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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 125 项
建仓 16
增持 52
减持 54
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AGG
ISHARES TR
+$1.6M
34,189
+77%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.5M
17,365
+83%
建仓
FTSD
FRANKLIN ETF TR
+$1.3M
14,685
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
LQD
ISHARES TR
+$1.1M
27,741
+43%
减持
AAPL
APPLE INC
+$955.9K
43,897
-0%
增持
SNOW
SNOWFLAKE INC
+$919.6K
11,250
+308%
减持
SMH
VANECK ETF TRUST
-$865.7K
38,628
-3%
增持
SCHB
SCHWAB STRATEGIC TR
+$822.1K
110,486
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$727.6K
8,360
+12%
减持
NOBL
PROSHARES TR
+$721.0K
75,812
-1%
增持
RSPF
INVESCO EXCHANGE TRADED FD T
+$686.3K
82,143
+1%
建仓
XLU
SELECT SECTOR SPDR TR
+$660.8K
8,180
建仓
SEPW
AIM ETF PRODUCTS TRUST
+$621.6K
21,790
增持
BIV
VANGUARD BD INDEX FDS
+$538.5K
41,652
+14%
增持
VB
VANGUARD INDEX FDS
+$529.9K
10,979
+15%
增持
TLT
ISHARES TR
+$497.0K
23,982
+19%
增持
HYG
ISHARES TR
+$491.4K
14,476
+66%
减持
SCHP
SCHWAB STRATEGIC TR
-$488.2K
29,071
-26%
增持
XLF
SELECT SECTOR SPDR TR
+$449.8K
52,237
+12%
增持
SCHG
SCHWAB STRATEGIC TR
+$410.7K
58,816
+4%
减持
DVY
ISHARES TR
+$330.7K
33,474
-3%
增持
XLI
SELECT SECTOR SPDR TR
+$323.6K
10,902
+15%
减持
SCHD
SCHWAB STRATEGIC TR
+$320.6K
51,730
-1%
减持
META
META PLATFORMS INC
+$300.7K
4,881
-1%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
+$298.6K
53,460
-0%
清仓
TIP
ISHARES TR
-$279.7K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$275.7K
18,145
+11%
建仓
HD
HOME DEPOT INC
+$266.8K
658
减持
RSPH
INVESCO EXCHANGE TRADED FD T
+$258.2K
123,495
-0%
建仓
XLRE
SELECT SECTOR SPDR TR
+$255.3K
5,714
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$254.2K
72,543
+1%
建仓
VNQ
VANGUARD INDEX FDS
+$251.3K
2,580
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$243.8K
6,747
减持
SDOG
ALPS ETF TR
+$233.2K
39,963
-1%
增持
LLY
ELI LILLY & CO
+$231.0K
599
+81%
建仓
—
GRAYSCALE BITCOIN MINI TR BT
+$226.1K
40,161
建仓
SPLB
SPDR SER TR
+$222.0K
9,187
建仓
ETHE
GRAYSCALE ETHEREUM TR ETH
+$219.0K
10,004
建仓
AVGO
BROADCOM INC
+$213.1K
1,236
建仓
INKM
SSGA ACTIVE ETF TR
+$211.3K
6,445
建仓
DGT
SPDR SER TR
+$209.8K
1,522
建仓
BINC
BLACKROCK ETF TRUST II
+$207.3K
3,873
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$204.6K
4,593
-2%
建仓
APRW
AIM ETF PRODUCTS TRUST
+$202.7K
6,285
增持
XLB
SELECT SECTOR SPDR TR
+$202.0K
17,577
+4%
增持
NVDA
NVIDIA CORPORATION
+$200.2K
46,631
+5%
增持
XLV
SELECT SECTOR SPDR TR
+$197.9K
21,363
+1%
减持
STIP
ISHARES TR
-$195.8K
9,610
-18%
增持
SCHX
SCHWAB STRATEGIC TR
+$192.1K
38,150
+2%
增持
SOXX
ISHARES TR
+$185.1K
4,992
+27%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$184.7K
29,275
-6%
减持
HACK
AMPLIFY ETF TR
+$171.1K
48,379
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$167.1K
12,344
-1%
增持
AMZN
AMAZON COM INC
+$163.4K
33,886
+6%
增持
QQQ
INVESCO QQQ TR
+$160.6K
9,550
+2%
增持
KIO
KKR INCOME OPPORTUNITIES FD
+$148.8K
99,447
+3%
减持
SCHA
SCHWAB STRATEGIC TR
+$146.6K
48,283
-2%
增持
KRE
SPDR SER TR
+$140.4K
17,942
+1%
增持
ET
ENERGY TRANSFER L P
+$127.9K
52,677
+19%
增持
ED
CONSOLIDATED EDISON INC
+$127.1K
8,583
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$117.7K
37,464
+8%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$115.4K
175,652
-4%
减持
SCHM
SCHWAB STRATEGIC TR
+$113.1K
26,721
-1%
增持
SCHV
SCHWAB STRATEGIC TR
+$110.0K
5,999
+19%
减持
FLOT
ISHARES TR
-$110.0K
18,380
-10%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$109.8K
33,795
-5%
增持
PFE
PFIZER INC
+$108.2K
31,135
+10%
增持
PNQI
INVESCO EXCHANGE TRADED FD T
+$105.4K
21,709
+6%
增持
RSPS
INVESCO EXCHANGE TRADED FD T
+$103.2K
53,430
+1%
增持
RSPG
INVESCO EXCHANGE TRADED FD T
-$101.9K
29,069
+1%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$100.0K
20,405
-19%
减持
RSPD
INVESCO EXCHANGE TRADED FD T
+$92.7K
24,359
-1%
减持
GOOG
ALPHABET INC
-$91.5K
3,174
-6%
减持
VOT
VANGUARD INDEX FDS
+$91.5K
10,653
-2%
减持
DIS
DISNEY WALT CO
-$89.6K
7,588
-8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$83.4K
989
+8%
增持
GOOGL
ALPHABET INC
-$82.5K
6,781
+2%
减持
ITA
ISHARES TR
+$80.5K
4,808
-1%
增持
ALDX
ALDEYRA THERAPEUTICS INC
+$77.5K
31,732
+12%
增持
NFLX
NETFLIX INC
+$77.4K
407
+30%
增持
QYLD
GLOBAL X FDS
+$74.2K
131,155
+1%
减持
RSPU
INVESCO EXCHANGE TRADED FD T
+$72.2K
7,095
-1%
减持
PMM
PUTNAM MANAGED MUN INCOME TR
-$71.3K
35,189
-27%
增持
BUG
GLOBAL X FDS
+$71.0K
16,220
+11%
减持
SOCL
GLOBAL X FDS
-$65.8K
22,920
-9%
增持
VOE
VANGUARD INDEX FDS
+$64.6K
3,524
+1%
减持
IEO
ISHARES TR
-$61.5K
2,315
-16%
增持
IWP
ISHARES TR
+$59.4K
3,429
+10%
减持
PFF
ISHARES TR
+$57.0K
60,353
-2%
清仓
NOK
NOKIA CORP
-$56.7K
0
-100%
增持
XNTK
SPDR SER TR
+$50.4K
3,964
+6%
增持
GLD
SPDR GOLD TR
+$50.2K
1,137
+8%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$45.4K
25,454
+11%
建仓
—
GRAYSCALE ETHEREUM MINI TR E
+$44.7K
18,331
增持
SCHE
SCHWAB STRATEGIC TR
+$43.2K
11,448
+5%
减持
VZ
VERIZON COMMUNICATIONS INC
+$37.1K
29,566
-6%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$37.0K
6,101
-22%
增持
MSFT
MICROSOFT CORP
+$35.2K
2,605
+7%
增持
XYLD
GLOBAL X FDS
+$32.6K
21,105
+1%
减持
VTIP
VANGUARD MALVERN FDS
-$30.6K
4,400
-14%
减持
VO
VANGUARD INDEX FDS
+$30.3K
1,728
-2%
减持
XLY
SELECT SECTOR SPDR TR
+$29.7K
2,564
-3%
减持
TSLA
TESLA INC
+$29.3K
1,890
-20%
减持
PFXF
VANECK ETF TRUST
+$25.0K
104,997
-4%
减持
DIV
GLOBAL X FDS
+$23.9K
20,475
-2%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$22.8K
8,536
-6%
增持
XLP
SELECT SECTOR SPDR TR
+$22.6K
3,083
+1%
减持
ETW
EATON VANCE TAX-MANAGED GLOB
-$21.3K
60,885
-8%
增持
PFFV
GLOBAL X FDS
+$19.7K
12,113
+5%
减持
—
VIRTUS CONVERTIBLE & INCOME
-$14.9K
32,628
-17%
增持
VTI
VANGUARD INDEX FDS
+$12.7K
798
+0%
减持
HYEM
VANECK ETF TRUST
-$11.5K
12,479
-8%
减持
SYLD
CAMBRIA ETF TR
+$11.0K
3,113
-1%
减持
XAR
SPDR SER TR
-$7.5K
1,826
-13%
减持
IYH
ISHARES TR
+$7.3K
3,241
-2%
减持
SHY
ISHARES TR
+$6.3K
4,950
-0%
减持
FINX
GLOBAL X FDS
-$6.0K
8,075
-13%
减持
SCHF
SCHWAB STRATEGIC TR
+$5.0K
5,337
-4%
清仓
—
KULR TECHNOLOGY GROUP INC
-$4.7K
0
-100%
减持
PGF
INVESCO EXCHANGE TRADED FD T
+$3.1K
19,165
-5%
减持
WCLD
WISDOMTREE TR
+$3.1K
31,754
-1%
增持
XLK
SELECT SECTOR SPDR TR
-$1.5K
25,089
+0%
减持
CAT
CATERPILLAR INC
-$1.4K
550
-15%
减持
IHI
ISHARES TR
-$1.3K
17,203
-5%
减持
UBER
UBER TECHNOLOGIES INC
+$687
14,930
-3%
