CIK: 0001805370
申告総資産額
$1.6億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 9.32% | -0.07% | +0.41% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.65% | — | +0.29% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 6.45% | -1.40% | -5.73% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.29% | -2.03% | -14.88% | |
| 5 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 5.05% | — | -2.21% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.66% | -2.42% | +0.88% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.13% | -2.27% | -10.17% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.38% | — | -7.84% | |
| 9 | CMI | Cummins INC | 株式-資本財 | 3.24% | -1.85% | -3.10% | |
| 10 | BX | Blackstone INC | 株式-金融 | 3.22% | -1.41% | -4.46% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 3.09% | -1.19% | -8.14% | |
| 12 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-テック型 | 3.03% | -1.60% | +7.87% | |
| 13 | CAT | Caterpillar INC | 株式-資本財 | 2.84% | -2.06% | -2.75% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 2.46% | -1.33% | -7.00% | |
| 15 | GD | General Dynamics CORP | 株式-資本財 | 1.97% | — | -2.34% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.93% | +1.60% | +7.30% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.93% | -1.26% | -3.32% | |
| 18 | BALT | Inn Defined Wealth Shield | ETF-その他 | 1.82% | — | +9.33% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.75% | -1.22% | -0.53% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.73% | +2.33% | +6.24% | |
| 21 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.69% | — | -9.98% | |
| 22 | CI | THE Cigna Group | 株式-ヘルスケア | 1.53% | -0.75% | -5.34% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.53% | -0.92% | -0.37% | |
| 24 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.47% | — | +10.76% | |
| 25 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 1.47% | — | -2.61% | |
| 26 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-その他 | 1.30% | — | -16.20% | |
| 27 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.26% | -1.06% | EXIT | |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.14% | — | -4.93% | |
| 29 | LIN | Linde plc | 株式-素材 | 1.11% | — | -19.97% | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.00% | -0.85% | EXIT | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.83% | — | -10.60% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.71% | — | -3.08% | |
| 33 | LOCT | Innov Prm INC 15buff ETF Oct | ETF-その他 | 0.55% | — | +1.12% | |
| 34 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.55% | — | +1.87% | |
| 35 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.49% | — | +330.84% | |
| 36 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 0.48% | — | — | |
| 37 | STT | State Street CORP | 株式-金融 | 0.45% | — | — | |
| 38 | ADX | Adams Diversified Equity | 株式-その他 | 0.41% | — | +6.27% | |
| 39 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.40% | — | +7.04% | |
| 40 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.39% | — | — | |
| 41 | BITO | Proshares Bitcoin Etf-usd | ETF-暗号資産 | 0.36% | — | +26.37% | |
| 42 | BUXX | Strive Enhanced Income Short | ETF-その他 | 0.35% | — | — | |
| 43 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.35% | — | +6.93% | |
| 44 | AMD | Advanced Micro Devices | 株式-IT | 0.34% | — | -7.50% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.34% | — | -1.39% | |
| 46 | TACK | Fairlead Tactical Sector ETF | ETF-その他 | 0.33% | — | +6.45% | |
| 47 | HUBS | Hubspot INC | 株式-IT | 0.32% | — | +4.30% | |
| 48 | NUE | Nucor CORP | 株式-素材 | 0.31% | — | -6.38% | |
| 49 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.31% | — | -16.05% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | -0.74% | +19.28% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +0.41% | 増加 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +0.29% | 増加 |
| 3 | NVDA | Nvidia CORP | +0.5% | -5.73% | 減少 |
| 4 | AMZN | Amazon.com INC | +0.4% | -7.84% | 減少 |
| 5 | BUXX | Strive Enhanced Income Short | +0.4% | NEW | 新規購入 |
| 6 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | +0.3% | +7.87% | 増加 |
| 7 | BX | Blackstone INC | +0.3% | -4.46% | 減少 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | -10.17% | 減少 |
| 9 | XLG | Invesco S&p 500 Top 50 ETF | +0.3% | +10.76% | 増加 |
| 10 | BALT | Inn Defined Wealth Shield | +0.3% | +9.33% | 増加 |
| 11 | JPM | Jpmorgan Chase & Co | +0.3% | -3.32% | 減少 |
| 12 | CMI | Cummins INC | +0.2% | -3.10% | 減少 |
| 13 | PINS | Pinterest Inc- Class A | +0.2% | NEW | 新規購入 |
| 14 | IWM | Ishares Russell 2000 ETF | +0.2% | +7.30% | 増加 |
| 15 | AVGO | Broadcom INC | +0.2% | -3.08% | 減少 |
| 16 | RUNN | Running Oak Efficient Gr ETF | +0.2% | NEW | 新規購入 |
| 17 | BITO | Proshares Bitcoin Etf-usd | +0.1% | +26.37% | 増加 |
| 18 | HUBS | Hubspot INC | +0.1% | +4.30% | 増加 |
| 19 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.1% | -2.21% | 減少 |
| 20 | VEU | Vanguard Ftse All-world Ex-u | — | +6.24% | 増加 |
| 21 | META | Meta Platforms Inc-class A | 0% | -10.60% | 減少 |
| 22 | CORP | Pimco Inv Grade CORP Bd ETF | -0.1% | -2.61% | 減少 |
| 23 | TSCO | Tractor Supply Company | -0.1% | +330.84% | 増加 |
| 24 | NUE | Nucor CORP | -0.1% | -6.38% | 減少 |
| 25 | AAPL | Apple INC | -0.2% | -14.88% | 減少 |
| 26 | AMD | Advanced Micro Devices | -0.2% | -7.50% | 減少 |
| 27 | IVV | Ishares Core S&p 500 ETF | -0.2% | EXIT | 全売却 |
| 28 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -15.22% | 減少 |
| 29 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | EXIT | 全売却 |
| 30 | UNH | Unitedhealth Group INC | -0.2% | -46.02% | 減少 |
| 31 | TJX | Tjx Companies INC | -0.2% | EXIT | 全売却 |
| 32 | XLK | Ss Technology Select Sector | -0.2% | EXIT | 全売却 |
| 33 | ADBE | Adobe INC | -0.2% | EXIT | 全売却 |
| 34 | CAT | Caterpillar INC | -0.2% | -2.75% | 減少 |
| 35 | CSHI | Neos Enhanced Income 1-3 Mon | -0.2% | -16.20% | 減少 |
| 36 | TMO | Thermo Fisher Scientific INC | -0.2% | EXIT | 全売却 |
| 37 | QCOM | Qualcomm INC | -0.2% | EXIT | 全売却 |
| 38 | MSFT | Microsoft CORP | -0.2% | -8.14% | 減少 |
| 39 | MPWR | Monolithic Power Systems INC | -0.2% | — | 変化なし |
| 40 | INTU | Intuit INC | -0.2% | EXIT | 全売却 |
| 41 | SLV | Ishares Silver Trust | -0.2% | EXIT | 全売却 |
| 42 | SPGI | S&p Global INC | -0.2% | EXIT | 全売却 |
| 43 | ORLY | O'reilly Automotive INC | -0.2% | EXIT | 全売却 |
| 44 | CPRT | Copart INC | -0.2% | EXIT | 全売却 |
| 45 | GD | General Dynamics CORP | -0.2% | -2.34% | 減少 |
| 46 | BKNG | Booking Holdings INC | -0.3% | EXIT | 全売却 |
| 47 | LOW | Lowe's Cos INC | -0.3% | -9.98% | 減少 |
| 48 | CI | THE Cigna Group | -0.4% | -5.34% | 減少 |
| 49 | LIN | Linde plc | -0.4% | -19.97% | 減少 |
| 50 | TSLA | Tesla INC | -0.5% | EXIT | 全売却 |