Lido Advisors, LLC
Los Angeles CA · SEC CIK 0001650150
$326.90亿2026Q1 申报市值
1,938持仓数
45.5%前十大占比 · 第一大 9.6%
238 / 147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
SPY 加仓+$5.79亿
MYCH 加仓+$3.01亿
ISHARES TR 加仓+$1.71亿
PNC 加仓+$1.04亿
BSCR 加仓+$7,634.99万
2026Q1 卖出最多 按季末市值估算
ISHARES TR 减仓-$1.64亿
AAPL 减仓-$1.48亿
BSCQ 减仓-$7,826.23万
VOO 减仓-$6,652.77万
IEFA 减仓-$5,374.97万
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 |
|---|---|---|---|---|---|---|---|---|
| SMFG | SUMITOMO MITSUI FIN GRP INC | $65.19万 | 0.00% | 33,007 | 7,345 | 28.6% | $14.51万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $65.41万 | 0.00% | 15,887 | 15,887 | — | $65.41万 | 新建仓 |
| RWR | SPDR SERIES TRUST | $65.43万 | 0.00% | 6,480 | -1,259 | -16.3% | -$12.71万 | 减仓 |
| FIG | FIGMA INC 看跌期权 | $65.53万 | 0.00% | 31,000 | 31,000 | — | $65.53万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $65.59万 | 0.00% | 60,281 | -976 | -1.6% | -$1.06万 | 减仓 |
| RKT | ROCKET COS INC | $65.65万 | 0.00% | 46,069 | 46,069 | — | $65.65万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $65.89万 | 0.00% | 1,734 | 369 | 27.0% | $14.02万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $65.94万 | 0.00% | 19,313 | 1,175 | 6.5% | $4.01万 | 加仓 |
| SKT | TANGER INC | $66.02万 | 0.00% | 19,430 | 6,990 | 56.2% | $23.75万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $66.06万 | 0.00% | 14,082 | -37,449 | -72.7% | -$175.69万 | 减仓 |
| — | CATALYST PHARMACEUTICALS INC | $66.46万 | 0.00% | 26,841 | -1,664 | -5.8% | -$4.12万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $66.70万 | 0.00% | 9,805 | 2,954 | 43.1% | $20.10万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $66.80万 | 0.00% | 4,612 | 631 | 15.9% | $9.14万 | 加仓 |
| — | ISHARES TR | $66.90万 | 0.00% | 27,010 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $66.98万 | 0.00% | 3,350 | 246 | 7.9% | $4.92万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $67.05万 | 0.00% | 30,026 | 13,804 | 85.1% | $30.83万 | 加仓 |
| — | PIMCO NEW YORK MUN FD II | $67.21万 | 0.00% | 97,691 | 97,691 | — | $67.21万 | 新建仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $67.26万 | 0.00% | 54,238 | 2,813 | 5.5% | $3.49万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $67.38万 | 0.00% | 12,975 | 4,376 | 50.9% | $22.72万 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $67.45万 | 0.00% | 73,240 | 7,845 | 12.0% | $7.23万 | 加仓 |
| NTRS | NORTHERN TR CORP | $67.56万 | 0.00% | 4,816 | 1,402 | 41.1% | $19.67万 | 加仓 |
| BA | BOEING CO 看跌期权 | $67.67万 | 0.00% | 3,400 | -4,900 | -59.0% | -$97.52万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $67.74万 | 0.00% | 6,132 | -166 | -2.6% | -$1.83万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $67.79万 | 0.00% | 15,526 | 85 | 0.6% | $3,711 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $68.08万 | 0.00% | 18,183 | 238 | 1.3% | $8,911 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $68.24万 | 0.00% | 10,322 | 2,455 | 31.2% | $16.23万 | 加仓 |
| RPM | RPM INTL INC | $68.34万 | 0.00% | 6,874 | -789 | -10.3% | -$7.84万 | 减仓 |
| QYLD | GLOBAL X FDS | $68.55万 | 0.00% | 39,970 | -7,778 | -16.3% | -$13.34万 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $68.73万 | 0.00% | 3,300 | -15,100 | -82.1% | -$314.49万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $68.78万 | 0.00% | 14,994 | -11,378 | -43.1% | -$52.19万 | 减仓 |
| ADSK | AUTODESK INC 看跌期权 | $69.43万 | 0.00% | 2,900 | -1,300 | -31.0% | -$31.12万 | 减仓 |
| CMF | ISHARES TR | $69.51万 | 0.00% | 12,224 | -2,942 | -19.4% | -$16.73万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $69.54万 | 0.00% | 19,252 | 8,990 | 87.6% | $32.47万 | 加仓 |
| IX | ORIX CORP | $69.68万 | 0.00% | 23,233 | 6,036 | 35.1% | $18.10万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $69.89万 | 0.00% | 8,477 | -3,561 | -29.6% | -$29.36万 | 减仓 |
| TRMB | TRIMBLE INC | $70.03万 | 0.00% | 10,735 | -3,012 | -21.9% | -$19.65万 | 减仓 |
| PARR | PAR PAC HOLDINGS INC | $70.09万 | 0.00% | 11,189 | -85 | -0.8% | -$5,324 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $70.15万 | 0.00% | 7,390 | 876 | 13.4% | $8.31万 | 加仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $70.51万 | 0.00% | 53,788 | 8,932 | 19.9% | $11.71万 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $70.66万 | 0.00% | 66,879 | 66,879 | — | $70.66万 | 新建仓 |
| MZTI | MARZETTI COMPANY | $70.87万 | 0.00% | 5,123 | -321 | -5.9% | -$4.44万 | 减仓 |
| — | SOLITARIO RESOURCES CORP | $70.87万 | 0.00% | 864,319 | -30,000 | -3.4% | -$2.46万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $71.13万 | 0.00% | 9,651 | -1,169 | -10.8% | -$8.62万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $71.14万 | 0.00% | 5,563 | 2,541 | 84.1% | $32.49万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $71.24万 | 0.00% | 3,044 | -517 | -14.5% | -$12.10万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $71.91万 | 0.00% | 33,197 | -2,554 | -7.1% | -$5.53万 | 减仓 |
| MKL | MARKEL GROUP INC | $72.70万 | 0.00% | 379 | -81 | -17.6% | -$15.54万 | 减仓 |
| FICO | FAIR ISAAC CORP | $72.70万 | 0.00% | 680 | -331 | -32.7% | -$35.39万 | 减仓 |
| BBY | BEST BUY INC | $73.30万 | 0.00% | 11,264 | -1,084 | -8.8% | -$7.05万 | 减仓 |
| FE | FIRSTENERGY CORP | $73.30万 | 0.00% | 14,468 | 3,447 | 31.3% | $17.46万 | 加仓 |
| JNJ | JOHNSON & JOHNSON 看跌期权 | $73.33万 | 0.00% | 3,000 | -20,800 | -87.4% | -$508.44万 | 减仓 |
| CSL | CARLISLE COS INC | $73.62万 | 0.00% | 2,205 | -287 | -11.5% | -$9.58万 | 减仓 |
| DOW | DOW HLDGS INC | $73.69万 | 0.00% | 17,689 | -467 | -2.6% | -$1.95万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $73.72万 | 0.00% | 10,364 | -1,308 | -11.2% | -$9.30万 | 减仓 |
| ESGU | ISHARES TR | $73.95万 | 0.00% | 5,229 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $73.96万 | 0.00% | 3,786 | 552 | 17.1% | $10.78万 | 加仓 |
| EMXC | ISHARES INC | $74.11万 | 0.00% | 9,420 | 668 | 7.6% | $5.26万 | 加仓 |
| ATI | ATI INC | $74.33万 | 0.00% | 5,110 | 1,148 | 29.0% | $16.70万 | 加仓 |
| UNM | UNUM GROUP | $74.37万 | 0.00% | 10,183 | 4,724 | 86.5% | $34.50万 | 加仓 |
| META | META PLATFORMS INC 看涨期权 | $74.38万 | 0.00% | 1,300 | 400 | 44.4% | $22.89万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $74.44万 | 0.00% | 3,223 | -2,501 | -43.7% | -$57.76万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $74.64万 | 0.00% | 1,427 | 44 | 3.2% | $2.30万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $74.79万 | 0.00% | 1,836 | 111 | 6.4% | $4.52万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $75.06万 | 0.00% | 18,640 | -5,272 | -22.0% | -$21.23万 | 减仓 |
| ALB | ALBEMARLE CORP | $75.19万 | 0.00% | 4,178 | 4,178 | — | $75.19万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC 看跌期权 | $75.27万 | 0.00% | 3,700 | -2,000 | -35.1% | -$40.69万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $75.51万 | 0.00% | 3,746 | 255 | 7.3% | $5.14万 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $75.55万 | 0.00% | 67,218 | 2,397 | 3.7% | $2.69万 | 加仓 |
| IHI | ISHARES TR | $75.72万 | 0.00% | 14,193 | -12,720 | -47.3% | -$67.86万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $75.94万 | 0.00% | 5,788 | -4,271 | -42.5% | -$56.03万 | 减仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $76.17万 | 0.00% | 52,822 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $76.27万 | 0.00% | 6,882 | 1,580 | 29.8% | $17.51万 | 加仓 |
| SLRC | SLR INVESTMENT CORP | $76.39万 | 0.00% | 53,382 | 11,600 | 27.8% | $16.60万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $76.44万 | 0.00% | 9,059 | 733 | 8.8% | $6.19万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $76.81万 | 0.00% | 33,079 | -1,645 | -4.7% | -$3.82万 | 减仓 |
| CENX | CENTURY ALUM CO | $76.83万 | 0.00% | 13,091 | 180 | 1.4% | $1.06万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $77.26万 | 0.00% | 16,807 | 0 | 0.0% | — | 不变 |
| ARKB | ARK 21SHARES BITCOIN ETF | $77.27万 | 0.00% | 34,358 | 16,700 | 94.6% | $37.56万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $77.31万 | 0.00% | 14,645 | -4,529 | -23.6% | -$23.91万 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $77.32万 | 0.00% | 16,870 | -7,155 | -29.8% | -$32.79万 | 减仓 |
| XYLD | GLOBAL X FDS | $77.37万 | 0.00% | 19,771 | -9,107 | -31.5% | -$35.64万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $77.44万 | 0.00% | 11,078 | -657 | -5.6% | -$4.59万 | 减仓 |
| PCG | PG&E CORP | $77.46万 | 0.00% | 44,022 | 9,624 | 28.0% | $16.93万 | 加仓 |
| APTV | APTIV PLC | $77.77万 | 0.00% | 11,199 | -546 | -4.6% | -$3.79万 | 减仓 |
| AGNC | AGNC INVT CORP | $77.98万 | 0.00% | 76,781 | 65,629 | 588.5% | $66.65万 | 加仓 |
| HEDJ | WISDOMTREE TR | $78.16万 | 0.00% | 14,944 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $78.51万 | 0.00% | 2,608 | 679 | 35.2% | $20.44万 | 加仓 |
| IYF | ISHARES TR | $78.56万 | 0.00% | 6,676 | -3,822 | -36.4% | -$44.97万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $78.85万 | 0.00% | 11,310 | 11,310 | — | $78.85万 | 新建仓 |
| NUMG | NUSHARES ETF TR | $79.44万 | 0.00% | 19,336 | 1,478 | 8.3% | $6.07万 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $79.66万 | 0.00% | 16,700 | 16,700 | — | $79.66万 | 新建仓 |
| ERIE | ERIE INDTY CO | $79.78万 | 0.00% | 3,173 | 5 | 0.2% | $1,257 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $79.87万 | 0.00% | 9,450 | 6,000 | 173.9% | $50.71万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $80.28万 | 0.00% | 17,898 | -3,045 | -14.5% | -$13.66万 | 减仓 |
| JNK | SPDR SERIES TRUST | $80.37万 | 0.00% | 8,396 | -4,586 | -35.3% | -$43.90万 | 减仓 |
| DCI | DONALDSON INC | $80.44万 | 0.00% | 9,478 | -4,433 | -31.9% | -$37.62万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $80.63万 | 0.00% | 30,998 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $80.79万 | 0.00% | 1,094 | 345 | 46.1% | $25.48万 | 加仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $80.90万 | 0.00% | 30,197 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $80.96万 | 0.00% | 4,647 | -4,655 | -50.0% | -$81.10万 | 减仓 |