13FBOX
OPTIMA CAPITAL LLC · 13F 持仓分析
期权收益计算器 机构排行

OPTIMA CAPITAL LLC

No.6338 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.53亿
环比变动 Q1 2026
+$3,799.3万+17.6%
持仓股票数
165
新买入
20
加仓
91
减仓
45
清仓
14
持股不变
9
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR道富指数基金SPDW
4.62%1.77%$1,170.0万23.2万股$380.6万8.3万股+14.9万股+178.53%加仓
S道富SPYM
3.87%3.73%$981.1万11.2万股$804.2万10.5万股+6,565股+6.25%加仓
DDimensional维度ETF信托DFAC
3.82%3.78%$969.1万21.8万股$814.7万21.0万股+8,823股+4.21%加仓
I景顺交易所交易基金信托RSP
3.4%2.86%$861.0万4.0万股$615.9万3.2万股+8,374股+26.09%加仓
AAIM ETF PRODUCTS TRUSTSPBU
3.12%3.19%$790.4万26.1万股$686.7万25.3万股+8,648股+3.42%加仓
CCAMBRIA ETF TRTRTY
2.71%2.61%$686.9万19.1万股$561.8万16.9万股+2.1万股+12.59%加仓
J摩根大通交易所交易基金JPIE
2.67%2.75%$677.2万14.7万股$592.9万12.9万股+1.8万股+14.27%加仓
G通用动力VTI
2.63%2.68%$665.4万1.8万股$577.0万1.8万股-6股-0.03%减仓
IiShares安硕信托GARP
2.39%1.7%$604.5万7.3万股$365.4万5.7万股+1.6万股+28.19%加仓
IiShares安硕·COREIJR
2.35%1.89%$594.9万4.0万股$406.9万3.3万股+7,378股+22.54%加仓
I景顺·S&PRWL
2.32%2.17%$587.2万4.6万股$467.7万4.1万股+5,254股+12.91%加仓
DDOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETFDBND
2.23%2.71%$565.9万12.4万股$583.9万12.7万股-3,331股-2.61%减仓
J摩根大通交易所交易基金JBND
2.23%2.49%$564.2万10.5万股$535.8万10.0万股+5,822股+5.84%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
2.18%2.14%$551.3万13.4万股$460.5万11.8万股+1.5万股+13.07%加仓
I景顺QQQ信托VOO
2.1%1.81%$531.7万7,216股$389.4万6,747股+469股+6.95%加仓
SSPDR标普500 ETFSPY
2.09%1.61%$530.3万7,086股$347.1万5,325股+1,761股+33.07%加仓
V先锋领航债券指数基金VUSB
2.02%0.57%$513.0万10.3万股$123.3万2.5万股+7.8万股+316.01%加仓
V先锋领航·SPECIALIZED FUNDSVIG
1.9%1.87%$481.2万2.0万股$403.8万1.9万股+1,560股+8.31%加仓
WWisdomTree信托AGGY
1.78%2.04%$452.2万10.4万股$440.1万10.1万股+2,708股+2.67%加仓
WWISDOMTREE TR WISDOMTREE US VAWTV
1.52%1.68%$386.2万3.8万股$361.8万3.8万股-228股-0.60%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
1.39%1.86%$351.3万6.9万股$400.5万7.9万股-9,665股-12.21%减仓
I景顺·S&PIDMO
1.31%1.3%$331.5万5.5万股$280.8万5.1万股+3,771股+7.36%加仓
V先锋领航斯科茨代尔基金VTWO
1.25%0.8%$316.4万2.6万股$173.3万1.7万股+8,756股+50.61%加仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
1.22%1%$309.3万6.1万股$215.4万4.3万股+1.9万股+43.59%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
1.2%1.2%$303.2万10.5万股$258.7万10.3万股+1,629股+1.58%加仓
IInnovator ETF信托BUFB
1.18%1.13%$298.1万7.6万股$242.3万6.7万股+8,360股+12.39%加仓
V先锋领航指数基金VOO
1.12%1.22%$284.5万4,150股$262.8万4,405股-255股-5.79%减仓
V先锋领航·SMALLVBR
1.06%1.04%$269.7万1.1万股$223.5万1.0万股+810股+7.87%加仓
IiShares安硕信托IGIB
1.03%1.06%$262.0万4.9万股$228.8万4.3万股+6,277股+14.60%加仓
谷歌AGOOGL
1.02%0.97%$259.2万7,253股$209.0万7,268股-15股-0.21%减仓
IiShares安硕·RUSSELLIWM
0.93%0.85%$235.9万7,853股$182.8万7,371股+482股+6.54%加仓
WWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUNDDDWM
0.92%1.1%$234.2万5.1万股$237.5万5.4万股-3,135股-5.82%减仓
AMD超威AMD
0.91%0.38%$231.2万3,980股$82.3万4,044股-64股-1.58%减仓
埃克森美孚XOM
0.9%1.31%$227.8万1.7万股$282.0万1.7万股+36股+0.22%加仓
BBITWISE BITCOIN ETF TRBITB
0.9%1.2%$227.5万7.1万股$259.3万7.0万股+938股+1.33%加仓
亚马逊AMZN
0.84%0.91%$212.2万8,904股$195.8万9,402股-498股-5.30%减仓
PPACER SWAN SOS FUND OF FUNDS ETFPSFF
0.81%0.92%$205.5万6.0万股$199.0万6.2万股-2,209股-3.56%减仓
VANECK REAL ASSETS ETFRAAX
0.73%$185.6万4.7万股$00股+4.7万股新买入
V先锋领航·MIDVO
0.72%0.74%$181.7万2.3万股$159.3万5,549股+1.7万股+306.38%加仓
V先锋领航指数基金VUG
0.72%0.77%$181.6万2.1万股$164.9万3,775股+1.7万股+458.44%加仓
苹果AAPL
0.67%0.68%$170.1万5,879股$147.3万5,805股+74股+1.27%加仓
WWISDOMTREE TRUST EFFICIENT GOLD PLUS EQUITY STRATEGY FDGDE
0.66%0.99%$166.6万2.7万股$214.1万3.4万股-6,764股-19.87%减仓
WWISDOMTREE U.S. SMALLCAP FUNDEES
0.65%0.65%$164.4万2.4万股$140.7万2.4万股+10股+0.04%加仓
G高盛·PHYSICAL GOLDAAAU
0.6%0.99%$152.6万3.9万股$213.7万4.6万股-7,709股-16.66%减仓
甲骨文ORCL
0.58%0.68%$146.9万1.0万股$146.5万9,955股+69股+0.69%加仓
SSSGA ACTIVE TRSPIN
0.57%0.52%$145.3万4.5万股$112.1万3.7万股+8,438股+22.98%加仓
I景顺·NASDAQ 100 ETFQQQM
0.57%0.32%$145.2万4,793股$68.7万2,893股+1,900股+65.68%加仓
SSPDR道富系列信托SPYD
0.53%0.57%$134.0万2.8万股$123.1万2.7万股+1,041股+3.85%加仓
KONINKLIJKE PHILIPS N V NY REGIS SHS NEWPHG
0.48%$122.4万4.5万股$00股+4.5万股新买入
微软MSFT
0.46%0.51%$117.4万3,148股$109.9万2,969股+179股+6.03%加仓

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