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Optas, LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$6.6亿

申报季度: 2026-03-31 · 持股只数: 1034

Optas, LLC在最新一期 13F 报告中披露了 1034 项持股，申报期为 2026-03-31，总持股市值约为 US$6.6亿，季度换手率为 23.3%。

机构性格雪花图

集中度
11.74
持仓稳定性
23.26
动能／逆势
100
行业集中度
79.13
多样化
100
仓位均衡度
63.7

近期动向

  • 加仓 NVDA

    +115.9%　US$2544.9万

  • 加仓 AGG

    +101.9%　US$1026.2万

  • 减仓 MSFT

    -0.8%　-US$415.1万

  • 减仓 GOOGL

    +0.2%　-US$308.0万

  • 减仓 VOO

    +1.3%　-US$199.3万

  • 减仓 GOOG

    -0.1%　-US$272.5万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 482 大持股（共 1034 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VOOVanguard S&p 500 ETFETF-大型股与成长8.30%-0.59%+1.27%
2NVDANvidia CORP股票-科技7.63%+3.72%+115.88%
3VTIVanguard Total Stock Mkt ETFETF-其他6.77%-0.45%+1.31%
4GOOGLAlphabet Inc-cl A股票-通信服务5.41%-0.66%+0.21%
5GOOGAlphabet Inc-cl C股票-通信服务4.34%-0.58%-0.09%
6VEUVanguard Ftse All-world Ex-uETF-其他3.72%-0.03%+0.44%
7AAPLApple INC股票-科技3.39%-0.21%+4.17%
8AGGIshares Core U.s. AggregateETF-其他3.10%+1.51%+101.89%
9SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长2.72%-0.25%+2.95%
10SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长2.65%-0.22%—
11MSFTMicrosoft CORP股票-科技1.99%-0.71%-0.76%
12AVGOBroadcom INC股票-科技1.65%-0.16%+5.00%
13VXUSVanguard Total Intl StockETF-其他1.52%—-0.49%
14AMZNAmazon.com INC股票-周期性消费1.39%-0.21%-0.72%
15VEAVanguard Ftse Developed ETFETF-其他1.16%—+2.06%
16METAMeta Platforms Inc-class A股票-通信服务1.06%—+11.24%
17SPHYSs Spdr P High Yield ETFETF-非投资级债0.94%—+1.43%
18JPMJpmorgan Chase & Co股票-金融0.79%—+2.67%
19VONVVanguard Russell 1000 ValueETF-其他0.72%—-1.01%
20SPEMState Street Sp Ptf Em ETFETF-其他0.65%—+0.32%
21BRK-BBerkshire Hathaway Inc-cl B股票-其他0.59%-0.09%-5.75%
22LLYEli Lilly & Co股票-医疗保健0.55%-0.10%+1.26%
23XYZBlock INC股票-金融0.51%—+0.69%
24VOVanguard Mid-cap ETFETF-其他0.51%—-0.94%
25USXFIshares Esg Advance Msci USAETF-其他0.49%+0.19%+72.50%
26EBAYEbay INC股票-周期性消费0.48%—+1.94%
27TSLATesla INC股票-周期性消费0.47%—+21.15%
28CRMSalesforce INC股票-科技0.47%-0.24%-3.78%
29MAMastercard INC - A股票-金融0.44%-0.10%-3.73%
30PLTRPalantir Technologies Inc-a股票-科技0.43%-0.09%+4.35%
31COSTCostco Wholesale CORP股票-非周期性消费0.41%—+1.52%
32WMTWalmart INC股票-非周期性消费0.40%+0.07%+12.00%
33GEGeneral Electric股票-工业0.39%—+1.03%
34UNPUnion Pacific CORP股票-工业0.39%—+2.89%
35VBVanguard Small-cap ETFETF-其他0.37%—-2.71%
36VVisa Inc-class A Shares股票-金融0.34%—+19.01%
37JNJJohnson & Johnson股票-医疗保健0.33%+0.11%+31.28%
38EFAIshares Msci Eafe ETFETF-其他0.33%——
39GEVGE Vernova INC股票-工业0.32%+0.08%+1.40%
40PGRProgressive CORP股票-金融0.31%-0.08%-7.58%
41GSGoldman Sachs Group INC股票-金融0.30%—-7.17%
42XLKSs Technology Select SectorETF-科技型0.29%——
43ORCLOracle CORP股票-科技0.28%—+19.52%
44GOVTIshares US Treasury Bond ETFETF-政府公债0.28%+0.12%+83.90%
45RSPHInvesco S&p 500 Equal WeightETF-大型股与成长0.28%+0.13%+99.63%
46NFLXNetflix INC股票-通信服务0.27%—+9.68%
47INTUIntuit INC股票-科技0.27%—+90.71%
48MUMicron Technology INC股票-科技0.26%+0.06%+13.33%
49RSPTInvesco S&p 500 Equal WeightETF-大型股与成长0.25%+0.12%+99.78%
50XOMExxon Mobil CORP股票-能源0.25%+0.09%+13.00%
1–50 of 482

本季持股变动

Optas, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 清仓: Zebra Technologies Corp-cl A (ZBRA); 清仓: Epam Systems INC (EPAM); 清仓: Robert Half INC (RHI).

Optas, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1NVDANvidia CORP+3.7%+115.88%加仓
2AGGIshares Core U.s. Aggregate+1.5%+101.89%加仓
3USXFIshares Esg Advance Msci USA+0.2%+72.50%加仓
4RSPHInvesco S&p 500 Equal Weight+0.1%+99.63%加仓
5GOVTIshares US Treasury Bond ETF+0.1%+83.90%加仓
6RSPTInvesco S&p 500 Equal Weight+0.1%+99.78%加仓
7JNJJohnson & Johnson+0.1%+31.28%加仓
8QQQInvesco Qqq Trust Series 1+0.1%+152.56%加仓
9XOMExxon Mobil CORP+0.1%+13.00%加仓
10CFCf Industries Holdings INC+0.1%+58.70%加仓
11GEVGE Vernova INC+0.1%+1.40%加仓
12SNDKSandisk CORP+0.1%-14.57%减仓
13WMTWalmart INC+0.1%+12.00%加仓
14JBLJabil INC+0.1%+86.35%加仓
15MBBIshares Mbs ETF+0.1%+78.52%加仓
16MUMicron Technology INC+0.1%+13.33%加仓
17VEUVanguard Ftse All-world Ex-u0%+0.44%加仓
18INGIng Groep N.v.-sponsored Adr-0.1%-53.72%减仓
19ZZillow Group INC - C-0.1%-15.18%减仓
20CORCencora INC-0.1%-22.64%减仓
21ZSZscaler INC-0.1%-50.89%减仓
22PGRProgressive CORP-0.1%-7.58%减仓
23ADBEAdobe INC-0.1%-52.08%减仓
24EPREpr Properties-0.1%-50.63%减仓
25PLTRPalantir Technologies Inc-a-0.1%+4.35%加仓
26BRK-BBerkshire Hathaway Inc-cl B-0.1%-5.75%减仓
27ZMZoom Communications INC-0.1%-61.16%减仓
28LLYEli Lilly & Co-0.1%+1.26%加仓
29MAMastercard INC - A-0.1%-3.73%减仓
30CCitigroup INC-0.1%-42.81%减仓
31AVGOBroadcom INC-0.2%+5.00%加仓
32AMZNAmazon.com INC-0.2%-0.72%减仓
33AAPLApple INC-0.2%+4.17%加仓
34NETCloudflare INC - Class A-0.2%-48.67%减仓
35SPYSs Spdr S&p 500 ETF Trust-us-0.2%—不变
36CRMSalesforce INC-0.2%-3.78%减仓
37CSCOCisco Systems INC-0.3%-50.40%减仓
38SPYGSs Spdr P S&p 500 Growth ETF-0.3%+2.95%加仓
39VTIVanguard Total Stock Mkt ETF-0.5%+1.31%加仓
40GOOGAlphabet Inc-cl C-0.6%-0.09%减仓
41VOOVanguard S&p 500 ETF-0.6%+1.27%加仓
42GOOGLAlphabet Inc-cl A-0.7%+0.21%加仓
43MSFTMicrosoft CORP-0.7%-0.76%减仓
44AZNAstraZeneca PLC—NEW新建仓
45AZNNAstrazeneca Plc-spons Adr—EXIT清仓
46ZBRAZebra Technologies Corp-cl A—EXIT清仓
47EPAMEpam Systems INC—EXIT清仓
48RHIRobert Half INC—EXIT清仓
49FIVEFive Below—NEW新建仓
50ONOn Semiconductor—NEW新建仓

FAQ

Optas, LLC 是什么机构？属于哪种投资人类型？
Optas, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$6.6亿，分布在 1034 个已申报仓位之中。
Optas, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Optas, LLC 按市值排列的前几大持股为： 1. Vanguard S&p 500 ETF (VOO) — US$5484.0万 (8.3%) 2. Nvidia CORP (NVDA) — US$5043.1万 (7.6%) 3. Vanguard Total Stock Mkt ETF (VTI) — US$4475.0万 (6.8%) 4. Alphabet Inc-cl A (GOOGL) — US$3575.3万 (5.4%) 5. Alphabet Inc-cl C (GOOG) — US$2870.2万 (4.3%)
Optas, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Optas, LLC 共进行了 49 项显著调整：新建仓 3 个仓位、加仓 24 个既有持股、减仓 18 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 清仓: Zebra Technologies Corp-cl A (ZBRA); 清仓: Epam Systems INC (EPAM); 清仓: Robert Half INC (RHI)
Optas, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Optas, LLC 的主要板块分布如下： • Information Technology: 42.0% • Communication Services: 25.8% • Financials: 9.6% • Consumer Discretionary: 6.8% • Health Care: 6.2% • Industrials: 4.7%