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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX TR | $165.71亿 | 7.96% | 39,228,809 | -153,174 | -0.4% | -$6,470.55万 | 减仓 |
| AGG | ISHARES CORE US AGGREGATE BOND | $130.26亿 | 6.26% | 132,174,808 | -6,383,989 | -4.6% | -$6.29亿 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $120.55亿 | 5.79% | 18,924,918 | 575,630 | 3.1% | $3.67亿 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $99.70亿 | 4.79% | 17,095,668 | 2,657,523 | 18.4% | $15.50亿 | 加仓 |
| VTV | VANGUARD INDEX TR | $99.24亿 | 4.77% | 51,321,269 | -3,951,795 | -7.1% | -$7.64亿 | 减仓 |
| IEFA | ISHARES TR | $94.95亿 | 4.56% | 108,462,596 | 7,829,374 | 7.8% | $6.85亿 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP | $88.73亿 | 4.26% | 92,963,542 | 14,042,687 | 17.8% | $13.40亿 | 加仓 |
| SPYM | SPDR SER TR | $82.61亿 | 3.97% | 110,682,000 | 53,107,838 | 92.2% | $39.64亿 | 加仓 |
| VO | VANGUARD MID CAP ETF | $74.31亿 | 3.57% | 26,272,163 | 4,782,958 | 22.3% | $13.53亿 | 加仓 |
| VV | VANGUARD INDEX TRUST | $54.38亿 | 2.61% | 18,664,465 | 825,260 | 4.6% | $2.40亿 | 加仓 |
| SCZ | ISHARES | $37.56亿 | 1.81% | 49,428,037 | 14,342,867 | 40.9% | $10.90亿 | 加仓 |
| IUSB | ISHARES TR | $36.51亿 | 1.75% | 79,586,891 | 3,022,787 | 3.9% | $1.39亿 | 加仓 |
| IWB | ISHARES RUSSELL 1000 | $36.37亿 | 1.75% | 10,453,379 | -1,124,576 | -9.7% | -$3.91亿 | 减仓 |
| USHY | ISHARES BROAD USD HIGH YIELD | $34.75亿 | 1.67% | 95,360,826 | 7,349,728 | 8.4% | $2.68亿 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED | $34.17亿 | 1.64% | 54,998,602 | 2,090,116 | 4.0% | $1.30亿 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $29.34亿 | 1.41% | 30,361,872 | -579,230 | -1.9% | -$5,597.11万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $24.20亿 | 1.16% | 19,864,667 | 3,603,962 | 22.2% | $4.39亿 | 加仓 |
| AAPL | APPLE INC | $20.98亿 | 1.01% | 8,423,796 | 5,550,759 | 193.2% | $13.82亿 | 加仓 |
| NVDA | NVIDIA CORP | $20.16亿 | 0.97% | 12,018,453 | 7,503,923 | 166.2% | $12.59亿 | 加仓 |
| DFIS | DIMENSIONAL ETF TR | $19.22亿 | 0.92% | 58,747,186 | 12,990,302 | 28.4% | $4.25亿 | 加仓 |
| MSFT | MICROSOFT CORP | $18.14亿 | 0.87% | 5,077,240 | 3,399,542 | 202.6% | $12.15亿 | 加仓 |
| AMZN | AMAZON COM INC | $17.00亿 | 0.82% | 8,516,303 | 5,183,834 | 155.6% | $10.35亿 | 加仓 |
| GOOGL | ALPHABET INC | $16.28亿 | 0.78% | 5,922,207 | 3,100,623 | 109.9% | $8.52亿 | 加仓 |
| IEMG | ISHARES INC | $13.62亿 | 0.65% | 20,057,125 | 1,488,450 | 8.0% | $1.01亿 | 加仓 |
| AVGO | BROADCOM INC | $11.33亿 | 0.54% | 3,762,687 | 2,160,650 | 134.9% | $6.51亿 | 加仓 |
| IWS | ISHARES RUSSELL MIDCAP VALUE | $11.03亿 | 0.53% | 7,702,234 | -2,006,111 | -20.7% | -$2.87亿 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH | $10.14亿 | 0.49% | 6,741,171 | 1,385,485 | 25.9% | $2.08亿 | 加仓 |
| DGRO | ISHARES TR | $8.32亿 | 0.40% | 12,067,891 | 2,077,934 | 20.8% | $1.43亿 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $7.91亿 | 0.38% | 3,415,137 | 635,757 | 22.9% | $1.47亿 | 加仓 |
| IUSV | ISHARES CORE S&P U.S VALUE | $7.68亿 | 0.37% | 7,651,770 | 1,234,205 | 19.2% | $1.24亿 | 加仓 |
| VB | VANGUARD INDEX TRUST | $7.63亿 | 0.37% | 2,976,080 | 476,269 | 19.1% | $1.22亿 | 加仓 |
| META | META PLATFORMS INC | $7.36亿 | 0.35% | 1,394,773 | 891,636 | 177.2% | $4.70亿 | 加仓 |
| OEF | ISHARES S&P 100 FUND | $6.72亿 | 0.32% | 2,174,537 | -7,857 | -0.4% | -$242.92万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $6.14亿 | 0.30% | 961,155 | 86,439 | 9.9% | $5,526.19万 | 加仓 |
| EFA | ISHARES MSCI EAFE FUND | $5.97亿 | 0.29% | 6,354,951 | 3,362,336 | 112.4% | $3.16亿 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.86亿 | 0.28% | 1,793,762 | 1,555,852 | 654.0% | $5.08亿 | 加仓 |
| LLY | ELI LILLY & CO | $5.73亿 | 0.28% | 650,867 | 414,956 | 175.9% | $3.65亿 | 加仓 |
| VOE | VANGUARD INDEX TR | $5.71亿 | 0.27% | 3,133,089 | 505,987 | 19.3% | $9,218.98万 | 加仓 |
| V | VISA INC CL A | $5.63亿 | 0.27% | 1,902,811 | 1,203,131 | 172.0% | $3.56亿 | 加仓 |
| CGDV | CAPITAL GROUP DIVID VALUE ETF | $5.62亿 | 0.27% | 13,483,605 | 3,150,433 | 30.5% | $1.31亿 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5.58亿 | 0.27% | 1,966,359 | 834,820 | 73.8% | $2.37亿 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE | $5.55亿 | 0.27% | 2,641,153 | 1,133,838 | 75.2% | $2.38亿 | 加仓 |
| IJH | ISHARES CORE S&P MID CAP ETF | $5.49亿 | 0.26% | 8,269,770 | 1,442,304 | 21.1% | $9,570.74万 | 加仓 |
| EFV | ISHARES TR MSCI EAFE VALUE | $5.36亿 | 0.26% | 7,441,607 | 671,437 | 9.9% | $4,837.37万 | 加仓 |
| GOOG | ALPHABET INC | $5.15亿 | 0.25% | 1,879,140 | 1,627,064 | 645.5% | $4.46亿 | 加仓 |
| — | EXXON MOBIL CORP | $4.99亿 | 0.24% | 2,917,317 | 2,189,381 | 300.8% | $3.74亿 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH | $4.68亿 | 0.23% | 1,134,310 | 615,334 | 118.6% | $2.54亿 | 加仓 |
| LIN | LINDE PLC | $4.65亿 | 0.22% | 946,497 | 795,739 | 527.8% | $3.91亿 | 加仓 |
| EFG | ISHARES TR | $4.63亿 | 0.22% | 4,299,898 | 424,666 | 11.0% | $4,571.97万 | 加仓 |
| VTEB | VANGUARD TAX EXEMPT BOND INDEX | $4.41亿 | 0.21% | 8,880,433 | 1,925,834 | 27.7% | $9,569.19万 | 加仓 |
| VYM | VANGUARD | $4.35亿 | 0.21% | 2,985,657 | 390,373 | 15.0% | $5,689.51万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION | $4.33亿 | 0.21% | 2,055,747 | 319,559 | 18.4% | $6,735.37万 | 加仓 |
| CVX | CHEVRON CORP | $4.28亿 | 0.21% | 2,031,200 | 985,904 | 94.3% | $2.08亿 | 加仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $4.12亿 | 0.20% | 4,197,675 | 3,220,846 | 329.7% | $3.16亿 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX US | $3.87亿 | 0.19% | 2,718,482 | 1,917,106 | 239.2% | $2.73亿 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $3.75亿 | 0.18% | 9,610,507 | 2,083,021 | 27.7% | $8,128.22万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3.74亿 | 0.18% | 1,551,388 | 732,128 | 89.4% | $1.76亿 | 加仓 |
| IWP | ISHARES RUSSELL MIDCAP GROWTH | $3.56亿 | 0.17% | 2,851,583 | -1,880,400 | -39.7% | -$2.35亿 | 减仓 |
| APH | AMPHENOL CORP | $3.45亿 | 0.17% | 2,787,314 | 2,423,953 | 667.1% | $3.00亿 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR AVANTIS | $3.35亿 | 0.16% | 4,262,711 | 1,215,858 | 39.9% | $9,556.67万 | 加仓 |
| RTX | RTX CORP | $3.34亿 | 0.16% | 1,758,650 | 815,783 | 86.5% | $1.55亿 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.31亿 | 0.16% | 706,009 | 243,689 | 52.7% | $1.14亿 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH | $3.28亿 | 0.16% | 2,990,288 | 140,621 | 4.9% | $1,542.00万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3.23亿 | 0.16% | 573,848 | 90,118 | 18.6% | $5,070.28万 | 加仓 |
| MRK | MERCK & CO INC | $3.18亿 | 0.15% | 2,659,381 | 1,779,735 | 202.3% | $2.13亿 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3.17亿 | 0.15% | 2,218,265 | 1,241,953 | 127.2% | $1.77亿 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $3.12亿 | 0.15% | 2,953,836 | 681,226 | 30.0% | $7,201.51万 | 加仓 |
| BND | VANGUARD TOTAL BD MARKET ETF | $3.08亿 | 0.15% | 4,207,293 | 626,886 | 17.5% | $4,583.86万 | 加仓 |
| BAC | BANK AMERICA CORP | $3.08亿 | 0.15% | 6,537,754 | 5,014,104 | 329.1% | $2.36亿 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $2.92亿 | 0.14% | 7,801,326 | 1,652,180 | 26.9% | $6,193.77万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 | $2.90亿 | 0.14% | 1,191,917 | 152,917 | 14.7% | $3,726.17万 | 加仓 |
| ADI | ANALOG DEVICES INC | $2.85亿 | 0.14% | 925,742 | 738,353 | 394.0% | $2.27亿 | 加仓 |
| MDT | MEDTRONIC PLC | $2.82亿 | 0.14% | 3,237,420 | 2,288,508 | 241.2% | $1.99亿 | 加仓 |
| ROST | ROSS STORES INC | $2.77亿 | 0.13% | 1,308,753 | 1,230,945 | 1,582.0% | $2.61亿 | 加仓 |
| IAGG | ISHARES TR | $2.74亿 | 0.13% | 5,513,003 | 3,095,044 | 128.0% | $1.54亿 | 加仓 |
| NVS | NOVARTIS AG ADR | $2.70亿 | 0.13% | 1,821,796 | 1,625,514 | 828.2% | $2.41亿 | 加仓 |
| TSLA | TESLA INC | $2.68亿 | 0.13% | 741,379 | 349,522 | 89.2% | $1.26亿 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2.64亿 | 0.13% | 1,307,106 | 610,434 | 87.6% | $1.23亿 | 加仓 |
| VOT | VANGUARD INDEX TR | $2.62亿 | 0.13% | 1,036,302 | 153,419 | 17.4% | $3,872.21万 | 加仓 |
| MCD | MCDONALDS CORP | $2.61亿 | 0.13% | 852,691 | 596,758 | 233.2% | $1.83亿 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $2.58亿 | 0.12% | 4,846,903 | 690,143 | 16.6% | $3,670.91万 | 加仓 |
| DE | DEERE & CO | $2.57亿 | 0.12% | 453,252 | 208,111 | 84.9% | $1.18亿 | 加仓 |
| VEU | VANGUARD INTERNATIONAL EQUITY | $2.53亿 | 0.12% | 3,468,500 | 577,420 | 20.0% | $4,212.95万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.51亿 | 0.12% | 1,644,956 | 1,624,900 | 8,101.8% | $2.48亿 | 加仓 |
| KO | COCA-COLA CO | $2.48亿 | 0.12% | 3,276,983 | 2,447,126 | 294.9% | $1.85亿 | 加仓 |
| WFC | WELLS FARGO & CO | $2.48亿 | 0.12% | 3,211,555 | 2,299,780 | 252.2% | $1.78亿 | 加仓 |
| VTI | VANGUARD INDEX TRUST | $2.43亿 | 0.12% | 773,538 | 130,347 | 20.3% | $4,087.25万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE-TRADED FD | $2.40亿 | 0.12% | 2,930,243 | 446,686 | 18.0% | $3,663.72万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.40亿 | 0.12% | 506,040 | 345,310 | 214.8% | $1.64亿 | 加仓 |
| ASML | ASML HLDG NV | $2.39亿 | 0.12% | 183,763 | 156,556 | 575.4% | $2.04亿 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2.38亿 | 0.11% | 241,960 | 104,592 | 76.1% | $1.03亿 | 加仓 |
| BIV | VANGUARD INTER TERM BD ETF | $2.38亿 | 0.11% | 3,109,181 | 648,675 | 26.4% | $4,965.52万 | 加仓 |
| COP | CONOCOPHILLIPS | $2.36亿 | 0.11% | 1,766,840 | 1,452,749 | 462.5% | $1.94亿 | 加仓 |
| HD | HOME DEPOT INC | $2.35亿 | 0.11% | 731,337 | 529,186 | 261.8% | $1.70亿 | 加仓 |
| TTE | TOTALENERGIES SE | $2.35亿 | 0.11% | 2,616,965 | 2,352,042 | 887.8% | $2.11亿 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $2.25亿 | 0.11% | 3,886,821 | 3,766,004 | 3,117.1% | $2.18亿 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH | $2.21亿 | 0.11% | 2,077,244 | 534,582 | 34.7% | $5,677.28万 | 加仓 |
| LOW | LOWES COMPANIES INC | $2.18亿 | 0.10% | 944,206 | 393,573 | 71.5% | $9,087.94万 | 加仓 |
| GE | GE AEROSPACE | $2.15亿 | 0.10% | 761,718 | 646,339 | 560.2% | $1.83亿 | 加仓 |
| ETN | EATON CORP PLC | $2.13亿 | 0.10% | 594,884 | 537,101 | 929.5% | $1.92亿 | 加仓 |