CIK: 0001056515
申告総資産額
$7.2億
上位200銘柄を表示中（全315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 | 4.75% | — | -3.18% | |
| 2 | ✓ | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 2.97% | — | -1.65% | |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.25% | — | +7.34% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.05% | — | -0.36% | |
| 5 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.85% | — | +9.95% | |
| 6 | VZ | Verizon Communications INC | 株式-通信サービス | 1.76% | — | -0.77% | |
| 7 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 1.71% | — | +57.31% | |
| 8 | UTXZ | United Tech CORP | 株式-その他 | 1.68% | — | -2.64% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.60% | — | -0.63% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.51% | — | +5.14% | |
| 11 | MMM | 3m Co | 株式-資本財 | 1.51% | — | -2.66% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.47% | — | +10.77% | |
| 13 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 1.42% | — | +1.70% | |
| 14 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.38% | — | -0.42% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.37% | — | -4.32% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.33% | — | +0.40% | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 1.23% | — | -1.19% | |
| 18 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.20% | — | -3.34% | |
| 19 | MO | Altria Group INC | 株式-生活必需品 | 1.18% | — | -2.18% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.17% | — | -2.74% | |
| 21 | WEP | Magellan Midstream Partners | 株式-その他 | 1.11% | — | -6.50% | |
| 22 | IHE | Ishares US Pharmaceuticals E | ETF-その他 | 1.11% | — | -1.99% | |
| 23 | XLF | Ss Financial Select Sector | ETF-その他 | 1.11% | — | -0.85% | |
| 24 | BA | Boeing Co/the | 株式-資本財 | 1.10% | — | +0.54% | |
| 25 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 1.00% | — | -1.03% | |
| 26 | ✓ | Market Vectors ETF Tr | ETF-その他 | 0.98% | — | -3.34% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.95% | — | -3.77% | |
| 28 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.95% | — | +0.03% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | — | +2.35% | |
| 30 | AIG | American International Group | 株式-金融 | 0.94% | — | +5.40% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.91% | — | -0.89% | |
| 32 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.90% | — | -1.52% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.90% | — | -9.93% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.87% | — | -1.62% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.85% | — | -4.31% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.84% | — | -1.45% | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.83% | — | +2.96% | |
| 38 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.82% | — | -4.44% | |
| 39 | UNP | Union Pacific CORP | 株式-資本財 | 0.80% | — | -5.20% | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.79% | — | -3.90% | |
| 41 | UBS | UBS Group AG | 株式-金融 | 0.74% | — | +78.47% | |
| 42 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.72% | — | +129.71% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.67% | — | +28.04% | |
| 44 | SLB | Slb LTD | 株式-エネルギー | 0.66% | — | +4.51% | |
| 45 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.65% | — | -1.17% | |
| 46 | CELG | Celgene CORP | 株式-その他 | 0.62% | — | -4.74% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | — | -1.16% | |
| 48 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.57% | — | -1.11% | |
| 49 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.54% | — | -4.41% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PXDEUR | Pioneer Natural Resources Co | +0.5% | +57.31% | 増加 |
| 2 | DIS | Walt Disney Co/the | +0.3% | +9.95% | 増加 |
| 3 | UBS | UBS Group AG | +0.3% | +78.47% | 増加 |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | +0.2% | +7.34% | 増加 |
| 5 | FXI | Ishares China Large-cap ETF | +0.2% | +122.96% | 増加 |
| 6 | SBUX | Starbucks CORP | +0.2% | +129.71% | 増加 |
| 7 | AIG | American International Group | +0.2% | +5.40% | 増加 |
| 8 | EFA | Ishares Msci Eafe ETF | +0.2% | +28.04% | 増加 |
| 9 | ✓ | FedEx Corporation | +0.1% | +38.70% | 増加 |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +2.35% | 増加 |
| 11 | HD | Home Depot INC | +0.1% | +10.77% | 増加 |
| 12 | CMCSA | Comcast Corp-class A | +0.1% | +28.32% | 増加 |
| 13 | V | Visa Inc-class A Shares | +0.1% | +24.44% | 増加 |
| 14 | CI | The Cigna Group | +0.1% | +4.87% | 増加 |
| 15 | INDA | Ishares Msci India ETF | +0.1% | +60.26% | 増加 |
| 16 | VGT | Vanguard Info Tech ETF | +0.1% | +5.14% | 増加 |
| 17 | AMZN | Amazon.com INC | +0.1% | -1.16% | 減少 |
| 18 | MA | Mastercard INC - A | +0.1% | +40.15% | 増加 |
| 19 | IHF | Ishares U.s. Healthcare Prov | +0.1% | +7.59% | 増加 |
| 20 | AAPL | Apple INC | -0.1% | -3.18% | 減少 |
| 21 | VZ | Verizon Communications INC | -0.1% | -0.77% | 減少 |
| 22 | HEDJ | Wisdomtree Europe Hedged Equ | -0.1% | +1.70% | 増加 |
| 23 | DUK | Du Pont E I De Nemour&Co | -0.1% | -1.17% | 減少 |
| 24 | BA | Boeing Co/the | -0.1% | +0.54% | 増加 |
| 25 | KMI | Kinder Morgan INC | -0.1% | -4.41% | 減少 |
| 26 | SIEGY | Siemens Ag-spons Adr | -0.1% | -20.77% | 減少 |
| 27 | DEO | Diageo Plc-sponsored Adr | -0.1% | -34.34% | 減少 |
| 28 | CVX | Chevron CORP | -0.1% | -1.62% | 減少 |
| 29 | PG | Procter & Gamble Co/the | -0.1% | -2.74% | 減少 |
| 30 | WMT | Walmart INC | -0.1% | -7.22% | 減少 |
| 31 | ✓ | Yahoo INC | -0.1% | -3.35% | 減少 |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | -9.93% | 減少 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -3.77% | 減少 |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | -20.06% | 減少 |
| 35 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -27.01% | 減少 |
| 36 | SO | Southern Co/the | -0.1% | -30.95% | 減少 |
| 37 | D | Dominion Energy INC | -0.1% | -15.41% | 減少 |
| 38 | MMM | 3m Co | -0.1% | -2.66% | 減少 |
| 39 | UTXZ | United Tech CORP | -0.1% | -2.64% | 減少 |
| 40 | WEP | Magellan Midstream Partners | -0.1% | -6.50% | 減少 |
| 41 | ✓ | Duke Energy Corporation | -0.1% | -21.84% | 減少 |
| 42 | EPD | Enterprise Products Partners | -0.2% | -3.34% | 減少 |
| 43 | UNP | Union Pacific CORP | -0.2% | -5.20% | 減少 |
| 44 | AMLPUSD | Alerian Mlp ETF | -0.3% | -59.68% | 減少 |
| 45 | ✓ | Meta Platforms, Inc. | — | EXIT | 全売却 |
| 46 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 47 | ✓ | — | NEW | 新規購入 | |
| 48 | ✓ | — | EXIT | 全売却 | |
| 49 | NTTYY | Ntt INC - Adr | — | NEW | 新規購入 |
| 50 | RTX 7.5 08-01-15 | United Technologies CORP | — | NEW | 新規購入 |