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 |
|---|---|---|---|---|---|---|---|---|
| PCAR | PACCAR INC | $4,143.71万 | 18.28% | 358,763 | -964 | -0.3% | -$11.13万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,331.61万 | 5.87% | 136,004 | -1,688 | -1.2% | -$16.53万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,312.85万 | 5.79% | 232,034 | 909 | 0.4% | $5.14万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $1,296.71万 | 5.72% | 137,102 | -4,355 | -3.1% | -$41.19万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $1,292.96万 | 5.70% | 133,819 | 153 | 0.1% | $1.48万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $759.61万 | 3.35% | 166,399 | -1,600 | -1.0% | -$7.30万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $669.55万 | 2.95% | 142,731 | -1,331 | -0.9% | -$6.24万 | 减仓 |
| VB | VANGUARD INDEX FDS | $413.23万 | 1.82% | 15,777 | -1,049 | -6.2% | -$27.48万 | 减仓 |
| QQQ | INVESCO QQQ TR | $385.76万 | 1.70% | 6,684 | 5 | 0.1% | $2,886 | 加仓 |
| LLY | ELI LILLY & CO | $294.01万 | 1.30% | 3,197 | -356 | -10.0% | -$32.74万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $286.21万 | 1.26% | 39,347 | -4,899 | -11.1% | -$35.64万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $283.92万 | 1.25% | 56,558 | -677 | -1.2% | -$3.40万 | 减仓 |
| GSK | GSK PLC | $282.97万 | 1.25% | 51,272 | -6,776 | -11.7% | -$37.40万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $282.52万 | 1.25% | 20,271 | -841 | -4.0% | -$11.72万 | 减仓 |
| ABBV | ABBVIE INC | $280.98万 | 1.24% | 12,919 | -114 | -0.9% | -$2.48万 | 减仓 |
| MRK | MERCK & CO INC | $274.74万 | 1.21% | 22,840 | -5,663 | -19.9% | -$68.12万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $269.88万 | 1.19% | 44,498 | 1,568 | 3.7% | $9.51万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $262.63万 | 1.16% | 4,395 | -80 | -1.8% | -$4.78万 | 减仓 |
| PEP | PEPSICO INC | $262.49万 | 1.16% | 16,903 | -496 | -2.9% | -$7.70万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $262.48万 | 1.16% | 4,343 | -563 | -11.5% | -$34.03万 | 减仓 |
| PFE | PFIZER INC | $261.76万 | 1.15% | 93,218 | 56,204 | 151.8% | $157.82万 | 加仓 |
| AVGO | BROADCOM INC | $259.21万 | 1.14% | 8,375 | -58 | -0.7% | -$1.80万 | 减仓 |
| NVS | NOVARTIS AG | $256.59万 | 1.13% | 16,798 | -2,181 | -11.5% | -$33.31万 | 减仓 |
| BBY | BEST BUY INC | $252.95万 | 1.12% | 39,400 | 30,783 | 357.2% | $197.63万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $251.08万 | 1.11% | 26,027 | 19,569 | 303.0% | $188.78万 | 加仓 |
| MMM | 3M CO | $249.07万 | 1.10% | 17,150 | -241 | -1.4% | -$3.50万 | 减仓 |
| WU | WESTERN UN CO | $246.01万 | 1.08% | 281,793 | 69,421 | 32.7% | $60.60万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $240.40万 | 1.06% | 41,115 | -398 | -1.0% | -$2.33万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $239.56万 | 1.06% | 63,307 | -758 | -1.2% | -$2.87万 | 减仓 |
| KLAC | KLA CORP | $238.63万 | 1.05% | 1,621 | -954 | -37.0% | -$140.44万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $236.43万 | 1.04% | 9,754 | -266 | -2.7% | -$6.45万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $236.38万 | 1.04% | 14,297 | 683 | 5.0% | $11.29万 | 加仓 |
| HPQ | HP INC | $233.65万 | 1.03% | 121,631 | 47,505 | 64.1% | $91.26万 | 加仓 |
| MO | ALTRIA GROUP INC | $233.03万 | 1.03% | 35,313 | -261 | -0.7% | -$1.72万 | 减仓 |
| MCD | MCDONALDS CORP | $226.83万 | 1.00% | 7,299 | -51 | -0.7% | -$1.58万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $220.37万 | 0.97% | 3,389 | 49 | 1.5% | $3.19万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $220.31万 | 0.97% | 60,542 | 39,880 | 193.0% | $145.12万 | 加仓 |
| MSFT | MICROSOFT CORP | $214.55万 | 0.95% | 5,796 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $208.77万 | 0.92% | 16,212 | -86 | -0.5% | -$1.11万 | 减仓 |
| NVO | NOVO-NORDISK A S | $189.49万 | 0.84% | 51,561 | 51,561 | — | $189.49万 | 新建仓 |
| HRB | BLOCK H & R INC | $183.48万 | 0.81% | 57,808 | 15,500 | 36.6% | $49.20万 | 加仓 |
| UL | UNILEVER PLC | $167.06万 | 0.74% | 29,325 | -3,780 | -11.4% | -$21.53万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $157.71万 | 0.70% | 24,611 | 640 | 2.7% | $4.10万 | 加仓 |
| IWB | ISHARES TR | $123.05万 | 0.54% | 3,451 | -91 | -2.6% | -$3.24万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $80.47万 | 0.35% | 1,145 | 19 | 1.7% | $1.34万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $70.74万 | 0.31% | 9,255 | 14 | 0.2% | $1,070 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $68.11万 | 0.30% | 12,469 | -76 | -0.6% | -$4,151 | 减仓 |
| BMAY | INNOVATOR ETFS TRUST | $66.12万 | 0.29% | 14,735 | -319 | -2.1% | -$1.43万 | 减仓 |
| HAS | HASBRO INC | $65.91万 | 0.29% | 7,042 | -591 | -7.7% | -$5.53万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $61.47万 | 0.27% | 6,931 | 536 | 8.4% | $4.75万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $60.31万 | 0.27% | 2,407 | -55 | -2.2% | -$1.38万 | 减仓 |
| UI | UBIQUITI INC | $60.30万 | 0.27% | 763 | -38 | -4.7% | -$3.00万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $58.82万 | 0.26% | 3,584 | 622 | 21.0% | $10.21万 | 加仓 |
| FTNT | FORTINET INC | $58.56万 | 0.26% | 7,166 | 2,156 | 43.0% | $17.62万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $56.88万 | 0.25% | 3,901 | 174 | 4.7% | $2.54万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $56.60万 | 0.25% | 10,472 | 627 | 6.4% | $3.39万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $55.73万 | 0.25% | 1,163 | -294 | -20.2% | -$14.09万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $53.85万 | 0.24% | 1,991 | -1,703 | -46.1% | -$46.06万 | 减仓 |
| CENX | CENTURY ALUM CO | $53.04万 | 0.23% | 9,037 | 9,037 | — | $53.04万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $51.40万 | 0.23% | 1,312 | -1,005 | -43.4% | -$39.37万 | 减仓 |
| FIX | COMFORT SYS USA INC | $51.30万 | 0.23% | 372 | -82 | -18.1% | -$11.31万 | 减仓 |
| NGVT | INGEVITY CORP | $48.85万 | 0.22% | 6,858 | -1,642 | -19.3% | -$11.70万 | 减仓 |
| TPR | TAPESTRY INC | $48.67万 | 0.21% | 3,449 | 29 | 0.8% | $4,092 | 加仓 |
| PBI | PITNEY BOWES INC | $46.48万 | 0.21% | 42,067 | 10,808 | 34.6% | $11.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $44.75万 | 0.20% | 2,566 | 371 | 16.9% | $6.47万 | 加仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $43.83万 | 0.19% | 8,054 | -1,121 | -12.2% | -$6.10万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $43.03万 | 0.19% | 2,014 | 23 | 1.2% | $4,914 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $42.54万 | 0.19% | 101 | 10 | 11.0% | $4.21万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $42.06万 | 0.19% | 1,286 | 82 | 6.8% | $2.68万 | 加仓 |
| BKE | BUCKLE INC | $41.44万 | 0.18% | 8,228 | -291 | -3.4% | -$1.47万 | 减仓 |
| IWN | ISHARES TR | $39.97万 | 0.18% | 2,108 | -56 | -2.6% | -$1.06万 | 减仓 |
| SNDK | SANDISK CORP | $39.58万 | 0.17% | 623 | 623 | — | $39.58万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $39.07万 | 0.17% | 1,143 | 1,143 | — | $39.07万 | 新建仓 |
| CLS | CELESTICA INC | $38.84万 | 0.17% | 1,379 | 1,379 | — | $38.84万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $37.91万 | 0.17% | 1,122 | 1,122 | — | $37.91万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $37.64万 | 0.17% | 847 | 195 | 29.9% | $8.67万 | 加仓 |
| TER | TERADYNE INC | $37.18万 | 0.16% | 1,254 | 1,254 | — | $37.18万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $36.87万 | 0.16% | 1,597 | -97 | -5.7% | -$2.24万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $36.23万 | 0.16% | 2,477 | 187 | 8.2% | $2.74万 | 加仓 |
| TDC | TERADATA CORP DEL | $35.72万 | 0.16% | 13,938 | 4,361 | 45.5% | $11.18万 | 加仓 |
| PAYX | PAYCHEX INC | $33.84万 | 0.15% | 3,673 | 940 | 34.4% | $8.66万 | 加仓 |
| EAT | BRINKER INTL INC | $33.38万 | 0.15% | 2,338 | 264 | 12.7% | $3.77万 | 加仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $33.29万 | 0.15% | 94,831 | 34,919 | 58.3% | $12.26万 | 加仓 |
| WLY | WILEY JOHN & SONS INC | $32.79万 | 0.14% | 8,605 | 8,605 | — | $32.79万 | 新建仓 |
| CVNA | CARVANA CO | $32.73万 | 0.14% | 1,041 | 25 | 2.5% | $7,860 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $32.61万 | 0.14% | 7,035 | 7,035 | — | $32.61万 | 新建仓 |
| APP | APPLOVIN CORP | $31.88万 | 0.14% | 801 | -124 | -13.4% | -$4.94万 | 减仓 |
| W | WAYFAIR INC | $31.44万 | 0.14% | 4,180 | -980 | -19.0% | -$7.37万 | 减仓 |
| RBRK | RUBRIK INC. | $31.24万 | 0.14% | 6,379 | 3,407 | 114.6% | $16.68万 | 加仓 |
| HL | HECLA MINING COMPANY | $29.48万 | 0.13% | 15,824 | 15,824 | — | $29.48万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $28.85万 | 0.13% | 2,129 | 2,129 | — | $28.85万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $28.52万 | 0.13% | 4,817 | 4 | 0.1% | $237 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $27.76万 | 0.12% | 4,224 | 4,224 | — | $27.76万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $26.87万 | 0.12% | 5,560 | 4 | 0.1% | $193 | 加仓 |
| IJT | ISHARES TR | $26.71万 | 0.12% | 1,846 | 3 | 0.2% | $434 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $25.57万 | 0.11% | 2,724 | 1,248 | 84.6% | $11.71万 | 加仓 |
| AMGN | AMGEN INC | $25.23万 | 0.11% | 717 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $25.15万 | 0.11% | 2,712 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $25.11万 | 0.11% | 3,572 | 0 | 0.0% | — | 不变 |
| BDEC | INNOVATOR ETFS TRUST | $24.82万 | 0.11% | 5,171 | 0 | 0.0% | — | 不变 |