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 |
|---|---|---|---|---|---|---|---|---|
| — | SSGA ACTIVE TR | $501.80万 | 0.01% | 204,734 | 6,563 | 3.3% | $16.09万 | 加仓 |
| GWW | WW GRAINGER INC | $502.18万 | 0.01% | 3,691 | 110 | 3.1% | $14.97万 | 加仓 |
| AXTI | AXT INC 看跌期权 | $504.56万 | 0.01% | 70,000 | 70,000 | — | $504.56万 | 新建仓 |
| ADSK | AUTODESK INC | $509.60万 | 0.01% | 26,211 | -1,679 | -6.0% | -$32.64万 | 减仓 |
| WM | WASTE MGMT INC DEL | $514.17万 | 0.01% | 23,068 | -3,038 | -11.6% | -$67.72万 | 减仓 |
| MET | METLIFE INC | $520.87万 | 0.01% | 61,560 | 5,488 | 9.8% | $46.43万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $521.32万 | 0.01% | 167,628 | 12,817 | 8.3% | $39.86万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $521.97万 | 0.01% | 50,568 | 2,251 | 4.7% | $23.24万 | 加仓 |
| ITA | ISHARES TR | $523.04万 | 0.01% | 21,575 | 322 | 1.5% | $7.81万 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $525.28万 | 0.01% | 111,122 | 5,712 | 5.4% | $27.00万 | 加仓 |
| CTAS | CINTAS CORP | $526.77万 | 0.01% | 30,971 | 16,082 | 108.0% | $273.53万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $527.21万 | 0.01% | 71,604 | 3,463 | 5.1% | $25.50万 | 加仓 |
| BP | BP PLC | $528.73万 | 0.01% | 143,094 | 109,077 | 320.7% | $403.04万 | 加仓 |
| NET | CLOUDFLARE INC | $536.29万 | 0.01% | 21,864 | 2,490 | 12.9% | $61.08万 | 加仓 |
| FAST | FASTENAL CO | $537.00万 | 0.01% | 111,805 | -19,497 | -14.8% | -$93.64万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $541.17万 | 0.01% | 59,027 | 4,655 | 8.6% | $42.68万 | 加仓 |
| NFLX | NETFLIX INC. 看跌期权 | $545.50万 | 0.01% | 76,400 | 49,400 | 183.0% | $352.72万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $545.85万 | 0.01% | 49,202 | -7,653 | -13.5% | -$84.90万 | 减仓 |
| — | SSGA ACTIVE TR | $550.55万 | 0.01% | 222,917 | 19,867 | 9.8% | $49.07万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $553.90万 | 0.02% | 12,073 | -177 | -1.4% | -$8.12万 | 减仓 |
| VEEV | VEEVA SYS INC | $556.16万 | 0.02% | 31,338 | 233 | 0.7% | $4.14万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $563.51万 | 0.02% | 52,416 | 574 | 1.1% | $6.17万 | 加仓 |
| JPM | JPMORGAN CHASE & CO 看跌期权 | $566.28万 | 0.02% | 17,300 | 3,900 | 29.1% | $127.66万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $566.37万 | 0.02% | 112,064 | -32,278 | -22.4% | -$163.13万 | 减仓 |
| SLV | ISHARES SILVER TR | $567.65万 | 0.02% | 106,162 | 46,249 | 77.2% | $247.29万 | 加仓 |
| GE | GE AEROSPACE 看跌期权 | $568.07万 | 0.02% | 15,200 | 2,500 | 19.7% | $93.43万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $568.10万 | 0.02% | 45,652 | -9,892 | -17.8% | -$123.10万 | 减仓 |
| MUNI | PIMCO ETF TR | $572.38万 | 0.02% | 108,803 | -1,799 | -1.6% | -$9.46万 | 减仓 |
| IUSG | ISHARES TR | $575.09万 | 0.02% | 30,575 | -3,936 | -11.4% | -$74.03万 | 减仓 |
| NVS | NOVARTIS AG | $576.83万 | 0.02% | 36,804 | 2,126 | 6.1% | $33.32万 | 加仓 |
| CVS | CVS HEALTH CORP | $579.35万 | 0.02% | 55,999 | 2,123 | 3.9% | $21.96万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $583.42万 | 0.02% | 16,454 | 695 | 4.4% | $24.64万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $583.57万 | 0.02% | 17,677 | 353 | 2.0% | $11.65万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC 看跌期权 | $584.34万 | 0.02% | 93,300 | 93,300 | — | $584.34万 | 新建仓 |
| MPLX | MPLX LP | $584.74万 | 0.02% | 103,806 | 66,651 | 179.4% | $375.45万 | 加仓 |
| PFFA | ETFIS SER TR I | $584.77万 | 0.02% | 284,284 | 115,234 | 68.2% | $237.04万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $586.01万 | 0.02% | 137,303 | 8,170 | 6.3% | $34.87万 | 加仓 |
| GLDM | WORLD GOLD TR | $588.17万 | 0.02% | 74,058 | -3,767 | -4.8% | -$29.92万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $592.02万 | 0.02% | 24,395 | 643 | 2.7% | $15.60万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $593.25万 | 0.02% | 41,809 | 488 | 1.2% | $6.92万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $598.63万 | 0.02% | 119,178 | 36,686 | 44.5% | $184.27万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $599.11万 | 0.02% | 105,578 | -1,259 | -1.2% | -$7.14万 | 减仓 |
| SHV | ISHARES TR | $599.17万 | 0.02% | 54,296 | 2,121 | 4.1% | $23.41万 | 加仓 |
| RIO | RIO TINTO PLC | $604.64万 | 0.02% | 63,692 | 15,424 | 32.0% | $146.42万 | 加仓 |
| MDT | MEDTRONIC PLC | $609.76万 | 0.02% | 77,478 | -10,268 | -11.7% | -$80.81万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $613.38万 | 0.02% | 251,447 | 148,666 | 144.6% | $362.66万 | 加仓 |
| — | SSGA ACTIVE TR | $617.14万 | 0.02% | 249,112 | 2,199 | 0.9% | $5.45万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $617.87万 | 0.02% | 14,863 | 2,315 | 18.4% | $96.24万 | 加仓 |
| IBDX | ISHARES TR | $618.76万 | 0.02% | 245,637 | 4,542 | 1.9% | $11.44万 | 加仓 |
| — | RBB FD INC | $621.17万 | 0.02% | 120,302 | -30,382 | -20.2% | -$156.88万 | 减仓 |
| ALAB | ASTERA LABS INC | $621.28万 | 0.02% | 12,862 | -14,615 | -53.2% | -$705.95万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $625.07万 | 0.02% | 56,499 | 2,771 | 5.2% | $30.66万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $626.05万 | 0.02% | 122,633 | 4,206 | 3.6% | $21.47万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $630.55万 | 0.02% | 138,522 | -26,947 | -16.3% | -$122.66万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $632.53万 | 0.02% | 73,987 | 590 | 0.8% | $5.04万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $635.33万 | 0.02% | 107,920 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $636.96万 | 0.02% | 69,400 | -5,190 | -7.0% | -$47.63万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $637.66万 | 0.02% | 104,585 | 2,906 | 2.9% | $17.72万 | 加仓 |
| MCO | MOODYS CORP | $637.80万 | 0.02% | 14,081 | -2,209 | -13.6% | -$100.06万 | 减仓 |
| IBCA | ISHARES TR | $638.91万 | 0.02% | 249,475 | -1,946 | -0.8% | -$4.98万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $640.18万 | 0.02% | 18,918 | -1,847 | -8.9% | -$62.50万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $641.68万 | 0.02% | 498,198 | 6,318 | 1.3% | $8.14万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $647.89万 | 0.02% | 103,448 | -4,974 | -4.6% | -$31.15万 | 减仓 |
| BBBS | BONDBLOXX ETF TRUST | $658.98万 | 0.02% | 129,097 | -461 | -0.4% | -$2.35万 | 减仓 |
| ADBE | ADOBE INC | $659.04万 | 0.02% | 32,145 | -5,810 | -15.3% | -$119.12万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $659.23万 | 0.02% | 45,585 | 2,200 | 5.1% | $31.82万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $661.61万 | 0.02% | 179,442 | -27,623 | -13.3% | -$101.85万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $670.78万 | 0.02% | 126,111 | -38,308 | -23.3% | -$203.76万 | 减仓 |
| IT | GARTNER INC | $671.00万 | 0.02% | 51,767 | 1,102 | 2.2% | $14.28万 | 加仓 |
| IBDY | ISHARES TR | $671.93万 | 0.02% | 260,996 | 26,893 | 11.5% | $69.24万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $677.03万 | 0.02% | 99,075 | -10,264 | -9.4% | -$70.14万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $681.61万 | 0.02% | 145,611 | -214,305 | -59.5% | -$1,003.17万 | 减仓 |
| DTE | DTE ENERGY CO | $684.58万 | 0.02% | 44,847 | 3,448 | 8.3% | $52.63万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $685.91万 | 0.02% | 75,208 | -6,374 | -7.8% | -$58.13万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $693.71万 | 0.02% | 156,381 | 112,381 | 255.4% | $498.52万 | 加仓 |
| IBDZ | ISHARES TR | $693.90万 | 0.02% | 266,373 | 5,510 | 2.1% | $14.35万 | 加仓 |
| D | DOMINION ENERGY INC | $697.87万 | 0.02% | 102,192 | 59,824 | 141.2% | $408.54万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $699.44万 | 0.02% | 108,439 | -17,927 | -14.2% | -$115.63万 | 减仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $702.23万 | 0.02% | 279,328 | 171,728 | 159.6% | $431.73万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $708.44万 | 0.02% | 131,119 | -7,003 | -5.1% | -$37.84万 | 减仓 |
| BOTZ | GLOBAL X FDS | $711.97万 | 0.02% | 187,645 | -276,579 | -59.6% | -$1,049.40万 | 减仓 |
| ROKU | ROKU INC | $716.52万 | 0.02% | 51,869 | 21,521 | 70.9% | $297.29万 | 加仓 |
| FLEX | FLEX LTD | $722.76万 | 0.02% | 44,595 | -1,569 | -3.4% | -$25.43万 | 减仓 |
| PFF | ISHARES TR | $723.34万 | 0.02% | 237,237 | 5,250 | 2.3% | $16.01万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $725.80万 | 0.02% | 21,677 | 8,532 | 64.9% | $285.67万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $726.29万 | 0.02% | 11,647 | -92 | -0.8% | -$5.74万 | 减仓 |
| V | VISA INC 看跌期权 | $727.35万 | 0.02% | 21,200 | 14,100 | 198.6% | $483.76万 | 加仓 |
| O | REALTY INCOME CORP | $729.52万 | 0.02% | 117,206 | -7,094 | -5.7% | -$44.16万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $733.07万 | 0.02% | 127,221 | 9,355 | 7.9% | $53.91万 | 加仓 |
| CI | THE CIGNA GROUP | $737.21万 | 0.02% | 26,740 | -2,566 | -8.8% | -$70.74万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $748.85万 | 0.02% | 10 | 3 | 42.9% | $224.66万 | 加仓 |
| PGR | PROGRESSIVE CORP | $754.33万 | 0.02% | 34,530 | 1,291 | 3.9% | $28.20万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $755.23万 | 0.02% | 21,573 | -1,777 | -7.6% | -$62.21万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看跌期权 | $755.59万 | 0.02% | 15,100 | 6,900 | 84.1% | $345.27万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $755.81万 | 0.02% | 64,444 | -6,549 | -9.2% | -$76.81万 | 减仓 |
| AXTI | AXT INC | $756.80万 | 0.02% | 104,994 | 104,994 | — | $756.80万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $758.93万 | 0.02% | 75,681 | -7,285 | -8.8% | -$73.05万 | 减仓 |
| MMM | 3M CO | $766.24万 | 0.02% | 47,324 | -21,821 | -31.6% | -$353.31万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $768.91万 | 0.02% | 52,498 | 22,508 | 75.1% | $329.66万 | 加仓 |
| CTVA | CORTEVA INC | $775.09万 | 0.02% | 91,519 | -245 | -0.3% | -$2.07万 | 减仓 |