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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES CORE DIVIDEND GROWTH | $10.93亿 | 0.44% | 14,415,274 | 2,347,383 | 19.5% | $1.78亿 | 加仓 |
| IWS | ISHARES RUSSELL MIDCAP VALUE | $11.55亿 | 0.46% | 6,991,663 | -710,571 | -9.2% | -$1.17亿 | 减仓 |
| QQQM | INVESCO EXCHANGE-TRADED FD TR | $12.12亿 | 0.49% | 4,165,109 | 749,972 | 22.0% | $2.18亿 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH | $12.42亿 | 0.50% | 6,829,303 | 88,132 | 1.3% | $1,602.73万 | 加仓 |
| AVGO | BROADCOM INC | $14.57亿 | 0.58% | 3,984,469 | 221,782 | 5.9% | $8,108.61万 | 加仓 |
| IEMG | ISHARES CORE MSCI | $17.53亿 | 0.70% | 21,551,842 | 1,494,717 | 7.5% | $1.22亿 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $21.57亿 | 0.86% | 61,365,155 | 2,617,969 | 4.5% | $9,200.23万 | 加仓 |
| MSFT | MICROSOFT CORP | $21.64亿 | 0.87% | 5,801,727 | 724,487 | 14.3% | $2.70亿 | 加仓 |
| GOOGL | ALPHABET INC | $22.42亿 | 0.90% | 6,628,784 | 706,577 | 11.9% | $2.39亿 | 加仓 |
| AMZN | AMAZON COM INC | $22.53亿 | 0.90% | 9,677,106 | 1,160,803 | 13.6% | $2.70亿 | 加仓 |
| AAPL | APPLE INC | $26.52亿 | 1.06% | 9,337,818 | 914,022 | 10.9% | $2.60亿 | 加仓 |
| NVDA | NVIDIA CORP | $29.11亿 | 1.17% | 15,105,851 | 3,087,398 | 25.7% | $5.95亿 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $33.50亿 | 1.34% | 22,721,296 | 2,856,629 | 14.4% | $4.21亿 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $34.53亿 | 1.38% | 33,269,635 | 2,907,763 | 9.6% | $3.02亿 | 加仓 |
| IWB | ISHARES RUSSELL 1000 | $34.84亿 | 1.39% | 8,705,412 | -1,747,967 | -16.7% | -$7.00亿 | 减仓 |
| USHY | ISHARES BROAD USD HIGH YIELD | $37.86亿 | 1.52% | 102,450,126 | 7,089,300 | 7.4% | $2.62亿 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED | $40.11亿 | 1.61% | 56,820,243 | 1,821,641 | 3.3% | $1.29亿 | 加仓 |
| IUSB | ISHARES CORE UNIVERSAL USD BD | $40.51亿 | 1.62% | 87,505,839 | 7,918,948 | 10.0% | $3.67亿 | 加仓 |
| SCZ | ISHARES | $43.79亿 | 1.75% | 53,299,660 | 3,871,623 | 7.8% | $3.18亿 | 加仓 |
| VV | VANGUARD INDEX TRUST | $64.68亿 | 2.59% | 19,222,366 | 557,901 | 3.0% | $1.88亿 | 加仓 |
| VO | VANGUARD MID CAP ETF | $88.61亿 | 3.55% | 110,769,908 | 5,681,256 | 5.4% | $4.54亿 | 加仓 |
| VTV | VANGUARD INDEX TR | $97.35亿 | 3.90% | 44,576,925 | -6,744,344 | -13.1% | -$14.73亿 | 减仓 |
| IEFA | ISHARES TRUST CORE MSCI EAFE | $108.41亿 | 4.34% | 113,501,860 | 5,039,264 | 4.6% | $4.81亿 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP | $109.21亿 | 4.37% | 99,650,083 | 6,686,541 | 7.2% | $7.33亿 | 加仓 |
| AGG | ISHARES CORE US AGGREGATE BOND | $109.43亿 | 4.38% | 110,159,073 | -22,015,735 | -16.7% | -$21.87亿 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $124.32亿 | 4.98% | 18,541,326 | 1,445,658 | 8.5% | $9.69亿 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $141.73亿 | 5.67% | 19,409,670 | 484,752 | 2.6% | $3.54亿 | 加仓 |
| SPYM | SPDR SERIES TRUST | $145.64亿 | 5.83% | 169,823,143 | 59,141,143 | 53.4% | $50.72亿 | 加仓 |
| VUG | VANGUARD INDEX TR | $181.37亿 | 7.26% | 219,112,994 | -16,259,860 | -6.9% | -$13.46亿 | 减仓 |