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 |
|---|---|---|---|---|---|---|---|---|
| CCI | CROWN CASTLE INC | $41.59万 | 0.00% | 5,112 | -2,503 | -32.9% | -$20.36万 | 减仓 |
| IXN | ISHARES TR | $41.57万 | 0.00% | 4,158 | -3,655 | -46.8% | -$36.54万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC 看跌期权 | $41.54万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC 看跌期权 | $41.49万 | 0.00% | 900 | -400 | -30.8% | -$18.44万 | 减仓 |
| ESML | ISHARES TR | $41.48万 | 0.00% | 8,823 | 275 | 3.2% | $1.29万 | 加仓 |
| IYJ | ISHARES TR | $41.14万 | 0.00% | 2,788 | -2,062 | -42.5% | -$30.42万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $41.10万 | 0.00% | 7,423 | -1,546 | -17.2% | -$8.56万 | 减仓 |
| CPRT | COPART INC | $41.09万 | 0.00% | 12,377 | -5,766 | -31.8% | -$19.14万 | 减仓 |
| EEMV | ISHARES INC | $41.00万 | 0.00% | 6,334 | -15 | -0.2% | -$971 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $40.90万 | 0.00% | 3,116 | 1,050 | 50.8% | $13.78万 | 加仓 |
| GLW | CORNING INC 看跌期权 | $40.79万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $40.70万 | 0.00% | 10,200 | 1,985 | 24.2% | $7.92万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $40.62万 | 0.00% | 7,907 | 2,078 | 35.6% | $10.68万 | 加仓 |
| USHY | ISHARES TR | $40.58万 | 0.00% | 11,013 | 4,392 | 66.3% | $16.18万 | 加仓 |
| BSY | BENTLEY SYS INC | $40.34万 | 0.00% | 11,486 | 11,486 | — | $40.34万 | 新建仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $40.13万 | 0.00% | 37,538 | -274,537 | -88.0% | -$293.49万 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $40.12万 | 0.00% | 9,784 | 168 | 1.7% | $6,890 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $40.12万 | 0.00% | 20,445 | 33 | 0.2% | $648 | 加仓 |
| PANW | PALO ALTO NETWORKS INC 看跌期权 | $40.08万 | 0.00% | 2,500 | -2,000 | -44.4% | -$32.06万 | 减仓 |
| CNC | CENTENE CORP DEL | $40.04万 | 0.00% | 12,230 | 2,095 | 20.7% | $6.86万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $39.85万 | 0.00% | 3,025 | 1,189 | 64.8% | $15.66万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $39.75万 | 0.00% | 6,118 | 6,118 | — | $39.75万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $39.65万 | 0.00% | 4,259 | 648 | 17.9% | $6.03万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $39.64万 | 0.00% | 8,061 | 13 | 0.2% | $639 | 加仓 |
| — | GATES INDL CORP PLC | $39.59万 | 0.00% | 17,511 | 3,442 | 24.5% | $7.78万 | 加仓 |
| OSCR | OSCAR HEALTH INC 看涨期权 | $39.57万 | 0.00% | 34,500 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $39.54万 | 0.00% | 8,581 | -2,729 | -24.1% | -$12.57万 | 减仓 |
| IBN | ICICI BANK LIMITED | $39.44万 | 0.00% | 15,226 | 1,659 | 12.2% | $4.30万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO 看跌期权 | $39.42万 | 0.00% | 6,500 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $39.36万 | 0.00% | 8,310 | 305 | 3.8% | $1.44万 | 加仓 |
| — | INVESCO DB US DLR INDEX TR | $39.27万 | 0.00% | 21,818 | 11,161 | 104.7% | $20.09万 | 加仓 |
| ILOW | AB ACTIVE ETFS INC | $39.18万 | 0.00% | 9,184 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $39.05万 | 0.00% | 1,180 | 463 | 64.6% | $15.32万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP 看涨期权 | $39.00万 | 0.00% | 24,500 | -4,000 | -14.0% | -$6.37万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $38.98万 | 0.00% | 206 | 22 | 12.0% | $4.16万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $38.92万 | 0.00% | 14,461 | 3,009 | 26.3% | $8.10万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $38.79万 | 0.00% | 25,774 | 7,101 | 38.0% | $10.69万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $38.70万 | 0.00% | 17,755 | 7,225 | 68.6% | $15.75万 | 加仓 |
| — | ISHARES TR | $38.65万 | 0.00% | 5,937 | 45 | 0.8% | $2,930 | 加仓 |
| VRSN | VERISIGN INC | $38.60万 | 0.00% | 1,551 | -542 | -25.9% | -$13.49万 | 减仓 |
| EPP | ISHARES INC | $38.48万 | 0.00% | 7,241 | -91 | -1.2% | -$4,836 | 减仓 |
| SLGN | SILGAN HLDGS INC | $38.43万 | 0.00% | 9,903 | 1,367 | 16.0% | $5.30万 | 加仓 |
| FTMH | PUTNAM ETF TRUST | $38.39万 | 0.00% | 33,300 | 0 | 0.0% | — | 不变 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $38.34万 | 0.00% | 22,864 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $38.09万 | 0.00% | 11,582 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $38.01万 | 0.00% | 5,219 | -3,199 | -38.0% | -$23.30万 | 减仓 |
| UBS | UBS GROUP AG | $38.01万 | 0.00% | 9,727 | 1,142 | 13.3% | $4.46万 | 加仓 |
| VICI | VICI PPTYS INC | $37.96万 | 0.00% | 13,747 | -19,920 | -59.2% | -$55.01万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $37.87万 | 0.00% | 11,412 | 588 | 5.4% | $1.95万 | 加仓 |
| VTRS | VIATRIS INC | $37.73万 | 0.00% | 27,922 | -5,048 | -15.3% | -$6.82万 | 减仓 |
| D | DOMINION ENERGY INC 看跌期权 | $37.71万 | 0.00% | 6,100 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $37.70万 | 0.00% | 1,153 | 355 | 44.5% | $11.61万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $37.69万 | 0.00% | 2,234 | 2,234 | — | $37.69万 | 新建仓 |
| OPLN | OPENLANE INC | $37.59万 | 0.00% | 12,897 | 1,614 | 14.3% | $4.70万 | 加仓 |
| VRT | VERTIV HOLDINGS CO 看跌期权 | $37.59万 | 0.00% | 1,500 | 1,500 | — | $37.59万 | 新建仓 |
| ICUI | ICU MED INC | $37.58万 | 0.00% | 2,910 | 431 | 17.4% | $5.57万 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $37.43万 | 0.00% | 1,132 | 197 | 21.1% | $6.51万 | 加仓 |
| CAR | AVIS BUDGET GROUP INC | $37.39万 | 0.00% | 2,563 | 2,563 | — | $37.39万 | 新建仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $37.35万 | 0.00% | 30,952 | 326 | 1.1% | $3,934 | 加仓 |
| RBRK | RUBRIK INC. | $37.07万 | 0.00% | 7,570 | 5,003 | 194.9% | $24.50万 | 加仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $37.02万 | 0.00% | 1,000 | -5,500 | -84.6% | -$203.59万 | 减仓 |
| EPR | EPR PPTYS | $36.91万 | 0.00% | 7,339 | -1,141 | -13.5% | -$5.74万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $36.71万 | 0.00% | 1,375 | -883 | -39.1% | -$23.58万 | 减仓 |
| TQQQ | PROSHARES TR 看跌期权 | $36.68万 | 0.00% | 8,800 | 3,200 | 57.1% | $13.34万 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $36.61万 | 0.00% | 29,267 | 29,267 | — | $36.61万 | 新建仓 |
| AVA | AVISTA CORP | $36.53万 | 0.00% | 9,099 | 1,158 | 14.6% | $4.65万 | 加仓 |
| WKC | WORLD KINECT CORPORATION | $36.51万 | 0.00% | 15,690 | 5,186 | 49.4% | $12.07万 | 加仓 |
| FXI | ISHARES TR | $36.39万 | 0.00% | 10,136 | -14,640 | -59.1% | -$52.57万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $36.34万 | 0.00% | 4,007 | 1,789 | 80.7% | $16.22万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $36.29万 | 0.00% | 3,830 | -201 | -5.0% | -$1.90万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $36.19万 | 0.00% | 2,196 | -326 | -12.9% | -$5.37万 | 减仓 |
| WLY | WILEY JOHN & SONS INC | $36.13万 | 0.00% | 9,483 | 3,704 | 64.1% | $14.11万 | 加仓 |
| DVA | DAVITA INC | $36.10万 | 0.00% | 2,349 | -121 | -4.9% | -$1.86万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC 看涨期权 | $36.04万 | 0.00% | 5,200 | 0 | 0.0% | — | 不变 |
| — | SP FUNDS TRUST | $35.99万 | 0.00% | 12,762 | 1,267 | 11.0% | $3.57万 | 加仓 |
| EVR | EVERCORE INC | $35.90万 | 0.00% | 1,203 | 82 | 7.3% | $2.45万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $35.60万 | 0.00% | 4,971 | 0 | 0.0% | — | 不变 |
| — | PATRIOT NATL BANCORP INC | $35.52万 | 0.00% | 275,385 | 0 | 0.0% | — | 不变 |
| 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 |
| MOG/A | MOOG INC | $35.41万 | 0.00% | 1,210 | 1,210 | — | $35.41万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $35.26万 | 0.00% | 9,161 | 9,161 | — | $35.26万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $35.20万 | 0.00% | 7,214 | 451 | 6.7% | $2.20万 | 加仓 |
| TXNM | TXNM ENERGY INC | $35.18万 | 0.00% | 6,018 | 105 | 1.8% | $6,138 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $35.03万 | 0.00% | 3,191 | 3,191 | — | $35.03万 | 新建仓 |
| EVTC | EVERTEC INC | $34.99万 | 0.00% | 12,398 | 3,239 | 35.4% | $9.14万 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $34.97万 | 0.00% | 17,606 | 3,302 | 23.1% | $6.56万 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $34.96万 | 0.00% | 11,398 | 1,684 | 17.3% | $5.17万 | 加仓 |
| KHC | KRAFT HEINZ CO | $34.81万 | 0.00% | 15,474 | -20,416 | -56.9% | -$45.92万 | 减仓 |
| — | BLACKROCK FLOATING RATE INCO | $34.68万 | 0.00% | 31,473 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $34.61万 | 0.00% | 2,710 | 359 | 15.3% | $4.59万 | 加仓 |
| PSX | PHILLIPS 66 看跌期权 | $34.61万 | 0.00% | 1,900 | 0 | 0.0% | — | 不变 |
| GRBK | GREEN BRICK PARTNERS INC | $34.55万 | 0.00% | 5,361 | -1,644 | -23.5% | -$10.60万 | 减仓 |
| ECHO | ECHOSTAR CORP | $34.49万 | 0.00% | 2,946 | -7,855 | -72.7% | -$91.96万 | 减仓 |
| CWB | SPDR SERIES TRUST | $34.48万 | 0.00% | 3,768 | -15 | -0.4% | -$1,373 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $34.30万 | 0.00% | 7,826 | -7,752 | -49.8% | -$33.98万 | 减仓 |
| STIP | ISHARES TR | $34.29万 | 0.00% | 3,315 | 243 | 7.9% | $2.51万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $34.20万 | 0.00% | 2,920 | 2,920 | — | $34.20万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $34.09万 | 0.00% | 8,816 | 368 | 4.4% | $1.42万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $34.01万 | 0.00% | 12,765 | 2,160 | 20.4% | $5.76万 | 加仓 |