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 |
|---|---|---|---|---|---|---|---|---|
| OMC | OMNICOM GROUP INC | $24.22万 | 0.11% | 3,216 | 414 | 14.8% | $3.12万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $22.91万 | 0.10% | 8,941 | 51 | 0.6% | $1,307 | 加仓 |
| EFV | ISHARES TR | $22.51万 | 0.10% | 3,028 | -77 | -2.5% | -$5,725 | 减仓 |
| UPBD | UPBOUND GROUP INC | $22.48万 | 0.10% | 12,454 | 1,544 | 14.2% | $2.79万 | 重新持有 |
| TNL | TRAVEL PLUS LEISURE CO | $22.19万 | 0.10% | 3,207 | -1,614 | -33.5% | -$11.17万 | 减仓 |
| NTAP | NETAPP INC | $22.19万 | 0.10% | 2,167 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $22.12万 | 0.10% | 2,135 | -1,076 | -33.5% | -$11.15万 | 重新持有 |
| NJAN | INNOVATOR ETFS TRUST | $21.76万 | 0.10% | 4,078 | -934 | -18.6% | -$4.98万 | 减仓 |
| IJS | ISHARES TR | $21.73万 | 0.10% | 1,834 | 3 | 0.2% | $355 | 加仓 |
| WEN | WENDYS CO | $21.58万 | 0.10% | 31,051 | 8,905 | 40.2% | $6.19万 | 重新持有 |
| AAPL | APPLE INC | $20.13万 | 0.09% | 793 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $19.44万 | 0.09% | 53,698 | 53,698 | — | $19.44万 | 新建仓 |
| ENR | ENERGIZER HLDGS INC | $17.63万 | 0.08% | 10,736 | 1,965 | 22.4% | $3.23万 | 重新持有 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RIGL | RIGEL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10,338 | -100.0% | -$44.28万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -962 | -100.0% | -$38.25万 | 清仓 |
| HALO | HALOZYME THERAPEUTICS INC | $0 | 0.00% | 0 | -5,595 | -100.0% | -$37.65万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -6,189 | -100.0% | -$36.96万 | 清仓 |
| CPA | COPA HOLDINGS SA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIRT | VIRTU FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -2,080 | -100.0% | -$25.58万 | 清仓 |
| BGC | BGC GROUP INC | $0 | 0.00% | 0 | -28,058 | -100.0% | -$25.06万 | 清仓 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,286 | -100.0% | -$24.90万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -1,440 | -100.0% | -$23.35万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -1,354 | -100.0% | -$22.53万 | 清仓 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,652 | -100.0% | -$22.05万 | 清仓 |
| VPU | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,153 | -100.0% | -$21.34万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -997 | -100.0% | -$20.48万 | 清仓 |
| VCR | VANGUARD WORLD FD | $0 | 0.00% | 0 | -518 | -100.0% | -$20.42万 | 清仓 |