OPTIMIZE FINANCIAL INC.
IRVINE CA · SEC CIK 0002033266
$2.03亿2026Q1 申报市值
297持仓数
15.3%前十大占比 · 第一大 1.7%
164 / 185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
SNDK 新建仓+$337.62万
STX 新建仓+$311.18万
TTMI 新建仓+$310.55万
WDC 新建仓+$309.06万
TER 新建仓+$304.26万
2026Q1 卖出最多 按季末市值估算
PAL 清仓-$359.54万
WARNER BROS DISC 清仓-$356.49万
LITE 减仓-$322.43万
MKSI 清仓-$214.69万
TDC 清仓-$203.23万
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 |
|---|---|---|---|---|---|---|---|---|
| ICLR | ICON PLC | $0 | 0.00% | 0 | -2,461 | -100.0% | -$44.84万 | 清仓 |
| VAC | MARRIOTT VACATIONS WORLD | $0 | 0.00% | 0 | -7,663 | -100.0% | -$44.21万 | 清仓 |
| BIO | BIO RAD LABS INC CL A | $0 | 0.00% | 0 | -1,458 | -100.0% | -$44.18万 | 清仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $0 | 0.00% | 0 | -20,207 | -100.0% | -$43.87万 | 清仓 |
| — | NAVIENT CORP W D | $0 | 0.00% | 0 | -33,361 | -100.0% | -$43.37万 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | -4,708 | -100.0% | -$43.13万 | 清仓 |
| SEIC | S E I INVESTMENTS CO | $0 | 0.00% | 0 | -5,245 | -100.0% | -$43.02万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -1,874 | -100.0% | -$42.67万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $0 | 0.00% | 0 | -2,627 | -100.0% | -$42.55万 | 清仓 |
| CALM | CAL MAINE FOODS INC COM NEW | $0 | 0.00% | 0 | -5,331 | -100.0% | -$42.42万 | 清仓 |
| UMBF | UMB FINL CORP | $0 | 0.00% | 0 | -3,679 | -100.0% | -$42.32万 | 清仓 |
| WGS | GENEDX HOLDINGS CORP COM CL A | $0 | 0.00% | 0 | -3,249 | -100.0% | -$42.26万 | 清仓 |
| QTWO | Q2 HOLDINGS INC | $0 | 0.00% | 0 | -5,808 | -100.0% | -$41.91万 | 清仓 |
| — | QIAGEN NV COM SHS | $0 | 0.00% | 0 | -9,053 | -100.0% | -$40.71万 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -2,343 | -100.0% | -$40.66万 | 清仓 |
| TFX | TELEFLEX INC | $0 | 0.00% | 0 | -3,294 | -100.0% | -$40.20万 | 清仓 |
| AJG | ARTHUR J GALLAGHER CO | $0 | 0.00% | 0 | -1,526 | -100.0% | -$39.49万 | 清仓 |
| NEM | NEWMONT CORP COM | $0 | 0.00% | 0 | -3,929 | -100.0% | -$39.23万 | 清仓 |
| TDOC | TELADOC INC | $0 | 0.00% | 0 | -55,115 | -100.0% | -$38.58万 | 清仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EEFT | EURONET WORLDWIDE INC | $0 | 0.00% | 0 | -5,024 | -100.0% | -$38.24万 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | -3,290 | -100.0% | -$37.77万 | 清仓 |
| PH | PARKER HANNIFIN CORP | $0 | 0.00% | 0 | -421 | -100.0% | -$37.00万 | 清仓 |
| HWM | HOWMET AEROSPACE INC COM | $0 | 0.00% | 0 | -1,802 | -100.0% | -$36.94万 | 清仓 |
| DLX | DELUXE CORP | $0 | 0.00% | 0 | -16,478 | -100.0% | -$36.80万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -665 | -100.0% | -$36.66万 | 清仓 |
| DAL | DELTA AIR LINES INC | $0 | 0.00% | 0 | -5,254 | -100.0% | -$36.46万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -1,623 | -100.0% | -$36.08万 | 清仓 |
| WAB | WABTEC COM | $0 | 0.00% | 0 | -1,652 | -100.0% | -$35.26万 | 清仓 |
| KLC | KINDERCARE LEARNING COMPANIES COM | $0 | 0.00% | 0 | -81,081 | -100.0% | -$35.03万 | 清仓 |
| SFM | SPROUTS FARMERS MARKETS INC | $0 | 0.00% | 0 | -4,369 | -100.0% | -$34.81万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,179 | -100.0% | -$34.61万 | 清仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $0 | 0.00% | 0 | -1,530 | -100.0% | -$34.60万 | 清仓 |
| STRL | STERLING INFRASTRUCTURE INC | $0 | 0.00% | 0 | -1,119 | -100.0% | -$34.27万 | 清仓 |
| GVA | GRANITE CONSTR INC COM | $0 | 0.00% | 0 | -2,969 | -100.0% | -$34.25万 | 清仓 |
| UNP | UNION PACIFIC CORP COM | $0 | 0.00% | 0 | -1,454 | -100.0% | -$33.63万 | 清仓 |
| GD | GENERAL DYNAMICS CORP COM | $0 | 0.00% | 0 | -994 | -100.0% | -$33.46万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP COM | $0 | 0.00% | 0 | -1,153 | -100.0% | -$33.29万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -1,609 | -100.0% | -$33.18万 | 清仓 |
| CWH | CAMPING WORLD HOLDINGS INC A | $0 | 0.00% | 0 | -33,816 | -100.0% | -$32.90万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -3,194 | -100.0% | -$32.89万 | 清仓 |
| CPA | COPA HOLDINGS SA CL A | $0 | 0.00% | 0 | -2,723 | -100.0% | -$32.84万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -1,791 | -100.0% | -$32.57万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -921 | -100.0% | -$32.23万 | 清仓 |
| EMR | EMERSON ELECTRIC CO | $0 | 0.00% | 0 | -2,419 | -100.0% | -$32.10万 | 清仓 |
| SLVM | SYLVAMO CORP COMMON STOCK | $0 | 0.00% | 0 | -6,635 | -100.0% | -$31.95万 | 清仓 |
| ARCB | ARCBEST CORP | $0 | 0.00% | 0 | -4,248 | -100.0% | -$31.52万 | 清仓 |
| LECO | LINCOLN ELEC HLDGS INC | $0 | 0.00% | 0 | -1,314 | -100.0% | -$31.49万 | 清仓 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -5,913 | -100.0% | -$31.32万 | 清仓 |
| — | TOPBUILD CORP COM | $0 | 0.00% | 0 | -736 | -100.0% | -$30.71万 | 清仓 |
| SWK | STANLEY BLACK DECKER INC | $0 | 0.00% | 0 | -4,099 | -100.0% | -$30.45万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -772 | -100.0% | -$30.05万 | 清仓 |
| CTRI | CENTURI HOLDINGS INC COM SHS | $0 | 0.00% | 0 | -11,878 | -100.0% | -$29.99万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,384 | -100.0% | -$29.73万 | 清仓 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A | $0 | 0.00% | 0 | -7,720 | -100.0% | -$29.60万 | 清仓 |
| VMC | VULCAN MATLS CO COM | $0 | 0.00% | 0 | -1,019 | -100.0% | -$29.06万 | 清仓 |
| ARDT | ARDENT HEALTH INC | $0 | 0.00% | 0 | -32,748 | -100.0% | -$28.92万 | 清仓 |
| JBLU | JETBLUE AIRWAYS CORP | $0 | 0.00% | 0 | -63,318 | -100.0% | -$28.81万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PKG | PACKAGING CORP AMERICA | $0 | 0.00% | 0 | -1,364 | -100.0% | -$28.13万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -1,286 | -100.0% | -$27.90万 | 清仓 |
| CTVA | CORTEVA INC COM | $0 | 0.00% | 0 | -4,162 | -100.0% | -$27.90万 | 清仓 |
| SMG | THE SCOTTS MIRACLE GRO COMPANY | $0 | 0.00% | 0 | -4,778 | -100.0% | -$27.88万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $0 | 0.00% | 0 | -2,367 | -100.0% | -$27.29万 | 清仓 |
| LIN | LINDE PLC SHS | $0 | 0.00% | 0 | -639 | -100.0% | -$27.25万 | 清仓 |
| CBZ | CBIZ INC | $0 | 0.00% | 0 | -5,372 | -100.0% | -$27.10万 | 清仓 |
| SKYW | SKYWEST INC | $0 | 0.00% | 0 | -2,695 | -100.0% | -$27.06万 | 清仓 |
| LII | LENNOX INTERNATIONAL INC | $0 | 0.00% | 0 | -556 | -100.0% | -$27.00万 | 清仓 |
| ETR | ENTERGY CORPORATION | $0 | 0.00% | 0 | -2,914 | -100.0% | -$26.93万 | 清仓 |
| FWRD | FORWARD AIR CORP COM | $0 | 0.00% | 0 | -10,762 | -100.0% | -$26.91万 | 清仓 |
| HUN | HUNTSMAN CORP | $0 | 0.00% | 0 | -26,824 | -100.0% | -$26.82万 | 清仓 |
| DNOW | DNOW INC COM | $0 | 0.00% | 0 | -20,208 | -100.0% | -$26.78万 | 清仓 |
| BKD | BROOKDALE SR LIVING INC | $0 | 0.00% | 0 | -24,011 | -100.0% | -$25.91万 | 清仓 |
| CSL | CARLISLE COS INC | $0 | 0.00% | 0 | -807 | -100.0% | -$25.81万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP INC | $0 | 0.00% | 0 | -3,155 | -100.0% | -$25.33万 | 清仓 |
| WEC | WEC ENERGY GROUP INC COM | $0 | 0.00% | 0 | -2,374 | -100.0% | -$25.04万 | 清仓 |
| DUK | DUKE ENERGY HOLDING CORP | $0 | 0.00% | 0 | -2,120 | -100.0% | -$24.85万 | 清仓 |
| GNRC | GENERAC HLDGS INC | $0 | 0.00% | 0 | -1,771 | -100.0% | -$24.15万 | 清仓 |
| AWK | AMERICAN WATER WORKS CO INC | $0 | 0.00% | 0 | -1,784 | -100.0% | -$23.28万 | 清仓 |
| OC | OWENS CORNING INC | $0 | 0.00% | 0 | -2,066 | -100.0% | -$23.12万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -3,391 | -100.0% | -$22.78万 | 清仓 |
| MOS | MOSAIC CO NEW COM | $0 | 0.00% | 0 | -9,282 | -100.0% | -$22.36万 | 清仓 |
| WELL | WELLTOWER INC COM | $0 | 0.00% | 0 | -1,098 | -100.0% | -$20.38万 | 清仓 |
| XHR | XENIA HOTELS RESORTS INC | $0 | 0.00% | 0 | -12,840 | -100.0% | -$18.16万 | 清仓 |
| EVH | EVOLENT HEALTH INC A | $0 | 0.00% | 0 | -44,848 | -100.0% | -$17.94万 | 清仓 |
| PEB | PEBBLEBROOK HOTEL TRUST | $0 | 0.00% | 0 | -15,693 | -100.0% | -$17.76万 | 清仓 |
| — | THE REAL BROKERAGE INC COM NEW | $0 | 0.00% | 0 | -35,203 | -100.0% | -$12.85万 | 清仓 |
| AGNT | EXP WORLD HLDGS INC COM | $10.83万 | 0.05% | 18,082 | 1,591 | 9.6% | $9,530 | 加仓 |
| UNIT | UNITI GROUP INC | $13.39万 | 0.07% | 14,275 | -14,457 | -50.3% | -$13.56万 | 减仓 |
| DC | DAKOTA GOLD CORP COM | $16.88万 | 0.08% | 33,423 | 33,423 | — | $16.88万 | 新建仓 |
| CRML | CRITICAL METALS CORP | $18.40万 | 0.09% | 23,168 | 23,168 | — | $18.40万 | 新建仓 |
| DINO | HF SINCLAIR CORPORATION COM | $20.12万 | 0.10% | 3,225 | 3,225 | — | $20.12万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $20.19万 | 0.10% | 2,914 | 2,914 | — | $20.19万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $20.20万 | 0.10% | 1,122 | 1,122 | — | $20.20万 | 新建仓 |
| VAL | VALARIS LTD | $20.31万 | 0.10% | 2,072 | 2,072 | — | $20.31万 | 新建仓 |
| VLTO | VERALTO CORPORATION COM | $20.32万 | 0.10% | 2,298 | -125 | -5.2% | -$1.11万 | 减仓 |
| PPG | P P G INDS INC | $20.41万 | 0.10% | 1,910 | 1,910 | — | $20.41万 | 新建仓 |
| RS | RELIANCE STEEL ALUMINUM | $20.42万 | 0.10% | 672 | 672 | — | $20.42万 | 新建仓 |
| NUE | NUCOR CORP | $20.43万 | 0.10% | 1,208 | 1,208 | — | $20.43万 | 新建仓 |
| OVV | OVINTIV INC | $20.65万 | 0.10% | 3,478 | 3,478 | — | $20.65万 | 新建仓 |