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
HALO HALOZYME THERAPEUTICS INC $463.34万0.00%75,178 72,6102,827.5% $447.51万 加仓
EWJ ISHARES INC $463.15万0.00%56,876 9,18919.3% $74.83万 加仓
BSJQ INVESCO EXCHANGE-TRADED SELF $463.09万0.00%200,603 7,9584.1% $18.37万 加仓
IBB ISHARES BIOTECHNOLOGY ETF $460.46万0.00%28,698 4,78520.0% $76.78万 加仓
PHYL PGIM ETF TR $459.87万0.00%133,200 37,15838.7% $128.29万 加仓
UMBF UMB FINL CORP $458.80万0.00%41,965 36,593681.2% $400.07万 加仓
KRMN KARMAN HLDGS INC $458.70万0.00%54,562 53,6035,589.5% $450.64万 加仓
CRDO CREDO TECH GROUP HLDG LTD $458.56万0.00%48,148 42,117698.3% $401.12万 加仓
FAD FIRST TRUST MULTI CAP GROWTH $458.38万0.00%29,510 12,26071.1% $190.43万 加仓
CFA VICTORYSHARES US 500 $458.22万0.00%50,949 4,3069.2% $38.73万 加仓
VTIP VANGUARD SHORT TERM INFLATION $457.37万0.00%91,840 22,67632.8% $112.93万 加仓
RING ISHARES MSCI GLOBAL GOLD $457.31万0.00%61,724 21,19752.3% $157.05万 加仓
NXP NUVEEN SEL TX FREE INCOME PORT $456.79万0.00%321,231 116,59457.0% $165.80万 加仓
OUSM ALPS ETF TR $456.47万0.00%105,860 15,65817.4% $67.52万 加仓
BROS DUTCH BROS INC $455.21万0.00%97,497 21,28827.9% $99.39万 加仓
BIIB BIOGEN INC $451.36万0.00%24,554 11,72991.5% $215.61万 加仓
— NORTHERN LTS FD TR IV INSPIRE $450.02万0.00%123,429 33,16936.7% $120.93万 加仓
PRU PRUDENTIAL FINANCIAL INC $449.83万0.00%48,179 9,01923.0% $84.21万 加仓
PXF INVESCO EXCHANGE-TRADED FD TR $449.33万0.00%66,361 21,29947.3% $144.22万 加仓
NDSN NORDSON CORP $441.07万0.00%16,950 15,9561,605.2% $415.21万 加仓
WSM WILLIAMS SONOMA INC $440.57万0.00%25,133 17,496229.1% $306.70万 加仓
— TOPBUILD CORP $439.09万0.00%12,598 12,1782,899.5% $424.45万 加仓
PRFZ INVESCO EXCHANGE-TRADED FD TR $439.01万0.00%97,711 27,06638.3% $121.61万 加仓
IRM IRON MTN INC DEL $438.04万0.00%44,536 21,51893.5% $211.64万 加仓
FLTR VANECK ETF TR $437.64万0.00%172,028 28,92720.2% $73.59万 加仓
VIOO VANGUARD ADMIRAL FUNDS INC $437.63万0.00%38,904 1,3713.7% $15.42万 加仓
TROW PRICE T ROWE GROUP INC $434.62万0.00%49,137 11,27629.8% $99.74万 加仓
DCI DONALDSON CO INC $431.39万0.00%51,435 8,72920.4% $73.21万 加仓
IAT ISHARES DOW JONES US $430.01万0.00%82,488 2,2052.7% $11.49万 加仓
IYK ISHARES TR $427.00万0.00%61,263 6,97212.8% $48.59万 加仓
AEM AGNICO EAGLE MINES LTD $426.81万0.00%22,069 9,66477.9% $186.90万 加仓
FLRN SS SPDR BLM INV GRD FLT RT ETF $425.99万0.00%138,692 9,8787.7% $30.34万 加仓
BAB INVESCO EXCHANGE-TRADED FD TR $422.87万0.00%158,496 19,31513.9% $51.53万 加仓
FEMS FIRST TRUST EMERGING MARKETS $422.81万0.00%95,316 1,4001.5% $6.21万 加仓
PFXF VANECK ETF TRUST $422.28万0.00%242,550 15,2926.7% $26.62万 加仓
FDD FIRST TR DJ STOXX SELECT DIVID $422.01万0.00%246,647 68,43338.4% $117.09万 加仓
SWX SOUTHWEST GAS HOLDINGS INC $422.00万0.00%48,668 1,5833.4% $13.73万 加仓
PSI INVESCO EXCHANGE-TRADED FD TR $420.14万0.00%45,075 12,05336.5% $112.35万 加仓
IVZ INVESCO LTD $420.12万0.00%181,084 20,44512.7% $47.43万 加仓
LVHD LEGG MASON FRANKLIN U S LOW $419.28万0.00%98,909 15,38618.4% $65.22万 加仓
CAG CONAGRA BRANDS INC $416.75万0.00%266,799 78,48041.7% $122.59万 加仓
— INVESCO BOND FUND $416.02万0.00%280,904 32,18412.9% $47.66万 加仓
INGR INGREDION INC $414.48万0.00%36,971 30,819501.0% $345.51万 加仓
ZS ZSCALER INC $412.54万0.00%30,981 11,02555.2% $146.81万 加仓
MTD METTLER TOLEDO INTERNATIONAL $412.50万0.00%3,348 3,2302,737.3% $397.97万 加仓
PKW INVESCO EXCHANGE-TRADED FD TR $412.27万0.00%31,994 6,11023.6% $78.73万 加仓
STWD STARWOOD PROPERTY TRUST INC $411.74万0.00%241,632 236,9415,051.0% $403.75万 加仓
SSB SOUTHSTATE BK CORP $411.52万0.00%45,861 45,3589,017.5% $407.01万 加仓
HEDJ WISDOMTREE TRUST EUROPE HEDGED $411.25万0.00%80,987 6,0318.0% $30.63万 加仓
CRS CARPENTER TECHNOLOGY CORP $410.78万0.00%10,898 8,947458.6% $337.24万 加仓
BSJT INVESCO EXCHANGE-TRADED $406.67万0.00%195,551 48,89833.3% $101.69万 加仓
FTS FORTIS INC $406.66万0.00%73,058 2,7193.9% $15.13万 加仓
IGRO ISHARES TR $406.23万0.00%50,055 5,89013.3% $47.80万 加仓
EXP EAGLE MATLS INC $406.07万0.00%22,272 21,7444,118.2% $396.45万 加仓
GNTX GENTEX CORP $405.32万0.00%186,611 165,739794.1% $359.99万 加仓
JPEM J P MORGAN EXCH-TRADED FD TR $404.77万0.00%67,271 22,47450.2% $135.23万 加仓
— NUVEEN SELECT MATURITY MUN FD $402.98万0.00%426,167 31,1777.9% $29.48万 加仓
TPIF TIMOTHY PLAN INTL ETF $402.23万0.00%115,152 54,38289.5% $189.96万 加仓
VGLT VANGUARD LONG-TERM TREASURY $400.98万0.00%73,305 10,84017.4% $59.30万 加仓
BRTR BLACKROCK ETF TR II $400.11万0.00%80,351 3,0874.0% $15.37万 加仓
DHS WISDOMTREE US HIGH DIVIDEND $399.23万0.00%37,086 2,1906.3% $23.58万 加仓
COPX GLOBAL X COPPER MINERS ETF $396.93万0.00%55,429 27,957101.8% $200.20万 加仓
RBLX ROBLOX CORP $396.19万0.00%75,736 55,159268.1% $288.54万 加仓
EMBJ EMBRAER S A $396.03万0.00%70,746 58,639484.3% $328.26万 加仓
DOC HEALTHPEAK PPTYS INC $394.99万0.00%238,102 202,708572.7% $336.28万 加仓
LEN LENNAR CORP $394.84万0.00%43,751 36,430497.6% $328.77万 加仓
RMD RESMED INC $393.69万0.00%17,854 13,396300.5% $295.39万 加仓
ES EVERSOURCE ENERGY $393.55万0.00%58,089 21,21357.5% $143.72万 加仓
BHP BHP BILLITON LIMITED $392.80万0.00%56,509 17,52645.0% $121.83万 加仓
AUB ATLANTIC UN BANKSHARES CORP $392.52万0.00%112,823 74,878197.3% $260.51万 加仓
REZI RESIDEO TECHNOLOGIES INC $391.92万0.00%117,659 116,1877,893.1% $387.02万 加仓
BSJR INVESCO EXCHANGE TRADED SELF $391.37万0.00%176,295 10,4506.3% $23.20万 加仓
G GENPACT LIMITED $391.16万0.00%106,931 106,06112,190.9% $387.98万 加仓
TAP MOLSON COORS BEVERAGE CO $390.97万0.00%90,090 -5,188-5.4% -$22.51万 减仓
ESS ESSEX PROPERTY TRUST INC $388.13万0.00%16,198 15,6532,872.1% $375.07万 加仓
SIL GLOBAL X SILVER MINERS $387.84万0.00%46,073 31,907225.2% $268.59万 加仓
BWXT BWX TECHNOLOGIES INC $386.51万0.00%19,078 10,558123.9% $213.90万 加仓
WSC WILLSCOT HLDGS CORP $385.62万0.00%225,375 224,62730,030.3% $384.34万 加仓
CIEN CIENA CORP $385.34万0.00%9,595 6,243186.2% $250.73万 加仓
POWL POWELL INDSUSTRIES INC $383.44万0.00%7,127 5,942501.4% $319.69万 加仓
TOST TOAST INC $382.87万0.00%149,326 123,537479.0% $316.75万 加仓
DGX QUEST DIAGNOSTICS INC $382.79万0.00%19,579 14,575291.3% $284.96万 加仓
JLL JONES LANG LASALLE INC $379.93万0.00%12,968 11,653886.2% $341.40万 加仓
VGK VANGUARD FTSE EUROPE ETF $379.39万0.00%47,752 14,27942.7% $113.45万 加仓
SCHV SCHWAB STRATEGIC TR $375.34万0.00%124,988 28,02028.9% $84.14万 加仓
JEMA J P MORGAN EXCHANGE-TRADED FD $375.00万0.00%73,965 24,53949.6% $124.41万 加仓
IBDU ISHARES TR $373.29万0.00%161,319 31,45324.2% $72.78万 加仓
EPAM EPAM SYSTEM INCORPORATED $372.83万0.00%27,578 27,0314,941.7% $365.43万 加仓
FNDB SCHWAB STRATEGIC TRUST SCHWAB $372.40万0.00%139,320 39,95840.2% $106.81万 加仓
PIZ INVESCO EXCHANGE-TRADED FD TR $369.79万0.00%77,480 31,94070.1% $152.44万 加仓
FNDE SCHWAB FUNDAMENTAL EMERGING $369.51万0.00%99,464 31,09845.5% $115.53万 加仓
IYG ISHARES DOW JONES U S $369.25万0.00%46,087 4,88411.9% $39.13万 加仓
LAMR LAMAR ADVERTISING CO NEW $368.22万0.00%29,749 23,514377.1% $291.04万 加仓
PHO INVESCO EXCHANGE-TRADED FD TR $367.41万0.00%56,101 10,31322.5% $67.54万 加仓
XBI SPDR SER TR $366.80万0.00%30,655 12,83772.0% $153.60万 加仓
SCCO SOUTHERN COPPER CORP DEL $366.35万0.00%22,603 4,75126.6% $77.00万 加仓
EIX EDISON INTL $366.18万0.00%52,071 38,411281.2% $270.12万 加仓
FTC FIRST TRUST LARGE CAP GROWTH $365.90万0.00%24,271 2,1509.7% $32.41万 加仓
SMOT VANECK ETF TR $365.77万0.00%106,019 14,84716.3% $51.22万 加仓
IQLT ISHARES MSCI INTERNATIONAL $365.45万0.00%81,812 26,48947.9% $118.33万 加仓