CIK: 0001729672
申告総資産額
$2.6億
上位200銘柄を表示中（全501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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.60% | -0.36% | +1.49% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.00% | -0.43% | +7.70% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.91% | -0.24% | -3.66% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.69% | -0.72% | +3.40% | |
| 5 | PLTR | Palantir Technologies Inc-a | 株式-IT | 3.33% | -0.59% | +11.48% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.04% | -0.27% | +2.66% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.34% | -0.30% | +28.65% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.27% | -0.29% | +2.83% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 1.91% | -0.32% | -0.51% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.68% | — | +4.79% | |
| 11 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.66% | — | -8.24% | |
| 12 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.59% | +0.13% | -6.11% | |
| 13 | NEE | Nextera Energy INC | 株式-公益事業 | 1.52% | +0.27% | +1.81% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.50% | -0.21% | +2.54% | |
| 15 | ANET | Arista Networks INC | 株式-IT | 1.27% | — | +32.98% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.24% | +0.12% | +5.77% | |
| 17 | ORCL | Oracle CORP | 株式-IT | 1.22% | -0.18% | +11.96% | |
| 18 | AMAT | Applied Materials INC | 株式-IT | 1.18% | +0.40% | +0.91% | |
| 19 | SBCF | Seacoast Banking Corp/fl | 株式-その他 | 1.15% | -0.39% | +22887.60% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.08% | — | +24.03% | |
| 21 | ALAB | Astera Labs INC | 株式-IT | 1.05% | -0.13% | — | |
| 22 | CAT | Caterpillar INC | 株式-資本財 | 1.00% | +0.43% | +1.04% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | — | +44.67% | |
| 24 | CRDO | Credo Technology Group Holding Ltd | 株式-IT | 0.98% | -1.32% | EXIT | |
| 25 | GS | Goldman Sachs Group INC | 株式-金融 | 0.97% | — | +4.01% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.96% | — | +4.85% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.95% | -0.20% | +48.51% | |
| 28 | LITE | Lumentum Holdings INC | 株式-IT | 0.88% | +1.31% | — | |
| 29 | RTX | Rtx CORP | 株式-資本財 | 0.86% | — | -2.54% | |
| 30 | WCC | Wesco International INC | 株式-資本財 | 0.80% | — | -4.21% | |
| 31 | CLS | Celestica INC | 株式-IT | 0.79% | — | +38.71% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.76% | — | +1.10% | |
| 33 | PANW | Palo Alto Networks INC | 株式-IT | 0.73% | -0.31% | +7.44% | |
| 34 | ENB | Enbridge INC | 株式-エネルギー | 0.71% | — | -10.54% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.69% | — | -1.97% | |
| 36 | HEI | Heico CORP | 株式-資本財 | 0.67% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.64% | — | -3.82% | |
| 38 | COR | Cencora INC | 株式-ヘルスケア | 0.62% | — | -22.83% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.62% | +0.15% | +51.92% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.57% | — | -7.45% | |
| 41 | UNP | Union Pacific CORP | 株式-資本財 | 0.56% | — | -4.83% | |
| 42 | AXP | American Express Co | 株式-金融 | 0.55% | -0.21% | +22.18% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.54% | -0.13% | -4.48% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.53% | — | +7.28% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.52% | — | -6.41% | |
| 46 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.52% | — | -3.72% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.51% | — | +18.66% | |
| 48 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.50% | — | +19.96% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | +0.52% | +7.03% | |
| 50 | APP | Applovin Corp-class A | 株式-IT | 0.49% | -0.42% | EXIT |
| # | 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 | +1.6% | +28.65% | 増加 |
| 2 | PLTR | Palantir Technologies Inc-a | +1.3% | +11.48% | 増加 |
| 3 | SBCF | Seacoast Banking Corp/fl | +1.1% | +22887.60% | 増加 |
| 4 | MSFT | Microsoft CORP | +0.8% | +3.40% | 増加 |
| 5 | AVGO | Broadcom INC | +0.7% | +48.51% | 増加 |
| 6 | ANET | Arista Networks INC | +0.6% | +32.98% | 増加 |
| 7 | CLS | Celestica INC | +0.6% | +38.71% | 増加 |
| 8 | ORCL | Oracle CORP | +0.5% | +11.96% | 増加 |
| 9 | IGV | Ishares Expanded Tech-softwa | +0.5% | +19.96% | 増加 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.4% | +44.67% | 増加 |
| 11 | JPM | Jpmorgan Chase & Co | +0.4% | +24.03% | 増加 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +7.28% | 増加 |
| 13 | HEI | Heico CORP | +0.4% | — | 増加 |
| 14 | AMD | Advanced Micro Devices | +0.3% | +14.01% | 増加 |
| 15 | GS | Goldman Sachs Group INC | +0.3% | +4.01% | 増加 |
| 16 | GOOG | Alphabet Inc-cl C | +0.3% | +4.79% | 増加 |
| 17 | XLI | Ss Industrial Select Sector | +0.2% | -5.94% | 増加 |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +151.44% | 増加 |
| 19 | UTES | Virtus Reaves Utilities ETF | +0.2% | +52.37% | 増加 |
| 20 | AMZN | Amazon.com INC | +0.2% | +2.83% | 増加 |
| 21 | UBER | Uber Technologies INC | +0.2% | +23.63% | 増加 |
| 22 | METC | Ramaco Resources Inc-a | +0.2% | +181.75% | 増加 |
| 23 | LRCX | Lam Research CORP | +0.2% | +30.53% | 増加 |
| 24 | ETN | Eaton Corporation plc | +0.2% | +10.75% | 増加 |
| 25 | TSLA | Tesla INC | +0.2% | +19.74% | 増加 |
| 26 | C | Citigroup INC | +0.2% | +30.85% | 増加 |
| 27 | AVDV | Avantis Intl S/c Value ETF | +0.2% | +59.67% | 増加 |
| 28 | HWM | Howmet Aerospace INC | +0.1% | +1.23% | 増加 |
| 29 | VXUS | Vanguard Total Intl Stock | +0.1% | +51.92% | 増加 |
| 30 | META | Meta Platforms Inc-class A | +0.1% | +18.66% | 増加 |
| 31 | AMAT | Applied Materials INC | +0.1% | +0.91% | 増加 |
| 32 | WMT | Walmart INC | -0.1% | +5.77% | 増加 |
| 33 | CAT | Caterpillar INC | -0.1% | +1.04% | 減少 |
| 34 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | +1.49% | 増加 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | +2.66% | 増加 |
| 36 | QUAL | Ishares Msci USA Quality Fac | -0.3% | -2.77% | 減少 |
| 37 | UNH | Unitedhealth Group INC | -0.3% | -22.88% | 減少 |
| 38 | VTV | Vanguard Value ETF | -0.4% | -4.42% | 減少 |
| 39 | COR | Cencora INC | -0.5% | -22.83% | 減少 |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.5% | -4.48% | 減少 |
| 41 | AAPL | Apple INC | -0.6% | +7.70% | 増加 |
| 42 | V | Visa Inc-class A Shares | -0.8% | +2.54% | 減少 |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -1% | -3.66% | 増加 |
| 44 | ALAB | Astera Labs INC | — | NEW | 新規購入 |
| 45 | CRDO | Credo Technology Group Holding Ltd | — | NEW | 新規購入 |
| 46 | LITE | Lumentum Holdings INC | — | NEW | 新規購入 |
| 47 | APP | Applovin Corp-class A | — | NEW | 新規購入 |
| 48 | VRT | Vertiv Holdings Co-a | — | NEW | 新規購入 |
| 49 | FDN | First Trust Dj Internet Ind | — | NEW | 新規購入 |
| 50 | APH | Amphenol Corp-cl A | — | NEW | 新規購入 |