Left Brain Wealth Management, LLC
- SEC CIK
- 0001957370
- 最新申報
- 2026/7/30
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/1 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 89
- 較 2024 年第 4 季 −4
- 總值
- $2.29 億
- 較 2024 年第 4 季 −$3,562 萬 (−13.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 199,735 | $2,165 萬 | 9.4% | −7,818−3.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 22,757 | $1,312 萬 | 5.7% | −1,073−4.5% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 128,825 | $1,087 萬 | 4.7% | −9,951−7.2% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 11,435 | $1,066 萬 | 4.7% | −445−3.7% | 減碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 144,935 | $752.8 萬 | 3.3% | −967−0.7% | 減碼 | – |
| AXONAxon Enterprise, Inc. | COM | 13,655 | $718.2 萬 | 3.1% | −191−1.4% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 40,220 | $667.7 萬 | 2.9% | +21,388+113.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 33,743 | $642.0 萬 | 2.8% | −3,097−8.4% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 18,148 | $639.9 萬 | 2.8% | −2,529−12.2% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 78,112 | $569.1 萬 | 2.5% | +6,179+8.6% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 72,817 | $564.2 萬 | 2.5% | −3,501−4.6% | 減碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 39,999 | $547.7 萬 | 2.4% | +14,263+55.4% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 26,826 | $536.9 萬 | 2.3% | −180−0.7% | 減碼 | 歷史 |
| HTGCHercules Capital, Inc. | COM | 278,894 | $535.8 萬 | 2.3% | +3,018+1.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 15,203 | $532.8 萬 | 2.3% | −77−0.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,241 | $495.7 萬 | 2.2% | −55−1.0% | 減碼 | 歷史 |
| PEverpure, Inc. | CL A | 110,823 | $490.6 萬 | 2.1% | −3,212−2.8% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 87,249 | $477.4 萬 | 2.1% | −2,910−3.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,935 | $448.0 萬 | 2.0% | −48−0.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 17,664 | $439.2 萬 | 1.9% | +16,592+1,547.8% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 5,318 | $423.4 萬 | 1.8% | −878−14.2% | 減碼 | 歷史 |
| CICigna Group | Stock | 11,758 | $386.8 萬 | 1.7% | −676−5.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,617 | $381.3 萬 | 1.7% | −199−4.1% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 38,698 | $369.5 萬 | 1.6% | +5,566+16.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 20,710 | $346.7 萬 | 1.5% | −57−0.3% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 32,683 | $343.9 萬 | 1.5% | −6,027−15.6% | 減碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 20,344 | $336.9 萬 | 1.5% | +18,811+1,227.1% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 11,827 | $334.7 萬 | 1.5% | −257−2.1% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 11,934 | $331.9 萬 | 1.4% | −290−2.4% | 減碼 | 歷史 |
| XYZBlock, Inc. | CL A | 52,136 | $283.3 萬 | 1.2% | −8,141−13.5% | 減碼 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 140,050 | $273.5 萬 | 1.2% | −18,052−11.4% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 1,796 | $257.3 萬 | 1.1% | +45+2.6% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 9,472 | $251.0 萬 | 1.1% | −6,805−41.8% | 減碼 | 歷史 |
| HUBSHubSpot Inc | COM | 3,817 | $218.1 萬 | 1.0% | −254−6.2% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 42,967 | $215.7 萬 | 0.9% | −4,781−10.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,920 | $205.3 萬 | 0.9% | −163−4.0% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 6,572 | $200.6 萬 | 0.9% | −177−2.6% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 7,495 | $194.2 萬 | 0.8% | −578−7.2% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 6,211 | $187.6 萬 | 0.8% | −187−2.9% | 減碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 83,545 | $185.1 萬 | 0.8% | +13,270+18.9% | 加碼 | 歷史 |
| DKNGDraftKings Inc. | Stock | 51,228 | $170.1 萬 | 0.7% | −361−0.7% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 26,539 | $159.3 萬 | 0.7% | +497+1.9% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 59,067 | $122.3 萬 | 0.5% | +9,995+20.4% | 加碼 | – |
| DOCUDocuSign, Inc. | Stock | 13,364 | $108.8 萬 | 0.5% | −4,195−23.9% | 減碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 23,590 | $89.8 萬 | 0.4% | +1,850+8.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,970 | $83.2 萬 | 0.4% | −325−7.6% | 減碼 | 歷史 |
| RITMRithm Capital Corp. | REIT | 64,830 | $74.2 萬 | 0.3% | +11,025+20.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,399 | $73.7 萬 | 0.3% | +79+0.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,306 | $73.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,772 | $69.6 萬 | 0.3% | −234−3.3% | 減碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 16,425 | $68.4 萬 | 0.3% | +5,525+50.7% | 加碼 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 6,039 | $67.5 萬 | 0.3% | +83+1.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,137 | $66.6 萬 | 0.3% | −86−3.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 2,826 | $62.8 萬 | 0.3% | −90−3.1% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 132 | $60.8 萬 | 0.3% | +12+10.0% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,635 | $59.0 萬 | 0.3% | −120−6.8% | 減碼 | – |
| BPBP PLC | ADR | 16,753 | $56.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 1,600 | $54.1 萬 | 0.2% | +1,600 | 新進 | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 2,430 | $49.9 萬 | 0.2% | +2,430 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 918 | $48.9 萬 | 0.2% | +107+13.2% | 加碼 | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 1,479 | $45.9 萬 | 0.2% | −1,993−57.4% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 822 | $45.2 萬 | 0.2% | −360−30.5% | 減碼 | 歷史 |
| DSLDoubleLine Income Solutions Fund | COM | 34,115 | $43.0 萬 | 0.2% | +11,075+48.1% | 加碼 | 歷史 |
| AGNCAGNC Investment Corp. | REIT | 44,575 | $42.7 萬 | 0.2% | +4,000+9.9% | 加碼 | 歷史 |
| IOTSamsara Inc. | Stock | 10,200 | $39.1 萬 | 0.2% | +3,200+45.7% | 加碼 | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 31,250 | $38.7 萬 | 0.2% | +8,450+37.1% | 加碼 | 歷史 |
| SFLSFL Corp Ltd. | SHS | 47,035 | $38.6 萬 | 0.2% | +9,325+24.7% | 加碼 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 8,475 | $38.3 萬 | 0.2% | −2,250−21.0% | 減碼 | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 8,170 | $37.6 萬 | 0.2% | −3,500−30.0% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 3,305 | $37.2 萬 | 0.2% | +3,305 | 新進 | 歷史 |
| MELIMercadolibre Inc | COM | 187 | $36.5 萬 | 0.2% | +187 | 新進 | 歷史 |
| RBLXRoblox Corp | Stock | 6,150 | $35.8 萬 | 0.2% | +6,150 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,460 | $35.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PINSPinterest, Inc. | CL A | 10,300 | $31.9 萬 | 0.1% | +10,300 | 新進 | 歷史 |
| TOLToll Brothers, Inc. | COM | 3,000 | $31.7 萬 | 0.1% | +3,000 | 新進 | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 7,650 | $30.7 萬 | 0.1% | +7,650 | 新進 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 1,135 | $27.6 萬 | 0.1% | −445−28.2% | 減碼 | 歷史 |
| PLMRPalomar Holdings, Inc. | Stock | 2,000 | $27.4 萬 | 0.1% | +2,000 | 新進 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 9,440 | $26.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RBRKRubrik, Inc. | Stock | 4,200 | $25.6 萬 | 0.1% | +4,200 | 新進 | 歷史 |
| CINFCincinnati Financial Corp | COM | 1,664 | $24.6 萬 | 0.1% | −140−7.8% | 減碼 | 歷史 |
| Pennymac Corp70932AAF0 | NOTE 5.500% 3/1 | 235,000 | $23.2 萬 | 0.1% | 00.0% | 不變 | – |
| NTNXNutanix, Inc. | Stock | 3,200 | $22.3 萬 | 0.1% | +3,200 | 新進 | 歷史 |
| QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund | COM SHS | 9,082 | $21.6 萬 | 0.1% | +1,445+18.9% | 加碼 | 歷史 |
| Blackstone Mortgage Trust IN09257WAE0 | NOTE 5.500% 3/1 | 220,000 | $21.4 萬 | 0.1% | 00.0% | 不變 | – |
| RDDTReddit, Inc. | Stock | 2,000 | $21.0 萬 | 0.1% | +2,000 | 新進 | 歷史 |
| OPRAOpera Ltd | SPONSORED ADS | 10,490 | $16.7 萬 | 0.1% | −28,400−73.0% | 減碼 | 歷史 |
| MPTMedical Properties Trust Inc | COM | 20,000 | $12.1 萬 | 0.1% | +20,000 | 新進 | 歷史 |
| Two HBRS Invt Corp90187BAB7 | NOTE 6.250% 1/1 | 10,000 | $1.01 萬 | <0.1% | 00.0% | 不變 | – |
2024 年第 4 季之後清倉（17 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 80,191 | $862.6 萬 | 3.3% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 48,676 | $360.3 萬 | 1.4% | 歷史 |
| DELLDell Technologies Inc. | Stock | 29,677 | $342.0 萬 | 1.3% | 歷史 |
| ADBEAdobe Inc. | Stock | 1,509 | $67.1 萬 | 0.3% | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 7,700 | $65.2 萬 | 0.2% | 歷史 |
| YOUClear Secure, Inc. | COM CL A | 22,100 | $58.9 萬 | 0.2% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 3,545 | $50.7 萬 | 0.2% | 歷史 |
| ZSZscaler, Inc. | Stock | 2,656 | $47.9 萬 | 0.2% | 歷史 |
| MSTRStrategy Inc | Stock | 1,615 | $46.8 萬 | 0.2% | 歷史 |
| CARTMaplebear Inc. | COM | 10,575 | $43.8 萬 | 0.2% | 歷史 |
| ZETAZeta Global Holdings Corp. | CL A | 22,600 | $40.7 萬 | 0.2% | 歷史 |
| SNOWSnowflake Inc. | Stock | 2,160 | $33.4 萬 | 0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,311 | $28.3 萬 | 0.1% | 歷史 |
| ORCLOracle Corp | Stock | 1,401 | $23.3 萬 | 0.1% | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 2,000 | $22.7 萬 | 0.1% | 歷史 |
| INTAIntapp, Inc. | COM | 3,300 | $21.1 萬 | 0.1% | 歷史 |
| PATHUiPath, Inc. | Stock | 10,255 | $13.0 萬 | <0.1% | 歷史 |