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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $6,757.17万 | 19.68% | 917,595 | 18,722 | 2.1% | $137.87万 | 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 |
| IEF | ISHARES TR | $3,133.26万 | 9.13% | 328,296 | 44,085 | 15.5% | $420.75万 | 加仓 |
| LQD | ISHARES TR | $2,912.26万 | 8.48% | 267,204 | 5,522 | 2.1% | $60.18万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,489.01万 | 7.25% | 811,281 | -7,887 | -1.0% | -$24.20万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,316.81万 | 6.75% | 796,701 | -5,906 | -0.7% | -$17.17万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $865.07万 | 2.52% | 134,998 | -2,005 | -1.5% | -$12.85万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $788.30万 | 2.30% | 145,846 | -1,406 | -1.0% | -$7.60万 | 减仓 |
| TLT | ISHARES TR | $602.49万 | 1.75% | 69,499 | -367 | -0.5% | -$3.18万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $517.96万 | 1.51% | 157,195 | 830 | 0.5% | $2.73万 | 加仓 |
| VGT | VANGUARD WORLD FD | $472.27万 | 1.38% | 6,768 | -116 | -1.7% | -$8.09万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $445.80万 | 1.30% | 177,609 | -63,688 | -26.4% | -$159.86万 | 减仓 |
| VFH | VANGUARD WORLD FD | $367.48万 | 1.07% | 30,418 | 6,913 | 29.4% | $83.52万 | 加仓 |
| PAYS | PAYSIGN INC | $362.36万 | 1.06% | 614,175 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $354.30万 | 1.03% | 15,775 | 348 | 2.3% | $7.82万 | 加仓 |
| GOOGL | ALPHABET INC | $349.79万 | 1.02% | 12,164 | -390 | -3.1% | -$11.21万 | 减仓 |
| VIS | VANGUARD WORLD FD | $347.04万 | 1.01% | 11,115 | -49 | -0.4% | -$1.53万 | 减仓 |
| VOX | VANGUARD WORLD FD | $323.82万 | 0.94% | 18,005 | -432 | -2.3% | -$7.77万 | 减仓 |
| VHT | VANGUARD WORLD FD | $292.42万 | 0.85% | 10,737 | 148 | 1.4% | $4.03万 | 加仓 |
| VCR | VANGUARD WORLD FD | $259.89万 | 0.76% | 7,238 | 348 | 5.1% | $12.50万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $233.74万 | 0.68% | 38,155 | -17,792 | -31.8% | -$108.99万 | 减仓 |
| AAPL | APPLE INC | $204.78万 | 0.60% | 8,068 | 2,835 | 54.2% | $71.96万 | 加仓 |
| CSCO | CISCO SYS INC | $197.79万 | 0.58% | 25,491 | 653 | 2.6% | $5.07万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $186.89万 | 0.54% | 24,885 | 20,608 | 481.8% | $154.77万 | 加仓 |
| BE | BLOOM ENERGY CORP | $172.64万 | 0.50% | 12,742 | -6,292 | -33.1% | -$85.25万 | 减仓 |
| CIEN | CIENA CORP | $171.83万 | 0.50% | 4,426 | -4,920 | -52.6% | -$191.01万 | 减仓 |
| BIDU | BAIDU INC | $167.98万 | 0.49% | 15,076 | 7,256 | 92.8% | $80.85万 | 加仓 |
| IUSV | ISHARES TR | $163.63万 | 0.48% | 16,002 | 13,345 | 502.3% | $136.46万 | 加仓 |
| IGV | ISHARES TR | $163.05万 | 0.47% | 20,368 | 20,368 | — | $163.05万 | 新建仓 |
| TSLA | TESLA INC | $156.54万 | 0.46% | 4,211 | -90 | -2.1% | -$3.35万 | 减仓 |
| VPU | VANGUARD WORLD FD | $143.57万 | 0.42% | 7,245 | 2 | 0.0% | $396 | 加仓 |
| SPYG | SPDR SERIES TRUST | $132.23万 | 0.39% | 13,505 | 10,994 | 437.8% | $107.64万 | 加仓 |
| SNOW | SNOWFLAKE INC | $114.99万 | 0.33% | 7,624 | 174 | 2.3% | $2.62万 | 加仓 |
| — | EXXON MOBIL CORP | $113.35万 | 0.33% | 6,681 | 199 | 3.1% | $3.38万 | 加仓 |
| IUSB | ISHARES TR | $112.06万 | 0.33% | 24,260 | 24,260 | — | $112.06万 | 新建仓 |
| CCJ | CAMECO CORP | $112.03万 | 0.33% | 10,315 | -55 | -0.5% | -$5,974 | 减仓 |
| CMI | CUMMINS INC | $108.63万 | 0.32% | 2,019 | -27 | -1.3% | -$1.45万 | 减仓 |
| PFE | PFIZER INC | $102.02万 | 0.30% | 36,332 | 36,332 | — | $102.02万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $99.84万 | 0.29% | 7,958 | 17 | 0.2% | $2,133 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $98.48万 | 0.29% | 3,347 | -219 | -6.1% | -$6.44万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $94.43万 | 0.28% | 36,828 | -5,555 | -13.1% | -$14.24万 | 减仓 |
| CAT | CATERPILLAR INC | $86.43万 | 0.25% | 1,220 | -14 | -1.1% | -$9,918 | 减仓 |
| VAW | VANGUARD WORLD FD | $86.05万 | 0.25% | 3,818 | 14 | 0.4% | $3,155 | 加仓 |
| KR | KROGER CO | $84.64万 | 0.25% | 11,697 | 121 | 1.0% | $8,756 | 加仓 |
| DE | DEERE & CO | $79.37万 | 0.23% | 1,409 | -20 | -1.4% | -$1.13万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $78.76万 | 0.23% | 5,452 | 86 | 1.6% | $1.24万 | 加仓 |
| MSFT | MICROSOFT CORP | $78.39万 | 0.23% | 2,117 | -13 | -0.6% | -$4,814 | 减仓 |
| CVX | CHEVRON CORPORATION | $75.90万 | 0.22% | 3,668 | -8 | -0.2% | -$1,655 | 减仓 |
| FSLR | FIRST SOLAR INC | $75.73万 | 0.22% | 3,839 | -154 | -3.9% | -$3.04万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $71.18万 | 0.21% | 22,990 | -1,899 | -7.6% | -$5.88万 | 减仓 |
| MDT | MEDTRONIC PLC | $70.84万 | 0.21% | 8,175 | 3 | 0.0% | $260 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $66.32万 | 0.19% | 2,713 | -55 | -2.0% | -$1.34万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $66.28万 | 0.19% | 10,856 | -5,585 | -34.0% | -$34.10万 | 减仓 |
| AMZN | AMAZON COM INC | $64.00万 | 0.19% | 3,073 | -3,856 | -55.7% | -$80.31万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $62.24万 | 0.18% | 2,567 | -2,348 | -47.8% | -$56.93万 | 减仓 |
| RTX | RTX CORPORATION | $61.96万 | 0.18% | 3,211 | -35 | -1.1% | -$6,753 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $61.06万 | 0.18% | 20,020 | -9,185 | -31.5% | -$28.01万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $57.44万 | 0.17% | 25,325 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $54.51万 | 0.16% | 1,898 | 1,898 | — | $54.51万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $52.44万 | 0.15% | 1,233 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $51.98万 | 0.15% | 3,822 | -370 | -8.8% | -$5.03万 | 减仓 |
| MRK | MERCK & CO INC | $51.92万 | 0.15% | 4,316 | -11 | -0.3% | -$1,323 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $51.40万 | 0.15% | 20,768 | -2,662 | -11.4% | -$6.59万 | 减仓 |
| EMR | EMERSON ELEC CO | $50.70万 | 0.15% | 3,870 | -51 | -1.3% | -$6,682 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $50.12万 | 0.15% | 5,130 | 30 | 0.6% | $2,931 | 加仓 |
| SNA | SNAP ON INC | $49.72万 | 0.14% | 1,369 | 308 | 29.0% | $11.19万 | 加仓 |
| PEP | PEPSICO INC | $48.89万 | 0.14% | 3,148 | 181 | 6.1% | $2.81万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $47.63万 | 0.14% | 994 | 49 | 5.2% | $2.35万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $46.07万 | 0.13% | 1,436 | -14 | -1.0% | -$4,492 | 减仓 |
| TXN | TEXAS INSTRS INC | $43.49万 | 0.13% | 2,239 | -52 | -2.3% | -$1.01万 | 减仓 |
| GLD | SPDR GOLD TR | $42.68万 | 0.12% | 992 | -1,207 | -54.9% | -$51.94万 | 减仓 |
| KO | COCA COLA CO | $42.23万 | 0.12% | 5,514 | -107 | -1.9% | -$8,195 | 减仓 |
| MBB | ISHARES TR | $39.78万 | 0.12% | 4,189 | 4,189 | — | $39.78万 | 新建仓 |
| OKLO | OKLO INC | $38.50万 | 0.11% | 7,763 | -68 | -0.9% | -$3,372 | 减仓 |
| NVDA | NVIDIA CORPORATION | $37.94万 | 0.11% | 2,175 | 180 | 9.0% | $3.14万 | 加仓 |
| UNP | UNION PAC CORP | $37.39万 | 0.11% | 1,541 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $37.09万 | 0.11% | 1,705 | -10 | -0.6% | -$2,176 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $36.42万 | 0.11% | 1,204 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $34.83万 | 0.10% | 15,000 | -1,383 | -8.4% | -$3.21万 | 减仓 |
| USIG | ISHARES TR | $34.14万 | 0.10% | 6,663 | 6,663 | — | $34.14万 | 新建仓 |
| FAST | FASTENAL CO | $34.10万 | 0.10% | 7,350 | -66 | -0.9% | -$3,062 | 减仓 |
| GRMN | GARMIN LTD | $33.76万 | 0.10% | 1,455 | -49 | -3.3% | -$1.14万 | 减仓 |
| ETN | EATON CORP PLC | $33.41万 | 0.10% | 934 | -15 | -1.6% | -$5,365 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $31.53万 | 0.09% | 9,960 | -72 | -0.7% | -$2,280 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $31.50万 | 0.09% | 4,333 | 15 | 0.3% | $1,090 | 加仓 |
| AFL | AFLAC INC | $31.46万 | 0.09% | 2,867 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $31.15万 | 0.09% | 6,704 | 47 | 0.7% | $2,184 | 加仓 |
| SYBT | STOCK YDS BANCORP INC | $30.93万 | 0.09% | 4,643 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $30.70万 | 0.09% | 507 | -1 | -0.2% | -$605 | 减仓 |
| VOO | VANGUARD INDEX FDS | $29.70万 | 0.09% | 497 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $29.21万 | 0.09% | 5,068 | 718 | 16.5% | $4.14万 | 加仓 |
| MET | METLIFE INC | $29.09万 | 0.08% | 4,113 | -103 | -2.4% | -$7,284 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $29.04万 | 0.08% | 446 | 69 | 18.3% | $4.49万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.95万 | 0.08% | 1,346 | 38 | 2.9% | $8,172 | 加仓 |
| CSX | CSX CORP | $28.72万 | 0.08% | 6,995 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $28.51万 | 0.08% | 310 | -4 | -1.3% | -$3,679 | 减仓 |
| LRGF | ISHARES TR | $28.30万 | 0.08% | 4,287 | 4,287 | — | $28.30万 | 新建仓 |
| GOOG | ALPHABET INC | $27.62万 | 0.08% | 963 | 1 | 0.1% | $287 | 加仓 |
| LOW | LOWES COS INC | $27.34万 | 0.08% | 1,157 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $26.68万 | 0.08% | 858 | -3 | -0.3% | -$933 | 减仓 |