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 | 5.42% | +0.51% | +7.40% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.73% | -0.02% | +6.96% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.38% | +0.08% | +0.14% | |
| 4 | GE | General Electric | 株式-資本財 | 3.75% | +0.28% | -1.43% | |
| 5 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 3.73% | -0.76% | -0.29% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.55% | — | -1.27% | |
| 7 | RTX | Rtx CORP | 株式-資本財 | 3.45% | — | -5.44% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.22% | -0.11% | +1.02% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.13% | -0.14% | +12.21% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.06% | -0.03% | +0.46% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.92% | — | -0.34% | |
| 12 | GEV | GE Vernova INC | 株式-資本財 | 2.65% | +0.02% | -36.21% | |
| 13 | XLF | Ss Financial Select Sector | ETF-その他 | 2.49% | — | +1.68% | |
| 14 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 2.34% | +0.02% | +6.61% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.29% | -1.91% | EXIT | |
| 16 | XLE | Ss Energy Select Sector | ETF-その他 | 2.22% | -2.16% | +105.27% | |
| 17 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 2.19% | +0.07% | -0.90% | |
| 18 | LHX | L3harris Technologies INC | 株式-資本財 | 2.14% | -0.70% | -1.90% | |
| 19 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.05% | +0.05% | +103.05% | |
| 20 | NUKZ | Range Nuclear Renaissance | ETF-その他 | 1.96% | — | +3.24% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 1.95% | — | +108.47% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.94% | — | +25.85% | |
| 23 | GD | General Dynamics CORP | 株式-資本財 | 1.76% | — | -7.29% | |
| 24 | PANW | Palo Alto Networks INC | 株式-IT | 1.74% | +1.13% | -0.62% | |
| 25 | SHLD | Global X Defense Tech ETF | ETF-テック型 | 1.69% | -0.40% | -13.56% | |
| 26 | IYT | Ishares US Transportation Et | ETF-その他 | 1.64% | -1.78% | EXIT | |
| 27 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.55% | — | -39.31% | |
| 28 | XLB | Ss Materials Select Sector | ETF-その他 | 1.49% | — | — | |
| 29 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.43% | +0.19% | -2.35% | |
| 30 | FLDR | Fidelity Low Durat Fact ETF | ETF-その他 | 1.41% | — | +19.75% | |
| 31 | GEHC | GE Healthcare Technology | 株式-ヘルスケア | 1.34% | — | — | |
| 32 | CRM | Salesforce INC | 株式-IT | 1.33% | — | -1.33% | |
| 33 | CEG | Constellation Energy | 株式-公益事業 | 1.31% | — | -33.14% | |
| 34 | MLPA | Global X Mlp ETF | ETF-その他 | 1.30% | — | — | |
| 35 | UBER | Uber Technologies INC | 株式-資本財 | 1.28% | — | -22.98% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.22% | +0.57% | — | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.19% | -0.56% | -56.60% | |
| 38 | GLW | Corning INC | 株式-IT | 1.02% | +2.44% | NEW | |
| 39 | LION | Lionsgate Studios CORP | 株式-その他 | 0.97% | -1.03% | EXIT | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.92% | +0.18% | +2.88% | |
| 41 | WMB | Williams Cos INC | 株式-エネルギー | 0.91% | — | -17.55% | |
| 42 | FDX | Fedex CORP | 株式-資本財 | 0.87% | — | — | |
| 43 | BAM | Brookfield Asset Mgmt-a | 株式-金融 | 0.84% | — | — | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.84% | — | — | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.81% | -0.84% | EXIT | |
| 46 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.69% | +0.29% | — | |
| 47 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.62% | -1.74% | EXIT | |
| 48 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.60% | +0.19% | NEW | |
| 49 | FYEE | Fidelity Yld Enhan Eqty ETF | ETF-その他 | 0.55% | — | — | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.46% | — | +66.79% |