Joseph Group Capital Management
COLUMBUS OH · SEC CIK 0001910383
$4.00亿2026Q1 申报市值
379持仓数
50.2%前十大占比 · 第一大 9.7%
118 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DYNF 新建仓+$1,289.51万
IGV 新建仓+$876.74万
MSFT 加仓+$181.57万
JCPB 加仓+$152.16万
SCHP 加仓+$109.52万
2026Q1 卖出最多 按季末市值估算
CIBR 减仓-$864.56万
LRCX 减仓-$502.25万
CRM 减仓-$300.18万
WISDOMTREE TR 减仓-$103.37万
AVGO 减仓-$98.86万
2026Q1 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 | $3,884.93万 | 9.70% | 825,177 | 32,319 | 4.1% | $152.16万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,063.20万 | 7.65% | 786,242 | 10,007 | 1.3% | $38.99万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,793.05万 | 6.98% | 362,216 | -6,359 | -1.7% | -$49.03万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $2,764.81万 | 6.91% | 1,039,010 | 41,159 | 4.1% | $109.52万 | 加仓 |
| CCNR | FINANCIAL INVS TR | $1,722.20万 | 4.30% | 429,465 | -4,952 | -1.1% | -$19.86万 | 减仓 |
| — | WISDOMTREE TR | $1,387.37万 | 3.47% | 209,165 | -15,585 | -6.9% | -$103.37万 | 减仓 |
| MOAT | VANECK ETF TRUST | $1,319.37万 | 3.30% | 136,439 | 2,500 | 1.9% | $24.18万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,289.51万 | 3.22% | 221,641 | 221,641 | — | $1,289.51万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $993.58万 | 2.48% | 323,853 | -26,683 | -7.6% | -$81.86万 | 减仓 |
| IGV | ISHARES TR | $876.74万 | 2.19% | 109,524 | 109,524 | — | $876.74万 | 新建仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $770.89万 | 1.93% | 107,983 | 2,210 | 2.1% | $15.78万 | 加仓 |
| AAPL | APPLE INC | $755.60万 | 1.89% | 29,773 | 4,103 | 16.0% | $104.13万 | 加仓 |
| T | AT&T INC | $738.31万 | 1.84% | 254,679 | -4,779 | -1.8% | -$13.85万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $707.31万 | 1.77% | 24,045 | 2,666 | 12.5% | $78.42万 | 加仓 |
| GOOGL | ALPHABET INC | $688.32万 | 1.72% | 23,937 | 568 | 2.4% | $16.33万 | 加仓 |
| ETN | EATON CORP PLC | $687.87万 | 1.72% | 19,232 | 1,245 | 6.9% | $44.53万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $683.12万 | 1.71% | 171,595 | 11,977 | 7.5% | $47.68万 | 加仓 |
| MSFT | MICROSOFT CORP | $663.21万 | 1.66% | 17,916 | 4,905 | 37.7% | $181.57万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $654.39万 | 1.63% | 45,305 | 3,319 | 7.9% | $47.94万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $650.42万 | 1.62% | 7,265 | -1,100 | -13.2% | -$98.48万 | 减仓 |
| V | VISA INC | $643.12万 | 1.61% | 21,279 | 1,343 | 6.7% | $40.59万 | 加仓 |
| HD | HOME DEPOT INC | $640.42万 | 1.60% | 19,472 | 1,579 | 8.8% | $51.93万 | 加仓 |
| SMIG | ETF SER SOLUTIONS | $603.22万 | 1.51% | 205,528 | 6,597 | 3.3% | $19.36万 | 加仓 |
| CVX | CHEVRON CORP NEW | $519.48万 | 1.30% | 25,108 | -1,657 | -6.2% | -$34.28万 | 减仓 |
| MPC | MARATHON PETE CORP | $506.20万 | 1.26% | 20,730 | -2,884 | -12.2% | -$70.42万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $498.30万 | 1.24% | 38,015 | 1,341 | 3.7% | $17.58万 | 加仓 |
| AMZN | AMAZON COM INC | $494.22万 | 1.23% | 23,730 | 4,533 | 23.6% | $94.41万 | 加仓 |
| KR | KROGER CO | $475.65万 | 1.19% | 65,734 | 367 | 0.6% | $2.66万 | 加仓 |
| AMGN | AMGEN INC | $471.19万 | 1.18% | 13,392 | 462 | 3.6% | $16.26万 | 加仓 |
| LRCX | Lam Research Corporation | $469.93万 | 1.17% | 21,994 | -23,507 | -51.7% | -$502.25万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $469.49万 | 1.17% | 10,514 | 25 | 0.2% | $1.12万 | 加仓 |
| AVGO | BROADCOM INC | $467.35万 | 1.17% | 15,100 | -3,194 | -17.5% | -$98.86万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $466.67万 | 1.17% | 100,446 | 6,175 | 6.6% | $28.69万 | 加仓 |
| GLDM | WORLD GOLD TR | $463.42万 | 1.16% | 49,997 | -2,894 | -5.5% | -$26.82万 | 减仓 |
| LLY | ELI LILLY & CO | $463.11万 | 1.16% | 5,035 | 81 | 1.6% | $7.45万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $451.01万 | 1.13% | 17,010 | -623 | -3.5% | -$16.52万 | 减仓 |
| RPM | RPM INTL INC | $448.97万 | 1.12% | 45,168 | 9,990 | 28.4% | $99.30万 | 加仓 |
| PGR | PROGRESSIVE CORP | $437.32万 | 1.09% | 22,060 | 1,140 | 5.4% | $22.60万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $401.20万 | 1.00% | 131,540 | 14,716 | 12.6% | $44.88万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $345.79万 | 0.86% | 118,705 | 2,514 | 2.2% | $7.32万 | 加仓 |
| MUB | ISHARES TR | $283.62万 | 0.71% | 26,719 | -2,937 | -9.9% | -$31.18万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $235.67万 | 0.59% | 22,713 | 487 | 2.2% | $5.05万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $215.21万 | 0.54% | 10,007 | 1,212 | 13.8% | $26.07万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $213.77万 | 0.53% | 14,434 | 108 | 0.8% | $1.60万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $212.24万 | 0.53% | 4,420 | 333 | 8.1% | $15.99万 | 加仓 |
| ISTB | ISHARES TR | $160.18万 | 0.40% | 33,054 | 4,459 | 15.6% | $21.61万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $132.87万 | 0.33% | 60,341 | -9,405 | -13.5% | -$20.71万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $117.87万 | 0.29% | 40,534 | -3,091 | -7.1% | -$8.99万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $113.63万 | 0.28% | 22,825 | 3,057 | 15.5% | $15.22万 | 加仓 |
| HYD | VANECK ETF TRUST | $107.60万 | 0.27% | 21,460 | -3,533 | -14.1% | -$17.71万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $91.39万 | 0.23% | 5,240 | 2,700 | 106.3% | $47.09万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $63.86万 | 0.16% | 18,967 | -2,806 | -12.9% | -$9.45万 | 减仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $50.51万 | 0.13% | 8,058 | -137,933 | -94.5% | -$864.56万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $47.39万 | 0.12% | 793 | 38 | 5.0% | $2.27万 | 加仓 |
| CATH | GLOBAL X FDS | $38.11万 | 0.10% | 4,876 | -1,210 | -19.9% | -$9.46万 | 减仓 |
| USMV | ISHARES TR | $35.56万 | 0.09% | 3,834 | -681 | -15.1% | -$6.32万 | 减仓 |
| HYG | ISHARES TR | $35.50万 | 0.09% | 4,462 | -790 | -15.0% | -$6.29万 | 减仓 |
| IWB | ISHARES TR | $34.48万 | 0.09% | 967 | 0 | 0.0% | — | 不变 |
| DGRS | WISDOMTREE TR | $32.21万 | 0.08% | 6,082 | -538 | -8.1% | -$2.85万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $28.56万 | 0.07% | 3,354 | -26 | -0.8% | -$2,214 | 减仓 |
| META | META PLATFORMS INC | $26.03万 | 0.07% | 455 | 225 | 97.8% | $12.87万 | 加仓 |
| ABBV | ABBVIE INC | $25.84万 | 0.06% | 1,188 | 162 | 15.8% | $3.52万 | 加仓 |
| GOOG | ALPHABET INC | $25.39万 | 0.06% | 885 | 404 | 84.0% | $11.59万 | 加仓 |
| JNK | SPDR SERIES TRUST | $21.05万 | 0.05% | 2,199 | -293 | -11.8% | -$2.80万 | 减仓 |
| TSLA | TESLA INC | $19.74万 | 0.05% | 531 | 189 | 55.3% | $7.03万 | 加仓 |
| IGF | ISHARES TR | $18.13万 | 0.05% | 2,706 | -1,173 | -30.2% | -$7.86万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $17.97万 | 0.04% | 1,352 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $17.10万 | 0.04% | 1,761 | -83 | -4.5% | -$8,062 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $16.70万 | 0.04% | 683 | 266 | 63.8% | $6.50万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $15.12万 | 0.04% | 527 | 68 | 14.8% | $1.95万 | 加仓 |
| — | EXXON MOBIL CORP | $14.30万 | 0.04% | 843 | 437 | 107.6% | $7.41万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $13.93万 | 0.03% | 1,795 | 677 | 60.6% | $5.25万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $13.85万 | 0.03% | 139 | 101 | 265.8% | $10.06万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $12.92万 | 0.03% | 3,325 | 3,325 | — | $12.92万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $12.91万 | 0.03% | 2,672 | -45 | -1.7% | -$2,174 | 减仓 |
| WMT | WALMART INC | $12.90万 | 0.03% | 1,038 | 537 | 107.2% | $6.67万 | 加仓 |
| CAT | CATERPILLAR INC | $11.90万 | 0.03% | 168 | 49 | 41.2% | $3.47万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $11.30万 | 0.03% | 187 | 158 | 544.8% | $9.55万 | 加仓 |
| AGG | ISHARES TR | $11.18万 | 0.03% | 1,126 | 23 | 2.1% | $2,283 | 加仓 |
| ABT | ABBOTT LABS | $11.01万 | 0.03% | 1,072 | 78 | 7.8% | $8,008 | 加仓 |
| NFLX | NETFLIX INC | $10.26万 | 0.03% | 1,067 | 705 | 194.8% | $6.78万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $10.00万 | 0.02% | 864 | 64 | 8.0% | $7,409 | 加仓 |
| EEM | ISHARES TR | $9.58万 | 0.02% | 1,687 | -398 | -19.1% | -$2.26万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $8.64万 | 0.02% | 173 | 96 | 124.7% | $4.80万 | 加仓 |
| CSCO | CISCO SYS INC | $8.59万 | 0.02% | 1,107 | 612 | 123.6% | $4.75万 | 加仓 |
| CRM | SALESFORCE INC | $8.47万 | 0.02% | 454 | -16,081 | -97.3% | -$300.18万 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC | $8.33万 | 0.02% | 847 | 254 | 42.8% | $2.50万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $8.04万 | 0.02% | 238 | 131 | 122.4% | $4.43万 | 加仓 |
| RTX | RTX CORPORATION | $7.77万 | 0.02% | 403 | 136 | 50.9% | $2.62万 | 加仓 |
| AMAT | APPLIED MATLS INC | $7.62万 | 0.02% | 223 | 103 | 85.8% | $3.52万 | 加仓 |
| C | CITIGROUP INC | $7.16万 | 0.02% | 631 | 164 | 35.1% | $1.86万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $6.96万 | 0.02% | 1,520 | 335 | 28.3% | $1.53万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $6.81万 | 0.02% | 799 | 72 | 9.9% | $6,137 | 加仓 |
| LIN | LINDE PLC | $6.15万 | 0.02% | 124 | 80 | 181.8% | $3.97万 | 加仓 |
| KLAC | KLA CORP | $6.04万 | 0.02% | 41 | 23 | 127.8% | $3.39万 | 加仓 |
| GEV | GE VERNOVA INC | $6.02万 | 0.02% | 69 | 43 | 165.4% | $3.75万 | 加仓 |
| KO | COCA COLA CO | $5.88万 | 0.01% | 773 | 235 | 43.7% | $1.79万 | 加仓 |
| TJX | TJX COS INC NEW | $5.67万 | 0.01% | 355 | 176 | 98.3% | $2.81万 | 加仓 |
| MRK | MERCK & CO INC | $5.61万 | 0.01% | 466 | 266 | 133.0% | $3.20万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5.56万 | 0.01% | 380 | 118 | 45.0% | $1.73万 | 加仓 |