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 |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES TR | $24.47万 | 0.07% | 1,301 | -285 | -18.0% | -$5.36万 | 减仓 |
| CSX | CSX CORP | $23.63万 | 0.06% | 4,971 | -2,024 | -28.9% | -$9.62万 | 减仓 |
| IVV | ISHARES TR | $23.52万 | 0.06% | 314 | -6 | -1.9% | -$4,493 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $22.83万 | 0.06% | 1,803 | 38 | 2.2% | $4,811 | 加仓 |
| MCD | MCDONALDS CORP | $22.56万 | 0.06% | 834 | -24 | -2.8% | -$6,492 | 减仓 |
| META | META PLATFORMS INC | $22.22万 | 0.06% | 394 | -14 | -3.4% | -$7,896 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $22.18万 | 0.06% | 1,403 | 1 | 0.1% | $158 | 加仓 |
| HD | HOME DEPOT INC | $22.01万 | 0.06% | 624 | -28 | -4.3% | -$9,875 | 减仓 |
| INTC | INTEL CORP | $21.73万 | 0.06% | 1,556 | 1,556 | — | $21.73万 | 新建仓 |
| GOOG | ALPHABET INC | $21.73万 | 0.06% | 615 | -348 | -36.1% | -$12.30万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $21.14万 | 0.06% | 3,143 | -701 | -18.2% | -$4.71万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.83万 | 0.06% | 4,919 | 4,919 | — | $20.83万 | 新建仓 |
| BLK | BLACKROCK INC | $20.48万 | 0.06% | 213 | 1 | 0.5% | $962 | 加仓 |
| GE | GE AEROSPACE | $20.20万 | 0.05% | 540 | 540 | — | $20.20万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $20.10万 | 0.05% | 1,869 | 1,869 | — | $20.10万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $12.65万 | 0.03% | 11,673 | -808 | -6.5% | -$8,759 | 减仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -7,624 | -100.0% | -$114.99万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -6,681 | -100.0% | -$113.35万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -8,175 | -100.0% | -$70.84万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -7,592 | -100.0% | -$54.51万 | 清仓 |
| USIG | ISHARES TR | $0 | 0.00% | 0 | -6,663 | -100.0% | -$34.14万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,853 | -100.0% | -$23.04万 | 清仓 |