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JONES FINANCIAL COMPANIES LLLP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
JONES FINANCIAL COMPANIES LLLP
报告期 2026-03-31 · CIK 0000815917
持仓数
5,548
前50大市值合计
$153.22B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
增持 142
减持 8
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX TR
+$3.35B
35,058,923
+9%
增持
IVV
ISHARES TR
+$2.28B
16,600,491
+16%
增持
VOO
VANGUARD S&P 500 ETF
+$2.02B
13,185,471
+23%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SPYM
SPDR SERIES TRUST
+$1.17B
44,200,159
+42%
增持
VO
VANGUARD MID CAP ETF
+$1.14B
20,981,556
+14%
增持
IWR
ISHARES TR
+$750.9M
69,710,394
+5%
增持
AGG
ISHARES TR
+$677.8M
145,385,703
+5%
增持
IEFA
ISHARES TRUST CORE MSCI EAFE
+$657.9M
89,703,239
+1%
增持
VV
VANGUARD INDEX TRUST
+$656.6M
16,788,189
+4%
减持
IWM
ISHARES TR
-$549.1M
4,814,006
-39%
增持
IWB
ISHARES TR
+$530.7M
10,828,766
+6%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$320.7M
10,068,578
+47%
增持
NVDA
NVIDIA CORPORATION
+$251.4M
3,751,823
+21%
增持
MSFT
MICROSOFT CORP
+$237.3M
1,315,091
+20%
增持
IUSB
ISHARES TR
+$208.6M
66,774,459
+7%
增持
AMZN
AMAZON COM INC
+$180.7M
2,562,621
+26%
增持
VB
VANGUARD INDEX TRUST
+$177.6M
6,964,529
+5%
增持
AVDV
AMERICAN CENTY ETF TR
+$176.8M
7,776,974
+26%
增持
AVGO
BROADCOM INC
+$172.2M
1,384,762
+16%
增持
QQQM
INVESCO EXCHANGE-TRADED FD TR
+$165.7M
1,815,339
+44%
增持
IWS
ISHARES TR
+$162.8M
10,804,657
+7%
增持
IUSG
ISHARES TR
+$148.6M
6,165,916
+1%
增持
IWP
ISHARES TR
+$147.2M
5,231,840
+8%
增持
GOOGL
ALPHABET INC
+$128.5M
2,293,189
+26%
增持
SCZ
ISHARES TR
+$115.0M
10,635,085
+4%
减持
IVW
ISHARES TR
-$114.0M
2,759,719
-39%
增持
DGRO
ISHARES TR
+$113.4M
7,394,186
+27%
增持
META
META PLATFORMS INC
+$105.7M
366,649
+29%
增持
SPY
SPDR S&P 500 ETF TR UNIT SER I
+$95.5M
773,617
+13%
增持
IUSV
ISHARES TR
+$95.1M
5,698,055
+18%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$88.0M
1,323,831
+120%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$82.4M
5,646,393
+43%
增持
JGRO
J P MORGAN EXCHANGE-TRADED FD
+$80.6M
1,757,166
+86%
减持
IWD
ISHARES TR
-$77.6M
2,037,447
-20%
增持
JPM
JPMORGAN CHASE & CO.
+$76.0M
915,896
+19%
增持
IJH
ISHARES TR
+$76.0M
5,474,798
+21%
增持
DFIS
DIMENSIONAL ETF TRUST
+$74.6M
18,702,026
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$74.1M
1,395,581
+27%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$71.7M
4,591,124
+38%
增持
QQQ
INVESCO QQQ TR
+$71.6M
346,120
+37%
增持
OEF
ISHARES TR
+$69.3M
1,987,578
+0%
增持
USHY
ISHARES TR
+$68.9M
22,299,575
+7%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$54.0M
3,845,225
+46%
增持
VWOB
VANGUARD WHITEHALL FDS
+$53.8M
14,960,468
+4%
增持
IWF
ISHARES TR
+$50.2M
436,446
+18%
减持
EFV
ISHARES TR MSCI EAFE VALUE
-$49.0M
8,424,731
-14%
增持
EFA
ISHARES TR
+$46.6M
3,499,272
+8%
增持
MUB
ISHARES TR
+$45.8M
1,962,716
+30%
增持
JEPI
J P MORGAN EXCHANGE-TRADED FD
+$44.0M
1,446,109
+116%
增持
IEMG
ISHARES INC
+$44.0M
1,773,729
+54%
增持
VYM
VANGUARD WHITEHALL FDS
+$43.9M
2,143,196
+14%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$42.0M
49,517,444
-9%
增持
AAPL
APPLE INC
+$40.2M
2,287,145
+19%
增持
VOT
VANGUARD INDEX TR
+$40.1M
767,631
+6%
增持
VTEB
VANGUARD TAX EXEMPT BOND INDEX
+$39.7M
4,381,736
+24%
增持
CGGO
CAPITAL GROUP GLOBAL GROWTH
+$39.0M
2,946,022
+50%
增持
IWN
ISHARES TRUST RUSSELL 2000
+$38.2M
2,217,882
+8%
增持
BND
VANGUARD TOTAL BD MARKET ETF
+$36.7M
3,845,647
+15%
增持
AMD
ADVANCED MICRO DEVICES INC
+$36.7M
535,373
+37%
增持
SCHB
SCHWAB US BROAD MARKET
+$36.4M
2,113,575
+231%
减持
IAGG
ISHARES TR
-$36.1M
2,043,236
-27%
增持
VTI
VANGUARD INDEX TRUST
+$35.5M
494,365
+18%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$35.3M
1,062,970
-19%
增持
TSLA
TESLA INC
+$34.8M
302,460
+26%
增持
SPHQ
INVESCO EXCHANGE-TRADED FD TR
+$33.1M
1,575,902
+32%
增持
IJR
ISHARES TR
+$29.7M
2,291,692
+8%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$29.3M
460,103
+28%
增持
V
VISA INC CL A
+$28.6M
566,728
+15%
增持
VYMI
VANGUARD WHITEHALL FDS
+$27.8M
1,211,347
+30%
增持
VBK
VANGUARD SMALL CAP GROWTH ETF
+$26.7M
688,885
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$26.5M
3,403,180
+9%
增持
NOW
SERVICENOW INC
+$26.4M
78,665
+16%
增持
VIGI
VANGUARD WHITEHALL FDS
+$25.4M
964,679
+30%
增持
SPYG
SPDR SERIES TRUST
+$25.2M
414,289
+136%
增持
BLK
BLACKROCK INC NEW
+$24.8M
96,338
+20%
增持
SCHX
SCHWAB US LARGE CAP
+$24.7M
2,245,858
+65%
增持
ITOT
ISHARES TR
+$24.6M
532,145
+38%
增持
JEPQ
J P MORGAN EXCHANGE-TRADED FD
+$24.6M
904,300
+91%
增持
ORCL
ORACLE CORP
+$24.3M
237,128
+29%
增持
DFEV
DIMENSIONAL ETF TR
+$23.9M
1,214,257
+167%
增持
DON
WISDOMTREE US MIDCAP DIVIDEND
+$23.8M
1,088,134
+75%
增持
NFLX
NETFLIX INC
+$23.7M
41,682
+24%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$23.6M
2,572,625
+5%
增持
SCHF
SCHWAB STRATEGIC TR
+$23.6M
4,878,673
+16%
增持
COST
COSTCO WHSL CORP NEW
+$23.5M
106,916
+22%
增持
HIMU
BLACKROCK ETF TRUST II
+$23.4M
1,547,678
+48%
增持
LLY
ELI LILLY & CO
+$23.1M
188,578
+26%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$22.4M
1,112,603
+40%
增持
PAAA
PGIM ETF TR
+$22.2M
1,423,466
+43%
增持
RTX
RTX CORPORATION
+$21.8M
767,003
+13%
增持
PULS
PGIM ETF TR
+$21.5M
1,548,208
+39%
增持
DG
DOLLAR GENERAL CORP NEW
+$20.4M
526,827
+14%
增持
SCHM
SCHWAB STRATEGIC TR
+$20.2M
2,273,241
+37%
增持
DE
DEERE & CO
+$20.0M
196,551
+14%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$19.9M
190,325
+25%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$19.6M
160,117
+56%
增持
HDV
ISHARES TRUST HIGH DIVIDEND
+$19.5M
653,620
+38%
增持
CGIE
CAPITAL GROUP INTL EQUITY ETF
+$19.3M
712,423
+386%
增持
WFC
WELLS FARGO CO NEW
+$18.6M
715,212
+32%
增持
NKE
NIKE INC CL B
+$18.4M
645,680
+46%
增持
CRM
SALESFORCE INC
+$18.0M
406,281
+18%
增持
WMT
WALMART INC
+$17.8M
587,937
+27%
增持
USMV
ISHARES TRUST
+$17.7M
724,296
+35%
增持
EMB
ISHARES TR
+$17.7M
7,785,607
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$17.2M
190,498
+29%
增持
RWL
INVESCO EXCHANGE-TRADED FD TR
+$17.2M
505,000
+40%
增持
AVEM
AMERICAN CENTY ETF TR AVANTIS
+$17.1M
1,509,160
+6%
增持
GLD
SPDR GOLD TR
+$17.1M
173,723
+40%
增持
SPYV
SPDR SERIES TRUST
+$16.8M
612,942
+104%
增持
COWG
PACER FDS TR
+$16.8M
1,288,461
+42%
增持
BIV
VANGUARD INTER TERM BD ETF
+$16.7M
1,861,338
+12%
增持
RDVY
FIRST TRUST RISING DIVIDEND
+$16.6M
905,565
+32%
增持
DIS
WALT DISNEY CO
+$16.1M
449,176
+13%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$16.0M
193,804
+18%
增持
TFC
TRUIST FINL CORP
+$15.8M
1,450,599
+27%
增持
JPST
J P MORGAN ULTRA-SHORT INCOME
+$15.7M
1,144,823
+37%
增持
MOAT
VANECK ETF TR
+$15.6M
993,184
+13%
增持
DFIV
DIMENSIONAL ETF TRUST
+$15.6M
997,424
+46%
增持
AMAT
APPLIED MATLS INC
+$15.6M
121,092
+166%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$15.5M
611,282
+8%
增持
BAC
BANK OF AMERICA CORP
+$15.1M
1,276,843
+17%
增持
UNH
UNITEDHEALTH GROUP INC
-$14.8M
99,474
+13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$14.7M
357,262
+19%
增持
LMT
LOCKHEED MARTIN CORP
+$14.7M
144,761
+24%
增持
TCAF
T ROWE PRICE EXCHANGE-TRADED
+$14.3M
1,031,681
+51%
增持
HD
HOME DEPOT INC
+$14.3M
153,070
+30%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$14.0M
74,595
+14%
减持
EFG
ISHARES TR
-$13.8M
4,658,236
-12%
增持
EMR
EMERSON ELECTRIC CO
+$13.7M
359,337
+14%
增持
—
EXXON MOBIL CORP
+$13.6M
537,909
+40%
增持
IVE
ISHARES TR
+$13.4M
378,868
+19%
增持
DYNF
BLACKROCK ISHARES U S EQUITY
+$13.2M
620,928
+47%
增持
O
REALTY INCOME CORP
+$13.2M
983,746
+30%
增持
CAT
CATERPILLAR INC
+$13.1M
94,521
+34%
增持
DUK
DUKE ENERGY CORP NEW
+$13.1M
805,219
+19%
增持
PG
PROCTER AND GAMBLE CO
+$13.0M
798,156
+17%
增持
VGT
VANGUARD WORLD FD
+$12.8M
54,480
+29%
增持
COWZ
PACER US CASH COWS 100
+$12.6M
1,642,797
+15%
增持
SMH
VANECK ETF TRUST
+$12.6M
109,213
+30%
增持
FTNT
FORTINET INC
+$12.1M
547,174
+19%
增持
TCHP
T ROWE PRICE EXCHANGE TRADED
+$12.0M
689,919
+38%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH
+$11.9M
554,635
+29%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$11.7M
644,046
+103%
增持
VONE
VANGUARD RUSSELL 1000 ETF
+$11.6M
67,038
+138%
增持
VXF
VANGUARD INDEX FDS
+$11.5M
189,794
+32%
增持
QUAL
ISHARES TR
+$11.4M
287,563
+20%
增持
CSCO
CISCO SYSTEMS INC
+$11.4M
630,412
+20%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$11.0M
117,145
+30%
增持
JPEF
J P MORGAN EXCHANGE-TRADED FD
+$11.0M
367,880
+58%
增持
APH
AMPHENOL CORP NEW
+$10.9M
256,451
+20%
