CIK: 0001166880
申告総資産額
$18.4億
上位200銘柄を表示中（全229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 | XBOEX | Blackrock Enh Glbl Dvd Tr | 株式-その他 | 4.26% | — | — | |
| 2 | ✓ | Alpine Total Dynamic Divid F | 株式-その他 | 3.45% | — | +23.96% | |
| 3 | XBGYX | Blackrock Enh Intl Dvd Tr | 株式-その他 | 2.72% | — | -3.58% | |
| 4 | UTG | Reaves Utility Income Fund | 株式-その他 | 2.55% | — | +17.82% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.20% | — | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.19% | — | — | |
| 7 | BGR | Blackrock Enrgy & Res Tr | 株式-その他 | 1.94% | — | +21.08% | |
| 8 | WMT | Walmart INC | 株式-生活必需品 | 1.73% | -1.67% | +31.08% | |
| 9 | IFN | Aberdeen India Fund INC | 株式-その他 | 1.71% | — | -15.31% | |
| 10 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.59% | — | +59.38% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.57% | -1.88% | EXIT | |
| 12 | AAPL | Apple INC | 株式-IT | 1.38% | +4.32% | -25.21% | |
| 13 | XXCHNXX | China Fund INC | 株式-その他 | 1.37% | — | +11.39% | |
| 14 | XRNPX | Cohen & Steers Reit And Pref | 株式-その他 | 1.36% | — | +346.25% | |
| 15 | ✓ | Blackrock Real Asset Equity | 株式-その他 | 1.36% | — | +24.38% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.31% | — | +89.80% | |
| 17 | ✓ | Zweig Total Return Fd INC | 株式-その他 | 1.30% | — | -5.80% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.29% | -0.10% | +18.65% | |
| 19 | IIF | Morgan Stanley India Invest | 株式-その他 | 1.20% | — | +2.22% | |
| 20 | WFC | Wells Fargo & Co | 株式-金融 | 1.09% | +0.76% | NEW | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.08% | +1.07% | +28.28% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 1.06% | — | +93.41% | |
| 23 | ✓ | Delaware Enhanced Gbl Div & | 株式-その他 | 1.06% | — | +15.92% | |
| 24 | BDJ | Blackrock Enhanced Eqty Dvd | 株式-その他 | 1.05% | — | — | |
| 25 | ✓ | Petroleum & Res CORP | 株式-その他 | 1.02% | — | — | |
| 26 | GAM | General American Investors | 株式-その他 | 1.02% | — | — | |
| 27 | ✓ | Nuveen Diver Currency Oppor | 株式-その他 | 0.92% | — | -11.08% | |
| 28 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 0.85% | — | — | |
| 29 | ✓ | Alpine Global Dynamic Divd F | 株式-その他 | 0.83% | — | — | |
| 30 | T | At&t INC | 株式-通信サービス | 0.82% | — | +53.47% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.82% | -1.62% | EXIT | |
| 32 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.80% | — | +63.59% | |
| 33 | ADX | Adams Diversified Equity | 株式-その他 | 0.78% | — | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | +1.08% | — | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | -1.76% | EXIT | |
| 36 | IGR | Cbre Global Real Estate INC | 株式-その他 | 0.73% | -1.16% | EXIT | |
| 37 | CSQ | Calamos Strat Ttl Rtrn Fnd | 株式-その他 | 0.70% | — | — | |
| 38 | ✓ | Nuveen Div Advantage Mun Fd | 株式-その他 | 0.69% | — | -2.63% | |
| 39 | COP | Conocophillips | 株式-エネルギー | 0.68% | — | — | |
| 40 | SLB | Slb LTD | 株式-エネルギー | 0.68% | — | +104.35% | |
| 41 | ✓ | Dws High Income Opport Fd In | 株式-その他 | 0.67% | — | — | |
| 42 | C | Citigroup INC | 株式-金融 | 0.66% | — | +250.00% | |
| 43 | XNROX | Neu Re Est Sec INC Fd Inc-us | 株式-その他 | 0.64% | — | +117.85% | |
| 44 | DPG | Duff & Phelps Utility & INC | 株式-その他 | 0.64% | — | +127.20% | |
| 45 | ✓ | Allianzgi Intl & Prem Strate | 株式-その他 | 0.64% | — | +0.11% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | +0.11% | — | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | — | -11.28% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | +16.19% | |
| 49 | BUI | Blckrck Util Infra & Pwr Opp | 株式-その他 | 0.60% | — | +44.17% | |
| 50 | GOOG | Alphabet A | 株式-通信サービス | 0.57% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XRNPX | Cohen & Steers Reit And Pref | +1% | +346.25% | 増加 |
| 2 | JNJ | Johnson & Johnson | +0.5% | +89.80% | 増加 |
| 3 | AEP | American Electric Power Company, Inc. | +0.4% | +59.38% | 増加 |
| 4 | C | Citigroup INC | +0.4% | +250.00% | 増加 |
| 5 | IBM | Intl Business Machines CORP | +0.4% | +93.41% | 増加 |
| 6 | SLB | Slb LTD | +0.4% | +104.35% | 増加 |
| 7 | QCOM | Qualcomm INC | +0.4% | +330.00% | 増加 |
| 8 | CSCO | Cisco Systems INC | +0.3% | +250.00% | 増加 |
| 9 | DPG | Duff & Phelps Utility & INC | +0.3% | +127.20% | 増加 |
| 10 | ✓ | +0.3% | +250.00% | 増加 | |
| 11 | CMCSA | Comcast Corp-class A | +0.3% | +63.59% | 増加 |
| 12 | XNROX | Neu Re Est Sec INC Fd Inc-us | +0.3% | +117.85% | 増加 |
| 13 | LLY | Eli Lilly & Co | +0.3% | +161.90% | 増加 |
| 14 | ✓ | Alpine Total Dynamic Divid F | +0.2% | +23.96% | 増加 |
| 15 | DOW | Dow Chem Co | +0.2% | +150.00% | 増加 |
| 16 | T | At&t INC | +0.2% | +53.47% | 増加 |
| 17 | WMT | Walmart INC | +0.1% | +31.08% | 増加 |
| 18 | ✓ | Blackrock Real Asset Equity | +0.1% | +24.38% | 増加 |
| 19 | BGR | Blackrock Enrgy & Res Tr | +0.1% | +21.08% | 増加 |
| 20 | XXCHNXX | China Fund INC | 0% | +11.39% | 増加 |
| 21 | UTG | Reaves Utility Income Fund | -0.1% | +17.82% | 増加 |
| 22 | IQI | Invesco Quality Muni INC Tr | -0.4% | -68.97% | 減少 |
| 23 | PPT | Putnam Premier Income Trust | -0.4% | -48.84% | 減少 |
| 24 | IFN | Aberdeen India Fund INC | -0.7% | -15.31% | 減少 |
| 25 | EDD | Morgan Stanley Emrg Mrk Dom | -0.8% | -61.33% | 減少 |
| 26 | WIW | Western Asst Infl-lnk Opp | -0.9% | -64.23% | 減少 |
| 27 | IVV | Ishares Core S&p 500 ETF | — | NEW | 新規購入 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新規購入 |
| 29 | IGR | Cbre Global Real Estate INC | — | NEW | 新規購入 |
| 30 | CSQ | Calamos Strat Ttl Rtrn Fnd | — | NEW | 新規購入 |
| 31 | RQI | Cohen & Steers Qual INC Rlty | — | NEW | 新規購入 |
| 32 | XNEAX | Nuveen Amt-fr Qlty Muni INC | — | EXIT | 全売却 |
| 33 | NFJ | Virtus Dividend, Interest & Premium Strategy Fund | — | EXIT | 全売却 |
| 34 | EOD | Allspring Global Dividend Op | — | NEW | 新規購入 |
| 35 | MMM | 3m Co | — | EXIT | 全売却 |
| 36 | BIIB | Biogen INC | — | EXIT | 全売却 |
| 37 | CHW | Calamos Global Dynamic Incom | — | NEW | 新規購入 |
| 38 | EOI | Eaton Vance Enhanced Eq Incm | — | EXIT | 全売却 |
| 39 | VMO | Invesco Municipal Opport | — | NEW | 新規購入 |
| 40 | CELG | Celgene CORP | — | EXIT | 全売却 |
| 41 | ✓ | Ing Global Eqty Div & Prem O | — | EXIT | 全売却 |
| 42 | AXP | American Express Co | — | EXIT | 全売却 |
| 43 | MDT | Medtronic plc | — | NEW | 新規購入 |
| 44 | ✓ | — | EXIT | 全売却 | |
| 45 | CL | Colgate-palmolive Co | — | EXIT | 全売却 |
| 46 | BA | Boeing Co/the | — | NEW | 新規購入 |
| 47 | BCX | Blackrock Resources & Commod | — | NEW | 新規購入 |
| 48 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 49 | PRU | Prudential Financial INC | — | NEW | 新規購入 |
| 50 | GD | General Dynamics CORP | — | NEW | 新規購入 |