00%42,609 33,716379.1% $211.91万 加仓
FTMS PUTNAM ETF TR $267.87万0.00%270,307 3,1541.2% $3.13万 加仓
FLTB FIDELITY MERRIMACK STREET $268.60万0.00%53,581 15,54240.9% $77.91万 加仓
AMCR AMCOR PLC $268.89万0.00%69,624 69,624— $268.89万 新建仓
— NEUBERGER BERMAN ETF TR $269.32万0.00%109,085 7,7587.7% $19.15万 加仓
ILTB ISHARES CORE 10 YEAR USD BOND $270.37万0.00%55,990 16,32641.2% $78.84万 加仓
MANH MANHATTAN ASSOCIATES INC $271.76万0.00%21,331 18,325609.6% $233.46万 加仓
CATH GLOBAL X S&P 500 CATHOLIC $273.06万0.00%35,816 16,50985.5% $125.87万 加仓
SPYD SPDR SER TR $273.27万0.00%60,808 13,22027.8% $59.41万 加仓
AVAV AEROVIRONMENT INC $273.49万0.00%14,829 6,30774.0% $116.32万 加仓
EEMV ISHARES INC $273.93万0.00%43,237 10,80433.3% $68.45万 加仓
RY ROYAL BK CDA $274.33万0.00%17,328 6,36958.1% $100.83万 加仓
IONQ IONQ INC $275.76万0.00%100,239 24,02831.5% $66.10万 加仓
FHLC FIDELITY COVINGTON TRUST $276.96万0.00%40,414 8,39426.2% $57.52万 加仓
SYF SYNCHRONY FINANCIAL $277.77万0.00%42,453 6,31817.5% $41.34万 加仓
QXO QXO INC $279.58万0.00%147,460 116,909382.7% $221.66万 加仓
MLN VANECK ETF TR $282.09万0.00%163,058 45,02038.1% $77.88万 加仓
SDIV GLOBAL X FDS $284.07万0.00%116,090 30,71636.0% $75.16万 加仓