Joseph Group Capital Management 13F 持仓 · 2026年Q2
Joseph Group Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 387 只证券，申报市值合计 4.76 亿美元。前几大持仓：JCPB（8.50%）、DFAI（6.81%）、VXUS（6.43%）。本季前 25 大持仓中：新建仓 3 只、增持 14 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | $40.5M | 8.50% | 862,060 | 增持 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $32.4M | 6.81% | 785,542 | 减持 |
| 3 | VXUS | VANGUARD STAR FDS | $30.6M | 6.43% | 358,140 | 减持 |
| 4 | SCHP | SCHWAB STRATEGIC TR | $27.7M | 5.82% | 1.0M | 增持 |
| 5 | HELO | J P MORGAN EXCHANGE TRADED F | $20.8M | 4.37% | 307,601 | 新建仓 |
| 6 | CCNR | FINANCIAL INVS TR | $16.5M | 3.47% | 443,569 | 增持 |
| 7 | DYNF | BLACKROCK ETF TRUST | $15.2M | 3.19% | 223,451 | 增持 |
| 8 | MOAT | VANECK ETF TRUST | $14.3M | 3.01% | 137,649 | 增持 |
| 9 | DEW | WISDOMTREE TR | $14.3M | 3.00% | 207,600 | 减持 |
| 10 | SCHD | SCHWAB STRATEGIC TR | $10.2M | 2.15% | 322,053 | 减持 |
| 11 | SAMT | ADVISORS INNER CIRCLE FD III | $9.8M | 2.05% | 204,561 | 新建仓 |
| 12 | IGV | ISHARES TR | $9.6M | 2.02% | 106,101 | 减持 |
| 13 | AAPL | APPLE INC | $8.4M | 1.77% | 29,068 | 减持 |
| 14 | RSPF | INVESCO EXCHANGE TRADED FD T | $8.4M | 1.77% | 108,498 | 增持 |
| 15 | ETN | EATON CORP PLC | $8.3M | 1.74% | 19,410 | 增持 |
| 16 | PH | PARKER-HANNIFIN CORP | $8.2M | 1.72% | 8,369 | 增持 |
| 17 | HD | HOME DEPOT INC | $8.1M | 1.70% | 22,944 | 增持 |
| 18 | SEPI | SCM TRUST | $8.1M | 1.70% | 289,766 | 新建仓 |
| 19 | JPM | JPMORGAN CHASE & CO. | $8.0M | 1.69% | 24,543 | 增持 |
| 20 | LRCX | Lam Research Corporation | $8.0M | 1.67% | 18,363 | 减持 |
| 21 | V | VISA INC | $7.9M | 1.67% | 23,166 | 增持 |
| 22 | GOOGL | ALPHABET INC | $7.7M | 1.62% | 21,602 | 减持 |
| 23 | DIVI | FRANKLIN TEMPLETON ETF TR | $7.4M | 1.56% | 173,555 | 增持 |
| 24 | PG | PROCTER AND GAMBLE CO | $7.3M | 1.53% | 49,791 | 增持 |
| 25 | MSFT | MICROSOFT CORP | $7.1M | 1.49% | 19,040 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR