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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 117 项
建仓 11
增持 50
减持 50
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
HACK
AMPLIFY ETF TR
+$3.1M
49,022
清仓
—
ETF MANAGERS TR
-$2.9M
0
-100%
增持
SMH
VANECK ETF TRUST
+$2.2M
38,846
+4%
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
SCHB
SCHWAB STRATEGIC TR
+$2.2M
92,057
+50%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$2.0M
32,258
增持
LQD
ISHARES TR
+$1.6M
18,206
+444%
减持
NVDA
NVIDIA CORPORATION
+$1.5M
3,926
-3%
增持
XLV
SELECT SECTOR SPDR TR
+$1.5M
19,921
+83%
增持
BIV
VANGUARD BD INDEX FDS
+$1.2M
34,944
+84%
增持
AGG
ISHARES TR
+$1.2M
18,177
+199%
增持
XLE
SELECT SECTOR SPDR TR
+$1.1M
34,082
+34%
增持
AMZN
AMAZON COM INC
+$999.8K
30,465
+3%
增持
AAPL
APPLE INC
-$828.7K
43,626
+1%
增持
NOBL
PROSHARES TR
+$792.8K
74,301
+5%
增持
QQQ
INVESCO QQQ TR
+$780.5K
9,006
+15%
减持
TSLA
TESLA INC
-$699.3K
2,342
-48%
增持
SCHG
SCHWAB STRATEGIC TR
+$677.9K
55,511
+3%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$671.6K
3,965
增持
META
META PLATFORMS INC
+$600.5K
4,514
+0%
增持
TLT
ISHARES TR
+$573.3K
17,029
+62%
增持
SPY
SPDR S&P 500 ETF TR
+$568.4K
6,949
+8%
增持
XLF
SELECT SECTOR SPDR TR
+$512.2K
44,269
+23%
增持
RSPG
INVESCO EXCHANGE TRADED FD T
+$475.7K
28,909
+11%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
+$425.3K
82,040
-1%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$411.2K
186,891
-1%
建仓
BUG
GLOBAL X FDS
+$407.5K
13,697
增持
SCHD
SCHWAB STRATEGIC TR
+$362.7K
53,258
+3%
减持
XLK
SELECT SECTOR SPDR TR
+$362.2K
25,375
-1%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$325.7K
124,465
+2%
减持
SCHP
SCHWAB STRATEGIC TR
-$270.4K
46,402
-10%
清仓
LIT
GLOBAL X FDS
-$263.4K
0
-100%
建仓
PFE
PFIZER INC
+$255.4K
9,203
增持
SCHX
SCHWAB STRATEGIC TR
+$254.0K
38,869
+2%
增持
RSPN
INVESCO EXCHANGE TRADED FD T
+$251.5K
54,531
+0%
增持
HYG
ISHARES TR
+$249.0K
8,495
+60%
建仓
CAT
CATERPILLAR INC
+$238.2K
650
建仓
LLY
ELI LILLY & CO
+$234.2K
301
增持
XLB
SELECT SECTOR SPDR TR
+$231.1K
13,606
+13%
清仓
VTV
VANGUARD INDEX FDS
-$227.5K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$224.9K
29,277
+10%
建仓
GLD
SPDR GOLD TR
+$216.4K
1,052
增持
UBER
UBER TECHNOLOGIES INC
+$213.3K
12,292
+3%
建仓
VUG
VANGUARD INDEX FDS
+$211.7K
615
增持
BXSL
BLACKSTONE SECD LENDING FD
+$209.0K
13,505
+76%
建仓
VTI
VANGUARD INDEX FDS
+$207.2K
797
减持
KRE
SPDR SER TR
-$204.1K
21,515
-12%
建仓
ABNB
AIRBNB INC
+$204.1K
1,237
清仓
BA
BOEING CO
-$204.0K
0
-100%
增持
XLI
SELECT SECTOR SPDR TR
+$189.3K
8,683
+9%
增持
PNQI
INVESCO EXCHANGE TRADED FD T
+$188.4K
17,474
+24%
增持
SOXX
ISHARES TR
+$187.0K
3,620
+231%
清仓
ICLN
ISHARES TR
-$171.9K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$169.1K
10,429
+0%
减持
VOT
VANGUARD INDEX FDS
+$163.2K
10,958
-1%
增持
MSFT
MICROSOFT CORP
+$154.5K
2,248
+7%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$151.6K
12,532
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$142.4K
14,373
+7%
减持
JETS
ETF SER SOLUTIONS
-$140.8K
10,545
-45%
增持
VHT
VANGUARD WORLD FD
+$131.1K
5,401
+2%
减持
DRIV
GLOBAL X FDS
-$130.9K
8,655
-38%
增持
KIO
KKR INCOME OPPORTUNITIES FD
+$125.5K
93,638
+3%
增持
XNTK
SPDR SER TR
+$120.4K
2,875
+17%
增持
RSPD
INVESCO EXCHANGE TRADED FD T
+$118.1K
26,146
+2%
增持
SCHA
SCHWAB STRATEGIC TR
+$116.0K
51,173
+1%
减持
STIP
ISHARES TR
-$99.3K
13,103
-8%
增持
SNOW
SNOWFLAKE INC
-$95.7K
2,958
+3%
减持
SCHM
SCHWAB STRATEGIC TR
+$92.7K
27,725
-4%
增持
VOO
VANGUARD INDEX FDS
+$89.6K
838
+17%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$86.4K
5,196
-6%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$84.8K
35,151
-4%
增持
GOOGL
ALPHABET INC
+$83.4K
6,624
+1%
增持
GOOG
ALPHABET INC
+$76.5K
3,390
+9%
减持
VOE
VANGUARD INDEX FDS
-$75.8K
3,804
-18%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$75.6K
25,181
-9%
减持
ET
ENERGY TRANSFER L P
+$71.7K
44,465
-2%
减持
XLP
SELECT SECTOR SPDR TR
-$67.6K
3,346
-25%
减持
VTIP
VANGUARD MALVERN FDS
-$65.2K
5,705
-20%
减持
IHI
ISHARES TR
+$60.8K
19,274
-3%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$57.2K
65,763
-4%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$56.0K
8,301
-17%
减持
XAR
SPDR SER TR
-$51.6K
2,106
-18%
减持
DIS
DISNEY WALT CO
+$49.2K
8,915
-23%
增持
VO
VANGUARD INDEX FDS
+$47.7K
1,823
+4%
增持
JPM
JPMORGAN CHASE & CO
+$46.0K
1,310
+3%
减持
PFF
ISHARES TR
+$43.9K
62,734
-1%
减持
QYLD
GLOBAL X FDS
-$43.2K
128,723
-5%
减持
IEO
ISHARES TR
+$39.8K
3,047
-1%
减持
ITA
ISHARES TR
-$36.1K
3,140
-12%
减持
PMM
PUTNAM MANAGED MUN INCOME TR
-$32.1K
50,726
-8%
增持
ETW
EATON VANCE TAX-MANAGED GLOB
+$32.1K
66,073
+1%
减持
TIP
ISHARES TR
-$30.3K
2,839
-9%
减持
XYLD
GLOBAL X FDS
-$27.2K
20,982
-6%
减持
FLOT
ISHARES TR
-$25.5K
23,101
-3%
增持
VFH
VANGUARD WORLD FD
+$25.4K
2,406
+0%
减持
FINX
GLOBAL X FDS
-$25.2K
12,195
-15%
增持
DIVO
AMPLIFY ETF TR
+$24.7K
10,410
+0%
减持
SHY
ISHARES TR
-$23.0K
4,963
-5%
减持
XLY
SELECT SECTOR SPDR TR
-$22.4K
2,811
-7%
减持
PFXF
VANECK ETF TRUST
+$17.4K
111,129
-2%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$16.7K
9,611
-2%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
+$16.5K
55,855
-4%
减持
HYEM
VANECK ETF TRUST
-$15.4K
17,287
-7%
增持
PFFV
GLOBAL X FDS
+$15.4K
11,484
+4%
减持
SYLD
CAMBRIA ETF TR
+$13.5K
3,138
-2%
减持
DVY
ISHARES TR
+$12.6K
36,603
-5%
减持
RSPU
INVESCO EXCHANGE TRADED FD T
-$10.9K
7,005
-6%
增持
IHF
ISHARES TR
+$10.1K
4,445
+402%
减持
INKM
SSGA ACTIVE ETF TR
-$8.3K
6,470
-5%
减持
SCHV
SCHWAB STRATEGIC TR
-$8.3K
6,692
-9%
减持
FDG
AMERICAN CENTY ETF TR
+$8.2K
2,831
-11%
增持
WCLD
WISDOMTREE TR
+$8.0K
29,719
+1%
减持
DIV
GLOBAL X FDS
-$6.2K
23,075
-3%
减持
SDOG
ALPS ETF TR
+$5.4K
41,810
-5%
清仓
—
CANOO INC
-$5.1K
0
-100%
减持
SCHE
SCHWAB STRATEGIC TR
-$4.3K
11,450
-3%
减持
SCHF
SCHWAB STRATEGIC TR
-$2.4K
5,582
-6%
增持
ED
CONSOLIDATED EDISON INC
-$431
8,564
+0%
