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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 111 项
建仓 11
增持 34
减持 63
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
BIV
VANGUARD BD INDEX FDS
+$1.1M
19,009
+282%
减持
SMH
VANECK ETF TRUST
+$1.1M
37,200
-1%
建仓
TLT
ISHARES TR
+$1.0M
10,497
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
AAPL
APPLE INC
+$921.7K
43,160
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$857.6K
6,451
+25%
增持
QQQ
INVESCO QQQ TR
+$789.4K
7,858
+16%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$756.2K
188,894
-2%
增持
AMZN
AMAZON COM INC
+$748.3K
29,587
+0%
减持
XLK
SELECT SECTOR SPDR TR
+$702.0K
25,574
-1%
增持
SCHG
SCHWAB STRATEGIC TR
+$697.8K
53,870
+4%
增持
SCHB
SCHWAB STRATEGIC TR
+$690.1K
61,310
+12%
增持
NOBL
PROSHARES TR
+$481.4K
70,819
+0%
建仓
HYG
ISHARES TR
+$411.4K
5,315
增持
XLV
SELECT SECTOR SPDR TR
+$410.5K
10,885
+30%
建仓
XNTK
SPDR SER TR
+$404.0K
2,461
增持
VB
VANGUARD INDEX FDS
+$399.5K
10,382
+8%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
+$387.9K
82,672
-6%
增持
SCHA
SCHWAB STRATEGIC TR
+$354.7K
50,883
+3%
增持
AGG
ISHARES TR
+$324.5K
6,078
+105%
建仓
VOO
VANGUARD INDEX FDS
+$313.2K
717
减持
FLOT
ISHARES TR
-$312.3K
23,806
-20%
减持
—
ETF MANAGERS TR
+$310.6K
48,667
-4%
减持
VOT
VANGUARD INDEX FDS
+$255.9K
11,024
-1%
增持
NVDA
NVIDIA CORPORATION
+$248.1K
4,061
+0%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
+$246.4K
121,930
-1%
清仓
IBB
ISHARES TR
-$239.7K
0
-100%
减持
META
META PLATFORMS INC
+$237.2K
4,496
-0%
建仓
FDG
AMERICAN CENTY ETF TR
+$225.7K
3,170
增持
SCHX
SCHWAB STRATEGIC TR
+$225.6K
38,267
+0%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
+$223.7K
54,515
-2%
建仓
VFH
VANGUARD WORLD FDS
+$221.0K
2,395
减持
SCHP
SCHWAB STRATEGIC TR
-$220.7K
51,546
-11%
增持
SCHM
SCHWAB STRATEGIC TR
+$219.8K
28,743
+0%
建仓
SYLD
CAMBRIA ETF TR
+$216.4K
3,203
增持
UBER
UBER TECHNOLOGIES INC
+$214.8K
11,906
+6%
减持
SCHD
SCHWAB STRATEGIC TR
+$214.1K
51,641
-2%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$211.7K
7,659
建仓
INKM
SSGA ACTIVE ETF TR
+$210.3K
6,775
清仓
XLU
SELECT SECTOR SPDR TR
-$207.6K
0
-100%
建仓
SPLB
SPDR SER TR
+$207.6K
8,726
建仓
BA
BOEING CO
+$204.0K
782
减持
SCHV
SCHWAB STRATEGIC TR
-$201.2K
7,372
-34%
增持
PNQI
INVESCO EXCHANGE TRADED FD T
+$180.4K
14,102
+32%
减持
STIP
ISHARES TR
-$174.1K
14,222
-13%
减持
XLE
SELECT SECTOR SPDR TR
-$169.9K
25,424
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$164.3K
26,619
+3%
增持
XLF
SELECT SECTOR SPDR TR
+$161.6K
35,970
+0%
增持
XLI
SELECT SECTOR SPDR TR
+$152.4K
7,934
+7%
增持
MSFT
MICROSOFT CORP
+$151.3K
2,103
+4%
减持
WCLD
WISDOMTREE TR
+$142.5K
29,379
-2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$129.1K
68,167
+1%
增持
RSPG
INVESCO EXCHANGE TRADED FD T
+$124.7K
26,126
+11%
减持
VTV
VANGUARD INDEX FDS
-$123.6K
1,522
-40%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$122.5K
12,540
-3%
减持
SDOG
ALPS ETF TR
+$121.7K
43,898
-3%
减持
KRE
SPDR SER TR
+$121.3K
24,526
-12%
减持
RSPD
INVESCO EXCHANGE TRADED FD T
+$117.8K
25,571
-2%
增持
XLB
SELECT SECTOR SPDR TR
+$115.0K
12,074
+3%
减持
DVY
ISHARES TR
+$109.8K
38,356
-6%
减持
SOCL
GLOBAL X FDS
+$103.6K
25,210
-1%
减持
DIS
DISNEY WALT CO
+$100.1K
11,537
-1%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$96.6K
27,652
-17%
减持
ALDX
ALDEYRA THERAPEUTICS INC
-$90.1K
28,252
-0%
增持
VHT
VANGUARD WORLD FDS
+$89.6K
5,305
+1%
清仓
—
TRANSOCEAN LTD
-$87.1K
0
-100%
增持
GOOGL
ALPHABET INC
+$82.9K
6,560
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$79.3K
5,538
-6%
增持
ET
ENERGY TRANSFER L P
+$77.0K
45,490
+16%
增持
XAR
SPDR SER TR
+$75.6K
2,566
+6%
减持
DRIV
GLOBAL X FDS
-$71.8K
13,970
-21%
减持
QYLD
GLOBAL X FDS
+$70.4K
135,443
-0%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$61.6K
36,487
-3%
减持
TSLA
TESLA INC
-$54.6K
4,471
-4%
减持
XLY
SELECT SECTOR SPDR TR
-$54.6K
3,016
-18%
减持
LIT
GLOBAL X FDS
-$51.7K
5,170
-9%
增持
ED
CONSOLIDATED EDISON INC
+$47.4K
8,554
+0%
减持
HYEM
VANECK ETF TRUST
-$45.7K
18,652
-15%
减持
PFXF
VANECK ETF TRUST
-$44.2K
113,412
-4%
减持
IEO
ISHARES TR
-$43.2K
3,070
-9%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$38.1K
10,011
-15%
减持
VO
VANGUARD INDEX FDS
+$37.6K
1,753
-1%
减持
KIO
KKR INCOME OPPORTUNITIES FD
+$36.2K
90,878
-2%
减持
TIP
ISHARES TR
-$30.2K
3,119
-11%
增持
XLP
SELECT SECTOR SPDR TR
+$28.8K
4,486
+5%
减持
VTIP
VANGUARD MALVERN FDS
-$28.0K
7,125
-8%
减持
JETS
ETF SER SOLUTIONS
-$20.0K
19,039
-15%
减持
DIV
GLOBAL X FDS
-$17.2K
23,720
-10%
减持
AVUV
AMERICAN CENTY ETF TR
+$15.6K
13,413
-12%
减持
PFF
ISHARES TR
+$15.3K
63,419
-3%
减持
SCHF
SCHWAB STRATEGIC TR
+$14.6K
5,957
-2%
减持
FINX
GLOBAL X FDS
-$13.0K
14,271
-24%
增持
XYLD
GLOBAL X FDS
+$12.7K
22,389
+0%
减持
ICLN
ISHARES TR
-$12.7K
11,040
-13%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
+$12.5K
58,055
-4%
减持
RSPU
INVESCO EXCHANGE TRADED FD T
+$12.3K
7,465
-5%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$10.6K
9,837
-8%
减持
SCHE
SCHWAB STRATEGIC TR
-$10.4K
11,835
-7%
减持
ITA
ISHARES TR
+$10.0K
3,557
-14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.1K
658
+2%
减持
REM
ISHARES TR
+$8.2K
9,267
-2%
减持
PMM
PUTNAM MANAGED MUN INCOME TR
+$7.3K
55,260
-8%
减持
JPM
JPMORGAN CHASE & CO
+$7.2K
1,272
-12%
减持
LQD
ISHARES TR
+$6.8K
3,347
-6%
减持
VOE
VANGUARD INDEX FDS
+$6.4K
4,613
-9%
减持
IHI
ISHARES TR
+$5.2K
19,797
-10%
减持
IHF
ISHARES TR
+$4.7K
885
-4%
减持
DIVO
AMPLIFY ETF TR
+$4.3K
10,398
-4%
增持
PFFV
GLOBAL X FDS
+$2.7K
11,077
+0%
减持
ETW
EATON VANCE TAX-MANAGED GLOB
-$2.0K
65,597
-2%
减持
SHY
ISHARES TR
+$2.0K
5,227
-1%
增持
—
CANOO INC
+$244
20,000
+100%
