Left Brain Wealth Management, LLC
NAPERVILLE IL · SEC CIK 0001957370
$3.32亿2026Q2 申报市值
99持仓数
42.9%前十大占比 · 第一大 9.0%
34 / 20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
DELL 新建仓+$982.56万
AMD 加仓+$933.12万
AMAT 加仓+$729.22万
BE 加仓+$691.97万
MU 加仓+$628.63万
2026Q2 卖出最多 按季末市值估算
PLTR 清仓-$679.87万
RSP 清仓-$676.00万
CRWD 重新持有-$658.97万
MCK 清仓-$605.23万
WM 清仓-$603.11万
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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LIMITED | $682.64万 | 2.06% | 20,034 | -231 | -1.1% | -$7.87万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $707.56万 | 2.13% | 21,616 | -24 | -0.1% | -$7,856 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $744.41万 | 2.24% | 22,233 | 2,025 | 10.0% | $67.80万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $752.00万 | 2.27% | 9,854 | -8,635 | -46.7% | -$658.97万 | 重新持有 |
| BE | BLOOM ENERGY CORP | $764.44万 | 2.30% | 25,254 | 22,860 | 954.9% | $691.97万 | 加仓 |
| AMZN | AMAZON COM INC | $767.96万 | 2.32% | 32,221 | 307 | 1.0% | $7.32万 | 加仓 |
| AMLP | ALPS ETF TR | $774.83万 | 2.34% | 149,437 | -5,294 | -3.4% | -$27.45万 | 减仓 |
| AVGO | BROADCOM INC | $975.80万 | 2.94% | 25,832 | -709 | -2.7% | -$26.78万 | 减仓 |
| GOOGL | ALPHABET INC | $980.77万 | 2.96% | 27,444 | -1,015 | -3.6% | -$36.27万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $982.56万 | 2.96% | 22,773 | 22,773 | — | $982.56万 | 新建仓 |
| META | META PLATFORMS INC | $1,006.60万 | 3.04% | 17,870 | -2,208 | -11.0% | -$124.37万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,018.22万 | 3.07% | 17,528 | 16,063 | 1,096.5% | $933.12万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,035.53万 | 3.12% | 7,491 | 4,518 | 152.0% | $624.55万 | 加仓 |
| GE | GE AEROSPACE | $1,057.02万 | 3.19% | 28,283 | -208 | -0.7% | -$7.77万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1,224.85万 | 3.69% | 72,101 | -1,193 | -1.6% | -$20.27万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,282.24万 | 3.87% | 17,735 | 10,086 | 131.9% | $729.22万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,457.75万 | 4.40% | 12,629 | 5,446 | 75.8% | $628.63万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,199.78万 | 6.63% | 46,062 | -211 | -0.5% | -$10.08万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,971.30万 | 8.96% | 148,498 | 1,733 | 1.2% | $34.68万 | 加仓 |