CIK: 0001634865
申告総資産額
$2.5億
上位200銘柄を表示中（全219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 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.97% | +0.15% | -1.20% | |
| 2 | ARKK | Ark Innovation ETF | ETF-その他 | 2.66% | +0.32% | -1.54% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.56% | +0.44% | +0.28% | |
| 4 | FXR | First Trust Indst/producers | ETF-その他 | 2.56% | +0.02% | -0.19% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 2.48% | -0.04% | -13.99% | |
| 6 | XPO | Xpo INC | 株式-資本財 | 2.48% | -0.33% | -5.81% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 2.40% | -2.98% | EXIT | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.22% | — | -3.23% | |
| 9 | FXH | First Trust Health Care Alph | ETF-その他 | 2.15% | -0.04% | — | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.12% | +0.02% | -0.86% | |
| 11 | NOW | Servicenow INC | 株式-IT | 2.02% | +0.29% | -13.20% | |
| 12 | ✓ | 株式-その他 | 1.98% | -0.37% | +24.36% | ||
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.86% | -0.02% | +1.28% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.73% | — | -2.44% | |
| 15 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.63% | — | -8.46% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.62% | -0.02% | -0.75% | |
| 17 | OLED | Universal Display CORP | 株式-IT | 1.47% | +0.05% | -7.24% | |
| 18 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.47% | +0.01% | -5.68% | |
| 19 | BMO | Bank Of Montreal | 株式-金融 | 1.45% | -0.02% | -3.53% | |
| 20 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.37% | +0.29% | — | |
| 21 | AWR | American States Water Co | 株式-公益事業 | 1.32% | — | +0.22% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.19% | +0.01% | +0.65% | |
| 23 | UL | Unilever PLC | 株式-生活必需品 | 1.11% | — | -4.84% | |
| 24 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.04% | — | -2.51% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.01% | — | +0.85% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.01% | -0.40% | -25.15% | |
| 27 | EMR | Emerson Electric Co | 株式-資本財 | 0.96% | — | +0.61% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.96% | — | -1.04% | |
| 29 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.96% | +0.12% | -8.56% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.96% | +0.21% | -7.04% | |
| 31 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.95% | +0.02% | -9.48% | |
| 32 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.95% | — | — | |
| 33 | STMP | Stamps.com INC | 株式-その他 | 0.92% | -0.22% | -4.31% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.91% | — | -0.24% | |
| 35 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.90% | — | -1.78% | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 0.87% | — | +0.36% | |
| 37 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-コモディティ | 0.78% | — | -2.14% | |
| 38 | PRU | Prudential Financial INC | 株式-金融 | 0.77% | — | -3.11% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.75% | — | -5.66% | |
| 40 | NFLX | Netflix INC | 株式-通信サービス | 0.69% | +0.12% | -1.57% | |
| 41 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.66% | +0.10% | +0.92% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.66% | — | +10.66% | |
| 43 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.64% | — | +19.84% | |
| 44 | FFIV | F5 INC | 株式-IT | 0.62% | — | -14.64% | |
| 45 | GM | General Motors Co | 株式-一般消費財 | 0.61% | — | -3.88% | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.61% | — | +99.75% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.59% | — | — | |
| 48 | LUV | Southwest Airlines Co | 株式-資本財 | 0.58% | — | -8.96% | |
| 49 | TMUS | T-mobile US INC | 株式-通信サービス | 0.57% | — | -36.98% | |
| 50 | GWW | Ww Grainger INC | 株式-資本財 | 0.56% | — | -12.35% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | +0.8% | +24.36% | 増加 | |
| 2 | AAPL | Apple INC | +0.5% | +0.28% | 増加 |
| 3 | LLY | Eli Lilly & Co | +0.4% | -0.75% | 減少 |
| 4 | OLED | Universal Display CORP | +0.4% | -7.24% | 減少 |
| 5 | XLK | Ss Technology Select Sector | +0.3% | -1.20% | 減少 |
| 6 | FXR | First Trust Indst/producers | +0.3% | -0.19% | 減少 |
| 7 | XPO | Xpo INC | +0.3% | -5.81% | 減少 |
| 8 | VEEV | Veeva Systems Inc-class A | +0.3% | -8.56% | 減少 |
| 9 | ISRG | Intuitive Surgical INC | +0.2% | +19.84% | 増加 |
| 10 | XLY | Ss Consumer Disc Select Sect | +0.2% | -0.86% | 減少 |
| 11 | SSO | Proshares Ultra S&p500 | +0.2% | -5.68% | 減少 |
| 12 | ✓ | Mallinckrodt PLC | +0.1% | -9.16% | 減少 |
| 13 | MU | Micron Technology INC | +0.1% | +68.86% | 増加 |
| 14 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +56.41% | 増加 |
| 15 | STWD | Starwood Property Trust INC | -0.1% | -9.48% | 減少 |
| 16 | TSLA | Tesla INC | -0.1% | +10.66% | 増加 |
| 17 | PGNXUSD | Progenics Pharmaceuticals | -0.1% | -7.99% | 減少 |
| 18 | GM | General Motors Co | -0.1% | -3.88% | 減少 |
| 19 | STMP | Stamps.com INC | -0.1% | -4.31% | 減少 |
| 20 | PSX | Phillips 66 | -0.1% | -45.98% | 減少 |
| 21 | TMUS | T-mobile US INC | -0.2% | -36.98% | 減少 |
| 22 | GOOG | Alphabet Inc-cl C | -0.2% | -25.15% | 減少 |
| 23 | META | Meta Platforms Inc-class A | -0.2% | -7.04% | 減少 |
| 24 | ALGN | Align Technology INC | -0.2% | -46.81% | 減少 |
| 25 | NTES | Netease Inc-adr | — | EXIT | 全売却 |
| 26 | ABMDEUR | Abiomed INC | — | EXIT | 全売却 |
| 27 | FXH | First Trust Health Care Alph | — | NEW | 新規購入 |
| 28 | XLF | Ss Financial Select Sector | — | EXIT | 全売却 |
| 29 | VBK | Vanguard Small-cap Grwth ETF | — | EXIT | 全売却 |
| 30 | SLYV | Ss Spdr S&p 600 Sc Val ETF | — | NEW | 新規購入 |
| 31 | TDOC | Teladoc Health INC | — | NEW | 新規購入 |
| 32 | LGND | Ligand Pharmaceuticals | — | NEW | 新規購入 |
| 33 | WTWEUR | Ww International INC | — | NEW | 新規購入 |
| 34 | SHAK | Shake Shack INC - Class A | — | EXIT | 全売却 |
| 35 | ADBE | Adobe INC | — | EXIT | 全売却 |
| 36 | ✓ | Ishares Tr | — | EXIT | 全売却 |
| 37 | IDCBY | Ind & Comm Bk Of-unspon Adr | — | EXIT | 全売却 |
| 38 | NBIX | Neurocrine Biosciences INC | — | NEW | 新規購入 |
| 39 | LULU | Lululemon Athletica INC | — | EXIT | 全売却 |
| 40 | TREE | Lendingtree INC | — | EXIT | 全売却 |
| 41 | CAG | Conagra Brands INC | — | NEW | 新規購入 |
| 42 | RDS-A | Shell Plc-spon Adr-a | — | EXIT | 全売却 |
| 43 | MITK | Mitek Systems INC | — | EXIT | 全売却 |
| 44 | MS | Morgan Stanley | — | EXIT | 全売却 |
| 45 | NTNX | Nutanix INC - A | — | EXIT | 全売却 |
| 46 | TWTRUSD | Twitter INC | — | NEW | 新規購入 |
| 47 | BBBY | Bed Bath & Beyond INC | — | NEW | 新規購入 |
| 48 | NVDA | Nvidia CORP | — | EXIT | 全売却 |
| 49 | ✓ | Fuchs Petrolub Se Ord | — | EXIT | 全売却 |
| 50 | GS F PERP A | Goldman Sachs Group INC | — | EXIT | 全売却 |