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 |
|---|---|---|---|---|---|---|---|---|
| ETR | ENTERGY CORP NEW | $118.46万 | 0.19% | 10,313 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $120.01万 | 0.20% | 24,663 | 24,663 | — | $120.01万 | 新建仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $120.26万 | 0.20% | 50,507 | 16,596 | 48.9% | $39.52万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $120.47万 | 0.20% | 40,197 | 23,912 | 146.8% | $71.66万 | 加仓 |
| AMAT | APPLIED MATLS INC | $122.04万 | 0.20% | 1,688 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $122.08万 | 0.20% | 13,316 | 9,353 | 236.0% | $85.75万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $123.42万 | 0.20% | 260,940 | 228,606 | 707.0% | $108.13万 | 加仓 |
| CLH | CLEAN HARBORS INC | $123.83万 | 0.20% | 4,145 | 0 | 0.0% | — | 不变 |
| CORT | CORCEPT THERAPEUTICS INC | $124.09万 | 0.20% | 14,271 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $125.30万 | 0.20% | 11,656 | 6,102 | 109.9% | $65.60万 | 加仓 |
| VSAT | VIASAT INC | $126.61万 | 0.21% | 14,097 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $126.70万 | 0.21% | 15,782 | 7,272 | 85.5% | $58.38万 | 加仓 |
| COP | CONOCOPHILLIPS | $127.69万 | 0.21% | 12,283 | 12,283 | — | $127.69万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $128.51万 | 0.21% | 50,876 | 9,113 | 21.8% | $23.02万 | 加仓 |
| ACT | ENACT HLDGS INC | $128.71万 | 0.21% | 28,159 | 28,159 | — | $128.71万 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP | $130.23万 | 0.21% | 57,245 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $131.60万 | 0.21% | 120,735 | 120,735 | — | $131.60万 | 新建仓 |
| IOT | SAMSARA INC | $132.84万 | 0.22% | 40,963 | 2,555 | 6.7% | $8.29万 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $133.07万 | 0.22% | 30,458 | 16,957 | 125.6% | $74.09万 | 加仓 |
| NET | CLOUDFLARE INC | $133.38万 | 0.22% | 5,438 | 693 | 14.6% | $17.00万 | 加仓 |
| AUR | AURORA INNOVATION INC | $135.39万 | 0.22% | 198,514 | 52,419 | 35.9% | $35.75万 | 加仓 |
| LMND | LEMONADE INC | $135.78万 | 0.22% | 20,873 | 13,729 | 192.2% | $89.31万 | 重新持有 |
| GEF | GREIF INC | $137.85万 | 0.22% | 18,506 | 15,426 | 500.8% | $114.91万 | 加仓 |
| GENI | GENIUS SPORTS LIMITED | $139.73万 | 0.23% | 230,581 | 87,604 | 61.3% | $53.09万 | 加仓 |
| DUOL | DUOLINGO INC | $141.93万 | 0.23% | 12,340 | 4,990 | 67.9% | $57.39万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $145.24万 | 0.24% | 67,709 | 51,592 | 320.1% | $110.66万 | 加仓 |
| XMTR | XOMETRY INC | $146.39万 | 0.24% | 15,167 | 4,013 | 36.0% | $38.73万 | 重新持有 |
| TXG | 10X GENOMICS INC | $147.25万 | 0.24% | 38,407 | -10,941 | -22.2% | -$41.95万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $148.58万 | 0.24% | 4,723 | 2,383 | 101.8% | $74.97万 | 加仓 |
| NXT | NEXTPOWER INC | $148.88万 | 0.24% | 12,496 | 3,295 | 35.8% | $39.26万 | 加仓 |
| MO | ALTRIA GROUP INC | $150.02万 | 0.24% | 20,851 | 8,309 | 66.2% | $59.78万 | 加仓 |
| ETN | EATON CORP PLC | $151.32万 | 0.25% | 3,551 | 2,206 | 164.0% | $94.00万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $151.77万 | 0.25% | 4,487 | 4,487 | — | $151.77万 | 新建仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $152.33万 | 0.25% | 17,178 | 14,781 | 616.6% | $131.08万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $153.19万 | 0.25% | 50,792 | 25,606 | 101.7% | $77.23万 | 加仓 |
| GH | GUARDANT HEALTH INC | $154.10万 | 0.25% | 10,271 | 5,194 | 102.3% | $77.93万 | 重新持有 |
| DTE | DTE ENERGY CO | $154.56万 | 0.25% | 10,144 | 10,144 | — | $154.56万 | 新建仓 |
| VIRT | VIRTU FINL INC | $154.61万 | 0.25% | 25,954 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP | $155.01万 | 0.25% | 37,891 | 18,673 | 97.2% | $76.39万 | 加仓 |
| QXO | QXO INC | $158.05万 | 0.26% | 91,463 | 66,136 | 261.1% | $114.28万 | 加仓 |
| MP | MP MATERIALS CORP | $158.36万 | 0.26% | 28,273 | 19,875 | 236.7% | $111.32万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $159.15万 | 0.26% | 104,983 | 104,983 | — | $159.15万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $161.20万 | 0.26% | 2,775 | 1,636 | 143.6% | $95.04万 | 重新持有 |
| GIS | GENERAL MILLS INC | $162.16万 | 0.26% | 46,597 | 12,232 | 35.6% | $42.57万 | 加仓 |
| W | WAYFAIR INC | $162.59万 | 0.26% | 17,593 | 10,596 | 151.4% | $97.93万 | 重新持有 |
| ALAB | ASTERA LABS INC | $164.13万 | 0.27% | 3,398 | 1,296 | 61.7% | $62.60万 | 重新持有 |
| ESE | ESCO TECHNOLOGIES INC | $165.29万 | 0.27% | 4,722 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS INC | $173.90万 | 0.28% | 31,652 | 16,398 | 107.5% | $90.09万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $182.63万 | 0.30% | 81,494 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $183.35万 | 0.30% | 13,437 | -3,218 | -19.3% | -$43.91万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $183.95万 | 0.30% | 22,862 | 7,539 | 49.2% | $60.66万 | 加仓 |
| META | META PLATFORMS INC | $187.46万 | 0.30% | 3,328 | 1,061 | 46.8% | $59.77万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $188.73万 | 0.31% | 44,576 | 38,891 | 684.1% | $164.66万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $191.30万 | 0.31% | 110,259 | 54,343 | 97.2% | $94.29万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $198.37万 | 0.32% | 66,700 | 10,193 | 18.0% | $30.31万 | 加仓 |
| HD | HOME DEPOT INC | $199.37万 | 0.32% | 5,653 | 5,653 | — | $199.37万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $201.84万 | 0.33% | 23,385 | 14,912 | 176.0% | $128.71万 | 重新持有 |
| SPHR | SPHERE ENTERTAINMENT CO | $202.55万 | 0.33% | 11,706 | 426 | 3.8% | $7.37万 | 加仓 |
| SANM | SANMINA CORP | $205.53万 | 0.33% | 8,121 | -348 | -4.1% | -$8.81万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $206.36万 | 0.34% | 3,681 | 1,619 | 78.5% | $90.76万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $207.62万 | 0.34% | 18,767 | 6,891 | 58.0% | $76.24万 | 加仓 |
| ROKU | ROKU INC | $209.78万 | 0.34% | 15,186 | 5,143 | 51.2% | $71.05万 | 加仓 |
| AME | AMETEK INC | $209.93万 | 0.34% | 8,677 | 6,371 | 276.3% | $154.14万 | 加仓 |
| PDFS | PDF SOLUTIONS INC | $210.81万 | 0.34% | 29,779 | 29,779 | — | $210.81万 | 新建仓 |
| WDAY | WORKDAY INC | $211.46万 | 0.34% | 17,273 | 7,100 | 69.8% | $86.92万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $213.43万 | 0.35% | 1,849 | 637 | 52.6% | $73.53万 | 加仓 |
| VRSN | VERISIGN INC | $213.78万 | 0.35% | 8,498 | 2,641 | 45.1% | $66.44万 | 加仓 |
| FE | FIRSTENERGY CORP | $214.59万 | 0.35% | 45,139 | 18,736 | 71.0% | $89.07万 | 加仓 |
| EXC | EXELON CORP | $217.10万 | 0.35% | 46,567 | 23,697 | 103.6% | $110.48万 | 加仓 |
| RBLX | ROBLOX CORP | $217.73万 | 0.35% | 40,038 | 31,029 | 344.4% | $168.74万 | 加仓 |
| S | SENTINELONE INC | $221.34万 | 0.36% | 130,431 | 35,950 | 38.0% | $61.01万 | 加仓 |
| OMCL | OMNICELL COM | $223.54万 | 0.36% | 53,839 | 37,458 | 228.7% | $155.53万 | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $224.25万 | 0.36% | 38,770 | 38,770 | — | $224.25万 | 新建仓 |
| AMBA | AMBARELLA INC | $224.69万 | 0.37% | 26,188 | 15,841 | 153.1% | $135.92万 | 重新持有 |
| DOCS | DOXIMITY INC | $237.66万 | 0.39% | 114,590 | 114,590 | — | $237.66万 | 新建仓 |
| DX | DYNEX CAP INC | $240.34万 | 0.39% | 183,328 | 140,553 | 328.6% | $184.26万 | 加仓 |
| VICR | VICOR CORP | $241.88万 | 0.39% | 6,369 | -464 | -6.8% | -$17.62万 | 减仓 |
| ACMR | ACM RESH INC | $243.38万 | 0.40% | 19,180 | 4,043 | 26.7% | $51.30万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $245.29万 | 0.40% | 22,037 | 17,557 | 391.9% | $195.43万 | 重新持有 |
| HOOD | ROBINHOOD MKTS INC | $248.61万 | 0.40% | 24,792 | 24,792 | — | $248.61万 | 新建仓 |
| BUR | BURFORD CAPITAL LIMITED | $251.22万 | 0.41% | 612,720 | 612,720 | — | $251.22万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $256.36万 | 0.42% | 90,524 | 79,182 | 698.1% | $224.24万 | 重新持有 |
| DDOG | DATADOG INC | $256.51万 | 0.42% | 9,852 | 7,216 | 273.7% | $187.88万 | 加仓 |
| VERA | VERA THERAPEUTICS INC | $257.48万 | 0.42% | 60,005 | 39,495 | 192.6% | $169.47万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $260.43万 | 0.42% | 21,154 | 12,024 | 131.7% | $148.03万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $260.53万 | 0.42% | 41,394 | 27,657 | 201.3% | $174.07万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $260.57万 | 0.42% | 1,885 | 497 | 35.8% | $68.70万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $262.71万 | 0.43% | 22,205 | 17,087 | 333.9% | $202.16万 | 重新持有 |
| CVX | CHEVRON CORPORATION | $263.21万 | 0.43% | 15,879 | 14,896 | 1,515.4% | $246.92万 | 加仓 |
| RCUS | ARCUS BIOSCIENCES INC | $263.59万 | 0.43% | 85,497 | 85,497 | — | $263.59万 | 新建仓 |
| FTNT | FORTINET INC | $265.24万 | 0.43% | 17,266 | -470 | -2.6% | -$7.22万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $266.56万 | 0.43% | 103,080 | 85,527 | 487.3% | $221.17万 | 重新持有 |
| OWL | BLUE OWL CAPITAL INC | $268.72万 | 0.44% | 307,109 | 271,252 | 756.5% | $237.35万 | 重新持有 |
| TWST | TWIST BIOSCIENCE CORP | $269.87万 | 0.44% | 26,232 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $271.30万 | 0.44% | 3,555 | 641 | 22.0% | $48.92万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $272.55万 | 0.44% | 43,925 | 35,535 | 423.5% | $220.49万 | 重新持有 |
| URBN | URBAN OUTFITTERS INC | $273.58万 | 0.44% | 38,608 | 28,743 | 291.4% | $203.67万 | 重新持有 |
| MTDR | MATADOR RES CO | $273.80万 | 0.45% | 55,001 | 27,783 | 102.1% | $138.30万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $276.37万 | 0.45% | 18,847 | 9,124 | 93.8% | $133.79万 | 加仓 |
| — | EXXON MOBIL CORP | $276.48万 | 0.45% | 20,222 | 17,464 | 633.2% | $238.77万 | 加仓 |