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Joseph Group Capital Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Joseph Group Capital Management
报告期 2026-03-31 · CIK 0001910383
持仓数
379
前50大市值合计
$386.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 100 项
建仓 18
增持 41
减持 30
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
CCNR
FINANCIAL INVS TR
+$11.9M
456,888
建仓
SMIG
ETF SER SOLUTIONS
+$5.5M
189,089
清仓
UNH
UNITEDHEALTH GROUP INC
-$5.0M
0
-100%
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。
建仓
IHF
ISHARES TR
+$3.6M
73,358
增持
AVGO
BROADCOM INC
+$2.6M
20,923
+10%
增持
VXUS
VANGUARD STAR FDS
+$2.1M
300,630
+0%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$1.7M
143,405
-1%
增持
—
LAM RESEARCH CORP
+$1.5M
58,636
+2%
增持
MOAT
VANECK ETF TRUST
+$1.3M
131,937
+5%
减持
DGRS
WISDOMTREE TR
-$1.1M
7,819
-74%
减持
MSFT
MICROSOFT CORP
+$1.0M
11,557
-8%
增持
GOOGL
ALPHABET INC
+$984.2K
31,666
+7%
建仓
HYD
VANECK ETF TRUST
+$925.0K
18,423
增持
CRM
SALESFORCE INC
+$795.7K
12,831
+27%
增持
PH
PARKER-HANNIFIN CORP
+$742.6K
8,120
+0%
减持
—
EATON CORP PLC
+$729.3K
15,609
-12%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$708.2K
781,218
+2%
增持
FITB
FIFTH THIRD BANCORP
+$654.3K
86,521
+17%
增持
AMZN
AMAZON COM INC
+$610.3K
16,667
+4%
减持
GLDM
WORLD GOLD TR
-$598.6K
60,412
-18%
增持
SCHG
SCHWAB STRATEGIC TR
+$487.1K
116,482
+0%
减持
JPM
JPMORGAN CHASE & CO
+$476.7K
19,718
-8%
增持
MPC
MARATHON PETE CORP
+$457.1K
21,904
+0%
增持
IBP
INSTALLED BLDG PRODS INC
+$448.0K
19,439
+9%
增持
HD
HOME DEPOT INC
+$424.9K
14,434
+9%
增持
AAPL
APPLE INC
+$418.5K
26,403
+17%
建仓
SHYM
BLACKROCK ETF TRUST II
+$413.0K
18,511
增持
RSPF
INVESCO EXCHANGE TRADED FD T
+$400.1K
103,052
+0%
增持
MEDP
MEDPACE HLDGS INC
+$397.3K
5,317
+27%
增持
SCHV
SCHWAB STRATEGIC TR
+$363.6K
120,449
+8%
增持
T
AT&T INC
+$343.4K
189,396
+4%
增持
DEW
WISDOMTREE TR
+$325.8K
218,905
+1%
减持
ISTB
ISHARES TR
-$284.1K
43,232
-12%
增持
RPM
RPM INTL INC
+$262.8K
30,677
+14%
减持
MUB
ISHARES TR
-$258.4K
31,013
-7%
增持
V
VISA INC
+$225.7K
15,112
+3%
增持
CVX
CHEVRON CORP NEW
-$160.5K
24,477
+12%
清仓
NCPB
NUSHARES ETF TR
-$158.4K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$155.1K
32,096
+10%
增持
VYM
VANGUARD WHITEHALL FDS
+$149.1K
14,968
+5%
减持
KR
KROGER CO
+$120.8K
50,900
-2%
增持
AEP
AMERICAN ELEC PWR CO INC
+$115.9K
33,560
+9%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$106.7K
0
-100%
增持
PGR
PROGRESSIVE CORP
-$97.8K
13,256
+3%
清仓
AOK
ISHARES TR
-$84.0K
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
+$73.0K
45,332
-1%
减持
MUST
COLUMBIA ETF TR I
-$72.6K
2,309
-61%
减持
VUSB
VANGUARD BD INDEX FDS
-$72.5K
29,568
-5%
增持
VOO
VANGUARD INDEX FDS
+$57.6K
305
+36%
减持
XLE
SELECT SECTOR SPDR TR
-$55.6K
1,023
-33%
建仓
VUG
VANGUARD INDEX FDS
+$51.3K
117
增持
SCHD
SCHWAB STRATEGIC TR
+$47.5K
342,239
+6%
减持
CATH
GLOBAL X FDS
+$46.9K
6,144
-0%
减持
IWB
ISHARES TR
+$40.3K
1,256
-0%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$38.9K
0
-100%
减持
SPGM
SPDR INDEX SHS FDS
-$37.6K
1,207
-38%
增持
PSEP
INNOVATOR ETFS TR
+$32.2K
3,106
+26%
建仓
VTV
VANGUARD INDEX FDS
+$31.8K
180
减持
DFIS
DIMENSIONAL ETF TRUST
+$31.3K
8,453
-1%
增持
DIS
DISNEY WALT CO
+$29.0K
632
+26%
建仓
VO
VANGUARD INDEX FDS
+$28.0K
100
增持
SCHP
SCHWAB STRATEGIC TR
+$23.7K
927,681
+1%
增持
PJP
INVESCO EXCHANGE TRADED FD T
+$21.9K
21,242
+10%
减持
IGF
ISHARES TR
+$19.3K
5,246
-2%
减持
USMV
ISHARES TR
-$17.9K
5,358
-4%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$17.4K
305
减持
AGG
ISHARES TR
-$17.4K
2,274
-7%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$16.6K
0
-100%
减持
CWI
SPDR INDEX SHS FDS
-$15.1K
777
-43%
减持
EFA
ISHARES TR
+$13.6K
3,523
-4%
减持
MDYV
SPDR SER TR
+$12.5K
5,279
-0%
建仓
VV
VANGUARD INDEX FDS
+$12.3K
43
增持
AMGN
AMGEN INC
+$12.3K
12,369
+12%
减持
ACWI
ISHARES TR
-$11.4K
149
-43%
清仓
RSPD
INVESCO EXCHANGE TRADED FD T
-$11.4K
0
-100%
减持
XLRE
SELECT SECTOR SPDR TR
-$10.9K
156
-63%
建仓
VWOB
VANGUARD WHITEHALL FDS
+$10.8K
166
清仓
RSPS
INVESCO EXCHANGE TRADED FD T
-$10.5K
0
-100%
建仓
VB
VANGUARD INDEX FDS
+$10.2K
43
建仓
SPSM
SPDR SERIES TRUST
+$9.7K
227
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$9.4K
9,581
-5%
建仓
JAAA
JANUS DETROIT STR TR
+$9.3K
183
建仓
META
EXXON MOBIL CORP
+$8.9K
12
清仓
IUSB
ISHARES TR
-$8.8K
0
-100%
增持
HYG
ISHARES TR
+$8.1K
301
+47%
建仓
PEP
PEPSICO INC
+$8.1K
61
减持
EEM
ISHARES TR
+$8.0K
2,502
-3%
清仓
GSIE
GOLDMAN SACHS ETF TR
-$7.1K
0
-100%
清仓
LNKB
LINKBANCORP INC
-$6.7K
0
-100%
增持
JNK
SPDR SER TR
+$6.5K
902
+6%
建仓
ED
CONSOLIDATED EDISON INC
+$5.7K
57
建仓
FPE
FIRST TR EXCH TRADED FD III
+$5.6K
314
减持
RWO
SPDR INDEX SHS FDS
-$4.2K
1,185
-8%
减持
DGRW
WISDOMTREE TR
-$4.1K
121
-32%
增持
GIS
GENERAL MLS INC
-$2.0K
712
+10%
增持
ABT
ABBOTT LABS
+$2.0K
73
+22%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
-$1.6K
3,269
+0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1K
165
-1%
增持
—
CHECK POINT SOFTWARE TECH LT
-$670
203
+2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$75
7,760
+9%
