申告総資産額
$326.9億
報告対象四半期: 2026-03-31 · 銘柄数: 3257
Lido Advisors, LLCは最新の13F報告書で3257件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$326.9億、四半期回転率は16.7%です。
増加 MYCH
+5490.7% $3.0億
減少 MSFT
+0.6% -$3.0億
増加 QQQ
+59.0% $1.9億
減少 AAPL
-15.1% -$2.3億
増加 TEND
+12546.8% $1.7億
減少 TENM
-98.2% -$1.7億
上位1743銘柄を表示中（全3257銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 27.28% | -0.13% | +1.47% | |
| 2 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 4.28% | +0.34% | +5.77% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.47% | -0.61% | -15.10% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.21% | -0.17% | -0.60% | |
| 5 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 3.20% | -0.17% | -6.96% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.57% | -0.85% | +0.58% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.76% | +0.62% | +59.04% | |
| 8 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 1.38% | — | +3.60% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.34% | -0.03% | +2.26% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.26% | +0.10% | +4.35% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.24% | -0.10% | -3.67% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.96% | — | -11.07% | |
| 13 | MYCH | State Street My2028 Corporat | ETF-その他 | 0.94% | +0.92% | +5490.68% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.85% | -0.08% | -7.33% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 0.78% | -0.11% | -6.70% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.75% | -0.04% | -4.29% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.74% | -0.21% | -21.53% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.70% | — | -4.05% | |
| 19 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.57% | -0.05% | -1.38% | |
| 20 | TEND | Ishrs Lg Cap 10% Tr Buf Dec | ETF-その他 | 0.53% | +0.53% | +12546.82% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | -0.07% | -8.76% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | +0.34% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.47% | — | +8.60% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.47% | -0.14% | -9.77% | |
| 25 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.46% | — | +6.26% | |
| 26 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 0.46% | — | -0.02% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.44% | -0.21% | -16.40% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.44% | — | -0.17% | |
| 29 | BSCU | Invesco Bulletshares 2030 Cb | ETF-その他 | 0.43% | — | +7.49% | |
| 30 | FDIS | Fidelity Msci Cons Discr Ind | ETF-その他 | 0.43% | — | +1.32% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.43% | -0.10% | -13.19% | |
| 32 | FCOM | Fidelity Msci Comm Serv Indx | ETF-その他 | 0.42% | — | -1.34% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.38% | — | +4.42% | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.37% | +0.06% | -2.54% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.37% | -0.14% | -30.81% | |
| 36 | KRMN | Karman Holdings INC | 株式-資本財 | 0.37% | +0.37% | +46870.14% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | +0.09% | -11.74% | |
| 38 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 0.36% | — | -0.62% | |
| 39 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.36% | — | +16.77% | |
| 40 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.35% | +0.17% | +84.99% | |
| 41 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.35% | +0.09% | +30.61% | |
| 42 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.34% | +0.08% | +30.74% | |
| 43 | BAPR | Innovator U.s. Equity Buffer | ETF-その他 | 0.33% | — | -0.12% | |
| 44 | PNC | Pnc Financial Services Group | 株式-金融 | 0.33% | +0.32% | +3211.62% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.32% | — | -15.90% | |
| 46 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.32% | -0.06% | -7.13% | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.31% | — | -0.28% | |
| 48 | VTV | Vanguard Value ETF | ETF-その他 | 0.31% | — | -1.85% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.31% | — | -17.27% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.31% | -0.04% | +284.43% |
Q3 2026のパフォーマンス
+3.4%
直近4四半期のパフォーマンス
+19.7%
価格取得が可能な保有銘柄（報告価値の83%相当）に基づいています
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 3257 | $326.9億 | 17 | |
| 2025-12-31 | 3256 | $334.5億 | 10 | |
| 2025-09-30 | 3223 | $319.3億 | 40 | |
| 2025-06-30 | 3046 | $256.7億 | 0 | |
| 2025-03-31 | 2791 | $222.1億 | 100 | |
| 2024-12-31 | 2733 | $219.7億 | 0 | |
| 2024-09-30 | 2469 | $200.6億 | 0 | |
| 2024-06-30 | 2494 | $179.6億 | 0 | |
| 2024-03-31 | 2250 | $170.0億 | 0 | |
| 2023-12-31 | 1958 | $148.0億 | 0 | |
| 2023-09-30 | 1601 | $131.4億 | 0 | |
| 2023-06-30 | 2000 | $140.1億 | 0 | |
| 2023-03-31 | 1862 | $102.8億 | 0 | |
| 2022-12-31 | 1164 | $82.0億 | 0 | |
| 2022-09-30 | 1098 | $79.6億 | 0 | |
| 2022-06-30 | 927 | $75.4億 | 0 | |
| 2022-03-31 | 981 | $89.7億 | 0 | |
| 2021-12-31 | 987 | $91.8億 | 0 | |
| 2021-09-30 | 958 | $71.6億 | 0 | |
| 2021-06-30 | 904 | $71.9億 | 72 | |
| 2021-03-31 | 99 | $23.7億 | 0 | |
| 2020-12-31 | 99 | $18.2億 | 0 | |
| 2020-09-30 | 76 | $15.7億 | 0 | |
| 2020-06-30 | 77 | $12.6億 | 0 | |
| 2020-03-31 | 66 | $8.0億 | 0 | |
| 2019-12-31 | 64 | $7.9億 | 0 | |
| 2019-09-30 | 62 | $6.9億 | 0 | |
| 2019-06-30 | 49 | $5.7億 | 0 | |
| 2019-03-31 | 42 | $4.2億 | 0 | |
| 2018-12-31 | 29 | $2.9億 | 0 | |
| 2018-09-30 | 25 | $2.5億 | 0 | |
| 2018-06-30 | 21 | $2.1億 | 0 | |
| 2018-03-31 | 15 | $1.5億 | 0 | |
| 2017-12-31 | 294 | $6.1億 | 19 | |
| 2017-09-30 | 277 | $5.8億 | 50 | |
| 2017-06-30 | 271 | $4.8億 | 42 | |
| 2017-03-31 | 238 | $3.6億 | 94 | |
| 2016-12-31 | 222 | $4.1億 | 35 | |
| 2016-09-30 | 153 | $3.3億 | 37 | |
| 2016-06-30 | 158 | $3.2億 | 25 | |
| 2016-03-31 | 146 | $3.0億 | 0 |
Lido Advisors, LLCの2026-03-31時点における主要なポジション変更： 増加: State Street My2028 Corporat (MYCH) — 保有株数 +5490.68%; 増加: Microsoft CORP (MSFT) — 保有株数 +0.58%; 増加: Invesco Qqq Trust Series 1 (QQQ) — 保有株数 +59.04%; 減少: Apple INC (AAPL) — 保有株数 -15.10%; 増加: Ishrs Lg Cap 10% Tr Buf Dec (TEND) — 保有株数 +12546.82%.