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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 15
增持 51
减持 74
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
BINC
BLACKROCK ETF TRUST II
+$2.8M
120,897
+81%
增持
AAPL
APPLE INC
+$2.5M
47,545
+16%
增持
VOO
VANGUARD INDEX FDS
+$1.3M
3,457
+138%
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
SMH
VANECK ETF TRUST
+$1.1M
36,598
-1%
建仓
BCTK
BARON ETF TR
+$962.4K
38,315
建仓
HAE
HAEMONETICS CORP MASS
+$650.1K
8,111
增持
AGG
ISHARES TR
+$641.3K
50,174
+15%
增持
XLU
SELECT SECTOR SPDR TR
+$608.0K
50,978
+183%
增持
GOOGL
ALPHABET INC
+$601.9K
6,986
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$594.6K
11,444
+6%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$594.0K
11,250
增持
LQD
ISHARES TR
+$588.8K
39,922
+17%
增持
NVDA
NVIDIA CORPORATION
+$553.5K
54,755
+6%
增持
NFLX
NETFLIX INC
-$549.7K
5,224
+503%
增持
XLV
SELECT SECTOR SPDR TR
+$539.9K
19,936
+9%
增持
AMZN
AMAZON COM INC
+$525.4K
35,424
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$511.8K
26,401
+10%
建仓
IBB
ISHARES TR
+$473.7K
2,807
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$458.7K
20,526
-1%
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$426.6K
8,068
增持
BIV
VANGUARD BD INDEX FDS
+$421.2K
39,806
+16%
建仓
SPHY
SPDR SERIES TRUST
+$398.8K
16,850
增持
XLF
SELECT SECTOR SPDR TR
+$382.6K
81,785
+8%
清仓
HD
HOME DEPOT INC
-$379.1K
0
-100%
减持
HACK
AMPLIFY ETF TR
-$355.9K
46,378
-1%
建仓
DBP
INVESCO DB MULTI-SECTOR COMM
+$331.4K
3,223
减持
VOT
VANGUARD INDEX FDS
-$312.6K
10,029
-5%
减持
BTC
GRAYSCALE BITCOIN MINI TR ET
-$311.1K
25,975
-0%
增持
META
META PLATFORMS INC
-$301.0K
4,623
+1%
清仓
MAYW
AIM ETF PRODUCTS TRUST
-$297.9K
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$290.9K
0
-100%
清仓
CRWV
COREWEAVE INC
-$285.3K
0
-100%
建仓
CI
THE CIGNA GROUP
+$281.8K
1,024
建仓
TLTW
ISHARES TR
+$271.8K
11,989
增持
SCHD
SCHWAB STRATEGIC TR
+$269.8K
174,673
+5%
清仓
ORCL
ORACLE CORP
-$266.9K
0
-100%
减持
WCLD
WISDOMTREE TR
-$263.9K
26,819
-22%
建仓
—
MEDTRONIC PLC
+$253.8K
2,642
清仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$253.2K
0
-100%
建仓
IYH
ISHARES TR
+$251.9K
3,870
减持
RSPH
INVESCO EXCHANGE TRADED FD T
+$250.1K
115,580
-1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$246.0K
76,797
-6%
减持
TLT
ISHARES TR
-$245.5K
22,935
-9%
增持
SCHB
SCHWAB STRATEGIC TR
+$243.3K
328,243
+1%
减持
SCHP
SCHWAB STRATEGIC TR
-$232.3K
30,155
-21%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$225.3K
0
-100%
建仓
EMB
ISHARES TR
+$210.6K
2,187
建仓
GE
GE AEROSPACE
+$209.9K
681
减持
FTSD
FRANKLIN ETF TR
-$209.7K
26,252
-8%
清仓
VTIP
VANGUARD MALVERN FDS
-$205.6K
0
-100%
建仓
IJS
ISHARES TR
+$205.2K
1,804
减持
PNQI
INVESCO EXCHANGE TRADED FD T
-$205.1K
20,256
-13%
建仓
VTV
VANGUARD INDEX FDS
+$202.8K
1,062
清仓
DON
WISDOMTREE TR
-$202.5K
0
-100%
清仓
FDIS
FIDELITY COVINGTON TRUST
-$200.1K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
-$198.0K
19,021
+6%
减持
GOOG
ALPHABET INC
+$193.7K
3,190
-4%
增持
XLK
SELECT SECTOR SPDR TR
-$186.1K
44,104
+90%
减持
KIO
KKR INCOME OPPORTUNITIES FD
-$185.8K
105,417
-6%
增持
XLB
SELECT SECTOR SPDR TR
+$182.1K
42,965
+118%
减持
ET
ENERGY TRANSFER L P
-$181.1K
73,997
-9%
减持
VZ
VERIZON COMMUNICATIONS INC
-$179.6K
20,487
-11%
增持
QQQ
INVESCO QQQ TR
+$175.9K
9,554
+1%
增持
—
EXXON MOBIL CORP
+$175.7K
3,431
+63%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$175.3K
147,777
-5%
减持
PFF
ISHARES TR
-$171.2K
50,481
-8%
增持
XLY
SELECT SECTOR SPDR TR
-$170.4K
3,365
+41%
减持
IWP
ISHARES TR
-$163.6K
3,194
-24%
增持
XLC
SELECT SECTOR SPDR TR
+$158.0K
6,460
+27%
减持
IHI
ISHARES TR
-$155.0K
12,070
-20%
增持
AVDV
AMERICAN CENTY ETF TR
+$153.7K
10,528
+12%
减持
KRE
SPDR SERIES TRUST
-$150.8K
15,609
-15%
减持
SOCL
GLOBAL X FDS
-$150.1K
19,718
-3%
减持
PFXF
VANECK ETF TRUST
-$146.4K
88,009
-8%
增持
SCYB
SCHWAB STRATEGIC TR
+$144.2K
24,701
+30%
减持
STIP
ISHARES TR
-$135.4K
6,913
-15%
减持
APRW
AIM ETF PRODUCTS TRUST
-$134.9K
48,887
-9%
减持
JANW
AIM ETF PRODUCTS TRUST
-$126.4K
41,855
-10%
增持
TSLA
TESLA INC
+$120.9K
1,321
+24%
减持
SEPW
AIM ETF PRODUCTS TRUST
-$119.3K
19,612
-17%
增持
WMT
WALMART INC
+$118.4K
4,196
+24%
减持
SCHM
SCHWAB STRATEGIC TR
-$116.2K
69,497
-7%
增持
IAU
ISHARES GOLD TR
+$104.1K
4,359
+27%
增持
XLE
SELECT SECTOR SPDR TR
+$103.8K
70,286
+107%
减持
NOBL
PROSHARES TR
-$102.2K
78,961
-2%
增持
MSFT
MICROSOFT CORP
-$98.7K
2,904
+0%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$98.3K
34,102
-6%
增持
CAT
CATERPILLAR INC
+$95.0K
543
+20%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$88.1K
41,848
-8%
增持
VNQ
VANGUARD INDEX FDS
+$86.4K
4,079
+36%
减持
DIV
GLOBAL X FDS
-$85.0K
10,935
-29%
增持
BUG
GLOBAL X FDS
+$84.9K
28,867
+28%
减持
DIS
DISNEY WALT CO
-$83.3K
5,125
-12%
增持
AVGO
BROADCOM INC
+$81.6K
1,767
+10%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$78.5K
927
+28%
减持
LLY
ELI LILLY & CO
+$78.1K
324
-8%
增持
KHPI
MANAGED PORTFOLIO SERIES
+$77.0K
29,497
+11%
增持
AVDE
AMERICAN CENTY ETF TR
+$74.9K
8,516
+7%
减持
SOXX
ISHARES TR
+$74.1K
5,528
-6%
减持
HOOD
ROBINHOOD MKTS INC
-$71.5K
2,093
-3%
减持
XNTK
SPDR SERIES TRUST
-$71.3K
3,770
-8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$71.1K
12,319
+1%
减持
FLOT
ISHARES TR
-$70.2K
21,529
-6%
减持
QYLD
GLOBAL X FDS
+$65.3K
122,327
-1%
减持
SCHX
SCHWAB STRATEGIC TR
-$63.0K
102,095
-4%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$63.0K
11,436
-17%
增持
ITA
ISHARES TR
+$58.7K
6,653
+2%
减持
SCHG
SCHWAB STRATEGIC TR
-$57.8K
229,943
-3%
减持
GLD
SPDR GOLD TR
+$56.7K
1,694
-2%
减持
DVY
ISHARES TR
-$44.0K
31,504
-0%
减持
SDOG
ALPS ETF TR
-$42.4K
37,851
-2%
增持
EOSE
EOS ENERGY ENTERPRISES INC
+$42.2K
13,747
+36%
减持
VB
VANGUARD INDEX FDS
-$40.9K
9,801
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$40.4K
4,002
-1%
减持
SHLD
GLOBAL X FDS
-$38.7K
6,194
-1%
减持
SCHA
SCHWAB STRATEGIC TR
-$34.1K
85,566
-3%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$34.0K
12,281
+39%
减持
SDSI
AMERICAN CENTY ETF TR
-$33.7K
26,085
-2%
减持
AUGW
AIM ETF PRODUCTS TRUST
-$33.6K
16,343
-8%
增持
VTI
VANGUARD INDEX FDS
+$32.2K
835
+11%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
-$32.1K
50,980
-1%
减持
XLI
SELECT SECTOR SPDR TR
-$31.8K
13,903
-2%
减持
AVUV
AMERICAN CENTY ETF TR
-$30.3K
18,121
-4%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$29.1K
6,968
-3%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$29.0K
18,916
-7%
减持
SHY
ISHARES TR
-$27.7K
4,205
-7%
减持
ALDX
ALDEYRA THERAPEUTICS INC
-$26.4K
26,732
-15%
减持
RSPD
INVESCO EXCHANGE TRADED FD T
-$26.1K
23,823
-1%
减持
XLP
SELECT SECTOR SPDR TR
-$25.6K
3,359
-8%
减持
JULW
AIM ETF PRODUCTS TRUST
-$25.5K
18,095
-5%
减持
SCHV
SCHWAB STRATEGIC TR
-$25.2K
14,831
-7%
减持
ACHR
ARCHER AVIATION INC
-$24.9K
11,170
-2%
增持
HYG
ISHARES TR
+$24.8K
14,225
+3%
减持
PFFV
GLOBAL X FDS
-$23.7K
11,826
-5%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
+$22.5K
48,013
-0%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
-$20.9K
26,619
-1%
减持
ETW
EATON VANCE TAX-MANAGED GLOB
-$18.7K
52,790
-5%
减持
VO
VANGUARD INDEX FDS
-$17.2K
1,540
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$16.9K
1,464
+2%
减持
XYLD
GLOBAL X FDS
-$16.8K
16,315
-6%
增持
BCAT
BLACKROCK CAP ALLOCATION TER
+$16.4K
37,274
+8%
增持
AIQ
GLOBAL X FDS
+$15.7K
5,017
+3%
减持
VHT
VANGUARD WORLD FD
+$15.2K
2,377
-8%
增持
BAC
BANK AMERICA CORP
+$14.4K
4,201
+0%
增持
KORP
AMERICAN CENTY ETF TR
+$12.9K
16,212
+2%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
+$12.6K
79,653
-1%
增持
DECW
AIM ETF PRODUCTS TRUST
+$12.3K
8,434
+2%
减持
FDG
AMERICAN CENTY ETF TR
-$10.9K
3,292
-7%
减持
DIVO
AMPLIFY ETF TR
-$10.5K
11,283
-2%
减持
INKM
SSGA ACTIVE ETF TR
-$8.3K
6,095
-4%
