CIK: 0001894484
申告総資産額
$7.6億
上位200銘柄を表示中（全228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 | WMT | Walmart INC | 株式-生活必需品 | 8.68% | -1.52% | -0.08% | |
| 2 | IAU | Ishares Gold Trust | ETF-コモディティ | 4.77% | -2.25% | +4.29% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.43% | -1.25% | +2.68% | |
| 4 | ET | Energy Transfer LP | 株式-エネルギー | 2.94% | — | +4.76% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-その他 | 2.58% | — | +47.95% | |
| 6 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 2.56% | — | — | |
| 7 | AAPL | Apple INC | 株式-IT | 2.54% | +0.08% | -0.81% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.49% | — | -3.05% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.27% | +0.34% | -13.48% | |
| 10 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 2.13% | — | +45.28% | |
| 11 | AMLP | Alerian Mlp ETF | ETF-その他 | 2.12% | — | +5.24% | |
| 12 | UNP | Union Pacific CORP | 株式-資本財 | 2.00% | +0.04% | +0.39% | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.86% | -0.51% | -3.23% | |
| 14 | XLE | Ss Energy Select Sector | ETF-その他 | 1.50% | +0.45% | +5.73% | |
| 15 | AJG | Arthur J Gallagher & Co | 株式-金融 | 1.46% | — | -2.58% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.42% | -0.24% | +1.47% | |
| 17 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 1.41% | +0.04% | -3.35% | |
| 18 | AIRR | First Trust Rba American Ind | ETF-その他 | 1.40% | +0.91% | — | |
| 19 | MDT | Medtronic plc | 株式-ヘルスケア | 1.29% | — | -0.05% | |
| 20 | CAT | Caterpillar INC | 株式-資本財 | 1.22% | +0.65% | -2.83% | |
| 21 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.18% | -0.16% | -2.40% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.17% | — | +0.08% | |
| 23 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.14% | -0.24% | +5.48% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.12% | — | -20.02% | |
| 25 | SJB | Proshares Short High Yield | ETF-ハイイールド債 | 1.11% | — | +4.42% | |
| 26 | WMB | Williams Cos INC | 株式-エネルギー | 1.08% | — | -6.31% | |
| 27 | URA | Global X Uranium ETF | ETF-その他 | 1.03% | — | +4.01% | |
| 28 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.03% | — | -3.04% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 1.01% | — | -2.80% | |
| 30 | LNG | Cheniere Energy INC | 株式-エネルギー | 1.01% | -0.23% | +9.55% | |
| 31 | DE | Deere & Co | 株式-資本財 | 0.96% | +0.03% | -0.05% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.95% | +0.14% | -0.31% | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.94% | — | -2.08% | |
| 34 | APH | Amphenol Corp-cl A | 株式-IT | 0.88% | +0.32% | -3.03% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.85% | — | +5.70% | |
| 36 | AMP | Ameriprise Financial INC | 株式-金融 | 0.84% | — | -3.40% | |
| 37 | ITW | Illinois Tool Works | 株式-資本財 | 0.82% | — | -3.32% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.82% | — | -1.05% | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.77% | — | -2.38% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.75% | -0.18% | -3.72% | |
| 41 | INTU | Intuit INC | 株式-IT | 0.75% | — | -1.52% | |
| 42 | KR | Kroger Co | 株式-生活必需品 | 0.75% | -0.20% | -0.81% | |
| 43 | ROP | Roper Technologies INC | 株式-IT | 0.74% | — | -1.83% | |
| 44 | CME | Cme Group INC | 株式-金融 | 0.69% | -0.24% | -2.76% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.66% | — | -1.82% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | -4.20% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.62% | — | +3.42% | |
| 48 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.60% | — | +0.59% | |
| 49 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.58% | — | +408.65% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | — | +5.13% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPHD | Invesco S&p 500 High Dividen | +2.6% | NEW | 新規購入 |
| 2 | AIRR | First Trust Rba American Ind | +1.4% | NEW | 新規購入 |
| 3 | WMT | Walmart INC | +1% | -0.08% | 減少 |
| 4 | CGDV | Cap Group Dividend Value | +0.8% | +47.95% | 増加 |
| 5 | INFL | Horizon Kinetics Infl Benef | +0.7% | +45.28% | 増加 |
| 6 | ET | Energy Transfer LP | +0.7% | +4.76% | 増加 |
| 7 | LNG | Cheniere Energy INC | +0.2% | +9.55% | 増加 |
| 8 | IAU | Ishares Gold Trust | +0.2% | +4.29% | 増加 |
| 9 | AMZN | Amazon.com INC | +0.2% | +0.08% | 増加 |
| 10 | AAPL | Apple INC | +0.2% | -0.81% | 減少 |
| 11 | AMLP | Alerian Mlp ETF | +0.2% | +5.24% | 増加 |
| 12 | NVDA | Nvidia CORP | +0.2% | +32.71% | 増加 |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -0.31% | 減少 |
| 14 | BMO | Bank Of Montreal | +0.1% | NEW | 新規購入 |
| 15 | WMB | Williams Cos INC | +0.1% | -6.31% | 減少 |
| 16 | GE | General Electric | +0.1% | +54.03% | 増加 |
| 17 | EPD | Enterprise Products Partners | +0.1% | NEW | 新規購入 |
| 18 | EOG | Eog Resources INC | +0.1% | NEW | 新規購入 |
| 19 | ASML | ASML Holding N.V. | +0.1% | +56.34% | 増加 |
| 20 | AMP | Ameriprise Financial INC | +0.1% | -3.40% | 減少 |
| 21 | UBER | Uber Technologies INC | +0.1% | +64.47% | 増加 |
| 22 | COST | Costco Wholesale CORP | +0.1% | +204.09% | 増加 |
| 23 | NOW | Servicenow INC | +0.1% | +1.39% | 増加 |
| 24 | KO | Coca-cola Co/the | -0.1% | +3.42% | 増加 |
| 25 | GLD | Spdr Gold Shares | -0.1% | -3.23% | 減少 |
| 26 | ROP | Roper Technologies INC | -0.1% | -1.83% | 減少 |
| 27 | QCOM | Qualcomm INC | -0.1% | -8.79% | 減少 |
| 28 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -1.82% | 減少 |
| 29 | LEA | Lear CORP | -0.1% | EXIT | 全売却 |
| 30 | NUE | Nucor CORP | -0.1% | -1.89% | 減少 |
| 31 | VLO | Valero Energy CORP | -0.1% | -7.43% | 減少 |
| 32 | ICE | Intercontinental Exchange In | -0.1% | -7.90% | 減少 |
| 33 | BTI | British American Tob-sp Adr | -0.1% | -67.15% | 減少 |
| 34 | D | Dominion Energy INC | -0.1% | EXIT | 全売却 |
| 35 | FFEB | Ft Vest US Equity Buffer ETF | -0.1% | EXIT | 全売却 |
| 36 | FLRN | Ss Spdr Bb Ig Float Rt ETF | -0.1% | EXIT | 全売却 |
| 37 | CAT | Caterpillar INC | -0.1% | -2.83% | 減少 |
| 38 | MSFT | Microsoft CORP | -0.1% | -3.05% | 減少 |
| 39 | DHR | Danaher CORP | -0.1% | -1.38% | 減少 |
| 40 | GDX | Vaneck Gold Miners ETF | -0.1% | +5.48% | 増加 |
| 41 | UNP | Union Pacific CORP | -0.1% | +0.39% | 増加 |
| 42 | SHW | Sherwin-williams Co/the | -0.2% | -3.04% | 減少 |
| 43 | MDT | Medtronic plc | -0.2% | -0.05% | 減少 |
| 44 | BCE | Bce INC | -0.2% | EXIT | 全売却 |
| 45 | XOM | Exxon Mobil CORP | -0.2% | +2.68% | 増加 |
| 46 | TMO | Thermo Fisher Scientific INC | -0.2% | -2.08% | 減少 |
| 47 | DOW | Dow INC | -0.2% | -8.48% | 減少 |
| 48 | JNJ | Johnson & Johnson | -0.4% | -20.02% | 減少 |
| 49 | LLY | Eli Lilly & Co | -0.7% | -13.48% | 減少 |
| 50 | IVOL | Quadratic Int Rte Vol Infl H | -1.8% | EXIT | 全売却 |