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 |
|---|---|---|---|---|---|---|---|---|
| BKR | BAKER HUGHES COMPANY | $642.82万 | 0.76% | 105,294 | 3,027 | 3.0% | $18.48万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $645.95万 | 0.77% | 39,356 | 1,722 | 4.6% | $28.26万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $685.44万 | 0.81% | 51,576 | -13,176 | -20.3% | -$175.11万 | 减仓 |
| CAT | CATERPILLAR INC | $714.82万 | 0.85% | 10,090 | -2,791 | -21.7% | -$197.73万 | 减仓 |
| MS | MORGAN STANLEY | $731.28万 | 0.87% | 44,436 | 826 | 1.9% | $13.59万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $754.49万 | 0.89% | 77,060 | 997 | 1.3% | $9.76万 | 加仓 |
| IJS | ISHARES TR | $825.04万 | 0.98% | 69,653 | 7,118 | 11.4% | $84.31万 | 加仓 |
| WMT | WALMART INC | $960.06万 | 1.14% | 77,250 | 2,479 | 3.3% | $30.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $979.12万 | 1.16% | 33,285 | 398 | 1.2% | $11.71万 | 加仓 |
| IWP | ISHARES TR | $1,035.20万 | 1.23% | 80,800 | -8,935 | -10.0% | -$114.47万 | 减仓 |
| AMZN | AMAZON COM INC | $1,035.73万 | 1.23% | 49,730 | 15,318 | 44.5% | $319.03万 | 加仓 |
| — | WISDOMTREE TR | $1,118.06万 | 1.32% | 170,657 | 32,042 | 23.1% | $209.92万 | 加仓 |
| HYG | ISHARES TR | $1,160.95万 | 1.38% | 145,921 | 26,295 | 22.0% | $209.20万 | 加仓 |
| EMB | ISHARES TR | $1,243.36万 | 1.47% | 132,371 | 18,834 | 16.6% | $176.91万 | 加仓 |
| META | META PLATFORMS INC | $1,294.77万 | 1.53% | 22,631 | -185 | -0.8% | -$10.58万 | 减仓 |
| IAGG | ISHARES TR | $1,341.30万 | 1.59% | 268,046 | 42,427 | 18.8% | $212.30万 | 加仓 |
| IWS | ISHARES TR | $1,362.57万 | 1.61% | 93,493 | 2,206 | 2.4% | $32.15万 | 加仓 |
| IVE | ISHARES TR | $1,438.40万 | 1.70% | 68,122 | 657 | 1.0% | $13.87万 | 加仓 |
| IWF | ISHARES TR | $1,520.51万 | 1.80% | 35,659 | -6,784 | -16.0% | -$289.27万 | 减仓 |
| TLT | ISHARES TR | $1,581.83万 | 1.87% | 182,470 | 10,595 | 6.2% | $91.85万 | 加仓 |
| GOOG | ALPHABET INC | $1,734.86万 | 2.06% | 60,478 | 3,809 | 6.7% | $109.26万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,921.21万 | 2.28% | 421,133 | 26,099 | 6.6% | $119.06万 | 加仓 |
| BNDC | FLEXSHARES TR | $1,959.61万 | 2.32% | 881,157 | 45,580 | 5.5% | $101.37万 | 加仓 |
| SGOV | ISHARES TR | $2,126.98万 | 2.52% | 211,303 | 211,303 | — | $2,126.98万 | 新建仓 |
| MSFT | MICROSOFT CORP | $2,206.87万 | 2.61% | 59,618 | 2,729 | 4.8% | $101.02万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $2,569.10万 | 3.04% | 854,373 | 52,731 | 6.6% | $158.56万 | 加仓 |
| FLOT | ISHARES TR | $2,746.01万 | 3.25% | 538,962 | -17,514 | -3.1% | -$89.23万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $2,780.35万 | 3.29% | 828,966 | 46,740 | 6.0% | $156.77万 | 加仓 |
| AAPL | APPLE INC | $4,586.71万 | 5.43% | 180,729 | 2,506 | 1.4% | $63.60万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,663.82万 | 6.71% | 324,760 | 7,948 | 2.5% | $138.61万 | 加仓 |