CIK: 0001476225
申告総資産額
$7.3億
上位200銘柄を表示中（全642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 | 5.23% | — | -2.98% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.50% | — | +300.77% | |
| 3 | OLED | Universal Display CORP | 株式-IT | 4.07% | — | -1.10% | |
| 4 | MTD | Mettler-toledo International | 株式-ヘルスケア | 3.85% | — | -1.77% | |
| 5 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.84% | — | -2.10% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 2.92% | — | -1.17% | |
| 7 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.87% | — | -1.45% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.76% | — | +102.77% | |
| 9 | KMI | Kinder Morgan INC | 株式-エネルギー | 2.53% | — | -0.02% | |
| 10 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.31% | — | -0.47% | |
| 11 | AKAM | Akamai Technologies INC | 株式-IT | 2.19% | — | -2.29% | |
| 12 | DHR | Danaher CORP | 株式-ヘルスケア | 2.11% | — | -1.60% | |
| 13 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.90% | — | -0.53% | |
| 14 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.77% | — | -0.74% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.63% | — | -1.12% | |
| 16 | STAG | Stag Industrial INC | 株式-不動産 | 1.60% | — | +0.22% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 1.54% | — | -1.06% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.46% | — | -1.31% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.41% | — | +6.86% | |
| 20 | ORCL | Oracle CORP | 株式-IT | 1.38% | — | -1.59% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.33% | — | +23.62% | |
| 22 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 1.25% | — | +3.83% | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 1.21% | — | -1.43% | |
| 24 | MFC | Manulife Financial CORP | 株式-金融 | 1.19% | — | -0.03% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 1.18% | — | -1.49% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 1.17% | — | -0.18% | |
| 27 | HAS | Hasbro INC | 株式-一般消費財 | 1.11% | — | +1.91% | |
| 28 | PWR | Quanta Services INC | 株式-資本財 | 0.92% | — | -0.60% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.91% | — | +0.26% | |
| 30 | WY | Weyerhaeuser Co | 株式-不動産 | 0.91% | — | +2.48% | |
| 31 | INDB | Independent Bank Corp/ma | 株式-その他 | 0.85% | — | — | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | — | +9.22% | |
| 33 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.82% | — | -1.10% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.82% | — | +1.28% | |
| 35 | ECL | Ecolab INC | 株式-素材 | 0.79% | — | +0.99% | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.77% | — | +12.62% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.76% | — | -0.05% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.73% | — | — | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.71% | — | — | |
| 40 | STAYUSD | Extended Stay America INC | 株式-その他 | 0.68% | — | +1.74% | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.68% | — | +0.49% | |
| 42 | AQUAUSD | Evoqua Water Technologies Co | 株式-その他 | 0.63% | — | +65.08% | |
| 43 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.63% | — | — | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | — | +4.38% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.63% | — | -0.24% | |
| 46 | BOTZ | Global X Robotics & Artifici | ETF-その他 | 0.61% | — | +0.17% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | +25.82% | |
| 48 | ROBO | Robo Global Robotics And Aut | ETF-その他 | 0.59% | — | +0.79% | |
| 49 | AVGO | Broadcom INC | 株式-IT | 0.56% | — | +1.57% | |
| 50 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.55% | — | -1.39% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | +1.3% | +102.77% | 増加 |
| 2 | QCOM | Qualcomm INC | +0.6% | -2.98% | 減少 |
| 3 | AAPL | Apple INC | +0.6% | +300.77% | 増加 |
| 4 | BSV | Vanguard Short-term Bond ETF | +0.5% | +390850.00% | 増加 |
| 5 | OLED | Universal Display CORP | +0.3% | -1.10% | 減少 |
| 6 | TMO | Thermo Fisher Scientific INC | +0.3% | -2.10% | 減少 |
| 7 | AQUAUSD | Evoqua Water Technologies Co | +0.3% | +65.08% | 増加 |
| 8 | FTAIEUR | Fortress Transportation-cl A | +0.2% | +160.62% | 増加 |
| 9 | MTD | Mettler-toledo International | +0.2% | -1.77% | 減少 |
| 10 | PEP | Pepsico INC | +0.2% | +23.62% | 増加 |
| 11 | PWR | Quanta Services INC | +0.2% | -0.60% | 減少 |
| 12 | DHR | Danaher CORP | +0.2% | -1.60% | 減少 |
| 13 | PG | Procter & Gamble Co/the | +0.1% | +25.82% | 増加 |
| 14 | BFAM | Bright Horizons Family Solut | +0.1% | +39.58% | 増加 |
| 15 | DLR | Digital Realty Trust INC | +0.1% | +8349.35% | 増加 |
| 16 | CMCSA | Comcast Corp-class A | +0.1% | -0.47% | 減少 |
| 17 | CHD | Church & Dwight Co INC | +0.1% | -0.74% | 減少 |
| 18 | WY | Weyerhaeuser Co | +0.1% | +2.48% | 増加 |
| 19 | HON | Honeywell International INC | +0.1% | +295.03% | 増加 |
| 20 | MRK | Merck & Co. INC. | +0.1% | +94.22% | 増加 |
| 21 | PFE | Pfizer INC | +0.1% | +12.62% | 増加 |
| 22 | TT | Trane Technologies plc | +0.1% | -1.38% | 減少 |
| 23 | KEYS | Keysight Technologies In | +0.1% | +194.18% | 増加 |
| 24 | EW | Edwards Lifesciences CORP | +0.1% | -1.45% | 減少 |
| 25 | SF | Stifel Financial CORP | +0.1% | +22.62% | 増加 |
| 26 | SBUX | Starbucks CORP | +0.1% | +9.53% | 増加 |
| 27 | JNJ | Johnson & Johnson | 0% | +9.22% | 増加 |
| 28 | BOTZ | Global X Robotics & Artifici | 0% | +0.17% | 増加 |
| 29 | AVGO | Broadcom INC | 0% | +1.57% | 増加 |
| 30 | CNI | Canadian Natl Railway Co | 0% | -0.39% | 減少 |
| 31 | ENTG | Entegris INC | 0% | — | 変化なし |
| 32 | JECUSD | Jacobs Engineering Group INC | 0% | +3.83% | 増加 |
| 33 | NEE | Nextera Energy INC | 0% | -1.43% | 減少 |
| 34 | HAS | Hasbro INC | 0% | +1.91% | 増加 |
| 35 | MDLZ | Mondelez International Inc-a | — | -1.10% | 減少 |
| 36 | HD | Home Depot INC | -0.1% | -1.17% | 減少 |
| 37 | AMGN | Amgen INC | -0.1% | -0.18% | 減少 |
| 38 | NXPI | NXP Semiconductors N.V. | -0.1% | -0.53% | 減少 |
| 39 | VOO | Vanguard S&p 500 ETF | -0.1% | -1.31% | 減少 |
| 40 | ORCL | Oracle CORP | -0.1% | -1.59% | 減少 |
| 41 | STAG | Stag Industrial INC | -0.1% | +0.22% | 増加 |
| 42 | EOG | Eog Resources INC | -0.2% | +2.57% | 増加 |
| 43 | ARMK | Aramark | -0.2% | -97.16% | 減少 |
| 44 | ABBV | Abbvie INC | -0.2% | +6.86% | 増加 |
| 45 | CSCO | Cisco Systems INC | -0.3% | +0.26% | 増加 |
| 46 | INDB | Independent Bank Corp/ma | -0.4% | — | 変化なし |
| 47 | VHT | Vanguard Health Care ETF | -0.5% | -58.44% | 減少 |
| 48 | KMI | Kinder Morgan INC | -1% | -0.02% | 減少 |
| 49 | AVGO 8 09-30-22 A | Broadcom INC | — | EXIT | 全売却 |
| 50 | NFE | New Fortress Energy INC | — | EXIT | 全売却 |