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 |
|---|---|---|---|---|---|---|---|---|
| QLYS | QUALYS INC | $0 | 0.00% | 0 | -1,884 | -100.0% | -$25.04万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -699 | -100.0% | -$24.72万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PGNY | PROGYNY INC | $0 | 0.00% | 0 | -9,370 | -100.0% | -$24.06万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -1,481 | -100.0% | -$23.94万 | 清仓 |
| YETI | YETI HLDGS INC | $0 | 0.00% | 0 | -5,380 | -100.0% | -$23.76万 | 清仓 |
| YOU | CLEAR SECURE INC | $0 | 0.00% | 0 | -6,696 | -100.0% | -$23.49万 | 清仓 |
| CVCO | CAVCO INDS INC DEL | $0 | 0.00% | 0 | -397 | -100.0% | -$23.45万 | 清仓 |
| BOX | BOX INC | $0 | 0.00% | 0 | -7,833 | -100.0% | -$23.43万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -2,924 | -100.0% | -$23.11万 | 清仓 |
| CRUS | CIRRUS LOGIC INC | $0 | 0.00% | 0 | -1,911 | -100.0% | -$22.65万 | 清仓 |
| SKY | CHAMPION HOMES INC | $0 | 0.00% | 0 | -2,676 | -100.0% | -$22.61万 | 清仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -2,928 | -100.0% | -$22.45万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED | $0 | 0.00% | 0 | -3,895 | -100.0% | -$22.30万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -165 | -100.0% | -$21.94万 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | -845 | -100.0% | -$21.92万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -3,330 | -100.0% | -$21.68万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -7,219 | -100.0% | -$20.80万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,022 | -100.0% | -$20.20万 | 清仓 |
| EAGG | ISHARES TR | $0 | 0.00% | 0 | -4,198 | -100.0% | -$20.09万 | 清仓 |
| — | TERRA INNOVATUM GLOBAL NV | $0 | 0.00% | 0 | -38,717 | -100.0% | -$17.89万 | 清仓 |
| LAC | LITHIUM AMERS CORP NEW | $0 | 0.00% | 0 | -34,032 | -100.0% | -$14.84万 | 清仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $0 | 0.00% | 0 | -10,256 | -100.0% | -$12.33万 | 清仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $0 | 0.00% | 0 | -12,693 | -100.0% | -$10.90万 | 清仓 |
| LION | LIONSGATE STUDIOS CORP | $0 | 0.00% | 0 | -11,468 | -100.0% | -$10.47万 | 清仓 |
| LNG | CHENIERE ENERGY INC 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$5,960 | 清仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $0 | 0.00% | 0 | -800 | -100.0% | -$304 | 清仓 |