Challenger Wealth Management — Q3 2025 13F保有銘柄

Name: Challenger Wealth Management — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002057602

申告総資産額

$1.3億

← 最新の四半期に戻る

今四半期の全保有銘柄

#	ティッカー	発行体	資産子分類	比率	比率変動	持株数変化
1	CGDV	Cap Group Dividend Value	ETF-その他	15.69%	-0.06%	-1.13%
2	CGGR	Cap Group Growth Equity	ETF-その他	14.83%	-0.76%	-0.45%
3	CGUS	Cap Group Core Equity	ETF-その他	8.20%	-0.06%	-2.68%
4	AAPL	Apple INC	株式-IT	4.20%	-0.17%	-9.92%
5	ARCC	Ares Capital CORP	株式-金融	3.87%	-0.55%	-2.93%
6	TSLA	Tesla INC	株式-一般消費財	3.74%	-0.51%	-23.32%
7	MSFT	Microsoft CORP	株式-IT	3.49%	-0.68%	-8.03%
8	CGBL	Cap Group Core Balanced	ETF-その他	3.18%	+0.02%	+7.08%
9	NVDA	Nvidia CORP	株式-IT	2.96%	-0.03%	-16.25%
10	AMZN	Amazon.com INC	株式-一般消費財	2.95%	-0.21%	-7.45%
11	XOM	Exxon Mobil CORP	株式-エネルギー	2.69%	+1.18%	-3.31%
12	CVX	Chevron CORP	株式-エネルギー	2.36%	+0.92%	-9.70%
13	GOOGL	Alphabet Inc-cl A	株式-通信サービス	1.88%	-0.13%	-20.79%
14	AVGO	Broadcom INC	株式-IT	1.68%	-0.10%	-21.43%
15	COST	Costco Wholesale CORP	株式-生活必需品	1.61%	+0.36%	-18.39%
16	V	Visa Inc-class A Shares	株式-金融	1.43%	-0.17%	-18.30%
17	PG	Procter & Gamble Co/the	株式-生活必需品	1.42%	-0.11%	-13.75%
18	ADP	Automatic Data Processing	株式-IT	1.12%	-0.25%	-17.47%
19	DVY	Ishares Select Dividend ETF	ETF-その他	1.10%	+0.14%	—
20	HD	Home Depot INC	株式-一般消費財	1.04%	—	-18.01%
21	TMUS	T-mobile US INC	株式-通信サービス	1.03%	—	-21.36%
22	MA	Mastercard INC - A	株式-金融	1.00%	-0.09%	-17.30%
23	JPM	Jpmorgan Chase & Co	株式-金融	0.99%	-0.04%	-10.17%
24	LMT	Lockheed Martin CORP	株式-資本財	0.98%	+0.28%	-19.50%
25	TT	Trane Technologies plc	株式-資本財	0.98%	+0.09%	-18.89%
26	TJX	Tjx Companies INC	株式-一般消費財	0.96%	+0.09%	-17.64%
27	TSM	Taiwan Semiconductor-sp Adr	株式-IT	0.96%	+0.29%	-23.55%
28	CTAS	Cintas CORP	株式-資本財	0.83%	-0.05%	+3.56%
29	WMT	Walmart INC	株式-生活必需品	0.69%	+0.09%	-1.28%
30	MPC	Marathon Petroleum CORP	株式-エネルギー	0.68%	+0.31%	-2.11%
31	DUK	Duke Energy CORP	株式-公益事業	0.65%	+0.10%	-31.98%
32	HCA	Hca Healthcare INC	株式-ヘルスケア	0.64%	—	-7.64%
33	ASML	ASML Holding N.V.	株式-IT	0.57%	+0.14%	-7.38%
34	PWR	Quanta Services INC	株式-資本財	0.55%	+0.20%	-3.53%
35	BRK-B	Berkshire Hathaway Inc-cl B	株式-その他	0.50%	—	-32.29%
36	HIG	Hartford Insurance Group INC	株式-金融	0.50%	—	-27.36%
37	MET	Metlife INC	株式-金融	0.47%	-0.05%	+1.57%
38	NOC	Northrop Grumman CORP	株式-資本財	0.44%	+0.08%	-35.20%
39	OKE	Oneok INC	株式-エネルギー	0.43%	—	-8.03%
40	MO	Altria Group INC	株式-生活必需品	0.42%	+0.07%	+5.46%
41	IBM	Intl Business Machines CORP	株式-IT	0.40%	-0.07%	+0.94%
42	IVV	Ishares Core S&p 500 ETF	ETF-大型株・グロース	0.40%	—	-2.67%
43	KO	Coca-cola Co/the	株式-生活必需品	0.39%	+0.05%	-20.34%
44	PH	Parker Hannifin CORP	株式-資本財	0.38%	—	-6.15%
45	WMB	Williams Cos INC	株式-エネルギー	0.38%	+0.07%	-7.76%
46	PHYS	Sprott Physical Gold Trust	株式-その他	0.36%	—	—
47	META	Meta Platforms Inc-class A	株式-通信サービス	0.31%	-0.02%	-55.70%
48	TMO	Thermo Fisher Scientific INC	株式-ヘルスケア	0.28%	-0.04%	+1.77%
49	MCD	Mcdonald's CORP	株式-一般消費財	0.28%	—	-6.17%
50	VZ	Verizon Communications INC	株式-通信サービス	0.26%	+0.06%	+3.47%

1–50 of 64

今四半期の持株変動

Challenger Wealth ManagementがQ3 2025時点の四半期で開示したポジション変更（銘柄コード、発行体、ウェイト変化、株数変化、アクションを含む）
#	ティッカー	発行体	比率変動	持株数変化	アクション
1	CGGR	Cap Group Growth Equity	+4.2%	-0.45%	増加
2	CGDV	Cap Group Dividend Value	+2.9%	-1.13%	増加
3	NVDA	Nvidia CORP	+1.5%	-16.25%	増加
4	CGUS	Cap Group Core Equity	+1.5%	-2.68%	増加
5	AVGO	Broadcom INC	+1.2%	-21.43%	増加
6	TSLA	Tesla INC	+0.9%	-23.32%	減少
7	AMZN	Amazon.com INC	+0.8%	-7.45%	増加
8	MSFT	Microsoft CORP	+0.6%	-8.03%	減少
9	GOOGL	Alphabet Inc-cl A	+0.5%	-20.79%	減少
10	TSM	Taiwan Semiconductor-sp Adr	+0.4%	-23.55%	増加
11	CGBL	Cap Group Core Balanced	+0.3%	+7.08%	増加
12	AAPL	Apple INC	+0.3%	-9.92%	減少
13	OKE	Oneok INC	-0.2%	-8.03%	減少
14	META	Meta Platforms Inc-class A	-0.2%	-55.70%	減少
15	CB	Chubb Limited	-0.3%	-56.92%	減少
16	ADBE	Adobe INC	-0.3%	-43.40%	減少
17	V	Visa Inc-class A Shares	-0.3%	-18.30%	減少
18	COST	Costco Wholesale CORP	-0.3%	-18.39%	減少
19	DUK	Duke Energy CORP	-0.3%	-31.98%	減少
20	BRK-B	Berkshire Hathaway Inc-cl B	-0.3%	-32.29%	減少
21	ARCC	Ares Capital CORP	-0.3%	-2.93%	増加
22	TMUS	T-mobile US INC	-0.3%	-21.36%	減少
23	CVX	Chevron CORP	-0.4%	-9.70%	減少
24	UNH	Unitedhealth Group INC	-0.4%	-46.07%	減少
25	PG	Procter & Gamble Co/the	-0.5%	-13.75%	減少
26	ACN	Accenture plc	—	EXIT	全売却
27	CAT	Caterpillar INC	—	EXIT	全売却
28	DE	Deere & Co	—	EXIT	全売却
29	AJG	Arthur J Gallagher & Co	—	EXIT	全売却
30	ING	Ing Groep N.v.-sponsored Adr	—	EXIT	全売却
31	PEP	Pepsico INC	—	EXIT	全売却
32	RTX	Rtx CORP	—	EXIT	全売却
33	COF	Capital One Financial CORP	—	EXIT	全売却
34	NXPI	NXP Semiconductors N.V.	—	EXIT	全売却
35	SONY	Sony Group CORP - Sp Adr	—	EXIT	全売却
36	LIN	Linde plc	—	EXIT	全売却
37	AIG	American International Group	—	EXIT	全売却
38	DASH	Doordash INC - A	—	EXIT	全売却
39	PGR	Progressive CORP	—	EXIT	全売却
40	CARR	Carrier Global CORP	—	EXIT	全売却
41	UBER	Uber Technologies INC	—	EXIT	全売却
42	CMG	Chipotle Mexican Grill INC	—	EXIT	全売却
43	FITB	Fifth Third Bancorp	—	EXIT	全売却
44	XEL	Xcel Energy INC	—	EXIT	全売却
45	UNM	Unum Group	—	EXIT	全売却
46	GM	General Motors Co	—	EXIT	全売却
47	AVA	Avista CORP	—	EXIT	全売却
48	NET	Cloudflare INC - Class A	—	EXIT	全売却
49	EPAM	Epam Systems INC	—	EXIT	全売却
50	XPO	Xpo INC	—	EXIT	全売却