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
— DEFI DEV CORP $90.00%14 00.0% — 不变
— PAVMED INC $90.00%1 1— $9 新建仓
— ACCURAY INC CALIF $90.00%24 24— $9 新建仓
— FUSION FUEL GREEN PLC $80.00%3 00.0% — 不变
— CELLECTAR BIOSCIENCES INC $80.00%3 00.0% — 不变
— GLOBUS MARITIME LTD $80.00%4 00.0% — 不变
IHS IHS HLDG LTD $80.00%1 1— $8 新建仓
— Q/C TECHNOLOGIES INC $70.00%2 00.0% — 不变
— BEYOND AIR INC $70.00%10 00.0% — 不变
— XCF GLOBAL INC $70.00%17 17— $7 新建仓
— GEN RESTAURANT GROUP INC $60.00%3 00.0% — 不变
— INVESCO TR INVESTMENT GRADE $60.00%1 1— $6 新建仓
— TRAWS PHARMA INC $40.00%2 2— $4 新建仓
— SUPER LEAGUE ENTERPRISE INC $40.00%1 1— $4 新建仓
— STEAKHOLDER FOODS LTD $30.00%2 00.0% — 不变
— AYTU BIOPHARMA INC $30.00%1 00.0% — 不变
— ENVOY MED INC $30.00%5 00.0% — 不变
— HEALTHY CHOICE WELLNESS CORP $20.00%7 -42-85.7% -$12 减仓
— TUHURA BIOSCIENCES INC $20.00%1 1— $2 新建仓
— MAXEON SOLAR TECHNOLOGIES LTD $10.00%1 00.0% — 不变
— ALLARITY THERAPEUTICS INC $10.00%1 1— $1 新建仓
— CHERRY HILL MORTGAGE $10.00%1 1— $1 新建仓
AZN ASTRAZENECA PLC SPONSORED ADR $00.00%0 -29,832-100.0% -$548.48万 清仓
— COMERICA INC $00.00%0 -22,342-100.0% -$194.22万 清仓
— PINNACLE FINANCIAL PARTNERS $00.00%0 -18,419-100.0% -$175.74万 清仓
— INVESCO EXCHANGE-TRADED FD TR $00.00%0 -28,051-100.0% -$151.52万 清仓
— CYBER ARK SOFTWARE LTD $00.00%0 -2,411-100.0% -$107.55万 清仓
— AMCOR PLC $00.00%0 -19,732-100.0% -$82.28万 清仓
— REV GROUP INC $00.00%0 -9,004-100.0% -$54.75万 清仓
— EXACT SCIENCES CORP $00.00%0 -5,141-100.0% -$52.21万 清仓
— SYNOVUS FINANCIAL CORP $00.00%0 -4,679-100.0% -$23.42万 清仓
NYM AB ACTIVE ETFS INC $00.00%0 -8,263-100.0% -$20.66万 清仓
JMBS JANUS DETROIT STR TR $00.00%0 -3,150-100.0% -$14.39万 清仓
INFL LISTED FDS TR $00.00%0 —— — 申报中断
— CADENCE BK $00.00%0 -2,806-100.0% -$12.02万 清仓
DSTL ETF SER SOLUTIONS $00.00%0 -1,859-100.0% -$10.95万 清仓
— NUVEEN CALIFORNIA SELECT TAX $00.00%0 -7,165-100.0% -$9.46万 清仓
— QIAGEN NV $00.00%0 -1,986-100.0% -$8.93万 清仓
MSLC MORGAN STANLEY PATHWAY FDS $00.00%0 -1,588-100.0% -$8.64万 清仓
— ALDEYRA THERAPEUTICS INC $00.00%0 -15,000-100.0% -$7.77万 清仓
— CIVITAS RES INC $00.00%0 -2,725-100.0% -$7.38万 清仓
PHYS SPROTT PHYSICAL GOLD TRUST $00.00%0 —— — 申报中断
— SHP ETF TR $00.00%0 -2,259-100.0% -$7.06万 清仓
NVDL GRANITESHARES ETF TR $00.00%0 -732-100.0% -$6.44万 清仓
VGUS VANGUARD INSTL INDEX FD $00.00%0 -781-100.0% -$5.89万 清仓
— CONFLUENT INC $00.00%0 -1,903-100.0% -$5.75万 清仓
IMTM ISHARES MSCI INTL MOMENTUM $00.00%0 —— — 申报中断
SCHQ SCHWAB STRATEGIC TR $00.00%0 -1,704-100.0% -$5.40万 清仓
BBUS J P MORGAN EXCHANGE-TRADED FD $00.00%0 -412-100.0% -$5.08万 清仓
FSCO FS GLOBAL CREDIT OPPORTUNITIES $00.00%0 -7,824-100.0% -$4.93万 清仓
— DYNAVAX TECHNOLOGIES CORP $00.00%0 -3,201-100.0% -$4.92万 清仓
MAGS LISTED FDS TR $00.00%0 -721-100.0% -$4.76万 清仓
— POTLATCHDELTIC CORPORATION $00.00%0 -1,158-100.0% -$4.61万 清仓
— NEW GOLD INC CDA $00.00%0 -5,256-100.0% -$4.58万 清仓
RQI COHEN & STEERS QUALITY INCOME $00.00%0 -4,000-100.0% -$4.57万 清仓
— HILLENBRAND INC $00.00%0 -1,352-100.0% -$4.29万 清仓
XFFCX FLAHERTY & CRUMRINE PFD AND $00.00%0 -2,432-100.0% -$4.02万 清仓
— GRAY MEDIA INC $00.00%0 -3,289-100.0% -$3.95万 清仓
— FUBOTV INC $00.00%0 -15,561-100.0% -$3.92万 清仓
— TREEHOUSE FOODS INC $00.00%0 -1,572-100.0% -$3.71万 清仓
— DIREXION SHS ETF TR $00.00%0 -500-100.0% -$3.68万 清仓
BUFQ FIRST TR EXCHANGE TRADED FD $00.00%0 -980-100.0% -$3.51万 清仓
— NEOS ETF TR $00.00%0 -1,105-100.0% -$3.32万 清仓
FCG FIRST TRUST NATURAL GAS $00.00%0 -1,313-100.0% -$3.07万 清仓
— ALEXANDER & BALDWIN INC NEW $00.00%0 -1,469-100.0% -$3.03万 清仓
— SCHWAB STRATEGIC TR $00.00%0 -505-100.0% -$3.03万 清仓
IDMO INVESCO EXCHANGE-TRADED FD TR $00.00%0 —— — 申报中断
FLGV FRANKLIN TEMPLETON ETF TR $00.00%0 -1,420-100.0% -$2.91万 清仓
KROS KEROS THERAPEUTICS INC $00.00%0 —— — 申报中断
— SEMLER SCIENTIFIC INC $00.00%0 -1,680-100.0% -$2.57万 清仓
— FRONTIER COMMUNICATIONS PARENT $00.00%0 -640-100.0% -$2.44万 清仓
— TEGNA INC $00.00%0 -1,222-100.0% -$2.37万 清仓
QCRH QCR HLDGS INC $00.00%0 -268-100.0% -$2.23万 清仓
— PLYMOUTH INDUSTRIAL REIT INC $00.00%0 -1,016-100.0% -$2.22万 清仓
— FIRST TR EXHCANGE-TRADED FD VI $00.00%0 -360-100.0% -$2.14万 清仓
— AVIDITY BIOSCIENCES INC $00.00%0 -284-100.0% -$2.05万 清仓
— J P MORGAN EXCHANGE-TRADED FD $00.00%0 -504-100.0% -$2.03万 清仓
FSSL FS SPECIALTY LENDING FD NEW $00.00%0 -1,424-100.0% -$2.01万 清仓
— ANYWHERE REAL ESTATE INC $00.00%0 -1,318-100.0% -$1.87万 清仓
SCHI SCHWAB STRATEGIC TR 5-10 YR $00.00%0 —— — 申报中断
— ONESTREAM INC $00.00%0 -974-100.0% -$1.79万 清仓
PREF PRINCIPAL EXCHANGE-TRADED FDS $00.00%0 -933-100.0% -$1.78万 清仓
LRGC AB ACTIVE ETFS INC $00.00%0 -226-100.0% -$1.76万 清仓
MSSM MORGAN STANLEY PATHWAY FDS $00.00%0 -344-100.0% -$1.74万 清仓
— FRANKLIN LIMITED DURATION $00.00%0 -2,340-100.0% -$1.44万 清仓
BUFS FIRST TR EXCHANGE-TRADED FD $00.00%0 -628-100.0% -$1.43万 清仓
— TORTOISE CAP SER TR $00.00%0 -700-100.0% -$1.43万 清仓
HYT BLACKROCK CORPORATE HIGH YIELD $00.00%0 -1,550-100.0% -$1.38万 清仓
— MFS INTERMEDIATE INCOME TR MA $00.00%0 -5,269-100.0% -$1.38万 清仓
— INDIVIOR PLC $00.00%0 -356-100.0% -$1.28万 清仓
— BARINGS GLOBAL SHORT DURATION $00.00%0 -850-100.0% -$1.28万 清仓
KOD KODIAK SCIENCES INC $00.00%0 -420-100.0% -$1.17万 清仓
SPBO SPDR SER TR SS SPDR PORTFOLIO $00.00%0 —— — 申报中断
SKOR FLEXSHARES CREDIT-SCORED US $00.00%0 -233-100.0% -$1.14万 清仓
— OLYMPIC STL INC $00.00%0 -264-100.0% -$1.13万 清仓
— FORGE GLOBAL HLDGS INC $00.00%0 -250-100.0% -$1.11万 清仓
CCB COASTAL FINL CORP WA $00.00%0 —— — 申报中断
— DAYFORCE INC $00.00%0 -156-100.0% -$1.08万 清仓
— AVADEL PHARMACEUTICALS PLC $00.00%0 -500-100.0% -$1.08万 清仓
— MIDDLEFIELD BANC CORP NEW $00.00%0 -303-100.0% -$1.05万 清仓