Optimist Retirement Group LLC
BELLEVUE WA · SEC CIK 0002011850
$2.59亿2026Q2 申报市值
118持仓数
51.8%前十大占比 · 第一大 16.6%
8 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FRO 新建仓+$245.97万
STRL 新建仓+$54.64万
ADTN 新建仓+$49.49万
JBL 新建仓+$35.62万
DK 新建仓+$33.03万
2026Q2 卖出最多 按季末市值估算
GILD 清仓-$282.52万
UI 清仓-$60.30万
DEO 重新持有-$43.45万
CLS 清仓-$38.84万
AMP 清仓-$37.64万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $260.31万 | 1.00% | 14,389 | 92 | 0.6% | $1.66万 | 加仓 |
| NVS | NOVARTIS AG | $262.93万 | 1.01% | 16,777 | -21 | -0.1% | -$3,291 | 减仓 |
| HPQ | HP INC | $266.85万 | 1.03% | 121,625 | -6 | -0.0% | -$132 | 减仓 |
| GSK | GSK PLC | $267.55万 | 1.03% | 51,040 | -232 | -0.5% | -$1.22万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $276.85万 | 1.07% | 9,845 | 91 | 0.9% | $2.56万 | 加仓 |
| MMM | 3M CO | $278.86万 | 1.08% | 17,223 | 73 | 0.4% | $1.18万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $292.10万 | 1.13% | 26,610 | 583 | 2.2% | $6.40万 | 加仓 |
| MRK | MERCK & CO INC | $292.99万 | 1.13% | 22,801 | -39 | -0.2% | -$5,012 | 减仓 |
| QCOM | QUALCOMM INC | $296.54万 | 1.14% | 16,048 | -164 | -1.0% | -$3.03万 | 减仓 |
| BBY | BEST BUY INC | $301.20万 | 1.16% | 39,694 | 294 | 0.7% | $2.23万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $302.31万 | 1.17% | 4,402 | 7 | 0.2% | $4,807 | 加仓 |
| AVGO | BROADCOM INC | $312.96万 | 1.21% | 8,285 | -90 | -1.1% | -$3.40万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $317.79万 | 1.23% | 38,145 | -1,202 | -3.1% | -$10.01万 | 减仓 |
| ABBV | ABBVIE INC | $323.07万 | 1.25% | 12,838 | -81 | -0.6% | -$2.04万 | 减仓 |
| LLY | ELI LILLY & CO | $379.34万 | 1.46% | 3,163 | -34 | -1.1% | -$4.08万 | 减仓 |
| VB | VANGUARD INDEX FDS | $477.58万 | 1.84% | 15,755 | -22 | -0.1% | -$6,669 | 减仓 |
| KLAC | KLA CORP | $482.28万 | 1.86% | 15,985 | -225 | -1.4% | -$6.79万 | 减仓 |
| QQQ | INVESCO QQQ TR | $492.18万 | 1.90% | 6,684 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $734.02万 | 2.83% | 141,757 | -974 | -0.7% | -$5.04万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $830.45万 | 3.20% | 164,804 | -1,595 | -1.0% | -$8.04万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,414.61万 | 5.46% | 232,705 | 671 | 0.3% | $4.08万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $1,493.80万 | 5.76% | 136,908 | -194 | -0.1% | -$2.12万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $1,570.59万 | 6.06% | 131,839 | -1,980 | -1.5% | -$23.59万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,610.61万 | 6.21% | 135,356 | -648 | -0.5% | -$7.71万 | 减仓 |
| PCAR | PACCAR INC | $4,309.95万 | 16.63% | 358,804 | 41 | 0.0% | $4,925 | 加仓 |