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 | NVDA | Nvidia CORP | 株式-IT | 20.21% | -3.23% | +0.37% | |
| 2 | AAPL | Apple INC | 株式-IT | 11.77% | -1.39% | +0.16% | |
| 3 | FTNT | Fortinet INC | 株式-IT | 3.50% | +0.97% | -0.20% | |
| 4 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.30% | -0.02% | +2.49% | |
| 5 | AMD | Advanced Micro Devices | 株式-IT | 2.91% | +4.51% | -3.94% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.69% | — | -0.05% | |
| 7 | PANW | Palo Alto Networks INC | 株式-IT | 2.28% | +1.38% | +1.45% | |
| 8 | PRCT | Procept Biorobotics CORP | 株式-その他 | 2.15% | — | -0.14% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 2.10% | -0.23% | +4.02% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.40% | — | -3.75% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.39% | -0.11% | -0.31% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.39% | -0.20% | +6.34% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.38% | -0.11% | -0.04% | |
| 14 | HON | Honeywell International INC | 株式-資本財 | 1.27% | -0.77% | EXIT | |
| 15 | MA | Mastercard INC - A | 株式-金融 | 1.23% | — | +2.72% | |
| 16 | QCOM | Qualcomm INC | 株式-IT | 1.23% | +0.02% | -0.89% | |
| 17 | ORCL | Oracle CORP | 株式-IT | 1.21% | — | -0.60% | |
| 18 | AXP | American Express Co | 株式-金融 | 1.19% | — | +0.93% | |
| 19 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.16% | +0.46% | +7.33% | |
| 20 | CRM | Salesforce INC | 株式-IT | 1.15% | — | +0.47% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.05% | — | +3.15% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.00% | -0.08% | — | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | — | +18.01% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.92% | -0.35% | -0.29% | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 0.92% | — | -0.51% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.87% | — | +0.03% | |
| 27 | CB | Chubb Limited | 株式-金融 | 0.86% | — | -0.96% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.82% | — | -0.33% | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.71% | — | +22.54% | |
| 30 | ✓ | Cyberark Software LTD | 株式-その他 | 0.68% | — | — | |
| 31 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.67% | — | -0.86% | |
| 32 | ETN | Eaton Corporation plc | 株式-資本財 | 0.67% | -0.06% | +6.17% | |
| 33 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.65% | -0.35% | +7.35% | |
| 34 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.62% | — | -0.71% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.61% | +0.10% | +1.37% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.60% | — | -2.84% | |
| 37 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.60% | — | +13.71% | |
| 38 | RTX | Rtx CORP | 株式-資本財 | 0.57% | — | +4.47% | |
| 39 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.55% | — | +3.11% | |
| 40 | ZS | Zscaler INC | 株式-IT | 0.54% | -0.21% | +5.03% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.54% | — | -1.86% | |
| 42 | UBER | Uber Technologies INC | 株式-資本財 | 0.53% | — | +20.26% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | -2.35% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.52% | — | — | |
| 45 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.51% | — | -1.37% | |
| 46 | PAYX | Paychex INC | 株式-IT | 0.49% | — | -2.00% | |
| 47 | ✓ | On Hldg AG | 株式-その他 | 0.49% | — | -1.76% | |
| 48 | EMR | Emerson Electric Co | 株式-資本財 | 0.49% | — | -0.11% | |
| 49 | OKE | Oneok INC | 株式-エネルギー | 0.49% | — | +6.08% | |
| 50 | NOW | Servicenow INC | 株式-IT | 0.48% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.6% | +2.49% | 増加 |
| 2 | ABBV | Abbvie INC | +0.3% | -0.31% | 減少 |
| 3 | JPM | Jpmorgan Chase & Co | +0.3% | +6.34% | 増加 |
| 4 | AMGN | Amgen INC | +0.2% | -0.51% | 減少 |
| 5 | BMY | Bristol-myers Squibb Co | +0.2% | +22.54% | 増加 |
| 6 | CRWD | Crowdstrike Holdings INC - A | +0.2% | +7.33% | 増加 |
| 7 | UBER | Uber Technologies INC | +0.2% | +20.26% | 増加 |
| 8 | ABT | Abbott Laboratories | +0.2% | -0.33% | 減少 |
| 9 | IBM | Intl Business Machines CORP | +0.2% | +49.18% | 増加 |
| 10 | XOM | Exxon Mobil CORP | +0.2% | -0.29% | 減少 |
| 11 | USB | US Bancorp | +0.2% | NEW | 新規購入 |
| 12 | VRTX | Vertex Pharmaceuticals INC | +0.2% | -0.86% | 減少 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | +7.35% | 増加 |
| 14 | V | Visa Inc-class A Shares | +0.2% | +0.03% | 増加 |
| 15 | ADP | Automatic Data Processing | +0.2% | NEW | 新規購入 |
| 16 | PANW | Palo Alto Networks INC | +0.2% | +1.45% | 増加 |
| 17 | RTX | Rtx CORP | +0.2% | +4.47% | 増加 |
| 18 | GS | Goldman Sachs Group INC | +0.1% | +42.23% | 増加 |
| 19 | HON | Honeywell International INC | +0.1% | -1.45% | 減少 |
| 20 | AXP | American Express Co | 0% | +0.93% | 増加 |
| 21 | AAPL | Apple INC | — | +0.16% | 増加 |
| 22 | ETN | Eaton Corporation plc | 0% | +6.17% | 増加 |
| 23 | IWM | Ishares Russell 2000 ETF | 0% | -11.47% | 減少 |
| 24 | MSFT | Microsoft CORP | -0.1% | -3.75% | 減少 |
| 25 | ✓ | On Hldg AG | -0.1% | -1.76% | 減少 |
| 26 | ORCL | Oracle CORP | -0.1% | -0.60% | 減少 |
| 27 | GOOG | Alphabet Inc-cl C | -0.1% | — | 変化なし |
| 28 | NOW | Servicenow INC | -0.1% | — | 変化なし |
| 29 | XYZ | Block INC | -0.1% | +9.65% | 増加 |
| 30 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.04% | 減少 |
| 31 | CRM | Salesforce INC | -0.1% | +0.47% | 増加 |
| 32 | EA | Electronic Arts INC | -0.2% | EXIT | 全売却 |
| 33 | TER | Teradyne INC | -0.2% | EXIT | 全売却 |
| 34 | FDX | Fedex CORP | -0.2% | EXIT | 全売却 |
| 35 | TSLA | Tesla INC | -0.2% | — | 変化なし |
| 36 | PEP | Pepsico INC | -0.2% | EXIT | 全売却 |
| 37 | PYPL | Paypal Holdings INC | -0.2% | EXIT | 全売却 |
| 38 | NKE | Nike INC -cl B | -0.2% | EXIT | 全売却 |
| 39 | TGT | Target CORP | -0.2% | EXIT | 全売却 |
| 40 | SWKS | Skyworks Solutions INC | -0.2% | EXIT | 全売却 |
| 41 | ANET | Arista Networks INC | -0.2% | EXIT | 全売却 |
| 42 | DELL | Dell Technologies -c | -0.2% | -34.44% | 減少 |
| 43 | AVAV | Aerovironment INC | -0.2% | EXIT | 全売却 |
| 44 | MRVL | Marvell Technology INC | -0.3% | +1.60% | 増加 |
| 45 | AMD | Advanced Micro Devices | -0.3% | -3.94% | 減少 |
| 46 | ON | On Semiconductor | -0.3% | EXIT | 全売却 |
| 47 | AVGO | Broadcom INC | -0.4% | +4.02% | 増加 |
| 48 | PRCT | Procept Biorobotics CORP | -0.5% | -0.14% | 減少 |
| 49 | LRCX | Lam Research CORP | -0.7% | EXIT | 全売却 |
| 50 | NVDA | Nvidia CORP | -2% | +0.37% | 増加 |