Lido Advisors, LLC
Los Angeles CA · SEC CIK 0001650150
$368.31亿2026Q2 申报市值
2,120持仓数
44.0%前十大占比 · 第一大 9.7%
286 / 182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
MYCH 加仓+$2.49亿
JIRE 加仓+$1.22亿
BJUN 加仓+$6,503.94万
MU 加仓+$4,690.47万
FIRST TR EXCHNG 新建仓+$4,687.78万
2026Q2 卖出最多 按季末市值估算
BSCR 减仓-$3.10亿
ISHARES TR 减仓-$1.73亿
SPY 减仓-$1.21亿
BSCQ 减仓-$1.07亿
SCHG 减仓-$8,287.77万
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 |
|---|---|---|---|---|---|---|---|---|
| IHI | ISHARES TR | $68.23万 | 0.00% | 13,809 | -384 | -2.7% | -$1.90万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $68.26万 | 0.00% | 29,512 | -3,567 | -10.8% | -$8.25万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $68.65万 | 0.00% | 4,279 | 925 | 27.6% | $14.84万 | 加仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $68.78万 | 0.00% | 53,403 | 29,650 | 124.8% | $38.19万 | 加仓 |
| ARDT | ARDENT HEALTH INC | $68.94万 | 0.00% | 70,058 | 58 | 0.1% | $571 | 加仓 |
| AYI | ACUITY INC | $69.20万 | 0.00% | 1,837 | 935 | 103.7% | $35.22万 | 加仓 |
| CSGP | COSTAR GROUP INC | $69.29万 | 0.00% | 24,465 | 10,164 | 71.1% | $28.78万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $69.35万 | 0.00% | 20,469 | 272 | 1.3% | $9,216 | 加仓 |
| SJM | SMUCKER J M CO | $69.39万 | 0.00% | 6,168 | 3,855 | 166.7% | $43.37万 | 加仓 |
| AIA | ISHARES TR | $69.44万 | 0.00% | 4,902 | 34 | 0.7% | $4,816 | 加仓 |
| CRWV | COREWEAVE INC | $69.51万 | 0.00% | 6,983 | 1,217 | 21.1% | $12.11万 | 加仓 |
| — | PIMCO NEW YORK MUN FD II | $69.55万 | 0.00% | 97,691 | 0 | 0.0% | — | 不变 |
| IAI | ISHARES TR | $69.64万 | 0.00% | 3,972 | -1,282 | -24.4% | -$22.48万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $69.70万 | 0.00% | 2,633 | -411 | -13.5% | -$10.88万 | 减仓 |
| ABCB | AMERIS BANCORP | $69.89万 | 0.00% | 7,725 | 247 | 3.3% | $2.23万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $69.91万 | 0.00% | 7,115 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $70.03万 | 0.00% | 34,728 | 2,453 | 7.6% | $4.95万 | 加仓 |
| HROW | HARROW INC | $70.03万 | 0.00% | 16,489 | 19 | 0.1% | $807 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $70.09万 | 0.00% | 69,529 | 2,311 | 3.4% | $2.33万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $70.28万 | 0.00% | 10,157 | -259 | -2.5% | -$1.79万 | 减仓 |
| RLI | RLI CORP | $70.28万 | 0.00% | 11,897 | 1,775 | 17.5% | $10.49万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $70.42万 | 0.00% | 16,092 | 205 | 1.3% | $8,971 | 加仓 |
| CMF | ISHARES TR | $70.47万 | 0.00% | 12,225 | 1 | 0.0% | $58 | 加仓 |
| DHR | DANAHER CORP DEL 看跌期权 | $70.48万 | 0.00% | 3,700 | 3,200 | 640.0% | $60.95万 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $71.03万 | 0.00% | 21,942 | -41 | -0.2% | -$1,327 | 减仓 |
| CDW | CDW CORP | $71.19万 | 0.00% | 5,061 | 191 | 3.9% | $2.69万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $71.63万 | 0.00% | 4,253 | -667 | -13.6% | -$11.23万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $72.04万 | 0.00% | 3,130 | 1,929 | 160.6% | $44.40万 | 加仓 |
| ISTB | ISHARES TR | $72.15万 | 0.00% | 14,953 | 14,953 | — | $72.15万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $72.16万 | 0.00% | 15,300 | 4,232 | 38.2% | $19.96万 | 加仓 |
| — | SEVEN HILLS REALTY TRUST | $72.59万 | 0.00% | 86,106 | -36,932 | -30.0% | -$31.13万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $72.77万 | 0.00% | 18,996 | 356 | 1.9% | $1.36万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $73.01万 | 0.00% | 5,851 | -281 | -4.6% | -$3.51万 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $73.04万 | 0.00% | 15,845 | -1,025 | -6.1% | -$4.72万 | 减仓 |
| AX | AXOS FINANCIAL INC | $73.07万 | 0.00% | 7,503 | 443 | 6.3% | $4.31万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $73.24万 | 0.00% | 3,202 | 1,884 | 142.9% | $43.09万 | 重新持有 |
| NDSN | NORDSON CORP | $73.34万 | 0.00% | 2,425 | 796 | 48.9% | $24.07万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC 看跌期权 | $73.51万 | 0.00% | 2,100 | 2,100 | — | $73.51万 | 新建仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $73.55万 | 0.00% | 57,510 | 3,722 | 6.9% | $4.76万 | 加仓 |
| PR | PERMIAN RESOURCES CORP 看跌期权 | $73.64万 | 0.00% | 40,000 | -235,900 | -85.5% | -$434.29万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $73.68万 | 0.00% | 5,678 | 265 | 4.9% | $3.44万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $73.85万 | 0.00% | 16,344 | 16,344 | — | $73.85万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $73.91万 | 0.00% | 8,499 | 8,499 | — | $73.91万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $74.01万 | 0.00% | 13,270 | -1,724 | -11.5% | -$9.62万 | 减仓 |
| MYFW | FIRST WESTN FINL INC | $74.11万 | 0.00% | 23,080 | 10,001 | 76.5% | $32.11万 | 加仓 |
| EVR | EVERCORE INC | $74.11万 | 0.00% | 2,170 | 967 | 80.4% | $33.03万 | 加仓 |
| B | BARRICK MNG CORP 看跌期权 | $74.19万 | 0.00% | 20,200 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $74.49万 | 0.00% | 18,772 | 2,451 | 15.0% | $9.73万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $74.56万 | 0.00% | 6,307 | 2,624 | 71.2% | $31.02万 | 加仓 |
| IBTI | ISHARES TR | $74.66万 | 0.00% | 33,512 | 7,405 | 28.4% | $16.50万 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $74.67万 | 0.00% | 66,879 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $74.68万 | 0.00% | 3,046 | -304 | -9.1% | -$7.45万 | 减仓 |
| — | ISHARES TR | $74.71万 | 0.00% | 27,010 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $74.72万 | 0.00% | 14,073 | 7,555 | 115.9% | $40.11万 | 加仓 |
| PG | PROCTER & GAMBLE CO 看跌期权 | $74.79万 | 0.00% | 5,100 | -10,100 | -66.4% | -$148.11万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $74.87万 | 0.00% | 26,550 | 2,177 | 8.9% | $6.14万 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $75.03万 | 0.00% | 2,772 | -141 | -4.8% | -$3.82万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $75.90万 | 0.00% | 15,185 | 7,529 | 98.3% | $37.63万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $75.99万 | 0.00% | 22,233 | 22,233 | — | $75.99万 | 新建仓 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $76.01万 | 0.00% | 13,572 | 2,565 | 23.3% | $14.37万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $76.06万 | 0.00% | 15,704 | 4,799 | 44.0% | $23.24万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $76.18万 | 0.00% | 13,848 | 3,893 | 39.1% | $21.42万 | 加仓 |
| FICO | FAIR ISAAC CORP | $76.22万 | 0.00% | 637 | -43 | -6.3% | -$5.14万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看跌期权 | $76.41万 | 0.00% | 1,600 | 1,200 | 300.0% | $57.31万 | 加仓 |
| NWSA | NEWS CORP NEW | $76.64万 | 0.00% | 30,865 | 11,856 | 62.4% | $29.44万 | 加仓 |
| SLG | SL GREEN RLTY CORP | $76.73万 | 0.00% | 14,788 | 1,141 | 8.4% | $5.92万 | 加仓 |
| PHM | PULTE GROUP INC | $76.92万 | 0.00% | 5,594 | 272 | 5.1% | $3.74万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $76.97万 | 0.00% | 7,108 | 2,615 | 58.2% | $28.32万 | 加仓 |
| ILMN | ILLUMINA INC | $77.12万 | 0.00% | 4,386 | 221 | 5.3% | $3.89万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY 看跌期权 | $77.35万 | 0.00% | 2,000 | 2,000 | — | $77.35万 | 新建仓 |
| APTV | APTIV PLC | $77.35万 | 0.00% | 12,602 | 1,403 | 12.5% | $8.61万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $77.36万 | 0.00% | 17,248 | 13,504 | 360.7% | $60.57万 | 重新持有 |
| XNTK | SPDR SERIES TRUST | $77.63万 | 0.00% | 1,987 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $77.67万 | 0.00% | 1,206 | 204 | 20.4% | $13.14万 | 加仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $77.70万 | 0.00% | 52,822 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $77.89万 | 0.00% | 2,318 | 1,272 | 121.6% | $42.74万 | 加仓 |
| NNN | NNN REIT INC | $78.18万 | 0.00% | 16,800 | 16,800 | — | $78.18万 | 新建仓 |
| — | WESTERN COPPER & GOLD CORP | $78.27万 | 0.00% | 349,400 | -50,000 | -12.5% | -$11.20万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND 看跌期权 | $78.36万 | 0.00% | 1,500 | -1,500 | -50.0% | -$78.36万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $78.47万 | 0.00% | 21,503 | 2,251 | 11.7% | $8.21万 | 加仓 |
| THG | HANOVER INS GROUP INC | $78.67万 | 0.00% | 3,674 | 2,250 | 158.0% | $48.18万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $78.88万 | 0.00% | 4,163 | -96 | -2.3% | -$1.82万 | 减仓 |
| SKT | TANGER INC | $78.89万 | 0.00% | 19,987 | 557 | 2.9% | $2.20万 | 加仓 |
| COHR | COHERENT CORP 看跌期权 | $78.89万 | 0.00% | 2,000 | 2,000 | — | $78.89万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $79.18万 | 0.00% | 11,328 | 942 | 9.1% | $6.58万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $79.56万 | 0.00% | 2,517 | -240 | -8.7% | -$7.59万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $79.60万 | 0.00% | 30,998 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $79.71万 | 0.00% | 17,442 | -456 | -2.5% | -$2.08万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $79.73万 | 0.00% | 5,984 | -1,455 | -19.6% | -$19.39万 | 减仓 |
| BANF | BANCFIRST CORP | $79.81万 | 0.00% | 7,150 | -454 | -6.0% | -$5.07万 | 减仓 |
| — | TCW ETF TRUST | $79.89万 | 0.00% | 14,413 | 14,413 | — | $79.89万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $80.03万 | 0.00% | 8,303 | -93 | -1.1% | -$8,963 | 减仓 |
| VOLT | TEMA ETF TRUST | $80.32万 | 0.00% | 19,175 | 19,175 | — | $80.32万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $80.33万 | 0.00% | 14,870 | 225 | 1.5% | $1.22万 | 加仓 |
| AGNC | AGNC INVT CORP | $80.38万 | 0.00% | 72,886 | -3,895 | -5.1% | -$4.30万 | 减仓 |
| ALLY | ALLY FINL INC | $80.39万 | 0.00% | 17,495 | 3,349 | 23.7% | $15.39万 | 加仓 |
| INGM | INGRAM MICRO HLDG CORP | $80.50万 | 0.00% | 29,347 | 19,282 | 191.6% | $52.89万 | 加仓 |
| VTR | VENTAS INC | $80.55万 | 0.00% | 9,019 | 1,855 | 25.9% | $16.57万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $80.80万 | 0.00% | 9,673 | 22 | 0.2% | $1,838 | 加仓 |
| AVT | AVNET INC | $80.84万 | 0.00% | 9,102 | 5,495 | 152.3% | $48.81万 | 加仓 |