CIK: 0001166880
申告総資産額
$18.4億
上位200銘柄を表示中（全261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 | XRNPX | Cohen & Steers Reit And Pref | 株式-その他 | 2.69% | — | +26.36% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.45% | +4.32% | +1011.76% | |
| 3 | PINE | Alpine Income Property Trust, Inc. | 株式-その他 | 2.35% | — | -6.06% | |
| 4 | ✓ | Blackrock Real Asset Equity | 株式-その他 | 2.15% | — | — | |
| 5 | IGR | Cbre Global Real Estate INC | 株式-その他 | 2.11% | -1.16% | EXIT | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.08% | — | +211.76% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.06% | — | +211.76% | |
| 8 | BCX | Blackrock Resources & Commod | 株式-その他 | 1.89% | -0.86% | EXIT | |
| 9 | RQI | Cohen & Steers Qual INC Rlty | 株式-その他 | 1.76% | — | — | |
| 10 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.49% | — | — | |
| 11 | XBOEX | Blackrock Enh Glbl Dvd Tr | 株式-その他 | 1.48% | — | -28.70% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.42% | -1.88% | EXIT | |
| 13 | WFC | Wells Fargo & Co | 株式-金融 | 1.38% | +0.76% | NEW | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.24% | +1.07% | — | |
| 15 | SLB | Slb LTD | 株式-エネルギー | 1.16% | — | +32.00% | |
| 16 | NZF | Nuveen Municipal Credit Income Fund | 株式-その他 | 1.14% | — | +21.82% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.11% | -1.76% | EXIT | |
| 18 | ORCL | Oracle CORP | 株式-IT | 1.06% | — | +23.71% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.04% | -1.67% | -14.69% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.02% | — | +27.84% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 1.01% | — | +39.80% | |
| 22 | EOD | Allspring Global Dividend Op | 株式-その他 | 0.97% | — | -19.83% | |
| 23 | XNROX | Neu Re Est Sec INC Fd Inc-us | 株式-その他 | 0.96% | — | +28.98% | |
| 24 | ✓ | Petroleum & Res CORP | 株式-その他 | 0.94% | — | +18.23% | |
| 25 | BUI | Blckrck Util Infra & Pwr Opp | 株式-その他 | 0.91% | — | -5.88% | |
| 26 | ✓ | Clearbridge Energy Mlp Total | 株式-その他 | 0.90% | — | +263.74% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | -0.10% | — | |
| 28 | IHD | Voya Emrg Mrkt Hi Dvd Eqty | 株式-その他 | 0.86% | — | — | |
| 29 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.85% | — | +9.59% | |
| 30 | DPG | Duff & Phelps Utility & INC | 株式-その他 | 0.81% | — | +39.55% | |
| 31 | PINE | Alpine Income Property Trust, Inc. | 株式-その他 | 0.81% | — | +79.61% | |
| 32 | XJQCX | Nuveen Credit Strategies INC | 株式-その他 | 0.81% | — | +139.40% | |
| 33 | GAM | General American Investors | 株式-その他 | 0.80% | — | +32.39% | |
| 34 | UTG | Reaves Utility Income Fund | 株式-その他 | 0.80% | — | -37.52% | |
| 35 | ✓ | Delaware Enhanced Gbl Div & | 株式-その他 | 0.74% | — | +4.49% | |
| 36 | XBGYX | Blackrock Enh Intl Dvd Tr | 株式-その他 | 0.73% | — | -30.20% | |
| 37 | EMO | ClearBridge Energy Midstream Opportunity Fund Inc | 株式-その他 | 0.72% | — | +231.54% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.72% | — | — | |
| 39 | ✓ | Dws High Income Opport Fd In | 株式-その他 | 0.71% | — | +21.66% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.66% | — | — | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | -1.75% | +30.00% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | +1.08% | — | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.62% | — | +76.17% | |
| 45 | ✓ | Clearbridge | 株式-その他 | 0.61% | — | +49.62% | |
| 46 | QCLN | First Trust NASDAQ Clean Edge Green Energy Index Fund | 株式-その他 | 0.61% | — | +376.88% | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.60% | — | +172.73% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.58% | — | -15.93% | |
| 49 | C | Citigroup INC | 株式-金融 | 0.57% | — | — | |
| 50 | VVR | Invesco Senior Income Trust | 株式-その他 | 0.57% | — | +181.30% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.3% | +211.76% | 増加 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.3% | +211.76% | 増加 |
| 3 | AAPL | Apple INC | +1% | +1011.76% | 増加 |
| 4 | ✓ | Clearbridge Energy Mlp Total | +0.6% | +263.74% | 増加 |
| 5 | WFC | Wells Fargo & Co | +0.6% | +91.57% | 増加 |
| 6 | HYT | Blackrock CORP Hi Yld | +0.5% | +940.17% | 増加 |
| 7 | EMO | ClearBridge Energy Midstream Opportunity Fund Inc | +0.5% | +231.54% | 増加 |
| 8 | QCLN | First Trust NASDAQ Clean Edge Green Energy Index Fund | +0.5% | +376.88% | 増加 |
| 9 | VZ | Verizon Communications INC | +0.5% | +93.22% | 増加 |
| 10 | XJQCX | Nuveen Credit Strategies INC | +0.4% | +139.40% | 増加 |
| 11 | VVR | Invesco Senior Income Trust | +0.3% | +181.30% | 増加 |
| 12 | XRNPX | Cohen & Steers Reit And Pref | +0.3% | +26.36% | 増加 |
| 13 | SLB | Slb LTD | +0.3% | +32.00% | 増加 |
| 14 | PINE | Alpine Income Property Trust, Inc. | +0.3% | +79.61% | 増加 |
| 15 | EIPI | FT Energy Income Partners Enhanced Income ETF | +0.3% | +452.12% | 増加 |
| 16 | FXN | First Trust Energy AlphaDEX Fund | +0.2% | +73.85% | 増加 |
| 17 | LEG | Leggett & Platt, Incorporated | +0.2% | +159.56% | 増加 |
| 18 | EFT | Eaton Vance Fltng Rt INC Tr | +0.2% | +104.84% | 増加 |
| 19 | FCT | First Trust Snr Fl Rt INC Ii | +0.2% | +193.18% | 増加 |
| 20 | CVS | Cvs Health CORP | +0.2% | +76.17% | 増加 |
| 21 | DPG | Duff & Phelps Utility & INC | +0.2% | +39.55% | 増加 |
| 22 | NZF | Nuveen Municipal Credit Income Fund | +0.2% | +21.82% | 増加 |
| 23 | ✓ | Clearbridge | +0.2% | +49.62% | 増加 |
| 24 | DIS | Walt Disney Co/the | +0.1% | +27.84% | 増加 |
| 25 | XNROX | Neu Re Est Sec INC Fd Inc-us | +0.1% | +28.98% | 増加 |
| 26 | IBM | Intl Business Machines CORP | +0.1% | +39.80% | 増加 |
| 27 | ✓ | Petroleum & Res CORP | +0.1% | +18.23% | 増加 |
| 28 | IGR | Cbre Global Real Estate INC | +0.1% | +11.86% | 増加 |
| 29 | ✓ | Nuveen Diver Currency Oppor | -0.4% | -50.22% | 減少 |
| 30 | BGR | Blackrock Enrgy & Res Tr | -0.4% | -46.56% | 減少 |
| 31 | GOOG | Alphabet A | -0.4% | — | 変化なし |
| 32 | XBGYX | Blackrock Enh Intl Dvd Tr | -0.5% | -30.20% | 減少 |
| 33 | BDJ | Blackrock Enhanced Eqty Dvd | -0.6% | -76.09% | 減少 |
| 34 | UTG | Reaves Utility Income Fund | -0.6% | -37.52% | 減少 |
| 35 | XBOEX | Blackrock Enh Glbl Dvd Tr | -0.9% | -28.70% | 減少 |
| 36 | CSQ | Calamos Strat Ttl Rtrn Fnd | — | EXIT | 全売却 |
| 37 | IHD | Voya Emrg Mrkt Hi Dvd Eqty | — | NEW | 新規購入 |
| 38 | ✓ | Ing Emerging Mkts Hgh Div Eq | — | EXIT | 全売却 |
| 39 | ✓ | Ing Risk Managed Nat Res Fd | — | EXIT | 全売却 |
| 40 | IRR | Voya Natural Resources Equit | — | NEW | 新規購入 |
| 41 | VOYA | Voya Financial, Inc. | — | NEW | 新規購入 |
| 42 | ✓ | Google INC Class C | — | NEW | 新規購入 |
| 43 | MDT | Medtronic plc | — | EXIT | 全売却 |
| 44 | GGN | Gamco Glbl Gold Ntrl Res INC | — | EXIT | 全売却 |
| 45 | LYB | LyondellBasell Industries N.V. | — | NEW | 新規購入 |
| 46 | LLY | Eli Lilly & Co | — | EXIT | 全売却 |
| 47 | XEFRX | Eaton Vance Sr Fltg Rate Tr | — | NEW | 新規購入 |
| 48 | JFR | Nuveen Floating Rate Income | — | NEW | 新規購入 |
| 49 | GILD | Gilead Sciences INC | — | NEW | 新規購入 |
| 50 | CHW | Calamos Global Dynamic Incom | — | EXIT | 全売却 |