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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 112 项
建仓 7
增持 48
减持 51
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$1.9M
44,218
+1026%
增持
AAPL
APPLE INC
+$1.8M
44,023
+1%
增持
SMH
VANECK ETF TRUST
+$1.6M
39,689
+2%
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
+$907.3K
103,824
+13%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$890.6K
9,509
+140%
增持
AMZN
AMAZON COM INC
+$655.3K
31,827
+4%
增持
SCHG
SCHWAB STRATEGIC TR
+$569.8K
56,692
+2%
增持
PFE
PFIZER INC
+$537.5K
28,337
+208%
增持
QQQ
INVESCO QQQ TR
+$501.7K
9,393
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$434.2K
7,477
+8%
减持
XLK
SELECT SECTOR SPDR TR
+$380.7K
25,044
-1%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$374.6K
31,238
-3%
减持
SCHP
SCHWAB STRATEGIC TR
-$373.0K
39,364
-15%
建仓
IWP
ISHARES TR
+$342.7K
3,106
减持
DVY
ISHARES TR
-$318.2K
34,639
-5%
减持
VB
VANGUARD INDEX FDS
-$309.8K
9,513
-9%
增持
META
META PLATFORMS INC
+$301.5K
4,945
+10%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
-$289.8K
81,247
-1%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$279.4K
22,865
+69%
减持
DIS
DISNEY WALT CO
-$271.3K
8,254
-7%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$257.7K
71,679
+9%
增持
TLT
ISHARES TR
+$244.4K
20,219
+19%
减持
SCHD
SCHWAB STRATEGIC TR
-$242.1K
52,110
-2%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$234.7K
123,945
-0%
建仓
MAYW
AIM ETF PRODUCTS TRUST
+$232.7K
7,977
增持
XLB
SELECT SECTOR SPDR TR
+$228.2K
16,896
+24%
增持
ITA
ISHARES TR
+$224.7K
4,839
+54%
清仓
JETS
ETF SER SOLUTIONS
-$221.6K
0
-100%
清仓
REM
ISHARES TR
-$215.4K
0
-100%
清仓
DRIV
GLOBAL X FDS
-$213.8K
0
-100%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$213.0K
53,130
-5%
建仓
NFLX
NETFLIX INC
+$211.2K
313
增持
XNTK
SPDR SER TR
+$208.2K
3,752
+31%
增持
GOOGL
ALPHABET INC
+$207.4K
6,627
+0%
减持
KRE
SPDR SER TR
-$206.6K
17,824
-17%
清仓
ABNB
AIRBNB INC
-$204.1K
0
-100%
建仓
IYH
ISHARES TR
+$203.4K
3,320
清仓
SPLB
SPDR SER TR
-$202.8K
0
-100%
清仓
INKM
SSGA ACTIVE ETF TR
-$201.9K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$181.4K
4,688
-10%
减持
SCHA
SCHWAB STRATEGIC TR
-$179.8K
49,314
-4%
增持
UBER
UBER TECHNOLOGIES INC
+$175.1K
15,430
+26%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$162.6K
53,711
-2%
增持
NOBL
PROSHARES TR
-$162.2K
76,695
+3%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$160.8K
183,783
-2%
减持
RSPD
INVESCO EXCHANGE TRADED FD T
-$157.3K
24,494
-6%
减持
SCHM
SCHWAB STRATEGIC TR
-$150.6K
27,073
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$149.4K
21,217
+7%
增持
SOXX
ISHARES TR
+$148.2K
3,917
+8%
增持
PNQI
INVESCO EXCHANGE TRADED FD T
+$140.8K
20,406
+17%
增持
MSFT
MICROSOFT CORP
+$140.2K
2,429
+8%
减持
SCHV
SCHWAB STRATEGIC TR
-$136.4K
5,023
-25%
减持
STIP
ISHARES TR
-$133.3K
11,755
-10%
减持
SDOG
ALPS ETF TR
-$132.3K
40,193
-4%
减持
FLOT
ISHARES TR
-$131.4K
20,515
-11%
建仓
VTN
INVESCO TR INVT GRADE NEW YO
+$126.6K
11,267
增持
FDG
AMERICAN CENTY ETF TR
+$125.2K
3,994
+41%
建仓
MYN
BLACKROCK MUNIYIELD N Y QUAL
+$121.3K
11,583
增持
AVUV
AMERICAN CENTY ETF TR
+$118.4K
16,332
+14%
减持
IHI
ISHARES TR
-$109.2K
18,203
-6%
减持
FINX
GLOBAL X FDS
-$107.5K
9,230
-24%
增持
GOOG
ALPHABET INC
+$106.1K
3,392
+0%
减持
SNOW
SNOWFLAKE INC
-$105.4K
2,758
-7%
增持
AGG
ISHARES TR
+$98.4K
19,354
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$95.1K
914
+39%
增持
LQD
ISHARES TR
+$93.2K
19,382
+6%
减持
VHT
VANGUARD WORLD FD
-$92.2K
5,146
-5%
增持
BIV
VANGUARD BD INDEX FDS
+$91.0K
36,398
+4%
减持
VOT
VANGUARD INDEX FDS
-$81.6K
10,900
-1%
减持
PFXF
VANECK ETF TRUST
-$73.6K
109,380
-2%
减持
PFF
ISHARES TR
-$73.4K
61,759
-2%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
-$72.0K
28,895
-0%
减持
HYEM
VANECK ETF TRUST
-$70.1K
13,571
-21%
减持
PSP
INVESCO EXCHANGE TRADED FD T
-$68.4K
5,771
-10%
减持
VOE
VANGUARD INDEX FDS
-$66.9K
3,498
-8%
增持
LLY
ELI LILLY & CO
+$65.5K
331
+10%
增持
VZ
VERIZON COMMUNICATIONS INC
+$62.2K
31,297
+7%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$59.6K
35,426
+1%
增持
XLI
SELECT SECTOR SPDR TR
+$59.3K
9,461
+9%
增持
TSLA
TESLA INC
+$53.5K
2,351
+0%
增持
XLF
SELECT SECTOR SPDR TR
+$52.9K
46,645
+5%
减持
IEO
ISHARES TR
-$52.7K
2,745
-10%
增持
KIO
KKR INCOME OPPORTUNITIES FD
+$51.2K
96,280
+3%
增持
XLE
SELECT SECTOR SPDR TR
-$46.0K
34,796
+2%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$43.6K
9,076
-6%
减持
SOCL
GLOBAL X FDS
+$42.8K
25,060
-1%
减持
DIV
GLOBAL X FDS
-$42.5K
20,800
-10%
增持
VOO
VANGUARD INDEX FDS
+$40.3K
886
+6%
减持
XLY
SELECT SECTOR SPDR TR
-$32.8K
2,654
-6%
减持
VO
VANGUARD INDEX FDS
-$29.9K
1,758
-4%
减持
VTIP
VANGUARD MALVERN FDS
-$25.7K
5,100
-11%
减持
TIP
ISHARES TR
-$25.3K
2,619
-8%
增持
BUG
GLOBAL X FDS
+$23.5K
14,570
+6%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$23.1K
7,776
-6%
增持
WCLD
WISDOMTREE TR
-$23.0K
32,029
+8%
减持
XLP
SELECT SECTOR SPDR TR
-$22.2K
3,046
-9%
增持
RSPU
INVESCO EXCHANGE TRADED FD T
+$18.8K
7,155
+2%
减持
ET
ENERGY TRANSFER L P
+$18.1K
44,239
-1%
减持
SCHX
SCHWAB STRATEGIC TR
-$15.9K
37,297
-4%
增持
QYLD
GLOBAL X FDS
-$13.6K
129,701
+1%
减持
XYLD
GLOBAL X FDS
-$12.6K
20,858
-1%
增持
ED
CONSOLIDATED EDISON INC
-$11.0K
8,575
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$10.8K
12,477
-0%
增持
HYG
ISHARES TR
+$10.7K
8,699
+2%
减持
HACK
AMPLIFY ETF TR
-$10.6K
48,389
-1%
增持
ETW
EATON VANCE TAX-MANAGED GLOB
+$8.0K
66,483
+1%
减持
—
VIRTUS CONVERTIBLE & INCOME
-$7.1K
39,489
-3%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$6.0K
25,116
-0%
建仓
—
KULR TECHNOLOGY GROUP INC
+$4.7K
12,000
减持
PMM
PUTNAM MANAGED MUN INCOME TR
-$3.5K
48,451
-4%
减持
SCHE
SCHWAB STRATEGIC TR
+$1.7K
10,950
-4%
增持
SHY
ISHARES TR
-$574
4,964
+0%
