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 |
|---|---|---|---|---|---|---|---|---|
| AOA | ISHARES TR | $97.32万 | 0.00% | 9,971 | -262 | -2.6% | -$2.56万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $98.07万 | 0.00% | 24,339 | -809 | -3.2% | -$3.26万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $98.22万 | 0.00% | 1,812 | 159 | 9.6% | $8.62万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $98.44万 | 0.00% | 21,003 | -1,986 | -8.6% | -$9.31万 | 减仓 |
| ACIC | AMERICAN COASTAL INS CORP | $98.53万 | 0.00% | 88,768 | -1,675 | -1.9% | -$1.86万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC 看跌期权 | $98.90万 | 0.00% | 2,900 | 400 | 16.0% | $13.64万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $99.04万 | 0.00% | 1,485 | -693 | -31.8% | -$46.22万 | 减仓 |
| HRL | HORMEL FOODS CORP | $99.12万 | 0.00% | 39,936 | 11,160 | 38.8% | $27.70万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $99.33万 | 0.00% | 55,617 | 15,924 | 40.1% | $28.44万 | 加仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $99.52万 | 0.00% | 48,157 | 48,157 | — | $99.52万 | 新建仓 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $99.53万 | 0.00% | 48,621 | 48,621 | — | $99.53万 | 新建仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $100.14万 | 0.00% | 81,345 | 4,020 | 5.2% | $4.95万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $100.32万 | 0.00% | 7,172 | 11 | 0.2% | $1,539 | 加仓 |
| DGRW | WISDOMTREE TR | $100.76万 | 0.00% | 10,536 | -595,891 | -98.3% | -$5,698.48万 | 减仓 |
| UJUN | INNOVATOR ETFS TRUST | $100.78万 | 0.00% | 26,150 | 26,150 | — | $100.78万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $100.93万 | 0.00% | 7,097 | 573 | 8.8% | $8.15万 | 加仓 |
| CART | MAPLEBEAR INC | $101.09万 | 0.00% | 21,350 | -5,995 | -21.9% | -$28.39万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $101.21万 | 0.00% | 9,828 | -6,623 | -40.3% | -$68.21万 | 减仓 |
| ONON | ON HLDG AG | $101.32万 | 0.00% | 28,604 | 24 | 0.1% | $850 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $101.57万 | 0.00% | 19,614 | 5,532 | 39.3% | $28.65万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $101.85万 | 0.00% | 30,968 | -15,262 | -33.0% | -$50.20万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $102.30万 | 0.00% | 30,453 | 20,259 | 198.7% | $68.06万 | 加仓 |
| EMXC | ISHARES INC | $102.72万 | 0.00% | 10,040 | 620 | 6.6% | $6.34万 | 加仓 |
| — | INVESCO QUALITY MUN INCOME T | $102.83万 | 0.00% | 101,612 | -719 | -0.7% | -$7,276 | 减仓 |
| COWZ | PACER FDS TR | $103.06万 | 0.00% | 16,568 | 11,884 | 253.7% | $73.92万 | 加仓 |
| — | ISHARES TR | $103.07万 | 0.00% | 46,220 | 1,428 | 3.2% | $3.18万 | 加仓 |
| VST | VISTRA CORP 看跌期权 | $103.11万 | 0.00% | 6,500 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $103.21万 | 0.00% | 9,645 | -3,646 | -27.4% | -$39.02万 | 减仓 |
| FN | FABRINET | $103.29万 | 0.00% | 1,837 | -32 | -1.7% | -$1.80万 | 减仓 |
| — | BELPOINTE PREP LLC | $103.76万 | 0.00% | 22,911 | -40,912 | -64.1% | -$185.29万 | 减仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $103.83万 | 0.00% | 30,297 | 100 | 0.3% | $3,427 | 加仓 |
| IMNM | IMMUNOME INC | $104.55万 | 0.00% | 49,341 | 391 | 0.8% | $8,285 | 加仓 |
| IBHI | ISHARES TR | $104.85万 | 0.00% | 44,828 | -23,042 | -34.0% | -$53.90万 | 减仓 |
| EME | EMCOR GROUP INC | $104.92万 | 0.00% | 1,264 | 170 | 15.5% | $14.11万 | 加仓 |
| TSLA | TESLA INC 看涨期权 | $105.15万 | 0.00% | 2,500 | -300 | -10.7% | -$12.62万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $105.19万 | 0.00% | 3,592 | -194 | -5.1% | -$5.68万 | 减仓 |
| LQD | ISHARES TR | $105.38万 | 0.00% | 9,661 | -2,792 | -22.4% | -$30.45万 | 减仓 |
| — | GLOBAL X FDS | $105.54万 | 0.00% | 29,179 | 3,469 | 13.5% | $12.55万 | 加仓 |
| RBRK | RUBRIK INC. | $105.56万 | 0.00% | 13,148 | 5,578 | 73.7% | $44.78万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $105.56万 | 0.00% | 9,793 | 3,129 | 47.0% | $33.73万 | 加仓 |
| TILT | FLEXSHARES TR | $105.98万 | 0.00% | 3,839 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS INC | $106.06万 | 0.00% | 19,305 | 1,565 | 8.8% | $8.60万 | 加仓 |
| HYG | ISHARES TR | $107.19万 | 0.00% | 13,403 | 198 | 1.5% | $1.58万 | 加仓 |
| PNR | PENTAIR PLC | $107.27万 | 0.00% | 13,992 | -4,657 | -25.0% | -$35.70万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $107.49万 | 0.00% | 14,141 | -802 | -5.4% | -$6.10万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC 看跌期权 | $107.86万 | 0.00% | 2,500 | -700 | -21.9% | -$30.20万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $108.28万 | 0.00% | 20,565 | 7,868 | 62.0% | $41.43万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $108.70万 | 0.00% | 14,719 | 14,719 | — | $108.70万 | 新建仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $109.29万 | 0.00% | 14,093 | 2,567 | 22.3% | $19.91万 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $109.54万 | 0.00% | 29,008 | 29,008 | — | $109.54万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $109.67万 | 0.00% | 9,647 | 2,787 | 40.6% | $31.68万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $110.30万 | 0.00% | 10,538 | 10,538 | — | $110.30万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $110.31万 | 0.00% | 10,309 | -2,275 | -18.1% | -$24.34万 | 减仓 |
| WAT | WATERS CORP | $110.48万 | 0.00% | 2,945 | 8 | 0.3% | $3,001 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $110.53万 | 0.00% | 107,210 | 33,970 | 46.4% | $35.02万 | 加仓 |
| EFAV | ISHARES TR | $110.59万 | 0.00% | 12,608 | -169 | -1.3% | -$1.48万 | 减仓 |
| DASH | DOORDASH INC 看跌期权 | $110.72万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $111.04万 | 0.00% | 1,980 | -561 | -22.1% | -$31.46万 | 减仓 |
| CLX | CLOROX CO DEL | $111.19万 | 0.00% | 11,649 | -1,326 | -10.2% | -$12.66万 | 减仓 |
| LITE | LUMENTUM HLDGS INC 看跌期权 | $111.55万 | 0.00% | 1,300 | 1,300 | — | $111.55万 | 新建仓 |
| ABT | ABBOTT LABORATORIES 看跌期权 | $111.61万 | 0.00% | 12,300 | 1,400 | 12.8% | $12.70万 | 加仓 |
| MLPA | GLOBAL X FDS | $112.34万 | 0.00% | 21,164 | -422 | -2.0% | -$2.24万 | 减仓 |
| NRG | NRG ENERGY INC | $112.37万 | 0.00% | 7,693 | 145 | 1.9% | $2.12万 | 加仓 |
| CR | CRANE COMPANY | $112.81万 | 0.00% | 5,057 | 1,928 | 61.6% | $43.01万 | 加仓 |
| TTC | TORO CO | $112.85万 | 0.00% | 11,544 | 892 | 8.4% | $8.72万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $113.04万 | 0.00% | 22,236 | -4,909 | -18.1% | -$24.95万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $113.09万 | 0.00% | 25,148 | -856 | -3.3% | -$3.85万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $113.21万 | 0.00% | 4,528 | 2,379 | 110.7% | $59.48万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $113.76万 | 0.00% | 15,031 | 2,024 | 15.6% | $15.32万 | 加仓 |
| BIIB | BIOGEN INC | $114.34万 | 0.00% | 5,292 | 860 | 19.4% | $18.58万 | 加仓 |
| EFC | ELLINGTON FINANCIAL INC | $114.79万 | 0.00% | 83,554 | 12,650 | 17.8% | $17.38万 | 加仓 |
| TPR | TAPESTRY INC | $114.97万 | 0.00% | 7,852 | 212 | 2.8% | $3.10万 | 加仓 |
| UNM | UNUM GROUP | $115.43万 | 0.00% | 12,911 | 2,728 | 26.8% | $24.39万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $115.49万 | 0.00% | 44,504 | 5,736 | 14.8% | $14.89万 | 加仓 |
| MRK | MERCK & CO INC 看跌期权 | $115.65万 | 0.00% | 9,000 | 3,700 | 69.8% | $47.55万 | 加仓 |
| MRNA | MODERNA INC | $115.70万 | 0.00% | 16,522 | 4,568 | 38.2% | $31.99万 | 加仓 |
| — | INVESCO TR INVT GRADE NEW YO | $115.73万 | 0.00% | 99,942 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $116.57万 | 0.00% | 4,287 | -157 | -3.5% | -$4.27万 | 减仓 |
| GOOG | ALPHABET INC 看涨期权 | $116.60万 | 0.00% | 3,300 | 1,500 | 83.3% | $53.00万 | 加仓 |
| DON | WISDOMTREE TR | $116.63万 | 0.00% | 20,634 | -233,195 | -91.9% | -$1,318.07万 | 减仓 |
| CMS | CMS ENERGY CORP | $116.93万 | 0.00% | 15,284 | -2,839 | -15.7% | -$21.72万 | 减仓 |
| SANM | SANMINA CORP | $117.25万 | 0.00% | 4,633 | 222 | 5.0% | $5.62万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $117.34万 | 0.00% | 30,836 | -4,067 | -11.7% | -$15.48万 | 减仓 |
| NVO | NOVO-NORDISK A S | $118.62万 | 0.00% | 24,742 | -2,832 | -10.3% | -$13.58万 | 减仓 |
| HAL | HALLIBURTON CO | $119.23万 | 0.00% | 35,117 | 13,875 | 65.3% | $47.11万 | 加仓 |
| CVBF | CVB FINL CORP | $119.29万 | 0.00% | 52,899 | 52,899 | — | $119.29万 | 新建仓 |
| — | PRINCIPAL REAL ESTATE INCOME | $119.49万 | 0.00% | 116,120 | 103,700 | 834.9% | $106.71万 | 加仓 |
| EIX | EDISON INTL | $119.68万 | 0.00% | 16,073 | -2,618 | -14.0% | -$19.49万 | 减仓 |
| MKL | MARKEL GROUP INC | $119.85万 | 0.00% | 613 | 234 | 61.7% | $45.75万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $120.31万 | 0.00% | 36,249 | 4,792 | 15.2% | $15.90万 | 加仓 |
| IBTH | ISHARES TR | $120.61万 | 0.00% | 53,788 | 2,104 | 4.1% | $4.72万 | 加仓 |
| ATI | ATI INC | $120.74万 | 0.00% | 6,125 | 1,015 | 19.9% | $20.01万 | 加仓 |
| USO | UNITED STS OIL FD LP | $120.91万 | 0.00% | 11,359 | -642 | -5.3% | -$6.83万 | 减仓 |
| GIS | GENERAL MILLS INC | $121.04万 | 0.00% | 34,781 | 36 | 0.1% | $1,253 | 加仓 |
| IBTO | ISHARES TR | $121.17万 | 0.00% | 50,214 | 0 | 0.0% | — | 不变 |
| BMAR | INNOVATOR ETFS TRUST | $121.62万 | 0.00% | 21,104 | 4,604 | 27.9% | $26.53万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $121.83万 | 0.00% | 25,515 | -271 | -1.1% | -$1.29万 | 减仓 |
| HDB | HDFC BANK LTD | $122.08万 | 0.00% | 47,261 | 47,261 | — | $122.08万 | 新建仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $122.15万 | 0.00% | 47,809 | 168 | 0.4% | $4,292 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $122.19万 | 0.00% | 142,748 | 10,656 | 8.1% | $9.12万 | 加仓 |