Joule Financial, LLC
Lexington KY · SEC CIK 0001929070
$3.69亿2026Q2 申报市值
116持仓数
70.7%前十大占比 · 第一大 18.7%
8 / 6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
BND 加仓+$174.75万
ARM 新建仓+$148.74万
VXF 新建仓+$103.64万
FSLR 加仓+$64.75万
LQD 加仓+$60.60万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$121.54万
SNOW 清仓-$114.99万
EXXON MOBIL CORP 清仓-$113.35万
SCHA 减仓-$72.01万
MDT 清仓-$70.84万
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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $6,910.82万 | 18.74% | 941,400 | 23,805 | 2.6% | $174.75万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,640.72万 | 12.58% | 218,109 | -1,038 | -0.5% | -$22.09万 | 减仓 |
| IEF | ISHARES TR | $3,091.61万 | 8.38% | 326,912 | -1,384 | -0.4% | -$13.09万 | 减仓 |
| LQD | ISHARES TR | $2,975.00万 | 8.07% | 272,760 | 5,556 | 2.1% | $60.60万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,806.47万 | 7.61% | 776,769 | -19,932 | -2.5% | -$72.01万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,577.41万 | 6.99% | 812,806 | 1,525 | 0.2% | $4.84万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $952.34万 | 2.58% | 133,661 | -1,337 | -1.0% | -$9.53万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $864.10万 | 2.34% | 144,763 | -1,083 | -0.7% | -$6.46万 | 减仓 |
| VGT | VANGUARD WORLD FD | $635.17万 | 1.72% | 53,143 | -1,001 | -1.8% | -$11.96万 | 减仓 |
| TLT | ISHARES TR | $602.87万 | 1.63% | 69,761 | 262 | 0.4% | $2.26万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $574.86万 | 1.56% | 158,537 | 1,342 | 0.9% | $4.87万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $505.83万 | 1.37% | 174,664 | -2,945 | -1.7% | -$8.53万 | 减仓 |
| PAYS | PAYSIGN INC | $503.01万 | 1.36% | 614,175 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $396.54万 | 1.08% | 11,003 | -112 | -1.0% | -$4.04万 | 减仓 |
| VFH | VANGUARD WORLD FD | $385.65万 | 1.05% | 29,304 | -1,114 | -3.7% | -$14.66万 | 减仓 |
| BE | BLOOM ENERGY CORP | $369.63万 | 1.00% | 12,211 | -531 | -4.2% | -$16.07万 | 减仓 |
| VDC | VANGUARD WORLD FD | $344.71万 | 0.93% | 15,287 | -488 | -3.1% | -$11.00万 | 减仓 |
| VOX | VANGUARD WORLD FD | $330.88万 | 0.90% | 17,987 | -18 | -0.1% | -$3,311 | 减仓 |
| VHT | VANGUARD WORLD FD | $315.97万 | 0.86% | 10,567 | -170 | -1.6% | -$5.08万 | 减仓 |
| GOOGL | ALPHABET INC | $313.16万 | 0.85% | 8,763 | -3,401 | -28.0% | -$121.54万 | 减仓 |
| VCR | VANGUARD WORLD FD | $274.88万 | 0.75% | 6,930 | -308 | -4.3% | -$12.22万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $248.20万 | 0.67% | 29,635 | 4,750 | 19.1% | $39.78万 | 加仓 |
| CSCO | CISCO SYS INC | $242.01万 | 0.66% | 20,603 | -4,888 | -19.2% | -$57.42万 | 减仓 |
| AAPL | APPLE INC | $238.57万 | 0.65% | 8,244 | 176 | 2.2% | $5.09万 | 加仓 |
| IUSV | ISHARES TR | $214.51万 | 0.58% | 19,474 | 3,472 | 21.7% | $38.24万 | 加仓 |
| CIEN | CIENA CORP | $210.01万 | 0.57% | 4,281 | -145 | -3.3% | -$7.11万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $196.75万 | 0.53% | 16,535 | 3,030 | 22.4% | $36.05万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $191.01万 | 0.52% | 35,964 | -2,191 | -5.7% | -$11.64万 | 减仓 |
| IGV | ISHARES TR | $180.27万 | 0.49% | 19,897 | -471 | -2.3% | -$4.27万 | 减仓 |
| TSLA | TESLA INC | $176.27万 | 0.48% | 4,191 | -20 | -0.5% | -$8,412 | 减仓 |
| BIDU | BAIDU INC | $168.38万 | 0.46% | 14,733 | -343 | -2.3% | -$3.92万 | 减仓 |
| FSLR | FIRST SOLAR INC | $155.33万 | 0.42% | 6,583 | 2,744 | 71.5% | $64.75万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $148.74万 | 0.40% | 4,195 | 4,195 | — | $148.74万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $140.54万 | 0.38% | 7,180 | -65 | -0.9% | -$1.27万 | 减仓 |
| CMI | CUMMINS INC | $140.07万 | 0.38% | 1,964 | -55 | -2.7% | -$3.92万 | 减仓 |
| CAT | CATERPILLAR INC | $130.34万 | 0.35% | 1,224 | 4 | 0.3% | $4,260 | 加仓 |
| IUSB | ISHARES TR | $129.36万 | 0.35% | 28,030 | 3,770 | 15.5% | $17.40万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $103.64万 | 0.28% | 4,209 | 4,209 | — | $103.64万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $103.58万 | 0.28% | 35,195 | -1,633 | -4.4% | -$4.81万 | 减仓 |
| DE | DEERE & CO | $102.76万 | 0.28% | 1,620 | 211 | 15.0% | $13.38万 | 加仓 |
| CCJ | CAMECO CORP | $102.43万 | 0.28% | 10,056 | -259 | -2.5% | -$2.64万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $100.79万 | 0.27% | 3,079 | -268 | -8.0% | -$8.77万 | 减仓 |
| GLW | CORNING INC | $96.98万 | 0.26% | 3,796 | -26 | -0.7% | -$6,643 | 减仓 |
| PFE | PFIZER INC | $88.34万 | 0.24% | 36,687 | 355 | 1.0% | $8,548 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $82.14万 | 0.22% | 22,277 | -713 | -3.1% | -$2.63万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $79.58万 | 0.22% | 5,426 | -26 | -0.5% | -$3,813 | 减仓 |
| VAW | VANGUARD WORLD FD | $79.25万 | 0.21% | 3,463 | -355 | -9.3% | -$8.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $75.98万 | 0.21% | 2,036 | -81 | -3.8% | -$3.02万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $73.98万 | 0.20% | 7,708 | -250 | -3.1% | -$2.40万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $71.00万 | 0.19% | 2,524 | -43 | -1.7% | -$1.21万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $69.38万 | 0.19% | 19,932 | -88 | -0.4% | -$3,063 | 减仓 |
| AMZN | AMAZON COM INC | $68.36万 | 0.19% | 2,868 | -205 | -6.7% | -$4.89万 | 减仓 |
| TXN | TEXAS INSTRS INC | $66.05万 | 0.18% | 2,215 | -24 | -1.1% | -$7,157 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $64.13万 | 0.17% | 2,525 | -188 | -6.9% | -$4.77万 | 减仓 |
| CVX | CHEVRON CORPORATION | $60.23万 | 0.16% | 3,633 | -35 | -1.0% | -$5,802 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $58.62万 | 0.16% | 10,562 | -294 | -2.7% | -$1.63万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $57.34万 | 0.16% | 25,325 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $56.10万 | 0.15% | 5,197 | 67 | 1.3% | $7,232 | 加仓 |
| RTX | RTX CORPORATION | $56.07万 | 0.15% | 2,955 | -256 | -8.0% | -$4.86万 | 减仓 |
| SNA | SNAP ON INC | $55.66万 | 0.15% | 1,383 | 14 | 1.0% | $5,635 | 加仓 |
| MRK | MERCK & CO INC | $55.54万 | 0.15% | 4,322 | 6 | 0.1% | $771 | 加仓 |
| EMR | EMERSON ELEC CO | $55.16万 | 0.15% | 3,853 | -17 | -0.4% | -$2,434 | 减仓 |
| VTI | VANGUARD INDEX FDS | $53.16万 | 0.14% | 1,436 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $50.22万 | 0.14% | 1,303 | 70 | 5.7% | $2.70万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $48.49万 | 0.13% | 969 | -25 | -2.5% | -$1.25万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $45.36万 | 0.12% | 15,978 | 15,978 | — | $45.36万 | 新建仓 |
| KO | COCA COLA CO | $44.71万 | 0.12% | 5,465 | -49 | -0.9% | -$4,008 | 减仓 |
| NVDA | NVIDIA CORPORATION | $43.23万 | 0.12% | 2,160 | -15 | -0.7% | -$3,002 | 减仓 |
| PEP | PEPSICO INC | $43.19万 | 0.12% | 3,190 | 42 | 1.3% | $5,687 | 加仓 |
| ABBV | ABBVIE INC | $42.89万 | 0.12% | 1,704 | -1 | -0.1% | -$252 | 减仓 |
| OKLO | OKLO INC | $42.64万 | 0.12% | 8,148 | 385 | 5.0% | $2.01万 | 加仓 |
| UNP | UNION PAC CORP | $41.94万 | 0.11% | 1,542 | 1 | 0.1% | $272 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $39.95万 | 0.11% | 1,181 | -23 | -1.9% | -$7,780 | 减仓 |
| LRGF | ISHARES TR | $39.56万 | 0.11% | 5,230 | 943 | 22.0% | $7.13万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $38.50万 | 0.10% | 6,829 | 125 | 1.9% | $7,046 | 加仓 |
| ETN | EATON CORP PLC | $38.22万 | 0.10% | 897 | -37 | -4.0% | -$1.58万 | 减仓 |
| LLY | ELI LILLY & CO | $37.18万 | 0.10% | 310 | 0 | 0.0% | — | 不变 |
| SYBT | STOCK YDS BANCORP INC | $35.65万 | 0.10% | 4,643 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $35.51万 | 0.10% | 964 | -28 | -2.8% | -$1.03万 | 减仓 |
| FAST | FASTENAL CO | $35.31万 | 0.10% | 7,352 | 2 | 0.0% | $96 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $35.25万 | 0.10% | 12,724 | -8,044 | -38.7% | -$22.28万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.15万 | 0.10% | 470 | 24 | 5.4% | $1.79万 | 加仓 |
| GRMN | GARMIN LTD | $34.57万 | 0.09% | 1,455 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $34.41万 | 0.09% | 4,067 | -46 | -1.1% | -$3,892 | 减仓 |
| VOO | VANGUARD INDEX FDS | $34.13万 | 0.09% | 497 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $33.81万 | 0.09% | 6,682 | 6,682 | — | $33.81万 | 新建仓 |
| KR | KROGER CO | $33.70万 | 0.09% | 6,068 | -5,629 | -48.1% | -$31.26万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $33.25万 | 0.09% | 4,352 | 19 | 0.4% | $1,452 | 加仓 |
| AFL | AFLAC INC | $32.51万 | 0.09% | 2,773 | -94 | -3.3% | -$1.10万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $31.73万 | 0.09% | 1,341 | -5 | -0.4% | -$1,183 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $31.50万 | 0.09% | 9,927 | -33 | -0.3% | -$1,047 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $31.46万 | 0.09% | 13,601 | -1,399 | -9.3% | -$3.24万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $29.60万 | 0.08% | 5,117 | 49 | 1.0% | $2,834 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $29.26万 | 0.08% | 2,574 | -34 | -1.3% | -$3,865 | 减仓 |
| MBB | ISHARES TR | $27.84万 | 0.08% | 2,944 | -1,245 | -29.7% | -$11.77万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $25.93万 | 0.07% | 508 | 1 | 0.2% | $510 | 加仓 |
| TGT | TARGET CORP | $25.85万 | 0.07% | 1,979 | 55 | 2.9% | $7,184 | 加仓 |
| LOW | LOWES COS INC | $25.69万 | 0.07% | 1,165 | 8 | 0.7% | $1,764 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $24.62万 | 0.07% | 695 | -10 | -1.4% | -$3,542 | 减仓 |
| VXUS | VANGUARD STAR FDS | $24.60万 | 0.07% | 2,878 | 0 | 0.0% | — | 不变 |