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 |
|---|---|---|---|---|---|---|---|---|
| ODFL | OLD DOMINION FREIGHT LINE IN | $50.15万 | 0.00% | 2,565 | 334 | 15.0% | $6.53万 | 加仓 |
| NTNX | NUTANIX INC | $50.08万 | 0.00% | 13,176 | 10,264 | 352.5% | $39.01万 | 加仓 |
| URA | GLOBAL X FDS | $49.92万 | 0.00% | 10,308 | 3,403 | 49.3% | $16.48万 | 加仓 |
| EMB | ISHARES TR | $49.67万 | 0.00% | 5,287 | -4,280 | -44.7% | -$40.21万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $49.66万 | 0.00% | 15,730 | -467 | -2.9% | -$1.47万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $49.59万 | 0.00% | 9,261 | 5,443 | 142.6% | $29.15万 | 加仓 |
| XT | ISHARES TR | $49.46万 | 0.00% | 7,257 | -25,394 | -77.8% | -$173.06万 | 减仓 |
| SNA | SNAP ON INC | $49.43万 | 0.00% | 1,359 | -204 | -13.1% | -$7.42万 | 减仓 |
| CCJ | CAMECO CORP | $49.41万 | 0.00% | 4,549 | -965 | -17.5% | -$10.48万 | 减仓 |
| CUBI | CUSTOMERS BANCORP INC | $49.07万 | 0.00% | 7,069 | 934 | 15.2% | $6.48万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $48.85万 | 0.00% | 3,721 | 3,721 | — | $48.85万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $48.75万 | 0.00% | 4,988 | -3 | -0.1% | -$293 | 减仓 |
| OII | OCEANEERING INTL INC | $48.73万 | 0.00% | 13,738 | 1,596 | 13.1% | $5.66万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $48.66万 | 0.00% | 46,546 | -46,546 | -50.0% | -$48.66万 | 减仓 |
| USFD | US FOODS HLDG CORP | $48.65万 | 0.00% | 5,275 | 1,695 | 47.3% | $15.63万 | 加仓 |
| EUFN | ISHARES TR | $48.41万 | 0.00% | 13,892 | 6,757 | 94.7% | $23.55万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $48.35万 | 0.00% | 18,338 | -7,421 | -28.8% | -$19.57万 | 减仓 |
| MTDR | MATADOR RES CO | $48.27万 | 0.00% | 7,640 | 7,640 | — | $48.27万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $48.24万 | 0.00% | 9,955 | -2,500 | -20.1% | -$12.11万 | 减仓 |
| FLNG | FLEX LNG LTD | $48.17万 | 0.00% | 16,214 | 16,214 | — | $48.17万 | 新建仓 |
| CGNX | COGNEX CORP | $47.86万 | 0.00% | 9,770 | -1,701 | -14.8% | -$8.33万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $47.57万 | 0.00% | 1,631 | -729 | -30.9% | -$21.26万 | 减仓 |
| GVA | GRANITE CONSTR INC | $47.54万 | 0.00% | 3,961 | 213 | 5.7% | $2.56万 | 加仓 |
| OTTR | OTTER TAIL CORP | $47.54万 | 0.00% | 5,416 | 679 | 14.3% | $5.96万 | 加仓 |
| NWSA | NEWS CORP NEW | $47.53万 | 0.00% | 19,009 | -6,837 | -26.5% | -$17.10万 | 减仓 |
| HTO | H2O AMERICA | $47.52万 | 0.00% | 8,100 | -15 | -0.2% | -$880 | 减仓 |
| ATRO | ASTRONICS CORP | $47.50万 | 0.00% | 7,118 | 7,118 | — | $47.50万 | 新建仓 |
| KIM | KIMCO REALTY CORP | $47.50万 | 0.00% | 21,136 | 1,608 | 8.2% | $3.61万 | 加仓 |
| MTZ | MASTEC INC | $47.46万 | 0.00% | 1,475 | -1,787 | -54.8% | -$57.50万 | 减仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $47.42万 | 0.00% | 45,463 | 473 | 1.1% | $4,933 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $47.41万 | 0.00% | 20,271 | 20,271 | — | $47.41万 | 新建仓 |
| — | VIRTUS CONVERTIBLE & INCOME | $47.21万 | 0.00% | 31,729 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $47.20万 | 0.00% | 20,728 | 1,304 | 6.7% | $2.97万 | 加仓 |
| CATH | GLOBAL X FDS | $47.12万 | 0.00% | 6,029 | -119 | -1.9% | -$9,300 | 减仓 |
| CPAY | CORPAY INC | $47.08万 | 0.00% | 1,617 | 318 | 24.5% | $9.26万 | 加仓 |
| NOW | SERVICENOW INC 看跌期权 | $47.05万 | 0.00% | 4,500 | 2,200 | 95.7% | $23.00万 | 加仓 |
| 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 |
| RGTI | RIGETTI COMPUTING INC | $46.95万 | 0.00% | 33,439 | 33,439 | — | $46.95万 | 新建仓 |
| AIR | AAR CORP | $46.70万 | 0.00% | 4,266 | 648 | 17.9% | $7.09万 | 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 |
| TXT | TEXTRON INC | $46.37万 | 0.00% | 5,294 | 632 | 13.6% | $5.54万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $46.27万 | 0.00% | 14,043 | -1,827 | -11.5% | -$6.02万 | 减仓 |
| GIII | G III APPAREL GROUP LTD | $46.15万 | 0.00% | 16,661 | -4,019 | -19.4% | -$11.13万 | 减仓 |
| — | ISHARES TR | $46.08万 | 0.00% | 10,582 | 953 | 9.9% | $4.15万 | 加仓 |
| CL | COLGATE PALMOLIVE CO 看跌期权 | $46.02万 | 0.00% | 5,400 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP 看跌期权 | $45.82万 | 0.00% | 7,400 | 0 | 0.0% | — | 不变 |
| RELY | REMITLY GLOBAL INC | $45.66万 | 0.00% | 29,138 | -14,964 | -33.9% | -$23.45万 | 减仓 |
| OXLC | OXFORD LANE CAP CORP | $45.45万 | 0.00% | 46,470 | 36,130 | 349.4% | $35.34万 | 加仓 |
| NTAP | NETAPP INC | $45.39万 | 0.00% | 4,432 | -5,252 | -54.2% | -$53.79万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $45.28万 | 0.00% | 4,206 | 4,206 | — | $45.28万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $45.11万 | 0.00% | 6,397 | 2,112 | 49.3% | $14.89万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $45.09万 | 0.00% | 8,958 | -718 | -7.4% | -$3.61万 | 减仓 |
| EQT | EQT CORP | $45.06万 | 0.00% | 7,079 | 17 | 0.2% | $1,082 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $44.74万 | 0.00% | 12,813 | 1,151 | 9.9% | $4.02万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $44.69万 | 0.00% | 18,383 | -5,637 | -23.5% | -$13.70万 | 减仓 |
| CRWV | COREWEAVE INC | $44.68万 | 0.00% | 5,766 | 2,994 | 108.0% | $23.20万 | 加仓 |
| — | SIREN ETF TR | $44.66万 | 0.00% | 21,278 | 0 | 0.0% | — | 不变 |
| RING | ISHARES INC | $44.51万 | 0.00% | 5,636 | 5,636 | — | $44.51万 | 新建仓 |
| VIRT | VIRTU FINL INC | $44.51万 | 0.00% | 10,120 | 10,120 | — | $44.51万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $44.47万 | 0.00% | 1,127 | 369 | 48.7% | $14.56万 | 加仓 |
| BCO | BRINKS CO | $44.45万 | 0.00% | 4,289 | -21 | -0.5% | -$2,176 | 减仓 |
| DMLP | DORCHESTER MINERALS L P | $44.41万 | 0.00% | 16,388 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $44.37万 | 0.00% | 9,783 | -45,880 | -82.4% | -$208.08万 | 减仓 |
| NI | NISOURCE INC | $44.15万 | 0.00% | 9,461 | 2,239 | 31.0% | $10.45万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $44.13万 | 0.00% | 25,851 | -12,423 | -32.5% | -$21.21万 | 减仓 |
| — | LUCID DIAGNOSTICS INC | $44.05万 | 0.00% | 383,082 | 0 | 0.0% | — | 不变 |
| IBTK | ISHARES TR | $43.96万 | 0.00% | 22,292 | 2,482 | 12.5% | $4.89万 | 加仓 |
| OKLO | OKLO INC | $43.92万 | 0.00% | 8,857 | 3,448 | 63.7% | $17.10万 | 加仓 |
| DG | DOLLAR GEN CORP | $43.89万 | 0.00% | 3,695 | -294 | -7.4% | -$3.49万 | 减仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $43.79万 | 0.00% | 68,744 | 28 | 0.0% | $178 | 加仓 |
| RNST | RENASANT CORP | $43.78万 | 0.00% | 12,117 | 2,502 | 26.0% | $9.04万 | 加仓 |
| QUS | SPDR SERIES TRUST | $43.73万 | 0.00% | 2,548 | -290 | -10.2% | -$4.98万 | 减仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $43.62万 | 0.00% | 66,780 | 1,464 | 2.2% | $9,563 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $43.60万 | 0.00% | 14,778 | 1,083 | 7.9% | $3.19万 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $43.59万 | 0.00% | 5,374 | 278 | 5.5% | $2.25万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $43.57万 | 0.00% | 9,287 | -1,115 | -10.7% | -$5.23万 | 减仓 |
| — | ISHARES TR | $43.56万 | 0.00% | 16,394 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $43.52万 | 0.00% | 1,629 | 1,629 | — | $43.52万 | 新建仓 |
| FROG | JFROG LTD | $43.49万 | 0.00% | 9,265 | 9,265 | — | $43.49万 | 新建仓 |
| BBDC | BARINGS BDC INC | $43.46万 | 0.00% | 52,801 | -552 | -1.0% | -$4,543 | 减仓 |
| DBEF | DBX ETF TR | $43.24万 | 0.00% | 8,753 | 2,521 | 40.5% | $12.45万 | 加仓 |
| AN | AUTONATION INC | $43.24万 | 0.00% | 2,213 | -553 | -20.0% | -$10.80万 | 减仓 |
| OIH | VANECK ETF TRUST | $43.18万 | 0.00% | 1,068 | -6,634 | -86.1% | -$268.24万 | 减仓 |
| AZZ | AZZ INC | $43.02万 | 0.00% | 3,438 | 805 | 30.6% | $10.07万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $42.92万 | 0.00% | 16,320 | -81,163 | -83.3% | -$213.47万 | 减仓 |
| EBAY | EBAY INC. 看跌期权 | $42.78万 | 0.00% | 4,700 | -300 | -6.0% | -$2.73万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $42.71万 | 0.00% | 2,263 | 2,263 | — | $42.71万 | 新建仓 |
| GOVT | ISHARES TR | $42.68万 | 0.00% | 18,628 | -467 | -2.4% | -$1.07万 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $42.64万 | 0.00% | 5,854 | 1,085 | 22.8% | $7.90万 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $42.54万 | 0.00% | 37,512 | -41,575 | -52.6% | -$47.15万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $42.44万 | 0.00% | 2,149 | -4,479 | -67.6% | -$88.46万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $42.39万 | 0.00% | 22,886 | -4,828 | -17.4% | -$8.94万 | 减仓 |
| AXP | AMERICAN EXPRESS CO 看跌期权 | $42.35万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $42.31万 | 0.00% | 3,683 | 3,683 | — | $42.31万 | 新建仓 |
| JBS | JBS N.V. | $41.99万 | 0.00% | 23,380 | -129 | -0.5% | -$2,317 | 减仓 |
| — | AIR LEASE CORP | $41.97万 | 0.00% | 6,451 | 6,451 | — | $41.97万 | 新建仓 |
| KOMP | SPDR SERIES TRUST | $41.97万 | 0.00% | 7,177 | -30,848 | -81.1% | -$180.39万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $41.72万 | 0.00% | 4,444 | 239 | 5.7% | $2.24万 | 加仓 |
| — | TRIPLEPOINT VENTURE GROWTH B | $41.70万 | 0.00% | 83,570 | 0 | 0.0% | — | 不变 |
| IVES | WEDBUSH SER TR | $41.62万 | 0.00% | 14,668 | 527 | 3.7% | $1.50万 | 加仓 |