13F 机构持仓

JONES FINANCIAL COMPANIES LLLP

DES PERES MO · SEC CIK 0000815917

2026Q22026Q1 更早 9 个季度 🔒
$2,498.37亿2026Q2 申报市值
4,961持仓数
46.9%前十大占比 · 第一大 7.3%
461 / 268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 7.3%
SPYM 5.8%
IVV 5.7%
VOO 5.0%
AGG 4.4%
IWR 4.4%
IEFA 4.3%
VTV 3.9%
VO 3.5%
VV 2.6%

2026Q2 买入最多 按季末市值估算

SPYM 加仓+$50.72亿
VOO 加仓+$9.69亿
IWR 加仓+$7.33亿
NVDA 加仓+$5.95亿
IEFA 加仓+$4.81亿

2026Q2 卖出最多 按季末市值估算

AGG 减仓-$21.87亿
VTV 减仓-$14.73亿
VUG 减仓-$13.46亿
IWB 减仓-$7.00亿
VTWO 减仓-$1.50亿

2026Q2 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
LH LABCORP HLDGS INC $1.09亿0.04%401,964 35,5279.7% $964.47万 加仓
MC MOELIS & CO $1.10亿0.04%1,709,578 419,03832.5% $2,701.96万 加仓
HDB HDFC BANK LTD $1.11亿0.04%4,305,287 -98,573-2.2% -$253.73万 减仓
SPMO INVESCO EXCHANGE-TRADED FD TR $1.11亿0.04%721,878 260,13756.3% $4,011.31万 加仓
PLD PROLOGIS INC $1.12亿0.04%798,570 139,20821.1% $1,947.60万 加仓
PFE PFIZER INC $1.13亿0.05%4,638,683 117,3402.6% $285.00万 加仓
CRM SALESFORCE INC $1.13亿0.05%714,973 -200,099-21.9% -$3,167.26万 减仓
MAR MARRIOTT INTERNATIONAL NEW A $1.13亿0.05%300,075 42,02416.3% $1,585.44万 加仓
CRWD CROWDSTRIKE HLDGS INC $1.13亿0.05%161,547 29,88522.7% $2,097.24万 加仓
SYK STRYKER CORP $1.14亿0.05%344,130 207,460151.8% $6,900.07万 加仓
E ENI SPA $1.15亿0.05%2,486,735 -147,450-5.6% -$679.46万 减仓
URI UNITED RENTALS INC $1.15亿0.05%102,287 8,3618.9% $937.83万 加仓
BRO BROWN & BROWN INC $1.15亿0.05%1,795,003 86,8675.1% $557.86万 加仓
SPGI S&P GLOBAL INC $1.17亿0.05%285,845 45,74819.1% $1,866.98万 加仓
PCAR PACCAR INC $1.18亿0.05%973,874 -85,073-8.0% -$1,026.66万 减仓
TFC TRUIST FINL CORP $1.18亿0.05%2,329,997 164,2327.6% $829.14万 加仓
VCIT VANGUARD INTERMEDIATE TERM $1.19亿0.05%1,436,086 235,67119.6% $1,953.94万 加仓
SCHC SCHWAB INTERNATIONAL $1.20亿0.05%2,512,185 909,20756.7% $4,343.27万 加仓
ABT ABBOTT LABORATORIES $1.20亿0.05%1,283,565 -217,644-14.5% -$2,041.22万 减仓
DFEV DIMENSIONAL ETF TRUST $1.21亿0.05%2,878,443 823,24140.1% $3,448.56万 加仓
WM WASTE MGMT INC DEL $1.21亿0.05%534,667 -77,382-12.6% -$1,745.14万 减仓
USMV ISHARES TRUST $1.21亿0.05%1,257,338 97,8408.4% $939.18万 加仓
XMHQ INVESCO EXCHANGE-TRADED FD TR $1.21亿0.05%1,083,543 106,58710.9% $1,188.98万 加仓
PH PARKER-HANNIFIN CORP $1.23亿0.05%126,804 4,2603.5% $412.78万 加仓
CSL CARLISLE COMPANIES $1.23亿0.05%317,372 35,14412.5% $1,364.90万 加仓
AON AON PLC $1.23亿0.05%375,514 116,48145.0% $3,828.65万 加仓
GLD SPDR GOLD TR $1.24亿0.05%331,280 29,3509.7% $1,096.57万 加仓
XLK SECTOR SPDR TRUST SS TCHNOLGY $1.24亿0.05%682,647 106,04518.4% $1,930.96万 加仓
ICE INTERCONTINENTAL EXCHANGE INC $1.26亿0.05%1,016,389 -628,567-38.2% -$7,785.37万 减仓
USB US BANCORP $1.26亿0.05%2,068,489 458,73228.5% $2,794.07万 加仓
WELL WELLTOWER INC $1.27亿0.05%557,265 48,1269.5% $1,094.03万 加仓
SOXX ISHARES SEMICONDUCTOR ETF $1.27亿0.05%215,914 33,13518.1% $1,954.76万 加仓
VZ VERIZON COMMUNICATIONS $1.28亿0.05%2,758,725 226,4398.9% $1,053.23万 加仓
LMT LOCKHEED MARTIN CORP $1.30亿0.05%255,966 6,3132.5% $320.44万 加仓
QCOM QUALCOMM INC $1.30亿0.05%687,070 -105,081-13.3% -$1,989.86万 减仓
SCHX SCHWAB US LARGE CAP $1.30亿0.05%4,524,404 1,168,16534.8% $3,367.64万 加仓
COWZ PACER US CASH COWS 100 $1.32亿0.05%2,102,044 251,27413.6% $1,583.53万 加仓
TD TORONTO DOMINION BK $1.34亿0.05%1,122,074 -199,589-15.1% -$2,387.51万 减仓
JPST J P MORGAN ULTRA-SHORT INCOME $1.35亿0.05%2,667,552 470,85921.4% $2,381.13万 加仓
NFLX NETFLIX INC. $1.35亿0.05%1,831,660 92,9875.3% $685.60万 加仓
BBVA BANCO BILBAO VIZCAYA $1.35亿0.05%5,545,925 769,85116.1% $1,876.13万 加仓
IBM IBM $1.35亿0.05%497,429 76,46018.2% $2,079.23万 加仓
DIS DISNEY WALT CO $1.36亿0.05%1,373,777 310,71429.2% $3,067.64万 加仓
TJX TJX COMPANIES INC NEW $1.36亿0.05%876,558 -110,343-11.2% -$1,708.74万 减仓
ORCL ORACLE CORP $1.37亿0.05%925,049 190,35825.9% $2,826.12万 加仓
CGIE CAPITAL GROUP INTL EQUITY ETF $1.37亿0.06%3,779,104 1,172,19845.0% $4,263.32万 加仓
XMMO INVESCO EXCHANGE-TRADED FD TR $1.40亿0.06%835,694 275,26649.1% $4,598.87万 加仓
ORLY O REILLY AUTOMOTIVE INC $1.40亿0.06%1,562,085 254,09719.4% $2,276.43万 加仓
WDC WESTERN DIGITAL CORP $1.40亿0.06%238,507 26,01912.2% $1,527.00万 加仓
MOAT VANECK ETF TR $1.40亿0.06%1,360,250 -18,323-1.3% -$188.95万 减仓
TDY TELEDYNE TECHNOLOGIES INC $1.41亿0.06%226,474 13,5576.4% $846.38万 加仓
INTC INTEL CORP $1.43亿0.06%1,114,835 108,84910.8% $1,397.35万 加仓
SCHW CHARLES SCHWAB CORP $1.43亿0.06%1,582,419 -120,275-7.1% -$1,090.62万 减仓
SPYV SPDR SERIES TRUST $1.44亿0.06%2,368,033 890,49660.3% $5,397.32万 加仓
IVE ISHARES S&P 500 VALUE $1.45亿0.06%641,496 55,7659.5% $1,263.25万 加仓
CBRE CBRE GROUP INC $1.46亿0.06%1,065,606 -31,832-2.9% -$437.37万 减仓
SMH VANECK ETF TR $1.47亿0.06%239,789 46,33824.0% $2,834.38万 加仓
LRCX LAM RESH CORP $1.47亿0.06%387,867 101,70335.5% $3,856.08万 加仓
HWM HOWMET AEROSPACE INC $1.49亿0.06%552,342 42,8278.4% $1,151.49万 加仓
ANET ARISTA NETWORKS INC $1.49亿0.06%943,743 -425,380-31.1% -$6,706.57万 减仓
CGMU CAPITAL GRP FIXED INCM ETF T $1.51亿0.06%5,493,642 1,542,86439.1% $4,242.76万 加仓
DIA STATE STR SPDR DOW JONES IND $1.51亿0.06%292,057 23,8708.9% $1,235.93万 加仓
BX BLACKSTONE INC $1.53亿0.06%1,321,572 534,41067.9% $6,167.18万 加仓
PLTR PALANTIR TECHNOLOGIES INC $1.54亿0.06%1,367,597 166,08713.8% $1,875.65万 加仓
JEPQ J P MORGAN EXCHANGE-TRADED FD $1.55亿0.06%2,605,719 452,00121.0% $2,685.79万 加仓
ING ING GROEP N V ADR $1.56亿0.06%5,077,640 1,026,76625.3% $3,160.43万 加仓
VXF VANGUARD EXTENDED MARKET $1.57亿0.06%650,983 -12,752-1.9% -$308.26万 减仓
RWL INVESCO EXCHANGE-TRADED FD TR $1.57亿0.06%1,231,922 243,37824.6% $3,110.86万 加仓
JMUB J P MORGAN EXCHANGE-TRADED FD $1.58亿0.06%3,124,556 1,704,781120.1% $8,629.64万 加仓
SCHD SCHWAB STRATEGIC TRUST US $1.58亿0.06%4,932,758 1,077,76228.0% $3,458.42万 加仓
NXPI NXP SEMICONDUCTORS $1.58亿0.06%571,902 176,45944.6% $4,889.96万 加仓
HIMU BLACKROCK ETF TR II $1.59亿0.06%3,191,614 1,307,66969.4% $6,498.80万 加仓
MFG MIZUHO FINL GROUP INC $1.63亿0.07%16,833,587 1,447,7459.4% $1,405.75万 加仓
BSV VANGUARD SHORT TERM BD ETF $1.64亿0.07%2,101,516 268,76114.7% $2,097.10万 加仓
PGR PROGRESSIVE CORPORATION $1.65亿0.07%734,298 6,1230.8% $137.35万 加仓
AXP AMERICAN EXPRESS CO $1.65亿0.07%484,003 139,44940.5% $4,746.12万 加仓
DHR DANAHER CORP DEL $1.65亿0.07%843,981 144,45020.6% $2,830.61万 加仓
ENB ENBRIDGE INC $1.66亿0.07%2,946,871 250,2369.3% $1,406.97万 加仓
MS MORGAN STANLEY $1.69亿0.07%794,874 190,80531.6% $4,045.30万 加仓
VIGI VANGUARD INTERNATIONAL $1.71亿0.07%1,840,928 209,26512.8% $1,945.98万 加仓
PEP PEPSICO INC $1.72亿0.07%1,217,374 -37,266-3.0% -$525.45万 减仓
BA BOEING CO $1.72亿0.07%793,305 2,6320.3% $57.18万 加仓
NOW SERVICENOW INC $1.72亿0.07%1,752,152 -104,133-5.6% -$1,024.59万 减仓
GS GOLDMAN SACHS GROUP INC $1.74亿0.07%170,305 10,6626.7% $1,087.02万 加仓
MPC MARATHON PETE CORP $1.75亿0.07%687,912 66,14710.6% $1,681.22万 加仓
HDV ISHARES TRUST HIGH DIVIDEND $1.75亿0.07%6,282,053 1,049,86820.1% $2,923.60万 加仓
RIO RIO TINTO PLC ADR $1.75亿0.07%1,867,120 141,3198.2% $1,324.73万 加仓
NEE NEXTERA ENERGY INC $1.78亿0.07%2,009,730 417,77026.2% $3,697.45万 加仓
UNP UNION PACIFIC CORP $1.78亿0.07%663,055 78,21713.4% $2,099.68万 加仓
TXN TEXAS INSTRUMENTS INC $1.79亿0.07%627,131 96,74018.2% $2,762.19万 加仓
AME AMETEK INCORPORATED NEW $1.79亿0.07%753,450 -41,972-5.3% -$997.96万 减仓
SPYG SPDR SERIES TRUST $1.81亿0.07%1,573,727 643,58969.2% $7,383.06万 加仓
JHMM JOHN HANCOCK EXCHANGE TRADED $1.82亿0.07%2,457,335 437,98421.7% $3,248.97万 加仓
MDT MEDTRONIC PLC $1.83亿0.07%2,270,401 -967,019-29.9% -$7,815.41万 减仓
BCS BARCLAYS PLC ADR $1.87亿0.07%6,994,045 -1,896,140-21.3% -$5,066.51万 减仓
CVS CVS HEALTH CORP $1.87亿0.07%1,791,866 383,60427.2% $4,002.45万 加仓
PM PHILIP MORRIS INTL INC $1.87亿0.07%1,036,386 193,58923.0% $3,499.56万 加仓
DFIV DIMENSIONAL ETF TRUST $1.88亿0.08%3,479,895 832,29131.4% $4,484.53万 加仓
NGG NATIONAL GRID PLC $1.89亿0.08%2,272,626 115,0045.3% $954.65万 加仓
COP CONOCOPHILLIPS $1.92亿0.08%1,812,825 45,9852.6% $487.01万 加仓