CIK: 0001950556
申告総資産額
$3225.0万
| # | 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 | 6.18% | -1.77% | +0.63% | |
| 2 | TSLA | Tesla INC | 株式-一般消費財 | 5.82% | +2.39% | +332.46% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 3.58% | — | +4.49% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.49% | -0.67% | +4.20% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.42% | — | +0.55% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.16% | -0.59% | +6.84% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 2.80% | -0.18% | +22.10% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.58% | -0.09% | +0.36% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.55% | — | +5.97% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.23% | +3.76% | — | |
| 11 | UNP | Union Pacific CORP | 株式-資本財 | 1.92% | +0.05% | +10.57% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.91% | -0.07% | +8.51% | |
| 13 | AMP | Ameriprise Financial INC | 株式-金融 | 1.83% | -0.27% | +2.39% | |
| 14 | WMB | Williams Cos INC | 株式-エネルギー | 1.80% | +0.12% | +0.61% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.62% | — | — | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 1.60% | +0.46% | +0.92% | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.47% | -0.28% | +3.28% | |
| 18 | PM | Philip Morris International | 株式-生活必需品 | 1.37% | -0.01% | -17.35% | |
| 19 | HON | Honeywell International INC | 株式-資本財 | 1.32% | -0.76% | EXIT | |
| 20 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.30% | +0.01% | -0.83% | |
| 21 | MDT | Medtronic plc | 株式-ヘルスケア | 1.27% | -0.31% | -1.32% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.26% | +0.23% | +89.64% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 1.25% | — | +3.70% | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.24% | — | +0.16% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.18% | +0.16% | +3.36% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.17% | — | -2.32% | |
| 27 | QCOM | Qualcomm INC | 株式-IT | 1.17% | — | -2.20% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.16% | — | +4.87% | |
| 29 | CAT | Caterpillar INC | 株式-資本財 | 1.15% | +0.64% | +5.33% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 1.11% | — | +2.34% | |
| 31 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 1.07% | +0.07% | -7.36% | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 1.06% | — | +49.31% | |
| 33 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.05% | — | -7.84% | |
| 34 | PLD | Prologis INC | 株式-不動産 | 1.05% | — | -1.61% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 1.05% | +0.43% | +0.23% | |
| 36 | RTX | Rtx CORP | 株式-資本財 | 1.03% | — | +5.04% | |
| 37 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.02% | -0.24% | +4.35% | |
| 38 | GLW | Corning INC | 株式-IT | 0.96% | +1.16% | -2.30% | |
| 39 | ALL | Allstate CORP | 株式-金融 | 0.96% | +0.03% | -1.31% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.91% | — | +6.45% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.91% | +0.08% | -0.11% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.90% | -0.72% | +4.36% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.89% | — | +7.52% | |
| 44 | ETN | Eaton Corporation plc | 株式-資本財 | 0.88% | +0.10% | +6.26% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.87% | — | +6.70% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.87% | — | +7.88% | |
| 47 | FITB | Fifth Third Bancorp | 株式-金融 | 0.86% | +0.06% | +7.60% | |
| 48 | BX | Blackstone INC | 株式-金融 | 0.85% | -0.19% | +4.91% | |
| 49 | TRP | Tc Energy CORP | 株式-エネルギー | 0.83% | +0.04% | -1.33% | |
| 50 | MS | Morgan Stanley | 株式-金融 | 0.83% | +0.02% | +25.55% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla INC | +4.7% | +332.46% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | +6.84% | 増加 |
| 3 | AVGO | Broadcom INC | +0.6% | +22.10% | 増加 |
| 4 | HD | Home Depot INC | +0.6% | +89.64% | 増加 |
| 5 | AAPL | Apple INC | +0.4% | +4.20% | 増加 |
| 6 | NEE | Nextera Energy INC | +0.3% | +49.31% | 増加 |
| 7 | NVDA | Nvidia CORP | +0.3% | +4.49% | 増加 |
| 8 | ABBV | Abbvie INC | +0.2% | +0.36% | 増加 |
| 9 | GLW | Corning INC | +0.2% | -2.30% | 減少 |
| 10 | HBAN | Huntington Bancshares INC | +0.2% | +46.12% | 増加 |
| 11 | MS | Morgan Stanley | +0.2% | +25.55% | 増加 |
| 12 | CAT | Caterpillar INC | +0.1% | +5.33% | 増加 |
| 13 | TEL | TE Connectivity plc | +0.1% | +5.43% | 増加 |
| 14 | NOC | Northrop Grumman CORP | +0.1% | +6.92% | 増加 |
| 15 | JNJ | Johnson & Johnson | +0.1% | -2.32% | 減少 |
| 16 | RTX | Rtx CORP | +0.1% | +5.04% | 増加 |
| 17 | BX | Blackstone INC | 0% | +4.91% | 増加 |
| 18 | CVX | Chevron CORP | 0% | +7.52% | 増加 |
| 19 | FITB | Fifth Third Bancorp | 0% | +7.60% | 増加 |
| 20 | TFC | Truist Financial CORP | 0% | +10.14% | 増加 |
| 21 | UNP | Union Pacific CORP | — | +10.57% | 増加 |
| 22 | XOM | Exxon Mobil CORP | — | +8.51% | 増加 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +7.88% | 増加 |
| 24 | MRK | Merck & Co. INC. | -0.1% | +3.36% | 増加 |
| 25 | PEP | Pepsico INC | -0.1% | +2.34% | 増加 |
| 26 | WMT | Walmart INC | -0.1% | +3.70% | 増加 |
| 27 | MDT | Medtronic plc | -0.1% | -1.32% | 減少 |
| 28 | LMT | Lockheed Martin CORP | -0.1% | +0.16% | 増加 |
| 29 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | — | 変化なし |
| 30 | MCD | Mcdonald's CORP | -0.1% | +3.28% | 増加 |
| 31 | VOO | Vanguard S&p 500 ETF | -0.1% | — | 変化なし |
| 32 | JPM | Jpmorgan Chase & Co | -0.1% | +0.55% | 増加 |
| 33 | AMZN | Amazon.com INC | -0.2% | +5.97% | 増加 |
| 34 | HON | Honeywell International INC | -0.3% | +2.44% | 増加 |
| 35 | HAS | Hasbro INC | -0.3% | -34.68% | 減少 |
| 36 | AMP | Ameriprise Financial INC | -0.4% | +2.39% | 増加 |
| 37 | MSFT | Microsoft CORP | -0.5% | +0.63% | 増加 |
| 38 | DOW | Dow INC | -0.5% | -61.24% | 減少 |
| 39 | BTI | British American Tob-sp Adr | -0.6% | -89.08% | 減少 |
| 40 | PM | Philip Morris International | -0.7% | -17.35% | 減少 |
| 41 | SOXL | Direx Dail Semi Bu 3x Et-usd | — | EXIT | 全売却 |
| 42 | SNA | Snap-on INC | — | NEW | 新規購入 |
| 43 | CPRX | Catalyst Pharmaceuticals INC | — | EXIT | 全売却 |
| 44 | PAAS | Pan American Silver CORP | — | NEW | 新規購入 |
| 45 | PLTR | Palantir Technologies Inc-a | — | NEW | 新規購入 |
| 46 | PBW | Invesco Wilderhill Clean Ene | — | NEW | 新規購入 |
| 47 | ETHA | Ishares Ethereum Trust ETF | — | NEW | 新規購入 |
| 48 | SYK | Stryker CORP | — | NEW | 新規購入 |
| 49 | GSAT | Globalstar INC | — | NEW | 新規購入 |
| 50 | CBOE | Cboe Global Markets INC | — | NEW | 新規購入 |