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 |
|---|---|---|---|---|---|---|---|---|
| ETN | EATON CORP PLC | $2.66亿 | 0.11% | 659,078 | 64,194 | 10.8% | $2,586.30万 | 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 |
| SPHQ | INVESCO EXCHANGE-TRADED FD TR | $2.58亿 | 0.10% | 2,968,361 | 500,704 | 20.3% | $4,348.61万 | 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 |
| ABBV | ABBVIE INCORPORATED | $2.50亿 | 0.10% | 988,813 | 211,408 | 27.2% | $5,355.47万 | 加仓 |
| CSCO | CISCO SYS INC | $2.45亿 | 0.10% | 2,149,133 | 100,899 | 4.9% | $1,148.19万 | 加仓 |
| GEV | GE VERNOVA INC | $2.45亿 | 0.10% | 233,947 | 26,890 | 13.0% | $2,811.02万 | 加仓 |
| WMT | WALMART INC | $2.44亿 | 0.10% | 2,108,692 | 628,052 | 42.4% | $7,263.29万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.37亿 | 0.09% | 463,287 | -42,753 | -8.4% | -$2,189.89万 | 减仓 |
| HD | HOME DEPOT INC | $2.36亿 | 0.09% | 677,273 | -54,064 | -7.4% | -$1,886.38万 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH | $2.35亿 | 0.09% | 1,927,184 | -150,060 | -7.2% | -$1,832.54万 | 减仓 |
| CB | CHUBB LIMITED | $2.31亿 | 0.09% | 676,017 | 38,732 | 6.1% | $1,322.46万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2.30亿 | 0.09% | 752,974 | -750 | -0.1% | -$22.86万 | 减仓 |
| VBK | VANGUARD SMALL CAP GROWTH ETF | $2.28亿 | 0.09% | 638,366 | 21,303 | 3.5% | $761.92万 | 加仓 |
| BLK | BLACKROCK INC NEW | $2.28亿 | 0.09% | 236,624 | 26,879 | 12.8% | $2,592.37万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $2.24亿 | 0.09% | 1,743,676 | 133,206 | 8.3% | $1,709.03万 | 加仓 |
| ROST | ROSS STORES INC | $2.22亿 | 0.09% | 1,040,466 | -268,287 | -20.5% | -$5,721.42万 | 减仓 |
| ACGL | ARCH CAPITAL GROUP NEW | $2.21亿 | 0.09% | 2,269,585 | 155,554 | 7.4% | $1,517.27万 | 加仓 |
| PAAA | PGIM ETF TR | $2.20亿 | 0.09% | 4,279,043 | 1,151,253 | 36.8% | $5,924.33万 | 加仓 |
| MCD | MCDONALDS CORP | $2.18亿 | 0.09% | 806,975 | -45,716 | -5.4% | -$1,233.29万 | 减仓 |
| C | CITIGROUP INC | $2.17亿 | 0.09% | 1,534,134 | 117,307 | 8.3% | $1,662.83万 | 加仓 |
| TTE | TOTALENERGIES SE | $2.17亿 | 0.09% | 2,823,517 | 206,552 | 7.9% | $1,585.81万 | 加仓 |
| NWG | NATWEST GROUP PLC | $2.15亿 | 0.09% | 12,497,549 | 19,369 | 0.2% | $33.35万 | 加仓 |
| LOW | LOWES COMPANIES INC | $2.08亿 | 0.08% | 936,498 | -7,708 | -0.8% | -$171.34万 | 减仓 |
| PULS | PGIM ETF TR | $2.06亿 | 0.08% | 4,147,919 | 909,856 | 28.1% | $4,521.98万 | 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 |
| RDVY | FIRST TRUST RISING DIVIDEND | $2.03亿 | 0.08% | 2,562,816 | 457,136 | 21.7% | $3,624.63万 | 加仓 |
| UBS | UBS GROUP AG | $2.03亿 | 0.08% | 4,128,651 | 610,651 | 17.4% | $2,997.71万 | 加仓 |
| 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 |
| COP | CONOCOPHILLIPS | $1.92亿 | 0.08% | 1,812,825 | 45,985 | 2.6% | $487.01万 | 加仓 |
| NGG | NATIONAL GRID PLC | $1.89亿 | 0.08% | 2,272,626 | 115,004 | 5.3% | $954.65万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.88亿 | 0.08% | 3,479,895 | 832,291 | 31.4% | $4,484.53万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1.87亿 | 0.07% | 1,036,386 | 193,589 | 23.0% | $3,499.56万 | 加仓 |
| CVS | CVS HEALTH CORP | $1.87亿 | 0.07% | 1,791,866 | 383,604 | 27.2% | $4,002.45万 | 加仓 |
| BCS | BARCLAYS PLC ADR | $1.87亿 | 0.07% | 6,994,045 | -1,896,140 | -21.3% | -$5,066.51万 | 减仓 |
| MDT | MEDTRONIC PLC | $1.83亿 | 0.07% | 2,270,401 | -967,019 | -29.9% | -$7,815.41万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $1.82亿 | 0.07% | 2,457,335 | 437,984 | 21.7% | $3,248.97万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1.81亿 | 0.07% | 1,573,727 | 643,589 | 69.2% | $7,383.06万 | 加仓 |
| AME | AMETEK INCORPORATED NEW | $1.79亿 | 0.07% | 753,450 | -41,972 | -5.3% | -$997.96万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC | $1.79亿 | 0.07% | 627,131 | 96,740 | 18.2% | $2,762.19万 | 加仓 |
| UNP | UNION PACIFIC CORP | $1.78亿 | 0.07% | 663,055 | 78,217 | 13.4% | $2,099.68万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1.78亿 | 0.07% | 2,009,730 | 417,770 | 26.2% | $3,697.45万 | 加仓 |
| RIO | RIO TINTO PLC ADR | $1.75亿 | 0.07% | 1,867,120 | 141,319 | 8.2% | $1,324.73万 | 加仓 |
| HDV | ISHARES TRUST HIGH DIVIDEND | $1.75亿 | 0.07% | 6,282,053 | 1,049,868 | 20.1% | $2,923.60万 | 加仓 |
| MPC | MARATHON PETE CORP | $1.75亿 | 0.07% | 687,912 | 66,147 | 10.6% | $1,681.22万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.74亿 | 0.07% | 170,305 | 10,662 | 6.7% | $1,087.02万 | 加仓 |
| NOW | SERVICENOW INC | $1.72亿 | 0.07% | 1,752,152 | -104,133 | -5.6% | -$1,024.59万 | 减仓 |
| BA | BOEING CO | $1.72亿 | 0.07% | 793,305 | 2,632 | 0.3% | $57.18万 | 加仓 |
| PEP | PEPSICO INC | $1.72亿 | 0.07% | 1,217,374 | -37,266 | -3.0% | -$525.45万 | 减仓 |
| VIGI | VANGUARD INTERNATIONAL | $1.71亿 | 0.07% | 1,840,928 | 209,265 | 12.8% | $1,945.98万 | 加仓 |
| MS | MORGAN STANLEY | $1.69亿 | 0.07% | 794,874 | 190,805 | 31.6% | $4,045.30万 | 加仓 |
| ENB | ENBRIDGE INC | $1.66亿 | 0.07% | 2,946,871 | 250,236 | 9.3% | $1,406.97万 | 加仓 |
| DHR | DANAHER CORP DEL | $1.65亿 | 0.07% | 843,981 | 144,450 | 20.6% | $2,830.61万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1.65亿 | 0.07% | 484,003 | 139,449 | 40.5% | $4,746.12万 | 加仓 |
| PGR | PROGRESSIVE CORPORATION | $1.65亿 | 0.07% | 734,298 | 6,123 | 0.8% | $137.35万 | 加仓 |
| BSV | VANGUARD SHORT TERM BD ETF | $1.64亿 | 0.07% | 2,101,516 | 268,761 | 14.7% | $2,097.10万 | 加仓 |
| MFG | MIZUHO FINL GROUP INC | $1.63亿 | 0.07% | 16,833,587 | 1,447,745 | 9.4% | $1,405.75万 | 加仓 |
| HIMU | BLACKROCK ETF TR II | $1.59亿 | 0.06% | 3,191,614 | 1,307,669 | 69.4% | $6,498.80万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS | $1.58亿 | 0.06% | 571,902 | 176,459 | 44.6% | $4,889.96万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TRUST US | $1.58亿 | 0.06% | 4,932,758 | 1,077,762 | 28.0% | $3,458.42万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE-TRADED FD | $1.58亿 | 0.06% | 3,124,556 | 1,704,781 | 120.1% | $8,629.64万 | 加仓 |
| RWL | INVESCO EXCHANGE-TRADED FD TR | $1.57亿 | 0.06% | 1,231,922 | 243,378 | 24.6% | $3,110.86万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET | $1.57亿 | 0.06% | 650,983 | -12,752 | -1.9% | -$308.26万 | 减仓 |
| ING | ING GROEP N V ADR | $1.56亿 | 0.06% | 5,077,640 | 1,026,766 | 25.3% | $3,160.43万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE-TRADED FD | $1.55亿 | 0.06% | 2,605,719 | 452,001 | 21.0% | $2,685.79万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.54亿 | 0.06% | 1,367,597 | 166,087 | 13.8% | $1,875.65万 | 加仓 |
| BX | BLACKSTONE INC | $1.53亿 | 0.06% | 1,321,572 | 534,410 | 67.9% | $6,167.18万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1.51亿 | 0.06% | 292,057 | 23,870 | 8.9% | $1,235.93万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $1.51亿 | 0.06% | 5,493,642 | 1,542,864 | 39.1% | $4,242.76万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1.49亿 | 0.06% | 943,743 | -425,380 | -31.1% | -$6,706.57万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $1.49亿 | 0.06% | 552,342 | 42,827 | 8.4% | $1,151.49万 | 加仓 |
| LRCX | LAM RESH CORP | $1.47亿 | 0.06% | 387,867 | 101,703 | 35.5% | $3,856.08万 | 加仓 |
| SMH | VANECK ETF TR | $1.47亿 | 0.06% | 239,789 | 46,338 | 24.0% | $2,834.38万 | 加仓 |
| CBRE | CBRE GROUP INC | $1.46亿 | 0.06% | 1,065,606 | -31,832 | -2.9% | -$437.37万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE | $1.45亿 | 0.06% | 641,496 | 55,765 | 9.5% | $1,263.25万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1.44亿 | 0.06% | 2,368,033 | 890,496 | 60.3% | $5,397.32万 | 加仓 |
| SCHW | CHARLES SCHWAB CORP | $1.43亿 | 0.06% | 1,582,419 | -120,275 | -7.1% | -$1,090.62万 | 减仓 |
| INTC | INTEL CORP | $1.43亿 | 0.06% | 1,114,835 | 108,849 | 10.8% | $1,397.35万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1.41亿 | 0.06% | 226,474 | 13,557 | 6.4% | $846.38万 | 加仓 |
| MOAT | VANECK ETF TR | $1.40亿 | 0.06% | 1,360,250 | -18,323 | -1.3% | -$188.95万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1.40亿 | 0.06% | 238,507 | 26,019 | 12.2% | $1,527.00万 | 加仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $1.40亿 | 0.06% | 1,562,085 | 254,097 | 19.4% | $2,276.43万 | 加仓 |
| XMMO | INVESCO EXCHANGE-TRADED FD TR | $1.40亿 | 0.06% | 835,694 | 275,266 | 49.1% | $4,598.87万 | 加仓 |
| CGIE | CAPITAL GROUP INTL EQUITY ETF | $1.37亿 | 0.06% | 3,779,104 | 1,172,198 | 45.0% | $4,263.32万 | 加仓 |
| ORCL | ORACLE CORP | $1.37亿 | 0.05% | 925,049 | 190,358 | 25.9% | $2,826.12万 | 加仓 |
| TJX | TJX COMPANIES INC NEW | $1.36亿 | 0.05% | 876,558 | -110,343 | -11.2% | -$1,708.74万 | 减仓 |
| DIS | DISNEY WALT CO | $1.36亿 | 0.05% | 1,373,777 | 310,714 | 29.2% | $3,067.64万 | 加仓 |
| IBM | IBM | $1.35亿 | 0.05% | 497,429 | 76,460 | 18.2% | $2,079.23万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA | $1.35亿 | 0.05% | 5,545,925 | 769,851 | 16.1% | $1,876.13万 | 加仓 |
| NFLX | NETFLIX INC. | $1.35亿 | 0.05% | 1,831,660 | 92,987 | 5.3% | $685.60万 | 加仓 |
| JPST | J P MORGAN ULTRA-SHORT INCOME | $1.35亿 | 0.05% | 2,667,552 | 470,859 | 21.4% | $2,381.13万 | 加仓 |
| TD | TORONTO DOMINION BK | $1.34亿 | 0.05% | 1,122,074 | -199,589 | -15.1% | -$2,387.51万 | 减仓 |
| COWZ | PACER US CASH COWS 100 | $1.32亿 | 0.05% | 2,102,044 | 251,274 | 13.6% | $1,583.53万 | 加仓 |
| SCHX | SCHWAB US LARGE CAP | $1.30亿 | 0.05% | 4,524,404 | 1,168,165 | 34.8% | $3,367.64万 | 加仓 |
| QCOM | QUALCOMM INC | $1.30亿 | 0.05% | 687,070 | -105,081 | -13.3% | -$1,989.86万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1.30亿 | 0.05% | 255,966 | 6,313 | 2.5% | $320.44万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $1.28亿 | 0.05% | 2,758,725 | 226,439 | 8.9% | $1,053.23万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $1.27亿 | 0.05% | 215,914 | 33,135 | 18.1% | $1,954.76万 | 加仓 |
| WELL | WELLTOWER INC | $1.27亿 | 0.05% | 557,265 | 48,126 | 9.5% | $1,094.03万 | 加仓 |
| USB | US BANCORP | $1.26亿 | 0.05% | 2,068,489 | 458,732 | 28.5% | $2,794.07万 | 加仓 |