JONES FINANCIAL COMPANIES LLLP
DES PERES MO · SEC CIK 0000815917
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE-TRADED FD | $1.93亿 | 0.08% | 3,430,822 | 388,603 | 12.8% | $2,182.39万 | 加仓 |
| UBS | UBS GROUP AG | $2.03亿 | 0.08% | 4,128,651 | 610,651 | 17.4% | $2,997.71万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND | $2.03亿 | 0.08% | 2,562,816 | 457,136 | 21.7% | $3,624.63万 | 加仓 |
| DYNF | BLACKROCK ISHARES U S EQUITY | $2.05亿 | 0.08% | 3,090,804 | 978,278 | 46.3% | $6,474.24万 | 加仓 |
| PULS | PGIM ETF TR | $2.06亿 | 0.08% | 4,147,919 | 909,856 | 28.1% | $4,521.98万 | 加仓 |
| LOW | LOWES COMPANIES INC | $2.08亿 | 0.08% | 936,498 | -7,708 | -0.8% | -$171.34万 | 减仓 |
| NWG | NATWEST GROUP PLC | $2.15亿 | 0.09% | 12,497,549 | 19,369 | 0.2% | $33.35万 | 加仓 |
| TTE | TOTALENERGIES SE | $2.17亿 | 0.09% | 2,823,517 | 206,552 | 7.9% | $1,585.81万 | 加仓 |
| C | CITIGROUP INC | $2.17亿 | 0.09% | 1,534,134 | 117,307 | 8.3% | $1,662.83万 | 加仓 |
| MCD | MCDONALDS CORP | $2.18亿 | 0.09% | 806,975 | -45,716 | -5.4% | -$1,233.29万 | 减仓 |
| PAAA | PGIM ETF TR | $2.20亿 | 0.09% | 4,279,043 | 1,151,253 | 36.8% | $5,924.33万 | 加仓 |
| ACGL | ARCH CAPITAL GROUP NEW | $2.21亿 | 0.09% | 2,269,585 | 155,554 | 7.4% | $1,517.27万 | 加仓 |
| ROST | ROSS STORES INC | $2.22亿 | 0.09% | 1,040,466 | -268,287 | -20.5% | -$5,721.42万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $2.24亿 | 0.09% | 1,743,676 | 133,206 | 8.3% | $1,709.03万 | 加仓 |
| BLK | BLACKROCK INC NEW | $2.28亿 | 0.09% | 236,624 | 26,879 | 12.8% | $2,592.37万 | 加仓 |
| VBK | VANGUARD SMALL CAP GROWTH ETF | $2.28亿 | 0.09% | 638,366 | 21,303 | 3.5% | $761.92万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2.30亿 | 0.09% | 752,974 | -750 | -0.1% | -$22.86万 | 减仓 |
| CB | CHUBB LIMITED | $2.31亿 | 0.09% | 676,017 | 38,732 | 6.1% | $1,322.46万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH | $2.35亿 | 0.09% | 1,927,184 | -150,060 | -7.2% | -$1,832.54万 | 减仓 |
| HD | HOME DEPOT INC | $2.36亿 | 0.09% | 677,273 | -54,064 | -7.4% | -$1,886.38万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.37亿 | 0.09% | 463,287 | -42,753 | -8.4% | -$2,189.89万 | 减仓 |
| WMT | WALMART INC | $2.44亿 | 0.10% | 2,108,692 | 628,052 | 42.4% | $7,263.29万 | 加仓 |
| GEV | GE VERNOVA INC | $2.45亿 | 0.10% | 233,947 | 26,890 | 13.0% | $2,811.02万 | 加仓 |
| CSCO | CISCO SYS INC | $2.45亿 | 0.10% | 2,149,133 | 100,899 | 4.9% | $1,148.19万 | 加仓 |
| ABBV | ABBVIE INCORPORATED | $2.50亿 | 0.10% | 988,813 | 211,408 | 27.2% | $5,355.47万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $2.51亿 | 0.10% | 1,035,273 | 50,829 | 5.2% | $1,233.99万 | 加仓 |
| SPHQ | INVESCO EXCHANGE-TRADED FD TR | $2.58亿 | 0.10% | 2,968,361 | 500,704 | 20.3% | $4,348.61万 | 加仓 |
| BIV | VANGUARD INTER TERM BD ETF | $2.61亿 | 0.10% | 3,393,708 | 284,527 | 9.2% | $2,190.26万 | 加仓 |
| ETN | EATON CORP PLC | $2.66亿 | 0.11% | 659,078 | 64,194 | 10.8% | $2,586.30万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2.66亿 | 0.11% | 6,460,417 | 1,033,853 | 19.1% | $4,258.59万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $2.66亿 | 0.11% | 7,349,241 | 2,558,214 | 53.4% | $9,267.51万 | 加仓 |
| GE | GE AEROSPACE | $2.68亿 | 0.11% | 725,826 | -35,892 | -4.7% | -$1,324.51万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC ADR | $2.71亿 | 0.11% | 4,313,503 | 426,682 | 11.0% | $2,677.84万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL | $2.71亿 | 0.11% | 9,888,149 | 1,542,948 | 18.5% | $4,232.54万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH | $2.74亿 | 0.11% | 2,797,471 | 604,353 | 27.6% | $5,911.33万 | 加仓 |
| KO | COCA COLA CO | $2.74亿 | 0.11% | 3,316,914 | 39,931 | 1.2% | $329.91万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2.74亿 | 0.11% | 287,925 | 45,965 | 19.0% | $4,375.61万 | 加仓 |
| MA | MASTERCARD INC CL A | $2.82亿 | 0.11% | 565,708 | 164,658 | 41.1% | $8,217.64万 | 加仓 |
| IWP | ISHARES RUSSELL MIDCAP GROWTH | $2.83亿 | 0.11% | 1,996,544 | -855,039 | -30.0% | -$1.21亿 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U S STK | $3.02亿 | 0.12% | 1,879,380 | 888,977 | 89.8% | $1.43亿 | 加仓 |
| CAT | CATERPILLAR INC | $3.07亿 | 0.12% | 307,274 | 77,567 | 33.8% | $7,742.77万 | 加仓 |
| NVS | NOVARTIS AG ADR | $3.07亿 | 0.12% | 1,974,043 | 152,247 | 8.4% | $2,366.28万 | 加仓 |
| VEU | VANGUARD INTERNATIONAL EQUITY | $3.07亿 | 0.12% | 3,710,153 | 241,653 | 7.0% | $1,999.19万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $3.12亿 | 0.12% | 5,276,639 | 429,736 | 8.9% | $2,537.38万 | 加仓 |
| AZN | ASTRAZENECA ORD | $3.15亿 | 0.13% | 1,670,876 | 666,460 | 66.4% | $1.26亿 | 加仓 |
| JGRO | J P MORGAN EXCHANGE-TRADED FD | $3.18亿 | 0.13% | 3,383,745 | 453,502 | 15.5% | $4,265.19万 | 加仓 |
| DE | DEERE & CO | $3.21亿 | 0.13% | 522,480 | 69,228 | 15.3% | $4,256.51万 | 加仓 |
| ADI | ANALOG DEVICES INC | $3.22亿 | 0.13% | 831,003 | -94,739 | -10.2% | -$3,671.71万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $3.26亿 | 0.13% | 762,851 | 215,780 | 39.4% | $9,232.54万 | 加仓 |
| MRK | MERCK & CO INC | $3.28亿 | 0.13% | 2,548,737 | -110,644 | -4.2% | -$1,423.48万 | 减仓 |
| VOT | VANGUARD INDEX TR | $3.29亿 | 0.13% | 1,100,734 | 64,432 | 6.2% | $1,924.30万 | 加仓 |
| BND | VANGUARD TOTAL BD MARKET ETF | $3.40亿 | 0.14% | 4,612,354 | 405,061 | 9.6% | $2,983.90万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3.40亿 | 0.14% | 2,282,116 | 63,851 | 2.9% | $950.75万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $3.42亿 | 0.14% | 3,176,798 | 222,962 | 7.5% | $2,399.13万 | 加仓 |
| RTX | RTX CORP | $3.44亿 | 0.14% | 1,830,823 | 72,173 | 4.1% | $1,357.78万 | 加仓 |
| TSLA | TESLA INC | $3.46亿 | 0.14% | 911,808 | 170,429 | 23.0% | $6,474.16万 | 加仓 |
| WFC | WELLS FARGO & CO | $3.47亿 | 0.14% | 4,142,748 | 931,193 | 29.0% | $7,806.55万 | 加仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $3.55亿 | 0.14% | 2,947,269 | -1,250,406 | -29.8% | -$1.50亿 | 减仓 |
| IWM | ISHARES RUSSELL 2000 | $3.63亿 | 0.15% | 1,211,945 | 20,028 | 1.7% | $600.64万 | 加仓 |
| ASML | ASML HOLDING NV | $3.65亿 | 0.15% | 203,449 | 19,686 | 10.7% | $3,533.25万 | 加仓 |
| CVX | CHEVRON CORPORATION | $3.73亿 | 0.15% | 2,182,507 | 151,307 | 7.4% | $2,584.58万 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $3.85亿 | 0.15% | 611,771 | 146,353 | 31.4% | $9,198.65万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $3.85亿 | 0.15% | 6,659,618 | 121,864 | 1.9% | $704.92万 | 加仓 |
| — | EXXON MOBIL CORP | $3.86亿 | 0.15% | 2,826,595 | -90,722 | -3.1% | -$1,238.77万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.88亿 | 0.16% | 778,207 | 72,198 | 10.2% | $3,601.33万 | 加仓 |
| VTI | VANGUARD INDEX TRUST | $4.05亿 | 0.16% | 1,116,824 | 343,286 | 44.4% | $1.24亿 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH | $4.24亿 | 0.17% | 3,194,451 | 204,163 | 6.8% | $2,708.46万 | 加仓 |
| KLAC | KLA CORP | $4.30亿 | 0.17% | 1,730,199 | 514,399 | 42.3% | $1.28亿 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX US | $4.43亿 | 0.18% | 2,897,206 | 178,724 | 6.6% | $2,735.42万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4.62亿 | 0.18% | 1,814,780 | 263,392 | 17.0% | $6,706.35万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH | $4.74亿 | 0.19% | 3,978,899 | -558,341 | -12.3% | -$6,650.62万 | 减仓 |
| QQQ | INVESCO QQQ TR | $4.75亿 | 0.19% | 672,073 | 98,225 | 17.1% | $6,940.62万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL | $4.83亿 | 0.19% | 9,539,391 | 4,026,388 | 73.0% | $2.04亿 | 加仓 |
| APH | AMPHENOL CORP CL A | $4.95亿 | 0.20% | 3,020,851 | 233,537 | 8.4% | $3,824.24万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR AVANTIS | $5.05亿 | 0.20% | 5,346,733 | 1,084,022 | 25.4% | $1.02亿 | 加仓 |
| VYM | VANGUARD | $5.28亿 | 0.21% | 3,335,671 | 350,014 | 11.7% | $5,537.81万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $5.29亿 | 0.21% | 11,551,154 | 1,940,647 | 20.2% | $8,884.55万 | 加仓 |
| EFG | ISHARES TR | $5.33亿 | 0.21% | 4,373,043 | 73,145 | 1.7% | $890.78万 | 加仓 |
| VTEB | VANGUARD TAX EXEMPT BOND INDEX | $5.40亿 | 0.22% | 10,675,389 | 1,794,956 | 20.2% | $9,075.93万 | 加仓 |
| LIN | LINDE PLC | $5.41亿 | 0.22% | 1,040,381 | 93,884 | 9.9% | $4,878.21万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION | $5.44亿 | 0.22% | 2,318,930 | 263,183 | 12.8% | $6,173.65万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $5.56亿 | 0.22% | 12,776,470 | 4,975,144 | 63.8% | $2.16亿 | 加仓 |
| EFV | ISHARES TR MSCI EAFE VALUE | $5.74亿 | 0.23% | 7,542,634 | 101,027 | 1.4% | $769.04万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $6.07亿 | 0.24% | 535,824 | 121,422 | 29.3% | $1.37亿 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE | $6.60亿 | 0.26% | 2,718,123 | 76,970 | 2.9% | $1,868.51万 | 加仓 |
| VOE | VANGUARD INDEX TR | $6.72亿 | 0.27% | 3,377,503 | 244,414 | 7.8% | $4,862.85万 | 加仓 |
| EFA | ISHARES MSCI EAFE FUND | $6.80亿 | 0.27% | 6,626,048 | 271,097 | 4.3% | $2,782.07万 | 加仓 |
| IJH | ISHARES CORE S&P MID CAP ETF | $7.08亿 | 0.28% | 9,268,731 | 998,961 | 12.1% | $7,627.79万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $7.17亿 | 0.29% | 2,180,764 | 214,405 | 10.9% | $7,052.96万 | 加仓 |
| V | VISA INC CL A | $7.51亿 | 0.30% | 2,229,928 | 327,117 | 17.2% | $1.10亿 | 加仓 |
| GOOG | ALPHABET INC | $7.60亿 | 0.30% | 2,270,683 | 391,543 | 20.8% | $1.31亿 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $7.61亿 | 0.30% | 1,036,683 | 75,528 | 7.9% | $5,545.54万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $7.87亿 | 0.32% | 1,508,092 | 200,986 | 15.4% | $1.05亿 | 加仓 |
| VB | VANGUARD INDEX TRUST | $7.89亿 | 0.32% | 2,634,215 | -341,865 | -11.5% | -$1.02亿 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $7.96亿 | 0.32% | 16,425,629 | 2,942,024 | 21.8% | $1.43亿 | 加仓 |
| META | META PLATFORMS INC | $8.36亿 | 0.33% | 1,518,377 | 123,604 | 8.9% | $6,807.19万 | 加仓 |
| OEF | ISHARES S&P 100 FUND | $8.52亿 | 0.34% | 2,381,659 | 207,122 | 9.5% | $7,406.62万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR | $8.56亿 | 0.34% | 1,978,934 | 185,172 | 10.3% | $8,006.79万 | 加仓 |
| IUSV | ISHARES CORE S&P U.S VALUE | $8.90亿 | 0.36% | 8,102,785 | 451,015 | 5.9% | $4,953.54万 | 加仓 |
| LLY | ELI LILLY & CO | $9.01亿 | 0.36% | 746,099 | 95,232 | 14.6% | $1.15亿 | 加仓 |