CIK: 0001740839
申告総資産額
$2.4億
上位200銘柄を表示中（全444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 | NVDA | Nvidia CORP | 株式-IT | 8.83% | -0.42% | -1.73% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.48% | -0.49% | +6.68% | |
| 3 | CPRX | Catalyst Pharmaceuticals INC | 株式-ヘルスケア | 4.20% | +0.26% | -2.27% | |
| 4 | HD | Home Depot INC | 株式-一般消費財 | 3.07% | -0.10% | -0.15% | |
| 5 | PLTR | Palantir Technologies Inc-a | 株式-IT | 2.98% | -1.22% | -1.33% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.66% | -0.13% | — | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.64% | -0.17% | +0.14% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.57% | -0.09% | -0.22% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.31% | -0.41% | -2.07% | |
| 10 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.10% | — | -2.18% | |
| 11 | BAC | Bank Of America CORP | 株式-金融 | 2.07% | -0.24% | -0.52% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.83% | -0.24% | — | |
| 13 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.82% | -0.12% | -6.98% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.76% | — | -0.46% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.71% | -0.14% | — | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.56% | +0.15% | -0.56% | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 1.51% | -0.17% | -0.84% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.47% | -0.10% | — | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 1.42% | +0.44% | -1.55% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.34% | — | -1.88% | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 1.33% | +0.35% | -0.65% | |
| 22 | IRM | Iron Mountain INC | 株式-不動産 | 1.25% | +0.13% | +0.16% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.23% | — | — | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 1.15% | — | — | |
| 25 | MTZ | Mastec INC | 株式-資本財 | 1.01% | +0.83% | — | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.00% | — | -1.18% | |
| 27 | RSG | Republic Services INC | 株式-資本財 | 0.95% | — | -2.01% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.94% | +0.18% | +0.56% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.92% | -0.20% | +25.55% | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 0.87% | — | +42.38% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.86% | — | +2.56% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.76% | — | — | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | +0.20% | +1.70% | |
| 34 | DE | Deere & Co | 株式-資本財 | 0.72% | +0.11% | — | |
| 35 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.68% | +0.11% | -4.62% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.67% | — | +1.79% | |
| 37 | SCM | Stellus Capital Investment C | 株式-その他 | 0.65% | -0.10% | -3.67% | |
| 38 | DUK | Duke Energy CORP | 株式-公益事業 | 0.65% | — | -2.38% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.62% | — | +0.31% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | — | +18.68% | |
| 41 | UBER | Uber Technologies INC | 株式-資本財 | 0.51% | — | -5.93% | |
| 42 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.50% | +0.11% | +3.65% | |
| 43 | BCIC | Bcp Investment CORP | 株式-その他 | 0.49% | — | -1.53% | |
| 44 | RTX | Rtx CORP | 株式-資本財 | 0.49% | +0.15% | +3.57% | |
| 45 | SHOP | Shopify INC - Class A | 株式-IT | 0.48% | -0.11% | -4.06% | |
| 46 | GEV | GE Vernova INC | 株式-資本財 | 0.48% | +0.33% | — | |
| 47 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.45% | -0.21% | -1.95% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.44% | — | -7.67% | |
| 49 | BX | Blackstone INC | 株式-金融 | 0.44% | -0.10% | -2.14% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.42% | — | +32.01% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +1.4% | -1.33% | 減少 |
| 2 | AAPL | Apple INC | +0.7% | +6.68% | 増加 |
| 3 | NVDA | Nvidia CORP | +0.3% | -1.73% | 減少 |
| 4 | BA | Boeing Co/the | +0.3% | +42.38% | 増加 |
| 5 | AMZN | Amazon.com INC | +0.3% | +0.14% | 増加 |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | — | 変化なし |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -0.22% | 減少 |
| 8 | NFLX | Netflix INC | +0.2% | — | 変化なし |
| 9 | V | Visa Inc-class A Shares | +0.2% | — | 変化なし |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | +0.2% | NEW | 新規購入 |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.1% | NEW | 新規購入 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 変化なし |
| 13 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | -1.95% | 減少 |
| 14 | BAC | Bank Of America CORP | +0.1% | -0.52% | 減少 |
| 15 | WMT | Walmart INC | +0.1% | -0.56% | 減少 |
| 16 | GEV | GE Vernova INC | +0.1% | — | 変化なし |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +32.01% | 増加 |
| 18 | KMI | Kinder Morgan INC | +0.1% | -4.62% | 減少 |
| 19 | SHOP | Shopify INC - Class A | +0.1% | -4.06% | 減少 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +18.68% | 増加 |
| 21 | LRCX | Lam Research CORP | +0.1% | NEW | 新規購入 |
| 22 | MTZ | Mastec INC | +0.1% | — | 変化なし |
| 23 | VUG | Vanguard Growth ETF | +0.1% | +16.63% | 増加 |
| 24 | LLY | Eli Lilly & Co | 0% | +25.55% | 増加 |
| 25 | DIS | Walt Disney Co/the | 0% | +0.66% | 増加 |
| 26 | ABBV | Abbvie INC | 0% | +27.98% | 増加 |
| 27 | AVGO | Broadcom INC | 0% | — | 変化なし |
| 28 | IVW | Ishares S&p 500 Growth ETF | 0% | — | 変化なし |
| 29 | MA | Mastercard INC - A | 0% | -0.84% | 減少 |
| 30 | JAZZ | Jazz Pharmaceuticals plc | -0.1% | -97.29% | 減少 |
| 31 | DELL | Dell Technologies -c | -0.1% | -13.12% | 減少 |
| 32 | PFE | Pfizer INC | -0.1% | +0.31% | 増加 |
| 33 | CPRX | Catalyst Pharmaceuticals INC | -0.1% | -2.27% | 減少 |
| 34 | BCIC | Bcp Investment CORP | -0.1% | -1.53% | 減少 |
| 35 | DUK | Duke Energy CORP | -0.1% | -2.38% | 減少 |
| 36 | FCX | Freeport-mcmoran INC | -0.1% | +2.23% | 増加 |
| 37 | LMT | Lockheed Martin CORP | -0.1% | +3.65% | 増加 |
| 38 | VZ | Verizon Communications INC | -0.1% | +1.70% | 増加 |
| 39 | WHF | Whitehorse Finance INC | -0.1% | -6.63% | 減少 |
| 40 | MDLZ | Mondelez International Inc-a | -0.1% | -5.18% | 減少 |
| 41 | MRK | Merck & Co. INC. | -0.2% | +2.56% | 増加 |
| 42 | PG | Procter & Gamble Co/the | -0.2% | -0.46% | 減少 |
| 43 | JNJ | Johnson & Johnson | -0.2% | +0.56% | 増加 |
| 44 | CAT | Caterpillar INC | -0.2% | -0.65% | 減少 |
| 45 | UBER | Uber Technologies INC | -0.2% | -5.93% | 減少 |
| 46 | MSFT | Microsoft CORP | -0.2% | -2.07% | 減少 |
| 47 | IRM | Iron Mountain INC | -0.2% | +0.16% | 増加 |
| 48 | MCD | Mcdonald's CORP | -0.3% | -2.18% | 減少 |
| 49 | HD | Home Depot INC | -0.3% | -0.15% | 減少 |
| 50 | KO | Coca-cola Co/the | -0.3% | -1.88% | 減少 |