Left Brain Wealth Management, LLC
- SEC CIK
- 0001957370
- 最新申報
- 2026/7/30
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/9 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 70
- 較 2023 年第 4 季 −9
- 總值
- $2.07 億
- 較 2023 年第 4 季 +$3,354 萬 (+19.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 20,892 | $1,888 萬 | 9.1% | −156−0.7% | 減碼 | 歷史 |
| SMCISuper Micro Computer, Inc. | COM | 15,940 | $1,610 萬 | 7.8% | +6,534+69.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 23,343 | $1,133 萬 | 5.5% | −27−0.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 81,346 | $945.6 萬 | 4.6% | −3,897−4.6% | 減碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 91,417 | $758.0 萬 | 3.7% | +732+0.8% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 80,690 | $705.4 萬 | 3.4% | −677−0.8% | 減碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 139,380 | $661.5 萬 | 3.2% | −4,459−3.1% | 減碼 | – |
| NFLXNetflix Inc | Stock | 10,735 | $652.0 萬 | 3.2% | +23+0.2% | 加碼 | 歷史 |
| PEverpure, Inc. | CL A | 111,784 | $581.2 萬 | 2.8% | +55,208+97.6% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 64,950 | $500.1 萬 | 2.4% | +4,716+7.8% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 16,768 | $486.2 萬 | 2.4% | +11,033+192.4% | 加碼 | 歷史 |
| CICigna Group | Stock | 13,256 | $481.4 萬 | 2.3% | +15+0.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,250 | $473.3 萬 | 2.3% | +465+4.3% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 14,601 | $468.1 萬 | 2.3% | +5,411+58.9% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 59,437 | $466.5 萬 | 2.3% | +33,027+125.1% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 25,147 | $441.4 萬 | 2.1% | +25,147 | 新進 | 歷史 |
| XYZBlock, Inc. | CL A | 50,677 | $428.6 萬 | 2.1% | +44,376+704.3% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 13,521 | $423.0 萬 | 2.0% | +5,286+64.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 14,965 | $417.6 萬 | 2.0% | +346+2.4% | 加碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 39,333 | $411.5 萬 | 2.0% | +39,333 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 54,541 | $394.5 萬 | 1.9% | −226−0.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,235 | $383.5 萬 | 1.9% | −21−0.4% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 4,842 | $369.2 萬 | 1.8% | +182+3.9% | 加碼 | 歷史 |
| HTGCHercules Capital, Inc. | COM | 181,401 | $334.7 萬 | 1.6% | +16,580+10.1% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 18,863 | $304.8 萬 | 1.5% | +470+2.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,258 | $299.3 萬 | 1.4% | −32−1.4% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 12,271 | $298.2 萬 | 1.4% | −9−0.1% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 16,658 | $274.8 萬 | 1.3% | +126+0.8% | 加碼 | 歷史 |
| ROKURoku, Inc | COM CL A | 40,821 | $266.0 萬 | 1.3% | +372+0.9% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 18,951 | $257.8 萬 | 1.2% | −691−3.5% | 減碼 | 歷史 |
| HUBSHubSpot Inc | COM | 3,825 | $239.7 萬 | 1.2% | +871+29.5% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 11,429 | $236.4 萬 | 1.1% | −363−3.1% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 765 | $222.4 萬 | 1.1% | +619+424.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,110 | $203.3 萬 | 1.0% | −275−6.3% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 36,931 | $202.4 萬 | 1.0% | −2,554−6.5% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 24,194 | $186.7 萬 | 0.9% | +4,660+23.9% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 6,058 | $157.0 萬 | 0.8% | +176+3.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,427 | $152.1 萬 | 0.7% | +793+10.4% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 16,491 | $150.7 萬 | 0.7% | −16,940−50.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,598 | $119.0 萬 | 0.6% | +8+0.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,454 | $99.3 萬 | 0.5% | −412−7.0% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 6,866 | $94.4 萬 | 0.5% | −201−2.8% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,683 | $84.9 萬 | 0.4% | +94+5.9% | 加碼 | 歷史 |
| BPBP PLC | ADR | 21,753 | $82.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 49,689 | $81.2 萬 | 0.4% | +12,785+34.6% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 1,546 | $80.8 萬 | 0.4% | +117+8.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,406 | $73.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 765 | $72.0 萬 | 0.3% | +765 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 637 | $71.9 萬 | 0.3% | +133+26.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 918 | $71.4 萬 | 0.3% | +918 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,065 | $69.6 萬 | 0.3% | 00.0% | 不變 | – |
| GISGeneral Mills Inc | Stock | 9,663 | $67.6 萬 | 0.3% | −2,030−17.4% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 3,124 | $67.3 萬 | 0.3% | −45−1.4% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 30,530 | $64.6 萬 | 0.3% | +704+2.4% | 加碼 | – |
| AMGNAmgen Inc | Stock | 2,080 | $59.1 萬 | 0.3% | +67+3.3% | 加碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 9,049 | $53.9 萬 | 0.3% | −885−8.9% | 減碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 16,595 | $52.6 萬 | 0.3% | −770−4.4% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,790 | $48.8 萬 | 0.2% | +40+1.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 2,816 | $48.3 萬 | 0.2% | −36,276−92.8% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,060 | $39.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PATHUiPath, Inc. | Stock | 16,750 | $38.0 萬 | 0.2% | +200+1.2% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 3,477 | $37.1 萬 | 0.2% | +76+2.2% | 加碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 2,655 | $32.1 萬 | 0.2% | +792+42.5% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 8,064 | $30.8 萬 | 0.1% | −1,100−12.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 688 | $28.9 萬 | 0.1% | −10−1.4% | 減碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 12,800 | $26.6 萬 | 0.1% | +12,800 | 新進 | 歷史 |
| SFLSFL Corp Ltd. | SHS | 19,000 | $25.0 萬 | 0.1% | +2,400+14.5% | 加碼 | 歷史 |
| HSYHershey Co | COM | 1,149 | $22.3 萬 | 0.1% | −7−0.6% | 減碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 1,712 | $21.3 萬 | 0.1% | +1,712 | 新進 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 1,999 | $20.1 萬 | 0.1% | −257−11.4% | 減碼 | – |
2023 年第 4 季之後清倉（15 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TSLATesla, Inc. | Stock | 29,377 | $730.0 萬 | 4.2% | 歷史 |
| LMTLockheed Martin Corp | Stock | 9,787 | $443.6 萬 | 2.6% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 14,365 | $423.6 萬 | 2.4% | 歷史 |
| SPLKSplunk Inc | COM | 22,126 | $337.1 萬 | 1.9% | 歷史 |
| INMDInMode Ltd. | SHS | 139,013 | $309.2 萬 | 1.8% | 歷史 |
| BABoeing Co | Stock | 8,970 | $233.8 萬 | 1.4% | 歷史 |
| FIVNFive9, Inc. | COM | 9,878 | $77.7 萬 | 0.4% | 歷史 |
| NKENIKE, Inc. | Stock | 5,914 | $64.2 萬 | 0.4% | 歷史 |
| JNJJohnson & Johnson | Stock | 3,486 | $54.6 萬 | 0.3% | 歷史 |
| Pennymac Corp70932AAF0 | NOTE 5.500% 3/1 | 235,000 | $21.9 萬 | 0.1% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,040 | $20.2 萬 | 0.1% | – |
| Blackstone Mortgage Trust IN09257WAE0 | NOTE 5.500% 3/1 | 220,000 | $19.7 萬 | 0.1% | – |
| RITMRithm Capital Corp. | REIT | 11,950 | $12.8 萬 | 0.1% | 歷史 |
| Pennymac Corp70932AAD5 | NOTE 5.500%11/0 | 10,000 | $9,770 | <0.1% | – |
| Two HBRS Invt Corp90187BAB7 | NOTE 6.250% 1/1 | 10,000 | $9,248 | <0.1% | – |