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 |
|---|---|---|---|---|---|---|---|---|
| UPBD | UPBOUND GROUP INC | $26.43万 | 0.10% | 12,454 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $26.16万 | 0.10% | 2,712 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $25.96万 | 0.10% | 717 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO | $25.74万 | 0.10% | 31,051 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $25.17万 | 0.10% | 1,842 | 8 | 0.4% | $1,093 | 加仓 |
| CPA | COPA HOLDINGS SA | $24.83万 | 0.10% | 1,596 | -741 | -31.7% | -$11.53万 | 重新持有 |
| TNL | TRAVEL PLUS LEISURE CO | $24.51万 | 0.09% | 3,207 | 0 | 0.0% | — | 不变 |
| NJAN | INNOVATOR ETFS TRUST | $24.07万 | 0.09% | 4,078 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $23.42万 | 0.09% | 3,216 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $23.18万 | 0.09% | 3,028 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $23.02万 | 0.09% | 9,022 | 81 | 0.9% | $2,067 | 加仓 |
| ENR | ENERGIZER HLDGS INC | $23.02万 | 0.09% | 10,736 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $22.96万 | 0.09% | 793 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $22.91万 | 0.09% | 1,917 | 1,610 | 524.4% | $19.24万 | 重新持有 |
| SMLV | SPDR SERIES TRUST | $20.83万 | 0.08% | 1,324 | 1,324 | — | $20.83万 | 新建仓 |
| DEO | DIAGEO PLC | $20.72万 | 0.08% | 2,578 | -5,405 | -67.7% | -$43.45万 | 重新持有 |
| CLX | CLOROX CO DEL | $20.38万 | 0.08% | 2,135 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $12.30万 | 0.05% | 53,698 | 0 | 0.0% | — | 不变 |
| 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 |