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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 11
增持 60
减持 71
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
XLE
SELECT SECTOR SPDR TR
+$1.7M
78,683
+12%
增持
EMB
ISHARES TR
+$1.4M
16,946
+675%
减持
AAPL
APPLE INC
-$1.2M
46,299
-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
SCHG
SCHWAB STRATEGIC TR
-$908.9K
226,289
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$851.0K
183,908
+5%
增持
GPIX
GOLDMAN SACHS ETF TR
+$778.2K
27,421
+144%
增持
AGG
ISHARES TR
+$761.7K
58,156
+16%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
+$743.6K
26,145
-2%
增持
BINC
BLACKROCK ETF TRUST II
+$677.4K
135,898
+12%
减持
XLK
SELECT SECTOR SPDR TR
-$632.0K
43,023
-2%
增持
AMZN
AMAZON COM INC
-$630.5K
36,232
+2%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
-$625.1K
78,825
-1%
减持
SMH
VANECK ETF TRUST
+$617.4K
35,988
-2%
增持
VOO
VANGUARD INDEX FDS
+$615.8K
4,659
+35%
增持
XLB
SELECT SECTOR SPDR TR
+$607.1K
51,143
+19%
增持
XLU
SELECT SECTOR SPDR TR
+$577.9K
60,018
+18%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$536.3K
29,147
+10%
增持
NVDA
NVIDIA CORPORATION
-$516.4K
55,591
+2%
增持
—
EXXON MOBIL CORP
+$483.1K
5,282
+54%
建仓
FEOE
RBB FUND TRUST
+$468.3K
9,281
增持
XLF
SELECT SECTOR SPDR TR
-$430.3K
82,015
+0%
减持
META
META PLATFORMS INC
-$430.1K
4,582
-1%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$420.2K
18,630
-9%
增持
FEBW
AIM ETF PRODUCTS TRUST
+$396.5K
24,670
+95%
减持
WCLD
WISDOMTREE TR
-$383.7K
20,325
-24%
减持
MSFT
MICROSOFT CORP
-$375.7K
2,779
-4%
减持
VOT
VANGUARD INDEX FDS
-$323.3K
9,622
-4%
减持
HACK
AMPLIFY ETF TR
-$312.5K
45,477
-2%
减持
DVY
ISHARES TR
+$311.5K
31,425
-0%
建仓
GDX
VANECK ETF TRUST
+$298.4K
3,252
增持
DBP
INVESCO DB MULTI-SECTOR COMM
+$289.3K
5,640
+75%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$277.8K
112,720
-2%
减持
HAE
HAEMONETICS CORP MASS
-$269.2K
6,759
-17%
减持
SOCL
GLOBAL X FDS
-$264.9K
19,026
-4%
增持
LQD
ISHARES TR
+$262.9K
42,774
+7%
清仓
—
MEDTRONIC PLC
-$253.8K
0
-100%
减持
BTC
GRAYSCALE BITCOIN MINI TR ET
-$252.9K
25,112
-3%
建仓
VRT
VERTIV HOLDINGS CO
+$252.6K
1,008
建仓
URA
GLOBAL X FDS
+$252.5K
5,214
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$251.2K
742
减持
TLT
ISHARES TR
-$249.0K
20,188
-12%
建仓
C
CITIGROUP INC
+$245.6K
2,165
减持
PNQI
INVESCO EXCHANGE TRADED FD T
-$242.8K
19,001
-6%
建仓
ZAP
GLOBAL X FDS
+$238.7K
7,421
清仓
BAC
BANK AMERICA CORP
-$231.1K
0
-100%
建仓
APH
AMPHENOL CORP
+$227.1K
1,794
增持
GLD
SPDR GOLD TR
+$226.2K
2,086
+23%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$220.2K
3,982
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$211.2K
18,640
+3%
建仓
PAVE
GLOBAL X FDS
+$211.1K
4,155
增持
QQQ
INVESCO QQQ TR
-$210.7K
9,804
+3%
清仓
GE
GE AEROSPACE
-$209.9K
0
-100%
增持
SOXX
ISHARES TR
+$206.3K
5,693
+3%
清仓
PANW
PALO ALTO NETWORKS INC
-$205.4K
0
-100%
建仓
DON
WISDOMTREE TR
+$203.4K
3,871
清仓
VTV
VANGUARD INDEX FDS
-$202.8K
0
-100%
清仓
IHF
ISHARES TR
-$202.3K
0
-100%
建仓
MAYW
AIM ETF PRODUCTS TRUST
+$201.2K
5,954
增持
IAU
ISHARES GOLD TR
+$193.7K
6,210
+42%
减持
BUG
GLOBAL X FDS
-$190.4K
27,437
-5%
减持
KRE
SPDR SERIES TRUST
-$186.6K
12,664
-19%
增持
UBER
UBER TECHNOLOGIES INC
-$183.6K
19,055
+0%
增持
SCYB
SCHWAB STRATEGIC TR
+$179.1K
31,990
+30%
减持
DIS
DISNEY WALT CO
-$177.8K
4,206
-18%
减持
SCHX
SCHWAB STRATEGIC TR
-$168.8K
100,569
-1%
减持
IHI
ISHARES TR
-$164.7K
10,974
-9%
清仓
EOSE
EOS ENERGY ENTERPRISES INC
-$157.5K
0
-100%
减持
PFF
ISHARES TR
-$145.4K
46,752
-7%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$139.4K
145,513
-2%
清仓
ALDX
ALDEYRA THERAPEUTICS INC
-$138.5K
0
-100%
减持
VHT
VANGUARD WORLD FD
-$137.9K
2,006
-16%
减持
SDOG
ALPS ETF TR
+$133.0K
37,238
-2%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$132.8K
11,301
+40%
减持
KIO
KKR INCOME OPPORTUNITIES FD
-$132.4K
99,034
-6%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$128.4K
11,777
+3%
增持
GOOGL
ALPHABET INC
-$127.4K
7,162
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
+$124.3K
19,099
-7%
增持
XLI
SELECT SECTOR SPDR TR
+$123.0K
14,095
+1%
减持
RSPD
INVESCO EXCHANGE TRADED FD T
-$116.8K
23,199
-3%
增持
ED
CONSOLIDATED EDISON INC
+$108.8K
7,775
+0%
减持
XNTK
SPDR SERIES TRUST
-$107.2K
3,684
-2%
增持
AVDV
AMERICAN CENTY ETF TR
+$96.5K
10,873
+3%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$95.1K
13,395
+9%
增持
SCHB
SCHWAB STRATEGIC TR
-$90.5K
339,416
+3%
增持
NFLX
NETFLIX INC.
+$88.6K
6,016
+15%
增持
GOOG
ALPHABET INC
-$85.7K
3,191
+0%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$84.6K
41,738
-0%
增持
JANW
AIM ETF PRODUCTS TRUST
+$83.6K
44,755
+7%
减持
VNQ
VANGUARD INDEX FDS
-$82.5K
3,140
-23%
减持
CI
THE CIGNA GROUP
-$81.8K
750
-27%
增持
SPHY
SPDR SERIES TRUST
+$80.4K
20,551
+22%
减持
FLOT
ISHARES TR
-$80.3K
19,914
-8%
增持
XLV
SELECT SECTOR SPDR TR
-$75.6K
20,535
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$67.7K
12,275
-0%
增持
DIVO
AMPLIFY ETF TR
+$66.6K
12,679
+12%
减持
ET
ENERGY TRANSFER L P
+$66.3K
66,660
-10%
减持
BIV
VANGUARD BD INDEX FDS
-$61.9K
39,366
-1%
增持
PFFV
GLOBAL X FDS
+$61.6K
14,858
+26%
减持
SCHV
SCHWAB STRATEGIC TR
-$57.9K
12,500
-16%
减持
BCAT
BLACKROCK CAP ALLOCATION TER
-$57.6K
33,277
-11%
增持
WMT
WALMART INC
+$54.9K
4,198
+0%
减持
NOBL
PROSHARES TR
+$53.4K
78,021
-1%
减持
SCHP
SCHWAB STRATEGIC TR
-$51.6K
28,082
-7%
减持
FTSD
FRANKLIN ETF TR
-$50.6K
25,763
-2%
减持
PFXF
VANECK ETF TRUST
-$47.8K
85,884
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$43.3K
1,139
-3%
减持
RSPU
INVESCO EXCHANGE TRADED FD T
+$41.3K
7,122
-1%
增持
ITA
ISHARES TR
+$38.2K
6,704
+1%
减持
SCHM
SCHWAB STRATEGIC TR
+$35.6K
68,648
-1%
增持
TSLA
TESLA INC
-$35.3K
1,503
+14%
减持
VB
VANGUARD INDEX FDS
+$33.9K
9,782
-0%
增持
AVDE
AMERICAN CENTY ETF TR
+$33.7K
8,661
+2%
增持
SCHF
SCHWAB STRATEGIC TR
+$32.9K
15,654
+6%
减持
HYG
ISHARES TR
-$30.9K
14,028
-1%
增持
KHPI
MANAGED PORTFOLIO SERIES
+$28.2K
32,240
+9%
增持
JPM
JPMORGAN CHASE & CO
-$28.1K
1,509
+3%
增持
HOOD
ROBINHOOD MKTS INC
-$27.9K
3,013
+44%
减持
ACHR
ARCHER AVIATION INC
-$27.8K
10,870
-3%
减持
XYLD
GLOBAL X FDS
-$26.0K
16,275
-0%
减持
XLRE
SELECT SECTOR SPDR TR
-$25.6K
7,116
-9%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$25.4K
10,596
-7%
减持
PFE
PFIZER INC
+$24.1K
8,601
-1%
增持
BCTK
BARON ETF TR
-$22.4K
40,295
+5%
减持
STIP
ISHARES TR
-$22.3K
6,628
-4%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$21.9K
17,846
-6%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
+$21.1K
47,588
-1%
减持
JULW
AIM ETF PRODUCTS TRUST
-$21.1K
17,695
-2%
减持
AUGW
AIM ETF PRODUCTS TRUST
-$20.6K
15,898
-3%
增持
XLC
SELECT SECTOR SPDR TR
-$20.3K
6,677
+3%
增持
ETW
EATON VANCE TAX-MANAGED GLOB
-$19.8K
53,178
+1%
减持
VOE
VANGUARD INDEX FDS
+$18.0K
2,944
-0%
减持
SCHE
SCHWAB STRATEGIC TR
-$17.0K
8,164
-7%
减持
RSPS
INVESCO EXCHANGE TRADED FD T
+$15.2K
50,675
-1%
减持
DECW
AIM ETF PRODUCTS TRUST
-$14.2K
8,144
-3%
减持
APRW
AIM ETF PRODUCTS TRUST
+$12.6K
48,532
-1%
增持
QYLD
GLOBAL X FDS
+$12.1K
126,741
+4%
增持
TLTW
ISHARES TR
+$10.7K
12,489
+4%
增持
IWP
ISHARES TR
-$10.0K
3,336
+4%
减持
IBB
ISHARES TR
-$9.4K
2,750
-2%
减持
JANT
AIM ETF PRODUCTS TRUST
-$8.6K
5,099
-1%
增持
EUAD
SPINNAKER ETF SERIES
-$8.0K
9,427
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$7.5K
77,424
+1%
增持
AVGO
BROADCOM INC
-$3.8K
1,964
+11%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$3.5K
35,762
+5%
增持
SDSI
AMERICAN CENTY ETF TR
+$2.8K
26,288
+1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$2.6K
6,768
-3%
减持
SYLD
CAMBRIA ETF TR
-$1.3K
2,733
-8%
减持
SCHA
SCHWAB STRATEGIC TR
-$1.2K
83,758
-2%
增持
SHY
ISHARES TR
+$1.0K
4,230
+1%
增持
VTI
VANGUARD INDEX FDS
+$789
876
+5%
