申告総資産額
$6.9億
報告対象四半期: 2026-03-31 · 銘柄数: 420
HOEY INVESTMENTS, INCは最新の13F報告書で420件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$6.9億、四半期回転率は12.2%です。
減少 MSFT
-7.6% -$1717.2万
増加 NVDA
+2.3% -$1090.5万
減少 META
-4.3% -$1501.5万
増加 GEV
+2.8% $222.7万
増加 GS
+17.9% $122.6万
増加 IBM
+377.7% $166.0万
上位416銘柄を表示中（全420銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 株式-IT | 34.79% | +1.22% | +2.31% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 18.74% | -0.02% | +2.19% | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 10.54% | -1.19% | -4.30% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.97% | -1.83% | -7.64% | |
| 5 | PLTR | Palantir Technologies Inc-a | 株式-IT | 3.88% | — | +21.27% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.76% | +0.01% | -0.71% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 2.48% | -0.08% | +0.21% | |
| 8 | WFC | Wells Fargo & Co | 株式-金融 | 1.57% | -0.19% | -3.71% | |
| 9 | GS | Goldman Sachs Group INC | 株式-金融 | 1.49% | +0.28% | +17.90% | |
| 10 | GE | General Electric | 株式-資本財 | 1.41% | +0.01% | +1.20% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.39% | +0.22% | +19.11% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.26% | -0.09% | -5.97% | |
| 13 | GEV | GE Vernova INC | 株式-資本財 | 1.18% | +0.39% | +2.80% | |
| 14 | MS | Morgan Stanley | 株式-金融 | 1.12% | +0.04% | +2.57% | |
| 15 | BAC | Bank Of America CORP | 株式-金融 | 0.90% | -0.05% | -1.74% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 0.82% | — | -10.37% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | -0.16% | -25.04% | |
| 18 | UBER | Uber Technologies INC | 株式-資本財 | 0.48% | -0.13% | -17.97% | |
| 19 | NVDL | Granitesh 2x Lng Nvda ETF | ETF-その他 | 0.46% | — | +12.56% | |
| 20 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.45% | +0.14% | +29.37% | |
| 21 | CMC | Commercial Metals Co | 株式-資本財 | 0.36% | -0.01% | +0.73% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 0.32% | +0.24% | +377.73% | |
| 23 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.30% | — | -0.42% | |
| 24 | AMGN | Amgen INC | 株式-ヘルスケア | 0.26% | +0.03% | +0.35% | |
| 25 | NFLX | Netflix INC | 株式-通信サービス | 0.25% | +0.16% | +152.98% | |
| 26 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.20% | +0.10% | +83.30% | |
| 27 | CMI | Cummins INC | 株式-資本財 | 0.20% | — | -2.33% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.19% | -0.03% | -0.08% | |
| 29 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-その他 | 0.19% | +0.06% | +23.27% | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 0.17% | -0.01% | -2.43% | |
| 31 | RTX | Rtx CORP | 株式-資本財 | 0.17% | — | — | |
| 32 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.16% | — | -1.33% | |
| 33 | EMR | Emerson Electric Co | 株式-資本財 | 0.16% | — | -2.39% | |
| 34 | AGQ | Proshares Ultra Silver | ETF-コモディティ | 0.16% | +0.14% | +767.40% | |
| 35 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.16% | +0.04% | -5.52% | |
| 36 | ARM | Arm Holdings Plc-adr | 株式-IT | 0.14% | +0.04% | -1.50% | |
| 37 | CPER | United States Copper Index | ETF-大型株・グロース | 0.14% | +0.07% | +85.71% | |
| 38 | NOW | Servicenow INC | 株式-IT | 0.13% | -0.07% | -10.78% | |
| 39 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.13% | +0.03% | -4.11% | |
| 40 | MU | Micron Technology INC | 株式-IT | 0.13% | +0.06% | +35.06% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.12% | — | +5.45% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.10% | — | +2.91% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.10% | — | — | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.09% | — | -0.47% | |
| 45 | PNC | Pnc Financial Services Group | 株式-金融 | 0.09% | — | +19.84% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.09% | — | -1.97% | |
| 47 | ALAB | Astera Labs INC | 株式-IT | 0.08% | -0.09% | -31.33% | |
| 48 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.08% | — | — | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.08% | +0.04% | +19.84% | |
| 50 | AMZU | Dire Dly Amzn Bul 2x Etf-usd | ETF-その他 | 0.08% | — | +26.79% |
Q3 2026のパフォーマンス
+0.4%
直近4四半期のパフォーマンス
+9%
価格取得が可能な保有銘柄（報告価値の88%相当）に基づいています
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 420 | $6.9億 | 12 | |
| 2025-12-31 | 430 | $7.5億 | 8 | |
| 2025-09-30 | 414 | $7.5億 | 35 | |
| 2025-06-30 | 419 | $6.8億 | 0 | |
| 2025-03-31 | 381 | $5.1億 | 100 | |
| 2024-12-31 | 374 | $5.9億 | 0 | |
| 2024-09-30 | 397 | $5.3億 | 0 | |
| 2024-06-30 | 397 | $5.3億 | 0 | |
| 2024-03-31 | 348 | $4.6億 | 0 | |
| 2023-12-31 | 348 | $3.6億 | 0 | |
| 2023-09-30 | 352 | $3.0億 | 0 | |
| 2023-06-30 | 345 | $3.1億 | — | |
| 2023-03-31 | 353 | $2.6億 | — | |
| 2022-12-31 | 303 | $2.3億 | 0 | |
| 2022-09-30 | 323 | $2.5億 | 0 | |
| 2022-06-30 | 293 | $2.3億 | 0 | |
| 2022-03-31 | 257 | $3.7億 | 0 | |
| 2021-12-31 | 253 | $3.9億 | 0 | |
| 2021-09-30 | 240 | $3.3億 | 0 | |
| 2021-06-30 | 237 | $3.4億 | 0 | |
| 2021-03-31 | 246 | $3.0億 | 0 | |
| 2020-12-31 | 193 | $2.8億 | 25 | |
| 2020-09-30 | 144 | $2.5億 | 37 | |
| 2020-06-30 | 147 | $2.0億 | 54 | |
| 2020-03-31 | 126 | $1.4億 | 92 | |
| 2019-12-31 | 163 | $1.4億 | 0 |
Hoey Investments, INCの2026-03-31時点における主要なポジション変更： 全売却: Booking Holdings INC (BKNG); 新規購入: Ste Str Spdr Pt S&p 500 ETF (SPYM); 全売却: Direx Dail Semi Bu 3x Et-usd (SOXL); 全売却: Strategy INC (MSTR); 新規購入: Dell Technologies -c (DELL).
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +2.31% | 増加 |
| 2 | GEV | GE Vernova INC | +0.4% | +2.80% | 増加 |
| 3 | GS | Goldman Sachs Group INC | +0.3% | +17.90% | 増加 |
| 4 | IBM | Intl Business Machines CORP | +0.2% | +377.73% | 増加 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +19.11% | 増加 |
| 6 | NFLX | Netflix INC | +0.2% | +152.98% | 増加 |
| 7 | AGQ | Proshares Ultra Silver | +0.1% | +767.40% | 増加 |
| 8 | SLV | Ishares Silver Trust | +0.1% | +29.37% | 増加 |
| 9 | IBB | Ishares Biotechnology ETF | +0.1% | +83.30% | 増加 |
| 10 | CPER | United States Copper Index | +0.1% | +85.71% | 増加 |
| 11 | MU | Micron Technology INC | +0.1% | +35.06% | 増加 |
| 12 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.1% | +23.27% | 増加 |
| 13 | GLW | Corning INC | +0.1% | +129.68% | 増加 |
| 14 | MS | Morgan Stanley | 0% | +2.57% | 増加 |
| 15 | ARM | Arm Holdings Plc-adr | 0% | -1.50% | 減少 |
| 16 | CVX | Chevron CORP | 0% | +19.84% | 増加 |
| 17 | KMI | Kinder Morgan INC | 0% | -5.52% | 減少 |
| 18 | XOM | Exxon Mobil CORP | 0% | +27.15% | 増加 |
| 19 | CRWD | Crowdstrike Holdings INC - A | 0% | +99.67% | 増加 |
| 20 | CAT | Caterpillar INC | 0% | +36.90% | 増加 |
| 21 | LMT | Lockheed Martin CORP | 0% | -4.11% | 減少 |
| 22 | AMGN | Amgen INC | 0% | +0.35% | 増加 |
| 23 | GLD | Spdr Gold Shares | 0% | +49.25% | 増加 |
| 24 | LRCX | Lam Research CORP | 0% | +4.50% | 増加 |
| 25 | AAPL | Apple INC | 0% | -0.71% | 減少 |
| 26 | GE | General Electric | 0% | +1.20% | 増加 |
| 27 | NVDL | Granitesh 2x Lng Nvda ETF | — | +12.56% | 増加 |
| 28 | CMC | Commercial Metals Co | 0% | +0.73% | 増加 |
| 29 | BA | Boeing Co/the | 0% | -2.43% | 減少 |
| 30 | IUSG | Ishares Core S&p U.s. Growth | 0% | -16.67% | 減少 |
| 31 | AMZN | Amazon.com INC | 0% | +2.19% | 増加 |
| 32 | HD | Home Depot INC | 0% | -34.37% | 減少 |
| 33 | CEG | Constellation Energy | 0% | -35.51% | 減少 |
| 34 | TSLA | Tesla INC | 0% | -0.08% | 減少 |
| 35 | BAC | Bank Of America CORP | -0.1% | -1.74% | 減少 |
| 36 | NOW | Servicenow INC | -0.1% | -10.78% | 減少 |
| 37 | AVGO | Broadcom INC | -0.1% | +0.21% | 増加 |
| 38 | JPM | Jpmorgan Chase & Co | -0.1% | -5.97% | 減少 |
| 39 | ALAB | Astera Labs INC | -0.1% | -31.33% | 減少 |
| 40 | CLS | Celestica INC | -0.1% | -65.57% | 減少 |
| 41 | UBER | Uber Technologies INC | -0.1% | -17.97% | 減少 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -25.04% | 減少 |
| 43 | WFC | Wells Fargo & Co | -0.2% | -3.71% | 減少 |
| 44 | META | Meta Platforms Inc-class A | -1.2% | -4.30% | 減少 |
| 45 | MSFT | Microsoft CORP | -1.8% | -7.64% | 減少 |
| 46 | BKNG | Booking Holdings INC | — | EXIT | 全売却 |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | 新規購入 |
| 48 | SOXL | Direx Dail Semi Bu 3x Et-usd | — | EXIT | 全売却 |
| 49 | MSTR | Strategy INC | — | EXIT | 全売却 |
| 50 | DELL | Dell Technologies -c | — | NEW | 新規購入 |
運用資産(AUM)が近い機関
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申告総資産額
$6.9億
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運用資産規模の差はわずか0.0%
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