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 |
|---|---|---|---|---|---|---|---|---|
| SLV | ISHARES SILVER TR | $408.25万 | 0.01% | 59,913 | 6,884 | 13.0% | $46.91万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $407.98万 | 0.01% | 178,939 | 178,939 | — | $407.98万 | 新建仓 |
| WMB | WILLIAMS COS INC | $406.74万 | 0.01% | 55,883 | 8,623 | 18.2% | $62.76万 | 加仓 |
| PAVE | GLOBAL X FDS | $402.05万 | 0.01% | 79,127 | 37,252 | 89.0% | $189.28万 | 加仓 |
| NET | CLOUDFLARE INC | $399.79万 | 0.01% | 19,374 | -11,471 | -37.2% | -$236.71万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $398.82万 | 0.01% | 137,753 | -165,717 | -54.6% | -$479.78万 | 减仓 |
| MET | METLIFE INC | $396.56万 | 0.01% | 56,072 | -10,728 | -16.1% | -$75.87万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $394.86万 | 0.01% | 13,591 | -5,180 | -27.6% | -$150.49万 | 减仓 |
| JPM | JPMORGAN CHASE & CO 看跌期权 | $394.17万 | 0.01% | 13,400 | 200 | 1.5% | $5.88万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $393.75万 | 0.01% | 29,990 | 4,930 | 19.7% | $64.73万 | 加仓 |
| ANGL | VANECK ETF TRUST | $393.01万 | 0.01% | 136,841 | -43,116 | -24.0% | -$123.83万 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $393.00万 | 0.01% | 199,592 | -5 | -0.0% | -$98 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看跌期权 | $392.94万 | 0.01% | 8,200 | -2,600 | -24.1% | -$124.59万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $392.15万 | 0.01% | 135,738 | -3,567 | -2.6% | -$10.31万 | 减仓 |
| MGV | VANGUARD WORLD FD | $391.36万 | 0.01% | 26,999 | 747 | 2.8% | $10.83万 | 加仓 |
| GWW | WW GRAINGER INC | $390.73万 | 0.01% | 3,581 | 456 | 14.6% | $49.76万 | 加仓 |
| — | RBB FD INC | $390.71万 | 0.01% | 77,480 | -33,716 | -30.3% | -$170.02万 | 减仓 |
| — | NUVEEN NY AMT FREE | $390.68万 | 0.01% | 380,076 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $386.96万 | 0.01% | 53,876 | 2,443 | 4.7% | $17.55万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $386.38万 | 0.01% | 17,784 | -5,458 | -23.5% | -$118.58万 | 减仓 |
| MOAT | VANECK ETF TRUST | $383.68万 | 0.01% | 39,678 | -11,356 | -22.3% | -$109.81万 | 减仓 |
| TQQQ | PROSHARES TR | $383.29万 | 0.01% | 91,959 | 70,106 | 320.8% | $292.20万 | 加仓 |
| IEUR | ISHARES TR | $382.76万 | 0.01% | 54,469 | -1,373 | -2.5% | -$9.65万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $378.48万 | 0.01% | 40,409 | -1,714 | -4.1% | -$16.05万 | 减仓 |
| ATR | APTARGROUP INC | $378.40万 | 0.01% | 30,026 | -18,557 | -38.2% | -$233.86万 | 减仓 |
| GL | GLOBE LIFE INC | $372.09万 | 0.01% | 26,735 | -1,243 | -4.4% | -$17.30万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $368.14万 | 0.01% | 32,790 | -745 | -2.2% | -$8.36万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $367.61万 | 0.01% | 24,104 | -88 | -0.4% | -$1.34万 | 减仓 |
| FSLR | FIRST SOLAR INC | $365.28万 | 0.01% | 18,517 | 6,864 | 58.9% | $135.40万 | 加仓 |
| NU | NU HLDGS LTD | $363.96万 | 0.01% | 253,280 | 253,280 | — | $363.96万 | 新建仓 |
| GE | GE AEROSPACE 看跌期权 | $360.39万 | 0.01% | 12,700 | 10,800 | 568.4% | $306.47万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $359.03万 | 0.01% | 79,376 | 19,801 | 33.2% | $89.56万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $359.00万 | 0.01% | 216,137 | 216,137 | — | $359.00万 | 新建仓 |
| NNE | NANO NUCLEAR ENERGY INC | $352.12万 | 0.01% | 171,932 | 162,736 | 1,769.6% | $333.28万 | 加仓 |
| — | BONDBLOXX ETF TRUST | $350.72万 | 0.01% | 71,149 | -612 | -0.9% | -$3.02万 | 减仓 |
| — | WISDOMTREE TR | $350.39万 | 0.01% | 80,622 | 4,869 | 6.4% | $21.16万 | 加仓 |
| KRE | SPDR SERIES TRUST | $348.98万 | 0.01% | 53,565 | 33,394 | 165.6% | $217.56万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $348.74万 | 0.01% | 12,126 | 675 | 5.9% | $19.41万 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $347.50万 | 0.01% | 164,304 | -17,923 | -9.8% | -$37.91万 | 减仓 |
| ETN | EATON CORP PLC 看跌期权 | $346.94万 | 0.01% | 9,700 | 1,000 | 11.5% | $35.77万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $345.71万 | 0.01% | 454,737 | 200 | 0.0% | $1,520 | 加仓 |
| IBHF | ISHARES TR | $344.70万 | 0.01% | 150,197 | -24,475 | -14.0% | -$56.17万 | 减仓 |
| PFFA | ETFIS SER TR I | $344.19万 | 0.01% | 169,050 | 23,305 | 16.0% | $47.45万 | 加仓 |
| APP | APPLOVIN CORP | $341.85万 | 0.01% | 8,587 | -6,752 | -44.0% | -$268.80万 | 减仓 |
| ABBV | ABBVIE INC 看跌期权 | $341.46万 | 0.01% | 15,700 | 7,000 | 80.5% | $152.24万 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $339.96万 | 0.01% | 68,650 | 748 | 1.1% | $3.70万 | 加仓 |
| — | SPDR SERIES TRUST | $339.94万 | 0.01% | 37,636 | -382 | -1.0% | -$3.45万 | 减仓 |
| — | BELPOINTE PREP LLC | $339.54万 | 0.01% | 63,823 | -400 | -0.6% | -$2.13万 | 减仓 |
| NEM | NEWMONT CORP | $339.26万 | 0.01% | 31,337 | 3,591 | 12.9% | $38.88万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $333.85万 | 0.01% | 35,774 | 1,418 | 4.1% | $13.23万 | 加仓 |
| IYY | ISHARES TR | $333.68万 | 0.01% | 21,058 | -471 | -2.2% | -$7.46万 | 减仓 |
| SSP | SCRIPPS E W CO OHIO | $330.92万 | 0.01% | 889,570 | -50 | -0.0% | -$186 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $330.45万 | 0.01% | 33,824 | -19,942 | -37.1% | -$194.83万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $329.43万 | 0.01% | 13,145 | 6,928 | 111.4% | $173.62万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION 看跌期权 | $328.82万 | 0.01% | 3,300 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $327.85万 | 0.01% | 5,160 | 3,674 | 247.2% | $233.44万 | 加仓 |
| SSO | PROSHARES TR 看跌期权 | $326.84万 | 0.01% | 63,000 | 31,500 | 100.0% | $163.42万 | 加仓 |
| — | SSGA ACTIVE TR | $326.79万 | 0.01% | 132,123 | 28,781 | 27.9% | $71.19万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $324.92万 | 0.01% | 17,417 | 306 | 1.8% | $5.71万 | 加仓 |
| MINT | PIMCO ETF TR | $324.35万 | 0.01% | 32,250 | -241 | -0.7% | -$2.42万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $324.12万 | 0.01% | 4,611 | -1,199 | -20.6% | -$84.28万 | 减仓 |
| AVO | MISSION PRODUCE INC | $323.59万 | 0.01% | 235,167 | -37,000 | -13.6% | -$50.91万 | 减仓 |
| — | SSGA ACTIVE TR | $323.52万 | 0.01% | 130,558 | 30,414 | 30.4% | $75.36万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $322.71万 | 0.01% | 105,805 | -7,515 | -6.6% | -$22.92万 | 减仓 |
| IBMS | ISHARES TR | $321.84万 | 0.01% | 124,598 | 124,598 | — | $321.84万 | 新建仓 |
| TOST | TOAST INC | $321.32万 | 0.01% | 121,208 | 82,714 | 214.9% | $219.28万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $321.09万 | 0.01% | 65,623 | 18,269 | 38.6% | $89.39万 | 加仓 |
| — | SSGA ACTIVE TR | $318.87万 | 0.01% | 127,552 | 17,278 | 15.7% | $43.19万 | 加仓 |
| GLD | SPDR GOLD TR 看跌期权 | $314.11万 | 0.01% | 7,300 | -200 | -2.7% | -$8.61万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC 看跌期权 | $313.02万 | 0.01% | 3,700 | 2,600 | 236.4% | $219.96万 | 加仓 |
| COR | CENCORA INC | $313.00万 | 0.01% | 9,962 | 1,006 | 11.2% | $31.61万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $311.87万 | 0.01% | 30,345 | -2,015 | -6.2% | -$20.71万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $311.05万 | 0.01% | 37,941 | -7,986 | -17.4% | -$65.47万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $310.96万 | 0.01% | 15,771 | -15,780 | -50.0% | -$311.13万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $310.78万 | 0.01% | 14,348 | 5,790 | 67.7% | $125.41万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $306.21万 | 0.01% | 172,943 | 4,746 | 2.8% | $8.40万 | 加仓 |
| DSI | ISHARES TR | $303.29万 | 0.01% | 25,026 | -3,879 | -13.4% | -$47.01万 | 减仓 |
| CCL | CARNIVAL CORP | $302.81万 | 0.01% | 117,003 | 58,383 | 99.6% | $151.10万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $302.20万 | 0.01% | 46,164 | 35,854 | 347.8% | $234.71万 | 加仓 |
| IGV | ISHARES TR | $301.96万 | 0.01% | 37,719 | -64,484 | -63.1% | -$516.22万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $301.90万 | 0.01% | 80,527 | 7,030 | 9.6% | $26.36万 | 加仓 |
| IEF | ISHARES TR | $301.44万 | 0.01% | 31,583 | 1,783 | 6.0% | $17.02万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $301.35万 | 0.01% | 51,266 | -9,089 | -15.1% | -$53.43万 | 减仓 |
| ALAB | ASTERA LABS INC | $301.15万 | 0.01% | 27,477 | 15,180 | 123.4% | $166.38万 | 加仓 |
| — | EXXON MOBIL CORP 看跌期权 | $300.30万 | 0.01% | 17,700 | -38,700 | -68.6% | -$656.58万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $299.34万 | 0.01% | 73,783 | 1,950 | 2.7% | $7.91万 | 加仓 |
| — | ISHARES TR | $298.88万 | 0.01% | 120,045 | -6,599,171 | -98.2% | -$1.64亿 | 减仓 |
| SUB | ISHARES TR | $298.61万 | 0.01% | 28,039 | -1,776 | -6.0% | -$18.91万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $296.89万 | 0.01% | 2,560 | 18 | 0.7% | $2.09万 | 加仓 |
| GSK | GSK PLC | $296.24万 | 0.01% | 53,560 | 7,889 | 17.3% | $43.63万 | 加仓 |
| EWW | ISHARES INC | $296.03万 | 0.01% | 39,348 | 22,764 | 137.3% | $171.26万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $294.72万 | 0.01% | 25,666 | 23,458 | 1,062.4% | $269.37万 | 加仓 |
| ROST | ROSS STORES INC | $293.18万 | 0.01% | 13,531 | 2,204 | 19.5% | $47.75万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $292.01万 | 0.01% | 9,602 | 365 | 4.0% | $11.10万 | 加仓 |
| F | FORD MTR CO | $291.25万 | 0.01% | 252,377 | -8,437 | -3.2% | -$9.74万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $288.22万 | 0.01% | 61,219 | 2,638 | 4.5% | $12.42万 | 加仓 |
| SLB | SLB LIMITED | $288.11万 | 0.01% | 55,780 | 1,580 | 2.9% | $8.16万 | 加仓 |
| MCB | METROPOLITAN BK HLDG CORP | $287.22万 | 0.01% | 34,484 | 10 | 0.0% | $833 | 加仓 |
| ROKU | ROKU INC | $287.17万 | 0.01% | 30,348 | -8,211 | -21.3% | -$77.70万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $286.85万 | 0.01% | 7,992 | -1,185 | -12.9% | -$42.53万 | 减仓 |