CIK: 0001418421
申告総資産額
$8.2億
| # | 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 | AAPL | Apple INC | 株式-IT | 18.23% | -1.54% | -1.66% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 14.09% | -1.20% | -4.19% | |
| 3 | COST | Costco Wholesale CORP | 株式-生活必需品 | 7.38% | +1.17% | -3.31% | |
| 4 | WMT | Walmart INC | 株式-生活必需品 | 3.89% | +0.25% | -2.28% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.29% | -0.26% | -1.59% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.15% | -0.70% | -2.63% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.91% | -0.20% | -3.44% | |
| 8 | PLTR | Palantir Technologies Inc-a | 株式-IT | 2.18% | -0.28% | -4.88% | |
| 9 | AMAT | Applied Materials INC | 株式-IT | 1.75% | +0.79% | -3.70% | |
| 10 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.50% | — | -6.69% | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 1.42% | — | -3.35% | |
| 12 | ADBE | Adobe INC | 株式-IT | 1.35% | -0.36% | -3.48% | |
| 13 | MRVL | Marvell Technology INC | 株式-IT | 1.27% | +0.26% | +95.86% | |
| 14 | ORCL | Oracle CORP | 株式-IT | 1.19% | -0.16% | -2.35% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.09% | +0.52% | -0.36% | |
| 16 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.09% | -0.07% | -0.25% | |
| 17 | QCOM | Qualcomm INC | 株式-IT | 1.07% | -0.18% | -1.04% | |
| 18 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.03% | -0.05% | -2.83% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.00% | +0.11% | -2.22% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.98% | +0.14% | +10.50% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | -0.09% | -0.46% | |
| 22 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.93% | +1.27% | +324.19% | |
| 23 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.85% | -0.09% | -7.07% | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.81% | +0.20% | -1.63% | |
| 25 | SAP | Sap Se-sponsored Adr | 株式-IT | 0.78% | -0.18% | -0.52% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | -0.04% | -1.50% | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 0.72% | +0.14% | -7.48% | |
| 28 | HII | Huntington Ingalls Industrie | 株式-資本財 | 0.71% | -0.39% | -1.31% | |
| 29 | TROW | T Rowe Price Group INC | 株式-金融 | 0.67% | -0.05% | -1.63% | |
| 30 | SWKS | Skyworks Solutions INC | 株式-IT | 0.64% | +0.19% | -4.13% | |
| 31 | RTX | Rtx CORP | 株式-資本財 | 0.59% | — | -1.54% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.57% | -0.05% | -2.18% | |
| 33 | ADP | Automatic Data Processing | 株式-IT | 0.55% | -0.09% | — | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.55% | -0.07% | -3.42% | |
| 35 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 0.52% | — | -2.04% | |
| 36 | TER | Teradyne INC | 株式-IT | 0.52% | +0.36% | -6.38% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.46% | -0.29% | -2.98% | |
| 38 | FDX | Fedex CORP | 株式-資本財 | 0.45% | +0.10% | -2.37% | |
| 39 | DG | Dollar General CORP | 株式-生活必需品 | 0.45% | -0.53% | EXIT | |
| 40 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.43% | -0.05% | -7.44% | |
| 41 | DDM | Proshares Ultra Dow30 | ETF-その他 | 0.43% | — | -0.23% | |
| 42 | TBBK | Bancorp Inc/the | 株式-その他 | 0.40% | — | -21.23% | |
| 43 | WFC | Wells Fargo & Co | 株式-金融 | 0.39% | -0.06% | -1.91% | |
| 44 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 0.39% | +0.11% | +6.84% | |
| 45 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.38% | — | — | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.37% | — | -2.02% | |
| 47 | AMD | Advanced Micro Devices | 株式-IT | 0.36% | — | -6.43% | |
| 48 | PAYX | Paychex INC | 株式-IT | 0.36% | — | -4.40% | |
| 49 | MS | Morgan Stanley | 株式-金融 | 0.36% | — | -2.55% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.34% | — | -6.85% |
| # | 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 | +3.5% | -4.19% | 減少 |
| 2 | MRVL | Marvell Technology INC | +1.1% | +95.86% | 増加 |
| 3 | PLTR | Palantir Technologies Inc-a | +0.9% | -4.88% | 減少 |
| 4 | GOOG | Alphabet Inc-cl C | +0.8% | -1.59% | 増加 |
| 5 | TBIL | F/m US Treasury 3 Month Bill | +0.7% | +324.19% | 増加 |
| 6 | XBI | Ss Spdr S&p Biotech ETF | +0.4% | — | 増加 |
| 7 | ORCL | Oracle CORP | +0.4% | -2.35% | 減少 |
| 8 | MSFT | Microsoft CORP | +0.3% | -2.63% | 減少 |
| 9 | AMAT | Applied Materials INC | +0.2% | -3.70% | 減少 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.50% | 減少 |
| 11 | TER | Teradyne INC | +0.1% | -6.38% | 減少 |
| 12 | SSO | Proshares Ultra S&p500 | +0.1% | -0.25% | 減少 |
| 13 | GLW | Corning INC | +0.1% | -0.89% | 減少 |
| 14 | META | Meta Platforms Inc-class A | +0.1% | -0.46% | 増加 |
| 15 | HII | Huntington Ingalls Industrie | +0.1% | -1.31% | 減少 |
| 16 | LRCX | Lam Research CORP | +0.1% | — | 減少 |
| 17 | AMD | Advanced Micro Devices | +0.1% | -6.43% | 減少 |
| 18 | TSLA | Tesla INC | +0.1% | -1.53% | 増加 |
| 19 | ODFL | Old Dominion Freight Line | +0.1% | +100.03% | 増加 |
| 20 | TAFL | AB Tax Aware Long Muni | +0.1% | +32.00% | 増加 |
| 21 | CAT | Caterpillar INC | 0% | -7.48% | 減少 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 増加 |
| 23 | MS | Morgan Stanley | 0% | -2.55% | 減少 |
| 24 | INTC | Intel CORP | 0% | -6.85% | 減少 |
| 25 | UWM | Proshares Ultra Russell2000 | 0% | -4.84% | 減少 |
| 26 | BAC | Bank Of America CORP | 0% | -2.18% | 増加 |
| 27 | BABA | Alibaba Group Holding-sp Adr | 0% | -7.44% | 減少 |
| 28 | KWEB | Kranesh Csi China Internet | — | -2.04% | 増加 |
| 29 | RTX | Rtx CORP | 0% | -1.54% | 減少 |
| 30 | PG | Procter & Gamble Co/the | 0% | +10.50% | 増加 |
| 31 | DDM | Proshares Ultra Dow30 | 0% | -0.23% | 減少 |
| 32 | SCHW | Schwab (charles) CORP | 0% | -2.83% | 減少 |
| 33 | SWKS | Skyworks Solutions INC | -0.1% | -4.13% | 減少 |
| 34 | VEEV | Veeva Systems Inc-class A | -0.1% | -7.07% | 減少 |
| 35 | TROW | T Rowe Price Group INC | -0.1% | -1.63% | 増加 |
| 36 | TFC | Truist Financial CORP | -0.2% | -34.38% | 減少 |
| 37 | QCOM | Qualcomm INC | -0.2% | -1.04% | 減少 |
| 38 | CSCO | Cisco Systems INC | -0.2% | -3.35% | 減少 |
| 39 | PAYX | Paychex INC | -0.2% | -4.40% | 減少 |
| 40 | UPS | United Parcel Service-cl B | -0.2% | -2.02% | 減少 |
| 41 | WMT | Walmart INC | -0.3% | -2.28% | 減少 |
| 42 | AMZN | Amazon.com INC | -0.3% | -3.44% | 減少 |
| 43 | XOM | Exxon Mobil CORP | -0.3% | -0.36% | 減少 |
| 44 | JNJ | Johnson & Johnson | -0.4% | -76.04% | 減少 |
| 45 | KO | Coca-cola Co/the | -0.4% | -2.22% | 減少 |
| 46 | AAPL | Apple INC | -0.8% | -1.66% | 増加 |
| 47 | COST | Costco Wholesale CORP | -2.3% | -3.31% | 減少 |
| 48 | DECK | Deckers Outdoor CORP | — | NEW | 新規購入 |
| 49 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新規購入 |
| 50 | RKLB | Rocket Lab CORP | — | NEW | 新規購入 |