CIK: 0002055363
申告総資産額
$2.7億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.59% | -1.67% | — | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.30% | -1.36% | — | |
| 3 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 7.16% | -1.10% | — | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 6.68% | -0.45% | — | |
| 5 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 5.82% | -2.52% | — | |
| 6 | FCOM | Fidelity Msci Comm Serv Indx | ETF-その他 | 5.82% | — | — | |
| 7 | XLF | Ss Financial Select Sector | ETF-その他 | 5.63% | -2.18% | — | |
| 8 | FDIS | Fidelity Msci Cons Discr Ind | ETF-その他 | 5.50% | -1.33% | — | |
| 9 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 4.19% | +0.39% | — | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 3.52% | -0.47% | — | |
| 11 | XSMO | Invesco S&p Smallcap Momentu | ETF-その他 | 2.73% | — | — | |
| 12 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 2.44% | +0.37% | — | |
| 13 | AAPL | Apple INC | 株式-IT | 2.27% | +0.82% | — | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.64% | +0.64% | — | |
| 15 | NEE | Nextera Energy INC | 株式-公益事業 | 1.52% | — | — | |
| 16 | PTF | Invesco Dorsey Wright Tech | ETF-テック型 | 1.50% | -1.30% | — | |
| 17 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.50% | — | — | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.50% | -1.14% | — | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.45% | +1.14% | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.24% | +0.42% | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.16% | +0.71% | — | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.06% | +0.54% | — | |
| 23 | AVGO | Broadcom INC | 株式-IT | 1.04% | +0.53% | — | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 1.04% | -0.01% | — | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 1.00% | +0.49% | — | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.87% | +0.19% | — | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.83% | +0.29% | — | |
| 28 | MA | Mastercard INC - A | 株式-金融 | 0.82% | +0.16% | — | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.80% | — | — | |
| 30 | ORCL | Oracle CORP | 株式-IT | 0.79% | +0.57% | — | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | +0.40% | — | |
| 32 | TMUS | T-mobile US INC | 株式-通信サービス | 0.78% | +0.17% | — | |
| 33 | WFC | Wells Fargo & Co | 株式-金融 | 0.76% | +0.29% | — | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.69% | +0.12% | — | |
| 35 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 0.68% | — | — | |
| 36 | BLK | Blackrock INC | 株式-金融 | 0.63% | — | — | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | +0.08% | — | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | — | — | |
| 39 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.53% | +0.15% | — | |
| 40 | NFLX | Netflix INC | 株式-通信サービス | 0.50% | +0.17% | — | |
| 41 | VLO | Valero Energy CORP | 株式-エネルギー | 0.49% | — | — | |
| 42 | BX | Blackstone INC | 株式-金融 | 0.49% | — | — | |
| 43 | SMCI | Super Micro Computer INC | 株式-IT | 0.40% | — | — | |
| 44 | PYPL | Paypal Holdings INC | 株式-金融 | 0.35% | — | — | |
| 45 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.33% | — | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.32% | — | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | — | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.30% | — | — | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.30% | +0.39% | NEW | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | +0.13% | — |