13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0001650150
申报总市值
US$368.3亿
US$368.3亿
1214 檔
25.8%
截至 Q2 2024 季度末，Lido Advisors, LLC 的美股持仓估值约为 US$368.3亿，全数申报仓位共有 1214 档。
在 Q2 2024，Lido Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 35 个既有持股进行加仓（合计增持 37 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Lido Advisors, LLC 的前 5 大核心持股（包含 SPY, BSCP, BSCQ 等）合计占整体申报市值的 25.8%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
IBP
市值: US$1089.5万
本季最大获利了结 / 清仓标的
SPY
前期市值: US$65.1亿
仅显示前 200 大持股（共 1214 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 35.90% | +0.21% | -4.83% | |
| 2 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 5.48% | — | +5.08% | |
| 3 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 4.11% | -0.65% | +53.66% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.80% | +0.15% | +5.76% | |
| 5 | BSCO | Invesco Bulletshares 2024 Cb | ETF-其他 | 3.70% | — | -11.26% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.65% | -0.10% | +9.74% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.22% | +0.16% | +951.39% | |
| 8 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.77% | +0.18% | +3.24% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.33% | +0.02% | +2.82% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.94% | +0.03% | +9.06% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.80% | +0.20% | +9.10% | |
| 12 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 0.76% | -0.04% | +3.82% | |
| 13 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.74% | -0.02% | +4.69% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.65% | -0.08% | +4.99% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.63% | +0.05% | +5.02% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.62% | -0.02% | +0.20% | |
| 17 | FDIS | Fidelity Msci Cons Discr Ind | ETF-其他 | 0.58% | -0.03% | +4.62% | |
| 18 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.57% | -0.06% | +12.13% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.56% | +0.13% | +7.89% | |
| 20 | FIDU | Fidelity Msci Indust Indx | ETF-其他 | 0.54% | -0.01% | +3.78% | |
| 21 | FCOM | Fidelity Msci Comm Serv Indx | ETF-其他 | 0.54% | -0.05% | +3.04% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.50% | — | -3.69% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.49% | +0.12% | +11.19% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | -0.07% | +13.23% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.41% | -0.04% | -10.52% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.39% | +0.07% | +5.82% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | +0.01% | +29.17% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 0.35% | +0.15% | +17.77% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.34% | -0.01% | +7.98% | |
| 30 | TSLA | Tesla Inc | 股票-周期性消费 | 0.34% | -0.01% | +2.50% | |
| 31 | FSTA | Fidelity Msci Cons Stap Indx | ETF-其他 | 0.32% | -0.03% | +3.75% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.31% | — | +3.23% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.31% | +0.08% | +42.46% | |
| 34 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.31% | +0.03% | -8.20% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | -0.05% | +28.59% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.28% | -0.10% | -4.57% | |
| 37 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.28% | +0.03% | -1.33% | |
| 38 | HD | Home Depot Inc | 股票-周期性消费 | 0.27% | +0.01% | +0.24% | |
| 39 | MO | Altria Group Inc | 股票-非周期性消费 | 0.27% | — | -18.68% | |
| 40 | ESS | Essex Property Trust Inc | 股票-房地产 | 0.26% | +0.01% | -0.99% | |
| 41 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.24% | +0.02% | +2.72% | |
| 42 | FENY | Fidelity Msci Energy Index | ETF-大型股与成长 | 0.24% | -0.04% | +2.13% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.23% | -0.06% | +30.70% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.23% | — | +32.63% | |
| 45 | ADBE | Adobe Inc | 股票-科技 | 0.23% | -0.01% | -9.47% | |
| 46 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.23% | +0.04% | +4.05% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.22% | — | +1.32% | |
| 48 | NFLX | Netflix Inc | 股票-通信服务 | 0.22% | -0.09% | +9.13% | |
| 49 | AMAT | Applied Materials Inc | 股票-科技 | 0.20% | +0.17% | +44.76% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.20% | -0.02% | +5.69% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BSCQ | Invesco Bulletshares 2026 Cb | +1.1% | +53.66% | 加仓 |
| 2 | AAPL | Apple Inc | +0.7% | +5.76% | 加仓 |
| 3 | NVDA | Nvidia CORP | +0.6% | +951.39% | 加仓 |
| 4 | MSFT | Microsoft CORP | +0.3% | +9.74% | 加仓 |
| 5 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +3.24% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | +7.89% | 加仓 |
| 7 | LLY | Eli Lilly & Co | +0.1% | +42.46% | 加仓 |
| 8 | SRLN | Ss Blackstone Sr Loan ETF | +0.1% | +5666.63% | 加仓 |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +11.19% | 加仓 |
| 10 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +2.82% | 加仓 |
| 11 | AMZN | Amazon.com Inc | +0.1% | +9.06% | 加仓 |
| 12 | XLI | Ss Industrial Select Sector | +0.1% | +194.55% | 加仓 |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +9.10% | 加仓 |
| 14 | CRM | Salesforce Inc | +0.1% | +209.91% | 加仓 |
| 15 | AVGO | Broadcom Inc | +0.1% | +17.77% | 加仓 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +29.17% | 加仓 |
| 17 | COST | Costco Wholesale CORP | +0.1% | +30.70% | 加仓 |
| 18 | AMAT | Applied Materials Inc | +0.1% | +44.76% | 加仓 |
| 19 | SMCIUSD | Super Micro Computer Inc | +0.1% | +1785.89% | 加仓 |
| 20 | EEM | Ishares Msci Emerging Market | +0.1% | +47.67% | 加仓 |
| 21 | IBP | Installed Building Products | +0.1% | NEW | 新建仓 |
| 22 | GM | General Motors Co | +0.1% | +1239.82% | 加仓 |
| 23 | XOM | Exxon Mobil CORP | +0.1% | +28.59% | 加仓 |
| 24 | TPL | Texas Pacific Land CORP | +0.1% | +954.03% | 加仓 |
| 25 | NOW | Servicenow Inc | +0.1% | +45.24% | 加仓 |
| 26 | KLAC | Kla CORP | +0.1% | +109.60% | 加仓 |
| 27 | MU | Micron Technology Inc | +0.1% | +36.99% | 加仓 |
| 28 | FANG | Diamondback Energy Inc | +0.1% | +450.60% | 加仓 |
| 29 | CDNS | Cadence Design Sys Inc | +0.1% | +503.97% | 加仓 |
| 30 | IRM | Iron Mountain Inc | +0.1% | +1384.35% | 加仓 |
| 31 | EXPE | Expedia Group Inc | +0.1% | NEW | 新建仓 |
| 32 | ETN | Eaton Corporation plc | 0% | +54.75% | 加仓 |
| 33 | CEG | Constellation Energy | 0% | +734.97% | 加仓 |
| 34 | BSCS | Invesco Bulletshares 2028 Cb | 0% | +12.13% | 加仓 |
| 35 | TSLA | Tesla Inc | 0% | +2.50% | 加仓 |
| 36 | IVV | Ishares Core S&p 500 ETF | 0% | +4.99% | 加仓 |
| 37 | COF | Capital One Financial CORP | 0% | -88.78% | 减仓 |
| 38 | TRV | Travelers Cos Inc/the | 0% | -86.18% | 减仓 |
| 39 | ITW | Illinois Tool Works | -0.1% | -48.34% | 减仓 |
| 40 | TGT | Target CORP | -0.1% | -13.79% | 减仓 |
| 41 | MO | Altria Group Inc | -0.1% | -18.68% | 减仓 |
| 42 | ABBV | Abbvie Inc | -0.1% | -8.20% | 减仓 |
| 43 | HLT | Hilton Worldwide Holdings In | -0.1% | -66.63% | 减仓 |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -36.10% | 减仓 |
| 45 | LMT | Lockheed Martin CORP | -0.1% | -54.75% | 减仓 |
| 46 | AGG | Ishares Core U.s. Aggregate | -0.1% | -10.52% | 减仓 |
| 47 | BSCP | Invesco Bulletshares 2025 Cb | -0.1% | +5.08% | 加仓 |
| 48 | XLY | Ss Consumer Disc Select Sect | -0.1% | -86.32% | 减仓 |
| 49 | BSCO | Invesco Bulletshares 2024 Cb | -0.7% | -11.26% | 减仓 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.4% | -4.83% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Lido Advisors, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$368.3亿，共申报了 1214 个公开持股仓位。
在 Q2 2024 季度，Lido Advisors, LLC 按市值排列的前三大核心持股分别为：SPY (35.9%)、BSCP (5.5%)、BSCQ (4.1%)。其中最大持股仓位 SPY 占据整体投资组合约 35.9% 的权重。
在 Q2 2024 季度中，Lido Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 35 个仓位、减仓 13 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 IBP。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。