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 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | $2,034.76万 | 0.06% | 149,646 | 124 | 0.1% | $1.69万 | 加仓 |
| DDWM | WISDOMTREE TR | $2,019.79万 | 0.06% | 457,898 | 14,992 | 3.4% | $66.13万 | 加仓 |
| NVT | NVENT ELEC PLC | $1,979.77万 | 0.06% | 167,379 | -20,192 | -10.8% | -$238.83万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,978.51万 | 0.06% | 118,698 | -8,149 | -6.4% | -$135.83万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,971.57万 | 0.06% | 642,572 | -557,570 | -46.5% | -$1,710.76万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,966.41万 | 0.06% | 39,978 | -4,116 | -9.3% | -$202.46万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,943.00万 | 0.06% | 43,511 | -10,086 | -18.8% | -$450.39万 | 减仓 |
| DIS | DISNEY WALT CO | $1,940.24万 | 0.06% | 201,309 | -7,862 | -3.8% | -$75.77万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,931.04万 | 0.06% | 122,776 | -30,482 | -19.9% | -$479.43万 | 减仓 |
| EWG | ISHARES INC | $1,927.18万 | 0.06% | 485,803 | 304,946 | 168.6% | $1,209.72万 | 加仓 |
| WFC | WELLS FARGO & CO | $1,918.26万 | 0.06% | 240,951 | -23,588 | -8.9% | -$187.79万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,885.63万 | 0.06% | 251,081 | -19,595 | -7.2% | -$147.16万 | 减仓 |
| VLUE | ISHARES TR | $1,881.70万 | 0.06% | 132,336 | -24,814 | -15.8% | -$352.83万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,877.02万 | 0.06% | 243,199 | 34,167 | 16.3% | $263.70万 | 加仓 |
| EWT | ISHARES INC | $1,871.32万 | 0.06% | 263,861 | 160,994 | 156.5% | $1,141.78万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $1,863.85万 | 0.06% | 417,249 | -2,327 | -0.6% | -$10.39万 | 减仓 |
| EQIX | EQUINIX INC | $1,856.33万 | 0.06% | 18,936 | 7,528 | 66.0% | $737.98万 | 加仓 |
| — | RBB FD INC | $1,839.98万 | 0.06% | 364,739 | -1,085 | -0.3% | -$5.47万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1,809.30万 | 0.06% | 119,963 | 88,003 | 275.4% | $1,327.27万 | 加仓 |
| VDC | VANGUARD WORLD FD | $1,795.94万 | 0.05% | 79,964 | 4,054 | 5.3% | $91.05万 | 加仓 |
| SGOV | ISHARES TR | $1,793.72万 | 0.05% | 178,195 | -37,893 | -17.5% | -$381.43万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $1,793.03万 | 0.05% | 390,723 | -70,324 | -15.3% | -$322.72万 | 减仓 |
| AIQ | GLOBAL X FDS | $1,789.62万 | 0.05% | 383,462 | 40,451 | 11.8% | $188.78万 | 加仓 |
| — | RBB FD INC | $1,773.25万 | 0.05% | 349,669 | -19,583 | -5.3% | -$99.31万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,771.57万 | 0.05% | 366,585 | -109,543 | -23.0% | -$529.38万 | 减仓 |
| EWL | ISHARES INC | $1,726.12万 | 0.05% | 293,507 | 179,023 | 156.4% | $1,052.84万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,712.55万 | 0.05% | 341,142 | 239 | 0.1% | $1.20万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,689.81万 | 0.05% | 359,916 | 7,008 | 2.0% | $32.90万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,680.74万 | 0.05% | 120,592 | -2,772 | -2.2% | -$38.63万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,665.16万 | 0.05% | 85,770 | -17,973 | -17.3% | -$348.93万 | 减仓 |
| SIZE | ISHARES TR | $1,653.46万 | 0.05% | 103,690 | -6,224 | -5.7% | -$99.25万 | 减仓 |
| VAW | VANGUARD WORLD FD | $1,639.89万 | 0.05% | 72,773 | 3,446 | 5.0% | $77.65万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,632.68万 | 0.05% | 178,162 | 129,947 | 269.5% | $1,190.84万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,626.76万 | 0.05% | 183,400 | 27,393 | 17.6% | $242.98万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,617.49万 | 0.05% | 358,487 | 358,487 | — | $1,617.49万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,572.16万 | 0.05% | 635,214 | -55,450 | -8.0% | -$137.24万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,567.79万 | 0.05% | 208,510 | -4,120 | -1.9% | -$30.98万 | 减仓 |
| TSLA | TESLA INC 看跌期权 | $1,565.07万 | 0.05% | 42,100 | -20,600 | -32.9% | -$765.80万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,543.87万 | 0.05% | 46,877 | -5,549 | -10.6% | -$182.75万 | 减仓 |
| BOTZ | GLOBAL X FDS | $1,542.15万 | 0.05% | 464,224 | 5,459 | 1.2% | $18.13万 | 加仓 |
| GOOG | ALPHABET INC 看跌期权 | $1,534.70万 | 0.05% | 53,500 | -6,200 | -10.4% | -$177.85万 | 减仓 |
| DVY | ISHARES TR | $1,534.53万 | 0.05% | 101,349 | -11,857 | -10.5% | -$179.53万 | 减仓 |
| IGIB | ISHARES TR | $1,529.22万 | 0.05% | 287,338 | -65,559 | -18.6% | -$348.91万 | 减仓 |
| INTC | INTEL CORP | $1,528.30万 | 0.05% | 346,314 | 21,301 | 6.6% | $94.00万 | 加仓 |
| GDX | VANECK ETF TRUST | $1,515.33万 | 0.05% | 165,121 | -5,143 | -3.0% | -$47.20万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1,514.65万 | 0.05% | 255,766 | 16,104 | 6.7% | $95.37万 | 加仓 |
| LIN | LINDE PLC | $1,513.65万 | 0.05% | 30,530 | -4,197 | -12.1% | -$208.08万 | 减仓 |
| FTNT | FORTINET INC | $1,512.24万 | 0.05% | 185,050 | 21,528 | 13.2% | $175.93万 | 加仓 |
| GOOGL | ALPHABET INC 看跌期权 | $1,480.93万 | 0.05% | 51,500 | -13,100 | -20.3% | -$376.70万 | 减仓 |
| IBMO | ISHARES TR | $1,457.67万 | 0.04% | 568,737 | 189,064 | 49.8% | $484.57万 | 加仓 |
| IBDW | ISHARES TR | $1,457.66万 | 0.04% | 696,445 | -15,615 | -2.2% | -$32.68万 | 减仓 |
| VPU | VANGUARD WORLD FD | $1,448.24万 | 0.04% | 73,090 | 2,711 | 3.9% | $53.72万 | 加仓 |
| MUB | ISHARES TR | $1,443.82万 | 0.04% | 136,015 | -2,623 | -1.9% | -$27.84万 | 减仓 |
| USRT | ISHARES TR | $1,442.37万 | 0.04% | 243,684 | -1,674 | -0.7% | -$9.91万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,433.47万 | 0.04% | 290,350 | -39,393 | -11.9% | -$194.48万 | 减仓 |
| APH | AMPHENOL CORP | $1,430.55万 | 0.04% | 113,115 | -52,822 | -31.8% | -$668.03万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1,429.31万 | 0.04% | 44,580 | 4,475 | 11.2% | $143.48万 | 加仓 |
| INDA | ISHARES TR | $1,428.00万 | 0.04% | 304,868 | 154,999 | 103.4% | $726.02万 | 加仓 |
| IBMQ | ISHARES TR | $1,427.18万 | 0.04% | 559,021 | 338,361 | 153.3% | $863.84万 | 加仓 |
| IBMP | ISHARES TR | $1,426.02万 | 0.04% | 560,542 | 192,595 | 52.3% | $489.96万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,425.68万 | 0.04% | 75,083 | -20,031 | -21.1% | -$380.35万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,424.15万 | 0.04% | 279,354 | -4,462 | -1.6% | -$22.75万 | 减仓 |
| IEI | ISHARES TR | $1,398.65万 | 0.04% | 117,929 | -31,496 | -21.1% | -$373.55万 | 减仓 |
| ASML | ASML HLDG NV | $1,382.56万 | 0.04% | 10,465 | -4,260 | -28.9% | -$562.80万 | 减仓 |
| IWM | ISHARES TR 看涨期权 | $1,378.88万 | 0.04% | 55,600 | -9,800 | -15.0% | -$243.04万 | 减仓 |
| INTU | INTUIT | $1,377.44万 | 0.04% | 31,853 | -720 | -2.2% | -$31.14万 | 减仓 |
| LOW | LOWES COS INC | $1,373.58万 | 0.04% | 58,132 | 8,991 | 18.3% | $212.45万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,366.31万 | 0.04% | 186,806 | -44,843 | -19.4% | -$327.98万 | 减仓 |
| — | SSGA ACTIVE TR | $1,361.27万 | 0.04% | 546,601 | 450,069 | 466.2% | $1,120.87万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,352.22万 | 0.04% | 186,615 | -35,061 | -15.8% | -$254.05万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,350.38万 | 0.04% | 19,793 | -1,019 | -4.9% | -$69.52万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,349.93万 | 0.04% | 137,874 | -15,767 | -10.3% | -$154.38万 | 减仓 |
| DON | WISDOMTREE TR | $1,333.62万 | 0.04% | 253,829 | -14,707 | -5.5% | -$77.27万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,317.74万 | 0.04% | 264,128 | 89 | 0.0% | $4,440 | 加仓 |
| TIP | ISHARES TR | $1,311.29万 | 0.04% | 118,816 | -66,032 | -35.7% | -$728.75万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,307.47万 | 0.04% | 181,767 | -35,642 | -16.4% | -$256.38万 | 减仓 |
| UNP | UNION PAC CORP | $1,303.15万 | 0.04% | 53,708 | -10,854 | -16.8% | -$263.36万 | 减仓 |
| USB | US BANCORP | $1,299.35万 | 0.04% | 248,772 | 59,230 | 31.2% | $309.36万 | 加仓 |
| ACWX | ISHARES TR | $1,298.52万 | 0.04% | 189,648 | 1,930 | 1.0% | $13.21万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,280.15万 | 0.04% | 30,718 | 16,951 | 123.1% | $706.42万 | 加仓 |
| IJS | ISHARES TR | $1,280.07万 | 0.04% | 108,067 | 6,539 | 6.4% | $77.46万 | 加仓 |
| EWY | ISHARES INC | $1,271.44万 | 0.04% | 103,359 | 53,203 | 106.1% | $654.46万 | 加仓 |
| T | AT&T INC | $1,266.68万 | 0.04% | 436,936 | -73,744 | -14.4% | -$213.78万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,258.39万 | 0.04% | 432,733 | -18,028 | -4.0% | -$52.43万 | 减仓 |
| DGRS | WISDOMTREE TR | $1,247.64万 | 0.04% | 235,589 | -15,739 | -6.3% | -$83.35万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,219.42万 | 0.04% | 83,641 | 37 | 0.0% | $5,394 | 加仓 |
| IDV | ISHARES TR | $1,213.80万 | 0.04% | 285,197 | 211,570 | 287.4% | $900.45万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,213.68万 | 0.04% | 153,512 | 18,553 | 13.7% | $146.68万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,207.54万 | 0.04% | 163,977 | 4,253 | 2.7% | $31.32万 | 加仓 |
| IJT | ISHARES TR | $1,196.22万 | 0.04% | 82,662 | 8,765 | 11.9% | $126.84万 | 加仓 |
| EWA | ISHARES INC | $1,195.55万 | 0.04% | 430,674 | 268,761 | 166.0% | $746.08万 | 加仓 |
| SCZ | ISHARES TR | $1,194.15万 | 0.04% | 152,294 | 119,774 | 368.3% | $939.16万 | 加仓 |
| EEM | ISHARES TR | $1,178.43万 | 0.04% | 207,506 | -20,935 | -9.2% | -$118.89万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,176.65万 | 0.04% | 306,258 | -40,914 | -11.8% | -$157.19万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1,151.80万 | 0.04% | 278,448 | -110 | -0.0% | -$4,550 | 减仓 |
| META | META PLATFORMS INC 看跌期权 | $1,149.98万 | 0.04% | 20,100 | -1,300 | -6.1% | -$74.38万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,147.48万 | 0.04% | 229,526 | -127,877 | -35.8% | -$639.30万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $1,139.41万 | 0.03% | 632,530 | 15,570 | 2.5% | $28.05万 | 加仓 |
| BA | BOEING CO | $1,117.02万 | 0.03% | 56,122 | -3,437 | -5.8% | -$68.41万 | 减仓 |
| C | CITIGROUP INC | $1,112.38万 | 0.03% | 98,082 | -19,943 | -16.9% | -$226.18万 | 减仓 |