CIK: 0001842296
申告総資産額
$33.7億
上位200銘柄を表示中（全395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 | PDD | Pdd Holdings INC | 株式-一般消費財 | 20.83% | -5.71% | -8.30% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.95% | -2.93% | +35.47% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.63% | -1.28% | +46.77% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 5.97% | +1.66% | +45.24% | |
| 5 | BEKE | Ke Holdings Inc-adr | 株式-その他 | 3.97% | -3.36% | EXIT | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.87% | +3.33% | -19.13% | |
| 7 | YMM | Full Truck Alliance -spn Adr | 株式-その他 | 2.63% | -1.36% | -7.23% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 2.45% | +0.31% | +33.48% | |
| 9 | TME | Tencent Music Entertainm-adr | 株式-通信サービス | 2.06% | -1.24% | -8.87% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.93% | — | +51.21% | |
| 11 | BZ | Kanzhun LTD - Adr | 株式-その他 | 1.55% | -0.97% | -7.11% | |
| 12 | ASML | ASML Holding N.V. | 株式-IT | 1.53% | -0.09% | +22.28% | |
| 13 | QFIN | Qfin Holdings Inc-adr | 株式-その他 | 1.52% | -1.19% | -9.92% | |
| 14 | FUTU | Futu Holdings Ltd-adr | 株式-金融 | 1.33% | — | -34.15% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 1.30% | +0.06% | +26.30% | |
| 16 | VIPS | Vipshop Holdings LTD - Adr | 株式-一般消費財 | 1.26% | — | -12.50% | |
| 17 | TAL | Tal Education Group- Adr | 株式-生活必需品 | 1.25% | — | -11.34% | |
| 18 | KLAC | Kla CORP | 株式-IT | 1.24% | -0.30% | +3.01% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.14% | — | +24.30% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.93% | +2.74% | +53.48% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.82% | +0.06% | +15.29% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | +0.46% | +34.91% | |
| 23 | AMAT | Applied Materials INC | 株式-IT | 0.75% | — | -31.93% | |
| 24 | CRM | Salesforce INC | 株式-IT | 0.64% | — | +89.72% | |
| 25 | NOW | Servicenow INC | 株式-IT | 0.57% | — | +113.86% | |
| 26 | YUMC | Yum China Holdings INC | 株式-一般消費財 | 0.54% | — | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.53% | — | +13.19% | |
| 28 | ATHM | Autohome Inc-adr | 株式-その他 | 0.51% | — | -6.47% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.49% | -0.07% | +40.06% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.47% | — | +37.31% | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 0.47% | — | +48.09% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.41% | — | +55.05% | |
| 33 | AMD | Advanced Micro Devices | 株式-IT | 0.40% | +0.34% | +41.62% | |
| 34 | ADBE | Adobe INC | 株式-IT | 0.40% | — | +40.64% | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.40% | — | +48.27% | |
| 36 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.39% | -0.32% | +62.11% | |
| 37 | INTU | Intuit INC | 株式-IT | 0.36% | — | +41.95% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.36% | — | +66.67% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | +63.23% | |
| 40 | QCOM | Qualcomm INC | 株式-IT | 0.35% | — | +41.26% | |
| 41 | TXN | Texas Instruments INC | 株式-IT | 0.35% | +0.12% | +40.02% | |
| 42 | JOYY | Joyy Inc-adr | 株式-その他 | 0.33% | — | +50.52% | |
| 43 | ACN | Accenture plc | 株式-IT | 0.32% | — | +46.43% | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.32% | — | +53.31% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.30% | — | +48.65% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.29% | — | +69.68% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.28% | +0.50% | +107.85% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.27% | — | +56.59% | |
| 49 | IQ | Iqiyi Inc-adr | 株式-その他 | 0.27% | — | +39.59% | |
| 50 | SMMT | Summit Therapeutics INC | 株式-その他 | 0.27% | — | +5.41% |