Optivise Advisory Services LLC
FRANKLIN TN · SEC CIK 0002042876
$1.97亿2026Q2 申报市值
228持仓数
25.3%前十大占比 · 第一大 3.5%
49 / 15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
VT 新建仓+$488.12万
BLCR 新建仓+$326.30万
DYNF 加仓+$291.27万
BUFR 加仓+$211.55万
BIBL 新建仓+$182.46万
2026Q2 卖出最多 按季末市值估算
TFLO 减仓-$500.95万
NEAR 减仓-$464.67万
USFR 减仓-$348.47万
BIL 清仓-$255.70万
VLUE 重新持有-$219.71万
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 |
|---|---|---|---|---|---|---|---|---|
| IBD | NORTHERN LTS FD TR IV | $122.73万 | 0.62% | 51,632 | -1,330 | -2.5% | -$3.16万 | 减仓 |
| FLTR | VANECK ETF TRUST | $123.16万 | 0.63% | 48,089 | -2,078 | -4.1% | -$5.32万 | 减仓 |
| AMZN | AMAZON COM INC | $128.82万 | 0.65% | 5,405 | 136 | 2.6% | $3.24万 | 加仓 |
| IVW | ISHARES TR | $128.82万 | 0.65% | 9,367 | -1,034 | -9.9% | -$14.22万 | 减仓 |
| — | CAPITOL SER TR | $132.25万 | 0.67% | 30,160 | 30,160 | — | $132.25万 | 新建仓 |
| RSST | TIDAL TRUST II | $134.32万 | 0.68% | 41,090 | 41,090 | — | $134.32万 | 新建仓 |
| TSLA | TESLA INC | $139.73万 | 0.71% | 3,322 | -454 | -12.0% | -$19.10万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $141.71万 | 0.72% | 23,312 | 816 | 3.6% | $4.96万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $144.67万 | 0.73% | 47,262 | 8,359 | 21.5% | $25.59万 | 加仓 |
| AVGO | BROADCOM INC | $151.41万 | 0.77% | 4,008 | 157 | 4.1% | $5.93万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $152.35万 | 0.77% | 9,431 | 9,431 | — | $152.35万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $154.61万 | 0.78% | 17,159 | -767 | -4.3% | -$6.91万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $155.62万 | 0.79% | 28,807 | 6,972 | 31.9% | $37.66万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $156.13万 | 0.79% | 34,128 | -2,512 | -6.9% | -$11.49万 | 减仓 |
| ANGL | VANECK ETF TRUST | $156.90万 | 0.80% | 53,660 | 2,907 | 5.7% | $8.50万 | 重新持有 |
| SCHG | SCHWAB STRATEGIC TR | $168.92万 | 0.86% | 49,918 | 1,148 | 2.4% | $3.88万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $177.28万 | 0.90% | 37,850 | 13,795 | 57.3% | $64.61万 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $182.46万 | 0.93% | 31,523 | 31,523 | — | $182.46万 | 新建仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $185.69万 | 0.94% | 47,285 | 29,204 | 161.5% | $114.68万 | 加仓 |
| USFR | WISDOMTREE TR | $189.64万 | 0.96% | 37,665 | -69,210 | -64.8% | -$348.47万 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $191.77万 | 0.97% | 6,703 | -50 | -0.7% | -$1.43万 | 减仓 |
| OEF | ISHARES TR | $201.06万 | 1.02% | 5,495 | -3,077 | -35.9% | -$112.58万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $204.02万 | 1.04% | 2,971 | 132 | 4.6% | $9.06万 | 加仓 |
| GOOGL | ALPHABET INC | $206.66万 | 1.05% | 5,783 | -1 | -0.0% | -$357 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $211.90万 | 1.08% | 4,056 | 214 | 5.6% | $11.18万 | 加仓 |
| LLY | ELI LILLY & CO | $224.13万 | 1.14% | 1,869 | 68 | 3.8% | $8.15万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $225.68万 | 1.15% | 18,967 | 1,883 | 11.0% | $22.41万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $226.54万 | 1.15% | 43,282 | -7,602 | -14.9% | -$39.79万 | 减仓 |
| MSFT | MICROSOFT CORP | $240.72万 | 1.22% | 6,453 | 246 | 4.0% | $9.18万 | 加仓 |
| AAPL | APPLE INC | $252.84万 | 1.28% | 8,738 | 1,307 | 17.6% | $37.82万 | 加仓 |
| QQQ | INVESCO QQQ TR | $311.00万 | 1.58% | 4,223 | 192 | 4.8% | $14.14万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $326.30万 | 1.66% | 64,780 | 64,780 | — | $326.30万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $334.30万 | 1.70% | 16,707 | -201 | -1.2% | -$4.02万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $336.01万 | 1.71% | 91,982 | 57,912 | 170.0% | $211.55万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $364.77万 | 1.85% | 72,004 | -91,723 | -56.0% | -$464.67万 | 减仓 |
| CWB | SPDR SERIES TRUST | $390.01万 | 1.98% | 36,172 | -3,751 | -9.4% | -$40.44万 | 减仓 |
| IVV | ISHARES TR | $436.37万 | 2.22% | 5,827 | 972 | 20.0% | $72.79万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $450.73万 | 2.29% | 6,036 | 108 | 1.8% | $8.06万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $488.12万 | 2.48% | 31,101 | 31,101 | — | $488.12万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $511.65万 | 2.60% | 75,232 | 42,828 | 132.2% | $291.27万 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $648.51万 | 3.29% | 101,712 | -6,425 | -5.9% | -$40.97万 | 减仓 |
| TFLO | ISHARES TR | $667.78万 | 3.39% | 131,894 | -98,944 | -42.9% | -$500.95万 | 减仓 |
| QQH | NORTHERN LTS FD TR III | $685.93万 | 3.48% | 80,132 | -8,335 | -9.4% | -$71.35万 | 减仓 |