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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $6,488.22万 | 0.03% | 2,229,791 | 835,543 | 59.9% | $2,431.25万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $6,488.42万 | 0.03% | 483,233 | 395,026 | 447.8% | $5,304.06万 | 加仓 |
| ALL | ALLSTATE CORP | $6,507.68万 | 0.03% | 319,491 | 124,668 | 64.0% | $2,539.35万 | 加仓 |
| VRT | VERTIV HLDGS LLC | $6,513.40万 | 0.03% | 259,427 | 82,141 | 46.3% | $2,062.30万 | 加仓 |
| CSX | CSX CORP | $6,533.79万 | 0.03% | 1,635,351 | 611,764 | 59.8% | $2,444.21万 | 加仓 |
| INTU | INTUIT | $6,547.66万 | 0.03% | 157,218 | 127,319 | 425.8% | $5,302.46万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $6,562.07万 | 0.03% | 1,940,293 | 432,793 | 28.7% | $1,463.71万 | 加仓 |
| SNPS | SYNOPSYS INC | $6,678.66万 | 0.03% | 175,329 | 149,518 | 579.3% | $5,695.46万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX FDS | $6,699.79万 | 0.03% | 497,680 | 199,468 | 66.9% | $2,685.25万 | 加仓 |
| WWD | WOODWARD INC | $6,701.81万 | 0.03% | 190,839 | 160,703 | 533.3% | $5,643.51万 | 加仓 |
| CPRT | COPART INC | $6,767.52万 | 0.03% | 2,086,774 | 2,000,546 | 2,320.1% | $6,487.87万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $6,767.80万 | 0.03% | 1,958,841 | 324,101 | 19.8% | $1,119.77万 | 加仓 |
| JBND | J P MORGAN EXCHANGE-TRADED FD | $6,785.74万 | 0.03% | 1,272,168 | 436,480 | 52.2% | $2,328.18万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $6,806.73万 | 0.03% | 2,106,721 | 444,964 | 26.8% | $1,437.66万 | 加仓 |
| SHEL | SHELL PLC | $6,806.91万 | 0.03% | 738,442 | 518,778 | 236.2% | $4,782.06万 | 加仓 |
| WAT | WATERS CORP | $6,847.37万 | 0.03% | 236,792 | 236,358 | 54,460.4% | $6,834.82万 | 加仓 |
| BP | BP PLC SPONSORED ADR | $6,862.92万 | 0.03% | 1,470,184 | 1,317,874 | 865.3% | $6,151.92万 | 加仓 |
| AOS | A O SMITH CORP | $6,871.73万 | 0.03% | 1,066,701 | 1,059,678 | 15,088.7% | $6,826.49万 | 加仓 |
| URI | UNITED RENTALS INC | $6,896.92万 | 0.03% | 93,926 | 89,274 | 1,919.0% | $6,555.32万 | 加仓 |
| WMB | WILLIAMS COMPANIES INC | $7,003.51万 | 0.03% | 951,835 | 849,623 | 831.2% | $6,251.45万 | 加仓 |
| MC | MOELIS & CO | $7,005.07万 | 0.03% | 1,290,540 | 1,288,222 | 55,574.7% | $6,992.49万 | 加仓 |
| SDY | SPDR SER TR | $7,025.52万 | 0.03% | 486,196 | 29,084 | 6.4% | $420.26万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE-TRADED FD | $7,080.56万 | 0.03% | 1,419,775 | 664,233 | 87.9% | $3,312.60万 | 加仓 |
| UL | UNILEVER PLC | $7,096.77万 | 0.03% | 1,195,386 | 1,126,402 | 1,632.8% | $6,687.23万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $7,132.69万 | 0.03% | 345,025 | 332,467 | 2,647.5% | $6,873.08万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $7,166.95万 | 0.03% | 2,528,019 | 1,472,880 | 139.6% | $4,175.62万 | 加仓 |
| DFEV | DIMENSIONAL ETF TR | $7,176.78万 | 0.03% | 2,055,202 | 432,344 | 26.6% | $1,509.75万 | 加仓 |
| FDL | FIRST TR MORNINGSTAR DIVID ETF | $7,181.21万 | 0.03% | 1,425,963 | 335,480 | 30.8% | $1,689.49万 | 加仓 |
| SMH | VANECK ETF TR | $7,240.25万 | 0.03% | 193,451 | 36,252 | 23.1% | $1,356.80万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $7,278.49万 | 0.03% | 1,602,978 | 555,641 | 53.1% | $2,522.95万 | 加仓 |
| WRB | BERKLEY W R CORP | $7,427.78万 | 0.04% | 1,147,307 | 1,139,805 | 15,193.3% | $7,379.21万 | 加仓 |
| FDX | FEDEX CORP | $7,494.69万 | 0.04% | 217,829 | 182,511 | 516.8% | $6,279.52万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $7,504.03万 | 0.04% | 576,602 | 62,576 | 12.2% | $814.38万 | 加仓 |
| EFX | EQUIFAX INC | $7,530.70万 | 0.04% | 438,208 | 430,416 | 5,523.8% | $7,396.79万 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH | $7,539.14万 | 0.04% | 824,324 | 87,753 | 11.9% | $802.58万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $7,544.82万 | 0.04% | 2,975,051 | 874,762 | 41.6% | $2,218.42万 | 加仓 |
| SBUX | STARBUCKS CORP | $7,560.21万 | 0.04% | 867,643 | 353,823 | 68.9% | $3,083.04万 | 加仓 |
| SO | SOUTHERN CO | $7,568.40万 | 0.04% | 792,024 | 604,372 | 322.1% | $5,775.24万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS | $7,582.35万 | 0.04% | 395,443 | 373,954 | 1,740.2% | $7,170.32万 | 加仓 |
| MEDP | MEDPACE HOLDINGS INC | $7,589.08万 | 0.04% | 168,195 | 167,185 | 16,553.0% | $7,543.51万 | 加仓 |
| EMR | EMERSON ELECTRIC CO | $7,625.93万 | 0.04% | 606,704 | 162,207 | 36.5% | $2,038.85万 | 加仓 |
| IXUS | ISHARES TR | $7,665.78万 | 0.04% | 906,913 | 101,876 | 12.7% | $861.12万 | 加仓 |
| BINC | BLACKROCK ETF TR II | $7,751.57万 | 0.04% | 1,501,080 | 479,338 | 46.9% | $2,475.30万 | 加仓 |
| ECL | ECOLAB INC | $7,834.57万 | 0.04% | 299,727 | 249,578 | 497.7% | $6,523.72万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $7,893.47万 | 0.04% | 966,974 | 964,749 | 43,359.5% | $7,875.31万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $7,918.95万 | 0.04% | 193,030 | 183,450 | 1,914.9% | $7,525.93万 | 加仓 |
| MDLZ | MONDELEZ INTERNATIONAL INC | $7,996.89万 | 0.04% | 1,374,613 | 725,817 | 111.9% | $4,222.48万 | 加仓 |
| OKE | ONEOK INC NEW | $8,025.59万 | 0.04% | 857,201 | 224,887 | 35.6% | $2,105.52万 | 加仓 |
| XMMO | INVESCO EXCHANGE-TRADED FD TR | $8,029.25万 | 0.04% | 560,428 | 142,235 | 34.0% | $2,037.80万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $8,084.35万 | 0.04% | 274,930 | 270,415 | 5,989.3% | $7,951.59万 | 加仓 |
| QUAL | ISHARES TR | $8,108.20万 | 0.04% | 432,898 | 75,575 | 21.2% | $1,415.52万 | 加仓 |
| AON | AON PLC | $8,125.07万 | 0.04% | 259,033 | 253,762 | 4,814.3% | $7,959.74万 | 加仓 |
| RSP | INVESCO EXCHANGE-TRADED FD TR | $8,178.26万 | 0.04% | 433,952 | 78,681 | 22.1% | $1,482.82万 | 加仓 |
| USB | US BANCORP | $8,186.41万 | 0.04% | 1,609,757 | 1,212,692 | 305.4% | $6,167.14万 | 加仓 |
| MAR | MARRIOTT INTERNATIONAL NEW A | $8,194.93万 | 0.04% | 258,051 | 244,894 | 1,861.3% | $7,777.11万 | 加仓 |
| SPYV | SPDR SER TR | $8,213.89万 | 0.04% | 1,477,537 | 516,509 | 53.7% | $2,871.37万 | 加仓 |
| CGCP | CAPITAL GROUP FIXED INCOME | $8,284.85万 | 0.04% | 3,726,877 | 934,106 | 33.4% | $2,076.52万 | 加仓 |
| SHOP | SHOPIFY INC | $8,383.70万 | 0.04% | 749,537 | 618,560 | 472.3% | $6,918.70万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $8,411.11万 | 0.04% | 3,356,239 | 825,948 | 32.6% | $2,069.92万 | 加仓 |
| CDW | CDW CORP | $8,421.05万 | 0.04% | 712,620 | 710,622 | 35,566.7% | $8,397.44万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $8,454.34万 | 0.04% | 671,476 | 538,818 | 406.2% | $6,784.08万 | 加仓 |
| CGIE | CAPITAL GROUP INTL EQUITY ETF | $8,496.26万 | 0.04% | 2,606,906 | 896,212 | 52.4% | $2,920.88万 | 加仓 |
| PLD | PROLOGIS INC | $8,503.01万 | 0.04% | 659,362 | 500,045 | 313.9% | $6,448.49万 | 加仓 |
| BX | BLACKSTONE INC | $8,507.52万 | 0.04% | 787,162 | 643,249 | 447.0% | $6,952.13万 | 加仓 |
| ISTB | ISHARES TRUST CORE 1-5 YEAR | $8,509.24万 | 0.04% | 1,762,477 | 331,963 | 23.2% | $1,602.72万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $8,532.45万 | 0.04% | 305,751 | 210,548 | 221.2% | $5,875.66万 | 加仓 |
| CI | THE CIGNA GROUP | $8,560.38万 | 0.04% | 326,757 | 268,368 | 459.6% | $7,030.71万 | 加仓 |
| DON | WISDOMTREE US MIDCAP DIVIDEND | $8,577.27万 | 0.04% | 1,658,884 | 311,645 | 23.1% | $1,611.36万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $8,785.48万 | 0.04% | 202,860 | 194,865 | 2,437.3% | $8,439.23万 | 加仓 |
| SPYG | SPDR SER TR | $8,819.44万 | 0.04% | 930,138 | 339,207 | 57.4% | $3,216.31万 | 加仓 |
| NKE | NIKE INC CL B | $8,862.86万 | 0.04% | 1,723,016 | 1,012,310 | 142.4% | $5,207.13万 | 加仓 |
| HLN | HALEON PLC | $8,904.85万 | 0.04% | 9,086,528 | 8,730,841 | 2,454.6% | $8,556.27万 | 加仓 |
| O | REALTY INCOME CORP | $8,943.21万 | 0.04% | 1,473,505 | 203,316 | 16.0% | $1,234.00万 | 加仓 |
| HIMU | BLACKROCK ETF TR II | $8,980.21万 | 0.04% | 1,883,945 | 532,139 | 39.4% | $2,536.55万 | 加仓 |
| SONY | SONY GROUP CORP | $9,129.95万 | 0.04% | 4,585,565 | 4,500,336 | 5,280.3% | $8,960.26万 | 加仓 |
| IGIB | ISHARES 5-10 YR INVESTMENT | $9,141.95万 | 0.04% | 1,736,033 | 392,181 | 29.2% | $2,065.22万 | 加仓 |
| CSL | CARLISLE COS INC | $9,188.82万 | 0.04% | 282,228 | 281,264 | 29,176.8% | $9,157.44万 | 加仓 |
| MCO | MOODYS CORP | $9,461.22万 | 0.05% | 222,694 | 209,168 | 1,546.4% | $8,886.56万 | 加仓 |
| MS | MORGAN STANLEY | $9,570.67万 | 0.05% | 604,069 | 544,738 | 918.1% | $8,630.65万 | 加仓 |
| TFC | TRUIST FINL CORP | $9,646.58万 | 0.05% | 2,165,765 | 370,254 | 20.6% | $1,649.16万 | 加仓 |
| LH | LABCORP HLDGS INC | $9,681.30万 | 0.05% | 366,437 | 360,032 | 5,621.1% | $9,512.08万 | 加仓 |
| D | DOMINION ENERGY INC | $9,749.05万 | 0.05% | 1,601,283 | 1,453,280 | 981.9% | $8,847.96万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $9,752.78万 | 0.05% | 4,776,074 | 4,743,242 | 14,447.0% | $9,685.74万 | 加仓 |
| SPGI | S&P GLOBAL INC | $9,787.67万 | 0.05% | 240,097 | 168,533 | 235.5% | $6,870.33万 | 加仓 |
| XMHQ | INVESCO EXCHANGE-TRADED FD TR | $9,831.11万 | 0.05% | 976,956 | 164,477 | 20.2% | $1,655.13万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE TERM | $9,834.06万 | 0.05% | 1,200,415 | 396,935 | 49.4% | $3,251.78万 | 加仓 |
| DIS | DISNEY WALT CO | $9,839.51万 | 0.05% | 1,063,063 | 576,372 | 118.4% | $5,334.79万 | 加仓 |
| CVS | CVS HEALTH CORP | $9,869.74万 | 0.05% | 1,408,262 | 1,067,420 | 313.2% | $7,480.96万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $9,957.47万 | 0.05% | 420,969 | 162,706 | 63.0% | $3,848.60万 | 加仓 |
| WELL | WELLTOWER INC REIT | $9,968.31万 | 0.05% | 509,139 | 378,068 | 288.4% | $7,402.10万 | 加仓 |
| ING | ING GROEP N.V. | $1.00亿 | 0.05% | 4,050,874 | 3,969,872 | 4,901.0% | $9,841.69万 | 加仓 |
| MCK | MCKESSON CORP | $1.01亿 | 0.05% | 116,962 | 96,993 | 485.7% | $8,343.16万 | 加仓 |
| QCOM | QUALCOMM INC | $1.01亿 | 0.05% | 792,151 | 581,785 | 276.6% | $7,395.53万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1.01亿 | 0.05% | 344,554 | 244,370 | 243.9% | $7,144.23万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1.01亿 | 0.05% | 530,391 | 434,632 | 453.9% | $8,274.00万 | 加仓 |
| ORCL | ORACLE CORP | $1.03亿 | 0.05% | 734,691 | 383,825 | 109.4% | $5,372.68万 | 加仓 |
| USMV | ISHARES TR | $1.06亿 | 0.05% | 1,159,498 | 150,723 | 14.9% | $1,373.47万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.06亿 | 0.05% | 1,531,937 | 1,487,392 | 3,339.1% | $1.03亿 | 加仓 |
| HDB | HDFC BANK LTD | $1.07亿 | 0.05% | 4,403,860 | 4,385,716 | 24,171.7% | $1.07亿 | 加仓 |
| CGMU | CAPITAL GROUP FXD INCOME | $1.07亿 | 0.05% | 3,950,778 | 1,704,591 | 75.9% | $4,629.64万 | 加仓 |