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 |
|---|---|---|---|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -20,271 | -100.0% | -$282.52万 | 清仓 |
| UI | UBIQUITI INC | $0 | 0.00% | 0 | -763 | -100.0% | -$60.30万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -1,379 | -100.0% | -$38.84万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -847 | -100.0% | -$37.64万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -5,205 | -100.0% | -$32.73万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -4,180 | -100.0% | -$31.44万 | 清仓 |
| HL | HECLA MINING COMPANY | $0 | 0.00% | 0 | -15,824 | -100.0% | -$29.48万 | 清仓 |
| UWMC | UWM HOLDINGS CORPORATION | $12.30万 | 0.05% | 53,698 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $20.38万 | 0.08% | 2,135 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $20.72万 | 0.08% | 2,578 | -5,405 | -67.7% | -$43.45万 | 重新持有 |
| SMLV | SPDR SERIES TRUST | $20.83万 | 0.08% | 1,324 | 1,324 | — | $20.83万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $22.91万 | 0.09% | 1,917 | 1,610 | 524.4% | $19.24万 | 重新持有 |
| AAPL | APPLE INC | $22.96万 | 0.09% | 793 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC | $23.02万 | 0.09% | 10,736 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $23.02万 | 0.09% | 9,022 | 81 | 0.9% | $2,067 | 加仓 |
| EFV | ISHARES TR | $23.18万 | 0.09% | 3,028 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $23.42万 | 0.09% | 3,216 | 0 | 0.0% | — | 不变 |
| NJAN | INNOVATOR ETFS TRUST | $24.07万 | 0.09% | 4,078 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $24.51万 | 0.09% | 3,207 | 0 | 0.0% | — | 不变 |
| CPA | COPA HOLDINGS SA | $24.83万 | 0.10% | 1,596 | -741 | -31.7% | -$11.53万 | 重新持有 |
| IJS | ISHARES TR | $25.17万 | 0.10% | 1,842 | 8 | 0.4% | $1,093 | 加仓 |
| WEN | WENDYS CO | $25.74万 | 0.10% | 31,051 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $25.96万 | 0.10% | 717 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $26.16万 | 0.10% | 2,712 | 0 | 0.0% | — | 不变 |
| UPBD | UPBOUND GROUP INC | $26.43万 | 0.10% | 12,454 | 0 | 0.0% | — | 不变 |
| BDEC | INNOVATOR ETFS TRUST | $27.51万 | 0.11% | 5,171 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $27.60万 | 0.11% | 2,350 | 2,350 | — | $27.60万 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $29.77万 | 0.11% | 3,572 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $31.05万 | 0.12% | 2,661 | 184 | 7.4% | $2.15万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $32.09万 | 0.12% | 5,564 | 4 | 0.1% | $231 | 加仓 |
| SPMD | SPDR SERIES TRUST | $32.56万 | 0.13% | 4,820 | 3 | 0.1% | $203 | 加仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $32.87万 | 0.13% | 23,309 | 23,309 | — | $32.87万 | 新建仓 |
| IJT | ISHARES TR | $33.02万 | 0.13% | 1,849 | 3 | 0.2% | $536 | 加仓 |
| DK | DELEK US HLDGS INC NEW | $33.03万 | 0.13% | 6,500 | 6,500 | — | $33.03万 | 新建仓 |
| NTAP | NETAPP INC | $33.54万 | 0.13% | 2,167 | 0 | 0.0% | — | 不变 |
| BKE | BUCKLE INC | $34.72万 | 0.13% | 8,228 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $35.62万 | 0.14% | 924 | 924 | — | $35.62万 | 新建仓 |
| PAYX | PAYCHEX INC | $36.12万 | 0.14% | 3,673 | 0 | 0.0% | — | 不变 |
| WLY | WILEY JOHN & SONS INC | $41.74万 | 0.16% | 8,605 | 0 | 0.0% | — | 不变 |
| EAT | BRINKER INTL INC | $42.34万 | 0.16% | 2,520 | 182 | 7.8% | $3.06万 | 加仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $42.96万 | 0.17% | 102,054 | 7,223 | 7.6% | $3.04万 | 加仓 |
| CENX | CENTURY ALUM CO | $43.47万 | 0.17% | 9,447 | 410 | 4.5% | $1.89万 | 加仓 |
| APP | APPLOVIN CORP | $43.54万 | 0.17% | 845 | 44 | 5.5% | $2.27万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $43.63万 | 0.17% | 1,705 | 108 | 6.8% | $2.76万 | 加仓 |
| IWN | ISHARES TR | $46.63万 | 0.18% | 2,108 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $46.63万 | 0.18% | 2,616 | 91 | 3.6% | $1.62万 | 加仓 |
| VIRT | VIRTU FINL INC | $48.98万 | 0.19% | 8,223 | -54 | -0.7% | -$3,217 | 重新持有 |
| ADTN | ADTRAN HOLDINGS INC | $49.49万 | 0.19% | 35,601 | 35,601 | — | $49.49万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $49.92万 | 0.19% | 1,347 | 61 | 4.7% | $2.26万 | 加仓 |
| TDC | TERADATA CORP DEL | $50.76万 | 0.20% | 14,648 | 710 | 5.1% | $2.46万 | 加仓 |
| TPR | TAPESTRY INC | $53.06万 | 0.20% | 3,625 | 176 | 5.1% | $2.58万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $53.16万 | 0.21% | 2,657 | 91 | 3.5% | $1.82万 | 加仓 |
| RBRK | RUBRIK INC. | $53.98万 | 0.21% | 6,724 | 345 | 5.4% | $2.77万 | 加仓 |
| NGVT | INGEVITY CORP | $53.99万 | 0.21% | 7,230 | 372 | 5.4% | $2.78万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $54.64万 | 0.21% | 651 | 651 | — | $54.64万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $58.20万 | 0.22% | 1,163 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $59.07万 | 0.23% | 3,828 | -73 | -1.9% | -$1.13万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $59.51万 | 0.23% | 4,449 | 225 | 5.3% | $3.01万 | 加仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $59.85万 | 0.23% | 8,368 | 314 | 3.9% | $2.25万 | 加仓 |
| HAS | HASBRO INC | $60.35万 | 0.23% | 7,307 | 265 | 3.8% | $2.19万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $61.26万 | 0.24% | 10,263 | -209 | -2.0% | -$1.25万 | 减仓 |
| BMAY | INNOVATOR ETFS TRUST | $61.56万 | 0.24% | 13,001 | -1,734 | -11.8% | -$8.21万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $63.23万 | 0.24% | 7,574 | 539 | 7.7% | $4.50万 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $63.38万 | 0.24% | 10,706 | -1,763 | -14.1% | -$10.44万 | 减仓 |
| TER | TERADYNE INC | $64.11万 | 0.25% | 1,325 | 71 | 5.7% | $3.44万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $66.73万 | 0.26% | 6,920 | -11 | -0.2% | -$1,061 | 减仓 |
| BE | BLOOM ENERGY CORP | $66.93万 | 0.26% | 2,211 | 82 | 3.9% | $2.48万 | 加仓 |
| FIX | COMFORT SYS USA INC | $75.51万 | 0.29% | 381 | 9 | 2.4% | $1.78万 | 加仓 |
| PBI | PITNEY BOWES INC | $76.13万 | 0.29% | 43,456 | 1,389 | 3.3% | $2.43万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $77.61万 | 0.30% | 2,854 | 130 | 4.8% | $3.54万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $81.26万 | 0.31% | 9,268 | 13 | 0.1% | $1,140 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $82.63万 | 0.32% | 2,468 | 61 | 2.5% | $2.04万 | 加仓 |
| AMAT | APPLIED MATLS INC | $86.69万 | 0.33% | 1,199 | 56 | 4.9% | $4.05万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $90.83万 | 0.35% | 2,096 | 82 | 4.1% | $3.55万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $101.08万 | 0.39% | 1,178 | 33 | 2.9% | $2.83万 | 加仓 |
| FTNT | FORTINET INC | $107.92万 | 0.42% | 7,025 | -141 | -2.0% | -$2.17万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $129.31万 | 0.50% | 1,340 | 28 | 2.1% | $2.70万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $130.11万 | 0.50% | 2,037 | 46 | 2.3% | $2.94万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $132.51万 | 0.51% | 1,148 | 26 | 2.3% | $3.00万 | 加仓 |
| IWB | ISHARES TR | $139.52万 | 0.54% | 3,407 | -44 | -1.3% | -$1.80万 | 减仓 |
| SNDK | SANDISK CORP | $141.43万 | 0.55% | 622 | -1 | -0.2% | -$2,274 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $151.87万 | 0.59% | 3,520 | -64 | -1.8% | -$2.76万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $173.91万 | 0.67% | 24,408 | -203 | -0.8% | -$1.45万 | 减仓 |
| UL | UNILEVER PLC | $177.81万 | 0.69% | 29,576 | 251 | 0.9% | $1.51万 | 加仓 |
| MCD | MCDONALDS CORP | $198.26万 | 0.77% | 7,335 | 36 | 0.5% | $9,731 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $210.36万 | 0.81% | 60,922 | 380 | 0.6% | $1.31万 | 加仓 |
| MSFT | MICROSOFT CORP | $215.06万 | 0.83% | 5,765 | -31 | -0.5% | -$1.16万 | 减仓 |
| WU | WESTERN UN CO | $216.84万 | 0.84% | 281,609 | -184 | -0.1% | -$1,417 | 减仓 |
| HRB | BLOCK H & R INC | $221.15万 | 0.85% | 58,076 | 268 | 0.5% | $1.02万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $221.23万 | 0.85% | 4,342 | -1 | -0.0% | -$510 | 减仓 |
| PFE | PFIZER INC | $225.22万 | 0.87% | 93,529 | 311 | 0.3% | $7,489 | 加仓 |
| PEP | PEPSICO INC | $229.29万 | 0.88% | 16,934 | 31 | 0.2% | $4,197 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $231.43万 | 0.89% | 62,956 | -351 | -0.6% | -$1.29万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $239.42万 | 0.92% | 56,547 | -11 | -0.0% | -$466 | 减仓 |
| FRO | FRONTLINE PLC | $245.97万 | 0.95% | 70,702 | 70,702 | — | $245.97万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $249.48万 | 0.96% | 52,040 | 479 | 0.9% | $2.30万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $250.89万 | 0.97% | 43,542 | -956 | -2.1% | -$5.51万 | 减仓 |
| MO | ALTRIA GROUP INC | $252.18万 | 0.97% | 35,050 | -263 | -0.7% | -$1.89万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $252.82万 | 0.98% | 40,936 | -179 | -0.4% | -$1.11万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $254.22万 | 0.98% | 3,404 | 15 | 0.4% | $1.12万 | 加仓 |