CIK: 0001775446
申告総資産額
$27.2億
上位200銘柄を表示中（全270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 | AAPL | Apple INC | 株式-IT | 7.39% | +0.22% | -4.14% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 5.41% | +0.22% | +0.28% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.35% | -0.50% | -7.79% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.50% | -0.69% | +0.42% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.27% | -0.19% | +0.54% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.77% | — | +2.12% | |
| 7 | TSLA | Tesla INC | 株式-一般消費財 | 2.75% | — | +0.29% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.08% | — | +1.37% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.71% | — | +1.03% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.63% | — | — | |
| 11 | AVGO | Broadcom INC | 株式-IT | 1.55% | — | -4.60% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.49% | — | +2.23% | |
| 13 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.34% | — | +0.46% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.30% | — | -3.30% | |
| 15 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 株式-その他 | 1.21% | — | -2.24% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.14% | — | +0.95% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.13% | -0.34% | — | |
| 18 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.12% | — | -12.08% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.07% | +0.50% | +0.68% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.02% | — | +0.60% | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 1.01% | — | +1.05% | |
| 22 | XLB | Ss Materials Select Sector | ETF-その他 | 0.95% | — | +13.08% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.93% | — | +1.87% | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 0.90% | — | +0.79% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.89% | — | +0.98% | |
| 26 | BAC | Bank Of America CORP | 株式-金融 | 0.88% | — | +1.15% | |
| 27 | ETG | Eaton Vance T/a Gl Dvd Incm | 株式-その他 | 0.87% | -0.66% | EXIT | |
| 28 | CSQ | Calamos Strat Ttl Rtrn Fnd | 株式-その他 | 0.81% | -1.10% | EXIT | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.80% | -0.42% | EXIT | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | +0.91% | +2.75% | |
| 31 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.69% | — | +29.63% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.65% | — | +7.42% | |
| 33 | CII | Blackrock Enhan Lrg Cap Core | 株式-その他 | 0.62% | — | +72.90% | |
| 34 | ORCL | Oracle CORP | 株式-IT | 0.58% | -0.35% | -2.44% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.58% | — | +0.74% | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.57% | -0.61% | EXIT | |
| 37 | CRM | Salesforce INC | 株式-IT | 0.57% | -0.58% | EXIT | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.53% | -0.44% | EXIT | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | -0.50% | EXIT | |
| 40 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 0.51% | — | -26.92% | |
| 41 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 0.49% | — | -6.00% | |
| 42 | AMAT | Applied Materials INC | 株式-IT | 0.49% | — | +47.58% | |
| 43 | ETV | Eaton Vance T/m Buy-writ Opp | 株式-その他 | 0.48% | — | -30.42% | |
| 44 | ACN | Accenture plc | 株式-IT | 0.47% | -0.40% | EXIT | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.46% | — | — | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.46% | -0.43% | EXIT | |
| 47 | C | Citigroup INC | 株式-金融 | 0.45% | -0.78% | EXIT | |
| 48 | GS | Goldman Sachs Group INC | 株式-金融 | 0.45% | -0.43% | EXIT | |
| 49 | MS | Morgan Stanley | 株式-金融 | 0.44% | — | — | |
| 50 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.43% | -0.59% | +32.48% |