CIK: 0001909319
申告総資産額
$1.8億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.26% | +0.51% | +1.71% | |
| 2 | AMLP | Alerian Mlp ETF | ETF-その他 | 3.90% | — | +5.18% | |
| 3 | RTX | Rtx CORP | 株式-資本財 | 3.78% | — | +33.24% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.78% | -0.02% | +2.27% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.74% | — | -9.32% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 3.69% | -0.56% | +9.78% | |
| 7 | GE | General Electric | 株式-資本財 | 3.56% | +0.28% | -13.33% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.44% | -0.11% | -9.96% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.36% | -0.03% | -10.84% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.33% | — | -2.80% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.25% | — | -3.16% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.15% | +0.08% | -7.49% | |
| 13 | XLE | Ss Energy Select Sector | ETF-その他 | 3.09% | -2.16% | -1.20% | |
| 14 | GEV | GE Vernova INC | 株式-資本財 | 2.99% | +0.02% | +71.38% | |
| 15 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 2.96% | -0.76% | -3.97% | |
| 16 | OKE | Oneok INC | 株式-エネルギー | 2.73% | — | -0.64% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 2.55% | — | -1.24% | |
| 18 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 2.30% | — | -4.04% | |
| 19 | PANW | Palo Alto Networks INC | 株式-IT | 2.29% | +1.13% | +0.53% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.24% | -0.14% | -0.90% | |
| 21 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 2.19% | +0.07% | +423.65% | |
| 22 | PLTR | Palantir Technologies Inc-a | 株式-IT | 2.16% | — | — | |
| 23 | AXP | American Express Co | 株式-金融 | 2.13% | — | -7.78% | |
| 24 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 2.08% | +0.19% | — | |
| 25 | GD | General Dynamics CORP | 株式-資本財 | 2.01% | — | -9.59% | |
| 26 | SHLD | Global X Defense Tech ETF | ETF-テック型 | 1.83% | -0.40% | — | |
| 27 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 1.77% | +0.02% | -47.58% | |
| 28 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.71% | +0.05% | -0.37% | |
| 29 | CRM | Salesforce INC | 株式-IT | 1.67% | — | -2.22% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.67% | — | -24.75% | |
| 31 | WMB | Williams Cos INC | 株式-エネルギー | 1.57% | — | -3.64% | |
| 32 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.52% | — | +3.07% | |
| 33 | CEG | Constellation Energy | 株式-公益事業 | 1.39% | — | — | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.37% | -1.91% | EXIT | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 1.34% | — | -1.31% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 1.32% | -0.54% | EXIT | |
| 37 | NUKZ | Range Nuclear Renaissance | ETF-その他 | 1.25% | — | +57.91% | |
| 38 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 1.05% | — | +0.16% | |
| 39 | XLF | Ss Financial Select Sector | ETF-その他 | 0.91% | — | +2.99% | |
| 40 | SRVR | Pacer Data & Infrastructure | ETF-その他 | 0.90% | — | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.71% | +0.18% | +7.91% | |
| 42 | UBER | Uber Technologies INC | 株式-資本財 | 0.57% | — | — | |
| 43 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.53% | -1.74% | EXIT | |
| 44 | ENB | Enbridge INC | 株式-エネルギー | 0.42% | — | -15.63% | |
| 45 | CCJ | Cameco CORP | 株式-エネルギー | 0.29% | — | — | |
| 46 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.27% | — | -2.07% | |
| 47 | NXST | Nexstar Media Group INC | 株式-通信サービス | 0.23% | — | — | |
| 48 | BX | Blackstone INC | 株式-金融 | 0.23% | — | — | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.22% | — | +36.51% | |
| 50 | OIH | Vaneck Oil Services ETF | ETF-その他 | 0.15% | — | — |