CIK: 0001752761
申告総資産額
$5.0億
上位200銘柄を表示中（全201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 | UPS | United Parcel Service-cl B | 株式-資本財 | 19.70% | -1.40% | -0.10% | |
| 2 | ATRSEUR | Antares Pharma INC | 株式-その他 | 3.92% | — | -4.13% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.67% | — | +12.57% | |
| 4 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.22% | — | +3.93% | |
| 5 | COTY | Coty Inc-cl A | 株式-その他 | 2.03% | — | — | |
| 6 | ET | Energy Transfer LP | 株式-エネルギー | 1.65% | — | +15.36% | |
| 7 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.50% | -0.14% | +167.39% | |
| 8 | BAC | Bank Of America CORP | 株式-金融 | 1.45% | — | -0.01% | |
| 9 | TSLA | Tesla INC | 株式-一般消費財 | 1.44% | — | +28.62% | |
| 10 | PTIN | Pacer Trendpilot Intl ETF | ETF-その他 | 1.41% | — | — | |
| 11 | C | Citigroup INC | 株式-金融 | 1.37% | — | -0.40% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.07% | — | -22.50% | |
| 13 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.06% | -0.29% | -2.23% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.97% | +0.06% | +12.98% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.95% | — | +1.52% | |
| 16 | IBM | Intl Business Machines CORP | 株式-IT | 0.93% | — | +44.10% | |
| 17 | CLF | Cleveland-cliffs INC | 株式-素材 | 0.91% | — | -9.14% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.91% | — | -0.54% | |
| 19 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.88% | — | +772.93% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.84% | — | -2.24% | |
| 21 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 0.82% | — | -1.95% | |
| 22 | CEW | Wisdomtree Emerging Currency | ETF-新興国市場 | 0.81% | — | +5.53% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.81% | — | +79.98% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.79% | -0.14% | +1.00% | |
| 25 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.79% | — | +11.14% | |
| 26 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.73% | — | +0.16% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | — | +0.50% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.72% | — | -0.35% | |
| 29 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.71% | — | +0.77% | |
| 30 | TROW | T Rowe Price Group INC | 株式-金融 | 0.71% | — | -1.65% | |
| 31 | MOH | Molina Healthcare INC | 株式-ヘルスケア | 0.71% | — | -3.74% | |
| 32 | BHC | Bausch Health Cos INC | 株式-ヘルスケア | 0.70% | — | -36.00% | |
| 33 | CDW | Cdw Corp/de | 株式-IT | 0.68% | — | +0.72% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.68% | +0.21% | -2.32% | |
| 35 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.67% | — | -0.03% | |
| 36 | TLS | Telos Corporation | 株式-その他 | 0.67% | — | -40.87% | |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.65% | — | +1.01% | |
| 38 | BIZD | Vaneck Bdc Income ETF | ETF-その他 | 0.65% | — | -8.43% | |
| 39 | F | Ford Motor Co | 株式-一般消費財 | 0.64% | — | +269.27% | |
| 40 | ARCC | Ares Capital CORP | 株式-金融 | 0.64% | — | — | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | — | -0.34% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.62% | +0.03% | +2.28% | |
| 43 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.62% | — | +2.52% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.62% | — | +4.99% | |
| 45 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.61% | — | +23.14% | |
| 46 | MXIM | Maxim Integrated Products | 株式-その他 | 0.61% | — | +3.25% | |
| 47 | XLF | Ss Financial Select Sector | ETF-その他 | 0.57% | -0.23% | +147.21% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.56% | — | -1.46% | |
| 49 | THS | Treehouse Foods INC | 株式-その他 | 0.55% | — | — | |
| 50 | JAZZ | Jazz Pharmaceuticals plc | 株式-ヘルスケア | 0.54% | — | -0.64% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +1.2% | +167.39% | 増加 |
| 2 | BMY | Bristol-myers Squibb Co | +0.8% | +772.93% | 増加 |
| 3 | F | Ford Motor Co | +0.6% | +269.27% | 増加 |
| 4 | ET | Energy Transfer LP | +0.4% | +15.36% | 増加 |
| 5 | TSLA | Tesla INC | +0.4% | +28.62% | 増加 |
| 6 | PFE | Pfizer INC | +0.4% | +79.98% | 増加 |
| 7 | XLF | Ss Financial Select Sector | +0.4% | +147.21% | 増加 |
| 8 | AEP | American Electric Power Company, Inc. | +0.3% | +3.93% | 増加 |
| 9 | COTY | Coty Inc-cl A | +0.3% | — | 変化なし |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | -22.50% | 減少 |
| 11 | WBA | Walgreens Boots Alliance INC | +0.2% | +11.14% | 増加 |
| 12 | BAC | Bank Of America CORP | +0.2% | -0.01% | 減少 |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +104.29% | 増加 |
| 14 | MCK | Mckesson CORP | +0.2% | -17.63% | 減少 |
| 15 | WFC | Wells Fargo & Co | +0.2% | +17.93% | 増加 |
| 16 | CLF | Cleveland-cliffs INC | +0.2% | -9.14% | 減少 |
| 17 | C | Citigroup INC | +0.1% | -0.40% | 減少 |
| 18 | CDW | Cdw Corp/de | +0.1% | +0.72% | 増加 |
| 19 | DKS | Dick's Sporting Goods INC | +0.1% | -0.97% | 減少 |
| 20 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | -1.95% | 減少 |
| 21 | FLOT | Ishares Floating Rate Bond E | +0.1% | +23.14% | 増加 |
| 22 | THS | Treehouse Foods INC | +0.1% | — | 変化なし |
| 23 | IBM | Intl Business Machines CORP | 0% | +44.10% | 増加 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -48.33% | 減少 |
| 25 | CMCSA | Comcast Corp-class A | -0.2% | -56.56% | 減少 |
| 26 | ✓ | Skillz INC | -0.2% | -35.99% | 減少 |
| 27 | TLS | Telos Corporation | -0.4% | -40.87% | 減少 |
| 28 | 0VVB | Paramount Global-class B | -0.8% | -71.74% | 減少 |
| 29 | UPS | United Parcel Service-cl B | -1.6% | -0.10% | 減少 |
| 30 | TRND | Pacer Trendpilot Funds Of Fd | — | EXIT | 全売却 |
| 31 | PTIN | Pacer Trendpilot Intl ETF | — | NEW | 新規購入 |
| 32 | ✓ | Tidal Trust I | — | EXIT | 全売却 |
| 33 | DBX | Dropbox Inc-class A | — | NEW | 新規購入 |
| 34 | KBA | Kraneshares Bosera Msci Chin | — | EXIT | 全売却 |
| 35 | GS | Goldman Sachs Group INC | — | NEW | 新規購入 |
| 36 | CHIQ | Global X Msci China Consumer | — | EXIT | 全売却 |
| 37 | ✓ | Ushg Acquisition CORP | — | NEW | 新規購入 |
| 38 | HDGE | Advisorshares Ranger Eq Bear | — | NEW | 新規購入 |
| 39 | PBR | Petroleo Brasileiro-spon Adr | — | NEW | 新規購入 |
| 40 | AAL | American Airlines Group INC | — | EXIT | 全売却 |
| 41 | VEA | Vanguard Ftse Developed ETF | — | NEW | 新規購入 |
| 42 | VWO | Vanguard Ftse Emerging Marke | — | NEW | 新規購入 |
| 43 | AAP | Advance Auto Parts INC | — | NEW | 新規購入 |
| 44 | OXY | Occidental Petroleum CORP | — | EXIT | 全売却 |
| 45 | VRT | Vertiv Holdings Co-a | — | NEW | 新規購入 |
| 46 | HSIC | Henry Schein INC | — | NEW | 新規購入 |
| 47 | ✓ | Falcon Capital Acquisitn Cor | — | NEW | 新規購入 |
| 48 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 49 | ✓ | L&f Acquisition CORP | — | NEW | 新規購入 |
| 50 | BW | Babcock & Wilcox Enterpr | — | NEW | 新規購入 |