Optimist Retirement Group LLC
BELLEVUE WA · SEC CIK 0002011850
$2.27亿2026Q1 申报市值
113持仓数
52.5%前十大占比 · 第一大 18.3%
13 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BBY 加仓+$197.63万
NVO 新建仓+$189.49万
KMB 加仓+$188.78万
PFE 加仓+$157.82万
APAM 加仓+$145.12万
2026Q1 卖出最多 按季末市值估算
KLAC 减仓-$140.44万
MRK 减仓-$68.12万
WDC 减仓-$46.06万
RIGL 清仓-$44.28万
SLYV 减仓-$41.19万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | $238.63万 | 1.05% | 1,621 | -954 | -37.0% | -$140.44万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $239.56万 | 1.06% | 63,307 | -758 | -1.2% | -$2.87万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $240.40万 | 1.06% | 41,115 | -398 | -1.0% | -$2.33万 | 减仓 |
| WU | WESTERN UN CO | $246.01万 | 1.08% | 281,793 | 69,421 | 32.7% | $60.60万 | 加仓 |
| MMM | 3M CO | $249.07万 | 1.10% | 17,150 | -241 | -1.4% | -$3.50万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $251.08万 | 1.11% | 26,027 | 19,569 | 303.0% | $188.78万 | 加仓 |
| BBY | BEST BUY INC | $252.95万 | 1.12% | 39,400 | 30,783 | 357.2% | $197.63万 | 加仓 |
| NVS | NOVARTIS AG | $256.59万 | 1.13% | 16,798 | -2,181 | -11.5% | -$33.31万 | 减仓 |
| AVGO | BROADCOM INC | $259.21万 | 1.14% | 8,375 | -58 | -0.7% | -$1.80万 | 减仓 |
| PFE | PFIZER INC | $261.76万 | 1.15% | 93,218 | 56,204 | 151.8% | $157.82万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $262.48万 | 1.16% | 4,343 | -563 | -11.5% | -$34.03万 | 减仓 |
| PEP | PEPSICO INC | $262.49万 | 1.16% | 16,903 | -496 | -2.9% | -$7.70万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $262.63万 | 1.16% | 4,395 | -80 | -1.8% | -$4.78万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $269.88万 | 1.19% | 44,498 | 1,568 | 3.7% | $9.51万 | 加仓 |
| MRK | MERCK & CO INC | $274.74万 | 1.21% | 22,840 | -5,663 | -19.9% | -$68.12万 | 减仓 |
| ABBV | ABBVIE INC | $280.98万 | 1.24% | 12,919 | -114 | -0.9% | -$2.48万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $282.52万 | 1.25% | 20,271 | -841 | -4.0% | -$11.72万 | 减仓 |
| GSK | GSK PLC | $282.97万 | 1.25% | 51,272 | -6,776 | -11.7% | -$37.40万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $283.92万 | 1.25% | 56,558 | -677 | -1.2% | -$3.40万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $286.21万 | 1.26% | 39,347 | -4,899 | -11.1% | -$35.64万 | 减仓 |
| LLY | ELI LILLY & CO | $294.01万 | 1.30% | 3,197 | -356 | -10.0% | -$32.74万 | 减仓 |
| QQQ | INVESCO QQQ TR | $385.76万 | 1.70% | 6,684 | 5 | 0.1% | $2,886 | 加仓 |
| VB | VANGUARD INDEX FDS | $413.23万 | 1.82% | 15,777 | -1,049 | -6.2% | -$27.48万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $669.55万 | 2.95% | 142,731 | -1,331 | -0.9% | -$6.24万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $759.61万 | 3.35% | 166,399 | -1,600 | -1.0% | -$7.30万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $1,292.96万 | 5.70% | 133,819 | 153 | 0.1% | $1.48万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $1,296.71万 | 5.72% | 137,102 | -4,355 | -3.1% | -$41.19万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,312.85万 | 5.79% | 232,034 | 909 | 0.4% | $5.14万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,331.61万 | 5.87% | 136,004 | -1,688 | -1.2% | -$16.53万 | 减仓 |
| PCAR | PACCAR INC | $4,143.71万 | 18.28% | 358,763 | -964 | -0.3% | -$11.13万 | 减仓 |