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 | 7.25% | -0.49% | +0.13% | |
| 2 | HD | Home Depot INC | 株式-一般消費財 | 3.41% | -0.10% | +1.57% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.87% | -0.13% | +5.85% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.79% | -0.42% | +1.77% | |
| 5 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.74% | — | -0.32% | |
| 6 | BAC | Bank Of America CORP | 株式-金融 | 2.48% | -0.24% | +0.14% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.40% | -0.41% | +3.64% | |
| 8 | CPRX | Catalyst Pharmaceuticals INC | 株式-ヘルスケア | 2.31% | +0.26% | -0.68% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.29% | — | +0.17% | |
| 10 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.25% | — | +0.32% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.24% | -0.17% | +1904.31% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 2.16% | +0.44% | +5.58% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.00% | -0.09% | — | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.85% | — | -0.96% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.78% | -0.24% | +0.29% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.71% | +0.18% | — | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.69% | -0.14% | — | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.49% | — | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.49% | -0.10% | — | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 1.43% | -0.17% | — | |
| 21 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.43% | -0.12% | — | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.33% | +0.20% | -6.70% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 1.21% | +0.15% | — | |
| 24 | BCIC | Bcp Investment CORP | 株式-その他 | 1.17% | — | — | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.14% | — | — | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.11% | — | +0.94% | |
| 27 | RSG | Republic Services INC | 株式-資本財 | 1.01% | — | — | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.00% | — | — | |
| 29 | CAT | Caterpillar INC | 株式-資本財 | 0.95% | +0.35% | — | |
| 30 | SCM | Stellus Capital Investment C | 株式-その他 | 0.95% | -0.10% | — | |
| 31 | IRM | Iron Mountain INC | 株式-不動産 | 0.93% | +0.13% | — | |
| 32 | WHF | Whitehorse Finance INC | 株式-その他 | 0.91% | — | -2.03% | |
| 33 | DUK | Duke Energy CORP | 株式-公益事業 | 0.87% | — | — | |
| 34 | MTZ | Mastec INC | 株式-資本財 | 0.83% | +0.83% | — | |
| 35 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.82% | — | — | |
| 36 | DE | Deere & Co | 株式-資本財 | 0.76% | +0.11% | — | |
| 37 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.75% | — | — | |
| 38 | RTX | Rtx CORP | 株式-資本財 | 0.72% | +0.15% | — | |
| 39 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.68% | +0.11% | — | |
| 40 | EARN | Ellington Credit Co | 株式-その他 | 0.63% | — | — | |
| 41 | T | At&t INC | 株式-通信サービス | 0.58% | — | — | |
| 42 | NFLX | Netflix INC | 株式-通信サービス | 0.58% | — | -29.36% | |
| 43 | BX | Blackstone INC | 株式-金融 | 0.57% | -0.10% | — | |
| 44 | OXM | Oxford Industries INC | 株式-その他 | 0.57% | — | — | |
| 45 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.56% | +0.11% | — | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.51% | — | -1.22% | |
| 47 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.50% | — | — | |
| 48 | MO | Altria Group INC | 株式-生活必需品 | 0.50% | — | — | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.48% | — | — | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.48% | — | -8.25% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | HD | Home Depot INC | +0.4% | +1.57% | 増加 |
| 2 | MRK | Merck & Co. INC. | +0.3% | +0.94% | 増加 |
| 3 | PG | Procter & Gamble Co/the | +0.3% | +0.17% | 増加 |
| 4 | CVX | Chevron CORP | +0.3% | +5.58% | 増加 |
| 5 | DKNG | Draftkings Inc-cl A | +0.2% | NEW | 新規購入 |
| 6 | LLY | Eli Lilly & Co | +0.2% | +40.86% | 増加 |
| 7 | VZ | Verizon Communications INC | +0.1% | -6.70% | 減少 |
| 8 | V | Visa Inc-class A Shares | +0.1% | +0.29% | 増加 |
| 9 | WBD | Warner Bros Discovery INC | +0.1% | NEW | 新規購入 |
| 10 | MSFT | Microsoft CORP | +0.1% | +3.64% | 増加 |
| 11 | IVE | Ishares S&p 500 Value ETF | +0.1% | — | 変化なし |
| 12 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | — | 変化なし |
| 13 | MA | Mastercard INC - A | +0.1% | — | 変化なし |
| 14 | VYM | Vanguard High Dvd Yield ETF | +0.1% | — | 変化なし |
| 15 | IRM | Iron Mountain INC | +0.1% | — | 変化なし |
| 16 | CPRX | Catalyst Pharmaceuticals INC | 0% | -0.68% | 減少 |
| 17 | WHF | Whitehorse Finance INC | 0% | -2.03% | 減少 |
| 18 | MTZ | Mastec INC | — | — | 変化なし |
| 19 | GOOG | Alphabet Inc-cl C | 0% | +5.85% | 増加 |
| 20 | JPM | Jpmorgan Chase & Co | 0% | — | 変化なし |
| 21 | CMG | Chipotle Mexican Grill INC | 0% | — | 変化なし |
| 22 | IWO | Ishares Russell 2000 Growth | 0% | — | 変化なし |
| 23 | MO | Altria Group INC | 0% | — | 変化なし |
| 24 | WMT | Walmart INC | 0% | — | 変化なし |
| 25 | SCM | Stellus Capital Investment C | 0% | — | 変化なし |
| 26 | SPG | Simon Property Group INC | 0% | +1.40% | 増加 |
| 27 | CAT | Caterpillar INC | 0% | — | 変化なし |
| 28 | NKE | Nike INC -cl B | -0.1% | — | 変化なし |
| 29 | PYPL | Paypal Holdings INC | -0.1% | +7.51% | 増加 |
| 30 | EARN | Ellington Credit Co | -0.1% | — | 変化なし |
| 31 | F | Ford Motor Co | -0.1% | — | 変化なし |
| 32 | IVW | Ishares S&p 500 Growth ETF | -0.1% | — | 変化なし |
| 33 | GOOGL | Alphabet Inc-cl A | -0.1% | — | 変化なし |
| 34 | BX | Blackstone INC | -0.1% | — | 変化なし |
| 35 | SNOW | Snowflake INC | -0.1% | -11.63% | 減少 |
| 36 | DE | Deere & Co | -0.1% | — | 変化なし |
| 37 | MTTR* | Matterport INC | -0.1% | -3.05% | 減少 |
| 38 | DIS | Walt Disney Co/the | -0.2% | -8.25% | 減少 |
| 39 | FCX | Freeport-mcmoran INC | -0.2% | — | 変化なし |
| 40 | DOCU | Docusign INC | -0.2% | -27.84% | 減少 |
| 41 | BA | Boeing Co/the | -0.2% | -14.11% | 減少 |
| 42 | UPST | Upstart Holdings INC | -0.2% | -57.21% | 減少 |
| 43 | DKNG1USD | Draftkings Holdings INC | -0.2% | EXIT | 全売却 |
| 44 | BAC | Bank Of America CORP | -0.2% | +0.14% | 増加 |
| 45 | XYZ | Block INC | -0.3% | — | 変化なし |
| 46 | SHOP | Shopify INC - Class A | -0.4% | +907.68% | 増加 |
| 47 | AAPL | Apple INC | -0.4% | +0.13% | 増加 |
| 48 | AMZN | Amazon.com INC | -0.6% | +1904.31% | 増加 |
| 49 | NFLX | Netflix INC | -0.9% | -29.36% | 減少 |
| 50 | NVDA | Nvidia CORP | -1.3% | +1.77% | 増加 |