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 |
|---|---|---|---|---|---|---|---|---|
| WSM | WILLIAMS SONOMA INC | $146.90万 | 0.00% | 8,055 | 1,013 | 14.4% | $18.47万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $146.85万 | 0.00% | 65,660 | 2,848 | 4.5% | $6.37万 | 加仓 |
| ING | ING GROEP N.V. | $145.58万 | 0.00% | 55,885 | 8,508 | 18.0% | $22.16万 | 加仓 |
| ES | EVERSOURCE ENERGY | $145.48万 | 0.00% | 20,996 | 2,113 | 11.2% | $14.64万 | 加仓 |
| MFC | MANULIFE FINL CORP | $145.36万 | 0.00% | 42,205 | 950 | 2.3% | $3.27万 | 加仓 |
| IYR | ISHARES TR | $145.06万 | 0.00% | 15,340 | -109 | -0.7% | -$1.03万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $144.69万 | 0.00% | 12,539 | 9,863 | 368.6% | $113.81万 | 加仓 |
| PPG | PPG INDS INC | $144.50万 | 0.00% | 13,518 | 1,864 | 16.0% | $19.93万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $144.40万 | 0.00% | 2,452 | 532 | 27.7% | $31.33万 | 加仓 |
| AMGN | AMGEN INC 看跌期权 | $144.26万 | 0.00% | 4,100 | -1,700 | -29.3% | -$59.81万 | 减仓 |
| — | WISDOMTREE TR | $144.04万 | 0.00% | 43,485 | -627 | -1.4% | -$2.08万 | 减仓 |
| IWC | ISHARES TR | $143.10万 | 0.00% | 8,965 | 2,708 | 43.3% | $43.23万 | 加仓 |
| HAPN | LENDINGCLUB ISSUANCE TR SER | $143.03万 | 0.00% | 99,880 | -25 | -0.0% | -$358 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $142.57万 | 0.00% | 4,868 | 8 | 0.2% | $2,343 | 加仓 |
| OBIL | RBB FD INC | $142.42万 | 0.00% | 28,441 | -27,026 | -48.7% | -$135.33万 | 减仓 |
| DTCR | GLOBAL X FDS | $142.41万 | 0.00% | 59,435 | -12,873 | -17.8% | -$30.84万 | 减仓 |
| DX | DYNEX CAP INC | $141.92万 | 0.00% | 109,768 | 56,026 | 104.2% | $72.44万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $141.57万 | 0.00% | 23,186 | -8,882 | -27.7% | -$54.23万 | 减仓 |
| ZG | ZILLOW GROUP INC | $141.01万 | 0.00% | 34,068 | -16,778 | -33.0% | -$69.44万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $140.87万 | 0.00% | 6,524 | 616 | 10.4% | $13.30万 | 加仓 |
| CMS | CMS ENERGY CORP | $140.61万 | 0.00% | 18,123 | 174 | 1.0% | $1.35万 | 加仓 |
| — | BARON ETF TR | $140.54万 | 0.00% | 60,245 | 60,245 | — | $140.54万 | 新建仓 |
| CRH | CRH PLC | $140.21万 | 0.00% | 13,291 | 6,932 | 109.0% | $73.13万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $140.04万 | 0.00% | 56,468 | -9,740 | -14.7% | -$24.16万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $139.99万 | 0.00% | 9,773 | 710 | 7.8% | $10.17万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $139.70万 | 0.00% | 112,625 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $139.60万 | 0.00% | 16,500 | 10,333 | 167.6% | $87.43万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $139.49万 | 0.00% | 7,988 | -277 | -3.4% | -$4.84万 | 减仓 |
| ICLN | ISHARES TR | $138.98万 | 0.00% | 75,985 | 3,202 | 4.4% | $5.86万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND 看跌期权 | $138.96万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $138.72万 | 0.00% | 14,608 | 4,822 | 49.3% | $45.79万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $138.27万 | 0.00% | 20,205 | -2,491 | -11.0% | -$17.05万 | 减仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $138.27万 | 0.00% | 77,071 | -722 | -0.9% | -$1.30万 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $137.21万 | 0.00% | 18,898 | -333 | -1.7% | -$2.42万 | 减仓 |
| EIX | EDISON INTL | $136.78万 | 0.00% | 18,691 | 6,477 | 53.0% | $47.40万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $136.62万 | 0.00% | 27,406 | 8,051 | 41.6% | $40.13万 | 加仓 |
| PWRD | TCW ETF TRUST | $136.04万 | 0.00% | 13,914 | 1,373 | 10.9% | $13.42万 | 加仓 |
| RPAR | TIDAL TRUST I | $135.83万 | 0.00% | 61,018 | 61,018 | — | $135.83万 | 新建仓 |
| DGS | WISDOMTREE TR | $135.80万 | 0.00% | 22,595 | -136 | -0.6% | -$8,174 | 减仓 |
| LQD | ISHARES TR | $135.74万 | 0.00% | 12,453 | -27,900 | -69.1% | -$304.11万 | 减仓 |
| TSN | TYSON FOODS INC | $135.68万 | 0.00% | 21,175 | -15,768 | -42.7% | -$101.03万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $135.65万 | 0.00% | 27,145 | 2,380 | 9.6% | $11.89万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $134.49万 | 0.00% | 54,252 | 54,252 | — | $134.49万 | 新建仓 |
| FISV | FISERV INC | $134.48万 | 0.00% | 24,099 | -13,798 | -36.4% | -$77.00万 | 减仓 |
| CLX | CLOROX CO DEL | $134.46万 | 0.00% | 12,975 | 3,104 | 31.4% | $32.17万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $134.09万 | 0.00% | 42,798 | -65,850 | -60.6% | -$206.31万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $133.85万 | 0.00% | 17,363 | 6,649 | 62.1% | $51.26万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $133.51万 | 0.00% | 37,672 | -1,595 | -4.1% | -$5.65万 | 减仓 |
| — | SSGA ACTIVE TR | $132.97万 | 0.00% | 54,163 | 40,490 | 296.1% | $99.40万 | 加仓 |
| MTB | M & T BK CORP | $132.71万 | 0.00% | 6,418 | 1,810 | 39.3% | $37.43万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $132.48万 | 0.00% | 1,209 | -730 | -37.6% | -$79.99万 | 减仓 |
| FFIV | F5 INC | $132.17万 | 0.00% | 4,567 | -222 | -4.6% | -$6.42万 | 减仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $132.07万 | 0.00% | 116,878 | -354 | -0.3% | -$4,000 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $131.87万 | 0.00% | 12,415 | 76 | 0.6% | $8,072 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $131.82万 | 0.00% | 2,178 | -177 | -7.5% | -$10.71万 | 减仓 |
| LMND | LEMONADE INC | $131.75万 | 0.00% | 21,020 | 21,020 | — | $131.75万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $131.66万 | 0.00% | 6,166 | 4,532 | 277.4% | $96.77万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $131.41万 | 0.00% | 13,915 | -853 | -5.8% | -$8.06万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $131.31万 | 0.00% | 11,783 | -4,571 | -28.0% | -$50.94万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $131.30万 | 0.00% | 50,345 | 40,496 | 411.2% | $105.61万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $131.25万 | 0.00% | 7,122 | 79 | 1.1% | $1.46万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $131.20万 | 0.00% | 10,308 | -3,708 | -26.5% | -$47.20万 | 减仓 |
| PCAR | PACCAR INC | $130.79万 | 0.00% | 11,322 | -2,072 | -15.5% | -$23.94万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $129.44万 | 0.00% | 36,256 | -6,082 | -14.4% | -$21.71万 | 减仓 |
| GIS | GENERAL MILLS INC | $129.32万 | 0.00% | 34,745 | -3,614 | -9.4% | -$13.45万 | 减仓 |
| — | SSGA ACTIVE TR | $129.03万 | 0.00% | 51,810 | 28,685 | 124.0% | $71.44万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $128.64万 | 0.00% | 4,997 | -145 | -2.8% | -$3.73万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $128.62万 | 0.00% | 50,600 | 7,800 | 18.2% | $19.83万 | 加仓 |
| INTC | INTEL CORP 看跌期权 | $128.42万 | 0.00% | 29,100 | 12,200 | 72.2% | $53.84万 | 加仓 |
| CB | CHUBB LTD SWITZ 看跌期权 | $127.11万 | 0.00% | 3,900 | 3,000 | 333.3% | $97.78万 | 加仓 |
| IOT | SAMSARA INC | $126.90万 | 0.00% | 40,044 | -9,466 | -19.1% | -$30.00万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $126.79万 | 0.00% | 12,584 | -6,318 | -33.4% | -$63.66万 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $126.76万 | 0.00% | 54,181 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $126.52万 | 0.00% | 133,461 | 11,252 | 9.2% | $10.67万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $125.77万 | 0.00% | 5,292 | -55,416 | -91.3% | -$1,317.04万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC 看跌期权 | $125.16万 | 0.00% | 17,400 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $125.02万 | 0.00% | 906 | 132 | 17.1% | $18.21万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $124.54万 | 0.00% | 20,135 | 20,135 | — | $124.54万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $124.52万 | 0.00% | 110,387 | 68,378 | 162.8% | $77.13万 | 加仓 |
| HACK | AMPLIFY ETF TR | $123.62万 | 0.00% | 16,461 | -245 | -1.5% | -$1.84万 | 减仓 |
| BRO | BROWN & BROWN INC | $123.56万 | 0.00% | 18,946 | -306 | -1.6% | -$2.00万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $123.42万 | 0.00% | 21,435 | 369 | 1.8% | $2.12万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $122.99万 | 0.00% | 11,853 | -1,911 | -13.9% | -$19.83万 | 减仓 |
| INCY | INCYTE CORP | $122.71万 | 0.00% | 13,037 | -1,970 | -13.1% | -$18.54万 | 减仓 |
| IBTO | ISHARES TR | $122.47万 | 0.00% | 50,214 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $122.25万 | 0.00% | 46,230 | -5,163 | -10.0% | -$13.65万 | 减仓 |
| HPQ | HP INC | $122.19万 | 0.00% | 63,207 | 3,910 | 6.6% | $7.56万 | 加仓 |
| HD | HOME DEPOT INC 看跌期权 | $121.69万 | 0.00% | 3,700 | -1,100 | -22.9% | -$36.18万 | 减仓 |
| DMXF | ISHARES TR | $121.26万 | 0.00% | 16,071 | 16,071 | — | $121.26万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $121.13万 | 0.00% | 8,939 | -4,716 | -34.5% | -$63.90万 | 减仓 |
| COKE | COCA COLA CONS INC | $121.03万 | 0.00% | 6,311 | 473 | 8.1% | $9.07万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD 看跌期权 | $120.44万 | 0.00% | 9,600 | -9,000 | -48.4% | -$112.91万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $120.41万 | 0.00% | 19,445 | -5,123 | -20.9% | -$31.72万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $119.97万 | 0.00% | 26,190 | -2,966 | -10.2% | -$13.59万 | 减仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $119.56万 | 0.00% | 209,747 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $119.22万 | 0.00% | 12,486 | 26 | 0.2% | $2,483 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $118.99万 | 0.00% | 52,765 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $118.69万 | 0.00% | 17,695 | 8,959 | 102.6% | $60.09万 | 加仓 |
| EFA | ISHARES TR 看跌期权 | $118.50万 | 0.00% | 12,200 | -23,400 | -65.7% | -$227.28万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $118.34万 | 0.00% | 2,439 | -1,103 | -31.1% | -$53.52万 | 减仓 |