Byrne Asset Management LLC
KINGSTON NJ · SEC CIK 0001911322
$1.84亿2026Q2 申报市值
591持仓数
32.6%前十大占比 · 第一大 5.7%
66 / 49新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
C 加仓+$33.59万
OLED 新建仓+$32.87万
ZBRA 新建仓+$21.85万
PLAB 新建仓+$21.70万
ACM 新建仓+$20.98万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$142.15万
ALPHABET INC CLA 减仓-$66.29万
AMAT 减仓-$59.14万
ASTERA LABS INC 减仓-$58.20万
GLW 减仓-$51.47万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | $21.42万 | 0.12% | 710 | 0 | 0.0% | — | 不变 |
| PLAB | PHOTRONICS INC | $21.70万 | 0.12% | 6,671 | 6,671 | — | $21.70万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORP CLASS A | $21.85万 | 0.12% | 830 | 830 | — | $21.85万 | 新建仓 |
| HL | HECLA MNG CO | $21.97万 | 0.12% | 14,241 | 6,652 | 87.7% | $10.26万 | 加仓 |
| BTU | PEABODY ENERGY CORP NEW | $22.20万 | 0.12% | 9,600 | 2,715 | 39.4% | $6.28万 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $22.24万 | 0.12% | 362 | 11 | 3.1% | $6,758 | 加仓 |
| RCAT | RED CAT HLDGS INC | $22.54万 | 0.12% | 21,160 | 8,270 | 64.2% | $8.81万 | 加仓 |
| LOW | LOWES COS INC | $22.84万 | 0.12% | 1,036 | -5 | -0.5% | -$1,102 | 减仓 |
| — | NACCO INDS INC CLASS A | $22.86万 | 0.12% | 4,567 | 400 | 9.6% | $2.00万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $23.29万 | 0.13% | 311 | 1 | 0.3% | $749 | 加仓 |
| — | ATLANTA BRAVES HLDGS INCCLASS SERIES C | $23.66万 | 0.13% | 4,558 | 1,276 | 38.9% | $6.62万 | 重新持有 |
| VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | $23.87万 | 0.13% | 694 | -14 | -2.0% | -$4,815 | 减仓 |
| AGM | FEDERAL AGRIC MTG CORP CLASS C | $23.97万 | 0.13% | 1,203 | 120 | 11.1% | $2.39万 | 加仓 |
| — | CENTURI HLDGS INC EQUITYCLASS EQUITY | $24.52万 | 0.13% | 8,110 | 1,150 | 16.5% | $3.48万 | 加仓 |
| LRCX | LAM RESH CORP | $24.79万 | 0.13% | 572 | -25 | -4.2% | -$1.08万 | 减仓 |
| — | MARVELL TECHNOLOGY INC | $24.81万 | 0.13% | 833 | 103 | 14.1% | $3.07万 | 加仓 |
| VELO | VELO3D INC | $25.06万 | 0.14% | 14,280 | -15,030 | -51.3% | -$26.38万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $25.13万 | 0.14% | 4,210 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES IN | $25.14万 | 0.14% | 377 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP DEL | $25.49万 | 0.14% | 4,220 | -225 | -5.1% | -$1.36万 | 减仓 |
| — | CORECIVIC INC | $25.60万 | 0.14% | 8,425 | -6,550 | -43.7% | -$19.90万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $26.30万 | 0.14% | 260 | 8 | 3.2% | $8,091 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $26.50万 | 0.14% | 2,474 | -2 | -0.1% | -$214 | 减仓 |
| — | SURO CAPITAL CORP | $26.52万 | 0.14% | 21,150 | -2,890 | -12.0% | -$3.62万 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $26.56万 | 0.14% | 1,434 | 7 | 0.5% | $1,297 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $27.55万 | 0.15% | 5,139 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $27.73万 | 0.15% | 2,364 | -10 | -0.4% | -$1,173 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS | $28.12万 | 0.15% | 2,930 | -240 | -7.6% | -$2.30万 | 减仓 |
| MO | ALTRIA GROUP INC | $28.66万 | 0.16% | 3,984 | -20 | -0.5% | -$1,439 | 减仓 |
| NFLX | NETFLIX INC | $29.05万 | 0.16% | 4,068 | -170 | -4.0% | -$1.21万 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $29.26万 | 0.16% | 9,040 | -6,050 | -40.1% | -$19.58万 | 减仓 |
| XLV | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | $30.28万 | 0.16% | 1,909 | 146 | 8.3% | $2.32万 | 加仓 |
| MCD | MCDONALDS CORP | $30.30万 | 0.16% | 1,121 | 62 | 5.9% | $1.68万 | 加仓 |
| — | NTNL CINEMEDIA INC | $30.48万 | 0.17% | 80,202 | 16,252 | 25.4% | $6.18万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSIN | $30.77万 | 0.17% | 1,374 | 820 | 148.0% | $18.36万 | 加仓 |
| — | ALPHABET INC CLASS C | $30.99万 | 0.17% | 877 | 33 | 3.9% | $1.17万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS I | $31.12万 | 0.17% | 7,349 | -360 | -4.7% | -$1.52万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS IN | $31.14万 | 0.17% | 540 | 0 | 0.0% | — | 不变 |
| RMNI | RIMINI STR INC DEL | $31.22万 | 0.17% | 73,280 | 7,380 | 11.2% | $3.14万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GR | $31.39万 | 0.17% | 3,868 | -25 | -0.6% | -$2,029 | 减仓 |
| GILD | GILEAD SCIENCES INC | $31.40万 | 0.17% | 2,485 | -20 | -0.8% | -$2,527 | 减仓 |
| SPGI | S&P GLOBAL INC | $31.73万 | 0.17% | 779 | -81 | -9.4% | -$3.30万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $31.84万 | 0.17% | 1,674 | -32 | -1.9% | -$6,086 | 减仓 |
| SO | SOUTHERN CO | $31.88万 | 0.17% | 3,331 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $32.80万 | 0.18% | 5,757 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP | $32.87万 | 0.18% | 3,796 | 3,796 | — | $32.87万 | 新建仓 |
| NXDR | NEXTDOOR HLDGS INC CLASS A | $33.05万 | 0.18% | 145,600 | 16,000 | 12.3% | $3.63万 | 加仓 |
| — | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $33.43万 | 0.18% | 5,560 | -254 | -4.4% | -$1.53万 | 减仓 |
| SKY | CHAMPION HOMES INC | $33.45万 | 0.18% | 3,796 | 1,006 | 36.1% | $8.86万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $33.72万 | 0.18% | 4,213 | 400 | 10.5% | $3.20万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT A CLASS A | $35.11万 | 0.19% | 1,479 | -249 | -14.4% | -$5.91万 | 减仓 |
| AMGN | AMGEN INC | $35.38万 | 0.19% | 977 | 0 | 0.0% | — | 不变 |
| — | PINTEREST INC CLASS A | $35.50万 | 0.19% | 16,880 | 6,315 | 59.8% | $13.28万 | 加仓 |
| WFC | WELLS FARGO & CO | $36.80万 | 0.20% | 4,453 | -852 | -16.1% | -$7.04万 | 减仓 |
| — | JOHNSON CONTROLS INT F | $37.61万 | 0.20% | 2,574 | -354 | -12.1% | -$5.17万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $38.31万 | 0.21% | 1,275 | 105 | 9.0% | $3.15万 | 加仓 |
| MRK | MERCK & CO. INC. | $38.90万 | 0.21% | 3,027 | -10 | -0.3% | -$1,285 | 减仓 |
| ADBE | ADOBE INC | $39.90万 | 0.22% | 1,946 | -265 | -12.0% | -$5.43万 | 减仓 |
| EPAM | EPAM SYS INC | $41.38万 | 0.22% | 5,215 | 685 | 15.1% | $5.44万 | 加仓 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $42.54万 | 0.23% | 13,467 | -3,048 | -18.5% | -$9.63万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $44.11万 | 0.24% | 10,215 | -1,345 | -11.6% | -$5.81万 | 减仓 |
| ADSK | AUTODESK INC | $44.64万 | 0.24% | 2,296 | 756 | 49.1% | $14.70万 | 加仓 |
| INTC | INTEL CORP | $46.02万 | 0.25% | 3,296 | 1,067 | 47.9% | $14.90万 | 加仓 |
| ABBV | ABBVIE INC | $46.20万 | 0.25% | 1,836 | -14 | -0.8% | -$3,523 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $47.39万 | 0.26% | 1,140 | 10 | 0.9% | $4,157 | 加仓 |
| DG | DOLLAR GEN CORP NEW | $47.61万 | 0.26% | 4,136 | -643 | -13.5% | -$7.40万 | 减仓 |
| CVX | CHEVRON CORP NEW | $50.57万 | 0.27% | 3,051 | -348 | -10.2% | -$5.77万 | 减仓 |
| C | CITIGROUP INC | $50.88万 | 0.28% | 3,635 | 2,400 | 194.3% | $33.59万 | 加仓 |
| SRE | SEMPRA | $57.34万 | 0.31% | 6,185 | -920 | -12.9% | -$8.53万 | 减仓 |
| LLY | ELI LILLY AND CO | $62.01万 | 0.34% | 517 | 77 | 17.5% | $9.24万 | 加仓 |
| — | WISDOMTREE FLOATING RATETREASURY FUND | $63.95万 | 0.35% | 12,701 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $64.65万 | 0.35% | 26,848 | -2,863 | -9.6% | -$6.89万 | 减仓 |
| — | BLACKSTONE INC | $70.24万 | 0.38% | 5,969 | -726 | -10.8% | -$8.54万 | 减仓 |
| T | AT&T INC | $72.36万 | 0.39% | 34,958 | -2,966 | -7.8% | -$6.14万 | 减仓 |
| LYFT | LYFT INC CLASS A | $73.04万 | 0.40% | 49,990 | -875 | -1.7% | -$1.28万 | 减仓 |
| TDUP | THREDUP INC CLASS A | $75.35万 | 0.41% | 110,000 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS REIT | $75.75万 | 0.41% | 13,058 | 132 | 1.0% | $7,657 | 加仓 |
| MA | MASTERCARD INC CLASS CLASS A | $80.12万 | 0.44% | 1,560 | -5 | -0.3% | -$2,568 | 减仓 |
| — | SANDISK CORP | $82.76万 | 0.45% | 364 | -36 | -9.0% | -$8.19万 | 减仓 |
| ABT | ABBOTT LABS | $83.51万 | 0.45% | 9,203 | -2,478 | -21.2% | -$22.49万 | 减仓 |
| BA | BOEING CO | $84.60万 | 0.46% | 3,908 | -416 | -9.6% | -$9.01万 | 减仓 |
| JOE | ST JOE CO | $84.72万 | 0.46% | 13,527 | 3,270 | 31.9% | $20.48万 | 加仓 |
| RVTY | REVVITY INC | $85.07万 | 0.46% | 7,646 | -2,206 | -22.4% | -$24.54万 | 减仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $86.50万 | 0.47% | 11,557 | -242 | -2.1% | -$1.81万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $87.53万 | 0.48% | 13,675 | -2,970 | -17.8% | -$19.01万 | 减仓 |
| HD | HOME DEPOT INC | $88.06万 | 0.48% | 2,497 | -457 | -15.5% | -$16.12万 | 减仓 |
| KVUE | KENVUE INC | $91.19万 | 0.50% | 47,718 | -4,338 | -8.3% | -$8.29万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $92.87万 | 0.50% | 6,333 | -570 | -8.3% | -$8.36万 | 减仓 |
| GLD | SPDR GOLD SHARES | $95.08万 | 0.52% | 2,581 | -1,355 | -34.4% | -$49.92万 | 减仓 |
| CVS | CVS HEALTH CORP | $96.73万 | 0.53% | 9,350 | -866 | -8.5% | -$8.96万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $97.45万 | 0.53% | 5,115 | -20 | -0.4% | -$3,810 | 减仓 |
| COP | CONOCOPHILLIPS | $99.79万 | 0.54% | 9,599 | -724 | -7.0% | -$7.53万 | 减仓 |
| QCOM | QUALCOMM INC | $100.80万 | 0.55% | 5,455 | -955 | -14.9% | -$17.65万 | 减仓 |
| — | CRH PUBLIC LIMITED CO F | $102.77万 | 0.56% | 9,605 | -972 | -9.2% | -$10.40万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $104.01万 | 0.57% | 3,075 | -195 | -6.0% | -$6.60万 | 减仓 |
| — | KKR & CO INC | $104.51万 | 0.57% | 11,387 | -35 | -0.3% | -$3,212 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $107.63万 | 0.58% | 5,078 | -417 | -7.6% | -$8.84万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $109.03万 | 0.59% | 14,629 | -1,683 | -10.3% | -$12.54万 | 减仓 |
| FCX | FREEPORT-MCMORAN INC | $111.50万 | 0.61% | 17,729 | -1,180 | -6.2% | -$7.42万 | 减仓 |
| ORCL | ORACLE CORP | $112.15万 | 0.61% | 7,653 | -236 | -3.0% | -$3.46万 | 减仓 |