CIK: 0001740839
申告総資産額
$2.4億
上位200銘柄を表示中（全356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 | 6.64% | -0.49% | -1.31% | |
| 2 | HD | Home Depot INC | 株式-一般消費財 | 3.47% | -0.10% | -1.70% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 3.22% | -0.42% | +299.66% | |
| 4 | BAC | Bank Of America CORP | 株式-金融 | 3.02% | -0.24% | +0.15% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.02% | -0.13% | +5.80% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.93% | -0.17% | +17.22% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.55% | -0.09% | -1.71% | |
| 8 | NFLX | Netflix INC | 株式-通信サービス | 2.49% | — | -5.04% | |
| 9 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.38% | — | -0.85% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.16% | -0.41% | +3.93% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.94% | -0.14% | — | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.92% | — | -1.08% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.75% | -0.24% | -0.95% | |
| 14 | SHOP | Shopify INC - Class A | 株式-IT | 1.73% | -0.11% | -1.01% | |
| 15 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.63% | — | -1.22% | |
| 16 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.63% | -0.12% | -0.51% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.62% | -0.10% | -1.38% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 1.41% | — | -0.40% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.37% | — | — | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 1.37% | -0.17% | -0.66% | |
| 21 | CPRX | Catalyst Pharmaceuticals INC | 株式-ヘルスケア | 1.35% | +0.26% | +14.50% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.34% | +0.18% | -1.47% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 1.31% | +0.20% | -1.06% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.21% | +0.44% | +0.89% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 1.13% | +0.15% | -0.32% | |
| 26 | XYZ | Block INC | 株式-金融 | 1.12% | — | +1.70% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.08% | — | — | |
| 28 | BCIC | Bcp Investment CORP | 株式-その他 | 1.05% | — | — | |
| 29 | SCM | Stellus Capital Investment C | 株式-その他 | 0.96% | -0.10% | -1.36% | |
| 30 | CAT | Caterpillar INC | 株式-資本財 | 0.94% | +0.35% | +30.72% | |
| 31 | WHF | Whitehorse Finance INC | 株式-その他 | 0.93% | — | -1.06% | |
| 32 | MTZ | Mastec INC | 株式-資本財 | 0.89% | +0.83% | +7.86% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.88% | — | — | |
| 34 | PYPL | Paypal Holdings INC | 株式-金融 | 0.84% | — | +14.54% | |
| 35 | EARN | Ellington Credit Co | 株式-その他 | 0.82% | — | -1.23% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.80% | — | -4.97% | |
| 37 | RSG | Republic Services INC | 株式-資本財 | 0.79% | — | — | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.78% | — | -0.50% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.76% | — | +15.44% | |
| 40 | DE | Deere & Co | 株式-資本財 | 0.73% | +0.11% | -1.47% | |
| 41 | IRM | Iron Mountain INC | 株式-不動産 | 0.72% | +0.13% | — | |
| 42 | DUK | Duke Energy CORP | 株式-公益事業 | 0.69% | — | — | |
| 43 | DKNG1USD | Draftkings Holdings INC | 株式-その他 | 0.68% | — | -4.40% | |
| 44 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.67% | — | — | |
| 45 | T | At&t INC | 株式-通信サービス | 0.63% | — | — | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.59% | — | — | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.59% | — | — | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.58% | — | -4.85% | |
| 49 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.57% | — | -1.30% | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.55% | +0.15% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.4% | +299.66% | 増加 |
| 2 | JEPI | Jpmorgan Equity Premium Inco | +1.1% | NEW | 新規購入 |
| 3 | BCIC | Bcp Investment CORP | +1.1% | NEW | 新規購入 |
| 4 | UP | Wheels Up Experience Inc. | +0.4% | NEW | 新規購入 |
| 5 | PLTR | Palantir Technologies Inc-a | +0.4% | +980.00% | 増加 |
| 6 | GXO | Gxo Logistics INC | +0.2% | NEW | 新規購入 |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +5.80% | 増加 |
| 8 | AMZN | Amazon.com INC | +0.2% | +17.22% | 増加 |
| 9 | CMG | Chipotle Mexican Grill INC | +0.2% | -0.51% | 減少 |
| 10 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | +311.76% | 増加 |
| 11 | NFLX | Netflix INC | +0.1% | -5.04% | 減少 |
| 12 | UPST | Upstart Holdings INC | +0.1% | NEW | 新規購入 |
| 13 | CAT | Caterpillar INC | +0.1% | +30.72% | 増加 |
| 14 | DVAX | Dynavax Technologies CORP | +0.1% | -13.54% | 減少 |
| 15 | MSFT | Microsoft CORP | +0.1% | +3.93% | 増加 |
| 16 | PFE | Pfizer INC | +0.1% | -0.40% | 減少 |
| 17 | VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | +0.1% | +31.01% | 増加 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.38% | 減少 |
| 19 | VUG | Vanguard Growth ETF | +0.1% | +47.36% | 増加 |
| 20 | DOCU | Docusign INC | 0% | +150.00% | 増加 |
| 21 | RSG | Republic Services INC | 0% | — | 変化なし |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +22.73% | 増加 |
| 23 | CPRX | Catalyst Pharmaceuticals INC | — | +14.50% | 増加 |
| 24 | JPM | Jpmorgan Chase & Co | 0% | -1.71% | 減少 |
| 25 | MCD | Mcdonald's CORP | 0% | -0.85% | 減少 |
| 26 | PG | Procter & Gamble Co/the | 0% | -1.08% | 減少 |
| 27 | BAC | Bank Of America CORP | -0.1% | +0.15% | 増加 |
| 28 | META | Meta Platforms Inc-class A | -0.1% | -72.73% | 減少 |
| 29 | GRA1EUR | Wr Grace & Co | -0.1% | EXIT | 全売却 |
| 30 | GILD | Gilead Sciences INC | -0.1% | -16.35% | 減少 |
| 31 | CHMI | Cherry Hill Mortgage Investm | -0.1% | -1.92% | 減少 |
| 32 | FCX | Freeport-mcmoran INC | -0.1% | — | 変化なし |
| 33 | MDLZ | Mondelez International Inc-a | -0.1% | — | 変化なし |
| 34 | DE | Deere & Co | -0.1% | -1.47% | 減少 |
| 35 | EARN | Ellington Credit Co | -0.1% | -1.23% | 減少 |
| 36 | FDX | Fedex CORP | -0.1% | — | 変化なし |
| 37 | GVI | Ishares Intermediate Governm | -0.1% | -60.00% | 減少 |
| 38 | DIS | Walt Disney Co/the | -0.1% | -4.97% | 減少 |
| 39 | JNJ | Johnson & Johnson | -0.1% | -1.47% | 減少 |
| 40 | DKNG1USD | Draftkings Holdings INC | -0.1% | -4.40% | 減少 |
| 41 | VZ | Verizon Communications INC | -0.1% | -1.06% | 減少 |
| 42 | MA | Mastercard INC - A | -0.2% | -0.66% | 減少 |
| 43 | KO | Coca-cola Co/the | -0.2% | -1.22% | 減少 |
| 44 | MTZ | Mastec INC | -0.2% | +7.86% | 増加 |
| 45 | AGG | Ishares Core U.s. Aggregate | -0.2% | -40.00% | 減少 |
| 46 | V | Visa Inc-class A Shares | -0.2% | -0.95% | 減少 |
| 47 | XPO | Xpo INC | -0.2% | -0.92% | 減少 |
| 48 | AAPL | Apple INC | -0.2% | -1.31% | 減少 |
| 49 | SHOP | Shopify INC - Class A | -0.3% | -1.01% | 減少 |
| 50 | KCAPUSD | Portman Ridge Finance CORP | -1.1% | EXIT | 全売却 |