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 |
|---|---|---|---|---|---|---|---|---|
| — | ALPHABET INC CLASS A | $1,054.74万 | 5.73% | 29,514 | -1,855 | -5.9% | -$66.29万 | 减仓 |
| AAPL | APPLE INC | $816.72万 | 4.44% | 28,225 | -1,263 | -4.3% | -$36.55万 | 减仓 |
| MSFT | MICROSOFT CORP | $707.66万 | 3.84% | 18,971 | -1,216 | -6.0% | -$45.36万 | 减仓 |
| NVDA | NVIDIA CORP | $662.24万 | 3.60% | 33,097 | -2,466 | -6.9% | -$49.34万 | 减仓 |
| AMZN | AMAZON.COM INC | $543.53万 | 2.95% | 22,805 | -1,573 | -6.5% | -$37.49万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES I | $514.57万 | 2.80% | 8,858 | -2,447 | -21.6% | -$142.15万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $461.49万 | 2.51% | 18,171 | -353 | -1.9% | -$8.97万 | 减仓 |
| GLW | CORNING INC | $460.26万 | 2.50% | 18,019 | -2,015 | -10.1% | -$51.47万 | 减仓 |
| AMAT | APPLIED MATLS INC | $415.58万 | 2.26% | 5,748 | -818 | -12.5% | -$59.14万 | 减仓 |
| CAT | CATERPILLAR INC | $366.33万 | 1.99% | 3,440 | -295 | -7.9% | -$31.41万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $290.93万 | 1.58% | 8,888 | -727 | -7.6% | -$23.80万 | 减仓 |
| — | RTX CORP | $253.10万 | 1.38% | 13,340 | -977 | -6.8% | -$18.54万 | 减仓 |
| V | VISA INC CLASS A | $251.52万 | 1.37% | 7,331 | -480 | -6.1% | -$16.47万 | 减仓 |
| TOL | TOLL BROS INC | $247.88万 | 1.35% | 15,046 | -949 | -5.9% | -$15.63万 | 减仓 |
| CSCO | CISCO SYS INC | $238.80万 | 1.30% | 20,330 | -1,465 | -6.7% | -$17.21万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $226.65万 | 1.23% | 3,300 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CLASS A | $217.66万 | 1.18% | 3,864 | -319 | -7.6% | -$17.97万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $216.08万 | 1.17% | 1,872 | 52 | 2.9% | $6.00万 | 加仓 |
| IBM | IBM CORP | $196.31万 | 1.07% | 6,981 | -372 | -5.1% | -$10.46万 | 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 |
| — | GE AEROSPACE | $182.64万 | 0.99% | 4,887 | -555 | -10.2% | -$20.74万 | 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 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $160.38万 | 0.87% | 3,205 | -276 | -7.9% | -$13.81万 | 减仓 |
| NRG | NRG ENERGY INC | $148.67万 | 0.81% | 10,179 | -656 | -6.1% | -$9.58万 | 减仓 |
| BLK | BLACKROCK INC NEW | $147.21万 | 0.80% | 1,531 | -99 | -6.1% | -$9.52万 | 减仓 |
| — | ALLSPRING MULTI SECTOR I | $146.41万 | 0.80% | 158,970 | -25,960 | -14.0% | -$23.91万 | 减仓 |
| — | BLACKROCK FLOAT RATE STR | $145.89万 | 0.79% | 132,750 | -21,180 | -13.8% | -$23.28万 | 减仓 |
| DE | DEERE & CO | $145.39万 | 0.79% | 2,292 | -117 | -4.9% | -$7.42万 | 减仓 |
| — | BLACKROCK FLOATING RATE | $142.69万 | 0.78% | 133,860 | -21,740 | -14.0% | -$23.17万 | 减仓 |
| — | FRANKLIN LIMITED DURATIO | $141.03万 | 0.77% | 243,580 | -38,980 | -13.8% | -$22.57万 | 减仓 |
| WMT | WALMART INC | $139.83万 | 0.76% | 12,346 | -1,204 | -8.9% | -$13.64万 | 减仓 |
| DIS | DISNEY WALT CO | $138.76万 | 0.75% | 14,417 | -1,398 | -8.8% | -$13.46万 | 减仓 |
| VVR | INVESCO SENIOR INCOME TR | $138.15万 | 0.75% | 460,490 | -74,150 | -13.9% | -$22.25万 | 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 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $130.53万 | 0.71% | 13,677 | -917 | -6.3% | -$8.75万 | 减仓 |
| — | WARNER BROS DISCOVERY INCLASS SERIES A | $126.93万 | 0.69% | 47,610 | -6,000 | -11.2% | -$16.00万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS | $123.18万 | 0.67% | 4,401 | -245 | -5.3% | -$6.86万 | 减仓 |
| — | EXXON MOBIL CORP | $119.63万 | 0.65% | 8,750 | -407 | -4.4% | -$5.56万 | 减仓 |
| LEN/B | LENNAR CORP CLASS B | $114.59万 | 0.62% | 12,917 | -1,355 | -9.5% | -$12.02万 | 减仓 |
| GEV | GE VERNOVA INC | $113.96万 | 0.62% | 970 | -241 | -19.9% | -$28.31万 | 减仓 |
| ORCL | ORACLE CORP | $112.15万 | 0.61% | 7,653 | -236 | -3.0% | -$3.46万 | 减仓 |
| FCX | FREEPORT-MCMORAN INC | $111.50万 | 0.61% | 17,729 | -1,180 | -6.2% | -$7.42万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $109.03万 | 0.59% | 14,629 | -1,683 | -10.3% | -$12.54万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $107.63万 | 0.58% | 5,078 | -417 | -7.6% | -$8.84万 | 减仓 |
| — | KKR & CO INC | $104.51万 | 0.57% | 11,387 | -35 | -0.3% | -$3,212 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $104.01万 | 0.57% | 3,075 | -195 | -6.0% | -$6.60万 | 减仓 |
| — | CRH PUBLIC LIMITED CO F | $102.77万 | 0.56% | 9,605 | -972 | -9.2% | -$10.40万 | 减仓 |
| QCOM | QUALCOMM INC | $100.80万 | 0.55% | 5,455 | -955 | -14.9% | -$17.65万 | 减仓 |
| COP | CONOCOPHILLIPS | $99.79万 | 0.54% | 9,599 | -724 | -7.0% | -$7.53万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $97.45万 | 0.53% | 5,115 | -20 | -0.4% | -$3,810 | 减仓 |
| CVS | CVS HEALTH CORP | $96.73万 | 0.53% | 9,350 | -866 | -8.5% | -$8.96万 | 减仓 |
| GLD | SPDR GOLD SHARES | $95.08万 | 0.52% | 2,581 | -1,355 | -34.4% | -$49.92万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $92.87万 | 0.50% | 6,333 | -570 | -8.3% | -$8.36万 | 减仓 |
| KVUE | KENVUE INC | $91.19万 | 0.50% | 47,718 | -4,338 | -8.3% | -$8.29万 | 减仓 |
| HD | HOME DEPOT INC | $88.06万 | 0.48% | 2,497 | -457 | -15.5% | -$16.12万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $87.53万 | 0.48% | 13,675 | -2,970 | -17.8% | -$19.01万 | 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 |
| RVTY | REVVITY INC | $85.07万 | 0.46% | 7,646 | -2,206 | -22.4% | -$24.54万 | 减仓 |
| JOE | ST JOE CO | $84.72万 | 0.46% | 13,527 | 3,270 | 31.9% | $20.48万 | 加仓 |
| BA | BOEING CO | $84.60万 | 0.46% | 3,908 | -416 | -9.6% | -$9.01万 | 减仓 |
| ABT | ABBOTT LABS | $83.51万 | 0.45% | 9,203 | -2,478 | -21.2% | -$22.49万 | 减仓 |
| — | SANDISK CORP | $82.76万 | 0.45% | 364 | -36 | -9.0% | -$8.19万 | 减仓 |
| MA | MASTERCARD INC CLASS CLASS A | $80.12万 | 0.44% | 1,560 | -5 | -0.3% | -$2,568 | 减仓 |
| EPR | EPR PPTYS REIT | $75.75万 | 0.41% | 13,058 | 132 | 1.0% | $7,657 | 加仓 |
| TDUP | THREDUP INC CLASS A | $75.35万 | 0.41% | 110,000 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC CLASS A | $73.04万 | 0.40% | 49,990 | -875 | -1.7% | -$1.28万 | 减仓 |
| T | AT&T INC | $72.36万 | 0.39% | 34,958 | -2,966 | -7.8% | -$6.14万 | 减仓 |
| — | BLACKSTONE INC | $70.24万 | 0.38% | 5,969 | -726 | -10.8% | -$8.54万 | 减仓 |
| PFE | PFIZER INC | $64.65万 | 0.35% | 26,848 | -2,863 | -9.6% | -$6.89万 | 减仓 |
| — | WISDOMTREE FLOATING RATETREASURY FUND | $63.95万 | 0.35% | 12,701 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY AND CO | $62.01万 | 0.34% | 517 | 77 | 17.5% | $9.24万 | 加仓 |
| SRE | SEMPRA | $57.34万 | 0.31% | 6,185 | -920 | -12.9% | -$8.53万 | 减仓 |
| C | CITIGROUP INC | $50.88万 | 0.28% | 3,635 | 2,400 | 194.3% | $33.59万 | 加仓 |
| CVX | CHEVRON CORP NEW | $50.57万 | 0.27% | 3,051 | -348 | -10.2% | -$5.77万 | 减仓 |
| DG | DOLLAR GEN CORP NEW | $47.61万 | 0.26% | 4,136 | -643 | -13.5% | -$7.40万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $47.39万 | 0.26% | 1,140 | 10 | 0.9% | $4,157 | 加仓 |
| ABBV | ABBVIE INC | $46.20万 | 0.25% | 1,836 | -14 | -0.8% | -$3,523 | 减仓 |
| INTC | INTEL CORP | $46.02万 | 0.25% | 3,296 | 1,067 | 47.9% | $14.90万 | 加仓 |
| ADSK | AUTODESK INC | $44.64万 | 0.24% | 2,296 | 756 | 49.1% | $14.70万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $44.11万 | 0.24% | 10,215 | -1,345 | -11.6% | -$5.81万 | 减仓 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $42.54万 | 0.23% | 13,467 | -3,048 | -18.5% | -$9.63万 | 减仓 |
| EPAM | EPAM SYS INC | $41.38万 | 0.22% | 5,215 | 685 | 15.1% | $5.44万 | 加仓 |
| ADBE | ADOBE INC | $39.90万 | 0.22% | 1,946 | -265 | -12.0% | -$5.43万 | 减仓 |
| MRK | MERCK & CO. INC. | $38.90万 | 0.21% | 3,027 | -10 | -0.3% | -$1,285 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $38.31万 | 0.21% | 1,275 | 105 | 9.0% | $3.15万 | 加仓 |
| — | JOHNSON CONTROLS INT F | $37.61万 | 0.20% | 2,574 | -354 | -12.1% | -$5.17万 | 减仓 |
| WFC | WELLS FARGO & CO | $36.80万 | 0.20% | 4,453 | -852 | -16.1% | -$7.04万 | 减仓 |
| — | PINTEREST INC CLASS A | $35.50万 | 0.19% | 16,880 | 6,315 | 59.8% | $13.28万 | 加仓 |
| AMGN | AMGEN INC | $35.38万 | 0.19% | 977 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT A CLASS A | $35.11万 | 0.19% | 1,479 | -249 | -14.4% | -$5.91万 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $33.72万 | 0.18% | 4,213 | 400 | 10.5% | $3.20万 | 加仓 |
| SKY | CHAMPION HOMES INC | $33.45万 | 0.18% | 3,796 | 1,006 | 36.1% | $8.86万 | 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 |
| NXDR | NEXTDOOR HLDGS INC CLASS A | $33.05万 | 0.18% | 145,600 | 16,000 | 12.3% | $3.63万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $32.87万 | 0.18% | 3,796 | 3,796 | — | $32.87万 | 新建仓 |
| BAC | BANK OF AMERICA CORP | $32.80万 | 0.18% | 5,757 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $31.88万 | 0.17% | 3,331 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $31.84万 | 0.17% | 1,674 | -32 | -1.9% | -$6,086 | 减仓 |
| SPGI | S&P GLOBAL INC | $31.73万 | 0.17% | 779 | -81 | -9.4% | -$3.30万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $31.40万 | 0.17% | 2,485 | -20 | -0.8% | -$2,527 | 减仓 |