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 | GLD | Spdr Gold Shares | ETF-コモディティ | 7.98% | -4.57% | EXIT | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.84% | -1.16% | -0.11% | |
| 3 | AMSC | American Superconductor CORP | 株式-その他 | 4.51% | +0.48% | NEW | |
| 4 | NFLX | Netflix INC | 株式-通信サービス | 4.43% | — | +0.29% | |
| 5 | UBER | Uber Technologies INC | 株式-資本財 | 4.36% | — | +84.34% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 4.34% | +0.43% | -23.58% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-その他 | 4.06% | +0.45% | NEW | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 3.97% | -0.29% | +419.90% | |
| 9 | GRMN | Garmin Ltd. | 株式-IT | 3.93% | — | +29.57% | |
| 10 | CEG | Constellation Energy | 株式-公益事業 | 3.66% | -2.03% | EXIT | |
| 11 | DUK | Duke Energy CORP | 株式-公益事業 | 3.56% | — | -0.59% | |
| 12 | GEV | GE Vernova INC | 株式-資本財 | 3.41% | -0.23% | +102.97% | |
| 13 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 3.36% | — | +61.48% | |
| 14 | EQT | Eqt CORP | 株式-エネルギー | 3.20% | -0.67% | -39.26% | |
| 15 | PGR | Progressive CORP | 株式-金融 | 3.04% | +2.86% | NEW | |
| 16 | OKE | Oneok INC | 株式-エネルギー | 2.95% | +0.78% | — | |
| 17 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 2.87% | +0.12% | +21.76% | |
| 18 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 2.75% | — | +91.24% | |
| 19 | SFM | Sprouts Farmers Market INC | 株式-生活必需品 | 2.52% | — | — | |
| 20 | NTRS | Northern Trust CORP | 株式-金融 | 2.25% | — | — | |
| 21 | MSI | Motorola Solutions INC | 株式-IT | 2.14% | — | -28.02% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.09% | +0.50% | NEW | |
| 23 | GE | General Electric | 株式-資本財 | 1.95% | +1.46% | +31.44% | |
| 24 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.77% | — | — | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.71% | +1.29% | -0.09% | |
| 26 | YETI | Yeti Holdings INC | 株式-一般消費財 | 1.66% | +0.32% | — | |
| 27 | CME | Cme Group INC | 株式-金融 | 1.21% | — | — | |
| 28 | FLDR | Fidelity Low Durat Fact ETF | ETF-その他 | 1.20% | — | — | |
| 29 | O | Realty Income CORP | 株式-不動産 | 1.11% | — | -2.02% | |
| 30 | CARR | Carrier Global CORP | 株式-資本財 | 1.06% | — | -2.59% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.01% | — | — | |
| 32 | AAPL | Apple INC | 株式-IT | 1.01% | -1.21% | -64.99% | |
| 33 | JFR | Nuveen Floating Rate Income | 株式-その他 | 0.74% | — | -25.37% | |
| 34 | HASI | Ha Sustainable Infrastructur | 株式-金融 | 0.57% | — | — | |
| 35 | XFRAX | Blackrock Fltng Rt INC Strat | 株式-その他 | 0.50% | — | -1.16% | |
| 36 | BTT | Blackrock 2030 Muni Trgt Trm | 株式-その他 | 0.49% | — | +1.70% | |
| 37 | CHWY | Chewy INC - Class A | 株式-一般消費財 | 0.44% | — | — | |
| 38 | ANET | Arista Networks INC | 株式-IT | 0.43% | +0.34% | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.43% | — | -12.90% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.31% | — | -1.81% | |
| 41 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.31% | — | -11.62% | |
| 42 | SYK | Stryker CORP | 株式-ヘルスケア | 0.27% | — | — | |
| 43 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.25% | — | — | |
| 44 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.25% | — | — | |
| 45 | MP | Mp Materials CORP | 株式-素材 | 0.24% | — | — | |
| 46 | VUG | Vanguard Growth ETF | ETF-その他 | 0.22% | — | — | |
| 47 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.22% | +0.46% | -0.20% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.22% | — | +11.32% | |
| 49 | ENPH | Enphase Energy INC | 株式-IT | 0.17% | — | — | |
| 50 | UEC | Uranium Energy CORP | 株式-エネルギー | 0.05% | — | — |
| # | 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 | +3.3% | +419.90% | 増加 |
| 2 | AMSC | American Superconductor CORP | +3.2% | +109.60% | 増加 |
| 3 | OKE | Oneok INC | +3% | NEW | 新規購入 |
| 4 | SFM | Sprouts Farmers Market INC | +2.5% | NEW | 新規購入 |
| 5 | NTRS | Northern Trust CORP | +2.3% | NEW | 新規購入 |
| 6 | GEV | GE Vernova INC | +2.2% | +102.97% | 増加 |
| 7 | GLD | Spdr Gold Shares | +2.1% | +55.34% | 増加 |
| 8 | UBER | Uber Technologies INC | +2.1% | +84.34% | 増加 |
| 9 | TMO | Thermo Fisher Scientific INC | +1.8% | NEW | 新規購入 |
| 10 | YETI | Yeti Holdings INC | +1.7% | NEW | 新規購入 |
| 11 | SPOT | Spotify Technology S.A. | +1.5% | +91.24% | 増加 |
| 12 | CME | Cme Group INC | +1.2% | NEW | 新規購入 |
| 13 | FLDR | Fidelity Low Durat Fact ETF | +1.2% | NEW | 新規購入 |
| 14 | ISRG | Intuitive Surgical INC | +1.1% | +61.48% | 増加 |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | +1% | NEW | 新規購入 |
| 16 | CEG | Constellation Energy | +1% | +3.47% | 増加 |
| 17 | NFLX | Netflix INC | +0.7% | +0.29% | 増加 |
| 18 | HASI | Ha Sustainable Infrastructur | +0.6% | NEW | 新規購入 |
| 19 | GE | General Electric | +0.6% | +31.44% | 増加 |
| 20 | CHWY | Chewy INC - Class A | +0.4% | NEW | 新規購入 |
| 21 | AMZN | Amazon.com INC | +0.4% | +31.59% | 増加 |
| 22 | ANET | Arista Networks INC | +0.4% | NEW | 新規購入 |
| 23 | SYK | Stryker CORP | +0.3% | NEW | 新規購入 |
| 24 | MP | Mp Materials CORP | +0.2% | NEW | 新規購入 |
| 25 | VUG | Vanguard Growth ETF | +0.2% | NEW | 新規購入 |
| 26 | ENPH | Enphase Energy INC | +0.2% | NEW | 新規購入 |
| 27 | GRMN | Garmin Ltd. | +0.1% | +29.57% | 増加 |
| 28 | UEC | Uranium Energy CORP | +0.1% | NEW | 新規購入 |
| 29 | CCL1EUR | Carnival CORP LTD | 0% | — | 変化なし |
| 30 | CARR | Carrier Global CORP | -0.1% | -2.59% | 減少 |
| 31 | JPM | Jpmorgan Chase & Co | -0.1% | -0.11% | 減少 |
| 32 | VRTX | Vertex Pharmaceuticals INC | -0.2% | +21.76% | 増加 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | EXIT | 全売却 |
| 34 | COST | Costco Wholesale CORP | -0.3% | -0.09% | 減少 |
| 35 | USSG | Xtrackers Msci USA Sele Eqty | -0.3% | EXIT | 全売却 |
| 36 | JFR | Nuveen Floating Rate Income | -0.5% | -25.37% | 減少 |
| 37 | TLT | Ishares 20+ Year Treasury Bd | -0.5% | EXIT | 全売却 |
| 38 | MSFT | Microsoft CORP | -0.8% | -23.58% | 減少 |
| 39 | DUK | Duke Energy CORP | -0.9% | -0.59% | 減少 |
| 40 | FBND | Fidelity Total Bond ETF | -1.3% | -8.98% | 減少 |
| 41 | MSI | Motorola Solutions INC | -1.6% | -28.02% | 減少 |
| 42 | GS | Goldman Sachs Group INC | -1.7% | EXIT | 全売却 |
| 43 | EQT | Eqt CORP | -2.6% | -39.26% | 減少 |
| 44 | V | Visa Inc-class A Shares | -2.7% | EXIT | 全売却 |
| 45 | AAPL | Apple INC | -2.7% | -64.99% | 減少 |
| 46 | LLY | Eli Lilly & Co | -2.8% | EXIT | 全売却 |
| 47 | QID | Proshares Ultrashort Qqq | -2.8% | EXIT | 全売却 |
| 48 | PGR | Progressive CORP | -3% | -35.53% | 減少 |
| 49 | SDS | ProShares UltraShort S&P500 | -3.6% | EXIT | 全売却 |
| 50 | JNJ | Johnson & Johnson | -6.1% | EXIT | 全売却 |