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 |
|---|---|---|---|---|---|---|---|---|
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -93,788 | -100.0% | -$350.95万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -40,636 | -100.0% | -$349.27万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -48,332 | -100.0% | -$331.51万 | 清仓 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | -157,746 | -100.0% | -$327.95万 | 清仓 |
| JBS | JBS N.V. | $0 | 0.00% | 0 | -204,077 | -100.0% | -$327.75万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -32,093 | -100.0% | -$323.53万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -16,743 | -100.0% | -$310.98万 | 清仓 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 0 | -81,263 | -100.0% | -$310.42万 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -43,591 | -100.0% | -$305.88万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -13,493 | -100.0% | -$299.22万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -141,235 | -100.0% | -$294.62万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -10,116 | -100.0% | -$293.95万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -7,834 | -100.0% | -$285.38万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -12,663 | -100.0% | -$282.38万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -109,225 | -100.0% | -$277.65万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -20,976 | -100.0% | -$274.11万 | 清仓 |
| SLAB | SILICON LABORATORIES INC | $0 | 0.00% | 0 | -12,045 | -100.0% | -$262.22万 | 清仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $0 | 0.00% | 0 | -26,635 | -100.0% | -$256.84万 | 清仓 |
| FIGS | FIGS INC | $0 | 0.00% | 0 | -169,852 | -100.0% | -$254.10万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -49,177 | -100.0% | -$253.26万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -24,459 | -100.0% | -$253.10万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -13,845 | -100.0% | -$247.42万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -5,706 | -100.0% | -$247.08万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -167,502 | -100.0% | -$242.04万 | 清仓 |
| FFIN | FIRST FINL BANKSHARES INC | $0 | 0.00% | 0 | -74,616 | -100.0% | -$240.79万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -5,166 | -100.0% | -$230.69万 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -9,612 | -100.0% | -$226.36万 | 清仓 |
| KBH | KB HOME | $0 | 0.00% | 0 | -42,581 | -100.0% | -$225.64万 | 清仓 |
| QTWO | Q2 HLDGS INC | $0 | 0.00% | 0 | -43,439 | -100.0% | -$220.45万 | 清仓 |
| MWH | SOLV ENERGY INC | $0 | 0.00% | 0 | -54,889 | -100.0% | -$218.68万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -5,654 | -100.0% | -$212.83万 | 清仓 |
| BANC | BANC OF CALIFORNIA INC | $0 | 0.00% | 0 | -112,293 | -100.0% | -$210.32万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -15,187 | -100.0% | -$208.23万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -11,269 | -100.0% | -$201.07万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -2,206 | -100.0% | -$200.62万 | 清仓 |
| ALLY | ALLY FINL INC | $0 | 0.00% | 0 | -45,131 | -100.0% | -$200.34万 | 清仓 |
| WMG | WARNER MUSIC GROUP CORP | $0 | 0.00% | 0 | -69,263 | -100.0% | -$195.81万 | 清仓 |
| TTC | TORO CO | $0 | 0.00% | 0 | -20,216 | -100.0% | -$192.40万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -42,320 | -100.0% | -$190.14万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -5,718 | -100.0% | -$188.60万 | 清仓 |
| CENX | CENTURY ALUM CO | $0 | 0.00% | 0 | -31,518 | -100.0% | -$187.34万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -5,883 | -100.0% | -$183.34万 | 清仓 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -7,240 | -100.0% | -$182.11万 | 清仓 |
| AMBA | AMBARELLA INC | $0 | 0.00% | 0 | -25,210 | -100.0% | -$173.44万 | 清仓 |
| — | ACV AUCTIONS INC | $0 | 0.00% | 0 | -331,557 | -100.0% | -$172.08万 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -6,360 | -100.0% | -$171.65万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -5,320 | -100.0% | -$170.09万 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -17,246 | -100.0% | -$169.06万 | 清仓 |
| SUNC | SUNOCOCORP LLC | $0 | 0.00% | 0 | -24,990 | -100.0% | -$166.63万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -21,848 | -100.0% | -$165.74万 | 清仓 |
| RBC | RBC BEARINGS INC | $0 | 0.00% | 0 | -2,764 | -100.0% | -$165.59万 | 清仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $0 | 0.00% | 0 | -33,868 | -100.0% | -$163.11万 | 清仓 |
| BWA | BORGWARNER INC | $0 | 0.00% | 0 | -28,543 | -100.0% | -$162.61万 | 清仓 |
| POST | POST HLDGS INC | $0 | 0.00% | 0 | -15,495 | -100.0% | -$162.31万 | 清仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -96,581 | -100.0% | -$159.36万 | 清仓 |
| RPD | RAPID7 INC | $0 | 0.00% | 0 | -269,883 | -100.0% | -$159.23万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -2,203 | -100.0% | -$158.66万 | 清仓 |
| NWN | NORTHWEST NAT HLDG CO | $0 | 0.00% | 0 | -29,858 | -100.0% | -$158.25万 | 清仓 |
| POWL | POWELL INDS INC | $0 | 0.00% | 0 | -17,052 | -100.0% | -$157.60万 | 清仓 |
| VRNS | VARONIS SYS INC | $0 | 0.00% | 0 | -59,471 | -100.0% | -$156.41万 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -62,710 | -100.0% | -$152.32万 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | -5,229 | -100.0% | -$150.88万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -10,427 | -100.0% | -$148.21万 | 清仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $0 | 0.00% | 0 | -56,723 | -100.0% | -$147.14万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -40,366 | -100.0% | -$146.17万 | 清仓 |
| SHAK | SHAKE SHACK INC | $0 | 0.00% | 0 | -13,572 | -100.0% | -$139.06万 | 清仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $0 | 0.00% | 0 | -65,508 | -100.0% | -$137.96万 | 清仓 |
| BELFB | BEL FUSE INC | $0 | 0.00% | 0 | -4,940 | -100.0% | -$136.26万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -2,281 | -100.0% | -$134.55万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -4,967 | -100.0% | -$128.15万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -15,869 | -100.0% | -$126.16万 | 清仓 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | -45,364 | -100.0% | -$124.93万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -19,906 | -100.0% | -$118.54万 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -3,581 | -100.0% | -$115.99万 | 清仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $0 | 0.00% | 0 | -38,458 | -100.0% | -$115.91万 | 清仓 |
| SNX | TD SYNNEX CORPORATION | $0 | 0.00% | 0 | -5,022 | -100.0% | -$114.59万 | 清仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $0 | 0.00% | 0 | -20,161 | -100.0% | -$113.55万 | 清仓 |
| DB | DEUTSCHE BK AG | $0 | 0.00% | 0 | -36,553 | -100.0% | -$113.50万 | 清仓 |
| TDC | TERADATA CORP DEL | $0 | 0.00% | 0 | -40,542 | -100.0% | -$106.83万 | 清仓 |
| VIRT | VIRTU FINL INC | $0 | 0.00% | 0 | -21,419 | -100.0% | -$106.37万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -47,699 | -100.0% | -$105.61万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -5,065 | -100.0% | -$104.54万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -12,294 | -100.0% | -$100.63万 | 清仓 |
| LEA | LEAR CORP | $0 | 0.00% | 0 | -7,764 | -100.0% | -$98.70万 | 清仓 |
| SPT | SPROUT SOCIAL INC | $0 | 0.00% | 0 | -164,128 | -100.0% | -$98.48万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -2,863 | -100.0% | -$96.62万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -24,228 | -100.0% | -$95.31万 | 清仓 |
| NJR | NEW JERSEY RES CORP | $0 | 0.00% | 0 | -16,707 | -100.0% | -$94.08万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -3,465 | -100.0% | -$94.02万 | 清仓 |
| RLI | RLI CORP | $0 | 0.00% | 0 | -18,056 | -100.0% | -$93.48万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -1,510 | -100.0% | -$92.40万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -2,922 | -100.0% | -$92.08万 | 清仓 |
| SLGN | SILGAN HLDGS INC | $0 | 0.00% | 0 | -22,164 | -100.0% | -$89.88万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -4,107 | -100.0% | -$89.23万 | 清仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $0 | 0.00% | 0 | -50,487 | -100.0% | -$87.95万 | 清仓 |
| NTSK | NETSKOPE INC | $0 | 0.00% | 0 | -88,057 | -100.0% | -$87.70万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -3,371 | -100.0% | -$86.36万 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -36,026 | -100.0% | -$83.83万 | 清仓 |
| QLYS | QUALYS INC | $0 | 0.00% | 0 | -9,386 | -100.0% | -$81.59万 | 清仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $0 | 0.00% | 0 | -28,153 | -100.0% | -$81.56万 | 清仓 |