13F 机构持仓

OPTIMIZE FINANCIAL INC.

IRVINE CA · SEC CIK 0002033266

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.78亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

LITE 1.7%
SNDK 1.7%
STX 1.5%
TTMI 1.5%
WDC 1.5%
KLAC 1.5%
TER 1.5%
AAPL 1.5%
LRCX 1.5%
MTSI 1.5%

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
PAL PROFICIENT AUTO LOGISTICS IN $00.00%0 -372,967-100.0% -$359.54万 清仓
— WARNER BROS DISCOVERY INC SERIES A $00.00%0 -123,696-100.0% -$356.49万 清仓
MKSI MKS INC $00.00%0 -13,435-100.0% -$214.69万 清仓
TDC TERADATA CORP $00.00%0 -66,763-100.0% -$203.23万 清仓
TWLO TWILIO INC A $00.00%0 -13,835-100.0% -$196.79万 清仓
SMTC SEMTECH CORP $00.00%0 -23,112-100.0% -$170.31万 清仓
TKO TKO GROUP HOLDINGS INC $00.00%0 -7,748-100.0% -$161.93万 清仓
JBL JABIL INC $00.00%0 -6,649-100.0% -$151.61万 清仓
QCOM QUALCOMM INC COM $00.00%0 -8,770-100.0% -$150.01万 清仓
MPWR MONOLITHIC POWER SYSTEMS INC $00.00%0 -1,615-100.0% -$146.38万 清仓
DIS DISNEY WALT CO COM $00.00%0 -12,804-100.0% -$145.67万 清仓
UCTT ULTRA CLEAN HOLDINGS $00.00%0 -57,359-100.0% -$145.29万 清仓
ARRY ARRAY TECHNOLOGIES INC COM SHS $00.00%0 -156,377-100.0% -$144.18万 清仓
CRDO CREDO TECHNOLOGY GROUP HOLDINGS $00.00%0 -9,970-100.0% -$143.46万 清仓
DELL DELL TECHNOLOGIES INC CL C $00.00%0 -11,208-100.0% -$141.09万 清仓
OKTA OKTA INC CL A $00.00%0 -15,344-100.0% -$132.68万 清仓
META META PLATFORMS INC $00.00%0 -2,008-100.0% -$132.55万 清仓
CMCSA COMCAST CORP CLASS A $00.00%0 -44,340-100.0% -$132.53万 清仓
TDY TELEDYNE TECHNOLOGIES INC COM $00.00%0 -2,553-100.0% -$130.39万 清仓
VSXY VICTORIAS SECRET AND CO $00.00%0 -23,074-100.0% -$124.99万 清仓
— LIBERTY BROADBAND C $00.00%0 -25,036-100.0% -$121.67万 清仓
TMUS T MOBILE US INC $00.00%0 -5,944-100.0% -$120.69万 清仓
ROP ROPER TECHNOLOGIES INC COM $00.00%0 -2,704-100.0% -$120.36万 清仓
CHTR CHARTER COMMUNICATIONS INC NEW $00.00%0 -5,740-100.0% -$119.82万 清仓
NOW SERVICENOW INC COM $00.00%0 -7,674-100.0% -$117.56万 清仓
COGT COGENT BIOSCIENCES INC COM $00.00%0 -33,024-100.0% -$117.30万 清仓
BAH BOOZ ALLEN HAMILTON HOLDING $00.00%0 -13,707-100.0% -$115.63万 清仓
VEEV VEEVA SYSTEMS INC CLASS A $00.00%0 -5,139-100.0% -$114.72万 清仓
TYL TYLER TECHNOLOGIES INC $00.00%0 -2,504-100.0% -$113.67万 清仓
FFIV F5 INC $00.00%0 -4,442-100.0% -$113.39万 清仓
OPTU OPTIMUM COMMUNICATIONS INC $00.00%0 -671,334-100.0% -$110.77万 清仓
WIX WIX COM LTD $00.00%0 -9,160-100.0% -$95.16万 清仓
CRSR CORSAIR GAMING INC COM $00.00%0 -158,745-100.0% -$94.29万 清仓
VERA VERA THERAPEUTICS INC CL A $00.00%0 -17,800-100.0% -$90.14万 清仓
AMC AMC ENTMT HLDGS INC CL A NEW $00.00%0 -543,906-100.0% -$84.85万 清仓
SYRE SPYRE THERAPEUTICS INC $00.00%0 -25,331-100.0% -$82.98万 清仓
HLF HERBALIFE LTD $00.00%0 -61,426-100.0% -$79.18万 清仓
DLTR DOLLAR TREE INC $00.00%0 -6,000-100.0% -$73.81万 清仓
DG DOLLAR GENERAL CORP $00.00%0 -5,550-100.0% -$73.69万 清仓
VFC V F CORP COM $00.00%0 -40,379-100.0% -$73.01万 清仓
ULTA ULTA BEAUTY INC COM $00.00%0 -1,176-100.0% -$71.15万 清仓
UNFI UNITED NAT FOODS INC $00.00%0 -20,963-100.0% -$70.58万 清仓
VIK VIKING HOLDINGS LTD ORD SHS $00.00%0 -9,635-100.0% -$68.80万 清仓
EWTX EDGEWISE THERAPEUTICS INC COM $00.00%0 -27,679-100.0% -$68.69万 清仓
BHF BRIGHTHOUSE FINL INC $00.00%0 -10,353-100.0% -$67.08万 清仓
— LEGGETT PLATT INC $00.00%0 -60,507-100.0% -$66.56万 清仓
URBN URBAN OUTFITTERS INC $00.00%0 -8,548-100.0% -$64.33万 清仓
BG BUNGE GLOBAL SA $00.00%0 -7,194-100.0% -$64.08万 清仓
HLT HILTON WORLDWIDE HLDGS WI $00.00%0 -2,218-100.0% -$63.71万 清仓
ARCO ARCOS DORADOS HOLDINGS INC A $00.00%0 -86,291-100.0% -$63.34万 清仓
MUSA MURPHY USA INC W I $00.00%0 -1,559-100.0% -$62.91万 清仓
— GUESS INC COM $00.00%0 -35,880-100.0% -$60.10万 清仓
DYN DYNE THERAPEUTICS INC $00.00%0 -30,310-100.0% -$59.29万 清仓
REGN REGENERON PHARMACEUTICALS COM $00.00%0 -749-100.0% -$57.81万 清仓
MDGL MADRIGAL PHARMACEUTICALS INC $00.00%0 -992-100.0% -$57.77万 清仓
ALV AUTOLIV INC $00.00%0 -4,855-100.0% -$57.63万 清仓
HGV HILTON GRAND VACATIONS $00.00%0 -12,853-100.0% -$57.52万 清仓
ILMN ILLUMINA INC COM $00.00%0 -4,354-100.0% -$57.11万 清仓
EBAY EBAY INC COM $00.00%0 -6,524-100.0% -$56.82万 清仓
C CITIGROUP INC $00.00%0 -4,791-100.0% -$55.91万 清仓
POST POST HOLDINGS INC $00.00%0 -5,601-100.0% -$55.48万 清仓
PG PROCTER GAMBLE CO $00.00%0 -3,790-100.0% -$54.31万 清仓
DKS DICKS SPORTING GOODS INC $00.00%0 -2,734-100.0% -$54.12万 清仓
SIG SIGNET JEWELERS LTD $00.00%0 -6,467-100.0% -$53.60万 清仓
WSM WILLIAMS SONOMA INC $00.00%0 -2,989-100.0% -$53.38万 清仓
BFAM BRIGHT HORIZONS FAMILY SOLUT $00.00%0 -5,193-100.0% -$52.66万 清仓
CB CHUBB LIMITED COM $00.00%0 -1,647-100.0% -$51.41万 清仓
DHC DIVERSIFIED HEALTHCARE TRUST $00.00%0 -104,455-100.0% -$50.66万 清仓
ZIM ZIM INTEGRATED SHIPPING SERVIC SHS $00.00%0 -23,842-100.0% -$50.62万 清仓
JNJ JOHNSON JOHNSON $00.00%0 -2,409-100.0% -$49.85万 清仓
MELI MERCADOLIBRE INC $00.00%0 -247-100.0% -$49.75万 清仓
OLLI OLLIES BARGAIN OUTLET HLDGS $00.00%0 -4,539-100.0% -$49.75万 清仓
COR CENCORA INC $00.00%0 -1,472-100.0% -$49.72万 清仓
MEDP MEDPACE HLDGS INC $00.00%0 -884-100.0% -$49.65万 清仓
FCFS FIRSTCASH HLDGS INC $00.00%0 -3,112-100.0% -$49.60万 清仓
SCHW SCHWAB CHARLES CORP COM $00.00%0 -4,964-100.0% -$49.60万 清仓
AIG AMERICAN INTERNATIONAL GROUP $00.00%0 -5,780-100.0% -$49.45万 清仓
CBOE CBOE GLOBAL MKTS INC $00.00%0 -1,967-100.0% -$49.37万 清仓
BMY BRISTOL MYERS SQUIBB CO $00.00%0 -9,140-100.0% -$49.30万 清仓
BIRK BIRKENSTOCK HOLDING PLC COM SHS $00.00%0 -12,024-100.0% -$49.18万 清仓
LPLA LPL FINANCIAL HOLDINGS INC $00.00%0 -1,372-100.0% -$49.00万 清仓
— ENVIRI CORPORATION $00.00%0 -27,334-100.0% -$48.98万 清仓
EVR EVERCORE INC $00.00%0 -1,436-100.0% -$48.86万 清仓
— SELECT MEDICAL HLDGS CORP $00.00%0 -32,900-100.0% -$48.86万 清仓
ALGN ALIGN TECHNOLOGY INC $00.00%0 -3,097-100.0% -$48.36万 清仓
CLX CLOROX CO $00.00%0 -4,777-100.0% -$48.17万 清仓
RCL ROYAL CARIBBEAN GROUP COM $00.00%0 -1,719-100.0% -$47.95万 清仓
CME CME GROUP INC $00.00%0 -1,746-100.0% -$47.68万 清仓
NDAQ NASDAQ INC $00.00%0 -4,890-100.0% -$47.50万 清仓
MSCI MSCI INC $00.00%0 -819-100.0% -$46.99万 清仓
WOOF PETCO HEALTH WELLNESS CO INC COM $00.00%0 -164,794-100.0% -$46.31万 清仓
RTX RTX CORPORATION $00.00%0 -2,521-100.0% -$46.24万 清仓
PVH PVH CORPORATION $00.00%0 -6,898-100.0% -$46.23万 清仓
KTB KONTOOR BRANDS INC W I $00.00%0 -7,548-100.0% -$46.11万 清仓
OPFI OPPFI INC $00.00%0 -43,789-100.0% -$45.80万 清仓
WTW WILLIS TOWERS WATSON PLC LTD SHS $00.00%0 -1,384-100.0% -$45.48万 清仓
AHCO ADAPTHEALTH CORP $00.00%0 -45,321-100.0% -$45.14万 清仓
MLYS MINERALYS THERAPEUTICS INC COM $00.00%0 -12,383-100.0% -$44.94万 清仓
UNH UNITEDHEALTH GROUP INC COM $00.00%0 -1,359-100.0% -$44.86万 清仓
— PINNACLE FINANCIAL PARTNERS $00.00%0 -4,701-100.0% -$44.85万 清仓