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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 107 项
建仓 12
增持 42
减持 34
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
DFAI
DIMENSIONAL ETF TRUST
+$28.6M
785,589
建仓
LLY
KWIH CORP
+$4.3M
5,675
减持
IHF
ISHARES TR
-$3.5M
815
-99%
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。
减持
CCNR
FINANCIAL INVS TR
+$1.8M
448,859
-2%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.6M
805,960
+3%
增持
VXUS
VANGUARD STAR FDS
+$1.5M
303,613
+1%
增持
AAPL
APPLE INC
+$1.5M
26,995
+2%
减持
GOOGL
ALPHABET INC
+$1.4M
28,703
-9%
增持
SHYM
BLACKROCK ETF TRUST II
+$1.2M
72,391
+291%
增持
PG
PROCTER AND GAMBLE CO
+$1.1M
40,133
+25%
增持
MOAT
VANECK ETF TRUST
+$912.8K
134,065
+2%
增持
AEP
AMERICAN ELEC PWR CO INC
+$885.3K
38,822
+16%
增持
MPC
MARATHON PETE CORP
+$871.3K
23,399
+7%
增持
JPM
JPMORGAN CHASE & CO
+$838.6K
20,781
+5%
增持
HD
HOME DEPOT INC
+$832.1K
15,114
+5%
增持
DEW
WISDOMTREE TR
+$827.7K
221,652
+1%
清仓
NVDA
NVIDIA CORPORATION
-$717.1K
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$690.9K
8,392
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$646.7K
126,891
+9%
增持
KR
KROGER CO
+$631.4K
63,529
+25%
增持
AMGN
AMGEN INC
+$629.1K
14,467
+17%
减持
—
LAM RESEARCH CORP
+$616.0K
47,227
-19%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$605.8K
10,368
+34%
增持
—
EATON CORP PLC
+$575.2K
16,426
+5%
减持
GLDM
WORLD GOLD TR
+$567.3K
59,195
-2%
增持
V
VISA INC
+$543.8K
17,310
+15%
增持
HYD
VANECK ETF TRUST
+$520.1K
28,392
+54%
增持
T
AT&T INC
+$510.5K
212,168
+12%
增持
SCHP
SCHWAB STRATEGIC TR
+$504.1K
937,092
+1%
增持
RPM
RPM INTL INC
+$491.2K
32,751
+7%
增持
FITB
FIFTH THIRD BANCORP
+$478.9K
90,629
+5%
增持
DFIS
DIMENSIONAL ETF TRUST
+$466.3K
22,716
+169%
减持
MEDP
MEDPACE HLDGS INC
+$459.8K
4,140
-22%
增持
CVX
CHEVRON CORP NEW
+$450.8K
25,473
+4%
增持
HYG
ISHARES TR
+$430.3K
5,599
+1760%
增持
PGR
PROGRESSIVE CORP
+$393.7K
15,919
+20%
增持
MSFT
MICROSOFT CORP
+$382.4K
11,837
+2%
增持
PJP
INVESCO EXCHANGE TRADED FD T
+$350.3K
22,131
+4%
减持
IBP
INSTALLED BLDG PRODS INC
+$303.7K
15,442
-21%
减持
ISTB
ISHARES TR
-$272.7K
37,480
-13%
增持
CRM
SALESFORCE INC
+$258.1K
15,852
+24%
增持
RSPF
INVESCO EXCHANGE TRADED FD T
+$252.1K
104,088
+1%
增持
SCHV
SCHWAB STRATEGIC TR
+$218.1K
121,982
+1%
增持
AMZN
AMAZON COM INC
+$213.3K
17,625
+6%
建仓
ABBV
ABBVIE INC
+$201.4K
870
建仓
XLK
SELECT SECTOR SPDR TR
+$190.5K
676
减持
VUSB
VANGUARD BD INDEX FDS
-$184.2K
25,807
-13%
增持
JNK
SPDR SER TR
+$179.7K
2,729
+203%
减持
SCHD
SCHWAB STRATEGIC TR
+$178.3K
338,742
-1%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$177.7K
144,932
+1%
增持
SMIG
ETF SER SOLUTIONS
+$150.9K
189,268
+0%
建仓
NSC
NORFOLK SOUTHN CORP
+$132.2K
440
增持
SCHA
SCHWAB STRATEGIC TR
+$118.1K
45,340
+0%
增持
SPSM
SPDR SERIES TRUST
+$115.3K
2,699
+1089%
增持
ABT
ABBOTT LABS
+$103.8K
849
+1063%
减持
EFA
ISHARES TR
-$102.4K
2,276
-35%
减持
AVGO
BROADCOM INC
+$100.4K
17,787
-15%
清仓
DIS
DISNEY WALT CO
-$78.4K
0
-100%
建仓
WEC
PB BANK INC
+$77.5K
676
增持
MUB
ISHARES TR
+$75.0K
31,132
+0%
减持
AGG
ISHARES TR
-$73.3K
1,519
-33%
清仓
SMH
VANECK ETF TRUST
-$72.5K
0
-100%
建仓
VPLS
VANGUARD MALVERN FDS
+$59.4K
756
清仓
IGV
ISHARES TR
-$53.7K
0
-100%
减持
IGF
ISHARES TR
-$52.9K
4,216
-20%
清仓
VUG
VANGUARD INDEX FDS
-$51.3K
0
-100%
减持
USMV
ISHARES TR
-$51.0K
4,750
-11%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$50.8K
8,852
-8%
清仓
GIS
GENERAL MLS INC
-$36.9K
0
-100%
建仓
CAT
CATERPILLAR INC
+$32.4K
68
清仓
VTV
VANGUARD INDEX FDS
-$31.8K
0
-100%
减持
CATH
GLOBAL X FDS
+$31.0K
6,101
-1%
清仓
VO
VANGUARD INDEX FDS
-$28.0K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$26.8K
239
-22%
建仓
JNJ
ISHARES TR
+$26.0K
140
减持
DGRS
WISDOMTREE TR
+$20.9K
7,701
-2%
减持
SJM
SMUCKER J M CO
-$20.1K
217
-51%
清仓
ACWI
ISHARES TR
-$19.2K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$17.4K
0
-100%
建仓
CPB
THE CAMPBELLS COMPANY
+$17.2K
545
建仓
DUK
DUKE ENERGY CORP NEW
+$14.6K
118
清仓
SOXX
ISHARES TR
-$14.3K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
+$13.3K
14,251
-5%
减持
SPGM
SPDR INDEX SHS FDS
-$12.6K
944
-22%
减持
CL
COLGATE PALMOLIVE CO
-$12.3K
642
-8%
清仓
VV
VANGUARD INDEX FDS
-$12.3K
0
-100%
减持
IWB
ISHARES TR
+$11.7K
1,199
-5%
清仓
VWOB
VANGUARD WHITEHALL FDS
-$10.8K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$10.2K
0
-100%
减持
EEM
ISHARES TR
-$9.8K
2,077
-17%
减持
MDYV
SPDR SER TR
-$9.6K
4,912
-7%
清仓
JAAA
JANUS DETROIT STR TR
-$9.3K
0
-100%
清仓
META
EXXON MOBIL CORP
-$8.9K
0
-100%
增持
MUST
COLUMBIA ETF TR I
+$8.2K
2,661
+15%
清仓
PEP
PEPSICO INC
-$8.1K
0
-100%
减持
PSEP
INNOVATOR ETFS TR
-$7.3K
2,787
-10%
建仓
FTLS
FRANKLIN TEMPLETON ETF TR
+$5.9K
84
清仓
ED
CONSOLIDATED EDISON INC
-$5.7K
0
-100%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$5.6K
0
-100%
减持
IYW
ISHARES TR
-$3.7K
75
-29%
减持
—
CHECK POINT SOFTWARE TECH LT
-$3.5K
200
-1%
减持
CWI
SPDR INDEX SHS FDS
-$3.1K
637
-18%
增持
UPS
UNITED PARCEL SERVICE INC
-$2.8K
365
+11%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$1.3K
3,201
-2%
减持
RWO
SPDR INDEX SHS FDS
+$925
1,163
-2%
减持
DGRW
WISDOMTREE TR
+$186
116
-4%
减持
VNQ
VANGUARD INDEX FDS
+$56
250
-2%
