CIK: 0001476225
申告総資産額
$7.3億
上位200銘柄を表示中（全633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 | QCOM | Qualcomm INC | 株式-IT | 4.66% | — | -0.74% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.94% | — | -0.06% | |
| 3 | OLED | Universal Display CORP | 株式-IT | 3.79% | — | +0.40% | |
| 4 | MTD | Mettler-toledo International | 株式-ヘルスケア | 3.65% | — | -0.82% | |
| 5 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.58% | — | -1.11% | |
| 6 | KMI | Kinder Morgan INC | 株式-エネルギー | 3.48% | — | -0.20% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 2.97% | — | -0.40% | |
| 8 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.81% | — | +197.64% | |
| 9 | AKAM | Akamai Technologies INC | 株式-IT | 2.42% | — | -13.82% | |
| 10 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.18% | — | -0.50% | |
| 11 | DHR | Danaher CORP | 株式-ヘルスケア | 1.96% | — | -0.74% | |
| 12 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.96% | — | +5.96% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.79% | — | -0.60% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 1.71% | — | -0.92% | |
| 15 | STAG | Stag Industrial INC | 株式-不動産 | 1.71% | — | -0.32% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.64% | — | +4.77% | |
| 17 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.64% | — | -1.19% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.52% | — | -0.49% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.51% | — | +1.14% | |
| 20 | ORCL | Oracle CORP | 株式-IT | 1.45% | — | -0.87% | |
| 21 | MFC | Manulife Financial CORP | 株式-金融 | 1.30% | — | +0.11% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.29% | — | +16.29% | |
| 23 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 1.23% | — | +0.02% | |
| 24 | AMGN | Amgen INC | 株式-ヘルスケア | 1.22% | — | — | |
| 25 | INDB | Independent Bank Corp/ma | 株式-その他 | 1.21% | — | — | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 1.20% | — | -1.37% | |
| 27 | NEE | Nextera Energy INC | 株式-公益事業 | 1.19% | — | -0.33% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 1.14% | — | -0.86% | |
| 29 | HAS | Hasbro INC | 株式-一般消費財 | 1.10% | — | +1.50% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.89% | — | +6.20% | |
| 31 | ECL | Ecolab INC | 株式-素材 | 0.87% | — | -2.43% | |
| 32 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.82% | — | -0.79% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.81% | — | -1.89% | |
| 34 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.80% | — | — | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.79% | — | — | |
| 36 | WY | Weyerhaeuser Co | 株式-不動産 | 0.78% | — | +4.50% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.77% | — | +0.10% | |
| 38 | PWR | Quanta Services INC | 株式-資本財 | 0.76% | — | -0.15% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.75% | — | — | |
| 40 | STAYUSD | Extended Stay America INC | 株式-その他 | 0.70% | — | +2.85% | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.69% | — | +0.43% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | — | +0.69% | |
| 43 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.68% | — | -3.29% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.68% | — | -16.91% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.65% | — | — | |
| 46 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.61% | — | -34.79% | |
| 47 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 0.60% | — | -1.03% | |
| 48 | ROBO | Robo Global Robotics And Aut | ETF-その他 | 0.59% | — | -6.40% | |
| 49 | BOTZ | Global X Robotics & Artifici | ETF-その他 | 0.58% | — | -12.45% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.57% | — | -0.56% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.7% | -0.06% | 減少 |
| 2 | QCOM | Qualcomm INC | +0.6% | -0.74% | 減少 |
| 3 | NXPI | NXP Semiconductors N.V. | +0.4% | +5.96% | 増加 |
| 4 | SBUX | Starbucks CORP | +0.4% | +1352.72% | 増加 |
| 5 | HD | Home Depot INC | +0.4% | -0.40% | 減少 |
| 6 | AQUAUSD | Evoqua Water Technologies Co | +0.4% | +1061.46% | 増加 |
| 7 | EOG | Eog Resources INC | +0.3% | +140.37% | 増加 |
| 8 | MSFT | Microsoft CORP | +0.3% | +16.29% | 増加 |
| 9 | TMO | Thermo Fisher Scientific INC | +0.3% | -1.11% | 減少 |
| 10 | ABBV | Abbvie INC | +0.2% | +4.77% | 増加 |
| 11 | DIS | Walt Disney Co/the | +0.2% | +101.08% | 増加 |
| 12 | STAYUSD | Extended Stay America INC | +0.2% | +2.85% | 増加 |
| 13 | STAG | Stag Industrial INC | +0.2% | -0.32% | 減少 |
| 14 | DHR | Danaher CORP | +0.2% | -0.74% | 減少 |
| 15 | AMZN | Amazon.com INC | +0.1% | +46.09% | 増加 |
| 16 | WY | Weyerhaeuser Co | +0.1% | +4.50% | 増加 |
| 17 | ECL | Ecolab INC | +0.1% | -2.43% | 減少 |
| 18 | AVGO | Broadcom INC | +0.1% | -1.11% | 減少 |
| 19 | GS | Goldman Sachs Group INC | +0.1% | +5.98% | 増加 |
| 20 | VB | Vanguard Small-cap ETF | +0.1% | — | 変化なし |
| 21 | VO | Vanguard Mid-cap ETF | +0.1% | — | 変化なし |
| 22 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.56% | 減少 |
| 23 | VOO | Vanguard S&p 500 ETF | 0% | -0.49% | 減少 |
| 24 | PWR | Quanta Services INC | 0% | -0.15% | 減少 |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | +0.69% | 増加 |
| 26 | CHD | Church & Dwight Co INC | 0% | -1.19% | 減少 |
| 27 | ROBO | Robo Global Robotics And Aut | 0% | -6.40% | 減少 |
| 28 | V | Visa Inc-class A Shares | 0% | — | 変化なし |
| 29 | CSCO | Cisco Systems INC | — | -1.37% | 減少 |
| 30 | AMGN | Amgen INC | — | — | 変化なし |
| 31 | VHT | Vanguard Health Care ETF | 0% | — | 変化なし |
| 32 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.10% | 増加 |
| 33 | MTD | Mettler-toledo International | 0% | -0.82% | 減少 |
| 34 | ORCL | Oracle CORP | -0.1% | -0.87% | 減少 |
| 35 | CMCSA | Comcast Corp-class A | -0.1% | -0.50% | 減少 |
| 36 | BAC | Bank Of America CORP | -0.1% | -0.92% | 減少 |
| 37 | PEP | Pepsico INC | -0.1% | -0.86% | 減少 |
| 38 | MFC | Manulife Financial CORP | -0.1% | +0.11% | 増加 |
| 39 | OLED | Universal Display CORP | -0.1% | +0.40% | 増加 |
| 40 | WFC | Wells Fargo & Co | -0.1% | -96.41% | 減少 |
| 41 | EW | Edwards Lifesciences CORP | -0.2% | +197.64% | 増加 |
| 42 | KMI | Kinder Morgan INC | -0.3% | -0.20% | 減少 |
| 43 | PFE | Pfizer INC | -0.3% | -16.91% | 減少 |
| 44 | HBAN | Huntington Bancshares INC | -0.4% | -34.79% | 減少 |
| 45 | ✓ | Mellanox Technologies LTD | — | EXIT | 全売却 |
| 46 | SF | Stifel Financial CORP | — | NEW | 新規購入 |
| 47 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 48 | BFAM | Bright Horizons Family Solut | — | NEW | 新規購入 |
| 49 | RTX | Rtx CORP | — | NEW | 新規購入 |
| 50 | ✓ | — | EXIT | 全売却 |