JONES FINANCIAL COMPANIES LLLP
DES PERES MO · SEC CIK 0000815917
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| FFOG | FRANKLIN TEMPLETON ETF TR | $477.61万 | 0.00% | 120,336 | 45,037 | 59.8% | $178.75万 | 加仓 |
| IBDR | ISHARES IBONDS DECEMBER 2026 | $478.93万 | 0.00% | 197,661 | 43,169 | 27.9% | $104.60万 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD | $481.51万 | 0.00% | 61,168 | 4,443 | 7.8% | $34.98万 | 加仓 |
| FYC | FIRST TRUST EXCHANGE TRADED | $484.25万 | 0.00% | 51,188 | 21,665 | 73.4% | $204.96万 | 加仓 |
| XT | ISHARES FUTURES EXPONENTIAL | $486.66万 | 0.00% | 73,904 | 5,876 | 8.6% | $38.69万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $487.10万 | 0.00% | 48,871 | 9,963 | 25.6% | $99.30万 | 加仓 |
| EXC | EXELON CORP | $488.69万 | 0.00% | 101,115 | 60,735 | 150.4% | $293.53万 | 加仓 |
| CLS | CELESTICA INC | $489.38万 | 0.00% | 17,464 | 6,939 | 65.9% | $194.44万 | 加仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA | $489.40万 | 0.00% | 37,922 | 4,653 | 14.0% | $60.05万 | 加仓 |
| GLOB | GLOBANT S A | $490.20万 | 0.00% | 110,108 | 81,607 | 286.3% | $363.31万 | 加仓 |
| RACE | FERRARI N V | $492.25万 | 0.00% | 15,508 | 10,301 | 197.8% | $326.97万 | 加仓 |
| USRT | ISHARES | $494.90万 | 0.00% | 85,121 | 16,734 | 24.5% | $97.29万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $495.76万 | 0.00% | 131,288 | 129,768 | 8,537.4% | $490.02万 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $497.70万 | 0.00% | 361,414 | 357,771 | 9,820.8% | $492.68万 | 加仓 |
| — | FIDELITY COVINGTON TR | $499.00万 | 0.00% | 162,014 | 28,123 | 21.0% | $86.62万 | 加仓 |
| NSP | INSPERITY INC | $500.26万 | 0.00% | 188,847 | 188,113 | 25,628.5% | $498.31万 | 加仓 |
| GRPM | INVESCO EXCHANGE-TRADED FD TR | $502.22万 | 0.00% | 43,220 | -11,662 | -21.2% | -$135.51万 | 减仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD | $502.24万 | 0.00% | 119,894 | 19,434 | 19.3% | $81.41万 | 加仓 |
| MMM | 3M CO | $503.25万 | 0.00% | 35,166 | 27,270 | 345.4% | $390.26万 | 加仓 |
| ECG | EVERUS CONSTR GROUP INC | $504.36万 | 0.00% | 42,990 | 4,057 | 10.4% | $47.60万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $507.65万 | 0.00% | 26,748 | 21,109 | 374.3% | $400.63万 | 加仓 |
| CMS | CMS ENERGY CORP | $508.50万 | 0.00% | 66,719 | 60,733 | 1,014.6% | $462.88万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE-TRADED FD | $510.07万 | 0.00% | 108,271 | 41,343 | 61.8% | $194.77万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $511.88万 | 0.00% | 22,668 | 14,193 | 167.5% | $320.50万 | 加仓 |
| NUSC | NUSHARES ETF TR | $512.37万 | 0.00% | 116,448 | 29,447 | 33.8% | $129.57万 | 加仓 |
| ITT | ITT INC | $513.75万 | 0.00% | 27,816 | 25,669 | 1,195.6% | $474.10万 | 加仓 |
| APPF | APPFOLIO INC | $513.82万 | 0.00% | 33,005 | 32,474 | 6,115.6% | $505.56万 | 加仓 |
| FN | FABRINET | $514.16万 | 0.00% | 9,315 | 7,925 | 570.1% | $437.44万 | 加仓 |
| MTSI | M/A COM TECHNOLOGY SOLUTIONS | $514.62万 | 0.00% | 22,828 | 22,146 | 3,247.2% | $499.25万 | 加仓 |
| MBB | ISHARES TRUST BARCLAYS MBS BD | $515.79万 | 0.00% | 54,658 | 9,345 | 20.6% | $88.19万 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $516.71万 | 0.00% | 149,037 | 97,694 | 190.3% | $338.71万 | 加仓 |
| IDU | ISHARES DOW JONES US UTILITIES | $519.60万 | 0.00% | 45,049 | 9,732 | 27.6% | $112.25万 | 加仓 |
| NTRA | NATERA INC | $521.64万 | 0.00% | 28,557 | 24,402 | 587.3% | $445.74万 | 加仓 |
| FE | FIRSTENERGY CORP | $522.12万 | 0.00% | 104,287 | 58,175 | 126.2% | $291.26万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $522.40万 | 0.00% | 52,448 | 45,046 | 608.6% | $448.68万 | 加仓 |
| OKLO | OKLO INC | $522.97万 | 0.00% | 104,115 | 18,768 | 22.0% | $94.27万 | 加仓 |
| CSGP | COSTAR GROUP INC | $526.45万 | 0.00% | 132,372 | 128,599 | 3,408.4% | $511.44万 | 加仓 |
| FICO | FAIR ISAAC CORP | $528.39万 | 0.00% | 5,226 | 4,259 | 440.4% | $430.62万 | 加仓 |
| — | PGIM ETF TR | $529.57万 | 0.00% | 56,149 | 7,897 | 16.4% | $74.48万 | 加仓 |
| FV | FIRST TRUST DORSEY WRIGHT | $530.95万 | 0.00% | 89,101 | 3,697 | 4.3% | $22.03万 | 加仓 |
| — | DIMENSIONAL ETF TR | $537.25万 | 0.00% | 149,466 | 41,198 | 38.1% | $148.08万 | 加仓 |
| PEY | INVESCO EXCHANGE-TRADED FD TR | $538.05万 | 0.00% | 255,608 | 4,346 | 1.7% | $9.15万 | 加仓 |
| SIZE | ISHARES MSCI USA SIZE FACTOR | $542.20万 | 0.00% | 34,750 | 7,941 | 29.6% | $123.90万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $546.85万 | 0.00% | 138,583 | 9,996 | 7.8% | $39.44万 | 加仓 |
| VNQ | VANGUARD INDEX REAL ESTATE | $547.71万 | 0.00% | 62,943 | 12,152 | 23.9% | $105.74万 | 加仓 |
| DISV | DIMENSIONAL ETF TR | $548.16万 | 0.00% | 143,071 | 36,780 | 34.6% | $140.92万 | 加仓 |
| PODD | INSULET CORP | $548.18万 | 0.00% | 26,327 | 24,135 | 1,101.0% | $502.54万 | 加仓 |
| MP | MP MATLS CORP | $551.25万 | 0.00% | 106,419 | 46,077 | 76.4% | $238.68万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $554.06万 | 0.00% | 62,086 | 61,148 | 6,519.0% | $545.68万 | 加仓 |
| WTV | WISDOMTREE TRUST | $556.34万 | 0.00% | 59,501 | 35,527 | 148.2% | $332.18万 | 加仓 |
| CNMD | CONMED CORP | $558.18万 | 0.00% | 161,416 | 161,383 | 489,039.4% | $558.07万 | 加仓 |
| FLOT | ISHARES TRUST FLOATING RATE | $560.97万 | 0.00% | 110,514 | 28,124 | 34.1% | $142.76万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $563.80万 | 0.00% | 71,056 | 58,505 | 466.1% | $464.22万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $563.86万 | 0.00% | 29,389 | 27,715 | 1,655.6% | $531.74万 | 加仓 |
| CR | CRANE COMPANY | $567.14万 | 0.00% | 34,534 | 33,172 | 2,435.5% | $544.77万 | 加仓 |
| CCJ | CAMECO CORP | $568.59万 | 0.00% | 54,714 | 15,132 | 38.2% | $157.25万 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $569.25万 | 0.00% | 23,119 | 9,238 | 66.6% | $227.46万 | 加仓 |
| VCR | VANGUARD CONSUMER | $569.50万 | 0.00% | 16,314 | 978 | 6.4% | $34.14万 | 加仓 |
| ZROZ | PIMCO EXCHANGE TRADED FUND 25 | $572.57万 | 0.00% | 90,611 | 7,112 | 8.5% | $44.94万 | 加仓 |
| NNN | NNN REIT INC | $574.77万 | 0.00% | 137,047 | 132,862 | 3,174.7% | $557.22万 | 加仓 |
| HPQ | HP INC | $576.52万 | 0.00% | 296,577 | -71,119 | -19.3% | -$138.25万 | 减仓 |
| CAE | CAE INC | $576.63万 | 0.00% | 222,983 | 149,775 | 204.6% | $387.32万 | 加仓 |
| HUBB | HUBBELL INC | $577.13万 | 0.00% | 11,999 | 9,885 | 467.6% | $475.45万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $580.79万 | 0.00% | 52,683 | 46,211 | 714.0% | $509.44万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $582.27万 | 0.00% | 308,961 | 293,869 | 1,947.2% | $553.83万 | 加仓 |
| BLV | VANGUARD LONG TERM BD ETF | $582.46万 | 0.00% | 85,934 | 1,889 | 2.2% | $12.80万 | 加仓 |
| — | ESPERION THERAPEUTICS INC | $585.19万 | 0.00% | 2,135,741 | 41,329 | 2.0% | $11.32万 | 加仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM | $586.17万 | 0.00% | 242,321 | 63,277 | 35.3% | $153.07万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $587.37万 | 0.00% | 13,977 | 8,854 | 172.8% | $372.08万 | 加仓 |
| IBDT | ISHARES TR | $587.46万 | 0.00% | 232,750 | 36,838 | 18.8% | $92.98万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $589.67万 | 0.00% | 90,274 | 33,574 | 59.2% | $219.30万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $590.20万 | 0.00% | 117,841 | 103,781 | 738.1% | $519.78万 | 加仓 |
| VTEC | VANGUARD CALIFORNIA | $590.39万 | 0.00% | 59,835 | 20,086 | 50.5% | $198.19万 | 加仓 |
| SIVR | ABERDEEN SILVER ETF TR | $590.57万 | 0.00% | 88,595 | 52 | 0.1% | $3,466 | 加仓 |
| NUE | NUCOR CORP | $592.30万 | 0.00% | 36,255 | 10,886 | 42.9% | $177.85万 | 加仓 |
| BMI | BADGER METER INC | $592.40万 | 0.00% | 40,628 | 35,970 | 772.2% | $524.48万 | 加仓 |
| QTEC | FIRST TR NASDAQ-100 TECHNOLOGY | $593.85万 | 0.00% | 28,335 | 5,507 | 24.1% | $115.42万 | 加仓 |
| SPMD | SPDR SER TR | $595.60万 | 0.00% | 102,761 | 21,695 | 26.8% | $125.74万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $595.90万 | 0.00% | 37,921 | 37,120 | 4,634.2% | $583.31万 | 加仓 |
| PAYX | PAYCHEX INC | $595.98万 | 0.00% | 64,998 | 45,141 | 227.3% | $413.90万 | 加仓 |
| IHDG | WISDOMTREE INTERNATIONAL | $596.69万 | 0.00% | 127,390 | 4,480 | 3.6% | $20.98万 | 加仓 |
| GLTR | ABERDEEN PRECIOUS METALS | $596.92万 | 0.00% | 28,701 | 10,668 | 59.2% | $221.87万 | 加仓 |
| SPTM | SPDR SER TR | $598.83万 | 0.00% | 77,472 | 6,918 | 9.8% | $53.47万 | 加仓 |
| INSM | INSMED INC | $601.71万 | 0.00% | 41,406 | 40,854 | 7,401.1% | $593.69万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $607.21万 | 0.00% | 48,693 | 18,418 | 60.8% | $229.67万 | 加仓 |
| QQEW | FIRST TR NASDAQ-100 EQUAL | $609.24万 | 0.00% | 49,398 | 4,580 | 10.2% | $56.49万 | 加仓 |
| DEO | DIAGEO PLC | $611.96万 | 0.00% | 82,611 | 48,468 | 142.0% | $359.04万 | 加仓 |
| GMED | GLOBUS MED INC | $612.01万 | 0.00% | 73,049 | 69,996 | 2,292.7% | $586.43万 | 加仓 |
| NU | NU HLDGS LTD | $613.82万 | 0.00% | 451,327 | 362,871 | 410.2% | $493.52万 | 加仓 |
| MAA | MID AMER APT CMNTYS INC | $615.04万 | 0.00% | 51,010 | 49,975 | 4,828.5% | $602.56万 | 加仓 |
| — | ALPS BARRONS 400 | $615.87万 | 0.00% | 75,404 | 31,579 | 72.1% | $257.92万 | 加仓 |
| CWST | CASELLA WASTE SYS INC CL A | $616.82万 | 0.00% | 82,276 | 79,513 | 2,877.8% | $596.11万 | 加仓 |
| PEN | PENUMBRA INC | $619.20万 | 0.00% | 18,478 | 17,878 | 2,979.7% | $599.09万 | 加仓 |
| EQIX | EQUINIX INC | $620.53万 | 0.00% | 6,439 | 2,922 | 83.1% | $281.60万 | 加仓 |
| LPLA | LPL FINANCIAL HOLDINGS INC | $621.21万 | 0.00% | 20,923 | 18,906 | 937.3% | $561.32万 | 加仓 |
| — | DIMENSIONAL ETF TR | $622.27万 | 0.00% | 163,713 | 73,767 | 82.0% | $280.39万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $623.55万 | 0.00% | 32,834 | 29,006 | 757.7% | $550.85万 | 加仓 |
| IOT | SAMSARA INC | $626.96万 | 0.00% | 210,641 | 207,474 | 6,551.1% | $617.53万 | 加仓 |
| CAVA | CAVA GROUP INC | $627.11万 | 0.00% | 83,149 | 64,225 | 339.4% | $484.38万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $631.71万 | 0.00% | 233,201 | 119,438 | 105.0% | $323.54万 | 加仓 |