CIK: 0002010015
申告総資産額
$2.0億
上位200銘柄を表示中（全303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 | PBF | Pbf Energy Inc-class A | 株式-エネルギー | 5.78% | -3.67% | -17.86% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.21% | -0.89% | +81.55% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 4.39% | -0.65% | -4.44% | |
| 4 | VAL | Valaris Limited | 株式-エネルギー | 3.56% | +1.35% | +42.61% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.41% | +0.56% | -0.03% | |
| 6 | NE | Noble Corporation plc | 株式-エネルギー | 2.97% | +0.13% | -9.43% | |
| 7 | CRC | California Resources CORP | 株式-エネルギー | 2.82% | +0.83% | -16.85% | |
| 8 | EXE | Expand Energy CORP | 株式-エネルギー | 2.36% | +0.08% | -12.08% | |
| 9 | SLB | Slb LTD | 株式-エネルギー | 2.30% | +0.11% | +5.30% | |
| 10 | FXY | Invesco Currencyshares Japan | ETF-その他 | 2.05% | -0.28% | — | |
| 11 | XSORX | Source Capital INC | 株式-その他 | 2.01% | -0.80% | — | |
| 12 | DTF | Dtf Tax-free Income 2028 Ter | 株式-その他 | 1.88% | -0.09% | +0.73% | |
| 13 | JOF | Japan Smaller Capitalization | 株式-その他 | 1.86% | — | -12.86% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.71% | -0.95% | -3.96% | |
| 15 | HP | Helmerich & Payne | 株式-エネルギー | 1.60% | — | +51.08% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.50% | +0.54% | -12.42% | |
| 17 | TIPZ | Pimco Broad US Tips Index | ETF-大型株・グロース | 1.40% | — | +120.56% | |
| 18 | BTT | Blackrock 2030 Muni Trgt Trm | 株式-その他 | 1.40% | — | +1.04% | |
| 19 | DINO | Hf Sinclair CORP | 株式-エネルギー | 1.28% | +0.26% | +1550.65% | |
| 20 | HAL | Halliburton Co | 株式-エネルギー | 1.27% | +0.18% | +36.09% | |
| 21 | WFRD | Weatherford International plc | 株式-エネルギー | 1.25% | — | — | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.22% | -0.58% | EXIT | |
| 23 | SABA | Saba Capital Income & Opp Ii | 株式-その他 | 1.16% | +0.60% | -35.24% | |
| 24 | CHRD | Chord Energy CORP | 株式-エネルギー | 1.10% | -0.16% | -3.91% | |
| 25 | PAAS | Pan American Silver CORP | 株式-素材 | 1.08% | — | -52.69% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.07% | -0.37% | -0.59% | |
| 27 | TDW | Tidewater INC | 株式-エネルギー | 1.00% | +0.63% | +17.19% | |
| 28 | NOV | Nov INC | 株式-エネルギー | 0.99% | — | -21.20% | |
| 29 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.93% | -0.19% | +220.81% | |
| 30 | NEM | Newmont CORP | 株式-素材 | 0.90% | — | -10.95% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 0.88% | — | +0.30% | |
| 32 | NBR | Nabors Industries Ltd. | 株式-その他 | 0.88% | +1.05% | -49.72% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.86% | — | -2.43% | |
| 34 | HYI | Western Asset High Yield Opp | 株式-その他 | 0.81% | — | -5.64% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | -0.23% | -40.86% | |
| 36 | PTEN | Patterson-uti Energy INC | 株式-エネルギー | 0.76% | +0.08% | -41.19% | |
| 37 | INTU | Intuit INC | 株式-IT | 0.75% | -0.23% | -7.78% | |
| 38 | GMOI | Gmo International Value ETF | ETF-その他 | 0.65% | — | +15.42% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | — | -21.58% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.65% | — | +28.09% | |
| 41 | IMO | Imperial Oil LTD | 株式-エネルギー | 0.60% | +0.21% | -1.04% | |
| 42 | DE | Deere & Co | 株式-資本財 | 0.60% | — | — | |
| 43 | CNQ | Canadian Natural Resources | 株式-エネルギー | 0.57% | +0.05% | +20.32% | |
| 44 | SDRL | Seadrill Limited | 株式-その他 | 0.56% | +0.67% | -9.12% | |
| 45 | LIN | Linde plc | 株式-素材 | 0.56% | — | +0.23% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.54% | — | — | |
| 47 | OIH | Vaneck Oil Services ETF | ETF-その他 | 0.53% | — | +0.67% | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.49% | — | -1.07% | |
| 49 | ICE | Intercontinental Exchange In | 株式-金融 | 0.47% | — | — | |
| 50 | ADI | Analog Devices INC | 株式-IT | 0.47% | — | — |