CIK: 0001476225
申告総資産額
$7.3億
上位200銘柄を表示中（全531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 | OLED | Universal Display CORP | 株式-IT | 4.87% | — | -3.16% | |
| 2 | KMI | Kinder Morgan INC | 株式-エネルギー | 4.44% | — | +2.46% | |
| 3 | QCOM | Qualcomm INC | 株式-IT | 4.21% | — | -0.75% | |
| 4 | MTD | Mettler-toledo International | 株式-ヘルスケア | 3.36% | — | -0.22% | |
| 5 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.06% | — | -0.47% | |
| 6 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 3.00% | — | -0.43% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.91% | — | -0.65% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.52% | — | +0.14% | |
| 9 | BAC | Bank Of America CORP | 株式-金融 | 2.40% | — | +0.43% | |
| 10 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.40% | — | +0.19% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 2.28% | — | -0.37% | |
| 12 | AKAM | Akamai Technologies INC | 株式-IT | 2.12% | — | -0.25% | |
| 13 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.89% | — | +12.11% | |
| 14 | HBAN | Huntington Bancshares INC | 株式-金融 | 1.85% | — | +0.88% | |
| 15 | STAG | Stag Industrial INC | 株式-不動産 | 1.75% | — | +2.06% | |
| 16 | DHR | Danaher CORP | 株式-ヘルスケア | 1.61% | — | -6.17% | |
| 17 | MFC | Manulife Financial CORP | 株式-金融 | 1.50% | — | +22.78% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.50% | — | +0.61% | |
| 19 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.40% | — | +0.41% | |
| 20 | INDB | Independent Bank Corp/ma | 株式-その他 | 1.40% | — | — | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.37% | — | +2.54% | |
| 22 | ORCL | Oracle CORP | 株式-IT | 1.30% | — | -0.28% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.28% | — | +11.02% | |
| 24 | AMGN | Amgen INC | 株式-ヘルスケア | 1.16% | — | — | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 1.14% | — | -0.12% | |
| 26 | NEE | Nextera Energy INC | 株式-公益事業 | 1.11% | — | -0.30% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.11% | — | -0.05% | |
| 28 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 1.03% | — | -0.08% | |
| 29 | ✓ | Mellanox Technologies LTD | 株式-その他 | 0.95% | — | -0.28% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.94% | — | -2.25% | |
| 31 | WY | Weyerhaeuser Co | 株式-不動産 | 0.93% | — | +9.01% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.91% | — | -0.19% | |
| 33 | PWR | Quanta Services INC | 株式-資本財 | 0.90% | — | +1.32% | |
| 34 | STAYUSD | Extended Stay America INC | 株式-その他 | 0.88% | — | +244.12% | |
| 35 | WASH | Washington Trust Bancorp | 株式-その他 | 0.83% | — | +6.33% | |
| 36 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.82% | — | -23.31% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.82% | — | — | |
| 38 | HAS | Hasbro INC | 株式-一般消費財 | 0.82% | — | +1.10% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.80% | — | — | |
| 40 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.80% | — | — | |
| 41 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.77% | — | +13.85% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.77% | — | +0.09% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.76% | — | +0.02% | |
| 44 | IR | Ingersoll-rand PLC | 株式-資本財 | 0.75% | — | -0.47% | |
| 45 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.75% | — | — | |
| 46 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 0.73% | — | +4.18% | |
| 47 | ECL | Ecolab INC | 株式-素材 | 0.69% | — | +1.10% | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.65% | — | +13.70% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | — | +0.32% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.58% | — | -0.54% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | STAYUSD | Extended Stay America INC | +0.6% | +244.12% | 増加 |
| 2 | AAPL | Apple INC | +0.5% | -0.65% | 減少 |
| 3 | OLED | Universal Display CORP | +0.4% | -3.16% | 減少 |
| 4 | NXPI | NXP Semiconductors N.V. | +0.3% | +12.11% | 増加 |
| 5 | MFC | Manulife Financial CORP | +0.3% | +22.78% | 増加 |
| 6 | BAC | Bank Of America CORP | +0.3% | +0.43% | 増加 |
| 7 | QCOM | Qualcomm INC | +0.2% | -0.75% | 減少 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +0.14% | 増加 |
| 9 | ABBV | Abbvie INC | +0.2% | +11.02% | 増加 |
| 10 | AMGN | Amgen INC | +0.2% | — | 変化なし |
| 11 | MTD | Mettler-toledo International | +0.1% | -0.22% | 減少 |
| 12 | MSFT | Microsoft CORP | +0.1% | +13.70% | 増加 |
| 13 | BOTZ | Global X Robotics & Artifici | +0.1% | +21.50% | 増加 |
| 14 | D | Dominion Energy INC | +0.1% | +33.58% | 増加 |
| 15 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +13.85% | 増加 |
| 16 | WY | Weyerhaeuser Co | +0.1% | +9.01% | 増加 |
| 17 | ROBO | Robo Global Robotics And Aut | +0.1% | +18.03% | 増加 |
| 18 | TMO | Thermo Fisher Scientific INC | +0.1% | -0.47% | 減少 |
| 19 | WASH | Washington Trust Bancorp | +0.1% | +6.33% | 増加 |
| 20 | DIS | Walt Disney Co/the | +0.1% | +172.05% | 増加 |
| 21 | AMZN | Amazon.com INC | +0.1% | +101.28% | 増加 |
| 22 | IVE | Ishares S&p 500 Value ETF | +0.1% | +23.08% | 増加 |
| 23 | INDB | Independent Bank Corp/ma | 0% | — | 変化なし |
| 24 | VHT | Vanguard Health Care ETF | 0% | — | 変化なし |
| 25 | FRCB | First Republic Bank/ca | 0% | — | 変化なし |
| 26 | JNJ | Johnson & Johnson | 0% | +0.02% | 増加 |
| 27 | DVYE | Ishares Emerging Markets Div | 0% | +4.18% | 増加 |
| 28 | SLB | Slb LTD | 0% | -1.04% | 減少 |
| 29 | AVGO | Broadcom INC | 0% | +3.47% | 増加 |
| 30 | STAG | Stag Industrial INC | 0% | +2.06% | 増加 |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +0.61% | 増加 |
| 32 | PWR | Quanta Services INC | — | +1.32% | 増加 |
| 33 | PFE | Pfizer INC | — | -0.19% | 減少 |
| 34 | VB | Vanguard Small-cap ETF | 0% | — | 変化なし |
| 35 | ✓ | Mellanox Technologies LTD | 0% | -0.28% | 減少 |
| 36 | HBAN | Huntington Bancshares INC | 0% | +0.88% | 増加 |
| 37 | UNH | Unitedhealth Group INC | -0.1% | -62.71% | 減少 |
| 38 | EW | Edwards Lifesciences CORP | -0.1% | -0.43% | 減少 |
| 39 | DVN | Devon Energy CORP | -0.1% | -29.18% | 減少 |
| 40 | WEP | Magellan Midstream Partners | -0.1% | -55.63% | 減少 |
| 41 | KMI | Kinder Morgan INC | -0.1% | +2.46% | 増加 |
| 42 | HAS | Hasbro INC | -0.2% | +1.10% | 増加 |
| 43 | ORCL | Oracle CORP | -0.2% | -0.28% | 減少 |
| 44 | BIGGQ | Big Lots INC | -0.2% | -60.51% | 減少 |
| 45 | CHD | Church & Dwight Co INC | -0.2% | +0.41% | 増加 |
| 46 | AKAM | Akamai Technologies INC | -0.3% | -0.25% | 減少 |
| 47 | MDLZ | Mondelez International Inc-a | -0.4% | -23.31% | 減少 |
| 48 | HD | Home Depot INC | -0.4% | -0.37% | 減少 |
| 49 | OXY | Occidental Petroleum CORP | -0.5% | -53.39% | 減少 |
| 50 | CELG | Celgene CORP | — | EXIT | 全売却 |