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 |
|---|---|---|---|---|---|---|---|---|
| PR | PERMIAN RESOURCES CORP | $1,102.66万 | 0.03% | 517,194 | -318,628 | -38.1% | -$679.32万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1,101.42万 | 0.03% | 55,544 | -26,695 | -32.5% | -$529.35万 | 减仓 |
| SPGI | S&P GLOBAL INC | $1,099.58万 | 0.03% | 25,840 | -2,587 | -9.1% | -$110.09万 | 减仓 |
| SHOP | SHOPIFY INC | $1,086.92万 | 0.03% | 91,629 | -25,872 | -22.0% | -$306.90万 | 减仓 |
| HEFA | ISHARES TR | $1,079.27万 | 0.03% | 253,975 | -86,853 | -25.5% | -$369.08万 | 减仓 |
| URI | UNITED RENTALS INC | $1,060.15万 | 0.03% | 14,551 | -1,250 | -7.9% | -$91.07万 | 减仓 |
| HDV | ISHARES TR | $1,058.85万 | 0.03% | 78,016 | 410 | 0.5% | $5.56万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,055.74万 | 0.03% | 72,008 | -14,939 | -17.2% | -$219.03万 | 减仓 |
| FDX | FEDEX CORP | $1,042.44万 | 0.03% | 29,205 | 9,148 | 45.6% | $326.53万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $1,034.45万 | 0.03% | 108,422 | 108,422 | — | $1,034.45万 | 新建仓 |
| IYW | ISHARES TR | $1,032.71万 | 0.03% | 56,922 | -4,439 | -7.2% | -$80.53万 | 减仓 |
| VDE | VANGUARD WORLD FD | $1,030.90万 | 0.03% | 59,574 | 6,473 | 12.2% | $112.01万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1,028.38万 | 0.03% | 59,289 | -346 | -0.6% | -$6.00万 | 减仓 |
| IAT | ISHARES TR | $1,028.01万 | 0.03% | 190,938 | 190,938 | — | $1,028.01万 | 新建仓 |
| IAU | ISHARES GOLD TR | $1,024.95万 | 0.03% | 116,260 | 13,376 | 13.0% | $117.92万 | 加仓 |
| ECL | ECOLAB INC | $1,015.67万 | 0.03% | 38,097 | 1,573 | 4.3% | $41.94万 | 加仓 |
| MMM | 3M CO | $1,004.22万 | 0.03% | 69,145 | -3,704 | -5.1% | -$53.79万 | 减仓 |
| SO | SOUTHERN CO | $1,003.86万 | 0.03% | 104,003 | 7,704 | 8.0% | $74.36万 | 加仓 |
| SMH | VANECK ETF TRUST | $989.76万 | 0.03% | 25,815 | -30,895 | -54.5% | -$1,184.53万 | 减仓 |
| WELL | WELLTOWER INC | $986.23万 | 0.03% | 49,880 | -21,675 | -30.3% | -$428.56万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $980.43万 | 0.03% | 177,546 | -66,261 | -27.2% | -$365.90万 | 减仓 |
| TLT | ISHARES TR | $979.17万 | 0.03% | 112,950 | -99,435 | -46.8% | -$862.01万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $973.11万 | 0.03% | 591,197 | -18,245 | -3.0% | -$30.03万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $969.01万 | 0.03% | 42,045 | -18,998 | -31.1% | -$437.85万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $954.52万 | 0.03% | 59,019 | -6,797 | -10.3% | -$109.93万 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $952.45万 | 0.03% | 241,614 | -4,699 | -1.9% | -$18.52万 | 减仓 |
| BX | BLACKSTONE INC | $948.94万 | 0.03% | 82,522 | -29,676 | -26.4% | -$341.25万 | 减仓 |
| EWN | ISHARES INC | $940.71万 | 0.03% | 163,571 | 99,925 | 157.0% | $574.67万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $932.65万 | 0.03% | 363,701 | 19,671 | 5.7% | $50.44万 | 加仓 |
| PLD | PROLOGIS INC. | $928.66万 | 0.03% | 70,255 | -32,191 | -31.4% | -$425.51万 | 减仓 |
| ADBE | ADOBE INC | $922.61万 | 0.03% | 37,955 | -78,630 | -67.4% | -$1,911.33万 | 减仓 |
| XBB | BONDBLOXX ETF TRUST | $921.92万 | 0.03% | 226,571 | 42,003 | 22.8% | $170.91万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $914.99万 | 0.03% | 72,929 | -4,139 | -5.4% | -$51.93万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $911.77万 | 0.03% | 43,149 | -14,370 | -25.0% | -$303.65万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $907.14万 | 0.03% | 11,739 | -1,678 | -12.5% | -$129.67万 | 减仓 |
| TER | TERADYNE INC | $904.62万 | 0.03% | 30,512 | 3,992 | 15.1% | $118.36万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $903.59万 | 0.03% | 55,051 | 25,514 | 86.4% | $418.78万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $886.10万 | 0.03% | 9,896 | 1,030 | 11.6% | $92.23万 | 加仓 |
| IWM | ISHARES TR 看跌期权 | $885.36万 | 0.03% | 35,700 | -3,200 | -8.2% | -$79.36万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $884.59万 | 0.03% | 2,100 | -547 | -20.7% | -$230.41万 | 减仓 |
| IBMR | ISHARES TR | $880.51万 | 0.03% | 347,339 | 240,258 | 224.4% | $609.06万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $876.83万 | 0.03% | 42,928 | -14,713 | -25.5% | -$300.52万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $873.02万 | 0.03% | 165,469 | 6,174 | 3.9% | $32.57万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $868.95万 | 0.03% | 164,419 | 164,419 | — | $868.95万 | 新建仓 |
| PFE | PFIZER INC | $865.24万 | 0.03% | 308,133 | -141,542 | -31.5% | -$397.45万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $864.73万 | 0.03% | 152,832 | -119,281 | -43.8% | -$674.89万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $864.33万 | 0.03% | 47,377 | 19,285 | 68.6% | $351.83万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $862.65万 | 0.03% | 18,593 | 296 | 1.6% | $13.73万 | 加仓 |
| IHDG | WISDOMTREE TR | $851.50万 | 0.03% | 176,842 | 79,534 | 81.7% | $382.96万 | 加仓 |
| MPC | MARATHON PETE CORP | $847.98万 | 0.03% | 34,726 | 3,439 | 11.0% | $83.98万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $840.01万 | 0.03% | 408,009 | -21,166 | -4.9% | -$43.58万 | 减仓 |
| PSK | SPDR SERIES TRUST | $833.38万 | 0.03% | 270,225 | -10,569 | -3.8% | -$32.59万 | 减仓 |
| CMI | CUMMINS INC | $830.96万 | 0.03% | 15,443 | -1,624 | -9.5% | -$87.38万 | 减仓 |
| AZN | ASTRAZENECA PLC | $829.82万 | 0.03% | 42,073 | 42,073 | — | $829.82万 | 新建仓 |
| URTH | ISHARES INC | $829.45万 | 0.03% | 46,075 | -27,346 | -37.2% | -$492.29万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $811.14万 | 0.02% | 350,008 | -2,675 | -0.8% | -$6.20万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $810.45万 | 0.02% | 61,891 | 5,021 | 8.8% | $65.75万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $810.32万 | 0.02% | 129,133 | -11,149 | -7.9% | -$69.96万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $805.96万 | 0.02% | 131,563 | 19,423 | 17.3% | $118.99万 | 加仓 |
| IT | GARTNER INC | $802.25万 | 0.02% | 50,665 | 42,852 | 548.5% | $678.54万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $795.06万 | 0.02% | 20,363 | -5,761 | -22.1% | -$224.94万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $792.20万 | 0.02% | 29,287 | -9,113 | -23.7% | -$246.50万 | 减仓 |
| — | ISHARES TR | $784.95万 | 0.02% | 164,428 | -2,959 | -1.8% | -$14.13万 | 减仓 |
| CI | THE CIGNA GROUP | $781.75万 | 0.02% | 29,306 | -13,519 | -31.6% | -$360.63万 | 减仓 |
| — | RBB FD INC | $774.70万 | 0.02% | 150,684 | -35,377 | -19.0% | -$181.88万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $773.69万 | 0.02% | 70,993 | 5,813 | 8.9% | $63.35万 | 加仓 |
| ET | ENERGY TRANSFER L P | $772.48万 | 0.02% | 400,245 | 50,469 | 14.4% | $97.41万 | 加仓 |
| CTVA | CORTEVA INC | $768.18万 | 0.02% | 91,764 | 5,520 | 6.4% | $46.21万 | 加仓 |
| MDT | MEDTRONIC PLC | $764.28万 | 0.02% | 87,746 | -1,555 | -1.7% | -$13.54万 | 减仓 |
| O | REALTY INCOME CORP | $763.87万 | 0.02% | 124,300 | 67,557 | 119.1% | $415.16万 | 加仓 |
| ALL | ALLSTATE CORP | $761.13万 | 0.02% | 36,534 | 760 | 2.1% | $15.83万 | 加仓 |
| PSX | PHILLIPS 66 | $755.37万 | 0.02% | 41,460 | -5,510 | -11.7% | -$100.39万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $755.09万 | 0.02% | 184,799 | -5,370 | -2.8% | -$21.94万 | 减仓 |
| SDY | SPDR SERIES TRUST | $750.65万 | 0.02% | 51,435 | 8,484 | 19.8% | $123.82万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $743.13万 | 0.02% | 196,388 | -58,306 | -22.9% | -$220.63万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $734.86万 | 0.02% | 20,765 | -8,713 | -29.6% | -$308.35万 | 减仓 |
| EVUS | ISHARES TR | $734.79万 | 0.02% | 230,836 | -2,022 | -0.9% | -$6.44万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $730.79万 | 0.02% | 55,748 | -7,554 | -11.9% | -$99.02万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $727.54万 | 0.02% | 144,342 | 2,626 | 1.9% | $13.24万 | 加仓 |
| DHI | D R HORTON INC | $725.41万 | 0.02% | 52,862 | 17,220 | 48.3% | $236.31万 | 加仓 |
| SSO | PROSHARES TR | $723.34万 | 0.02% | 139,425 | 62,232 | 80.6% | $322.86万 | 加仓 |
| AMLP | ALPS ETF TR | $721.63万 | 0.02% | 137,087 | 12,576 | 10.1% | $66.20万 | 加仓 |
| GLDM | WORLD GOLD TR | $721.36万 | 0.02% | 77,825 | -16,685 | -17.7% | -$154.65万 | 减仓 |
| BIZD | VANECK ETF TRUST | $719.82万 | 0.02% | 562,360 | -12,343 | -2.1% | -$15.80万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $714.87万 | 0.02% | 117,866 | -9,477 | -7.4% | -$57.48万 | 减仓 |
| MCO | MOODYS CORP | $710.72万 | 0.02% | 16,290 | -646 | -3.8% | -$28.18万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $709.84万 | 0.02% | 27,118 | -4,863 | -15.2% | -$127.29万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $709.59万 | 0.02% | 9,748 | 535 | 5.8% | $38.94万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $706.23万 | 0.02% | 109,339 | -6,574 | -5.7% | -$42.46万 | 减仓 |
| PFF | ISHARES TR | $703.39万 | 0.02% | 231,987 | 41,646 | 21.9% | $126.27万 | 加仓 |
| OKE | ONEOK INC NEW | $699.29万 | 0.02% | 77,363 | 43,854 | 130.9% | $396.40万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $699.08万 | 0.02% | 118,427 | 68,624 | 137.8% | $405.09万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $694.81万 | 0.02% | 17,703 | -6,355 | -26.4% | -$249.42万 | 减仓 |
| KKR | KKR & CO INC | $689.98万 | 0.02% | 74,590 | -34,397 | -31.6% | -$318.18万 | 减仓 |
| IBDZ | ISHARES TR | $679.81万 | 0.02% | 260,863 | 49,934 | 23.7% | $130.13万 | 加仓 |
| TGT | TARGET CORP | $676.55万 | 0.02% | 55,819 | -216,866 | -79.5% | -$2,628.53万 | 减仓 |
| RGLD | ROYAL GOLD INC | $676.44万 | 0.02% | 26,580 | -918 | -3.3% | -$23.36万 | 减仓 |
| ADSK | AUTODESK INC | $667.73万 | 0.02% | 27,890 | -5,270 | -15.9% | -$126.17万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $667.63万 | 0.02% | 23,752 | 256 | 1.1% | $7.20万 | 加仓 |
| BBBS | BONDBLOXX ETF TRUST | $662.63万 | 0.02% | 129,558 | 4,967 | 4.0% | $25.40万 | 重新持有 |