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
IGV ISHARES EXPANDED TECH SOFTWARE $1,117.32万0.01%145,314 78,545117.6% $603.93万 加仓
TECK TECK RESOURCES LTD $1,117.71万0.01%230,251 218,8171,913.7% $1,062.20万 加仓
FBCG FIDELITY COVINGTON TR $1,118.88万0.01%230,983 57,46133.1% $278.34万 加仓
MKL MARKEL GROUP INC $1,119.29万0.01%5,994 5,386885.9% $1,005.75万 加仓
ARMK ARAMARK $1,120.03万0.01%281,130 280,31334,310.0% $1,116.77万 加仓
ANGL VANECK ETF TR $1,120.44万0.01%394,383 21,4785.8% $61.02万 加仓
EHC ENCOMPASS HEALTH CORP $1,125.24万0.01%115,327 114,32911,455.8% $1,115.50万 加仓
WAB WABTEC CORP $1,126.36万0.01%46,711 43,7791,493.1% $1,055.66万 加仓
APO APOLLO GLOBAL MGMT INC $1,126.72万0.01%103,917 87,677539.9% $950.64万 加仓
FMB FIRST TRUST MANAGED MUNICIPAL $1,129.60万0.01%223,781 44,82325.0% $226.26万 加仓
VEEV VEEVA SYSTEMS INC $1,131.27万0.01%65,547 52,153389.4% $900.11万 加仓
FNF FIDELITY NATL FINL INC $1,134.70万0.01%248,400 244,4626,207.8% $1,116.71万 加仓
VTR VENTAS INC $1,137.20万0.01%138,836 38,85638.9% $318.27万 加仓
FPE FIRST TRUST PREFERRED $1,141.83万0.01%650,615 108,67020.1% $190.72万 加仓
WDFC WD 40 CO $1,146.86万0.01%56,996 56,3348,509.7% $1,133.54万 加仓
FMX FOMENTO ECONOMICO MEXICANO SA $1,148.49万0.01%106,766 106,50240,341.7% $1,145.65万 加仓
VSGX VANGUARD WORLD FD $1,159.78万0.01%167,332 28,36920.4% $196.63万 加仓
ARGX ARGENX SE $1,162.20万0.01%16,809 16,2532,923.2% $1,123.76万 加仓
PFF ISHARES S&P US PFD STOCK INDEX $1,162.86万0.01%385,564 -54,877-12.5% -$165.51万 减仓
NSC NORFOLK SOUTHERN CORP $1,163.37万0.01%40,970 11,16237.4% $316.95万 加仓
CG CARLYLE GROUP INC $1,170.34万0.01%256,250 246,8572,628.1% $1,127.44万 加仓
IYF ISHARES DOW JONES US $1,179.32万0.01%103,468 11,55812.6% $131.74万 加仓
PRF INVESCO EXCHANGE-TRADED FD TR $1,185.42万0.01%254,055 36,40716.7% $169.88万 加仓
TRFK PACER FDS TR $1,187.31万0.01%195,441 135,661226.9% $824.14万 加仓
CNP CENTERPOINT ENERGY INC $1,199.54万0.01%283,039 247,744701.9% $1,049.96万 加仓
GSK GSK PLC $1,201.30万0.01%223,097 70,72546.4% $380.83万 加仓
OMC OMNICOM GROUP INC $1,201.41万0.01%162,709 55,46651.7% $409.55万 加仓
TSPA T ROWE PRICE EXCHANGE-TRADED $1,205.22万0.01%302,212 71,39730.9% $284.73万 加仓
AXON AXON ENTERPRISE INC $1,207.29万0.01%28,080 9,66352.5% $415.46万 加仓
BSCS INVESCO EXCH TRD SLF IDX FD $1,207.30万0.01%593,404 132,08228.6% $268.73万 加仓
HBAN HUNTINGTON BANCSHARES INC $1,209.31万0.01%801,880 707,879753.1% $1,067.55万 加仓
YUM YUM BRANDS INC $1,214.91万0.01%78,894 58,133280.0% $895.21万 加仓
— DUPONT DE NEMOURS INC $1,224.41万0.01%270,447 165,397157.4% $748.81万 加仓
SOFI SOFI TECHNOLOGIES INC $1,224.82万0.01%804,217 232,01040.5% $353.35万 加仓
BABA ALIBABA GROUP HOLDING LIMITED $1,226.10万0.01%99,883 44,85081.5% $550.55万 加仓
VPLS VANGUARD MALVERN FDS $1,228.01万0.01%159,745 61,38862.4% $471.91万 加仓
FNDX SCHWAB STRATEGIC SCHWAB $1,228.55万0.01%448,705 68,80518.1% $188.39万 加仓
CNC CENTENE CORP DEL $1,228.64万0.01%383,947 347,137943.1% $1,110.85万 加仓
KVUE KENVUE INC $1,230.96万0.01%702,697 -310-0.0% -$5,430 减仓
AEIS ADVANCED ENERGY INDS INC $1,232.94万0.01%39,675 39,2719,720.5% $1,220.39万 加仓
BRKR BRUKER BIOSCIENCES CORP $1,233.43万0.01%365,786 364,44227,116.2% $1,228.90万 加仓
SLYV SPDR SER TR $1,236.80万0.01%132,901 22,75520.7% $211.76万 加仓
FFIN FIRST FINL BANKSHARES INC $1,241.85万0.01%428,369 400,1321,417.0% $1,159.99万 加仓
MSI MOTOROLA SOLUTIONS INC $1,243.50万0.01%28,377 9,31448.9% $408.15万 加仓
XLP SELECT SECTOR SPDR TR $1,248.87万0.01%152,708 19,89815.0% $162.73万 加仓
FIX COMFORT SYS USA INC $1,252.67万0.01%9,165 6,393230.6% $873.79万 加仓
HTAB HARTFORD FDS EXCHANGE TRADED $1,259.87万0.01%665,539 104,58718.6% $197.98万 加仓
LNT ALLIANT ENERGY CORP $1,261.80万0.01%178,772 71,72067.0% $506.21万 加仓
MDB MONGODB INC $1,273.39万0.01%54,069 50,7601,534.0% $1,195.46万 加仓
RODM HARTFORD MULTIFACTOR DEVELOPED $1,274.68万0.01%332,293 77,05230.2% $295.57万 加仓
LSTR LANDSTAR SYS INC $1,274.93万0.01%81,454 80,1486,136.9% $1,254.49万 加仓
DOV DOVER CORP $1,278.28万0.01%61,864 41,166198.9% $850.60万 加仓
PFGC PERFORMANCE FOOD GROUP CO $1,279.56万0.01%154,142 152,3838,663.0% $1,264.96万 加仓
VFLO VICTORY PORTFOLIOS II $1,279.87万0.01%330,290 182,802123.9% $708.36万 加仓
STZ CONSTELLATION BRANDS INC $1,297.17万0.01%85,692 54,541175.1% $825.62万 加仓
IBN ICICI BANK LIMITED $1,298.26万0.01%513,127 507,1778,524.0% $1,283.20万 加仓
COHR COHERENT CORP $1,299.58万0.01%53,472 48,8621,059.9% $1,187.53万 加仓
DFUS DIMENSIONAL ETF TR $1,311.81万0.01%189,595 9,2205.1% $63.79万 加仓
JMTG J P MORGAN EXCHANGE-TRADED FD $1,314.94万0.01%260,303 32,62514.3% $164.81万 加仓
MGV VANGUARD $1,316.13万0.01%92,199 13,56617.3% $193.65万 加仓
IP INTERNATIONAL PAPER CO $1,316.66万0.01%371,410 337,617999.1% $1,196.86万 加仓
POOL POOL CORP $1,318.04万0.01%66,319 65,0945,313.8% $1,293.69万 加仓
EFAA INVESCO ACTIVELY MANAGED $1,318.06万0.01%257,133 84,35848.8% $432.42万 加仓
CLOI VANECK ETF TR $1,320.49万0.01%250,900 81,74448.3% $430.22万 加仓
PSA PUBLIC STORAGE INC $1,332.85万0.01%50,099 7,81618.5% $207.94万 加仓
FRDM ALPHA ARCHITECT ETF TR $1,333.88万0.01%249,464 112,97282.8% $604.06万 加仓
JPLD J P MORGAN EXCHANGE-TRADED FD $1,337.50万0.01%256,575 121,75190.3% $634.68万 加仓
CGHM CAPITAL GROUP FIXEDD INCOME $1,343.15万0.01%531,730 299,916129.4% $757.59万 加仓
HOOD ROBINHOOD MKTS INC $1,345.70万0.01%203,832 120,255143.9% $793.92万 加仓
IXN ISHARES S&P GLOBAL TECHNOLOGY $1,345.89万0.01%138,103 11,7289.3% $114.30万 加仓
GTY GETTY RLTY CORP NEW $1,349.87万0.01%425,156 422,71417,310.2% $1,342.12万 加仓
HLMN HILLMAN SOLUTIONS CORP $1,352.14万0.01%1,654,995 1,651,17343,201.8% $1,349.02万 加仓
Q QNITY ELECTRONICS INC $1,353.78万0.01%121,074 81,676207.3% $913.25万 加仓
CSW CSW INDUSTRIALS INC $1,359.53万0.01%51,515 51,44068,586.7% $1,357.55万 加仓
PAVE GLOBAL X FDS $1,364.72万0.01%274,142 66,66032.1% $331.84万 加仓
STAG STAG INDL INC $1,374.16万0.01%380,759 368,6443,042.9% $1,330.44万 加仓
HEFA ISHARES CURRENCY HEDGED MSCI $1,375.43万0.01%333,680 81,24332.2% $334.88万 加仓
MUNI PIMCO INTERMEDIATE MUNICIPAL $1,376.60万0.01%264,783 99,78860.5% $518.80万 加仓
EBAY EBAY INC $1,378.99万0.01%156,714 140,322856.0% $1,234.75万 加仓
BUD ANHEUSER BUSCH INBEV SA NV $1,397.17万0.01%206,756 155,384302.5% $1,050.02万 加仓
XEL XCEL ENERGY INC $1,401.46万0.01%179,402 141,425372.4% $1,104.79万 加仓
SPGP INVESCO EXCHANGE-TRADED FD TR $1,407.44万0.01%134,125 3,9263.0% $41.20万 加仓
FUL FULLER H B CO $1,410.46万0.01%238,370 237,76439,235.0% $1,406.87万 加仓
EL ESTEE LAUDER COMPANIES INC CL $1,411.23万0.01%209,800 20,41610.8% $137.33万 加仓
CHKP CHECK POINT SOFTWARE TECH LT $1,416.83万0.01%101,804 10,99712.1% $153.05万 加仓
IEF ISHARES BARCLAYS 7-10 YEAR $1,420.19万0.01%150,126 21,39816.6% $202.43万 加仓
MDLN MEDLINE INC $1,428.53万0.01%345,382 341,6139,063.8% $1,412.94万 加仓
SE SEA LIMITED $1,435.94万0.01%181,325 162,197848.0% $1,284.47万 加仓
WTW WILLIS TOWERS WATSON PLC LTD $1,449.48万0.01%51,366 48,4571,665.8% $1,367.40万 加仓
AEE AMEREN CORP $1,453.24万0.01%133,600 50,76461.3% $552.19万 加仓
JHML JOHN HANCOCK MULTIFACTOR LARGE $1,457.08万0.01%190,487 19,71111.5% $150.77万 加仓
MINT PIMCO ENHANCED SHORT MATURITY $1,457.81万0.01%144,998 23,49119.3% $236.18万 加仓
AZO AUTOZONE INC $1,459.52万0.01%4,400 2,908194.9% $964.61万 加仓
MGC VANGUARD MEGA CAP ETF $1,465.25万0.01%63,687 5,6839.8% $130.75万 加仓
CDP COPT DEFENSE PROPERTIES $1,474.15万0.01%481,591 480,85164,979.9% $1,471.88万 加仓
PBH PRESTIGE CONSUMER HEALTHCARE $1,481.39万0.01%250,151 249,16325,218.9% $1,475.54万 加仓
FLQL FRANKLIN TEMPLETON ETF TR $1,482.96万0.01%224,832 39,37121.2% $259.69万 加仓
PTRB PGIM TOTAL RETURN BD ETF $1,487.41万0.01%359,625 63,09821.3% $260.97万 加仓
NET CLOUDFLARE INC $1,492.63万0.01%73,521 56,461331.0% $1,146.28万 加仓
DBEF DBX X-TRACKERS MSCI EAFE $1,499.96万0.01%312,753 34,31012.3% $164.55万 加仓