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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2,971.30万 | 8.96% | 148,498 | 1,733 | 1.2% | $34.68万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,199.78万 | 6.63% | 46,062 | -211 | -0.5% | -$10.08万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,457.75万 | 4.40% | 12,629 | 5,446 | 75.8% | $628.63万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,282.24万 | 3.87% | 17,735 | 10,086 | 131.9% | $729.22万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,224.85万 | 3.69% | 72,101 | -1,193 | -1.6% | -$20.27万 | 减仓 |
| GE | GE AEROSPACE | $1,057.02万 | 3.19% | 28,283 | -208 | -0.7% | -$7.77万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,035.53万 | 3.12% | 7,491 | 4,518 | 152.0% | $624.55万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,018.22万 | 3.07% | 17,528 | 16,063 | 1,096.5% | $933.12万 | 加仓 |
| META | META PLATFORMS INC | $1,006.60万 | 3.04% | 17,870 | -2,208 | -11.0% | -$124.37万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $982.56万 | 2.96% | 22,773 | 22,773 | — | $982.56万 | 新建仓 |
| GOOGL | ALPHABET INC | $980.77万 | 2.96% | 27,444 | -1,015 | -3.6% | -$36.27万 | 减仓 |
| AVGO | BROADCOM INC | $975.80万 | 2.94% | 25,832 | -709 | -2.7% | -$26.78万 | 减仓 |
| AMLP | ALPS ETF TR | $774.83万 | 2.34% | 149,437 | -5,294 | -3.4% | -$27.45万 | 减仓 |
| AMZN | AMAZON COM INC | $767.96万 | 2.32% | 32,221 | 307 | 1.0% | $7.32万 | 加仓 |
| BE | BLOOM ENERGY CORP | $764.44万 | 2.30% | 25,254 | 22,860 | 954.9% | $691.97万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $752.00万 | 2.27% | 9,854 | -8,635 | -46.7% | -$658.97万 | 重新持有 |
| VRT | VERTIV HOLDINGS CO | $744.41万 | 2.24% | 22,233 | 2,025 | 10.0% | $67.80万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $707.56万 | 2.13% | 21,616 | -24 | -0.1% | -$7,856 | 减仓 |
| CB | CHUBB LIMITED | $682.64万 | 2.06% | 20,034 | -231 | -1.1% | -$7.87万 | 减仓 |
| — | EXXON MOBIL CORP | $624.51万 | 1.88% | 45,678 | -3,150 | -6.5% | -$43.07万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $566.63万 | 1.71% | 17,845 | 15,308 | 603.4% | $486.07万 | 加仓 |
| CAT | CATERPILLAR INC | $540.76万 | 1.63% | 5,078 | 368 | 7.8% | $39.19万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $539.51万 | 1.63% | 61,984 | 19,529 | 46.0% | $169.98万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $529.77万 | 1.60% | 413,881 | -41,580 | -9.1% | -$53.22万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $521.90万 | 1.57% | 5,579 | 10 | 0.2% | $9,355 | 加仓 |
| V | VISA INC | $521.74万 | 1.57% | 15,207 | -215 | -1.4% | -$7.38万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $515.60万 | 1.55% | 5,343 | 4,608 | 626.9% | $444.67万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $496.22万 | 1.50% | 68,766 | -7,944 | -10.4% | -$57.32万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $495.08万 | 1.49% | 51,506 | -2,303 | -4.3% | -$22.14万 | 减仓 |
| GEV | GE VERNOVA INC | $374.90万 | 1.13% | 3,191 | 3,191 | — | $374.90万 | 新建仓 |
| APH | AMPHENOL CORP | $347.21万 | 1.05% | 19,692 | -590 | -2.9% | -$10.40万 | 减仓 |
| NFLX | NETFLIX INC. | $344.21万 | 1.04% | 48,208 | 44,623 | 1,244.7% | $318.61万 | 加仓 |
| IEMG | ISHARES INC | $333.85万 | 1.01% | 40,301 | -7,108 | -15.0% | -$58.88万 | 减仓 |
| TSLA | TESLA INC | $325.25万 | 0.98% | 7,733 | 74 | 1.0% | $3.11万 | 加仓 |
| PLD | PROLOGIS INC. | $312.77万 | 0.94% | 23,088 | 23,088 | — | $312.77万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $237.09万 | 0.71% | 8,718 | 397 | 4.8% | $10.80万 | 重新持有 |
| ALAB | ASTERA LABS INC | $215.81万 | 0.65% | 4,468 | 1,093 | 32.4% | $52.79万 | 重新持有 |
| MO | ALTRIA GROUP INC | $197.99万 | 0.60% | 27,518 | 246 | 0.9% | $1.77万 | 加仓 |
| QQQ | INVESCO QQQ TR | $194.26万 | 0.59% | 2,638 | -1,388 | -34.5% | -$102.21万 | 减仓 |
| CIEN | CIENA CORP | $192.54万 | 0.58% | 3,925 | 2,982 | 316.2% | $146.28万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $184.28万 | 0.56% | 82,416 | 13,538 | 19.7% | $30.27万 | 加仓 |
| HON | HONEYWELL INTL INC | $158.61万 | 0.48% | 7,084 | -6,700 | -48.6% | -$150.01万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $156.61万 | 0.47% | 7,084 | 7,084 | — | $156.61万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $130.16万 | 0.39% | 27,299 | -23 | -0.1% | -$1,097 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $128.91万 | 0.39% | 63,286 | -10,928 | -14.7% | -$22.26万 | 减仓 |
| SNDK | SANDISK CORP | $123.92万 | 0.37% | 545 | 545 | — | $123.92万 | 新建仓 |
| NET | CLOUDFLARE INC | $116.39万 | 0.35% | 4,745 | 2,793 | 143.1% | $68.51万 | 加仓 |
| AAPL | APPLE INC | $113.17万 | 0.34% | 3,911 | 1,457 | 59.4% | $42.16万 | 加仓 |
| GOOG | ALPHABET INC | $97.80万 | 0.29% | 2,768 | 790 | 39.9% | $27.91万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $87.41万 | 0.26% | 3,165 | -1,110 | -26.0% | -$30.65万 | 重新持有 |
| COHR | COHERENT CORP | $79.49万 | 0.24% | 2,015 | 2,015 | — | $79.49万 | 新建仓 |
| APP | APPLOVIN CORP | $78.88万 | 0.24% | 1,531 | 679 | 79.7% | $34.98万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $76.80万 | 0.23% | 1,370 | 576 | 72.5% | $32.29万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $75.06万 | 0.23% | 4,780 | 4,780 | — | $75.06万 | 新建仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $70.88万 | 0.21% | 64,090 | -228 | -0.4% | -$2,522 | 减仓 |
| CWB | SPDR SERIES TRUST | $69.27万 | 0.21% | 6,425 | 6,425 | — | $69.27万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $65.36万 | 0.20% | 2,194 | 2,194 | — | $65.36万 | 新建仓 |
| BP | BP PLC | $61.90万 | 0.19% | 16,753 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $61.61万 | 0.19% | 718 | 718 | — | $61.61万 | 新建仓 |
| AMGN | AMGEN INC | $58.45万 | 0.18% | 1,614 | -173 | -9.7% | -$6.26万 | 减仓 |
| NXT | NEXTPOWER INC | $57.57万 | 0.17% | 4,832 | 1,127 | 30.4% | $13.43万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $54.17万 | 0.16% | 1,250 | 1,250 | — | $54.17万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $52.57万 | 0.16% | 1,382 | 1,382 | — | $52.57万 | 新建仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $52.33万 | 0.16% | 1,570 | 1,570 | — | $52.33万 | 新建仓 |
| MKSI | MKS INC. | $47.59万 | 0.14% | 1,070 | 1,070 | — | $47.59万 | 新建仓 |
| NVMI | NOVA LTD | $44.25万 | 0.13% | 815 | 815 | — | $44.25万 | 新建仓 |
| DDOG | DATADOG INC | $43.87万 | 0.13% | 1,685 | -360 | -17.6% | -$9.37万 | 重新持有 |
| TER | TERADYNE INC | $43.55万 | 0.13% | 900 | 900 | — | $43.55万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $43.23万 | 0.13% | 515 | 515 | — | $43.23万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $42.73万 | 0.13% | 1,205 | 1,205 | — | $42.73万 | 新建仓 |
| RBRK | RUBRIK INC. | $42.15万 | 0.13% | 5,250 | 5,250 | — | $42.15万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $41.65万 | 0.13% | 1,002 | 1,002 | — | $41.65万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $40.77万 | 0.12% | 546 | -544 | -49.9% | -$40.62万 | 减仓 |
| RDDT | REDDIT INC | $40.50万 | 0.12% | 2,333 | -2,237 | -48.9% | -$38.83万 | 重新持有 |
| HTGC | HERCULES CAPITAL INC | $39.99万 | 0.12% | 25,358 | 15,158 | 148.6% | $23.90万 | 加仓 |
| SFL | SFL CORPORATION LTD | $39.65万 | 0.12% | 38,874 | 6,947 | 21.8% | $7.09万 | 加仓 |
| JBL | JABIL INC | $38.55万 | 0.12% | 1,000 | 1,000 | — | $38.55万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $37.97万 | 0.11% | 2,030 | 2,030 | — | $37.97万 | 新建仓 |
| IWF | ISHARES TR | $37.95万 | 0.11% | 3,056 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $37.11万 | 0.11% | 1,060 | 60 | 6.0% | $2.10万 | 加仓 |
| MXL | MAXLINEAR INC | $34.57万 | 0.10% | 2,700 | 2,700 | — | $34.57万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $33.69万 | 0.10% | 170 | 170 | — | $33.69万 | 新建仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $31.53万 | 0.10% | 20,544 | 9 | 0.0% | $138 | 加仓 |
| SMH | VANECK ETF TRUST | $30.63万 | 0.09% | 467 | 467 | — | $30.63万 | 新建仓 |
| PFE | PFIZER INC | $29.90万 | 0.09% | 12,417 | 4,769 | 62.4% | $11.48万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $28.58万 | 0.09% | 8,940 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $27.15万 | 0.08% | 900 | 900 | — | $27.15万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $27.00万 | 0.08% | 2,460 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $25.34万 | 0.08% | 7,650 | 7,650 | — | $25.34万 | 新建仓 |
| RIO | RIO TINTO PLC | $24.81万 | 0.07% | 2,614 | 365 | 16.2% | $3.46万 | 加仓 |
| BAND | BANDWIDTH INC | $24.69万 | 0.07% | 3,900 | 3,900 | — | $24.69万 | 新建仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $23.54万 | 0.07% | 7,838 | 7,838 | — | $23.54万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $22.35万 | 0.07% | 900 | 900 | — | $22.35万 | 新建仓 |
| — | BLACKSTONE MORTGAGE TRUST IN | $22.15万 | 0.07% | 220,000 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $20.25万 | 0.06% | 555 | 555 | — | $20.25万 | 新建仓 |
| EWY | ISHARES INC | $20.19万 | 0.06% | 1,000 | 1,000 | — | $20.19万 | 新建仓 |
| SEZL | SEZZLE INC | $20.08万 | 0.06% | 1,170 | 1,170 | — | $20.08万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $17.12万 | 0.05% | 10,450 | 0 | 0.0% | — | 不变 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $15.19万 | 0.05% | 11,150 | 11,150 | — | $15.19万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -46,477 | -100.0% | -$679.87万 | 清仓 |