CIK: 0001632253
申告総資産額
$2.8億
上位200銘柄を表示中（全456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 | 4.41% | -0.06% | +2.02% | |
| 2 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.00% | — | -1.39% | |
| 3 | PSX | Phillips 66 | 株式-エネルギー | 2.80% | — | -2.92% | |
| 4 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.80% | — | +3.71% | |
| 5 | PRU | Prudential Financial INC | 株式-金融 | 2.39% | +0.07% | -1.95% | |
| 6 | AXP | American Express Company | 株式-金融 | 2.31% | — | -1.05% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.22% | — | +0.30% | |
| 8 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 2.21% | — | +1.81% | |
| 9 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 2.20% | — | +3.85% | |
| 10 | SLB | Slb LTD | 株式-エネルギー | 2.16% | — | -1.40% | |
| 11 | F | Ford Motor Co | 株式-一般消費財 | 2.07% | — | -1.70% | |
| 12 | APD | Air Products & Chemicals INC | 株式-素材 | 1.99% | -0.88% | EXIT | |
| 13 | T | At&t INC | 株式-通信サービス | 1.91% | — | -0.31% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.85% | +0.17% | +5.37% | |
| 15 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.76% | — | -0.81% | |
| 16 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.72% | — | +5.62% | |
| 17 | REFI | Chicago Atlantic Real Estate Finance, Inc. | 株式-その他 | 1.67% | — | +0.44% | |
| 18 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 1.66% | — | -1.31% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.62% | — | -1.69% | |
| 20 | DOW | Dow Chem Co | 株式-素材 | 1.62% | — | -0.66% | |
| 21 | GOOG | Alphabet A | 株式-通信サービス | 1.50% | — | +0.91% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.49% | +0.47% | +4.41% | |
| 23 | SO | Southern Co/the | 株式-公益事業 | 1.46% | — | +3.95% | |
| 24 | AB | AllianceBernstein Holding L.P. | 株式-その他 | 1.45% | — | -2.48% | |
| 25 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 1.40% | — | -0.25% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 1.36% | — | +3.19% | |
| 27 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 1.35% | — | — | |
| 28 | DSL | Doubleline Income Solutions | 株式-その他 | 1.35% | — | -0.55% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.31% | — | -6.89% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 1.31% | -0.08% | +4.38% | |
| 31 | SWKS | Skyworks Solutions INC | 株式-IT | 1.30% | — | +1758.75% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 1.26% | — | +3.98% | |
| 33 | WOO | Foot Locker INC | 株式-その他 | 1.10% | — | +1.04% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.09% | — | -4.46% | |
| 35 | ✓ | Google INC Class C | 株式-その他 | 1.05% | — | — | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.97% | — | +12.73% | |
| 37 | HSY | Hershey Co/the | 株式-生活必需品 | 0.95% | — | — | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.92% | -0.04% | +2.56% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.91% | — | -2.87% | |
| 40 | CELG | Celgene CORP | 株式-その他 | 0.85% | — | +19.82% | |
| 41 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.80% | — | -0.65% | |
| 42 | EMR | Emerson Electric Co | 株式-資本財 | 0.75% | — | +0.56% | |
| 43 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.69% | -0.02% | -2.31% | |
| 44 | XNQPX | Nuveen Pa Qlty Muni INC | 株式-その他 | 0.63% | — | -2.82% | |
| 45 | HON | Honeywell International INC | 株式-資本財 | 0.60% | -0.27% | -2.78% | |
| 46 | NBB | Nuveen Taxable Municipal INC | 株式-その他 | 0.58% | — | — | |
| 47 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.56% | — | +6.38% | |
| 48 | ✓ | 株式-その他 | 0.55% | — | +15475.00% | ||
| 49 | ✓ | 株式-その他 | 0.53% | — | — | ||
| 50 | ✓ | Nuveen Mun Opportunity Fd In | 株式-その他 | 0.53% | — | -1.05% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SWKS | Skyworks Solutions INC | +1.2% | +1758.75% | 増加 |
| 2 | ✓ | +0.5% | +15475.00% | 増加 | |
| 3 | FEYECHF | Mandiant INC | +0.4% | +950.00% | 増加 |
| 4 | GILD | Gilead Sciences INC | +0.4% | +1.81% | 増加 |
| 5 | ABBV | Abbvie INC | +0.3% | -1.39% | 減少 |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | +0.30% | 増加 |
| 7 | AEP | American Electric Power Company, Inc. | +0.2% | +5.62% | 増加 |
| 8 | DIS | Walt Disney Co/the | +0.2% | +12.73% | 増加 |
| 9 | BMY | Bristol-myers Squibb Co | +0.1% | +3.71% | 増加 |
| 10 | CELG | Celgene CORP | +0.1% | +19.82% | 増加 |
| 11 | AMBA | Ambarella, Inc. | +0.1% | +9.48% | 増加 |
| 12 | T | At&t INC | +0.1% | -0.31% | 減少 |
| 13 | ULTA | Ulta Beauty INC | +0.1% | +450.00% | 増加 |
| 14 | PRU | Prudential Financial INC | +0.1% | -1.95% | 減少 |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +4.41% | 増加 |
| 16 | DOW | Dow Chem Co | +0.1% | -0.66% | 減少 |
| 17 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | -0.65% | 減少 |
| 18 | WOO | Foot Locker INC | +0.1% | +1.04% | 増加 |
| 19 | BAC | Bank Of America CORP | +0.1% | +16.22% | 増加 |
| 20 | V | Visa Inc-class A Shares | +0.1% | +3.98% | 増加 |
| 21 | BXUSD | Blackstone Group Lp/the | +0.1% | +6.38% | 増加 |
| 22 | BAX | Baxter International INC | +0.1% | +13.69% | 増加 |
| 23 | EXK | Exact Sciences CORP | +0.1% | — | 変化なし |
| 24 | AAPL | Apple INC | 0% | +2.02% | 増加 |
| 25 | TY | Tri-continental CORP | 0% | -55.97% | 減少 |
| 26 | PPL | Ppl CORP | -0.1% | -6.37% | 減少 |
| 27 | NEE | Nextera Energy INC | -0.1% | -13.50% | 減少 |
| 28 | NBB | Nuveen Taxable Municipal INC | -0.1% | — | 変化なし |
| 29 | XNQPX | Nuveen Pa Qlty Muni INC | -0.1% | -2.82% | 減少 |
| 30 | ✓ | -0.1% | — | 変化なし | |
| 31 | ✓ | Google INC Class C | -0.1% | — | 変化なし |
| 32 | TIP | Ishares Tips Bond ETF | -0.1% | -4.46% | 減少 |
| 33 | CVX | Chevron CORP | -0.1% | +4.38% | 増加 |
| 34 | XOM | Exxon Mobil CORP | -0.1% | -1.69% | 減少 |
| 35 | AMLPUSD | Alerian Mlp ETF | -0.1% | +3.85% | 増加 |
| 36 | AB | AllianceBernstein Holding L.P. | -0.1% | -2.48% | 減少 |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | -6.89% | 減少 |
| 38 | LVS | Las Vegas Sands CORP | -0.1% | -1.31% | 減少 |
| 39 | HSY | Hershey Co/the | -0.2% | — | 変化なし |
| 40 | MU | Micron Technology INC | -0.2% | +9.86% | 増加 |
| 41 | DUK | Du Pont E I De Nemour&Co | -0.2% | — | 変化なし |
| 42 | GSK | GSK plc ADRhedged | -0.2% | -0.25% | 減少 |
| 43 | APD | Air Products & Chemicals INC | -0.2% | +2.08% | 増加 |
| 44 | VALE | Vale S.A. | -0.2% | -96.35% | 減少 |
| 45 | F | Ford Motor Co | -0.2% | -1.70% | 減少 |
| 46 | FCX | Freeport-mcmoran INC | -0.3% | -92.35% | 減少 |
| 47 | LNG | Cheniere Energy INC | — | EXIT | 全売却 |
| 48 | ✓ | — | NEW | 新規購入 | |
| 49 | ✓ | — | EXIT | 全売却 | |
| 50 | ✓ | Lorillard INC | — | EXIT | 全売却 |