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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 3
增持 101
减持 42
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$2.10B
12,883,372
+46%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$242.1M
58,866,179
+25%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$240.1M
24,414,699
+97%
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
IVE
ISHARES TR
+$127.5M
792,047
-10%
增持
AAPL
APPLE INC
+$97.8M
2,677,015
+5%
增持
MSFT
MICROSOFT CORP
+$54.0M
725,063
+8%
增持
VTI
VANGUARD INDEX FDS
+$50.9M
295,560
+1%
增持
NVDA
NVIDIA CORPORATION
+$44.5M
292,369
+3%
增持
AVGO
BROADCOM INC
+$40.6M
46,918
+23%
增持
IVW
ISHARES TR
+$38.1M
1,838,850
+28%
增持
IVV
ISHARES TR
+$35.2M
153,646
+12%
增持
AMZN
AMAZON COM INC
+$34.8M
950,842
+10%
增持
XLK
SELECT SECTOR SPDR TR
+$34.4M
299,162
+156%
增持
IJK
ISHARES TR
+$31.7M
424,633
+6%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$28.9M
2,009,008
+321%
减持
XLE
SELECT SECTOR SPDR TR
-$27.6M
107,433
-76%
增持
IWF
ISHARES TR
+$23.3M
119,169
+208%
增持
ADI
ANALOG DEVICES INC
+$23.3M
119,559
+5%
减持
FTEC
FIDELITY COVINGTON TRUST
+$23.2M
1,511,499
-1%
增持
TSLA
TESLA INC
+$22.9M
265,085
+18%
增持
XLC
SELECT SECTOR SPDR TR
+$21.5M
333,476
+8420%
增持
FNCL
FIDELITY COVINGTON TRUST
+$19.6M
1,879,995
+23%
减持
XLF
SELECT SECTOR SPDR TR
-$18.4M
283,143
-67%
增持
UNP
UNION PAC CORP
+$17.1M
119,230
+230%
增持
SCHW
SCHWAB CHARLES CORP
+$16.5M
362,583
+367%
增持
PG
PROCTER AND GAMBLE CO
+$15.3M
203,720
+95%
减持
VGT
VANGUARD WORLD FDS
-$13.7M
41,528
-50%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$13.7M
1,691,796
+19%
增持
—
ISHARES TR
+$12.6M
882,695
+138%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$12.4M
8,932,119
-7%
增持
META
META PLATFORMS INC
+$11.5M
105,625
+19%
增持
GOOG
ALPHABET INC
+$10.9M
458,149
+7%
增持
AMT
AMERICAN TOWER CORP NEW
+$10.4M
102,747
+120%
增持
FDIS
FIDELITY COVINGTON TRUST
+$10.2M
1,046,913
+3%
增持
FCOM
FIDELITY COVINGTON TRUST
+$10.2M
1,402,001
+11%
增持
TBIL
RBB FD INC
+$9.9M
399,367
+98%
减持
FLOT
ISHARES TR
-$9.8M
9,770
-95%
增持
FIDU
FIDELITY COVINGTON TRUST
+$9.7M
1,262,489
+8%
增持
QQQ
INVESCO QQQ TR
+$8.6M
138,192
+5%
增持
—
EXXON MOBIL CORP
+$8.6M
374,958
+30%
增持
NVO
NOVO-NORDISK A S
+$8.5M
59,523
+752%
增持
VOO
VANGUARD INDEX FDS
+$8.3M
225,438
+2%
增持
GOOGL
ALPHABET INC
+$8.1M
437,661
+2%
增持
FHLC
FIDELITY COVINGTON TRUST
+$8.0M
1,599,797
+6%
减持
WMT
WALMART INC
-$7.8M
99,374
-38%
减持
SHY
ISHARES TR
-$7.5M
13,825
-87%
增持
CAT
CATERPILLAR INC
+$6.5M
67,924
+52%
减持
TGT
TARGET CORP
-$6.4M
147,330
-6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$6.3M
78,527
+87%
增持
PANW
PALO ALTO NETWORKS INC
+$6.1M
67,214
+21%
增持
IUSG
ISHARES TR
+$6.0M
80,584
+293%
增持
VXF
VANGUARD INDEX FDS
+$5.8M
182,580
+20%
增持
KRE
SPDR SER TR
+$5.8M
153,606
+167%
增持
IJT
ISHARES TR
+$5.7M
105,958
+80%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.6M
148,053
+2%
增持
IWR
ISHARES TR
+$5.5M
93,622
+374%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.4M
92,760
+74%
减持
SDY
SPDR SER TR
-$5.4M
50,593
-46%
增持
—
MEDTRONIC PLC
+$5.4M
69,090
+17%
增持
NOW
SERVICENOW INC
+$5.4M
27,564
+27%
增持
IJS
ISHARES TR
+$5.4M
132,647
+71%
增持
APD
AIR PRODS & CHEMS INC
+$5.3M
28,177
+155%
增持
IWM
ISHARES TR
+$5.0M
88,406
+37%
增持
C
CITIGROUP INC
+$5.0M
111,100
+15%
清仓
XLB
SELECT SECTOR SPDR TR
-$4.9M
0
-100%
建仓
AVO
MISSION PRODUCE INC
+$4.8M
400,000
增持
LMT
LOCKHEED MARTIN CORP
+$4.7M
46,945
+32%
增持
LOW
LOWES COS INC
+$4.7M
21,642
+6%
增持
VO
VANGUARD INDEX FDS
+$4.6M
61,624
+45%
增持
W
WAYFAIR INC
+$4.6M
148,470
+0%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$4.5M
403,127
+21%
增持
ITOT
ISHARES TR
+$4.4M
238,693
+14%
增持
HON
HONEYWELL INTL INC
+$4.2M
23,787
+21%
增持
HDV
ISHARES TR
+$4.1M
47,778
+570%
增持
DVY
ISHARES TR
+$4.0M
62,261
+139%
减持
BA
BOEING CO
-$4.0M
32,809
-36%
增持
AMD
ADVANCED MICRO DEVICES INC
+$4.0M
125,098
+20%
增持
GSLC
GOLDMAN SACHS ETF TR
+$4.0M
152,413
+33%
减持
LLY
LILLY ELI & CO
+$3.9M
35,053
-4%
减持
ESS
ESSEX PPTY TR INC
+$3.9M
173,922
-1%
增持
ABBV
ABBVIE INC
+$3.9M
323,604
+30%
减持
SCHV
SCHWAB STRATEGIC TR
-$3.8M
286,145
-19%
减持
ISRG
INTUITIVE SURGICAL INC
+$3.8M
44,756
-0%
建仓
RODM
LATTICE STRATEGIES TR
+$3.8M
143,755
增持
—
EATON CORP PLC
+$3.8M
64,987
+20%
减持
WFC
WELLS FARGO CO NEW
-$3.8M
118,034
-50%
增持
NULG
NUSHARES ETF TR
+$3.5M
189,301
+28%
增持
IBDR
ISHARES TR
+$3.5M
159,740
+1501%
增持
SGOV
ISHARES TR
+$3.5M
52,029
+201%
减持
GDX
VANECK ETF TRUST
-$3.5M
206,670
-31%
增持
—
LAM RESEARCH CORP
+$3.5M
24,219
+6%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$3.4M
61,516
-11%
增持
FSTA
FIDELITY COVINGTON TRUST
+$3.3M
974,548
+7%
增持
COST
COSTCO WHSL CORP NEW
+$3.3M
34,888
+12%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$3.3M
492,189
-12%
减持
SCHX
SCHWAB STRATEGIC TR
-$3.2M
58,834
-55%
减持
GILD
GILEAD SCIENCES INC
-$3.2M
44,700
-44%
减持
SLB
SCHLUMBERGER LTD
-$3.1M
75,715
-46%
减持
MPC
MARATHON PETE CORP
-$3.1M
12,582
-63%
增持
ORCL
ORACLE CORP
+$3.1M
98,166
+6%
增持
FDX
FEDEX CORP
+$3.0M
19,557
+145%
增持
MCK
MCKESSON CORP
+$3.0M
39,866
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$3.0M
304,991
+5%
增持
—
ISHARES TR
+$2.9M
129,664
+882%
增持
ABT
ABBOTT LABS
+$2.9M
184,249
+9%
增持
HCA
HCA HEALTHCARE INC
+$2.9M
10,762
+605%
建仓
DUOL
DUOLINGO INC
+$2.9M
20,000
清仓
LECO
LINCOLN ELEC HLDGS INC
-$2.8M
0
-100%
增持
IJH
ISHARES TR
+$2.8M
28,033
+55%
减持
ICSH
ISHARES TR
-$2.8M
24,552
-69%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.8M
116,586
+3%
增持
SCHM
SCHWAB STRATEGIC TR
+$2.7M
135,288
+63%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$2.7M
14,440
-70%
减持
SCHA
SCHWAB STRATEGIC TR
-$2.7M
56,252
-54%
增持
AMAT
APPLIED MATLS INC
+$2.7M
108,225
+3%
增持
VB
VANGUARD INDEX FDS
+$2.7M
52,454
+28%
减持
IEI
ISHARES TR
+$2.6M
22,900
-15%
增持
MOAT
VANECK ETF TRUST
+$2.6M
41,386
+355%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.6M
34,896
+70%
增持
IWP
ISHARES TR
+$2.6M
39,104
+196%
增持
O
REALTY INCOME CORP
+$2.5M
42,856
+177%
增持
VTEB
VANGUARD MUN BD FDS
+$2.5M
735,794
+8%
增持
JBHT
HUNT J B TRANS SVCS INC
+$2.5M
83,471
+16%
减持
AMLP
ALPS ETF TR
+$2.5M
71,240
-8%
减持
FCX
FREEPORT-MCMORAN INC
-$2.5M
25,393
-70%
增持
MA
MASTERCARD INCORPORATED
+$2.5M
47,434
+6%
减持
OXY
OCCIDENTAL PETE CORP
-$2.5M
19,241
-66%
增持
IJJ
ISHARES TR
+$2.4M
282,946
+4%
减持
TTD
THE TRADE DESK INC
-$2.4M
7,198
-85%
减持
JPM
JPMORGAN CHASE & CO
+$2.4M
230,444
-4%
减持
DCI
DONALDSON INC
-$2.4M
4,463
-89%
减持
PFFD
GLOBAL X FDS
-$2.4M
1,528,111
-5%
增持
EFA
ISHARES TR
+$2.3M
347,715
+9%
增持
STZ
CONSTELLATION BRANDS INC
+$2.3M
57,462
+10%
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$2.3M
0
-100%
清仓
CBSH
COMMERCE BANCSHARES INC
-$2.3M
0
-100%
减持
NFG
NATIONAL FUEL GAS CO
-$2.3M
41,391
-46%
增持
MMM
3M CO
+$2.3M
66,618
+59%
增持
VNQ
VANGUARD INDEX FDS
+$2.2M
138,122
+23%
增持
EL
LAUDER ESTEE COS INC
+$2.2M
16,310
+311%
减持
LIT
GLOBAL X FDS
+$2.2M
35,865
-2%
减持
SCHF
SCHWAB STRATEGIC TR
-$2.2M
591,281
-11%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.2M
326,410
+3%
减持
GE
GENERAL ELECTRIC CO
+$2.2M
26,491
-59%
减持
GWW
GRAINGER W W INC
-$2.1M
1,467
-69%
减持
PFE
PFIZER INC
-$2.1M
402,846
-3%
增持
MO
ALTRIA GROUP INC
+$2.1M
1,257,981
+2%
增持
SOXX
ISHARES TR
+$2.1M
6,121
+165%
减持
GPK
GRAPHIC PACKAGING HLDG CO
-$2.1M
113,526
-40%
增持
BIL
SPDR SER TR
+$2.1M
48,680
+86%
