Análisis de declaraciones
Lido Advisors, LLC
13F-HR · período Q1 2026 · presentado May 13, 2026
$32.69BValor 13F declarado
3,257Posiciones
3Otros gestores incluidos
+207Nuevo
683Incrementada
754Reducida
−131Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| DFAU Dimensional - US Core Equity… | $16.17M | 0.1% |
| CRCL Circle Internet Group | $10.34M | 0.0% |
| IAT | $10.28M | 0.0% |
| AKRE Akre Focus ETF | $8.69M | 0.0% |
| BBBS | $6.63M | 0.0% |
| PB Prosperity Bancshares, Inc. | $4.62M | 0.0% |
| AM Antero Midstream Corporation | $4.08M | 0.0% |
| NU Nu Holdings Ltd. | $3.64M | 0.0% |
| BPRE | $3.59M | 0.0% |
| IBMS | $3.22M | 0.0% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| SPY State Street SPDR S&P 500 ETF | ▲ Add | +25.7% | $2.83B |
| MYCH | ▲ Add | +5490.7% | $306.74M |
| MSFT Microsoft Corporation | ▲ Add | +3.5% | $709.62M |
| TEND | ▲ Add | +12546.8% | $172.45M |
| TENM | ▼ Trim | -98.2% | $2.99M |
| AAPL Apple Inc. | ▼ Trim | -13.1% | $975.18M |
| PNC The PNC Financial Services… | ▲ Add | +3211.6% | $106.88M |
| BSCR Invesco BulletShares 2027… | ▲ Add | +5.8% | $1.40B |
| BSCQ Invesco BulletShares 2026… | ▼ Trim | -7.0% | $1.05B |
| VOO Vanguard S&P 500 ETF | ▼ Trim | -21.7% | $240.06M |
Procedencia: Metadatos del índice de formularios de EDGAR; análisis de la tabla de información analizada (última versión aceptada de este trimestre). No es comentario editorial: solo campos calculados.