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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 16
增持 101
减持 25
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
DYNF
BLACKROCK ETF TRUST
+$12.9M
221,641
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$9.9M
8,058
-94%
建仓
IGV
ISHARES TR
+$8.8M
109,524
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
CRM
SALESFORCE INC
-$4.3M
454
-97%
减持
—
Lam Research Corporation
-$3.1M
21,994
-52%
减持
CCNR
FINANCIAL INVS TR
+$3.0M
429,465
-1%
减持
AVGO
BROADCOM INC
-$1.7M
15,100
-17%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.3M
825,177
+4%
减持
MPC
MARATHON PETE CORP
+$1.2M
20,730
-12%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.2M
1,039,010
+4%
增持
—
EATON CORP PLC
+$1.1M
19,232
+7%
减持
CVX
CHEVRON CORP NEW
+$1.1M
25,108
-6%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.0M
786,242
+1%
减持
T
AT&T INC
+$938.2K
254,679
-2%
减持
PH
PARKER-HANNIFIN CORP
-$848.5K
7,265
-13%
增持
RPM
RPM INTL INC
+$831.2K
45,168
+28%
增持
AEP
AMERICAN ELEC PWR CO INC
+$754.1K
38,015
+4%
增持
LLY
ELI LILLY & CO
-$692.9K
5,035
+2%
增持
MOAT
VANECK ETF TRUST
-$677.0K
136,439
+2%
增持
KR
KROGER CO
+$672.4K
65,734
+1%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$623.6K
171,595
+8%
增持
RSPF
INVESCO EXCHANGE TRADED FD T
-$593.7K
107,983
+2%
增持
AAPL
APPLE INC
+$577.2K
29,773
+16%
增持
V
VISA INC
-$560.7K
21,279
+7%
增持
SCHV
SCHWAB STRATEGIC TR
+$552.8K
131,540
+13%
增持
PG
PROCTER AND GAMBLE CO
+$526.8K
45,305
+8%
增持
AMZN
AMAZON COM INC
+$511.2K
23,730
+24%
增持
AMGN
AMGEN INC
+$479.6K
13,392
+4%
增持
NVDA
NVIDIA CORPORATION
+$440.1K
5,240
+106%
增持
GOOGL
ALPHABET INC
-$431.5K
23,937
+2%
增持
PGR
PROGRESSIVE CORP
-$390.7K
22,060
+5%
减持
MUB
ISHARES TR
-$340.2K
26,719
-10%
增持
MSFT
MICROSOFT CORP
+$339.6K
17,916
+38%
增持
SCHG
SCHWAB STRATEGIC TR
-$332.3K
118,705
+2%
减持
SCHD
SCHWAB STRATEGIC TR
+$320.6K
323,853
-8%
增持
SMIG
ETF SER SOLUTIONS
+$303.0K
205,528
+3%
增持
FITB
FIFTH THIRD BANCORP
+$253.9K
100,446
+7%
增持
HD
HOME DEPOT INC
+$247.4K
19,472
+9%
减持
SHYM
BLACKROCK ETF TRUST II
-$221.0K
60,341
-13%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$219.1K
10,007
+14%
增持
ISTB
ISHARES TR
+$207.8K
33,054
+16%
减持
HYD
VANECK ETF TRUST
-$201.6K
21,460
-14%
增持
JPM
JPMORGAN CHASE & CO.
+$184.5K
24,045
+12%
增持
MEDP
MEDPACE HLDGS INC
-$173.0K
4,420
+8%
增持
VUSB
VANGUARD BD INDEX FDS
+$151.1K
22,825
+15%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$129.2K
3,325
清仓
BJAN
INNOVATOR ETFS TRUST
-$126.4K
0
-100%
减持
VXUS
VANGUARD STAR FDS
+$125.2K
362,216
-2%
减持
CATH
GLOBAL X FDS
-$119.4K
4,876
-20%
减持
GLDM
WORLD GOLD TR
+$118.9K
49,997
-5%
增持
META
META PLATFORMS INC
+$108.5K
455
+98%
清仓
PSEP
INNOVATOR ETFS TRUST
-$107.9K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$105.7K
139
+266%
清仓
RSPH
INVESCO EXCHANGE TRADED FD T
-$104.6K
0
-100%
增持
GOOG
ALPHABET INC
+$102.9K
885
+84%
增持
LMT
LOCKHEED MARTIN CORP
+$99.0K
187
+545%
增持
—
EXXON MOBIL CORP
+$94.2K
843
+108%
清仓
XLE
SELECT SECTOR SPDR TR
-$91.5K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$81.6K
14,434
+1%
增持
JNJ
JOHNSON & JOHNSON
+$80.7K
683
+64%
减持
DFIS
DIMENSIONAL ETF TRUST
-$78.6K
18,967
-13%
增持
WMT
WALMART INC
+$73.2K
1,038
+107%
清仓
WPC
WP CAREY INC
-$71.9K
0
-100%
减持
USMV
ISHARES TR
-$69.6K
3,834
-15%
增持
NFLX
NETFLIX INC
+$68.7K
1,067
+195%
减持
HYG
ISHARES TR
-$68.5K
4,462
-15%
减持
IBP
INSTALLED BLDG PRODS INC
-$63.9K
17,010
-4%
减持
SCHA
SCHWAB STRATEGIC TR
-$63.7K
40,534
-7%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$60.4K
10,514
+0%
减持
IGF
ISHARES TR
-$56.7K
2,706
-30%
增持
VPLS
VANGUARD MALVERN FDS
+$51.9K
1,795
+61%
增持
CAT
CATERPILLAR INC
+$50.8K
168
+41%
增持
MU
MICRON TECHNOLOGY INC
+$49.9K
238
+122%
增持
CSCO
CISCO SYS INC
+$47.8K
1,107
+124%
增持
AMAT
APPLIED MATLS INC
+$45.4K
223
+86%
增持
TSLA
TESLA INC
+$43.6K
531
+55%
增持
GEV
GE VERNOVA INC
+$43.2K
69
+165%
增持
—
LINDE PLC
+$42.7K
124
+182%
增持
MA
MASTERCARD INCORPORATED
+$42.5K
173
+125%
增持
TXN
TEXAS INSTRS INC
+$42.1K
275
+323%
清仓
SCHE
SCHWAB STRATEGIC TR
-$40.9K
0
-100%
增持
KLAC
KLA CORP
+$38.5K
41
+128%
增持
ADI
ANALOG DEVICES INC
+$38.1K
147
+359%
建仓
GLW
CORNING INC
+$38.1K
280
增持
EQIX
EQUINIX INC
+$37.8K
55
+162%
增持
MRK
MERCK & CO INC
+$35.0K
466
+133%
建仓
PVAL
PUTNAM ETF TRUST
+$34.4K
742
增持
PJP
INVESCO EXCHANGE TRADED FD T
+$33.2K
22,713
+2%
建仓
VUG
VANGUARD INDEX FDS
+$33.2K
76
增持
SO
SOUTHERN CO
+$32.3K
509
+164%
减持
JNK
SPDR SERIES TRUST
-$31.8K
2,199
-12%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$31.6K
0
-100%
减持
DEW
WISDOMTREE TR
+$31.2K
209,165
-7%
增持
TJX
TJX COS INC NEW
+$29.2K
355
+98%
增持
RTX
RTX CORPORATION
+$28.8K
403
+51%
建仓
ITW
ILLINOIS TOOL WKS INC
+$28.6K
110
增持
VZ
VERIZON COMMUNICATIONS INC
+$27.4K
721
+232%
增持
INTC
INTEL CORP
+$27.1K
983
+123%
增持
PM
PHILIP MORRIS INTL INC
+$27.0K
276
+138%
增持
NOW
SERVICENOW INC
+$25.4K
366
+336%
建仓
KKR
KKR & CO INC
+$25.2K
272
增持
GE
GE AEROSPACE
+$24.9K
168
+127%
增持
UPS
UNITED PARCEL SERVICE INC
+$24.5K
847
+43%
增持
AMD
ADVANCED MICRO DEVICES INC
+$24.4K
245
+106%
增持
COP
CONOCOPHILLIPS
+$24.2K
264
+132%
增持
ABBV
ABBVIE INC
+$23.9K
1,188
+16%
增持
MO
ALTRIA GROUP INC
+$23.9K
450
+346%
建仓
DLR
DIGITAL RLTY TR INC
+$23.6K
131
建仓
—
SanDisk Corporation
+$23.5K
37
建仓
D
DOMINION ENERGY INC
+$22.8K
368
建仓
APD
AIR PRODUCTS AND CHEMICALS I
+$22.7K
78
增持
SBUX
STARBUCKS CORP
+$22.6K
343
+257%
增持
NEE
NEXTERA ENERGY INC
+$22.4K
589
+47%
增持
UNP
UNION PAC CORP
+$21.5K
138
+165%
增持
KO
COCA COLA CO
+$21.2K
773
+44%
增持
CME
CME GROUP INC
+$21.1K
103
+203%
增持
PFE
PFIZER INC
+$21.0K
973
+286%
增持
MAR
MARRIOTT INTL INC NEW
+$20.7K
88
+238%
增持
HON
HONEYWELL INTL INC
+$20.6K
135
+165%
增持
UBER
UBER TECHNOLOGIES INC
+$20.5K
404
+285%
增持
DUK
DUKE ENERGY CORP NEW
+$19.9K
307
+77%
增持
MCD
MCDONALDS CORP
+$19.7K
142
+78%
建仓
FAST
FASTENAL CO
+$19.2K
414
增持
WM
WASTE MGMT INC DEL
+$18.8K
119
+205%
增持
NSC
NORFOLK SOUTHN CORP
+$18.7K
527
+15%
建仓
TRGP
TARGA RES CORP
+$18.6K
74
增持
PEP
PEPSICO INC
+$18.5K
258
+72%
减持
EEM
ISHARES TR
-$18.3K
1,687
-19%
增持
CMCSA
COMCAST CORP NEW
+$17.7K
921
+216%
增持
—
CHUBB LIMITED
+$17.6K
98
+113%
增持
CMI
CUMMINS INC
+$17.3K
53
+141%
增持
C
CITIGROUP INC
+$17.1K
631
+35%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$16.8K
96
+123%
增持
KMI
KINDER MORGAN INC DEL
+$16.6K
908
+81%
增持
LOW
LOWES COS INC
+$16.4K
141
+101%
增持
RWO
SPDR INDEX SHS FDS
+$16.2K
1,520
+28%
增持
OKE
ONEOK INC NEW
+$16.1K
246
+193%
清仓
RYAAY
RYANAIR HOLDINGS PLC
-$16.0K
0
-100%
建仓
CIEN
CIENA CORP
+$15.9K
41
增持
MSI
MOTOROLA SOLUTIONS INC
+$15.8K
54
+170%
增持
WEC
WEC ENERGY GROUP INC
+$15.7K
864
+8%
增持
WDC
WESTERN DIGITAL CORP
+$15.5K
82
+110%
建仓
PYPL
PAYPAL HLDGS INC
+$15.4K
341
增持
FDX
FEDEX CORP
+$15.3K
64
+146%
增持
INTU
INTUIT
+$15.3K
92
+149%
增持
PCAR
PACCAR INC
+$15.2K
205
+166%
增持
TGT
TARGET CORP
+$15.0K
166
+219%
增持
BNY
BANK NEW YORK MELLON CORP
+$14.6K
212
+133%
增持
ABT
ABBOTT LABS
-$14.5K
1,072
+8%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$14.4K
80
+220%
