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 |
|---|---|---|---|---|---|---|---|---|
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -1,957 | -100.0% | -$151.21万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -23,174 | -100.0% | -$150.49万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -32,035 | -100.0% | -$149.70万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -7,845 | -100.0% | -$139.54万 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | -65,184 | -100.0% | -$137.86万 | 清仓 |
| CPT | CAMDEN PPTY TR | $0 | 0.00% | 0 | -13,782 | -100.0% | -$134.59万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -31,032 | -100.0% | -$124.84万 | 清仓 |
| CELC | CELCUITY INC | $0 | 0.00% | 0 | -8,856 | -100.0% | -$101.08万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -7,067 | -100.0% | -$99.14万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -163,029 | -100.0% | -$97.49万 | 清仓 |
| LBTYA | LIBERTY GLOBAL LTD | $0 | 0.00% | 0 | -76,301 | -100.0% | -$92.25万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -6,124 | -100.0% | -$76.11万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -750 | -100.0% | -$74.73万 | 清仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $0 | 0.00% | 0 | -11,133 | -100.0% | -$73.41万 | 清仓 |
| CUZ | COUSINS PPTYS INC | $0 | 0.00% | 0 | -30,650 | -100.0% | -$69.18万 | 清仓 |
| DEI | DOUGLAS EMMETT INC | $0 | 0.00% | 0 | -69,983 | -100.0% | -$65.92万 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -5,233 | -100.0% | -$60.58万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -15,748 | -100.0% | -$60.31万 | 清仓 |
| RNG | RINGCENTRAL INC | $0 | 0.00% | 0 | -15,900 | -100.0% | -$59.13万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -66,914 | -100.0% | -$58.42万 | 清仓 |
| — | HERITAGE COMM CORP | $0 | 0.00% | 0 | -46,275 | -100.0% | -$57.75万 | 清仓 |
| — | BLUE FOUNDRY BANCORP | $0 | 0.00% | 0 | -43,354 | -100.0% | -$57.40万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -2,441 | -100.0% | -$56.09万 | 清仓 |
| KRC | KILROY REALTY CORP | $0 | 0.00% | 0 | -18,862 | -100.0% | -$53.21万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -755 | -100.0% | -$51.51万 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -3,238 | -100.0% | -$51.17万 | 清仓 |
| SEIC | SEI INVTS CO | $0 | 0.00% | 0 | -6,482 | -100.0% | -$50.86万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -3,010 | -100.0% | -$48.07万 | 清仓 |
| HTH | HILLTOP HLDGS INC | $0 | 0.00% | 0 | -13,381 | -100.0% | -$47.93万 | 清仓 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | -20,871 | -100.0% | -$46.48万 | 清仓 |
| LKQ | LKQ CORP | $0 | 0.00% | 0 | -15,274 | -100.0% | -$44.86万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -6,878 | -100.0% | -$44.85万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -1,784 | -100.0% | -$39.07万 | 清仓 |
| IDA | IDACORP INC | $0 | 0.00% | 0 | -2,721 | -100.0% | -$38.90万 | 清仓 |
| OGS | ONE GAS INC | $0 | 0.00% | 0 | -4,424 | -100.0% | -$38.10万 | 清仓 |
| NBHC | NATIONAL BK HLDGS CORP | $0 | 0.00% | 0 | -9,334 | -100.0% | -$36.55万 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -9,376 | -100.0% | -$35.82万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,692 | -100.0% | -$35.17万 | 清仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $0 | 0.00% | 0 | -6,618 | -100.0% | -$34.88万 | 清仓 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | -14,588 | -100.0% | -$34.81万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -4,077 | -100.0% | -$34.61万 | 清仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $0 | 0.00% | 0 | -7,662 | -100.0% | -$34.06万 | 清仓 |
| — | STELLAR BANCORP INC | $0 | 0.00% | 0 | -9,261 | -100.0% | -$33.90万 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -5,098 | -100.0% | -$33.79万 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -3,581 | -100.0% | -$33.42万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -1,137 | -100.0% | -$31.96万 | 清仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $0 | 0.00% | 0 | -2,377 | -100.0% | -$31.93万 | 清仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $0 | 0.00% | 0 | -9,533 | -100.0% | -$31.84万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -1,067 | -100.0% | -$30.28万 | 清仓 |
| RMR | RMR GROUP INC | $0 | 0.00% | 0 | -19,457 | -100.0% | -$30.10万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -6,481 | -100.0% | -$30.07万 | 清仓 |
| VVV | VALVOLINE INC | $0 | 0.00% | 0 | -8,912 | -100.0% | -$30.02万 | 清仓 |
| WDFC | WD 40 CO | $0 | 0.00% | 0 | -1,422 | -100.0% | -$29.00万 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | -892 | -100.0% | -$28.48万 | 清仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $0 | 0.00% | 0 | -22,372 | -100.0% | -$28.19万 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -1,788 | -100.0% | -$28.13万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -3,011 | -100.0% | -$27.79万 | 清仓 |
| BBUC | BROOKFIELD BUSINESS CORP | $0 | 0.00% | 0 | -8,659 | -100.0% | -$27.40万 | 清仓 |
| CACC | CREDIT ACCEP CORP MICH | $0 | 0.00% | 0 | -635 | -100.0% | -$26.89万 | 清仓 |
| MEI | METHODE ELECTRS INC | $0 | 0.00% | 0 | -47,446 | -100.0% | -$26.19万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -2,805 | -100.0% | -$25.82万 | 清仓 |
| SMP | STANDARD MTR PRODS INC | $0 | 0.00% | 0 | -7,273 | -100.0% | -$25.27万 | 清仓 |
| — | QORVO INC | $0 | 0.00% | 0 | -3,262 | -100.0% | -$25.25万 | 清仓 |
| IVZ | INVESCO LTD | $0 | 0.00% | 0 | -10,391 | -100.0% | -$25.24万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -2,158 | -100.0% | -$23.63万 | 清仓 |
| EVTC | EVERTEC INC | $0 | 0.00% | 0 | -8,275 | -100.0% | -$23.35万 | 清仓 |
| ACCO | ACCO BRANDS CORP | $0 | 0.00% | 0 | -76,487 | -100.0% | -$22.95万 | 清仓 |
| OLN | OLIN CORP | $0 | 0.00% | 0 | -7,496 | -100.0% | -$22.29万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -115 | -100.0% | -$22.01万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -752 | -100.0% | -$21.93万 | 清仓 |
| STC | STEWART INFORMATION SVCS COR | $0 | 0.00% | 0 | -3,539 | -100.0% | -$21.79万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -1,595 | -100.0% | -$21.61万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -2,247 | -100.0% | -$21.44万 | 清仓 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -1,816 | -100.0% | -$21.37万 | 清仓 |
| SEG | SEAPORT ENTMT GROUP INC | $0 | 0.00% | 0 | -9,723 | -100.0% | -$20.89万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -60 | -100.0% | -$20.27万 | 清仓 |
| ALEC | ALECTOR INC | $0 | 0.00% | 0 | -89,783 | -100.0% | -$19.30万 | 清仓 |
| — | MISTER CAR WASH INC | $0 | 0.00% | 0 | -25,883 | -100.0% | -$18.04万 | 清仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $0 | 0.00% | 0 | -22,956 | -100.0% | -$17.72万 | 清仓 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -25,420 | -100.0% | -$17.67万 | 清仓 |
| JRVR | JAMES RIV GROUP HOLDINGS INC | $0 | 0.00% | 0 | -26,648 | -100.0% | -$16.79万 | 清仓 |
| INN | SUMMIT HOTEL PPTYS | $0 | 0.00% | 0 | -36,156 | -100.0% | -$15.98万 | 清仓 |
| — | TWO HARBORS INVENTMENT CORPO | $0 | 0.00% | 0 | -12,960 | -100.0% | -$14.80万 | 清仓 |
| BORR | BORR DRILLING LTD | $0 | 0.00% | 0 | -25,527 | -100.0% | -$14.73万 | 清仓 |
| — | EVOLUTION PETE CORP | $0 | 0.00% | 0 | -31,931 | -100.0% | -$14.62万 | 清仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $0 | 0.00% | 0 | -27,012 | -100.0% | -$14.51万 | 清仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $0 | 0.00% | 0 | -13,324 | -100.0% | -$13.35万 | 清仓 |
| SDGR | SCHRODINGER INC | $0 | 0.00% | 0 | -11,466 | -100.0% | -$13.03万 | 清仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $0 | 0.00% | 0 | -13,089 | -100.0% | -$12.33万 | 清仓 |
| DBI | DESIGNER BRANDS INC | $0 | 0.00% | 0 | -21,561 | -100.0% | -$12.27万 | 清仓 |
| EVH | EVOLENT HEALTH INC | $0 | 0.00% | 0 | -49,913 | -100.0% | -$11.38万 | 清仓 |
| BMBL | BUMBLE INC | $0 | 0.00% | 0 | -32,702 | -100.0% | -$10.66万 | 清仓 |
| ORC | ORCHID IS CAP INC | $0 | 0.00% | 0 | -13,164 | -100.0% | -$9.25万 | 清仓 |
| FNKO | FUNKO INC | $0 | 0.00% | 0 | -28,791 | -100.0% | -$9.07万 | 清仓 |
| NKTX | NKARTA INC | $0 | 0.00% | 0 | -42,050 | -100.0% | -$8.87万 | 清仓 |
| OPRT | OPORTUN FINL CORP | $0 | 0.00% | 0 | -18,912 | -100.0% | -$8.72万 | 清仓 |
| — | DOUGLAS ELLIMAN INC | $0 | 0.00% | 0 | -50,160 | -100.0% | -$8.23万 | 清仓 |
| ZIP | ZIPRECRUITER INC | $0 | 0.00% | 0 | -41,022 | -100.0% | -$7.55万 | 清仓 |
| — | BRAEMAR HOTELS & RESORTS INC | $0 | 0.00% | 0 | -26,358 | -100.0% | -$6.22万 | 清仓 |
| — | XEROX HOLDINGS CORP | $9,017 | 0.00% | 32,796 | 0 | 0.0% | — | 不变 |