Joseph Group Capital Management
COLUMBUS OH · SEC CIK 0001910383
$4.76亿2026Q2 申报市值
387持仓数
46.7%前十大占比 · 第一大 8.5%
35 / 35新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HELO 新建仓+$2,078.77万
SAMT 新建仓+$976.47万
SEPI 新建仓+$807.00万
JCPB 加仓+$173.13万
HD 加仓+$122.45万
2026Q2 卖出最多 按季末市值估算
LRCX 减仓-$157.34万
GOOGL 减仓-$83.44万
AVGO 减仓-$66.41万
VXUS 减仓-$34.85万
IGV 减仓-$31.01万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | $4,046.51万 | 8.50% | 862,060 | 36,883 | 4.5% | $173.13万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,240.36万 | 6.81% | 785,542 | -700 | -0.1% | -$2.89万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $3,061.74万 | 6.43% | 358,140 | -4,076 | -1.1% | -$34.85万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $2,770.71万 | 5.82% | 1,045,552 | 6,542 | 0.6% | $17.34万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $2,078.77万 | 4.37% | 307,601 | 307,601 | — | $2,078.77万 | 新建仓 |
| CCNR | FINANCIAL INVS TR | $1,654.07万 | 3.47% | 443,569 | 14,104 | 3.3% | $52.59万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,519.69万 | 3.19% | 223,451 | 1,810 | 0.8% | $12.31万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,431.00万 | 3.01% | 137,649 | 1,210 | 0.9% | $12.58万 | 加仓 |
| — | WISDOMTREE TR | $1,426.05万 | 3.00% | 207,600 | -1,565 | -0.7% | -$10.75万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,021.23万 | 2.15% | 322,053 | -1,800 | -0.6% | -$5.71万 | 减仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $976.47万 | 2.05% | 204,561 | 204,561 | — | $976.47万 | 新建仓 |
| IGV | ISHARES TR | $961.28万 | 2.02% | 106,101 | -3,423 | -3.1% | -$31.01万 | 减仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $841.40万 | 1.77% | 108,498 | 515 | 0.5% | $3.99万 | 加仓 |
| AAPL | APPLE INC | $841.11万 | 1.77% | 29,068 | -705 | -2.4% | -$20.40万 | 减仓 |
| ETN | EATON CORP PLC | $827.10万 | 1.74% | 19,410 | 178 | 0.9% | $7.58万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $818.62万 | 1.72% | 8,369 | 1,104 | 15.2% | $107.99万 | 加仓 |
| HD | HOME DEPOT INC | $809.18万 | 1.70% | 22,944 | 3,472 | 17.8% | $122.45万 | 加仓 |
| SEPI | SCM TRUST | $807.00万 | 1.70% | 289,766 | 289,766 | — | $807.00万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO. | $803.38万 | 1.69% | 24,543 | 498 | 2.1% | $16.30万 | 加仓 |
| LRCX | Lam Research Corporation | $795.73万 | 1.67% | 18,363 | -3,631 | -16.5% | -$157.34万 | 减仓 |
| V | VISA INC | $794.79万 | 1.67% | 23,166 | 1,887 | 8.9% | $64.74万 | 加仓 |
| GOOGL | ALPHABET INC | $771.97万 | 1.62% | 21,602 | -2,335 | -9.8% | -$83.44万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $741.43万 | 1.56% | 173,555 | 1,960 | 1.1% | $8.37万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $730.13万 | 1.53% | 49,791 | 4,486 | 9.9% | $65.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $710.25万 | 1.49% | 19,040 | 1,124 | 6.3% | $41.93万 | 加仓 |
| SMIG | ETF SER SOLUTIONS | $667.32万 | 1.40% | 203,388 | -2,140 | -1.0% | -$7.02万 | 减仓 |
| T | AT&T INC | $632.41万 | 1.33% | 305,514 | 50,835 | 20.0% | $105.23万 | 加仓 |
| LLY | ELI LILLY & CO | $628.62万 | 1.32% | 5,241 | 206 | 4.1% | $24.71万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $576.02万 | 1.21% | 102,185 | 1,739 | 1.7% | $9.80万 | 加仓 |
| AMZN | AMAZON COM INC | $549.52万 | 1.15% | 23,056 | -674 | -2.8% | -$16.06万 | 减仓 |
| MPC | MARATHON PETE CORP | $536.89万 | 1.13% | 20,999 | 269 | 1.3% | $6.88万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $535.13万 | 1.12% | 39,115 | 1,100 | 2.9% | $15.05万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $534.28万 | 1.12% | 10,756 | 242 | 2.3% | $12.02万 | 加仓 |
| PGR | PROGRESSIVE CORP | $519.00万 | 1.09% | 23,758 | 1,698 | 7.7% | $37.09万 | 加仓 |
| AMGN | AMGEN INC | $510.07万 | 1.07% | 14,086 | 694 | 5.2% | $25.13万 | 加仓 |
| RPM | RPM INTL INC | $508.24万 | 1.07% | 45,726 | 558 | 1.2% | $6.20万 | 加仓 |
| AVGO | BROADCOM INC | $503.99万 | 1.06% | 13,342 | -1,758 | -11.6% | -$66.41万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $457.74万 | 0.96% | 131,497 | -43 | -0.0% | -$1,497 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $428.41万 | 0.90% | 18,640 | 1,630 | 9.6% | $37.46万 | 加仓 |
| CVX | CHEVRON CORP NEW | $423.88万 | 0.89% | 25,572 | 464 | 1.8% | $7.69万 | 加仓 |
| GLDM | WORLD GOLD TR | $418.82万 | 0.88% | 52,735 | 2,738 | 5.5% | $21.75万 | 加仓 |
| KR | KROGER CO | $414.65万 | 0.87% | 74,671 | 8,937 | 13.6% | $49.63万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $401.67万 | 0.84% | 118,696 | -9 | -0.0% | -$305 | 减仓 |
| MUB | ISHARES TR | $289.51万 | 0.61% | 26,901 | 182 | 0.7% | $1.96万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $272.03万 | 0.57% | 22,966 | 253 | 1.1% | $3.00万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $264.32万 | 0.56% | 4,991 | 571 | 12.9% | $30.24万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $229.08万 | 0.48% | 14,496 | 62 | 0.4% | $9,798 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $228.72万 | 0.48% | 9,666 | -341 | -3.4% | -$8.07万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $156.25万 | 0.33% | 7,809 | 2,569 | 49.0% | $51.40万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $143.88万 | 0.30% | 39,824 | -710 | -1.8% | -$2.57万 | 减仓 |
| ISTB | ISHARES TR | $141.15万 | 0.30% | 29,253 | -3,801 | -11.5% | -$18.34万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $118.48万 | 0.25% | 52,776 | -7,565 | -12.5% | -$16.98万 | 减仓 |
| HYD | VANECK ETF TRUST | $109.04万 | 0.23% | 21,169 | -291 | -1.4% | -$1.50万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $99.47万 | 0.21% | 19,981 | -2,844 | -12.5% | -$14.16万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $65.66万 | 0.14% | 18,744 | -223 | -1.2% | -$7,812 | 减仓 |
| CATH | GLOBAL X FDS | $54.53万 | 0.11% | 6,162 | 1,286 | 26.4% | $11.38万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $54.49万 | 0.11% | 793 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $51.69万 | 0.11% | 1,463 | 578 | 65.3% | $20.42万 | 加仓 |
| HYG | ISHARES TR | $45.06万 | 0.09% | 5,635 | 1,173 | 26.3% | $9.38万 | 加仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $44.36万 | 0.09% | 4,937 | -3,121 | -38.7% | -$28.04万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $40.40万 | 0.08% | 350 | 112 | 47.1% | $12.93万 | 加仓 |
| IWB | ISHARES TR | $39.56万 | 0.08% | 966 | -1 | -0.1% | -$410 | 减仓 |
| USMV | ISHARES TR | $35.99万 | 0.08% | 3,731 | -103 | -2.7% | -$9,935 | 减仓 |
| DGRS | WISDOMTREE TR | $35.15万 | 0.07% | 5,923 | -159 | -2.6% | -$9,437 | 减仓 |
| META | META PLATFORMS INC | $34.92万 | 0.07% | 620 | 165 | 36.3% | $9.29万 | 加仓 |
| TSLA | TESLA INC | $34.07万 | 0.07% | 810 | 279 | 52.5% | $11.73万 | 加仓 |
| EFA | ISHARES TR | $33.75万 | 0.07% | 3,249 | 1,488 | 84.5% | $15.46万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.02万 | 0.06% | 580 | 580 | — | $29.02万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.99万 | 0.06% | 499 | 254 | 103.7% | $14.76万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $27.76万 | 0.06% | 2,927 | -427 | -12.7% | -$4.05万 | 减仓 |
| LOW | LOWES COS INC | $26.17万 | 0.05% | 1,187 | 1,046 | 741.8% | $23.06万 | 加仓 |
| JNK | SPDR SERIES TRUST | $25.51万 | 0.05% | 2,647 | 448 | 20.4% | $4.32万 | 加仓 |
| IGF | ISHARES TR | $23.49万 | 0.05% | 3,527 | 821 | 30.3% | $5.47万 | 加仓 |
| INTC | INTEL CORP | $21.66万 | 0.05% | 1,551 | 568 | 57.8% | $7.93万 | 加仓 |
| AMAT | APPLIED MATLS INC | $21.26万 | 0.04% | 294 | 71 | 31.8% | $5.13万 | 加仓 |
| CSCO | CISCO SYS INC | $16.98万 | 0.04% | 1,446 | 339 | 30.6% | $3.98万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $16.91万 | 0.04% | 2,180 | 385 | 21.4% | $2.99万 | 加仓 |
| CAT | CATERPILLAR INC | $15.44万 | 0.03% | 145 | -23 | -13.7% | -$2.45万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $15.37万 | 0.03% | 3,091 | 1,571 | 103.4% | $7.81万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $15.28万 | 0.03% | 2,649 | -23 | -0.9% | -$1,326 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $14.96万 | 0.03% | 589 | -94 | -13.8% | -$2.39万 | 减仓 |
| AGG | ISHARES TR | $14.92万 | 0.03% | 1,507 | 381 | 33.8% | $3.77万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $14.75万 | 0.03% | 3,325 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $14.69万 | 0.03% | 487 | 77 | 18.8% | $2.32万 | 加仓 |
| WMT | WALMART INC | $14.69万 | 0.03% | 1,297 | 259 | 25.0% | $2.93万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $13.52万 | 0.03% | 2,296 | 0 | 0.0% | — | 重新持有 |
| — | SanDisk Corporation | $12.73万 | 0.03% | 56 | 19 | 51.4% | $4.32万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $12.59万 | 0.03% | 303 | 164 | 118.0% | $6.82万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $12.54万 | 0.03% | 134 | -5 | -3.6% | -$4,677 | 减仓 |
| — | EXXON MOBIL CORP | $12.36万 | 0.03% | 904 | 61 | 7.2% | $8,340 | 加仓 |
| MA | MASTERCARD INCORPORATED | $12.17万 | 0.03% | 237 | 64 | 37.0% | $3.29万 | 加仓 |
| KO | COCA COLA CO | $11.48万 | 0.02% | 1,413 | 640 | 82.8% | $5.20万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $11.36万 | 0.02% | 333 | 203 | 156.2% | $6.92万 | 加仓 |
| GEV | GE VERNOVA INC | $11.04万 | 0.02% | 94 | 25 | 36.2% | $2.94万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $10.90万 | 0.02% | 3,283 | 0 | 0.0% | — | 重新持有 |
| XLE | SELECT SECTOR SPDR TR | $10.87万 | 0.02% | 2,046 | 0 | 0.0% | — | 重新持有 |
| ABBV | ABBVIE INC | $10.59万 | 0.02% | 421 | -767 | -64.6% | -$19.30万 | 减仓 |
| TXN | TEXAS INSTRS INC | $10.49万 | 0.02% | 352 | 77 | 28.0% | $2.30万 | 加仓 |
| C | CITIGROUP INC | $9.98万 | 0.02% | 713 | 82 | 13.0% | $1.15万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $9.91万 | 0.02% | 98 | 40 | 69.0% | $4.05万 | 加仓 |