CIK: 0000059951
申告総資産額
$8.5億
上位200銘柄を表示中（全203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 | 7.09% | — | +260.84% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.84% | — | -6.92% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.77% | — | -5.06% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.49% | — | -15.45% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.20% | — | -6.87% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.15% | — | +13.89% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.97% | — | -4.47% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.15% | — | -4.35% | |
| 9 | CRM | Salesforce INC | 株式-IT | 2.03% | — | -22.75% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.89% | — | -6.88% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.78% | — | +17.70% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.64% | — | -4.00% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.54% | — | -6.38% | |
| 14 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.47% | — | +51.68% | |
| 15 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.40% | — | -4.24% | |
| 16 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.40% | — | -3.47% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.37% | — | -9.53% | |
| 18 | QCOM | Qualcomm INC | 株式-IT | 1.28% | — | -0.83% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.23% | — | -5.34% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.21% | — | -1.15% | |
| 21 | MS | Morgan Stanley | 株式-金融 | 1.17% | — | +62.49% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 1.13% | — | +121.19% | |
| 23 | MCHP | Microchip Technology INC | 株式-IT | 1.11% | — | -1.71% | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.06% | — | +16.07% | |
| 25 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 1.04% | — | -5.77% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.99% | — | -19.00% | |
| 27 | AMT | American Tower CORP | 株式-不動産 | 0.94% | — | -13.87% | |
| 28 | NFLX | Netflix INC | 株式-通信サービス | 0.94% | — | -0.79% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.92% | — | -6.89% | |
| 30 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.84% | — | +5.91% | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 0.83% | — | -4.60% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.80% | — | +11.96% | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 0.79% | — | -31.15% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.76% | — | -12.96% | |
| 35 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.75% | — | +8.81% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.74% | — | +5.07% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.74% | — | -10.65% | |
| 38 | AMAT | Applied Materials INC | 株式-IT | 0.73% | — | +15.91% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.71% | — | -0.57% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.67% | — | -5.40% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.66% | — | -26.18% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.65% | — | -5.26% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.64% | — | -4.17% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.61% | — | -8.26% | |
| 45 | ACN | Accenture plc | 株式-IT | 0.59% | — | -4.24% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | — | -1.58% | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.58% | — | +30.32% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.58% | — | -3.16% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.56% | — | -15.53% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.55% | — | -8.06% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.9% | +260.84% | 増加 |
| 2 | NVDA | Nvidia CORP | +0.8% | +121.19% | 増加 |
| 3 | GLD | Spdr Gold Shares | +0.5% | +13.89% | 増加 |
| 4 | FLOT | Ishares Floating Rate Bond E | +0.5% | +51.68% | 増加 |
| 5 | MS | Morgan Stanley | +0.4% | +62.49% | 増加 |
| 6 | AMZN | Amazon.com INC | +0.3% | -5.06% | 減少 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | +17.70% | 増加 |
| 8 | LRCXEUR | Lam Research CORP | +0.3% | +128.09% | 増加 |
| 9 | QCOM | Qualcomm INC | +0.3% | -0.83% | 減少 |
| 10 | NKE | Nike INC -cl B | +0.2% | +5.91% | 増加 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | -6.87% | 減少 |
| 12 | LMT | Lockheed Martin CORP | +0.2% | +16.07% | 増加 |
| 13 | WMT | Walmart INC | +0.2% | +11.96% | 増加 |
| 14 | CMCSA | Comcast Corp-class A | +0.2% | -3.47% | 減少 |
| 15 | UNP | Union Pacific CORP | +0.2% | +24.46% | 増加 |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | +30.32% | 増加 |
| 17 | ✓ | Laboratory CORP Amer Hldgs | +0.1% | +8.81% | 増加 |
| 18 | CMF | Ishares California Muni Bond | +0.1% | +84.58% | 増加 |
| 19 | AVGO | Broadcom INC | +0.1% | -6.38% | 減少 |
| 20 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +5.07% | 増加 |
| 21 | HD | Home Depot INC | +0.1% | -1.15% | 減少 |
| 22 | CAT | Caterpillar INC | +0.1% | +76.09% | 増加 |
| 23 | CMG | Chipotle Mexican Grill INC | +0.1% | +18.07% | 増加 |
| 24 | AMAT | Applied Materials INC | +0.1% | +15.91% | 増加 |
| 25 | EEM | Ishares Msci Emerging Market | +0.1% | -4.00% | 減少 |
| 26 | ABT | Abbott Laboratories | +0.1% | -6.89% | 減少 |
| 27 | NRG | Nrg Energy INC | -0.1% | -11.42% | 減少 |
| 28 | GOOG | Alphabet Inc-cl C | -0.1% | -43.45% | 減少 |
| 29 | VRTX | Vertex Pharmaceuticals INC | -0.1% | -33.66% | 減少 |
| 30 | IJR | Ishares Core S&p Small-cap E | -0.1% | -12.96% | 減少 |
| 31 | JNJ | Johnson & Johnson | -0.1% | -39.01% | 減少 |
| 32 | CVS | Cvs Health CORP | -0.1% | -11.66% | 減少 |
| 33 | CVX | Chevron CORP | -0.2% | -0.57% | 減少 |
| 34 | GD | General Dynamics CORP | -0.2% | -30.72% | 減少 |
| 35 | DAL | Delta Air Lines INC | -0.2% | -37.35% | 減少 |
| 36 | GILD | Gilead Sciences INC | -0.2% | -12.34% | 減少 |
| 37 | MSFT | Microsoft CORP | -0.2% | -6.92% | 減少 |
| 38 | AMT | American Tower CORP | -0.2% | -13.87% | 減少 |
| 39 | CTVA | Corteva INC | -0.3% | -57.68% | 減少 |
| 40 | BAC | Bank Of America CORP | -0.3% | -31.15% | 減少 |
| 41 | CSCO | Cisco Systems INC | -0.4% | -26.18% | 減少 |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -15.45% | 減少 |
| 43 | INTC | Intel CORP | -0.4% | -19.00% | 減少 |
| 44 | MPC | Marathon Petroleum CORP | -0.7% | -82.70% | 減少 |
| 45 | C | Citigroup INC | -0.8% | -53.05% | 減少 |
| 46 | VMC | Vulcan Materials Co | — | NEW | 新規購入 |
| 47 | SLB | Slb LTD | — | NEW | 新規購入 |
| 48 | SLV | Ishares Silver Trust | — | NEW | 新規購入 |
| 49 | CCI | Crown Castle INC | — | EXIT | 全売却 |
| 50 | TFX | Teleflex INC | — | EXIT | 全売却 |