Left Brain Wealth Management, LLC
- SEC CIK
- 0001957370
- 最新申報
- 2026/7/30
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/11 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 77
- 較 2022 年第 4 季 +10
- 總值
- $1.47 億
- 較 2022 年第 4 季 +$1,341 萬 (+10.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 102,553 | $1,214 萬 | 8.3% | −41,150−28.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 40,202 | $682.1 萬 | 4.6% | +2,523+6.7% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 155,324 | $609.6 萬 | 4.1% | −2,830−1.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 21,083 | $585.0 萬 | 4.0% | +21,083 | 新進 | 歷史 |
| INMDInMode Ltd. | SHS | 141,948 | $528.9 萬 | 3.6% | +11,675+9.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 21,397 | $514.2 萬 | 3.5% | +21,397 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 29,775 | $489.2 萬 | 3.3% | +21,877+277.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 10,352 | $480.8 萬 | 3.3% | −9−0.1% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 34,725 | $473.6 萬 | 3.2% | −91−0.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,412 | $413.9 萬 | 2.8% | +45+0.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 35,440 | $405.0 萬 | 2.8% | +1,487+4.4% | 加碼 | 歷史 |
| ZETAZeta Global Holdings Corp. | CL A | 374,523 | $363.7 萬 | 2.5% | +23,760+6.8% | 加碼 | 歷史 |
| CICigna Group | Stock | 13,812 | $349.8 萬 | 2.4% | −205−1.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 14,522 | $338.0 萬 | 2.3% | +14,522 | 新進 | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 117,789 | $312.5 萬 | 2.1% | +117,789 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,681 | $285.9 萬 | 1.9% | −101−1.7% | 減碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 28,978 | $276.9 萬 | 1.9% | +836+3.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 8,158 | $269.2 萬 | 1.8% | +8,158 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 14,291 | $260.8 萬 | 1.8% | +789+5.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,426 | $258.9 萬 | 1.8% | +335+4.1% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 49,159 | $242.6 萬 | 1.6% | −3,688−7.0% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 16,370 | $242.4 萬 | 1.6% | +16,370 | 新進 | 歷史 |
| CNCCentene Corp | Stock | 32,774 | $225.9 萬 | 1.5% | −460−1.4% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 13,313 | $222.1 萬 | 1.5% | −16,512−55.4% | 減碼 | 歷史 |
| HTGCHercules Capital, Inc. | COM | 165,081 | $218.6 萬 | 1.5% | −6,858−4.0% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 32,646 | $210.0 萬 | 1.4% | +8,560+35.5% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 4,302 | $197.6 萬 | 1.3% | +2,132+98.2% | 加碼 | 歷史 |
| AYXAlteryx, Inc. | COM CL A | 46,899 | $192.9 萬 | 1.3% | +36,998+373.7% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 16,115 | $192.8 萬 | 1.3% | +7,062+78.0% | 加碼 | 歷史 |
| SPLKSplunk Inc | COM | 21,648 | $186.7 萬 | 1.3% | +7,639+54.5% | 加碼 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 11,347 | $174.4 萬 | 1.2% | −15,417−57.6% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 19,964 | $168.3 萬 | 1.1% | +19,964 | 新進 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 9,973 | $163.8 萬 | 1.1% | +607+6.5% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 7,528 | $158.6 萬 | 1.1% | +4,022+114.7% | 加碼 | 歷史 |
| BABoeing Co | Stock | 7,381 | $152.6 萬 | 1.0% | +7,381 | 新進 | 歷史 |
| CINFCincinnati Financial Corp | COM | 13,852 | $147.4 萬 | 1.0% | −1,924−12.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,157 | $135.1 萬 | 0.9% | +2,157 | 新進 | 歷史 |
| PEverpure, Inc. | CL A | 58,620 | $133.8 萬 | 0.9% | +5,206+9.7% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 9,269 | $117.5 萬 | 0.8% | +390+4.4% | 加碼 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 32,028 | $116.6 萬 | 0.8% | +9,692+43.4% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 5,568 | $112.2 萬 | 0.8% | +88+1.6% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 11,514 | $102.0 萬 | 0.7% | +2,437+26.8% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 15,702 | $99.0 萬 | 0.7% | +15,702 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,491 | $98.1 萬 | 0.7% | −8,703−57.3% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 8,544 | $93.1 萬 | 0.6% | −29−0.3% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 29,868 | $90.4 萬 | 0.6% | −19,642−39.7% | 減碼 | 歷史 |
| BPBP PLC | ADR | 21,753 | $87.6 萬 | 0.6% | −1,199−5.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,885 | $78.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,160 | $75.5 萬 | 0.5% | +320+4.7% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 4,624 | $72.9 萬 | 0.5% | −1,052−18.5% | 減碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 1,316 | $72.6 萬 | 0.5% | +171+14.9% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 7,287 | $65.1 萬 | 0.4% | +1,875+34.6% | 加碼 | 歷史 |
| FIVNFive9, Inc. | COM | 9,971 | $64.7 萬 | 0.4% | +4,766+91.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,657 | $59.9 萬 | 0.4% | −1,202−24.7% | 減碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 4,261 | $56.6 萬 | 0.4% | +4,261 | 新進 | 歷史 |
| CMECME Group Inc. | COM | 2,947 | $54.7 萬 | 0.4% | +2,947 | 新進 | 歷史 |
| BOXBox Inc | CL A | 20,388 | $53.9 萬 | 0.4% | +2,550+14.3% | 加碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 10,529 | $52.1 萬 | 0.4% | +10,529 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,065 | $51.0 萬 | 0.3% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 1,910 | $45.8 萬 | 0.3% | −13,093−87.3% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 493 | $45.2 萬 | 0.3% | −16−3.1% | 減碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 16,600 | $44.4 萬 | 0.3% | −630−3.7% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,060 | $44.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,249 | $41.0 萬 | 0.3% | −280−18.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,919 | $36.6 萬 | 0.2% | +188+10.9% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 954 | $36.0 萬 | 0.2% | +954 | 新進 | 歷史 |
| ANETArista Networks, Inc. | COM | 2,152 | $34.5 萬 | 0.2% | +2,152 | 新進 | 歷史 |
| HSYHershey Co | COM | 985 | $26.9 萬 | 0.2% | +7+0.7% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 6,799 | $26.7 萬 | 0.2% | +446+7.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,733 | $25.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 879 | $24.1 萬 | 0.2% | +879 | 新進 | – |
| SCHWSchwab Charles Corp | Stock | 4,545 | $23.7 萬 | 0.2% | +4,545 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,327 | $23.3 萬 | 0.2% | +2,327 | 新進 | – |
| SFLSFL Corp Ltd. | SHS | 25,200 | $22.9 萬 | 0.2% | +1,500+6.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 402 | $22.3 萬 | 0.2% | −39−8.8% | 減碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 10,375 | $19.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RITMRithm Capital Corp. | REIT | 11,075 | $9.04 萬 | 0.1% | −2,950−21.0% | 減碼 | 歷史 |
2022 年第 4 季之後清倉（8 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EOGEOG Resources Inc | Stock | 38,691 | $501.1 萬 | 3.8% | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 13,616 | $446.3 萬 | 3.3% | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 15,076 | $282.7 萬 | 2.1% | 歷史 |
| PSXPhillips 66 | Stock | 16,978 | $176.7 萬 | 1.3% | 歷史 |
| GOOGLAlphabet Inc. | Stock | 17,543 | $154.8 萬 | 1.2% | 歷史 |
| GOOGAlphabet Inc. | Stock | 14,926 | $132.4 萬 | 1.0% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6,108 | $64.3 萬 | 0.5% | 歷史 |
| AMCRAmcor plc | ORD | 13,000 | $15.5 萬 | 0.1% | 歷史 |