OCCUDO QUANTITATIVE STRATEGIES LP
FORT LAUDERDALE FL · SEC CIK 0001819697
$18.82亿2026Q2 申报市值
748持仓数
9.7%前十大占比 · 第一大 1.0%
220 / 265新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FLEX 新建仓+$1,696.99万
HNGE 加仓+$1,671.15万
NAVN 加仓+$1,647.53万
ISRG 加仓+$1,578.27万
WULF 新建仓+$1,523.75万
2026Q2 卖出最多 按季末市值估算
AMD 重新持有-$3,283.19万
SOLS 清仓-$2,076.43万
HPE 重新持有-$1,997.93万
MMM 清仓-$1,985.92万
AAL 减仓-$1,878.88万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -4,809 | -100.0% | -$41.05万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -3,567 | -100.0% | -$38.94万 | 清仓 |
| — | NORTHFIELD BANCORP INC DEL | $0 | 0.00% | 0 | -27,843 | -100.0% | -$38.84万 | 清仓 |
| — | NATIONAL BANKSHARES INC VA | $0 | 0.00% | 0 | -10,540 | -100.0% | -$37.73万 | 清仓 |
| — | AMPLIFY ENERGY CORP NEW | $0 | 0.00% | 0 | -58,863 | -100.0% | -$37.67万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -2,291 | -100.0% | -$36.97万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -3,404 | -100.0% | -$36.50万 | 清仓 |
| BOX | BOX INC | $0 | 0.00% | 0 | -14,923 | -100.0% | -$36.11万 | 清仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $0 | 0.00% | 0 | -3,666 | -100.0% | -$36.05万 | 清仓 |
| TDS | TELEPHONE & DATA SYS INC | $0 | 0.00% | 0 | -7,760 | -100.0% | -$34.97万 | 清仓 |
| — | FLUSHING FINL CORP | $0 | 0.00% | 0 | -21,637 | -100.0% | -$34.88万 | 清仓 |
| JBTM | JBT MAREL CORPORATION | $0 | 0.00% | 0 | -2,943 | -100.0% | -$34.76万 | 清仓 |
| INDB | INDEPENDENT BK CORP MASS | $0 | 0.00% | 0 | -4,342 | -100.0% | -$33.86万 | 清仓 |
| HROW | HARROW INC | $0 | 0.00% | 0 | -8,312 | -100.0% | -$33.69万 | 清仓 |
| HXL | HEXCEL CORP NEW | $0 | 0.00% | 0 | -3,538 | -100.0% | -$33.21万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -2,706 | -100.0% | -$33.12万 | 清仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $0 | 0.00% | 0 | -17,772 | -100.0% | -$32.93万 | 清仓 |
| FRSH | FRESHWORKS INC | $0 | 0.00% | 0 | -39,385 | -100.0% | -$32.14万 | 清仓 |
| LINC | LINCOLN EDL SVCS CORP | $0 | 0.00% | 0 | -7,734 | -100.0% | -$31.82万 | 清仓 |
| CXT | CRANE NXT CO | $0 | 0.00% | 0 | -6,737 | -100.0% | -$30.10万 | 清仓 |
| MUSA | MURPHY USA INC | $0 | 0.00% | 0 | -508 | -100.0% | -$29.87万 | 清仓 |
| MOG/A | MOOG INC | $0 | 0.00% | 0 | -991 | -100.0% | -$29.86万 | 清仓 |
| — | ENHABIT INC | $0 | 0.00% | 0 | -21,628 | -100.0% | -$29.72万 | 清仓 |
| DIOD | DIODES INC | $0 | 0.00% | 0 | -2,755 | -100.0% | -$29.52万 | 清仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $0 | 0.00% | 0 | -27,822 | -100.0% | -$28.80万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -663 | -100.0% | -$28.59万 | 清仓 |
| AROW | ARROW FINL CORP | $0 | 0.00% | 0 | -7,649 | -100.0% | -$28.19万 | 清仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $0 | 0.00% | 0 | -8,888 | -100.0% | -$28.02万 | 清仓 |
| FRST | PRIMIS FINANCIAL CORP | $0 | 0.00% | 0 | -19,026 | -100.0% | -$27.89万 | 清仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $0 | 0.00% | 0 | -19,802 | -100.0% | -$27.80万 | 清仓 |
| ATRO | ASTRONICS CORP | $0 | 0.00% | 0 | -3,822 | -100.0% | -$27.29万 | 清仓 |
| TPG | TPG INC | $0 | 0.00% | 0 | -6,052 | -100.0% | -$26.40万 | 清仓 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -5,074 | -100.0% | -$26.19万 | 清仓 |
| MRX | MAREX GROUP PLC | $0 | 0.00% | 0 | -4,878 | -100.0% | -$26.02万 | 清仓 |
| AMTB | AMERANT BANCORP INC | $0 | 0.00% | 0 | -11,164 | -100.0% | -$25.64万 | 清仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $0 | 0.00% | 0 | -748 | -100.0% | -$25.62万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -1,855 | -100.0% | -$25.38万 | 清仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $0 | 0.00% | 0 | -6,408 | -100.0% | -$24.34万 | 清仓 |
| BGC | BGC GROUP INC | $0 | 0.00% | 0 | -21,432 | -100.0% | -$24.07万 | 清仓 |
| AII | AMERICAN INTEGRITY INS GROUP | $0 | 0.00% | 0 | -11,283 | -100.0% | -$22.11万 | 清仓 |
| ASTE | ASTEC INDS INC | $0 | 0.00% | 0 | -3,224 | -100.0% | -$20.96万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -6,871 | -100.0% | -$20.90万 | 清仓 |
| THRY | THRYV HLDGS INC | $0 | 0.00% | 0 | -57,166 | -100.0% | -$20.47万 | 清仓 |
| BSRR | SIERRA BANCORP | $0 | 0.00% | 0 | -5,576 | -100.0% | -$20.12万 | 清仓 |
| MOV | MOVADO GROUP INC | $0 | 0.00% | 0 | -7,357 | -100.0% | -$20.04万 | 清仓 |
| MATV | MATIV HOLDINGS INC | $0 | 0.00% | 0 | -19,491 | -100.0% | -$18.09万 | 清仓 |
| — | RE/MAX HLDGS INC | $0 | 0.00% | 0 | -16,846 | -100.0% | -$18.03万 | 清仓 |
| ACTG | ACACIA RESH CORP | $0 | 0.00% | 0 | -34,930 | -100.0% | -$17.74万 | 清仓 |
| — | SMART SAND INC | $0 | 0.00% | 0 | -31,182 | -100.0% | -$17.18万 | 清仓 |
| RIG | TRANSOCEAN LTD | $0 | 0.00% | 0 | -21,490 | -100.0% | -$14.66万 | 清仓 |
| — | FREIGHTCAR AMER INC | $0 | 0.00% | 0 | -16,870 | -100.0% | -$13.90万 | 清仓 |
| EVC | ENTRAVISION COMMUNICATIONS C | $0 | 0.00% | 0 | -36,046 | -100.0% | -$13.59万 | 清仓 |
| — | KNOT OFFSHORE PARTNERS LP | $0 | 0.00% | 0 | -12,596 | -100.0% | -$13.58万 | 清仓 |
| VERX | VERTEX INC | $0 | 0.00% | 0 | -10,150 | -100.0% | -$12.56万 | 清仓 |
| — | INTELLICHECK MOBILISA INC | $0 | 0.00% | 0 | -14,082 | -100.0% | -$11.25万 | 清仓 |
| — | CREXENDO INC | $0 | 0.00% | 0 | -16,897 | -100.0% | -$11.05万 | 清仓 |
| — | LINKBANCORP INC | $0 | 0.00% | 0 | -12,442 | -100.0% | -$10.81万 | 清仓 |
| TASK | TASKUS INC | $0 | 0.00% | 0 | -14,078 | -100.0% | -$9.12万 | 清仓 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $0 | 0.00% | 0 | -22,291 | -100.0% | -$8.94万 | 清仓 |
| MEI | METHODE ELECTRS INC | $0 | 0.00% | 0 | -10,844 | -100.0% | -$8.70万 | 清仓 |
| — | MAMMOTH ENERGY SVCS INC | $0 | 0.00% | 0 | -29,336 | -100.0% | -$8.39万 | 清仓 |
| — | CLARUS CORP NEW | $0 | 0.00% | 0 | -25,206 | -100.0% | -$6.57万 | 清仓 |
| — | SPERO THERAPEUTICS INC | $0 | 0.00% | 0 | -16,421 | -100.0% | -$4.12万 | 清仓 |
| — | MICROVAST HOLDINGS INC | $0 | 0.00% | 0 | -14,617 | -100.0% | -$2.82万 | 清仓 |
| — | SEER INC | $0 | 0.00% | 0 | -13,361 | -100.0% | -$2.61万 | 清仓 |
| — | DEFINITIVE HEALTHCARE CORP | $1.37万 | 0.00% | 16,505 | -7,211 | -30.4% | -$5,992 | 减仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $4.58万 | 0.00% | 20,171 | 20,171 | — | $4.58万 | 新建仓 |
| — | IDENTIV INC | $4.69万 | 0.00% | 18,618 | 18,618 | — | $4.69万 | 新建仓 |
| LAW | CS DISCO INC | $5.05万 | 0.00% | 13,369 | 0 | 0.0% | — | 不变 |
| — | HIGH TIDE INC | $5.22万 | 0.00% | 22,875 | 22,875 | — | $5.22万 | 新建仓 |
| — | COMTECH TELECOMMUNICATIONS C | $5.51万 | 0.00% | 26,224 | -1,623 | -5.8% | -$3,408 | 减仓 |
| VTEX | VTEX | $5.57万 | 0.00% | 13,929 | 13,929 | — | $5.57万 | 新建仓 |
| RXST | RXSIGHT INC | $5.85万 | 0.00% | 12,141 | 12,141 | — | $5.85万 | 新建仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $6.06万 | 0.00% | 18,153 | 18,153 | — | $6.06万 | 新建仓 |
| — | AMERICAN VANGUARD CORP | $6.67万 | 0.00% | 23,817 | -13,422 | -36.0% | -$3.76万 | 减仓 |
| XRX | XEROX HOLDINGS CORP | $6.88万 | 0.00% | 21,973 | 0 | 0.0% | — | 不变 |
| HDSN | HUDSON TECHNOLOGIES INC | $6.90万 | 0.00% | 12,029 | 12,029 | — | $6.90万 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $7.94万 | 0.00% | 13,689 | -11,569 | -45.8% | -$6.71万 | 减仓 |
| BUR | BURFORD CAPITAL LIMITED | $8.33万 | 0.00% | 20,306 | 20,306 | — | $8.33万 | 新建仓 |
| — | AMERICAS CAR-MART INC | $8.71万 | 0.00% | 31,202 | 11,224 | 56.2% | $3.13万 | 加仓 |
| ANGI | ANGI INC | $9.19万 | 0.00% | 15,444 | 15,444 | — | $9.19万 | 新建仓 |
| — | EXAGEN INC | $9.59万 | 0.01% | 20,632 | -7,202 | -25.9% | -$3.35万 | 减仓 |
| — | COYA THERAPEUTICS INC | $9.84万 | 0.01% | 16,823 | -6,819 | -28.8% | -$3.99万 | 减仓 |
| — | KORU MEDICAL SYSTEMS INC | $10.03万 | 0.01% | 23,874 | 7,040 | 41.8% | $2.96万 | 加仓 |
| — | CITIZENS INC | $10.31万 | 0.01% | 17,958 | 17,958 | — | $10.31万 | 新建仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $10.36万 | 0.01% | 45,735 | 45,735 | — | $10.36万 | 新建仓 |
| — | NEURAXIS INC | $10.36万 | 0.01% | 14,174 | 14,174 | — | $10.36万 | 新建仓 |
| — | SILVERCREST ASSET MGMT GROUP | $10.66万 | 0.01% | 10,544 | 10,544 | — | $10.66万 | 新建仓 |
| MASS | 908 DEVICES INC | $10.66万 | 0.01% | 12,256 | 12,256 | — | $10.66万 | 新建仓 |
| — | AIRO GROUP HLDGS INC | $10.96万 | 0.01% | 14,831 | 14,831 | — | $10.96万 | 新建仓 |
| DBI | DESIGNER BRANDS INC | $11.07万 | 0.01% | 18,986 | -20,409 | -51.8% | -$11.90万 | 减仓 |
| TIC | TIC SOLUTIONS INC | $11.39万 | 0.01% | 14,077 | 14,077 | — | $11.39万 | 新建仓 |
| — | 1STDIBS COM INC | $11.63万 | 0.01% | 23,738 | 1,735 | 7.9% | $8,501 | 加仓 |
| — | AIRGAIN INC | $11.68万 | 0.01% | 18,538 | 18,538 | — | $11.68万 | 新建仓 |
| — | EVOLUTION PETE CORP | $11.85万 | 0.01% | 32,203 | 13,798 | 75.0% | $5.08万 | 重新持有 |
| RSVR | RESERVOIR MEDIA INC | $12.07万 | 0.01% | 12,202 | 12,202 | — | $12.07万 | 新建仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $12.69万 | 0.01% | 22,869 | 22,869 | — | $12.69万 | 新建仓 |
| — | SIGHT SCIENCES INC | $13.26万 | 0.01% | 24,467 | 6,189 | 33.9% | $3.35万 | 加仓 |
| — | SUPERIOR GROUP OF CO INC | $13.78万 | 0.01% | 10,502 | 10,502 | — | $13.78万 | 新建仓 |
| GTE | GRAN TIERRA ENERGY INC | $13.97万 | 0.01% | 22,358 | 11,371 | 103.5% | $7.11万 | 加仓 |