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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 133 项
建仓 8
增持 53
减持 58
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$1.8M
40,823
-6%
减持
SMH
VANECK ETF TRUST
-$1.4M
37,356
-3%
增持
NVDA
NVIDIA CORPORATION
-$1.1M
50,659
+3%
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。
减持
AMZN
AMAZON COM INC
-$1.0M
33,800
-1%
增持
JANW
AIM ETF PRODUCTS TRUST
+$985.9K
50,360
+147%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$766.9K
162,072
-4%
减持
XLK
SELECT SECTOR SPDR TR
-$697.7K
24,119
-1%
增持
SCHG
SCHWAB STRATEGIC TR
-$596.9K
238,750
+1%
增持
XLF
SELECT SECTOR SPDR TR
+$476.9K
72,142
+12%
增持
NOBL
PROSHARES TR
+$468.4K
78,089
+4%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$446.1K
41,491
+50%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$442.7K
23,158
-12%
建仓
KHPI
MANAGED PORTFOLIO SERIES
+$405.2K
16,910
建仓
FEBW
AIM ETF PRODUCTS TRUST
+$397.3K
13,075
增持
FLOT
ISHARES TR
+$366.3K
22,922
+45%
增持
QQQ
INVESCO QQQ TR
-$360.3K
10,136
+1%
增持
BINC
BLACKROCK ETF TRUST II
+$351.1K
12,108
+122%
增持
ET
ENERGY TRANSFER L P
+$340.6K
88,262
+33%
减持
VB
VANGUARD INDEX FDS
-$336.6K
11,400
-4%
增持
SCHD
SCHWAB STRATEGIC TR
+$330.8K
167,167
+5%
减持
TSLA
TESLA INC
-$319.2K
1,718
-9%
减持
GOOGL
ALPHABET INC
-$318.7K
6,361
-8%
建仓
XLC
SELECT SECTOR SPDR TR
+$314.5K
3,261
增持
SDSI
AMERICAN CENTY ETF TR
+$306.2K
15,668
+60%
建仓
WMT
WALMART INC
+$300.2K
3,420
增持
UBER
UBER TECHNOLOGIES INC
+$297.1K
17,050
+9%
建仓
MARW
AIM ETF PRODUCTS TRUST
+$280.1K
9,039
清仓
VTN
INVESCO TR INVT GRADE NEW YO
-$272.9K
0
-100%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$270.1K
13,048
减持
SCHA
SCHWAB STRATEGIC TR
-$269.9K
93,964
-2%
减持
XLE
SELECT SECTOR SPDR TR
+$263.1K
37,394
-1%
清仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$252.3K
0
-100%
减持
QYLD
GLOBAL X FDS
-$245.6K
124,077
-2%
清仓
FINX
GLOBAL X FDS
-$240.2K
0
-100%
清仓
AVGO
BROADCOM INC
-$240.2K
0
-100%
建仓
SHLD
GLOBAL X FDS
+$235.0K
5,048
减持
MSFT
MICROSOFT CORP
-$230.9K
2,315
-11%
增持
SCHB
SCHWAB STRATEGIC TR
-$212.6K
345,692
+3%
清仓
MYN
BLACKROCK MUNIYIELD N Y QUAL
-$211.3K
0
-100%
清仓
DFAS
DIMENSIONAL ETF TRUST
-$210.5K
0
-100%
清仓
KBWB
INVESCO EXCH TRADED FD TR II
-$209.8K
0
-100%
清仓
IWM
ISHARES TR
-$208.6K
0
-100%
清仓
CAT
CATERPILLAR INC
-$207.6K
0
-100%
清仓
SYLD
CAMBRIA ETF TR
-$205.0K
0
-100%
清仓
SPLB
SPDR SER TR
-$204.2K
0
-100%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$203.7K
21,500
+55%
建仓
IYH
ISHARES TR
+$202.4K
3,324
减持
SCHX
SCHWAB STRATEGIC TR
-$202.3K
106,985
-3%
清仓
IJS
ISHARES TR
-$200.3K
0
-100%
减持
SOXX
ISHARES TR
-$197.2K
5,474
-4%
增持
ED
CONSOLIDATED EDISON INC
+$187.9K
8,756
+0%
增持
RSPG
INVESCO EXCHANGE TRADED FD T
+$186.1K
29,170
+1%
增持
AGG
ISHARES TR
+$185.8K
40,516
+3%
减持
GOOG
ALPHABET INC
-$184.0K
3,023
-12%
减持
DIS
DISNEY WALT CO
-$183.3K
6,064
-14%
减持
HACK
AMPLIFY ETF TR
-$167.9K
47,447
-1%
减持
XLV
SELECT SECTOR SPDR TR
+$156.6K
20,936
-1%
增持
WCLD
WISDOMTREE TR
-$145.1K
35,860
+3%
增持
GLD
SPDR GOLD TR
+$144.3K
1,557
+24%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$137.3K
80,663
+4%
减持
SCHM
SCHWAB STRATEGIC TR
-$133.8K
77,079
-1%
增持
KORP
AMERICAN CENTY ETF TR
+$133.8K
7,333
+61%
增持
LQD
ISHARES TR
+$129.0K
33,642
+2%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$128.8K
51,241
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$123.9K
1,151
+7%
减持
META
META PLATFORMS INC
-$118.3K
4,607
-3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$113.8K
21,293
+4%
减持
VHT
VANGUARD WORLD FD
-$110.1K
3,857
-14%
增持
KIO
KKR INCOME OPPORTUNITIES FD
-$107.0K
104,840
+1%
减持
XYLD
GLOBAL X FDS
-$98.7K
19,187
-6%
清仓
—
VIRTUS CONVERTIBLE & INCOME
-$96.2K
0
-100%
增持
BCAT
BLACKROCK CAP ALLOCATION TER
+$91.8K
24,094
+43%
增持
XLRE
SELECT SECTOR SPDR TR
+$89.5K
9,426
+26%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$79.0K
4,425
-5%
减持
PFF
ISHARES TR
-$75.4K
58,740
-2%
减持
PFE
PFIZER INC
-$69.6K
20,328
-8%
增持
SPY
SPDR S&P 500 ETF TR
+$69.3K
9,078
+6%
增持
ITA
ISHARES TR
+$68.4K
5,263
+4%
增持
VOT
VANGUARD INDEX FDS
-$65.1K
10,734
+1%
减持
SCHP
SCHWAB STRATEGIC TR
-$61.6K
40,405
-9%
减持
TLT
ISHARES TR
+$58.8K
20,641
-1%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$56.8K
15,907
-14%
减持
SDOG
ALPS ETF TR
+$55.5K
39,674
-0%
减持
BIV
VANGUARD BD INDEX FDS
-$55.4K
37,502
-4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$54.0K
12,147
-1%
增持
—
KULR TECHNOLOGY GROUP INC
-$49.6K
22,587
+1%
减持
DVY
ISHARES TR
+$47.4K
32,724
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$46.5K
27,556
-8%
增持
AVUV
AMERICAN CENTY ETF TR
-$46.4K
19,596
+8%
增持
XLU
SELECT SECTOR SPDR TR
+$42.9K
11,866
+1%
减持
MAYW
AIM ETF PRODUCTS TRUST
-$42.0K
6,552
-18%
减持
SCHV
SCHWAB STRATEGIC TR
-$40.5K
16,148
-10%
增持
IHI
ISHARES TR
+$40.1K
16,883
+1%
减持
XAR
SPDR SER TR
-$38.7K
1,313
-13%
增持
LLY
ELI LILLY & CO
+$38.4K
451
+4%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$37.4K
7,192
+2%
增持
DIVO
AMPLIFY ETF TR
+$31.8K
11,117
+7%
增持
PFXF
VANECK ETF TRUST
-$31.1K
102,938
+1%
减持
SCHE
SCHWAB STRATEGIC TR
-$28.4K
9,224
-13%
增持
IWP
ISHARES TR
-$28.3K
3,550
+1%
增持
XNTK
SPDR SER TR
-$28.0K
3,928
+1%
增持
BUG
GLOBAL X FDS
+$27.0K
17,717
+4%
减持
HD
HOME DEPOT INC
-$26.8K
831
-2%
增持
PFFV
GLOBAL X FDS
+$25.7K
13,319
+8%
增持
—
EXXON MOBIL CORP
+$25.4K
2,199
+0%
减持
ALDX
ALDEYRA THERAPEUTICS INC
+$24.0K
31,658
-0%
增持
FDG
AMERICAN CENTY ETF TR
-$23.5K
4,109
+8%
增持
RSPF
INVESCO EXCHANGE TRADED FD T
+$22.0K
81,520
+0%
减持
RSPU
INVESCO EXCHANGE TRADED FD T
+$20.9K
7,005
-1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$18.6K
7,656
-3%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$17.4K
37,122
+8%
减持
XLB
SELECT SECTOR SPDR TR
-$17.2K
17,656
-3%
减持
STIP
ISHARES TR
+$15.7K
8,983
-1%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
+$15.3K
121,945
-1%
减持
SOCL
GLOBAL X FDS
+$15.3K
21,591
-2%
减持
VTV
VANGUARD INDEX FDS
-$15.0K
1,209
-9%
增持
PGF
INVESCO EXCHANGE TRADED FD T
+$12.8K
20,060
+7%
减持
VO
VANGUARD INDEX FDS
-$12.1K
1,718
-1%
增持
VTI
VANGUARD INDEX FDS
-$11.8K
800
+0%
增持
SHY
ISHARES TR
+$10.8K
5,003
+2%
减持
XLI
SELECT SECTOR SPDR TR
-$10.4K
12,763
-0%
减持
DIV
GLOBAL X FDS
-$9.1K
17,580
-7%
减持
SCHF
SCHWAB STRATEGIC TR
+$8.3K
10,534
-3%
减持
FTSD
FRANKLIN ETF TR
+$7.7K
28,088
-0%
增持
ETW
EATON VANCE TAX-MANAGED GLOB
-$6.9K
61,718
+1%
减持
PMM
PUTNAM MANAGED MUN INCOME TR
-$6.8K
31,682
-6%
清仓
—
TONIX PHARMACEUTICALS HLDG C
-$6.6K
0
-100%
减持
XLP
SELECT SECTOR SPDR TR
+$5.7K
2,804
-1%
增持
VOE
VANGUARD INDEX FDS
-$4.1K
3,478
+0%
减持
VTIP
VANGUARD MALVERN FDS
-$3.5K
4,190
-5%
增持
KRE
SPDR SER TR
+$2.7K
19,474
+6%
减持
HYG
ISHARES TR
-$2.5K
14,233
-1%
减持
INKM
SSGA ACTIVE ETF TR
-$593
6,320
-2%
