跳到主要內容

Optimize Financial Inc

SEC CIK
0002033266
最新申報
2026/8/27

2025 年第 1 季持倉

持倉截至 2025/3/31,2025/5/19 申報。只含多頭部位,變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
220
較 2024 年第 4 季 −14
總值
$2.66 億
較 2024 年第 4 季 +$1.32 億 (+99.2%)
申報日
2025/5/19
修正SECSEC
Optimize Financial Inc 在 2025 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Advisor Managed Portfolios00777X538OPYIMIZE STRATEG4,729,474$1.27 億47.9%+4,729,474新進–
AAPLApple Inc.Stock9,890$219.7 萬0.8%+9,890新進歷史
INTCIntel CorpStock92,177$209.3 萬0.8%+3,047+3.4%加碼歷史
CDNSCadence Design Systems IncStock7,728$196.5 萬0.7%+837+12.1%加碼歷史
AMDAdvanced Micro Devices IncStock19,102$196.3 萬0.7%+19,102新進歷史
VRSNVerisign IncCOM7,651$194.2 萬0.7%+7,651新進歷史
GDDYGoDaddy Inc.CL A10,588$190.7 萬0.7%−915−8.0%減碼歷史
MSIMotorola Solutions, Inc.Stock4,320$189.1 萬0.7%+328+8.2%加碼歷史
FSLRFirst Solar, Inc.Stock14,724$186.2 萬0.7%+6,392+76.7%加碼歷史
ITRIItron, Inc.COM17,570$184.1 萬0.7%+463+2.7%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock5,209$183.7 萬0.7%−1,508−22.5%減碼歷史
ROPRoper Technologies IncStock3,107$183.2 萬0.7%+91+3.0%加碼歷史
NVDANVIDIA CorpStock16,792$182.0 萬0.7%−37−0.2%減碼歷史
AKAMAkamai Technologies IncCOM22,604$182.0 萬0.7%+22,604新進歷史
SNPSSynopsys IncCOM4,211$180.6 萬0.7%+535+14.6%加碼歷史
SMTCSemtech CorpStock52,454$180.4 萬0.7%+52,454新進歷史
QLYSQualys, Inc.COM14,148$178.2 萬0.7%+217+1.6%加碼歷史
DELLDell Technologies Inc.Stock19,524$178.0 萬0.7%+3,298+20.3%加碼歷史
AMATApplied Materials IncStock12,209$177.2 萬0.7%+12,209新進歷史
BAHBooz Allen Hamilton Holding CorpCL A16,862$176.3 萬0.7%+16,862新進歷史
TELTE Connectivity plcStock12,475$176.3 萬0.7%+476+4.0%加碼歷史
FFIVF5, Inc.Stock6,620$176.3 萬0.7%−2,028−23.5%減碼歷史
PENGPenguin Solutions, Inc.SHS101,115$175.6 萬0.7%+5,149+5.4%加碼歷史
PANWPalo Alto Networks IncStock10,276$175.3 萬0.7%+10,276新進歷史
CRMSalesforce, Inc.Stock6,523$175.1 萬0.7%−465−6.7%減碼歷史
CRUSCirrus Logic, Inc.Stock17,484$174.2 萬0.7%+4,402+33.6%加碼歷史
ALABAstera Labs, Inc.Stock28,785$171.8 萬0.6%+28,785新進歷史
VISNVistance Networks, Inc.COM321,961$171.0 萬0.6%+321,961新進歷史
TTMITTM Technologies IncCOM82,135$168.5 萬0.6%−14,339−14.9%減碼歷史
NOWServiceNow, Inc.Stock2,081$165.7 萬0.6%−3−0.1%減碼歷史
ACLSAxcelis Technologies IncStock32,251$160.2 萬0.6%+32,251新進歷史
EAElectronic Arts Inc.COM10,160$146.8 萬0.6%+3,399+50.3%加碼歷史
TAT&T Inc.Stock51,568$145.8 萬0.5%+5,053+10.9%加碼歷史
IDCCInterDigital, Inc.COM6,794$140.5 萬0.5%−273−3.9%減碼歷史
CMCSAComcast CorpStock37,858$139.7 萬0.5%+13,303+54.2%加碼歷史
SPOTSpotify Technology S.A.Stock2,458$135.2 萬0.5%+2,458新進歷史
NFLXNetflix IncStock1,414$131.9 萬0.5%−48−3.3%減碼歷史
DJTTrump Media & Technology Group Corp.Stock64,346$125.7 萬0.5%+9,670+17.7%加碼歷史
DISWalt Disney CoStock12,660$125.0 萬0.5%+1,623+14.7%加碼歷史
METAMeta Platforms, Inc.Stock2,133$122.9 萬0.5%+188+9.7%加碼歷史
APPAppLovin CorpCOM CL A4,542$120.3 萬0.5%−7,009−60.7%減碼歷史
WBTNWEBTOON Entertainment Inc.COM147,637$113.2 萬0.4%+147,637新進歷史
LUMNLumen Technologies, Inc.Stock278,527$109.2 萬0.4%+118,430+74.0%加碼歷史
ASTSAST SpaceMobile, Inc.COM CL A41,484$94.3 萬0.4%+5,676+15.9%加碼歷史
SIGSignet Jewelers LtdSHS14,416$83.7 萬0.3%+7,825+118.7%加碼歷史
ATENA10 Networks, Inc.Stock47,400$77.5 萬0.3%+47,400新進歷史
GIIIG III Apparel Group LtdCOM27,848$76.2 萬0.3%+27,848新進歷史
ORLYO Reilly Automotive IncStock529$75.8 萬0.3%+61+13.0%加碼歷史
CROXCrocs, Inc.COM7,128$75.7 萬0.3%+3,020+73.5%加碼歷史
ULTAUlta Beauty, Inc.Stock2,031$74.4 萬0.3%+657+47.8%加碼歷史
CVNACarvana Co.CL A3,533$73.9 萬0.3%−267−7.0%減碼歷史
EATBrinker International, IncStock4,832$72.0 萬0.3%−2,860−37.2%減碼歷史
BURLBurlington Stores, Inc.COM3,010$71.7 萬0.3%+974+47.8%加碼歷史
SBHSally Beauty Holdings, Inc.COM78,852$71.2 萬0.3%+78,852新進歷史
TSLATesla, Inc.Stock2,742$71.1 萬0.3%+225+8.9%加碼歷史
MCDMcDonalds CorpStock2,273$71.0 萬0.3%+451+24.8%加碼歷史
WWWWolverine World Wide IncCOM51,040$70.5 萬0.3%+14,750+40.6%加碼歷史
WHRWhirlpool CorpStock7,757$69.9 萬0.3%+2,347+43.4%加碼歷史
CAKECheesecake Factory IncCOM14,337$69.8 萬0.3%+14,337新進歷史
ETSYEtsy IncCOM14,756$69.6 萬0.3%+4,850+49.0%加碼歷史
CHDNChurchill Downs IncCOM6,233$69.2 萬0.3%+2,366+61.2%加碼歷史
YETIYETI Holdings, Inc.COM20,880$69.1 萬0.3%+7,273+53.5%加碼歷史
GRMNGarmin LtdSHS3,179$69.0 萬0.3%+237+8.1%加碼歷史
HBIHanesbrands Inc.COM119,020$68.7 萬0.3%+35,211+42.0%加碼歷史
LOWLowes Companies IncStock2,916$68.0 萬0.3%+753+34.8%加碼歷史
DPZDominos Pizza IncCOM1,474$67.7 萬0.3%+179+13.8%加碼歷史
AMZNAmazon Com IncStock3,498$66.6 萬0.3%+3,498新進歷史
DKSDick's Sporting Goods, Inc.Stock3,298$66.5 萬0.3%+864+35.5%加碼歷史
DANDANA IncCOM49,773$66.3 萬0.2%−2,344−4.5%減碼歷史
WYNNWynn Resorts LtdCOM7,927$66.2 萬0.2%+1,316+19.9%加碼歷史
ROSTRoss Stores, Inc.COM5,157$65.9 萬0.2%+1,786+53.0%加碼歷史
PVHPVH Corp.COM10,099$65.3 萬0.2%+4,576+82.9%加碼歷史
RCLRoyal Caribbean Cruises LtdCOM3,146$64.6 萬0.2%−240−7.1%減碼歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS33,890$64.3 萬0.2%+3,937+13.1%加碼歷史
APTVAptiv PLCStock10,798$64.2 萬0.2%+3,068+39.7%加碼歷史
ALVAutoliv IncCOM7,232$64.0 萬0.2%+7,232新進歷史
RLRalph Lauren CorpCL A2,884$63.7 萬0.2%−176−5.8%減碼歷史
ANFAbercrombie & Fitch CoCL A8,276$63.2 萬0.2%+8,276新進歷史
MARMarriott International IncStock2,619$62.4 萬0.2%+302+13.0%加碼歷史
FIVEFive Below, IncCOM8,310$62.3 萬0.2%+1,898+29.6%加碼歷史
DECKDeckers Outdoor CorpCOM5,409$60.5 萬0.2%+1,701+45.9%加碼歷史
LVSLas Vegas Sands CorpCOM15,490$59.8 萬0.2%+2,212+16.7%加碼歷史
LNWOLight & Wonder, Inc.COM6,721$58.2 萬0.2%+1,689+33.6%加碼歷史
LULUlululemon athletica inc.Stock2,043$57.8 萬0.2%+45+2.3%加碼歷史
BGBunge Global SACOM SHS6,714$51.3 萬0.2%+2,082+44.9%加碼歷史
WBAWalgreens Boots Alliance, Inc.COM44,773$50.0 萬0.2%−8,164−15.4%減碼歷史
STZConstellation Brands, Inc.Stock2,688$49.3 萬0.2%+785+41.3%加碼歷史
CVSCVS Health CorpStock7,246$49.1 萬0.2%−912−11.2%減碼歷史
ENREnergizer Holdings, Inc.COM16,160$48.4 萬0.2%+844+5.5%加碼歷史
TAPMolson Coors Beverage CoCL B7,892$48.0 萬0.2%−594−7.0%減碼歷史
CLColgate Palmolive CoStock5,124$48.0 萬0.2%+721+16.4%加碼歷史
CHDChurch & Dwight Co IncCOM4,297$47.3 萬0.2%−231−5.1%減碼歷史
DOLEDole plcORD SHS32,637$47.2 萬0.2%+2,775+9.3%加碼歷史
UNFIUnited Natural Foods IncCOM17,098$46.8 萬0.2%−13,848−44.7%減碼歷史
MELIMercadolibre IncCOM238$46.4 萬0.2%+4+1.7%加碼歷史
PEPPepsiCo IncStock3,062$45.9 萬0.2%+377+14.0%加碼歷史
LINELineage, Inc.COM7,758$45.5 萬0.2%+2,125+37.7%加碼歷史
SPNTSiriusPoint LtdCOM25,224$43.6 萬0.2%+25,224新進歷史
COSTCostco Wholesale CorpStock461$43.6 萬0.2%−74−13.8%減碼歷史
TGTTarget CorpStock4,126$43.1 萬0.2%+4,126新進歷史

2024 年第 4 季之後清倉(81 檔)

2024 年第 4 季季末還持有、這份申報已經沒有的部位。

Optimize Financial Inc 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
WIXWix.com Ltd.SHS10,605$227.5 萬1.7%歷史
BHEBenchmark Electronics IncCOM42,198$191.6 萬1.4%歷史
INFNInfinera CorpCOM275,970$181.3 萬1.4%歷史
IBMInternational Business Machines CorpStock8,241$181.2 萬1.4%歷史
ZMZoom Communications, Inc.Stock14,484$118.2 萬0.9%歷史
RNGRingCentral, Inc.CL A33,319$116.6 萬0.9%歷史
TMUST-Mobile US, Inc.Stock5,053$111.5 萬0.8%歷史
AMCAMC Entertainment Holdings, Inc.CL A NEW198,310$78.9 萬0.6%歷史
WOOFPetco Health & Wellness Company, Inc.CL A COM173,278$66.0 萬0.5%歷史
BZHBeazer Homes USA IncCOM NEW17,154$47.1 萬0.4%歷史
GPCGenuine Parts CoStock3,949$46.1 萬0.3%歷史
LEALear CorpCOM NEW4,786$45.3 萬0.3%歷史
ARESAres Management CorpCL A COM STK2,336$41.4 萬0.3%歷史
ODPODP CorpCOM18,041$41.0 萬0.3%歷史
AMPAmeriprise Financial IncCOM742$39.5 萬0.3%歷史
AGOAssured Guaranty LtdCOM4,120$37.1 萬0.3%歷史
CPAYCorpay, Inc.COM SHS1,055$35.7 萬0.3%歷史
AXONAxon Enterprise, Inc.COM581$34.5 萬0.3%歷史
CMECME Group Inc.COM1,456$33.8 萬0.3%歷史
GTLSChart Industries IncCOM1,759$33.6 萬0.3%歷史
VRTVertiv Holdings CoCOM CL A2,900$32.9 萬0.2%歷史
EWTXEdgewise Therapeutics, Inc.COM12,062$32.2 萬0.2%歷史
CRSCarpenter Technology CorpCOM1,891$32.1 萬0.2%歷史
CALCaleres IncCOM13,736$31.8 萬0.2%歷史
CBChubb LtdStock1,118$30.9 萬0.2%歷史
STRLSterling Infrastructure, Inc.COM1,806$30.4 萬0.2%歷史
DALDelta Air Lines, Inc.COM NEW4,948$29.9 萬0.2%歷史
GATOGatos Silver, Inc.COM21,074$29.5 萬0.2%歷史
ESTCElastic N.V.ORD SHS2,814$27.9 萬0.2%歷史
LPXLouisiana-Pacific CorpCOM2,680$27.8 萬0.2%歷史
ZIMZIM Integrated Shipping Services Ltd.SHS12,902$27.7 萬0.2%歷史
LDIloanDepot, Inc.COM CL A133,447$27.2 萬0.2%歷史
PAYCPaycom Software, Inc.Stock1,327$27.2 萬0.2%歷史
PEGAPegasystems IncCOM2,876$26.8 萬0.2%歷史
VMCVulcan Materials COCOM1,039$26.7 萬0.2%歷史
HQYHealthequity, Inc.COM2,772$26.6 萬0.2%歷史
PSFEPaysafe LtdSHS15,068$25.8 萬0.2%歷史
PODDInsulet CorpStock980$25.6 萬0.2%歷史
PENPenumbra IncCOM1,077$25.6 萬0.2%歷史
JAZZJazz Pharmaceuticals plcSHS USD2,054$25.3 萬0.2%歷史
REVGREV Group, Inc.COM7,913$25.2 萬0.2%歷史
NBIXNeurocrine Biosciences IncStock1,834$25.0 萬0.2%歷史
VERAVera Therapeutics, Inc.CL A5,895$24.9 萬0.2%歷史
INCYIncyte CorpCOM3,590$24.8 萬0.2%歷史
EXPEagle Materials IncCOM1,001$24.7 萬0.2%歷史
MLMMartin Marietta Materials IncCOM477$24.6 萬0.2%歷史
PNRPENTAIR plcSHS2,416$24.3 萬0.2%歷史
AITApplied Industrial Technologies IncCOM1,015$24.3 萬0.2%歷史
ISRGIntuitive Surgical IncCOM NEW462$24.1 萬0.2%歷史
WSTWest Pharmaceutical Services IncCOM735$24.1 萬0.2%歷史
AKROAkero Therapeutics, Inc.COM8,336$23.2 萬0.2%歷史
CAHCardinal Health IncStock1,969$23.2 萬0.2%歷史
EMNEastman Chemical CoStock2,539$23.2 萬0.2%歷史
SHWSherwin Williams CoCOM681$23.1 萬0.2%歷史
ECLEcolab Inc.Stock984$23.1 萬0.2%歷史
ETNEaton Corp plcStock689$22.9 萬0.2%歷史
UTHRUnited Therapeutics CorpCOM639$22.5 萬0.2%歷史
AVNTAvient CorpCOM5,464$22.3 萬0.2%歷史
TPCTutor Perini CorpCOM9,146$22.1 萬0.2%歷史
SAIASaia IncCOM485$22.1 萬0.2%歷史
SYKStryker CorpStock611$22.0 萬0.2%歷史
DVADavita Inc.COM1,469$22.0 萬0.2%歷史
LINLinde PLCStock522$21.9 萬0.2%歷史
DGXQuest Diagnostics IncCOM1,441$21.7 萬0.2%歷史
ZBHZimmer Biomet Holdings, Inc.Stock2,014$21.3 萬0.2%歷史
LECOLincoln Electric Holdings IncCOM1,127$21.1 萬0.2%歷史
SRPTSarepta Therapeutics, Inc.COM1,719$20.9 萬0.2%歷史
WDAYWorkday, Inc.CL A806$20.8 萬0.2%歷史
LIVNLivaNova PLCSHS4,490$20.8 萬0.2%歷史
PHINPhinia Inc.COMMON STOCK4,272$20.6 萬0.2%歷史
APGEApogee Therapeutics, Inc.COM4,473$20.3 萬0.2%歷史
AHCOAdaptHealth Corp.COMMON STOCK19,832$18.9 萬0.1%歷史
ACHAccendra Health IncStock14,072$18.4 萬0.1%歷史
PEBPebblebrook Hotel TrustCOM11,647$15.8 萬0.1%歷史
COGTCogent Biosciences, Inc.COM20,186$15.7 萬0.1%歷史
OGNOrganon & Co.Stock10,316$15.4 萬0.1%歷史
NVRIEnviri CorpCOM18,966$14.6 萬0.1%歷史
CGEMCullinan Therapeutics, Inc.COM11,755$14.3 萬0.1%歷史
NMRKNewmark Group, Inc.CL A10,301$13.2 萬0.1%歷史
KURAKura Oncology, Inc.COM11,447$9.97 萬0.1%歷史
SANASana Biotechnology, Inc.COM42,878$6.99 萬0.1%歷史