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 |
|---|---|---|---|---|---|---|---|---|
| ETR | ENTERGY CORP NEW | $236.86万 | 0.01% | 21,078 | 3,901 | 22.7% | $43.84万 | 加仓 |
| — | ENERGY TRANSFER L P | $236.92万 | 0.01% | 204,771 | 204,771 | — | $236.92万 | 新建仓 |
| XTRE | BONDBLOXX ETF TRUST | $238.06万 | 0.01% | 48,082 | 1,821 | 3.9% | $9.02万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $238.43万 | 0.01% | 15,759 | 3,112 | 24.6% | $47.08万 | 加仓 |
| COHR | COHERENT CORP | $240.61万 | 0.01% | 10,100 | -396 | -3.8% | -$9.43万 | 减仓 |
| AAPL | APPLE INC 看涨期权 | $243.64万 | 0.01% | 9,600 | 200 | 2.1% | $5.08万 | 加仓 |
| VNOM | VIPER ENERGY INC | $243.77万 | 0.01% | 51,877 | -5,002 | -8.8% | -$23.50万 | 减仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $244.97万 | 0.01% | 106,400 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $245.49万 | 0.01% | 26,048 | -15,627 | -37.5% | -$147.28万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $245.67万 | 0.01% | 76,748 | -109,146 | -58.7% | -$349.38万 | 减仓 |
| NDAQ | NASDAQ INC | $247.46万 | 0.01% | 29,148 | -16,764 | -36.5% | -$142.32万 | 减仓 |
| NEE | NEXTERA ENERGY INC 看跌期权 | $248.92万 | 0.01% | 26,800 | -3,200 | -10.7% | -$29.72万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $249.72万 | 0.01% | 102,781 | 1,887 | 1.9% | $4.58万 | 加仓 |
| XEL | XCEL ENERGY INC | $250.45万 | 0.01% | 31,316 | 2,805 | 9.8% | $22.43万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $250.78万 | 0.01% | 8,735 | 498 | 6.0% | $14.30万 | 加仓 |
| MCK | MCKESSON CORP 看跌期权 | $250.95万 | 0.01% | 2,900 | -3,200 | -52.5% | -$276.92万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $251.14万 | 0.01% | 14,400 | -8,500 | -37.1% | -$148.24万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $251.17万 | 0.01% | 103,489 | -81,036 | -43.9% | -$196.68万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $251.24万 | 0.01% | 87,507 | -17,210 | -16.4% | -$49.41万 | 减仓 |
| CTAS | CINTAS CORP | $251.85万 | 0.01% | 14,889 | -8,988 | -37.6% | -$152.03万 | 减仓 |
| MSB | MESABI TR | $251.94万 | 0.01% | 79,981 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $252.21万 | 0.01% | 35,567 | 35 | 0.1% | $2,482 | 加仓 |
| SMH | VANECK ETF TRUST 看跌期权 | $253.04万 | 0.01% | 6,600 | -1,800 | -21.4% | -$69.01万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $253.42万 | 0.01% | 65,045 | 47,453 | 269.7% | $184.88万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $253.60万 | 0.01% | 22,200 | 1,975 | 9.8% | $22.56万 | 加仓 |
| SNPS | SYNOPSYS INC | $253.77万 | 0.01% | 6,400 | 514 | 8.7% | $20.38万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $255.86万 | 0.01% | 16,451 | -1,266 | -7.1% | -$19.69万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $256.09万 | 0.01% | 45,478 | -23,194 | -33.8% | -$130.61万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $256.99万 | 0.01% | 227,460 | 4,110 | 1.8% | $4.64万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $257.90万 | 0.01% | 33,861 | 7,672 | 29.3% | $58.43万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $259.06万 | 0.01% | 15,055 | -13,505 | -47.3% | -$232.39万 | 减仓 |
| NFLX | NETFLIX INC. 看跌期权 | $259.61万 | 0.01% | 27,000 | 20,600 | 321.9% | $198.07万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $261.78万 | 0.01% | 77,311 | 77,311 | — | $261.78万 | 新建仓 |
| D | DOMINION ENERGY INC | $261.93万 | 0.01% | 42,368 | -11,178 | -20.9% | -$69.11万 | 减仓 |
| PBT | PERMIAN BASIN RTY TR | $262.75万 | 0.01% | 122,037 | -486 | -0.4% | -$1.05万 | 减仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $263.26万 | 0.01% | 186,316 | 5,726 | 3.2% | $8.09万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $263.70万 | 0.01% | 78,644 | -28,231 | -26.4% | -$94.66万 | 减仓 |
| IDEV | ISHARES TR | $266.86万 | 0.01% | 31,932 | 10,633 | 49.9% | $88.86万 | 加仓 |
| CBRE | CBRE GROUP INC | $267.11万 | 0.01% | 19,718 | 3,039 | 18.2% | $41.17万 | 加仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $267.43万 | 0.01% | 107,600 | 7,900 | 7.9% | $19.63万 | 加仓 |
| MGC | VANGUARD WORLD FD | $267.69万 | 0.01% | 11,326 | 3,868 | 51.9% | $91.42万 | 加仓 |
| EOG | EOG RES INC | $268.37万 | 0.01% | 18,561 | -6,095 | -24.7% | -$88.13万 | 减仓 |
| EBAY | EBAY INC. | $269.68万 | 0.01% | 29,627 | 6,777 | 29.7% | $61.69万 | 加仓 |
| AON | AON PLC | $271.06万 | 0.01% | 8,396 | -2,472 | -22.7% | -$79.81万 | 减仓 |
| DASH | DOORDASH INC | $272.09万 | 0.01% | 18,121 | -1,471 | -7.5% | -$22.09万 | 减仓 |
| SAP | SAP SE | $272.26万 | 0.01% | 15,901 | -7,188 | -31.1% | -$123.07万 | 减仓 |
| DAL | DELTA AIR LINES INC | $273.44万 | 0.01% | 41,129 | -33,016 | -44.5% | -$219.51万 | 减仓 |
| WAB | WABTEC | $274.62万 | 0.01% | 10,987 | 2,368 | 27.5% | $59.19万 | 加仓 |
| EMR | EMERSON ELEC CO 看跌期权 | $275.14万 | 0.01% | 21,000 | -24,100 | -53.4% | -$315.76万 | 减仓 |
| DOV | DOVER CORP | $275.44万 | 0.01% | 13,212 | -796 | -5.7% | -$16.59万 | 减仓 |
| DLN | WISDOMTREE TR | $275.59万 | 0.01% | 30,850 | 36 | 0.1% | $3,216 | 加仓 |
| OVV | OVINTIV INC | $276.03万 | 0.01% | 46,500 | 7,219 | 18.4% | $42.85万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $279.32万 | 0.01% | 17,763 | -16,251 | -47.8% | -$255.54万 | 减仓 |
| XSOE | WISDOMTREE TR | $280.28万 | 0.01% | 69,894 | 13,819 | 24.6% | $55.41万 | 加仓 |
| CIEN | CIENA CORP | $280.51万 | 0.01% | 7,225 | 2,231 | 44.7% | $86.62万 | 加仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $281.56万 | 0.01% | 291,732 | 120,743 | 70.6% | $116.53万 | 加仓 |
| ACM | AECOM | $282.86万 | 0.01% | 33,348 | -11,176 | -25.1% | -$94.80万 | 减仓 |
| BG | BUNGE GLOBAL SA | $284.01万 | 0.01% | 22,326 | -254 | -1.1% | -$3.23万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $284.55万 | 0.01% | 18,969 | -215 | -1.1% | -$3.23万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $284.73万 | 0.01% | 35,555 | 444 | 1.3% | $3.56万 | 加仓 |
| — | SSGA ACTIVE TR | $285.54万 | 0.01% | 113,967 | 15,474 | 15.7% | $38.77万 | 加仓 |
| IWO | ISHARES TR | $286.24万 | 0.01% | 9,121 | -2,617 | -22.3% | -$82.13万 | 减仓 |
| EXC | EXELON CORP | $286.71万 | 0.01% | 58,486 | 9,070 | 18.4% | $44.46万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $286.85万 | 0.01% | 7,992 | -1,185 | -12.9% | -$42.53万 | 减仓 |
| ROKU | ROKU INC | $287.17万 | 0.01% | 30,348 | -8,211 | -21.3% | -$77.70万 | 减仓 |
| MCB | METROPOLITAN BK HLDG CORP | $287.22万 | 0.01% | 34,484 | 10 | 0.0% | $833 | 加仓 |
| SLB | SLB LIMITED | $288.11万 | 0.01% | 55,780 | 1,580 | 2.9% | $8.16万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $288.22万 | 0.01% | 61,219 | 2,638 | 4.5% | $12.42万 | 加仓 |
| F | FORD MTR CO | $291.25万 | 0.01% | 252,377 | -8,437 | -3.2% | -$9.74万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $292.01万 | 0.01% | 9,602 | 365 | 4.0% | $11.10万 | 加仓 |
| ROST | ROSS STORES INC | $293.18万 | 0.01% | 13,531 | 2,204 | 19.5% | $47.75万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $294.72万 | 0.01% | 25,666 | 23,458 | 1,062.4% | $269.37万 | 加仓 |
| EWW | ISHARES INC | $296.03万 | 0.01% | 39,348 | 22,764 | 137.3% | $171.26万 | 加仓 |
| GSK | GSK PLC | $296.24万 | 0.01% | 53,560 | 7,889 | 17.3% | $43.63万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $296.89万 | 0.01% | 2,560 | 18 | 0.7% | $2.09万 | 加仓 |
| SUB | ISHARES TR | $298.61万 | 0.01% | 28,039 | -1,776 | -6.0% | -$18.91万 | 减仓 |
| — | ISHARES TR | $298.88万 | 0.01% | 120,045 | -6,599,171 | -98.2% | -$1.64亿 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $299.34万 | 0.01% | 73,783 | 1,950 | 2.7% | $7.91万 | 加仓 |
| — | EXXON MOBIL CORP 看跌期权 | $300.30万 | 0.01% | 17,700 | -38,700 | -68.6% | -$656.58万 | 减仓 |
| ALAB | ASTERA LABS INC | $301.15万 | 0.01% | 27,477 | 15,180 | 123.4% | $166.38万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $301.35万 | 0.01% | 51,266 | -9,089 | -15.1% | -$53.43万 | 减仓 |
| IEF | ISHARES TR | $301.44万 | 0.01% | 31,583 | 1,783 | 6.0% | $17.02万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $301.90万 | 0.01% | 80,527 | 7,030 | 9.6% | $26.36万 | 加仓 |
| IGV | ISHARES TR | $301.96万 | 0.01% | 37,719 | -64,484 | -63.1% | -$516.22万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $302.20万 | 0.01% | 46,164 | 35,854 | 347.8% | $234.71万 | 加仓 |
| CCL | CARNIVAL CORP | $302.81万 | 0.01% | 117,003 | 58,383 | 99.6% | $151.10万 | 加仓 |
| DSI | ISHARES TR | $303.29万 | 0.01% | 25,026 | -3,879 | -13.4% | -$47.01万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $306.21万 | 0.01% | 172,943 | 4,746 | 2.8% | $8.40万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $310.78万 | 0.01% | 14,348 | 5,790 | 67.7% | $125.41万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $310.96万 | 0.01% | 15,771 | -15,780 | -50.0% | -$311.13万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $311.05万 | 0.01% | 37,941 | -7,986 | -17.4% | -$65.47万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $311.87万 | 0.01% | 30,345 | -2,015 | -6.2% | -$20.71万 | 减仓 |
| COR | CENCORA INC | $313.00万 | 0.01% | 9,962 | 1,006 | 11.2% | $31.61万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC 看跌期权 | $313.02万 | 0.01% | 3,700 | 2,600 | 236.4% | $219.96万 | 加仓 |
| GLD | SPDR GOLD TR 看跌期权 | $314.11万 | 0.01% | 7,300 | -200 | -2.7% | -$8.61万 | 减仓 |
| — | SSGA ACTIVE TR | $318.87万 | 0.01% | 127,552 | 17,278 | 15.7% | $43.19万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $321.09万 | 0.01% | 65,623 | 18,269 | 38.6% | $89.39万 | 加仓 |
| TOST | TOAST INC | $321.32万 | 0.01% | 121,208 | 82,714 | 214.9% | $219.28万 | 加仓 |
| IBMS | ISHARES TR | $321.84万 | 0.01% | 124,598 | 124,598 | — | $321.84万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $322.71万 | 0.01% | 105,805 | -7,515 | -6.6% | -$22.92万 | 减仓 |