CIK: 0001910876
申告総資産額
$2.1億
| # | 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 | AAPL | Apple INC | 株式-IT | 13.52% | -1.39% | -0.91% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 10.42% | -3.23% | -0.22% | |
| 3 | AMD | Advanced Micro Devices | 株式-IT | 4.35% | +4.51% | +1.00% | |
| 4 | FTNT | Fortinet INC | 株式-IT | 4.24% | +0.97% | -0.53% | |
| 5 | RETAEUR | Reata Pharmaceuticals Inc-a | 株式-その他 | 2.85% | — | -0.71% | |
| 6 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.22% | -0.02% | +0.47% | |
| 7 | PANW | Palo Alto Networks INC | 株式-IT | 1.99% | +1.38% | — | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.85% | — | -1.48% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.70% | — | -1.71% | |
| 10 | HON | Honeywell International INC | 株式-資本財 | 1.52% | -0.77% | EXIT | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.40% | -0.11% | +2.58% | |
| 12 | QCOM | Qualcomm INC | 株式-IT | 1.36% | +0.02% | -1.34% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.30% | -0.11% | +0.26% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.26% | -0.20% | +0.24% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.21% | — | +1.32% | |
| 16 | CRM | Salesforce INC | 株式-IT | 1.20% | — | +0.94% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.18% | — | +1.57% | |
| 18 | AXP | American Express Co | 株式-金融 | 1.06% | — | +1.84% | |
| 19 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.05% | — | +0.52% | |
| 20 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.05% | — | +0.75% | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 1.03% | — | +1.36% | |
| 22 | BA | Boeing Co/the | 株式-資本財 | 1.00% | — | +15.00% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.97% | — | +0.06% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.96% | -0.08% | — | |
| 25 | LRCXEUR | Lam Research CORP | 株式-IT | 0.93% | — | — | |
| 26 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.87% | — | +0.72% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.84% | -0.35% | +0.46% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.81% | +0.10% | +0.23% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | — | +0.03% | |
| 30 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.74% | — | +1.25% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.74% | -0.23% | +29.48% | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.73% | — | +1.49% | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.73% | — | +4.18% | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.72% | — | +1.20% | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.71% | — | +7.76% | |
| 36 | ON | On Semiconductor | 株式-IT | 0.70% | — | +14.64% | |
| 37 | CB | Chubb Limited | 株式-金融 | 0.66% | — | -3.38% | |
| 38 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.66% | — | -3.61% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | — | +0.19% | |
| 40 | PYPL | Paypal Holdings INC | 株式-金融 | 0.65% | — | -7.29% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.64% | — | +2.80% | |
| 42 | XYZ | Block INC | 株式-金融 | 0.64% | — | -4.19% | |
| 43 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.63% | — | +0.66% | |
| 44 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.62% | — | -1.40% | |
| 45 | ACN | Accenture plc | 株式-IT | 0.62% | -0.16% | EXIT | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.61% | — | +3.88% | |
| 47 | AMGN | Amgen INC | 株式-ヘルスケア | 0.60% | — | +1.81% | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.58% | — | -3.25% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | — | +16.07% | |
| 50 | PAYX | Paychex INC | 株式-IT | 0.58% | — | +0.04% |