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 |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -35,223 | -100.0% | -$676.00万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -6,994 | -100.0% | -$605.23万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -26,246 | -100.0% | -$603.11万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -35,501 | -100.0% | -$441.21万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -9,039 | -100.0% | -$388.94万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -11,979 | -100.0% | -$376.31万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -39,447 | -100.0% | -$364.14万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -11,484 | -100.0% | -$339.18万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -15,635 | -100.0% | -$309.95万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -54,311 | -100.0% | -$290.08万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -32,032 | -100.0% | -$205.26万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -18,890 | -100.0% | -$197.50万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -2,699 | -100.0% | -$58.70万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -916 | -100.0% | -$43.89万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,585 | -100.0% | -$32.85万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -1,250 | -100.0% | -$26.88万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -5,975 | -100.0% | -$21.20万 | 清仓 |
| RIG | TRANSOCEAN LTD | $0 | 0.00% | 0 | -17,000 | -100.0% | -$11.27万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -10,000 | -100.0% | -$11.06万 | 清仓 |