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 |
|---|---|---|---|---|---|---|---|---|
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -750 | -100.0% | -$20.01万 | 清仓 |
| ACHR | ARCHER AVIATION INC | $5.14万 | 0.02% | 10,870 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE HIGH YIELD CRE | $17.15万 | 0.05% | 96,335 | 0 | 0.0% | — | 不变 |
| — | PUTNAM MANAGED MUN INCOME TR | $18.07万 | 0.05% | 27,636 | -350 | -1.3% | -$2,289 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $20.00万 | 0.06% | 1,945 | 1,945 | — | $20.00万 | 新建仓 |
| UTG | REAVES UTIL INCOME FD | $20.01万 | 0.06% | 4,913 | 4,913 | — | $20.01万 | 新建仓 |
| GLW | CORNING INC | $20.22万 | 0.06% | 791 | 791 | — | $20.22万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $20.49万 | 0.06% | 5,674 | 5,674 | — | $20.49万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $20.68万 | 0.06% | 6,855 | -100 | -1.4% | -$3,017 | 减仓 |
| PFE | PFIZER INC | $20.73万 | 0.06% | 8,608 | 7 | 0.1% | $169 | 加仓 |
| DIV | GLOBAL X FDS | $20.80万 | 0.06% | 10,920 | -15 | -0.1% | -$286 | 减仓 |
| — | SSGA ACTIVE ETF TR | $20.93万 | 0.06% | 6,095 | 0 | 0.0% | — | 不变 |
| SYLD | CAMBRIA ETF TR | $21.61万 | 0.06% | 2,733 | 0 | 0.0% | — | 不变 |
| DGT | SPDR SERIES TRUST | $21.66万 | 0.07% | 1,172 | 1,172 | — | $21.66万 | 新建仓 |
| DON | WISDOMTREE TR | $21.88万 | 0.07% | 3,871 | 0 | 0.0% | — | 不变 |
| PGF | INVESCO EXCHANGE TRADED FD T | $22.37万 | 0.07% | 16,316 | -1,530 | -8.6% | -$2.10万 | 减仓 |
| NASA | TEMA ETF TRUST | $22.38万 | 0.07% | 7,367 | 7,367 | — | $22.38万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $22.44万 | 0.07% | 5,099 | 0 | 0.0% | — | 不变 |
| ZAP | GLOBAL X FDS | $23.15万 | 0.07% | 6,688 | -733 | -9.9% | -$2.54万 | 减仓 |
| BAC | BANK OF AMER CORP | $23.27万 | 0.07% | 4,084 | -117 | -2.8% | -$6,667 | 重新持有 |
| CRWV | COREWEAVE INC | $23.27万 | 0.07% | 2,338 | 2,338 | — | $23.27万 | 新建仓 |
| IHF | ISHARES TR | $23.35万 | 0.07% | 4,220 | 0 | 0.0% | — | 重新持有 |
| URA | GLOBAL X FDS | $23.60万 | 0.07% | 5,400 | 186 | 3.6% | $8,128 | 加仓 |
| URI | UNITED RENTALS INC | $23.73万 | 0.07% | 209 | 209 | — | $23.73万 | 新建仓 |
| PAVE | GLOBAL X FDS | $24.53万 | 0.07% | 4,155 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $24.54万 | 0.07% | 3,252 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $24.66万 | 0.07% | 1,804 | 0 | 0.0% | — | 不变 |
| BAB | INVESCO EXCH TRADED FD TR II | $24.84万 | 0.07% | 9,256 | -1,340 | -12.6% | -$3.60万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $25.24万 | 0.08% | 4,965 | -420 | -7.8% | -$2.14万 | 减仓 |
| GE | GE AEROSPACE | $25.47万 | 0.08% | 682 | 1 | 0.1% | $373 | 重新持有 |
| IYH | ISHARES TR | $25.93万 | 0.08% | 3,870 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $27.15万 | 0.08% | 231 | 231 | — | $27.15万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $27.25万 | 0.08% | 2,071 | -100 | -4.6% | -$1.32万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $27.90万 | 0.08% | 3,359 | 0 | 0.0% | — | 不变 |
| DECW | AIM ETF PRODUCTS TRUST | $28.77万 | 0.09% | 8,069 | -75 | -0.9% | -$2,674 | 减仓 |
| TLTW | ISHARES TR | $29.03万 | 0.09% | 12,994 | 505 | 4.0% | $1.13万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $29.20万 | 0.09% | 3,390 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $29.60万 | 0.09% | 8,164 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $30.29万 | 0.09% | 3,141 | 1 | 0.0% | $96 | 加仓 |
| C | CITIGROUP INC | $30.34万 | 0.09% | 2,168 | 3 | 0.1% | $420 | 加仓 |
| APH | AMPHENOL CORP | $30.63万 | 0.09% | 1,735 | -59 | -3.3% | -$1.04万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $31.29万 | 0.09% | 7,106 | -10 | -0.1% | -$440 | 减仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $32.14万 | 0.10% | 5,771 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $32.92万 | 0.10% | 5,017 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $33.11万 | 0.10% | 2,002 | 2,002 | — | $33.11万 | 新建仓 |
| PFFV | GLOBAL X FDS | $33.67万 | 0.10% | 15,283 | 425 | 2.9% | $9,363 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $33.75万 | 0.10% | 1,008 | 0 | 0.0% | — | 不变 |
| MAYW | AIM ETF PRODUCTS TRUST | $33.83万 | 0.10% | 9,729 | 3,775 | 63.4% | $13.13万 | 加仓 |
| SHY | ISHARES TR | $34.13万 | 0.10% | 4,156 | -74 | -1.7% | -$6,076 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $34.24万 | 0.10% | 16,808 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $35.33万 | 0.11% | 10,612 | -2,783 | -20.8% | -$9.26万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $35.43万 | 0.11% | 3,533 | 520 | 17.3% | $5.21万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $36.22万 | 0.11% | 7,945 | 7,945 | — | $36.22万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $36.30万 | 0.11% | 981 | 105 | 12.0% | $3.89万 | 加仓 |
| DIS | DISNEY WALT CO | $36.90万 | 0.11% | 3,806 | -400 | -9.5% | -$3.88万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $37.00万 | 0.11% | 637 | 637 | — | $37.00万 | 新建仓 |
| IWC | ISHARES TR | $37.31万 | 0.11% | 1,865 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $37.39万 | 0.11% | 6,242 | 48 | 0.8% | $2,875 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $38.02万 | 0.11% | 1,115 | 0 | 0.0% | — | 重新持有 |
| XLY | SELECT SECTOR SPDR TR | $38.95万 | 0.12% | 3,321 | -44 | -1.3% | -$5,160 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $39.30万 | 0.12% | 822 | 80 | 10.8% | $3.82万 | 加仓 |
| EUAD | SPINNAKER ETF SERIES | $39.76万 | 0.12% | 9,427 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $41.82万 | 0.13% | 8,463 | -2,511 | -22.9% | -$12.41万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $42.39万 | 0.13% | 5,741 | 5,741 | — | $42.39万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $43.34万 | 0.13% | 12,450 | -50 | -0.4% | -$1,741 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $43.36万 | 0.13% | 15,654 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $43.41万 | 0.13% | 2,965 | -371 | -11.1% | -$5.43万 | 减仓 |
| FDG | AMERICAN CENTY ETF TR | $43.82万 | 0.13% | 3,292 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $44.02万 | 0.13% | 1,551 | 371 | 31.4% | $10.53万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $45.30万 | 0.14% | 12,719 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $45.65万 | 0.14% | 19,476 | -1,075 | -5.2% | -$2.52万 | 减仓 |
| IAU | ISHARES GOLD TR | $46.73万 | 0.14% | 6,188 | -22 | -0.4% | -$1,661 | 减仓 |
| WMT | WALMART INC | $47.60万 | 0.14% | 4,203 | 5 | 0.1% | $566 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $48.12万 | 0.14% | 5,096 | 5,096 | — | $48.12万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $49.40万 | 0.15% | 1,509 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $49.63万 | 0.15% | 6,160 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $50.32万 | 0.15% | 6,718 | -50 | -0.7% | -$3,745 | 减仓 |
| NFLX | NETFLIX INC. | $50.67万 | 0.15% | 7,096 | 1,080 | 18.0% | $7.71万 | 加仓 |
| HAE | HAEMONETICS CORP MASS | $50.69万 | 0.15% | 6,759 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $50.78万 | 0.15% | 2,670 | -80 | -2.9% | -$1.52万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $51.87万 | 0.16% | 53,806 | 628 | 1.2% | $6,054 | 加仓 |
| VOLT | TEMA ETF TRUST | $53.32万 | 0.16% | 12,728 | 12,728 | — | $53.32万 | 新建仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $53.44万 | 0.16% | 33,547 | 270 | 0.8% | $4,301 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $54.12万 | 0.16% | 15,898 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $56.29万 | 0.17% | 2,849 | -95 | -3.2% | -$1.88万 | 减仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $56.89万 | 0.17% | 7,012 | -110 | -1.5% | -$8,924 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $56.99万 | 0.17% | 1,139 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $58.09万 | 0.17% | 484 | 160 | 49.4% | $19.20万 | 加仓 |
| VHT | VANGUARD WORLD FD | $58.31万 | 0.18% | 1,950 | -56 | -2.8% | -$1.67万 | 减仓 |
| WCLD | WISDOMTREE TR | $60.35万 | 0.18% | 18,828 | -1,497 | -7.4% | -$4.80万 | 减仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $60.89万 | 0.18% | 6,585 | 945 | 16.8% | $8.74万 | 加仓 |
| FEOE | RBB FUND TRUST | $61.06万 | 0.18% | 11,435 | 2,154 | 23.2% | $11.50万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $61.21万 | 0.18% | 23,589 | -1,523 | -6.1% | -$3.95万 | 减仓 |
| TSLA | TESLA INC | $63.01万 | 0.19% | 1,498 | -5 | -0.3% | -$2,103 | 减仓 |
| DIVO | AMPLIFY ETF TR | $63.63万 | 0.19% | 13,924 | 1,245 | 9.8% | $5.69万 | 加仓 |
| CAT | CATERPILLAR INC | $63.74万 | 0.19% | 599 | 56 | 10.3% | $5.96万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $64.82万 | 0.19% | 19,412 | -200 | -1.0% | -$6,679 | 减仓 |
| XYLD | GLOBAL X FDS | $65.33万 | 0.20% | 16,016 | -259 | -1.6% | -$1.06万 | 减仓 |
| STIP | ISHARES TR | $67.20万 | 0.20% | 6,578 | -50 | -0.8% | -$5,108 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $68.83万 | 0.21% | 25,974 | -2,108 | -7.5% | -$5.59万 | 减仓 |