Odyssean, LLC
DARIEN CT · SEC CIK 0002092853
$2.74亿2026Q1 申报市值
418持仓数
6.0%前十大占比 · 第一大 0.7%
233 / 38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
SAM 新建仓+$149.23万
DUK 新建仓+$148.97万
AEP 新建仓+$144.12万
BRK/B 新建仓+$143.38万
PG 新建仓+$140.44万
2026Q1 卖出最多 按季末市值估算
FWONK 清仓-$77.08万
SPOT 清仓-$75.55万
DAYFORCE INC 清仓-$75.09万
FTV 清仓-$74.99万
ABBV 清仓-$74.46万
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 |
|---|---|---|---|---|---|---|---|---|
| ACHR | ARCHER AVIATION INC | $16.72万 | 0.06% | 32,334 | 19,489 | 151.7% | $10.08万 | 加仓 |
| JRVR | JAMES RIV GROUP HOLDINGS INC | $16.79万 | 0.06% | 26,648 | 4,452 | 20.1% | $2.80万 | 加仓 |
| — | AVANOS MED INC | $16.97万 | 0.06% | 12,116 | 12,116 | — | $16.97万 | 新建仓 |
| — | CROSS CTRY HEALTHCARE INC | $17.08万 | 0.06% | 18,172 | 18,172 | — | $17.08万 | 新建仓 |
| WEN | WENDYS CO | $17.67万 | 0.06% | 25,420 | 25,420 | — | $17.67万 | 新建仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $17.72万 | 0.06% | 22,956 | 22,956 | — | $17.72万 | 新建仓 |
| — | MISTER CAR WASH INC | $18.04万 | 0.07% | 25,883 | 25,883 | — | $18.04万 | 新建仓 |
| ALEC | ALECTOR INC | $19.30万 | 0.07% | 89,783 | 89,783 | — | $19.30万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $19.74万 | 0.07% | 23,897 | 23,897 | — | $19.74万 | 新建仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $19.94万 | 0.07% | 13,725 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $20.27万 | 0.07% | 60 | 60 | — | $20.27万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $20.34万 | 0.07% | 983 | 983 | — | $20.34万 | 新建仓 |
| PRGO | PERRIGO CO PLC | $20.46万 | 0.07% | 19,052 | 19,052 | — | $20.46万 | 新建仓 |
| GEF | GREIF INC | $20.66万 | 0.08% | 3,080 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $20.83万 | 0.08% | 2,397 | 2,397 | — | $20.83万 | 新建仓 |
| SEG | SEAPORT ENTMT GROUP INC | $20.89万 | 0.08% | 9,723 | 9,723 | — | $20.89万 | 新建仓 |
| NUE | NUCOR CORP | $20.90万 | 0.08% | 1,236 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $21.03万 | 0.08% | 2,893 | 2,893 | — | $21.03万 | 新建仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $21.24万 | 0.08% | 52,434 | 0 | 0.0% | — | 不变 |
| CAC | CAMDEN NATL CORP | $21.31万 | 0.08% | 4,492 | 4,492 | — | $21.31万 | 新建仓 |
| DIOD | DIODES INC | $21.34万 | 0.08% | 3,127 | 3,127 | — | $21.34万 | 新建仓 |
| TW | TRADEWEB MKTS INC | $21.37万 | 0.08% | 1,816 | 1,816 | — | $21.37万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $21.44万 | 0.08% | 2,247 | 2,247 | — | $21.44万 | 新建仓 |
| WAFD | WAFD INC | $21.49万 | 0.08% | 6,845 | 6,845 | — | $21.49万 | 新建仓 |
| BNL | BROADSTONE NET LEASE INC | $21.55万 | 0.08% | 11,793 | 11,793 | — | $21.55万 | 新建仓 |
| CBRE | CBRE GROUP INC | $21.61万 | 0.08% | 1,595 | 1,595 | — | $21.61万 | 新建仓 |
| STC | STEWART INFORMATION SVCS COR | $21.79万 | 0.08% | 3,539 | 3,539 | — | $21.79万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $21.84万 | 0.08% | 3,513 | 3,513 | — | $21.84万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $21.93万 | 0.08% | 752 | 752 | — | $21.93万 | 新建仓 |
| MKL | MARKEL GROUP INC | $22.01万 | 0.08% | 115 | 115 | — | $22.01万 | 新建仓 |
| NMIH | NMI HLDGS INC | $22.18万 | 0.08% | 5,914 | 5,914 | — | $22.18万 | 新建仓 |
| FHB | FIRST HAWAIIAN INC | $22.20万 | 0.08% | 9,010 | 9,010 | — | $22.20万 | 新建仓 |
| SLAB | SILICON LABORATORIES INC | $22.25万 | 0.08% | 1,069 | 1,069 | — | $22.25万 | 新建仓 |
| OLN | OLIN CORP | $22.29万 | 0.08% | 7,496 | 7,496 | — | $22.29万 | 新建仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $22.37万 | 0.08% | 16,117 | -3,443 | -17.6% | -$4.78万 | 减仓 |
| FBP | FIRST BANCORP CORPORATION | $22.44万 | 0.08% | 10,506 | 10,506 | — | $22.44万 | 新建仓 |
| SYNA | SYNAPTICS INC | $22.59万 | 0.08% | 3,226 | 3,226 | — | $22.59万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.68万 | 0.08% | 838 | 838 | — | $22.68万 | 新建仓 |
| MKTX | MARKETAXESS HLDGS INC | $22.78万 | 0.08% | 1,381 | -2,776 | -66.8% | -$45.80万 | 减仓 |
| OEC | ORION S.A. | $22.94万 | 0.08% | 35,294 | 0 | 0.0% | — | 不变 |
| ACCO | ACCO BRANDS CORP | $22.95万 | 0.08% | 76,487 | 39,730 | 108.1% | $11.92万 | 加仓 |
| DAL | DELTA AIR LINES INC | $23.03万 | 0.08% | 3,464 | 3,464 | — | $23.03万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $23.05万 | 0.08% | 3,723 | 3,723 | — | $23.05万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $23.11万 | 0.08% | 3,931 | 3,931 | — | $23.11万 | 新建仓 |
| — | TPG MTG INVTS TR INC | $23.12万 | 0.08% | 31,630 | 11,940 | 60.6% | $8.73万 | 加仓 |
| EMR | EMERSON ELEC CO | $23.33万 | 0.09% | 1,781 | 1,781 | — | $23.33万 | 新建仓 |
| EVTC | EVERTEC INC | $23.35万 | 0.09% | 8,275 | 8,275 | — | $23.35万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $23.63万 | 0.09% | 2,158 | 2,158 | — | $23.63万 | 新建仓 |
| INBK | FIRST INTERNET BANCORP | $23.66万 | 0.09% | 11,607 | 11,607 | — | $23.66万 | 新建仓 |
| — | NUVALENT INC | $23.79万 | 0.09% | 2,322 | 2,322 | — | $23.79万 | 新建仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $24.00万 | 0.09% | 20,993 | 20,993 | — | $24.00万 | 新建仓 |
| LKFN | LAKELAND FINL CORP | $24.02万 | 0.09% | 4,186 | 4,186 | — | $24.02万 | 新建仓 |
| AAT | AMERICAN ASSETS TR INC | $24.08万 | 0.09% | 13,080 | -8,770 | -40.1% | -$16.15万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $24.32万 | 0.09% | 899 | 899 | — | $24.32万 | 新建仓 |
| MOV | MOVADO GROUP INC | $24.62万 | 0.09% | 10,082 | 10,082 | — | $24.62万 | 新建仓 |
| DBD | DIEBOLD NIXDORF INC | $24.68万 | 0.09% | 3,271 | 3,271 | — | $24.68万 | 新建仓 |
| TER | TERADYNE INC | $24.99万 | 0.09% | 843 | 843 | — | $24.99万 | 新建仓 |
| WRLD | WORLD ACCEP CORPORATION | $25.21万 | 0.09% | 1,867 | 1,867 | — | $25.21万 | 新建仓 |
| IVZ | INVESCO LTD | $25.24万 | 0.09% | 10,391 | 10,391 | — | $25.24万 | 新建仓 |
| — | QORVO INC | $25.25万 | 0.09% | 3,262 | 3,262 | — | $25.25万 | 新建仓 |
| SMP | STANDARD MTR PRODS INC | $25.27万 | 0.09% | 7,273 | 7,273 | — | $25.27万 | 新建仓 |
| FFIN | FIRST FINL BANKSHARES INC | $25.47万 | 0.09% | 8,650 | 8,650 | — | $25.47万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $25.57万 | 0.09% | 1,832 | 1,832 | — | $25.57万 | 新建仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $25.82万 | 0.09% | 2,805 | 2,805 | — | $25.82万 | 新建仓 |
| JJSF | J & J SNACK FOODS CORP | $26.02万 | 0.09% | 3,282 | 3,282 | — | $26.02万 | 新建仓 |
| GEV | GE VERNOVA INC | $26.10万 | 0.10% | 299 | 299 | — | $26.10万 | 新建仓 |
| — | FB BANCORP INC | $26.13万 | 0.10% | 19,019 | 348 | 1.9% | $4,782 | 加仓 |
| MEI | METHODE ELECTRS INC | $26.19万 | 0.10% | 47,446 | 25,846 | 119.7% | $14.27万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $26.21万 | 0.10% | 16,463 | -1,373 | -7.7% | -$2.19万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $26.89万 | 0.10% | 635 | 635 | — | $26.89万 | 新建仓 |
| APP | APPLOVIN CORP | $26.98万 | 0.10% | 678 | -66 | -8.9% | -$2.63万 | 减仓 |
| NUVB | NUVATION BIO INC | $27.07万 | 0.10% | 63,097 | 35,594 | 129.4% | $15.27万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $27.18万 | 0.10% | 4,207 | 357 | 9.3% | $2.31万 | 加仓 |
| BBUC | BROOKFIELD BUSINESS CORP | $27.40万 | 0.10% | 8,659 | 8,659 | — | $27.40万 | 新建仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $27.40万 | 0.10% | 8,139 | 8,139 | — | $27.40万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $27.79万 | 0.10% | 3,011 | 3,011 | — | $27.79万 | 新建仓 |
| ERAS | ERASCA INC | $28.04万 | 0.10% | 17,329 | 17,329 | — | $28.04万 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $28.06万 | 0.10% | 10,656 | 10,656 | — | $28.06万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $28.13万 | 0.10% | 1,788 | 1,788 | — | $28.13万 | 新建仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $28.19万 | 0.10% | 22,372 | 22,372 | — | $28.19万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $28.34万 | 0.10% | 1,647 | 13 | 0.8% | $2,237 | 加仓 |
| TLN | TALEN ENERGY CORP | $28.48万 | 0.10% | 892 | 892 | — | $28.48万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.54万 | 0.10% | 5,685 | 5,685 | — | $28.54万 | 新建仓 |
| SBCF | SEACOAST BKG CORP FLA | $28.57万 | 0.10% | 9,431 | 9,431 | — | $28.57万 | 新建仓 |
| AROW | ARROW FINL CORP | $28.68万 | 0.10% | 8,542 | 8,542 | — | $28.68万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $28.95万 | 0.11% | 1,391 | 1,391 | — | $28.95万 | 新建仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $28.96万 | 0.11% | 13,672 | 13,672 | — | $28.96万 | 新建仓 |
| WDFC | WD 40 CO | $29.00万 | 0.11% | 1,422 | 1,422 | — | $29.00万 | 新建仓 |
| HUBB | HUBBELL INC | $29.40万 | 0.11% | 599 | 599 | — | $29.40万 | 新建仓 |
| ENVA | ENOVA INTL INC | $29.56万 | 0.11% | 2,176 | 2,176 | — | $29.56万 | 新建仓 |
| NE | NOBLE CORP PLC | $29.72万 | 0.11% | 6,056 | 6,056 | — | $29.72万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $29.90万 | 0.11% | 3,608 | 640 | 21.6% | $5.30万 | 加仓 |
| VVV | VALVOLINE INC | $30.02万 | 0.11% | 8,912 | 8,912 | — | $30.02万 | 新建仓 |
| FAST | FASTENAL CO | $30.07万 | 0.11% | 6,481 | 6,481 | — | $30.07万 | 新建仓 |
| RMR | RMR GROUP INC | $30.10万 | 0.11% | 19,457 | 19,457 | — | $30.10万 | 新建仓 |
| CPF | CENTRAL PAC FINL CORP | $30.22万 | 0.11% | 9,457 | 9,457 | — | $30.22万 | 新建仓 |
| GE | GE AEROSPACE | $30.28万 | 0.11% | 1,067 | 1,067 | — | $30.28万 | 新建仓 |
| HTB | HOMETRUST BANCSHARES INC | $30.35万 | 0.11% | 7,116 | 7,116 | — | $30.35万 | 新建仓 |
| CTBI | COMMUNITY TR BANCORP INC | $30.96万 | 0.11% | 5,099 | 5,099 | — | $30.96万 | 新建仓 |
| DDOG | DATADOG INC | $31.12万 | 0.11% | 2,636 | 2,636 | — | $31.12万 | 新建仓 |