CIK: 0001056515
申告総資産額
$7.2億
上位200銘柄を表示中(全239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 | 4.51% | — | -1.87% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.07% | — | -4.63% | |
| 3 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.99% | — | +11.69% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.77% | — | -4.09% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.58% | — | -0.11% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.55% | — | -2.32% | |
| 7 | ✓ | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 2.26% | — | +0.27% | |
| 8 | XLF | Ss Financial Select Sector | ETF-その他 | 2.13% | — | +7.66% | |
| 9 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.94% | — | -2.24% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.89% | — | +8.16% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.88% | — | -3.89% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.86% | — | -0.93% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.85% | — | -1.51% | |
| 14 | BA | Boeing Co/the | 株式-資本財 | 1.84% | — | -3.48% | |
| 15 | ✓ | Sector Spdr Tr Shs Ben Int Ind | 株式-その他 | 1.77% | — | +2.58% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.71% | — | +2.99% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.69% | — | +1.72% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.68% | — | -1.60% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.66% | — | +1.18% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.64% | — | -1.68% | |
| 21 | UTXZ | United Tech CORP | 株式-その他 | 1.38% | — | -2.19% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.36% | — | +1.07% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.29% | — | +0.30% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.26% | — | -3.37% | |
| 25 | MMM | 3m Co | 株式-資本財 | 1.19% | — | -1.14% | |
| 26 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.15% | — | +87.87% | |
| 27 | HON | Honeywell International INC | 株式-資本財 | 1.11% | — | -1.31% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.07% | — | +10.35% | |
| 29 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.05% | — | -2.60% | |
| 30 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.99% | — | +0.10% | |
| 31 | SYK | Stryker CORP | 株式-ヘルスケア | 0.98% | — | +0.16% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.95% | — | -0.65% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.94% | — | +2.61% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.91% | — | -1.20% | |
| 35 | MO | Altria Group INC | 株式-生活必需品 | 0.87% | — | -4.45% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.86% | — | -7.61% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | — | +1.82% | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 0.80% | — | -2.32% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.80% | — | +18.63% | |
| 40 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.75% | — | -7.18% | |
| 41 | BBH | Vaneck Biotech ETF | ETF-テック型 | 0.72% | — | -5.88% | |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.67% | — | -4.62% | |
| 43 | IR | Ingersoll-rand PLC | 株式-資本財 | 0.64% | — | -2.30% | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.61% | — | -0.28% | |
| 45 | CSX | Csx CORP | 株式-資本財 | 0.61% | — | +0.56% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.60% | — | +9.49% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | — | -4.69% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.59% | — | -7.44% | |
| 49 | ✓ | Select Sector Spdr Tr Sbi Mate | 株式-その他 | 0.59% | — | +24.77% | |
| 50 | CRM | Salesforce INC | 株式-IT | 0.59% | — | +24.95% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XLC | Ss Comm Select Sector Spdr | +0.6% | +87.87% | 増加 |
| 2 | XLY | Ss Consumer Disc Select Sect | +0.4% | +11.69% | 増加 |
| 3 | MSFT | Microsoft CORP | +0.3% | +8.16% | 増加 |
| 4 | DIS | Walt Disney Co/the | +0.3% | -1.60% | 減少 |
| 5 | XLF | Ss Financial Select Sector | +0.3% | +7.66% | 増加 |
| 6 | META | Meta Platforms Inc-class A | +0.2% | -1.51% | 減少 |
| 7 | BAC | Bank Of America CORP | +0.2% | +61.02% | 増加 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +2.99% | 増加 |
| 9 | ✓ | Select Sector Spdr Tr Sbi Mate | +0.1% | +24.77% | 増加 |
| 10 | HD | Home Depot INC | +0.1% | +1.72% | 増加 |
| 11 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +10.35% | 増加 |
| 12 | MRK | Merck & Co. INC. | +0.1% | +18.63% | 増加 |
| 13 | ED | Consolidated Edison INC | +0.1% | +34.97% | 増加 |
| 14 | V | Visa Inc-class A Shares | +0.1% | -3.89% | 減少 |
| 15 | MCD | Mcdonald's CORP | +0.1% | +0.30% | 増加 |
| 16 | CRM | Salesforce INC | +0.1% | +24.95% | 増加 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.18% | 増加 |
| 18 | LMT | Lockheed Martin CORP | +0.1% | +1.15% | 増加 |
| 19 | VGT | Vanguard Info Tech ETF | +0.1% | -0.11% | 減少 |
| 20 | IR | Ingersoll-rand PLC | +0.1% | -2.30% | 減少 |
| 21 | ✓ | Sector Spdr Tr Shs Ben Int Ind | +0.1% | +2.58% | 増加 |
| 22 | HON | Honeywell International INC | +0.1% | -1.31% | 減少 |
| 23 | KO | Coca-cola Co/the | +0.1% | -1.20% | 減少 |
| 24 | AXP | American Express Co | +0.1% | +2.58% | 増加 |
| 25 | CP | Canadian Pacific Kansa F | +0.1% | +7.48% | 増加 |
| 26 | AMZN | Amazon.com INC | 0% | -2.32% | 減少 |
| 27 | EFA | Ishares Msci Eafe ETF | 0% | +9.49% | 増加 |
| 28 | APD | Air Products & Chemicals INC | 0% | -1.01% | 減少 |
| 29 | PEP | Pepsico INC | 0% | -0.65% | 減少 |
| 30 | XLK | Ss Technology Select Sector | 0% | +0.10% | 増加 |
| 31 | AAPL | Apple INC | — | -1.87% | 減少 |
| 32 | SIEGY | Siemens Ag-spons Adr | -0.1% | -44.66% | 減少 |
| 33 | IGF | Ishares Global Infrastructur | -0.1% | -36.10% | 減少 |
| 34 | ✓ | US Well Services Inc | -0.1% | — | 変化なし |
| 35 | GOOG | Alphabet Inc-cl C | -0.1% | +1.82% | 増加 |
| 36 | ✓ | SPDR Gold Shares | -0.1% | -34.34% | 減少 |
| 37 | XOM | Exxon Mobil CORP | -0.1% | +1.07% | 増加 |
| 38 | GOOGL | Alphabet Inc-cl A | -0.1% | -4.69% | 減少 |
| 39 | ✓ | FedEx Corporation | -0.1% | -17.91% | 減少 |
| 40 | VZ | Verizon Communications INC | -0.1% | -1.68% | 減少 |
| 41 | BMY | Bristol-myers Squibb Co | -0.2% | -36.74% | 減少 |
| 42 | UPS | United Parcel Service-cl B | -0.2% | -15.88% | 減少 |
| 43 | BA | Boeing Co/the | -0.2% | -3.48% | 減少 |
| 44 | MO | Altria Group INC | -0.3% | -4.45% | 減少 |
| 45 | MMM | 3m Co | -0.3% | -1.14% | 減少 |
| 46 | DD | DuPont de Nemours, Inc. | — | EXIT | 全売却 |
| 47 | 6D8 | Dupont De Nemours INC | — | NEW | 新規購入 |
| 48 | DOW | Dow INC | — | NEW | 新規購入 |
| 49 | EWJ | Ishares Msci Japan ETF | — | EXIT | 全売却 |
| 50 | IEUR | Ishares Core Msci Europe ETF | — | NEW | 新規購入 |