Joule Financial, LLC
Lexington KY · SEC CIK 0001929070
$3.43亿2026Q1 申报市值
114持仓数
71.6%前十大占比 · 第一大 19.7%
9 / 6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
IEF 加仓+$420.75万
IGV 新建仓+$163.05万
VEU 加仓+$154.77万
BND 加仓+$137.87万
IUSV 加仓+$136.46万
2026Q1 卖出最多 按季末市值估算
CIEN 减仓-$191.01万
LYFT 清仓-$183.29万
SCHB 减仓-$159.86万
XLE 减仓-$108.99万
BE 减仓-$85.25万
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 |
|---|---|---|---|---|---|---|---|---|
| VCR | VANGUARD WORLD FD | $259.89万 | 0.76% | 7,238 | 348 | 5.1% | $12.50万 | 加仓 |
| VHT | VANGUARD WORLD FD | $292.42万 | 0.85% | 10,737 | 148 | 1.4% | $4.03万 | 加仓 |
| VOX | VANGUARD WORLD FD | $323.82万 | 0.94% | 18,005 | -432 | -2.3% | -$7.77万 | 减仓 |
| VIS | VANGUARD WORLD FD | $347.04万 | 1.01% | 11,115 | -49 | -0.4% | -$1.53万 | 减仓 |
| GOOGL | ALPHABET INC | $349.79万 | 1.02% | 12,164 | -390 | -3.1% | -$11.21万 | 减仓 |
| VDC | VANGUARD WORLD FD | $354.30万 | 1.03% | 15,775 | 348 | 2.3% | $7.82万 | 加仓 |
| PAYS | PAYSIGN INC | $362.36万 | 1.06% | 614,175 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $367.48万 | 1.07% | 30,418 | 6,913 | 29.4% | $83.52万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $445.80万 | 1.30% | 177,609 | -63,688 | -26.4% | -$159.86万 | 减仓 |
| VGT | VANGUARD WORLD FD | $472.27万 | 1.38% | 6,768 | -116 | -1.7% | -$8.09万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $517.96万 | 1.51% | 157,195 | 830 | 0.5% | $2.73万 | 加仓 |
| TLT | ISHARES TR | $602.49万 | 1.75% | 69,499 | -367 | -0.5% | -$3.18万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $788.30万 | 2.30% | 145,846 | -1,406 | -1.0% | -$7.60万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $865.07万 | 2.52% | 134,998 | -2,005 | -1.5% | -$12.85万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,316.81万 | 6.75% | 796,701 | -5,906 | -0.7% | -$17.17万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,489.01万 | 7.25% | 811,281 | -7,887 | -1.0% | -$24.20万 | 减仓 |
| LQD | ISHARES TR | $2,912.26万 | 8.48% | 267,204 | 5,522 | 2.1% | $60.18万 | 加仓 |
| IEF | ISHARES TR | $3,133.26万 | 9.13% | 328,296 | 44,085 | 15.5% | $420.75万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,205.87万 | 12.25% | 219,147 | -1,343 | -0.6% | -$25.77万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $6,757.17万 | 19.68% | 917,595 | 18,722 | 2.1% | $137.87万 | 加仓 |