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 |
|---|---|---|---|---|---|---|---|---|
| IEI | ISHARES TR | $1,398.65万 | 0.04% | 117,929 | -31,496 | -21.1% | -$373.55万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,424.15万 | 0.04% | 279,354 | -4,462 | -1.6% | -$22.75万 | 减仓 |
| DHR | DANAHER CORP DEL | $1,425.68万 | 0.04% | 75,083 | -20,031 | -21.1% | -$380.35万 | 减仓 |
| IBMP | ISHARES TR | $1,426.02万 | 0.04% | 560,542 | 192,595 | 52.3% | $489.96万 | 加仓 |
| IBMQ | ISHARES TR | $1,427.18万 | 0.04% | 559,021 | 338,361 | 153.3% | $863.84万 | 加仓 |
| INDA | ISHARES TR | $1,428.00万 | 0.04% | 304,868 | 154,999 | 103.4% | $726.02万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1,429.31万 | 0.04% | 44,580 | 4,475 | 11.2% | $143.48万 | 加仓 |
| APH | AMPHENOL CORP | $1,430.55万 | 0.04% | 113,115 | -52,822 | -31.8% | -$668.03万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,433.47万 | 0.04% | 290,350 | -39,393 | -11.9% | -$194.48万 | 减仓 |
| USRT | ISHARES TR | $1,442.37万 | 0.04% | 243,684 | -1,674 | -0.7% | -$9.91万 | 减仓 |
| MUB | ISHARES TR | $1,443.82万 | 0.04% | 136,015 | -2,623 | -1.9% | -$27.84万 | 减仓 |
| VPU | VANGUARD WORLD FD | $1,448.24万 | 0.04% | 73,090 | 2,711 | 3.9% | $53.72万 | 加仓 |
| IBDW | ISHARES TR | $1,457.66万 | 0.04% | 696,445 | -15,615 | -2.2% | -$32.68万 | 减仓 |
| IBMO | ISHARES TR | $1,457.67万 | 0.04% | 568,737 | 189,064 | 49.8% | $484.57万 | 加仓 |
| GOOGL | ALPHABET INC 看跌期权 | $1,480.93万 | 0.05% | 51,500 | -13,100 | -20.3% | -$376.70万 | 减仓 |
| FTNT | FORTINET INC | $1,512.24万 | 0.05% | 185,050 | 21,528 | 13.2% | $175.93万 | 加仓 |
| LIN | LINDE PLC | $1,513.65万 | 0.05% | 30,530 | -4,197 | -12.1% | -$208.08万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1,514.65万 | 0.05% | 255,766 | 16,104 | 6.7% | $95.37万 | 加仓 |
| GDX | VANECK ETF TRUST | $1,515.33万 | 0.05% | 165,121 | -5,143 | -3.0% | -$47.20万 | 减仓 |
| INTC | INTEL CORP | $1,528.30万 | 0.05% | 346,314 | 21,301 | 6.6% | $94.00万 | 加仓 |
| IGIB | ISHARES TR | $1,529.22万 | 0.05% | 287,338 | -65,559 | -18.6% | -$348.91万 | 减仓 |
| DVY | ISHARES TR | $1,534.53万 | 0.05% | 101,349 | -11,857 | -10.5% | -$179.53万 | 减仓 |
| GOOG | ALPHABET INC 看跌期权 | $1,534.70万 | 0.05% | 53,500 | -6,200 | -10.4% | -$177.85万 | 减仓 |
| BOTZ | GLOBAL X FDS | $1,542.15万 | 0.05% | 464,224 | 5,459 | 1.2% | $18.13万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,543.87万 | 0.05% | 46,877 | -5,549 | -10.6% | -$182.75万 | 减仓 |
| TSLA | TESLA INC 看跌期权 | $1,565.07万 | 0.05% | 42,100 | -20,600 | -32.9% | -$765.80万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,567.79万 | 0.05% | 208,510 | -4,120 | -1.9% | -$30.98万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,572.16万 | 0.05% | 635,214 | -55,450 | -8.0% | -$137.24万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,617.49万 | 0.05% | 358,487 | 358,487 | — | $1,617.49万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $1,626.76万 | 0.05% | 183,400 | 27,393 | 17.6% | $242.98万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,632.68万 | 0.05% | 178,162 | 129,947 | 269.5% | $1,190.84万 | 加仓 |
| VAW | VANGUARD WORLD FD | $1,639.89万 | 0.05% | 72,773 | 3,446 | 5.0% | $77.65万 | 加仓 |
| SIZE | ISHARES TR | $1,653.46万 | 0.05% | 103,690 | -6,224 | -5.7% | -$99.25万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,665.16万 | 0.05% | 85,770 | -17,973 | -17.3% | -$348.93万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1,680.74万 | 0.05% | 120,592 | -2,772 | -2.2% | -$38.63万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,689.81万 | 0.05% | 359,916 | 7,008 | 2.0% | $32.90万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,712.55万 | 0.05% | 341,142 | 239 | 0.1% | $1.20万 | 加仓 |
| EWL | ISHARES INC | $1,726.12万 | 0.05% | 293,507 | 179,023 | 156.4% | $1,052.84万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,771.57万 | 0.05% | 366,585 | -109,543 | -23.0% | -$529.38万 | 减仓 |
| — | RBB FD INC | $1,773.25万 | 0.05% | 349,669 | -19,583 | -5.3% | -$99.31万 | 减仓 |
| AIQ | GLOBAL X FDS | $1,789.62万 | 0.05% | 383,462 | 40,451 | 11.8% | $188.78万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1,793.03万 | 0.05% | 390,723 | -70,324 | -15.3% | -$322.72万 | 减仓 |
| SGOV | ISHARES TR | $1,793.72万 | 0.05% | 178,195 | -37,893 | -17.5% | -$381.43万 | 减仓 |
| VDC | VANGUARD WORLD FD | $1,795.94万 | 0.05% | 79,964 | 4,054 | 5.3% | $91.05万 | 加仓 |
| SNOW | SNOWFLAKE INC | $1,809.30万 | 0.06% | 119,963 | 88,003 | 275.4% | $1,327.27万 | 加仓 |
| — | RBB FD INC | $1,839.98万 | 0.06% | 364,739 | -1,085 | -0.3% | -$5.47万 | 减仓 |
| EQIX | EQUINIX INC | $1,856.33万 | 0.06% | 18,936 | 7,528 | 66.0% | $737.98万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $1,863.85万 | 0.06% | 417,249 | -2,327 | -0.6% | -$10.39万 | 减仓 |
| EWT | ISHARES INC | $1,871.32万 | 0.06% | 263,861 | 160,994 | 156.5% | $1,141.78万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,877.02万 | 0.06% | 243,199 | 34,167 | 16.3% | $263.70万 | 加仓 |
| VLUE | ISHARES TR | $1,881.70万 | 0.06% | 132,336 | -24,814 | -15.8% | -$352.83万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,885.63万 | 0.06% | 251,081 | -19,595 | -7.2% | -$147.16万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,918.26万 | 0.06% | 240,951 | -23,588 | -8.9% | -$187.79万 | 减仓 |
| EWG | ISHARES INC | $1,927.18万 | 0.06% | 485,803 | 304,946 | 168.6% | $1,209.72万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,931.04万 | 0.06% | 122,776 | -30,482 | -19.9% | -$479.43万 | 减仓 |
| DIS | DISNEY WALT CO | $1,940.24万 | 0.06% | 201,309 | -7,862 | -3.8% | -$75.77万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,943.00万 | 0.06% | 43,511 | -10,086 | -18.8% | -$450.39万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,966.41万 | 0.06% | 39,978 | -4,116 | -9.3% | -$202.46万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,971.57万 | 0.06% | 642,572 | -557,570 | -46.5% | -$1,710.76万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,978.51万 | 0.06% | 118,698 | -8,149 | -6.4% | -$135.83万 | 减仓 |
| NVT | NVENT ELEC PLC | $1,979.77万 | 0.06% | 167,379 | -20,192 | -10.8% | -$238.83万 | 减仓 |
| DDWM | WISDOMTREE TR | $2,019.79万 | 0.06% | 457,898 | 14,992 | 3.4% | $66.13万 | 加仓 |
| GLW | CORNING INC | $2,034.76万 | 0.06% | 149,646 | 124 | 0.1% | $1.69万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $2,055.97万 | 0.06% | 149,982 | 100 | 0.1% | $1.37万 | 加仓 |
| EWQ | ISHARES INC | $2,066.09万 | 0.06% | 476,275 | 298,814 | 168.4% | $1,296.26万 | 加仓 |
| EWC | ISHARES INC | $2,086.78万 | 0.06% | 380,867 | 232,406 | 156.5% | $1,273.36万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $2,088.70万 | 0.06% | 44,013 | 24,281 | 123.1% | $1,152.29万 | 加仓 |
| EMR | EMERSON ELEC CO | $2,091.47万 | 0.06% | 159,627 | -20,723 | -11.5% | -$271.52万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $2,095.40万 | 0.06% | 204,088 | -49,715 | -19.6% | -$510.43万 | 减仓 |
| VLO | VALERO ENERGY CORP | $2,111.68万 | 0.06% | 85,463 | -32,601 | -27.6% | -$805.53万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,124.45万 | 0.06% | 846,394 | 47,425 | 5.9% | $119.04万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,139.52万 | 0.07% | 99,483 | -4,330 | -4.2% | -$93.12万 | 减仓 |
| — | HONEYWELL INTL INC | $2,157.93万 | 0.07% | 95,467 | -18,342 | -16.1% | -$414.60万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $2,163.08万 | 0.07% | 158,191 | -15,591 | -9.0% | -$213.19万 | 减仓 |
| MO | ALTRIA GROUP INC | $2,171.47万 | 0.07% | 324,037 | -361,363 | -52.7% | -$2,421.61万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $2,178.03万 | 0.07% | 126,201 | -16,311 | -11.4% | -$281.50万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $2,195.39万 | 0.07% | 509,845 | -43,275 | -7.8% | -$186.34万 | 减仓 |
| SBUX | STARBUCKS CORP | $2,196.71万 | 0.07% | 245,190 | 12,985 | 5.6% | $116.34万 | 加仓 |
| CB | CHUBB LTD SWITZ | $2,262.51万 | 0.07% | 69,248 | 2,941 | 4.4% | $96.09万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $2,267.73万 | 0.07% | 184,697 | -42,642 | -18.8% | -$523.56万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,303.23万 | 0.07% | 113,219 | -3,121 | -2.7% | -$63.49万 | 减仓 |
| USMV | ISHARES TR | $2,311.09万 | 0.07% | 249,200 | -25,147 | -9.2% | -$233.21万 | 减仓 |
| TMUS | T-MOBILE US INC | $2,320.26万 | 0.07% | 110,472 | 5,323 | 5.1% | $111.80万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2,336.59万 | 0.07% | 77,246 | -29,059 | -27.3% | -$879.00万 | 减仓 |
| MCHI | ISHARES TR | $2,338.76万 | 0.07% | 416,296 | 271,209 | 186.9% | $1,523.66万 | 加仓 |
| IJJ | ISHARES TR | $2,339.91万 | 0.07% | 176,595 | 12,201 | 7.4% | $161.67万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $2,354.01万 | 0.07% | 38,948 | -3,385 | -8.0% | -$204.59万 | 减仓 |
| EFG | ISHARES TR | $2,354.67万 | 0.07% | 211,427 | 1,338 | 0.6% | $14.90万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $2,433.32万 | 0.07% | 67,819 | 2,203 | 3.4% | $79.04万 | 加仓 |
| QCOM | QUALCOMM INC | $2,438.29万 | 0.07% | 189,333 | -4,084 | -2.1% | -$52.59万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $2,457.87万 | 0.08% | 86,617 | 17,420 | 25.2% | $494.31万 | 加仓 |
| BAC | BANK AMERICA CORP | $2,459.29万 | 0.08% | 504,467 | 40,499 | 8.7% | $197.43万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,470.09万 | 0.08% | 101,902 | 2,689 | 2.7% | $65.18万 | 加仓 |
| IWP | ISHARES TR | $2,475.77万 | 0.08% | 193,236 | -11,055 | -5.4% | -$141.64万 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $2,526.12万 | 0.08% | 485,512 | 191,554 | 65.2% | $996.66万 | 加仓 |
| KO | COCA COLA CO | $2,556.03万 | 0.08% | 334,255 | 8,247 | 2.5% | $63.06万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,578.60万 | 0.08% | 440,484 | -6,926 | -1.5% | -$40.54万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,582.48万 | 0.08% | 134,575 | 1,601 | 1.2% | $30.72万 | 加仓 |
| QUAL | ISHARES TR | $2,584.45万 | 0.08% | 134,736 | 19,327 | 16.7% | $370.72万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,616.14万 | 0.08% | 279,083 | -44,435 | -13.7% | -$416.54万 | 减仓 |