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 |
|---|---|---|---|---|---|---|---|---|
| DOCU | DOCUSIGN INC | $30.08万 | 0.00% | 6,344 | 6,344 | — | $30.08万 | 新建仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $30.12万 | 0.00% | 6,090 | -282 | -4.4% | -$1.39万 | 减仓 |
| WWW | WOLVERINE WORLD WIDE INC | $30.23万 | 0.00% | 18,523 | 3,603 | 24.1% | $5.88万 | 加仓 |
| USIG | ISHARES TR | $30.25万 | 0.00% | 5,904 | 565 | 10.6% | $2.89万 | 加仓 |
| CDE | COEUR MNG INC | $30.32万 | 0.00% | 16,154 | 4,913 | 43.7% | $9.22万 | 加仓 |
| CRMD | CORMEDIX INC | $30.38万 | 0.00% | 44,740 | -1,984 | -4.2% | -$1.35万 | 减仓 |
| SFD | SMITHFIELD FOODS INC | $30.45万 | 0.00% | 10,886 | 10,886 | — | $30.45万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN 看跌期权 | $30.48万 | 0.00% | 1,500 | -5,500 | -78.6% | -$111.75万 | 减仓 |
| DINO | HF SINCLAIR CORP | $30.49万 | 0.00% | 4,886 | 4,886 | — | $30.49万 | 新建仓 |
| FTDR | FRONTDOOR INC | $30.51万 | 0.00% | 5,771 | 1,126 | 24.2% | $5.95万 | 加仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $30.55万 | 0.00% | 23,753 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $30.65万 | 0.00% | 4,013 | 4,013 | — | $30.65万 | 新建仓 |
| NULV | NUSHARES ETF TR | $30.72万 | 0.00% | 6,751 | -160 | -2.3% | -$7,281 | 减仓 |
| PI | IMPINJ INC | $30.75万 | 0.00% | 2,993 | -2,737 | -47.8% | -$28.12万 | 减仓 |
| GNTX | GENTEX CORP | $30.80万 | 0.00% | 14,094 | 2,396 | 20.5% | $5.24万 | 加仓 |
| CVSA | COVISTA INC | $30.96万 | 0.00% | 2,686 | 439 | 19.5% | $5.06万 | 加仓 |
| HRI | HERC HLDGS INC | $31.04万 | 0.00% | 3,118 | -4,492 | -59.0% | -$44.72万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $31.05万 | 0.00% | 2,431 | -608 | -20.0% | -$7.77万 | 减仓 |
| TXN | TEXAS INSTRS INC 看跌期权 | $31.06万 | 0.00% | 1,600 | -5,900 | -78.7% | -$114.54万 | 减仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $31.10万 | 0.00% | 10,570 | 10,570 | — | $31.10万 | 新建仓 |
| DBAW | DBX ETF TR | $31.16万 | 0.00% | 7,300 | 7,300 | — | $31.16万 | 新建仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $31.38万 | 0.00% | 12,667 | 0 | 0.0% | — | 不变 |
| SDOG | ALPS ETF TR | $31.40万 | 0.00% | 4,828 | 578 | 13.6% | $3.76万 | 加仓 |
| BF/A | BROWN FORMAN CORP | $31.43万 | 0.00% | 11,628 | 11,628 | — | $31.43万 | 新建仓 |
| FOX | FOX CORP | $31.57万 | 0.00% | 5,945 | 5,945 | — | $31.57万 | 新建仓 |
| OGS | ONE GAS INC | $31.59万 | 0.00% | 3,668 | -1,569 | -30.0% | -$13.51万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $31.60万 | 0.00% | 7,656 | 7,656 | — | $31.60万 | 新建仓 |
| GOOGL | ALPHABET INC 看涨期权 | $31.63万 | 0.00% | 1,100 | 100 | 10.0% | $2.88万 | 加仓 |
| HEI | HEICO CORP NEW | $31.68万 | 0.00% | 1,155 | -462 | -28.6% | -$12.67万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $31.79万 | 0.00% | 1,924 | 330 | 20.7% | $5.45万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $31.84万 | 0.00% | 24,892 | 10,347 | 71.1% | $13.23万 | 加仓 |
| LIT | GLOBAL X FDS | $31.87万 | 0.00% | 4,286 | -2,468 | -36.5% | -$18.35万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $32.00万 | 0.00% | 7,980 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $32.07万 | 0.00% | 4,637 | 4,637 | — | $32.07万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $32.11万 | 0.00% | 6,729 | -3,456 | -33.9% | -$16.49万 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $32.11万 | 0.00% | 1,850 | 712 | 62.6% | $12.36万 | 加仓 |
| MYFW | FIRST WESTN FINL INC | $32.15万 | 0.00% | 13,079 | -846 | -6.1% | -$2.08万 | 减仓 |
| SPYI | NEOS ETF TRUST | $32.18万 | 0.00% | 6,518 | -468 | -6.7% | -$2.31万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $32.30万 | 0.00% | 20,092 | 20,092 | — | $32.30万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $32.31万 | 0.00% | 5,719 | 5,719 | — | $32.31万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $32.33万 | 0.00% | 22,402 | -7,658 | -25.5% | -$11.05万 | 减仓 |
| RAMP | LIVERAMP HLDGS INC | $32.38万 | 0.00% | 12,211 | 2,793 | 29.7% | $7.41万 | 加仓 |
| INSM | INSMED INC | $32.40万 | 0.00% | 1,980 | 427 | 27.5% | $6.99万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $32.41万 | 0.00% | 1,994 | -1,062 | -34.8% | -$17.26万 | 减仓 |
| DTM | DT MIDSTREAM INC | $32.51万 | 0.00% | 2,402 | -888 | -27.0% | -$12.02万 | 减仓 |
| BELFB | BEL FUSE INC | $32.53万 | 0.00% | 1,643 | 1 | 0.1% | $198 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $32.55万 | 0.00% | 7,056 | -2,285 | -24.5% | -$10.54万 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $32.75万 | 0.00% | 2,992 | 139 | 4.9% | $1.52万 | 加仓 |
| — | COTERRA ENERGY INC | $32.80万 | 0.00% | 9,330 | 9,330 | — | $32.80万 | 新建仓 |
| PENN | PENN ENTERTAINMENT INC | $32.80万 | 0.00% | 21,826 | -5,862 | -21.2% | -$8.81万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $32.85万 | 0.00% | 7,085 | 3 | 0.0% | $139 | 加仓 |
| PRIM | PRIMORIS SVCS CORP 看跌期权 | $32.90万 | 0.00% | 2,300 | 2,300 | — | $32.90万 | 新建仓 |
| EXTR | EXTREME NETWORKS INC | $33.15万 | 0.00% | 21,983 | 3,945 | 21.9% | $5.95万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $33.18万 | 0.00% | 1,634 | -136 | -7.7% | -$2.76万 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $33.36万 | 0.00% | 4,881 | -371 | -7.1% | -$2.54万 | 减仓 |
| HAS | HASBRO INC | $33.45万 | 0.00% | 3,571 | -4,081 | -53.3% | -$38.22万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $33.49万 | 0.00% | 66,573 | 2,556 | 4.0% | $1.29万 | 加仓 |
| SSRM | SSR MINING IN | $33.60万 | 0.00% | 11,428 | 11,428 | — | $33.60万 | 新建仓 |
| IDU | ISHARES TR | $33.61万 | 0.00% | 2,895 | 9 | 0.3% | $1,045 | 加仓 |
| WSO | WATSCO INC | $33.73万 | 0.00% | 926 | 122 | 15.2% | $4.44万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $33.96万 | 0.00% | 7,102 | 7,102 | — | $33.96万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $33.98万 | 0.00% | 9,835 | -1,424 | -12.6% | -$4.92万 | 减仓 |
| SE | SEA LTD | $33.99万 | 0.00% | 4,104 | -151 | -3.5% | -$1.25万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $34.01万 | 0.00% | 12,765 | 2,160 | 20.4% | $5.76万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $34.09万 | 0.00% | 8,816 | 368 | 4.4% | $1.42万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $34.20万 | 0.00% | 2,920 | 2,920 | — | $34.20万 | 新建仓 |
| STIP | ISHARES TR | $34.29万 | 0.00% | 3,315 | 243 | 7.9% | $2.51万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $34.30万 | 0.00% | 7,826 | -7,752 | -49.8% | -$33.98万 | 减仓 |
| CWB | SPDR SERIES TRUST | $34.48万 | 0.00% | 3,768 | -15 | -0.4% | -$1,373 | 减仓 |
| ECHO | ECHOSTAR CORP | $34.49万 | 0.00% | 2,946 | -7,855 | -72.7% | -$91.96万 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $34.55万 | 0.00% | 5,361 | -1,644 | -23.5% | -$10.60万 | 减仓 |
| PSX | PHILLIPS 66 看跌期权 | $34.61万 | 0.00% | 1,900 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $34.61万 | 0.00% | 2,710 | 359 | 15.3% | $4.59万 | 加仓 |
| — | BLACKROCK FLOATING RATE INCO | $34.68万 | 0.00% | 31,473 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $34.81万 | 0.00% | 15,474 | -20,416 | -56.9% | -$45.92万 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $34.96万 | 0.00% | 11,398 | 1,684 | 17.3% | $5.17万 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $34.97万 | 0.00% | 17,606 | 3,302 | 23.1% | $6.56万 | 加仓 |
| EVTC | EVERTEC INC | $34.99万 | 0.00% | 12,398 | 3,239 | 35.4% | $9.14万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $35.03万 | 0.00% | 3,191 | 3,191 | — | $35.03万 | 新建仓 |
| TXNM | TXNM ENERGY INC | $35.18万 | 0.00% | 6,018 | 105 | 1.8% | $6,138 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $35.20万 | 0.00% | 7,214 | 451 | 6.7% | $2.20万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $35.26万 | 0.00% | 9,161 | 9,161 | — | $35.26万 | 新建仓 |
| MOG/A | MOOG INC | $35.41万 | 0.00% | 1,210 | 1,210 | — | $35.41万 | 新建仓 |
| POST | POST HLDGS INC | $35.51万 | 0.00% | 3,592 | 717 | 24.9% | $7.09万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $35.51万 | 0.00% | 7,084 | 7,084 | — | $35.51万 | 新建仓 |
| — | PATRIOT NATL BANCORP INC | $35.52万 | 0.00% | 275,385 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $35.60万 | 0.00% | 4,971 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $35.90万 | 0.00% | 1,203 | 82 | 7.3% | $2.45万 | 加仓 |
| — | SP FUNDS TRUST | $35.99万 | 0.00% | 12,762 | 1,267 | 11.0% | $3.57万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC 看涨期权 | $36.04万 | 0.00% | 5,200 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $36.10万 | 0.00% | 2,349 | -121 | -4.9% | -$1.86万 | 减仓 |
| WLY | WILEY JOHN & SONS INC | $36.13万 | 0.00% | 9,483 | 3,704 | 64.1% | $14.11万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $36.19万 | 0.00% | 2,196 | -326 | -12.9% | -$5.37万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $36.29万 | 0.00% | 3,830 | -201 | -5.0% | -$1.90万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $36.34万 | 0.00% | 4,007 | 1,789 | 80.7% | $16.22万 | 加仓 |
| FXI | ISHARES TR | $36.39万 | 0.00% | 10,136 | -14,640 | -59.1% | -$52.57万 | 减仓 |
| WKC | WORLD KINECT CORPORATION | $36.51万 | 0.00% | 15,690 | 5,186 | 49.4% | $12.07万 | 加仓 |
| AVA | AVISTA CORP | $36.53万 | 0.00% | 9,099 | 1,158 | 14.6% | $4.65万 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $36.61万 | 0.00% | 29,267 | 29,267 | — | $36.61万 | 新建仓 |
| TQQQ | PROSHARES TR 看跌期权 | $36.68万 | 0.00% | 8,800 | 3,200 | 57.1% | $13.34万 | 加仓 |