Left Brain Wealth Management, LLC
- SEC CIK
- 0001957370
- 最新申報
- 2026/7/30
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/12 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 78
- 較 2024 年第 2 季 +9
- 總值
- $2.15 億
- 較 2024 年第 2 季 +$82.8 萬 (+0.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 209,252 | $2,541 萬 | 11.8% | −888−0.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 23,101 | $1,322 萬 | 6.2% | +151+0.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 81,640 | $957.0 萬 | 4.5% | +552+0.7% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 82,852 | $908.5 萬 | 4.2% | +1,366+1.7% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 10,950 | $776.7 萬 | 3.6% | +53+0.5% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 142,758 | $672.8 萬 | 3.1% | +2,830+2.0% | 加碼 | – |
| ANETArista Networks, Inc. | COM | 17,039 | $654.0 萬 | 3.0% | +124+0.7% | 加碼 | 歷史 |
| PEverpure, Inc. | CL A | 114,486 | $575.2 萬 | 2.7% | +367+0.3% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 14,020 | $560.2 萬 | 2.6% | +100+0.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,819 | $508.6 萬 | 2.4% | +318+2.8% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 67,369 | $506.3 萬 | 2.4% | +1,343+2.0% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 26,338 | $496.7 萬 | 2.3% | +211+0.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,300 | $469.9 萬 | 2.2% | +38+0.7% | 加碼 | 歷史 |
| CICigna Group | Stock | 13,128 | $454.8 萬 | 2.1% | −36−0.3% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 5,085 | $454.8 萬 | 2.1% | +108+2.2% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 119,962 | $446.3 萬 | 2.1% | +119,962 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 15,196 | $426.2 萬 | 2.0% | +281+1.9% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 56,282 | $423.7 萬 | 2.0% | −2,693−4.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 22,683 | $422.7 萬 | 2.0% | +682+3.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 15,298 | $420.6 萬 | 2.0% | +97+0.6% | 加碼 | 歷史 |
| HTGCHercules Capital, Inc. | COM | 208,661 | $409.8 萬 | 1.9% | +8,580+4.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 22,698 | $391.5 萬 | 1.8% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 55,241 | $358.0 萬 | 1.7% | −271−0.5% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 30,197 | $358.0 萬 | 1.7% | +30,197 | 新進 | 歷史 |
| XYZBlock, Inc. | CL A | 51,885 | $348.3 萬 | 1.6% | −51−0.1% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 19,414 | $337.2 萬 | 1.6% | −30−0.2% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 12,346 | $313.3 萬 | 1.5% | +425+3.6% | 加碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 40,065 | $297.8 萬 | 1.4% | −238−0.6% | 減碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 90,365 | $283.4 萬 | 1.3% | −2,126−2.3% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 12,515 | $281.7 萬 | 1.3% | +119+1.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,219 | $246.7 萬 | 1.1% | +42+1.0% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 41,208 | $237.4 萬 | 1.1% | +1,098+2.7% | 加碼 | 歷史 |
| DKNGDraftKings Inc. | Stock | 56,768 | $222.5 萬 | 1.0% | −709−1.2% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 25,933 | $207.8 萬 | 1.0% | +1,372+5.6% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 3,890 | $206.8 萬 | 1.0% | −27−0.7% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 16,195 | $205.4 萬 | 1.0% | −448−2.7% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 1,672 | $192.5 萬 | 0.9% | +1,009+152.2% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 6,259 | $180.5 萬 | 0.8% | +115+1.9% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 6,571 | $167.5 萬 | 0.8% | +183+2.9% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,548 | $140.3 萬 | 0.7% | +11+0.1% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 26,776 | $136.7 萬 | 0.6% | +35+0.1% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 31,813 | $133.5 萬 | 0.6% | −894−2.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,193 | $105.7 萬 | 0.5% | +231+24.0% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 6,479 | $104.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,720 | $93.2 萬 | 0.4% | −694−12.8% | 減碼 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 48,079 | $88.8 萬 | 0.4% | −250−0.5% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,680 | $87.0 萬 | 0.4% | +13+0.8% | 加碼 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 5,298 | $84.5 萬 | 0.4% | +390+7.9% | 加碼依 6 比 1 拆股換算 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 39,636 | $83.3 萬 | 0.4% | +3,725+10.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,430 | $82.0 萬 | 0.4% | +24+1.7% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 38,385 | $80.4 萬 | 0.4% | +11,460+42.6% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 19,565 | $79.6 萬 | 0.4% | +1,120+6.1% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,065 | $77.5 萬 | 0.4% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 2,213 | $71.3 萬 | 0.3% | +118+5.6% | 加碼 | 歷史 |
| BPBP PLC | ADR | 21,753 | $68.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 2,847 | $66.3 萬 | 0.3% | +31+1.1% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 1,625 | $63.2 萬 | 0.3% | +29+1.8% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 2,859 | $63.1 萬 | 0.3% | −170−5.6% | 減碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 8,839 | $54.9 萬 | 0.3% | −40−0.5% | 減碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 3,854 | $50.3 萬 | 0.2% | −101−2.6% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,060 | $43.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RITMRithm Capital Corp. | REIT | 36,500 | $41.4 萬 | 0.2% | +11,700+47.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 848 | $39.0 萬 | 0.2% | +135+18.9% | 加碼 | 歷史 |
| SFLSFL Corp Ltd. | SHS | 32,885 | $38.0 萬 | 0.2% | +6,035+22.5% | 加碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 2,886 | $32.6 萬 | 0.2% | +83+3.0% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 67 | $28.2 萬 | 0.1% | +67 | 新進 | 歷史 |
| CINFCincinnati Financial Corp | COM | 1,834 | $25.0 萬 | 0.1% | +1,834 | 新進 | 歷史 |
| MRNAModerna, Inc. | Stock | 3,628 | $24.2 萬 | 0.1% | −260−6.7% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,086 | $24.0 萬 | 0.1% | +1,086 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 1,401 | $23.9 萬 | 0.1% | +1,401 | 新進 | 歷史 |
| Pennymac Corp70932AAF0 | NOTE 5.500% 3/1 | 235,000 | $22.9 萬 | 0.1% | +235,000 | 新進 | – |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 15,750 | $21.1 萬 | 0.1% | +15,750 | 新進 | 歷史 |
| Blackstone Mortgage Trust IN09257WAE0 | NOTE 5.500% 3/1 | 220,000 | $20.8 萬 | 0.1% | +220,000 | 新進 | – |
| HSYHershey Co | COM | 1,087 | $20.8 萬 | 0.1% | −167−13.3% | 減碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 14,785 | $18.9 萬 | 0.1% | −565−3.7% | 減碼 | 歷史 |
| AGNCAGNC Investment Corp. | REIT | 13,700 | $14.3 萬 | 0.1% | +13,700 | 新進 | 歷史 |
| Pennymac Corp70932AAD5 | NOTE 5.500%11/0 | 10,000 | $9,968 | <0.1% | +10,000 | 新進 | – |
| Two HBRS Invt Corp90187BAB7 | NOTE 6.250% 1/1 | 10,000 | $9,803 | <0.1% | +10,000 | 新進 | – |
2024 年第 2 季之後清倉（3 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。