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Optimize Financial Inc

SEC CIK
0002033266
最新申報
2026/8/27

2026 年第 1 季持倉

持倉截至 2026/3/31,2026/5/12 申報。只含多頭部位,變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
297
較 2025 年第 4 季 −23
總值
$2.03 億
較 2025 年第 4 季 +$476.0 萬 (+2.4%)
申報日
2026/5/12
SEC
Optimize Financial Inc 在 2026 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
LITELumentum Holdings Inc.COM4,806$337.7 萬1.7%−4,588−48.8%減碼歷史
SNDKSandisk CorpCOM5,314$337.6 萬1.7%+5,314新進歷史
STXSeagate Technology Holdings plcORD SHS7,943$311.2 萬1.5%+7,943新進歷史
TTMITTM Technologies IncCOM31,877$310.5 萬1.5%+31,877新進歷史
WDCWestern Digital CorpCOM11,426$309.1 萬1.5%+11,426新進歷史
KLACKLA CorpCOM NEW2,084$306.9 萬1.5%+539+34.9%加碼歷史
TERTeradyne, IncStock10,263$304.3 萬1.5%+10,263新進歷史
AAPLApple Inc.Stock11,861$301.0 萬1.5%+10,812+1,030.7%加碼歷史
LRCXLam Research CorpStock14,058$300.4 萬1.5%+14,058新進歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM13,504$299.9 萬1.5%+13,504新進歷史
FNFabrinetSHS5,725$298.6 萬1.5%+5,725新進歷史
AMDAdvanced Micro Devices IncStock14,563$296.3 萬1.5%+5,297+57.2%加碼歷史
AMATApplied Materials IncStock8,629$294.9 萬1.5%+45+0.5%加碼歷史
FSLRFirst Solar, Inc.Stock14,810$292.1 萬1.4%+14,810新進歷史
ARWArrow Electronics, Inc.COM20,254$290.5 萬1.4%+9,256+84.2%加碼歷史
KEYSKeysight Technologies, Inc.Stock10,286$290.4 萬1.4%+10,286新進歷史
TELTE Connectivity plcStock13,613$284.5 萬1.4%+13,613新進歷史
COHRCoherent Corp.COM11,888$283.2 萬1.4%+11,888新進歷史
ADIAnalog Devices IncStock8,873$282.3 萬1.4%+3,192+56.2%加碼歷史
QRVOQorvo, Inc.Stock36,094$279.4 萬1.4%+21,070+140.2%加碼歷史
NVDANVIDIA CorpStock15,759$274.8 萬1.4%+7,331+87.0%加碼歷史
PENGPenguin Solutions, Inc.Stock153,470$270.1 萬1.3%+97,116+172.3%加碼歷史
APHAmphenol CorpCL A21,250$268.5 萬1.3%+21,250新進歷史
MSIMotorola Solutions, Inc.Stock6,082$263.9 萬1.3%+3,154+107.7%加碼歷史
IBMInternational Business Machines CorpStock10,826$262.4 萬1.3%+5,193+92.2%加碼歷史
CLVTClarivate PLCORD SHS1,022,763$258.8 萬1.3%+1,022,763新進歷史
MUMicron Technology IncStock7,568$255.7 萬1.3%−3,121−29.2%減碼歷史
MSFTMicrosoft CorpStock6,852$253.6 萬1.2%+6,852新進歷史
PTCPTC Inc.Stock17,222$245.4 萬1.2%+10,662+162.5%加碼歷史
CSIQCanadian Solar Inc.COM175,148$242.6 萬1.2%+175,148新進歷史
VYXNCR Voyix CorpCOM356,989$226.0 萬1.1%+251,473+238.3%加碼歷史
CVSACovista Inc.COM6,279$72.4 萬0.4%+6,279新進歷史
ANDEAndersons, Inc.COM9,842$70.6 萬0.3%−4,815−32.9%減碼歷史
CASYCaseys General Stores IncCOM955$69.5 萬0.3%+955新進歷史
DCHDauch CorpCOM115,050$68.2 萬0.3%+115,050新進歷史
BURLBurlington Stores, Inc.COM2,096$68.2 萬0.3%+18+0.9%加碼歷史
KODKodiak Sciences Inc.COM17,828$68.0 萬0.3%+17,828新進歷史
GOGrocery Outlet Holding Corp.COM96,386$68.0 萬0.3%+96,386新進歷史
EATBrinker International, IncStock4,753$67.9 萬0.3%+928+24.3%加碼歷史
FIVEFive Below, IncCOM2,965$67.7 萬0.3%−983−24.9%減碼歷史
AAPAdvance Auto Parts IncCOM12,732$67.2 萬0.3%+12,732新進歷史
BWABorgwarner IncCOM12,370$67.1 萬0.3%+12,370新進歷史
MGMMGM Resorts InternationalStock18,015$66.7 萬0.3%+18,015新進歷史
ORKAOruka Therapeutics, Inc.COM13,442$65.9 萬0.3%+13,442新進歷史
BYDBoyd Gaming CorpCOM7,997$65.7 萬0.3%+1,000+14.3%加碼歷史
RLRalph Lauren CorpCL A1,893$65.1 萬0.3%−44−2.3%減碼歷史
USFDUS Foods Holding Corp.COM7,041$64.9 萬0.3%+7,041新進歷史
ANAutonation, Inc.COM3,324$64.9 萬0.3%+3,324新進歷史
MARMarriott International IncStock1,978$64.7 萬0.3%−306−13.4%減碼歷史
VSTSVestis CorpCOM SHS81,530$64.1 萬0.3%+81,530新進歷史
HASHasbro, Inc.COM6,781$63.5 萬0.3%+6,781新進歷史
CVNACarvana Co.CL A2,017$63.4 萬0.3%+386+23.7%加碼歷史
COSTCostco Wholesale CorpStock636$63.4 萬0.3%+7+1.1%加碼歷史
RHRHCOM4,507$63.0 萬0.3%+2,097+87.0%加碼歷史
TPRTapestry, Inc.COM4,445$62.7 萬0.3%+4,445新進歷史
AMZNAmazon Com IncStock3,005$62.6 萬0.3%+354+13.4%加碼歷史
INGRIngredion IncCOM5,531$62.3 萬0.3%+804+17.0%加碼歷史
YUMYum Brands IncStock4,004$62.3 萬0.3%+4,004新進歷史
PFGCPerformance Food Group CoCOM7,262$62.2 萬0.3%+7,262新進歷史
DUOLDuolingo, Inc.CL A COM6,287$62.0 萬0.3%+4,070+183.6%加碼歷史
PEPPepsiCo IncStock3,983$61.9 萬0.3%+3,983新進歷史
PMPhilip Morris International Inc.Stock3,736$61.8 萬0.3%−14−0.4%減碼歷史
DECKDeckers Outdoor CorpCOM6,147$61.5 萬0.3%+6,147新進歷史
GRMNGarmin LtdSHS2,632$61.1 萬0.3%+82+3.2%加碼歷史
ADNTAdient plcStock30,114$60.9 萬0.3%+30,114新進歷史
MCDMcDonalds CorpStock1,953$60.7 萬0.3%+33+1.7%加碼歷史
PLNTPlanet Fitness, Inc.CL A8,147$60.6 萬0.3%+8,147新進歷史
SNSharkNinja, Inc.COM SHS5,716$60.5 萬0.3%+539+10.4%加碼歷史
NOMDNomad Foods LtdUSD ORD SHS61,908$59.5 萬0.3%+61,908新進歷史
DOLEDole plcORD SHS41,624$59.5 萬0.3%+41,624新進歷史
TOLToll Brothers, Inc.COM4,339$59.2 萬0.3%+4,339新進歷史
ELVNEnliven Therapeutics, Inc.COM15,055$59.0 萬0.3%+15,055新進歷史
UPBDUpbound Group, Inc.COM32,595$58.8 萬0.3%+32,595新進歷史
WHRWhirlpool CorpStock10,905$58.8 萬0.3%+10,905新進歷史
SGISomnigroup International Inc.COM7,939$58.7 萬0.3%+7,939新進歷史
CVSCVS Health CorpStock8,151$58.5 萬0.3%+8,151新進歷史
TDAYUSA TODAY Co., Inc.COM82,095$57.9 萬0.3%+82,095新進歷史
LILAKLiberty Latin America Ltd.COM CL C64,940$57.3 萬0.3%+64,940新進歷史
DPZDominos Pizza IncCOM1,569$56.3 萬0.3%+1,569新進歷史
IBPInstalled Building Products, Inc.COM2,094$55.5 萬0.3%+2,094新進歷史
SJMJ M SMUCKER CoStock5,711$55.1 萬0.3%+5,711新進歷史
UTHRUnited Therapeutics CorpCOM927$55.0 萬0.3%−143−13.4%減碼歷史
ATENA10 Networks, Inc.Stock23,700$54.8 萬0.3%00.0%不變歷史
WGOWinnebago Industries IncCOM17,658$54.7 萬0.3%+17,658新進歷史
KSSKOHLS CorpStock42,383$54.7 萬0.3%+5,831+16.0%加碼歷史
SIRISirius XM Holdings Inc.COMMON STOCK23,466$54.2 萬0.3%+23,466新進歷史
ZMZoom Communications, Inc.Stock6,737$54.2 萬0.3%+6,737新進歷史
DASHDoorDash, Inc.Stock3,576$53.7 萬0.3%+1,126+46.0%加碼歷史
FWONKLiberty Media CorpCOM LBTY ONE S C6,232$53.0 萬0.3%−8,690−58.2%減碼歷史
BOOTBoot Barn Holdings, Inc.COM3,597$52.6 萬0.3%+283+8.5%加碼歷史
CARAvis Budget Group, Inc.COM3,602$52.5 萬0.3%+3,602新進歷史
NWLNewell Brands Inc.Stock151,138$51.8 萬0.3%+151,138新進歷史
RDDTReddit, Inc.Stock3,746$50.4 萬0.2%−2,518−40.2%減碼歷史
BXBlackstone Inc.COM4,314$49.6 萬0.2%+1,622+60.3%加碼歷史
BFHBread Financial Holdings, Inc.COM6,596$49.4 萬0.2%+6,596新進歷史
TCBITexas Capital Bancshares IncCOM5,184$49.2 萬0.2%−110−2.1%減碼歷史
ROKURoku, IncCOM CL A5,192$49.1 萬0.2%+5,192新進歷史
ALLYAlly Financial Inc.Stock12,513$49.1 萬0.2%+12,513新進歷史
GSGoldman Sachs Group IncStock580$49.1 萬0.2%−52−8.2%減碼歷史
BNYBank of New York Mellon CorpStock4,134$49.0 萬0.2%+4,134新進歷史

2025 年第 4 季之後清倉(187 檔)

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 187 檔。

Optimize Financial Inc 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
PALProficient Auto Logistics, IncCOM372,967$359.5 萬1.8%歷史
WBDWarner Bros. Discovery, Inc.Stock123,696$356.5 萬1.8%歷史
MKSIMKS IncCOM13,435$214.7 萬1.1%歷史
TDCTeradata CorpStock66,763$203.2 萬1.0%歷史
TWLOTwilio IncCL A13,835$196.8 萬1.0%歷史
SMTCSemtech CorpStock23,112$170.3 萬0.9%歷史
TKOTKO Group Holdings, Inc.CL A7,748$161.9 萬0.8%歷史
JBLJabil IncStock6,649$151.6 萬0.8%歷史
QCOMQualcomm IncStock8,770$150.0 萬0.8%歷史
MPWRMonolithic Power Systems, Inc.COM1,615$146.4 萬0.7%歷史
DISWalt Disney CoStock12,804$145.7 萬0.7%歷史
UCTTUltra Clean Holdings, Inc.COM57,359$145.3 萬0.7%歷史
ARRYArray Technologies, Inc.COM SHS156,377$144.2 萬0.7%歷史
CRDOCredo Technology Group Holding LtdStock9,970$143.5 萬0.7%歷史
DELLDell Technologies Inc.Stock11,208$141.1 萬0.7%歷史
OKTAOkta, Inc.CL A15,344$132.7 萬0.7%歷史
METAMeta Platforms, Inc.Stock2,008$132.5 萬0.7%歷史
CMCSAComcast CorpStock44,340$132.5 萬0.7%歷史
TDYTeledyne Technologies IncCOM2,553$130.4 萬0.7%歷史
VSXYVictoria's Secret & Co.COMMON STOCK23,074$125.0 萬0.6%歷史
LBRDKLiberty Broadband CorpCOM SER C25,036$121.7 萬0.6%歷史
TMUST-Mobile US, Inc.Stock5,944$120.7 萬0.6%歷史
ROPRoper Technologies IncStock2,704$120.4 萬0.6%歷史
CHTRCharter Communications, Inc.CL A5,740$119.8 萬0.6%歷史
NOWServiceNow, Inc.Stock7,674$117.6 萬0.6%歷史
COGTCogent Biosciences, Inc.COM33,024$117.3 萬0.6%歷史
BAHBooz Allen Hamilton Holding CorpCL A13,707$115.6 萬0.6%歷史
VEEVVeeva Systems IncStock5,139$114.7 萬0.6%歷史
TYLTyler Technologies IncCOM2,504$113.7 萬0.6%歷史
FFIVF5, Inc.Stock4,442$113.4 萬0.6%歷史
OPTUOptimum Communications, Inc.CL A671,334$110.8 萬0.6%歷史
WIXWix.com Ltd.SHS9,160$95.2 萬0.5%歷史
CRSRCorsair Gaming, Inc.COM158,745$94.3 萬0.5%歷史
VERAVera Therapeutics, Inc.CL A17,800$90.1 萬0.5%歷史
AMCAMC Entertainment Holdings, Inc.CL A NEW543,906$84.8 萬0.4%歷史
SYRESpyre Therapeutics, Inc.COM NEW25,331$83.0 萬0.4%歷史
HLFHerbalife Ltd.COM SHS61,426$79.2 萬0.4%歷史
DLTRDollar Tree, Inc.COM6,000$73.8 萬0.4%歷史
DGDollar General CorpCOM5,550$73.7 萬0.4%歷史
VFCV F CorpStock40,379$73.0 萬0.4%歷史
ULTAUlta Beauty, Inc.Stock1,176$71.1 萬0.4%歷史
UNFIUnited Natural Foods IncCOM20,963$70.6 萬0.4%歷史
VIKViking Holdings LtdORD SHS9,635$68.8 萬0.3%歷史
EWTXEdgewise Therapeutics, Inc.COM27,679$68.7 萬0.3%歷史
BHFBrighthouse Financial, Inc.COM10,353$67.1 萬0.3%歷史
LEGLeggett & Platt IncStock60,507$66.6 萬0.3%歷史
URBNUrban Outfitters IncCOM8,548$64.3 萬0.3%歷史
BGBunge Global SACOM SHS7,194$64.1 萬0.3%歷史
HLTHilton Worldwide Holdings Inc.COM2,218$63.7 萬0.3%歷史
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -86,291$63.3 萬0.3%歷史
MUSAMurphy USA Inc.COM1,559$62.9 萬0.3%歷史
GESGuess IncCOM35,880$60.1 萬0.3%歷史
DYNDyne Therapeutics, Inc.COM30,310$59.3 萬0.3%歷史
REGNRegeneron Pharmaceuticals, Inc.COM749$57.8 萬0.3%歷史
MDGLMadrigal Pharmaceuticals, Inc.COM992$57.8 萬0.3%歷史
ALVAutoliv IncCOM4,855$57.6 萬0.3%歷史
HGVHilton Grand Vacations Inc.COM12,853$57.5 萬0.3%歷史
ILMNIllumina, Inc.COM4,354$57.1 萬0.3%歷史
EBAYeBay IncCOM6,524$56.8 萬0.3%歷史
CCitigroup IncStock4,791$55.9 萬0.3%歷史
POSTPost Holdings, Inc.COM5,601$55.5 萬0.3%歷史
PGProcter & Gamble CoStock3,790$54.3 萬0.3%歷史
DKSDick's Sporting Goods, Inc.Stock2,734$54.1 萬0.3%歷史
SIGSignet Jewelers LtdSHS6,467$53.6 萬0.3%歷史
WSMWilliams Sonoma IncCOM2,989$53.4 萬0.3%歷史
BFAMBright Horizons Family Solutions Inc.COM5,193$52.7 萬0.3%歷史
CBChubb LtdStock1,647$51.4 萬0.3%歷史
DHCDiversified Healthcare TrustCOM SH BEN INT104,455$50.7 萬0.3%歷史
ZIMZIM Integrated Shipping Services Ltd.SHS23,842$50.6 萬0.3%歷史
JNJJohnson & JohnsonStock2,409$49.9 萬0.3%歷史
MELIMercadolibre IncCOM247$49.8 萬0.3%歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock4,539$49.8 萬0.3%歷史
CORCencora, Inc.Stock1,472$49.7 萬0.3%歷史
MEDPMedpace Holdings, Inc.COM884$49.6 萬0.3%歷史
FCFSFirstCash Holdings, Inc.COM3,112$49.6 萬0.2%歷史
SCHWSchwab Charles CorpStock4,964$49.6 萬0.2%歷史
AIGAmerican International Group, Inc.Stock5,780$49.4 萬0.2%歷史
CBOECboe Global Markets, Inc.COM1,967$49.4 萬0.2%歷史
BMYBristol Myers Squibb CoStock9,140$49.3 萬0.2%歷史
BIRKBirkenstock Holding plcCOM SHS12,024$49.2 萬0.2%歷史
LPLALPL Financial Holdings Inc.COM1,372$49.0 萬0.2%歷史
NVRIEnviri CorpCOM27,334$49.0 萬0.2%歷史
EVREvercore Inc.CLASS A1,436$48.9 萬0.2%歷史
SEMSelect Medical Holdings CorpCOM32,900$48.9 萬0.2%歷史
ALGNAlign Technology IncCOM3,097$48.4 萬0.2%歷史
CLXClorox CoStock4,777$48.2 萬0.2%歷史
RCLRoyal Caribbean Cruises LtdCOM1,719$47.9 萬0.2%歷史
CMECME Group Inc.COM1,746$47.7 萬0.2%歷史
NDAQNasdaq, Inc.COM4,890$47.5 萬0.2%歷史
MSCIMSCI Inc.Stock819$47.0 萬0.2%歷史
WOOFPetco Health & Wellness Company, Inc.CL A COM164,794$46.3 萬0.2%歷史
RTXRTX CorpStock2,521$46.2 萬0.2%歷史
PVHPVH Corp.COM6,898$46.2 萬0.2%歷史
KTBKontoor Brands, Inc.Stock7,548$46.1 萬0.2%歷史
OPFIOppFi Inc.COM CL A43,789$45.8 萬0.2%歷史
WTWWillis Towers Watson PLCSHS1,384$45.5 萬0.2%歷史
AHCOAdaptHealth Corp.COMMON STOCK45,321$45.1 萬0.2%歷史
MLYSMineralys Therapeutics, Inc.COM12,383$44.9 萬0.2%歷史
UNHUnitedHealth Group IncStock1,359$44.9 萬0.2%歷史
PNFPPinnacle Financial Partners, Inc.COM4,701$44.9 萬0.2%歷史