Joseph P. Lucia & Associates, LLC
Yorktown Heights NY · SEC CIK 0001775391
$2.80亿2026Q1 申报市值
169持仓数
31.3%前十大占比 · 第一大 4.9%
9 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EMB 加仓+$138.63万
GPIX 加仓+$80.92万
AGG 加仓+$79.24万
BINC 加仓+$77.90万
VOO 加仓+$71.82万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$31.62万
MDT 清仓-$25.38万
TLT 减仓-$23.81万
SMH 减仓-$23.39万
VTV 清仓-$20.28万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $54.58万 | 0.20% | 1,139 | -33 | -2.8% | -$1.58万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $54.25万 | 0.19% | 2,944 | -12 | -0.4% | -$2,211 | 减仓 |
| WMT | WALMART INC | $52.23万 | 0.19% | 4,198 | 2 | 0.0% | $249 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $51.46万 | 0.18% | 13,395 | 1,114 | 9.1% | $4.28万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $51.11万 | 0.18% | 15,898 | -445 | -2.7% | -$1.43万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $49.50万 | 0.18% | 6,768 | -200 | -2.9% | -$1.46万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $47.92万 | 0.17% | 20,551 | 3,701 | 22.0% | $8.63万 | 加仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $47.02万 | 0.17% | 33,277 | -3,997 | -10.7% | -$5.65万 | 减仓 |
| FEOE | RBB FUND TRUST | $46.83万 | 0.17% | 9,281 | 9,281 | — | $46.83万 | 新建仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $46.69万 | 0.17% | 53,178 | 388 | 0.7% | $3,407 | 加仓 |
| IBB | ISHARES TR | $46.43万 | 0.17% | 2,750 | -57 | -2.0% | -$9,624 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $44.37万 | 0.16% | 1,509 | 45 | 3.1% | $1.32万 | 加仓 |
| VO | VANGUARD INDEX FDS | $44.23万 | 0.16% | 1,540 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $43.88万 | 0.16% | 6,194 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $42.74万 | 0.15% | 3,336 | 142 | 4.4% | $1.82万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $42.33万 | 0.15% | 12,719 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $40.54万 | 0.14% | 4,206 | -919 | -17.9% | -$8.86万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $38.74万 | 0.14% | 15,654 | 907 | 6.2% | $2.24万 | 加仓 |
| CAT | CATERPILLAR INC | $38.50万 | 0.14% | 543 | 0 | 0.0% | — | 不变 |
| EUAD | SPINNAKER ETF SERIES | $38.41万 | 0.14% | 9,427 | 120 | 1.3% | $4,889 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $38.12万 | 0.14% | 12,500 | -2,331 | -15.7% | -$7.11万 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $38.09万 | 0.14% | 6,759 | -1,352 | -16.7% | -$7.62万 | 减仓 |
| FDG | AMERICAN CENTY ETF TR | $37.55万 | 0.13% | 3,292 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $36.67万 | 0.13% | 3,365 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $36.19万 | 0.13% | 927 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $34.93万 | 0.12% | 4,230 | 25 | 0.6% | $2,064 | 加仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $34.53万 | 0.12% | 10,355 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $34.31万 | 0.12% | 16,808 | 0 | 0.0% | — | 不变 |
| PSP | INVESCO EXCHANGE TRADED FD T | $32.62万 | 0.12% | 5,771 | 0 | 0.0% | — | 不变 |
| PFFV | GLOBAL X FDS | $32.43万 | 0.12% | 14,858 | 3,032 | 25.6% | $6.62万 | 加仓 |
| XAR | SPDR SERIES TRUST | $29.97万 | 0.11% | 1,180 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $29.84万 | 0.11% | 3,252 | 3,252 | — | $29.84万 | 新建仓 |
| LLY | ELI LILLY & CO | $29.83万 | 0.11% | 324 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $29.77万 | 0.11% | 1,865 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $29.05万 | 0.10% | 7,116 | -720 | -9.2% | -$2.94万 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $28.57万 | 0.10% | 10,596 | -840 | -7.3% | -$2.26万 | 减仓 |
| TLTW | ISHARES TR | $28.25万 | 0.10% | 12,489 | 500 | 4.2% | $1.13万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $28.10万 | 0.10% | 876 | 41 | 4.9% | $1.32万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $27.86万 | 0.10% | 3,140 | -939 | -23.0% | -$8.33万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $27.54万 | 0.10% | 3,359 | 0 | 0.0% | — | 不变 |
| DECW | AIM ETF PRODUCTS TRUST | $27.21万 | 0.10% | 8,144 | -290 | -3.4% | -$9,689 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $26.90万 | 0.10% | 8,164 | -570 | -6.5% | -$1.88万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $26.71万 | 0.10% | 5,385 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $26.23万 | 0.09% | 2,171 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $25.26万 | 0.09% | 1,008 | 1,008 | — | $25.26万 | 新建仓 |
| URA | GLOBAL X FDS | $25.25万 | 0.09% | 5,214 | 5,214 | — | $25.25万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.12万 | 0.09% | 742 | 742 | — | $25.12万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $24.68万 | 0.09% | 565 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $24.65万 | 0.09% | 6,955 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $24.56万 | 0.09% | 2,165 | 2,165 | — | $24.56万 | 新建仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $24.56万 | 0.09% | 17,846 | -1,070 | -5.7% | -$1.47万 | 减仓 |
| PFE | PFIZER INC | $24.15万 | 0.09% | 8,601 | -129 | -1.5% | -$3,623 | 减仓 |
| ZAP | GLOBAL X FDS | $23.87万 | 0.09% | 7,421 | 7,421 | — | $23.87万 | 新建仓 |
| IYH | ISHARES TR | $23.85万 | 0.09% | 3,870 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $23.41万 | 0.08% | 5,017 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $22.71万 | 0.08% | 1,794 | 1,794 | — | $22.71万 | 新建仓 |
| IJS | ISHARES TR | $21.37万 | 0.08% | 1,804 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $21.11万 | 0.08% | 4,155 | 4,155 | — | $21.11万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $20.88万 | 0.07% | 3,013 | 920 | 44.0% | $6.38万 | 加仓 |
| DIV | GLOBAL X FDS | $20.67万 | 0.07% | 10,935 | 0 | 0.0% | — | 不变 |
| SYLD | CAMBRIA ETF TR | $20.61万 | 0.07% | 2,733 | -250 | -8.4% | -$1.89万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $20.46万 | 0.07% | 5,099 | -70 | -1.4% | -$2,808 | 减仓 |
| — | SSGA ACTIVE ETF TR | $20.42万 | 0.07% | 6,095 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $20.34万 | 0.07% | 3,871 | 0 | 0.0% | — | 重新持有 |
| MAYW | AIM ETF PRODUCTS TRUST | $20.12万 | 0.07% | 5,954 | -3,087 | -34.1% | -$10.43万 | 重新持有 |
| CI | THE CIGNA GROUP | $20.01万 | 0.07% | 750 | -274 | -26.8% | -$7.31万 | 减仓 |
| — | CREDIT SUISSE HIGH YIELD CRE | $18.30万 | 0.07% | 96,335 | 0 | 0.0% | — | 不变 |
| — | PUTNAM MANAGED MUN INCOME TR | $17.21万 | 0.06% | 27,986 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $5.62万 | 0.02% | 10,870 | -300 | -2.7% | -$1,551 | 减仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,642 | -100.0% | -$25.38万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,062 | -100.0% | -$20.28万 | 清仓 |
| IHF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EOSE | EOS ENERGY ENTERPRISES INC | $0 | 0.00% | 0 | -13,747 | -100.0% | -$15.75万 | 清仓 |
| — | ALDEYRA THERAPEUTICS INC | $0 | 0.00% | 0 | -26,732 | -100.0% | -$13.85万 | 清仓 |