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 |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,626.85万 | 0.08% | 463,452 | 60,270 | 14.9% | $341.61万 | 加仓 |
| PEP | PEPSICO INC | $2,663.55万 | 0.08% | 171,517 | 39,507 | 29.9% | $613.52万 | 加仓 |
| WTV | WISDOMTREE TR | $2,691.32万 | 0.08% | 284,102 | -28,097 | -9.0% | -$266.17万 | 减仓 |
| IGM | ISHARES TR | $2,719.48万 | 0.08% | 229,472 | -5,986 | -2.5% | -$70.94万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,752.77万 | 0.08% | 59,713 | -5,254 | -8.1% | -$242.21万 | 减仓 |
| NOW | SERVICENOW INC | $2,753.83万 | 0.08% | 263,396 | 151,665 | 135.7% | $1,585.67万 | 加仓 |
| AMGN | AMGEN INC | $2,757.38万 | 0.08% | 78,365 | 1,425 | 1.9% | $50.14万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $2,774.23万 | 0.08% | 276,952 | -44,696 | -13.9% | -$447.72万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $2,794.80万 | 0.09% | 135,801 | -14,056 | -9.4% | -$289.27万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $2,831.41万 | 0.09% | 82,494 | -975 | -1.2% | -$33.46万 | 减仓 |
| EFV | ISHARES TR | $2,862.93万 | 0.09% | 385,060 | -4,779 | -1.2% | -$35.53万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2,932.24万 | 0.09% | 323,507 | 17,456 | 5.7% | $158.22万 | 加仓 |
| TJX | TJX COS INC NEW | $2,945.03万 | 0.09% | 184,395 | 1,734 | 0.9% | $27.69万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $3,010.56万 | 0.09% | 142,073 | -11,260 | -7.3% | -$238.60万 | 减仓 |
| EWU | ISHARES TR | $3,013.57万 | 0.09% | 661,451 | 404,254 | 157.2% | $1,841.78万 | 加仓 |
| PFFD | GLOBAL X FDS | $3,022.91万 | 0.09% | 1,642,883 | 117,625 | 7.7% | $216.43万 | 加仓 |
| ACWI | ISHARES TR | $3,040.66万 | 0.09% | 219,746 | -116,899 | -34.7% | -$1,617.55万 | 减仓 |
| EFA | ISHARES TR | $3,042.59万 | 0.09% | 313,279 | 21,214 | 7.3% | $206.03万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $3,074.58万 | 0.09% | 331,023 | 46,666 | 16.4% | $433.44万 | 加仓 |
| AMZN | AMAZON COM INC 看跌期权 | $3,094.89万 | 0.09% | 148,600 | -29,000 | -16.3% | -$603.98万 | 减仓 |
| AVGO | BROADCOM INC 看跌期权 | $3,095.10万 | 0.09% | 100,000 | -22,300 | -18.2% | -$690.21万 | 减仓 |
| IJK | ISHARES TR | $3,096.05万 | 0.09% | 307,696 | 20,210 | 7.0% | $203.35万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $3,117.84万 | 0.10% | 1,158,618 | -178,779 | -13.4% | -$481.09万 | 减仓 |
| MCD | MCDONALDS CORP | $3,153.82万 | 0.10% | 101,474 | -20,006 | -16.5% | -$621.79万 | 减仓 |
| VCR | VANGUARD WORLD FD | $3,165.96万 | 0.10% | 88,180 | 5,174 | 6.2% | $185.76万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,261.25万 | 0.10% | 426,058 | -274,937 | -39.2% | -$2,104.50万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,310.10万 | 0.10% | 612,414 | -153,031 | -20.0% | -$827.13万 | 减仓 |
| USMF | WISDOMTREE TR | $3,326.47万 | 0.10% | 673,645 | -89,946 | -11.8% | -$444.15万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $3,355.73万 | 0.10% | 54,342 | -192 | -0.4% | -$11.86万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $3,370.28万 | 0.10% | 570,556 | -27,075 | -4.5% | -$159.93万 | 减仓 |
| VOX | VANGUARD WORLD FD | $3,372.52万 | 0.10% | 187,528 | 13,756 | 7.9% | $247.39万 | 加仓 |
| MS | MORGAN STANLEY | $3,426.29万 | 0.10% | 208,195 | -47,324 | -18.5% | -$778.82万 | 减仓 |
| VIS | VANGUARD WORLD FD | $3,435.99万 | 0.11% | 110,050 | 7,113 | 6.9% | $222.08万 | 加仓 |
| VHT | VANGUARD WORLD FD | $3,451.25万 | 0.11% | 126,729 | 10,069 | 8.6% | $274.21万 | 加仓 |
| BLK | BLACKROCK INC | $3,461.99万 | 0.11% | 35,996 | -450 | -1.2% | -$43.28万 | 减仓 |
| PWR | QUANTA SVCS INC | $3,462.07万 | 0.11% | 63,059 | -21,158 | -25.1% | -$1,161.62万 | 减仓 |
| DE | DEERE & CO | $3,487.34万 | 0.11% | 61,760 | -7,516 | -10.8% | -$424.40万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3,629.75万 | 0.11% | 330,905 | -26,771 | -7.5% | -$293.66万 | 减仓 |
| MTUM | ISHARES TR | $3,725.26万 | 0.11% | 155,224 | 2,157 | 1.4% | $51.77万 | 加仓 |
| GEV | GE VERNOVA INC | $3,730.26万 | 0.11% | 42,712 | -917 | -2.1% | -$80.09万 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $3,773.48万 | 0.12% | 654,663 | 30,472 | 4.9% | $175.64万 | 加仓 |
| MGK | VANGUARD WORLD FD | $3,791.05万 | 0.12% | 103,174 | -2,143 | -2.0% | -$78.74万 | 减仓 |
| COP | CONOCOPHILLIPS | $3,792.59万 | 0.12% | 287,312 | -27,775 | -8.8% | -$366.64万 | 减仓 |
| GE | GE AEROSPACE | $3,798.34万 | 0.12% | 133,672 | 40,222 | 43.0% | $1,142.92万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3,805.30万 | 0.12% | 110,249 | -1,857 | -1.7% | -$64.10万 | 减仓 |
| VB | VANGUARD INDEX FDS | $3,826.79万 | 0.12% | 146,103 | 1,657 | 1.1% | $43.40万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $3,827.90万 | 0.12% | 258,466 | -2,361 | -0.9% | -$34.97万 | 减仓 |
| IEMG | ISHARES INC | $3,843.75万 | 0.12% | 551,029 | -307,898 | -35.8% | -$2,147.77万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $3,864.30万 | 0.12% | 267,535 | 16,904 | 6.7% | $244.16万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $3,882.27万 | 0.12% | 265,400 | -5,700 | -2.1% | -$83.38万 | 减仓 |
| ETN | EATON CORP PLC | $3,924.35万 | 0.12% | 109,718 | -42,681 | -28.0% | -$1,526.60万 | 减仓 |
| ORCL | ORACLE CORP | $3,938.88万 | 0.12% | 267,748 | -21,100 | -7.3% | -$310.41万 | 减仓 |
| MRK | MERCK & CO INC | $3,987.99万 | 0.12% | 330,201 | -29,272 | -8.1% | -$353.53万 | 减仓 |
| VFH | VANGUARD WORLD FD | $4,029.31万 | 0.12% | 333,523 | 12,658 | 3.9% | $152.92万 | 加仓 |
| KLAC | KLA CORP | $4,038.11万 | 0.12% | 27,423 | -2,337 | -7.9% | -$344.13万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $4,103.12万 | 0.13% | 1,048,212 | -11,027 | -1.0% | -$43.16万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $4,155.68万 | 0.13% | 169,913 | -659 | -0.4% | -$16.12万 | 减仓 |
| CSCO | CISCO SYS INC | $4,209.31万 | 0.13% | 542,504 | -124,605 | -18.7% | -$966.81万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $4,250.50万 | 0.13% | 496,324 | -9,170 | -1.8% | -$78.53万 | 减仓 |
| IBDV | ISHARES TR | $4,334.84万 | 0.13% | 1,980,284 | 1,694,837 | 593.7% | $3,710.00万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $4,350.38万 | 0.13% | 327,340 | 41,414 | 14.5% | $550.40万 | 加仓 |
| USFR | WISDOMTREE TR | $4,502.79万 | 0.14% | 894,474 | -199,109 | -18.2% | -$1,002.32万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $4,536.60万 | 0.14% | 282,970 | -26,660 | -8.6% | -$427.42万 | 减仓 |
| KRMN | KARMAN HLDGS INC 看跌期权 | $4,562.85万 | 0.14% | 570,000 | 570,000 | — | $4,562.85万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $4,580.87万 | 0.14% | 159,510 | 18,701 | 13.3% | $537.06万 | 加仓 |
| IWS | ISHARES TR | $4,681.58万 | 0.14% | 321,226 | 20,686 | 6.9% | $301.48万 | 加仓 |
| EWJ | ISHARES INC | $4,702.51万 | 0.14% | 556,904 | 327,597 | 142.9% | $2,766.23万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $4,723.51万 | 0.14% | 502,606 | -30,269 | -5.7% | -$284.47万 | 减仓 |
| CVX | CHEVRON CORPORATION | $4,810.56万 | 0.15% | 232,503 | 9,555 | 4.3% | $197.70万 | 加仓 |
| CRM | SALESFORCE INC | $4,845.88万 | 0.15% | 259,594 | 74,841 | 40.5% | $1,397.07万 | 加仓 |
| IJH | ISHARES TR | $4,957.05万 | 0.15% | 733,999 | -188,126 | -20.4% | -$1,270.50万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $5,081.06万 | 0.16% | 101,679 | -9,609 | -8.6% | -$480.18万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $5,229.18万 | 0.16% | 193,247 | -7,840 | -3.9% | -$212.15万 | 减仓 |
| MCK | MCKESSON CORP | $5,287.91万 | 0.16% | 61,050 | -4,254 | -6.5% | -$368.46万 | 减仓 |
| ADI | ANALOG DEVICES INC | $5,303.36万 | 0.16% | 166,697 | 2,420 | 1.5% | $76.99万 | 加仓 |
| DGRW | WISDOMTREE TR | $5,326.86万 | 0.16% | 606,427 | -23,165 | -3.7% | -$203.48万 | 减仓 |
| EPS | WISDOMTREE TR | $5,440.57万 | 0.17% | 798,789 | -31,713 | -3.8% | -$216.00万 | 减仓 |
| CAT | CATERPILLAR INC | $5,486.70万 | 0.17% | 77,444 | -15,415 | -16.6% | -$1,092.11万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $5,736.33万 | 0.18% | 268,197 | -98,479 | -26.9% | -$2,106.32万 | 减仓 |
| VV | VANGUARD INDEX FDS | $5,806.56万 | 0.18% | 194,297 | 4,080 | 2.1% | $121.93万 | 加仓 |
| IWM | ISHARES TR | $5,868.43万 | 0.18% | 236,641 | 55,493 | 30.6% | $1,376.16万 | 加仓 |
| IWL | ISHARES TR | $5,960.38万 | 0.18% | 371,412 | -10,958 | -2.9% | -$175.85万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $5,973.66万 | 0.18% | 1,755,925 | 38,901 | 2.3% | $132.34万 | 加仓 |
| AGG | ISHARES TR | $6,166.82万 | 0.19% | 621,215 | 21,490 | 3.6% | $213.33万 | 加仓 |
| RTX | RTX CORPORATION | $6,470.65万 | 0.20% | 335,436 | 35,440 | 11.8% | $683.65万 | 加仓 |
| IWD | ISHARES TR | $6,619.73万 | 0.20% | 309,810 | 127,471 | 69.9% | $2,723.68万 | 加仓 |
| AMAT | APPLIED MATLS INC | $6,701.52万 | 0.21% | 196,070 | -56,144 | -22.3% | -$1,918.96万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $7,110.44万 | 0.22% | 1,358,767 | 16,876 | 1.3% | $88.31万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $7,127.88万 | 0.22% | 210,903 | -4,729 | -2.2% | -$159.83万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $7,241.30万 | 0.22% | 1,327,458 | 77,171 | 6.2% | $420.97万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $7,412.62万 | 0.23% | 925,999 | 922,814 | 28,973.8% | $7,387.13万 | 加仓 |
| IBDU | ISHARES TR | $7,599.08万 | 0.23% | 3,267,016 | 1,842,015 | 129.3% | $4,284.53万 | 加仓 |
| V | VISA INC | $7,610.53万 | 0.23% | 251,792 | -1,550 | -0.6% | -$46.85万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $7,614.67万 | 0.23% | 174,329 | -7,605 | -4.2% | -$332.19万 | 减仓 |
| SHY | ISHARES TR | $7,677.45万 | 0.23% | 929,810 | 59,007 | 6.8% | $487.22万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7,744.43万 | 0.24% | 228,581 | -31,956 | -12.3% | -$1,082.68万 | 减仓 |
| HD | HOME DEPOT INC | $7,796.54万 | 0.24% | 237,047 | 1,489 | 0.6% | $48.97万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $7,839.76万 | 0.24% | 535,941 | 120,843 | 29.1% | $1,767.69万 | 加仓 |
| IJR | ISHARES TR | $7,868.46万 | 0.24% | 632,966 | 3,693 | 0.6% | $45.91万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $8,147.40万 | 0.25% | 1,609,839 | 199,286 | 14.1% | $1,008.59万 | 加仓 |