Optimus Capital Advisors, LLC
Coppel TX · SEC CIK 0002140431
$1.69亿2026Q1 申报市值
33持仓数
73.5%前十大占比 · 第一大 13.6%
4 / 0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
DIMENSIONAL ETF 加仓+$94.02万
DFAI 加仓+$73.86万
PYLD 加仓+$58.23万
CGMU 加仓+$55.76万
STPZ 加仓+$52.95万
2026Q1 卖出最多 按季末市值估算
DFSD 减仓-$305.37万
DUSB 减仓-$193.75万
DFGX 减仓-$46.47万
BPRE 减仓-$46.19万
QQQ 减仓-$22.91万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $2,298.70万 | 13.59% | 591,534 | 24,194 | 4.3% | $94.02万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2,184.35万 | 12.92% | 308,046 | 4,473 | 1.5% | $31.72万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,643.60万 | 9.72% | 141,336 | 4,195 | 3.1% | $48.78万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,473.46万 | 8.71% | 378,199 | 18,958 | 5.3% | $73.86万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,090.01万 | 6.45% | 416,035 | 22,227 | 5.6% | $58.23万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,084.20万 | 6.41% | 256,799 | -1,211 | -0.5% | -$5.11万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $725.16万 | 4.29% | 151,296 | 842 | 0.6% | $4.04万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $693.83万 | 4.10% | 144,910 | -63,778 | -30.6% | -$305.37万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $651.47万 | 3.85% | 177,222 | -3,415 | -1.9% | -$12.55万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $577.41万 | 3.41% | 106,662 | 2,487 | 2.4% | $13.46万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $557.94万 | 3.30% | 106,375 | -8,860 | -7.7% | -$46.47万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $528.43万 | 3.12% | 114,403 | -187 | -0.2% | -$8,638 | 减仓 |
| SMMU | PIMCO ETF TR | $521.53万 | 3.08% | 103,375 | 8,078 | 8.5% | $40.75万 | 加仓 |
| STPZ | PIMCO ETF TR | $516.00万 | 3.05% | 95,368 | 9,786 | 11.4% | $52.95万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $475.98万 | 2.81% | 147,727 | -1,370 | -0.9% | -$4.41万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $346.25万 | 2.05% | 68,281 | -38,208 | -35.9% | -$193.75万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $336.34万 | 1.99% | 123,881 | 20,538 | 19.9% | $55.76万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $251.79万 | 1.49% | 7,849 | -581 | -6.9% | -$18.64万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $202.44万 | 1.20% | 28,461 | -813 | -2.8% | -$5.78万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $146.72万 | 0.87% | 55,200 | -5,947 | -9.7% | -$15.81万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $80.05万 | 0.47% | 17,742 | -164 | -0.9% | -$7,400 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $75.40万 | 0.45% | 45,393 | -27,807 | -38.0% | -$46.19万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $66.17万 | 0.39% | 22,717 | 7,293 | 47.3% | $21.24万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $55.03万 | 0.33% | 10,192 | -2,858 | -21.9% | -$15.43万 | 减仓 |
| AAPL | APPLE INC | $53.75万 | 0.32% | 2,118 | 229 | 12.1% | $5.81万 | 加仓 |
| MUNI | PIMCO ETF TR | $49.58万 | 0.29% | 9,500 | 9,500 | — | $49.58万 | 新建仓 |
| — | EXXON MOBIL CORP | $43.60万 | 0.26% | 2,570 | 2,570 | — | $43.60万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $41.38万 | 0.24% | 717 | -397 | -35.6% | -$22.91万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $36.68万 | 0.22% | 2,103 | -243 | -10.4% | -$4.24万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.52万 | 0.22% | 762 | 191 | 33.5% | $9.15万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $23.26万 | 0.14% | 1,082 | 1,082 | — | $23.26万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $23.17万 | 0.14% | 3,616 | 3,616 | — | $23.17万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $20.79万 | 0.12% | 5,173 | 0 | 0.0% | — | 不变 |