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 |
|---|---|---|---|---|---|---|---|---|
| SEZL | SEZZLE INC | $22.02万 | 0.11% | 1,283 | 1,283 | — | $22.02万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.00万 | 0.11% | 529 | -247 | -31.8% | -$10.27万 | 重新持有 |
| TXN | TEXAS INSTRS INC | $21.80万 | 0.11% | 731 | 731 | — | $21.80万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $21.76万 | 0.11% | 1,395 | 1,395 | — | $21.76万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $21.54万 | 0.11% | 2,498 | 2,498 | — | $21.54万 | 新建仓 |
| — | PACER FDS TR | $21.45万 | 0.11% | 4,714 | 4,714 | — | $21.45万 | 新建仓 |
| BP | BP PLC | $21.31万 | 0.11% | 5,769 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $21.09万 | 0.11% | 630 | 630 | — | $21.09万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $21.05万 | 0.11% | 1,539 | 1,539 | — | $21.05万 | 新建仓 |
| IJR | ISHARES TR | $21.04万 | 0.11% | 1,419 | 1,419 | — | $21.04万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $21.02万 | 0.11% | 2,293 | -223 | -8.9% | -$2.04万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $20.94万 | 0.11% | 882 | -69 | -7.3% | -$1.64万 | 重新持有 |
| OKLO | OKLO INC | $20.86万 | 0.11% | 3,987 | 3,987 | — | $20.86万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $20.85万 | 0.11% | 151 | 151 | — | $20.85万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $20.69万 | 0.11% | 1,248 | -46 | -3.6% | -$7,626 | 减仓 |
| THC | TENET HEALTHCARE CORP | $20.65万 | 0.10% | 1,104 | -133 | -10.8% | -$2.49万 | 减仓 |
| SGOL | ETFS GOLD TR | $20.59万 | 0.10% | 5,385 | -1,330 | -19.8% | -$5.08万 | 减仓 |
| MDT | MEDTRONIC PLC | $20.57万 | 0.10% | 2,629 | 109 | 4.3% | $8,527 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.54万 | 0.10% | 5,616 | 5,616 | — | $20.54万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $20.37万 | 0.10% | 1,902 | -17 | -0.9% | -$1,821 | 减仓 |
| MCK | MCKESSON CORP | $20.35万 | 0.10% | 269 | 269 | — | $20.35万 | 新建仓 |
| — | PROSHARES TR | $20.14万 | 0.10% | 2,465 | 2,465 | — | $20.14万 | 新建仓 |
| HELE | HELEN OF TROY LTD | $20.07万 | 0.10% | 6,905 | 6,905 | — | $20.07万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $18.16万 | 0.09% | 11,147 | 11,147 | — | $18.16万 | 新建仓 |
| OPFI | OPPFI INC | $14.55万 | 0.07% | 14,657 | -2,192 | -13.0% | -$2.18万 | 减仓 |
| BORR | BORR DRILLING LTD | $14.17万 | 0.07% | 34,308 | 34,308 | — | $14.17万 | 新建仓 |
| SBSW | SIBANYE STILLWATER LTD | $10.99万 | 0.06% | 12,950 | 12,950 | — | $10.99万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $7.47万 | 0.04% | 100 | 100 | — | $7.47万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -27,903 | -100.0% | -$255.70万 | 清仓 |
| HCMT | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -24,812 | -100.0% | -$87.31万 | 清仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -14,735 | -100.0% | -$74.85万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -9,932 | -100.0% | -$71.12万 | 清仓 |
| IAUM | ISHARES GOLD TR | $0 | 0.00% | 0 | -10,839 | -100.0% | -$50.62万 | 清仓 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -15,330 | -100.0% | -$41.61万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -4,165 | -100.0% | -$39.12万 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -4,631 | -100.0% | -$32.81万 | 清仓 |
| TEX | TEREX CORP NEW | $0 | 0.00% | 0 | -4,950 | -100.0% | -$29.25万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -1,202 | -100.0% | -$24.40万 | 清仓 |
| LTM | LATAM AIRLINES GROUP SA | $0 | 0.00% | 0 | -4,707 | -100.0% | -$23.27万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -382 | -100.0% | -$23.07万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,611 | -100.0% | -$21.85万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,252 | -100.0% | -$20.92万 | 清仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $0 | 0.00% | 0 | -10,607 | -100.0% | -$18.37万 | 清仓 |