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 |
|---|---|---|---|---|---|---|---|---|
| NXT | NEXTPOWER INC | $110.92万 | 0.40% | 9,201 | 871 | 10.5% | $10.50万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $110.60万 | 0.40% | 11,972 | 2,695 | 29.1% | $24.90万 | 加仓 |
| VICR | VICOR CORP | $110.01万 | 0.40% | 6,833 | -13 | -0.2% | -$2,093 | 减仓 |
| SANM | SANMINA CORP | $109.79万 | 0.40% | 8,469 | 3,704 | 77.7% | $48.02万 | 加仓 |
| ES | EVERSOURCE ENERGY | $107.97万 | 0.39% | 15,584 | 9,328 | 149.1% | $64.62万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $106.74万 | 0.39% | 5,903 | 2,194 | 59.2% | $39.67万 | 加仓 |
| TXG | 10X GENOMICS INC | $104.77万 | 0.38% | 49,348 | 18,858 | 61.8% | $40.04万 | 加仓 |
| XPO | XPO INC | $104.45万 | 0.38% | 5,369 | 0 | 0.0% | — | 不变 |
| FCPT | FOUR CORNERS PPTY TR INC | $103.36万 | 0.38% | 43,706 | 17,194 | 64.9% | $40.66万 | 加仓 |
| CELC | CELCUITY INC | $101.08万 | 0.37% | 8,856 | 3,627 | 69.4% | $41.40万 | 加仓 |
| ZS | ZSCALER INC | $99.14万 | 0.36% | 7,067 | 5,673 | 407.0% | $79.59万 | 加仓 |
| AFL | AFLAC INC | $97.92万 | 0.36% | 8,925 | 8,925 | — | $97.92万 | 新建仓 |
| NET | CLOUDFLARE INC | $97.91万 | 0.36% | 4,745 | 1,073 | 29.2% | $22.14万 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $97.49万 | 0.36% | 163,029 | 88,520 | 118.8% | $52.93万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $96.59万 | 0.35% | 5,532 | 5,532 | — | $96.59万 | 新建仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $96.37万 | 0.35% | 13,737 | 6,112 | 80.2% | $42.88万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $96.26万 | 0.35% | 4,867 | -328 | -6.3% | -$6.49万 | 减仓 |
| ROKU | ROKU INC | $95.03万 | 0.35% | 10,043 | 3,262 | 48.1% | $30.87万 | 加仓 |
| LBTYA | LIBERTY GLOBAL LTD | $92.25万 | 0.34% | 76,301 | 7,827 | 11.4% | $9.46万 | 加仓 |
| UPST | UPSTART HLDGS INC | $92.04万 | 0.34% | 35,883 | 19,872 | 124.1% | $50.97万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $90.29万 | 0.33% | 41,763 | 19,972 | 91.7% | $43.18万 | 加仓 |
| PEBO | PEOPLES BANCORP INC | $89.49万 | 0.33% | 27,226 | 11,847 | 77.0% | $38.94万 | 加仓 |
| WSBC | WESBANCO INC | $89.07万 | 0.33% | 25,826 | 12,231 | 90.0% | $42.18万 | 加仓 |
| PL | PLANET LABS PBC | $88.07万 | 0.32% | 31,510 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $87.71万 | 0.32% | 2,691 | 2,691 | — | $87.71万 | 新建仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $87.69万 | 0.32% | 34,564 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $87.57万 | 0.32% | 2,062 | 760 | 58.4% | $32.28万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $86.59万 | 0.32% | 15,323 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $84.89万 | 0.31% | 4,282 | 4,282 | — | $84.89万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $84.26万 | 0.31% | 18,389 | 8,363 | 83.4% | $38.32万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $84.15万 | 0.31% | 55,916 | 20,078 | 56.0% | $30.22万 | 加仓 |
| BRZE | BRAZE INC | $83.74万 | 0.31% | 35,468 | 13,997 | 65.2% | $33.05万 | 加仓 |
| HFWA | HERITAGE FINL CORP WASH | $82.98万 | 0.30% | 31,917 | 7,749 | 32.1% | $20.15万 | 加仓 |
| MO | ALTRIA GROUP INC | $82.76万 | 0.30% | 12,542 | 12,542 | — | $82.76万 | 新建仓 |
| VERA | VERA THERAPEUTICS INC | $82.51万 | 0.30% | 20,510 | 13,014 | 173.6% | $52.36万 | 加仓 |
| EIX | EDISON INTL | $82.00万 | 0.30% | 11,205 | 7,332 | 189.3% | $53.66万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $78.82万 | 0.29% | 24,224 | 10,905 | 81.9% | $35.48万 | 加仓 |
| WHD | CACTUS INC | $77.44万 | 0.28% | 16,347 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP | $77.14万 | 0.28% | 19,218 | 10,716 | 126.0% | $43.01万 | 加仓 |
| WMT | WALMART INC | $76.11万 | 0.28% | 6,124 | 6,124 | — | $76.11万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $74.73万 | 0.27% | 750 | 750 | — | $74.73万 | 新建仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $73.41万 | 0.27% | 11,133 | 11,133 | — | $73.41万 | 新建仓 |
| DUOL | DUOLINGO INC | $72.45万 | 0.26% | 7,350 | 4,187 | 132.4% | $41.27万 | 加仓 |
| MDU | MDU RES GROUP INC | $71.72万 | 0.26% | 34,614 | 23,998 | 226.1% | $49.72万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $69.31万 | 0.25% | 16,285 | 4,110 | 33.8% | $17.49万 | 加仓 |
| ADI | ANALOG DEVICES INC | $69.26万 | 0.25% | 2,177 | 2,177 | — | $69.26万 | 新建仓 |
| CUZ | COUSINS PPTYS INC | $69.18万 | 0.25% | 30,650 | 30,650 | — | $69.18万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $67.16万 | 0.25% | 2,340 | 2,340 | — | $67.16万 | 新建仓 |
| BUSE | FIRST BUSEY CORP | $66.46万 | 0.24% | 26,299 | 26,299 | — | $66.46万 | 新建仓 |
| DEI | DOUGLAS EMMETT INC | $65.92万 | 0.24% | 69,983 | 69,983 | — | $65.92万 | 新建仓 |
| WRBY | WARBY PARKER INC | $65.47万 | 0.24% | 31,071 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS INC | $65.46万 | 0.24% | 7,738 | 7,738 | — | $65.46万 | 新建仓 |
| VSAT | VIASAT INC | $64.56万 | 0.24% | 14,097 | 960 | 7.3% | $4.40万 | 加仓 |
| UNP | UNION PAC CORP | $64.15万 | 0.23% | 2,644 | 2,644 | — | $64.15万 | 新建仓 |
| WABC | WESTAMERICA BANCORPORATION | $63.45万 | 0.23% | 12,167 | 12,167 | — | $63.45万 | 新建仓 |
| GENI | GENIUS SPORTS LIMITED | $63.34万 | 0.23% | 142,977 | 73,119 | 104.7% | $32.39万 | 加仓 |
| AWR | AMER STATES WTR CO | $62.27万 | 0.23% | 8,235 | 8,235 | — | $62.27万 | 新建仓 |
| BHB | BAR HBR BANKSHARES | $62.05万 | 0.23% | 19,123 | 8,158 | 74.4% | $26.47万 | 加仓 |
| RDNT | RADNET INC | $61.31万 | 0.22% | 10,969 | 10,969 | — | $61.31万 | 新建仓 |
| YOU | CLEAR SECURE INC | $60.83万 | 0.22% | 12,565 | -3,441 | -21.5% | -$16.66万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $60.58万 | 0.22% | 5,233 | 5,233 | — | $60.58万 | 新建仓 |
| BILL | BILL HOLDINGS INC | $60.31万 | 0.22% | 15,748 | 1,986 | 14.4% | $7.61万 | 加仓 |
| AUR | AURORA INNOVATION INC | $60.19万 | 0.22% | 146,095 | 120,759 | 476.6% | $49.75万 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $59.75万 | 0.22% | 33,911 | -57 | -0.2% | -$1,004 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $59.62万 | 0.22% | 8,736 | 4,077 | 87.5% | $27.83万 | 加仓 |
| ACMR | ACM RESH INC | $59.56万 | 0.22% | 15,137 | 0 | 0.0% | — | 不变 |
| RNG | RINGCENTRAL INC | $59.13万 | 0.22% | 15,900 | -9,812 | -38.2% | -$36.49万 | 减仓 |
| WU | WESTERN UN CO | $58.42万 | 0.21% | 66,914 | 66,914 | — | $58.42万 | 新建仓 |
| — | HERITAGE COMM CORP | $57.75万 | 0.21% | 46,275 | 27,945 | 152.5% | $34.88万 | 加仓 |
| RTX | RTX CORPORATION | $57.73万 | 0.21% | 2,993 | 2,993 | — | $57.73万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $57.69万 | 0.21% | 1,688 | 1,688 | — | $57.69万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $57.56万 | 0.21% | 8,963 | 0 | 0.0% | — | 不变 |
| CORT | CORCEPT THERAPEUTICS INC | $57.53万 | 0.21% | 14,271 | 7,688 | 116.8% | $30.99万 | 加仓 |
| — | BLUE FOUNDRY BANCORP | $57.40万 | 0.21% | 43,354 | 26,830 | 162.4% | $35.52万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $56.28万 | 0.21% | 17,867 | 6,114 | 52.0% | $19.26万 | 加仓 |
| WM | WASTE MGMT INC DEL | $56.09万 | 0.20% | 2,441 | 2,441 | — | $56.09万 | 新建仓 |
| SDRL | SEADRILL LTD | $55.13万 | 0.20% | 12,116 | 3,976 | 48.8% | $18.09万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $54.64万 | 0.20% | 5,554 | 5,554 | — | $54.64万 | 新建仓 |
| DX | DYNEX CAP INC | $54.58万 | 0.20% | 42,775 | 42,775 | — | $54.58万 | 新建仓 |
| — | ARES COML REAL ESTATE CORP | $54.12万 | 0.20% | 112,759 | 112,759 | — | $54.12万 | 新建仓 |
| TROX | TRONOX HOLDINGS PLC | $53.94万 | 0.20% | 55,209 | 29,817 | 117.4% | $29.13万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $53.92万 | 0.20% | 25,186 | 25,186 | — | $53.92万 | 新建仓 |
| IBCP | INDEPENDENT BK CORP MICH | $53.87万 | 0.20% | 16,177 | 16,177 | — | $53.87万 | 新建仓 |
| KRC | KILROY REALTY CORP | $53.21万 | 0.19% | 18,862 | 18,862 | — | $53.21万 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $53.05万 | 0.19% | 9,659 | 9,659 | — | $53.05万 | 新建仓 |
| RYZ | RYERSON HLDG CORP | $52.94万 | 0.19% | 23,551 | 11,562 | 96.4% | $25.99万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $52.41万 | 0.19% | 7,705 | 7,705 | — | $52.41万 | 新建仓 |
| FRME | FIRST MERCHANTS CORP | $52.29万 | 0.19% | 13,501 | 13,501 | — | $52.29万 | 新建仓 |
| PFS | PROVIDENT FINL SVCS INC | $51.84万 | 0.19% | 24,497 | 13,972 | 132.8% | $29.56万 | 加仓 |
| MCD | MCDONALDS CORP | $51.56万 | 0.19% | 1,659 | 1,659 | — | $51.56万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $51.51万 | 0.19% | 755 | 755 | — | $51.51万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $51.17万 | 0.19% | 3,238 | 3,238 | — | $51.17万 | 新建仓 |
| RBLX | ROBLOX CORP | $50.95万 | 0.19% | 9,009 | 9,009 | — | $50.95万 | 新建仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $50.89万 | 0.19% | 15,274 | -5,855 | -27.7% | -$19.51万 | 减仓 |
| SEIC | SEI INVTS CO | $50.86万 | 0.19% | 6,482 | -2,476 | -27.6% | -$19.43万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $50.67万 | 0.18% | 15,254 | -511 | -3.2% | -$1.70万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $50.25万 | 0.18% | 594 | 594 | — | $50.25万 | 新建仓 |
| DEA | EASTERLY GOVT PPTYS INC | $50.04万 | 0.18% | 23,352 | 23,352 | — | $50.04万 | 新建仓 |
| CASS | CASS INFORMATION SYS INC | $49.52万 | 0.18% | 11,249 | 11,249 | — | $49.52万 | 新建仓 |
| AME | AMETEK INC | $49.43万 | 0.18% | 2,306 | 2,306 | — | $49.43万 | 新建仓 |