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
NU NU HLDGS LTD $613.82万0.00%451,327 362,871410.2% $493.52万 加仓
GMED GLOBUS MED INC $612.01万0.00%73,049 69,9962,292.7% $586.43万 加仓
DEO DIAGEO PLC $611.96万0.00%82,611 48,468142.0% $359.04万 加仓
QQEW FIRST TR NASDAQ-100 EQUAL $609.24万0.00%49,398 4,58010.2% $56.49万 加仓
WPM WHEATON PRECIOUS METALS CORP $607.21万0.00%48,693 18,41860.8% $229.67万 加仓
INSM INSMED INC $601.71万0.00%41,406 40,8547,401.1% $593.69万 加仓
SPTM SPDR SER TR $598.83万0.00%77,472 6,9189.8% $53.47万 加仓
GLTR ABERDEEN PRECIOUS METALS $596.92万0.00%28,701 10,66859.2% $221.87万 加仓
IHDG WISDOMTREE INTERNATIONAL $596.69万0.00%127,390 4,4803.6% $20.98万 加仓
PAYX PAYCHEX INC $595.98万0.00%64,998 45,141227.3% $413.90万 加仓
SNX TD SYNNEX CORPORATION $595.90万0.00%37,921 37,1204,634.2% $583.31万 加仓
SPMD SPDR SER TR $595.60万0.00%102,761 21,69526.8% $125.74万 加仓
QTEC FIRST TR NASDAQ-100 TECHNOLOGY $593.85万0.00%28,335 5,50724.1% $115.42万 加仓
BMI BADGER METER INC $592.40万0.00%40,628 35,970772.2% $524.48万 加仓
NUE NUCOR CORP $592.30万0.00%36,255 10,88642.9% $177.85万 加仓
SIVR ABERDEEN SILVER ETF TR $590.57万0.00%88,595 520.1% $3,466 加仓
VTEC VANGUARD CALIFORNIA $590.39万0.00%59,835 20,08650.5% $198.19万 加仓
CNQ CANADIAN NAT RES LTD MED TER $590.20万0.00%117,841 103,781738.1% $519.78万 加仓
OXY OCCIDENTAL PETE CORP $589.67万0.00%90,274 33,57459.2% $219.30万 加仓
IBDT ISHARES TR $587.46万0.00%232,750 36,83818.8% $92.98万 加仓
STRL STERLING INFRASTRUCTURE INC $587.37万0.00%13,977 8,854172.8% $372.08万 加仓
IBDS ISHARES IBONDS DEC 2027 TERM $586.17万0.00%242,321 63,27735.3% $153.07万 加仓
— ESPERION THERAPEUTICS INC $585.19万0.00%2,135,741 41,3292.0% $11.32万 加仓
BLV VANGUARD LONG TERM BD ETF $582.46万0.00%85,934 1,8892.2% $12.80万 加仓
HST HOST HOTELS & RESORTS INC $582.27万0.00%308,961 293,8691,947.2% $553.83万 加仓
A AGILENT TECHNOLOGIES INC $580.79万0.00%52,683 46,211714.0% $509.44万 加仓
HUBB HUBBELL INC $577.13万0.00%11,999 9,885467.6% $475.45万 加仓
CAE CAE INC $576.63万0.00%222,983 149,775204.6% $387.32万 加仓
HPQ HP INC $576.52万0.00%296,577 -71,119-19.3% -$138.25万 减仓
NNN NNN REIT INC $574.77万0.00%137,047 132,8623,174.7% $557.22万 加仓
ZROZ PIMCO EXCHANGE TRADED FUND 25 $572.57万0.00%90,611 7,1128.5% $44.94万 加仓
VCR VANGUARD CONSUMER $569.50万0.00%16,314 9786.4% $34.14万 加仓
PTL NORTHERN LTS FD TR IV $569.25万0.00%23,119 9,23866.6% $227.46万 加仓
CCJ CAMECO CORP $568.59万0.00%54,714 15,13238.2% $157.25万 加仓
CR CRANE COMPANY $567.14万0.00%34,534 33,1722,435.5% $544.77万 加仓
THC TENET HEALTHCARE CORP $563.86万0.00%29,389 27,7151,655.6% $531.74万 加仓
EW EDWARDS LIFESCIENCES CORP $563.80万0.00%71,056 58,505466.1% $464.22万 加仓
FLOT ISHARES TRUST FLOATING RATE $560.97万0.00%110,514 28,12434.1% $142.76万 加仓
CNMD CONMED CORP $558.18万0.00%161,416 161,383489,039.4% $558.07万 加仓
WTV WISDOMTREE TRUST $556.34万0.00%59,501 35,527148.2% $332.18万 加仓
OLLI OLLIES BARGAIN OUTLET HLDGS $554.06万0.00%62,086 61,1486,519.0% $545.68万 加仓
MP MP MATLS CORP $551.25万0.00%106,419 46,07776.4% $238.68万 加仓
PODD INSULET CORP $548.18万0.00%26,327 24,1351,101.0% $502.54万 加仓
DISV DIMENSIONAL ETF TR $548.16万0.00%143,071 36,78034.6% $140.92万 加仓
VNQ VANGUARD INDEX REAL ESTATE $547.71万0.00%62,943 12,15223.9% $105.74万 加仓
TOTL SSGA ACTIVE ETF TR $546.85万0.00%138,583 9,9967.8% $39.44万 加仓
SIZE ISHARES MSCI USA SIZE FACTOR $542.20万0.00%34,750 7,94129.6% $123.90万 加仓
PEY INVESCO EXCHANGE-TRADED FD TR $538.05万0.00%255,608 4,3461.7% $9.15万 加仓
— DIMENSIONAL ETF TR $537.25万0.00%149,466 41,19838.1% $148.08万 加仓
FV FIRST TRUST DORSEY WRIGHT $530.95万0.00%89,101 3,6974.3% $22.03万 加仓
— PGIM ETF TR $529.57万0.00%56,149 7,89716.4% $74.48万 加仓
FICO FAIR ISAAC CORP $528.39万0.00%5,226 4,259440.4% $430.62万 加仓
CSGP COSTAR GROUP INC $526.45万0.00%132,372 128,5993,408.4% $511.44万 加仓
OKLO OKLO INC $522.97万0.00%104,115 18,76822.0% $94.27万 加仓
BJ BJS WHSL CLUB HLDGS INC $522.40万0.00%52,448 45,046608.6% $448.68万 加仓
FE FIRSTENERGY CORP $522.12万0.00%104,287 58,175126.2% $291.26万 加仓
NTRA NATERA INC $521.64万0.00%28,557 24,402587.3% $445.74万 加仓
IDU ISHARES DOW JONES US UTILITIES $519.60万0.00%45,049 9,73227.6% $112.25万 加仓
HFSI HARTFORD FDS EXCHANGE TRADED $516.71万0.00%149,037 97,694190.3% $338.71万 加仓
MBB ISHARES TRUST BARCLAYS MBS BD $515.79万0.00%54,658 9,34520.6% $88.19万 加仓
MTSI M/A COM TECHNOLOGY SOLUTIONS $514.62万0.00%22,828 22,1463,247.2% $499.25万 加仓
FN FABRINET $514.16万0.00%9,315 7,925570.1% $437.44万 加仓
APPF APPFOLIO INC $513.82万0.00%33,005 32,4746,115.6% $505.56万 加仓
ITT ITT INC $513.75万0.00%27,816 25,6691,195.6% $474.10万 加仓
NUSC NUSHARES ETF TR $512.37万0.00%116,448 29,44733.8% $129.57万 加仓
EXPE EXPEDIA GROUP INC $511.88万0.00%22,668 14,193167.5% $320.50万 加仓
JSCP J P MORGAN EXCHANGE-TRADED FD $510.07万0.00%108,271 41,34361.8% $194.77万 加仓
CMS CMS ENERGY CORP $508.50万0.00%66,719 60,7331,014.6% $462.88万 加仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $507.65万0.00%26,748 21,109374.3% $400.63万 加仓
ECG EVERUS CONSTR GROUP INC $504.36万0.00%42,990 4,05710.4% $47.60万 加仓
MMM 3M CO $503.25万0.00%35,166 27,270345.4% $390.26万 加仓
SHYG ISHARES 0-5 YEAR HIGH YIELD $502.24万0.00%119,894 19,43419.3% $81.41万 加仓
GRPM INVESCO EXCHANGE-TRADED FD TR $502.22万0.00%43,220 -11,662-21.2% -$135.51万 减仓
NSP INSPERITY INC $500.26万0.00%188,847 188,11325,628.5% $498.31万 加仓
— FIDELITY COVINGTON TR $499.00万0.00%162,014 28,12321.0% $86.62万 加仓
PENN PENN ENTERTAINMENT INC $497.70万0.00%361,414 357,7719,820.8% $492.68万 加仓
BIPC BROOKFIELD INFRASTRUCTURE CO $495.76万0.00%131,288 129,7688,537.4% $490.02万 加仓
USRT ISHARES $494.90万0.00%85,121 16,73424.5% $97.29万 加仓
RACE FERRARI N V $492.25万0.00%15,508 10,301197.8% $326.97万 加仓
GLOB GLOBANT S A $490.20万0.00%110,108 81,607286.3% $363.31万 加仓
SUSA ISHARES ESG OPTIMIZED MSCI USA $489.40万0.00%37,922 4,65314.0% $60.05万 加仓
CLS CELESTICA INC $489.38万0.00%17,464 6,93965.9% $194.44万 加仓
EXC EXELON CORP $488.69万0.00%101,115 60,735150.4% $293.53万 加仓
VTEI VANGUARD MUN BD FDS $487.10万0.00%48,871 9,96325.6% $99.30万 加仓
XT ISHARES FUTURES EXPONENTIAL $486.66万0.00%73,904 5,8768.6% $38.69万 加仓
FYC FIRST TRUST EXCHANGE TRADED $484.25万0.00%51,188 21,66573.4% $204.96万 加仓
HYG ISHARES IBOXX $ HIGH YIELD $481.51万0.00%61,168 4,4437.8% $34.98万 加仓
IBDR ISHARES IBONDS DECEMBER 2026 $478.93万0.00%197,661 43,16927.9% $104.60万 加仓
FFOG FRANKLIN TEMPLETON ETF TR $477.61万0.00%120,336 45,03759.8% $178.75万 加仓
IXC ISHARES S&P GLOBAL ENERGY $475.45万0.00%81,608 23,25539.9% $135.48万 加仓
NOVT NOVANTA INC $473.36万0.00%41,835 41,74847,986.2% $472.38万 加仓
SOLS SOLSTICE ADVANCED MATLS INC $472.56万0.00%62,981 20,61948.7% $154.71万 加仓
— J P MORGAN EXCHANGE-TRADED FD $470.92万0.00%95,020 23,28032.5% $115.38万 加仓
BSJS INVESCO EXCHANGE-TRADED $470.15万0.00%218,624 31,20716.7% $67.11万 加仓
DXJ WISDOMTREE JAPAN HEDGED EQUITY $469.70万0.00%30,366 5,96524.4% $92.27万 加仓
TRU TRANSUNION $469.19万0.00%71,324 65,7211,173.0% $432.33万 加仓
PVH PVH CORP $468.88万0.00%70,615 43,981165.1% $292.03万 加仓
RDIV INVESCO EXCHANGE-TRADED FD TR $468.72万0.00%84,333 4,7005.9% $26.12万 加仓
FBIN FORTUNE BRANDS INNOVATIONS I $467.22万0.00%122,406 114,2631,403.2% $436.14万 加仓
ASTS AST SPACEMOBILE INC $465.87万0.00%59,218 11,86025.0% $93.30万 加仓