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 |
|---|---|---|---|---|---|---|---|---|
| — | SSGA ACTIVE TR | $169.77万 | 0.01% | 68,937 | 23,263 | 50.9% | $57.29万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $170.09万 | 0.01% | 5,626 | 952 | 20.4% | $28.78万 | 加仓 |
| AME | AMETEK INC | $170.49万 | 0.01% | 7,952 | 341 | 4.5% | $7.31万 | 加仓 |
| EAT | BRINKER INTL INC | $170.84万 | 0.01% | 11,965 | -2,324 | -16.3% | -$33.18万 | 减仓 |
| MPC | MARATHON PETE CORP 看跌期权 | $170.93万 | 0.01% | 7,000 | 0 | 0.0% | — | 不变 |
| TARS | TARSUS PHARMACEUTICALS INC | $170.98万 | 0.01% | 24,374 | 24,374 | — | $170.98万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $170.99万 | 0.01% | 44,000 | -45,078 | -50.6% | -$175.18万 | 减仓 |
| NE | NOBLE CORP PLC | $171.04万 | 0.01% | 34,854 | 516 | 1.5% | $2.53万 | 加仓 |
| WDAY | WORKDAY INC | $171.20万 | 0.01% | 13,177 | 22 | 0.2% | $2,858 | 加仓 |
| AEE | AMEREN CORP | $171.71万 | 0.01% | 15,620 | 32 | 0.2% | $3,518 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $171.88万 | 0.01% | 20,770 | 6,167 | 42.2% | $51.03万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $173.34万 | 0.01% | 23,845 | -1,917 | -7.4% | -$13.94万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $173.63万 | 0.01% | 9,633 | -817 | -7.8% | -$14.73万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $173.93万 | 0.01% | 47,952 | 24,761 | 106.8% | $89.81万 | 加仓 |
| — | GLOBAL X FDS | $174.30万 | 0.01% | 46,764 | 93 | 0.2% | $3,466 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $174.62万 | 0.01% | 8,825 | -2,524 | -22.2% | -$49.94万 | 减仓 |
| FDRR | FIDELITY COVINGTON TRUST | $175.03万 | 0.01% | 29,765 | -1,421 | -4.6% | -$8.36万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $175.55万 | 0.01% | 8,397 | 601 | 7.7% | $12.56万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $177.09万 | 0.01% | 9,586 | -1,551 | -13.9% | -$28.65万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $178.18万 | 0.01% | 44,847 | -37,318 | -45.4% | -$148.27万 | 减仓 |
| TFC | TRUIST FINL CORP | $179.01万 | 0.01% | 38,937 | -6,251 | -13.8% | -$28.74万 | 减仓 |
| PML | PIMCO MUN INCOME FD II | $179.42万 | 0.01% | 235,786 | 2,301 | 1.0% | $1.75万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $179.88万 | 0.01% | 226,552 | 184,271 | 435.8% | $146.31万 | 加仓 |
| DVYE | ISHARES INC | $180.77万 | 0.01% | 52,580 | 290 | 0.6% | $9,970 | 加仓 |
| COF | CAPITAL ONE FINL CORP 看跌期权 | $182.43万 | 0.01% | 10,000 | 10,000 | — | $182.43万 | 新建仓 |
| IVV | ISHARES TR 看跌期权 | $182.90万 | 0.01% | 2,800 | 100 | 3.7% | $6.53万 | 加仓 |
| IBHG | ISHARES TR | $183.70万 | 0.01% | 83,009 | -10,177 | -10.9% | -$22.52万 | 减仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $184.80万 | 0.01% | 55,463 | -2 | -0.0% | -$67 | 减仓 |
| B | BARRICK MNG CORP | $184.91万 | 0.01% | 45,332 | -10,428 | -18.7% | -$42.54万 | 减仓 |
| — | SSGA ACTIVE TR | $185.27万 | 0.01% | 75,253 | 24,116 | 47.2% | $59.37万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $185.63万 | 0.01% | 33,434 | -1,280 | -3.7% | -$7.11万 | 减仓 |
| — | MEDIFAST INC | $186.51万 | 0.01% | 183,035 | -147,668 | -44.7% | -$150.47万 | 减仓 |
| — | SSGA ACTIVE TR | $187.11万 | 0.01% | 75,611 | 21,248 | 39.1% | $52.58万 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $187.66万 | 0.01% | 204,084 | -124,417 | -37.9% | -$114.41万 | 减仓 |
| AOR | ISHARES TR | $188.97万 | 0.01% | 29,365 | 1,650 | 6.0% | $10.62万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $189.85万 | 0.01% | 6,873 | -341 | -4.7% | -$9.42万 | 减仓 |
| IYH | ISHARES TR | $189.98万 | 0.01% | 30,820 | -1,488 | -4.6% | -$9.17万 | 减仓 |
| AA | ALCOA CORP | $190.60万 | 0.01% | 28,734 | 8,196 | 39.9% | $54.37万 | 加仓 |
| MUSA | MURPHY USA INC | $191.04万 | 0.01% | 3,867 | 3,867 | — | $191.04万 | 新建仓 |
| KLAC | KLA CORP 看跌期权 | $191.41万 | 0.01% | 1,300 | -400 | -23.5% | -$58.90万 | 减仓 |
| BOND | PIMCO ETF TR | $191.49万 | 0.01% | 20,750 | -17,337 | -45.5% | -$159.99万 | 减仓 |
| XYZ | BLOCK INC | $191.64万 | 0.01% | 31,843 | -13,004 | -29.0% | -$78.26万 | 减仓 |
| MSCI | MSCI INC | $191.80万 | 0.01% | 3,558 | 448 | 14.4% | $24.15万 | 加仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $192.03万 | 0.01% | 36,828 | -7,486 | -16.9% | -$39.03万 | 减仓 |
| UL | UNILEVER PLC | $192.03万 | 0.01% | 33,556 | 11,766 | 54.0% | $67.33万 | 加仓 |
| WRB | BERKLEY W R CORP | $192.51万 | 0.01% | 29,044 | 231 | 0.8% | $1.53万 | 加仓 |
| MAS | MASCO CORP | $192.63万 | 0.01% | 31,906 | 973 | 3.1% | $5.87万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $192.95万 | 0.01% | 11,210 | -66,626 | -85.6% | -$1,146.79万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $193.47万 | 0.01% | 24,674 | -755 | -3.0% | -$5.92万 | 减仓 |
| XVV | ISHARES TR | $193.49万 | 0.01% | 39,312 | 39,312 | — | $193.49万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $194.66万 | 0.01% | 81,335 | -18,124 | -18.2% | -$43.38万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $195.38万 | 0.01% | 42,355 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $197.05万 | 0.01% | 19,358 | 13,409 | 225.4% | $136.49万 | 加仓 |
| DGRO | ISHARES TR | $197.18万 | 0.01% | 28,095 | 6,221 | 28.4% | $43.66万 | 加仓 |
| PAYX | PAYCHEX INC | $198.79万 | 0.01% | 21,578 | 9,919 | 85.1% | $91.38万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $199.58万 | 0.01% | 43,578 | 43,578 | — | $199.58万 | 新建仓 |
| TWLO | TWILIO INC | $199.60万 | 0.01% | 15,863 | -1,243 | -7.3% | -$15.64万 | 减仓 |
| PFXF | VANECK ETF TRUST | $200.35万 | 0.01% | 114,223 | -1,668 | -1.4% | -$2.93万 | 减仓 |
| BHC | BAUSCH HEALTH COS INC | $200.68万 | 0.01% | 371,629 | 0 | 0.0% | — | 不变 |
| QCRH | QCR HLDGS INC | $200.81万 | 0.01% | 23,500 | 5,233 | 28.6% | $44.72万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $201.55万 | 0.01% | 44,276 | -26,027 | -37.0% | -$118.48万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $201.82万 | 0.01% | 25,460 | 5,780 | 29.4% | $45.82万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $202.68万 | 0.01% | 11,245 | -4,948 | -30.6% | -$89.18万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $202.99万 | 0.01% | 43,428 | 27,403 | 171.0% | $128.08万 | 加仓 |
| ZTS | ZOETIS INC | $203.48万 | 0.01% | 17,207 | -12,664 | -42.4% | -$149.76万 | 减仓 |
| — | SSGA ACTIVE TR | $203.65万 | 0.01% | 82,382 | 18,771 | 29.5% | $46.40万 | 加仓 |
| OEF | ISHARES TR | $204.16万 | 0.01% | 6,419 | -98 | -1.5% | -$3.12万 | 减仓 |
| VMC | VULCAN MATLS CO | $206.66万 | 0.01% | 7,589 | -3,002 | -28.3% | -$81.75万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $208.02万 | 0.01% | 130,992 | 22,030 | 20.2% | $34.98万 | 加仓 |
| HSY | HERSHEY CO | $208.15万 | 0.01% | 10,011 | 742 | 8.0% | $15.43万 | 加仓 |
| IBB | ISHARES TR | $208.56万 | 0.01% | 12,350 | -20,288 | -62.2% | -$342.61万 | 减仓 |
| RDNT | RADNET INC | $208.84万 | 0.01% | 37,367 | 67 | 0.2% | $3,745 | 加仓 |
| DXCM | DEXCOM INC | $209.28万 | 0.01% | 33,324 | 10,125 | 43.6% | $63.59万 | 加仓 |
| NOBL | PROSHARES TR | $211.08万 | 0.01% | 19,910 | -2,014 | -9.2% | -$21.35万 | 减仓 |
| MPLX | MPLX LP | $212.04万 | 0.01% | 37,155 | -26,249 | -41.4% | -$149.80万 | 减仓 |
| IRM | IRON MTN INC DEL | $213.11万 | 0.01% | 20,708 | -507 | -2.4% | -$5.22万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $213.86万 | 0.01% | 9,763 | 620 | 6.8% | $13.58万 | 加仓 |
| V | VISA INC 看跌期权 | $214.59万 | 0.01% | 7,100 | 2,100 | 42.0% | $63.47万 | 加仓 |
| AES | AES CORP | $215.96万 | 0.01% | 153,270 | 153,270 | — | $215.96万 | 新建仓 |
| ITGR | INTEGER HLDGS CORP | $216.45万 | 0.01% | 24,597 | 21,710 | 752.0% | $191.05万 | 加仓 |
| PG | PROCTER & GAMBLE CO 看跌期权 | $219.55万 | 0.01% | 15,200 | -100 | -0.7% | -$1.44万 | 减仓 |
| AOK | ISHARES TR | $221.39万 | 0.01% | 55,500 | -101,219 | -64.6% | -$403.77万 | 减仓 |
| IDXX | IDEXX LABS INC | $221.59万 | 0.01% | 3,943 | -132 | -3.2% | -$7.42万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $223.87万 | 0.01% | 27,653 | 1,301 | 4.9% | $10.53万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $224.31万 | 0.01% | 69,164 | -14,582 | -17.4% | -$47.29万 | 减仓 |
| UPBD | UPBOUND GROUP INC | $224.87万 | 0.01% | 124,581 | -182,205 | -59.4% | -$328.88万 | 减仓 |
| — | THOMSON REUTERS CORP | $224.94万 | 0.01% | 24,998 | -20,810 | -45.4% | -$187.25万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $226.87万 | 0.01% | 63,619 | -53,173 | -45.5% | -$189.62万 | 减仓 |
| VLTO | VERALTO CORP | $227.22万 | 0.01% | 25,675 | -6,682 | -20.7% | -$59.14万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $229.63万 | 0.01% | 39,878 | -35,224 | -46.9% | -$202.83万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $230.94万 | 0.01% | 19,946 | -1,048 | -5.0% | -$12.13万 | 减仓 |
| DE | DEERE & CO 看跌期权 | $230.95万 | 0.01% | 4,100 | -300 | -6.8% | -$16.90万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $232.57万 | 0.01% | 8,369 | -600 | -6.7% | -$16.67万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS 看跌期权 | $232.69万 | 0.01% | 9,600 | -2,000 | -17.2% | -$48.48万 | 减仓 |
| PH | PARKER-HANNIFIN CORP 看跌期权 | $232.76万 | 0.01% | 2,600 | 200 | 8.3% | $17.90万 | 加仓 |
| QCOM | QUALCOMM INC 看跌期权 | $234.38万 | 0.01% | 18,200 | 4,300 | 30.9% | $55.38万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $235.89万 | 0.01% | 14,153 | 395 | 2.9% | $6.58万 | 加仓 |
| WMT | WALMART INC 看跌期权 | $236.13万 | 0.01% | 19,000 | -8,000 | -29.6% | -$99.42万 | 减仓 |
| SRE | SEMPRA | $236.43万 | 0.01% | 24,193 | 3,666 | 17.9% | $35.83万 | 加仓 |
| YUM | YUM BRANDS INC | $236.81万 | 0.01% | 15,228 | -6,123 | -28.7% | -$95.22万 | 减仓 |