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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 139 项
建仓 16
增持 61
减持 56
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
SNOW
SNOWFLAKE INC
-$1.3M
0
-100%
增持
FTSD
FRANKLIN ETF TR
+$1.2M
28,161
+92%
增持
AMZN
AMAZON COM INC
+$1.1M
34,006
+0%
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
NVDA
NVIDIA CORPORATION
+$968.0K
49,377
+6%
增持
XLF
SELECT SECTOR SPDR TR
+$749.1K
64,483
+23%
建仓
JANW
AIM ETF PRODUCTS TRUST
+$686.6K
20,415
减持
AAPL
APPLE INC
+$591.7K
43,207
-2%
减持
NOBL
PROSHARES TR
-$582.9K
75,447
-0%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$580.9K
13,873
建仓
NVBW
AIM ETF PRODUCTS TRUST
+$557.7K
18,009
减持
TLT
ISHARES TR
-$532.5K
20,842
-13%
建仓
SDSI
AMERICAN CENTY ETF TR
+$497.9K
9,789
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$473.5K
26,370
-10%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$463.6K
20,400
+17%
增持
ET
ENERGY TRANSFER L P
+$454.7K
66,370
+26%
增持
QQQ
INVESCO QQQ TR
+$452.2K
10,002
+5%
增持
SCHG
SCHWAB STRATEGIC TR
+$447.7K
235,924
+301%
增持
SCHP
SCHWAB STRATEGIC TR
-$411.0K
44,448
+53%
增持
LQD
ISHARES TR
+$393.4K
33,017
+19%
减持
XLV
SELECT SECTOR SPDR TR
-$390.0K
21,082
-1%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$367.7K
123,295
-0%
增持
AGG
ISHARES TR
+$359.7K
39,443
+15%
减持
BIV
VANGUARD BD INDEX FDS
-$337.4K
39,166
-6%
减持
VHT
VANGUARD WORLD FD
-$321.0K
4,459
-13%
减持
PFE
PFIZER INC
-$316.3K
22,041
-29%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$312.3K
168,619
-4%
增持
SCHB
SCHWAB STRATEGIC TR
+$305.8K
337,242
+205%
增持
WCLD
WISDOMTREE TR
+$293.9K
34,881
+10%
减持
HACK
AMPLIFY ETF TR
+$271.2K
47,987
-1%
增持
TSLA
TESLA INC
+$270.0K
1,893
+0%
增持
VB
VANGUARD INDEX FDS
+$260.5K
11,922
+9%
建仓
DECW
AIM ETF PRODUCTS TRUST
+$257.4K
8,460
建仓
BCAT
BLACKROCK CAP ALLOCATION TER
+$255.2K
16,845
清仓
HYEM
VANECK ETF TRUST
-$248.2K
0
-100%
建仓
—
EXXON MOBIL CORP
+$236.1K
2,195
增持
XLU
SELECT SECTOR SPDR TR
+$231.9K
11,794
+44%
清仓
—
GRAYSCALE BITCOIN MINI TR BT
-$226.1K
0
-100%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
+$223.9K
81,395
-1%
建仓
VTV
VANGUARD INDEX FDS
+$223.8K
1,322
增持
SPY
SPDR S&P 500 ETF TR
+$212.3K
8,547
+2%
清仓
IEO
ISHARES TR
-$211.7K
0
-100%
清仓
IYH
ISHARES TR
-$210.7K
0
-100%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$210.5K
3,234
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$209.8K
3,211
建仓
KORP
AMERICAN CENTY ETF TR
+$208.9K
4,548
建仓
IWM
ISHARES TR
+$208.6K
944
增持
XLI
SELECT SECTOR SPDR TR
+$206.6K
12,775
+17%
建仓
IJS
ISHARES TR
+$200.3K
1,844
建仓
PCY
INVESCO EXCH TRADED FD TR II
+$199.7K
10,075
减持
LLY
ELI LILLY & CO
-$197.1K
432
-28%
增持
GOOGL
ALPHABET INC
+$177.7K
6,879
+1%
减持
SMH
VANECK ETF TRUST
-$177.6K
38,418
-1%
增持
UBER
UBER TECHNOLOGIES INC
-$177.0K
15,669
+5%
减持
DVY
ISHARES TR
-$174.2K
33,111
-1%
减持
PFXF
VANECK ETF TRUST
-$161.0K
101,814
-3%
增持
XLB
SELECT SECTOR SPDR TR
-$158.8K
18,247
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$154.8K
77,731
+7%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$151.0K
27,747
+9%
增持
VTN
INVESCO TR INVT GRADE NEW YO
+$143.0K
26,064
+131%
减持
FLOT
ISHARES TR
-$134.2K
15,800
-14%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$130.3K
7,051
+5%
增持
PNQI
INVESCO EXCHANGE TRADED FD T
+$129.1K
22,968
+6%
增持
GOOG
ALPHABET INC
+$125.6K
3,446
+9%
减持
PFF
ISHARES TR
-$125.0K
59,813
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$124.4K
30,094
+2%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$122.0K
53,405
-0%
增持
ED
CONSOLIDATED EDISON INC
-$113.5K
8,745
+2%
减持
SDOG
ALPS ETF TR
-$107.1K
39,807
-0%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$101.6K
52,510
-2%
减持
VOT
VANGUARD INDEX FDS
+$97.3K
10,605
-0%
增持
XLY
SELECT SECTOR SPDR TR
+$91.1K
2,696
+5%
增持
KRE
SPDR SER TR
+$88.9K
18,300
+2%
增持
MYN
BLACKROCK MUNIYIELD N Y QUAL
+$86.4K
20,963
+81%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$83.2K
34,401
+2%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$81.4K
18,400
-10%
建仓
—
KULR TECHNOLOGY GROUP INC
+$79.4K
22,370
增持
SOXX
ISHARES TR
+$76.1K
5,695
+14%
增持
BINC
BLACKROCK ETF TRUST II
+$75.8K
5,443
+41%
增持
KIO
KKR INCOME OPPORTUNITIES FD
-$72.3K
104,300
+5%
增持
SCHM
SCHWAB STRATEGIC TR
-$66.9K
77,709
+191%
增持
HD
HOME DEPOT INC
+$64.8K
852
+29%
减持
SOCL
GLOBAL X FDS
-$61.2K
22,005
-4%
减持
STIP
ISHARES TR
-$59.9K
9,083
-5%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$58.9K
7,906
-7%
减持
DHY
CREDIT SUISSE HIGH YIELD BD
-$58.7K
102,185
-16%
增持
XLE
SELECT SECTOR SPDR TR
-$58.0K
37,724
+1%
减持
QYLD
GLOBAL X FDS
-$57.1K
126,727
-3%
减持
DIS
DISNEY WALT CO
+$51.9K
7,021
-7%
减持
SCHE
SCHWAB STRATEGIC TR
-$51.3K
10,617
-7%
增持
XLRE
SELECT SECTOR SPDR TR
+$49.8K
7,500
+31%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$48.4K
5,385
-12%
清仓
—
GRAYSCALE ETHEREUM MINI TR E
-$44.7K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$44.4K
1,338
+2%
增持
BUG
GLOBAL X FDS
+$43.9K
17,013
+5%
增持
IWP
ISHARES TR
+$43.2K
3,514
+2%
减持
IHI
ISHARES TR
-$42.7K
16,728
-3%
减持
DIV
GLOBAL X FDS
-$42.3K
18,875
-8%
减持
XAR
SPDR SER TR
-$37.6K
1,506
-18%
减持
HYG
ISHARES TR
-$37.1K
14,308
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$34.4K
12,308
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$33.9K
1,079
+9%
减持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$33.3K
9,004
-10%
减持
XLP
SELECT SECTOR SPDR TR
-$32.6K
2,841
-8%
增持
RSPD
INVESCO EXCHANGE TRADED FD T
+$32.4K
24,363
+0%
增持
SCHD
SCHWAB STRATEGIC TR
-$29.5K
158,976
+207%
减持
VOE
VANGUARD INDEX FDS
-$28.4K
3,477
-1%
减持
PMM
PUTNAM MANAGED MUN INCOME TR
-$28.1K
33,666
-4%
增持
GLD
SPDR GOLD TR
+$28.0K
1,257
+11%
减持
AVGO
BROADCOM INC
+$27.0K
1,036
-16%
减持
FDG
AMERICAN CENTY ETF TR
+$26.8K
3,821
-4%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$26.4K
18,810
-2%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
-$25.9K
28,837
-1%
增持
SCHX
SCHWAB STRATEGIC TR
-$23.9K
110,636
+190%
增持
MSFT
MICROSOFT CORP
-$21.3K
2,609
+0%
减持
META
META PLATFORMS INC
-$20.5K
4,737
-3%
增持
RSPU
INVESCO EXCHANGE TRADED FD T
-$20.4K
7,105
+0%
减持
SYLD
CAMBRIA ETF TR
-$20.3K
2,994
-4%
减持
XYLD
GLOBAL X FDS
-$19.5K
20,439
-3%
增持
SCHF
SCHWAB STRATEGIC TR
-$19.4K
10,814
+103%
减持
—
VIRTUS CONVERTIBLE & INCOME
-$18.0K
27,728
-15%
增持
ITA
ISHARES TR
+$17.9K
5,073
+6%
增持
SCHA
SCHWAB STRATEGIC TR
-$15.1K
95,570
+98%
减持
FINX
GLOBAL X FDS
+$14.0K
7,695
-5%
减持
XLK
SELECT SECTOR SPDR TR
+$13.7K
24,418
-3%
增持
AVUV
AMERICAN CENTY ETF TR
+$13.6K
18,177
+0%
减持
ALDX
ALDEYRA THERAPEUTICS INC
-$13.0K
31,670
-0%
增持
SCHV
SCHWAB STRATEGIC TR
-$12.4K
18,017
+200%
增持
ETW
EATON VANCE TAX-MANAGED GLOB
-$12.4K
61,295
+1%
减持
SHY
ISHARES TR
-$8.4K
4,918
-1%
减持
VOO
VANGUARD INDEX FDS
+$7.7K
882
-0%
增持
CAT
CATERPILLAR INC
-$7.5K
572
+4%
建仓
—
TONIX PHARMACEUTICALS HLDG C
+$6.6K
20,000
增持
VNQ
VANGUARD INDEX FDS
-$6.1K
2,753
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$6.0K
4,647
+1%
增持
VTI
VANGUARD INDEX FDS
+$5.7K
799
+0%
减持
VTIP
VANGUARD MALVERN FDS
-$4.4K
4,390
-0%
减持
VUG
VANGUARD INDEX FDS
-$4.2K
565
-8%
增持
PFFV
GLOBAL X FDS
-$1.9K
12,277
+1%
减持
XNTK
SPDR SER TR
-$1.5K
3,872
-2%
