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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $5,663.82万 | 6.71% | 324,760 | 7,948 | 2.5% | $138.61万 | 加仓 |
| AAPL | APPLE INC | $4,586.71万 | 5.43% | 180,729 | 2,506 | 1.4% | $63.60万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $2,780.35万 | 3.29% | 828,966 | 46,740 | 6.0% | $156.77万 | 加仓 |
| FLOT | ISHARES TR | $2,746.01万 | 3.25% | 538,962 | -17,514 | -3.1% | -$89.23万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $2,569.10万 | 3.04% | 854,373 | 52,731 | 6.6% | $158.56万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,206.87万 | 2.61% | 59,618 | 2,729 | 4.8% | $101.02万 | 加仓 |
| SGOV | ISHARES TR | $2,126.98万 | 2.52% | 211,303 | 211,303 | — | $2,126.98万 | 新建仓 |
| BNDC | FLEXSHARES TR | $1,959.61万 | 2.32% | 881,157 | 45,580 | 5.5% | $101.37万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,921.21万 | 2.28% | 421,133 | 26,099 | 6.6% | $119.06万 | 加仓 |
| GOOG | ALPHABET INC | $1,734.86万 | 2.06% | 60,478 | 3,809 | 6.7% | $109.26万 | 加仓 |
| TLT | ISHARES TR | $1,581.83万 | 1.87% | 182,470 | 10,595 | 6.2% | $91.85万 | 加仓 |
| IWF | ISHARES TR | $1,520.51万 | 1.80% | 35,659 | -6,784 | -16.0% | -$289.27万 | 减仓 |
| IVE | ISHARES TR | $1,438.40万 | 1.70% | 68,122 | 657 | 1.0% | $13.87万 | 加仓 |
| IWS | ISHARES TR | $1,362.57万 | 1.61% | 93,493 | 2,206 | 2.4% | $32.15万 | 加仓 |
| IAGG | ISHARES TR | $1,341.30万 | 1.59% | 268,046 | 42,427 | 18.8% | $212.30万 | 加仓 |
| META | META PLATFORMS INC | $1,294.77万 | 1.53% | 22,631 | -185 | -0.8% | -$10.58万 | 减仓 |
| EMB | ISHARES TR | $1,243.36万 | 1.47% | 132,371 | 18,834 | 16.6% | $176.91万 | 加仓 |
| HYG | ISHARES TR | $1,160.95万 | 1.38% | 145,921 | 26,295 | 22.0% | $209.20万 | 加仓 |
| — | WISDOMTREE TR | $1,118.06万 | 1.32% | 170,657 | 32,042 | 23.1% | $209.92万 | 加仓 |
| AMZN | AMAZON COM INC | $1,035.73万 | 1.23% | 49,730 | 15,318 | 44.5% | $319.03万 | 加仓 |
| IWP | ISHARES TR | $1,035.20万 | 1.23% | 80,800 | -8,935 | -10.0% | -$114.47万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $979.12万 | 1.16% | 33,285 | 398 | 1.2% | $11.71万 | 加仓 |
| WMT | WALMART INC | $960.06万 | 1.14% | 77,250 | 2,479 | 3.3% | $30.81万 | 加仓 |
| IJS | ISHARES TR | $825.04万 | 0.98% | 69,653 | 7,118 | 11.4% | $84.31万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $754.49万 | 0.89% | 77,060 | 997 | 1.3% | $9.76万 | 加仓 |
| MS | MORGAN STANLEY | $731.28万 | 0.87% | 44,436 | 826 | 1.9% | $13.59万 | 加仓 |
| CAT | CATERPILLAR INC | $714.82万 | 0.85% | 10,090 | -2,791 | -21.7% | -$197.73万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $685.44万 | 0.81% | 51,576 | -13,176 | -20.3% | -$175.11万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $645.95万 | 0.77% | 39,356 | 1,722 | 4.6% | $28.26万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $642.82万 | 0.76% | 105,294 | 3,027 | 3.0% | $18.48万 | 加仓 |
| HUBB | HUBBELL INC | $641.88万 | 0.76% | 13,080 | 373 | 2.9% | $18.30万 | 加仓 |
| IWO | ISHARES TR | $638.80万 | 0.76% | 20,356 | -1,502 | -6.9% | -$47.13万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $628.56万 | 0.74% | 128,462 | 14,864 | 13.1% | $72.73万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $627.35万 | 0.74% | 110,878 | 2,847 | 2.6% | $16.11万 | 加仓 |
| CMI | CUMMINS INC | $619.37万 | 0.73% | 11,512 | -3,522 | -23.4% | -$189.49万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $609.73万 | 0.72% | 35,437 | -11,053 | -23.8% | -$190.18万 | 减仓 |
| COR | CENCORA INC | $608.08万 | 0.72% | 19,357 | 285 | 1.5% | $8.95万 | 加仓 |
| AMGN | AMGEN INC | $590.62万 | 0.70% | 16,786 | 796 | 5.0% | $28.01万 | 加仓 |
| V | VISA INC | $587.01万 | 0.70% | 19,422 | 856 | 4.6% | $25.87万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $586.58万 | 0.69% | 27,759 | -8,410 | -23.3% | -$177.71万 | 减仓 |
| ALB | ALBEMARLE CORP | $585.45万 | 0.69% | 32,610 | -9,892 | -23.3% | -$177.59万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $582.61万 | 0.69% | 127,626 | 6,380 | 5.3% | $29.12万 | 加仓 |
| IMTM | ISHARES TR | $582.38万 | 0.69% | 121,278 | 27,145 | 28.8% | $130.35万 | 加仓 |
| RS | RELIANCE INC | $579.79万 | 0.69% | 19,077 | 615 | 3.3% | $18.69万 | 加仓 |
| T | AT&T INC | $576.99万 | 0.68% | 199,032 | 12,629 | 6.8% | $36.61万 | 加仓 |
| D | DOMINION ENERGY INC | $565.51万 | 0.67% | 91,476 | 3,119 | 3.5% | $19.28万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $565.22万 | 0.67% | 43,166 | 1,556 | 3.7% | $20.37万 | 加仓 |
| MRK | MERCK & CO INC | $550.63万 | 0.65% | 45,775 | -6,954 | -13.2% | -$83.65万 | 减仓 |
| CRM | SALESFORCE INC | $542.89万 | 0.64% | 29,083 | 1,891 | 7.0% | $35.30万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $542.71万 | 0.64% | 27,692 | 771 | 2.9% | $15.11万 | 加仓 |
| HD | HOME DEPOT INC | $540.15万 | 0.64% | 16,423 | 1,116 | 7.3% | $36.70万 | 加仓 |
| NTAP | NETAPP INC | $526.92万 | 0.62% | 51,462 | 2,626 | 5.4% | $26.89万 | 加仓 |
| QCOM | QUALCOMM INC | $481.15万 | 0.57% | 37,362 | 2,882 | 8.4% | $37.11万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $475.78万 | 0.56% | 42,917 | -27,537 | -39.1% | -$305.28万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $465.16万 | 0.55% | 33,376 | -8,400 | -20.1% | -$117.07万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $447.59万 | 0.53% | 25,805 | 2,627 | 11.3% | $45.57万 | 加仓 |
| HSY | HERSHEY CO | $433.49万 | 0.51% | 20,852 | 1,465 | 7.6% | $30.46万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $426.17万 | 0.50% | 20,949 | -2,440 | -10.4% | -$49.64万 | 减仓 |
| GOOGL | ALPHABET INC | $416.60万 | 0.49% | 14,488 | 429 | 3.1% | $12.34万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $412.69万 | 0.49% | 32,424 | 1,686 | 5.5% | $21.46万 | 加仓 |
| EMR | EMERSON ELEC CO | $408.22万 | 0.48% | 31,157 | -8,863 | -22.1% | -$116.12万 | 减仓 |
| CB | CHUBB LTD SWITZ | $392.97万 | 0.47% | 12,057 | -3,199 | -21.0% | -$104.27万 | 减仓 |
| DDWM | WISDOMTREE TR | $384.24万 | 0.46% | 87,109 | -12,836 | -12.8% | -$56.62万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $379.73万 | 0.45% | 23,371 | 1,578 | 7.2% | $25.64万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $355.82万 | 0.42% | 13,670 | -3,533 | -20.5% | -$91.96万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $336.58万 | 0.40% | 13,886 | 900 | 6.9% | $21.81万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $317.84万 | 0.38% | 17,637 | 1,075 | 6.5% | $19.37万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $309.88万 | 0.37% | 32,293 | 877 | 2.8% | $8.42万 | 加仓 |
| TSLA | TESLA INC | $303.72万 | 0.36% | 8,170 | 279 | 3.5% | $10.37万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $301.25万 | 0.36% | 35,379 | 870 | 2.5% | $7.41万 | 加仓 |
| CLX | CLOROX CO DEL | $297.51万 | 0.35% | 28,709 | 9,235 | 47.4% | $95.70万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.34% | 4 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $284.76万 | 0.34% | 14,361 | 1,019 | 7.6% | $20.21万 | 加仓 |
| DGS | WISDOMTREE TR | $278.49万 | 0.33% | 46,337 | 4,463 | 10.7% | $26.82万 | 加仓 |
| — | WISDOMTREE TR | $277.36万 | 0.33% | 83,737 | 1,273 | 1.5% | $4.22万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $271.18万 | 0.32% | 57,809 | 2,863 | 5.2% | $13.43万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $270.60万 | 0.32% | 28,050 | 10,332 | 58.3% | $99.67万 | 加仓 |
| CSCO | CISCO SYS INC | $269.60万 | 0.32% | 34,747 | 1,913 | 5.8% | $14.84万 | 加仓 |
| AGG | ISHARES TR | $261.85万 | 0.31% | 26,378 | 971 | 3.8% | $9.64万 | 加仓 |
| OKTA | OKTA INC | $261.07万 | 0.31% | 33,169 | 59 | 0.2% | $4,644 | 加仓 |
| VOO | VANGUARD INDEX FDS | $252.58万 | 0.30% | 4,227 | 78 | 1.9% | $4.66万 | 加仓 |
| ABBV | ABBVIE INC | $240.70万 | 0.29% | 11,067 | 540 | 5.1% | $11.74万 | 加仓 |
| — | EXXON MOBIL CORP | $238.64万 | 0.28% | 14,066 | 1,130 | 8.7% | $19.17万 | 加仓 |
| SDY | SPDR SERIES TRUST | $236.82万 | 0.28% | 16,227 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $222.54万 | 0.26% | 6,587 | 114 | 1.8% | $3.85万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $211.23万 | 0.25% | 4,408 | 204 | 4.9% | $9.78万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $210.64万 | 0.25% | 4,822 | 18 | 0.4% | $7,863 | 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 |
| LLY | ELI LILLY & CO | $201.33万 | 0.24% | 2,189 | 75 | 3.5% | $6.90万 | 加仓 |
| IUSV | ISHARES TR | $197.39万 | 0.23% | 19,304 | -58 | -0.3% | -$5,931 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $194.21万 | 0.23% | 50,761 | 1,118 | 2.3% | $4.28万 | 加仓 |
| IEMG | ISHARES INC | $183.56万 | 0.22% | 26,316 | -256 | -1.0% | -$1.79万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $164.54万 | 0.19% | 18,600 | 6,468 | 53.3% | $57.22万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $158.24万 | 0.19% | 29,276 | 11,547 | 65.1% | $62.41万 | 加仓 |
| NFLX | NETFLIX INC. | $155.86万 | 0.18% | 16,210 | 3,448 | 27.0% | $33.15万 | 加仓 |
| AVGO | BROADCOM INC | $152.68万 | 0.18% | 4,933 | 662 | 15.5% | $20.49万 | 加仓 |
| DGRO | ISHARES TR | $146.59万 | 0.17% | 20,888 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $142.25万 | 0.17% | 9,395 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $137.81万 | 0.16% | 2,388 | 743 | 45.2% | $42.88万 | 加仓 |
| CVX | CHEVRON CORPORATION | $135.36万 | 0.16% | 6,542 | 752 | 13.0% | $15.56万 | 加仓 |