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 |
|---|---|---|---|---|---|---|---|---|
| STRL | STERLING INFRASTRUCTURE INC | $74.79万 | 0.00% | 1,836 | 111 | 6.4% | $4.52万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $74.64万 | 0.00% | 1,427 | 44 | 3.2% | $2.30万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $74.44万 | 0.00% | 3,223 | -2,501 | -43.7% | -$57.76万 | 减仓 |
| META | META PLATFORMS INC 看涨期权 | $74.38万 | 0.00% | 1,300 | 400 | 44.4% | $22.89万 | 加仓 |
| UNM | UNUM GROUP | $74.37万 | 0.00% | 10,183 | 4,724 | 86.5% | $34.50万 | 加仓 |
| ATI | ATI INC | $74.33万 | 0.00% | 5,110 | 1,148 | 29.0% | $16.70万 | 加仓 |
| EMXC | ISHARES INC | $74.11万 | 0.00% | 9,420 | 668 | 7.6% | $5.26万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $73.96万 | 0.00% | 3,786 | 552 | 17.1% | $10.78万 | 加仓 |
| ESGU | ISHARES TR | $73.95万 | 0.00% | 5,229 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $73.72万 | 0.00% | 10,364 | -1,308 | -11.2% | -$9.30万 | 减仓 |
| DOW | DOW HLDGS INC | $73.69万 | 0.00% | 17,689 | -467 | -2.6% | -$1.95万 | 减仓 |
| CSL | CARLISLE COS INC | $73.62万 | 0.00% | 2,205 | -287 | -11.5% | -$9.58万 | 减仓 |
| JNJ | JOHNSON & JOHNSON 看跌期权 | $73.33万 | 0.00% | 3,000 | -20,800 | -87.4% | -$508.44万 | 减仓 |
| FE | FIRSTENERGY CORP | $73.30万 | 0.00% | 14,468 | 3,447 | 31.3% | $17.46万 | 加仓 |
| BBY | BEST BUY INC | $73.30万 | 0.00% | 11,264 | -1,084 | -8.8% | -$7.05万 | 减仓 |
| FICO | FAIR ISAAC CORP | $72.70万 | 0.00% | 680 | -331 | -32.7% | -$35.39万 | 减仓 |
| MKL | MARKEL GROUP INC | $72.70万 | 0.00% | 379 | -81 | -17.6% | -$15.54万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $71.91万 | 0.00% | 33,197 | -2,554 | -7.1% | -$5.53万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $71.24万 | 0.00% | 3,044 | -517 | -14.5% | -$12.10万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $71.14万 | 0.00% | 5,563 | 2,541 | 84.1% | $32.49万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $71.13万 | 0.00% | 9,651 | -1,169 | -10.8% | -$8.62万 | 减仓 |
| — | SOLITARIO RESOURCES CORP | $70.87万 | 0.00% | 864,319 | -30,000 | -3.4% | -$2.46万 | 减仓 |
| MZTI | MARZETTI COMPANY | $70.87万 | 0.00% | 5,123 | -321 | -5.9% | -$4.44万 | 减仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $70.66万 | 0.00% | 66,879 | 66,879 | — | $70.66万 | 新建仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $70.51万 | 0.00% | 53,788 | 8,932 | 19.9% | $11.71万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $70.15万 | 0.00% | 7,390 | 876 | 13.4% | $8.31万 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $70.09万 | 0.00% | 11,189 | -85 | -0.8% | -$5,324 | 减仓 |
| TRMB | TRIMBLE INC | $70.03万 | 0.00% | 10,735 | -3,012 | -21.9% | -$19.65万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $69.89万 | 0.00% | 8,477 | -3,561 | -29.6% | -$29.36万 | 减仓 |
| IX | ORIX CORP | $69.68万 | 0.00% | 23,233 | 6,036 | 35.1% | $18.10万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $69.54万 | 0.00% | 19,252 | 8,990 | 87.6% | $32.47万 | 加仓 |
| CMF | ISHARES TR | $69.51万 | 0.00% | 12,224 | -2,942 | -19.4% | -$16.73万 | 减仓 |
| ADSK | AUTODESK INC 看跌期权 | $69.43万 | 0.00% | 2,900 | -1,300 | -31.0% | -$31.12万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $68.78万 | 0.00% | 14,994 | -11,378 | -43.1% | -$52.19万 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $68.73万 | 0.00% | 3,300 | -15,100 | -82.1% | -$314.49万 | 减仓 |
| QYLD | GLOBAL X FDS | $68.55万 | 0.00% | 39,970 | -7,778 | -16.3% | -$13.34万 | 减仓 |
| RPM | RPM INTL INC | $68.34万 | 0.00% | 6,874 | -789 | -10.3% | -$7.84万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $68.24万 | 0.00% | 10,322 | 2,455 | 31.2% | $16.23万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $68.08万 | 0.00% | 18,183 | 238 | 1.3% | $8,911 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $67.79万 | 0.00% | 15,526 | 85 | 0.6% | $3,711 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $67.74万 | 0.00% | 6,132 | -166 | -2.6% | -$1.83万 | 减仓 |
| BA | BOEING CO 看跌期权 | $67.67万 | 0.00% | 3,400 | -4,900 | -59.0% | -$97.52万 | 减仓 |
| NTRS | NORTHERN TR CORP | $67.56万 | 0.00% | 4,816 | 1,402 | 41.1% | $19.67万 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $67.45万 | 0.00% | 73,240 | 7,845 | 12.0% | $7.23万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $67.38万 | 0.00% | 12,975 | 4,376 | 50.9% | $22.72万 | 加仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $67.26万 | 0.00% | 54,238 | 2,813 | 5.5% | $3.49万 | 加仓 |
| — | PIMCO NEW YORK MUN FD II | $67.21万 | 0.00% | 97,691 | 97,691 | — | $67.21万 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $67.05万 | 0.00% | 30,026 | 13,804 | 85.1% | $30.83万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $66.98万 | 0.00% | 3,350 | 246 | 7.9% | $4.92万 | 加仓 |
| — | ISHARES TR | $66.90万 | 0.00% | 27,010 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $66.80万 | 0.00% | 4,612 | 631 | 15.9% | $9.14万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $66.70万 | 0.00% | 9,805 | 2,954 | 43.1% | $20.10万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $66.46万 | 0.00% | 26,841 | -1,664 | -5.8% | -$4.12万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $66.06万 | 0.00% | 14,082 | -37,449 | -72.7% | -$175.69万 | 减仓 |
| SKT | TANGER INC | $66.02万 | 0.00% | 19,430 | 6,990 | 56.2% | $23.75万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $65.94万 | 0.00% | 19,313 | 1,175 | 6.5% | $4.01万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $65.89万 | 0.00% | 1,734 | 369 | 27.0% | $14.02万 | 加仓 |
| RKT | ROCKET COS INC | $65.65万 | 0.00% | 46,069 | 46,069 | — | $65.65万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $65.59万 | 0.00% | 60,281 | -976 | -1.6% | -$1.06万 | 减仓 |
| FIG | FIGMA INC 看跌期权 | $65.53万 | 0.00% | 31,000 | 31,000 | — | $65.53万 | 新建仓 |
| RWR | SPDR SERIES TRUST | $65.43万 | 0.00% | 6,480 | -1,259 | -16.3% | -$12.71万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $65.41万 | 0.00% | 15,887 | 15,887 | — | $65.41万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $65.19万 | 0.00% | 33,007 | 7,345 | 28.6% | $14.51万 | 加仓 |
| HRL | HORMEL FOODS CORP | $65.18万 | 0.00% | 28,776 | -3,109 | -9.8% | -$7.04万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $64.87万 | 0.00% | 10,386 | -1,251 | -10.8% | -$7.81万 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $64.85万 | 0.00% | 68,626 | 732 | 1.1% | $6,918 | 加仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $64.78万 | 0.00% | 11,904 | 2,982 | 33.4% | $16.23万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC 看跌期权 | $64.50万 | 0.00% | 4,300 | -500 | -10.4% | -$7.50万 | 减仓 |
| HUBB | HUBBELL INC | $64.41万 | 0.00% | 1,311 | 522 | 66.2% | $25.64万 | 加仓 |
| SONY | SONY GROUP CORP | $64.01万 | 0.00% | 30,923 | 886 | 2.9% | $1.83万 | 加仓 |
| KBE | SPDR SERIES TRUST | $63.99万 | 0.00% | 10,749 | -4,842 | -31.1% | -$28.83万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $63.98万 | 0.00% | 24,373 | 574 | 2.4% | $1.51万 | 加仓 |
| AIZ | ASSURANT INC | $63.83万 | 0.00% | 2,930 | -168 | -5.4% | -$3.66万 | 减仓 |
| MRK | MERCK & CO INC 看跌期权 | $63.75万 | 0.00% | 5,300 | -4,400 | -45.4% | -$52.93万 | 减仓 |
| CLB | CORE LABORATORIES INC | $63.54万 | 0.00% | 37,846 | -3,184 | -7.8% | -$5.35万 | 减仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $63.39万 | 0.00% | 56,848 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $63.24万 | 0.00% | 2,816 | -1,603 | -36.3% | -$36.00万 | 减仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $63.17万 | 0.00% | 19,588 | 19,588 | — | $63.17万 | 新建仓 |
| AWR | AMER STATES WTR CO | $63.15万 | 0.00% | 8,350 | -882 | -9.6% | -$6.67万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $62.94万 | 0.00% | 1,543 | 109 | 7.6% | $4.45万 | 加仓 |
| GPN | GLOBAL PMTS INC | $62.84万 | 0.00% | 9,335 | -2,921 | -23.8% | -$19.66万 | 减仓 |
| PHM | PULTE GROUP INC | $62.75万 | 0.00% | 5,322 | 805 | 17.8% | $9.49万 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $62.67万 | 0.00% | 13,079 | 7,150 | 120.6% | $34.26万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $62.63万 | 0.00% | 39,693 | -11,509 | -22.5% | -$18.16万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $62.45万 | 0.00% | 16,321 | 3,924 | 31.7% | $15.01万 | 加仓 |
| NULG | NUSHARES ETF TR | $62.25万 | 0.00% | 6,844 | -39 | -0.6% | -$3,547 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $62.20万 | 0.00% | 26,329 | -1,081 | -3.9% | -$2.55万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $61.85万 | 0.00% | 6,860 | 1,136 | 19.8% | $10.24万 | 加仓 |
| RTX | RTX CORPORATION 看跌期权 | $61.73万 | 0.00% | 3,200 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $61.05万 | 0.00% | 9,690 | -1,224 | -11.2% | -$7.71万 | 减仓 |
| ISCG | ISHARES TR | $60.96万 | 0.00% | 11,123 | 32 | 0.3% | $1,754 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $60.84万 | 0.00% | 20,197 | 1,990 | 10.9% | $5.99万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $60.82万 | 0.00% | 27,165 | -190,579 | -87.5% | -$426.71万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $60.75万 | 0.00% | 52,412 | -67 | -0.1% | -$777 | 减仓 |
| MRNA | MODERNA INC | $60.73万 | 0.00% | 11,954 | -3,916 | -24.7% | -$19.89万 | 减仓 |
| ABR | ARBOR REALTY TRUST INC | $60.72万 | 0.00% | 78,749 | -729 | -0.9% | -$5,621 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $60.16万 | 0.00% | 8,712 | 1 | 0.0% | $69 | 加仓 |
| AX | AXOS FINANCIAL INC | $60.07万 | 0.00% | 7,060 | 910 | 14.8% | $7.74万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $60.07万 | 0.00% | 6,664 | 863 | 14.9% | $7.78万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $60.02万 | 0.00% | 10,416 | -1,370 | -11.6% | -$7.89万 | 减仓 |