Left Brain Wealth Management, LLC
- SEC CIK
- 0001957370
- 最新申報
- 2026/7/30
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/12 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 98
- 較 2025 年第 2 季 +2
- 總值
- $3.19 億
- 較 2025 年第 2 季 +$3,485 萬 (+12.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 147,879 | $2,759 萬 | 8.7% | +77+0.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 23,665 | $1,738 萬 | 5.5% | +428+1.8% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 94,440 | $1,723 萬 | 5.4% | +170.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 11,516 | $1,381 萬 | 4.3% | −45−0.4% | 減碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 88,709 | $1,270 萬 | 4.0% | +1,514+1.7% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 44,811 | $1,252 萬 | 3.9% | −76−0.2% | 減碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 17,322 | $1,245 萬 | 3.9% | +2,350+15.7% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 81,520 | $1,188 萬 | 3.7% | −85−0.1% | 減碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 15,768 | $1,132 萬 | 3.6% | +1,971+14.3% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 19,054 | $934.4 萬 | 2.9% | +90+0.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 27,297 | $900.6 萬 | 2.8% | +1,647+6.4% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 27,651 | $831.8 萬 | 2.6% | +77+0.3% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 78,258 | $766.7 萬 | 2.4% | +731+0.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 34,024 | $747.1 萬 | 2.3% | +89+0.3% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 145,647 | $683.5 萬 | 2.1% | +1,497+1.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 12,231 | $633.5 萬 | 2.0% | +76+0.6% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 21,495 | $606.7 萬 | 1.9% | +164+0.8% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 26,317 | $581.2 萬 | 1.8% | −369−1.4% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 6,044 | $556.2 萬 | 1.7% | +34+0.6% | 加碼 | 歷史 |
| HTGCHercules Capital, Inc. | COM | 290,883 | $550.1 萬 | 1.7% | +6,815+2.4% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 2,272 | $531.0 萬 | 1.7% | +27+1.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 15,218 | $519.5 萬 | 1.6% | +47+0.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,436 | $503.2 萬 | 1.6% | +34+0.6% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 17,362 | $489.9 萬 | 1.5% | −111−0.6% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 35,401 | $381.7 萬 | 1.2% | +706+2.0% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 4,925 | $380.5 萬 | 1.2% | −64−1.3% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 11,975 | $374.3 萬 | 1.2% | −34−0.3% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 53,050 | $357.1 萬 | 1.1% | −74−0.1% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 4,855 | $338.9 萬 | 1.1% | +2,260+87.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 7,328 | $325.9 萬 | 1.0% | −74−1.0% | 減碼 | 歷史 |
| CICigna Group | Stock | 11,284 | $325.3 萬 | 1.0% | −359−3.1% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 53,279 | $313.0 萬 | 1.0% | −1,667−3.0% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 11,380 | $307.5 萬 | 1.0% | −153−1.3% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 12,367 | $305.4 萬 | 1.0% | +168+1.4% | 加碼 | 歷史 |
| DGDollar General Corp | COM | 28,077 | $290.2 萬 | 0.9% | −318−1.1% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 18,216 | $274.8 萬 | 0.9% | +13,641+298.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,254 | $216.0 萬 | 0.7% | −3,620−36.7% | 減碼 | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 13,200 | $192.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| NBISNebius Group N.V. | Stock | 16,475 | $185.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 26,788 | $177.0 萬 | 0.6% | −17−0.1% | 減碼 | 歷史 |
| RBLXRoblox Corp | Stock | 12,596 | $174.5 萬 | 0.5% | +3,866+44.3% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 10,331 | $153.5 萬 | 0.5% | +1,688+19.5% | 加碼 | 歷史 |
| RITMRithm Capital Corp. | REIT | 125,140 | $142.5 萬 | 0.4% | +31,590+33.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 63,996 | $133.9 萬 | 0.4% | +2,114+3.4% | 加碼 | – |
| ZSZscaler, Inc. | Stock | 3,730 | $111.8 萬 | 0.4% | +442+13.4% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 25,285 | $106.8 萬 | 0.3% | +660+2.7% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 4,953 | $106.3 萬 | 0.3% | +188+3.9% | 加碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 4,570 | $105.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 50,430 | $101.9 萬 | 0.3% | +25,782+104.6% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 3,066 | $99.2 萬 | 0.3% | +143+4.9% | 加碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 16,300 | $93.7 萬 | 0.3% | +5,500+50.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,980 | $92.5 萬 | 0.3% | −249−2.7% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,306 | $87.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 4,375 | $85.7 萬 | 0.3% | +1,675+62.0% | 加碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 1,522 | $73.5 萬 | 0.2% | +55+3.7% | 加碼 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 3,100 | $73.2 萬 | 0.2% | +3,100 | 新進 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 770 | $70.9 萬 | 0.2% | +770 | 新進 | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 8,325 | $69.4 萬 | 0.2% | +8,325 | 新進 | 歷史 |
| DSLDoubleLine Income Solutions Fund | COM | 53,680 | $65.9 萬 | 0.2% | +13,130+32.4% | 加碼 | 歷史 |
| LIFLife360, Inc. | COM | 6,200 | $65.9 萬 | 0.2% | +6,200 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,739 | $63.4 萬 | 0.2% | −1,006−26.9% | 減碼 | 歷史 |
| PEverpure, Inc. | CL A | 7,500 | $62.9 萬 | 0.2% | +7,500 | 新進 | 歷史 |
| ARCCAres Capital Corp | CEF | 29,890 | $61.0 萬 | 0.2% | +20,095+205.2% | 加碼 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 10,700 | $60.7 萬 | 0.2% | +200+1.9% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,235 | $57.8 萬 | 0.2% | −400−24.5% | 減碼 | – |
| BPBP PLC | ADR | 16,753 | $57.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| STRKStrategy Inc | SERIES A PERP PF | 6,075 | $55.7 萬 | 0.2% | +6,075 | 新進 | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 1,651 | $53.1 萬 | 0.2% | −381−18.8% | 減碼 | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 42,550 | $52.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,036 | $52.1 萬 | 0.2% | −53−4.9% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,832 | $51.7 萬 | 0.2% | −129−6.6% | 減碼 | 歷史 |
| ZETAZeta Global Holdings Corp. | CL A | 25,800 | $51.3 萬 | 0.2% | +10,000+63.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 2,006 | $51.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| YOUClear Secure, Inc. | COM CL A | 14,725 | $49.2 萬 | 0.2% | +5,500+59.6% | 加碼 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 6,725 | $49.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RBRKRubrik, Inc. | Stock | 5,775 | $47.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 75,000 | $45.9 萬 | 0.1% | +75,000 | 新進 | 歷史 |
| OPRAOpera Ltd | SPONSORED ADS | 21,550 | $44.5 萬 | 0.1% | +550+2.6% | 加碼 | 歷史 |
| CRCLCircle Internet Group, Inc. | COM CL A | 3,275 | $43.4 萬 | 0.1% | +3,275 | 新進 | 歷史 |
| DASHDoorDash, Inc. | Stock | 1,595 | $43.4 萬 | 0.1% | +500+45.7% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 16,000 | $42.3 萬 | 0.1% | +16,000 | 新進 | 歷史 |
| RKTRocket Companies, Inc. | Stock | 21,000 | $40.7 萬 | 0.1% | +11,000+110.0% | 加碼 | 歷史 |
| SRADSportradar Group AG | CLASS A ORD SHS | 15,100 | $40.6 萬 | 0.1% | +4,000+36.0% | 加碼 | 歷史 |
| CVNACarvana Co. | CL A | 1,025 | $38.7 萬 | 0.1% | +1,025 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,297 | $35.3 萬 | 0.1% | −7,814−77.3% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1,000 | $33.7 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| MDBMongoDB, Inc. | CL A | 1,075 | $33.4 萬 | 0.1% | +1,075 | 新進 | 歷史 |
| INODInnodata Inc | COM NEW | 4,300 | $33.1 萬 | 0.1% | +4,300 | 新進 | 歷史 |
| ROKURoku, Inc | COM CL A | 3,100 | $31.0 萬 | 0.1% | +3,100 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,460 | $30.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IOTSamsara Inc. | Stock | 7,650 | $28.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 9,440 | $26.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288588 | MBS ETF | 2,737 | $26.0 萬 | 0.1% | −525−16.1% | 減碼 | – |
| Pennymac Corp70932AAF0 | NOTE 5.500% 3/1 | 235,000 | $23.5 萬 | 0.1% | 00.0% | 不變 | – |
| STWDStarwood Property Trust, Inc. | COM | 11,950 | $23.1 萬 | 0.1% | +1,325+12.5% | 加碼 | 歷史 |
| Blackstone Mortgage Trust IN09257WAE0 | NOTE 5.500% 3/1 | 220,000 | $21.7 萬 | 0.1% | 00.0% | 不變 | – |
| CINFCincinnati Financial Corp | COM | 1,362 | $21.5 萬 | 0.1% | −119−8.0% | 減碼 | 歷史 |
| Two HBRS Invt Corp90187BAB7 | NOTE 6.250% 1/1 | 10,000 | $1.00 萬 | <0.1% | 00.0% | 不變 | – |
2025 年第 2 季之後清倉（12 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CMGChipotle Mexican Grill Inc | COM | 42,647 | $239.5 萬 | 0.8% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 26,070 | $187.7 萬 | 0.7% | 歷史 |
| SEZLSezzle Inc. | COM | 3,300 | $59.2 萬 | 0.2% | 歷史 |
| MNDYmonday.com Ltd. | SHS | 1,870 | $58.8 萬 | 0.2% | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 6,600 | $42.7 萬 | 0.2% | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 4,401 | $40.4 萬 | 0.1% | – |
| TEAMAtlassian Corp | CL A | 1,600 | $32.5 萬 | 0.1% | 歷史 |
| PINSPinterest, Inc. | CL A | 8,850 | $31.7 萬 | 0.1% | 歷史 |
| NTNXNutanix, Inc. | Stock | 4,150 | $31.7 萬 | 0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,417 | $31.7 萬 | 0.1% | 歷史 |
| PLMRPalomar Holdings, Inc. | Stock | 1,500 | $23.1 萬 | 0.1% | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 591 | $22.2 萬 | 0.1% | 歷史 |