小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
$213.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 106 项
建仓 7
增持 30
减持 67
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$1.7M
43,628
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.3M
37,685
+169%
减持
FLOT
ISHARES TR
-$1.1M
26,876
-45%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SMH
VANECK ETF TRUST
+$1.1M
17,450
+1%
增持
NOBL
PROSHARES TR
+$1.0M
69,509
+18%
建仓
XYLD
GLOBAL X FDS
+$848.9K
20,961
减持
KRE
SPDR SER TR
-$836.7K
33,458
-15%
增持
XLK
SELECT SECTOR SPDR TR
+$731.3K
26,839
+1%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$619.9K
19,978
-1%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
-$618.9K
96,150
-1%
增持
QYLD
GLOBAL X FDS
+$588.9K
132,177
+25%
增持
QQQ
INVESCO QQQ TR
+$571.3K
5,745
+20%
增持
AMZN
AMAZON COM INC
+$553.1K
28,263
+0%
增持
NVDA
NVIDIA CORPORATION
+$543.5K
4,084
+1%
增持
SDOG
ALPS ETF TR
+$453.4K
46,560
+24%
减持
SCHG
SCHWAB STRATEGIC TR
+$431.9K
52,147
-2%
增持
META
META PLATFORMS INC
+$430.3K
4,546
+3%
增持
TSLA
TESLA INC
+$378.7K
3,788
+15%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$347.5K
7,707
减持
XLF
SELECT SECTOR SPDR TR
-$297.4K
46,456
-11%
建仓
UBER
UBER TECHNOLOGIES INC
+$266.9K
8,420
建仓
DIVO
AMPLIFY ETF TR
+$260.9K
7,355
建仓
ET
ENERGY TRANSFER L P
+$251.7K
20,185
建仓
FDG
AMERICAN CENTY ETF TR
+$216.3K
3,693
增持
RSPG
INVESCO EXCHANGE TRADED FD T
+$214.7K
22,018
+24%
清仓
FMAT
FIDELITY COVINGTON TRUST
-$213.5K
0
-100%
清仓
HD
HOME DEPOT INC
-$212.4K
0
-100%
减持
IHI
ISHARES TR
-$208.2K
25,772
-15%
增持
ALDX
ALDEYRA THERAPEUTICS INC
+$200.2K
26,437
+120%
增持
SCHB
SCHWAB STRATEGIC TR
+$189.2K
47,318
+2%
减持
DVY
ISHARES TR
-$178.1K
47,462
-0%
增持
GOOGL
ALPHABET INC
+$177.4K
6,194
+17%
减持
RSPU
INVESCO EXCHANGE TRADED FD T
-$177.1K
6,460
-17%
增持
PFXF
VANECK ETF TRUST
+$161.3K
123,806
+2%
减持
VOT
VANGUARD INDEX FDS
+$149.7K
10,927
-1%
减持
DIS
DISNEY WALT CO
+$147.5K
12,020
-1%
增持
RSPN
INVESCO EXCHANGE TRADED FD T
+$144.2K
12,607
+1%
减持
IEO
ISHARES TR
-$142.3K
3,951
-24%
增持
AVUV
AMERICAN CENTY ETF TR
+$132.5K
12,385
+18%
建仓
AGNC
AGNC INVT CORP
+$127.8K
12,675
减持
SPY
SPDR S&P 500 ETF TR
+$124.8K
4,878
-0%
减持
STIP
ISHARES TR
-$123.3K
18,159
-9%
减持
WCLD
WISDOMTREE TR
+$114.0K
34,439
-5%
减持
VHT
VANGUARD WORLD FDS
-$107.5K
5,470
-4%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$105.6K
45,007
-12%
减持
ED
CONSOLIDATED EDISON INC
-$100.9K
8,525
-11%
减持
ITA
ISHARES TR
-$98.1K
3,783
-21%
减持
MSFT
MICROSOFT CORP
+$90.3K
1,890
-0%
减持
SOXX
ISHARES TR
+$86.7K
1,102
-5%
增持
SCHM
SCHWAB STRATEGIC TR
+$80.4K
30,295
+1%
减持
RSPD
INVESCO EXCHANGE TRADED FD T
+$79.2K
9,797
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$74.8K
18,791
+13%
减持
SCHP
SCHWAB STRATEGIC TR
-$69.1K
63,012
-5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$66.5K
14,029
-4%
减持
XAR
SPDR SER TR
-$64.9K
2,425
-23%
增持
KIO
KKR INCOME OPPORTUNITIES FD
+$64.0K
93,842
+7%
减持
SCHA
SCHWAB STRATEGIC TR
+$63.7K
50,978
-0%
减持
DIV
GLOBAL X FDS
-$62.4K
26,960
-5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$60.2K
6,015
-0%
增持
VTV
VANGUARD INDEX FDS
+$59.4K
4,144
+13%
减持
PMM
PUTNAM MANAGED MUN INCOME TR
-$55.2K
66,301
-10%
减持
XLY
SELECT SECTOR SPDR TR
+$54.5K
3,737
-4%
增持
PFF
ISHARES TR
+$53.2K
67,065
+0%
减持
XLB
SELECT SECTOR SPDR TR
-$51.3K
12,158
-8%
减持
GLD
SPDR GOLD TR
-$41.6K
1,312
-21%
减持
LIT
GLOBAL X FDS
-$38.8K
7,653
-15%
增持
BA
BOEING CO
+$38.8K
1,683
+1%
减持
—
ETF MANAGERS TR
+$38.7K
59,795
-7%
减持
SPLB
SPDR SER TR
-$38.6K
9,346
-19%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$38.5K
12,971
-3%
减持
XLU
SELECT SECTOR SPDR TR
-$36.1K
4,050
-8%
增持
SCHD
SCHWAB STRATEGIC TR
-$35.6K
44,957
+2%
减持
ETW
EATON VANCE TAX-MANAGED GLOB
-$34.4K
70,182
-1%
减持
XLV
SELECT SECTOR SPDR TR
-$33.8K
4,694
-1%
减持
JETS
ETF SER SOLUTIONS
+$32.9K
30,231
-3%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$31.9K
2,693
-18%
减持
IBB
ISHARES TR
-$31.8K
2,315
-8%
减持
PNQI
INVESCO EXCHANGE TRADED FD T
+$30.4K
4,910
-17%
减持
TIP
ISHARES TR
-$30.1K
3,974
-10%
减持
VSGX
VANGUARD WORLD FD
-$28.4K
5,846
-14%
增持
PFFV
GLOBAL X FDS
+$27.4K
11,056
+10%
减持
SHY
ISHARES TR
-$25.8K
5,186
-7%
减持
SCHX
SCHWAB STRATEGIC TR
+$21.2K
39,758
-6%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$21.0K
11,859
-0%
减持
SOCL
GLOBAL X FDS
+$20.1K
25,750
-14%
增持
XLE
SELECT SECTOR SPDR TR
+$18.4K
13,820
+7%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$16.6K
15,851
-1%
减持
ICLN
ISHARES TR
-$16.0K
12,628
-6%
减持
—
INVESCO EXCHANGE TRADED FD T
+$14.8K
31,914
-2%
减持
VB
VANGUARD INDEX FDS
-$14.2K
11,204
-4%
减持
VTIP
VANGUARD MALVERN FDS
-$13.5K
8,857
-5%
减持
TLT
ISHARES TR
+$11.6K
2,356
-2%
减持
FINX
GLOBAL X FDS
-$11.0K
29,528
-9%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
+$9.5K
12,644
-1%
减持
AGG
ISHARES TR
-$9.4K
2,909
-6%
减持
XLI
SELECT SECTOR SPDR TR
+$7.4K
4,053
-1%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$7.3K
20,165
-3%
减持
T
AT&T INC
+$7.0K
10,152
-1%
减持
BIV
VANGUARD BD INDEX FDS
+$6.9K
5,602
-2%
减持
DRIV
GLOBAL X FDS
-$6.8K
21,355
-18%
减持
LQD
ISHARES TR
-$5.4K
3,204
-5%
增持
VOE
VANGUARD INDEX FDS
-$5.0K
6,683
+0%
减持
XHE
SPDR SER TR
+$4.7K
2,742
-2%
减持
VO
VANGUARD INDEX FDS
+$4.1K
2,298
-3%
减持
INKM
SSGA ACTIVE ETF TR
+$2.7K
6,775
-1%
增持
SCHV
SCHWAB STRATEGIC TR
-$1.1K
14,493
+1%
