CIK: 0002055557
申告総資産額
$1.8億
上位200銘柄を表示中（全205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 | FBND | Fidelity Total Bond ETF | ETF-その他 | 8.30% | +0.01% | -2.00% | |
| 2 | VST | Vistra CORP | 株式-公益事業 | 6.63% | +0.15% | +67.83% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 6.55% | +0.11% | +36.01% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.93% | +0.56% | -3.03% | |
| 5 | P | Everpure Inc-a | 株式-IT | 5.91% | -5.91% | EXIT | |
| 6 | PFF | Ishares Preferred & Income S | ETF-その他 | 5.45% | +0.36% | +2.79% | |
| 7 | CRM | Salesforce INC | 株式-IT | 5.26% | -1.04% | +100.15% | |
| 8 | UPS | United Parcel Service-cl B | 株式-資本財 | 4.77% | +0.57% | -14.05% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 4.30% | -4.30% | EXIT | |
| 10 | CEG | Constellation Energy | 株式-公益事業 | 4.26% | -0.58% | — | |
| 11 | AAL | American Airlines Group INC | 株式-資本財 | 4.10% | -4.04% | +21413.33% | |
| 12 | AMCR | Amcor plc | 株式-一般消費財 | 4.10% | +0.22% | — | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 4.00% | -0.05% | +2994.41% | |
| 14 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.98% | +1.48% | +145.07% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.81% | -1.34% | +0.10% | |
| 16 | GIS | General Mills INC | 株式-生活必需品 | 3.60% | -0.34% | +1.74% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 3.50% | -0.59% | +420000.00% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.51% | -2.51% | EXIT | |
| 19 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-その他 | 2.30% | +0.27% | — | |
| 20 | CPB | THE Campbell's Company | 株式-生活必需品 | 1.83% | — | — | |
| 21 | AZ | A2z Cust2mate Solutions CORP | 株式-その他 | 1.47% | -0.09% | +51.24% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.23% | +0.13% | +2.09% | |
| 23 | RYN | Rayonier INC | 株式-不動産 | 1.22% | -0.01% | +223.24% | |
| 24 | BGC | Bgc Group Inc-a | 株式-金融 | 0.56% | +0.02% | -52.09% | |
| 25 | GS | Goldman Sachs Group INC | 株式-金融 | 0.40% | +0.06% | — | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | +0.04% | -4.50% | |
| 27 | AMD | Advanced Micro Devices | 株式-IT | 0.25% | -0.25% | EXIT | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.22% | +0.04% | — | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.21% | +4.12% | +110.71% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.19% | — | +31.94% | |
| 31 | PGX | Invesco Preferred ETF | ETF-その他 | 0.15% | — | — | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.15% | +0.02% | -4.74% | |
| 33 | VTRS | Viatris INC | 株式-ヘルスケア | 0.11% | +0.02% | — | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.11% | — | — | |
| 35 | NRK | Nuveen Ny Amt-fr Muni INC | 株式-その他 | 0.10% | — | — | |
| 36 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.09% | — | -73.66% | |
| 37 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.09% | — | — | |
| 38 | BN | Brookfield CORP | 株式-金融 | 0.09% | — | — | |
| 39 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 0.08% | — | — | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.08% | — | — | |
| 41 | BA | Boeing Co/the | 株式-資本財 | 0.08% | — | -3.69% | |
| 42 | AAPL | Apple INC | 株式-IT | 0.08% | — | -52.66% | |
| 43 | EIM | Eaton Vance Municipal Bond | 株式-その他 | 0.08% | — | — | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.07% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.07% | — | -11.11% | |
| 46 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.05% | +4.58% | — | |
| 47 | ECL | Ecolab INC | 株式-素材 | 0.05% | — | — | |
| 48 | UBS | UBS Group AG | 株式-金融 | 0.05% | — | -75.00% | |
| 49 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.04% | — | +46000.00% | |
| 50 | AES | Aes CORP | 株式-公益事業 | 0.04% | — | -37.50% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAL | American Airlines Group INC | +4.1% | +21413.33% | 増加 |
| 2 | MSFT | Microsoft CORP | +3.8% | +2994.41% | 増加 |
| 3 | XLE | Ss Energy Select Sector | +3.5% | +420000.00% | 増加 |
| 4 | XLK | Ss Technology Select Sector | +1.9% | +145.07% | 増加 |
| 5 | VST | Vistra CORP | +1.5% | +67.83% | 増加 |
| 6 | P | Everpure Inc-a | +0.8% | +59.92% | 増加 |
| 7 | CRM | Salesforce INC | +0.8% | +100.15% | 増加 |
| 8 | RYN | Rayonier INC | +0.7% | +223.24% | 増加 |
| 9 | NVDA | Nvidia CORP | +0.3% | +36.01% | 増加 |
| 10 | AZ | A2z Cust2mate Solutions CORP | +0.3% | +51.24% | 増加 |
| 11 | ORCL | Oracle CORP | +0.1% | +110.71% | 増加 |
| 12 | CAG | Conagra Brands INC | 0% | +46000.00% | 増加 |
| 13 | MRK | Merck & Co. INC. | 0% | -98.20% | 減少 |
| 14 | ABBV | Abbvie INC | -0.1% | -4.50% | 減少 |
| 15 | AAPL | Apple INC | -0.1% | -52.66% | 減少 |
| 16 | VB | Vanguard Small-cap ETF | -0.2% | +2.09% | 増加 |
| 17 | UBS | UBS Group AG | -0.2% | -75.00% | 減少 |
| 18 | VOD | Vodafone Group Plc-sp Adr | -0.3% | -73.66% | 減少 |
| 19 | BGC | Bgc Group Inc-a | -0.7% | -52.09% | 減少 |
| 20 | PFF | Ishares Preferred & Income S | -1.1% | +2.79% | 増加 |
| 21 | AMZN | Amazon.com INC | -1.3% | +0.10% | 増加 |
| 22 | GIS | General Mills INC | -1.8% | +1.74% | 増加 |
| 23 | IVV | Ishares Core S&p 500 ETF | -1.8% | -3.03% | 減少 |
| 24 | UPS | United Parcel Service-cl B | -2% | -14.05% | 減少 |
| 25 | FBND | Fidelity Total Bond ETF | -2.1% | -2.00% | 減少 |
| 26 | INTC | Intel CORP | -3.7% | -100.00% | 減少 |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -4.1% | -99.87% | 減少 |
| 28 | DOW | Dow INC | -4.2% | -100.00% | 減少 |
| 29 | SLB | Slb LTD | — | EXIT | 全売却 |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | 新規購入 |
| 31 | CEG | Constellation Energy | — | NEW | 新規購入 |
| 32 | AMCR | Amcor plc | — | EXIT | 全売却 |
| 33 | AMCR | Amcor plc | — | NEW | 新規購入 |
| 34 | VOO | Vanguard S&p 500 ETF | — | NEW | 新規購入 |
| 35 | XHB | Ss Spdr S&p Homebldrs ETF | — | NEW | 新規購入 |
| 36 | CPB | THE Campbell's Company | — | NEW | 新規購入 |
| 37 | FANG | Diamondback Energy INC | — | EXIT | 全売却 |
| 38 | GLNG | Golar LNG Limited | — | EXIT | 全売却 |
| 39 | CLX | Clorox Company | — | EXIT | 全売却 |
| 40 | IGV | Ishares Expanded Tech-softwa | — | NEW | 新規購入 |
| 41 | ECL | Ecolab INC | — | NEW | 新規購入 |
| 42 | META | Meta Platforms Inc-class A | — | EXIT | 全売却 |
| 43 | JBLU | Jetblue Airways CORP | — | NEW | 新規購入 |
| 44 | AMAT | Applied Materials INC | — | EXIT | 全売却 |
| 45 | PEG | Public Service Enterprise Gp | — | NEW | 新規購入 |
| 46 | OMC | Omnicom Group | — | NEW | 新規購入 |
| 47 | PAYX | Paychex INC | — | NEW | 新規購入 |
| 48 | WH | Wyndham Hotels & Resorts INC | — | NEW | 新規購入 |
| 49 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 50 | VALE | Vale Sa-sp Adr | — | EXIT | 全売却 |