Left Brain Wealth Management, LLC
NAPERVILLE IL · SEC CIK 0001957370
$2.55亿2026Q1 申报市值
79持仓数
43.0%前十大占比 · 第一大 10.1%
18 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EXXON MOBIL CORP 新建仓+$828.42万
GOOGL 加仓+$768.79万
RSP 新建仓+$676.00万
NVG 加仓+$466.57万
GLD 新建仓+$388.94万
2026Q1 卖出最多 按季末市值估算
NFLX 减仓-$1,058.64万
HOOD 清仓-$927.92万
PLTR 减仓-$704.65万
AXON 减仓-$641.41万
APP 减仓-$617.78万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2,559.58万 | 10.05% | 146,765 | 1,027 | 0.7% | $17.91万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,563.80万 | 6.14% | 46,273 | 615 | 1.3% | $20.78万 | 加仓 |
| META | META PLATFORMS INC | $1,148.72万 | 4.51% | 20,078 | -1,817 | -8.3% | -$103.96万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $899.90万 | 3.53% | 73,294 | -4,525 | -5.8% | -$55.56万 | 减仓 |
| — | EXXON MOBIL CORP | $828.42万 | 3.25% | 48,828 | 48,828 | — | $828.42万 | 新建仓 |
| AVGO | BROADCOM INC | $821.47万 | 3.23% | 26,541 | 288 | 1.1% | $8.91万 | 加仓 |
| GOOGL | ALPHABET INC | $818.37万 | 3.21% | 28,459 | 26,735 | 1,550.8% | $768.79万 | 加仓 |
| AMLP | ALPS ETF TR | $814.50万 | 3.20% | 154,731 | 7,770 | 5.3% | $40.90万 | 加仓 |
| GE | GE AEROSPACE | $808.49万 | 3.18% | 28,491 | 280 | 1.0% | $7.95万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $679.87万 | 2.67% | 46,477 | -48,171 | -50.9% | -$704.65万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $676.00万 | 2.66% | 35,223 | 35,223 | — | $676.00万 | 新建仓 |
| AMZN | AMAZON COM INC | $664.67万 | 2.61% | 31,914 | -71 | -0.2% | -$1.48万 | 减仓 |
| CB | CHUBB LTD SWITZ | $660.50万 | 2.59% | 20,265 | -17 | -0.1% | -$5,541 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $636.56万 | 2.50% | 21,640 | 9,374 | 76.4% | $275.75万 | 加仓 |
| MCK | MCKESSON CORP | $605.23万 | 2.38% | 6,994 | 146 | 2.1% | $12.63万 | 加仓 |
| WM | WASTE MGMT INC DEL | $603.11万 | 2.37% | 26,246 | 162 | 0.6% | $3.72万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $561.58万 | 2.21% | 455,461 | 378,403 | 491.1% | $466.57万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $554.91万 | 2.18% | 5,569 | 99 | 1.8% | $9.86万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $551.77万 | 2.17% | 76,710 | 2,620 | 3.5% | $18.85万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $506.37万 | 1.99% | 20,208 | 1,050 | 5.5% | $26.31万 | 加仓 |
| V | VISA INC | $466.11万 | 1.83% | 15,422 | 31 | 0.2% | $9,369 | 加仓 |
| WMT | WALMART INC | $441.21万 | 1.73% | 35,501 | 21,260 | 149.3% | $264.22万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $389.90万 | 1.53% | 53,809 | 422 | 0.8% | $3.06万 | 加仓 |
| GLD | SPDR GOLD TR | $388.94万 | 1.53% | 9,039 | 9,039 | — | $388.94万 | 新建仓 |
| COR | CENCORA INC | $376.31万 | 1.48% | 11,979 | -70 | -0.6% | -$2.20万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $364.14万 | 1.43% | 39,447 | -101 | -0.3% | -$9,323 | 减仓 |
| CME | CME GROUP INC | $339.18万 | 1.33% | 11,484 | 91 | 0.8% | $2.69万 | 加仓 |
| CAT | CATERPILLAR INC | $333.68万 | 1.31% | 4,710 | 4,710 | — | $333.68万 | 新建仓 |
| IEMG | ISHARES INC | $330.68万 | 1.30% | 47,409 | 47,409 | — | $330.68万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $325.05万 | 1.28% | 2,973 | 2,141 | 257.3% | $234.09万 | 加仓 |
| — | HONEYWELL INTL INC | $311.56万 | 1.22% | 13,784 | 13,784 | — | $311.56万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $309.95万 | 1.22% | 15,635 | 3,006 | 23.8% | $59.59万 | 加仓 |
| ROL | ROLLINS INC | $290.08万 | 1.14% | 54,311 | 99 | 0.2% | $5,288 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $284.75万 | 1.12% | 42,455 | 42,455 | — | $284.75万 | 新建仓 |
| TSLA | TESLA INC | $284.72万 | 1.12% | 7,659 | -78 | -1.0% | -$2.90万 | 减仓 |
| AMAT | APPLIED MATLS INC | $261.44万 | 1.03% | 7,649 | 7,649 | — | $261.44万 | 新建仓 |
| APH | AMPHENOL CORP | $256.26万 | 1.01% | 20,282 | 18,587 | 1,096.6% | $234.85万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $242.67万 | 0.95% | 7,183 | 5,933 | 474.6% | $200.44万 | 加仓 |
| QQQ | INVESCO QQQ TR | $232.37万 | 0.91% | 4,026 | 4,026 | — | $232.37万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $205.26万 | 0.81% | 32,032 | 32,032 | — | $205.26万 | 新建仓 |
| NOW | SERVICENOW INC | $197.50万 | 0.78% | 18,890 | -7,030 | -27.1% | -$73.50万 | 减仓 |
| MO | ALTRIA GROUP INC | $179.97万 | 0.71% | 27,272 | 475 | 1.8% | $3.13万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $151.47万 | 0.59% | 74,214 | 8,208 | 12.4% | $16.75万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $145.68万 | 0.57% | 68,878 | -13,627 | -16.5% | -$28.82万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $119.73万 | 0.47% | 27,322 | 597 | 2.2% | $2.62万 | 加仓 |
| BP | BP PLC | $78.74万 | 0.31% | 16,753 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $70.89万 | 0.28% | 1,090 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $69.81万 | 0.27% | 2,537 | 1,353 | 114.3% | $37.23万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $69.66万 | 0.27% | 64,318 | 2,221 | 3.6% | $2.41万 | 加仓 |
| AMGN | AMGEN INC | $62.88万 | 0.25% | 1,787 | -15 | -0.8% | -$5,278 | 减仓 |
| AAPL | APPLE INC | $62.28万 | 0.24% | 2,454 | 25 | 1.0% | $6,345 | 加仓 |
| ABBV | ABBVIE INC | $58.70万 | 0.23% | 2,699 | -40 | -1.5% | -$8,700 | 减仓 |
| GOOG | ALPHABET INC | $56.74万 | 0.22% | 1,978 | -42 | -2.1% | -$1.20万 | 减仓 |
| NXT | NEXTPOWER INC | $44.66万 | 0.18% | 3,705 | -990 | -21.1% | -$11.93万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $43.89万 | 0.17% | 916 | -120 | -11.6% | -$5.75万 | 减仓 |
| NET | CLOUDFLARE INC | $40.28万 | 0.16% | 1,952 | -4,870 | -71.4% | -$100.49万 | 减仓 |
| CIEN | CIENA CORP | $36.61万 | 0.14% | 943 | 943 | — | $36.61万 | 新建仓 |
| NFLX | NETFLIX INC. | $34.47万 | 0.14% | 3,585 | -110,103 | -96.8% | -$1,058.64万 | 减仓 |
| SFL | SFL CORPORATION LTD | $34.45万 | 0.14% | 31,927 | 9,562 | 42.8% | $10.32万 | 加仓 |
| APP | APPLOVIN CORP | $33.91万 | 0.13% | 852 | -15,522 | -94.8% | -$617.78万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $33.72万 | 0.13% | 794 | -15,103 | -95.0% | -$641.41万 | 减仓 |
| BIL | SPDR SERIES TRUST | $32.85万 | 0.13% | 3,585 | 3,585 | — | $32.85万 | 新建仓 |
| IWF | ISHARES TR | $32.58万 | 0.13% | 764 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $32.44万 | 0.13% | 2,394 | 2,394 | — | $32.44万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $29.98万 | 0.12% | 8,940 | -500 | -5.3% | -$1.68万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $29.80万 | 0.12% | 1,465 | 1,465 | — | $29.80万 | 新建仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $29.49万 | 0.12% | 20,535 | 2,674 | 15.0% | $3.84万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $28.79万 | 0.11% | 735 | -1,030 | -58.4% | -$40.35万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $28.24万 | 0.11% | 1,000 | 1,000 | — | $28.24万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $26.88万 | 0.11% | 1,250 | -1,246 | -49.9% | -$26.80万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $23.73万 | 0.09% | 2,460 | 0 | 0.0% | — | 不变 |
| — | BLACKSTONE MORTGAGE TRUST IN | $21.85万 | 0.09% | 220,000 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $21.48万 | 0.08% | 7,648 | 7,648 | — | $21.48万 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $21.20万 | 0.08% | 5,975 | -10,325 | -63.3% | -$36.63万 | 重新持有 |
| RIO | RIO TINTO PLC | $20.98万 | 0.08% | 2,249 | 2,249 | — | $20.98万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $17.99万 | 0.07% | 10,450 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INC | $15.07万 | 0.06% | 10,200 | -285,553 | -96.6% | -$421.76万 | 减仓 |
| RIG | TRANSOCEAN LTD | $11.27万 | 0.04% | 17,000 | 17,000 | — | $11.27万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $11.06万 | 0.04% | 10,000 | -7,400 | -42.5% | -$8.18万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -82,044 | -100.0% | -$927.92万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -12,045 | -100.0% | -$582.52万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -17,850 | -100.0% | -$528.73万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -28,541 | -100.0% | -$459.42万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -2,054 | -100.0% | -$413.73万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -4,569 | -100.0% | -$265.33万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RITM | RITHM CAPITAL CORP | $0 | 0.00% | 0 | -98,915 | -100.0% | -$107.82万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -31,834 | -100.0% | -$64.40万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -2,325 | -100.0% | -$52.29万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -1,600 | -100.0% | -$41.80万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -875 | -100.0% | -$36.72万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -472 | -100.0% | -$29.60万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PENNYMAC CORP | $0 | 0.00% | 0 | -235,000 | -100.0% | -$24.07万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -2,100 | -100.0% | -$22.78万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -492 | -100.0% | -$21.95万 | 清仓 |