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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $8,154.98万 | 0.25% | 1,272,621 | 22,688 | 1.8% | $145.39万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $8,307.82万 | 0.25% | 98,201 | -9,018 | -8.4% | -$762.92万 | 减仓 |
| IWR | ISHARES TR | $8,918.78万 | 0.27% | 917,285 | 31,934 | 3.6% | $310.49万 | 加仓 |
| IWX | ISHARES TR | $8,957.31万 | 0.27% | 966,581 | -7,088 | -0.7% | -$65.68万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $9,003.08万 | 0.28% | 368,309 | -13,707 | -3.6% | -$335.06万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $9,071.62万 | 0.28% | 3,114,183 | -59,779 | -1.9% | -$174.14万 | 减仓 |
| ABBV | ABBVIE INC | $9,405.74万 | 0.29% | 432,465 | 11,334 | 2.7% | $246.50万 | 加仓 |
| IWB | ISHARES TR | $9,716.28万 | 0.30% | 272,499 | -9,377 | -3.3% | -$334.35万 | 减仓 |
| NFLX | NETFLIX INC. | $9,794.10万 | 0.30% | 1,018,627 | 753,334 | 284.0% | $7,243.31万 | 加仓 |
| WMT | WALMART INC | $9,854.01万 | 0.30% | 791,815 | -161,403 | -16.9% | -$2,008.63万 | 减仓 |
| LLY | ELI LILLY & CO | $1.00亿 | 0.31% | 108,867 | -21,808 | -16.7% | -$2,005.87万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1.01亿 | 0.31% | 4,921,699 | -420,368 | -7.9% | -$858.52万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1.02亿 | 0.31% | 519,060 | -9,758 | -1.8% | -$191.45万 | 减仓 |
| IWV | ISHARES TR | $1.02亿 | 0.31% | 274,951 | -785 | -0.3% | -$29.10万 | 减仓 |
| IWY | ISHARES TR | $1.06亿 | 0.32% | 426,268 | -32,739 | -7.1% | -$814.68万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $1.07亿 | 0.33% | 513,633 | 498,123 | 3,211.6% | $1.04亿 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $1.07亿 | 0.33% | 2,194,315 | -2,565 | -0.1% | -$12.56万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $1.09亿 | 0.33% | 623,000 | -69,600 | -10.0% | -$1,213.82万 | 减仓 |
| IBDS | ISHARES TR | $1.13亿 | 0.34% | 4,651,050 | 1,093,639 | 30.7% | $2,650.98万 | 加仓 |
| IBDR | ISHARES TR | $1.13亿 | 0.35% | 4,673,929 | 1,095,447 | 30.6% | $2,655.36万 | 加仓 |
| IBDT | ISHARES TR | $1.13亿 | 0.35% | 4,475,447 | 2,056,180 | 85.0% | $5,208.31万 | 加仓 |
| — | EXXON MOBIL CORP | $1.16亿 | 0.35% | 682,729 | -54,447 | -7.4% | -$923.75万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $1.18亿 | 0.36% | 6,346,510 | -39,673 | -0.6% | -$74.03万 | 减仓 |
| GLD | SPDR GOLD TR | $1.19亿 | 0.37% | 277,495 | -7,217 | -2.5% | -$310.54万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.20亿 | 0.37% | 120,300 | 5,428 | 4.7% | $540.88万 | 加仓 |
| IEFA | ISHARES TR | $1.21亿 | 0.37% | 1,333,556 | -593,700 | -30.8% | -$5,374.97万 | 减仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $1.30亿 | 0.40% | 351,100 | -45,800 | -11.5% | -$1,695.38万 | 减仓 |
| META | META PLATFORMS INC | $1.33亿 | 0.41% | 232,238 | -48,860 | -17.4% | -$2,795.46万 | 减仓 |
| TSLA | TESLA INC | $1.36亿 | 0.41% | 364,691 | -23,848 | -6.1% | -$886.55万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $1.39亿 | 0.42% | 2,037,547 | -27,623 | -1.3% | -$188.17万 | 减仓 |
| IWF | ISHARES TR | $1.39亿 | 0.43% | 326,296 | -49,184 | -13.1% | -$2,097.36万 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $1.40亿 | 0.43% | 1,503,754 | 19,658 | 1.3% | $183.33万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $1.41亿 | 0.43% | 8,438,015 | 587,893 | 7.5% | $982.90万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.45亿 | 0.44% | 451,161 | -752 | -0.2% | -$24.12万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $1.50亿 | 0.46% | 1,738,015 | -371 | -0.0% | -$3.21万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $1.52亿 | 0.46% | 2,160,071 | 127,325 | 6.3% | $895.86万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1.53亿 | 0.47% | 218,616 | 17,308 | 8.6% | $1,207.62万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $1.55亿 | 0.47% | 611,200 | -212,800 | -25.8% | -$5,400.65万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.56亿 | 0.48% | 325,156 | 3,725 | 1.2% | $178.50万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.59亿 | 0.49% | 539,119 | -53,231 | -9.0% | -$1,565.85万 | 减仓 |
| — | ISHARES TR | $1.72亿 | 0.53% | 6,967,513 | 6,912,420 | 12,546.8% | $1.71亿 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $1.87亿 | 0.57% | 2,670,135 | -37,490 | -1.4% | -$263.18万 | 减仓 |
| GOOG | ALPHABET INC | $2.12亿 | 0.65% | 738,810 | -27,149 | -3.5% | -$778.80万 | 减仓 |
| AVGO | BROADCOM INC | $2.25亿 | 0.69% | 725,801 | -17,902 | -2.4% | -$554.09万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2.40亿 | 0.73% | 401,695 | -111,321 | -21.7% | -$6,652.77万 | 减仓 |
| ITOT | ISHARES TR | $2.44亿 | 0.75% | 1,711,050 | -76,600 | -4.3% | -$1,091.02万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2.59亿 | 0.79% | 448,675 | 58,781 | 15.1% | $3,392.74万 | 加仓 |
| IVV | ISHARES TR | $2.75亿 | 0.84% | 420,398 | -32,189 | -7.1% | -$2,102.63万 | 减仓 |
| GOOGL | ALPHABET INC | $2.98亿 | 0.91% | 1,037,861 | -122,677 | -10.6% | -$3,527.74万 | 减仓 |
| MYCH | SSGA ACTIVE TR | $3.07亿 | 0.94% | 12,291,898 | 12,072,034 | 5,490.7% | $3.01亿 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $3.12亿 | 0.96% | 541,400 | 323,900 | 148.9% | $1.87亿 | 加仓 |
| AMZN | AMAZON COM INC | $3.72亿 | 1.14% | 1,786,772 | -29,657 | -1.6% | -$617.67万 | 减仓 |
| IVE | ISHARES TR | $4.10亿 | 1.26% | 1,944,079 | 81,088 | 4.4% | $1,712.18万 | 加仓 |
| IVW | ISHARES TR | $4.38亿 | 1.34% | 3,873,907 | 85,467 | 2.3% | $966.72万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $4.53亿 | 1.38% | 2,175,818 | 75,631 | 3.6% | $1,573.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $7.10亿 | 2.17% | 1,917,002 | 64,348 | 3.5% | $2,381.99万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $9.39亿 | 2.87% | 5,384,910 | 41,589 | 0.8% | $725.35万 | 加仓 |
| AAPL | APPLE INC | $9.75亿 | 2.98% | 3,842,432 | -581,195 | -13.1% | -$1.48亿 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $10.46亿 | 3.20% | 53,572,236 | -4,007,284 | -7.0% | -$7,826.23万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $14.00亿 | 4.28% | 70,691,925 | 3,854,896 | 5.8% | $7,634.99万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.27亿 | 8.65% | 4,336,222 | 887,790 | 25.7% | $5.79亿 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $29.51亿 | 9.03% | 4,538,112 | -1,188,288 | -20.8% | -$7.73亿 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $31.40亿 | 9.61% | 4,828,708 | 498,808 | 11.5% | $3.24亿 | 加仓 |