Left Brain Wealth Management, LLC
- SEC CIK
- 0001957370
- 最新申報
- 2026/7/30
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/30 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 99
- 較 2026 年第 1 季 +20
- 總值
- $3.32 億
- 較 2026 年第 1 季 +$7,706 萬 (+30.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 148,498 | $2,971 萬 | 9.0% | +1,733+1.2% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 46,062 | $2,200 萬 | 6.6% | −211−0.5% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 12,629 | $1,458 萬 | 4.4% | +5,446+75.8% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 17,735 | $1,282 萬 | 3.9% | +10,086+131.9% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 72,101 | $1,225 萬 | 3.7% | −1,193−1.6% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 28,283 | $1,057 萬 | 3.2% | −208−0.7% | 減碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 7,491 | $1,036 萬 | 3.1% | +4,518+152.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 17,528 | $1,018 萬 | 3.1% | +16,063+1,096.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 17,870 | $1,007 萬 | 3.0% | −2,208−11.0% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 22,773 | $982.6 萬 | 3.0% | +22,773 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 27,444 | $980.8 萬 | 3.0% | −1,015−3.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 25,832 | $975.8 萬 | 2.9% | −709−2.7% | 減碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 149,437 | $774.8 萬 | 2.3% | −5,294−3.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 32,221 | $768.0 萬 | 2.3% | +307+1.0% | 加碼 | 歷史 |
| BEBloom Energy Corp | COM CL A | 25,254 | $764.4 萬 | 2.3% | +22,860+954.9% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 9,854 | $752.0 萬 | 2.3% | +9,854 | 新進 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 22,233 | $744.4 萬 | 2.2% | +2,025+10.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 21,616 | $707.6 萬 | 2.1% | −24−0.1% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 20,034 | $682.6 萬 | 2.1% | −231−1.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 45,678 | $624.5 萬 | 1.9% | −3,150−6.5% | 減碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 17,845 | $566.6 萬 | 1.7% | +15,308+603.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 5,078 | $540.8 萬 | 1.6% | +368+7.8% | 加碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 61,984 | $539.5 萬 | 1.6% | +19,529+46.0% | 加碼 | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 413,881 | $529.8 萬 | 1.6% | −41,580−9.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,579 | $521.9 萬 | 1.6% | +10+0.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 15,207 | $521.7 萬 | 1.6% | −215−1.4% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 5,343 | $515.6 萬 | 1.6% | +4,608+626.9% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 68,766 | $496.2 萬 | 1.5% | −7,944−10.4% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 51,506 | $495.1 萬 | 1.5% | −2,303−4.3% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 3,191 | $374.9 萬 | 1.1% | +3,191 | 新進 | 歷史 |
| APHAmphenol Corp | CL A | 19,692 | $347.2 萬 | 1.0% | −590−2.9% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 48,208 | $344.2 萬 | 1.0% | +44,623+1,244.7% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 40,301 | $333.9 萬 | 1.0% | −7,108−15.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 7,733 | $325.3 萬 | 1.0% | +74+1.0% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 23,088 | $312.8 萬 | 0.9% | +23,088 | 新進 | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 8,718 | $237.1 萬 | 0.7% | +8,718 | 新進 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 4,468 | $215.8 萬 | 0.7% | +4,468 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 27,518 | $198.0 萬 | 0.6% | +246+0.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,638 | $194.3 萬 | 0.6% | −1,388−34.5% | 減碼 | – |
| CIENCiena Corp | COM NEW | 3,925 | $192.5 萬 | 0.6% | +2,982+316.2% | 加碼 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 82,416 | $184.3 萬 | 0.6% | +13,538+19.7% | 加碼 | 歷史 |
| HONHoneywell International Inc | Stock | 7,084 | $158.6 萬 | 0.5% | +7,084 | 新進 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 7,084 | $156.6 萬 | 0.5% | +7,084 | 新進 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 27,299 | $130.2 萬 | 0.4% | −23−0.1% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 63,286 | $128.9 萬 | 0.4% | −10,928−14.7% | 減碼 | – |
| SNDKSandisk Corp | COM | 545 | $123.9 萬 | 0.4% | +545 | 新進 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 4,745 | $116.4 萬 | 0.4% | +2,793+143.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 3,911 | $113.2 萬 | 0.3% | +1,457+59.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,768 | $97.8 萬 | 0.3% | +790+39.9% | 加碼 | 歷史 |
| NBISNebius Group N.V. | Stock | 3,165 | $87.4 萬 | 0.3% | +3,165 | 新進 | 歷史 |
| COHRCoherent Corp. | COM | 2,015 | $79.5 萬 | 0.2% | +2,015 | 新進 | 歷史 |
| APPAppLovin Corp | COM CL A | 1,531 | $78.9 萬 | 0.2% | +679+79.7% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,370 | $76.8 萬 | 0.2% | +576+72.5% | 加碼 | 歷史 |
| DOCNDigitalOcean Holdings, Inc. | COM | 4,780 | $75.1 萬 | 0.2% | +4,780 | 新進 | 歷史 |
| DSLDoubleLine Income Solutions Fund | COM | 64,090 | $70.9 萬 | 0.2% | −228−0.4% | 減碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 6,425 | $69.3 萬 | 0.2% | +6,425 | 新進 | – |
| MRVLMarvell Technology, Inc. | COM | 2,194 | $65.4 萬 | 0.2% | +2,194 | 新進 | 歷史 |
| BPBP PLC | ADR | 16,753 | $61.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LITELumentum Holdings Inc. | COM | 718 | $61.6 萬 | 0.2% | +718 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 1,614 | $58.4 萬 | 0.2% | −173−9.7% | 減碼 | 歷史 |
| NXTNextpower Inc. | Stock | 4,832 | $57.6 萬 | 0.2% | +1,127+30.4% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 1,250 | $54.2 萬 | 0.2% | +1,250 | 新進 | 歷史 |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 1,382 | $52.6 萬 | 0.2% | +1,382 | 新進 | 歷史 |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 1,570 | $52.3 萬 | 0.2% | +1,570 | 新進 | 歷史 |
| MKSIMKS Inc | COM | 1,070 | $47.6 萬 | 0.1% | +1,070 | 新進 | 歷史 |
| NVMINova Ltd. | COM | 815 | $44.2 萬 | 0.1% | +815 | 新進 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 1,685 | $43.9 萬 | 0.1% | +1,685 | 新進 | 歷史 |
| TERTeradyne, Inc | Stock | 900 | $43.5 萬 | 0.1% | +900 | 新進 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 515 | $43.2 萬 | 0.1% | +515 | 新進 | 歷史 |
| ARMArm Holdings PLC | ADR | 1,205 | $42.7 萬 | 0.1% | +1,205 | 新進 | 歷史 |
| RBRKRubrik, Inc. | Stock | 5,250 | $42.1 萬 | 0.1% | +5,250 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,002 | $41.6 萬 | 0.1% | +1,002 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 546 | $40.8 萬 | 0.1% | −544−49.9% | 減碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 2,333 | $40.5 萬 | 0.1% | +2,333 | 新進 | 歷史 |
| HTGCHercules Capital, Inc. | COM | 25,358 | $40.0 萬 | 0.1% | +15,158+148.6% | 加碼 | 歷史 |
| SFLSFL Corp Ltd. | SHS | 38,874 | $39.7 萬 | 0.1% | +6,947+21.8% | 加碼 | 歷史 |
| JBLJabil Inc | Stock | 1,000 | $38.5 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| TTMITTM Technologies Inc | COM | 2,030 | $38.0 萬 | 0.1% | +2,030 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,056 | $37.9 萬 | 0.1% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| KEYSKeysight Technologies, Inc. | Stock | 1,060 | $37.1 萬 | 0.1% | +60+6.0% | 加碼 | 歷史 |
| MXLMaxlinear, Inc | COM | 2,700 | $34.6 萬 | 0.1% | +2,700 | 新進 | 歷史 |
| FIXComfort Systems USA Inc | COM | 170 | $33.7 萬 | 0.1% | +170 | 新進 | 歷史 |
| BMEZBlackRock Health Sciences Term Trust | COM SHS | 20,544 | $31.5 萬 | 0.1% | +90.0% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 467 | $30.6 萬 | 0.1% | +467 | 新進 | – |
| PFEPfizer Inc | Stock | 12,417 | $29.9 萬 | 0.1% | +4,769+62.4% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 8,940 | $28.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 900 | $27.2 萬 | 0.1% | +900 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,460 | $27.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLPlanet Labs PBC | COM CL A | 7,650 | $25.3 萬 | 0.1% | +7,650 | 新進 | 歷史 |
| RIORio Tinto PLC | ADR | 2,614 | $24.8 萬 | 0.1% | +365+16.2% | 加碼 | 歷史 |
| BANDBandwidth Inc. | COM CL A | 3,900 | $24.7 萬 | 0.1% | +3,900 | 新進 | 歷史 |
| BSTZBlackRock Science & Technology Term Trust | SHS BEN INT | 7,838 | $23.5 萬 | 0.1% | +7,838 | 新進 | 歷史 |
| CEGConstellation Energy Corp | Stock | 900 | $22.4 萬 | 0.1% | +900 | 新進 | 歷史 |
| Blackstone Mortgage Trust IN09257WAE0 | NOTE 5.500% 3/1 | 220,000 | $22.2 萬 | 0.1% | 00.0% | 不變 | – |
| CLSCelestica Inc | Stock | 555 | $20.2 萬 | 0.1% | +555 | 新進 | 歷史 |
| iShares Inc464286772 | MSCI STH KOR ETF | 1,000 | $20.2 萬 | 0.1% | +1,000 | 新進 | – |
| SEZLSezzle Inc. | COM | 1,170 | $20.1 萬 | 0.1% | +1,170 | 新進 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 10,450 | $17.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CHYCalamos Convertible & High Income Fund | COM SHS | 11,150 | $15.2 萬 | <0.1% | +11,150 | 新進 | 歷史 |
2026 年第 1 季之後清倉（21 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PLTRPalantir Technologies Inc. | Stock | 46,477 | $679.9 萬 | 2.7% | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 35,223 | $676.0 萬 | 2.7% | – |
| MCKMcKesson Corp | Stock | 6,994 | $605.2 萬 | 2.4% | 歷史 |
| WMWaste Management Inc | Stock | 26,246 | $603.1 萬 | 2.4% | 歷史 |
| WMTWalmart Inc. | Stock | 35,501 | $441.2 萬 | 1.7% | 歷史 |
| GLDSPDR Gold Trust | ETF | 9,039 | $388.9 萬 | 1.5% | 歷史 |
| CORCencora, Inc. | Stock | 11,979 | $376.3 萬 | 1.5% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 39,447 | $364.1 萬 | 1.4% | 歷史 |
| CMECME Group Inc. | COM | 11,484 | $339.2 萬 | 1.3% | 歷史 |
| HONHoneywell International Inc | COM | 13,784 | $311.6 萬 | 1.2% | 歷史 |
| PGRProgressive Corp | Stock | 15,635 | $309.9 萬 | 1.2% | 歷史 |
| ROLRollins Inc | COM | 54,311 | $290.1 萬 | 1.1% | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 32,032 | $205.3 萬 | 0.8% | – |
| NOWServiceNow, Inc. | Stock | 18,890 | $197.5 萬 | 0.8% | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,699 | $58.7 萬 | 0.2% | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 916 | $43.9 萬 | 0.2% | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,585 | $32.9 萬 | 0.1% | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,250 | $26.9 萬 | 0.1% | – |
| CELHCelsius Holdings, Inc. | COM NEW | 5,975 | $21.2 萬 | 0.1% | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 17,000 | $11.3 萬 | <0.1% | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 10,000 | $11.1 萬 | <0.1% | 歷史 |