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 |
|---|---|---|---|---|---|---|---|---|
| EOSE | EOS ENERGY ENTERPRISES ICLASS A | $14.17万 | 0.08% | 24,100 | 24,100 | — | $14.17万 | 新建仓 |
| IPGP | IPG PHOTONICS CORP | $13.90万 | 0.08% | 1,185 | 1,185 | — | $13.90万 | 新建仓 |
| HNRG | HALLADOR ENERGY CO | $13.55万 | 0.07% | 7,790 | -1,860 | -19.3% | -$3.23万 | 减仓 |
| FLR | FLUOR CORP NEW | $13.49万 | 0.07% | 2,575 | -2,675 | -51.0% | -$14.01万 | 减仓 |
| — | HERTZ GLOBAL HLDGS INC N | $13.44万 | 0.07% | 59,200 | 58,700 | 11,740.0% | $13.32万 | 重新持有 |
| TIGO | THE MAGNUM ICE CREAM C F | $13.38万 | 0.07% | 1,474 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $13.35万 | 0.07% | 2,785 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STS ANTIMONY CORP | $13.23万 | 0.07% | 18,220 | 990 | 5.7% | $7,187 | 加仓 |
| ESLT | ELBIT SYSTEMS LTD F | $13.13万 | 0.07% | 173 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS A | $13.10万 | 0.07% | 1,123 | 430 | 62.0% | $5.02万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $13.03万 | 0.07% | 1,484 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $12.84万 | 0.07% | 252 | 0 | 0.0% | — | 不变 |
| — | LUMEN TECHNOLOGIES INC | $12.83万 | 0.07% | 16,700 | 16,700 | — | $12.83万 | 新建仓 |
| APD | AIR PRODS & CHEMS INC | $12.72万 | 0.07% | 434 | 0 | 0.0% | — | 不变 |
| — | BACKBLAZE INC CLASS A | $12.67万 | 0.07% | 7,990 | 7,990 | — | $12.67万 | 新建仓 |
| — | CHEWY INC CLASS A | $12.62万 | 0.07% | 6,420 | 6,420 | — | $12.62万 | 新建仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $12.52万 | 0.07% | 835 | 0 | 0.0% | — | 不变 |
| BWMN | BOWMAN CONSULTING GROUP | $12.42万 | 0.07% | 4,254 | 36 | 0.9% | $1,051 | 加仓 |
| AGX | ARGAN INC | $12.38万 | 0.07% | 155 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOL | $12.37万 | 0.07% | 2,481 | 2,481 | — | $12.37万 | 新建仓 |
| — | PERRIGO CO PLC F | $12.20万 | 0.07% | 11,740 | 1,000 | 9.3% | $1.04万 | 加仓 |
| B | BARRICK MNG CORP F | $12.18万 | 0.07% | 3,317 | -2,386 | -41.8% | -$8.76万 | 减仓 |
| — | EDGEWELL PERS CARE CO | $11.66万 | 0.06% | 4,342 | 4,342 | — | $11.66万 | 新建仓 |
| FRBA | FIRST BK WILLIAMSTOWN NE | $11.56万 | 0.06% | 6,522 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $11.49万 | 0.06% | 908 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $11.49万 | 0.06% | 12,240 | 590 | 5.1% | $5,540 | 加仓 |
| TXT | TEXTRON INC | $11.38万 | 0.06% | 1,241 | 2 | 0.2% | $183 | 加仓 |
| QSR | RESTAURANT BRANDS INTL F | $11.28万 | 0.06% | 1,555 | -200 | -11.4% | -$1.45万 | 减仓 |
| IQV | IQVIA HLDGS INC | $11.26万 | 0.06% | 583 | -308 | -34.6% | -$5.95万 | 减仓 |
| ALL | ALLSTATE CORP | $11.16万 | 0.06% | 469 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $11.08万 | 0.06% | 1,334 | 7 | 0.5% | $581 | 加仓 |
| FRMI | FERMI INC | $10.95万 | 0.06% | 11,950 | 11,950 | — | $10.95万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $10.92万 | 0.06% | 280 | -29 | -9.4% | -$1.13万 | 减仓 |
| — | ASTERA LABS INC | $10.87万 | 0.06% | 225 | -1,205 | -84.3% | -$58.20万 | 减仓 |
| FSLR | FIRST SOLAR INC | $10.78万 | 0.06% | 457 | -46 | -9.1% | -$1.09万 | 减仓 |
| CLIP | GLOBAL X 1-3 MONTH T-BILL ETF | $10.73万 | 0.06% | 1,069 | -43 | -3.9% | -$4,315 | 减仓 |
| OTEX | OPEN TEXT CORP F | $10.71万 | 0.06% | 4,837 | 500 | 11.5% | $1.11万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $10.66万 | 0.06% | 114 | -55 | -32.5% | -$5.15万 | 减仓 |
| PKBK | PARKE BANCORP INC | $10.61万 | 0.06% | 3,200 | 400 | 14.3% | $1.33万 | 加仓 |
| RGR | STURM RUGER & CO INC | $10.54万 | 0.06% | 2,786 | -965 | -25.7% | -$3.65万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $10.48万 | 0.06% | 1,819 | -64 | -3.4% | -$3,688 | 减仓 |
| TD | TORONTO DOMINION BK ON F | $10.43万 | 0.06% | 859 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PART LP | $10.29万 | 0.06% | 2,800 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $10.28万 | 0.06% | 281 | 0 | 0.0% | — | 不变 |
| — | APPLOVIN CORP CLASS A | $10.25万 | 0.06% | 199 | 199 | — | $10.25万 | 新建仓 |
| — | INVESCO AEROSPACE & DEFENSE ETF | $9.72万 | 0.05% | 550 | -575 | -51.1% | -$10.16万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $9.62万 | 0.05% | 1,811 | -158 | -8.0% | -$8,391 | 减仓 |
| — | EXPAND ENERGY CORP | $9.61万 | 0.05% | 12,865 | -1,365 | -9.6% | -$1.02万 | 减仓 |
| CRM | SALESFORCE INC | $9.31万 | 0.05% | 594 | -74 | -11.1% | -$1.16万 | 减仓 |
| INVH | INVITATION HOMES INC | $9.08万 | 0.05% | 3,005 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC CLASS A | $8.89万 | 0.05% | 1,000 | 255 | 34.2% | $2.27万 | 加仓 |
| — | AVALO THERAPEUTICS INC | $8.87万 | 0.05% | 4,798 | 4,798 | — | $8.87万 | 新建仓 |
| PSA | PUBLIC STORAGE REIT | $8.82万 | 0.05% | 277 | 0 | 0.0% | — | 不变 |
| — | HAIN CELESTIAL GROUP INC | $8.53万 | 0.05% | 152,300 | 14,000 | 10.1% | $7,840 | 加仓 |
| — | MEDTRONIC PLC F | $8.53万 | 0.05% | 1,090 | 0 | 0.0% | — | 不变 |
| — | RAMACO RES INC CLASS B | $8.46万 | 0.05% | 9,894 | -9,516 | -49.0% | -$8.14万 | 减仓 |
| KO | THE COCA-COLA CO | $8.45万 | 0.05% | 1,040 | 0 | 0.0% | — | 不变 |
| — | BROADCOM INC | $8.39万 | 0.05% | 222 | 0 | 0.0% | — | 不变 |
| — | HP INC | $8.38万 | 0.05% | 3,820 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW REIT | $8.29万 | 0.05% | 507 | 0 | 0.0% | — | 不变 |
| — | VICI PPTYS INC REIT | $8.29万 | 0.05% | 3,123 | -200 | -6.0% | -$5,310 | 减仓 |
| — | LIQUIDMETAL TECHNOLOGIES | $8.00万 | 0.04% | 400,000 | 400,000 | — | $8.00万 | 新建仓 |
| KMB | KIMBERLY CLARK CORP | $7.96万 | 0.04% | 725 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE INC | $7.91万 | 0.04% | 859 | -50 | -5.5% | -$4,604 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $7.55万 | 0.04% | 750 | -250 | -25.0% | -$2.52万 | 减仓 |
| MS | MORGAN STANLEY | $7.50万 | 0.04% | 359 | 100 | 38.6% | $2.09万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $7.43万 | 0.04% | 1,030 | 0 | 0.0% | — | 不变 |
| — | BYRNA TECHNOLOGIES INC | $7.33万 | 0.04% | 10,920 | 360 | 3.4% | $2,416 | 加仓 |
| — | CELESTICA INC F | $7.26万 | 0.04% | 199 | -110 | -35.6% | -$4.01万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $6.70万 | 0.04% | 490 | 0 | 0.0% | — | 不变 |
| — | BOOKING HLDGS INC | $6.68万 | 0.04% | 375 | 360 | 2,400.0% | $6.42万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $6.55万 | 0.04% | 192 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $6.54万 | 0.04% | 1,287 | 15 | 1.2% | $762 | 加仓 |
| — | ROCKET COMPANIES CLA A CLASS A | $6.52万 | 0.04% | 4,141 | -1,188 | -22.3% | -$1.87万 | 减仓 |
| — | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $6.41万 | 0.03% | 700 | -950 | -57.6% | -$8.71万 | 减仓 |
| — | ARISTA NETWORKS INC | $6.32万 | 0.03% | 372 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $6.05万 | 0.03% | 2,955 | 2,750 | 1,341.5% | $5.63万 | 加仓 |
| ENB | ENBRIDGE INC F | $5.96万 | 0.03% | 1,100 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC | $5.93万 | 0.03% | 650 | -50 | -7.1% | -$4,560 | 减仓 |
| — | SALEM MEDIA GROUP INC CLASS A | $5.88万 | 0.03% | 60,003 | 6,493 | 12.1% | $6,363 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $5.85万 | 0.03% | 2,020 | 2,020 | — | $5.85万 | 新建仓 |
| DB | DEUTSCHE BANK AG FCLASS N | $5.81万 | 0.03% | 1,720 | -175 | -9.2% | -$5,908 | 减仓 |
| — | ABRDN PHYSICAL SILVER SHARES ETF | $5.79万 | 0.03% | 1,030 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CLASS A | $5.75万 | 0.03% | 635 | 20 | 3.3% | $1,810 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $5.55万 | 0.03% | 1,224 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $5.39万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| — | INVESCO WATER RESOURCES ETF | $5.18万 | 0.03% | 750 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $5.15万 | 0.03% | 231 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC CLASS A | $5.12万 | 0.03% | 295 | 249 | 541.3% | $4.32万 | 加仓 |
| PCG | PG&E CORP | $5.05万 | 0.03% | 3,000 | -300 | -9.1% | -$5,046 | 减仓 |
| — | IRON MTN INC NEW REIT | $4.99万 | 0.03% | 395 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $4.94万 | 0.03% | 163 | 3 | 1.9% | $909 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $4.92万 | 0.03% | 315 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $4.90万 | 0.03% | 225 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CLASS A | $4.81万 | 0.03% | 670 | 240 | 55.8% | $1.72万 | 加仓 |
| SBUX | STARBUCKS CORP | $4.80万 | 0.03% | 470 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $4.79万 | 0.03% | 1,250 | 150 | 13.6% | $5,747 | 加仓 |
| M | MACYS INC | $4.71万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $4.70万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| — | ENERGY TRANSFER L P LP | $4.59万 | 0.02% | 2,400 | 0 | 0.0% | — | 不变 |