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Joseph P. Lucia & Associates, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Joseph P. Lucia & Associates, LLC

报告期 2026-03-31 · CIK 0001775391

持仓数

169

前50大市值合计

$213.6M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SMH VANECK ETF TRUST

SEMICONDUCTR ETF

$13.8M

35,988

6.5%

AAPL APPLE INC

COM

$11.8M

46,299

5.5%

NVDA NVIDIA CORPORATION

COM

$9.7M

55,591

4.5%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$8.5M

339,416

4.0%

NOBL PROSHARES TR

S&P 500 DV ARIST

$8.3M

78,021

3.9%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$7.7M

11,777

3.6%

AMZN AMAZON COM INC

COM

$7.5M

36,232

3.5%

BINC BLACKROCK ETF TRUST II

ISHARES FLEXIBLE

$7.1M

135,898

3.3%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$6.6M

226,289

3.1%

RSPT INVESCO EXCHANGE TRADED FD T

S&P500 EQL TEC

$6.6M

145,513

3.1%

AGG ISHARES TR

CORE US AGGBD ET

$5.8M

58,156

2.7%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$5.7M

43,023

2.7%

QQQ INVESCO QQQ TR

UNIT SER 1

$5.7M

9,804

2.6%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$5.6M

183,908

2.6%

RSPF INVESCO EXCHANGE TRADED FD T

S&P500 EQL FIN

$5.6M

78,825

2.6%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$5.6M

29,147

2.6%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$4.8M

78,683

2.3%

DVY ISHARES TR

SELECT DIVID ETF

$4.8M

31,425

2.2%

LQD ISHARES TR

IBOXX INV CP ETF

$4.7M

42,774

2.2%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$4.4M

77,424

2.1%

XLF SELECT SECTOR SPDR TR

STATE STREET FIN

$4.0M

82,015

1.9%

HACK AMPLIFY ETF TR

AMPLIFY CYBERSEC

$3.4M

45,477

1.6%

RSPH INVESCO EXCHANGE TRADED FD T

S&P500 EQL HLT

$3.4M

112,720

1.6%

BIV VANGUARD BD INDEX FDS

INTERMED TERM

$3.0M

39,366

1.4%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$3.0M

20,535

1.4%

RSPG INVESCO EXCHANGE TRADED FD T

S&P500 EQL ENR

$2.9M

26,145

1.3%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$2.8M

4,659

1.3%

XLU SELECT SECTOR SPDR TR

STATE STREET UTI

$2.8M

60,018

1.3%

RSPN INVESCO EXCHANGE TRADED FD T

S&P500 EQL IND

$2.7M

47,588

1.3%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$2.6M

12,275

1.2%

META META PLATFORMS INC

CL A

$2.6M

4,582

1.2%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$2.6M

100,569

1.2%

VB VANGUARD INDEX FDS

SMALL CP ETF

$2.6M

9,782

1.2%

XLB SELECT SECTOR SPDR TR

STATE STREET MAT

$2.6M

51,143

1.2%

VOT VANGUARD INDEX FDS

MCAP GR IDXVIP

$2.5M

9,622

1.2%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$2.4M

83,758

1.1%

SDOG ALPS ETF TR

SECTR DIV DOGS

$2.4M

37,238

1.1%

FTSD FRANKLIN ETF TR

SHRT DUR US GOVT

$2.3M

25,763

1.1%

XLI SELECT SECTOR SPDR TR

STATE STREET IND

$2.3M

14,095

1.1%

QYLD GLOBAL X FDS

NASDAQ 100 COVER

$2.2M

126,741

1.0%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$2.1M

68,648

1.0%

GOOGL ALPHABET INC

CAP STK CL A

$2.1M

7,162

1.0%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$2.1M

18,640

1.0%

JEPQ J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM

$2.0M

35,762

0.9%

SOXX ISHARES TR

ISHARES SEMICDTR

$1.9M

5,693

0.9%

TLT ISHARES TR

20 YR TR BD ETF

$1.8M

20,188

0.8%

APRW AIM ETF PRODUCTS TRUST

ALLIANZIM US EQT

$1.7M

48,532

0.8%

JANW AIM ETF PRODUCTS TRUST

ALLIANZIM US EQU

$1.6M

44,755

0.8%

EMB ISHARES TR

JPMORGAN USD EMG

$1.6M

16,946

0.7%

PFXF VANECK ETF TRUST

PREFERRED SECURT

$1.5M

85,884

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

28%前 6 大占比

SMH6.5%AAPL5.5%NVDA4.5%SCHB4.0%NOBL3.9%SPY3.6%