Optivise Advisory Services LLC
FRANKLIN TN · SEC CIK 0002042876
$1.65亿2026Q1 申报市值
183持仓数
32.7%前十大占比 · 第一大 7.1%
20 / 26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
USFR 新建仓+$538.01万
TFLO 加仓+$329.81万
NEAR 加仓+$307.87万
BIL 新建仓+$255.70万
FDL 新建仓+$74.85万
2026Q1 卖出最多 按季末市值估算
BUFR 减仓-$158.20万
IWC 清仓-$142.36万
XLG 清仓-$141.43万
DYNF 减仓-$132.14万
BUFQ 减仓-$79.07万
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 |
|---|---|---|---|---|---|---|---|---|
| TIP | ISHARES TR | $0 | 0.00% | 0 | -2,115 | -100.0% | -$23.25万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -3,684 | -100.0% | -$22.40万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -662 | -100.0% | -$22.35万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -396 | -100.0% | -$21.90万 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,303 | -100.0% | -$21.10万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -3,514 | -100.0% | -$21.09万 | 清仓 |
| FTDR | FRONTDOOR INC | $0 | 0.00% | 0 | -3,641 | -100.0% | -$21.00万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DAKT | DAKTRONICS INC | $0 | 0.00% | 0 | -10,494 | -100.0% | -$20.75万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,649 | -100.0% | -$20.66万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -624 | -100.0% | -$20.42万 | 清仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -4,601 | -100.0% | -$20.40万 | 清仓 |
| PI | IMPINJ INC | $0 | 0.00% | 0 | -1,159 | -100.0% | -$20.17万 | 清仓 |
| STNE | STONECO LTD | $0 | 0.00% | 0 | -11,634 | -100.0% | -$17.21万 | 清仓 |
| AGNC | AGNC INVT CORP | $0 | 0.00% | 0 | -10,161 | -100.0% | -$10.89万 | 清仓 |
| — | ASPIRE BIOPHARMA HLDGS INC | $0 | 0.00% | 0 | -357,340 | -100.0% | -$4.71万 | 清仓 |
| — | FIBROBIOLOGICS INC | $0 | 0.00% | 0 | -110,100 | -100.0% | -$2.48万 | 清仓 |