13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001957370
申报总市值
US$3.3亿
US$3.3亿
79 檔
21.1%
Q1 2026 季度申报显示，Left Brain Wealth Management, LLC 披露的美股组合总市值为 US$3.3亿，涵盖 79 个不同之权益投资仓位。
Left Brain Wealth Management, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 19 个全新仓位及加仓 30 档持股的同时，亦同步清仓 24 档并减仓 24 档标的。
在资产配置集中度方面，Left Brain Wealth Management, LLC 的前 5 大核心持股（包含 NVDA, TSM, META 等）合计占整体申报市值的 21.1%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 10.05% | -1.09% | +0.70% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 6.14% | +0.49% | +1.35% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.51% | -1.47% | -8.30% | |
| 4 | ANET | Arista Networks Inc | 股票-科技 | 3.53% | +0.16% | -5.81% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 3.25% | -1.37% | — | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.23% | -0.29% | +1.10% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.21% | -0.25% | +1550.75% | |
| 8 | AMLP | Alerian Mlp ETF | ETF-其他 | 3.20% | -0.86% | +5.29% | |
| 9 | GE | General Electric | 股票-工业 | 3.18% | +0.01% | +0.99% | |
| 10 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.67% | -2.67% | EXIT | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.66% | -2.66% | EXIT | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.61% | -0.29% | -0.22% | |
| 13 | CB | Chubb Limited | 股票-金融 | 2.59% | -0.53% | -0.08% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.50% | -0.37% | +76.42% | |
| 15 | MCK | Mckesson CORP | 股票-医疗保健 | 2.38% | -2.38% | EXIT | |
| 16 | WM | Waste Management Inc | 股票-工业 | 2.37% | -2.37% | EXIT | |
| 17 | NVG | Nuveen Amt-fr Muni Crdt | 股票-其他 | 2.21% | -0.61% | +491.06% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.18% | -0.61% | +1.81% | |
| 19 | UBER | Uber Technologies Inc | 股票-工业 | 2.17% | -0.67% | +3.54% | |
| 20 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.99% | +0.25% | +5.48% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.83% | -0.26% | +0.20% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 1.73% | -1.73% | EXIT | |
| 23 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 1.53% | -0.04% | +0.79% | |
| 24 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.53% | -1.53% | EXIT | |
| 25 | COR | Cencora Inc | 股票-医疗保健 | 1.48% | -1.48% | EXIT | |
| 26 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.43% | -1.43% | EXIT | |
| 27 | CME | Cme Group Inc | 股票-金融 | 1.33% | -1.33% | EXIT | |
| 28 | CAT | Caterpillar Inc | 股票-工业 | 1.31% | +0.32% | — | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.30% | -0.29% | — | |
| 30 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.28% | +1.84% | +257.33% | |
| 31 | HON | Honeywell International Inc | 股票-工业 | 1.22% | -1.22% | EXIT | |
| 32 | PGR | Progressive CORP | 股票-金融 | 1.22% | -1.22% | EXIT | |
| 33 | ROL | Rollins Inc | 股票-周期性消费 | 1.14% | -1.14% | EXIT | |
| 34 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 1.12% | +0.51% | — | |
| 35 | TSLA | Tesla Inc | 股票-周期性消费 | 1.12% | -0.14% | -1.01% | |
| 36 | AMAT | Applied Materials Inc | 股票-科技 | 1.03% | +2.84% | — | |
| 37 | APH | Amphenol Corp-cl A | 股票-科技 | 1.01% | +0.04% | +1096.58% | |
| 38 | MU | Micron Technology Inc | 股票-科技 | 0.95% | +3.45% | +474.64% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.91% | -0.32% | — | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.81% | -0.81% | EXIT | |
| 41 | NOW | Servicenow Inc | 股票-科技 | 0.78% | -0.78% | EXIT | |
| 42 | MO | Altria Group Inc | 股票-非周期性消费 | 0.71% | -0.11% | +1.77% | |
| 43 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.59% | -0.20% | +12.44% | |
| 44 | NLY | Annaly Capital Management In | 股票-房地产 | 0.57% | -0.01% | -16.52% | |
| 45 | OHI | Omega Healthcare Investors | 股票-房地产 | 0.47% | -0.08% | +2.23% | |
| 46 | BP | Bp Plc-spons Adr | 股票-能源 | 0.31% | -0.12% | — | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.28% | -0.16% | — | |
| 48 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.27% | +1.44% | +114.27% | |
| 49 | DSL | Doubleline Income Solutions | 股票-其他 | 0.27% | -0.06% | +3.58% | |
| 50 | AMGN | Amgen Inc | 股票-医疗保健 | 0.25% | -0.07% | -0.83% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +3% | +1550.75% | 加仓 |
| 2 | NVG | Nuveen Amt-fr Muni Crdt | +1.9% | +491.06% | 加仓 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +1.3% | +1.35% | 加仓 |
| 4 | WMT | Walmart Inc | +1.2% | +149.29% | 加仓 |
| 5 | JPM | Jpmorgan Chase & Co | +1.1% | +76.42% | 加仓 |
| 6 | MPWR | Monolithic Power Systems Inc | +1% | +257.33% | 加仓 |
| 7 | APH | Amphenol Corp-cl A | +0.9% | +1096.58% | 加仓 |
| 8 | VRT | Vertiv Holdings Co-a | +0.9% | +5.48% | 加仓 |
| 9 | MU | Micron Technology Inc | +0.8% | +474.64% | 加仓 |
| 10 | AMLP | Alerian Mlp ETF | +0.8% | +5.29% | 加仓 |
| 11 | NVDA | Nvidia CORP | +0.7% | +0.70% | 加仓 |
| 12 | COST | Costco Wholesale CORP | +0.6% | +1.81% | 加仓 |
| 13 | MCK | Mckesson CORP | +0.4% | +2.13% | 加仓 |
| 14 | CB | Chubb Limited | +0.4% | -0.08% | 减仓 |
| 15 | WM | Waste Management Inc | +0.4% | +0.62% | 加仓 |
| 16 | CME | Cme Group Inc | +0.3% | +0.80% | 加仓 |
| 17 | PGR | Progressive CORP | +0.2% | +23.80% | 加仓 |
| 18 | MO | Altria Group Inc | +0.2% | +1.77% | 加仓 |
| 19 | ORLY | O'reilly Automotive Inc | +0.2% | -0.26% | 减仓 |
| 20 | GE | General Electric | +0.2% | +0.99% | 加仓 |
| 21 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | +114.27% | 加仓 |
| 22 | BP | Bp Plc-spons Adr | +0.1% | — | 不变 |
| 23 | MNST | Monster Beverage CORP | +0.1% | +0.79% | 加仓 |
| 24 | BKLN | Invesco Senior Loan ETF | +0.1% | +12.44% | 加仓 |
| 25 | AVGO | Broadcom Inc | +0.1% | +1.10% | 加仓 |
| 26 | UBER | Uber Technologies Inc | +0.1% | +3.54% | 加仓 |
| 27 | SFL | SFL Corporation Ltd. | +0.1% | +42.75% | 加仓 |
| 28 | COR | Cencora Inc | +0.1% | -0.58% | 减仓 |
| 29 | AMZN | Amazon.com Inc | +0.1% | -0.22% | 减仓 |
| 30 | OHI | Omega Healthcare Investors | +0.1% | +2.23% | 加仓 |
| 31 | AMGN | Amgen Inc | +0.1% | -0.83% | 减仓 |
| 32 | NXT | Nextpower Inc-cl A | 0% | -21.09% | 减仓 |
| 33 | KMI | Kinder Morgan, Inc. | 0% | -5.30% | 减仓 |
| 34 | BMEZ | Blackrock Hlth Sci Trm Tr Ii | 0% | +14.97% | 加仓 |
| 35 | DSL | Doubleline Income Solutions | 0% | +3.58% | 加仓 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 不变 |
| 37 | ROL | Rollins Inc | 0% | +0.18% | 加仓 |
| 38 | ABBV | Abbvie Inc | 0% | -1.46% | 减仓 |
| 39 | AAPL | Apple Inc | 0% | +1.03% | 加仓 |
| 40 | BXMT 5.5 03-15-27债券 | Blackstone Mortgage Tr | 0% | — | 不变 |
| 41 | ANET | Arista Networks Inc | — | -5.81% | 减仓 |
| 42 | GOOG | Alphabet Inc-cl C | — | -2.08% | 减仓 |
| 43 | IWF | Ishares Russell 1000 Growth | — | — | 不变 |
| 44 | KMB | Kimberly-clark CORP | — | — | 不变 |
| 45 | STWD | Starwood Property Trust Inc | — | — | 不变 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -11.58% | 减仓 |
| 47 | OBDC | Blue Owl Capital CORP | 0% | -42.53% | 减仓 |
| 48 | V | Visa Inc-class A Shares | 0% | +0.20% | 加仓 |
| 49 | STX | Seagate Technology Holdings plc | -0.1% | -58.36% | 减仓 |
| 50 | NLY | Annaly Capital Management In | -0.1% | -16.52% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Left Brain Wealth Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$3.3亿，共申报了 79 个公开持股仓位。
在 Q1 2026 季度，Left Brain Wealth Management, LLC 按市值排列的前三大核心持股分别为：NVDA (10.1%)、TSM (6.1%)、META (4.5%)。其中最大持股仓位 NVDA 占据整体投资组合约 10.1% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
XOM
市值: US$828.4万
本季最大获利了结 / 清仓标的
HOOD
前期市值: US$927.9万
在 Q1 2026 季度中，Left Brain Wealth Management, LLC 共进行了 97 项持仓异动，包含新建仓 19 个仓位、加仓 30 个仓位、减仓 24 个仓位以及清仓 24 个仓位。 其中最大新建仓标的为 XOM。 本季清仓仓位包含 HOOD。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。