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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $31.40亿 | 9.61% | 4,828,708 | 498,808 | 11.5% | $3.24亿 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $29.51亿 | 9.03% | 4,538,112 | -1,188,288 | -20.8% | -$7.73亿 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.27亿 | 8.65% | 4,336,222 | 887,790 | 25.7% | $5.79亿 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $14.00亿 | 4.28% | 70,691,925 | 3,854,896 | 5.8% | $7,634.99万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $10.46亿 | 3.20% | 53,572,236 | -4,007,284 | -7.0% | -$7,826.23万 | 减仓 |
| AAPL | APPLE INC | $9.75亿 | 2.98% | 3,842,432 | -581,195 | -13.1% | -$1.48亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $9.39亿 | 2.87% | 5,384,910 | 41,589 | 0.8% | $725.35万 | 加仓 |
| MSFT | MICROSOFT CORP | $7.10亿 | 2.17% | 1,917,002 | 64,348 | 3.5% | $2,381.99万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $4.53亿 | 1.38% | 2,175,818 | 75,631 | 3.6% | $1,573.50万 | 加仓 |
| IVW | ISHARES TR | $4.38亿 | 1.34% | 3,873,907 | 85,467 | 2.3% | $966.72万 | 加仓 |
| IVE | ISHARES TR | $4.10亿 | 1.26% | 1,944,079 | 81,088 | 4.4% | $1,712.18万 | 加仓 |
| AMZN | AMAZON COM INC | $3.72亿 | 1.14% | 1,786,772 | -29,657 | -1.6% | -$617.67万 | 减仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $3.12亿 | 0.96% | 541,400 | 323,900 | 148.9% | $1.87亿 | 加仓 |
| MYCH | SSGA ACTIVE TR | $3.07亿 | 0.94% | 12,291,898 | 12,072,034 | 5,490.7% | $3.01亿 | 加仓 |
| GOOGL | ALPHABET INC | $2.98亿 | 0.91% | 1,037,861 | -122,677 | -10.6% | -$3,527.74万 | 减仓 |
| IVV | ISHARES TR | $2.75亿 | 0.84% | 420,398 | -32,189 | -7.1% | -$2,102.63万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2.59亿 | 0.79% | 448,675 | 58,781 | 15.1% | $3,392.74万 | 加仓 |
| ITOT | ISHARES TR | $2.44亿 | 0.75% | 1,711,050 | -76,600 | -4.3% | -$1,091.02万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2.40亿 | 0.73% | 401,695 | -111,321 | -21.7% | -$6,652.77万 | 减仓 |
| AVGO | BROADCOM INC | $2.25亿 | 0.69% | 725,801 | -17,902 | -2.4% | -$554.09万 | 减仓 |
| GOOG | ALPHABET INC | $2.12亿 | 0.65% | 738,810 | -27,149 | -3.5% | -$778.80万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $1.87亿 | 0.57% | 2,670,135 | -37,490 | -1.4% | -$263.18万 | 减仓 |
| — | ISHARES TR | $1.72亿 | 0.53% | 6,967,513 | 6,912,420 | 12,546.8% | $1.71亿 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.59亿 | 0.49% | 539,119 | -53,231 | -9.0% | -$1,565.85万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.56亿 | 0.48% | 325,156 | 3,725 | 1.2% | $178.50万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $1.55亿 | 0.47% | 611,200 | -212,800 | -25.8% | -$5,400.65万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1.53亿 | 0.47% | 218,616 | 17,308 | 8.6% | $1,207.62万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $1.52亿 | 0.46% | 2,160,071 | 127,325 | 6.3% | $895.86万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $1.50亿 | 0.46% | 1,738,015 | -371 | -0.0% | -$3.21万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1.45亿 | 0.44% | 451,161 | -752 | -0.2% | -$24.12万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $1.41亿 | 0.43% | 8,438,015 | 587,893 | 7.5% | $982.90万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $1.40亿 | 0.43% | 1,503,754 | 19,658 | 1.3% | $183.33万 | 加仓 |
| IWF | ISHARES TR | $1.39亿 | 0.43% | 326,296 | -49,184 | -13.1% | -$2,097.36万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $1.39亿 | 0.42% | 2,037,547 | -27,623 | -1.3% | -$188.17万 | 减仓 |
| TSLA | TESLA INC | $1.36亿 | 0.41% | 364,691 | -23,848 | -6.1% | -$886.55万 | 减仓 |
| META | META PLATFORMS INC | $1.33亿 | 0.41% | 232,238 | -48,860 | -17.4% | -$2,795.46万 | 减仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $1.30亿 | 0.40% | 351,100 | -45,800 | -11.5% | -$1,695.38万 | 减仓 |
| IEFA | ISHARES TR | $1.21亿 | 0.37% | 1,333,556 | -593,700 | -30.8% | -$5,374.97万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.20亿 | 0.37% | 120,300 | 5,428 | 4.7% | $540.88万 | 加仓 |
| GLD | SPDR GOLD TR | $1.19亿 | 0.37% | 277,495 | -7,217 | -2.5% | -$310.54万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $1.18亿 | 0.36% | 6,346,510 | -39,673 | -0.6% | -$74.03万 | 减仓 |
| — | EXXON MOBIL CORP | $1.16亿 | 0.35% | 682,729 | -54,447 | -7.4% | -$923.75万 | 减仓 |
| IBDT | ISHARES TR | $1.13亿 | 0.35% | 4,475,447 | 2,056,180 | 85.0% | $5,208.31万 | 加仓 |
| IBDR | ISHARES TR | $1.13亿 | 0.35% | 4,673,929 | 1,095,447 | 30.6% | $2,655.36万 | 加仓 |
| IBDS | ISHARES TR | $1.13亿 | 0.34% | 4,651,050 | 1,093,639 | 30.7% | $2,650.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $1.09亿 | 0.33% | 623,000 | -69,600 | -10.0% | -$1,213.82万 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $1.07亿 | 0.33% | 2,194,315 | -2,565 | -0.1% | -$12.56万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $1.07亿 | 0.33% | 513,633 | 498,123 | 3,211.6% | $1.04亿 | 加仓 |
| IWY | ISHARES TR | $1.06亿 | 0.32% | 426,268 | -32,739 | -7.1% | -$814.68万 | 减仓 |
| IWV | ISHARES TR | $1.02亿 | 0.31% | 274,951 | -785 | -0.3% | -$29.10万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1.02亿 | 0.31% | 519,060 | -9,758 | -1.8% | -$191.45万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1.01亿 | 0.31% | 4,921,699 | -420,368 | -7.9% | -$858.52万 | 减仓 |
| LLY | ELI LILLY & CO | $1.00亿 | 0.31% | 108,867 | -21,808 | -16.7% | -$2,005.87万 | 减仓 |
| WMT | WALMART INC | $9,854.01万 | 0.30% | 791,815 | -161,403 | -16.9% | -$2,008.63万 | 减仓 |
| NFLX | NETFLIX INC. | $9,794.10万 | 0.30% | 1,018,627 | 753,334 | 284.0% | $7,243.31万 | 加仓 |
| IWB | ISHARES TR | $9,716.28万 | 0.30% | 272,499 | -9,377 | -3.3% | -$334.35万 | 减仓 |
| ABBV | ABBVIE INC | $9,405.74万 | 0.29% | 432,465 | 11,334 | 2.7% | $246.50万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $9,071.62万 | 0.28% | 3,114,183 | -59,779 | -1.9% | -$174.14万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $9,003.08万 | 0.28% | 368,309 | -13,707 | -3.6% | -$335.06万 | 减仓 |
| IWX | ISHARES TR | $8,957.31万 | 0.27% | 966,581 | -7,088 | -0.7% | -$65.68万 | 减仓 |
| IWR | ISHARES TR | $8,918.78万 | 0.27% | 917,285 | 31,934 | 3.6% | $310.49万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $8,307.82万 | 0.25% | 98,201 | -9,018 | -8.4% | -$762.92万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,154.98万 | 0.25% | 1,272,621 | 22,688 | 1.8% | $145.39万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $8,147.40万 | 0.25% | 1,609,839 | 199,286 | 14.1% | $1,008.59万 | 加仓 |
| IJR | ISHARES TR | $7,868.46万 | 0.24% | 632,966 | 3,693 | 0.6% | $45.91万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $7,839.76万 | 0.24% | 535,941 | 120,843 | 29.1% | $1,767.69万 | 加仓 |
| HD | HOME DEPOT INC | $7,796.54万 | 0.24% | 237,047 | 1,489 | 0.6% | $48.97万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7,744.43万 | 0.24% | 228,581 | -31,956 | -12.3% | -$1,082.68万 | 减仓 |
| SHY | ISHARES TR | $7,677.45万 | 0.23% | 929,810 | 59,007 | 6.8% | $487.22万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $7,614.67万 | 0.23% | 174,329 | -7,605 | -4.2% | -$332.19万 | 减仓 |
| V | VISA INC | $7,610.53万 | 0.23% | 251,792 | -1,550 | -0.6% | -$46.85万 | 减仓 |
| IBDU | ISHARES TR | $7,599.08万 | 0.23% | 3,267,016 | 1,842,015 | 129.3% | $4,284.53万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $7,412.62万 | 0.23% | 925,999 | 922,814 | 28,973.8% | $7,387.13万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $7,241.30万 | 0.22% | 1,327,458 | 77,171 | 6.2% | $420.97万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $7,127.88万 | 0.22% | 210,903 | -4,729 | -2.2% | -$159.83万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $7,110.44万 | 0.22% | 1,358,767 | 16,876 | 1.3% | $88.31万 | 加仓 |
| AMAT | APPLIED MATLS INC | $6,701.52万 | 0.21% | 196,070 | -56,144 | -22.3% | -$1,918.96万 | 减仓 |
| IWD | ISHARES TR | $6,619.73万 | 0.20% | 309,810 | 127,471 | 69.9% | $2,723.68万 | 加仓 |
| RTX | RTX CORPORATION | $6,470.65万 | 0.20% | 335,436 | 35,440 | 11.8% | $683.65万 | 加仓 |
| AGG | ISHARES TR | $6,166.82万 | 0.19% | 621,215 | 21,490 | 3.6% | $213.33万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $5,973.66万 | 0.18% | 1,755,925 | 38,901 | 2.3% | $132.34万 | 加仓 |
| IWL | ISHARES TR | $5,960.38万 | 0.18% | 371,412 | -10,958 | -2.9% | -$175.85万 | 减仓 |
| IWM | ISHARES TR | $5,868.43万 | 0.18% | 236,641 | 55,493 | 30.6% | $1,376.16万 | 加仓 |
| VV | VANGUARD INDEX FDS | $5,806.56万 | 0.18% | 194,297 | 4,080 | 2.1% | $121.93万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $5,736.33万 | 0.18% | 268,197 | -98,479 | -26.9% | -$2,106.32万 | 减仓 |
| CAT | CATERPILLAR INC | $5,486.70万 | 0.17% | 77,444 | -15,415 | -16.6% | -$1,092.11万 | 减仓 |
| EPS | WISDOMTREE TR | $5,440.57万 | 0.17% | 798,789 | -31,713 | -3.8% | -$216.00万 | 减仓 |
| DGRW | WISDOMTREE TR | $5,326.86万 | 0.16% | 606,427 | -23,165 | -3.7% | -$203.48万 | 减仓 |
| ADI | ANALOG DEVICES INC | $5,303.36万 | 0.16% | 166,697 | 2,420 | 1.5% | $76.99万 | 加仓 |
| MCK | MCKESSON CORP | $5,287.91万 | 0.16% | 61,050 | -4,254 | -6.5% | -$368.46万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $5,229.18万 | 0.16% | 193,247 | -7,840 | -3.9% | -$212.15万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $5,081.06万 | 0.16% | 101,679 | -9,609 | -8.6% | -$480.18万 | 减仓 |
| IJH | ISHARES TR | $4,957.05万 | 0.15% | 733,999 | -188,126 | -20.4% | -$1,270.50万 | 减仓 |
| CRM | SALESFORCE INC | $4,845.88万 | 0.15% | 259,594 | 74,841 | 40.5% | $1,397.07万 | 加仓 |
| CVX | CHEVRON CORPORATION | $4,810.56万 | 0.15% | 232,503 | 9,555 | 4.3% | $197.70万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $4,723.51万 | 0.14% | 502,606 | -30,269 | -5.7% | -$284.47万 | 减仓 |
| EWJ | ISHARES INC | $4,702.51万 | 0.14% | 556,904 | 327,597 | 142.9% | $2,766.23万 | 加仓 |
| IWS | ISHARES TR | $4,681.58万 | 0.14% | 321,226 | 20,686 | 6.9% | $301.48万 | 加仓 |
| VO | VANGUARD INDEX FDS | $4,580.87万 | 0.14% | 159,510 | 18,701 | 13.3% | $537.06万 | 加仓 |
| KRMN | KARMAN HLDGS INC 看跌期权 | $4,562.85万 | 0.14% | 570,000 | 570,000 | — | $4,562.85万 | 新建仓 |