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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 82
增持 33
减持 32
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
DIVI
FRANKLIN TEMPLETON ETF TR
+$6.2M
159,618
增持
VXUS
VANGUARD STAR FDS
+$5.5M
368,575
+21%
减持
—
Lam Research Corporation
+$1.5M
45,501
-4%
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
SCHP
SCHWAB STRATEGIC TR
+$1.2M
997,851
+6%
增持
V
VISA INC
+$1.1M
19,936
+15%
减持
DFAI
DIMENSIONAL ETF TRUST
+$1.0M
776,235
-1%
减持
LLY
ELI LILLY & CO
+$993.9K
4,954
-13%
减持
PH
PARKER-HANNIFIN CORP
+$990.2K
8,365
-0%
增持
PGR
PROGRESSIVE CORP
+$832.7K
20,920
+31%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$781.6K
792,858
-2%
增持
IBP
INSTALLED BLDG PRODS INC
+$764.9K
17,633
+14%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$694.8K
10,489
+1%
增持
MPC
MARATHON PETE CORP
-$669.5K
23,614
+1%
增持
CRM
SALESFORCE INC
+$623.4K
16,535
+4%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
-$585.2K
145,991
+1%
减持
MOAT
VANECK ETF TRUST
+$583.5K
133,939
-0%
增持
AMZN
AMAZON COM INC
+$561.1K
19,197
+9%
增持
DEW
WISDOMTREE TR
+$512.6K
224,750
+1%
减持
CCNR
FINANCIAL INVS TR
+$484.2K
434,417
-3%
建仓
NVDA
NVIDIA CORPORATION
+$473.7K
2,540
增持
AVGO
BROADCOM INC
+$463.5K
18,294
+3%
增持
T
AT&T INC
+$453.3K
259,458
+22%
减持
ISTB
ISHARES TR
-$436.5K
28,595
-24%
增持
—
EATON CORP PLC
-$418.4K
17,987
+10%
增持
FITB
FIFTH THIRD BANCORP
+$375.3K
94,271
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$367.6K
350,536
+3%
减持
GOOGL
ALPHABET INC
+$336.8K
23,369
-19%
增持
JPM
JPMORGAN CHASE & CO.
+$333.6K
21,379
+3%
增持
VOO
VANGUARD INDEX FDS
+$327.3K
755
+216%
减持
VUSB
VANGUARD BD INDEX FDS
-$305.0K
19,768
-23%
增持
PJP
INVESCO EXCHANGE TRADED FD T
+$276.6K
22,226
+0%
减持
SCHG
SCHWAB STRATEGIC TR
-$258.9K
116,191
-8%
增持
RSPF
INVESCO EXCHANGE TRADED FD T
+$206.9K
105,773
+2%
增持
RPM
RPM INTL INC
-$202.2K
35,178
+7%
增持
KR
KROGER CO
-$198.4K
65,367
+3%
减持
HYD
VANECK ETF TRUST
-$167.5K
24,993
-12%
减持
MEDP
MEDPACE HLDGS INC
+$166.8K
4,087
-1%
增持
MSFT
MICROSOFT CORP
+$161.4K
13,011
+10%
建仓
TSLA
TESLA INC
+$153.8K
342
建仓
META
META PLATFORMS INC
+$151.8K
230
建仓
GOOG
ALPHABET INC
+$150.9K
481
减持
AMGN
AMGEN INC
+$149.6K
12,930
-11%
增持
PG
PROCTER AND GAMBLE CO
-$149.4K
41,986
+5%
减持
MUB
ISHARES TR
-$138.8K
29,656
-5%
减持
AEP
AMERICAN ELEC PWR CO INC
-$138.6K
36,674
-6%
减持
MDYV
SPDR SERIES TRUST
-$123.6K
3,380
-31%
增持
CVX
CHEVRON CORP NEW
+$123.5K
26,765
+5%
增持
SMIG
ETF SER SOLUTIONS
+$123.1K
198,931
+5%
减持
AAPL
APPLE INC
+$104.9K
25,670
-5%
减持
SCHV
SCHWAB STRATEGIC TR
-$91.7K
116,824
-4%
减持
IWB
ISHARES TR
-$77.1K
967
-19%
建仓
WPC
WP CAREY INC
+$71.9K
1,117
减持
SHYM
BLACKROCK ETF TRUST II
-$67.5K
69,746
-4%
增持
JNJ
JOHNSON & JOHNSON
+$60.3K
417
+198%
减持
DGRS
WISDOMTREE TR
-$56.4K
6,620
-14%
建仓
WMT
WALMART INC
+$55.8K
501
清仓
MUST
COLUMBIA ETF TR I
-$54.6K
0
-100%
建仓
C
CITIGROUP INC
+$54.5K
467
建仓
RTX
RTX CORPORATION
+$49.0K
267
建仓
—
EXXON MOBIL CORP
+$48.9K
406
增持
VYM
VANGUARD WHITEHALL FDS
+$47.4K
14,326
+1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$46.6K
262
减持
SPGM
SPDR INDEX SHS FDS
-$44.7K
339
-64%
建仓
DIS
DISNEY WALT CO
+$44.0K
387
建仓
MA
MASTERCARD INCORPORATED
+$44.0K
77
减持
AGG
ISHARES TR
-$42.1K
1,103
-27%
清仓
—
CHECK POINT SOFTWARE TECH LT
-$41.4K
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$39.4K
68
建仓
ISRG
INTUITIVE SURGICAL INC
+$38.5K
68
建仓
CSCO
CISCO SYS INC
+$38.1K
495
建仓
KO
COCA COLA CO
+$37.6K
538
建仓
GS
GOLDMAN SACHS GROUP INC
+$36.9K
42
增持
CAT
CATERPILLAR INC
+$35.7K
119
+75%
减持
EFA
ISHARES TR
-$35.4K
1,844
-19%
建仓
NFLX
NETFLIX INC
+$33.9K
362
增持
ABBV
ABBVIE INC
+$33.0K
1,026
+18%
建仓
COST
COSTCO WHSL CORP NEW
+$32.8K
38
增持
HD
HOME DEPOT INC
+$32.7K
17,893
+18%
建仓
BAC
BANK AMERICA CORP
+$32.3K
587
建仓
NEE
NEXTERA ENERGY INC
+$32.3K
402
减持
HYG
ISHARES TR
-$31.1K
5,252
-6%
建仓
AMAT
APPLIED MATLS INC
+$30.8K
120
建仓
MU
MICRON TECHNOLOGY INC
+$30.5K
107
建仓
SPGI
S&P GLOBAL INC
+$28.7K
55
建仓
ORCL
ORACLE CORP
+$28.7K
147
增持
UPS
UNITED PARCEL SERVICE INC
+$28.3K
593
+62%
建仓
WFC
WELLS FARGO CO NEW
+$28.0K
300
增持
VPLS
VANGUARD MALVERN FDS
+$27.9K
1,118
+48%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$27.5K
93
建仓
TJX
TJX COS INC NEW
+$27.5K
179
建仓
UNH
UNITEDHEALTH GROUP INC
+$27.1K
82
减持
USMV
ISHARES TR
-$26.8K
4,515
-5%
建仓
AXP
AMERICAN EXPRESS CO
+$25.9K
70
建仓
AMD
ADVANCED MICRO DEVICES INC
+$25.5K
119
减持
JNK
SPDR SERIES TRUST
-$25.2K
2,492
-9%
建仓
INTU
INTUIT
+$24.5K
37
建仓
MS
MORGAN STANLEY
+$24.5K
138
建仓
MCD
MCDONALDS CORP
+$24.4K
80
清仓
SJM
SMUCKER J M CO
-$23.6K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$23.0K
95
建仓
GE
GE AEROSPACE
+$22.8K
74
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$22.8K
8,795
-1%
建仓
GM
GENERAL MTRS CO
+$22.6K
278
减持
SCHA
SCHWAB STRATEGIC TR
-$22.5K
43,625
-4%
建仓
—
ACCENTURE PLC IRELAND
+$22.3K
83
建仓
KLAC
KLA CORP
+$21.9K
18
建仓
APP
APPLOVIN CORP
+$21.6K
32
建仓
PEP
PEPSICO INC
+$21.5K
150
建仓
MRK
MERCK & CO INC
+$21.1K
200
建仓
APH
AMPHENOL CORP NEW
+$20.9K
155
建仓
GILD
GILEAD SCIENCES INC
+$20.7K
169
建仓
ADBE
ADOBE INC
+$19.9K
57
减持
IGF
ISHARES TR
-$19.7K
3,879
-8%
建仓
QCOM
QUALCOMM INC
+$18.8K
110
建仓
—
LINDE PLC
+$18.8K
44
建仓
PM
PHILIP MORRIS INTL INC
+$18.6K
116
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$17.3K
37
建仓
GEV
GE VERNOVA INC
+$17.0K
26
建仓
WELL
WELLTOWER INC
+$16.9K
91
建仓
LOW
LOWES COS INC
+$16.9K
70
建仓
SO
SOUTHERN CO
+$16.8K
193
建仓
SYK
STRYKER CORPORATION
+$16.5K
47
建仓
INTC
INTEL CORP
+$16.3K
441
建仓
EQIX
EQUINIX INC
+$16.1K
21
建仓
RYAAY
RYANAIR HOLDINGS PLC
+$16.0K
222
建仓
DHR
DANAHER CORPORATION
+$15.8K
69
建仓
SCHW
SCHWAB CHARLES CORP
+$14.5K
145
建仓
—
CHUBB LIMITED
+$14.4K
46
建仓
LMT
LOCKHEED MARTIN CORP
+$14.0K
29
建仓
KMB
KIMBERLY-CLARK CORP
+$13.8K
137
建仓
KMI
KINDER MORGAN INC DEL
+$13.8K
502
建仓
TER
TERADYNE INC
+$13.7K
71
建仓
BSX
BOSTON SCIENTIFIC CORP
+$13.5K
142
建仓
BA
BOEING CO
+$13.5K
62
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$13.2K
759
建仓
HWM
HOWMET AEROSPACE INC
+$12.9K
63
建仓
NOW
SERVICENOW INC
+$12.9K
84
建仓
—
MEDTRONIC PLC
+$12.8K
133
建仓
DE
DEERE & CO
+$12.6K
27
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$12.4K
43
建仓
—
JOHNSON CTLS INTL PLC
+$12.1K
101
建仓
UNP
UNION PAC CORP
+$12.0K
52
减持
PSEP
INNOVATOR ETFS TRUST
-$11.8K
2,468
-11%
建仓
—
BlackRock Inc
+$11.8K
11
建仓
ROK
ROCKWELL AUTOMATION INC
+$11.7K
30
建仓
PANW
PALO ALTO NETWORKS INC
+$11.6K
63
建仓
CSX
CSX CORP
+$11.5K
318
建仓
CAH
CARDINAL HEALTH INC
+$11.3K
55
建仓
TXN
TEXAS INSTRS INC
+$11.3K
65
建仓
MCO
MOODYS CORP
+$11.2K
22
