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OPTIMA CAPITAL LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
OPTIMA CAPITAL LLC
报告期 2026-03-31 · CIK 0002070972
持仓数
159
前50大市值合计
$163.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 5
增持 38
减持 19
清仓 88
方向
标的
Δ市值
现股数(环比)
减持
IEFA
ISHARES TR
-$4.6M
6,031
-89%
增持
DBEF
DBX ETF TR
+$4.1M
92,377
+857%
增持
SPBU
AIM ETF PRODUCTS TRUST
+$4.1M
252,742
+153%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
NDEC
INNOVATOR ETFS TRUST
-$2.5M
0
-100%
减持
SPYM
SPDR SERIES TRUST
-$1.7M
105,072
-14%
增持
VXX
BARCLAYS BANK PLC
+$1.4M
42,138
+1202%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$1.3M
40,705
+36%
建仓
VUSB
VANGUARD BD INDEX FDS
+$1.2M
24,772
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$1.1M
2,893
-60%
清仓
SLV
ISHARES SILVER TR
-$925.3K
0
-100%
增持
GVAL
CAMBRIA ETF TR
+$910.1K
169,356
+13%
增持
—
EXXON MOBIL CORP
+$830.3K
16,623
+1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$806.4K
118,201
+19%
增持
IJR
ISHARES TR
+$752.5K
32,734
+19%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$749.5K
17,573
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$725.4K
32,094
+13%
清仓
XME
SPDR SERIES TRUST
-$686.6K
0
-100%
增持
NLR
VANECK ETF TRUST
+$617.2K
5,324
+619%
增持
QQQ
INVESCO QQQ TR
+$615.2K
6,747
+26%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$520.0K
79,126
+15%
增持
BITB
BITWISE BITCOIN ETF TR
-$513.6K
70,455
+8%
增持
SPYD
SPDR SERIES TRUST
+$490.6K
27,046
+58%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$448.8K
5,325
+20%
增持
ORCL
ORACLE CORP
-$423.5K
9,955
+3%
清仓
EWX
SPDR INDEX SHS FDS
-$411.7K
0
-100%
清仓
BA
BOEING CO
-$397.2K
0
-100%
减持
GARP
ISHARES TR
-$359.2K
57,125
-3%
减持
USFR
WISDOMTREE TR
-$303.3K
42,783
-12%
减持
GOOGL
ALPHABET INC
-$292.0K
7,268
-4%
增持
SPDW
SPDR INDEX SHS FDS
+$289.1K
83,365
+5%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$288.9K
9,135
-0%
增持
MSFT
MICROSOFT CORP
-$285.7K
2,969
+4%
建仓
DXUV
DIMENSIONAL ETF TRUST
+$277.8K
4,680
增持
DBND
DOUBLELINE ETF TRUST
+$273.1K
127,454
+6%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$271.8K
128,688
+6%
建仓
IGV
ISHARES TR
+$268.2K
3,350
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$256.8K
18,777
+9%
清仓
JPM
JPMORGAN CHASE & CO.
-$256.8K
0
-100%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$255.0K
3,093
清仓
QCOM
QUALCOMM INC
-$254.4K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$221.2K
0
-100%
清仓
VHT
VANGUARD WORLD FD
-$220.4K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$205.9K
0
-100%
减持
SPTS
SPDR SERIES TRUST
-$204.5K
16,161
-30%
清仓
AUGU
AIM ETF PRODUCTS TRUST
-$201.5K
0
-100%
清仓
RVNU
DBX ETF TR
-$196.3K
0
-100%
清仓
PAUG
INNOVATOR ETFS TRUST
-$192.1K
0
-100%
清仓
ZDEK
INNOVATOR ETFS TRUST
-$191.9K
0
-100%
清仓
COPX
GLOBAL X FDS
-$191.2K
0
-100%
清仓
IVE
ISHARES TR
-$188.3K
0
-100%
增持
BUFB
INNOVATOR ETFS TRUST
+$187.8K
67,484
+11%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$184.4K
0
-100%
增持
CVX
CHEVRON CORPORATION
+$183.4K
3,149
+3%
清仓
ABT
ABBOTT LABS
-$181.4K
0
-100%
清仓
HODL
VANECK BITCOIN ETF
-$179.9K
0
-100%
清仓
DGRS
WISDOMTREE TR
-$177.9K
0
-100%
增持
EFA
ISHARES TR
+$176.5K
2,476
+272%
清仓
LNC
LINCOLN NATL CORP IND
-$176.5K
0
-100%
清仓
CSCO
CISCO SYS INC
-$175.2K
0
-100%
减持
HD
HOME DEPOT INC
-$171.8K
1,319
-25%
增持
VTI
VANGUARD INDEX FDS
-$171.4K
17,987
+1%
清仓
ZNOV
INNOVATOR ETFS TRUST
-$170.5K
0
-100%
清仓
RSPA
INVESCO ACTIVELY MANAGED EXC
-$170.4K
0
-100%
清仓
BSEP
INNOVATOR ETFS TRUST
-$167.4K
0
-100%
清仓
EBND
SPDR SERIES TRUST
-$167.4K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$165.6K
0
-100%
清仓
TRFK
PACER FDS TR
-$163.2K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$163.2K
5,549
+13%
减持
IWM
ISHARES TR
-$158.4K
7,371
-9%
增持
SPIN
SSGA ACTIVE TR
+$157.0K
36,720
+23%
减持
AAPL
APPLE INC
-$155.3K
5,805
-3%
清仓
WFC
WELLS FARGO CO NEW
-$153.7K
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$153.3K
4,029
-39%
清仓
MCK
MCKESSON CORP
-$152.7K
0
-100%
清仓
IJH
ISHARES TR
-$151.8K
0
-100%
清仓
QUAL
ISHARES TR
-$151.7K
0
-100%
清仓
ACIO
ETF SER SOLUTIONS
-$150.4K
0
-100%
清仓
IWP
ISHARES TR
-$149.0K
0
-100%
清仓
TIPX
SPDR SERIES TRUST
-$147.2K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$146.0K
0
-100%
清仓
PAYX
PAYCHEX INC
-$144.0K
0
-100%
增持
HEFA
ISHARES TR
+$141.5K
5,285
+163%
减持
COST
COSTCO WHOLESALE CORPORATION
-$141.4K
893
-25%
清仓
DGS
WISDOMTREE TR
-$140.1K
0
-100%
清仓
JPIB
J P MORGAN EXCHANGE TRADED F
-$140.0K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$136.0K
16,732
-13%
清仓
—
GARMIN LTD
-$136.0K
0
-100%
清仓
VXF
VANGUARD INDEX FDS
-$134.4K
0
-100%
清仓
ZOCT
INNOVATOR ETFS TRUST
-$133.0K
0
-100%
增持
META
META PLATFORMS INC
-$132.6K
1,568
+1%
清仓
PRU
PRUDENTIAL FINL INC
-$129.6K
0
-100%
清仓
FLTR
VANECK ETF TRUST
-$129.6K
0
-100%
清仓
AVB
AVALONBAY CMNTYS INC
-$129.6K
0
-100%
清仓
SGOV
ISHARES TR
-$129.0K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$127.6K
10,288
+3%
清仓
PSEP
INNOVATOR ETFS TRUST
-$126.6K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$126.4K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$126.3K
0
-100%
清仓
BIV
VANGUARD BD INDEX FDS
-$126.2K
0
-100%
增持
PSX
PHILLIPS 66
+$124.5K
2,061
+6%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$123.1K
17,300
+7%
清仓
EFV
ISHARES TR
-$122.8K
0
-100%
清仓
HYDW
DBX ETF TR
-$121.7K
0
-100%
清仓
IUSB
ISHARES TR
-$121.1K
0
-100%
清仓
EVRG
EVERGY INC
-$121.1K
0
-100%
减持
TSLA
TESLA INC
-$120.9K
1,377
-2%
清仓
DVY
ISHARES TR
-$120.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$119.7K
1,925
+21%
增持
DFAE
DIMENSIONAL ETF TRUST
+$113.5K
23,513
+12%
清仓
DUBS
ETF SER SOLUTIONS
-$112.6K
0
-100%
清仓
JKHY
HENRY JACK & ASSOC INC
-$111.7K
0
-100%
清仓
PJAN
INNOVATOR ETFS TRUST
-$110.5K
0
-100%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$109.4K
0
-100%
减持
AVGO
BROADCOM INC
-$109.1K
968
-18%
清仓
IWR
ISHARES TR
-$108.3K
0
-100%
清仓
ARKF
ARK ETF TR
-$107.4K
0
-100%
增持
ETHW
BITWISE ETHEREUM ETF
-$107.4K
31,669
+16%
清仓
DIS
DISNEY WALT CO
-$107.2K
0
-100%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$107.0K
0
-100%
清仓
DFIC
DIMENSIONAL ETF TRUST
-$106.9K
0
-100%
清仓
PMAY
INNOVATOR ETFS TRUST
-$106.9K
0
-100%
清仓
ZAUG
INNOVATOR ETFS TRUST
-$106.5K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$103.9K
1,512
-0%
减持
IBND
SPDR SERIES TRUST
-$103.4K
46,335
-4%
清仓
VPU
VANGUARD WORLD FD
-$102.5K
0
-100%
清仓
DYNF
BLACKROCK ETF TRUST
-$102.0K
0
-100%
减持
BITQ
BITWISE FUNDS TRUST
-$101.7K
38,981
-7%
清仓
LMT
LOCKHEED MARTIN CORP
-$101.6K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$100.6K
0
-100%
清仓
ROUS
LATTICE STRATEGIES TR
-$100.5K
0
-100%
清仓
DFVX
DIMENSIONAL ETF TRUST
-$100.0K
0
-100%
清仓
JAJL
INNOVATOR ETFS TRUST
-$99.9K
0
-100%
清仓
ED
CONSOLIDATED EDISON INC
-$97.7K
0
-100%
清仓
VOX
VANGUARD WORLD FD
-$97.0K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$96.5K
0
-100%
增持
AGGY
WISDOMTREE TR
+$95.4K
101,290
+4%
增持
VUG
VANGUARD INDEX FDS
-$95.4K
3,775
+6%
清仓
DGRO
ISHARES TR
-$94.8K
0
-100%
清仓
IDUB
ETF SER SOLUTIONS
-$94.1K
0
-100%
清仓
SO
SOUTHERN CO
-$93.7K
0
-100%
清仓
EFG
ISHARES TR
-$93.6K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$90.3K
0
-100%
清仓
VIS
VANGUARD WORLD FD
-$89.8K
0
-100%
清仓
IAU
ISHARES GOLD TR
-$89.1K
0
-100%
清仓
VFH
VANGUARD WORLD FD
-$88.9K
0
-100%
增持
CAT
CATERPILLAR INC
+$88.1K
641
+0%
清仓
VCR
VANGUARD WORLD FD
-$87.5K
0
-100%
清仓
ADME
ETF SER SOLUTIONS
-$87.4K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$87.2K
0
-100%
清仓
ITOT
ISHARES TR
-$87.1K
0
-100%
