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 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | $113.96万 | 0.62% | 970 | -241 | -19.9% | -$28.31万 | 减仓 |
| LEN/B | LENNAR CORP CLASS B | $114.59万 | 0.62% | 12,917 | -1,355 | -9.5% | -$12.02万 | 减仓 |
| — | EXXON MOBIL CORP | $119.63万 | 0.65% | 8,750 | -407 | -4.4% | -$5.56万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS | $123.18万 | 0.67% | 4,401 | -245 | -5.3% | -$6.86万 | 减仓 |
| — | WARNER BROS DISCOVERY INCLASS SERIES A | $126.93万 | 0.69% | 47,610 | -6,000 | -11.2% | -$16.00万 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $130.53万 | 0.71% | 13,677 | -917 | -6.3% | -$8.75万 | 减仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $133.14万 | 0.72% | 8,413 | -817 | -8.9% | -$12.93万 | 减仓 |
| VVR | INVESCO SENIOR INCOME TR | $138.15万 | 0.75% | 460,490 | -74,150 | -13.9% | -$22.25万 | 减仓 |
| DIS | DISNEY WALT CO | $138.76万 | 0.75% | 14,417 | -1,398 | -8.8% | -$13.46万 | 减仓 |
| WMT | WALMART INC | $139.83万 | 0.76% | 12,346 | -1,204 | -8.9% | -$13.64万 | 减仓 |
| — | FRANKLIN LIMITED DURATIO | $141.03万 | 0.77% | 243,580 | -38,980 | -13.8% | -$22.57万 | 减仓 |
| — | BLACKROCK FLOATING RATE | $142.69万 | 0.78% | 133,860 | -21,740 | -14.0% | -$23.17万 | 减仓 |
| DE | DEERE & CO | $145.39万 | 0.79% | 2,292 | -117 | -4.9% | -$7.42万 | 减仓 |
| — | BLACKROCK FLOAT RATE STR | $145.89万 | 0.79% | 132,750 | -21,180 | -13.8% | -$23.28万 | 减仓 |
| — | ALLSPRING MULTI SECTOR I | $146.41万 | 0.80% | 158,970 | -25,960 | -14.0% | -$23.91万 | 减仓 |
| BLK | BLACKROCK INC NEW | $147.21万 | 0.80% | 1,531 | -99 | -6.1% | -$9.52万 | 减仓 |
| NRG | NRG ENERGY INC | $148.67万 | 0.81% | 10,179 | -656 | -6.1% | -$9.58万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $160.38万 | 0.87% | 3,205 | -276 | -7.9% | -$13.81万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $170.92万 | 0.93% | 3,579 | -301 | -7.8% | -$14.37万 | 减仓 |
| — | GE AEROSPACE | $182.64万 | 0.99% | 4,887 | -555 | -10.2% | -$20.74万 | 减仓 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $189.59万 | 1.03% | 953 | -60 | -5.9% | -$11.94万 | 减仓 |
| IBM | IBM CORP | $196.31万 | 1.07% | 6,981 | -372 | -5.1% | -$10.46万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $216.08万 | 1.17% | 1,872 | 52 | 2.9% | $6.00万 | 加仓 |
| META | META PLATFORMS INC CLASS A | $217.66万 | 1.18% | 3,864 | -319 | -7.6% | -$17.97万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $226.65万 | 1.23% | 3,300 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $238.80万 | 1.30% | 20,330 | -1,465 | -6.7% | -$17.21万 | 减仓 |
| TOL | TOLL BROS INC | $247.88万 | 1.35% | 15,046 | -949 | -5.9% | -$15.63万 | 减仓 |
| V | VISA INC CLASS A | $251.52万 | 1.37% | 7,331 | -480 | -6.1% | -$16.47万 | 减仓 |
| — | RTX CORP | $253.10万 | 1.38% | 13,340 | -977 | -6.8% | -$18.54万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $290.93万 | 1.58% | 8,888 | -727 | -7.6% | -$23.80万 | 减仓 |
| CAT | CATERPILLAR INC | $366.33万 | 1.99% | 3,440 | -295 | -7.9% | -$31.41万 | 减仓 |
| AMAT | APPLIED MATLS INC | $415.58万 | 2.26% | 5,748 | -818 | -12.5% | -$59.14万 | 减仓 |
| GLW | CORNING INC | $460.26万 | 2.50% | 18,019 | -2,015 | -10.1% | -$51.47万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $461.49万 | 2.51% | 18,171 | -353 | -1.9% | -$8.97万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES I | $514.57万 | 2.80% | 8,858 | -2,447 | -21.6% | -$142.15万 | 减仓 |
| AMZN | AMAZON.COM INC | $543.53万 | 2.95% | 22,805 | -1,573 | -6.5% | -$37.49万 | 减仓 |
| NVDA | NVIDIA CORP | $662.24万 | 3.60% | 33,097 | -2,466 | -6.9% | -$49.34万 | 减仓 |
| MSFT | MICROSOFT CORP | $707.66万 | 3.84% | 18,971 | -1,216 | -6.0% | -$45.36万 | 减仓 |
| AAPL | APPLE INC | $816.72万 | 4.44% | 28,225 | -1,263 | -4.3% | -$36.55万 | 减仓 |
| — | ALPHABET INC CLASS A | $1,054.74万 | 5.73% | 29,514 | -1,855 | -5.9% | -$66.29万 | 减仓 |