CIK: 0001740839
申告総資産額
$2.4億
上位200銘柄を表示中（全351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 | 7.51% | -0.49% | -1.36% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 4.19% | -0.42% | +0.31% | |
| 3 | HD | Home Depot INC | 株式-一般消費財 | 3.99% | -0.10% | -0.31% | |
| 4 | BAC | Bank Of America CORP | 株式-金融 | 2.84% | -0.24% | -1.79% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.83% | -0.13% | -5.48% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.55% | -0.17% | -6.21% | |
| 7 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.40% | — | -0.56% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.35% | -0.41% | -0.26% | |
| 9 | NFLX | Netflix INC | 株式-通信サービス | 2.24% | — | — | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.24% | -0.09% | -0.42% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.05% | — | +0.19% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.00% | -0.14% | — | |
| 13 | CPRX | Catalyst Pharmaceuticals INC | 株式-ヘルスケア | 1.81% | +0.26% | +14.71% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.80% | — | +2.14% | |
| 15 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.68% | — | — | |
| 16 | SHOP | Shopify INC - Class A | 株式-IT | 1.60% | -0.11% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.57% | -0.10% | -2.16% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.55% | -0.24% | — | |
| 19 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.43% | -0.12% | — | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.34% | — | — | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.30% | +0.18% | +0.24% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 1.29% | -0.17% | — | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.27% | +0.44% | — | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 1.17% | +0.15% | +8.42% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 1.16% | +0.20% | +0.47% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.02% | — | -2.16% | |
| 27 | BCIC | Bcp Investment CORP | 株式-その他 | 0.97% | — | — | |
| 28 | SCM | Stellus Capital Investment C | 株式-その他 | 0.87% | -0.10% | — | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.87% | — | — | |
| 30 | CAT | Caterpillar INC | 株式-資本財 | 0.87% | +0.35% | -5.87% | |
| 31 | MTZ | Mastec INC | 株式-資本財 | 0.87% | +0.83% | — | |
| 32 | WHF | Whitehorse Finance INC | 株式-その他 | 0.86% | — | — | |
| 33 | RSG | Republic Services INC | 株式-資本財 | 0.84% | — | — | |
| 34 | IRM | Iron Mountain INC | 株式-不動産 | 0.79% | +0.13% | — | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.73% | — | — | |
| 36 | EARN | Ellington Credit Co | 株式-その他 | 0.70% | — | — | |
| 37 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.69% | — | — | |
| 38 | XYZ | Block INC | 株式-金融 | 0.69% | — | — | |
| 39 | DE | Deere & Co | 株式-資本財 | 0.68% | +0.11% | — | |
| 40 | DUK | Duke Energy CORP | 株式-公益事業 | 0.67% | — | — | |
| 41 | BA | Boeing Co/the | 株式-資本財 | 0.67% | — | +6.07% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.67% | — | — | |
| 43 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.60% | — | -0.82% | |
| 44 | PYPL | Paypal Holdings INC | 株式-金融 | 0.60% | — | +7.72% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.57% | — | +8.89% | |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.57% | — | — | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.55% | — | -1.81% | |
| 48 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.54% | — | — | |
| 49 | OXM | Oxford Industries INC | 株式-その他 | 0.51% | — | +1.81% | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.51% | +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 | +1% | +0.31% | 増加 |
| 2 | AAPL | Apple INC | +0.9% | -1.36% | 減少 |
| 3 | HD | Home Depot INC | +0.5% | -0.31% | 減少 |
| 4 | CPRX | Catalyst Pharmaceuticals INC | +0.5% | +14.71% | 増加 |
| 5 | DOCU | Docusign INC | +0.4% | +1010.40% | 増加 |
| 6 | MTTR* | Matterport INC | +0.4% | NEW | 新規購入 |
| 7 | PFE | Pfizer INC | +0.4% | +2.14% | 増加 |
| 8 | MO | Altria Group INC | +0.4% | +369.77% | 増加 |
| 9 | MSFT | Microsoft CORP | +0.2% | -0.26% | 減少 |
| 10 | UPST | Upstart Holdings INC | +0.2% | +466.04% | 増加 |
| 11 | PG | Procter & Gamble Co/the | +0.1% | +0.19% | 増加 |
| 12 | F | Ford Motor Co | +0.1% | +7.41% | 増加 |
| 13 | COST | Costco Wholesale CORP | +0.1% | +175.14% | 増加 |
| 14 | IRM | Iron Mountain INC | +0.1% | — | 変化なし |
| 15 | FCX | Freeport-mcmoran INC | +0.1% | — | 変化なし |
| 16 | CP | Canadian Pacific Kansa F | +0.1% | NEW | 新規購入 |
| 17 | IVW | Ishares S&p 500 Growth ETF | +0.1% | — | 変化なし |
| 18 | CVX | Chevron CORP | +0.1% | — | 変化なし |
| 19 | TGT | Target CORP | +0.1% | +54.69% | 増加 |
| 20 | KO | Coca-cola Co/the | +0.1% | — | 変化なし |
| 21 | RSG | Republic Services INC | +0.1% | — | 変化なし |
| 22 | ABBV | Abbvie INC | +0.1% | — | 変化なし |
| 23 | WMT | Walmart INC | 0% | +8.42% | 増加 |
| 24 | UNH | Unitedhealth Group INC | 0% | — | 変化なし |
| 25 | CSX | Csx CORP | 0% | — | 変化なし |
| 26 | NSC | Norfolk Southern CORP | 0% | — | 変化なし |
| 27 | STWD | Starwood Property Trust INC | 0% | +19.78% | 増加 |
| 28 | NKE | Nike INC -cl B | 0% | -0.82% | 減少 |
| 29 | MCD | Mcdonald's CORP | 0% | -0.56% | 減少 |
| 30 | MDLZ | Mondelez International Inc-a | 0% | — | 変化なし |
| 31 | OXM | Oxford Industries INC | 0% | +1.81% | 増加 |
| 32 | VYM | Vanguard High Dvd Yield ETF | 0% | — | 変化なし |
| 33 | IVE | Ishares S&p 500 Value ETF | 0% | — | 変化なし |
| 34 | JNJ | Johnson & Johnson | 0% | +0.24% | 増加 |
| 35 | GOOGL | Alphabet Inc-cl A | -0.1% | -2.16% | 減少 |
| 36 | DVAX | Dynavax Technologies CORP | -0.1% | -4.18% | 減少 |
| 37 | KSUEUR | Kansas City Southern | -0.1% | EXIT | 全売却 |
| 38 | SSO | Proshares Ultra S&p500 | -0.1% | -3.64% | 減少 |
| 39 | PLTR | Palantir Technologies Inc-a | -0.1% | +4.81% | 増加 |
| 40 | TWTRUSD | Twitter INC | -0.1% | -50.00% | 減少 |
| 41 | VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | -0.1% | +2.50% | 増加 |
| 42 | 6D8 | Dupont De Nemours INC | -0.2% | -86.55% | 減少 |
| 43 | UP | Wheels Up Experience Inc. | -0.2% | -4.43% | 減少 |
| 44 | BAC | Bank Of America CORP | -0.2% | -1.79% | 減少 |
| 45 | GOOG | Alphabet Inc-cl C | -0.2% | -5.48% | 減少 |
| 46 | PYPL | Paypal Holdings INC | -0.2% | +7.72% | 増加 |
| 47 | JPM | Jpmorgan Chase & Co | -0.3% | -0.42% | 減少 |
| 48 | DKNG1USD | Draftkings Holdings INC | -0.4% | -8.05% | 減少 |
| 49 | AMZN | Amazon.com INC | -0.4% | -6.21% | 減少 |
| 50 | XYZ | Block INC | -0.4% | — | 変化なし |