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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $44.37万 | 0.00% | 9,783 | -45,880 | -82.4% | -$208.08万 | 减仓 |
| DMLP | DORCHESTER MINERALS L P | $44.41万 | 0.00% | 16,388 | 0 | 0.0% | — | 不变 |
| BCO | BRINKS CO | $44.45万 | 0.00% | 4,289 | -21 | -0.5% | -$2,176 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $44.47万 | 0.00% | 1,127 | 369 | 48.7% | $14.56万 | 加仓 |
| VIRT | VIRTU FINL INC | $44.51万 | 0.00% | 10,120 | 10,120 | — | $44.51万 | 新建仓 |
| RING | ISHARES INC | $44.51万 | 0.00% | 5,636 | 5,636 | — | $44.51万 | 新建仓 |
| — | SIREN ETF TR | $44.66万 | 0.00% | 21,278 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $44.68万 | 0.00% | 5,766 | 2,994 | 108.0% | $23.20万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $44.69万 | 0.00% | 18,383 | -5,637 | -23.5% | -$13.70万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $44.74万 | 0.00% | 12,813 | 1,151 | 9.9% | $4.02万 | 加仓 |
| EQT | EQT CORP | $45.06万 | 0.00% | 7,079 | 17 | 0.2% | $1,082 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $45.09万 | 0.00% | 8,958 | -718 | -7.4% | -$3.61万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $45.11万 | 0.00% | 6,397 | 2,112 | 49.3% | $14.89万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $45.28万 | 0.00% | 4,206 | 4,206 | — | $45.28万 | 新建仓 |
| NTAP | NETAPP INC | $45.39万 | 0.00% | 4,432 | -5,252 | -54.2% | -$53.79万 | 减仓 |
| OXLC | OXFORD LANE CAP CORP | $45.45万 | 0.00% | 46,470 | 36,130 | 349.4% | $35.34万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $45.66万 | 0.00% | 29,138 | -14,964 | -33.9% | -$23.45万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP 看跌期权 | $45.82万 | 0.00% | 7,400 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO 看跌期权 | $46.02万 | 0.00% | 5,400 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $46.08万 | 0.00% | 10,582 | 953 | 9.9% | $4.15万 | 加仓 |
| GIII | G III APPAREL GROUP LTD | $46.15万 | 0.00% | 16,661 | -4,019 | -19.4% | -$11.13万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $46.27万 | 0.00% | 14,043 | -1,827 | -11.5% | -$6.02万 | 减仓 |
| TXT | TEXTRON INC | $46.37万 | 0.00% | 5,294 | 632 | 13.6% | $5.54万 | 加仓 |
| CRM | SALESFORCE INC 看跌期权 | $46.67万 | 0.00% | 2,500 | -3,600 | -59.0% | -$67.20万 | 减仓 |
| AIR | AAR CORP | $46.70万 | 0.00% | 4,266 | 648 | 17.9% | $7.09万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $46.95万 | 0.00% | 33,439 | 33,439 | — | $46.95万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL 看跌期权 | $47.01万 | 0.00% | 1,200 | -2,800 | -70.0% | -$109.69万 | 减仓 |
| NOW | SERVICENOW INC 看跌期权 | $47.05万 | 0.00% | 4,500 | 2,200 | 95.7% | $23.00万 | 加仓 |
| CPAY | CORPAY INC | $47.08万 | 0.00% | 1,617 | 318 | 24.5% | $9.26万 | 加仓 |
| CATH | GLOBAL X FDS | $47.12万 | 0.00% | 6,029 | -119 | -1.9% | -$9,300 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $47.20万 | 0.00% | 20,728 | 1,304 | 6.7% | $2.97万 | 加仓 |
| — | VIRTUS CONVERTIBLE & INCOME | $47.21万 | 0.00% | 31,729 | 0 | 0.0% | — | 不变 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $47.41万 | 0.00% | 20,271 | 20,271 | — | $47.41万 | 新建仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $47.42万 | 0.00% | 45,463 | 473 | 1.1% | $4,933 | 加仓 |
| MTZ | MASTEC INC | $47.46万 | 0.00% | 1,475 | -1,787 | -54.8% | -$57.50万 | 减仓 |
| KIM | KIMCO REALTY CORP | $47.50万 | 0.00% | 21,136 | 1,608 | 8.2% | $3.61万 | 加仓 |
| ATRO | ASTRONICS CORP | $47.50万 | 0.00% | 7,118 | 7,118 | — | $47.50万 | 新建仓 |
| HTO | H2O AMERICA | $47.52万 | 0.00% | 8,100 | -15 | -0.2% | -$880 | 减仓 |
| NWSA | NEWS CORP NEW | $47.53万 | 0.00% | 19,009 | -6,837 | -26.5% | -$17.10万 | 减仓 |
| OTTR | OTTER TAIL CORP | $47.54万 | 0.00% | 5,416 | 679 | 14.3% | $5.96万 | 加仓 |
| GVA | GRANITE CONSTR INC | $47.54万 | 0.00% | 3,961 | 213 | 5.7% | $2.56万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $47.57万 | 0.00% | 1,631 | -729 | -30.9% | -$21.26万 | 减仓 |
| CGNX | COGNEX CORP | $47.86万 | 0.00% | 9,770 | -1,701 | -14.8% | -$8.33万 | 减仓 |
| FLNG | FLEX LNG LTD | $48.17万 | 0.00% | 16,214 | 16,214 | — | $48.17万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $48.24万 | 0.00% | 9,955 | -2,500 | -20.1% | -$12.11万 | 减仓 |
| MTDR | MATADOR RES CO | $48.27万 | 0.00% | 7,640 | 7,640 | — | $48.27万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $48.35万 | 0.00% | 18,338 | -7,421 | -28.8% | -$19.57万 | 减仓 |
| EUFN | ISHARES TR | $48.41万 | 0.00% | 13,892 | 6,757 | 94.7% | $23.55万 | 加仓 |
| USFD | US FOODS HLDG CORP | $48.65万 | 0.00% | 5,275 | 1,695 | 47.3% | $15.63万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $48.66万 | 0.00% | 46,546 | -46,546 | -50.0% | -$48.66万 | 减仓 |
| OII | OCEANEERING INTL INC | $48.73万 | 0.00% | 13,738 | 1,596 | 13.1% | $5.66万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $48.75万 | 0.00% | 4,988 | -3 | -0.1% | -$293 | 减仓 |
| IMO | IMPERIAL OIL LTD | $48.85万 | 0.00% | 3,721 | 3,721 | — | $48.85万 | 新建仓 |
| CUBI | CUSTOMERS BANCORP INC | $49.07万 | 0.00% | 7,069 | 934 | 15.2% | $6.48万 | 加仓 |
| CCJ | CAMECO CORP | $49.41万 | 0.00% | 4,549 | -965 | -17.5% | -$10.48万 | 减仓 |
| SNA | SNAP ON INC | $49.43万 | 0.00% | 1,359 | -204 | -13.1% | -$7.42万 | 减仓 |
| XT | ISHARES TR | $49.46万 | 0.00% | 7,257 | -25,394 | -77.8% | -$173.06万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $49.59万 | 0.00% | 9,261 | 5,443 | 142.6% | $29.15万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $49.66万 | 0.00% | 15,730 | -467 | -2.9% | -$1.47万 | 减仓 |
| EMB | ISHARES TR | $49.67万 | 0.00% | 5,287 | -4,280 | -44.7% | -$40.21万 | 减仓 |
| URA | GLOBAL X FDS | $49.92万 | 0.00% | 10,308 | 3,403 | 49.3% | $16.48万 | 加仓 |
| NTNX | NUTANIX INC | $50.08万 | 0.00% | 13,176 | 10,264 | 352.5% | $39.01万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $50.15万 | 0.00% | 2,565 | 334 | 15.0% | $6.53万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $50.60万 | 0.00% | 400 | -2 | -0.5% | -$2,530 | 减仓 |
| TW | TRADEWEB MKTS INC | $50.60万 | 0.00% | 4,300 | -5,062 | -54.1% | -$59.56万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $50.60万 | 0.00% | 5,413 | 1,081 | 25.0% | $10.11万 | 加仓 |
| OGE | OGE ENERGY CORP | $50.63万 | 0.00% | 10,556 | 10,556 | — | $50.63万 | 新建仓 |
| LFUS | LITTELFUSE INC | $50.73万 | 0.00% | 1,494 | 1,494 | — | $50.73万 | 新建仓 |
| XNTK | SPDR SERIES TRUST | $50.73万 | 0.00% | 1,987 | 1,987 | — | $50.73万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $50.79万 | 0.00% | 2,675 | 343 | 14.7% | $6.51万 | 加仓 |
| XPO | XPO INC | $51.10万 | 0.00% | 2,626 | 664 | 33.8% | $12.92万 | 加仓 |
| NUMV | NUSHARES ETF TR | $51.20万 | 0.00% | 13,205 | 1,785 | 15.6% | $6.92万 | 加仓 |
| SLG | SL GREEN RLTY CORP | $51.26万 | 0.00% | 13,647 | -676 | -4.7% | -$2.54万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $51.34万 | 0.00% | 11,068 | -452 | -3.9% | -$2.10万 | 减仓 |
| ILMN | ILLUMINA INC | $51.35万 | 0.00% | 4,165 | 675 | 19.3% | $8.32万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $51.41万 | 0.00% | 3,616 | 3,616 | — | $51.41万 | 新建仓 |
| GOOG | ALPHABET INC 看涨期权 | $51.63万 | 0.00% | 1,800 | -200 | -10.0% | -$5.74万 | 减仓 |
| AIA | ISHARES TR | $51.67万 | 0.00% | 4,868 | -3,692 | -43.1% | -$39.19万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $51.83万 | 0.00% | 15,375 | 1,104 | 7.7% | $3.72万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $51.98万 | 0.00% | 10,328 | -2,510 | -19.6% | -$12.63万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $52.05万 | 0.00% | 1,519 | -509 | -25.1% | -$17.44万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $52.08万 | 0.00% | 10,662 | 0 | 0.0% | — | 不变 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $52.20万 | 0.00% | 11,669 | -8,735 | -42.8% | -$39.07万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $52.23万 | 0.00% | 9,539 | -130 | -1.3% | -$7,118 | 减仓 |
| BTZ | BLACKROCK CR ALLOCATION | $52.33万 | 0.00% | 51,815 | -15,001 | -22.5% | -$15.15万 | 减仓 |
| GEV | GE VERNOVA INC 看跌期权 | $52.37万 | 0.00% | 600 | 100 | 20.0% | $8.73万 | 加仓 |
| — | MFS HIGH YIELD MUN TR | $52.40万 | 0.00% | 146,367 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $52.40万 | 0.00% | 10,905 | 653 | 6.4% | $3.14万 | 加仓 |
| IR | INGERSOLL RAND INC | $52.52万 | 0.00% | 6,554 | 1,644 | 33.5% | $13.17万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC 看跌期权 | $52.52万 | 0.00% | 3,200 | -3,200 | -50.0% | -$52.52万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $52.69万 | 0.00% | 3,441 | -3,192 | -48.1% | -$48.88万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $52.72万 | 0.00% | 14,323 | 14,323 | — | $52.72万 | 新建仓 |
| RACE | FERRARI N V | $53.13万 | 0.00% | 1,569 | 552 | 54.3% | $18.69万 | 加仓 |
| BCPC | BALCHEM CORP | $53.29万 | 0.00% | 3,144 | 763 | 32.0% | $12.93万 | 加仓 |
| CTRE | CARETRUST REIT INC | $53.32万 | 0.00% | 14,394 | 2,453 | 20.5% | $9.09万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN 看跌期权 | $53.38万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $53.51万 | 0.00% | 3,129 | 496 | 18.8% | $8.48万 | 加仓 |
| RMBS | RAMBUS INC DEL | $53.70万 | 0.00% | 6,242 | -102 | -1.6% | -$8,776 | 减仓 |
| TBBK | BANCORP INC DEL | $53.77万 | 0.00% | 10,008 | 3,711 | 58.9% | $19.94万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $53.81万 | 0.00% | 8,494 | 1,127 | 15.3% | $7.14万 | 加仓 |