Occidental Asset Management, LLC
Burlingame CA · SEC CIK 0001770994
$8.44亿2026Q1 申报市值
284持仓数
33.5%前十大占比 · 第一大 6.7%
34 / 41新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SGOV 新建仓+$2,126.98万
AMZN 加仓+$319.03万
IAGG 加仓+$212.30万
WISDOMTREE TR 加仓+$209.92万
HYG 加仓+$209.20万
2026Q1 卖出最多 按季末市值估算
AMAT 减仓-$857.85万
XLC 减仓-$305.28万
IWF 减仓-$289.27万
CAT 减仓-$197.73万
SCCO 减仓-$190.18万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $76.98万 | 0.09% | 11,666 | 1,596 | 15.8% | $10.53万 | 加仓 |
| TJX | TJX COS INC NEW | $79.46万 | 0.09% | 4,976 | 1,168 | 30.7% | $18.65万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $80.60万 | 0.10% | 7,396 | 822 | 12.5% | $8.96万 | 加仓 |
| IYW | ISHARES TR | $81.75万 | 0.10% | 4,506 | -140 | -3.0% | -$2.54万 | 减仓 |
| KO | COCA COLA CO | $85.14万 | 0.10% | 11,195 | 79 | 0.7% | $6,008 | 加仓 |
| IWM | ISHARES TR | $86.51万 | 0.10% | 3,488 | 88 | 2.6% | $2.18万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $87.72万 | 0.10% | 9,400 | 169 | 1.8% | $1.58万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $88.05万 | 0.10% | 44,111 | -1,925 | -4.2% | -$3.84万 | 减仓 |
| VLO | VALERO ENERGY CORP | $88.06万 | 0.10% | 3,564 | 561 | 18.7% | $13.86万 | 加仓 |
| ORCL | ORACLE CORP | $88.24万 | 0.10% | 5,998 | -61 | -1.0% | -$8,974 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $89.06万 | 0.11% | 11,859 | 600 | 5.3% | $4.51万 | 加仓 |
| IJH | ISHARES TR | $92.71万 | 0.11% | 13,729 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $96.08万 | 0.11% | 3,935 | 488 | 14.2% | $11.92万 | 加仓 |
| IWD | ISHARES TR | $96.24万 | 0.11% | 4,504 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $99.50万 | 0.12% | 1,991 | 299 | 17.7% | $14.94万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $100.55万 | 0.12% | 4,675 | -24 | -0.5% | -$5,162 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $100.90万 | 0.12% | 1,013 | 185 | 22.3% | $18.43万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $100.96万 | 0.12% | 6,990 | 1,501 | 27.3% | $21.68万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $101.36万 | 0.12% | 4,146 | 107 | 2.6% | $2.62万 | 加仓 |
| CWB | SPDR SERIES TRUST | $104.31万 | 0.12% | 11,397 | -327 | -2.8% | -$2.99万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $107.08万 | 0.13% | 21,690 | 2,013 | 10.2% | $9.94万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $110.98万 | 0.13% | 6,712 | 620 | 10.2% | $10.25万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $111.13万 | 0.13% | 11,502 | 281 | 2.5% | $2.72万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $112.67万 | 0.13% | 10,000 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $114.67万 | 0.14% | 10,131 | 43 | 0.4% | $4,867 | 加仓 |
| SLYV | SPDR SERIES TRUST | $115.84万 | 0.14% | 12,248 | 251 | 2.1% | $2.37万 | 加仓 |
| GLD | SPDR GOLD TR | $122.89万 | 0.15% | 2,856 | 491 | 20.8% | $21.13万 | 加仓 |
| BIL | SPDR SERIES TRUST | $124.86万 | 0.15% | 13,625 | 9,288 | 214.2% | $85.12万 | 加仓 |
| IWR | ISHARES TR | $126.02万 | 0.15% | 12,961 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $132.51万 | 0.16% | 9,038 | 674 | 8.1% | $9.88万 | 加仓 |
| CVX | CHEVRON CORPORATION | $135.36万 | 0.16% | 6,542 | 752 | 13.0% | $15.56万 | 加仓 |
| QQQ | INVESCO QQQ TR | $137.81万 | 0.16% | 2,388 | 743 | 45.2% | $42.88万 | 加仓 |
| DVY | ISHARES TR | $142.25万 | 0.17% | 9,395 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $146.59万 | 0.17% | 20,888 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $152.68万 | 0.18% | 4,933 | 662 | 15.5% | $20.49万 | 加仓 |
| NFLX | NETFLIX INC. | $155.86万 | 0.18% | 16,210 | 3,448 | 27.0% | $33.15万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $158.24万 | 0.19% | 29,276 | 11,547 | 65.1% | $62.41万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $164.54万 | 0.19% | 18,600 | 6,468 | 53.3% | $57.22万 | 加仓 |
| IEMG | ISHARES INC | $183.56万 | 0.22% | 26,316 | -256 | -1.0% | -$1.79万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $194.21万 | 0.23% | 50,761 | 1,118 | 2.3% | $4.28万 | 加仓 |
| IUSV | ISHARES TR | $197.39万 | 0.23% | 19,304 | -58 | -0.3% | -$5,931 | 减仓 |
| LLY | ELI LILLY & CO | $201.33万 | 0.24% | 2,189 | 75 | 3.5% | $6.90万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $210.08万 | 0.25% | 3,230 | 504 | 18.5% | $32.78万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $210.64万 | 0.25% | 4,822 | 18 | 0.4% | $7,863 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $211.23万 | 0.25% | 4,408 | 204 | 4.9% | $9.78万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $222.54万 | 0.26% | 6,587 | 114 | 1.8% | $3.85万 | 加仓 |
| SDY | SPDR SERIES TRUST | $236.82万 | 0.28% | 16,227 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $238.64万 | 0.28% | 14,066 | 1,130 | 8.7% | $19.17万 | 加仓 |
| ABBV | ABBVIE INC | $240.70万 | 0.29% | 11,067 | 540 | 5.1% | $11.74万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $252.58万 | 0.30% | 4,227 | 78 | 1.9% | $4.66万 | 加仓 |
| OKTA | OKTA INC | $261.07万 | 0.31% | 33,169 | 59 | 0.2% | $4,644 | 加仓 |
| AGG | ISHARES TR | $261.85万 | 0.31% | 26,378 | 971 | 3.8% | $9.64万 | 加仓 |
| CSCO | CISCO SYS INC | $269.60万 | 0.32% | 34,747 | 1,913 | 5.8% | $14.84万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $270.60万 | 0.32% | 28,050 | 10,332 | 58.3% | $99.67万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $271.18万 | 0.32% | 57,809 | 2,863 | 5.2% | $13.43万 | 加仓 |
| — | WISDOMTREE TR | $277.36万 | 0.33% | 83,737 | 1,273 | 1.5% | $4.22万 | 加仓 |
| DGS | WISDOMTREE TR | $278.49万 | 0.33% | 46,337 | 4,463 | 10.7% | $26.82万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $284.76万 | 0.34% | 14,361 | 1,019 | 7.6% | $20.21万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.34% | 4 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $297.51万 | 0.35% | 28,709 | 9,235 | 47.4% | $95.70万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $301.25万 | 0.36% | 35,379 | 870 | 2.5% | $7.41万 | 加仓 |
| TSLA | TESLA INC | $303.72万 | 0.36% | 8,170 | 279 | 3.5% | $10.37万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $309.88万 | 0.37% | 32,293 | 877 | 2.8% | $8.42万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $317.84万 | 0.38% | 17,637 | 1,075 | 6.5% | $19.37万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $336.58万 | 0.40% | 13,886 | 900 | 6.9% | $21.81万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $355.82万 | 0.42% | 13,670 | -3,533 | -20.5% | -$91.96万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $379.73万 | 0.45% | 23,371 | 1,578 | 7.2% | $25.64万 | 加仓 |
| DDWM | WISDOMTREE TR | $384.24万 | 0.46% | 87,109 | -12,836 | -12.8% | -$56.62万 | 减仓 |
| CB | CHUBB LTD SWITZ | $392.97万 | 0.47% | 12,057 | -3,199 | -21.0% | -$104.27万 | 减仓 |
| EMR | EMERSON ELEC CO | $408.22万 | 0.48% | 31,157 | -8,863 | -22.1% | -$116.12万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $412.69万 | 0.49% | 32,424 | 1,686 | 5.5% | $21.46万 | 加仓 |
| GOOGL | ALPHABET INC | $416.60万 | 0.49% | 14,488 | 429 | 3.1% | $12.34万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $426.17万 | 0.50% | 20,949 | -2,440 | -10.4% | -$49.64万 | 减仓 |
| HSY | HERSHEY CO | $433.49万 | 0.51% | 20,852 | 1,465 | 7.6% | $30.46万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $447.59万 | 0.53% | 25,805 | 2,627 | 11.3% | $45.57万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $465.16万 | 0.55% | 33,376 | -8,400 | -20.1% | -$117.07万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $475.78万 | 0.56% | 42,917 | -27,537 | -39.1% | -$305.28万 | 减仓 |
| QCOM | QUALCOMM INC | $481.15万 | 0.57% | 37,362 | 2,882 | 8.4% | $37.11万 | 加仓 |
| NTAP | NETAPP INC | $526.92万 | 0.62% | 51,462 | 2,626 | 5.4% | $26.89万 | 加仓 |
| HD | HOME DEPOT INC | $540.15万 | 0.64% | 16,423 | 1,116 | 7.3% | $36.70万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $542.71万 | 0.64% | 27,692 | 771 | 2.9% | $15.11万 | 加仓 |
| CRM | SALESFORCE INC | $542.89万 | 0.64% | 29,083 | 1,891 | 7.0% | $35.30万 | 加仓 |
| MRK | MERCK & CO INC | $550.63万 | 0.65% | 45,775 | -6,954 | -13.2% | -$83.65万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $565.22万 | 0.67% | 43,166 | 1,556 | 3.7% | $20.37万 | 加仓 |
| D | DOMINION ENERGY INC | $565.51万 | 0.67% | 91,476 | 3,119 | 3.5% | $19.28万 | 加仓 |
| T | AT&T INC | $576.99万 | 0.68% | 199,032 | 12,629 | 6.8% | $36.61万 | 加仓 |
| RS | RELIANCE INC | $579.79万 | 0.69% | 19,077 | 615 | 3.3% | $18.69万 | 加仓 |
| IMTM | ISHARES TR | $582.38万 | 0.69% | 121,278 | 27,145 | 28.8% | $130.35万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $582.61万 | 0.69% | 127,626 | 6,380 | 5.3% | $29.12万 | 加仓 |
| ALB | ALBEMARLE CORP | $585.45万 | 0.69% | 32,610 | -9,892 | -23.3% | -$177.59万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $586.58万 | 0.69% | 27,759 | -8,410 | -23.3% | -$177.71万 | 减仓 |
| V | VISA INC | $587.01万 | 0.70% | 19,422 | 856 | 4.6% | $25.87万 | 加仓 |
| AMGN | AMGEN INC | $590.62万 | 0.70% | 16,786 | 796 | 5.0% | $28.01万 | 加仓 |
| COR | CENCORA INC | $608.08万 | 0.72% | 19,357 | 285 | 1.5% | $8.95万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $609.73万 | 0.72% | 35,437 | -11,053 | -23.8% | -$190.18万 | 减仓 |
| CMI | CUMMINS INC | $619.37万 | 0.73% | 11,512 | -3,522 | -23.4% | -$189.49万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $627.35万 | 0.74% | 110,878 | 2,847 | 2.6% | $16.11万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $628.56万 | 0.74% | 128,462 | 14,864 | 13.1% | $72.73万 | 加仓 |
| IWO | ISHARES TR | $638.80万 | 0.76% | 20,356 | -1,502 | -6.9% | -$47.13万 | 减仓 |
| HUBB | HUBBELL INC | $641.88万 | 0.76% | 13,080 | 373 | 2.9% | $18.30万 | 加仓 |