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 |
|---|---|---|---|---|---|---|---|---|
| VWOB | VANGUARD WHITEHALL FDS | $25.25万 | 0.07% | 3,844 | 3,844 | — | $25.25万 | 新建仓 |
| IUSG | ISHARES TR | $24.60万 | 0.07% | 1,586 | 1,586 | — | $24.60万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $24.20万 | 0.07% | 705 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $23.51万 | 0.07% | 2,608 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $23.37万 | 0.07% | 408 | -21 | -4.9% | -$1.20万 | 减仓 |
| TGT | TARGET CORP | $23.32万 | 0.07% | 1,924 | -207 | -9.7% | -$2.51万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $23.11万 | 0.07% | 1,765 | -524 | -22.9% | -$6.86万 | 减仓 |
| WMT | WALMART INC | $23.04万 | 0.07% | 1,853 | -64 | -3.3% | -$7,957 | 减仓 |
| VXUS | VANGUARD STAR FDS | $22.19万 | 0.06% | 2,878 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $21.44万 | 0.06% | 652 | 9 | 1.4% | $2,960 | 加仓 |
| IVV | ISHARES TR | $20.91万 | 0.06% | 320 | -1,143 | -78.1% | -$74.70万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.76万 | 0.06% | 1,402 | -129 | -8.4% | -$1.91万 | 重新持有 |
| BLK | BLACKROCK INC | $20.39万 | 0.06% | 212 | -3 | -1.4% | -$2,885 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $13.58万 | 0.04% | 12,481 | 100 | 0.8% | $1,088 | 加仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -94,628 | -100.0% | -$183.29万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -21,981 | -100.0% | -$57.55万 | 清仓 |
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -19,750 | -100.0% | -$48.13万 | 清仓 |
| SQQQ | PROSHARES TR | $0 | 0.00% | 0 | -3,500 | -100.0% | -$23.98万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -583 | -100.0% | -$20.45万 | 清仓 |
| — | WISDOMTREE INC | $0 | 0.00% | 0 | -23,000 | -100.0% | -$2.71万 | 清仓 |