JONES FINANCIAL COMPANIES LLLP
DES PERES MO · SEC CIK 0000815917
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VBR | VANGUARD SMALL CAP VALUE ETF | $2.10亿 | 0.10% | 984,444 | 138,935 | 16.4% | $2,962.08万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $2.09亿 | 0.10% | 1,610,470 | 635,924 | 65.3% | $8,270.05万 | 加仓 |
| CB | CHUBB LTD SWITZ | $2.03亿 | 0.10% | 637,285 | 621,104 | 3,838.5% | $1.98亿 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2.01亿 | 0.10% | 8,345,201 | 1,879,833 | 29.1% | $4,528.30万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH | $2.01亿 | 0.10% | 2,193,118 | 459,587 | 26.5% | $4,203.56万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $1.97亿 | 0.09% | 2,114,031 | 2,104,482 | 22,038.8% | $1.97亿 | 加仓 |
| BLK | BLACKROCK INC | $1.96亿 | 0.09% | 209,745 | 95,299 | 83.3% | $8,923.48万 | 加仓 |
| MA | MASTERCARD INC CL A | $1.94亿 | 0.09% | 401,050 | 319,843 | 393.9% | $1.55亿 | 加仓 |
| PEP | PEPSICO INC | $1.92亿 | 0.09% | 1,254,640 | 529,036 | 72.9% | $8,104.24万 | 加仓 |
| AZN | ASTRAZENECA ORD | $1.89亿 | 0.09% | 1,004,416 | 1,004,416 | — | $1.89亿 | 新建仓 |
| NOW | SERVICENOW INC | $1.85亿 | 0.09% | 1,856,285 | 1,364,427 | 277.4% | $1.36亿 | 加仓 |
| SPHQ | INVESCO EXCHANGE-TRADED FD TR | $1.83亿 | 0.09% | 2,467,657 | 339,434 | 15.9% | $2,515.54万 | 加仓 |
| VBK | VANGUARD SMALL CAP GROWTH ETF | $1.82亿 | 0.09% | 617,063 | 101,866 | 19.8% | $3,004.93万 | 加仓 |
| WMT | WAL-MART INC | $1.82亿 | 0.09% | 1,480,640 | 613,027 | 70.7% | $7,535.78万 | 加仓 |
| BCS | BARCLAYS PLC | $1.80亿 | 0.09% | 8,890,185 | 8,850,224 | 22,147.2% | $1.79亿 | 加仓 |
| NWG | NATWEST GROUP PLC | $1.78亿 | 0.09% | 12,478,180 | 12,424,119 | 22,981.7% | $1.77亿 | 加仓 |
| NGG | NATIONAL GRID PLC | $1.77亿 | 0.08% | 2,157,622 | 2,149,783 | 27,424.2% | $1.76亿 | 加仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH | $1.77亿 | 0.08% | 5,426,564 | 1,244,368 | 29.8% | $4,051.82万 | 加仓 |
| GEV | GE VERNOVA INC | $1.77亿 | 0.08% | 207,057 | 173,259 | 512.6% | $1.48亿 | 加仓 |
| KLAC | KLA CORP | $1.75亿 | 0.08% | 121,580 | 116,133 | 2,132.1% | $1.68亿 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.72亿 | 0.08% | 1,201,510 | 514,150 | 74.8% | $7,355.49万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE-TRADED FD | $1.69亿 | 0.08% | 3,042,219 | 517,482 | 20.5% | $2,874.60万 | 加仓 |
| AME | AMETEK INC | $1.67亿 | 0.08% | 795,422 | 643,034 | 422.0% | $1.35亿 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1.65亿 | 0.08% | 1,369,123 | 1,260,875 | 1,164.8% | $1.52亿 | 加仓 |
| CRM | SALESFORCE INC | $1.65亿 | 0.08% | 915,072 | 388,070 | 73.6% | $6,976.54万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $1.64亿 | 0.08% | 2,048,234 | 1,303,344 | 175.0% | $1.04亿 | 加仓 |
| ABBV | ABBVIE INCORPORATED | $1.63亿 | 0.08% | 777,405 | 491,617 | 172.0% | $1.03亿 | 加仓 |
| NFLX | NETFLIX COM INC | $1.63亿 | 0.08% | 1,738,673 | 1,080,052 | 164.0% | $1.01亿 | 加仓 |
| PULS | PGIM ETF TR | $1.61亿 | 0.08% | 3,238,063 | 520,716 | 19.2% | $2,585.88万 | 加仓 |
| PAAA | PGIM ETF TR | $1.61亿 | 0.08% | 3,127,790 | 674,337 | 27.5% | $3,464.74万 | 加仓 |
| CAT | CATERPILLAR INC | $1.60亿 | 0.08% | 229,707 | 110,743 | 93.1% | $7,703.19万 | 加仓 |
| SCHW | CHARLES SCHWAB CORP | $1.57亿 | 0.08% | 1,702,694 | 1,601,362 | 1,580.3% | $1.48亿 | 加仓 |
| AMAT | APPLIED MATLS INC | $1.57亿 | 0.08% | 465,418 | 300,052 | 181.4% | $1.01亿 | 加仓 |
| MPC | MARATHON PETE CORP | $1.56亿 | 0.08% | 621,765 | 249,009 | 66.8% | $6,259.38万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1.56亿 | 0.07% | 1,501,209 | 995,300 | 196.7% | $1.03亿 | 加仓 |
| TJX | TJX COMPANIES INC NEW | $1.54亿 | 0.07% | 986,901 | 548,013 | 124.9% | $8,536.42万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1.53亿 | 0.07% | 249,653 | 68,456 | 37.8% | $4,207.78万 | 加仓 |
| C | CITIGROUP INC | $1.52亿 | 0.07% | 1,416,827 | 1,150,065 | 431.1% | $1.24亿 | 加仓 |
| BA | BOEING CO | $1.51亿 | 0.07% | 790,673 | 633,543 | 403.2% | $1.21亿 | 加仓 |
| RIO | RIO TINTO PLC | $1.50亿 | 0.07% | 1,725,801 | 1,678,725 | 3,566.0% | $1.45亿 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.49亿 | 0.07% | 329,419 | 280,181 | 569.0% | $1.27亿 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.48亿 | 0.07% | 414,402 | 309,049 | 293.3% | $1.10亿 | 加仓 |
| ENB | ENBRIDGE INC | $1.47亿 | 0.07% | 2,696,635 | 848,541 | 45.9% | $4,631.04万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1.46亿 | 0.07% | 1,591,960 | 663,911 | 71.5% | $6,076.94万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1.45亿 | 0.07% | 4,791,027 | 1,296,395 | 37.1% | $3,936.33万 | 加仓 |
| E | ENI SPA | $1.45亿 | 0.07% | 2,634,185 | 2,622,940 | 23,325.4% | $1.45亿 | 加仓 |
| PGR | PROGRESSIVE CORPORATION | $1.45亿 | 0.07% | 728,175 | 691,037 | 1,860.7% | $1.37亿 | 加仓 |
| CBRE | CBRE GROUP INC | $1.45亿 | 0.07% | 1,097,438 | 1,088,372 | 12,005.0% | $1.43亿 | 加仓 |
| BSV | VANGUARD SHORT TERM BD ETF | $1.43亿 | 0.07% | 1,832,755 | 303,802 | 19.9% | $2,374.07万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.42亿 | 0.07% | 547,071 | 429,594 | 365.7% | $1.11亿 | 加仓 |
| HDV | ISHARES TR | $1.41亿 | 0.07% | 1,046,437 | 174,957 | 20.1% | $2,359.24万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND | $1.40亿 | 0.07% | 2,105,680 | 536,376 | 34.2% | $3,576.55万 | 加仓 |
| UNP | UNION PAC CORP | $1.40亿 | 0.07% | 584,838 | 359,890 | 160.0% | $8,597.59万 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL | $1.39亿 | 0.07% | 1,631,663 | 341,296 | 26.4% | $2,916.73万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1.38亿 | 0.07% | 842,797 | 639,799 | 315.2% | $1.05亿 | 加仓 |
| WM | WASTE MANAGEMENT INC | $1.38亿 | 0.07% | 612,049 | 563,959 | 1,172.7% | $1.27亿 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U S STK | $1.38亿 | 0.07% | 990,403 | 253,274 | 34.4% | $3,520.10万 | 加仓 |
| DFIV | DIMENSIONAL ETF TR | $1.36亿 | 0.07% | 2,647,604 | 863,679 | 48.4% | $4,425.58万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET | $1.33亿 | 0.06% | 663,735 | 390,518 | 142.9% | $7,850.52万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $1.33亿 | 0.06% | 2,019,351 | 318,534 | 18.7% | $2,095.96万 | 加仓 |
| MOAT | VANECK ETF TR | $1.30亿 | 0.06% | 1,378,573 | 139,689 | 11.3% | $1,317.13万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.28亿 | 0.06% | 159,643 | 113,703 | 247.5% | $9,134.15万 | 加仓 |
| UBS | UBS GROUP AG | $1.28亿 | 0.06% | 3,518,000 | 3,476,613 | 8,400.3% | $1.27亿 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $1.27亿 | 0.06% | 2,532,286 | 1,030,482 | 68.6% | $5,184.26万 | 加仓 |
| DHR | DANAHER CORP DEL | $1.27亿 | 0.06% | 699,531 | 540,880 | 340.9% | $9,843.21万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1.26亿 | 0.06% | 212,917 | 212,037 | 24,095.1% | $1.26亿 | 加仓 |
| GLD | SPDR GOLD TR | $1.25亿 | 0.06% | 301,930 | 47,063 | 18.5% | $1,951.75万 | 加仓 |
| MRSH | MARSH | $1.22亿 | 0.06% | 723,789 | 713,289 | 6,793.2% | $1.21亿 | 加仓 |
| PFE | PFIZER INC | $1.22亿 | 0.06% | 4,521,343 | 938,114 | 26.2% | $2,537.59万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE | $1.22亿 | 0.06% | 585,731 | 102,117 | 21.1% | $2,120.50万 | 加仓 |
| DIA | STATE SRT SPDR | $1.21亿 | 0.06% | 268,187 | 35,482 | 15.2% | $1,601.88万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $1.21亿 | 0.06% | 1,321,663 | 1,281,330 | 3,176.9% | $1.17亿 | 加仓 |
| DYNF | BLACKROCK ISHARES U S EQUITY | $1.20亿 | 0.06% | 2,112,526 | 908,821 | 75.5% | $5,164.83万 | 加仓 |
| PCAR | PACCAR INC | $1.19亿 | 0.06% | 1,058,947 | 1,039,178 | 5,256.6% | $1.17亿 | 加仓 |
| — | HONEYWELL INTL INC | $1.19亿 | 0.06% | 534,394 | 291,482 | 120.0% | $6,506.42万 | 加仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $1.18亿 | 0.06% | 1,307,988 | 943,875 | 259.2% | $8,506.43万 | 加仓 |
| MFG | MIZUHO FINL GROUP INC | $1.17亿 | 0.06% | 15,385,842 | 15,369,856 | 96,145.7% | $1.17亿 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1.17亿 | 0.06% | 3,854,996 | 707,568 | 22.5% | $2,153.92万 | 加仓 |
| DG | DOLLAR GEN CORP | $1.17亿 | 0.06% | 997,880 | 435,844 | 77.5% | $5,108.98万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE-TRADED FD | $1.17亿 | 0.06% | 2,153,718 | 439,562 | 25.6% | $2,379.35万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1.16亿 | 0.06% | 509,515 | 480,398 | 1,649.9% | $1.09亿 | 加仓 |
| COWZ | PACER US CASH COWS 100 | $1.14亿 | 0.05% | 1,850,770 | 225,084 | 13.8% | $1,389.44万 | 加仓 |
| RWL | INVESCO EXCHANGE-TRADED FD TR | $1.12亿 | 0.05% | 988,544 | 198,358 | 25.1% | $2,237.65万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1.11亿 | 0.05% | 320,663 | 153,469 | 91.8% | $5,318.96万 | 加仓 |
| JPST | J P MORGAN ULTRA-SHORT INCOME | $1.11亿 | 0.05% | 2,196,693 | 422,098 | 23.8% | $2,132.86万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1.11亿 | 0.05% | 753,724 | 566,272 | 302.1% | $8,337.26万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC | $1.09亿 | 0.05% | 579,333 | 574,679 | 12,348.1% | $1.08亿 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1.09亿 | 0.05% | 122,544 | 89,943 | 275.9% | $7,991.22万 | 加仓 |
| BRO | BROWN & BROWN INC | $1.08亿 | 0.05% | 1,708,136 | 1,633,553 | 2,190.2% | $1.04亿 | 加仓 |
| CGMU | CAPITAL GROUP FXD INCOME | $1.07亿 | 0.05% | 3,950,778 | 1,704,591 | 75.9% | $4,629.64万 | 加仓 |
| HDB | HDFC BANK LTD | $1.07亿 | 0.05% | 4,403,860 | 4,385,716 | 24,171.7% | $1.07亿 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.06亿 | 0.05% | 1,531,937 | 1,487,392 | 3,339.1% | $1.03亿 | 加仓 |
| USMV | ISHARES TR | $1.06亿 | 0.05% | 1,159,498 | 150,723 | 14.9% | $1,373.47万 | 加仓 |
| ORCL | ORACLE CORP | $1.03亿 | 0.05% | 734,691 | 383,825 | 109.4% | $5,372.68万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1.01亿 | 0.05% | 530,391 | 434,632 | 453.9% | $8,274.00万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1.01亿 | 0.05% | 344,554 | 244,370 | 243.9% | $7,144.23万 | 加仓 |
| QCOM | QUALCOMM INC | $1.01亿 | 0.05% | 792,151 | 581,785 | 276.6% | $7,395.53万 | 加仓 |
| MCK | MCKESSON CORP | $1.01亿 | 0.05% | 116,962 | 96,993 | 485.7% | $8,343.16万 | 加仓 |
| ING | ING GROEP N.V. | $1.00亿 | 0.05% | 4,050,874 | 3,969,872 | 4,901.0% | $9,841.69万 | 加仓 |
| WELL | WELLTOWER INC REIT | $9,968.31万 | 0.05% | 509,139 | 378,068 | 288.4% | $7,402.10万 | 加仓 |