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琼斯金融 · 13F 持仓分析
期权收益计算器 机构排行

琼斯金融

JONES FINANCIAL COMPANIES LLLPNo.51 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2,498.37亿
环比变动 Q1 2026
+$417.63亿+20.1%
持仓股票数
4958
新买入
493
加仓
3104
减仓
880
清仓
257
持股不变
481
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VUG
7.26%7.96%$181.37亿2.19亿股$165.71亿3,922.9万股+1.80亿股+458.55%加仓
S道富SPYM
5.83%3.97%$145.64亿1.70亿股$82.61亿1.11亿股+5,914.1万股+53.43%加仓
IiShares安硕信托IVV
5.67%5.79%$141.73亿1,941.0万股$120.55亿1,892.5万股+48.5万股+2.56%加仓
V先锋领航指数基金VOO
4.98%4.79%$124.32亿1,854.1万股$99.70亿1,709.6万股+144.6万股+8.46%加仓
IiShares安硕信托AGG
4.38%6.26%$109.43亿1.10亿股$130.26亿1.32亿股-2,201.6万股-16.66%减仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
4.37%4.26%$109.21亿9,965.0万股$88.73亿9,296.4万股+668.7万股+7.19%加仓
IiShares安硕信托IEFA
4.34%4.56%$108.41亿1.14亿股$94.95亿1.08亿股+503.9万股+4.65%加仓
V先锋领航指数基金VTV
3.9%4.77%$97.35亿4,457.7万股$99.24亿5,132.1万股-674.4万股-13.14%减仓
V先锋领航·MIDVO
3.55%3.57%$88.61亿1.11亿股$74.31亿2,627.2万股+8,449.8万股+321.62%加仓
V先锋领航指数基金VV
2.59%2.61%$64.68亿1,922.2万股$54.38亿1,866.4万股+55.8万股+2.99%加仓
IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ
1.75%1.81%$43.79亿5,330.0万股$37.56亿4,942.8万股+387.2万股+7.83%加仓
IiShares安硕信托IUSB
1.62%1.75%$40.51亿8,750.6万股$36.51亿7,958.7万股+791.9万股+9.95%加仓
V先锋领航·FTSEVEA
1.61%1.64%$40.11亿5,682.0万股$34.17亿5,499.9万股+182.2万股+3.31%加仓
IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
1.52%1.67%$37.86亿1.02亿股$34.75亿9,536.1万股+708.9万股+7.43%加仓
IiShares安硕·RUSSELLIWB
1.39%1.75%$34.84亿870.5万股$36.37亿1,045.3万股-174.8万股-16.72%减仓
AAvantis US Small Cap Value ETFAVDV
1.38%1.41%$34.53亿3,327.0万股$29.34亿3,036.2万股+290.8万股+9.58%加仓
IiShares安硕·COREIJR
1.34%1.16%$33.50亿2,272.1万股$24.20亿1,986.5万股+285.7万股+14.38%加仓
英伟达NVDA
1.17%0.97%$29.11亿1,510.6万股$20.16亿1,201.8万股+308.7万股+25.69%加仓
苹果AAPL
1.06%1.01%$26.52亿933.8万股$20.98亿842.4万股+91.4万股+10.85%加仓
亚马逊AMZN
0.9%0.82%$22.53亿967.7万股$17.00亿851.6万股+116.1万股+13.63%加仓
谷歌AGOOGL
0.9%0.78%$22.42亿662.9万股$16.28亿592.2万股+70.7万股+11.93%加仓
微软MSFT
0.87%0.87%$21.64亿580.2万股$18.14亿507.7万股+72.4万股+14.27%加仓
DDimensional维度ETF信托DFIS
0.86%0.92%$21.57亿6,136.5万股$19.22亿5,874.7万股+261.8万股+4.46%加仓
IiShares安硕IEMG
0.7%0.65%$17.53亿2,155.2万股$13.62亿2,005.7万股+149.5万股+7.45%加仓
博通AVGO
0.58%0.54%$14.57亿398.4万股$11.33亿376.3万股+22.2万股+5.89%加仓
IiShares安硕·S&PIUSG
0.5%0.49%$12.42亿682.9万股$10.14亿674.1万股+8.8万股+1.31%加仓
I景顺·NASDAQ 100 ETFQQQM
0.49%0.38%$12.12亿416.5万股$7.91亿341.5万股+75.0万股+21.96%加仓
IiShares安硕信托IWS
0.46%0.53%$11.55亿699.2万股$11.03亿770.2万股-71.1万股-9.23%减仓
IiShares安硕信托DGRO
0.44%0.4%$10.93亿1,441.5万股$8.32亿1,206.8万股+234.7万股+19.45%加仓
礼来LLY
0.36%0.28%$9.01亿74.6万股$5.73亿65.1万股+9.5万股+14.63%加仓
IiShares安硕信托IUSV
0.36%0.37%$8.90亿810.3万股$7.68亿765.2万股+45.1万股+5.89%加仓
台积电TSM
0.34%0.28%$8.56亿197.9万股$5.86亿179.4万股+18.5万股+10.32%加仓
IiShares安硕·S&P 100 ETFIWO
0.34%0.32%$8.52亿238.2万股$6.72亿217.5万股+20.7万股+9.52%加仓
Meta平台META
0.33%0.35%$8.36亿151.8万股$7.36亿139.5万股+12.4万股+8.86%加仓
C资本集团股息价值CCBG
0.32%0.27%$7.96亿1,642.6万股$5.62亿1,348.4万股+294.2万股+21.82%加仓
V先锋领航指数基金VB
0.32%0.37%$7.89亿263.4万股$7.63亿297.6万股-34.2万股-11.49%减仓
AMD超威AMD
0.32%0.13%$7.87亿150.8万股$2.64亿130.7万股+20.1万股+15.38%加仓
SSPDR标普500 ETFSPY
0.3%0.3%$7.61亿103.7万股$6.14亿96.1万股+7.6万股+7.86%加仓
AAlphabet Inc Class CGOOG
0.3%0.25%$7.60亿227.1万股$5.15亿187.9万股+39.2万股+20.84%加仓
VisaV
0.3%0.27%$7.51亿223.0万股$5.63亿190.3万股+32.7万股+17.19%加仓
摩根大通JPM
0.29%0.27%$7.17亿218.1万股$5.58亿196.6万股+21.4万股+10.90%加仓
IiShares安硕·COREIJH
0.28%0.26%$7.08亿926.9万股$5.49亿827.0万股+99.9万股+12.08%加仓
IiShares安硕·MSCI EAFE ETFEFA
0.27%0.29%$6.80亿662.6万股$5.97亿635.5万股+27.1万股+4.27%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.27%0.27%$6.72亿337.8万股$5.71亿313.3万股+24.4万股+7.80%加仓
IiShares安硕信托IWD
0.26%0.27%$6.60亿271.8万股$5.55亿264.1万股+7.7万股+2.91%加仓
美光科技MU
0.24%0.07%$6.07亿53.6万股$1.48亿41.4万股+12.1万股+29.30%加仓
IiShares安硕信托EFV
0.23%0.26%$5.74亿754.3万股$5.36亿744.2万股+10.1万股+1.36%加仓
CCAPITAL CORE EQUITY ETCGUS
0.22%0.14%$5.56亿1,277.6万股$2.92亿780.1万股+497.5万股+63.77%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.22%0.21%$5.44亿231.9万股$4.33亿205.6万股+26.3万股+12.80%加仓
林德LIN
0.22%0.22%$5.41亿104.0万股$4.65亿94.6万股+9.4万股+9.92%加仓

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