CIK: 0001632551
申告総資産額
$8195.0万
上位200銘柄を表示中（全578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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.06% | — | — | |
| 2 | TGT | Target CORP | 株式-一般消費財 | 1.94% | — | +0.23% | |
| 3 | WMT | Walmart INC | 株式-生活必需品 | 1.36% | — | +34.62% | |
| 4 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.19% | — | +59.17% | |
| 5 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.14% | — | +61.91% | |
| 6 | VZ | Verizon Communications INC | 株式-通信サービス | 1.14% | — | — | |
| 7 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.11% | — | — | |
| 8 | ROKU | Roku INC | 株式-通信サービス | 1.09% | — | +23.12% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.07% | — | — | |
| 10 | DHR | Danaher CORP | 株式-ヘルスケア | 0.94% | — | — | |
| 11 | BIIB | Biogen INC | 株式-ヘルスケア | 0.90% | — | +313.95% | |
| 12 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.88% | — | +658.62% | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.85% | -1.75% | EXIT | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.76% | -1.35% | -40.13% | |
| 15 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.71% | — | +392.93% | |
| 16 | RMD | Resmed INC | 株式-ヘルスケア | 0.68% | — | +29.95% | |
| 17 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.66% | — | -14.96% | |
| 18 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.66% | — | — | |
| 19 | NTNX | Nutanix INC - A | 株式-IT | 0.65% | — | — | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 0.65% | — | — | |
| 21 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.65% | — | — | |
| 22 | GRMN | Garmin Ltd. | 株式-IT | 0.65% | — | — | |
| 23 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.61% | — | -30.99% | |
| 24 | DG | Dollar General CORP | 株式-生活必需品 | 0.61% | — | -45.11% | |
| 25 | DOCU | Docusign INC | 株式-IT | 0.61% | — | +282.19% | |
| 26 | FIS | Fidelity National Info Serv | 株式-IT | 0.57% | — | -23.47% | |
| 27 | ADBE | Adobe INC | 株式-IT | 0.57% | — | — | |
| 28 | AZO | Autozone INC | 株式-一般消費財 | 0.55% | — | +45.46% | |
| 29 | PODD | Insulet CORP | 株式-ヘルスケア | 0.54% | — | +144.49% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.53% | -3.68% | EXIT | |
| 31 | FTNT | Fortinet INC | 株式-IT | 0.53% | — | +166.35% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | +1.15% | -79.49% | |
| 33 | SPGI | S&p Global INC | 株式-金融 | 0.51% | +0.77% | NEW | |
| 34 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.50% | — | — | |
| 35 | ROK | Rockwell Automation INC | 株式-資本財 | 0.49% | — | — | |
| 36 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.49% | — | -71.24% | |
| 37 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.48% | +1.69% | NEW | |
| 38 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.48% | -2.19% | EXIT | |
| 39 | DHI | Dr Horton INC | 株式-一般消費財 | 0.47% | — | — | |
| 40 | PM | Philip Morris International | 株式-生活必需品 | 0.46% | — | — | |
| 41 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.46% | — | +161.76% | |
| 42 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.45% | — | +61.73% | |
| 43 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.44% | — | — | |
| 44 | TER | Teradyne INC | 株式-IT | 0.44% | — | -15.00% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.43% | -1.97% | EXIT | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.42% | — | — | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | +2.78% | — | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.40% | — | -48.19% | |
| 49 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 0.39% | — | +121.74% | |
| 50 | GS | Goldman Sachs Group INC | 株式-金融 | 0.38% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EW | Edwards Lifesciences CORP | +0.8% | +658.62% | 増加 |
| 2 | BIIB | Biogen INC | +0.7% | +313.95% | 増加 |
| 3 | SCHW | Schwab (charles) CORP | +0.6% | +392.93% | 増加 |
| 4 | DOCU | Docusign INC | +0.5% | +282.19% | 増加 |
| 5 | KO | Coca-cola Co/the | +0.4% | +59.17% | 増加 |
| 6 | SBUX | Starbucks CORP | +0.4% | +61.91% | 増加 |
| 7 | ROKU | Roku INC | +0.4% | +23.12% | 増加 |
| 8 | EQIX | Equinix INC | -0.5% | -66.08% | 減少 |
| 9 | MELI | Mercadolibre INC | -0.6% | -90.73% | 減少 |
| 10 | EL | Estee Lauder Companies-cl A | -0.6% | -65.91% | 減少 |
| 11 | DG | Dollar General CORP | -0.6% | -45.11% | 減少 |
| 12 | HAS | Hasbro INC | -0.7% | -75.79% | 減少 |
| 13 | CRM | Salesforce INC | -0.7% | -75.46% | 減少 |
| 14 | CAG | Conagra Brands INC | -0.8% | -60.85% | 減少 |
| 15 | CCL1EUR | Carnival CORP LTD | -1.1% | -71.24% | 減少 |
| 16 | META | Meta Platforms Inc-class A | -1.9% | -79.49% | 減少 |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新規購入 |
| 18 | ACN | Accenture plc | — | EXIT | 全売却 |
| 19 | AAPL | Apple INC | — | EXIT | 全売却 |
| 20 | UNH | Unitedhealth Group INC | — | EXIT | 全売却 |
| 21 | VZ | Verizon Communications INC | — | NEW | 新規購入 |
| 22 | MKC | Mccormick & Co-non Vtg Shrs | — | EXIT | 全売却 |
| 23 | LOW | Lowe's Cos INC | — | NEW | 新規購入 |
| 24 | PG | Procter & Gamble Co/the | — | NEW | 新規購入 |
| 25 | COST | Costco Wholesale CORP | — | EXIT | 全売却 |
| 26 | DHR | Danaher CORP | — | NEW | 新規購入 |
| 27 | MDT | Medtronic plc | — | EXIT | 全売却 |
| 28 | BURL | Burlington Stores INC | — | EXIT | 全売却 |
| 29 | DIS | Walt Disney Co/the | — | NEW | 新規購入 |
| 30 | LULU | Lululemon Athletica INC | — | EXIT | 全売却 |
| 31 | TWTRUSD | Twitter INC | — | EXIT | 全売却 |
| 32 | STZ | Constellation Brands Inc-a | — | NEW | 新規購入 |
| 33 | NTNX | Nutanix INC - A | — | NEW | 新規購入 |
| 34 | PEP | Pepsico INC | — | NEW | 新規購入 |
| 35 | ULTA | Ulta Beauty INC | — | NEW | 新規購入 |
| 36 | GRMN | Garmin Ltd. | — | NEW | 新規購入 |
| 37 | AYI | Acuity INC | — | EXIT | 全売却 |
| 38 | ADBE | Adobe INC | — | NEW | 新規購入 |
| 39 | DPZ | Domino's Pizza INC | — | EXIT | 全売却 |
| 40 | SPGI | S&p Global INC | — | NEW | 新規購入 |
| 41 | REGN | Regeneron Pharmaceuticals | — | NEW | 新規購入 |
| 42 | EBAY | Ebay INC | — | EXIT | 全売却 |
| 43 | ROK | Rockwell Automation INC | — | NEW | 新規購入 |
| 44 | DXCM | Dexcom INC | — | NEW | 新規購入 |
| 45 | CMCSA | Comcast Corp-class A | — | EXIT | 全売却 |
| 46 | DHI | Dr Horton INC | — | NEW | 新規購入 |
| 47 | PM | Philip Morris International | — | NEW | 新規購入 |
| 48 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | 新規購入 |
| 49 | IWM | Ishares Russell 2000 ETF | — | NEW | 新規購入 |
| 50 | UPS | United Parcel Service-cl B | — | NEW | 新規購入 |