CIK: 0001897071
申告総資産額
$1.3億
| # | 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 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 6.10% | — | +129.01% | |
| 2 | PGR | Progressive CORP | 株式-金融 | 6.02% | +2.86% | NEW | |
| 3 | GLD | Spdr Gold Shares | ETF-コモディティ | 5.84% | -4.57% | EXIT | |
| 4 | EQT | Eqt CORP | 株式-エネルギー | 5.81% | -0.67% | +6.74% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-その他 | 5.36% | +0.45% | NEW | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 5.16% | +0.43% | +3.41% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.93% | -1.16% | -15.49% | |
| 8 | DUK | Duke Energy CORP | 株式-公益事業 | 4.46% | — | +338.59% | |
| 9 | GRMN | Garmin Ltd. | 株式-IT | 3.80% | — | -44.13% | |
| 10 | AAPL | Apple INC | 株式-IT | 3.75% | -1.21% | -44.10% | |
| 11 | MSI | Motorola Solutions INC | 株式-IT | 3.72% | — | -0.07% | |
| 12 | NFLX | Netflix INC | 株式-通信サービス | 3.70% | — | -33.33% | |
| 13 | SDS | ProShares UltraShort S&P500 | 株式-その他 | 3.58% | — | — | |
| 14 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 3.08% | +0.12% | +0.29% | |
| 15 | QID | Proshares Ultrashort Qqq | ETF-その他 | 2.83% | — | — | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.81% | +5.46% | NEW | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 2.71% | — | +297.51% | |
| 18 | CEG | Constellation Energy | 株式-公益事業 | 2.66% | -2.03% | EXIT | |
| 19 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.28% | — | -36.44% | |
| 20 | UBER | Uber Technologies INC | 株式-資本財 | 2.22% | — | — | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.97% | +1.29% | -42.19% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.66% | +0.50% | NEW | |
| 23 | GS | Goldman Sachs Group INC | 株式-金融 | 1.66% | -0.01% | -69.21% | |
| 24 | GE | General Electric | 株式-資本財 | 1.39% | +1.46% | -0.24% | |
| 25 | O | Realty Income CORP | 株式-不動産 | 1.37% | — | — | |
| 26 | AMSC | American Superconductor CORP | 株式-その他 | 1.28% | +0.48% | NEW | |
| 27 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 1.24% | — | -58.43% | |
| 28 | JFR | Nuveen Floating Rate Income | 株式-その他 | 1.19% | — | +21.25% | |
| 29 | GEV | GE Vernova INC | 株式-資本財 | 1.17% | -0.23% | -77.46% | |
| 30 | CARR | Carrier Global CORP | 株式-資本財 | 1.13% | — | -0.72% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.63% | -0.29% | -84.71% | |
| 32 | XFRAX | Blackrock Fltng Rt INC Strat | 株式-その他 | 0.59% | — | -0.42% | |
| 33 | BTT | Blackrock 2030 Muni Trgt Trm | 株式-その他 | 0.56% | — | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.54% | — | -26.08% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.50% | — | — | |
| 36 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.42% | — | +3.25% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.38% | — | -0.96% | |
| 38 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.33% | — | -4.91% | |
| 39 | USSG | Xtrackers Msci USA Sele Eqty | ETF-その他 | 0.28% | — | -6.46% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.26% | — | +2.73% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.23% | — | — | |
| 42 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.21% | — | — | |
| 43 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.20% | +0.46% | -2.34% | |
| 44 | LINTA 4 11-15-29 | Liberty Interactive LLC | 株式-その他 | — | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | +6% | NEW | 新規購入 |
| 2 | GLD | Spdr Gold Shares | +5.8% | NEW | 新規購入 |
| 3 | FBND | Fidelity Total Bond ETF | +5.4% | NEW | 新規購入 |
| 4 | JNJ | Johnson & Johnson | +4.3% | +129.01% | 増加 |
| 5 | DUK | Duke Energy CORP | +3.8% | +338.59% | 増加 |
| 6 | SDS | ProShares UltraShort S&P500 | +3.6% | NEW | 新規購入 |
| 7 | QID | Proshares Ultrashort Qqq | +2.8% | NEW | 新規購入 |
| 8 | LLY | Eli Lilly & Co | +2.8% | NEW | 新規購入 |
| 9 | V | Visa Inc-class A Shares | +2.2% | +297.51% | 増加 |
| 10 | UBER | Uber Technologies INC | +2.2% | NEW | 新規購入 |
| 11 | EQT | Eqt CORP | +2.2% | +6.74% | 増加 |
| 12 | O | Realty Income CORP | +1.4% | NEW | 新規購入 |
| 13 | VRTX | Vertex Pharmaceuticals INC | +1.1% | +0.29% | 増加 |
| 14 | MSFT | Microsoft CORP | +0.9% | +3.41% | 増加 |
| 15 | MSI | Motorola Solutions INC | +0.7% | -0.07% | 減少 |
| 16 | JPM | Jpmorgan Chase & Co | +0.6% | -15.49% | 減少 |
| 17 | TLT | Ishares 20+ Year Treasury Bd | +0.5% | NEW | 新規購入 |
| 18 | GE | General Electric | +0.5% | -0.24% | 減少 |
| 19 | JFR | Nuveen Floating Rate Income | +0.4% | +21.25% | 増加 |
| 20 | ABT | Abbott Laboratories | +0.2% | NEW | 新規購入 |
| 21 | CARR | Carrier Global CORP | +0.2% | -0.72% | 減少 |
| 22 | IVV | Ishares Core S&p 500 ETF | -0.1% | -26.08% | 減少 |
| 23 | VUG | Vanguard Growth ETF | -0.2% | EXIT | 全売却 |
| 24 | NFLX | Netflix INC | -0.4% | -33.33% | 減少 |
| 25 | YETI | Yeti Holdings INC | -0.5% | EXIT | 全売却 |
| 26 | COST | Costco Wholesale CORP | -0.6% | -42.19% | 減少 |
| 27 | SRE | Sempra | -0.6% | EXIT | 全売却 |
| 28 | SPOT | Spotify Technology S.A. | -0.6% | -58.43% | 減少 |
| 29 | ISRG | Intuitive Surgical INC | -0.6% | -36.44% | 減少 |
| 30 | AMAL | Amalgamated Financial CORP | -0.7% | EXIT | 全売却 |
| 31 | AMSC | American Superconductor CORP | -0.8% | -36.60% | 減少 |
| 32 | SKWD | Skyward Specialty Insurance | -1% | EXIT | 全売却 |
| 33 | NEE | Nextera Energy INC | -1.1% | EXIT | 全売却 |
| 34 | TMO | Thermo Fisher Scientific INC | -1.1% | EXIT | 全売却 |
| 35 | GRMN | Garmin Ltd. | -1.2% | -44.13% | 減少 |
| 36 | CEG | Constellation Energy | -1.9% | -49.82% | 減少 |
| 37 | AXON | Axon Enterprise INC | -1.9% | EXIT | 全売却 |
| 38 | SFM | Sprouts Farmers Market INC | -1.9% | EXIT | 全売却 |
| 39 | OKE | Oneok INC | -1.9% | EXIT | 全売却 |
| 40 | AAPL | Apple INC | -2.1% | -44.10% | 減少 |
| 41 | CMG | Chipotle Mexican Grill INC | -2.1% | EXIT | 全売却 |
| 42 | PFF | Ishares Preferred & Income S | -2.2% | EXIT | 全売却 |
| 43 | AMZN | Amazon.com INC | -2.3% | -63.02% | 減少 |
| 44 | FSLR | First Solar INC | -2.4% | EXIT | 全売却 |
| 45 | GS | Goldman Sachs Group INC | -2.7% | -69.21% | 減少 |
| 46 | GEV | GE Vernova INC | -3.1% | -77.46% | 減少 |
| 47 | HIW | Highwoods Properties INC | -3.3% | EXIT | 全売却 |
| 48 | NVDA | Nvidia CORP | -3.3% | -84.71% | 減少 |
| 49 | UTHR | United Therapeutics CORP | -3.6% | EXIT | 全売却 |
| 50 | ANET | Arista Networks INC | -4.2% | EXIT | 全売却 |