CIK: 0001740839
申告総資産額
$2.4億
上位200銘柄を表示中（全360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 | AAPL | Apple INC | 株式-IT | 6.52% | -0.49% | -1.23% | |
| 2 | NFLX | Netflix INC | 株式-通信サービス | 3.36% | — | -1.71% | |
| 3 | HD | Home Depot INC | 株式-一般消費財 | 2.93% | -0.10% | +1.61% | |
| 4 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.79% | — | +0.61% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.72% | -0.17% | -11.73% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.45% | -0.42% | -0.86% | |
| 7 | BAC | Bank Of America CORP | 株式-金融 | 2.39% | -0.24% | — | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.30% | -0.09% | -2.82% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.29% | — | -0.70% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.23% | -0.13% | +3.31% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 2.21% | -0.24% | -0.57% | |
| 12 | SHOP | Shopify INC - Class A | 株式-IT | 2.10% | -0.11% | -4.78% | |
| 13 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.08% | — | — | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 2.03% | -0.41% | -0.74% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.95% | +0.18% | — | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 1.92% | +0.20% | — | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 1.73% | -0.17% | -1.19% | |
| 18 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.62% | -0.12% | -7.62% | |
| 19 | XYZ | Block INC | 株式-金融 | 1.57% | — | -8.68% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 1.54% | — | +1.77% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.52% | -0.14% | +300.00% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 1.47% | +0.15% | -2.79% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.34% | — | -1.75% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.31% | +0.44% | -2.56% | |
| 25 | CAT | Caterpillar INC | 株式-資本財 | 1.25% | +0.35% | — | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.17% | — | -1.25% | |
| 27 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.09% | +0.11% | -1.31% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.08% | — | — | |
| 29 | T | At&t INC | 株式-通信サービス | 1.01% | — | -5.07% | |
| 30 | EARN | Ellington Credit Co | 株式-その他 | 0.92% | — | — | |
| 31 | DKNG1USD | Draftkings Holdings INC | 株式-その他 | 0.91% | — | — | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.88% | -0.10% | -11.76% | |
| 33 | WHF | Whitehorse Finance INC | 株式-その他 | 0.87% | — | -1.32% | |
| 34 | SCM | Stellus Capital Investment C | 株式-その他 | 0.86% | -0.10% | — | |
| 35 | DUK | Duke Energy CORP | 株式-公益事業 | 0.83% | — | — | |
| 36 | HCAP | Harvest Capital Credit CORP | 株式-その他 | 0.82% | — | -1.59% | |
| 37 | CPRX | Catalyst Pharmaceuticals INC | 株式-ヘルスケア | 0.81% | +0.26% | -4.50% | |
| 38 | MTZ | Mastec INC | 株式-資本財 | 0.74% | +0.83% | — | |
| 39 | PYPL | Paypal Holdings INC | 株式-金融 | 0.74% | — | -0.09% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.70% | — | — | |
| 41 | RSG | Republic Services INC | 株式-資本財 | 0.69% | — | — | |
| 42 | IRM | Iron Mountain INC | 株式-不動産 | 0.69% | +0.13% | — | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.66% | — | -7.33% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.65% | — | -7.12% | |
| 45 | RTX | Rtx CORP | 株式-資本財 | 0.64% | +0.15% | — | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.63% | — | — | |
| 47 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.60% | — | — | |
| 48 | CSX | Csx CORP | 株式-資本財 | 0.59% | — | -1.97% | |
| 49 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.58% | — | — | |
| 50 | VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | 株式-その他 | 0.54% | — | +9.06% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +1.1% | +300.00% | 増加 |
| 2 | HCAP | Harvest Capital Credit CORP | +0.4% | -1.59% | 減少 |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | +0.4% | +300.00% | 増加 |
| 4 | JPM | Jpmorgan Chase & Co | +0.3% | -2.82% | 減少 |
| 5 | BAC | Bank Of America CORP | +0.3% | — | 変化なし |
| 6 | DIS | Walt Disney Co/the | +0.3% | -1.25% | 減少 |
| 7 | MTZ | Mastec INC | +0.2% | — | 変化なし |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +3.31% | 増加 |
| 9 | KMI | Kinder Morgan INC | +0.2% | +111.70% | 増加 |
| 10 | WHF | Whitehorse Finance INC | +0.2% | -1.32% | 減少 |
| 11 | AAPL | Apple INC | +0.2% | -1.23% | 減少 |
| 12 | XYZ | Block INC | +0.2% | -8.68% | 減少 |
| 13 | CAT | Caterpillar INC | +0.1% | — | 変化なし |
| 14 | FCX | Freeport-mcmoran INC | +0.1% | -14.01% | 減少 |
| 15 | SCM | Stellus Capital Investment C | +0.1% | — | 変化なし |
| 16 | XPO | Xpo INC | +0.1% | — | 変化なし |
| 17 | NEE | Nextera Energy INC | +0.1% | +300.00% | 増加 |
| 18 | OXM | Oxford Industries INC | +0.1% | -4.82% | 減少 |
| 19 | RTX | Rtx CORP | +0.1% | — | 変化なし |
| 20 | IWO | Ishares Russell 2000 Growth | +0.1% | — | 変化なし |
| 21 | CIM | Chimera Investment Corporation | +0.1% | +12.45% | 増加 |
| 22 | C | Citigroup INC | +0.1% | — | 変化なし |
| 23 | EARN | Ellington Credit Co | +0.1% | — | 変化なし |
| 24 | IWN | Ishares Russell 2000 Value E | +0.1% | — | 変化なし |
| 25 | STWD | Starwood Property Trust INC | +0.1% | — | 変化なし |
| 26 | PYPL | Paypal Holdings INC | +0.1% | -0.09% | 減少 |
| 27 | BA | Boeing Co/the | +0.1% | -7.12% | 減少 |
| 28 | DE | Deere & Co | +0.1% | +1.86% | 増加 |
| 29 | ABBV | Abbvie INC | +0.1% | — | 変化なし |
| 30 | CVX | Chevron CORP | 0% | -2.56% | 減少 |
| 31 | GWPH | Gw Pharmaceuticals LTD | 0% | +5.71% | 増加 |
| 32 | IVE | Ishares S&p 500 Value ETF | 0% | — | 変化なし |
| 33 | VYM | Vanguard High Dvd Yield ETF | 0% | — | 変化なし |
| 34 | CSX | Csx CORP | 0% | -1.97% | 減少 |
| 35 | KO | Coca-cola Co/the | 0% | — | 変化なし |
| 36 | V | Visa Inc-class A Shares | 0% | -0.57% | 減少 |
| 37 | JNJ | Johnson & Johnson | -0.1% | — | 変化なし |
| 38 | SHOP | Shopify INC - Class A | -0.1% | -4.78% | 減少 |
| 39 | MSFT | Microsoft CORP | -0.1% | -0.74% | 減少 |
| 40 | TSCO | Tractor Supply Company | -0.1% | -28.13% | 減少 |
| 41 | MA | Mastercard INC - A | -0.1% | -1.19% | 減少 |
| 42 | KR | Kroger Co | -0.1% | -96.30% | 減少 |
| 43 | NFLX | Netflix INC | -0.1% | -1.71% | 減少 |
| 44 | LMT | Lockheed Martin CORP | -0.2% | -1.31% | 減少 |
| 45 | VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | -0.3% | +9.06% | 増加 |
| 46 | DKNG1USD | Draftkings Holdings INC | -0.4% | — | 変化なし |
| 47 | NVDA | Nvidia CORP | -0.4% | -0.86% | 減少 |
| 48 | HD | Home Depot INC | -0.4% | +1.61% | 増加 |
| 49 | AMZN | Amazon.com INC | -0.6% | -11.73% | 減少 |
| 50 | VTRS | Viatris INC | — | NEW | 新規購入 |