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 |
|---|---|---|---|---|---|---|---|---|
| BIIB | BIOGEN INC | $81.28万 | 0.00% | 4,432 | -1,559 | -26.0% | -$28.59万 | 减仓 |
| FIVE | FIVE BELOW INC | $81.60万 | 0.00% | 3,570 | 1,011 | 39.5% | $23.11万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $81.83万 | 0.00% | 4,892 | -290 | -5.6% | -$4.85万 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $81.86万 | 0.00% | 75,724 | -12 | -0.0% | -$130 | 减仓 |
| IQQQ | PROSHARES TR | $81.86万 | 0.00% | 19,635 | 19,635 | — | $81.86万 | 新建仓 |
| MLPX | GLOBAL X FDS | $82.19万 | 0.00% | 11,116 | 11,116 | — | $82.19万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $82.24万 | 0.00% | 4,962 | 1,170 | 30.9% | $19.39万 | 加仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $82.28万 | 0.00% | 11,526 | 452 | 4.1% | $3.23万 | 加仓 |
| B | BARRICK MNG CORP 看跌期权 | $82.40万 | 0.00% | 20,200 | 20,200 | — | $82.40万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $82.41万 | 0.00% | 7,439 | -65 | -0.9% | -$7,201 | 减仓 |
| LDP | COHEN & STEERS LTD DURATION | $82.66万 | 0.00% | 41,390 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $82.84万 | 0.00% | 21,242 | -5,036 | -19.2% | -$19.64万 | 减仓 |
| BANF | BANCFIRST CORP | $82.88万 | 0.00% | 7,604 | -555 | -6.8% | -$6.05万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $83.47万 | 0.00% | 6,866 | 580 | 9.2% | $7.05万 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $83.64万 | 0.00% | 59,423 | -4,191 | -6.6% | -$5.90万 | 减仓 |
| — | FIDELITY ETHEREUM FD | $83.64万 | 0.00% | 40,057 | 33,774 | 537.5% | $70.52万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC 看跌期权 | $84.21万 | 0.00% | 200 | -200 | -50.0% | -$84.21万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $84.41万 | 0.00% | 13,756 | -2,998 | -17.9% | -$18.40万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $84.73万 | 0.00% | 49,010 | 4,587 | 10.3% | $7.93万 | 加仓 |
| EFC | ELLINGTON FINANCIAL INC | $84.93万 | 0.00% | 70,904 | 2,134 | 3.1% | $2.56万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $85.03万 | 0.00% | 13,566 | -4,884 | -26.5% | -$30.61万 | 减仓 |
| CVNA | CARVANA CO | $85.37万 | 0.00% | 2,714 | 1,187 | 77.7% | $37.34万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $85.41万 | 0.00% | 7,115 | 541 | 8.2% | $6.49万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $85.63万 | 0.00% | 8,790 | 777 | 9.7% | $7.57万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS 看涨期权 | $85.65万 | 0.00% | 45,800 | 45,800 | — | $85.65万 | 新建仓 |
| PMAY | INNOVATOR ETFS TRUST | $85.79万 | 0.00% | 21,480 | 0 | 0.0% | — | 不变 |
| PTA | COHEN & STEERS TAX ADVAN PFD | $85.80万 | 0.00% | 45,785 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $85.82万 | 0.00% | 25,786 | 1,231 | 5.0% | $4.10万 | 加仓 |
| IAI | ISHARES TR | $86.26万 | 0.00% | 5,254 | -2,204 | -29.6% | -$36.19万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $86.30万 | 0.00% | 14,388 | -271 | -1.8% | -$1.63万 | 减仓 |
| IQV | IQVIA HLDGS INC | $86.53万 | 0.00% | 5,074 | 353 | 7.5% | $6.02万 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $86.61万 | 0.00% | 16,500 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $86.93万 | 0.00% | 13,232 | 685 | 5.5% | $4.50万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $87.01万 | 0.00% | 9,063 | -509 | -5.3% | -$4.89万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $87.19万 | 0.00% | 7,990 | -2,295 | -22.3% | -$25.04万 | 减仓 |
| CLS | CELESTICA INC | $87.31万 | 0.00% | 3,099 | 1,856 | 149.3% | $52.29万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $87.32万 | 0.00% | 7,161 | -96 | -1.3% | -$1.17万 | 减仓 |
| WAT | WATERS CORP | $87.47万 | 0.00% | 2,937 | 1,079 | 58.1% | $32.13万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $87.55万 | 0.00% | 8,991 | 8,991 | — | $87.55万 | 新建仓 |
| MGEE | MGE ENERGY INC | $87.64万 | 0.00% | 11,338 | -644 | -5.4% | -$4.98万 | 减仓 |
| ABM | ABM INDS INC | $87.65万 | 0.00% | 22,753 | -1,992 | -8.1% | -$7.67万 | 减仓 |
| TWLO | TWILIO INC 看跌期权 | $88.07万 | 0.00% | 7,000 | 7,000 | — | $88.07万 | 新建仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $88.09万 | 0.00% | 17,241 | 2 | 0.0% | $102 | 加仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $88.19万 | 0.00% | 70,045 | 467 | 0.7% | $5,880 | 加仓 |
| TMUS | T-MOBILE US INC 看跌期权 | $88.21万 | 0.00% | 4,200 | -1,800 | -30.0% | -$37.81万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $88.46万 | 0.00% | 35,710 | -22,246 | -38.4% | -$55.10万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC 看跌期权 | $88.46万 | 0.00% | 5,100 | -11,400 | -69.1% | -$197.73万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $88.69万 | 0.00% | 6,760 | -109 | -1.6% | -$1.43万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $89.90万 | 0.00% | 22,016 | -22,908 | -51.0% | -$93.54万 | 减仓 |
| DASH | DOORDASH INC 看跌期权 | $90.09万 | 0.00% | 6,000 | 6,000 | — | $90.09万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $90.11万 | 0.00% | 6,619 | -1,546 | -18.9% | -$21.05万 | 减仓 |
| DDOG | DATADOG INC | $90.12万 | 0.00% | 7,634 | -4,896 | -39.1% | -$57.80万 | 减仓 |
| MCD | MCDONALDS CORP 看跌期权 | $90.13万 | 0.00% | 2,900 | -2,500 | -46.3% | -$77.70万 | 减仓 |
| TTE | TOTALENERGIES SE | $90.20万 | 0.00% | 9,914 | 9,914 | — | $90.20万 | 新建仓 |
| MKSI | MKS INC. | $90.33万 | 0.00% | 3,929 | -2,078 | -34.6% | -$47.77万 | 减仓 |
| AOA | ISHARES TR | $90.55万 | 0.00% | 10,233 | 298 | 3.0% | $2.64万 | 加仓 |
| NXT | NEXTPOWER INC | $90.83万 | 0.00% | 7,535 | -6,912 | -47.8% | -$83.32万 | 减仓 |
| — | ISHARES ETHEREUM TR | $91.50万 | 0.00% | 57,804 | -40,934 | -41.5% | -$64.80万 | 减仓 |
| — | GLOBAL X FDS | $91.53万 | 0.00% | 25,710 | 1,004 | 4.1% | $3.57万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $92.36万 | 0.00% | 19,254 | 19,254 | — | $92.36万 | 新建仓 |
| — | QORVO INC | $92.38万 | 0.00% | 11,935 | 7,119 | 147.8% | $55.10万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $92.44万 | 0.00% | 23,221 | -1,227 | -5.0% | -$4.88万 | 减仓 |
| TILT | FLEXSHARES TR | $92.66万 | 0.00% | 3,839 | -206 | -5.1% | -$4.97万 | 减仓 |
| ILCV | ISHARES TR | $92.86万 | 0.00% | 9,970 | 61 | 0.6% | $5,682 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $93.18万 | 0.00% | 77,325 | -20,000 | -20.5% | -$24.10万 | 减仓 |
| NUE | NUCOR CORP | $93.34万 | 0.00% | 5,503 | -713 | -11.5% | -$12.09万 | 减仓 |
| WFC | WELLS FARGO & CO 看跌期权 | $93.94万 | 0.00% | 11,800 | 11,800 | — | $93.94万 | 新建仓 |
| ARKK | ARK ETF TR | $94.05万 | 0.00% | 13,914 | -6,098 | -30.5% | -$41.22万 | 减仓 |
| GPC | GENUINE PARTS CO | $94.14万 | 0.00% | 8,825 | -1,289 | -12.7% | -$13.75万 | 减仓 |
| BWA | BORGWARNER INC | $94.24万 | 0.00% | 17,366 | 3,496 | 25.2% | $18.97万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $94.27万 | 0.00% | 20,168 | 6,622 | 48.9% | $30.95万 | 加仓 |
| DEM | WISDOMTREE TR | $94.43万 | 0.00% | 19,002 | -3,201 | -14.4% | -$15.91万 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $94.98万 | 0.00% | 31,457 | 2,347 | 8.1% | $7.09万 | 加仓 |
| R | RYDER SYS INC | $95.03万 | 0.00% | 4,641 | -391 | -7.8% | -$8.01万 | 减仓 |
| ALLE | ALLEGION PLC | $95.83万 | 0.00% | 6,595 | 3,412 | 107.2% | $49.58万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $95.86万 | 0.00% | 52,154 | 9,982 | 23.7% | $18.35万 | 加仓 |
| MKC | MCCORMICK & CO INC | $95.96万 | 0.00% | 19,023 | -3,806 | -16.7% | -$19.20万 | 减仓 |
| IXUS | ISHARES TR | $95.99万 | 0.00% | 11,079 | 11,079 | — | $95.99万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $96.10万 | 0.00% | 95,457 | -14,219 | -13.0% | -$14.31万 | 减仓 |
| — | ISHARES TR | $96.16万 | 0.00% | 33,099 | 1,408 | 4.4% | $4.09万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $96.36万 | 0.00% | 26,915 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC 看跌期权 | $96.81万 | 0.00% | 12,300 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $97.02万 | 0.00% | 6,914 | -20,397 | -74.7% | -$286.21万 | 减仓 |
| ONON | ON HLDG AG | $97.23万 | 0.00% | 28,580 | -24,666 | -46.3% | -$83.91万 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $97.47万 | 0.00% | 198,167 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $97.53万 | 0.00% | 1,869 | 134 | 7.7% | $6.99万 | 加仓 |
| SEIC | SEI INVTS CO | $97.59万 | 0.00% | 12,436 | -2,285 | -15.5% | -$17.93万 | 减仓 |
| VST | VISTRA CORP 看跌期权 | $97.71万 | 0.00% | 6,500 | 2,000 | 44.4% | $30.07万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $98.05万 | 0.00% | 1,653 | 1,009 | 156.7% | $59.85万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $98.40万 | 0.00% | 13,007 | 9,322 | 253.0% | $70.52万 | 加仓 |
| — | INVESCO QUALITY MUN INCOME T | $98.44万 | 0.00% | 102,331 | 719 | 0.7% | $6,917 | 加仓 |
| ACI | ALBERTSONS COS INC | $99.32万 | 0.00% | 58,284 | 5,366 | 10.1% | $9.14万 | 加仓 |
| — | HERITAGE COMM CORP | $99.49万 | 0.00% | 78,895 | -8,072 | -9.3% | -$10.18万 | 减仓 |
| TTC | TORO CO | $99.94万 | 0.00% | 10,652 | -1,282 | -10.7% | -$12.03万 | 减仓 |
| ENTG | ENTEGRIS INC | $100.16万 | 0.00% | 8,542 | 125 | 1.5% | $1.47万 | 加仓 |
| — | ISHARES TR | $100.16万 | 0.00% | 44,792 | 3,725 | 9.1% | $8.33万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $100.36万 | 0.00% | 54,246 | -594 | -1.1% | -$1.10万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $100.39万 | 0.00% | 14,103 | -3,120 | -18.1% | -$22.21万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $100.95万 | 0.00% | 25,148 | -9,178 | -26.7% | -$36.84万 | 减仓 |
| — | WESTERN COPPER & GOLD CORP | $101.05万 | 0.00% | 399,400 | -120,600 | -23.2% | -$30.51万 | 减仓 |