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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 17
增持 99
减持 30
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$701.5M
8,829,645
+16%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$220.8M
12,393,205
+716%
增持
AAPL
APPLE INC
+$129.5M
2,555,801
+14%
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。
增持
IVE
ISHARES TR
-$121.1M
877,314
+5%
增持
AGG
ISHARES TR
+$106.0M
1,121,918
+1787%
增持
VOO
VANGUARD INDEX FDS
+$72.8M
221,978
+633%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$61.3M
1,426,043
+1811%
增持
AMZN
AMAZON COM INC
+$41.5M
862,820
+52%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$40.2M
561,991
+14160%
增持
MSFT
MICROSOFT CORP
+$38.1M
669,000
+4%
增持
FTEC
FIDELITY COVINGTON TRUST
+$34.8M
1,529,261
+4%
增持
VTEB
VANGUARD MUN BD FDS
+$33.8M
680,433
+5206%
增持
VTI
VANGUARD INDEX FDS
-$32.1M
292,604
+21%
减持
SHY
ISHARES TR
-$30.0M
104,383
-78%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$29.1M
315,619
增持
—
INVESCO EXCH TRD SLF IDX FD
+$28.5M
47,049,884
+3%
增持
IJK
ISHARES TR
-$26.0M
402,120
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$24.2M
145,483
+117%
减持
XLP
SELECT SECTOR SPDR TR
-$24.2M
124,533
-72%
增持
TSLA
TESLA INC
+$23.8M
224,213
+22%
建仓
ACWI
ISHARES TR
+$23.6M
259,273
增持
SCHV
SCHWAB STRATEGIC TR
+$22.6M
351,107
+5862%
减持
XLU
SELECT SECTOR SPDR TR
-$22.6M
25,011
-93%
增持
XLI
SELECT SECTOR SPDR TR
+$21.6M
260,615
+437%
建仓
ANGL
VANECK ETF TRUST
+$21.4M
764,754
增持
VXF
VANGUARD INDEX FDS
+$20.4M
152,364
+2085%
增持
SCHF
SCHWAB STRATEGIC TR
+$20.4M
668,065
+654%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$20.2M
333,428
+3608%
建仓
ACWX
ISHARES TR
+$19.4M
397,296
建仓
IBDW
ISHARES TR
+$19.3M
935,389
增持
GOOG
ALPHABET INC
+$19.3M
428,499
+50%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$18.4M
9,558,069
-9%
减持
NVDA
NVIDIA CORPORATION
+$16.9M
285,071
-33%
增持
GOOGL
ALPHABET INC
+$16.7M
427,112
+37%
增持
ADI
ANALOG DEVICES INC
-$16.2M
113,400
+15%
增持
AVGO
BROADCOM INC
-$16.1M
38,272
+32%
增持
MUB
ISHARES TR
+$13.7M
158,053
+395%
增持
V
VISA INC
+$13.7M
120,247
+86%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$13.4M
259,990
+2619%
增持
HD
HOME DEPOT INC
+$13.4M
127,885
+66%
建仓
AOK
ISHARES TR
+$12.8M
365,899
增持
XLF
SELECT SECTOR SPDR TR
+$12.6M
870,284
+93%
增持
XLK
SELECT SECTOR SPDR TR
+$12.0M
116,634
+158%
增持
IVW
ISHARES TR
+$11.9M
1,432,641
+5%
增持
META
META PLATFORMS INC
+$11.5M
88,847
+45%
增持
SYK
STRYKER CORPORATION
+$11.4M
42,875
+1129%
增持
FDIS
FIDELITY COVINGTON TRUST
+$11.3M
1,017,156
+4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$11.3M
85,984
+985%
增持
DHR
DANAHER CORPORATION
+$10.7M
68,196
+180%
增持
CRM
SALESFORCE INC
+$10.7M
70,302
+176%
增持
PANW
PALO ALTO NETWORKS INC
+$10.5M
55,672
+1166%
增持
IJR
ISHARES TR
+$10.5M
157,410
+215%
增持
SDY
SPDR SER TR
+$10.5M
93,706
+927%
减持
XLE
SELECT SECTOR SPDR TR
-$10.3M
438,935
-18%
增持
ABT
ABBOTT LABS
+$10.1M
169,691
+163%
增持
TSN
TYSON FOODS INC
+$9.7M
181,798
+981%
增持
IVV
ISHARES TR
+$9.2M
137,662
+120%
建仓
—
ISHARES TR
+$9.1M
371,141
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$8.8M
27,137
+233%
增持
BX
BLACKSTONE INC
+$8.5M
150,803
+4%
增持
AMT
AMERICAN TOWER CORP NEW
+$8.5M
46,808
+811%
增持
FCOM
FIDELITY COVINGTON TRUST
+$8.3M
1,264,437
+3%
减持
EEM
ISHARES TR
-$8.1M
104,354
-68%
减持
ISRG
INTUITIVE SURGICAL INC
-$8.0M
44,928
-39%
减持
HON
HONEYWELL INTL INC
-$8.0M
19,611
-52%
减持
VNQ
VANGUARD INDEX FDS
-$7.9M
112,049
-46%
增持
TJX
TJX COS INC NEW
+$7.8M
119,565
+502%
减持
XLV
SELECT SECTOR SPDR TR
-$7.8M
289,819
-13%
增持
JPM
JPMORGAN CHASE & CO
+$7.7M
238,963
+36%
减持
GDX
VANECK ETF TRUST
-$7.7M
300,121
-50%
增持
DE
DEERE & CO
+$7.3M
50,723
+60%
增持
INTU
INTUIT
+$7.3M
18,637
+586%
增持
BND
VANGUARD BD INDEX FDS
+$7.2M
222,939
+74%
增持
VO
VANGUARD INDEX FDS
+$7.2M
42,558
+387%
减持
UNH
UNITEDHEALTH GROUP INC
-$6.8M
112,659
-1%
增持
VB
VANGUARD INDEX FDS
+$6.6M
41,021
+565%
增持
FLOT
ISHARES TR
+$6.6M
203,767
+183%
增持
NEE
NEXTERA ENERGY INC
+$6.6M
213,585
+81%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$6.4M
456,533
+259%
增持
ROP
ROPER TECHNOLOGIES INC
+$6.4M
15,156
+2207%
增持
SCHB
SCHWAB STRATEGIC TR
+$6.3M
173,260
+299%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$6.2M
183,840
+104%
增持
VGT
VANGUARD WORLD FDS
+$6.1M
83,233
+2%
增持
IWM
ISHARES TR
+$6.1M
64,630
+106%
增持
VYM
VANGUARD WHITEHALL FDS
+$6.1M
289,104
+28%
增持
—
ACCENTURE PLC IRELAND
+$5.9M
46,737
+68%
增持
CSCO
CISCO SYS INC
+$5.8M
347,413
+34%
清仓
XVV
ISHARES TR
-$5.6M
0
-100%
减持
AMGN
AMGEN INC
-$5.6M
38,062
-32%
减持
MA
MASTERCARD INCORPORATED
-$5.6M
44,544
-29%
减持
VAW
VANGUARD WORLD FDS
-$5.5M
33,423
-50%
增持
SSO
PROSHARES TR
+$5.5M
123,434
+684%
增持
COST
COSTCO WHSL CORP NEW
+$5.4M
31,103
+41%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$5.4M
69,159
+9%
建仓
—
LINDE PLC
+$5.4M
15,134
减持
—
WALGREENS BOOTS ALLIANCE INC
-$5.3M
15,239
-90%
建仓
CNI
CANADIAN NATL RY CO
+$5.3M
60,397
增持
LMT
LOCKHEED MARTIN CORP
+$5.3M
35,670
+49%
增持
FIDU
FIDELITY COVINGTON TRUST
+$5.2M
1,173,225
+5%
增持
TXN
TEXAS INSTRS INC
+$5.2M
81,551
+36%
建仓
—
ISHARES TR
+$5.2M
218,894
建仓
IBTG
ISHARES TR
+$5.0M
216,826
清仓
FXI
ISHARES TR
-$4.9M
0
-100%
建仓
—
ISHARES TR
+$4.9M
202,162
减持
MO
ALTRIA GROUP INC
-$4.8M
1,229,754
-6%
减持
ALL
ALLSTATE CORP
-$4.8M
30,194
-50%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$4.8M
19,989
+64%
建仓
HYMB
SPDR SER TR
+$4.8M
191,483
增持
SCHM
SCHWAB STRATEGIC TR
+$4.7M
83,014
+507%
增持
EFA
ISHARES TR
+$4.7M
320,066
+15%
增持
XLB
SELECT SECTOR SPDR TR
+$4.5M
60,791
+1187%
减持
—
EXXON MOBIL CORP
-$4.4M
288,453
-12%
增持
LNG
CHENIERE ENERGY INC
+$4.4M
32,830
+557%
增持
ABBV
ABBVIE INC
+$4.4M
249,103
+14%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$4.4M
71,940
+137%
增持
PYPL
PAYPAL HLDGS INC
+$4.2M
80,747
+194%
增持
—
LAM RESEARCH CORP
+$4.1M
22,804
+20%
增持
—
EATON CORP PLC
+$4.1M
54,272
+63%
建仓
ICSH
ISHARES TR
+$4.0M
80,464
增持
DIS
DISNEY WALT CO
+$4.0M
133,863
+24%
清仓
—
LINDE PLC
-$4.0M
0
-100%
减持
T
AT&T INC
-$3.9M
308,670
-42%
增持
IEFA
ISHARES TR
+$3.9M
74,910
+303%
减持
PEP
PEPSICO INC
-$3.9M
159,741
-12%
增持
JNJ
JOHNSON & JOHNSON
-$3.8M
240,055
+3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$3.8M
11,724
-56%
增持
TBIL
RBB FD INC
+$3.8M
201,795
+59%
减持
SPGI
S&P GLOBAL INC
-$3.8M
5,403
-68%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.8M
42,000
+135%
减持
CVS
CVS HEALTH CORP
-$3.7M
57,352
-33%
减持
IWV
ISHARES TR
-$3.7M
33,878
-36%
增持
SCHA
SCHWAB STRATEGIC TR
+$3.6M
123,038
+220%
增持
INTC
INTEL CORP
+$3.5M
314,889
+22%
增持
QCOM
QUALCOMM INC
+$3.4M
107,286
+15%
增持
URI
UNITED RENTALS INC
+$3.4M
9,511
+784%
增持
LOW
LOWES COS INC
-$3.4M
20,510
+15%
减持
LLY
LILLY ELI & CO
-$3.3M
36,380
-16%
清仓
—
APOLLO COML REAL ESTATE FIN
-$3.3M
0
-100%
增持
PFFD
GLOBAL X FDS
+$3.3M
1,610,545
+9%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$3.2M
13,943
+447%
建仓
IBDS
ISHARES TR
+$3.2M
135,104
减持
SSP
SCRIPPS E W CO OHIO
-$3.2M
842,478
-0%
增持
MPC
MARATHON PETE CORP
+$3.2M
33,932
+181%
增持
MCD
MCDONALDS CORP
+$3.2M
49,594
+22%
增持
—
BLACKROCK INC
+$3.1M
16,292
+49%
减持
VZ
VERIZON COMMUNICATIONS INC
-$3.1M
190,428
-29%
建仓
CHD
CHURCH & DWIGHT CO INC
+$3.1M
34,680
减持
PGR
PROGRESSIVE CORP
-$3.0M
5,366
-82%
建仓
HAL
HALLIBURTON CO
+$3.0M
94,622
增持
OXY
OCCIDENTAL PETE CORP
+$3.0M
57,402
+483%
