CIK: 0002063211
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 | MSFT | Microsoft CORP | 株式-IT | 5.02% | -1.64% | +9.47% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 4.16% | — | +53.10% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.51% | — | +9.85% | |
| 4 | AVGO | Broadcom INC | 株式-IT | 3.21% | -0.49% | -1.84% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.18% | — | +1.86% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.81% | — | +6.90% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.44% | — | -1.74% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.27% | +0.40% | +2.69% | |
| 9 | EQAL | Invesco Russell 1000 Equal W | ETF-その他 | 2.05% | — | +1.04% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.74% | — | -9.17% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.59% | — | +18.83% | |
| 12 | CSCO | Cisco Systems INC | 株式-IT | 1.57% | — | +7.67% | |
| 13 | IBM | Intl Business Machines CORP | 株式-IT | 1.55% | -0.35% | +1.82% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.44% | -0.33% | -0.39% | |
| 15 | BN | Brookfield CORP | 株式-金融 | 1.44% | — | +74.89% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.33% | — | +4.82% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.32% | — | +2.93% | |
| 18 | MBB | Ishares Mbs ETF | ETF-その他 | 1.31% | — | -17.57% | |
| 19 | ASML | ASML Holding N.V. | 株式-IT | 1.25% | +0.27% | +4.73% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.23% | +0.59% | -1.11% | |
| 21 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.22% | +0.10% | -1.35% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 1.21% | -0.53% | +7.51% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 1.17% | -0.35% | +10.62% | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.10% | — | +1.08% | |
| 25 | CRH | CRH plc | 株式-素材 | 1.08% | — | +0.06% | |
| 26 | PM | Philip Morris International | 株式-生活必需品 | 1.05% | — | +5.20% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.99% | +0.12% | -14.06% | |
| 28 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.94% | -0.68% | +0.52% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.93% | — | +0.40% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | +0.28% | -0.24% | |
| 31 | PWR | Quanta Services INC | 株式-資本財 | 0.91% | +0.18% | -0.64% | |
| 32 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.85% | — | +32.52% | |
| 33 | FDX | Fedex CORP | 株式-資本財 | 0.78% | — | -7.00% | |
| 34 | BLK | Blackrock INC | 株式-金融 | 0.76% | -0.46% | +4.57% | |
| 35 | GEV | GE Vernova INC | 株式-資本財 | 0.75% | +0.29% | -2.70% | |
| 36 | C | Citigroup INC | 株式-金融 | 0.73% | — | -8.60% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.65% | +0.19% | -1.17% | |
| 38 | RTX | Rtx CORP | 株式-資本財 | 0.65% | — | -4.51% | |
| 39 | TMUS | T-mobile US INC | 株式-通信サービス | 0.64% | — | -19.61% | |
| 40 | DASH | Doordash INC - A | 株式-一般消費財 | 0.64% | -0.25% | — | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.64% | +0.56% | +26.90% | |
| 42 | BAC | Bank Of America CORP | 株式-金融 | 0.63% | — | +2.40% | |
| 43 | DELL | Dell Technologies -c | 株式-IT | 0.61% | — | +0.79% | |
| 44 | WMB | Williams Cos INC | 株式-エネルギー | 0.59% | — | -0.86% | |
| 45 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.58% | -0.58% | EXIT | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.57% | — | -3.85% | |
| 47 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 0.57% | — | -15.93% | |
| 48 | STX | Seagate Technology Holdings plc | 株式-IT | 0.56% | — | -26.93% | |
| 49 | PLD | Prologis INC | 株式-不動産 | 0.56% | — | +1.83% | |
| 50 | UBER | Uber Technologies INC | 株式-資本財 | 0.54% | — | -1.04% |
| # | 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 | +2.2% | +53.10% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.3% | +1.86% | 減少 |
| 3 | AVGO | Broadcom INC | +1.3% | -1.84% | 減少 |
| 4 | AMZN | Amazon.com INC | +0.9% | +9.85% | 増加 |
| 5 | MSFT | Microsoft CORP | +0.9% | +9.47% | 増加 |
| 6 | ASML | ASML Holding N.V. | +0.4% | +4.73% | 増加 |
| 7 | TSLA | Tesla INC | +0.3% | +10.62% | 減少 |
| 8 | BN | Brookfield CORP | +0.3% | +74.89% | 増加 |
| 9 | PLD | Prologis INC | +0.3% | +1.83% | 増加 |
| 10 | EQAL | Invesco Russell 1000 Equal W | +0.3% | +1.04% | 増加 |
| 11 | STX | Seagate Technology Holdings plc | +0.3% | -26.93% | 減少 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +26.90% | 増加 |
| 13 | BLK | Blackrock INC | +0.2% | +4.57% | 増加 |
| 14 | PWR | Quanta Services INC | +0.2% | -0.64% | 減少 |
| 15 | AAPL | Apple INC | +0.2% | +6.90% | 増加 |
| 16 | C | Citigroup INC | +0.2% | -8.60% | 減少 |
| 17 | CSCO | Cisco Systems INC | +0.2% | +7.67% | 増加 |
| 18 | META | Meta Platforms Inc-class A | +0.2% | +4.82% | 増加 |
| 19 | CRH | CRH plc | +0.1% | +0.06% | 減少 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +2.69% | 増加 |
| 21 | WMT | Walmart INC | +0.1% | -0.39% | 増加 |
| 22 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +18.83% | 増加 |
| 23 | IBM | Intl Business Machines CORP | 0% | +1.82% | 増加 |
| 24 | SLB | Slb LTD | -0.4% | -37.74% | 減少 |
| 25 | ACN | Accenture plc | -0.4% | -46.15% | 減少 |
| 26 | TMUS | T-mobile US INC | -0.5% | -19.61% | 減少 |
| 27 | UNH | Unitedhealth Group INC | -0.7% | -32.65% | 減少 |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.9% | -1.74% | 減少 |
| 29 | DASH | Doordash INC - A | — | NEW | 新規購入 |
| 30 | CB | Chubb Limited | — | NEW | 新規購入 |
| 31 | PGR | Progressive CORP | — | EXIT | 全売却 |
| 32 | BTI | British American Tob-sp Adr | — | NEW | 新規購入 |
| 33 | APH | Amphenol Corp-cl A | — | NEW | 新規購入 |
| 34 | SNY | Sanofi-adr | — | EXIT | 全売却 |
| 35 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 36 | BRBR | Bellring Brands INC | — | EXIT | 全売却 |
| 37 | UPS | United Parcel Service-cl B | — | EXIT | 全売却 |
| 38 | REGN | Regeneron Pharmaceuticals | — | NEW | 新規購入 |
| 39 | BJ | Bj's Wholesale Club Holdings | — | EXIT | 全売却 |
| 40 | AMAT | Applied Materials INC | — | NEW | 新規購入 |
| 41 | GLPI | Gaming And Leisure Propertie | — | EXIT | 全売却 |
| 42 | ADP | Automatic Data Processing | — | EXIT | 全売却 |
| 43 | KMB | Kimberly-clark CORP | — | EXIT | 全売却 |
| 44 | CTVA | Corteva INC | — | NEW | 新規購入 |
| 45 | KLAC | Kla CORP | — | NEW | 新規購入 |
| 46 | SAP | Sap Se-sponsored Adr | — | EXIT | 全売却 |
| 47 | WY | Weyerhaeuser Co | — | EXIT | 全売却 |
| 48 | STT | State Street CORP | — | NEW | 新規購入 |
| 49 | ORLY | O'reilly Automotive INC | — | EXIT | 全売却 |
| 50 | TGT | Target CORP | — | EXIT | 全売却 |