CIK: 0001965760
申告総資産額
$2.3億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 7.57% | -1.56% | -0.28% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.67% | -0.33% | -1.57% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 6.48% | -0.41% | -1.06% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.77% | +0.71% | -0.24% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.52% | -0.29% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.52% | -0.46% | +1.69% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 3.00% | +1.03% | -0.22% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.51% | — | +5.13% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 2.34% | -0.22% | +1.38% | |
| 10 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.31% | — | -0.87% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.26% | +1.03% | -0.44% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.81% | — | +0.01% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.78% | -0.25% | — | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.75% | -0.22% | +4.37% | |
| 15 | BX | Blackstone INC | 株式-金融 | 1.60% | -0.37% | -4.58% | |
| 16 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.55% | -0.39% | -0.07% | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 1.52% | -0.21% | -0.08% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.49% | +0.14% | -1.52% | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 1.46% | -0.51% | +8.89% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 1.43% | — | +0.02% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 1.41% | -0.25% | +22.05% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.29% | -0.16% | — | |
| 23 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.29% | +0.25% | — | |
| 24 | WMB | Williams Cos INC | 株式-エネルギー | 1.26% | +0.25% | +0.63% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.17% | +0.12% | +0.01% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.04% | -0.31% | +7.62% | |
| 27 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.02% | -0.11% | — | |
| 28 | PM | Philip Morris International | 株式-生活必需品 | 1.01% | — | -0.36% | |
| 29 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.00% | +0.23% | +18.36% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.00% | +0.13% | +1.05% | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 0.83% | — | +0.19% | |
| 32 | AMT | American Tower CORP | 株式-不動産 | 0.80% | -0.24% | -2.72% | |
| 33 | RTX | Rtx CORP | 株式-資本財 | 0.79% | — | +0.02% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.77% | — | -10.19% | |
| 35 | GE | General Electric | 株式-資本財 | 0.77% | — | -9.51% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.70% | +0.14% | -0.74% | |
| 37 | QCOM | Qualcomm INC | 株式-IT | 0.69% | -0.19% | +0.03% | |
| 38 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.65% | — | -0.35% | |
| 39 | OKE | Oneok INC | 株式-エネルギー | 0.60% | +0.17% | +2.67% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | +0.14% | -0.66% | |
| 41 | GD | General Dynamics CORP | 株式-資本財 | 0.58% | — | — | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.57% | — | -0.11% | |
| 43 | MO | Altria Group INC | 株式-生活必需品 | 0.56% | — | +0.11% | |
| 44 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.56% | — | -2.30% | |
| 45 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.55% | — | +226.18% | |
| 46 | NEM | Newmont CORP | 株式-素材 | 0.52% | — | — | |
| 47 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.50% | -0.10% | +1.38% | |
| 48 | WELL | Welltower INC | 株式-不動産 | 0.48% | — | — | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.48% | — | +2.95% | |
| 50 | AUB | Atlantic Union Bankshares Co | 株式-金融 | 0.46% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.1% | -0.28% | 減少 |
| 2 | NVDA | Nvidia CORP | +1.1% | -1.06% | 減少 |
| 3 | AVGO | Broadcom INC | +1% | +1.38% | 増加 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.8% | +1.69% | 減少 |
| 5 | TSLA | Tesla INC | +0.6% | +8.89% | 増加 |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | — | 減少 |
| 7 | BINC | Ishares Flex I A Etf-usd INC | +0.4% | +226.18% | 増加 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | — | 減少 |
| 9 | CRWD | Crowdstrike Holdings INC - A | +0.3% | -0.07% | 増加 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.3% | +26.01% | 増加 |
| 11 | IBM | Intl Business Machines CORP | +0.2% | +22.05% | 増加 |
| 12 | LTBR | Lightbridge CORP | +0.2% | — | 変化なし |
| 13 | FBTC | Fidelity Wise Origin Bitcoin | +0.2% | +0.65% | 増加 |
| 14 | ANET | Arista Networks INC | +0.2% | +28.03% | 増加 |
| 15 | CRDO | Credo Technology Group Holding Ltd | +0.2% | -16.25% | 減少 |
| 16 | NEM | Newmont CORP | +0.2% | — | 減少 |
| 17 | META | Meta Platforms Inc-class A | +0.2% | +7.62% | 増加 |
| 18 | ORCL | Oracle CORP | +0.2% | -7.00% | 変化なし |
| 19 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +71.53% | 増加 |
| 20 | GEV | GE Vernova INC | +0.1% | — | 減少 |
| 21 | NFLX | Netflix INC | +0.1% | +0.19% | 増加 |
| 22 | JPST | Jpmorgan Ultra-short Income | +0.1% | +23.51% | 増加 |
| 23 | AMZN | Amazon.com INC | +0.1% | +4.37% | 増加 |
| 24 | GE | General Electric | +0.1% | -9.51% | 減少 |
| 25 | RTX | Rtx CORP | +0.1% | +0.02% | 減少 |
| 26 | WMT | Walmart INC | 0% | -1.52% | 増加 |
| 27 | NOC | Northrop Grumman CORP | 0% | — | 変化なし |
| 28 | KMI | Kinder Morgan INC | 0% | +18.36% | 増加 |
| 29 | GPC | Genuine Parts Co | — | — | 変化なし |
| 30 | CSCO | Cisco Systems INC | -0.1% | +0.02% | 増加 |
| 31 | BX | Blackstone INC | -0.1% | -4.58% | 減少 |
| 32 | HD | Home Depot INC | -0.1% | +0.01% | 増加 |
| 33 | ABBV | Abbvie INC | -0.2% | -0.87% | 減少 |
| 34 | JNJ | Johnson & Johnson | -0.2% | -0.24% | 減少 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +5.13% | 増加 |
| 36 | AMT | American Tower CORP | -0.3% | -2.72% | 減少 |
| 37 | OKE | Oneok INC | -0.3% | +2.67% | 増加 |
| 38 | BMY | Bristol-myers Squibb Co | -0.3% | -2.30% | 減少 |
| 39 | AAPL | Apple INC | -0.5% | -1.57% | 減少 |
| 40 | CVX | Chevron CORP | -0.8% | -0.22% | 減少 |
| 41 | IJR | Ishares Core S&p Small-cap E | -0.9% | +9.46% | 減少 |
| 42 | COST | Costco Wholesale CORP | -1.3% | +1.05% | 減少 |
| 43 | NOW | Servicenow INC | — | NEW | 新規購入 |
| 44 | APP | Applovin Corp-class A | — | NEW | 新規購入 |
| 45 | BAH | Booz Allen Hamilton Holdings | — | EXIT | 全売却 |
| 46 | GLW | Corning INC | — | NEW | 新規購入 |
| 47 | VNOM | Viper Energy Inc-cl A | — | NEW | 新規購入 |
| 48 | CLS | Celestica INC | — | NEW | 新規購入 |
| 49 | DOW | Dow INC | — | EXIT | 全売却 |
| 50 | IWY | Ishares Russell Top 200 Grow | — | NEW | 新規購入 |