CIK: 0001845531
申告総資産額
$1.9億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 22.00% | +0.57% | -20.60% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 6.06% | +0.46% | +0.44% | |
| 3 | WMT | Walmart INC | 株式-生活必需品 | 4.63% | -1.23% | +1.01% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 4.50% | +0.41% | +5.77% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.27% | +0.41% | +0.16% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.12% | +0.51% | -0.57% | |
| 7 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.79% | -0.76% | +99.63% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 3.62% | +0.22% | -7.35% | |
| 9 | NEE | Nextera Energy INC | 株式-公益事業 | 3.51% | -1.49% | -1.03% | |
| 10 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.38% | +1.42% | +117.03% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.05% | +0.24% | +102.24% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.89% | +0.19% | +39.21% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 2.58% | -0.36% | -2.16% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.56% | -1.90% | -6.92% | |
| 15 | AXP | American Express Co | 株式-金融 | 2.32% | +0.16% | +5.11% | |
| 16 | UNP | Union Pacific CORP | 株式-資本財 | 2.31% | +0.37% | -6.99% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.13% | -0.22% | +27.48% | |
| 18 | DUK | Duke Energy CORP | 株式-公益事業 | 2.08% | -1.06% | +0.90% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.81% | -3.69% | +17.28% | |
| 20 | XLF | Ss Financial Select Sector | ETF-その他 | 1.48% | +0.11% | +1.02% | |
| 21 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.31% | +0.12% | +101.09% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.05% | +0.41% | -31.39% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.01% | +0.11% | +7.05% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.86% | — | -14.22% | |
| 25 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.85% | -0.02% | +129.25% | |
| 26 | SO | Southern Co/the | 株式-公益事業 | 0.79% | — | -7.30% | |
| 27 | AEP | American Electric Power | 株式-公益事業 | 0.76% | -1.19% | +49.39% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 0.63% | +0.47% | +4.48% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.63% | +4.94% | -19.61% | |
| 30 | WM | Waste Management INC | 株式-資本財 | 0.55% | -0.74% | -45.00% | |
| 31 | GS | Goldman Sachs Group INC | 株式-金融 | 0.54% | +0.08% | +44.44% | |
| 32 | GEV | GE Vernova INC | 株式-資本財 | 0.52% | +0.28% | — | |
| 33 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.51% | +0.09% | +11.60% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.51% | -0.12% | -1.50% | |
| 35 | SYY | Sysco CORP | 株式-生活必需品 | 0.47% | +0.06% | -18.36% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.47% | +0.08% | -1.03% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.42% | — | +65.94% | |
| 38 | MS | Morgan Stanley | 株式-金融 | 0.38% | — | -1.75% | |
| 39 | XLE | Ss Energy Select Sector | ETF-その他 | 0.34% | -0.06% | +102.01% | |
| 40 | ASML | ASML Holding N.V. | 株式-IT | 0.32% | +0.13% | NEW | |
| 41 | T | At&t INC | 株式-通信サービス | 0.31% | -0.10% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | -0.07% | -1.19% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.27% | — | +117.34% | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.26% | — | +4.19% | |
| 45 | NEM | Newmont CORP | 株式-素材 | 0.25% | — | — | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.23% | — | +84.43% | |
| 47 | DE | Deere & Co | 株式-資本財 | 0.22% | +0.05% | — | |
| 48 | TKO | Tko Group Holdings INC | 株式-通信サービス | 0.18% | — | -5.26% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.16% | — | — | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.16% | +0.05% | +0.18% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | +2% | +99.63% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.9% | +102.24% | 増加 |
| 3 | AMZN | Amazon.com INC | +0.9% | +39.21% | 増加 |
| 4 | XLC | Ss Comm Select Sector Spdr | +0.5% | +129.25% | 増加 |
| 5 | XLV | Ss Health Care Select Sector | +0.5% | +0.16% | 増加 |
| 6 | WMT | Walmart INC | +0.4% | +1.01% | 増加 |
| 7 | PG | Procter & Gamble Co/the | +0.4% | +27.48% | 増加 |
| 8 | AXP | American Express Co | +0.4% | +5.11% | 増加 |
| 9 | XLK | Ss Technology Select Sector | +0.4% | +117.03% | 増加 |
| 10 | NVDA | Nvidia CORP | +0.3% | +5.77% | 増加 |
| 11 | AAPL | Apple INC | +0.3% | -0.57% | 減少 |
| 12 | AEP | American Electric Power | +0.3% | +49.39% | 増加 |
| 13 | MRK | Merck & Co. INC. | +0.2% | +65.94% | 増加 |
| 14 | NEE | Nextera Energy INC | +0.2% | -1.03% | 減少 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +0.44% | 増加 |
| 16 | GS | Goldman Sachs Group INC | +0.2% | +44.44% | 増加 |
| 17 | COST | Costco Wholesale CORP | +0.2% | +17.28% | 増加 |
| 18 | CAT | Caterpillar INC | +0.1% | +4.48% | 増加 |
| 19 | JNJ | Johnson & Johnson | +0.1% | -6.92% | 減少 |
| 20 | CVX | Chevron CORP | +0.1% | +84.43% | 増加 |
| 21 | V | Visa Inc-class A Shares | +0.1% | +7.05% | 増加 |
| 22 | LLY | Eli Lilly & Co | +0.1% | -19.61% | 減少 |
| 23 | XLI | Ss Industrial Select Sector | +0.1% | +11.60% | 増加 |
| 24 | XLF | Ss Financial Select Sector | +0.1% | +1.02% | 増加 |
| 25 | TJX | Tjx Companies INC | 0% | +25.86% | 増加 |
| 26 | MS | Morgan Stanley | 0% | -1.75% | 減少 |
| 27 | GEV | GE Vernova INC | 0% | — | 変化なし |
| 28 | AMGN | Amgen INC | 0% | -34.33% | 減少 |
| 29 | BHVN | Biohaven Ltd. | 0% | — | 変化なし |
| 30 | DUK | Duke Energy CORP | -0.1% | +0.90% | 増加 |
| 31 | WFC | Wells Fargo & Co | -0.1% | -43.40% | 減少 |
| 32 | SO | Southern Co/the | -0.1% | -7.30% | 減少 |
| 33 | SYY | Sysco CORP | -0.2% | -18.36% | 減少 |
| 34 | UNP | Union Pacific CORP | -0.2% | -6.99% | 減少 |
| 35 | META | Meta Platforms Inc-class A | -0.2% | -14.22% | 減少 |
| 36 | WM | Waste Management INC | -0.4% | -45.00% | 減少 |
| 37 | UNH | Unitedhealth Group INC | -0.5% | -31.39% | 減少 |
| 38 | HD | Home Depot INC | -0.9% | -7.35% | 減少 |
| 39 | MSFT | Microsoft CORP | -7.4% | -20.60% | 減少 |
| 40 | BA | Boeing Co/the | — | EXIT | 全売却 |
| 41 | ASML | ASML Holding N.V. | — | NEW | 新規購入 |
| 42 | T | At&t INC | — | NEW | 新規購入 |
| 43 | VZ | Verizon Communications INC | — | EXIT | 全売却 |
| 44 | NEM | Newmont CORP | — | NEW | 新規購入 |
| 45 | TSLA | Tesla INC | — | EXIT | 全売却 |
| 46 | TMO | Thermo Fisher Scientific INC | — | NEW | 新規購入 |
| 47 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 48 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新規購入 |
| 49 | BAC | Bank Of America CORP | — | EXIT | 全売却 |
| 50 | DIS | Walt Disney Co/the | — | NEW | 新規購入 |