Odyssean, LLC
DARIEN CT · SEC CIK 0002092853
$6.15亿2026Q2 申报市值
485持仓数
6.0%前十大占比 · 第一大 0.7%
135 / 99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
CLDX 新建仓+$353.75万
IDYA 加仓+$325.40万
DNLI 新建仓+$321.66万
V 新建仓+$304.18万
WTRG 新建仓+$303.62万
2026Q2 卖出最多 按季末市值估算
REGN 清仓-$151.21万
AIR LEASE CORP 清仓-$150.49万
TRI POINTE HOMES 清仓-$149.70万
MASIMO CORP 清仓-$139.54万
NLY 清仓-$137.86万
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 |
|---|---|---|---|---|---|---|---|---|
| CAL | CALERES INC | $17.43万 | 0.03% | 14,094 | 0 | 0.0% | — | 不变 |
| WNEB | WESTERN NEW ENG BANCORP INC | $17.71万 | 0.03% | 12,386 | 12,386 | — | $17.71万 | 新建仓 |
| SOC | SABLE OFFSHORE CORP | $18.67万 | 0.03% | 60,626 | 60,626 | — | $18.67万 | 新建仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $19.00万 | 0.03% | 13,146 | -16,421 | -55.5% | -$23.73万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $20.18万 | 0.03% | 1,381 | 1,381 | — | $20.18万 | 新建仓 |
| DCOM | DIME COML BANCSHARES INC | $20.26万 | 0.03% | 4,985 | 4,985 | — | $20.26万 | 新建仓 |
| DNOW | DNOW INC | $20.32万 | 0.03% | 15,667 | 2,782 | 21.6% | $3.61万 | 加仓 |
| GTN | GRAY MEDIA INC | $20.63万 | 0.03% | 51,961 | 51,961 | — | $20.63万 | 新建仓 |
| — | BRT APARTMENTS CORP | $20.75万 | 0.03% | 13,500 | 13,500 | — | $20.75万 | 新建仓 |
| WLK | WESTLAKE CORPORATION | $21.19万 | 0.03% | 2,903 | 0 | 0.0% | — | 不变 |
| COFS | CHOICEONE FINANCIA | $21.28万 | 0.03% | 6,259 | -4,926 | -44.0% | -$16.75万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $21.56万 | 0.04% | 5,780 | 5,780 | — | $21.56万 | 新建仓 |
| PLPC | PREFORMED LINE PRODS CO | $21.60万 | 0.04% | 526 | 526 | — | $21.60万 | 新建仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY | $21.72万 | 0.04% | 6,492 | 6,492 | — | $21.72万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $22.06万 | 0.04% | 580 | 580 | — | $22.06万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $22.10万 | 0.04% | 2,893 | 0 | 0.0% | — | 不变 |
| M | MACYS INC | $22.24万 | 0.04% | 9,444 | 9,444 | — | $22.24万 | 新建仓 |
| CE | CELANESE CORP DEL | $22.49万 | 0.04% | 4,889 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $22.53万 | 0.04% | 2,489 | 2,489 | — | $22.53万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $22.57万 | 0.04% | 1,382 | 1,382 | — | $22.57万 | 新建仓 |
| NE | NOBLE CORP PLC | $22.59万 | 0.04% | 6,056 | 0 | 0.0% | — | 不变 |
| RPAY | REPAY HLDGS CORP | $22.62万 | 0.04% | 53,862 | -91,389 | -62.9% | -$38.38万 | 减仓 |
| LLY | ELI LILLY & CO | $22.79万 | 0.04% | 190 | 190 | — | $22.79万 | 新建仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $23.04万 | 0.04% | 31,305 | 31,305 | — | $23.04万 | 新建仓 |
| SLAB | SILICON LABORATORIES INC | $23.36万 | 0.04% | 1,069 | 0 | 0.0% | — | 不变 |
| OEC | ORION S.A. | $23.40万 | 0.04% | 35,294 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $23.60万 | 0.04% | 8,889 | -5,460 | -38.1% | -$14.50万 | 减仓 |
| MTRN | MATERION CORP | $23.67万 | 0.04% | 796 | 796 | — | $23.67万 | 新建仓 |
| ASLE | AERSALE CORPORATION | $23.94万 | 0.04% | 37,886 | 37,886 | — | $23.94万 | 新建仓 |
| ASIX | ADVANSIX INC | $23.98万 | 0.04% | 12,061 | 12,061 | — | $23.98万 | 新建仓 |
| — | CROSS CTRY HEALTHCARE INC | $24.01万 | 0.04% | 18,172 | 0 | 0.0% | — | 不变 |
| SBGI | SINCLAIR INC | $24.17万 | 0.04% | 16,963 | 16,963 | — | $24.17万 | 新建仓 |
| ROG | ROGERS CORP | $24.20万 | 0.04% | 1,478 | 1,478 | — | $24.20万 | 新建仓 |
| CAC | CAMDEN NATL CORP | $24.36万 | 0.04% | 4,492 | 0 | 0.0% | — | 不变 |
| SIGI | SELECTIVE INS GROUP INC | $24.47万 | 0.04% | 2,522 | 2,522 | — | $24.47万 | 新建仓 |
| ENTG | ENTEGRIS INC | $24.59万 | 0.04% | 1,367 | 1,367 | — | $24.59万 | 新建仓 |
| PLBC | PLUMAS BANCORP | $24.74万 | 0.04% | 4,234 | 4,234 | — | $24.74万 | 新建仓 |
| NVEC | NVE CORP | $24.81万 | 0.04% | 2,373 | 2,373 | — | $24.81万 | 新建仓 |
| ROST | ROSS STORES INC | $25.52万 | 0.04% | 1,199 | 1,199 | — | $25.52万 | 新建仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $25.82万 | 0.04% | 20,993 | 0 | 0.0% | — | 不变 |
| LKFN | LAKELAND FINL CORP | $25.84万 | 0.04% | 4,186 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $25.94万 | 0.04% | 2,777 | 2,777 | — | $25.94万 | 新建仓 |
| — | EPSILON ENERGY LTD | $26.12万 | 0.04% | 48,272 | 29,982 | 163.9% | $16.22万 | 加仓 |
| JJSF | J & J SNACK FOODS CORP | $26.26万 | 0.04% | 3,575 | 293 | 8.9% | $2.15万 | 加仓 |
| WAFD | WAFD INC | $26.26万 | 0.04% | 6,845 | 0 | 0.0% | — | 不变 |
| FHB | FIRST HAWAIIAN INC | $26.40万 | 0.04% | 9,010 | 0 | 0.0% | — | 不变 |
| ASPN | ASPEN AEROGELS INC | $26.48万 | 0.04% | 41,759 | 0 | 0.0% | — | 不变 |
| USCB | USCB FINANCIAL HOLDINGS INC | $26.97万 | 0.04% | 13,180 | 13,180 | — | $26.97万 | 新建仓 |
| HUN | HUNTSMAN CORP | $27.07万 | 0.04% | 25,492 | 0 | 0.0% | — | 不变 |
| INSW | INTERNATIONAL SEAWAYS INC | $27.11万 | 0.04% | 3,539 | 3,539 | — | $27.11万 | 新建仓 |
| CRSR | CORSAIR GAMING INC | $27.24万 | 0.04% | 28,166 | 0 | 0.0% | — | 不变 |
| FBP | FIRST BANCORP CORPORATION | $27.39万 | 0.04% | 10,506 | 0 | 0.0% | — | 不变 |
| — | FUTUREFUEL CORP | $27.49万 | 0.04% | 60,816 | 26,890 | 79.3% | $12.15万 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $27.69万 | 0.05% | 12,945 | 12,945 | — | $27.69万 | 新建仓 |
| KBH | KB HOME | $27.78万 | 0.05% | 4,438 | 4,438 | — | $27.78万 | 新建仓 |
| DBD | DIEBOLD NIXDORF INC | $27.81万 | 0.05% | 3,271 | 0 | 0.0% | — | 不变 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $28.08万 | 0.05% | 4,034 | 4,034 | — | $28.08万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $28.14万 | 0.05% | 6,237 | 6,237 | — | $28.14万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $28.40万 | 0.05% | 43,892 | 25,872 | 143.6% | $16.74万 | 加仓 |
| RNA | ATRIUM THERAPEUTICS INC | $28.56万 | 0.05% | 21,233 | 21,233 | — | $28.56万 | 新建仓 |
| — | FB BANCORP INC | $28.64万 | 0.05% | 19,019 | 0 | 0.0% | — | 不变 |
| — | NUVALENT INC | $28.68万 | 0.05% | 2,322 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $28.69万 | 0.05% | 6,009 | 6,009 | — | $28.69万 | 新建仓 |
| WRLD | WORLD ACCEP CORPORATION | $28.90万 | 0.05% | 1,291 | -576 | -30.9% | -$12.89万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $28.93万 | 0.05% | 971 | 971 | — | $28.93万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $28.98万 | 0.05% | 1,663 | 16 | 1.0% | $2,788 | 加仓 |
| CENTA | CENTRAL GARDEN & PET CO | $28.99万 | 0.05% | 7,478 | 7,478 | — | $28.99万 | 新建仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $29.09万 | 0.05% | 50,673 | 50,673 | — | $29.09万 | 新建仓 |
| CLW | CLEARWATER PAPER CORP | $29.29万 | 0.05% | 18,681 | 18,681 | — | $29.29万 | 新建仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $29.50万 | 0.05% | 8,139 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC | $29.91万 | 0.05% | 12,207 | 12,207 | — | $29.91万 | 新建仓 |
| FFIN | FIRST FINL BANKSHARES INC | $29.93万 | 0.05% | 8,650 | 0 | 0.0% | — | 不变 |
| BCC | BOISE CASCADE CO DEL | $30.02万 | 0.05% | 3,867 | 3,867 | — | $30.02万 | 新建仓 |
| — | AVANOS MED INC | $30.14万 | 0.05% | 12,116 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $30.86万 | 0.05% | 1,345 | 1,345 | — | $30.86万 | 新建仓 |
| SBCF | SEACOAST BKG CORP FLA | $31.36万 | 0.05% | 9,431 | 0 | 0.0% | — | 不变 |
| CTRI | CENTURI HOLDINGS INC | $31.84万 | 0.05% | 10,529 | 10,529 | — | $31.84万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $31.85万 | 0.05% | 1,832 | 0 | 0.0% | — | 不变 |
| KRT | KARAT PACKAGING INC | $31.96万 | 0.05% | 9,552 | 9,552 | — | $31.96万 | 新建仓 |
| DOW | DOW HLDGS INC | $32.26万 | 0.05% | 11,792 | 11,792 | — | $32.26万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $32.44万 | 0.05% | 3,464 | 0 | 0.0% | — | 不变 |
| SBSI | SOUTHSIDE BANCSHARES INC | $32.47万 | 0.05% | 9,226 | -4,297 | -31.8% | -$15.12万 | 重新持有 |
| LCII | LCI INDS | $33.54万 | 0.05% | 3,168 | 3,168 | — | $33.54万 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $33.78万 | 0.05% | 5,336 | 5,336 | — | $33.78万 | 新建仓 |
| DIOD | DIODES INC | $34.22万 | 0.06% | 3,127 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $34.25万 | 0.06% | 1,391 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $34.36万 | 0.06% | 970 | -425 | -30.5% | -$15.06万 | 减仓 |
| POOL | POOL CORP | $34.62万 | 0.06% | 1,611 | -525 | -24.6% | -$11.28万 | 减仓 |
| GM | GENERAL MTRS CO | $34.77万 | 0.06% | 4,511 | 4,511 | — | $34.77万 | 新建仓 |
| TROX | TRONOX HOLDINGS PLC | $34.78万 | 0.06% | 55,209 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $34.83万 | 0.06% | 838 | 0 | 0.0% | — | 不变 |
| AROW | ARROW FINL CORP | $35.01万 | 0.06% | 8,542 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $35.13万 | 0.06% | 299 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $35.20万 | 0.06% | 3,723 | 0 | 0.0% | — | 不变 |
| — | SEVEN HILLS REALTY TRUST | $35.38万 | 0.06% | 41,973 | 31,189 | 289.2% | $26.29万 | 加仓 |
| MAGN | MAGNERA CORP | $35.53万 | 0.06% | 30,236 | 30,236 | — | $35.53万 | 新建仓 |
| PHIN | PHINIA INC | $35.80万 | 0.06% | 4,346 | 4,346 | — | $35.80万 | 新建仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $36.10万 | 0.06% | 13,444 | -228 | -1.7% | -$6,122 | 减仓 |
| CPF | CENTRAL PAC FINL CORP | $36.13万 | 0.06% | 9,457 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $36.38万 | 0.06% | 4,881 | -865 | -15.1% | -$6.45万 | 减仓 |