13FBOX
Optimist Retirement Group LLC · 13F 持仓分析
期权收益计算器 机构排行

Optimist Retirement Group LLC

No.6257 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.59亿
环比变动 Q1 2026
+$3,242.2万+14.3%
持仓股票数
118
新买入
12
加仓
52
减仓
33
清仓
7
持股不变
21
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
帕卡PCAR
16.63%18.28%$4,309.9万35.9万股$4,143.7万35.9万股+41股+0.01%加仓
SSPDR道富系列信托SPYG
6.21%5.87%$1,610.6万13.5万股$1,331.6万13.6万股-648股-0.48%减仓
S道富SLYG
6.06%5.7%$1,570.6万13.2万股$1,293.0万13.4万股-1,980股-1.48%减仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
5.76%5.72%$1,493.8万13.7万股$1,296.7万13.7万股-194股-0.14%减仓
S道富SPYV
5.46%5.79%$1,414.6万23.3万股$1,312.8万23.2万股+671股+0.29%加仓
SSPDR道富指数基金SPDW
3.2%3.35%$830.4万16.5万股$759.6万16.6万股-1,595股-0.96%减仓
SSPDR道富指数基金SPEM
2.83%2.95%$734.0万14.2万股$669.6万14.3万股-974股-0.68%减仓
I景顺QQQ信托VOO
1.9%1.7%$492.2万6,684股$385.8万6,684股00.00%持仓不变
科磊KLAC
1.86%1.05%$482.3万1.6万股$238.6万1,621股+1.4万股+886.12%加仓
V先锋领航指数基金VB
1.84%1.82%$477.6万1.6万股$413.2万1.6万股-22股-0.14%减仓
礼来LLY
1.46%1.3%$379.3万3,163股$294.0万3,197股-34股-1.06%减仓
艾伯维ABBV
1.25%1.24%$323.1万1.3万股$281.0万1.3万股-81股-0.63%减仓
BHP BILLITON LIMITED SPONSORED ADSBHP
1.23%1.26%$317.8万3.8万股$286.2万3.9万股-1,202股-3.05%减仓
博通AVGO
1.21%1.14%$313.0万8,285股$259.2万8,375股-90股-1.07%减仓
V先锋领航指数基金VOO
1.17%1.16%$302.3万4,402股$262.6万4,395股+7股+0.16%加仓
BBEST BUYBBY
1.16%1.12%$301.2万4.0万股$252.9万3.9万股+294股+0.75%加仓
Q高通QCOM
1.14%0.92%$296.5万1.6万股$208.8万1.6万股-164股-1.01%减仓
默沙东MRK
1.13%1.21%$293.0万2.3万股$274.7万2.3万股-39股-0.17%减仓
金佰利KMB
1.13%1.11%$292.1万2.7万股$251.1万2.6万股+583股+2.24%加仓
3M COMMMM
1.08%1.1%$278.9万1.7万股$249.1万1.7万股+73股+0.43%加仓
IIBMIBM
1.07%1.04%$276.9万9,845股$236.4万9,754股+91股+0.93%加仓
GSK SPONSORED ADRGSK
1.03%1.25%$267.6万5.1万股$283.0万5.1万股-232股-0.45%减仓
惠普HPQ
1.03%1.03%$266.8万12.2万股$233.7万12.2万股-6股-0.00%减仓
诺华NVS
1.01%1.13%$262.9万1.7万股$256.6万1.7万股-21股-0.13%减仓
PHILIP MORRIS INTLPM
1%1.04%$260.3万1.4万股$236.4万1.4万股+92股+0.64%加仓
SSPDR标普500 ETFSPY
0.98%0.97%$254.2万3,404股$220.4万3,389股+15股+0.44%加仓
BRITISH AMERN TOB SPONSORED ADRBTI
0.98%1.06%$252.8万4.1万股$240.4万4.1万股-179股-0.44%减仓
ALTRIAMO
0.97%1.03%$252.2万3.5万股$233.0万3.5万股-263股-0.74%减仓
百时美施贵宝BMY
0.97%1.19%$250.9万4.4万股$269.9万4.4万股-956股-2.15%减仓
诺和诺德NVO
0.96%0.84%$249.5万5.2万股$189.5万5.2万股+479股+0.93%加仓
FFRONTLINE PLC COM USD1FRO
0.95%$246.0万7.1万股$00股+7.1万股新买入
威瑞森VZ
0.92%1.25%$239.4万5.7万股$283.9万5.7万股-11股-0.02%减仓
ENTERPRISE PRODS PARTNERS LEPD
0.89%1.06%$231.4万6.3万股$239.6万6.3万股-351股-0.55%减仓
百事可乐PEP
0.88%1.16%$229.3万1.7万股$262.5万1.7万股+31股+0.18%加仓
辉瑞PFE
0.87%1.15%$225.2万9.4万股$261.8万9.3万股+311股+0.33%加仓
洛克希德马丁LMT
0.85%1.16%$221.2万4,342股$262.5万4,343股-1股-0.02%减仓
BBLOCK H & RHRB
0.85%0.81%$221.2万5.8万股$183.5万5.8万股+268股+0.46%加仓
WESTERN UNWU
0.84%1.08%$216.8万28.2万股$246.0万28.2万股-184股-0.07%减仓
微软MSFT
0.83%0.95%$215.1万5,765股$214.6万5,796股-31股-0.53%减仓
AARTISAN PARTNERS ASSET MGMT I CL AAPAM
0.81%0.97%$210.4万6.1万股$220.3万6.1万股+380股+0.63%加仓
麦当劳MCD
0.77%1%$198.3万7,335股$226.8万7,299股+36股+0.49%加仓
UUNILEVER SPON ADR NEWUL
0.69%0.74%$177.8万3.0万股$167.1万2.9万股+251股+0.86%加仓
V先锋领航·FTSEVEA
0.67%0.7%$173.9万2.4万股$157.7万2.5万股-203股-0.82%减仓
DDELL TECHNOLOGIES INC CLASS CDELL
0.59%0.26%$151.9万3,520股$58.8万3,584股-64股-1.79%减仓
SSANDISK COMSNDK
0.55%0.17%$141.4万622股$39.6万623股-1股-0.16%减仓
IiShares安硕·RUSSELLIWB
0.54%0.54%$139.5万3,407股$123.0万3,451股-44股-1.27%减仓
美光科技MU
0.51%0.17%$132.5万1,148股$37.9万1,122股+26股+2.32%加仓
西部数据WDC
0.5%0.24%$130.1万2,037股$53.9万1,991股+46股+2.31%加仓
希捷STX
0.5%0.23%$129.3万1,340股$51.4万1,312股+28股+2.13%加仓
飞塔FTNT
0.42%0.26%$107.9万7,025股$58.6万7,166股-141股-1.97%减仓

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