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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 5
增持 107
减持 32
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
-$607.9M
15,017,755
+27%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$561.4M
29,144,549
+5880%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$156.3M
40,266,631
-16%
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
USMF
WISDOMTREE TR
-$75.2M
825,202
-65%
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$69.1M
4,163,476
减持
DGRW
WISDOMTREE TR
-$60.6M
680,618
-52%
增持
IVE
ISHARES TR
+$49.6M
1,677,023
+19%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$40.0M
5,826,003
+57%
增持
TSLA
TESLA INC
-$34.7M
326,790
+11%
增持
FTEC
FIDELITY COVINGTON TRUST
-$33.7M
2,027,711
+4%
减持
QQQ
INVESCO QQQ TR
-$30.2M
433,481
-3%
增持
SHY
ISHARES TR
+$28.9M
647,344
+115%
增持
LLY
ELI LILLY & CO
+$28.0M
97,000
+44%
增持
—
EXXON MOBIL CORP
+$26.7M
694,540
+34%
减持
PG
PROCTER AND GAMBLE CO
-$25.9M
190,338
-45%
增持
COST
COSTCO WHSL CORP NEW
+$25.2M
70,859
+55%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$23.9M
215,647
+8%
增持
JPM
JPMORGAN CHASE & CO.
+$22.8M
426,050
+25%
减持
EPS
WISDOMTREE TR
-$22.6M
903,867
-27%
增持
MTG
MGIC INVT CORP WIS
+$22.5M
932,386
+3886%
清仓
JIRE
J P MORGAN EXCHANGE TRADED F
-$22.0M
0
-100%
增持
AVGO
BROADCOM INC
-$21.8M
645,935
+15%
减持
IVV
ISHARES TR
-$21.3M
418,363
-4%
增持
IBDS
ISHARES TR
+$20.3M
2,748,690
+43%
增持
IBDR
ISHARES TR
+$20.2M
2,755,309
+43%
增持
—
ISHARES TR
+$20.2M
2,639,034
+43%
增持
GOOG
ALPHABET INC
-$20.0M
696,756
+3%
增持
IVW
ISHARES TR
-$19.3M
3,212,816
+3%
增持
ABBV
ABBVIE INC
+$18.8M
388,182
+10%
增持
IBDT
ISHARES TR
+$18.1M
1,870,316
+60%
增持
AAPL
APPLE INC
-$18.0M
4,175,908
+11%
增持
FNCL
FIDELITY COVINGTON TRUST
+$17.4M
2,527,726
+10%
减持
XLI
SELECT SECTOR SPDR TR
-$16.9M
80,299
-61%
增持
V
VISA INC
+$16.7M
171,314
+25%
增持
XLY
SELECT SECTOR SPDR TR
+$16.7M
119,502
+288%
减持
TBIL
RBB FD INC
-$16.5M
291,676
-53%
减持
QCOM
QUALCOMM INC
-$16.2M
187,432
-36%
减持
STZ
CONSTELLATION BRANDS INC
-$15.5M
46,651
-57%
减持
AMD
ADVANCED MICRO DEVICES INC
-$15.5M
82,315
-59%
增持
WMT
WALMART INC
+$14.8M
564,467
+47%
增持
META
META PLATFORMS INC
+$14.3M
284,345
+11%
清仓
NULG
NUSHARES ETF TR
-$14.0M
0
-100%
建仓
EVUS
ISHARES TR
+$13.8M
472,909
建仓
KOSS
KOSS CORP
+$13.7M
2,892,662
减持
ITOT
ISHARES TR
-$12.8M
1,885,818
-0%
清仓
NULV
NUSHARES ETF TR
-$12.5M
0
-100%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$12.4M
63,116,365
+1%
建仓
EGUS
ISHARES TR
+$12.3M
310,726
减持
DGRS
WISDOMTREE TR
-$12.1M
268,407
-44%
增持
IWY
ISHARES TR
-$12.1M
501,013
+0%
增持
JNJ
JOHNSON & JOHNSON
+$11.8M
322,611
+12%
增持
MTUM
ISHARES TR
+$11.6M
98,104
+145%
增持
WTV
WISDOMTREE TR
+$11.5M
323,200
+80%
增持
MSFT
MICROSOFT CORP
+$11.5M
1,475,899
+15%
增持
MCD
MCDONALDS CORP
+$11.1M
82,225
+64%
增持
FSTA
FIDELITY COVINGTON TRUST
+$11.1M
1,332,123
+15%
增持
GLD
SPDR GOLD TR
+$10.6M
249,939
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$10.2M
174,770
+9%
减持
IWM
ISHARES TR
-$10.1M
261,412
-7%
增持
MS
MORGAN STANLEY
+$10.0M
167,250
+122%
增持
NFLX
NETFLIX INC
+$10.0M
78,357
+11%
增持
MA
MASTERCARD INCORPORATED
+$9.9M
83,677
+22%
增持
IWX
ISHARES TR
+$9.6M
1,036,229
+8%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$9.1M
290,330
+160%
增持
PWR
QUANTA SVCS INC
+$9.0M
41,623
+715%
减持
VTI
VANGUARD INDEX FDS
-$8.9M
394,083
-3%
增持
HYG
ISHARES TR
+$8.9M
128,463
+739%
减持
IEI
ISHARES TR
-$8.9M
237,521
-26%
增持
XLU
SELECT SECTOR SPDR TR
+$8.9M
373,153
+37%
增持
IBDU
ISHARES TR
+$8.8M
1,034,209
+56%
增持
FDIS
FIDELITY COVINGTON TRUST
-$8.6M
1,493,582
+8%
增持
TLT
ISHARES TR
+$8.4M
96,397
+1494%
减持
IJK
ISHARES TR
-$8.2M
201,574
-27%
增持
MCK
MCKESSON CORP
+$8.2M
65,112
+4%
增持
PR
PERMIAN RESOURCES CORP
+$7.9M
1,361,965
+79%
增持
ANGL
VANECK ETF TRUST
+$7.9M
490,654
+123%
增持
DE
DEERE & CO
+$7.6M
53,944
+29%
减持
EEM
ISHARES TR
-$7.5M
115,260
-62%
增持
IEFA
ISHARES TR
+$7.4M
151,797
+164%
减持
NOW
SERVICENOW INC
-$7.2M
23,083
-4%
增持
NVDA
NVIDIA CORPORATION
-$6.9M
4,646,809
+22%
增持
IWF
ISHARES TR
-$6.8M
208,405
+2%
增持
AMT
AMERICAN TOWER CORP NEW
+$6.5M
129,220
+11%
增持
ABT
ABBOTT LABS
+$6.5M
177,172
+18%
增持
AXP
AMERICAN EXPRESS CO
+$6.2M
91,043
+48%
增持
ORCL
ORACLE CORP
+$6.1M
232,973
+46%
增持
SCHW
SCHWAB CHARLES CORP
+$5.9M
468,613
+13%
增持
CI
THE CIGNA GROUP
+$5.9M
27,119
+151%
增持
AMAT
APPLIED MATLS INC
+$5.8M
221,167
+37%
增持
KO
COCA COLA CO
+$5.8M
256,315
+26%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$5.7M
75,934
+52%
增持
FHLC
FIDELITY COVINGTON TRUST
+$5.7M
1,827,158
+0%
减持
IJS
ISHARES TR
-$5.5M
87,848
-32%
增持
WELL
WELLTOWER INC
+$5.4M
92,755
+32%
增持
—
EATON CORP PLC
+$5.2M
97,024
+52%
增持
IWL
ISHARES TR
+$5.1M
307,929
+20%
增持
UBER
UBER TECHNOLOGIES INC
+$5.1M
112,186
+118%
增持
KKR
KKR & CO INC
+$5.0M
78,308
+183%
增持
CVX
CHEVRON CORP NEW
+$5.0M
151,882
+8%
减持
IJT
ISHARES TR
-$4.9M
61,347
-34%
增持
CSCO
CISCO SYS INC
+$4.9M
415,078
+19%
增持
HON
HONEYWELL INTL INC
+$4.9M
60,898
+72%
增持
VLO
VALERO ENERGY CORP
+$4.7M
64,699
+107%
增持
ROP
ROPER TECHNOLOGIES INC
+$4.7M
18,364
+55%
清仓
BXSL
BLACKSTONE SECD LENDING FD
-$4.6M
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
-$4.6M
192,427
-50%
增持
CRM
SALESFORCE INC
-$4.6M
122,120
+9%
增持
WFC
WELLS FARGO CO NEW
+$4.5M
197,330
+44%
清仓
FEZ
SPDR INDEX SHS FDS
-$4.5M
0
-100%
增持
HD
HOME DEPOT INC
+$4.5M
176,644
+14%
清仓
FSK
FS KKR CAP CORP
-$4.4M
0
-100%
增持
RTX
RTX CORPORATION
+$4.4M
186,873
+6%
增持
MRK
MERCK & CO INC
+$4.3M
230,148
+42%
增持
—
ASTRAZENECA PLC
+$4.3M
85,641
+185%
增持
—
LINDE PLC
+$4.3M
22,107
+54%
增持
IWV
ISHARES TR
+$4.2M
294,156
+10%
增持
TMUS
T-MOBILE US INC
+$4.2M
53,414
+17%
增持
ESS
ESSEX PPTY TR INC
+$4.1M
169,857
+0%
增持
AMZN
AMAZON COM INC
+$4.1M
1,323,491
+17%
增持
IWS
ISHARES TR
+$4.0M
335,803
+13%
增持
DHR
DANAHER CORPORATION
+$4.0M
83,874
+46%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$4.0M
35,532
+8%
增持
USRT
ISHARES TR
+$4.0M
208,465
+49%
减持
BABA
ALIBABA GROUP HLDG LTD
-$3.9M
56,579
-58%
建仓
—
THOMSON REUTERS CORP
+$3.9M
22,492
减持
IJR
ISHARES TR
-$3.9M
279,803
-3%
增持
BLK
BLACKROCK INC
+$3.9M
17,561
+41%
增持
DPZ
DOMINOS PIZZA INC
+$3.8M
73,816
+3%
减持
VTEB
VANGUARD MUN BD FDS
-$3.8M
285,156
-20%
增持
SHW
SHERWIN WILLIAMS CO
+$3.8M
45,303
+28%
增持
PANW
PALO ALTO NETWORKS INC
+$3.8M
245,698
+17%
增持
XLG
INVESCO EXCHANGE TRADED FD T
-$3.7M
1,234,143
+2%
增持
MU
MICRON TECHNOLOGY INC
+$3.7M
260,742
+16%
增持
HWM
HOWMET AEROSPACE INC
+$3.7M
29,880
+1384%
减持
VXF
VANGUARD INDEX FDS
-$3.6M
158,297
-3%
增持
APH
AMPHENOL CORP NEW
+$3.6M
88,292
+181%
增持
AMGN
AMGEN INC
+$3.6M
62,226
+3%
增持
IBMP
ISHARES TR
+$3.5M
278,829
+96%
增持
IBMO
ISHARES TR
+$3.5M
282,329
+92%
增持
GE
GE AEROSPACE
+$3.5M
58,797
+18%
增持
DTE
DTE ENERGY CO
+$3.4M
28,653
+568%
增持
WDAY
WORKDAY INC
+$3.4M
19,270
+366%
增持
SBUX
STARBUCKS CORP
+$3.4M
164,679
+18%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$3.4M
275,987
-2%
增持
—
ISHARES TR
+$3.4M
277,293
+83%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$3.4M
275,137
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.4M
105,710
+1%
减持
AGG
ISHARES TR
-$3.4M
545,951
-8%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$3.4M
152,745
-15%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$3.4M
11,278
-90%
