Jones Financial Companies Lllp 13F 持仓 · 2026年Q2
Jones Financial Companies Lllp 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 4,958 只证券，申报市值合计 2,498.37 亿美元。前几大持仓：VUG（7.26%）、SPYM（5.83%）、IVV（5.67%）。本季前 25 大持仓中：增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX TR | $18.14B | 7.26% | 219.1M | 增持 |
| 2 | SPYM | SPDR SERIES TRUST | $14.56B | 5.83% | 169.8M | 增持 |
| 3 | IVV | ISHARES TR | $14.17B | 5.67% | 19.4M | 增持 |
| 4 | VOO | VANGUARD S&P 500 ETF | $12.43B | 4.98% | 18.5M | 增持 |
| 5 | AGG | ISHARES TR | $10.94B | 4.38% | 110.2M | 减持 |
| 6 | IWR | ISHARES TR | $10.92B | 4.37% | 99.7M | 增持 |
| 7 | IEFA | ISHARES TRUST CORE MSCI EAFE | $10.84B | 4.34% | 113.5M | 增持 |
| 8 | VTV | VANGUARD INDEX TR | $9.74B | 3.90% | 44.6M | 减持 |
| 9 | VO | VANGUARD MID CAP ETF | $8.86B | 3.55% | 110.8M | 增持 |
| 10 | VV | VANGUARD INDEX TRUST | $6.47B | 2.59% | 19.2M | 增持 |
| 11 | SCZ | ISHARES TR | $4.38B | 1.75% | 53.3M | 增持 |
| 12 | IUSB | ISHARES TR | $4.05B | 1.62% | 87.5M | 增持 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $4.01B | 1.61% | 56.8M | 增持 |
| 14 | USHY | ISHARES TR | $3.79B | 1.52% | 102.5M | 增持 |
| 15 | IWB | ISHARES TR | $3.48B | 1.39% | 8.7M | 减持 |
| 16 | AVDV | AMERICAN CENTY ETF TR | $3.45B | 1.38% | 33.3M | 增持 |
| 17 | IJR | ISHARES TR | $3.35B | 1.34% | 22.7M | 增持 |
| 18 | NVDA | NVIDIA CORPORATION | $2.91B | 1.17% | 15.1M | 增持 |
| 19 | AAPL | APPLE INC | $2.65B | 1.06% | 9.3M | 增持 |
| 20 | AMZN | AMAZON COM INC | $2.25B | 0.90% | 9.7M | 增持 |
| 21 | GOOGL | ALPHABET INC | $2.24B | 0.90% | 6.6M | 增持 |
| 22 | MSFT | MICROSOFT CORP | $2.16B | 0.87% | 5.8M | 增持 |
| 23 | DFIS | DIMENSIONAL ETF TRUST | $2.16B | 0.86% | 61.4M | 增持 |
| 24 | IEMG | ISHARES INC | $1.75B | 0.70% | 21.6M | 增持 |
| 25 | AVGO | BROADCOM INC | $1.46B | 0.58% | 4.0M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR