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 |
|---|---|---|---|---|---|---|---|---|
| EXC | EXELON CORP | $286.71万 | 0.01% | 58,486 | 9,070 | 18.4% | $44.46万 | 加仓 |
| IWO | ISHARES TR | $286.24万 | 0.01% | 9,121 | -2,617 | -22.3% | -$82.13万 | 减仓 |
| — | SSGA ACTIVE TR | $285.54万 | 0.01% | 113,967 | 15,474 | 15.7% | $38.77万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $284.73万 | 0.01% | 35,555 | 444 | 1.3% | $3.56万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $284.55万 | 0.01% | 18,969 | -215 | -1.1% | -$3.23万 | 减仓 |
| BG | BUNGE GLOBAL SA | $284.01万 | 0.01% | 22,326 | -254 | -1.1% | -$3.23万 | 减仓 |
| ACM | AECOM | $282.86万 | 0.01% | 33,348 | -11,176 | -25.1% | -$94.80万 | 减仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $281.56万 | 0.01% | 291,732 | 120,743 | 70.6% | $116.53万 | 加仓 |
| CIEN | CIENA CORP | $280.51万 | 0.01% | 7,225 | 2,231 | 44.7% | $86.62万 | 加仓 |
| XSOE | WISDOMTREE TR | $280.28万 | 0.01% | 69,894 | 13,819 | 24.6% | $55.41万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $279.32万 | 0.01% | 17,763 | -16,251 | -47.8% | -$255.54万 | 减仓 |
| OVV | OVINTIV INC | $276.03万 | 0.01% | 46,500 | 7,219 | 18.4% | $42.85万 | 加仓 |
| DLN | WISDOMTREE TR | $275.59万 | 0.01% | 30,850 | 36 | 0.1% | $3,216 | 加仓 |
| DOV | DOVER CORP | $275.44万 | 0.01% | 13,212 | -796 | -5.7% | -$16.59万 | 减仓 |
| EMR | EMERSON ELEC CO 看跌期权 | $275.14万 | 0.01% | 21,000 | -24,100 | -53.4% | -$315.76万 | 减仓 |
| WAB | WABTEC | $274.62万 | 0.01% | 10,987 | 2,368 | 27.5% | $59.19万 | 加仓 |
| DAL | DELTA AIR LINES INC | $273.44万 | 0.01% | 41,129 | -33,016 | -44.5% | -$219.51万 | 减仓 |
| SAP | SAP SE | $272.26万 | 0.01% | 15,901 | -7,188 | -31.1% | -$123.07万 | 减仓 |
| DASH | DOORDASH INC | $272.09万 | 0.01% | 18,121 | -1,471 | -7.5% | -$22.09万 | 减仓 |
| AON | AON PLC | $271.06万 | 0.01% | 8,396 | -2,472 | -22.7% | -$79.81万 | 减仓 |
| EBAY | EBAY INC. | $269.68万 | 0.01% | 29,627 | 6,777 | 29.7% | $61.69万 | 加仓 |
| EOG | EOG RES INC | $268.37万 | 0.01% | 18,561 | -6,095 | -24.7% | -$88.13万 | 减仓 |
| MGC | VANGUARD WORLD FD | $267.69万 | 0.01% | 11,326 | 3,868 | 51.9% | $91.42万 | 加仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $267.43万 | 0.01% | 107,600 | 7,900 | 7.9% | $19.63万 | 加仓 |
| CBRE | CBRE GROUP INC | $267.11万 | 0.01% | 19,718 | 3,039 | 18.2% | $41.17万 | 加仓 |
| IDEV | ISHARES TR | $266.86万 | 0.01% | 31,932 | 10,633 | 49.9% | $88.86万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $263.70万 | 0.01% | 78,644 | -28,231 | -26.4% | -$94.66万 | 减仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $263.26万 | 0.01% | 186,316 | 5,726 | 3.2% | $8.09万 | 加仓 |
| PBT | PERMIAN BASIN RTY TR | $262.75万 | 0.01% | 122,037 | -486 | -0.4% | -$1.05万 | 减仓 |
| D | DOMINION ENERGY INC | $261.93万 | 0.01% | 42,368 | -11,178 | -20.9% | -$69.11万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $261.78万 | 0.01% | 77,311 | 77,311 | — | $261.78万 | 新建仓 |
| NFLX | NETFLIX INC. 看跌期权 | $259.61万 | 0.01% | 27,000 | 20,600 | 321.9% | $198.07万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $259.06万 | 0.01% | 15,055 | -13,505 | -47.3% | -$232.39万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $257.90万 | 0.01% | 33,861 | 7,672 | 29.3% | $58.43万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $256.99万 | 0.01% | 227,460 | 4,110 | 1.8% | $4.64万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $256.09万 | 0.01% | 45,478 | -23,194 | -33.8% | -$130.61万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $255.86万 | 0.01% | 16,451 | -1,266 | -7.1% | -$19.69万 | 减仓 |
| SNPS | SYNOPSYS INC | $253.77万 | 0.01% | 6,400 | 514 | 8.7% | $20.38万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $253.60万 | 0.01% | 22,200 | 1,975 | 9.8% | $22.56万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $253.42万 | 0.01% | 65,045 | 47,453 | 269.7% | $184.88万 | 加仓 |
| SMH | VANECK ETF TRUST 看跌期权 | $253.04万 | 0.01% | 6,600 | -1,800 | -21.4% | -$69.01万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $252.21万 | 0.01% | 35,567 | 35 | 0.1% | $2,482 | 加仓 |
| MSB | MESABI TR | $251.94万 | 0.01% | 79,981 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $251.85万 | 0.01% | 14,889 | -8,988 | -37.6% | -$152.03万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $251.24万 | 0.01% | 87,507 | -17,210 | -16.4% | -$49.41万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $251.17万 | 0.01% | 103,489 | -81,036 | -43.9% | -$196.68万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $251.14万 | 0.01% | 14,400 | -8,500 | -37.1% | -$148.24万 | 减仓 |
| MCK | MCKESSON CORP 看跌期权 | $250.95万 | 0.01% | 2,900 | -3,200 | -52.5% | -$276.92万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $250.78万 | 0.01% | 8,735 | 498 | 6.0% | $14.30万 | 加仓 |
| XEL | XCEL ENERGY INC | $250.45万 | 0.01% | 31,316 | 2,805 | 9.8% | $22.43万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $249.72万 | 0.01% | 102,781 | 1,887 | 1.9% | $4.58万 | 加仓 |
| NEE | NEXTERA ENERGY INC 看跌期权 | $248.92万 | 0.01% | 26,800 | -3,200 | -10.7% | -$29.72万 | 减仓 |
| NDAQ | NASDAQ INC | $247.46万 | 0.01% | 29,148 | -16,764 | -36.5% | -$142.32万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $245.67万 | 0.01% | 76,748 | -109,146 | -58.7% | -$349.38万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $245.49万 | 0.01% | 26,048 | -15,627 | -37.5% | -$147.28万 | 减仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $244.97万 | 0.01% | 106,400 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC | $243.77万 | 0.01% | 51,877 | -5,002 | -8.8% | -$23.50万 | 减仓 |
| AAPL | APPLE INC 看涨期权 | $243.64万 | 0.01% | 9,600 | 200 | 2.1% | $5.08万 | 加仓 |
| COHR | COHERENT CORP | $240.61万 | 0.01% | 10,100 | -396 | -3.8% | -$9.43万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $238.43万 | 0.01% | 15,759 | 3,112 | 24.6% | $47.08万 | 加仓 |
| XTRE | BONDBLOXX ETF TRUST | $238.06万 | 0.01% | 48,082 | 1,821 | 3.9% | $9.02万 | 加仓 |
| — | ENERGY TRANSFER L P | $236.92万 | 0.01% | 204,771 | 204,771 | — | $236.92万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $236.86万 | 0.01% | 21,078 | 3,901 | 22.7% | $43.84万 | 加仓 |
| YUM | YUM BRANDS INC | $236.81万 | 0.01% | 15,228 | -6,123 | -28.7% | -$95.22万 | 减仓 |
| SRE | SEMPRA | $236.43万 | 0.01% | 24,193 | 3,666 | 17.9% | $35.83万 | 加仓 |
| WMT | WALMART INC 看跌期权 | $236.13万 | 0.01% | 19,000 | -8,000 | -29.6% | -$99.42万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $235.89万 | 0.01% | 14,153 | 395 | 2.9% | $6.58万 | 加仓 |
| QCOM | QUALCOMM INC 看跌期权 | $234.38万 | 0.01% | 18,200 | 4,300 | 30.9% | $55.38万 | 加仓 |
| PH | PARKER-HANNIFIN CORP 看跌期权 | $232.76万 | 0.01% | 2,600 | 200 | 8.3% | $17.90万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS 看跌期权 | $232.69万 | 0.01% | 9,600 | -2,000 | -17.2% | -$48.48万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $232.57万 | 0.01% | 8,369 | -600 | -6.7% | -$16.67万 | 减仓 |
| DE | DEERE & CO 看跌期权 | $230.95万 | 0.01% | 4,100 | -300 | -6.8% | -$16.90万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $230.94万 | 0.01% | 19,946 | -1,048 | -5.0% | -$12.13万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $229.63万 | 0.01% | 39,878 | -35,224 | -46.9% | -$202.83万 | 减仓 |
| VLTO | VERALTO CORP | $227.22万 | 0.01% | 25,675 | -6,682 | -20.7% | -$59.14万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $226.87万 | 0.01% | 63,619 | -53,173 | -45.5% | -$189.62万 | 减仓 |
| — | THOMSON REUTERS CORP | $224.94万 | 0.01% | 24,998 | -20,810 | -45.4% | -$187.25万 | 减仓 |
| UPBD | UPBOUND GROUP INC | $224.87万 | 0.01% | 124,581 | -182,205 | -59.4% | -$328.88万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $224.31万 | 0.01% | 69,164 | -14,582 | -17.4% | -$47.29万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $223.87万 | 0.01% | 27,653 | 1,301 | 4.9% | $10.53万 | 加仓 |
| IDXX | IDEXX LABS INC | $221.59万 | 0.01% | 3,943 | -132 | -3.2% | -$7.42万 | 减仓 |
| AOK | ISHARES TR | $221.39万 | 0.01% | 55,500 | -101,219 | -64.6% | -$403.77万 | 减仓 |
| PG | PROCTER & GAMBLE CO 看跌期权 | $219.55万 | 0.01% | 15,200 | -100 | -0.7% | -$1.44万 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $216.45万 | 0.01% | 24,597 | 21,710 | 752.0% | $191.05万 | 加仓 |
| AES | AES CORP | $215.96万 | 0.01% | 153,270 | 153,270 | — | $215.96万 | 新建仓 |
| V | VISA INC 看跌期权 | $214.59万 | 0.01% | 7,100 | 2,100 | 42.0% | $63.47万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $213.86万 | 0.01% | 9,763 | 620 | 6.8% | $13.58万 | 加仓 |
| IRM | IRON MTN INC DEL | $213.11万 | 0.01% | 20,708 | -507 | -2.4% | -$5.22万 | 减仓 |
| MPLX | MPLX LP | $212.04万 | 0.01% | 37,155 | -26,249 | -41.4% | -$149.80万 | 减仓 |
| NOBL | PROSHARES TR | $211.08万 | 0.01% | 19,910 | -2,014 | -9.2% | -$21.35万 | 减仓 |
| DXCM | DEXCOM INC | $209.28万 | 0.01% | 33,324 | 10,125 | 43.6% | $63.59万 | 加仓 |
| RDNT | RADNET INC | $208.84万 | 0.01% | 37,367 | 67 | 0.2% | $3,745 | 加仓 |
| IBB | ISHARES TR | $208.56万 | 0.01% | 12,350 | -20,288 | -62.2% | -$342.61万 | 减仓 |
| HSY | HERSHEY CO | $208.15万 | 0.01% | 10,011 | 742 | 8.0% | $15.43万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $208.02万 | 0.01% | 130,992 | 22,030 | 20.2% | $34.98万 | 加仓 |
| VMC | VULCAN MATLS CO | $206.66万 | 0.01% | 7,589 | -3,002 | -28.3% | -$81.75万 | 减仓 |
| OEF | ISHARES TR | $204.16万 | 0.01% | 6,419 | -98 | -1.5% | -$3.12万 | 减仓 |
| — | SSGA ACTIVE TR | $203.65万 | 0.01% | 82,382 | 18,771 | 29.5% | $46.40万 | 加仓 |
| ZTS | ZOETIS INC | $203.48万 | 0.01% | 17,207 | -12,664 | -42.4% | -$149.76万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $202.99万 | 0.01% | 43,428 | 27,403 | 171.0% | $128.08万 | 加仓 |