CIK: 0001696899
申告総資産額
$93.2億
上位200銘柄を表示中（全999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 | NVDA | Nvidia CORP | 株式-IT | 10.15% | -6.25% | +22.33% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.13% | -3.76% | +0.89% | |
| 3 | ABCB | Ameris Bancorp | 株式-金融 | 4.49% | — | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.96% | -2.74% | +2.14% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.34% | — | +1.19% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.16% | — | +0.38% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.13% | — | +0.03% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.95% | — | +48.78% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 1.73% | — | -2.69% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.57% | — | +7.13% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.55% | — | +1.38% | |
| 12 | AMD | Advanced Micro Devices | 株式-IT | 1.55% | — | +0.42% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.35% | — | -2.52% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 1.27% | — | -1.13% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.14% | — | -0.41% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 0.89% | — | -0.32% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 0.88% | — | -2.16% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.84% | — | +2.21% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | — | +5.37% | |
| 20 | CAT | Caterpillar INC | 株式-資本財 | 0.69% | — | +6.17% | |
| 21 | NFLX | Netflix INC | 株式-通信サービス | 0.67% | — | +942.52% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.63% | — | -3.55% | |
| 23 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.56% | — | +3.40% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.55% | +3.13% | +42.71% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.55% | — | -19.15% | |
| 26 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.54% | — | -9.12% | |
| 27 | IBM | Intl Business Machines CORP | 株式-IT | 0.51% | — | +0.24% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | +0.06% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.48% | +1.18% | +0.60% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | — | -3.39% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.44% | — | -0.16% | |
| 32 | FTGS | First Trust Grwth Strgth ETF | ETF-その他 | 0.40% | — | +9.41% | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.39% | — | -0.49% | |
| 34 | DUK | Duke Energy CORP | 株式-公益事業 | 0.39% | — | +0.69% | |
| 35 | TFC | Truist Financial CORP | 株式-金融 | 0.39% | — | -0.69% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.38% | — | +3.81% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.35% | — | -2.02% | |
| 38 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.35% | — | +6.82% | |
| 39 | SPG | Simon Property Group INC | 株式-不動産 | 0.34% | — | +4.60% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.33% | — | -4.62% | |
| 41 | SO | Southern Co/the | 株式-公益事業 | 0.31% | — | +2.00% | |
| 42 | MITK | Mitek Systems INC | 株式-その他 | 0.31% | — | +4.52% | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.31% | — | +0.30% | |
| 44 | ANET | Arista Networks INC | 株式-IT | 0.30% | — | -9.57% | |
| 45 | CTAS | Cintas CORP | 株式-資本財 | 0.29% | — | -10.60% | |
| 46 | MU | Micron Technology INC | 株式-IT | 0.29% | — | +14.38% | |
| 47 | AMGN | Amgen INC | 株式-ヘルスケア | 0.28% | — | +8.55% | |
| 48 | PM | Philip Morris International | 株式-生活必需品 | 0.28% | — | -1.95% | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.27% | — | -7.58% | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.27% | — | -1.70% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +22.33% | 増加 |
| 2 | GLD | Spdr Gold Shares | +0.7% | +48.78% | 増加 |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | +0.38% | 増加 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.03% | 増加 |
| 5 | AMD | Advanced Micro Devices | +0.3% | +0.42% | 増加 |
| 6 | LLY | Eli Lilly & Co | +0.3% | -0.41% | 減少 |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +42.71% | 増加 |
| 8 | STX | Seagate Technology Holdings plc | +0.1% | +505.39% | 増加 |
| 9 | MU | Micron Technology INC | +0.1% | +14.38% | 増加 |
| 10 | CAT | Caterpillar INC | +0.1% | +6.17% | 増加 |
| 11 | SLV | Ishares Silver Trust | +0.1% | +19.12% | 増加 |
| 12 | SCHB | Schwab US Broad Market ETF | +0.1% | +262.85% | 増加 |
| 13 | HL | Hecla Mining Co | +0.1% | +988.93% | 増加 |
| 14 | ACIO | Aptus Collared Invest Opp | +0.1% | +227.53% | 増加 |
| 15 | MRK | Merck & Co. INC. | +0.1% | +12.13% | 増加 |
| 16 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +137.87% | 増加 |
| 17 | IAU | Ishares Gold Trust | +0.1% | +32.78% | 増加 |
| 18 | DY | Dycom Industries INC | +0.1% | +930.94% | 増加 |
| 19 | PWR | Quanta Services INC | +0.1% | +36.84% | 増加 |
| 20 | AAPL | Apple INC | 0% | +0.89% | 増加 |
| 21 | AMGN | Amgen INC | 0% | +8.55% | 増加 |
| 22 | SCHG | Schwab US Large-cap Growth | 0% | +57.23% | 増加 |
| 23 | XOM | Exxon Mobil CORP | 0% | +2.21% | 増加 |
| 24 | V | Visa Inc-class A Shares | 0% | +5.37% | 増加 |
| 25 | WMT | Walmart INC | — | -0.32% | 減少 |
| 26 | AMZN | Amazon.com INC | 0% | +1.19% | 増加 |
| 27 | ALL | Allstate CORP | -0.1% | -57.89% | 減少 |
| 28 | NBIS | Nebius Group NV | -0.1% | -30.90% | 減少 |
| 29 | PSIX | Power Solutions Internationa | -0.1% | -0.92% | 減少 |
| 30 | SMCI | Super Micro Computer INC | -0.1% | -4.31% | 減少 |
| 31 | ANET | Arista Networks INC | -0.1% | -9.57% | 減少 |
| 32 | CTAS | Cintas CORP | -0.1% | -10.60% | 減少 |
| 33 | PLTR | Palantir Technologies Inc-a | -0.1% | -9.12% | 減少 |
| 34 | GRMN | Garmin Ltd. | -0.1% | -87.24% | 減少 |
| 35 | META | Meta Platforms Inc-class A | -0.2% | +7.13% | 増加 |
| 36 | ORCL | Oracle CORP | -0.2% | -4.62% | 減少 |
| 37 | NFLX | Netflix INC | -0.2% | +942.52% | 増加 |
| 38 | COST | Costco Wholesale CORP | -0.2% | -19.15% | 減少 |
| 39 | HD | Home Depot INC | -0.3% | -2.16% | 減少 |
| 40 | ABCB | Ameris Bancorp | -0.3% | — | 変化なし |
| 41 | MSTR | Strategy INC | -0.3% | -11.30% | 減少 |
| 42 | MSFT | Microsoft CORP | -0.5% | +2.14% | 増加 |
| 43 | UI | Ubiquiti INC | — | NEW | 新規購入 |
| 44 | FBT | First Trust Nyse Arca Biotec | — | EXIT | 全売却 |
| 45 | PPH | Vaneck Pharmaceutical ETF | — | EXIT | 全売却 |
| 46 | ARCC | Ares Capital CORP | — | NEW | 新規購入 |
| 47 | CIEN | Ciena CORP | — | NEW | 新規購入 |
| 48 | HIMS | Hims & Hers Health INC | — | EXIT | 全売却 |
| 49 | CIBR | First Trust Nasdaq Cybersecu | — | NEW | 新規購入 |
| 50 | TPC | Tutor Perini CORP | — | NEW | 新規購入 |