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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 147 项
建仓 14
增持 56
减持 73
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
BINC
BLACKROCK ETF TRUST II
+$2.3M
66,669
+186%
减持
AAPL
APPLE INC
+$2.0M
41,058
-0%
增持
SMH
VANECK ETF TRUST
+$1.9M
37,143
+1%
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
NVDA
NVIDIA CORPORATION
+$1.5M
51,765
-0%
增持
AVDV
AMERICAN CENTY ETF TR
+$622.2K
9,386
+249%
增持
SPY
SPDR S&P 500 ETF TR
+$608.5K
10,822
+1%
减持
SCHG
SCHWAB STRATEGIC TR
+$567.1K
236,869
-1%
减持
SCHB
SCHWAB STRATEGIC TR
+$565.8K
325,418
-1%
减持
XLK
SELECT SECTOR SPDR TR
+$533.5K
23,188
-2%
增持
XLU
SELECT SECTOR SPDR TR
+$529.8K
17,982
+41%
增持
XLF
SELECT SECTOR SPDR TR
+$481.0K
76,049
+10%
增持
GOOGL
ALPHABET INC
+$458.2K
6,519
+2%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$425.9K
154,792
-3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$401.0K
23,962
+5%
建仓
EUAD
SPINNAKER ETF SERIES
+$396.3K
8,437
减持
QQQ
INVESCO QQQ TR
+$330.5K
9,483
-2%
增持
XLI
SELECT SECTOR SPDR TR
+$326.3K
14,189
+12%
建仓
HOOD
ROBINHOOD MKTS INC
+$308.3K
2,153
增持
VOO
VANGUARD INDEX FDS
+$285.5K
1,455
+36%
建仓
CRWV
COREWEAVE INC
+$285.3K
2,085
增持
ITA
ISHARES TR
+$266.6K
6,545
+12%
减持
BIV
VANGUARD BD INDEX FDS
-$264.0K
34,305
-10%
减持
DVY
ISHARES TR
+$261.0K
31,601
-1%
增持
XLB
SELECT SECTOR SPDR TR
+$260.8K
19,709
+15%
建仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$253.2K
7,389
增持
GOOG
ALPHABET INC
+$251.5K
3,315
+6%
建仓
IAU
ISHARES GOLD TR
+$249.7K
3,431
增持
SCHA
SCHWAB STRATEGIC TR
+$248.5K
88,566
+1%
清仓
MARW
AIM ETF PRODUCTS TRUST
-$229.0K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$226.6K
10,103
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$221.3K
4,058
-12%
增持
KHPI
MANAGED PORTFOLIO SERIES
+$220.6K
26,633
+47%
建仓
BAC
BANK AMERICA CORP
+$216.7K
4,200
建仓
CAT
CATERPILLAR INC
+$216.3K
453
清仓
VTV
VANGUARD INDEX FDS
-$213.7K
0
-100%
清仓
FINX
GLOBAL X FDS
-$208.7K
0
-100%
建仓
PHYS
SPROTT ASSET MANAGEMENT LP
+$206.0K
6,955
建仓
JANT
AIM ETF PRODUCTS TRUST
+$205.6K
5,169
建仓
SYLD
CAMBRIA ETF TR
+$204.9K
2,985
建仓
DON
WISDOMTREE TR
+$202.5K
3,871
清仓
PCY
INVESCO EXCH TRADED FD TR II
-$202.0K
0
-100%
建仓
FDIS
FIDELITY COVINGTON TRUST
+$200.1K
1,945
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$195.6K
26,014
+11%
减持
SCHX
SCHWAB STRATEGIC TR
+$192.6K
106,698
-0%
减持
SOXX
ISHARES TR
+$186.4K
5,867
-0%
增持
BXSL
BLACKSTONE SECD LENDING FD
-$185.7K
45,646
+2%
增持
XNTK
SPDR SERIES TRUST
+$167.6K
4,110
+3%
减持
ET
ENERGY TRANSFER L P
-$156.4K
81,660
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$150.3K
12,217
+1%
减持
NVBW
AIM ETF PRODUCTS TRUST
-$147.3K
13,009
-28%
减持
XLE
SELECT SECTOR SPDR TR
+$140.9K
34,012
-0%
增持
SHLD
GLOBAL X FDS
+$135.9K
6,265
+24%
增持
XLC
SELECT SECTOR SPDR TR
+$133.7K
5,090
+18%
减持
NOBL
PROSHARES TR
+$132.5K
80,719
-1%
减持
SOCL
GLOBAL X FDS
+$125.0K
20,391
-2%
增持
MSFT
MICROSOFT CORP
+$124.7K
2,902
+5%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$123.3K
36,166
+1%
增持
AVGO
BROADCOM INC
+$122.1K
1,606
+8%
增持
PNQI
INVESCO EXCHANGE TRADED FD T
+$121.9K
23,247
+3%
增持
AGG
ISHARES TR
+$120.6K
43,591
+2%
增持
AUGW
AIM ETF PRODUCTS TRUST
+$118.5K
17,688
+21%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
+$116.8K
80,226
-0%
建仓
EOSE
EOS ENERGY ENTERPRISES INC
+$115.3K
10,125
减持
RSPN
INVESCO EXCHANGE TRADED FD T
+$110.5K
48,066
-1%
增持
JULW
AIM ETF PRODUCTS TRUST
+$109.1K
19,095
+14%
建仓
ACHR
ARCHER AVIATION INC
+$108.9K
11,370
减持
RSPD
INVESCO EXCHANGE TRADED FD T
+$105.1K
23,998
-0%
减持
VHT
VANGUARD WORLD FD
-$105.1K
2,577
-17%
减持
AVUV
AMERICAN CENTY ETF TR
+$104.0K
18,871
-3%
增持
UBER
UBER TECHNOLOGIES INC
+$102.8K
17,885
+1%
减持
SCHM
SCHWAB STRATEGIC TR
+$102.6K
74,426
-1%
减持
LLY
ELI LILLY & CO
-$102.1K
354
-26%
减持
SDOG
ALPS ETF TR
+$100.9K
38,706
-0%
增持
GLD
SPDR GOLD TR
+$99.8K
1,729
+2%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$95.1K
8,857
+13%
减持
SCHD
SCHWAB STRATEGIC TR
+$88.8K
165,622
-1%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$88.7K
51,730
-3%
增持
SEPW
AIM ETF PRODUCTS TRUST
+$87.8K
23,730
+9%
增持
LQD
ISHARES TR
+$83.1K
34,181
+1%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
+$80.4K
26,873
-3%
减持
PFF
ISHARES TR
-$78.0K
54,843
-7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$77.2K
23,072
-9%
减持
JANW
AIM ETF PRODUCTS TRUST
-$76.1K
46,360
-8%
增持
HD
HOME DEPOT INC
+$73.4K
935
+12%
增持
JPM
JPMORGAN CHASE & CO.
+$67.0K
1,442
+8%
减持
IHI
ISHARES TR
-$64.6K
15,066
-3%
增持
ORCL
ORACLE CORP
+$63.4K
949
+2%
减持
KRE
SPDR SERIES TRUST
+$63.2K
18,363
-1%
增持
COIN
COINBASE GLOBAL INC
+$61.3K
862
+32%
减持
VOT
VANGUARD INDEX FDS
+$56.9K
10,593
-1%
减持
JUNW
AIM ETF PRODUCTS TRUST
-$56.0K
10,355
-17%
减持
TSLA
TESLA INC
+$52.9K
1,064
-20%
减持
QYLD
GLOBAL X FDS
-$52.4K
123,234
-4%
减持
ALDX
ALDEYRA THERAPEUTICS INC
+$43.8K
31,591
-0%
增持
AMZN
AMAZON COM INC
+$40.1K
34,846
+0%
减持
XLY
SELECT SECTOR SPDR TR
+$39.1K
2,388
-3%
减持
META
META PLATFORMS INC
-$38.5K
4,565
-1%
增持
IWP
ISHARES TR
+$37.9K
4,220
+4%
减持
PFXF
VANECK ETF TRUST
-$35.4K
95,705
-6%
减持
XYLD
GLOBAL X FDS
-$35.1K
17,312
-6%
减持
ETW
EATON VANCE TAX-MANAGED GLOB
-$34.5K
55,844
-11%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$34.0K
20,740
-7%
增持
AIQ
GLOBAL X FDS
+$32.8K
4,848
+3%
增持
VNQ
VANGUARD INDEX FDS
+$29.4K
3,004
+9%
减持
PFE
PFIZER INC
-$29.1K
8,642
-16%
增持
DIVO
AMPLIFY ETF TR
+$28.3K
11,500
+1%
增持
VTI
VANGUARD INDEX FDS
+$27.8K
755
+4%
减持
TLT
ISHARES TR
+$25.5K
25,115
-0%
减持
STIP
ISHARES TR
-$25.1K
8,158
-3%
增持
WCLD
WISDOMTREE TR
-$24.3K
34,203
+1%
增持
DIS
DISNEY WALT CO
-$23.8K
5,820
+5%
增持
BUG
GLOBAL X FDS
+$21.8K
22,574
+8%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$19.9K
7,168
-5%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$19.7K
13,705
-8%
减持
DECW
AIM ETF PRODUCTS TRUST
-$19.4K
8,305
-11%
增持
XLP
SELECT SECTOR SPDR TR
+$19.2K
3,656
+11%
减持
AVDE
AMERICAN CENTY ETF TR
+$18.5K
7,936
-3%
增持
WMT
WALMART INC
+$18.1K
3,387
+0%
减持
VO
VANGUARD INDEX FDS
+$17.8K
1,580
-1%
增持
SCYB
SCHWAB STRATEGIC TR
+$17.7K
19,021
+3%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$16.2K
81,294
-0%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$14.3K
726
+8%
增持
KIO
KKR INCOME OPPORTUNITIES FD
+$12.8K
111,712
+1%
减持
XLV
SELECT SECTOR SPDR TR
-$12.2K
18,296
-4%
增持
FTSD
FRANKLIN ETF TR
+$12.0K
28,541
+0%
增持
BCAT
BLACKROCK CAP ALLOCATION TER
+$10.8K
34,579
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.3K
1,181
-2%
减持
FDG
AMERICAN CENTY ETF TR
+$9.8K
3,558
-7%
减持
—
EXXON MOBIL CORP
+$8.1K
2,104
-1%
增持
NFLX
NETFLIX INC
-$7.7K
867
+11%
减持
SHY
ISHARES TR
-$7.5K
4,532
-2%
减持
FEBW
AIM ETF PRODUCTS TRUST
+$7.5K
12,830
-2%
减持
PFFV
GLOBAL X FDS
-$5.8K
12,391
-3%
减持
VTIP
VANGUARD MALVERN FDS
-$5.1K
4,060
-3%
减持
APRW
AIM ETF PRODUCTS TRUST
+$4.9K
53,727
-2%
减持
HACK
AMPLIFY ETF TR
-$4.4K
47,043
-1%
减持
PMM
PUTNAM MANAGED MUN INCOME TR
-$4.2K
29,832
-3%
减持
VOE
VANGUARD INDEX FDS
-$3.8K
2,994
-6%
减持
XLRE
SELECT SECTOR SPDR TR
+$3.1K
7,836
-1%
减持
SDSI
AMERICAN CENTY ETF TR
+$2.8K
26,674
-0%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
+$2.6K
116,745
-1%
增持
ED
CONSOLIDATED EDISON INC
+$2.5K
7,752
+0%
减持
FLOT
ISHARES TR
-$2.3K
22,809
-0%
减持
MAYW
AIM ETF PRODUCTS TRUST
-$1.4K
9,041
-3%
减持
HYG
ISHARES TR
-$1.2K
13,822
-1%
减持
SCHP
SCHWAB STRATEGIC TR
-$289
38,259
-1%
减持
DIV
GLOBAL X FDS
-$52
15,510
-1%
