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 |
|---|---|---|---|---|---|---|---|---|
| HLN | HALEON PLC | $59.97万 | 0.00% | 59,908 | 11,009 | 22.5% | $11.02万 | 加仓 |
| ARDT | ARDENT HEALTH INC | $59.92万 | 0.00% | 70,000 | -20,996 | -23.1% | -$17.97万 | 减仓 |
| OMC | OMNICOM GROUP INC | $59.75万 | 0.00% | 7,863 | -87,559 | -91.8% | -$665.32万 | 减仓 |
| FPF | FIRST TR INTER DURATN PFD & | $59.69万 | 0.00% | 33,855 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $59.54万 | 0.00% | 20,273 | -2,097 | -9.4% | -$6.16万 | 减仓 |
| — | BLACKSTONE SENI FLTN RAT 202 | $59.32万 | 0.00% | 45,805 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $58.99万 | 0.00% | 5,386 | -705 | -11.6% | -$7.72万 | 减仓 |
| CDW | CDW CORP | $58.96万 | 0.00% | 4,870 | -756 | -13.4% | -$9.15万 | 减仓 |
| VTR | VENTAS INC | $58.94万 | 0.00% | 7,164 | 925 | 14.8% | $7.61万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $58.93万 | 0.00% | 17,740 | 3,180 | 21.8% | $10.56万 | 加仓 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $58.92万 | 0.00% | 11,007 | 784 | 7.7% | $4.20万 | 加仓 |
| AVGO | BROADCOM INC 看涨期权 | $58.81万 | 0.00% | 1,900 | -19,200 | -91.0% | -$594.26万 | 减仓 |
| OKE | ONEOK INC NEW 看跌期权 | $58.75万 | 0.00% | 6,500 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC | $58.58万 | 0.00% | 3,551 | 493 | 16.1% | $8.13万 | 加仓 |
| NUDM | NUSHARES ETF TR | $58.52万 | 0.00% | 16,207 | 11 | 0.1% | $397 | 加仓 |
| ABCB | AMERIS BANCORP | $58.47万 | 0.00% | 7,478 | 1,022 | 15.8% | $7.99万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $58.36万 | 0.00% | 4,493 | 2,124 | 89.7% | $27.59万 | 加仓 |
| SOLV | SOLVENTUM CORP | $58.27万 | 0.00% | 8,922 | 1,023 | 13.0% | $6.68万 | 加仓 |
| NSP | INSPERITY INC | $58.19万 | 0.00% | 21,520 | 7,445 | 52.9% | $20.13万 | 加仓 |
| IBTI | ISHARES TR | $58.18万 | 0.00% | 26,107 | 5,654 | 27.6% | $12.60万 | 加仓 |
| AFL | AFLAC INC 看跌期权 | $58.15万 | 0.00% | 5,300 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC 看跌期权 | $58.10万 | 0.00% | 1,700 | -3,000 | -63.8% | -$102.54万 | 减仓 |
| HROW | HARROW INC | $58.07万 | 0.00% | 16,470 | -3,016 | -15.5% | -$10.63万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $57.84万 | 0.00% | 2,133 | -1,974 | -48.1% | -$53.53万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $57.75万 | 0.00% | 2,833 | 914 | 47.6% | $18.63万 | 加仓 |
| RLI | RLI CORP | $57.75万 | 0.00% | 10,122 | -306 | -2.9% | -$1.75万 | 减仓 |
| CSGP | COSTAR GROUP INC | $57.69万 | 0.00% | 14,301 | -11,628 | -44.8% | -$46.91万 | 减仓 |
| SNEX | STONEX GROUP INC | $57.66万 | 0.00% | 7,149 | 3,099 | 76.5% | $25.00万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $57.51万 | 0.00% | 24,312 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $57.48万 | 0.00% | 17,340 | -4,833 | -21.8% | -$16.02万 | 减仓 |
| XYL | XYLEM INC | $57.41万 | 0.00% | 4,803 | -2,372 | -33.1% | -$28.35万 | 减仓 |
| FNV | FRANCO NEV CORP | $57.26万 | 0.00% | 2,316 | -319 | -12.1% | -$7.89万 | 减仓 |
| SANM | SANMINA CORP | $57.18万 | 0.00% | 4,411 | 192 | 4.6% | $2.49万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $57.12万 | 0.00% | 11,608 | 865 | 8.1% | $4.26万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $57.02万 | 0.00% | 7,838 | 849 | 12.1% | $6.18万 | 加仓 |
| — | ETFIS SER TR I | $56.89万 | 0.00% | 32,960 | 22,160 | 205.2% | $38.25万 | 加仓 |
| LEN | LENNAR CORP | $56.61万 | 0.00% | 6,517 | -4,118 | -38.7% | -$35.77万 | 减仓 |
| STE | STERIS PLC | $56.29万 | 0.00% | 2,545 | -174 | -6.4% | -$3.85万 | 减仓 |
| PPLI | IAC INC | $56.27万 | 0.00% | 14,058 | 3,019 | 27.3% | $12.09万 | 加仓 |
| NVR | NVR INC | $56.27万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $55.78万 | 0.00% | 2,275 | 162 | 7.7% | $3.97万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $55.75万 | 0.00% | 6,081 | 296 | 5.1% | $2.71万 | 加仓 |
| ALLY | ALLY FINL INC | $55.50万 | 0.00% | 14,146 | 7,091 | 100.5% | $27.82万 | 加仓 |
| XME | SPDR SERIES TRUST | $55.44万 | 0.00% | 5,133 | -2,991 | -36.8% | -$32.30万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $55.39万 | 0.00% | 9,581 | 5,580 | 139.5% | $32.26万 | 加仓 |
| SGOL | ETFS GOLD TR | $55.30万 | 0.00% | 12,394 | -6,229 | -33.4% | -$27.79万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $55.29万 | 0.00% | 3,354 | -811 | -19.5% | -$13.37万 | 减仓 |
| TNC | TENNANT CO | $55.26万 | 0.00% | 8,321 | -70 | -0.8% | -$4,648 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $55.04万 | 0.00% | 2,757 | 525 | 23.5% | $10.48万 | 加仓 |
| MA | MASTERCARD INCORPORATED 看跌期权 | $54.96万 | 0.00% | 1,100 | 400 | 57.1% | $19.99万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $54.77万 | 0.00% | 32,275 | 8,370 | 35.0% | $14.20万 | 加仓 |
| ROL | ROLLINS INC | $54.75万 | 0.00% | 10,250 | 535 | 5.5% | $2.86万 | 加仓 |
| TDW | TIDEWATER INC NEW | $54.73万 | 0.00% | 6,549 | 1,040 | 18.9% | $8.69万 | 加仓 |
| IUSV | ISHARES TR | $54.70万 | 0.00% | 5,349 | 18 | 0.3% | $1,841 | 加仓 |
| RBLX | ROBLOX CORP | $54.66万 | 0.00% | 9,663 | -409 | -4.1% | -$2.31万 | 减仓 |
| RBC | RBC BEARINGS INC | $54.42万 | 0.00% | 1,002 | 355 | 54.9% | $19.28万 | 加仓 |
| NPO | ENPRO INC | $54.07万 | 0.00% | 2,157 | 358 | 19.9% | $8.97万 | 加仓 |
| WSFS | WSFS FINL CORP | $54.03万 | 0.00% | 8,253 | 1,624 | 24.5% | $10.63万 | 加仓 |
| — | TRI POINTE HOMES INC | $54.02万 | 0.00% | 11,560 | 1,809 | 18.6% | $8.45万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $53.98万 | 0.00% | 2,644 | 686 | 35.0% | $14.01万 | 加仓 |
| — | RBB FD INC | $53.96万 | 0.00% | 10,775 | -13,634 | -55.9% | -$68.28万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $53.87万 | 0.00% | 2,670 | 2,670 | — | $53.87万 | 新建仓 |
| SPXL | DIREXION SHARES ETF TRUST | $53.86万 | 0.00% | 2,913 | -5,564 | -65.6% | -$102.87万 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $53.81万 | 0.00% | 8,494 | 1,127 | 15.3% | $7.14万 | 加仓 |
| TBBK | BANCORP INC DEL | $53.77万 | 0.00% | 10,008 | 3,711 | 58.9% | $19.94万 | 加仓 |
| RMBS | RAMBUS INC DEL | $53.70万 | 0.00% | 6,242 | -102 | -1.6% | -$8,776 | 减仓 |
| CR | CRANE COMPANY | $53.51万 | 0.00% | 3,129 | 496 | 18.8% | $8.48万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN 看跌期权 | $53.38万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $53.32万 | 0.00% | 14,394 | 2,453 | 20.5% | $9.09万 | 加仓 |
| BCPC | BALCHEM CORP | $53.29万 | 0.00% | 3,144 | 763 | 32.0% | $12.93万 | 加仓 |
| RACE | FERRARI N V | $53.13万 | 0.00% | 1,569 | 552 | 54.3% | $18.69万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $52.72万 | 0.00% | 14,323 | 14,323 | — | $52.72万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $52.69万 | 0.00% | 3,441 | -3,192 | -48.1% | -$48.88万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC 看跌期权 | $52.52万 | 0.00% | 3,200 | -3,200 | -50.0% | -$52.52万 | 减仓 |
| IR | INGERSOLL RAND INC | $52.52万 | 0.00% | 6,554 | 1,644 | 33.5% | $13.17万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $52.40万 | 0.00% | 10,905 | 653 | 6.4% | $3.14万 | 加仓 |
| — | MFS HIGH YIELD MUN TR | $52.40万 | 0.00% | 146,367 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC 看跌期权 | $52.37万 | 0.00% | 600 | 100 | 20.0% | $8.73万 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $52.33万 | 0.00% | 51,815 | -15,001 | -22.5% | -$15.15万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $52.23万 | 0.00% | 9,539 | -130 | -1.3% | -$7,118 | 减仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $52.20万 | 0.00% | 11,669 | -8,735 | -42.8% | -$39.07万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $52.08万 | 0.00% | 10,662 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $52.05万 | 0.00% | 1,519 | -509 | -25.1% | -$17.44万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $51.98万 | 0.00% | 10,328 | -2,510 | -19.6% | -$12.63万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $51.83万 | 0.00% | 15,375 | 1,104 | 7.7% | $3.72万 | 加仓 |
| AIA | ISHARES TR | $51.67万 | 0.00% | 4,868 | -3,692 | -43.1% | -$39.19万 | 减仓 |
| GOOG | ALPHABET INC 看涨期权 | $51.63万 | 0.00% | 1,800 | -200 | -10.0% | -$5.74万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $51.41万 | 0.00% | 3,616 | 3,616 | — | $51.41万 | 新建仓 |
| ILMN | ILLUMINA INC | $51.35万 | 0.00% | 4,165 | 675 | 19.3% | $8.32万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $51.34万 | 0.00% | 11,068 | -452 | -3.9% | -$2.10万 | 减仓 |
| SLG | SL GREEN RLTY CORP | $51.26万 | 0.00% | 13,647 | -676 | -4.7% | -$2.54万 | 减仓 |
| NUMV | NUSHARES ETF TR | $51.20万 | 0.00% | 13,205 | 1,785 | 15.6% | $6.92万 | 加仓 |
| XPO | XPO INC | $51.10万 | 0.00% | 2,626 | 664 | 33.8% | $12.92万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $50.79万 | 0.00% | 2,675 | 343 | 14.7% | $6.51万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $50.73万 | 0.00% | 1,987 | 1,987 | — | $50.73万 | 新建仓 |
| LFUS | LITTELFUSE INC | $50.73万 | 0.00% | 1,494 | 1,494 | — | $50.73万 | 新建仓 |
| OGE | OGE ENERGY CORP | $50.63万 | 0.00% | 10,556 | 10,556 | — | $50.63万 | 新建仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $50.60万 | 0.00% | 5,413 | 1,081 | 25.0% | $10.11万 | 加仓 |
| TW | TRADEWEB MKTS INC | $50.60万 | 0.00% | 4,300 | -5,062 | -54.1% | -$59.56万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $50.60万 | 0.00% | 400 | -2 | -0.5% | -$2,530 | 减仓 |