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 |
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | $248.20万 | 0.67% | 29,635 | 4,750 | 19.1% | $39.78万 | 加仓 |
| VCR | VANGUARD WORLD FD | $274.88万 | 0.75% | 6,930 | -308 | -4.3% | -$12.22万 | 减仓 |
| GOOGL | ALPHABET INC | $313.16万 | 0.85% | 8,763 | -3,401 | -28.0% | -$121.54万 | 减仓 |
| VHT | VANGUARD WORLD FD | $315.97万 | 0.86% | 10,567 | -170 | -1.6% | -$5.08万 | 减仓 |
| VOX | VANGUARD WORLD FD | $330.88万 | 0.90% | 17,987 | -18 | -0.1% | -$3,311 | 减仓 |
| VDC | VANGUARD WORLD FD | $344.71万 | 0.93% | 15,287 | -488 | -3.1% | -$11.00万 | 减仓 |
| BE | BLOOM ENERGY CORP | $369.63万 | 1.00% | 12,211 | -531 | -4.2% | -$16.07万 | 减仓 |
| VFH | VANGUARD WORLD FD | $385.65万 | 1.05% | 29,304 | -1,114 | -3.7% | -$14.66万 | 减仓 |
| VIS | VANGUARD WORLD FD | $396.54万 | 1.08% | 11,003 | -112 | -1.0% | -$4.04万 | 减仓 |
| PAYS | PAYSIGN INC | $503.01万 | 1.36% | 614,175 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $505.83万 | 1.37% | 174,664 | -2,945 | -1.7% | -$8.53万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $574.86万 | 1.56% | 158,537 | 1,342 | 0.9% | $4.87万 | 加仓 |
| TLT | ISHARES TR | $602.87万 | 1.63% | 69,761 | 262 | 0.4% | $2.26万 | 加仓 |
| VGT | VANGUARD WORLD FD | $635.17万 | 1.72% | 53,143 | -1,001 | -1.8% | -$11.96万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $864.10万 | 2.34% | 144,763 | -1,083 | -0.7% | -$6.46万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $952.34万 | 2.58% | 133,661 | -1,337 | -1.0% | -$9.53万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,577.41万 | 6.99% | 812,806 | 1,525 | 0.2% | $4.84万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,806.47万 | 7.61% | 776,769 | -19,932 | -2.5% | -$72.01万 | 减仓 |
| LQD | ISHARES TR | $2,975.00万 | 8.07% | 272,760 | 5,556 | 2.1% | $60.60万 | 加仓 |
| IEF | ISHARES TR | $3,091.61万 | 8.38% | 326,912 | -1,384 | -0.4% | -$13.09万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,640.72万 | 12.58% | 218,109 | -1,038 | -0.5% | -$22.09万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $6,910.82万 | 18.74% | 941,400 | 23,805 | 2.6% | $174.75万 | 加仓 |