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 |
|---|---|---|---|---|---|---|---|---|
| KEYS | KEYSIGHT TECHNOLOGIES INC | $659.36万 | 0.02% | 23,350 | -2,193 | -8.6% | -$61.93万 | 减仓 |
| PGR | PROGRESSIVE CORP | $658.96万 | 0.02% | 33,239 | 8,325 | 33.4% | $165.04万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $656.50万 | 0.02% | 138,122 | 10,296 | 8.1% | $48.94万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $654.14万 | 0.02% | 175,844 | 91,033 | 107.3% | $338.64万 | 加仓 |
| IBCA | ISHARES TR | $644.64万 | 0.02% | 251,421 | 69,718 | 38.4% | $178.76万 | 加仓 |
| FSK | FS KKR CAP CORP | $643.65万 | 0.02% | 626,540 | 37,401 | 6.3% | $38.42万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $641.08万 | 0.02% | 207,065 | -97,674 | -32.1% | -$302.40万 | 减仓 |
| GM | GENERAL MTRS CO | $625.94万 | 0.02% | 84,016 | 31,744 | 60.7% | $236.50万 | 加仓 |
| ENB | ENBRIDGE INC | $623.04万 | 0.02% | 115,082 | 91,598 | 390.0% | $495.90万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $622.72万 | 0.02% | 491,880 | -68,185 | -12.2% | -$86.32万 | 减仓 |
| RKLB | ROCKET LAB CORP | $621.76万 | 0.02% | 96,817 | -69,148 | -41.7% | -$444.07万 | 减仓 |
| — | SSGA ACTIVE TR | $614.27万 | 0.02% | 246,913 | 19,787 | 8.7% | $49.23万 | 加仓 |
| IBDX | ISHARES TR | $609.25万 | 0.02% | 241,095 | 64,992 | 36.9% | $164.24万 | 加仓 |
| FAST | FASTENAL CO | $609.25万 | 0.02% | 131,302 | -13,769 | -9.5% | -$63.89万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $608.12万 | 0.02% | 53,728 | 2,539 | 5.0% | $28.74万 | 加仓 |
| DTE | DTE ENERGY CO | $606.20万 | 0.02% | 41,399 | -24,118 | -36.8% | -$353.16万 | 减仓 |
| IBDY | ISHARES TR | $605.16万 | 0.02% | 234,103 | 5,745 | 2.5% | $14.85万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $602.49万 | 0.02% | 128,108 | -7,219 | -5.3% | -$33.95万 | 减仓 |
| WM | WASTE MGMT INC DEL | $599.97万 | 0.02% | 26,106 | -244 | -0.9% | -$5.61万 | 减仓 |
| LLY | ELI LILLY & CO 看跌期权 | $597.85万 | 0.02% | 6,500 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $591.51万 | 0.02% | 150,589 | 554 | 0.4% | $2.18万 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $591.07万 | 0.02% | 123,138 | -900 | -0.7% | -$4.32万 | 减仓 |
| PR | PERMIAN RESOURCES CORP 看跌期权 | $588.22万 | 0.02% | 275,900 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $584.17万 | 0.02% | 46,259 | -23,444 | -33.6% | -$296.06万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $581.88万 | 0.02% | 20,836 | 437 | 2.1% | $12.20万 | 加仓 |
| LRCX | LAM RESEARCH CORP 看跌期权 | $579.02万 | 0.02% | 27,100 | -32,600 | -54.6% | -$696.53万 | 减仓 |
| MUNI | PIMCO ETF TR | $577.33万 | 0.02% | 110,602 | -113,798 | -50.7% | -$594.01万 | 减仓 |
| SHV | ISHARES TR | $575.98万 | 0.02% | 52,175 | 5,835 | 12.6% | $64.42万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $575.54万 | 0.02% | 107,920 | -180 | -0.2% | -$9,599 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $574.96万 | 0.02% | 82,966 | -64,896 | -43.9% | -$449.73万 | 减仓 |
| SOXX | ISHARES TR | $572.96万 | 0.02% | 17,433 | -7,201 | -29.2% | -$236.67万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $571.94万 | 0.02% | 126,366 | -13,734 | -9.8% | -$62.16万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $566.00万 | 0.02% | 73,397 | 8,269 | 12.7% | $63.77万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $561.88万 | 0.02% | 11,872 | 3,713 | 45.5% | $175.73万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $557.11万 | 0.02% | 17,033 | -944 | -5.3% | -$30.88万 | 减仓 |
| AFL | AFLAC INC | $553.57万 | 0.02% | 50,456 | 7,097 | 16.4% | $77.86万 | 加仓 |
| VEEV | VEEVA SYS INC | $546.40万 | 0.02% | 31,105 | -1,819 | -5.5% | -$31.95万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $545.21万 | 0.02% | 12,548 | -9,927 | -44.2% | -$431.33万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $544.43万 | 0.02% | 12,250 | 1,581 | 14.8% | $70.27万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $543.88万 | 0.02% | 101,679 | -44,728 | -30.6% | -$239.25万 | 减仓 |
| CME | CME GROUP INC | $538.58万 | 0.02% | 18,230 | 1,529 | 9.2% | $45.17万 | 加仓 |
| IUSG | ISHARES TR | $535.30万 | 0.02% | 34,511 | -1,492 | -4.1% | -$23.14万 | 减仓 |
| PULS | PGIM ETF TR | $530.36万 | 0.02% | 107,143 | 12,272 | 12.9% | $60.75万 | 加仓 |
| NVS | NOVARTIS AG | $529.76万 | 0.02% | 34,678 | -9,061 | -20.7% | -$138.42万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $527.12万 | 0.02% | 81,582 | -1,200 | -1.4% | -$7.75万 | 减仓 |
| SLQD | ISHARES TR | $524.54万 | 0.02% | 103,890 | 760 | 0.7% | $3.84万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC 看跌期权 | $522.24万 | 0.02% | 19,300 | 900 | 4.9% | $24.35万 | 加仓 |
| ORCL | ORACLE CORP 看跌期权 | $520.77万 | 0.02% | 35,400 | -7,600 | -17.7% | -$111.80万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $517.07万 | 0.02% | 41,321 | -97,207 | -70.2% | -$1,216.40万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $514.68万 | 0.02% | 43,385 | 5,652 | 15.0% | $67.05万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $510.07万 | 0.02% | 51,842 | -19,304 | -27.1% | -$189.93万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $505.36万 | 0.02% | 17,324 | 1,484 | 9.4% | $43.29万 | 加仓 |
| — | SSGA ACTIVE TR | $503.67万 | 0.02% | 203,050 | 27,609 | 15.7% | $68.48万 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $503.02万 | 0.02% | 105,410 | 12,051 | 12.9% | $57.51万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $502.70万 | 0.02% | 7 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $500.78万 | 0.02% | 66,118 | 39,081 | 144.5% | $296.00万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $500.11万 | 0.02% | 106,837 | 74 | 0.1% | $3,464 | 加仓 |
| BNOV | INNOVATOR ETFS TRUST | $493.73万 | 0.02% | 114,760 | -2,545 | -2.2% | -$10.95万 | 减仓 |
| WS | WORTHINGTON STL INC | $491.62万 | 0.02% | 161,984 | -6,003 | -3.6% | -$18.22万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $490.91万 | 0.02% | 343,771 | -11,505 | -3.2% | -$16.43万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $488.37万 | 0.01% | 74,863 | 55,760 | 291.9% | $363.75万 | 加仓 |
| — | SSGA ACTIVE TR | $486.74万 | 0.01% | 198,171 | 22,091 | 12.5% | $54.26万 | 加仓 |
| IUSB | ISHARES TR | $484.32万 | 0.01% | 104,853 | 48,549 | 86.2% | $224.25万 | 加仓 |
| IWN | ISHARES TR | $483.63万 | 0.01% | 25,508 | -5,610 | -18.0% | -$106.36万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $476.86万 | 0.01% | 48,142 | -42,566 | -46.9% | -$421.63万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $476.86万 | 0.01% | 43,013 | -22,660 | -34.5% | -$251.22万 | 减仓 |
| IBTG | ISHARES TR | $476.03万 | 0.01% | 207,737 | -31,827 | -13.3% | -$72.93万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $465.96万 | 0.01% | 102,860 | -3,244 | -3.1% | -$14.70万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $464.93万 | 0.01% | 268,399 | -229,223 | -46.1% | -$397.07万 | 减仓 |
| ITA | ISHARES TR | $464.93万 | 0.01% | 21,253 | -1,808 | -7.8% | -$39.55万 | 减仓 |
| — | NUVEEN NY DIVI ADV | $464.46万 | 0.01% | 413,884 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $463.43万 | 0.01% | 54,372 | -6,421 | -10.6% | -$54.73万 | 减仓 |
| RIO | RIO TINTO PLC | $462.49万 | 0.01% | 48,268 | 2,158 | 4.7% | $20.68万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $461.78万 | 0.01% | 68,141 | 68,141 | — | $461.78万 | 新建仓 |
| GBIL | GOLDMAN SACHS ETF TR | $459.87万 | 0.01% | 45,899 | 35,331 | 334.3% | $353.99万 | 加仓 |
| TBIL | RBB FD INC | $452.92万 | 0.01% | 90,838 | -161,581 | -64.0% | -$805.65万 | 减仓 |
| KVUE | KENVUE INC | $449.47万 | 0.01% | 260,711 | 29,986 | 13.0% | $51.70万 | 加仓 |
| MELI | MERCADOLIBRE INC | $442.99万 | 0.01% | 2,561 | -1,547 | -37.7% | -$267.60万 | 减仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $440.19万 | 0.01% | 201,800 | 0 | 0.0% | — | 不变 |
| LADR | LADDER CAP CORP | $437.44万 | 0.01% | 437,437 | -1,149 | -0.3% | -$1.15万 | 减仓 |
| VST | VISTRA CORP | $435.77万 | 0.01% | 28,987 | 2,199 | 8.2% | $33.06万 | 加仓 |
| — | SARATOGA INVT CORP | $435.51万 | 0.01% | 199,138 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $431.25万 | 0.01% | 56,855 | -5,350 | -8.6% | -$40.58万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $431.15万 | 0.01% | 154,811 | -7,139 | -4.4% | -$19.88万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $430.88万 | 0.01% | 74,180 | 2,258 | 3.1% | $13.12万 | 加仓 |
| PWR | QUANTA SVCS INC 看跌期权 | $428.24万 | 0.01% | 7,800 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR 看涨期权 | $427.11万 | 0.01% | 7,400 | -12,400 | -62.6% | -$715.70万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $426.34万 | 0.01% | 28,506 | 1,064 | 3.9% | $15.91万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $423.86万 | 0.01% | 371,358 | -160,871 | -30.2% | -$183.61万 | 减仓 |
| EWZ | ISHARES INC | $421.09万 | 0.01% | 109,684 | 64,916 | 145.0% | $249.22万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $415.34万 | 0.01% | 44,993 | -36,432 | -44.7% | -$336.31万 | 减仓 |
| PPL | PPL CORP | $414.90万 | 0.01% | 107,819 | 13,739 | 14.6% | $52.87万 | 加仓 |
| CSX | CSX CORP | $413.33万 | 0.01% | 100,689 | 6,222 | 6.6% | $25.54万 | 加仓 |
| NKE | NIKE INC | $412.55万 | 0.01% | 77,669 | -7,299 | -8.6% | -$38.77万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $412.05万 | 0.01% | 82,492 | 771 | 0.9% | $3.85万 | 加仓 |
| SHEL | SHELL PLC | $411.76万 | 0.01% | 44,274 | 2,447 | 5.9% | $22.76万 | 加仓 |
| — | ELECTRONIC ARTS INC | $410.42万 | 0.01% | 20,131 | -9,410 | -31.9% | -$191.84万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $410.27万 | 0.01% | 48,317 | 15,069 | 45.3% | $127.95万 | 加仓 |
| XAR | SPDR SERIES TRUST | $409.00万 | 0.01% | 16,103 | -23,807 | -59.7% | -$604.67万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $408.63万 | 0.01% | 195,700 | 0 | 0.0% | — | 不变 |