Joseph P. Lucia & Associates, LLC
Yorktown Heights NY · SEC CIK 0001775391
$3.33亿2026Q2 申报市值
188持仓数
32.8%前十大占比 · 第一大 7.0%
16 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VOO 加仓+$122.32万
FLUD 新建仓+$118.00万
XLI 加仓+$116.93万
JEPI 加仓+$107.76万
SCHD 加仓+$91.55万
2026Q2 卖出最多 按季末市值估算
TLT 减仓-$73.78万
SMH 减仓-$28.14万
CI 清仓-$20.01万
SCHG 减仓-$18.89万
SCHX 减仓-$18.24万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK ETF TRUST | $2,332.28万 | 7.01% | 35,559 | -429 | -1.2% | -$28.14万 | 减仓 |
| AAPL | APPLE INC | $1,327.42万 | 3.99% | 45,874 | -425 | -0.9% | -$12.30万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,101.47万 | 3.31% | 55,049 | -542 | -1.0% | -$10.84万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,021.25万 | 3.07% | 352,641 | 13,225 | 3.9% | $38.30万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $922.51万 | 2.77% | 143,025 | -2,488 | -1.7% | -$16.05万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $891.17万 | 2.68% | 11,909 | 132 | 1.1% | $9.88万 | 加仓 |
| NOBL | PROSHARES TR | $870.30万 | 2.62% | 154,967 | -1,075 | -0.7% | -$6.04万 | 减仓 |
| AMZN | AMAZON COM INC | $861.08万 | 2.59% | 36,128 | -104 | -0.3% | -$2.48万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $807.38万 | 2.43% | 42,378 | -645 | -1.5% | -$12.29万 | 减仓 |
| QQQ | INVESCO QQQ TR | $765.02万 | 2.30% | 10,378 | 574 | 5.9% | $42.31万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $746.87万 | 2.25% | 220,706 | -5,583 | -2.5% | -$18.89万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $708.88万 | 2.13% | 135,438 | -460 | -0.3% | -$2.41万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $674.72万 | 2.03% | 212,780 | 28,872 | 15.7% | $91.55万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $652.92万 | 1.96% | 30,687 | 1,540 | 5.3% | $32.77万 | 加仓 |
| AGG | ISHARES TR | $620.51万 | 1.87% | 62,691 | 4,535 | 7.8% | $44.89万 | 加仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $612.58万 | 1.84% | 78,992 | 167 | 0.2% | $1.30万 | 加仓 |
| DVY | ISHARES TR | $568.72万 | 1.71% | 36,386 | 4,961 | 15.8% | $77.54万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $545.05万 | 1.64% | 96,503 | 19,079 | 24.6% | $107.76万 | 加仓 |
| LQD | ISHARES TR | $496.10万 | 1.49% | 45,485 | 2,711 | 6.3% | $29.57万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $487.52万 | 1.47% | 90,938 | 8,923 | 10.9% | $47.84万 | 加仓 |
| HACK | AMPLIFY ETF TR | $477.09万 | 1.43% | 45,467 | -10 | -0.0% | -$1,049 | 减仓 |
| VOO | VANGUARD INDEX FDS | $442.29万 | 1.33% | 6,440 | 1,781 | 38.2% | $122.32万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $403.76万 | 1.21% | 76,024 | -2,659 | -3.4% | -$14.12万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $378.01万 | 1.14% | 20,408 | 6,313 | 44.8% | $116.93万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $373.54万 | 1.12% | 112,545 | -175 | -0.2% | -$5,808 | 减仓 |
| SOXX | ISHARES TR | $363.18万 | 1.09% | 5,668 | -25 | -0.4% | -$1.60万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $323.79万 | 0.97% | 20,408 | -127 | -0.6% | -$2.01万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $304.49万 | 0.92% | 12,868 | 593 | 4.8% | $14.03万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $302.18万 | 0.91% | 83,638 | -120 | -0.1% | -$4,336 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $301.34万 | 0.91% | 47,088 | -500 | -1.1% | -$3.20万 | 减仓 |
| VB | VANGUARD INDEX FDS | $292.30万 | 0.88% | 9,643 | -139 | -1.4% | -$4.21万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $292.21万 | 0.88% | 38,098 | -1,268 | -3.2% | -$9.73万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $289.62万 | 0.87% | 63,877 | 3,859 | 6.4% | $17.50万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $288.96万 | 0.87% | 9,434 | -188 | -2.0% | -$5.76万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $287.84万 | 0.87% | 56,629 | 5,486 | 10.7% | $27.89万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $277.73万 | 0.84% | 94,370 | -6,199 | -6.2% | -$18.24万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $253.11万 | 0.76% | 68,648 | 0 | 0.0% | — | 不变 |
| SDOG | ALPS ETF TR | $252.59万 | 0.76% | 37,026 | -212 | -0.6% | -$1.45万 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $251.54万 | 0.76% | 25,677 | -468 | -1.8% | -$4.58万 | 减仓 |
| META | META PLATFORMS INC | $249.72万 | 0.75% | 4,433 | -149 | -3.3% | -$8.39万 | 减仓 |
| GOOGL | ALPHABET INC | $247.95万 | 0.75% | 6,938 | -224 | -3.1% | -$8.01万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $247.08万 | 0.74% | 40,202 | 4,440 | 12.4% | $27.29万 | 加仓 |
| QYLD | GLOBAL X FDS | $236.79万 | 0.71% | 128,483 | 1,742 | 1.4% | $3.21万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $232.27万 | 0.70% | 18,617 | -23 | -0.1% | -$2,869 | 减仓 |
| APRW | AIM ETF PRODUCTS TRUST | $231.20万 | 0.70% | 62,250 | 13,718 | 28.3% | $50.95万 | 加仓 |
| FTSD | FRANKLIN ETF TR | $230.12万 | 0.69% | 25,425 | -338 | -1.3% | -$3.06万 | 减仓 |
| EMB | ISHARES TR | $225.78万 | 0.68% | 23,412 | 6,466 | 38.2% | $62.36万 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $173.09万 | 0.52% | 44,755 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $166.19万 | 0.50% | 6,855 | 151 | 2.3% | $3.66万 | 加仓 |
| SDSI | AMERICAN CENTY ETF TR | $161.30万 | 0.49% | 31,412 | 5,124 | 19.5% | $26.31万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $154.63万 | 0.46% | 27,827 | 406 | 1.5% | $2.26万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $151.55万 | 0.46% | 50,550 | -125 | -0.2% | -$3,748 | 减仓 |
| PFXF | VANECK ETF TRUST | $147.75万 | 0.44% | 82,819 | -3,065 | -3.6% | -$5.47万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $142.43万 | 0.43% | 3,646 | -38 | -1.0% | -$1.48万 | 减仓 |
| PFF | ISHARES TR | $131.50万 | 0.40% | 43,129 | -3,623 | -7.7% | -$11.05万 | 减仓 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $129.92万 | 0.39% | 23,199 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $123.93万 | 0.37% | 17,174 | -1,881 | -9.9% | -$13.57万 | 减仓 |
| — | BARON ETF TR | $118.59万 | 0.36% | 36,509 | -3,786 | -9.4% | -$12.30万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $118.51万 | 0.36% | 4,214 | 232 | 5.8% | $6.52万 | 加仓 |
| FLUD | FRANKLIN TEMPLETON ETF TR | $118.00万 | 0.35% | 47,132 | 47,132 | — | $118.00万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $114.60万 | 0.34% | 59,939 | -6,721 | -10.1% | -$12.85万 | 减仓 |
| HYG | ISHARES TR | $112.65万 | 0.34% | 14,086 | 58 | 0.4% | $4,638 | 加仓 |
| — | KKR INCOME OPPORTUNITIES FD | $112.62万 | 0.34% | 100,022 | 988 | 1.0% | $1.11万 | 加仓 |
| GOOG | ALPHABET INC | $112.26万 | 0.34% | 3,177 | -14 | -0.4% | -$4,947 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $109.31万 | 0.33% | 10,607 | -266 | -2.4% | -$2.74万 | 减仓 |
| BUG | GLOBAL X FDS | $107.18万 | 0.32% | 28,065 | 628 | 2.3% | $2.40万 | 加仓 |
| TLT | ISHARES TR | $100.69万 | 0.30% | 11,651 | -8,537 | -42.3% | -$73.78万 | 减仓 |
| FLOT | ISHARES TR | $100.64万 | 0.30% | 19,714 | -200 | -1.0% | -$1.02万 | 减仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $99.03万 | 0.30% | 28,795 | 18,440 | 178.1% | $63.42万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $98.21万 | 0.30% | 37,512 | 5,522 | 17.3% | $14.46万 | 加仓 |
| MSFT | MICROSOFT CORP | $95.14万 | 0.29% | 2,551 | -228 | -8.2% | -$8.50万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $95.12万 | 0.29% | 38,985 | -2,753 | -6.6% | -$6.72万 | 减仓 |
| KRE | SPDR SERIES TRUST | $93.61万 | 0.28% | 12,506 | -158 | -1.2% | -$1.18万 | 减仓 |
| KHPI | MANAGED PORTFOLIO SER | $88.65万 | 0.27% | 34,135 | 1,895 | 5.9% | $4.92万 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $88.10万 | 0.26% | 18,804 | 2,592 | 16.0% | $12.14万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $86.13万 | 0.26% | 7,786 | 11 | 0.1% | $1,217 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $83.36万 | 0.25% | 14,054 | 2,753 | 24.4% | $16.33万 | 加仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $83.09万 | 0.25% | 23,380 | -1,290 | -5.2% | -$4.58万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $82.20万 | 0.25% | 19,414 | 315 | 1.6% | $1.33万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $81.69万 | 0.25% | 17,945 | -685 | -3.7% | -$3.12万 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $81.21万 | 0.24% | 19,895 | 2,200 | 12.4% | $8.98万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $80.81万 | 0.24% | 9,059 | 398 | 4.6% | $3.55万 | 加仓 |
| — | GLOBAL X FDS | $78.39万 | 0.24% | 17,861 | -1,165 | -6.1% | -$5.11万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $77.58万 | 0.23% | 7,242 | 565 | 8.5% | $6.05万 | 加仓 |
| AVGO | BROADCOM INC | $75.98万 | 0.23% | 2,011 | 47 | 2.4% | $1.78万 | 加仓 |
| GLD | SPDR GOLD TR | $71.69万 | 0.22% | 1,946 | -140 | -6.7% | -$5.16万 | 减仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $71.68万 | 0.22% | 15,727 | -3,274 | -17.2% | -$14.92万 | 减仓 |
| — | EXXON MOBIL CORP | $70.82万 | 0.21% | 5,180 | -102 | -1.9% | -$1.39万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $69.98万 | 0.21% | 917 | -10 | -1.1% | -$7,631 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $68.83万 | 0.21% | 25,974 | -2,108 | -7.5% | -$5.59万 | 减仓 |
| STIP | ISHARES TR | $67.20万 | 0.20% | 6,578 | -50 | -0.8% | -$5,108 | 减仓 |
| XYLD | GLOBAL X FDS | $65.33万 | 0.20% | 16,016 | -259 | -1.6% | -$1.06万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $64.82万 | 0.19% | 19,412 | -200 | -1.0% | -$6,679 | 减仓 |
| CAT | CATERPILLAR INC | $63.74万 | 0.19% | 599 | 56 | 10.3% | $5.96万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $63.63万 | 0.19% | 13,924 | 1,245 | 9.8% | $5.69万 | 加仓 |
| TSLA | TESLA INC | $63.01万 | 0.19% | 1,498 | -5 | -0.3% | -$2,103 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $61.21万 | 0.18% | 23,589 | -1,523 | -6.1% | -$3.95万 | 减仓 |
| FEOE | RBB FUND TRUST | $61.06万 | 0.18% | 11,435 | 2,154 | 23.2% | $11.50万 | 加仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $60.89万 | 0.18% | 6,585 | 945 | 16.8% | $8.74万 | 加仓 |
| WCLD | WISDOMTREE TR | $60.35万 | 0.18% | 18,828 | -1,497 | -7.4% | -$4.80万 | 减仓 |