Joule Financial, LLC 13F 持仓 · 2026年Q2
Joule Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 116 只证券，申报市值合计 3.69 亿美元。前几大持仓：BND（18.74%）、RSP（12.58%）、IEF（8.38%）。本季前 25 大持仓中：增持 9 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $69.1M | 18.74% | 941,400 | 增持 |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $46.4M | 12.58% | 218,109 | 减持 |
| 3 | IEF | ISHARES TR | $30.9M | 8.38% | 326,912 | 减持 |
| 4 | LQD | ISHARES TR | $29.7M | 8.07% | 272,760 | 增持 |
| 5 | SCHA | SCHWAB STRATEGIC TR | $28.1M | 7.61% | 776,769 | 减持 |
| 6 | SCHD | SCHWAB STRATEGIC TR | $25.8M | 6.99% | 812,806 | 增持 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $9.5M | 2.58% | 133,661 | 减持 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $8.6M | 2.34% | 144,763 | 减持 |
| 9 | VGT | VANGUARD WORLD FD | $6.4M | 1.72% | 53,143 | 增持 |
| 10 | TLT | ISHARES TR | $6.0M | 1.63% | 69,761 | 增持 |
| 11 | SCHE | SCHWAB STRATEGIC TR | $5.7M | 1.56% | 158,537 | 增持 |
| 12 | SCHB | SCHWAB STRATEGIC TR | $5.1M | 1.37% | 174,664 | 减持 |
| 13 | PAYS | PAYSIGN INC | $5.0M | 1.36% | 614,175 | 持平 |
| 14 | VIS | VANGUARD WORLD FD | $4.0M | 1.08% | 11,003 | 减持 |
| 15 | VFH | VANGUARD WORLD FD | $3.9M | 1.05% | 29,304 | 减持 |
| 16 | BE | BLOOM ENERGY CORP | $3.7M | 1.00% | 12,211 | 减持 |
| 17 | VDC | VANGUARD WORLD FD | $3.4M | 0.93% | 15,287 | 减持 |
| 18 | VOX | VANGUARD WORLD FD | $3.3M | 0.90% | 17,987 | 减持 |
| 19 | VHT | VANGUARD WORLD FD | $3.2M | 0.86% | 10,567 | 减持 |
| 20 | GOOGL | ALPHABET INC | $3.1M | 0.85% | 8,763 | 减持 |
| 21 | VCR | VANGUARD WORLD FD | $2.7M | 0.75% | 6,930 | 减持 |
| 22 | VEU | VANGUARD INTL EQUITY INDEX F | $2.5M | 0.67% | 29,635 | 增持 |
| 23 | CSCO | CISCO SYS INC | $2.4M | 0.66% | 20,603 | 减持 |
| 24 | AAPL | APPLE INC | $2.4M | 0.65% | 8,244 | 增持 |
| 25 | IUSV | ISHARES TR | $2.1M | 0.58% | 19,474 | 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