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 |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR | $484.32万 | 0.01% | 104,853 | 48,549 | 86.2% | $224.25万 | 加仓 |
| — | SSGA ACTIVE TR | $486.74万 | 0.01% | 198,171 | 22,091 | 12.5% | $54.26万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $488.37万 | 0.01% | 74,863 | 55,760 | 291.9% | $363.75万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $490.91万 | 0.02% | 343,771 | -11,505 | -3.2% | -$16.43万 | 减仓 |
| WS | WORTHINGTON STL INC | $491.62万 | 0.02% | 161,984 | -6,003 | -3.6% | -$18.22万 | 减仓 |
| BNOV | INNOVATOR ETFS TRUST | $493.73万 | 0.02% | 114,760 | -2,545 | -2.2% | -$10.95万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $500.11万 | 0.02% | 106,837 | 74 | 0.1% | $3,464 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $500.78万 | 0.02% | 66,118 | 39,081 | 144.5% | $296.00万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $502.70万 | 0.02% | 7 | 0 | 0.0% | — | 不变 |
| XSVN | BONDBLOXX ETF TRUST | $503.02万 | 0.02% | 105,410 | 12,051 | 12.9% | $57.51万 | 加仓 |
| — | SSGA ACTIVE TR | $503.67万 | 0.02% | 203,050 | 27,609 | 15.7% | $68.48万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $505.36万 | 0.02% | 17,324 | 1,484 | 9.4% | $43.29万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $510.07万 | 0.02% | 51,842 | -19,304 | -27.1% | -$189.93万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $514.68万 | 0.02% | 43,385 | 5,652 | 15.0% | $67.05万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $517.07万 | 0.02% | 41,321 | -97,207 | -70.2% | -$1,216.40万 | 减仓 |
| ORCL | ORACLE CORP 看跌期权 | $520.77万 | 0.02% | 35,400 | -7,600 | -17.7% | -$111.80万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC 看跌期权 | $522.24万 | 0.02% | 19,300 | 900 | 4.9% | $24.35万 | 加仓 |
| SLQD | ISHARES TR | $524.54万 | 0.02% | 103,890 | 760 | 0.7% | $3.84万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $527.12万 | 0.02% | 81,582 | -1,200 | -1.4% | -$7.75万 | 减仓 |
| NVS | NOVARTIS AG | $529.76万 | 0.02% | 34,678 | -9,061 | -20.7% | -$138.42万 | 减仓 |
| PULS | PGIM ETF TR | $530.36万 | 0.02% | 107,143 | 12,272 | 12.9% | $60.75万 | 加仓 |
| IUSG | ISHARES TR | $535.30万 | 0.02% | 34,511 | -1,492 | -4.1% | -$23.14万 | 减仓 |
| CME | CME GROUP INC | $538.58万 | 0.02% | 18,230 | 1,529 | 9.2% | $45.17万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $543.88万 | 0.02% | 101,679 | -44,728 | -30.6% | -$239.25万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $544.43万 | 0.02% | 12,250 | 1,581 | 14.8% | $70.27万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $545.21万 | 0.02% | 12,548 | -9,927 | -44.2% | -$431.33万 | 减仓 |
| VEEV | VEEVA SYS INC | $546.40万 | 0.02% | 31,105 | -1,819 | -5.5% | -$31.95万 | 减仓 |
| AFL | AFLAC INC | $553.57万 | 0.02% | 50,456 | 7,097 | 16.4% | $77.86万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $557.11万 | 0.02% | 17,033 | -944 | -5.3% | -$30.88万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $561.88万 | 0.02% | 11,872 | 3,713 | 45.5% | $175.73万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $566.00万 | 0.02% | 73,397 | 8,269 | 12.7% | $63.77万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $571.94万 | 0.02% | 126,366 | -13,734 | -9.8% | -$62.16万 | 减仓 |
| SOXX | ISHARES TR | $572.96万 | 0.02% | 17,433 | -7,201 | -29.2% | -$236.67万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $574.96万 | 0.02% | 82,966 | -64,896 | -43.9% | -$449.73万 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $575.54万 | 0.02% | 107,920 | -180 | -0.2% | -$9,599 | 减仓 |
| SHV | ISHARES TR | $575.98万 | 0.02% | 52,175 | 5,835 | 12.6% | $64.42万 | 加仓 |
| MUNI | PIMCO ETF TR | $577.33万 | 0.02% | 110,602 | -113,798 | -50.7% | -$594.01万 | 减仓 |
| LRCX | LAM RESEARCH CORP 看跌期权 | $579.02万 | 0.02% | 27,100 | -32,600 | -54.6% | -$696.53万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $581.88万 | 0.02% | 20,836 | 437 | 2.1% | $12.20万 | 加仓 |
| ABNB | AIRBNB INC | $584.17万 | 0.02% | 46,259 | -23,444 | -33.6% | -$296.06万 | 减仓 |
| PR | PERMIAN RESOURCES CORP 看跌期权 | $588.22万 | 0.02% | 275,900 | 0 | 0.0% | — | 不变 |
| BDEC | INNOVATOR ETFS TRUST | $591.07万 | 0.02% | 123,138 | -900 | -0.7% | -$4.32万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $591.51万 | 0.02% | 150,589 | 554 | 0.4% | $2.18万 | 加仓 |
| LLY | ELI LILLY & CO 看跌期权 | $597.85万 | 0.02% | 6,500 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $599.97万 | 0.02% | 26,106 | -244 | -0.9% | -$5.61万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $602.49万 | 0.02% | 128,108 | -7,219 | -5.3% | -$33.95万 | 减仓 |
| IBDY | ISHARES TR | $605.16万 | 0.02% | 234,103 | 5,745 | 2.5% | $14.85万 | 加仓 |
| DTE | DTE ENERGY CO | $606.20万 | 0.02% | 41,399 | -24,118 | -36.8% | -$353.16万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $608.12万 | 0.02% | 53,728 | 2,539 | 5.0% | $28.74万 | 加仓 |
| FAST | FASTENAL CO | $609.25万 | 0.02% | 131,302 | -13,769 | -9.5% | -$63.89万 | 减仓 |
| IBDX | ISHARES TR | $609.25万 | 0.02% | 241,095 | 64,992 | 36.9% | $164.24万 | 加仓 |
| — | SSGA ACTIVE TR | $614.27万 | 0.02% | 246,913 | 19,787 | 8.7% | $49.23万 | 加仓 |
| RKLB | ROCKET LAB CORP | $621.76万 | 0.02% | 96,817 | -69,148 | -41.7% | -$444.07万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $622.72万 | 0.02% | 491,880 | -68,185 | -12.2% | -$86.32万 | 减仓 |
| ENB | ENBRIDGE INC | $623.04万 | 0.02% | 115,082 | 91,598 | 390.0% | $495.90万 | 加仓 |
| GM | GENERAL MTRS CO | $625.94万 | 0.02% | 84,016 | 31,744 | 60.7% | $236.50万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $641.08万 | 0.02% | 207,065 | -97,674 | -32.1% | -$302.40万 | 减仓 |
| FSK | FS KKR CAP CORP | $643.65万 | 0.02% | 626,540 | 37,401 | 6.3% | $38.42万 | 加仓 |
| IBCA | ISHARES TR | $644.64万 | 0.02% | 251,421 | 69,718 | 38.4% | $178.76万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $654.14万 | 0.02% | 175,844 | 91,033 | 107.3% | $338.64万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $656.50万 | 0.02% | 138,122 | 10,296 | 8.1% | $48.94万 | 加仓 |
| PGR | PROGRESSIVE CORP | $658.96万 | 0.02% | 33,239 | 8,325 | 33.4% | $165.04万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $659.36万 | 0.02% | 23,350 | -2,193 | -8.6% | -$61.93万 | 减仓 |
| BBBS | BONDBLOXX ETF TRUST | $662.63万 | 0.02% | 129,558 | 4,967 | 4.0% | $25.40万 | 重新持有 |
| CBOE | CBOE GLOBAL MKTS INC | $667.63万 | 0.02% | 23,752 | 256 | 1.1% | $7.20万 | 加仓 |
| ADSK | AUTODESK INC | $667.73万 | 0.02% | 27,890 | -5,270 | -15.9% | -$126.17万 | 减仓 |
| RGLD | ROYAL GOLD INC | $676.44万 | 0.02% | 26,580 | -918 | -3.3% | -$23.36万 | 减仓 |
| TGT | TARGET CORP | $676.55万 | 0.02% | 55,819 | -216,866 | -79.5% | -$2,628.53万 | 减仓 |
| IBDZ | ISHARES TR | $679.81万 | 0.02% | 260,863 | 49,934 | 23.7% | $130.13万 | 加仓 |
| KKR | KKR & CO INC | $689.98万 | 0.02% | 74,590 | -34,397 | -31.6% | -$318.18万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $694.81万 | 0.02% | 17,703 | -6,355 | -26.4% | -$249.42万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $699.08万 | 0.02% | 118,427 | 68,624 | 137.8% | $405.09万 | 加仓 |
| OKE | ONEOK INC NEW | $699.29万 | 0.02% | 77,363 | 43,854 | 130.9% | $396.40万 | 加仓 |
| PFF | ISHARES TR | $703.39万 | 0.02% | 231,987 | 41,646 | 21.9% | $126.27万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $706.23万 | 0.02% | 109,339 | -6,574 | -5.7% | -$42.46万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $709.59万 | 0.02% | 9,748 | 535 | 5.8% | $38.94万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $709.84万 | 0.02% | 27,118 | -4,863 | -15.2% | -$127.29万 | 减仓 |
| MCO | MOODYS CORP | $710.72万 | 0.02% | 16,290 | -646 | -3.8% | -$28.18万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $714.87万 | 0.02% | 117,866 | -9,477 | -7.4% | -$57.48万 | 减仓 |
| BIZD | VANECK ETF TRUST | $719.82万 | 0.02% | 562,360 | -12,343 | -2.1% | -$15.80万 | 减仓 |
| GLDM | WORLD GOLD TR | $721.36万 | 0.02% | 77,825 | -16,685 | -17.7% | -$154.65万 | 减仓 |
| AMLP | ALPS ETF TR | $721.63万 | 0.02% | 137,087 | 12,576 | 10.1% | $66.20万 | 加仓 |
| SSO | PROSHARES TR | $723.34万 | 0.02% | 139,425 | 62,232 | 80.6% | $322.86万 | 加仓 |
| DHI | D R HORTON INC | $725.41万 | 0.02% | 52,862 | 17,220 | 48.3% | $236.31万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $727.54万 | 0.02% | 144,342 | 2,626 | 1.9% | $13.24万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $730.79万 | 0.02% | 55,748 | -7,554 | -11.9% | -$99.02万 | 减仓 |
| EVUS | ISHARES TR | $734.79万 | 0.02% | 230,836 | -2,022 | -0.9% | -$6.44万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $734.86万 | 0.02% | 20,765 | -8,713 | -29.6% | -$308.35万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $743.13万 | 0.02% | 196,388 | -58,306 | -22.9% | -$220.63万 | 减仓 |
| SDY | SPDR SERIES TRUST | $750.65万 | 0.02% | 51,435 | 8,484 | 19.8% | $123.82万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $755.09万 | 0.02% | 184,799 | -5,370 | -2.8% | -$21.94万 | 减仓 |
| PSX | PHILLIPS 66 | $755.37万 | 0.02% | 41,460 | -5,510 | -11.7% | -$100.39万 | 减仓 |
| ALL | ALLSTATE CORP | $761.13万 | 0.02% | 36,534 | 760 | 2.1% | $15.83万 | 加仓 |
| O | REALTY INCOME CORP | $763.87万 | 0.02% | 124,300 | 67,557 | 119.1% | $415.16万 | 加仓 |
| MDT | MEDTRONIC PLC | $764.28万 | 0.02% | 87,746 | -1,555 | -1.7% | -$13.54万 | 减仓 |
| CTVA | CORTEVA INC | $768.18万 | 0.02% | 91,764 | 5,520 | 6.4% | $46.21万 | 加仓 |
| ET | ENERGY TRANSFER L P | $772.48万 | 0.02% | 400,245 | 50,469 | 14.4% | $97.41万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $773.69万 | 0.02% | 70,993 | 5,813 | 8.9% | $63.35万 | 加仓 |
| — | RBB FD INC | $774.70万 | 0.02% | 150,684 | -35,377 | -19.0% | -$181.88万 | 减仓 |
| CI | THE CIGNA GROUP | $781.75万 | 0.02% | 29,306 | -13,519 | -31.6% | -$360.63万 | 减仓 |