Lido Advisors, LLC
Los Angeles CA · SEC CIK 0001650150
$368.31亿2026Q2 申报市值
2,120持仓数
44.0%前十大占比 · 第一大 9.7%
286 / 182新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MYCH 加仓+$2.49亿
JIRE 加仓+$1.22亿
BJUN 加仓+$6,503.94万
MU 加仓+$4,690.47万
FIRST TR EXCHNG 新建仓+$4,687.78万
2026Q2 卖出最多 按季末市值估算
BSCR 减仓-$3.10亿
ISHARES TR 减仓-$1.73亿
SPY 减仓-$1.21亿
BSCQ 减仓-$1.07亿
SCHG 减仓-$8,287.77万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| JEMA | J P MORGAN EXCHANGE TRADED F | $4,940.73万 | 0.13% | 773,438 | 287,926 | 59.3% | $1,839.27万 | 加仓 |
| WAB | WABTEC 看跌期权 | $4,914.81万 | 0.13% | 182,300 | 182,300 | — | $4,914.81万 | 新建仓 |
| MRK | MERCK & CO INC | $4,890.13万 | 0.13% | 378,859 | 48,658 | 14.7% | $628.05万 | 加仓 |
| IWB | ISHARES TR | $4,852.13万 | 0.13% | 118,488 | -154,011 | -56.5% | -$6,306.81万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $4,687.78万 | 0.13% | 1,568,133 | 1,568,133 | — | $4,687.78万 | 新建仓 |
| VGUS | VANGUARD INSTL INDEX FD | $4,673.49万 | 0.13% | 617,696 | 617,696 | — | $4,673.49万 | 新建仓 |
| ETN | EATON CORP PLC | $4,637.97万 | 0.13% | 108,840 | -878 | -0.8% | -$37.41万 | 减仓 |
| MCK | MCKESSON CORP | $4,539.46万 | 0.12% | 60,019 | -1,031 | -1.7% | -$77.98万 | 减仓 |
| VFH | VANGUARD WORLD FD | $4,533.53万 | 0.12% | 344,493 | 10,970 | 3.3% | $144.37万 | 加仓 |
| MS | MORGAN STANLEY | $4,496.84万 | 0.12% | 215,117 | 6,922 | 3.3% | $144.70万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $4,456.16万 | 0.12% | 482,946 | -19,660 | -3.9% | -$181.40万 | 减仓 |
| CRM | SALESFORCE INC | $4,445.62万 | 0.12% | 283,141 | 23,547 | 9.1% | $369.71万 | 加仓 |
| MGK | VANGUARD WORLD FD | $4,394.12万 | 0.12% | 499,842 | -16,028 | -3.1% | -$140.90万 | 减仓 |
| KRMN | KARMAN HLDGS INC 看跌期权 | $4,343.04万 | 0.12% | 870,000 | 300,000 | 52.6% | $1,497.60万 | 加仓 |
| IEMG | ISHARES INC | $4,327.24万 | 0.12% | 522,313 | -28,716 | -5.2% | -$237.91万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $4,273.78万 | 0.12% | 270,440 | 11,974 | 4.6% | $189.23万 | 加仓 |
| PWR | QUANTA SVCS INC | $4,206.19万 | 0.11% | 58,416 | -4,643 | -7.4% | -$334.31万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $4,111.60万 | 0.11% | 280,384 | 12,849 | 4.8% | $188.42万 | 加仓 |
| ORCL | ORACLE CORP | $4,101.46万 | 0.11% | 279,865 | 12,117 | 4.5% | $177.58万 | 加仓 |
| VIS | VANGUARD WORLD FD | $4,064.93万 | 0.11% | 112,796 | 2,746 | 2.5% | $98.96万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $4,063.52万 | 0.11% | 968,750 | -79,462 | -7.6% | -$333.31万 | 减仓 |
| CVX | CHEVRON CORPORATION | $4,018.54万 | 0.11% | 242,427 | 9,924 | 4.3% | $164.50万 | 加仓 |
| AMZN | AMAZON COM INC 看跌期权 | $4,013.65万 | 0.11% | 168,400 | 19,800 | 13.3% | $471.91万 | 加仓 |
| IJK | ISHARES TR | $3,980.55万 | 0.11% | 338,768 | 31,072 | 10.1% | $365.10万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3,941.04万 | 0.11% | 308,350 | -22,555 | -6.8% | -$288.28万 | 减仓 |
| VV | VANGUARD INDEX FDS | $3,881.83万 | 0.11% | 112,873 | -81,424 | -41.9% | -$2,800.26万 | 减仓 |
| IJJ | ISHARES TR | $3,880.17万 | 0.11% | 262,650 | 86,055 | 48.7% | $1,271.30万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,867.63万 | 0.11% | 127,593 | -18,510 | -12.7% | -$561.08万 | 减仓 |
| VHT | VANGUARD WORLD FD | $3,855.15万 | 0.10% | 128,929 | 2,200 | 1.7% | $65.78万 | 加仓 |
| DE | DEERE & CO | $3,805.33万 | 0.10% | 59,862 | -1,898 | -3.1% | -$120.65万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $3,751.00万 | 0.10% | 129,598 | -12,475 | -8.8% | -$361.07万 | 减仓 |
| IGM | ISHARES TR | $3,748.06万 | 0.10% | 229,127 | -345 | -0.2% | -$5.64万 | 减仓 |
| BLK | BLACKROCK INC | $3,727.49万 | 0.10% | 38,764 | 2,768 | 7.7% | $266.17万 | 加仓 |
| SGOV | ISHARES TR | $3,727.17万 | 0.10% | 370,237 | 192,042 | 107.8% | $1,933.28万 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $3,696.00万 | 0.10% | 631,686 | -22,977 | -3.5% | -$134.44万 | 减仓 |
| GLD | SPDR GOLD TR | $3,615.23万 | 0.10% | 98,136 | -179,359 | -64.6% | -$6,607.40万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,603.03万 | 0.10% | 128,125 | 26,223 | 25.7% | $737.42万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $3,596.42万 | 0.10% | 1,857,655 | 1,857,655 | — | $3,596.42万 | 新建仓 |
| MTUM | ISHARES TR | $3,590.57万 | 0.10% | 104,732 | -50,492 | -32.5% | -$1,731.04万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $3,581.56万 | 0.10% | 50,859 | -3,483 | -6.4% | -$245.28万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3,570.64万 | 0.10% | 36,974 | 19,271 | 108.9% | $1,861.03万 | 加仓 |
| VCR | VANGUARD WORLD FD | $3,554.22万 | 0.10% | 89,614 | 1,434 | 1.6% | $56.87万 | 加仓 |
| EWU | ISHARES TR | $3,495.80万 | 0.09% | 757,648 | 96,197 | 14.5% | $443.85万 | 加仓 |
| IBDV | ISHARES TR | $3,488.06万 | 0.09% | 1,600,025 | -380,259 | -19.2% | -$828.97万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,468.07万 | 0.09% | 685,795 | -924,044 | -57.4% | -$4,672.90万 | 减仓 |
| VOX | VANGUARD WORLD FD | $3,465.30万 | 0.09% | 188,381 | 853 | 0.5% | $15.69万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3,442.36万 | 0.09% | 118,459 | 8,210 | 7.4% | $238.58万 | 加仓 |
| QCOM | QUALCOMM INC | $3,435.78万 | 0.09% | 185,925 | -3,408 | -1.8% | -$62.98万 | 减仓 |
| ACWI | ISHARES TR | $3,420.92万 | 0.09% | 217,934 | -1,812 | -0.8% | -$28.44万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $3,366.86万 | 0.09% | 198,190 | 13,493 | 7.3% | $229.22万 | 加仓 |
| KO | COCA COLA CO | $3,355.99万 | 0.09% | 410,679 | 76,424 | 22.9% | $624.52万 | 加仓 |
| GLW | CORNING INC | $3,347.26万 | 0.09% | 131,043 | -18,603 | -12.4% | -$475.18万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,276.03万 | 0.09% | 548,839 | -63,575 | -10.4% | -$379.48万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $3,261.46万 | 0.09% | 1,113,126 | -45,492 | -3.9% | -$133.29万 | 减仓 |
| EFA | ISHARES TR | $3,234.45万 | 0.09% | 311,358 | -1,921 | -0.6% | -$19.96万 | 减仓 |
| PFFD | GLOBAL X FDS | $3,226.17万 | 0.09% | 1,726,148 | 83,265 | 5.1% | $155.62万 | 加仓 |
| BAC | BANK OF AMER CORP | $3,225.28万 | 0.09% | 566,034 | 61,567 | 12.2% | $350.81万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $3,222.25万 | 0.09% | 551,566 | -18,990 | -3.3% | -$110.94万 | 减仓 |
| COP | CONOCOPHILLIPS | $3,145.50万 | 0.09% | 302,564 | 15,252 | 5.3% | $158.56万 | 加仓 |
| EWT | ISHARES INC | $3,087.43万 | 0.08% | 284,267 | 20,406 | 7.7% | $221.63万 | 加仓 |
| QUAL | ISHARES TR | $3,045.23万 | 0.08% | 138,778 | 4,042 | 3.0% | $88.69万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,023.87万 | 0.08% | 99,807 | 94,515 | 1,786.0% | $2,863.54万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,954.06万 | 0.08% | 138,837 | 4,262 | 3.2% | $90.68万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,951.47万 | 0.08% | 277,628 | -1,455 | -0.5% | -$15.47万 | 减仓 |
| MCD | MCDONALDS CORP | $2,924.29万 | 0.08% | 108,180 | 6,706 | 6.6% | $181.27万 | 加仓 |
| SNOW | SNOWFLAKE INC | $2,906.70万 | 0.08% | 114,212 | -5,751 | -4.8% | -$146.36万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2,899.29万 | 0.08% | 330,323 | -700 | -0.2% | -$6.14万 | 减仓 |
| TJX | TJX COS INC NEW | $2,879.71万 | 0.08% | 190,066 | 5,671 | 3.1% | $85.92万 | 加仓 |
| PEP | PEPSICO INC | $2,876.19万 | 0.08% | 212,417 | 40,900 | 23.8% | $553.80万 | 加仓 |
| GOOGL | ALPHABET INC 看跌期权 | $2,862.53万 | 0.08% | 80,100 | 28,600 | 55.5% | $1,022.08万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $2,851.32万 | 0.08% | 234,831 | -42,121 | -15.2% | -$511.43万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,846.54万 | 0.08% | 503,990 | 40,538 | 8.7% | $228.96万 | 加仓 |
| AMGN | AMGEN INC | $2,823.56万 | 0.08% | 77,970 | -395 | -0.5% | -$14.30万 | 减仓 |
| IWP | ISHARES TR | $2,819.90万 | 0.08% | 192,603 | -633 | -0.3% | -$9.27万 | 减仓 |
| FTNT | FORTINET INC | $2,760.33万 | 0.07% | 179,684 | -5,366 | -2.9% | -$82.43万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $2,759.83万 | 0.07% | 77,906 | -4,588 | -5.6% | -$162.53万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2,736.37万 | 0.07% | 317,049 | -6,458 | -2.0% | -$55.74万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $2,712.24万 | 0.07% | 80,183 | 2,937 | 3.8% | $99.35万 | 加仓 |
| VLUE | ISHARES TR | $2,707.88万 | 0.07% | 135,522 | 3,186 | 2.4% | $63.66万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2,676.03万 | 0.07% | 108,688 | -27,113 | -20.0% | -$667.55万 | 减仓 |
| NOW | SERVICENOW INC | $2,654.16万 | 0.07% | 267,340 | 3,944 | 1.5% | $39.16万 | 加仓 |
| TXN | TEXAS INSTRS INC | $2,639.83万 | 0.07% | 88,562 | 2,792 | 3.3% | $83.22万 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $2,630.02万 | 0.07% | 1,096,756 | 1,096,756 | — | $2,630.02万 | 新建仓 |
| WFC | WELLS FARGO & CO | $2,575.63万 | 0.07% | 311,667 | 70,716 | 29.3% | $584.40万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,568.13万 | 0.07% | 886,785 | 40,391 | 4.8% | $116.97万 | 加仓 |
| IWM | ISHARES TR 看跌期权 | $2,550.82万 | 0.07% | 84,900 | 49,200 | 137.8% | $1,478.21万 | 加仓 |
| CB | CHUBB LIMITED | $2,538.34万 | 0.07% | 74,326 | 5,078 | 7.3% | $173.42万 | 加仓 |
| NVT | NVENT ELEC PLC | $2,529.37万 | 0.07% | 149,128 | -18,251 | -10.9% | -$309.56万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $2,528.12万 | 0.07% | 49,622 | 10,674 | 27.4% | $543.81万 | 加仓 |
| MCHI | ISHARES TR | $2,517.38万 | 0.07% | 493,360 | 77,064 | 18.5% | $393.22万 | 加仓 |
| EWQ | ISHARES INC | $2,505.90万 | 0.07% | 551,592 | 75,317 | 15.8% | $342.17万 | 加仓 |
| C | CITIGROUP INC | $2,498.72万 | 0.07% | 178,527 | 80,445 | 82.0% | $1,125.93万 | 加仓 |
| EWC | ISHARES INC | $2,496.67万 | 0.07% | 433,145 | 52,278 | 13.7% | $301.33万 | 加仓 |
| MO | ALTRIA GROUP INC | $2,439.18万 | 0.07% | 334,405 | 10,368 | 3.2% | $75.63万 | 加仓 |
| USMV | ISHARES TR | $2,422.42万 | 0.07% | 251,132 | 1,932 | 0.8% | $18.64万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $2,413.90万 | 0.07% | 206,900 | -58,500 | -22.0% | -$682.52万 | 减仓 |
| VLO | VALERO ENERGY CORP | $2,362.64万 | 0.06% | 90,717 | 5,254 | 6.1% | $136.84万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,357.20万 | 0.06% | 99,618 | 135 | 0.1% | $3.19万 | 加仓 |
| SBUX | STARBUCKS CORP | $2,349.58万 | 0.06% | 229,918 | -15,272 | -6.2% | -$156.07万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $2,342.15万 | 0.06% | 54,284 | -767 | -1.4% | -$33.09万 | 减仓 |