CIK: 0000928052
申告総資産額
$75.4億
上位200銘柄を表示中（全996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 | MSFT | Microsoft CORP | 株式-IT | 7.32% | — | +11.54% | |
| 2 | AVGO | Broadcom INC | 株式-IT | 6.01% | +0.49% | -4.05% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.80% | +0.19% | +0.24% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 4.41% | +0.31% | +12.28% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.46% | +0.56% | -15.24% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.19% | +0.09% | +5.63% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.30% | -0.29% | +8.71% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.26% | +0.09% | -1.72% | |
| 9 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 2.23% | — | +14.64% | |
| 10 | LHX | L3harris Technologies INC | 株式-資本財 | 2.15% | -0.43% | +7.42% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 2.14% | -0.02% | -2.64% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.05% | — | +16.92% | |
| 13 | LRCX | Lam Research CORP | 株式-IT | 1.99% | +2.06% | +11.44% | |
| 14 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.84% | — | +7.23% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.75% | +0.10% | -2.66% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.72% | — | -7.27% | |
| 17 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.67% | — | +0.03% | |
| 18 | ACN | Accenture plc | 株式-IT | 1.63% | -0.60% | +5.21% | |
| 19 | AME | Ametek INC | 株式-資本財 | 1.62% | +0.04% | +5.03% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.57% | +0.03% | +2.93% | |
| 21 | AZO | Autozone INC | 株式-一般消費財 | 1.42% | — | +4.26% | |
| 22 | ASML | ASML Holding N.V. | 株式-IT | 1.37% | +0.62% | +2.13% | |
| 23 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.32% | -0.22% | +17.23% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.28% | +0.12% | -8.68% | |
| 25 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 1.25% | — | +1.54% | |
| 26 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 1.24% | — | -5.12% | |
| 27 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.23% | — | +16.00% | |
| 28 | HUBB | Hubbell INC | 株式-資本財 | 1.22% | — | +4.62% | |
| 29 | SPGI | S&p Global INC | 株式-金融 | 1.05% | -0.14% | +3.06% | |
| 30 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.94% | — | -2.66% | |
| 31 | CDW | Cdw Corp/de | 株式-IT | 0.93% | — | -8.27% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.91% | -0.22% | -1.77% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.89% | +0.08% | +71.75% | |
| 34 | ORCL | Oracle CORP | 株式-IT | 0.88% | +0.12% | -2.10% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | +0.07% | -1.81% | |
| 36 | CAT | Caterpillar INC | 株式-資本財 | 0.85% | -0.33% | -11.45% | |
| 37 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.84% | — | -13.72% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.83% | — | -1.54% | |
| 39 | NVT | nVent Electric plc | 株式-資本財 | 0.82% | +0.22% | +14.96% | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.78% | -0.13% | -4.56% | |
| 41 | AON | Aon plc | 株式-金融 | 0.75% | -0.42% | +2.97% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.68% | — | -7.25% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.66% | — | -31.23% | |
| 44 | GD | General Dynamics CORP | 株式-資本財 | 0.60% | — | -1.49% | |
| 45 | TYL | Tyler Technologies INC | 株式-IT | 0.59% | — | -0.47% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | -3.55% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.53% | — | +10.71% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.50% | +0.11% | +88.06% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | -0.14% | -16.75% | |
| 50 | DHR | Danaher CORP | 株式-ヘルスケア | 0.47% | — | +7.40% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.8% | +11.54% | 増加 |
| 2 | AVGO | Broadcom INC | +1.8% | -4.05% | 減少 |
| 3 | NVDA | Nvidia CORP | +1.4% | +12.28% | 増加 |
| 4 | LRCX | Lam Research CORP | +0.5% | +11.44% | 増加 |
| 5 | META | Meta Platforms Inc-class A | +0.5% | +8.71% | 増加 |
| 6 | JPM | Jpmorgan Chase & Co | +0.4% | +16.92% | 増加 |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +71.75% | 増加 |
| 8 | NVO | Novo-nordisk A/s-spons Adr | +0.4% | +4849.88% | 増加 |
| 9 | LHX | L3harris Technologies INC | +0.3% | +7.42% | 増加 |
| 10 | AMZN | Amazon.com INC | +0.3% | +5.63% | 増加 |
| 11 | NVT | nVent Electric plc | +0.3% | +14.96% | 増加 |
| 12 | ORCL | Oracle CORP | +0.3% | -2.10% | 減少 |
| 13 | LLY | Eli Lilly & Co | +0.2% | +88.06% | 増加 |
| 14 | HUBB | Hubbell INC | +0.2% | +4.62% | 増加 |
| 15 | ASML | ASML Holding N.V. | +0.1% | +2.13% | 増加 |
| 16 | SUSA | Ishares Esg Optimized Msci U | +0.1% | +77.80% | 増加 |
| 17 | DE | Deere & Co | +0.1% | +53.66% | 増加 |
| 18 | IBTH | Ishares Ibonds Dec 2027 Term | +0.1% | +14.64% | 増加 |
| 19 | FISV | Fiserv INC | +0.1% | +101.05% | 増加 |
| 20 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +16.00% | 増加 |
| 21 | DOV | Dover CORP | +0.1% | +26.67% | 増加 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.94% | 減少 |
| 23 | IBM | Intl Business Machines CORP | 0% | +2.20% | 増加 |
| 24 | AXP | American Express Co | 0% | -1.15% | 減少 |
| 25 | AME | Ametek INC | — | +5.03% | 増加 |
| 26 | SPGI | S&p Global INC | 0% | +3.06% | 増加 |
| 27 | IBTG | Ishares Ibonds Dec 2026 Term | -0.1% | +7.23% | 増加 |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.1% | -73.26% | 減少 |
| 29 | BDX | Becton Dickinson And Co | -0.1% | -6.49% | 減少 |
| 30 | AFL | Aflac INC | -0.1% | -15.05% | 減少 |
| 31 | ESML | Ishares Esg Aware Msci USA S | -0.1% | -99.34% | 減少 |
| 32 | DHI | Dr Horton INC | -0.1% | -17.90% | 減少 |
| 33 | HPQ | Hp INC | -0.1% | -84.05% | 減少 |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -3.55% | 減少 |
| 35 | AON | Aon plc | -0.2% | +2.97% | 増加 |
| 36 | LOW | Lowe's Cos INC | -0.2% | -4.56% | 減少 |
| 37 | JNJ | Johnson & Johnson | -0.2% | -1.81% | 減少 |
| 38 | MCD | Mcdonald's CORP | -0.2% | -1.77% | 減少 |
| 39 | RSP | Invesco S&p 500 Equal Weight | -0.2% | -55.13% | 減少 |
| 40 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.2% | -5.12% | 減少 |
| 41 | TMO | Thermo Fisher Scientific INC | -0.2% | +17.23% | 増加 |
| 42 | XOM | Exxon Mobil CORP | -0.2% | -7.25% | 減少 |
| 43 | NXPI | NXP Semiconductors N.V. | -0.4% | -93.39% | 減少 |
| 44 | UNH | Unitedhealth Group INC | -0.4% | -82.55% | 減少 |
| 45 | ABBV | Abbvie INC | -0.5% | -2.66% | 減少 |
| 46 | AMGN | Amgen INC | -0.5% | -31.23% | 減少 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -7.27% | 減少 |
| 48 | GOOG | Alphabet Inc-cl C | -0.5% | -15.24% | 減少 |
| 49 | AAPL | Apple INC | -1.2% | +0.24% | 増加 |
| 50 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | 新規購入 |