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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
$213.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 107 项
建仓 2
增持 31
减持 70
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$1.1M
42,718
-2%
增持
SMH
VANECK ETF TRUST
+$1.0M
37,030
+112%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$938.2K
54,145
+44%
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
AMZN
AMAZON COM INC
+$813.3K
28,633
+1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$772.4K
23,152
+200%
减持
NVDA
NVIDIA CORPORATION
+$574.1K
4,039
-1%
减持
XLK
SELECT SECTOR SPDR TR
+$561.2K
26,539
-1%
增持
QQQ
INVESCO QQQ TR
+$477.4K
6,283
+9%
减持
SCHG
SCHWAB STRATEGIC TR
+$444.8K
51,277
-2%
减持
DVY
ISHARES TR
-$441.5K
45,191
-5%
增持
NOBL
PROSHARES TR
+$357.6K
71,061
+2%
清仓
BA
BOEING CO
-$357.4K
0
-100%
减持
META
META PLATFORMS INC
+$336.8K
4,531
-0%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$314.8K
14,255
-10%
增持
FLOT
ISHARES TR
+$272.8K
32,016
+19%
减持
KRE
SPDR SER TR
-$260.8K
29,554
-12%
增持
TSLA
TESLA INC
+$252.1K
3,965
+5%
减持
PNQI
INVESCO EXCHANGE TRADED FD T
-$239.4K
2,893
-41%
建仓
SCHF
SCHWAB STRATEGIC TR
+$221.5K
6,212
减持
—
ETF MANAGERS TR
-$217.3K
52,237
-13%
增持
AVUV
AMERICAN CENTY ETF TR
+$217.1K
14,616
+18%
减持
SCHP
SCHWAB STRATEGIC TR
-$213.3K
60,363
-4%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$209.2K
19,459
-3%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$209.1K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$208.3K
48,160
+7%
清仓
VFH
VANGUARD WORLD FDS
-$206.0K
0
-100%
清仓
T
AT&T INC
-$195.4K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$193.2K
6,034
+29%
增持
VOT
VANGUARD INDEX FDS
+$188.8K
11,267
+3%
减持
XLF
SELECT SECTOR SPDR TR
-$186.4K
38,777
-17%
增持
SPY
SPDR S&P 500 ETF TR
+$173.9K
4,898
+0%
减持
SCHB
SCHWAB STRATEGIC TR
+$170.3K
47,087
-0%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
-$163.7K
91,565
-5%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$158.5K
39,597
-12%
减持
XLB
SELECT SECTOR SPDR TR
-$149.1K
10,035
-17%
减持
STIP
ISHARES TR
-$145.5K
16,972
-7%
减持
DIS
DISNEY WALT CO
-$144.3K
11,865
-1%
增持
DIVO
AMPLIFY ETF TR
+$142.1K
11,195
+52%
增持
ET
ENERGY TRANSFER L P
+$128.5K
29,935
+48%
增持
GOOGL
ALPHABET INC
+$119.9K
6,369
+3%
增持
QYLD
GLOBAL X FDS
+$118.7K
134,397
+2%
减持
RSPU
INVESCO EXCHANGE TRADED FD T
-$118.4K
5,555
-14%
增持
ITA
ISHARES TR
+$118.0K
4,743
+25%
减持
VB
VANGUARD INDEX FDS
-$117.6K
10,087
-10%
增持
XLE
SELECT SECTOR SPDR TR
+$107.8K
15,431
+12%
增持
UBER
UBER TECHNOLOGIES INC
+$103.0K
8,569
+2%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$101.4K
11,072
-12%
增持
MSFT
MICROSOFT CORP
+$98.9K
1,891
+0%
减持
VTV
VANGUARD INDEX FDS
-$98.3K
3,336
-19%
减持
FINX
GLOBAL X FDS
-$97.6K
23,432
-21%
减持
VO
VANGUARD INDEX FDS
-$93.3K
1,778
-23%
减持
SCHX
SCHWAB STRATEGIC TR
+$85.9K
38,361
-4%
增持
XLY
SELECT SECTOR SPDR TR
+$80.3K
3,764
+1%
减持
SDOG
ALPS ETF TR
-$77.9K
46,146
-1%
增持
RSPG
INVESCO EXCHANGE TRADED FD T
+$72.7K
23,044
+5%
减持
ALDX
ALDEYRA THERAPEUTICS INC
-$71.4K
22,781
-14%
减持
SOXX
ISHARES TR
+$65.4K
1,095
-1%
增持
GOOG
ALPHABET INC
+$57.1K
3,120
+1%
减持
BIV
VANGUARD BD INDEX FDS
-$56.0K
4,970
-11%
减持
SNOW
SNOWFLAKE INC
+$55.1K
2,895
-2%
减持
PFF
ISHARES TR
-$54.9K
65,918
-2%
减持
WCLD
WISDOMTREE TR
-$52.5K
30,609
-11%
减持
VSGX
VANGUARD WORLD FD
-$51.9K
4,787
-18%
减持
KIO
KKR INCOME OPPORTUNITIES FD
+$50.9K
93,137
-1%
增持
XYLD
GLOBAL X FDS
+$49.8K
21,893
+4%
减持
LIT
GLOBAL X FDS
-$49.5K
6,719
-12%
减持
TIP
ISHARES TR
-$49.2K
3,614
-9%
减持
PFXF
VANECK ETF TRUST
-$47.8K
120,962
-2%
减持
JETS
ETF SER SOLUTIONS
+$46.3K
28,455
-6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$45.9K
13,019
-7%
减持
VOE
VANGUARD INDEX FDS
-$45.6K
6,145
-8%
增持
ED
CONSOLIDATED EDISON INC
-$44.1K
8,535
+0%
减持
XLU
SELECT SECTOR SPDR TR
-$43.6K
3,523
-13%
减持
XLP
SELECT SECTOR SPDR TR
-$39.2K
2,899
-15%
减持
SCHV
SCHWAB STRATEGIC TR
-$29.4K
13,728
-5%
减持
TLT
ISHARES TR
-$28.7K
2,156
-8%
增持
VZ
VERIZON COMMUNICATIONS INC
-$28.5K
18,884
+0%
减持
SCHA
SCHWAB STRATEGIC TR
+$28.0K
49,440
-3%
减持
IBB
ISHARES TR
-$26.7K
2,145
-7%
减持
PMM
PUTNAM MANAGED MUN INCOME TR
-$25.8K
62,498
-6%
增持
IWC
ISHARES TR
+$24.7K
2,138
+7%
减持
DIV
GLOBAL X FDS
-$21.7K
26,870
-0%
减持
DRIV
GLOBAL X FDS
-$20.7K
18,755
-12%
减持
ETW
EATON VANCE TAX-MANAGED GLOB
-$19.2K
66,650
-5%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$16.7K
11,515
-3%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$15.5K
12,866
-1%
减持
VTIP
VANGUARD MALVERN FDS
-$14.9K
8,617
-3%
减持
XLI
SELECT SECTOR SPDR TR
-$14.7K
3,684
-9%
减持
AGNC
AGNC INVT CORP
-$13.5K
11,275
-11%
减持
REM
ISHARES TR
+$13.5K
10,275
-2%
减持
VHT
VANGUARD WORLD FDS
-$12.7K
5,276
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$12.4K
644
-4%
减持
IEO
ISHARES TR
-$11.8K
3,852
-3%
减持
FDG
AMERICAN CENTY ETF TR
+$10.8K
3,459
-6%
减持
RSPD
INVESCO EXCHANGE TRADED FD T
-$10.4K
9,007
-8%
减持
GLD
SPDR GOLD TR
-$10.1K
1,292
-2%
减持
XHE
SPDR SER TR
-$7.5K
2,532
-8%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
+$6.0K
12,395
-2%
建仓
—
CANOO INC
+$4.8K
10,000
减持
JPM
JPMORGAN CHASE & CO
-$4.2K
1,442
-12%
减持
SCHM
SCHWAB STRATEGIC TR
+$4.1K
28,997
-4%
增持
HYEM
VANECK ETF TRUST
-$2.6K
22,895
+0%
减持
IHI
ISHARES TR
-$2.6K
24,594
-5%
增持
SHY
ISHARES TR
+$1.7K
5,276
+2%
减持
SCHE
SCHWAB STRATEGIC TR
-$1.5K
12,915
-1%
增持
AGG
ISHARES TR
-$998
2,949
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$748
5,898
-2%
