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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 1
增持 142
减持 7
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SERIES TRUST
+$3.64B
110,682,000
+92%
减持
VUG
VANGUARD INDEX TR
-$2.64B
39,228,809
-0%
增持
AAPL
APPLE INC
+$1.32B
8,423,796
+193%
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
IWR
ISHARES TR
+$1.28B
92,963,542
+18%
增持
VO
VANGUARD MID CAP ETF
+$1.19B
26,272,163
+22%
增持
NVDA
NVIDIA CORPORATION
+$1.17B
12,018,453
+166%
增持
SCZ
ISHARES TR
+$1.04B
49,428,037
+41%
增持
MSFT
MICROSOFT CORP
+$1.00B
5,077,240
+203%
增持
AMZN
AMAZON COM INC
+$930.6M
8,516,303
+156%
增持
VOO
VANGUARD S&P 500 ETF
+$915.6M
17,095,668
+18%
减持
AGG
ISHARES TR
-$813.7M
132,174,808
-5%
增持
GOOGL
ALPHABET INC
+$745.1M
5,922,207
+110%
减持
IWB
ISHARES TR
-$686.4M
10,453,379
-10%
减持
VTV
VANGUARD INDEX TR
-$632.9M
51,321,269
-7%
增持
AVGO
BROADCOM INC
+$578.6M
3,762,687
+135%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$513.8M
1,793,762
+654%
增持
IVV
ISHARES TR
-$512.7M
18,924,918
+3%
增持
IEFA
ISHARES TRUST CORE MSCI EAFE
+$492.1M
108,462,596
+8%
增持
IJR
ISHARES TR
+$466.0M
19,864,667
+22%
增持
GOOG
ALPHABET INC
+$435.5M
1,879,140
+645%
增持
DFIS
DIMENSIONAL ETF TRUST
+$414.6M
58,747,186
+28%
增持
—
EXXON MOBIL CORP
+$411.1M
2,917,317
+301%
增持
META
META PLATFORMS INC
+$403.6M
1,394,773
+177%
增持
—
LINDE PLC
+$400.7M
946,497
+528%
增持
LLY
ELI LILLY & CO
+$319.0M
650,867
+176%
增持
V
VISA INC CL A
+$317.7M
1,902,811
+172%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$315.0M
4,197,675
+330%
增持
EFA
ISHARES TR
+$310.1M
6,354,951
+112%
增持
APH
AMPHENOL CORP CL A
+$295.5M
2,787,314
+667%
减持
IWP
ISHARES TR
-$291.6M
2,851,583
-40%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$271.7M
2,718,482
+239%
增持
CVX
CHEVRON CORPORATION
+$269.1M
2,031,200
+94%
减持
IWS
ISHARES TR
-$266.4M
7,702,234
-21%
增持
ROST
ROSS STORES INC
+$263.0M
1,308,753
+1582%
增持
ICE
INTERCONTINENTAL EXCHANGE INC
+$247.9M
1,644,956
+8102%
增持
NVS
NOVARTIS AG ADR
+$243.0M
1,821,796
+828%
增持
IWD
ISHARES TR
+$237.8M
2,641,153
+75%
增持
ADI
ANALOG DEVICES INC
+$234.3M
925,742
+394%
增持
MRK
MERCK & CO INC
+$225.6M
2,659,381
+202%
增持
BAC
BANK OF AMERICA CORP
+$223.7M
6,537,754
+329%
增持
IWF
ISHARES TR
+$222.8M
1,134,310
+119%
增持
—
TOTALENERGIES SE
+$217.9M
2,616,965
+888%
增持
BTI
BRITISH AMERN TOB PLC ADR
+$217.8M
3,886,821
+3117%
增持
—
ASML HOLDING NV
+$210.2M
183,763
+575%
增持
COP
CONOCOPHILLIPS
+$206.9M
1,766,840
+463%
增持
JNJ
JOHNSON & JOHNSON
+$203.9M
1,551,388
+89%
增持
—
CHUBB LTD SWITZ
+$198.3M
637,285
+3838%
增持
—
ARCH CAPITAL GROUP NEW
+$196.6M
2,114,031
+22039%
增持
—
EATON CORPORATION PLC
+$194.2M
594,884
+930%
增持
JPM
JPMORGAN CHASE & CO
+$192.9M
1,966,359
+74%
增持
—
MEDTRONIC PLC
+$190.9M
3,237,420
+241%
增持
KO
COCA-COLA CO
+$190.1M
3,276,983
+295%
建仓
—
ASTRAZENECA ORD
+$189.3M
1,004,416
增持
USHY
ISHARES TR
+$183.8M
95,360,826
+8%
增持
MCD
MCDONALDS CORP
+$182.7M
852,691
+233%
增持
GE
GE AEROSPACE
+$179.9M
761,718
+560%
增持
BCS
BARCLAYS PLC ADR
+$178.9M
8,890,185
+22147%
增持
VV
VANGUARD INDEX TRUST
-$178.0M
18,664,465
+5%
增持
NWG
NATWEST GROUP PLC
+$177.1M
12,478,180
+22982%
增持
PG
PROCTER & GAMBLE CO
+$176.8M
2,218,265
+127%
增持
NGG
NATIONAL GRID PLC
+$176.1M
2,157,622
+27424%
增持
KLAC
KLA CORP
+$168.8M
121,580
+2132%
增持
HD
HOME DEPOT INC
+$165.8M
731,337
+262%
增持
WFC
WELLS FARGO & CO
+$163.1M
3,211,555
+252%
增持
RTX
RTX CORPORATION
+$161.2M
1,758,650
+87%
增持
GEV
GE VERNOVA INC
+$154.6M
207,057
+513%
增持
IAGG
ISHARES TR
+$153.0M
5,513,003
+128%
增持
ANET
ARISTA NETWORKS INC
+$151.2M
1,369,123
+1165%
增持
MA
MASTERCARD INCORPORATED
+$147.9M
401,050
+394%
增持
SCHW
SCHWAB CHARLES CORP
+$147.2M
1,702,694
+1580%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$147.0M
506,040
+215%
增持
RIO
RIO TINTO PLC ADR
+$145.8M
1,725,801
+3566%
增持
E
ENI SPA ADR
+$145.0M
2,634,185
+23325%
增持
CBRE
CBRE GROUP INC
+$143.2M
1,097,438
+12005%
增持
DE
DEERE & CO
+$142.6M
453,252
+85%
增持
DGRO
ISHARES TR
+$138.0M
12,067,891
+21%
增持
PGR
PROGRESSIVE CORPORATION
+$136.3M
728,175
+1861%
增持
AME
AMETEK INCORPORATED NEW
+$135.4M
795,422
+422%
增持
WM
WASTE MGMT INC DEL
+$127.2M
612,049
+1173%
增持
—
UBS GROUP AG
+$126.2M
3,518,000
+8400%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$125.9M
212,917
+24095%
增持
ISRG
INTUITIVE SURGICAL INC NEW
+$121.2M
329,419
+569%
增持
C
CITIGROUP INC
+$121.1M
1,416,827
+431%
增持
MRSH
MARSH & MCLENNAN COS INC
+$120.5M
723,789
+6793%
增持
COST
COSTCO WHOLESALE CORPORATION
+$119.7M
241,960
+76%
增持
VB
VANGUARD INDEX TRUST
+$118.4M
2,976,080
+19%
增持
MU
MICRON TECHNOLOGY INC
+$117.9M
414,402
+293%
增持
MFG
MIZUHO FINL GROUP INC
+$117.3M
15,385,842
+96146%
增持
PCAR
PACCAR INC
+$117.2M
1,058,947
+5257%
增持
TD
TORONTO DOMINION BK ONT
+$117.0M
1,321,663
+3177%
增持
BA
BOEING CO
+$116.6M
790,673
+403%
增持
AMD
ADVANCED MICRO DEVICES INC
+$114.8M
1,307,106
+88%
增持
AMAT
APPLIED MATLS INC
+$114.5M
465,418
+181%
增持
IUSG
ISHARES TR
+$114.2M
6,741,171
+26%
增持
IEMG
ISHARES INC
+$113.6M
20,057,125
+8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$111.5M
54,998,602
+4%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$111.3M
13,483,605
+30%
增持
IUSV
ISHARES TR
+$110.2M
7,651,770
+19%
增持
HWM
HOWMET AEROSPACE INC
+$110.2M
509,515
+1650%
增持
NOW
SERVICENOW INC
+$109.8M
1,856,285
+277%
增持
ODFL
OLD DOMINION FREIGHT LINE INC
+$108.4M
579,333
+12348%
增持
HDB
HDFC BANK LTD
+$106.6M
4,403,860
+24172%
增持
CSCO
CISCO SYSTEMS INC
+$106.3M
2,048,234
+175%
增持
PM
PHILIP MORRIS INTL INC
+$105.3M
842,797
+315%
增持
VOE
VANGUARD INDEX TR
+$104.9M
3,133,089
+19%
增持
UNH
UNITEDHEALTH GROUP INC
+$102.9M
547,071
+366%
增持
BRO
BROWN & BROWN INC
+$102.4M
1,708,136
+2190%
增持
BSX
BOSTON SCIENTIFIC CORP
+$101.7M
1,531,937
+3339%
增持
NFLX
NETFLIX INC.
+$100.8M
1,738,673
+164%
增持
AVEM
AMERICAN CENTY ETF TR AVANTIS
+$100.4M
4,262,711
+40%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$99.1M
706,009
+53%
增持
ING
ING GROEP N.V.
+$98.2M
4,050,874
+4901%
增持
IJH
ISHARES TR
+$98.1M
8,269,770
+21%
增持
ABBV
ABBVIE INCORPORATED
+$97.6M
777,405
+172%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$96.8M
4,776,074
+14447%
增持
MPC
MARATHON PETE CORP
+$95.7M
621,765
+67%
增持
DUK
DUKE ENERGY CORP NEW
+$95.2M
1,610,470
+65%
增持
LH
LABCORP HOLDINGS INC
+$95.2M
366,437
+5621%
增持
ABT
ABBOTT LABORATORIES
+$92.6M
1,501,209
+197%
增持
TSLA
TESLA INC
+$92.1M
741,379
+89%
增持
CAT
CATERPILLAR INC
+$91.6M
229,707
+93%
增持
CSL
CARLISLE COS INC
+$91.6M
282,228
+29177%
增持
VTEB
VANGUARD TAX EXEMPT BOND INDEX
+$91.5M
8,880,433
+28%
增持
DHR
DANAHER CORP DEL
+$91.0M
699,531
+341%
增持
SONY
SONY GROUP CORP
+$89.1M
4,585,565
+5280%
增持
D
DOMINION ENERGY INC
+$88.8M
1,601,283
+982%
增持
PEP
PEPSICO INC
+$88.1M
1,254,640
+73%
增持
QQQM
INVESCO EXCHANGE-TRADED FD TR
+$88.0M
3,415,137
+23%
增持
GS
GOLDMAN SACHS GROUP INC
+$87.9M
159,643
+248%
增持
MCO
MOODYS CORP
+$87.7M
222,694
+1546%
增持
UNP
UNION PACIFIC CORP
+$87.7M
584,838
+160%
增持
IUSB
ISHARES TR
+$87.4M
79,586,891
+4%
增持
TJX
TJX COS INC NEW
+$86.3M
986,901
+125%
增持
HLN
HALEON PLC
+$85.5M
9,086,528
+2455%
增持
WMT
WALMART INC
+$85.3M
1,480,640
+71%
增持
LOW
LOWES COS INC
+$85.2M
944,206
+71%
增持
MS
MORGAN STANLEY
+$85.2M
604,069
+918%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$84.7M
1,307,988
+259%
增持
TXN
TEXAS INSTRUMENTS INC
+$84.4M
530,391
+454%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$84.2M
202,860
+2437%
增持
MCK
MCKESSON CORP
+$84.2M
116,962
+486%
增持
CDW
CDW CORP
+$83.9M
712,620
+35567%
增持
PH
PARKER-HANNIFIN CORP
+$80.2M
122,544
+276%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$79.5M
274,930
+5989%
增持
—
AON PLC
+$79.4M
259,033
+4814%
增持
FWONK
LIBERTY MEDIA CORP DEL
+$78.7M
966,974
+43360%
增持
MAR
MARRIOTT INTL INC NEW
+$77.9M
258,051
+1861%
增持
PANW
PALO ALTO NETWORKS INC
+$76.4M
753,724
+302%
增持
VXF
VANGUARD INDEX FDS
+$76.3M
663,735
+143%
减持
OEF
ISHARES TR
-$76.2M
2,174,537
-0%
