CIK: 0001056515
申告総資産額
$7.2億
上位200銘柄を表示中(全268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 | 3.78% | — | -0.72% | |
| 2 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.51% | — | -1.78% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.49% | — | +0.44% | |
| 4 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 2.37% | — | -2.38% | |
| 5 | ✓ | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 2.25% | — | -1.32% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 2.22% | — | -1.78% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.93% | — | +0.29% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.91% | — | -0.58% | |
| 9 | BA | Boeing Co/the | 株式-資本財 | 1.82% | — | -2.20% | |
| 10 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.81% | — | -2.21% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.78% | — | -2.41% | |
| 12 | MMM | 3m Co | 株式-資本財 | 1.73% | — | -1.16% | |
| 13 | XLF | Ss Financial Select Sector | ETF-その他 | 1.71% | — | -1.02% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.70% | — | -0.05% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.59% | — | -0.14% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.49% | — | -0.68% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.44% | — | -4.29% | |
| 18 | MO | Altria Group INC | 株式-生活必需品 | 1.43% | — | -1.82% | |
| 19 | UTXZ | United Tech CORP | 株式-その他 | 1.41% | — | -1.50% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | — | -0.36% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.26% | — | +4.15% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.25% | — | -0.36% | |
| 23 | ✓ | Sector Spdr Tr Shs Ben Int Ind | 株式-その他 | 1.22% | — | +2.22% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 1.18% | — | -1.09% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.18% | — | -2.98% | |
| 26 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.13% | — | -1.19% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.12% | — | -2.85% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.05% | — | +9.66% | |
| 29 | HON | Honeywell International INC | 株式-資本財 | 1.04% | — | -1.93% | |
| 30 | T | At&t INC | 株式-通信サービス | 1.04% | — | +1.06% | |
| 31 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.94% | — | — | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.93% | — | -0.95% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.92% | — | -0.79% | |
| 34 | BBH | Vaneck Biotech ETF | ETF-テック型 | 0.92% | — | +0.33% | |
| 35 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.89% | — | -0.66% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.85% | — | +0.47% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.84% | — | +1.03% | |
| 38 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.82% | — | -0.62% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.82% | — | -0.47% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.78% | — | +3.16% | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.78% | — | -2.10% | |
| 42 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.77% | — | -0.53% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.73% | — | -0.19% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.73% | — | -3.00% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.72% | — | — | |
| 46 | ✓ | CenterPoint Energy, Inc. | 株式-その他 | 0.71% | — | +0.64% | |
| 47 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.66% | — | -2.39% | |
| 48 | IHE | Ishares US Pharmaceuticals E | ETF-その他 | 0.64% | — | -1.91% | |
| 49 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.64% | — | +3.06% | |
| 50 | AIG | American International Group | 株式-金融 | 0.61% | — | -2.75% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BA | Boeing Co/the | +0.3% | -2.20% | 減少 |
| 2 | AAPL | Apple INC | +0.1% | -0.72% | 減少 |
| 3 | META | Meta Platforms Inc-class A | +0.1% | -2.41% | 減少 |
| 4 | VZ | Verizon Communications INC | +0.1% | -0.05% | 減少 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +4.15% | 増加 |
| 6 | VGT | Vanguard Info Tech ETF | +0.1% | -0.58% | 減少 |
| 7 | V | Visa Inc-class A Shares | +0.1% | -1.09% | 減少 |
| 8 | CVX | Chevron CORP | +0.1% | +0.47% | 増加 |
| 9 | XLY | Ss Consumer Disc Select Sect | +0.1% | +9.66% | 増加 |
| 10 | BMY | Bristol-myers Squibb Co | +0.1% | -0.19% | 減少 |
| 11 | FDN | First Trust Dj Internet Ind | +0.1% | -2.21% | 減少 |
| 12 | EFA | Ishares Msci Eafe ETF | +0.1% | +9.51% | 増加 |
| 13 | HD | Home Depot INC | 0% | -1.78% | 減少 |
| 14 | ✓ | Sector Spdr Tr Shs Ben Int Ind | 0% | +2.22% | 増加 |
| 15 | MSFT | Microsoft CORP | 0% | +1.03% | 増加 |
| 16 | INDA | Ishares Msci India ETF | 0% | +21.32% | 増加 |
| 17 | LRCXEUR | Lam Research CORP | 0% | — | 変化なし |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.44% | 増加 |
| 19 | BBH | Vaneck Biotech ETF | 0% | +0.33% | 増加 |
| 20 | UPS | United Parcel Service-cl B | 0% | -0.62% | 減少 |
| 21 | ✓ | CenterPoint Energy, Inc. | 0% | +0.64% | 増加 |
| 22 | LMT | Lockheed Martin CORP | 0% | +0.95% | 増加 |
| 23 | ROBO | Robo Global Robotics And Aut | 0% | +0.95% | 増加 |
| 24 | ✓ | Powershares Qqq Trust Ser 1 | 0% | -1.78% | 減少 |
| 25 | T | At&t INC | 0% | +1.06% | 増加 |
| 26 | XLF | Ss Financial Select Sector | 0% | -1.02% | 減少 |
| 27 | JPM | Jpmorgan Chase & Co | 0% | -0.68% | 減少 |
| 28 | PG | Procter & Gamble Co/the | 0% | -0.36% | 減少 |
| 29 | HON | Honeywell International INC | 0% | -1.93% | 減少 |
| 30 | ✓ | State Street SPDR Portfolio Nasdaq 100 ETF | 0% | -1.32% | 減少 |
| 31 | WFC | Wells Fargo & Co | -0.1% | -22.43% | 減少 |
| 32 | UBS | UBS Group AG | -0.1% | -14.43% | 減少 |
| 33 | KMB | Kimberly-clark CORP | -0.1% | -1.47% | 減少 |
| 34 | KHC | Kraft Heinz Co/the | -0.1% | -12.56% | 減少 |
| 35 | IP | International Paper Co | -0.1% | -8.74% | 減少 |
| 36 | PEP | Pepsico INC | -0.1% | -0.79% | 減少 |
| 37 | NSRGY | Nestle Sa-spons Adr | -0.1% | -0.66% | 減少 |
| 38 | IBM | Intl Business Machines CORP | -0.1% | -2.10% | 減少 |
| 39 | AEP | American Electric Power Company, Inc. | -0.1% | -0.53% | 減少 |
| 40 | UTXZ | United Tech CORP | -0.1% | -1.50% | 減少 |
| 41 | DIS | Walt Disney Co/the | -0.2% | -4.29% | 減少 |
| 42 | MO | Altria Group INC | -0.3% | -1.82% | 減少 |
| 43 | PXDEUR | Pioneer Natural Resources Co | -0.3% | -2.38% | 減少 |
| 44 | DD | DuPont de Nemours, Inc. | — | NEW | 新規購入 |
| 45 | DUK | Du Pont E I De Nemour&Co | — | EXIT | 全売却 |
| 46 | IGF | Ishares Global Infrastructur | — | NEW | 新規購入 |
| 47 | DOW | Dow Chem Co | — | EXIT | 全売却 |
| 48 | REYN | Reynolds Consumer Products Inc. | — | EXIT | 全売却 |
| 49 | VFINX | Vanguard 500 Index-inv | — | NEW | 新規購入 |
| 50 | ✓ | — | EXIT | 全売却 |