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 |
|---|---|---|---|---|---|---|---|---|
| PCAR | PACCAR INC | $130.79万 | 0.00% | 11,322 | -2,072 | -15.5% | -$23.94万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $131.20万 | 0.00% | 10,308 | -3,708 | -26.5% | -$47.20万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $131.25万 | 0.00% | 7,122 | 79 | 1.1% | $1.46万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $131.30万 | 0.00% | 50,345 | 40,496 | 411.2% | $105.61万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $131.31万 | 0.00% | 11,783 | -4,571 | -28.0% | -$50.94万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $131.41万 | 0.00% | 13,915 | -853 | -5.8% | -$8.06万 | 减仓 |
| PKG | PACKAGING CORP AMER | $131.66万 | 0.00% | 6,166 | 4,532 | 277.4% | $96.77万 | 加仓 |
| LMND | LEMONADE INC | $131.75万 | 0.00% | 21,020 | 21,020 | — | $131.75万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $131.82万 | 0.00% | 2,178 | -177 | -7.5% | -$10.71万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $131.87万 | 0.00% | 12,415 | 76 | 0.6% | $8,072 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $132.07万 | 0.00% | 116,878 | -354 | -0.3% | -$4,000 | 减仓 |
| FFIV | F5 INC | $132.17万 | 0.00% | 4,567 | -222 | -4.6% | -$6.42万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $132.48万 | 0.00% | 1,209 | -730 | -37.6% | -$79.99万 | 减仓 |
| MTB | M & T BK CORP | $132.71万 | 0.00% | 6,418 | 1,810 | 39.3% | $37.43万 | 加仓 |
| — | SSGA ACTIVE TR | $132.97万 | 0.00% | 54,163 | 40,490 | 296.1% | $99.40万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $133.51万 | 0.00% | 37,672 | -1,595 | -4.1% | -$5.65万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $133.85万 | 0.00% | 17,363 | 6,649 | 62.1% | $51.26万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $134.09万 | 0.00% | 42,798 | -65,850 | -60.6% | -$206.31万 | 减仓 |
| CLX | CLOROX CO DEL | $134.46万 | 0.00% | 12,975 | 3,104 | 31.4% | $32.17万 | 加仓 |
| FISV | FISERV INC | $134.48万 | 0.00% | 24,099 | -13,798 | -36.4% | -$77.00万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $134.49万 | 0.00% | 54,252 | 54,252 | — | $134.49万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $135.65万 | 0.00% | 27,145 | 2,380 | 9.6% | $11.89万 | 加仓 |
| TSN | TYSON FOODS INC | $135.68万 | 0.00% | 21,175 | -15,768 | -42.7% | -$101.03万 | 减仓 |
| LQD | ISHARES TR | $135.74万 | 0.00% | 12,453 | -27,900 | -69.1% | -$304.11万 | 减仓 |
| DGS | WISDOMTREE TR | $135.80万 | 0.00% | 22,595 | -136 | -0.6% | -$8,174 | 减仓 |
| RPAR | TIDAL TRUST I | $135.83万 | 0.00% | 61,018 | 61,018 | — | $135.83万 | 新建仓 |
| PWRD | TCW ETF TRUST | $136.04万 | 0.00% | 13,914 | 1,373 | 10.9% | $13.42万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $136.62万 | 0.00% | 27,406 | 8,051 | 41.6% | $40.13万 | 加仓 |
| EIX | EDISON INTL | $136.78万 | 0.00% | 18,691 | 6,477 | 53.0% | $47.40万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $137.21万 | 0.00% | 18,898 | -333 | -1.7% | -$2.42万 | 减仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $138.27万 | 0.00% | 77,071 | -722 | -0.9% | -$1.30万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $138.27万 | 0.00% | 20,205 | -2,491 | -11.0% | -$17.05万 | 减仓 |
| MBB | ISHARES TR | $138.72万 | 0.00% | 14,608 | 4,822 | 49.3% | $45.79万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND 看跌期权 | $138.96万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $138.98万 | 0.00% | 75,985 | 3,202 | 4.4% | $5.86万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $139.49万 | 0.00% | 7,988 | -277 | -3.4% | -$4.84万 | 减仓 |
| NGG | NATIONAL GRID PLC | $139.60万 | 0.00% | 16,500 | 10,333 | 167.6% | $87.43万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $139.70万 | 0.00% | 112,625 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $139.99万 | 0.00% | 9,773 | 710 | 7.8% | $10.17万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $140.04万 | 0.00% | 56,468 | -9,740 | -14.7% | -$24.16万 | 减仓 |
| CRH | CRH PLC | $140.21万 | 0.00% | 13,291 | 6,932 | 109.0% | $73.13万 | 加仓 |
| — | BARON ETF TR | $140.54万 | 0.00% | 60,245 | 60,245 | — | $140.54万 | 新建仓 |
| CMS | CMS ENERGY CORP | $140.61万 | 0.00% | 18,123 | 174 | 1.0% | $1.35万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $140.87万 | 0.00% | 6,524 | 616 | 10.4% | $13.30万 | 加仓 |
| ZG | ZILLOW GROUP INC | $141.01万 | 0.00% | 34,068 | -16,778 | -33.0% | -$69.44万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $141.57万 | 0.00% | 23,186 | -8,882 | -27.7% | -$54.23万 | 减仓 |
| DX | DYNEX CAP INC | $141.92万 | 0.00% | 109,768 | 56,026 | 104.2% | $72.44万 | 加仓 |
| DTCR | GLOBAL X FDS | $142.41万 | 0.00% | 59,435 | -12,873 | -17.8% | -$30.84万 | 减仓 |
| OBIL | RBB FD INC | $142.42万 | 0.00% | 28,441 | -27,026 | -48.7% | -$135.33万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $142.57万 | 0.00% | 4,868 | 8 | 0.2% | $2,343 | 加仓 |
| HAPN | LENDINGCLUB ISSUANCE TR SER | $143.03万 | 0.00% | 99,880 | -25 | -0.0% | -$358 | 减仓 |
| IWC | ISHARES TR | $143.10万 | 0.00% | 8,965 | 2,708 | 43.3% | $43.23万 | 加仓 |
| — | WISDOMTREE TR | $144.04万 | 0.00% | 43,485 | -627 | -1.4% | -$2.08万 | 减仓 |
| AMGN | AMGEN INC 看跌期权 | $144.26万 | 0.00% | 4,100 | -1,700 | -29.3% | -$59.81万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $144.40万 | 0.00% | 2,452 | 532 | 27.7% | $31.33万 | 加仓 |
| PPG | PPG INDS INC | $144.50万 | 0.00% | 13,518 | 1,864 | 16.0% | $19.93万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $144.69万 | 0.00% | 12,539 | 9,863 | 368.6% | $113.81万 | 加仓 |
| IYR | ISHARES TR | $145.06万 | 0.00% | 15,340 | -109 | -0.7% | -$1.03万 | 减仓 |
| MFC | MANULIFE FINL CORP | $145.36万 | 0.00% | 42,205 | 950 | 2.3% | $3.27万 | 加仓 |
| ES | EVERSOURCE ENERGY | $145.48万 | 0.00% | 20,996 | 2,113 | 11.2% | $14.64万 | 加仓 |
| ING | ING GROEP N.V. | $145.58万 | 0.00% | 55,885 | 8,508 | 18.0% | $22.16万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $146.85万 | 0.00% | 65,660 | 2,848 | 4.5% | $6.37万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $146.90万 | 0.00% | 8,055 | 1,013 | 14.4% | $18.47万 | 加仓 |
| CVX | CHEVRON CORPORATION 看跌期权 | $146.90万 | 0.00% | 7,100 | -8,100 | -53.3% | -$167.59万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $147.58万 | 0.00% | 9,334 | -329 | -3.4% | -$5.20万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $148.16万 | 0.00% | 24,997 | 8,796 | 54.3% | $52.13万 | 加仓 |
| IGF | ISHARES TR | $148.27万 | 0.00% | 22,129 | -599 | -2.6% | -$4.01万 | 减仓 |
| VOO | VANGUARD INDEX FDS 看跌期权 | $149.39万 | 0.00% | 2,500 | 400 | 19.0% | $23.90万 | 加仓 |
| SYY | SYSCO CORP | $150.57万 | 0.00% | 21,108 | 6,726 | 46.8% | $47.98万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $151.12万 | 0.00% | 13,818 | -68 | -0.5% | -$7,437 | 减仓 |
| USO | UNITED STS OIL FD LP | $152.71万 | 0.00% | 12,001 | -17,407 | -59.2% | -$221.50万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $152.85万 | 0.00% | 50,830 | -602 | -1.2% | -$1.81万 | 减仓 |
| BN | BROOKFIELD CORP | $152.93万 | 0.00% | 37,788 | 13,729 | 57.1% | $55.56万 | 加仓 |
| STT | STATE STR CORP | $153.15万 | 0.00% | 12,101 | -3,709 | -23.5% | -$46.94万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $153.61万 | 0.00% | 7,835 | -347 | -4.2% | -$6.80万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $154.09万 | 0.00% | 42,111 | 5,674 | 15.6% | $20.76万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $154.53万 | 0.00% | 25,411 | -20,104 | -44.2% | -$122.26万 | 减仓 |
| IGSB | ISHARES TR | $154.64万 | 0.00% | 29,421 | -1,442 | -4.7% | -$7.58万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $155.60万 | 0.00% | 29,380 | 16,860 | 134.7% | $89.29万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $155.88万 | 0.00% | 11,480 | 2,618 | 29.5% | $35.55万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $155.94万 | 0.00% | 9,556 | -16,502 | -63.3% | -$269.29万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $156.03万 | 0.00% | 34,968 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $156.73万 | 0.00% | 57,075 | -10,142 | -15.1% | -$27.85万 | 减仓 |
| TRGP | TARGA RES CORP | $157.60万 | 0.00% | 6,285 | -154 | -2.4% | -$3.86万 | 减仓 |
| IBHI | ISHARES TR | $158.02万 | 0.00% | 67,870 | -7,024 | -9.4% | -$16.35万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $158.17万 | 0.00% | 16,215 | -3,648 | -18.4% | -$35.58万 | 减仓 |
| EVRG | EVERGY INC | $158.51万 | 0.00% | 19,348 | -2,768 | -12.5% | -$22.68万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $159.41万 | 0.00% | 21,182 | -1,518 | -6.7% | -$11.42万 | 减仓 |
| GKOS | GLAUKOS CORP | $159.53万 | 0.00% | 14,818 | -239 | -1.6% | -$2.57万 | 减仓 |
| ECL | ECOLAB INC 看跌期权 | $159.61万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $159.88万 | 0.00% | 34,017 | 10,028 | 41.8% | $47.13万 | 加仓 |
| UPRO | PROSHARES TR | $160.25万 | 0.00% | 16,522 | -2,191 | -11.7% | -$21.25万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $161.83万 | 0.00% | 132,003 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $162.46万 | 0.00% | 18,649 | -983 | -5.0% | -$8.56万 | 减仓 |
| ADTN | ADTRAN HOLDINGS INC | $162.70万 | 0.00% | 129,330 | 38,552 | 42.5% | $48.50万 | 加仓 |
| EFX | EQUIFAX INC | $162.79万 | 0.00% | 9,039 | 726 | 8.7% | $13.07万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $164.93万 | 0.01% | 34,261 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $165.88万 | 0.01% | 7,148 | -512 | -6.7% | -$11.88万 | 减仓 |
| AZO | AUTOZONE INC | $166.40万 | 0.01% | 492 | -118 | -19.3% | -$39.91万 | 减仓 |
| IHAK | ISHARES TR | $168.34万 | 0.01% | 38,566 | 1,905 | 5.2% | $8.32万 | 加仓 |