OPTIMIZE FINANCIAL INC.
IRVINE CA · SEC CIK 0002033266
$2.78亿2026Q2 申报市值
294持仓数
28.8%前十大占比 · 第一大 4.3%
5 / 10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
WKC 新建仓+$24.38万
SHW 新建仓+$21.21万
VLO 新建仓+$20.94万
MPC 新建仓+$20.89万
TRGP 新建仓+$20.43万
2026Q2 卖出最多 按季末市值估算
PROASSURANCE COR 清仓-$47.87万
CRS 重新持有-$45.15万
SOLENO THERAPEUT 清仓-$37.39万
EFOR 清仓-$31.70万
INTU 清仓-$31.56万
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 |
|---|---|---|---|---|---|---|---|---|
| CR | CRANE COMPANY | $40.87万 | 0.15% | 1,832 | -6 | -0.3% | -$1,338 | 减仓 |
| HEI | HEICO CORP NEW | $41.07万 | 0.15% | 1,153 | -4 | -0.3% | -$1,425 | 减仓 |
| EME | EMCOR GROUP INC | $41.16万 | 0.15% | 496 | -1 | -0.2% | -$830 | 减仓 |
| PEN | PENUMBRA INC | $41.17万 | 0.15% | 1,304 | -4 | -0.3% | -$1,263 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $41.45万 | 0.15% | 1,377 | -4 | -0.3% | -$1,204 | 减仓 |
| HRI | HERC HLDGS INC | $41.77万 | 0.15% | 2,914 | -10 | -0.3% | -$1,433 | 减仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $41.78万 | 0.15% | 27,963 | -97 | -0.3% | -$1,449 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $41.95万 | 0.15% | 1,711 | -5 | -0.3% | -$1,226 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $42.14万 | 0.15% | 3,142 | -10 | -0.3% | -$1,341 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $42.29万 | 0.15% | 921 | -3 | -0.3% | -$1,377 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $42.36万 | 0.15% | 8,119 | -28 | -0.3% | -$1,461 | 减仓 |
| SPGI | S&P GLOBAL INC | $42.72万 | 0.15% | 1,049 | -3 | -0.3% | -$1,222 | 减仓 |
| WHR | WHIRLPOOL CORP | $42.84万 | 0.15% | 10,868 | -37 | -0.3% | -$1,459 | 减仓 |
| TRUP | TRUPANION INC | $42.85万 | 0.15% | 17,300 | -60 | -0.3% | -$1,486 | 减仓 |
| PHIN | PHINIA INC | $42.90万 | 0.15% | 5,208 | -18 | -0.3% | -$1,483 | 减仓 |
| ETN | EATON CORP PLC | $42.91万 | 0.15% | 1,007 | -3 | -0.3% | -$1,278 | 减仓 |
| AMGN | AMGEN INC | $43.27万 | 0.16% | 1,195 | -4 | -0.3% | -$1,448 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $43.55万 | 0.16% | 1,168 | -4 | -0.3% | -$1,491 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $44.12万 | 0.16% | 880 | -3 | -0.3% | -$1,504 | 减仓 |
| TNET | TRINET GROUP INC | $44.41万 | 0.16% | 8,974 | -31 | -0.3% | -$1,534 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $44.71万 | 0.16% | 1,877 | -6 | -0.3% | -$1,429 | 减仓 |
| CI | THE CIGNA GROUP | $44.83万 | 0.16% | 1,626 | -5 | -0.3% | -$1,378 | 减仓 |
| PMT | PENNYMAC MTG INVT TR | $45.04万 | 0.16% | 39,926 | -139 | -0.3% | -$1,568 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $45.18万 | 0.16% | 3,409 | -11 | -0.3% | -$1,458 | 减仓 |
| FRPT | FRESHPET INC | $45.43万 | 0.16% | 7,684 | -26 | -0.3% | -$1,537 | 减仓 |
| MCO | MOODYS CORP | $45.56万 | 0.16% | 1,006 | -3 | -0.3% | -$1,359 | 减仓 |
| LH | LABCORP HOLDINGS INC | $45.86万 | 0.16% | 1,638 | -5 | -0.3% | -$1,400 | 减仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $46.06万 | 0.17% | 17,661 | -61 | -0.3% | -$1,591 | 减仓 |
| AIR | AAR CORP | $46.11万 | 0.17% | 3,226 | -11 | -0.3% | -$1,572 | 减仓 |
| NVMI | NOVA LTD | $46.20万 | 0.17% | 851 | -2 | -0.2% | -$1,086 | 减仓 |
| AON | AON PLC | $46.24万 | 0.17% | 1,394 | -4 | -0.3% | -$1,327 | 减仓 |
| CMI | CUMMINS INC | $46.29万 | 0.17% | 649 | -2 | -0.3% | -$1,426 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $46.30万 | 0.17% | 1,564 | -5 | -0.3% | -$1,480 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $46.54万 | 0.17% | 1,390 | -4 | -0.3% | -$1,339 | 减仓 |
| PWR | QUANTA SVCS INC | $46.66万 | 0.17% | 648 | -2 | -0.3% | -$1,440 | 减仓 |
| MA | MASTERCARD INCORPORATED | $46.69万 | 0.17% | 909 | -3 | -0.3% | -$1,541 | 减仓 |
| AMP | AMERIPRISE FINL INC | $46.84万 | 0.17% | 1,021 | -3 | -0.3% | -$1,376 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $46.88万 | 0.17% | 947 | -3 | -0.3% | -$1,485 | 减仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $47.38万 | 0.17% | 24,335 | -84 | -0.3% | -$1,635 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $47.47万 | 0.17% | 1,640 | -5 | -0.3% | -$1,447 | 减仓 |
| SBGI | SINCLAIR INC | $47.53万 | 0.17% | 33,353 | -116 | -0.3% | -$1,653 | 减仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $47.97万 | 0.17% | 5,507 | -19 | -0.3% | -$1,655 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $47.97万 | 0.17% | 2,087 | -7 | -0.3% | -$1,609 | 减仓 |
| APP | APPLOVIN CORP | $48.02万 | 0.17% | 932 | -3 | -0.3% | -$1,546 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $48.03万 | 0.17% | 967 | -3 | -0.3% | -$1,490 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $48.17万 | 0.17% | 7,023 | -24 | -0.3% | -$1,646 | 减仓 |
| CAH | CARDINAL HEALTH INC | $48.18万 | 0.17% | 2,028 | -7 | -0.3% | -$1,663 | 减仓 |
| RNG | RINGCENTRAL INC | $48.27万 | 0.17% | 12,382 | -43 | -0.3% | -$1,676 | 减仓 |
| WING | WINGSTOP INC | $48.33万 | 0.17% | 2,787 | -9 | -0.3% | -$1,561 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $48.72万 | 0.18% | 2,291 | -7 | -0.3% | -$1,489 | 减仓 |
| IQV | IQVIA HLDGS INC | $48.90万 | 0.18% | 2,531 | -8 | -0.3% | -$1,546 | 减仓 |
| SANA | SANA BIOTECHNOLOGY INC | $48.94万 | 0.18% | 140,217 | -488 | -0.3% | -$1,703 | 减仓 |
| SOLV | SOLVENTUM CORP | $49.09万 | 0.18% | 6,363 | -22 | -0.3% | -$1,697 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $49.12万 | 0.18% | 5,256 | -18 | -0.3% | -$1,682 | 减仓 |
| DY | DYCOM INDS INC | $49.55万 | 0.18% | 980 | -3 | -0.3% | -$1,517 | 减仓 |
| STGW | STAGWELL INC | $49.64万 | 0.18% | 66,805 | -232 | -0.3% | -$1,724 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $50.07万 | 0.18% | 924 | -3 | -0.3% | -$1,625 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $50.13万 | 0.18% | 5,018 | -17 | -0.3% | -$1,698 | 减仓 |
| NSIT | INSIGHT ENTERPRISES INC | $50.17万 | 0.18% | 4,119 | -14 | -0.3% | -$1,705 | 减仓 |
| RGEN | REPLIGEN CORP | $50.22万 | 0.18% | 3,681 | -12 | -0.3% | -$1,637 | 减仓 |
| CPAY | CORPAY INC | $50.32万 | 0.18% | 1,510 | -5 | -0.3% | -$1,666 | 减仓 |
| MTZ | MASTEC INC | $50.34万 | 0.18% | 1,210 | -4 | -0.3% | -$1,664 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $50.36万 | 0.18% | 1,589 | -5 | -0.3% | -$1,584 | 减仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $50.41万 | 0.18% | 64,715 | -225 | -0.3% | -$1,753 | 减仓 |
| BX | BLACKSTONE INC | $50.60万 | 0.18% | 4,300 | -14 | -0.3% | -$1,647 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $50.74万 | 0.18% | 2,529 | -8 | -0.3% | -$1,605 | 减仓 |
| EG | EVEREST GROUP LTD | $50.76万 | 0.18% | 1,421 | -4 | -0.3% | -$1,429 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $50.81万 | 0.18% | 3,631 | -12 | -0.3% | -$1,679 | 减仓 |
| AER | AERCAP HOLDINGS NV | $50.85万 | 0.18% | 3,488 | -12 | -0.3% | -$1,749 | 减仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $51.10万 | 0.18% | 28,061 | -97 | -0.3% | -$1,766 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $51.17万 | 0.18% | 1,550 | -5 | -0.3% | -$1,651 | 减仓 |
| V | VISA INC | $51.33万 | 0.18% | 1,496 | -5 | -0.3% | -$1,715 | 减仓 |
| SVRA | SAVARA INC | $51.63万 | 0.19% | 83,811 | -292 | -0.3% | -$1,799 | 减仓 |
| GEV | GE VERNOVA INC | $52.16万 | 0.19% | 444 | -1 | -0.2% | -$1,175 | 减仓 |
| INCY | INCYTE CORP | $52.19万 | 0.19% | 4,604 | -16 | -0.3% | -$1,814 | 减仓 |
| INGR | INGREDION INC | $52.20万 | 0.19% | 5,512 | -19 | -0.3% | -$1,799 | 减仓 |
| FIX | COMFORT SYS USA INC | $52.32万 | 0.19% | 264 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $52.63万 | 0.19% | 1,947 | -6 | -0.3% | -$1,622 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $52.76万 | 0.19% | 4,888 | -17 | -0.3% | -$1,835 | 减仓 |
| CAR | AVIS BUDGET GROUP INC | $53.07万 | 0.19% | 3,590 | -12 | -0.3% | -$1,774 | 减仓 |
| FIVE | FIVE BELOW INC | $53.13万 | 0.19% | 2,955 | -10 | -0.3% | -$1,798 | 减仓 |
| CINF | CINCINNATI FINL CORP | $53.14万 | 0.19% | 2,870 | -10 | -0.3% | -$1,851 | 减仓 |
| ALL | ALLSTATE CORP | $53.20万 | 0.19% | 2,236 | -7 | -0.3% | -$1,666 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $53.34万 | 0.19% | 1,577 | -5 | -0.3% | -$1,691 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $53.34万 | 0.19% | 5,166 | -18 | -0.3% | -$1,859 | 减仓 |
| LLY | ELI LILLY & CO | $53.49万 | 0.19% | 446 | -1 | -0.2% | -$1,199 | 减仓 |
| MTB | M & T BK CORP | $53.70万 | 0.19% | 2,256 | -7 | -0.3% | -$1,666 | 减仓 |
| PEP | PEPSICO INC | $53.75万 | 0.19% | 3,970 | -13 | -0.3% | -$1,760 | 减仓 |
| WGO | WINNEBAGO INDS INC | $54.97万 | 0.20% | 17,597 | -61 | -0.3% | -$1,906 | 减仓 |
| ADNT | ADIENT PLC | $55.16万 | 0.20% | 30,010 | -104 | -0.3% | -$1,912 | 减仓 |
| WTFC | WINTRUST FINL CORP | $55.26万 | 0.20% | 3,438 | -11 | -0.3% | -$1,768 | 减仓 |
| CUBI | CUSTOMERS BANCORP INC | $55.68万 | 0.20% | 7,039 | -24 | -0.3% | -$1,898 | 减仓 |
| HAS | HASBRO INC | $55.81万 | 0.20% | 6,758 | -23 | -0.3% | -$1,900 | 减仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $56.16万 | 0.20% | 13,687 | -47 | -0.3% | -$1,928 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $56.70万 | 0.20% | 2,303 | -8 | -0.3% | -$1,970 | 减仓 |
| ELF | E L F BEAUTY INC | $56.82万 | 0.20% | 7,678 | -26 | -0.3% | -$1,924 | 减仓 |
| DOLE | DOLE PLC | $56.91万 | 0.20% | 41,480 | -144 | -0.3% | -$1,976 | 减仓 |
| AIZ | ASSURANT INC | $57.20万 | 0.21% | 2,130 | -7 | -0.3% | -$1,880 | 减仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $57.27万 | 0.21% | 31,890 | -111 | -0.3% | -$1,994 | 减仓 |
| ALLY | ALLY FINL INC | $57.30万 | 0.21% | 12,470 | -43 | -0.3% | -$1,976 | 减仓 |