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 |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK ETF TRUST | $1,379.78万 | 4.93% | 35,988 | -610 | -1.7% | -$23.39万 | 减仓 |
| AAPL | APPLE INC | $1,175.02万 | 4.20% | 46,299 | -1,246 | -2.6% | -$31.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $969.54万 | 3.47% | 55,591 | 836 | 1.5% | $14.58万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $851.93万 | 3.05% | 339,416 | 11,173 | 3.4% | $28.04万 | 加仓 |
| NOBL | PROSHARES TR | $827.10万 | 2.96% | 78,021 | -940 | -1.2% | -$9.96万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $767.61万 | 2.74% | 11,777 | 333 | 2.9% | $21.70万 | 加仓 |
| AMZN | AMAZON COM INC | $754.61万 | 2.70% | 36,232 | 808 | 2.3% | $16.83万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $705.72万 | 2.52% | 135,898 | 15,001 | 12.4% | $77.90万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $659.18万 | 2.36% | 226,289 | -3,654 | -1.6% | -$10.64万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $658.59万 | 2.35% | 145,513 | -2,264 | -1.5% | -$10.25万 | 减仓 |
| AGG | ISHARES TR | $577.31万 | 2.06% | 58,156 | 7,982 | 15.9% | $79.24万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $571.78万 | 2.04% | 43,023 | -1,081 | -2.5% | -$14.37万 | 减仓 |
| QQQ | INVESCO QQQ TR | $565.85万 | 2.02% | 9,804 | 250 | 2.6% | $14.43万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $564.23万 | 2.02% | 183,908 | 9,235 | 5.3% | $28.33万 | 加仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $562.73万 | 2.01% | 78,825 | -828 | -1.0% | -$5.91万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $559.39万 | 2.00% | 29,147 | 2,746 | 10.4% | $52.70万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $482.01万 | 1.72% | 78,683 | 8,397 | 11.9% | $51.44万 | 加仓 |
| DVY | ISHARES TR | $475.81万 | 1.70% | 31,425 | -79 | -0.3% | -$1.20万 | 减仓 |
| LQD | ISHARES TR | $466.19万 | 1.67% | 42,774 | 2,852 | 7.1% | $31.08万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $438.84万 | 1.57% | 77,424 | 627 | 0.8% | $3.55万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $404.91万 | 1.45% | 82,015 | 230 | 0.3% | $1.14万 | 加仓 |
| HACK | AMPLIFY ETF TR | $341.49万 | 1.22% | 45,477 | -901 | -1.9% | -$6.77万 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $340.34万 | 1.22% | 112,720 | -2,860 | -2.5% | -$8.64万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $303.82万 | 1.09% | 39,366 | -440 | -1.1% | -$3.40万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $301.07万 | 1.08% | 20,535 | 599 | 3.0% | $8.78万 | 加仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $286.21万 | 1.02% | 26,145 | -474 | -1.8% | -$5.19万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $278.38万 | 1.00% | 4,659 | 1,202 | 34.8% | $71.82万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $275.42万 | 0.98% | 60,018 | 9,040 | 17.7% | $41.48万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $274.01万 | 0.98% | 47,588 | -425 | -0.9% | -$2.45万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $263.98万 | 0.94% | 12,275 | -44 | -0.4% | -$9,462 | 减仓 |
| META | META PLATFORMS INC | $262.17万 | 0.94% | 4,582 | -41 | -0.9% | -$2.35万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $257.86万 | 0.92% | 100,569 | -1,526 | -1.5% | -$3.91万 | 减仓 |
| VB | VANGUARD INDEX FDS | $256.22万 | 0.92% | 9,782 | -19 | -0.2% | -$4,977 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $255.56万 | 0.91% | 51,143 | 8,178 | 19.0% | $40.87万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $247.62万 | 0.89% | 9,622 | -407 | -4.1% | -$10.47万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $243.57万 | 0.87% | 83,758 | -1,808 | -2.1% | -$5.26万 | 减仓 |
| SDOG | ALPS ETF TR | $242.18万 | 0.87% | 37,238 | -613 | -1.6% | -$3.99万 | 减仓 |
| FTSD | FRANKLIN ETF TR | $233.86万 | 0.84% | 25,763 | -489 | -1.9% | -$4.44万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $227.96万 | 0.81% | 14,095 | 192 | 1.4% | $3.11万 | 加仓 |
| QYLD | GLOBAL X FDS | $217.36万 | 0.78% | 126,741 | 4,414 | 3.6% | $7.57万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $212.53万 | 0.76% | 68,648 | -849 | -1.2% | -$2.63万 | 减仓 |
| GOOGL | ALPHABET INC | $205.95万 | 0.74% | 7,162 | 176 | 2.5% | $5.06万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $205.92万 | 0.74% | 18,640 | 519 | 2.9% | $5.73万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $198.55万 | 0.71% | 35,762 | 1,660 | 4.9% | $9.22万 | 加仓 |
| SOXX | ISHARES TR | $187.11万 | 0.67% | 5,693 | 165 | 3.0% | $5.42万 | 加仓 |
| TLT | ISHARES TR | $175.01万 | 0.63% | 20,188 | -2,747 | -12.0% | -$23.81万 | 减仓 |
| APRW | AIM ETF PRODUCTS TRUST | $171.68万 | 0.61% | 48,532 | -355 | -0.7% | -$1.26万 | 减仓 |
| JANW | AIM ETF PRODUCTS TRUST | $163.27万 | 0.58% | 44,755 | 2,900 | 6.9% | $10.58万 | 加仓 |
| EMB | ISHARES TR | $159.18万 | 0.57% | 16,946 | 14,759 | 674.9% | $138.63万 | 加仓 |
| PFXF | VANECK ETF TRUST | $150.64万 | 0.54% | 85,884 | -2,125 | -2.4% | -$3.73万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $149.49万 | 0.53% | 50,675 | -305 | -0.6% | -$8,998 | 减仓 |
| ITA | ISHARES TR | $146.65万 | 0.52% | 6,704 | 51 | 0.8% | $1.12万 | 加仓 |
| PFF | ISHARES TR | $141.75万 | 0.51% | 46,752 | -3,729 | -7.4% | -$11.31万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $137.22万 | 0.49% | 27,421 | 16,171 | 143.7% | $80.92万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $137.06万 | 0.49% | 19,055 | 34 | 0.2% | $2,446 | 加仓 |
| SDSI | AMERICAN CENTY ETF TR | $134.83万 | 0.48% | 26,288 | 203 | 0.8% | $1.04万 | 加仓 |
| ET | ENERGY TRANSFER L P | $128.65万 | 0.46% | 66,660 | -7,337 | -9.9% | -$14.16万 | 减仓 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $124.18万 | 0.44% | 23,199 | -624 | -2.6% | -$3.34万 | 减仓 |
| HYG | ISHARES TR | $111.61万 | 0.40% | 14,028 | -197 | -1.4% | -$1.57万 | 减仓 |
| — | KKR INCOME OPPORTUNITIES FD | $108.94万 | 0.39% | 99,034 | -6,383 | -6.1% | -$7.02万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $108.58万 | 0.39% | 10,873 | 345 | 3.3% | $3.45万 | 加仓 |
| MSFT | MICROSOFT CORP | $102.89万 | 0.37% | 2,779 | -125 | -4.3% | -$4.63万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $101.72万 | 0.36% | 41,738 | -110 | -0.3% | -$2,681 | 减仓 |
| FLOT | ISHARES TR | $101.46万 | 0.36% | 19,914 | -1,615 | -7.5% | -$8.23万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $98.29万 | 0.35% | 18,630 | -1,896 | -9.2% | -$10.00万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $96.52万 | 0.35% | 3,982 | -20 | -0.5% | -$4,848 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $95.88万 | 0.34% | 19,099 | -1,388 | -6.8% | -$6.97万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $94.05万 | 0.34% | 3,684 | -86 | -2.3% | -$2.20万 | 减仓 |
| — | BARON ETF TR | $94.00万 | 0.34% | 40,295 | 1,980 | 5.2% | $4.62万 | 加仓 |
| GOOG | ALPHABET INC | $91.55万 | 0.33% | 3,191 | 1 | 0.0% | $287 | 加仓 |
| GLD | SPDR GOLD TR | $89.76万 | 0.32% | 2,086 | 392 | 23.1% | $16.87万 | 加仓 |
| — | EXXON MOBIL CORP | $89.61万 | 0.32% | 5,282 | 1,851 | 53.9% | $31.40万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $87.99万 | 0.31% | 7,775 | 11 | 0.1% | $1,245 | 加仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $84.99万 | 0.30% | 19,001 | -1,255 | -6.2% | -$5.61万 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $83.17万 | 0.30% | 31,990 | 7,289 | 29.5% | $18.95万 | 加仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $82.60万 | 0.30% | 24,670 | 12,025 | 95.1% | $40.26万 | 加仓 |
| KRE | SPDR SERIES TRUST | $82.51万 | 0.29% | 12,664 | -2,945 | -18.9% | -$19.19万 | 减仓 |
| — | GLOBAL X FDS | $82.38万 | 0.29% | 19,026 | -692 | -3.5% | -$3.00万 | 减仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $78.50万 | 0.28% | 32,240 | 2,743 | 9.3% | $6.68万 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $75.56万 | 0.27% | 16,212 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $75.31万 | 0.27% | 25,112 | -863 | -3.3% | -$2.59万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $74.72万 | 0.27% | 28,082 | -2,073 | -6.9% | -$5.52万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $74.02万 | 0.26% | 6,677 | 217 | 3.4% | $2.41万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $73.48万 | 0.26% | 8,661 | 145 | 1.7% | $1.23万 | 加仓 |
| BUG | GLOBAL X FDS | $68.89万 | 0.25% | 27,437 | -1,430 | -5.0% | -$3.59万 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $68.68万 | 0.25% | 17,695 | -400 | -2.2% | -$1.55万 | 减仓 |
| STIP | ISHARES TR | $68.55万 | 0.25% | 6,628 | -285 | -4.1% | -$2.95万 | 减仓 |
| XYLD | GLOBAL X FDS | $63.68万 | 0.23% | 16,275 | -40 | -0.2% | -$1,565 | 减仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $62.06万 | 0.22% | 5,640 | 2,417 | 75.0% | $26.60万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $61.95万 | 0.22% | 19,612 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $60.79万 | 0.22% | 1,964 | 197 | 11.1% | $6.10万 | 加仓 |
| IHI | ISHARES TR | $58.55万 | 0.21% | 10,974 | -1,096 | -9.1% | -$5.85万 | 减仓 |
| NFLX | NETFLIX INC. | $57.84万 | 0.21% | 6,016 | 792 | 15.2% | $7.62万 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $57.77万 | 0.21% | 7,122 | -50 | -0.7% | -$4,055 | 减仓 |
| DIVO | AMPLIFY ETF TR | $56.87万 | 0.20% | 12,679 | 1,396 | 12.4% | $6.26万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $55.93万 | 0.20% | 11,301 | 3,233 | 40.1% | $16.00万 | 加仓 |
| TSLA | TESLA INC | $55.88万 | 0.20% | 1,503 | 182 | 13.8% | $6.77万 | 加仓 |
| WCLD | WISDOMTREE TR | $55.53万 | 0.20% | 20,325 | -6,494 | -24.2% | -$17.74万 | 减仓 |
| IAU | ISHARES GOLD TR | $54.75万 | 0.20% | 6,210 | 1,851 | 42.5% | $16.32万 | 加仓 |
| VHT | VANGUARD WORLD FD | $54.63万 | 0.20% | 2,006 | -371 | -15.6% | -$10.10万 | 减仓 |