Left Brain Wealth Management, LLC
- SEC CIK
- 0001957370
- 最新申報
- 2026/7/30
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/30 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 79
- 較 2025 年第 4 季 −5
- 總值
- $2.55 億
- 較 2025 年第 4 季 −$3,449 萬 (−11.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 146,765 | $2,560 萬 | 10.1% | +1,027+0.7% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 46,273 | $1,564 萬 | 6.1% | +615+1.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 20,078 | $1,149 萬 | 4.5% | −1,817−8.3% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 73,294 | $899.9 萬 | 3.5% | −4,525−5.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 48,828 | $828.4 萬 | 3.3% | +48,828 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 26,541 | $821.5 萬 | 3.2% | +288+1.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 28,459 | $818.4 萬 | 3.2% | +26,735+1,550.8% | 加碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 154,731 | $814.5 萬 | 3.2% | +7,770+5.3% | 加碼 | – |
| GEGeneral Electric Co | Stock | 28,491 | $808.5 萬 | 3.2% | +280+1.0% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 46,477 | $679.9 萬 | 2.7% | −48,171−50.9% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 35,223 | $676.0 萬 | 2.7% | +35,223 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 31,914 | $664.7 萬 | 2.6% | −71−0.2% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 20,265 | $660.5 萬 | 2.6% | −17−0.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 21,640 | $636.6 萬 | 2.5% | +9,374+76.4% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 6,994 | $605.2 萬 | 2.4% | +146+2.1% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 26,246 | $603.1 萬 | 2.4% | +162+0.6% | 加碼 | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 455,461 | $561.6 萬 | 2.2% | +378,403+491.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,569 | $554.9 萬 | 2.2% | +99+1.8% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 76,710 | $551.8 萬 | 2.2% | +2,620+3.5% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 20,208 | $506.4 萬 | 2.0% | +1,050+5.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 15,422 | $466.1 萬 | 1.8% | +31+0.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 35,501 | $441.2 萬 | 1.7% | +21,260+149.3% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 53,809 | $389.9 萬 | 1.5% | +422+0.8% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 9,039 | $388.9 萬 | 1.5% | +9,039 | 新進 | 歷史 |
| CORCencora, Inc. | Stock | 11,979 | $376.3 萬 | 1.5% | −70−0.6% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 39,447 | $364.1 萬 | 1.4% | −101−0.3% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 11,484 | $339.2 萬 | 1.3% | +91+0.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,710 | $333.7 萬 | 1.3% | +4,710 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 47,409 | $330.7 萬 | 1.3% | +47,409 | 新進 | – |
| MPWRMonolithic Power Systems, Inc. | COM | 2,973 | $325.1 萬 | 1.3% | +2,141+257.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 13,784 | $311.6 萬 | 1.2% | +13,784 | 新進 | 歷史 |
| PGRProgressive Corp | Stock | 15,635 | $309.9 萬 | 1.2% | +3,006+23.8% | 加碼 | 歷史 |
| ROLRollins Inc | COM | 54,311 | $290.1 萬 | 1.1% | +99+0.2% | 加碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 42,455 | $284.7 萬 | 1.1% | +42,455 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 7,659 | $284.7 萬 | 1.1% | −78−1.0% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 7,649 | $261.4 萬 | 1.0% | +7,649 | 新進 | 歷史 |
| APHAmphenol Corp | CL A | 20,282 | $256.3 萬 | 1.0% | +18,587+1,096.6% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 7,183 | $242.7 萬 | 1.0% | +5,933+474.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,026 | $232.4 萬 | 0.9% | +4,026 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 32,032 | $205.3 萬 | 0.8% | +32,032 | 新進 | – |
| NOWServiceNow, Inc. | Stock | 18,890 | $197.5 萬 | 0.8% | −7,030−27.1% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 27,272 | $180.0 萬 | 0.7% | +475+1.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 74,214 | $151.5 萬 | 0.6% | +8,208+12.4% | 加碼 | – |
| NLYAnnaly Capital Management Inc | REIT | 68,878 | $145.7 萬 | 0.6% | −13,627−16.5% | 減碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 27,322 | $119.7 萬 | 0.5% | +597+2.2% | 加碼 | 歷史 |
| BPBP PLC | ADR | 16,753 | $78.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,090 | $70.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 2,537 | $69.8 萬 | 0.3% | +1,353+114.3% | 加碼 | 歷史 |
| DSLDoubleLine Income Solutions Fund | COM | 64,318 | $69.7 萬 | 0.3% | +2,221+3.6% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,787 | $62.9 萬 | 0.2% | −15−0.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 2,454 | $62.3 萬 | 0.2% | +25+1.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,699 | $58.7 萬 | 0.2% | −40−1.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,978 | $56.7 萬 | 0.2% | −42−2.1% | 減碼 | 歷史 |
| NXTNextpower Inc. | Stock | 3,705 | $44.7 萬 | 0.2% | −990−21.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 916 | $43.9 萬 | 0.2% | −120−11.6% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 1,952 | $40.3 萬 | 0.2% | −4,870−71.4% | 減碼 | 歷史 |
| CIENCiena Corp | COM NEW | 943 | $36.6 萬 | 0.1% | +943 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 3,585 | $34.5 萬 | 0.1% | −110,103−96.8% | 減碼 | 歷史 |
| SFLSFL Corp Ltd. | SHS | 31,927 | $34.4 萬 | 0.1% | +9,562+42.8% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 852 | $33.9 萬 | 0.1% | −15,522−94.8% | 減碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 794 | $33.7 萬 | 0.1% | −15,103−95.0% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,585 | $32.9 萬 | 0.1% | +3,585 | 新進 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 764 | $32.6 萬 | 0.1% | 00.0% | 不變 | – |
| BEBloom Energy Corp | COM CL A | 2,394 | $32.4 萬 | 0.1% | +2,394 | 新進 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 8,940 | $30.0 萬 | 0.1% | −500−5.3% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,465 | $29.8 萬 | 0.1% | +1,465 | 新進 | 歷史 |
| BMEZBlackRock Health Sciences Term Trust | COM SHS | 20,535 | $29.5 萬 | 0.1% | +2,674+15.0% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 735 | $28.8 萬 | 0.1% | −1,030−58.4% | 減碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 1,000 | $28.2 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,250 | $26.9 萬 | 0.1% | −1,246−49.9% | 減碼 | – |
| KMBKimberly Clark Corp | Stock | 2,460 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Blackstone Mortgage Trust IN09257WAE0 | NOTE 5.500% 3/1 | 220,000 | $21.9 萬 | 0.1% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 7,648 | $21.5 萬 | 0.1% | +7,648 | 新進 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 5,975 | $21.2 萬 | 0.1% | +5,975 | 新進 | 歷史 |
| RIORio Tinto PLC | ADR | 2,249 | $21.0 萬 | 0.1% | +2,249 | 新進 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 10,450 | $18.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HTGCHercules Capital, Inc. | COM | 10,200 | $15.1 萬 | 0.1% | −285,553−96.6% | 減碼 | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 17,000 | $11.3 萬 | <0.1% | +17,000 | 新進 | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 10,000 | $11.1 萬 | <0.1% | −7,400−42.5% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（24 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HOODRobinhood Markets, Inc. | Stock | 82,044 | $927.9 萬 | 3.2% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 18,489 | $866.7 萬 | 3.0% | 歷史 |
| MSFTMicrosoft Corp | Stock | 12,045 | $582.5 萬 | 2.0% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 17,850 | $528.7 萬 | 1.8% | 歷史 |
| SHOPShopify Inc. | Stock | 28,541 | $459.4 萬 | 1.6% | 歷史 |
| MELIMercadolibre Inc | COM | 2,054 | $413.7 萬 | 1.4% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 4,569 | $265.3 萬 | 0.9% | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 8,321 | $119.7 萬 | 0.4% | 歷史 |
| RITMRithm Capital Corp. | REIT | 98,915 | $107.8 萬 | 0.4% | 歷史 |
| RDDTReddit, Inc. | Stock | 4,570 | $105.1 萬 | 0.4% | 歷史 |
| ARCCAres Capital Corp | CEF | 31,834 | $64.4 萬 | 0.2% | 歷史 |
| ALABAstera Labs, Inc. | Stock | 3,375 | $56.1 萬 | 0.2% | 歷史 |
| ZSZscaler, Inc. | Stock | 2,325 | $52.3 萬 | 0.2% | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 1,600 | $41.8 萬 | 0.1% | 歷史 |
| MDBMongoDB, Inc. | CL A | 875 | $36.7 萬 | 0.1% | 歷史 |
| NBISNebius Group N.V. | Stock | 4,275 | $35.8 萬 | 0.1% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 472 | $29.6 萬 | 0.1% | – |
| DDOGDatadog, Inc. | CL A COM | 2,045 | $27.8 萬 | 0.1% | 歷史 |
| Pennymac Corp70932AAF0 | NOTE 5.500% 3/1 | 235,000 | $24.1 萬 | 0.1% | – |
| ROKURoku, Inc | COM CL A | 2,100 | $22.8 萬 | 0.1% | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 492 | $21.9 萬 | 0.1% | – |
| LPLALPL Financial Holdings Inc. | COM | 591 | $21.1 萬 | 0.1% | 歷史 |
| RBLXRoblox Corp | Stock | 2,526 | $20.5 萬 | 0.1% | 歷史 |
| Two HBRS Invt Corp90187BAB7 | NOTE 6.250% 1/1 | 10,000 | $1.03 萬 | <0.1% | – |