CIK: 0001731671
申告総資産額
$2.4億
| # | 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 | DNOV | Ft Vest US Equity Deep Buffe | ETF-その他 | 9.67% | — | +2.70% | |
| 2 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 7.92% | — | -0.55% | |
| 3 | TSLA | Tesla INC | 株式-一般消費財 | 3.12% | -0.61% | EXIT | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.60% | — | +2020.90% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.36% | — | -1.03% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.26% | -0.21% | +4.31% | |
| 7 | LNG | Cheniere Energy INC | 株式-エネルギー | 2.24% | +0.24% | -1.25% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.21% | — | -0.25% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.19% | -0.02% | +1993.61% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.99% | — | -2.73% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.98% | — | -5.77% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 1.81% | -0.04% | -0.81% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.80% | — | +1.12% | |
| 14 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.65% | -0.26% | +25.42% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.61% | -0.63% | EXIT | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.60% | -0.08% | -17.99% | |
| 17 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.48% | -1.14% | EXIT | |
| 18 | GS | Goldman Sachs Group INC | 株式-金融 | 1.38% | — | +2.36% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.36% | -0.38% | +110.46% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.34% | +0.09% | -35.26% | |
| 21 | ANETEUR | Arista Networks INC | 株式-その他 | 1.27% | — | +0.05% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.20% | -0.20% | +2.35% | |
| 23 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.13% | — | -38.77% | |
| 24 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.12% | — | -36.10% | |
| 25 | CBOE | Cboe Global Markets INC | 株式-金融 | 1.03% | +0.34% | — | |
| 26 | DDOG | Datadog INC - Class A | 株式-IT | 0.93% | — | -0.25% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.91% | -0.91% | EXIT | |
| 28 | O | Realty Income CORP | 株式-不動産 | 0.91% | — | +398.91% | |
| 29 | NEE | Nextera Energy INC | 株式-公益事業 | 0.89% | — | -50.72% | |
| 30 | AMT | American Tower CORP | 株式-不動産 | 0.88% | — | -0.31% | |
| 31 | AMD | Advanced Micro Devices | 株式-IT | 0.87% | -0.79% | EXIT | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.87% | — | +1.65% | |
| 33 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.84% | — | -0.28% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | — | -0.94% | |
| 35 | CEG | Constellation Energy | 株式-公益事業 | 0.83% | -0.15% | — | |
| 36 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.82% | -0.80% | EXIT | |
| 37 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.80% | — | — | |
| 38 | SEDG | Solaredge Technologies INC | 株式-IT | 0.80% | — | -6.02% | |
| 39 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.78% | -0.48% | EXIT | |
| 40 | FMC | Fmc CORP | 株式-素材 | 0.78% | — | +89.84% | |
| 41 | EOG | Eog Resources INC | 株式-エネルギー | 0.78% | — | -60.84% | |
| 42 | GD | General Dynamics CORP | 株式-資本財 | 0.77% | — | +10.89% | |
| 43 | MS | Morgan Stanley | 株式-金融 | 0.77% | -0.21% | — | |
| 44 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.77% | — | -39.65% | |
| 45 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.77% | — | +0.79% | |
| 46 | NFLX | Netflix INC | 株式-通信サービス | 0.77% | — | -3.05% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.77% | -0.20% | — | |
| 48 | ETN | Eaton Corporation plc | 株式-資本財 | 0.77% | — | -1.75% | |
| 49 | WCN | Waste Connections INC | 株式-資本財 | 0.76% | -0.75% | EXIT | |
| 50 | HPQ | Hp INC | 株式-IT | 0.76% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CEG | Constellation Energy | +0.8% | NEW | 新規購入 |
| 2 | ADM | Archer-daniels-midland Co | +0.8% | NEW | 新規購入 |
| 3 | MS | Morgan Stanley | +0.8% | NEW | 新規購入 |
| 4 | ORCL | Oracle CORP | +0.8% | NEW | 新規購入 |
| 5 | HPQ | Hp INC | +0.8% | NEW | 新規購入 |
| 6 | O | Realty Income CORP | +0.8% | +398.91% | 増加 |
| 7 | DAL | Delta Air Lines INC | +0.7% | NEW | 新規購入 |
| 8 | STX | Seagate Technology Holdings plc | +0.7% | NEW | 新規購入 |
| 9 | D | Dominion Energy INC | +0.7% | NEW | 新規購入 |
| 10 | IBM | Intl Business Machines CORP | +0.7% | NEW | 新規購入 |
| 11 | DNOV | Ft Vest US Equity Deep Buffe | +0.7% | +2.70% | 増加 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | +110.46% | 増加 |
| 13 | VZ | Verizon Communications INC | +0.6% | NEW | 新規購入 |
| 14 | XOM | Exxon Mobil CORP | +0.4% | +1.12% | 増加 |
| 15 | IAU | Ishares Gold Trust | +0.3% | +25.42% | 増加 |
| 16 | FMC | Fmc CORP | +0.3% | +89.84% | 増加 |
| 17 | KNG | Ft Vest S&p 500 Dvd Arst Trg | +0.3% | -0.55% | 減少 |
| 18 | COST | Costco Wholesale CORP | 0% | -2.73% | 減少 |
| 19 | AAPL | Apple INC | — | -1.03% | 減少 |
| 20 | ANETEUR | Arista Networks INC | -0.1% | +0.05% | 増加 |
| 21 | JPM | Jpmorgan Chase & Co | -0.1% | +2.35% | 増加 |
| 22 | AMZN | Amazon.com INC | -0.1% | +2020.90% | 増加 |
| 23 | GOOGL | Alphabet Inc-cl A | -0.1% | +1993.61% | 増加 |
| 24 | CRWD | Crowdstrike Holdings INC - A | -0.1% | +1.24% | 増加 |
| 25 | ISRG | Intuitive Surgical INC | -0.1% | +0.78% | 増加 |
| 26 | TGT | Target CORP | -0.1% | -0.27% | 減少 |
| 27 | AVGO | Broadcom INC | -0.2% | -0.81% | 減少 |
| 28 | HUBS | Hubspot INC | -0.2% | +1.46% | 増加 |
| 29 | META | Meta Platforms Inc-class A | -0.2% | -2.20% | 減少 |
| 30 | DXCM | Dexcom INC | -0.2% | +303.16% | 増加 |
| 31 | ILMN | Illumina INC | -0.2% | +4.90% | 増加 |
| 32 | ABBV | Abbvie INC | -0.2% | -5.77% | 減少 |
| 33 | JD | Jd.com Inc-adr | -0.3% | EXIT | 全売却 |
| 34 | TSLA | Tesla INC | -0.3% | -0.12% | 減少 |
| 35 | DDOG | Datadog INC - Class A | -0.3% | -0.25% | 減少 |
| 36 | V | Visa Inc-class A Shares | -0.3% | -17.99% | 減少 |
| 37 | EXPE | Expedia Group INC | -0.3% | +1.40% | 増加 |
| 38 | LEN | Lennar Corp-a | -0.4% | -39.65% | 減少 |
| 39 | NFLX | Netflix INC | -0.5% | -3.05% | 減少 |
| 40 | CHWY | Chewy INC - Class A | -0.5% | EXIT | 全売却 |
| 41 | TMO | Thermo Fisher Scientific INC | -0.6% | -38.77% | 減少 |
| 42 | ECL | Ecolab INC | -0.6% | EXIT | 全売却 |
| 43 | BDX | Becton Dickinson And Co | -0.6% | -36.10% | 減少 |
| 44 | IIPR | Innovative Industrial Proper | -0.7% | EXIT | 全売却 |
| 45 | NEE | Nextera Energy INC | -0.7% | -50.72% | 減少 |
| 46 | ENPH | Enphase Energy INC | -0.7% | EXIT | 全売却 |
| 47 | MA | Mastercard INC - A | -0.8% | -53.53% | 減少 |
| 48 | WCN | Waste Connections INC | -0.8% | -53.61% | 減少 |
| 49 | EOG | Eog Resources INC | -1.2% | -60.84% | 減少 |
| 50 | NVDA | Nvidia CORP | -1.4% | -35.26% | 減少 |