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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $771.97万 | 1.62% | 21,602 | -2,335 | -9.8% | -$83.44万 | 减仓 |
| V | VISA INC | $794.79万 | 1.67% | 23,166 | 1,887 | 8.9% | $64.74万 | 加仓 |
| LRCX | Lam Research Corporation | $795.73万 | 1.67% | 18,363 | -3,631 | -16.5% | -$157.34万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $803.38万 | 1.69% | 24,543 | 498 | 2.1% | $16.30万 | 加仓 |
| SEPI | SCM TRUST | $807.00万 | 1.70% | 289,766 | 289,766 | — | $807.00万 | 新建仓 |
| HD | HOME DEPOT INC | $809.18万 | 1.70% | 22,944 | 3,472 | 17.8% | $122.45万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $818.62万 | 1.72% | 8,369 | 1,104 | 15.2% | $107.99万 | 加仓 |
| ETN | EATON CORP PLC | $827.10万 | 1.74% | 19,410 | 178 | 0.9% | $7.58万 | 加仓 |
| AAPL | APPLE INC | $841.11万 | 1.77% | 29,068 | -705 | -2.4% | -$20.40万 | 减仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $841.40万 | 1.77% | 108,498 | 515 | 0.5% | $3.99万 | 加仓 |
| IGV | ISHARES TR | $961.28万 | 2.02% | 106,101 | -3,423 | -3.1% | -$31.01万 | 减仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $976.47万 | 2.05% | 204,561 | 204,561 | — | $976.47万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,021.23万 | 2.15% | 322,053 | -1,800 | -0.6% | -$5.71万 | 减仓 |
| — | WISDOMTREE TR | $1,426.05万 | 3.00% | 207,600 | -1,565 | -0.7% | -$10.75万 | 减仓 |
| MOAT | VANECK ETF TRUST | $1,431.00万 | 3.01% | 137,649 | 1,210 | 0.9% | $12.58万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,519.69万 | 3.19% | 223,451 | 1,810 | 0.8% | $12.31万 | 加仓 |
| CCNR | FINANCIAL INVS TR | $1,654.07万 | 3.47% | 443,569 | 14,104 | 3.3% | $52.59万 | 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 |
| SCHP | SCHWAB STRATEGIC TR | $2,770.71万 | 5.82% | 1,045,552 | 6,542 | 0.6% | $17.34万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $3,061.74万 | 6.43% | 358,140 | -4,076 | -1.1% | -$34.85万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,240.36万 | 6.81% | 785,542 | -700 | -0.1% | -$2.89万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $4,046.51万 | 8.50% | 862,060 | 36,883 | 4.5% | $173.13万 | 加仓 |