Left Brain Wealth Management, LLC
- SEC CIK
- 0001957370
- 最新申報
- 2026/7/30
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/10 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 93
- 較 2024 年第 3 季 +15
- 總值
- $2.65 億
- 較 2024 年第 3 季 +$4,975 萬 (+23.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 207,553 | $2,787 萬 | 10.5% | −1,699−0.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 23,830 | $1,395 萬 | 5.3% | +729+3.2% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 90,159 | $1,060 萬 | 4.0% | +7,307+8.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 11,880 | $1,059 萬 | 4.0% | +930+8.5% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 138,776 | $1,050 萬 | 4.0% | +18,814+15.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 80,191 | $862.6 萬 | 3.3% | −1,449−1.8% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 76,318 | $843.5 萬 | 3.2% | +8,162+12.0% | 加碼依 4 比 1 拆股換算 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 13,846 | $822.9 萬 | 3.1% | −174−1.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 36,840 | $808.2 萬 | 3.1% | +14,157+62.4% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 20,677 | $707.5 萬 | 2.7% | +5,481+36.1% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 145,902 | $702.7 萬 | 2.7% | +3,144+2.2% | 加碼 | – |
| PEverpure, Inc. | CL A | 114,035 | $700.5 萬 | 2.6% | −451−0.4% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 6,196 | $656.9 萬 | 2.5% | +1,111+21.8% | 加碼 | 歷史 |
| HTGCHercules Capital, Inc. | COM | 275,876 | $554.2 萬 | 2.1% | +67,215+32.2% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 16,277 | $527.1 萬 | 2.0% | +12,423+322.3% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 60,277 | $512.3 萬 | 1.9% | +8,392+16.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,983 | $505.1 萬 | 1.9% | +164+1.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,296 | $485.3 萬 | 1.8% | −4−0.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 15,280 | $482.9 萬 | 1.8% | −18−0.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 20,767 | $481.5 萬 | 1.8% | −1,931−8.5% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 27,006 | $450.4 萬 | 1.7% | +668+2.5% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 71,933 | $433.9 萬 | 1.6% | +4,564+6.8% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 25,736 | $425.1 萬 | 1.6% | +25,736 | 新進 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 158,102 | $394.0 萬 | 1.5% | +110,023+228.8% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 18,832 | $371.9 萬 | 1.4% | −582−3.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,816 | $371.8 萬 | 1.4% | +3,623+303.7% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 48,676 | $360.3 萬 | 1.4% | −6,565−11.9% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 33,132 | $352.3 萬 | 1.3% | +7,199+27.8% | 加碼 | 歷史 |
| CICigna Group | Stock | 12,434 | $343.4 萬 | 1.3% | −694−5.3% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 29,677 | $342.0 萬 | 1.3% | −520−1.7% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 8,073 | $326.0 萬 | 1.2% | +8,073 | 新進 | 歷史 |
| OKTAOkta, Inc. | CL A | 38,710 | $305.0 萬 | 1.2% | −1,355−3.4% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 12,084 | $289.5 萬 | 1.1% | −262−2.1% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 47,748 | $287.9 萬 | 1.1% | +6,540+15.9% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 4,071 | $283.7 萬 | 1.1% | +181+4.7% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 12,224 | $274.6 萬 | 1.0% | −291−2.3% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 6,749 | $222.0 萬 | 0.8% | +178+2.7% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 1,751 | $207.6 萬 | 0.8% | +79+4.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,083 | $206.5 萬 | 0.8% | −136−3.2% | 減碼 | 歷史 |
| DKNGDraftKings Inc. | Stock | 51,589 | $191.9 萬 | 0.7% | −5,179−9.1% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 6,398 | $176.8 萬 | 0.7% | +139+2.2% | 加碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 17,559 | $157.9 萬 | 0.6% | +8,720+98.7% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 70,275 | $153.8 萬 | 0.6% | +31,890+83.1% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 26,042 | $136.2 萬 | 0.5% | −734−2.7% | 減碼 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 5,956 | $121.0 萬 | 0.5% | +658+12.4% | 加碼 | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 3,472 | $112.6 萬 | 0.4% | +3,472 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 49,072 | $103.4 萬 | 0.4% | +9,436+23.8% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,006 | $84.6 萬 | 0.3% | −1,542−18.0% | 減碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 21,740 | $82.3 萬 | 0.3% | +2,175+11.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,306 | $76.5 萬 | 0.3% | −124−8.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,295 | $76.3 萬 | 0.3% | −425−9.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,320 | $75.2 萬 | 0.3% | +8,320 | 新進 | 歷史 |
| OPRAOpera Ltd | SPONSORED ADS | 38,890 | $73.7 萬 | 0.3% | +38,890 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 2,916 | $73.0 萬 | 0.3% | +69+2.4% | 加碼 | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 11,670 | $71.9 萬 | 0.3% | +11,670 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,755 | $70.5 萬 | 0.3% | −310−15.0% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 1,509 | $67.1 萬 | 0.3% | −171−10.2% | 減碼 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 10,725 | $65.3 萬 | 0.2% | +10,725 | 新進 | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 7,700 | $65.2 萬 | 0.2% | +7,700 | 新進 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 120 | $59.6 萬 | 0.2% | +53+79.1% | 加碼 | 歷史 |
| YOUClear Secure, Inc. | COM CL A | 22,100 | $58.9 萬 | 0.2% | +22,100 | 新進 | 歷史 |
| RITMRithm Capital Corp. | REIT | 53,805 | $58.3 萬 | 0.2% | +17,305+47.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,223 | $57.9 萬 | 0.2% | +10+0.5% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 1,182 | $52.9 萬 | 0.2% | +1,182 | 新進 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 3,545 | $50.7 萬 | 0.2% | +3,545 | 新進 | 歷史 |
| BPBP PLC | ADR | 16,753 | $49.5 萬 | 0.2% | −5,000−23.0% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 2,656 | $47.9 萬 | 0.2% | +2,656 | 新進 | 歷史 |
| MSTRStrategy Inc | Stock | 1,615 | $46.8 萬 | 0.2% | +1,615 | 新進 | 歷史 |
| CARTMaplebear Inc. | COM | 10,575 | $43.8 萬 | 0.2% | +10,575 | 新進 | 歷史 |
| ZETAZeta Global Holdings Corp. | CL A | 22,600 | $40.7 萬 | 0.2% | +22,600 | 新進 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 10,900 | $40.6 萬 | 0.2% | +10,900 | 新進 | 歷史 |
| SFLSFL Corp Ltd. | SHS | 37,710 | $38.5 萬 | 0.1% | +4,825+14.7% | 加碼 | 歷史 |
| AGNCAGNC Investment Corp. | REIT | 40,575 | $37.4 萬 | 0.1% | +26,875+196.2% | 加碼 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 1,580 | $37.2 萬 | 0.1% | +1,580 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 811 | $36.8 萬 | 0.1% | −37−4.4% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 2,160 | $33.4 萬 | 0.1% | +2,160 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,460 | $32.2 萬 | 0.1% | −600−19.6% | 減碼 | 歷史 |
| IOTSamsara Inc. | Stock | 7,000 | $30.6 萬 | 0.1% | +7,000 | 新進 | 歷史 |
| DSLDoubleLine Income Solutions Fund | COM | 23,040 | $29.0 萬 | 0.1% | +23,040 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,311 | $28.3 萬 | 0.1% | +3,311 | 新進 | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 22,800 | $28.0 萬 | 0.1% | +7,050+44.8% | 加碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 1,533 | $27.1 萬 | 0.1% | +1,533 | 新進 | 歷史 |
| CINFCincinnati Financial Corp | COM | 1,804 | $25.9 萬 | 0.1% | −30−1.6% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 9,440 | $25.9 萬 | 0.1% | +9,440 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,072 | $23.6 萬 | 0.1% | −14−1.3% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,401 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Pennymac Corp70932AAF0 | NOTE 5.500% 3/1 | 235,000 | $23.3 萬 | 0.1% | 00.0% | 不變 | – |
| VRTVertiv Holdings Co | COM CL A | 2,000 | $22.7 萬 | 0.1% | +2,000 | 新進 | 歷史 |
| Blackstone Mortgage Trust IN09257WAE0 | NOTE 5.500% 3/1 | 220,000 | $21.5 萬 | 0.1% | 00.0% | 不變 | – |
| INTAIntapp, Inc. | COM | 3,300 | $21.1 萬 | 0.1% | +3,300 | 新進 | 歷史 |
| QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund | COM SHS | 7,637 | $20.7 萬 | 0.1% | +7,637 | 新進 | 歷史 |
| PATHUiPath, Inc. | Stock | 10,255 | $13.0 萬 | <0.1% | −4,530−30.6% | 減碼 | 歷史 |
| Two HBRS Invt Corp90187BAB7 | NOTE 6.250% 1/1 | 10,000 | $1.02 萬 | <0.1% | 00.0% | 不變 | – |
2024 年第 3 季之後清倉（11 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CNCCentene Corp | Stock | 56,282 | $423.7 萬 | 2.0% | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 90,365 | $283.4 萬 | 1.3% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 16,195 | $205.4 萬 | 1.0% | 歷史 |
| SLBSLB Limited | Stock | 31,813 | $133.5 萬 | 0.6% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 6,479 | $104.1 萬 | 0.5% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 1,625 | $63.2 萬 | 0.3% | 歷史 |
| CMECME Group Inc. | COM | 2,859 | $63.1 萬 | 0.3% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 2,886 | $32.6 萬 | 0.2% | 歷史 |
| MRNAModerna, Inc. | Stock | 3,628 | $24.2 萬 | 0.1% | 歷史 |
| HSYHershey Co | COM | 1,087 | $20.8 萬 | 0.1% | 歷史 |
| Pennymac Corp70932AAD5 | NOTE 5.500%11/0 | 10,000 | $9,968 | <0.1% | – |