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Occidental Asset Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Occidental Asset Management, LLC

No.2776 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$10.07亿
环比变动 Q1 2026
+$1.63亿+19.3%
持仓股票数
325
新买入
60
加仓
163
减仓
66
清仓
17
持股不变
36
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
英伟达NVDA
6.6%6.71%$6,646.0万33.2万股$5,663.8万32.5万股+7,388股+2.27%加仓
苹果AAPL
5.27%5.43%$5,305.9万18.3万股$4,586.7万18.1万股+2,638股+1.46%加仓
微软MSFT
3.16%2.61%$3,180.7万8.5万股$2,206.9万6.0万股+2.6万股+43.02%加仓
S道富SPIB
2.8%3.29%$2,818.7万84.2万股$2,780.4万82.9万股+1.3万股+1.62%加仓
IiShares安硕·FLOATING RATE BOND ETFFLOT
2.64%3.25%$2,657.8万52.1万股$2,746.0万53.9万股-1.8万股-3.40%减仓
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
2.56%3.04%$2,583.6万86.1万股$2,569.1万85.4万股+6,524股+0.76%加仓
AAlphabet Inc Class CGOOG
2.22%2.06%$2,234.5万6.3万股$1,734.9万6.0万股+2,763股+4.57%加仓
FFLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUNDBNDC
1.98%2.32%$1,995.4万90.3万股$1,959.6万88.1万股+2.2万股+2.50%加仓
IiShares安硕信托SGOV
1.95%2.52%$1,962.3万19.5万股$2,127.0万21.1万股-1.6万股-7.75%减仓
F富达·MERRIMACK STR TRFBND
1.95%2.28%$1,960.2万43.1万股$1,921.2万42.1万股+9,767股+2.32%加仓
IiShares安硕·RUSSELLIWF
1.74%1.8%$1,750.3万14.1万股$1,520.5万3.6万股+10.5万股+295.29%加仓
DDELL TECHNOLOGIES INC CLASS CDELL
1.67%0.77%$1,679.3万3.9万股$645.9万3.9万股-435股-1.11%减仓
IiShares安硕信托TLT
1.58%1.87%$1,588.7万18.4万股$1,581.8万18.2万股+1,364股+0.75%加仓
IiShares安硕·S&PIVE
1.52%1.7%$1,529.8万6.7万股$1,438.4万6.8万股-749股-1.10%减仓
IiShares安硕信托IWS
1.51%1.61%$1,524.0万9.3万股$1,362.6万9.3万股-906股-0.97%减仓
IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG
1.38%1.59%$1,390.5万27.5万股$1,341.3万26.8万股+6,754股+2.52%加仓
亚马逊AMZN
1.3%1.23%$1,313.3万5.5万股$1,035.8万5.0万股+5,173股+10.36%加仓
IiShares安硕信托EMB
1.3%1.47%$1,312.8万13.6万股$1,243.4万13.2万股+3,755股+2.84%加仓
Meta平台META
1.3%1.53%$1,309.4万2.3万股$1,294.8万2.3万股+614股+2.71%加仓
IiShares安硕信托HYG
1.2%1.38%$1,208.2万15.1万股$1,160.9万14.6万股+5,158股+3.53%加仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
1.16%1.23%$1,172.1万8.0万股$1,035.2万8.1万股-746股-0.92%减仓
WWISDOMTREE EMMA CORPORATE BOND FUND ETF USDEMCB
1.16%1.32%$1,170.9万17.7万股$1,118.1万17.1万股+6,278股+3.68%加仓
AMD超威AMD
1.15%0.5%$1,162.2万2.0万股$426.2万2.1万股-943股-4.50%减仓
摩根大通JPM
1.12%1.16%$1,128.7万3.4万股$979.1万3.3万股+1,198股+3.60%加仓
卡特彼勒CAT
1.08%0.85%$1,085.7万1.0万股$714.8万1.0万股+105股+1.04%加仓
SSPDR行业精选信托XLK
0.99%0.81%$993.9万5.2万股$685.4万5.2万股+589股+1.14%加仓
摩根士丹利MS
0.94%0.87%$948.6万4.5万股$731.3万4.4万股+943股+2.12%加仓
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
0.94%0.98%$945.1万6.9万股$825.0万7.0万股-507股-0.73%减仓
SSPDR道富系列信托SPYG
0.92%0.89%$924.9万7.8万股$754.5万7.7万股+671股+0.87%加仓
沃尔玛WMT
0.89%1.14%$900.1万7.9万股$960.1万7.7万股+2,223股+2.88%加仓
应用材料AMAT
0.85%0.03%$856.4万1.2万股$27.7万811股+1.1万股+1,360.67%加仓
康明斯CMI
0.83%0.73%$832.5万1.2万股$619.4万1.2万股+160股+1.39%加仓
NetAppNTAP
0.82%0.62%$830.2万5.4万股$526.9万5.1万股+2,185股+4.25%加仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
0.79%0.76%$797.2万2.0万股$638.8万2.0万股-121股-0.59%减仓
美光科技MU
0.75%0.26%$756.8万7,234股$222.5万6,587股+647股+9.82%加仓
VisaV
0.75%0.7%$752.1万2.2万股$587.0万1.9万股+2,500股+12.87%加仓
RRELIANCERS
0.73%0.69%$739.2万2.0万股$579.8万1.9万股+709股+3.72%加仓
S嘉信策略信托SCHC
0.73%0.74%$735.8万13.9万股$628.6万12.8万股+1.1万股+8.56%加仓
默沙东MRK
0.72%0.65%$729.6万5.7万股$550.6万4.6万股+1.1万股+24.03%加仓
Q高通QCOM
0.72%0.57%$725.1万3.9万股$481.1万3.7万股+1,876股+5.02%加仓
哈勃HUBB
0.71%0.76%$712.1万1.4万股$641.9万1.3万股+531股+4.06%加仓
S道富SPYV
0.69%0.74%$692.7万11.4万股$627.3万11.1万股+3,069股+2.77%加仓
IiShares安硕信托IMTM
0.68%0.69%$685.9万12.9万股$582.4万12.1万股+7,333股+6.05%加仓
卡地纳健康CAH
0.67%0.69%$679.3万2.9万股$586.6万2.8万股+834股+3.00%加仓
SSPDR道富指数基金SPDW
0.65%0.69%$653.4万13.0万股$582.6万12.8万股+2,036股+1.60%加仓
道明尼能源D
0.65%0.67%$652.2万9.6万股$565.5万9.1万股+4,024股+4.40%加仓
AMGEN COMAMGN
0.63%0.7%$632.6万1.7万股$590.6万1.7万股+683股+4.07%加仓
南方铜业SCCO
0.62%0.72%$621.5万3.6万股$609.7万3.5万股+229股+0.65%加仓
奎斯特诊断DGX
0.61%0.64%$611.9万2.9万股$542.7万2.8万股+1,180股+4.26%加仓
贝克休斯BKR
0.6%0.76%$604.1万10.9万股$642.8万10.5万股+3,553股+3.37%加仓

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