CIK: 0001427351
申告総資産額
$4.7億
上位200銘柄を表示中（全213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 | AAPL | Apple INC | 株式-IT | 5.73% | +0.06% | +26.59% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 5.64% | +1.41% | -8.60% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.41% | — | -4.07% | |
| 4 | ADBE | Adobe INC | 株式-IT | 2.91% | -0.24% | -1.16% | |
| 5 | CVX | Chevron CORP | 株式-エネルギー | 2.39% | -0.44% | -0.18% | |
| 6 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.86% | -0.65% | +0.91% | |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.66% | — | +15.93% | |
| 8 | FDX | Fedex CORP | 株式-資本財 | 1.60% | -0.21% | -5.69% | |
| 9 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.48% | — | -0.26% | |
| 10 | WMT | Walmart INC | 株式-生活必需品 | 1.45% | -0.29% | -7.90% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.43% | +0.02% | -3.38% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.42% | — | +70.65% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.40% | — | — | |
| 14 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.31% | — | -8.96% | |
| 15 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.30% | -0.49% | -12.36% | |
| 16 | ORCL | Oracle CORP | 株式-IT | 1.29% | — | +0.78% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.27% | — | +5.64% | |
| 18 | MET | Metlife INC | 株式-金融 | 1.26% | — | -1.99% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.24% | -0.29% | +19.98% | |
| 20 | QCOM | Qualcomm INC | 株式-IT | 1.22% | +0.15% | -3.95% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.17% | +0.11% | +95.43% | |
| 22 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 1.13% | +0.24% | -4.98% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.12% | — | -9.43% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.12% | +0.02% | -1.93% | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 1.10% | +0.43% | -7.90% | |
| 26 | CBRE | Cbre Group INC - A | 株式-不動産 | 1.06% | — | — | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.01% | — | +3.74% | |
| 28 | WGO | Winnebago Industries | 株式-その他 | 1.01% | — | -5.77% | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.00% | — | +1.76% | |
| 30 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.95% | — | -1.88% | |
| 31 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.92% | -0.16% | EXIT | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.91% | +0.12% | +65.28% | |
| 33 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.81% | — | -3.35% | |
| 34 | DOCU | Docusign INC | 株式-IT | 0.78% | — | -1.77% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.77% | — | — | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.75% | — | +6.77% | |
| 37 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 0.72% | -0.14% | EXIT | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.70% | — | -4.94% | |
| 39 | DOC | Healthpeak Properties INC | 株式-不動産 | 0.68% | +0.10% | -1.82% | |
| 40 | XLB | Ss Materials Select Sector | ETF-その他 | 0.67% | — | +0.01% | |
| 41 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.66% | — | -27.92% | |
| 42 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 0.64% | — | +1.47% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | — | +29.13% | |
| 44 | WY | Weyerhaeuser Co | 株式-不動産 | 0.62% | — | -2.59% | |
| 45 | C | Citigroup INC | 株式-金融 | 0.59% | +0.07% | -0.26% | |
| 46 | MDT | Medtronic plc | 株式-ヘルスケア | 0.59% | — | +97.31% | |
| 47 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.59% | — | +2.16% | |
| 48 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.59% | — | -0.95% | |
| 49 | TGNA | Tegna INC | 株式-その他 | 0.59% | — | -7.70% | |
| 50 | CB | Chubb Limited | 株式-金融 | 0.58% | — | -18.24% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +1.5% | +26.59% | 増加 |
| 2 | MDY | State Street Spdr S&p Midcap | +0.6% | +70.65% | 増加 |
| 3 | PLTR | Palantir Technologies Inc-a | +0.6% | -12.36% | 減少 |
| 4 | IWM | Ishares Russell 2000 ETF | +0.4% | +65.28% | 増加 |
| 5 | NVO | Novo-nordisk A/s-spons Adr | +0.3% | +95.43% | 増加 |
| 6 | XLI | Ss Industrial Select Sector | +0.3% | NEW | 新規購入 |
| 7 | IHI | Ishares U.s. Medical Devices | +0.3% | +357.36% | 増加 |
| 8 | MDT | Medtronic plc | +0.3% | +97.31% | 増加 |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | +0.3% | NEW | 新規購入 |
| 10 | DOCU | Docusign INC | +0.2% | -1.77% | 減少 |
| 11 | PTLC | Pacer Trendpilot US Large Ca | +0.2% | NEW | 新規購入 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +29.13% | 増加 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +19.98% | 増加 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -8.60% | 減少 |
| 15 | AEP | American Electric Power | +0.2% | +62.53% | 増加 |
| 16 | XES | Ss Spdr S&p Og Eqp & Serv | +0.2% | +69.15% | 増加 |
| 17 | LRCX | Lam Research CORP | +0.1% | NEW | 新規購入 |
| 18 | AXON | Axon Enterprise INC | +0.1% | -6.67% | 減少 |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +31.48% | 増加 |
| 20 | KMI | Kinder Morgan INC | +0.1% | -3.35% | 減少 |
| 21 | XLE | Ss Energy Select Sector | +0.1% | +51.99% | 増加 |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +15.93% | 増加 |
| 23 | MCD | Mcdonald's CORP | +0.1% | NEW | 新規購入 |
| 24 | HSY | Hershey Co/the | +0.1% | NEW | 新規購入 |
| 25 | NVDA | Nvidia CORP | +0.1% | +6.77% | 増加 |
| 26 | NUE | Nucor CORP | -0.1% | — | 変化なし |
| 27 | UBER | Uber Technologies INC | -0.1% | EXIT | 全売却 |
| 28 | CVS | Cvs Health CORP | -0.1% | -17.40% | 減少 |
| 29 | EWT | Ishares Msci Taiwan ETF | -0.1% | -28.45% | 減少 |
| 30 | XLB | Ss Materials Select Sector | -0.1% | +0.01% | 増加 |
| 31 | MGM | Mgm Resorts International | -0.1% | -9.96% | 減少 |
| 32 | DOC | Healthpeak Properties INC | -0.1% | -1.82% | 減少 |
| 33 | AMGN | Amgen INC | -0.1% | — | 変化なし |
| 34 | CMCSA | Comcast Corp-class A | -0.1% | -1.88% | 減少 |
| 35 | WY | Weyerhaeuser Co | -0.2% | -2.59% | 減少 |
| 36 | MCK | Mckesson CORP | -0.2% | -27.92% | 減少 |
| 37 | 6D8 | Dupont De Nemours INC | -0.2% | +1.17% | 増加 |
| 38 | GE | General Electric | -0.2% | -14.37% | 減少 |
| 39 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | 全売却 |
| 40 | CB | Chubb Limited | -0.2% | -18.24% | 減少 |
| 41 | BP | Bp Plc-spons Adr | -0.2% | -20.62% | 減少 |
| 42 | INTC | Intel CORP | -0.2% | -26.41% | 減少 |
| 43 | MTG | Mgic Investment CORP | -0.2% | -27.03% | 減少 |
| 44 | VZ | Verizon Communications INC | -0.2% | -16.52% | 減少 |
| 45 | QCOM | Qualcomm INC | -0.2% | -3.95% | 減少 |
| 46 | ABBV | Abbvie INC | -0.2% | -3.38% | 減少 |
| 47 | OI | O-i Glass INC | -0.3% | -40.17% | 減少 |
| 48 | MSFT | Microsoft CORP | -0.3% | -4.07% | 減少 |
| 49 | WGO | Winnebago Industries | -0.3% | -5.77% | 減少 |
| 50 | ADBE | Adobe INC | -0.6% | -1.16% | 減少 |