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Joseph P. Lucia & Associates, LLC · 13F 持仓分析
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Joseph P. Lucia & Associates, LLC

No.5425 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.33亿
环比变动 Q1 2026
+$5,284.2万+18.9%
持仓股票数
188
新买入
20
加仓
62
减仓
78
清仓
1
持股不变
28
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
VanEck ETF信托SMH
7.01%4.93%$2,332.3万3.6万股$1,379.8万3.6万股-429股-1.19%减仓
苹果AAPL
3.99%4.2%$1,327.4万4.6万股$1,175.0万4.6万股-425股-0.92%减仓
英伟达NVDA
3.31%3.47%$1,101.5万5.5万股$969.5万5.6万股-542股-0.97%减仓
S嘉信·U.S. BROAD MARKET ETFSCHB
3.07%3.05%$1,021.2万35.3万股$851.9万33.9万股+1.3万股+3.90%加仓
I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT
2.77%2.35%$922.5万14.3万股$658.6万14.6万股-2,488股-1.71%减仓
SSPDR标普500 ETFSPY
2.68%2.74%$891.2万1.2万股$767.6万1.2万股+132股+1.12%加仓
PProShares信托NOBL
2.62%2.96%$870.3万15.5万股$827.1万7.8万股+7.7万股+98.62%加仓
亚马逊AMZN
2.59%2.7%$861.1万3.6万股$754.6万3.6万股-104股-0.29%减仓
SSPDR行业精选信托XLK
2.43%2.04%$807.4万4.2万股$571.8万4.3万股-645股-1.50%减仓
I景顺QQQ信托VOO
2.3%2.02%$765.0万1.0万股$565.9万9,804股+574股+5.85%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
2.25%2.36%$746.9万22.1万股$659.2万22.6万股-5,583股-2.47%减仓
B贝莱德·ETF TRUST IIBINC
2.13%2.52%$708.9万13.5万股$705.7万13.6万股-460股-0.34%减仓
S嘉信策略信托SCHD
2.03%2.02%$674.7万21.3万股$564.2万18.4万股+2.9万股+15.70%加仓
I景顺交易所交易基金信托RSP
1.96%2%$652.9万3.1万股$559.4万2.9万股+1,540股+5.28%加仓
IiShares安硕信托AGG
1.87%2.06%$620.5万6.3万股$577.3万5.8万股+4,535股+7.80%加仓
IINVESCO EXCHANGE TRADED FD TR S&P500 EQL FINSPLV
1.84%2.01%$612.6万7.9万股$562.7万7.9万股+167股+0.21%加仓
IiShares安硕信托DVY
1.71%1.7%$568.7万3.6万股$475.8万3.1万股+4,961股+15.79%加仓
J摩根大通交易所交易基金JEPI
1.64%1.57%$545.1万9.7万股$438.8万7.7万股+1.9万股+24.64%加仓
IiShares安硕信托LQD
1.49%1.67%$496.1万4.5万股$466.2万4.3万股+2,711股+6.34%加仓
SSPDR行业精选信托XLF
1.47%1.45%$487.5万9.1万股$404.9万8.2万股+8,923股+10.88%加仓
AAMPLIFY ETF TRHACK
1.43%1.22%$477.1万4.5万股$341.5万4.5万股-10股-0.02%减仓
V先锋领航指数基金VOO
1.33%1%$442.3万6,440股$278.4万4,659股+1,781股+38.23%加仓
SSPDR行业精选信托XLE
1.21%1.72%$403.8万7.6万股$482.0万7.9万股-2,659股-3.38%减仓
S道富XLI
1.14%0.81%$378.0万2.0万股$228.0万1.4万股+6,313股+44.79%加仓
I景顺·S&P 500 EQUAL WEIGHT HEALTH CARE ETFRSPH
1.12%1.22%$373.5万11.3万股$340.3万11.3万股-175股-0.16%减仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
1.09%0.67%$363.2万5,668股$187.1万5,693股-25股-0.44%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.97%1.08%$323.8万2.0万股$301.1万2.1万股-127股-0.62%减仓
V先锋领航·SPECIALIZED FUNDSVIG
0.92%0.94%$304.5万1.3万股$264.0万1.2万股+593股+4.83%加仓
S嘉信·USSCHA
0.91%0.87%$302.2万8.4万股$243.6万8.4万股-120股-0.14%减仓
I景顺·S&P 500 EQUAL WEIGHT INDUSTRIALS ETFRSP
0.91%0.98%$301.3万4.7万股$274.0万4.8万股-500股-1.05%减仓
V先锋领航指数基金VB
0.88%0.92%$292.3万9,643股$256.2万9,782股-139股-1.42%减仓
V先锋领航债券指数基金BIV
0.88%1.09%$292.2万3.8万股$303.8万3.9万股-1,268股-3.22%减仓
SSPDR行业精选信托XLU
0.87%0.98%$289.6万6.4万股$275.4万6.0万股+3,859股+6.43%加仓
V先锋领航指数基金VOT
0.87%0.89%$289.0万9,434股$247.6万9,622股-188股-1.95%减仓
S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB
0.87%0.91%$287.8万5.7万股$255.6万5.1万股+5,486股+10.73%加仓
S嘉信·USSCHX
0.84%0.92%$277.7万9.4万股$257.9万10.1万股-6,199股-6.16%减仓
S嘉信策略信托SCHM
0.76%0.76%$253.1万6.9万股$212.5万6.9万股00.00%持仓不变
AALPS SECTOR DIVIDEND DOGS ETFSDOG
0.76%0.87%$252.6万3.7万股$242.2万3.7万股-212股-0.57%减仓
IINVESCO EXCHANGE TRADED FD TR S&P500 EQL ENRRSPG
0.76%1.02%$251.5万2.6万股$286.2万2.6万股-468股-1.79%减仓
Meta平台META
0.75%0.94%$249.7万4,433股$262.2万4,582股-149股-3.25%减仓
谷歌AGOOGL
0.75%0.74%$248.0万6,938股$205.9万7,162股-224股-3.13%减仓
J摩根大通交易所交易基金JEPQ
0.74%0.71%$247.1万4.0万股$198.6万3.6万股+4,440股+12.42%加仓
GGlobal X基金QYLD
0.71%0.78%$236.8万12.8万股$217.4万12.7万股+1,742股+1.37%加仓
AAvantis·U SAVUV
0.7%0.74%$232.3万1.9万股$205.9万1.9万股-23股-0.12%减仓
AAIM ETF PRODUCTS TRUST US LRGCP B20 APRAPRW
0.7%0.61%$231.2万6.2万股$171.7万4.9万股+1.4万股+28.27%加仓
FFRANKLIN ETF TR SHORT DURFLUD
0.69%0.84%$230.1万2.5万股$233.9万2.6万股-338股-1.31%减仓
IiShares安硕信托EMB
0.68%0.57%$225.8万2.3万股$159.2万1.7万股+6,466股+38.16%加仓
AALLIANZIM U.S. EQUITY BUFFER20 JAN ETFJANW
0.52%0.58%$173.1万4.5万股$163.3万4.5万股00.00%持仓不变
IiShares安硕信托ITA
0.5%0.52%$166.2万6,855股$146.7万6,704股+151股+2.25%加仓
A美国世纪·URY SHORT DURATION STRATEGIC INCOME ETFSDSI
0.49%0.48%$161.3万3.1万股$134.8万2.6万股+5,124股+19.49%加仓

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