13FBOX
Joseph Group Capital Management · 13F 持仓分析
期权收益计算器 机构排行

Joseph Group Capital Management

No.4375 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.76亿
环比变动 Q1 2026
+$7,568.1万+18.9%
持仓股票数
387
新买入
42
加仓
253
减仓
77
清仓
34
持股不变
15
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
J摩根大通·CORE PLUS BOND ETFJCPB
8.5%9.7%$4,046.5万86.2万股$3,884.9万82.5万股+3.7万股+4.47%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
6.81%7.65%$3,240.4万78.6万股$3,063.2万78.6万股-700股-0.09%减仓
V先锋领航STAR基金VXUS
6.43%6.98%$3,061.7万35.8万股$2,793.1万36.2万股-4,076股-1.13%减仓
S嘉信·USSCHP
5.82%6.91%$2,770.7万104.6万股$2,764.8万103.9万股+6,542股+0.63%加仓
JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO
4.37%$2,078.8万30.8万股$00股+30.8万股新买入
FFINANCIAL INVS TRCCNR
3.47%4.3%$1,654.1万44.4万股$1,722.2万42.9万股+1.4万股+3.28%加仓
B贝莱德ETF信托DYNF
3.19%3.22%$1,519.7万22.3万股$1,289.5万22.2万股+1,810股+0.82%加仓
VVanEck Russia ETFBBH
3.01%3.3%$1,431.0万13.8万股$1,319.4万13.6万股+1,210股+0.89%加仓
WWisdomTree信托DEW
3%3.47%$1,426.0万20.8万股$1,387.4万20.9万股-1,565股-0.75%减仓
S嘉信策略信托SCHD
2.15%2.48%$1,021.2万32.2万股$993.6万32.4万股-1,800股-0.56%减仓
AADVISORS INNER CIRCLE FD III STRATEGAS MACROSAMT
2.05%$976.5万20.5万股$00股+20.5万股新买入
IISHARES EXPANDED TECH-SOFTWARE (US)IGV
2.02%2.19%$961.3万10.6万股$876.7万11.0万股-3,423股-3.13%减仓
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
1.77%1.93%$841.4万10.8万股$770.9万10.8万股+515股+0.48%加仓
苹果AAPL
1.77%1.89%$841.1万2.9万股$755.6万3.0万股-705股-2.37%减仓
伊顿ETN
1.74%1.72%$827.1万1.9万股$687.9万1.9万股+178股+0.93%加仓
派克汉尼汾PH
1.72%1.62%$818.6万8,369股$650.4万7,265股+1,104股+15.20%加仓
家得宝HD
1.7%1.6%$809.2万2.3万股$640.4万1.9万股+3,472股+17.83%加仓
SSHELTON EQUITY PREMIUM INCOME ETFSEPI
1.7%$807.0万29.0万股$00股+29.0万股新买入
摩根大通JPM
1.69%1.77%$803.4万2.5万股$707.3万2.4万股+498股+2.07%加仓
泛林集团LRCX
1.67%1.17%$795.7万1.8万股$469.9万2.2万股-3,631股-16.51%减仓
VisaV
1.67%1.61%$794.8万2.3万股$643.1万2.1万股+1,887股+8.87%加仓
谷歌AGOOGL
1.62%1.72%$772.0万2.2万股$688.3万2.4万股-2,335股-9.75%减仓
FFranklin Templeton ETF TrustDIVI
1.56%1.71%$741.4万17.4万股$683.1万17.2万股+1,960股+1.14%加仓
宝洁PG
1.53%1.63%$730.1万5.0万股$654.4万4.5万股+4,486股+9.90%加仓
微软MSFT
1.49%1.66%$710.2万1.9万股$663.2万1.8万股+1,124股+6.27%加仓
BBahl & Gaynor Small/Mid Cap Income Growth ETFSMIG
1.4%1.51%$667.3万20.3万股$603.2万20.6万股-2,140股-1.04%减仓
AAT&TT
1.33%1.84%$632.4万30.6万股$738.3万25.5万股+5.1万股+19.96%加仓
礼来LLY
1.32%1.16%$628.6万5,241股$463.1万5,035股+206股+4.09%加仓
FIFTH THIRD BANCORP COMFITB
1.21%1.17%$576.0万10.2万股$466.7万10.0万股+1,739股+1.73%加仓
亚马逊AMZN
1.15%1.23%$549.5万2.3万股$494.2万2.4万股-674股-2.84%减仓
马拉松石油MPC
1.13%1.26%$536.9万2.1万股$506.2万2.1万股+269股+1.30%加仓
美国电力AEP
1.12%1.24%$535.1万3.9万股$498.3万3.8万股+1,100股+2.89%加仓
福泰制药VRTX
1.12%1.17%$534.3万1.1万股$469.5万1.1万股+242股+2.30%加仓
PROGRESSIVEPGR
1.09%1.09%$519.0万2.4万股$437.3万2.2万股+1,698股+7.70%加仓
AMGEN COMAMGN
1.07%1.18%$510.1万1.4万股$471.2万1.3万股+694股+5.18%加仓
RPM INTLRPM
1.07%1.12%$508.2万4.6万股$449.0万4.5万股+558股+1.24%加仓
博通AVGO
1.06%1.17%$504.0万1.3万股$467.4万1.5万股-1,758股-11.64%减仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
0.96%1%$457.7万13.1万股$401.2万13.2万股-43股-0.03%减仓
INSTALLED BLDG PRODSIBP
0.9%1.13%$428.4万1.9万股$451.0万1.7万股+1,630股+9.58%加仓
雪佛龙CVX
0.89%1.3%$423.9万2.6万股$519.5万2.5万股+464股+1.85%加仓
WWORLD GOLD TRGLD
0.88%1.16%$418.8万5.3万股$463.4万5.0万股+2,738股+5.48%加仓
KROGER COMKR
0.87%1.19%$414.6万7.5万股$475.7万6.6万股+8,937股+13.60%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.84%0.86%$401.7万11.9万股$345.8万11.9万股-9股-0.01%减仓
IiShares安硕信托GVI
0.61%0.71%$289.5万2.7万股$283.6万2.7万股+182股+0.68%加仓
IINVESCO PHARMACEUTICALS ETFPJP
0.57%0.59%$272.0万2.3万股$235.7万2.3万股+253股+1.11%加仓
MEDPACEMEDP
0.56%0.53%$264.3万4,991股$212.2万4,420股+571股+12.92%加仓
V先锋领航白厅基金VYM
0.48%0.53%$229.1万1.4万股$213.8万1.4万股+62股+0.43%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.48%0.54%$228.7万9,666股$215.2万1.0万股-341股-3.41%减仓
英伟达NVDA
0.33%0.23%$156.3万7,809股$91.4万5,240股+2,569股+49.03%加仓
S嘉信·USSCHA
0.3%0.29%$143.9万4.0万股$117.9万4.1万股-710股-1.75%减仓

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