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Lido Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Lido Advisors, LLC
报告期 2026-03-31 · CIK 0001650150
持仓数
1,938
前50大市值合计
$21.89B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 2
增持 15
减持 130
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$2.06B
9,112,190
-34%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$241.8M
10,561,214
-3%
增持
—
INVESCO EXCH TRD SLF IDX FD
-$236.5M
13,110,705
+9%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
AAPL
APPLE INC
-$212.0M
2,163,178
-49%
减持
IVW
ISHARES TR
-$139.1M
2,024,586
-5%
减持
FTEC
FIDELITY COVINGTON TRUST
-$91.4M
1,339,875
-44%
减持
MSFT
MICROSOFT CORP
-$89.2M
515,879
-45%
减持
AMZN
AMAZON COM INC
-$69.5M
29,515
-42%
减持
FNCL
FIDELITY COVINGTON TRUST
-$64.2M
1,231,443
-42%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$59.7M
0
-100%
减持
FDIS
FIDELITY COVINGTON TRUST
-$59.6M
915,247
-26%
减持
FCOM
FIDELITY COVINGTON TRUST
-$55.4M
1,103,797
-50%
增持
IVE
ISHARES TR
-$53.4M
515,049
+4%
减持
FHLC
FIDELITY COVINGTON TRUST
-$51.7M
1,270,050
-28%
减持
TSLA
TESLA INC
-$49.6M
49,465
-49%
减持
ESS
ESSEX PPTY TR INC
-$48.2M
166,607
-6%
减持
XLC
SELECT SECTOR SPDR TR
-$43.0M
72,846
-88%
减持
MO
ALTRIA GROUP INC
-$42.8M
1,086,727
-47%
减持
FIDU
FIDELITY COVINGTON TRUST
-$41.4M
1,031,086
-46%
减持
GOOGL
ALPHABET INC
-$40.4M
19,521
-46%
减持
META
META PLATFORMS INC
-$37.6M
129,837
-46%
减持
EEM
ISHARES TR
-$36.9M
713,745
-48%
减持
FXI
ISHARES TR
-$35.5M
654,326
-57%
减持
—
LAM RESEARCH CORP
-$34.9M
31,439
-69%
减持
AGNT
EXP WORLD HLDGS INC
-$34.8M
578,089
-58%
减持
AA
ALCOA CORP
-$33.6M
84,657
-89%
减持
XLF
SELECT SECTOR SPDR TR
-$33.5M
797,696
-60%
减持
JETS
ETF SER SOLUTIONS
-$31.2M
13,012
-99%
减持
JNJ
JOHNSON & JOHNSON
-$30.8M
229,774
-47%
减持
URI
UNITED RENTALS INC
-$29.4M
9,665
-96%
减持
UNH
UNITEDHEALTH GROUP INC
-$27.8M
72,926
-38%
减持
NVDA
NVIDIA CORPORATION
-$24.4M
205,015
-50%
减持
NUE
NUCOR CORP
-$24.4M
32,885
-88%
减持
—
INVESCO QQQ TR
-$24.0M
56,800
-56%
减持
JPM
JPMORGAN CHASE & CO
-$23.1M
158,567
-46%
减持
GOOG
ALPHABET INC
-$22.3M
11,302
-45%
减持
NFLX
NETFLIX INC
-$21.8M
41,759
-46%
增持
FSTA
FIDELITY COVINGTON TRUST
-$20.6M
732,501
+8%
增持
PFFD
GLOBAL X FDS
-$19.8M
1,128,046
+3%
减持
—
INVESCO EXCH TRD SLF IDX FD
+$19.6M
1,087,444
-21%
减持
ADI
ANALOG DEVICES INC
-$18.8M
118,426
-50%
减持
V
VISA INC
-$18.5M
80,219
-15%
减持
QQQ
INVESCO QQQ TR
-$18.0M
71,686
-63%
减持
PG
PROCTER AND GAMBLE CO
-$17.1M
151,902
-49%
减持
BND
VANGUARD BD INDEX FDS
-$16.8M
178,690
-32%
减持
XLE
SELECT SECTOR SPDR TR
-$16.5M
347,039
-35%
减持
GS
GOLDMAN SACHS GROUP INC
-$16.5M
49,175
-47%
增持
XLK
SELECT SECTOR SPDR TR
+$16.1M
122,779
+27%
减持
AMGN
AMGEN INC
-$15.6M
12,752
-85%
减持
VGT
VANGUARD WORLD FDS
-$15.5M
37,980
-36%
增持
SHY
ISHARES TR
+$15.2M
194,412
+6%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$15.0M
33,780
-43%
减持
HD
HOME DEPOT INC
-$14.7M
93,520
-41%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$14.6M
312,027
-25%
增持
XLRE
SELECT SECTOR SPDR TR
-$14.2M
408,990
+0%
减持
SSP
SCRIPPS E W CO OHIO
-$14.1M
839,570
-1%
减持
BX
BLACKSTONE INC
-$13.8M
150,788
-47%
增持
VTI
VANGUARD INDEX FDS
-$13.5M
70,970
+1%
减持
EFA
ISHARES TR
-$13.4M
283,476
-7%
减持
NKE
NIKE INC
-$13.2M
133,178
-45%
减持
FENY
FIDELITY COVINGTON TRUST
-$12.1M
1,000,425
-3%
减持
MTUM
ISHARES TR
-$12.1M
72,063
-12%
增持
IJK
ISHARES TR
-$11.9M
197,236
+3%
减持
TGT
TARGET CORP
-$11.8M
67,509
-44%
减持
IJJ
ISHARES TR
-$11.6M
142,050
-94%
减持
PEP
PEPSICO INC
-$11.4M
123,847
-43%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$11.4M
52,083
-47%
减持
USMV
ISHARES TR
-$11.3M
188,133
-3%
减持
CRM
SALESFORCE COM INC
-$10.5M
80,824
-29%
减持
ABBV
ABBVIE INC
-$10.3M
172,231
-45%
减持
ROKU
ROKU INC
-$10.2M
39,459
-36%
减持
AMD
ADVANCED MICRO DEVICES INC
-$10.2M
146,258
-52%
减持
FDLO
FIDELITY COVINGTON TRUST
-$9.8M
194,225
-21%
清仓
PAG
PENSKE AUTOMOTIVE GRP INC
-$9.8M
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$9.7M
111,191
-31%
增持
VYM
VANGUARD WHITEHALL FDS
-$9.6M
175,939
+16%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$9.5M
146,106
-5%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$9.4M
116,116
-44%
增持
IEF
ISHARES TR
-$9.4M
151,454
+20%
清仓
ZG
ZILLOW GROUP INC
-$9.0M
0
-100%
减持
MRK
MERCK & CO INC
-$9.0M
126,765
-49%
减持
BAC
BK OF AMERICA CORP
-$8.8M
271,485
-45%
减持
VOO
VANGUARD INDEX FDS
-$8.6M
20,723
-24%
减持
—
ANNALY CAPITAL MANAGEMENT IN
-$8.6M
95,395
-84%
减持
WYNN
WYNN RESORTS LTD
-$8.5M
13,670
-76%
减持
FUTY
FIDELITY COVINGTON TRUST
-$8.2M
315,304
-37%
减持
IWF
ISHARES TR
-$8.1M
30,418
-38%
减持
CSCO
CISCO SYS INC
-$8.1M
202,264
-47%
减持
DIS
DISNEY WALT CO
-$8.0M
65,849
-28%
减持
TXN
TEXAS INSTRS INC
-$7.9M
46,204
-50%
减持
CMCSA
COMCAST CORP NEW
-$7.8M
110,636
-54%
减持
—
EXXON MOBIL CORP
-$7.8M
164,542
-46%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$7.7M
742,275
-20%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$7.7M
10,257
-48%
建仓
BTI
BRITISH AMERN TOB PLC
+$7.5M
200,429
增持
ARKG
ARK ETF TR
-$7.3M
119,355
+18%
减持
LLY
LILLY ELI & CO
-$7.2M
29,853
-55%
减持
—
CANOPY GROWTH CORP
-$7.2M
386,581
-49%
减持
VLUE
ISHARES TR
-$7.2M
66,700
-53%
减持
JBHT
HUNT J B TRANS SVCS INC
-$7.1M
70,102
-45%
减持
INTC
INTEL CORP
-$7.1M
127,745
-50%
减持
BOND
PIMCO ETF TR
-$6.9M
58,817
-10%
增持
IHAK
ISHARES TR
-$6.6M
173,228
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$6.6M
119,180
-30%
减持
WMT
WALMART INC
-$6.5M
78,804
-71%
减持
IYW
ISHARES TR
-$6.4M
61,931
-15%
减持
SIZE
ISHARES TR
-$6.4M
57,913
-74%
减持
STIP
ISHARES TR
-$6.3M
57,165
-19%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$6.3M
77,889
-29%
减持
MCK
MCKESSON CORP
-$6.3M
56,792
-44%
增持
SNSR
GLOBAL X FDS
-$6.2M
211,440
+2%
减持
QCOM
QUALCOMM INC
-$6.2M
103,315
-47%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$6.1M
313,917
-48%
减持
IVV
ISHARES TR
-$6.1M
35,332
-13%
减持
KMB
KIMBERLY-CLARK CORP
-$6.1M
42,132
-54%
减持
MA
MASTERCARD INCORPORATED
-$6.1M
22,732
-44%
减持
DHR
DANAHER CORPORATION
-$6.0M
32,611
-41%
减持
VTV
VANGUARD INDEX FDS
-$6.0M
43,050
-40%
减持
MPT
MEDICAL PPTYS TRUST INC
-$5.9M
86,995
-58%
减持
WMB
WILLIAMS COS INC
-$5.9M
25,750
-87%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$5.9M
40,182
-100%
减持
ORCL
ORACLE CORP
-$5.8M
95,592
-42%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$5.8M
93,397
-42%
减持
QUAL
ISHARES TR
-$5.8M
56,690
-65%
减持
SBUX
STARBUCKS CORP
-$5.6M
59,153
-47%
减持
—
CARNIVAL CORP
-$5.6M
188,457
-50%
减持
XLY
SELECT SECTOR SPDR TR
-$5.5M
31,922
-52%
减持
MGK
VANGUARD WORLD FD
-$5.5M
22,925
-86%
增持
—
UNILEVER PLC
-$5.5M
147,495
+18%
减持
IWD
ISHARES TR
-$5.3M
35,368
-27%
减持
ITOT
ISHARES TR
-$5.3M
99,013
-10%
减持
IWV
ISHARES TR
-$5.3M
22,250
-89%
减持
FREL
FIDELITY COVINGTON TRUST
-$5.0M
678,183
-52%
减持
XLI
SELECT SECTOR SPDR TR
-$5.0M
51,381
-48%
减持
GSLC
GOLDMAN SACHS ETF TR
-$5.0M
83,651
-4%
减持
IWB
ISHARES TR
-$4.9M
16,903
-63%
减持
FMAT
FIDELITY COVINGTON TRUST
-$4.8M
298,230
-77%
减持
BL
BLACKLINE INC
-$4.8M
48,083
-42%
减持
IGV
ISHARES TR
-$4.7M
14,399
-93%
减持
SCHX
SCHWAB STRATEGIC TR
-$4.7M
50,136
-21%
减持
XLP
SELECT SECTOR SPDR TR
-$4.7M
71,827
-18%
减持
PFE
PFIZER INC
-$4.7M
238,225
-45%
减持
XLV
SELECT SECTOR SPDR TR
-$4.6M
40,327
-61%
减持
IBB
ISHARES TR
-$4.6M
35,562
-32%
减持
BA
BOEING CO
-$4.6M
22,790
-45%
建仓
KLAC
KLA CORP
+$4.5M
10,573
减持
AMAT
APPLIED MATLS INC
-$4.5M
76,732
-41%
减持
ARKF
ARK ETF TR
-$4.4M
35,431
-60%
减持
PFF
ISHARES TR
-$4.4M
119,408
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$4.4M
130,845
-17%