CIK: 0000059951
申告総資産額
$8.5億
上位200銘柄を表示中（全232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 | 6.22% | — | -1.38% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.05% | — | +1.72% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.92% | — | +0.25% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.43% | — | +13.22% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.02% | — | -3.24% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.99% | — | -8.93% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.62% | — | +15.77% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.18% | — | +1.95% | |
| 9 | CRM | Salesforce INC | 株式-IT | 1.97% | — | -1.00% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.93% | — | -3.12% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.56% | — | -10.81% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.48% | — | +48.31% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.45% | — | -42.32% | |
| 14 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.44% | — | -3.49% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 1.43% | — | -3.94% | |
| 16 | INTC | Intel CORP | 株式-IT | 1.43% | — | -9.13% | |
| 17 | C | Citigroup INC | 株式-金融 | 1.28% | — | +63.77% | |
| 18 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.23% | — | -20.39% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.21% | — | +48.17% | |
| 20 | AMT | American Tower CORP | 株式-不動産 | 1.17% | — | +2.36% | |
| 21 | MCHP | Microchip Technology INC | 株式-IT | 1.16% | — | +3.24% | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 1.13% | — | +15.54% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.11% | — | +12.89% | |
| 24 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 1.08% | — | -13.78% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 1.06% | — | +4.12% | |
| 26 | QCOM | Qualcomm INC | 株式-IT | 1.01% | — | +33.41% | |
| 27 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.97% | — | -9.22% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.89% | — | +4.51% | |
| 29 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.87% | — | +34.72% | |
| 30 | NFLX | Netflix INC | 株式-通信サービス | 0.86% | — | +8.19% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.86% | — | -13.48% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.84% | — | +9.05% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.80% | — | -15.61% | |
| 34 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.77% | — | +116.20% | |
| 35 | NEE | Nextera Energy INC | 株式-公益事業 | 0.76% | — | -0.41% | |
| 36 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.73% | — | +15.82% | |
| 37 | MS | Morgan Stanley | 株式-金融 | 0.73% | — | -10.93% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | — | +1.57% | |
| 39 | DAL | Delta Air Lines INC | 株式-資本財 | 0.65% | — | -22.14% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.65% | — | +116.25% | |
| 41 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.65% | — | -5.09% | |
| 42 | AMAT | Applied Materials INC | 株式-IT | 0.64% | — | +152.93% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.64% | — | +0.84% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | -9.96% | |
| 45 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.62% | — | +104.78% | |
| 46 | NRG | Nrg Energy INC | 株式-公益事業 | 0.62% | — | +98.47% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.62% | — | +91.52% | |
| 48 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.61% | — | +22.30% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | -17.43% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.59% | — | -4.56% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +1.2% | +13.22% | 増加 |
| 2 | AAPL | Apple INC | +1.2% | -1.38% | 減少 |
| 3 | MSFT | Microsoft CORP | +0.6% | +1.72% | 増加 |
| 4 | C | Citigroup INC | +0.5% | +63.77% | 増加 |
| 5 | MPC | Marathon Petroleum CORP | +0.5% | +116.20% | 増加 |
| 6 | AMAT | Applied Materials INC | +0.4% | +152.93% | 増加 |
| 7 | JPM | Jpmorgan Chase & Co | +0.4% | +48.31% | 増加 |
| 8 | QCOM | Qualcomm INC | +0.4% | +33.41% | 増加 |
| 9 | MCHP | Microchip Technology INC | +0.3% | +3.24% | 増加 |
| 10 | NKE | Nike INC -cl B | +0.3% | +104.78% | 増加 |
| 11 | NRG | Nrg Energy INC | +0.3% | +98.47% | 増加 |
| 12 | GLD | Spdr Gold Shares | +0.3% | +15.77% | 増加 |
| 13 | KO | Coca-cola Co/the | +0.3% | +116.25% | 増加 |
| 14 | MRK | Merck & Co. INC. | +0.3% | +48.17% | 増加 |
| 15 | HD | Home Depot INC | +0.3% | +12.89% | 増加 |
| 16 | WMT | Walmart INC | +0.3% | +91.52% | 増加 |
| 17 | META | Meta Platforms Inc-class A | +0.2% | -8.93% | 減少 |
| 18 | CRM | Salesforce INC | +0.2% | -1.00% | 減少 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.25% | 増加 |
| 20 | LMT | Lockheed Martin CORP | +0.2% | +34.72% | 増加 |
| 21 | IBM | Intl Business Machines CORP | +0.2% | +223.40% | 増加 |
| 22 | ✓ | Laboratory CORP Amer Hldgs | +0.2% | +22.30% | 増加 |
| 23 | TMO | Thermo Fisher Scientific INC | +0.2% | +29.36% | 増加 |
| 24 | URI | United Rentals INC | +0.2% | +52.65% | 増加 |
| 25 | AVGO | Broadcom INC | +0.1% | -3.94% | 減少 |
| 26 | GD | General Dynamics CORP | +0.1% | +32.24% | 増加 |
| 27 | V | Visa Inc-class A Shares | +0.1% | +1.95% | 増加 |
| 28 | BAC | Bank Of America CORP | +0.1% | +15.54% | 増加 |
| 29 | ACN | Accenture plc | +0.1% | +9.78% | 増加 |
| 30 | NFLX | Netflix INC | +0.1% | +8.19% | 増加 |
| 31 | CVX | Chevron CORP | +0.1% | +4.51% | 増加 |
| 32 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.24% | 減少 |
| 33 | CSCO | Cisco Systems INC | +0.1% | +4.12% | 増加 |
| 34 | AMT | American Tower CORP | +0.1% | +2.36% | 増加 |
| 35 | UNH | Unitedhealth Group INC | 0% | -3.12% | 減少 |
| 36 | XLV | Ss Health Care Select Sector | -0.2% | -79.88% | 減少 |
| 37 | GM | General Motors Co | -0.2% | -81.60% | 減少 |
| 38 | SCHW | Schwab (charles) CORP | -0.3% | -71.17% | 減少 |
| 39 | XLE | Ss Energy Select Sector | -0.3% | -87.02% | 減少 |
| 40 | COF | Capital One Financial CORP | -0.3% | -86.84% | 減少 |
| 41 | SCHF | Schwab Intl Equity ETF | -0.3% | -40.39% | 減少 |
| 42 | DAL | Delta Air Lines INC | -0.3% | -22.14% | 減少 |
| 43 | XLY | Ss Consumer Disc Select Sect | -0.4% | -89.00% | 減少 |
| 44 | EFA | Ishares Msci Eafe ETF | -1.1% | -42.32% | 減少 |
| 45 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 46 | ATVIEUR | Activision Blizzard INC | — | NEW | 新規購入 |
| 47 | PLD | Prologis INC | — | NEW | 新規購入 |
| 48 | RTX | Rtx CORP | — | NEW | 新規購入 |
| 49 | CMG | Chipotle Mexican Grill INC | — | NEW | 新規購入 |
| 50 | SPG | Simon Property Group INC | — | EXIT | 全売却 |