Left Brain Wealth Management, LLC
- SEC CIK
- 0001957370
- 最新申報
- 2026/7/30
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/4 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 79
- 較 2023 年第 1 季 +2
- 總值
- $1.64 億
- 較 2023 年第 1 季 +$1,687 萬 (+11.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 89,163 | $956.3 萬 | 5.8% | −13,390−13.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 21,263 | $899.5 萬 | 5.5% | +180+0.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 29,842 | $781.2 萬 | 4.8% | +67+0.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 39,548 | $767.1 萬 | 4.7% | −654−1.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 23,524 | $675.1 萬 | 4.1% | +2,127+9.9% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 81,056 | $625.9 萬 | 3.8% | +48,410+148.3% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 148,865 | $583.7 萬 | 3.6% | −6,459−4.2% | 減碼 | – |
| INMDInMode Ltd. | SHS | 143,170 | $534.7 萬 | 3.3% | +1,222+0.9% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 10,109 | $465.4 萬 | 2.8% | −243−2.3% | 減碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 29,943 | $446.7 萬 | 2.7% | +965+3.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 9,513 | $419.0 萬 | 2.6% | +1,355+16.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,234 | $395.8 萬 | 2.4% | −178−2.1% | 減碼 | 歷史 |
| CICigna Group | Stock | 13,601 | $381.6 萬 | 2.3% | −211−1.5% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 14,421 | $368.5 萬 | 2.2% | +130+0.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,151 | $345.7 萬 | 2.1% | +1,725+20.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 34,876 | $345.5 萬 | 2.1% | −564−1.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 14,495 | $344.2 萬 | 2.1% | −27−0.2% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 18,794 | $330.7 萬 | 2.0% | +2,424+14.8% | 加碼 | 歷史 |
| ZETAZeta Global Holdings Corp. | CL A | 364,697 | $311.5 萬 | 1.9% | −9,826−2.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,401 | $290.8 萬 | 1.8% | −280−4.9% | 減碼 | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 108,092 | $273.7 萬 | 1.7% | −9,697−8.2% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 4,568 | $256.7 萬 | 1.6% | +266+6.2% | 加碼 | 歷史 |
| HTGCHercules Capital, Inc. | COM | 173,376 | $256.6 萬 | 1.6% | +8,295+5.0% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 12,288 | $236.5 萬 | 1.4% | −1,025−7.7% | 減碼 | 歷史 |
| SPLKSplunk Inc | COM | 22,197 | $235.5 萬 | 1.4% | +549+2.5% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 44,927 | $220.7 萬 | 1.3% | −4,232−8.6% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 21,713 | $219.1 萬 | 1.3% | +1,749+8.8% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 16,544 | $212.0 萬 | 1.3% | +429+2.7% | 加碼 | 歷史 |
| PEverpure, Inc. | CL A | 56,910 | $209.5 萬 | 1.3% | −1,710−2.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,340 | $203.0 萬 | 1.2% | +183+8.5% | 加碼 | 歷史 |
| AYXAlteryx, Inc. | COM CL A | 43,689 | $198.3 萬 | 1.2% | −3,210−6.8% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 29,100 | $196.3 萬 | 1.2% | −3,674−11.2% | 減碼 | 歷史 |
| BABoeing Co | Stock | 8,525 | $180.0 萬 | 1.1% | +1,144+15.5% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 12,921 | $171.0 萬 | 1.0% | −21,804−62.8% | 減碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 10,022 | $167.8 萬 | 1.0% | +49+0.5% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 8,101 | $158.1 萬 | 1.0% | +573+7.6% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 2,857 | $152.0 萬 | 0.9% | +2,857 | 新進 | 歷史 |
| FTNTFortinet, Inc. | Stock | 18,504 | $139.9 萬 | 0.9% | +2,802+17.8% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 24,041 | $136.3 萬 | 0.8% | +19,496+429.0% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 18,366 | $118.6 萬 | 0.7% | +18,366 | 新進 | 歷史 |
| SMCISuper Micro Computer, Inc. | COM | 4,632 | $115.5 萬 | 0.7% | +4,632 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 5,705 | $109.9 萬 | 0.7% | +137+2.5% | 加碼 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 32,989 | $100.0 萬 | 0.6% | +961+3.0% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 12,916 | $99.1 萬 | 0.6% | +1,402+12.2% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 8,624 | $95.2 萬 | 0.6% | −645−7.0% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 8,071 | $91.3 萬 | 0.6% | −473−5.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,590 | $85.9 萬 | 0.5% | −570−8.0% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 7,411 | $84.4 萬 | 0.5% | +124+1.7% | 加碼 | 歷史 |
| FIVNFive9, Inc. | COM | 10,161 | $83.8 萬 | 0.5% | +190+1.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,885 | $83.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,999 | $80.8 萬 | 0.5% | −492−7.6% | 減碼 | 歷史 |
| BPBP PLC | ADR | 21,753 | $76.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ANETArista Networks, Inc. | COM | 4,639 | $75.2 萬 | 0.5% | +2,487+115.6% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,347 | $65.9 萬 | 0.4% | +393+41.2% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,029 | $59.2 萬 | 0.4% | +4,029 | 新進 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 1,256 | $59.1 萬 | 0.4% | −60−4.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,486 | $57.7 萬 | 0.4% | −171−4.7% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 3,082 | $57.1 萬 | 0.3% | +135+4.6% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,065 | $56.8 萬 | 0.3% | 00.0% | 不變 | – |
| DOCUDocuSign, Inc. | Stock | 10,609 | $54.2 萬 | 0.3% | +80+0.8% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 16,480 | $50.6 萬 | 0.3% | −120−0.7% | 減碼 | 歷史 |
| BOXBox Inc | CL A | 16,983 | $49.9 萬 | 0.3% | −3,405−16.7% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,469 | $45.7 萬 | 0.3% | +550+28.7% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 3,719 | $45.2 萬 | 0.3% | −542−12.7% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 472 | $45.1 萬 | 0.3% | −21−4.3% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,060 | $42.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,810 | $40.2 萬 | 0.2% | −100−5.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 994 | $33.9 萬 | 0.2% | −255−20.4% | 減碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 2,855 | $27.8 萬 | 0.2% | −10,997−79.4% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 6,354 | $27.4 萬 | 0.2% | +6,354 | 新進 | 歷史 |
| HSYHershey Co | COM | 997 | $24.9 萬 | 0.2% | +12+1.2% | 加碼 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 12,335 | $23.2 萬 | 0.1% | +12,335 | 新進 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 108 | $23.1 萬 | 0.1% | +108 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,287 | $22.4 萬 | 0.1% | −40−1.7% | 減碼 | – |
| RBLXRoblox Corp | Stock | 5,385 | $21.7 萬 | 0.1% | +5,385 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 10,060 | $21.2 萬 | 0.1% | +10,060 | 新進 | – |
| PATHUiPath, Inc. | Stock | 11,635 | $19.3 萬 | 0.1% | +11,635 | 新進 | 歷史 |
| SFLSFL Corp Ltd. | SHS | 16,600 | $15.5 萬 | 0.1% | −8,600−34.1% | 減碼 | 歷史 |
| RITMRithm Capital Corp. | REIT | 10,275 | $9.61 萬 | 0.1% | −800−7.2% | 減碼 | 歷史 |
2023 年第 1 季之後清倉（8 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DLTRDollar Tree, Inc. | COM | 11,347 | $174.4 萬 | 1.2% | 歷史 |
| WMBWilliams Companies, Inc. | COM | 29,868 | $90.4 萬 | 0.6% | 歷史 |
| TGTTarget Corp | Stock | 4,624 | $72.9 萬 | 0.5% | 歷史 |
| KHCKraft Heinz Co | Stock | 6,799 | $26.7 萬 | 0.2% | 歷史 |
| ORCLOracle Corp | Stock | 2,733 | $25.9 萬 | 0.2% | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 879 | $24.1 萬 | 0.2% | – |
| TMOThermo Fisher Scientific Inc. | Stock | 402 | $22.3 萬 | 0.2% | 歷史 |
| ARCCAres Capital Corp | CEF | 10,375 | $19.2 萬 | 0.1% | 歷史 |