Optivise Advisory Services LLC 13F 持仓 · 2026年Q2
Optivise Advisory Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 227 只证券，申报市值合计 1.97 亿美元。前几大持仓：QQH（3.48%）、TFLO（3.39%）、LGH（3.29%）。本季前 25 大持仓中：新建仓 2 只、增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQH | NORTHERN LTS FD TR III | $6.9M | 3.48% | 80,132 | 减持 |
| 2 | TFLO | ISHARES TR | $6.7M | 3.39% | 131,894 | 减持 |
| 3 | LGH | NORTHERN LTS FD TR III | $6.5M | 3.29% | 101,712 | 减持 |
| 4 | DYNF | BLACKROCK ETF TRUST | $5.1M | 2.60% | 75,232 | 增持 |
| 5 | VT | VANGUARD INTL EQUITY INDEX F | $4.9M | 2.48% | 31,101 | 新建仓 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $4.6M | 2.33% | 6,136 | 增持 |
| 7 | IVV | ISHARES TR | $4.4M | 2.22% | 5,827 | 增持 |
| 8 | CWB | SPDR SERIES TRUST | $3.9M | 1.98% | 36,172 | 减持 |
| 9 | NEAR | ISHARES U S ETF TR | $3.6M | 1.85% | 72,004 | 减持 |
| 10 | BUFR | FIRST TR EXCHNG TRADED FD VI | $3.4M | 1.71% | 91,982 | 增持 |
| 11 | NVDA | NVIDIA CORPORATION | $3.3M | 1.70% | 16,707 | 减持 |
| 12 | BLCR | BLACKROCK ETF TRUST | $3.3M | 1.66% | 64,780 | 新建仓 |
| 13 | QQQ | INVESCO QQQ TR | $3.1M | 1.58% | 4,223 | 增持 |
| 14 | AAPL | APPLE INC | $2.5M | 1.28% | 8,738 | 增持 |
| 15 | MSFT | MICROSOFT CORP | $2.4M | 1.22% | 6,453 | 增持 |
| 16 | BINC | BLACKROCK ETF TRUST II | $2.3M | 1.15% | 43,282 | 减持 |
| 17 | SPYG | SPDR SERIES TRUST | $2.3M | 1.15% | 18,967 | 增持 |
| 18 | LLY | ELI LILLY & CO | $2.2M | 1.14% | 1,869 | 增持 |
| 19 | DIA | STATE STR SPDR DOW JONES IND | $2.1M | 1.08% | 4,056 | 增持 |
| 20 | GOOGL | ALPHABET INC | $2.1M | 1.05% | 5,783 | 减持 |
| 21 | VOO | VANGUARD INDEX FDS | $2.0M | 1.04% | 2,971 | 增持 |
| 22 | OEF | ISHARES TR | $2.0M | 1.02% | 5,495 | 减持 |
| 23 | PTL | NORTHERN LTS FD TR IV | $1.9M | 0.97% | 6,703 | 减持 |
| 24 | USFR | WISDOMTREE TR | $1.9M | 0.96% | 37,665 | 减持 |
| 25 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $1.9M | 0.94% | 47,285 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR