CIK: 0001085867
申告総資産額
$4.3億
上位200銘柄を表示中（全434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 | PFF | Ishares Preferred & Income S | ETF-その他 | 4.98% | -0.13% | — | |
| 2 | CELG | Celgene CORP | 株式-その他 | 3.47% | — | +39.42% | |
| 3 | ZD | Ziff Davis INC | 株式-その他 | 2.60% | +1.14% | — | |
| 4 | PFE | Pfizer INC | 株式-ヘルスケア | 2.51% | — | -7.42% | |
| 5 | JEF | Jefferies Group LLC | 株式-金融 | 2.41% | — | — | |
| 6 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.08% | — | -0.51% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.06% | +0.29% | — | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.99% | — | +14.10% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.98% | +0.08% | +13.05% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.96% | +0.09% | +0.58% | |
| 11 | INTC | Intel CORP | 株式-IT | 1.92% | — | -1.18% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.86% | -0.37% | +3.82% | |
| 13 | T | At&t INC | 株式-通信サービス | 1.84% | — | +0.40% | |
| 14 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.82% | — | +27.62% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.64% | -1.00% | -1.02% | |
| 16 | BCRUSD | Cr Bard INC | 株式-その他 | 1.59% | — | — | |
| 17 | MET | Metlife INC | 株式-金融 | 1.55% | — | +11.63% | |
| 18 | GLW | Corning INC | 株式-IT | 1.45% | +0.38% | +2.45% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.39% | — | +2.48% | |
| 20 | BA | Boeing Co/the | 株式-資本財 | 1.29% | — | +80.90% | |
| 21 | AAL | American Airlines Group INC | 株式-資本財 | 1.23% | — | +1.22% | |
| 22 | MMM | 3m Co | 株式-資本財 | 1.18% | — | — | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.10% | +0.06% | -2.20% | |
| 24 | F | Ford Motor Co | 株式-一般消費財 | 1.04% | — | -4.29% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.04% | +1.08% | +10.07% | |
| 26 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 1.04% | — | — | |
| 27 | CKH 3 11-15-28 | Seacor Holdings INC | 株式-その他 | 0.98% | — | — | |
| 28 | DOW | Dow Chem Co | 株式-素材 | 0.97% | — | — | |
| 29 | CAT | Caterpillar INC | 株式-資本財 | 0.93% | — | +3.06% | |
| 30 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.91% | — | — | |
| 31 | ✓ | 株式-その他 | 0.90% | — | — | ||
| 32 | DVN | Devon Energy CORP | 株式-エネルギー | 0.89% | — | +1.61% | |
| 33 | PMO | Putnam Municipal Oppor | 株式-その他 | 0.89% | — | -8.71% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 0.87% | — | — | |
| 35 | WTM | White Mountains Insurance Group, Ltd. | 株式-金融 | 0.85% | — | — | |
| 36 | AA | Alcoa INC Com | 株式-素材 | 0.84% | — | +9.33% | |
| 37 | COP | Conocophillips | 株式-エネルギー | 0.78% | +0.05% | — | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.77% | — | — | |
| 39 | EMR | Emerson Electric Co | 株式-資本財 | 0.69% | — | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | — | |
| 41 | XONUSD | Intrexon CORP | 株式-その他 | 0.68% | — | — | |
| 42 | TVIA 5 10-01-19 | Terravia Holdings INC | 株式-その他 | 0.66% | — | — | |
| 43 | BAC | Bank of America Corporation | 株式-金融 | 0.66% | — | +20.72% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.64% | — | — | |
| 45 | TPR | Tapestry, Inc. | 株式-一般消費財 | 0.63% | — | -9.31% | |
| 46 | ALL | Allstate CORP | 株式-金融 | 0.62% | — | — | |
| 47 | ✓ | Oncomed Pharmaceuticals INC | 株式-その他 | 0.59% | — | +120.57% | |
| 48 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.59% | — | — | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.58% | — | -19.59% | |
| 50 | ✓ | 株式-その他 | 0.57% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CELG | Celgene CORP | +1% | +39.42% | 増加 |
| 2 | BA | Boeing Co/the | +0.6% | +80.90% | 増加 |
| 3 | DVY | Ishares Select Dividend ETF | +0.3% | +14.10% | 増加 |
| 4 | JNJ | Johnson & Johnson | +0.3% | +13.05% | 増加 |
| 5 | ✓ | Oncomed Pharmaceuticals INC | +0.3% | +120.57% | 増加 |
| 6 | BCRUSD | Cr Bard INC | +0.3% | — | 変化なし |
| 7 | GILD | Gilead Sciences INC | +0.3% | +27.62% | 増加 |
| 8 | CSX | Csx CORP | +0.2% | +4255.32% | 増加 |
| 9 | C | Citigroup INC | +0.2% | +235.85% | 増加 |
| 10 | FEYECHF | Mandiant INC | +0.2% | +282.26% | 増加 |
| 11 | ✓ | +0.1% | +32.05% | 増加 | |
| 12 | AEP | American Electric Power Company, Inc. | +0.1% | -0.51% | 減少 |
| 13 | T | At&t INC | 0% | +0.40% | 増加 |
| 14 | AAPL | Apple INC | — | +3.82% | 増加 |
| 15 | XOM | Exxon Mobil CORP | 0% | +0.58% | 増加 |
| 16 | GLW | Corning INC | 0% | +2.45% | 増加 |
| 17 | F | Ford Motor Co | -0.1% | -4.29% | 減少 |
| 18 | ✓ | -0.1% | — | 変化なし | |
| 19 | MRK | Merck & Co. INC. | -0.1% | -2.20% | 減少 |
| 20 | KKR | KKR & Co. Inc. | -0.1% | — | 変化なし |
| 21 | NE | Noble Corporation plc | -0.1% | +2.39% | 増加 |
| 22 | APC3EUR | Anadarko Petroleum CORP | -0.1% | — | 変化なし |
| 23 | DOW | Dow Chem Co | -0.1% | — | 変化なし |
| 24 | EMR | Emerson Electric Co | -0.1% | — | 変化なし |
| 25 | ✓ | -0.1% | -1.54% | 減少 | |
| 26 | CSCO | Cisco Systems INC | -0.1% | -19.59% | 減少 |
| 27 | ✓ | Citigroup INC | -0.1% | -62.66% | 減少 |
| 28 | COP | Conocophillips | -0.1% | — | 変化なし |
| 29 | TPR | Tapestry, Inc. | -0.1% | -9.31% | 減少 |
| 30 | PFE | Pfizer INC | -0.1% | -7.42% | 減少 |
| 31 | CAT | Caterpillar INC | -0.2% | +3.06% | 増加 |
| 32 | ✓ | Call - ZION $36.27 Exp 11/14/2018 | -0.2% | -6.96% | 減少 |
| 33 | ✓ | Whiting Petroleum Corp. | -0.2% | -12.61% | 減少 |
| 34 | BAC | Bank of America Corporation | -0.3% | +20.72% | 増加 |
| 35 | XONUSD | Intrexon CORP | -0.3% | — | 変化なし |
| 36 | EBAY | Ebay INC | -0.3% | — | 変化なし |
| 37 | DVN | Devon Energy CORP | -0.4% | +1.61% | 増加 |
| 38 | KMI | Kinder Morgan, Inc. | -0.6% | -13.87% | 減少 |
| 39 | CMCSA | Comcast Corp-class A | — | EXIT | 全売却 |
| 40 | JCPB | JPMorgan Core Plus Bond ETF | — | EXIT | 全売却 |
| 41 | TRV | Travelers Cos Inc/the | — | EXIT | 全売却 |
| 42 | CB | Chubb Limited | — | EXIT | 全売却 |
| 43 | R6C2 | Royal Dutch Shell-spon Adr-b | — | NEW | 新規購入 |
| 44 | PNR | Pentair plc | — | NEW | 新規購入 |
| 45 | VYX | Ncr Voyix CORP | — | EXIT | 全売却 |
| 46 | SDS | ProShares UltraShort S&P500 | — | NEW | 新規購入 |
| 47 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 48 | HEESEUR | H&e Equipment Services INC | — | NEW | 新規購入 |
| 49 | UAL | United Airlines Holdings INC | — | NEW | 新規購入 |
| 50 | ✓ | Mylan N V | — | NEW | 新規購入 |