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 |
|---|---|---|---|---|---|---|---|---|
| — | SEVEN HILLS REALTY TRUST | $101.14万 | 0.00% | 123,038 | 21 | 0.0% | $173 | 加仓 |
| QLD | PROSHARES TR | $101.17万 | 0.00% | 16,586 | 8,985 | 118.2% | $54.81万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $101.43万 | 0.00% | 4,920 | 1,193 | 32.0% | $24.60万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $101.47万 | 0.00% | 26,915 | -7,461 | -21.7% | -$28.13万 | 减仓 |
| ACIC | AMERICAN COASTAL INS CORP | $101.75万 | 0.00% | 90,443 | -194 | -0.2% | -$2,183 | 减仓 |
| NBTB | NBT BANCORP INC | $101.77万 | 0.00% | 23,899 | -169 | -0.7% | -$7,196 | 减仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $102.08万 | 0.00% | 25,223 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $102.30万 | 0.00% | 12,697 | -18,453 | -59.2% | -$148.68万 | 减仓 |
| KWEB | KRANESHARES TRUST 看跌期权 | $102.35万 | 0.00% | 36,000 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $102.43万 | 0.00% | 27,345 | 4,293 | 18.6% | $16.08万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $102.63万 | 0.00% | 4,094 | 2,671 | 187.7% | $66.96万 | 加仓 |
| TSLA | TESLA INC 看涨期权 | $104.09万 | 0.00% | 2,800 | 100 | 3.7% | $3.72万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $104.29万 | 0.00% | 47,641 | -596 | -1.2% | -$1.30万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $104.38万 | 0.00% | 3,430 | -155 | -4.3% | -$4.72万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $104.51万 | 0.00% | 2,468 | -20 | -0.8% | -$8,469 | 减仓 |
| NVO | NOVO-NORDISK A S | $104.62万 | 0.00% | 27,574 | -203,129 | -88.0% | -$770.70万 | 减仓 |
| FIG | FIGMA INC | $104.85万 | 0.00% | 49,599 | 49,599 | — | $104.85万 | 新建仓 |
| HYG | ISHARES TR | $105.07万 | 0.00% | 13,205 | 999 | 8.2% | $7.95万 | 加仓 |
| CAT | CATERPILLAR INC 看跌期权 | $106.27万 | 0.00% | 1,500 | 500 | 50.0% | $35.42万 | 加仓 |
| KR | KROGER CO | $106.34万 | 0.00% | 14,693 | -7,291 | -33.2% | -$52.77万 | 减仓 |
| — | BITWISE ETHEREUM ETF | $107.01万 | 0.00% | 71,341 | 71,341 | — | $107.01万 | 新建仓 |
| IMNM | IMMUNOME INC | $107.05万 | 0.00% | 48,950 | -10,101 | -17.1% | -$22.09万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $107.19万 | 0.00% | 34,903 | 10,002 | 40.2% | $30.72万 | 加仓 |
| JBL | JABIL INC | $107.57万 | 0.00% | 4,049 | 1,672 | 70.3% | $44.42万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $107.66万 | 0.00% | 22,989 | -14,061 | -38.0% | -$65.85万 | 减仓 |
| TPR | TAPESTRY INC | $107.83万 | 0.00% | 7,640 | 4,117 | 116.9% | $58.11万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $107.94万 | 0.00% | 2,541 | -1,323 | -34.2% | -$56.20万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC 看跌期权 | $108.22万 | 0.00% | 11,000 | -11,000 | -50.0% | -$108.22万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC 看跌期权 | $108.23万 | 0.00% | 41,500 | 41,500 | — | $108.23万 | 新建仓 |
| APA | APA CORPORATION | $108.53万 | 0.00% | 25,570 | 25,570 | — | $108.53万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $108.77万 | 0.00% | 219,289 | -21,803 | -9.0% | -$10.81万 | 减仓 |
| — | INVESCO TR INVT GRADE NEW YO | $109.34万 | 0.00% | 99,942 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $109.34万 | 0.00% | 15,235 | -3,095 | -16.9% | -$22.21万 | 减仓 |
| — | SSGA ACTIVE TR | $109.46万 | 0.00% | 43,835 | -17,271 | -28.3% | -$43.13万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $109.69万 | 0.00% | 11,913 | -124 | -1.0% | -$1.14万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $110.06万 | 0.00% | 58,853 | 58,853 | — | $110.06万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $110.28万 | 0.00% | 10,277 | -5,928 | -36.6% | -$63.61万 | 减仓 |
| NRG | NRG ENERGY INC | $110.32万 | 0.00% | 7,548 | 1,018 | 15.6% | $14.88万 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $110.43万 | 0.00% | 20,409 | 14,040 | 220.4% | $75.97万 | 加仓 |
| IBHH | ISHARES TR | $110.55万 | 0.00% | 47,104 | -4,661 | -9.0% | -$10.94万 | 减仓 |
| KWEB | KRANESHARES TRUST | $111.79万 | 0.00% | 39,320 | 2,782 | 7.6% | $7.91万 | 加仓 |
| ABT | ABBOTT LABORATORIES 看跌期权 | $111.91万 | 0.00% | 10,900 | 1,100 | 11.2% | $11.29万 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $112.54万 | 0.00% | 132,092 | 2,872 | 2.2% | $2.45万 | 加仓 |
| — | PENNANTPARK INVT CORP | $112.56万 | 0.00% | 246,312 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC 看跌期权 | $113.28万 | 0.00% | 14,600 | -2,900 | -16.6% | -$22.50万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $113.57万 | 0.00% | 7,935 | 2,978 | 60.1% | $42.62万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $113.93万 | 0.00% | 13,748 | -11,650 | -45.9% | -$96.54万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $113.95万 | 0.00% | 1,672 | 13 | 0.8% | $8,860 | 加仓 |
| RDDT | REDDIT INC | $114.04万 | 0.00% | 8,469 | 2,665 | 45.9% | $35.89万 | 加仓 |
| PM | PHILIP MORRIS INTL INC 看跌期权 | $114.08万 | 0.00% | 6,900 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INC | $114.54万 | 0.00% | 77,549 | 10,755 | 16.1% | $15.89万 | 加仓 |
| OKTA | OKTA INC | $114.86万 | 0.00% | 14,592 | -111 | -0.8% | -$8,737 | 减仓 |
| KIE | SPDR SERIES TRUST | $114.92万 | 0.00% | 20,893 | -56,818 | -73.1% | -$312.53万 | 减仓 |
| — | HONEYWELL INTL INC 看跌期权 | $115.28万 | 0.00% | 5,100 | 200 | 4.1% | $4.52万 | 加仓 |
| SUSA | ISHARES TR | $115.45万 | 0.00% | 8,739 | -371 | -4.1% | -$4.90万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $115.82万 | 0.00% | 26,004 | -1,459 | -5.3% | -$6.50万 | 减仓 |
| IBTH | ISHARES TR | $116.08万 | 0.00% | 51,684 | 9,699 | 23.1% | $21.78万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $116.27万 | 0.00% | 38,768 | 7,445 | 23.8% | $22.33万 | 加仓 |
| MLPA | GLOBAL X FDS | $116.29万 | 0.00% | 21,586 | -1,749 | -7.5% | -$9.42万 | 减仓 |
| EFAV | ISHARES TR | $116.75万 | 0.00% | 12,777 | 126 | 1.0% | $1.15万 | 加仓 |
| BJUN | INNOVATOR ETFS TRUST | $117.27万 | 0.00% | 25,355 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $117.85万 | 0.00% | 19,788 | 16,276 | 463.4% | $96.93万 | 加仓 |
| MU | MICRON TECHNOLOGY INC 看跌期权 | $118.24万 | 0.00% | 3,500 | 3,500 | — | $118.24万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $118.34万 | 0.00% | 2,439 | -1,103 | -31.1% | -$53.52万 | 减仓 |
| EFA | ISHARES TR 看跌期权 | $118.50万 | 0.00% | 12,200 | -23,400 | -65.7% | -$227.28万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $118.69万 | 0.00% | 17,695 | 8,959 | 102.6% | $60.09万 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $118.99万 | 0.00% | 52,765 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $119.22万 | 0.00% | 12,486 | 26 | 0.2% | $2,483 | 加仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $119.56万 | 0.00% | 209,747 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $119.97万 | 0.00% | 26,190 | -2,966 | -10.2% | -$13.59万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $120.41万 | 0.00% | 19,445 | -5,123 | -20.9% | -$31.72万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD 看跌期权 | $120.44万 | 0.00% | 9,600 | -9,000 | -48.4% | -$112.91万 | 减仓 |
| COKE | COCA COLA CONS INC | $121.03万 | 0.00% | 6,311 | 473 | 8.1% | $9.07万 | 加仓 |
| BE | BLOOM ENERGY CORP | $121.13万 | 0.00% | 8,939 | -4,716 | -34.5% | -$63.90万 | 减仓 |
| DMXF | ISHARES TR | $121.26万 | 0.00% | 16,071 | 16,071 | — | $121.26万 | 新建仓 |
| HD | HOME DEPOT INC 看跌期权 | $121.69万 | 0.00% | 3,700 | -1,100 | -22.9% | -$36.18万 | 减仓 |
| HPQ | HP INC | $122.19万 | 0.00% | 63,207 | 3,910 | 6.6% | $7.56万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $122.25万 | 0.00% | 46,230 | -5,163 | -10.0% | -$13.65万 | 减仓 |
| IBTO | ISHARES TR | $122.47万 | 0.00% | 50,214 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $122.71万 | 0.00% | 13,037 | -1,970 | -13.1% | -$18.54万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $122.99万 | 0.00% | 11,853 | -1,911 | -13.9% | -$19.83万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $123.42万 | 0.00% | 21,435 | 369 | 1.8% | $2.12万 | 加仓 |
| BRO | BROWN & BROWN INC | $123.56万 | 0.00% | 18,946 | -306 | -1.6% | -$2.00万 | 减仓 |
| HACK | AMPLIFY ETF TR | $123.62万 | 0.00% | 16,461 | -245 | -1.5% | -$1.84万 | 减仓 |
| SAN | BANCO SANTANDER SA | $124.52万 | 0.00% | 110,387 | 68,378 | 162.8% | $77.13万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $124.54万 | 0.00% | 20,135 | 20,135 | — | $124.54万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $125.02万 | 0.00% | 906 | 132 | 17.1% | $18.21万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC 看跌期权 | $125.16万 | 0.00% | 17,400 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $125.77万 | 0.00% | 5,292 | -55,416 | -91.3% | -$1,317.04万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $126.52万 | 0.00% | 133,461 | 11,252 | 9.2% | $10.67万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $126.76万 | 0.00% | 54,181 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $126.79万 | 0.00% | 12,584 | -6,318 | -33.4% | -$63.66万 | 减仓 |
| IOT | SAMSARA INC | $126.90万 | 0.00% | 40,044 | -9,466 | -19.1% | -$30.00万 | 减仓 |
| CB | CHUBB LTD SWITZ 看跌期权 | $127.11万 | 0.00% | 3,900 | 3,000 | 333.3% | $97.78万 | 加仓 |
| INTC | INTEL CORP 看跌期权 | $128.42万 | 0.00% | 29,100 | 12,200 | 72.2% | $53.84万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $128.62万 | 0.00% | 50,600 | 7,800 | 18.2% | $19.83万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $128.64万 | 0.00% | 4,997 | -145 | -2.8% | -$3.73万 | 减仓 |
| — | SSGA ACTIVE TR | $129.03万 | 0.00% | 51,810 | 28,685 | 124.0% | $71.44万 | 加仓 |
| GIS | GENERAL MILLS INC | $129.32万 | 0.00% | 34,745 | -3,614 | -9.4% | -$13.45万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $129.44万 | 0.00% | 36,256 | -6,082 | -14.4% | -$21.71万 | 减仓 |