CIK: 0002057637
申告総資産額
$2.0億
上位200銘柄を表示中（全1149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 | AAPL | Apple INC | 株式-IT | 7.25% | -0.47% | -33.15% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 5.58% | — | -35.83% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.78% | — | -47.72% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.06% | — | -30.76% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.03% | -0.24% | -35.32% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.02% | — | -28.73% | |
| 7 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.60% | +0.09% | -41.98% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 1.55% | -0.21% | -53.73% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.54% | -0.22% | -45.50% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.49% | — | -28.16% | |
| 11 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.48% | +0.29% | -44.23% | |
| 12 | UNP | Union Pacific CORP | 株式-資本財 | 1.32% | — | -50.41% | |
| 13 | AMGN | Amgen INC | 株式-ヘルスケア | 1.24% | +0.07% | +295.18% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.24% | +0.26% | -41.29% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.23% | -0.14% | -16.90% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.21% | +0.32% | +6.95% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.20% | +0.23% | -25.74% | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 1.16% | -0.34% | +29.83% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.14% | — | -47.96% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.99% | -0.42% | +238.35% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.99% | +0.35% | +12.16% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.97% | — | +512.12% | |
| 23 | FNF | Fidelity National Financial | 株式-金融 | 0.81% | -0.14% | -50.00% | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.77% | -0.14% | -49.93% | |
| 25 | AMD | Advanced Micro Devices | 株式-IT | 0.75% | — | +266.68% | |
| 26 | BRO | Brown & Brown INC | 株式-金融 | 0.73% | -0.15% | -50.18% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.67% | — | -46.48% | |
| 28 | GE | General Electric | 株式-資本財 | 0.63% | — | +205.62% | |
| 29 | ZHGIIX | Hines Global Income Trust-i | 株式-その他 | 0.60% | -0.60% | EXIT | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | -0.11% | -44.80% | |
| 31 | IDCC | Interdigital INC | 株式-IT | 0.55% | — | -49.91% | |
| 32 | ALB | Albemarle CORP | 株式-素材 | 0.54% | +0.12% | -37.16% | |
| 33 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 0.54% | +0.09% | +428.19% | |
| 34 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.53% | +0.15% | +36.49% | |
| 35 | NFLX | Netflix INC | 株式-通信サービス | 0.52% | +0.16% | +443.69% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.51% | — | -41.02% | |
| 37 | AMAT | Applied Materials INC | 株式-IT | 0.48% | +0.11% | -38.58% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | -0.94% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.47% | -0.14% | -8.32% | |
| 40 | CAT | Caterpillar INC | 株式-資本財 | 0.46% | +0.21% | -34.63% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.45% | — | -26.16% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.45% | — | +38.26% | |
| 43 | GEV | GE Vernova INC | 株式-資本財 | 0.45% | +0.14% | +28.47% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.44% | — | -47.62% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.43% | — | -2.72% | |
| 46 | AKRE | Akre Focus ETF | ETF-その他 | 0.42% | -0.11% | — | |
| 47 | XLE | Ss Energy Select Sector | ETF-その他 | 0.42% | +0.14% | +14.44% | |
| 48 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.42% | — | +235.40% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.41% | — | -48.98% | |
| 50 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.41% | — | -51.90% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen INC | +1% | +295.18% | 増加 |
| 2 | KO | Coca-cola Co/the | +0.9% | +512.12% | 増加 |
| 3 | JEPI | Jpmorgan Equity Premium Inco | +0.8% | +238.35% | 増加 |
| 4 | AMD | Advanced Micro Devices | +0.6% | +266.68% | 増加 |
| 5 | TSLA | Tesla INC | +0.5% | +29.83% | 増加 |
| 6 | GE | General Electric | +0.5% | +205.62% | 増加 |
| 7 | PYLD | Pimco Multisector Bond Actv | +0.5% | +428.19% | 増加 |
| 8 | JEPQ | JPM Nasdaq Equity Premium | +0.3% | +235.40% | 増加 |
| 9 | AMZN | Amazon.com INC | +0.1% | -28.73% | 減少 |
| 10 | META | Meta Platforms Inc-class A | 0% | -16.90% | 減少 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | 0% | -28.16% | 減少 |
| 12 | GOOGL | Alphabet Inc-cl A | 0% | -45.50% | 減少 |
| 13 | PG | Procter & Gamble Co/the | -0.1% | -25.74% | 減少 |
| 14 | AAPL | Apple INC | -0.1% | -33.15% | 減少 |
| 15 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -41.02% | 減少 |
| 16 | XLE | Ss Energy Select Sector | -0.1% | +14.44% | 増加 |
| 17 | LOW | Lowe's Cos INC | -0.1% | -48.38% | 減少 |
| 18 | GLD | Spdr Gold Shares | -0.1% | -58.57% | 減少 |
| 19 | MGM | Mgm Resorts International | -0.1% | -58.53% | 減少 |
| 20 | PLTR | Palantir Technologies Inc-a | -0.2% | -51.22% | 減少 |
| 21 | PDI | Pimco Dynamic Income Fund | -0.2% | -53.27% | 減少 |
| 22 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -48.98% | 減少 |
| 23 | JPM | Jpmorgan Chase & Co | -0.2% | -44.80% | 減少 |
| 24 | DVY | Ishares Select Dividend ETF | -0.2% | -47.62% | 減少 |
| 25 | KR | Kroger Co | -0.2% | -50.00% | 減少 |
| 26 | AOR | Ishares Core 60/40 Balanced | -0.2% | -51.90% | 減少 |
| 27 | XEL | Xcel Energy INC | -0.2% | -50.00% | 減少 |
| 28 | QBTS | D-wave Quantum INC | -0.2% | -76.37% | 減少 |
| 29 | MAIN | Main Street Capital CORP | -0.2% | -57.81% | 減少 |
| 30 | IVV | Ishares Core S&p 500 ETF | -0.2% | -46.48% | 減少 |
| 31 | HD | Home Depot INC | -0.2% | -53.97% | 減少 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -41.29% | 減少 |
| 33 | IDCC | Interdigital INC | -0.3% | -49.91% | 減少 |
| 34 | NFLX | Netflix INC | -0.4% | +443.69% | 増加 |
| 35 | MSFT | Microsoft CORP | -0.4% | -35.32% | 減少 |
| 36 | VOT | Vanguard Mid-cap Growth ETF | -0.4% | -49.93% | 減少 |
| 37 | NOBL | Proshares S&p 500 Dividend A | -0.4% | -44.23% | 減少 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -47.96% | 減少 |
| 39 | FNF | Fidelity National Financial | -0.5% | -50.00% | 減少 |
| 40 | BRO | Brown & Brown INC | -0.5% | -50.18% | 減少 |
| 41 | COST | Costco Wholesale CORP | -0.5% | -41.98% | 減少 |
| 42 | UNP | Union Pacific CORP | -0.7% | -50.41% | 減少 |
| 43 | NVDA | Nvidia CORP | -0.7% | -35.83% | 減少 |
| 44 | AVGO | Broadcom INC | -0.8% | -53.73% | 減少 |
| 45 | VOO | Vanguard S&p 500 ETF | -1% | -47.72% | 減少 |
| 46 | ZHGIIX | Hines Global Income Trust-i | — | NEW | 新規購入 |
| 47 | AKRE | Akre Focus ETF | — | NEW | 新規購入 |
| 48 | MINT | Pimco Enhanced Short Maturit | — | NEW | 新規購入 |
| 49 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | 新規購入 |
| 50 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | — | NEW | 新規購入 |