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 | 5.22% | +0.51% | +0.26% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.56% | -0.02% | +6.45% | |
| 3 | GEV | GE Vernova INC | 株式-資本財 | 4.13% | +0.02% | -24.82% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.07% | — | -9.01% | |
| 5 | GE | General Electric | 株式-資本財 | 3.93% | +0.28% | -14.45% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.59% | +0.08% | -11.90% | |
| 7 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 3.56% | -0.76% | -14.10% | |
| 8 | RTX | Rtx CORP | 株式-資本財 | 3.52% | — | -14.31% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.45% | — | -9.93% | |
| 10 | AAPL | Apple INC | 株式-IT | 3.15% | -0.11% | -9.25% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.06% | -0.03% | -10.19% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.88% | -0.56% | -1.04% | |
| 13 | AMLP | Alerian Mlp ETF | ETF-その他 | 2.69% | — | -11.95% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.65% | -0.14% | +58.60% | |
| 15 | XLF | Ss Financial Select Sector | ETF-その他 | 2.55% | — | +198.22% | |
| 16 | LHX | L3harris Technologies INC | 株式-資本財 | 2.39% | -0.70% | -12.19% | |
| 17 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 2.31% | +0.07% | +3.77% | |
| 18 | CRWV | Coreweave Inc-cl A | 株式-IT | 2.29% | — | — | |
| 19 | XLE | Ss Energy Select Sector | ETF-その他 | 2.28% | -2.16% | -10.71% | |
| 20 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 2.26% | +0.02% | -4.22% | |
| 21 | SHLD | Global X Defense Tech ETF | ETF-テック型 | 2.24% | -0.40% | -12.36% | |
| 22 | UBER | Uber Technologies INC | 株式-資本財 | 2.11% | — | -12.09% | |
| 23 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.09% | +0.05% | +2.40% | |
| 24 | NUKZ | Range Nuclear Renaissance | ETF-その他 | 2.06% | — | -3.97% | |
| 25 | PANW | Palo Alto Networks INC | 株式-IT | 2.04% | +1.13% | -16.67% | |
| 26 | GD | General Dynamics CORP | 株式-資本財 | 2.04% | — | -8.61% | |
| 27 | CEG | Constellation Energy | 株式-公益事業 | 1.93% | — | -16.38% | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.75% | -1.91% | EXIT | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.63% | — | -1.18% | |
| 30 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.62% | +0.19% | -43.77% | |
| 31 | OKE | Oneok INC | 株式-エネルギー | 1.59% | — | -10.61% | |
| 32 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.45% | — | -38.07% | |
| 33 | CRM | Salesforce INC | 株式-IT | 1.27% | — | -5.52% | |
| 34 | FLDR | Fidelity Low Durat Fact ETF | ETF-その他 | 1.24% | — | — | |
| 35 | WMB | Williams Cos INC | 株式-エネルギー | 1.22% | — | -15.28% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.13% | — | -15.18% | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 1.10% | -0.54% | EXIT | |
| 38 | EUAD | Select Stoxx Eur Aer De ETF | ETF-その他 | 1.07% | — | -35.13% | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.94% | — | +123.47% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.93% | +0.18% | +0.54% | |
| 41 | SRVR | Pacer Data & Infrastructure | ETF-その他 | 0.81% | — | -8.35% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.66% | -0.84% | EXIT | |
| 43 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.61% | -1.74% | EXIT | |
| 44 | ENB | Enbridge INC | 株式-エネルギー | 0.42% | — | — | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.30% | — | +44.42% | |
| 46 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.29% | — | — | |
| 47 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.22% | +1.89% | +2.17% | |
| 48 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-その他 | 0.19% | — | +13.91% | |
| 49 | FFLG | Fidelity Fndmntl L/c Grw ETF | ETF-その他 | 0.18% | — | +11.11% | |
| 50 | ARTY | Ishares Future Ai & Tech ETF | ETF-テック型 | 0.17% | — | +20.00% |