CIK: 0001775446
申告総資産額
$27.2億
上位200銘柄を表示中（全314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 | MSFT | Microsoft CORP | 株式-IT | 5.91% | -0.50% | -12.42% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.75% | +0.22% | -2.09% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 3.71% | +0.22% | -25.19% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.71% | -0.69% | -4.08% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.58% | -0.19% | -9.25% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.74% | — | -24.28% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.64% | — | +22.80% | |
| 8 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.36% | — | -3.86% | |
| 9 | XGDVX | Gabelli Dividend & Income Tr | 株式-その他 | 1.34% | — | +14.17% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.34% | — | -3.07% | |
| 11 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 1.25% | — | +35.15% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.24% | — | -4.29% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.16% | — | -24.10% | |
| 14 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 株式-その他 | 1.14% | — | +50.61% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 1.11% | — | -0.65% | |
| 16 | ETV | Eaton Vance T/m Buy-writ Opp | 株式-その他 | 1.11% | — | +26.90% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.04% | -0.34% | -5.76% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.03% | — | +3.42% | |
| 19 | XETYX | Eaton Vance Tax-mgd Div Eqty | 株式-その他 | 1.00% | — | +73.01% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.98% | — | -0.62% | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 0.98% | — | -5.75% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.98% | — | — | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.93% | — | +163.23% | |
| 24 | XEXGX | Eaton Vance Tax-managed Glob | 株式-その他 | 0.92% | — | +43.84% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.88% | +0.50% | -12.42% | |
| 26 | ETG | Eaton Vance T/a Gl Dvd Incm | 株式-その他 | 0.85% | -0.66% | EXIT | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.83% | — | -0.88% | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.79% | -0.42% | EXIT | |
| 29 | XLB | Ss Materials Select Sector | ETF-その他 | 0.77% | — | — | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.76% | — | +5.41% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | +0.91% | -0.61% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.72% | -0.50% | EXIT | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | -0.23% | |
| 34 | GAM | General American Investors | 株式-その他 | 0.68% | — | +6.36% | |
| 35 | CRM | Salesforce INC | 株式-IT | 0.61% | -0.58% | EXIT | |
| 36 | XLE | Ss Energy Select Sector | ETF-その他 | 0.61% | +1.87% | +173.43% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.60% | — | +0.50% | |
| 38 | EOS | Eaton Vance Enh Eqt INC Ii | 株式-その他 | 0.58% | — | +5.96% | |
| 39 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 0.57% | — | +21.58% | |
| 40 | BTX | Blackrock Tech & Priv Eqty | 株式-その他 | 0.57% | — | -42.68% | |
| 41 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 0.56% | — | +36.97% | |
| 42 | NFLX | Netflix INC | 株式-通信サービス | 0.54% | — | — | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.53% | -0.43% | EXIT | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.53% | — | +1.26% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.52% | -0.35% | -7.19% | |
| 46 | BDJ | Blackrock Enhanced Eqty Dvd | 株式-その他 | 0.50% | — | +23.00% | |
| 47 | WFC | Wells Fargo & Co | 株式-金融 | 0.50% | -0.61% | EXIT | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.49% | -0.44% | EXIT | |
| 49 | ADBE | Adobe INC | 株式-IT | 0.49% | — | -1.26% | |
| 50 | ADX | Adams Diversified Equity | 株式-その他 | 0.49% | — | -46.25% |