CIK: 0001775446
申告総資産額
$27.2億
| # | 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 | AAPL | Apple INC | 株式-IT | 7.05% | +0.22% | — | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 6.71% | +0.22% | — | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 6.48% | -0.69% | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.34% | -0.50% | — | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.12% | -0.19% | — | |
| 6 | AVGO | Broadcom INC | 株式-IT | 2.66% | — | +35.64% | |
| 7 | XLE | Ss Energy Select Sector | ETF-その他 | 2.13% | +1.87% | +4008.20% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.00% | — | +0.66% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.91% | — | +0.19% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.85% | — | — | |
| 11 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.67% | +0.83% | — | |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.57% | +0.69% | — | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 1.28% | — | +7.28% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.15% | -0.34% | +5.13% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 1.14% | — | -46.87% | |
| 16 | MA | Mastercard INC - A | 株式-金融 | 1.11% | — | +18.84% | |
| 17 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.10% | -0.59% | — | |
| 18 | CSQ | Calamos Strat Ttl Rtrn Fnd | 株式-その他 | 1.10% | -1.10% | EXIT | |
| 19 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 1.01% | +0.93% | — | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.94% | +0.50% | +10.10% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.87% | — | — | |
| 22 | ORCL | Oracle CORP | 株式-IT | 0.86% | -0.35% | — | |
| 23 | FICO | Fair Isaac CORP | 株式-IT | 0.82% | -0.43% | — | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 0.81% | — | +900.00% | |
| 25 | C | Citigroup INC | 株式-金融 | 0.78% | -0.78% | EXIT | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.73% | — | — | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | +0.91% | +206.45% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | -53.04% | |
| 29 | ANET | Arista Networks INC | 株式-IT | 0.68% | — | +877.91% | |
| 30 | DASH | Doordash INC - A | 株式-一般消費財 | 0.67% | — | — | |
| 31 | ETG | Eaton Vance T/a Gl Dvd Incm | 株式-その他 | 0.66% | -0.66% | EXIT | |
| 32 | SPGI | S&p Global INC | 株式-金融 | 0.66% | — | +48.05% | |
| 33 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.64% | — | — | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.64% | -0.64% | EXIT | |
| 35 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.63% | — | +142.91% | |
| 36 | NOW | Servicenow INC | 株式-IT | 0.62% | — | +8530.00% | |
| 37 | TDG | Transdigm Group INC | 株式-資本財 | 0.61% | — | +200.48% | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 0.61% | +0.47% | +73.75% | |
| 39 | WFC | Wells Fargo & Co | 株式-金融 | 0.61% | -0.61% | EXIT | |
| 40 | PLD | Prologis INC | 株式-不動産 | 0.60% | — | +973.28% | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.59% | -0.59% | EXIT | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.58% | -0.58% | EXIT | |
| 43 | DE | Deere & Co | 株式-資本財 | 0.58% | — | — | |
| 44 | LIN | Linde plc | 株式-素材 | 0.56% | — | +63.76% | |
| 45 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.56% | — | — | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.55% | — | +84.86% | |
| 47 | PGR | Progressive CORP | 株式-金融 | 0.54% | — | +199.03% | |
| 48 | GE | General Electric | 株式-資本財 | 0.54% | — | — | |
| 49 | MU | Micron Technology INC | 株式-IT | 0.52% | — | +149.23% | |
| 50 | INTU | Intuit INC | 株式-IT | 0.51% | — | +119.55% |