CIK: 0001484165
申告総資産額
$2227.5万
| # | 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 | T | At&t INC | 株式-通信サービス | — | +1.62% | — | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | — | +2.91% | — | |
| 3 | AVGO | Broadcom INC | 株式-IT | — | +1.53% | — | |
| 4 | DELL | Dell Technologies -c | 株式-IT | — | — | — | |
| 5 | ERIC | Ericsson (lm) Tel-sp Adr | 株式-IT | — | +10.74% | — | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | — | +0.92% | — | |
| 7 | FTCI | Ftc Solar INC | 株式-その他 | — | — | — | |
| 8 | F | Ford Motor Co | 株式-一般消費財 | — | -0.02% | EXIT | |
| 9 | LITE | Lumentum Holdings INC | 株式-IT | — | -0.24% | — | |
| 10 | MU | Micron Technology INC | 株式-IT | — | -0.71% | EXIT | |
| 11 | NEE | Nextera Energy INC | 株式-公益事業 | — | — | -100.00% | |
| 12 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | — | — | -100.00% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | — | -1.20% | — | |
| 14 | SLAB | Silicon Laboratories INC | 株式-IT | — | — | — | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | — | -4.15% | — | |
| 16 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | — | +1.73% | — | |
| 17 | WDC | Western Digital CORP | 株式-IT | — | -4.63% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DELL | Dell Technologies -c | +21.9% | NEW | 新規購入 |
| 2 | T | At&t INC | +19.2% | NEW | 新規購入 |
| 3 | AVGO | Broadcom INC | +18.5% | NEW | 新規購入 |
| 4 | NVDA | Nvidia CORP | +18.1% | NEW | 新規購入 |
| 5 | TMO | Thermo Fisher Scientific INC | +11.3% | NEW | 新規購入 |
| 6 | AMZN | Amazon.com INC | +9.9% | NEW | 新規購入 |
| 7 | WDC | Western Digital CORP | +0.1% | NEW | 新規購入 |
| 8 | SLAB | Silicon Laboratories INC | +0.1% | NEW | 新規購入 |
| 9 | LITE | Lumentum Holdings INC | +0.1% | NEW | 新規購入 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | NEW | 新規購入 |
| 11 | MU | Micron Technology INC | +0.1% | NEW | 新規購入 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | 新規購入 |
| 13 | ERIC | Ericsson (lm) Tel-sp Adr | +0.1% | NEW | 新規購入 |
| 14 | F | Ford Motor Co | 0% | NEW | 新規購入 |
| 15 | FTCI | Ftc Solar INC | 0% | NEW | 新規購入 |
| 16 | NEE | Nextera Energy INC | -45% | -8.88% | 減少 |
| 17 | XIFR | Xplr Infrastructure LP | -54.8% | -7.75% | 減少 |