CIK: 0001056515
申告総資産額
$7.2億
上位200銘柄を表示中（全232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 | 5.06% | — | -1.63% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.17% | — | +1.24% | |
| 3 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.06% | — | +0.16% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.80% | — | -0.57% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.63% | — | -0.94% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.34% | — | -0.63% | |
| 7 | ✓ | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 2.20% | — | -0.83% | |
| 8 | XLF | Ss Financial Select Sector | ETF-その他 | 2.18% | — | +0.19% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.00% | — | +1.38% | |
| 10 | BA | Boeing Co/the | 株式-資本財 | 1.90% | — | -1.92% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.87% | — | -1.85% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.83% | — | -2.06% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.81% | — | +0.03% | |
| 14 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.80% | — | -1.35% | |
| 15 | ✓ | Sector Spdr Tr Shs Ben Int Ind | 株式-その他 | 1.80% | — | +0.36% | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 1.73% | — | -1.05% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.73% | — | -0.50% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.71% | — | -0.52% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.61% | — | +1.53% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.60% | — | -1.63% | |
| 21 | UTXZ | United Tech CORP | 株式-その他 | 1.44% | — | -1.21% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.43% | — | -0.71% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.31% | — | -1.96% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.23% | — | -2.28% | |
| 25 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.21% | — | +3.68% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.16% | — | +1.83% | |
| 27 | MMM | 3m Co | 株式-資本財 | 1.12% | — | -1.07% | |
| 28 | HON | Honeywell International INC | 株式-資本財 | 1.07% | — | -1.25% | |
| 29 | SYK | Stryker CORP | 株式-ヘルスケア | 1.05% | — | +1.68% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 1.02% | — | +1.87% | |
| 31 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.02% | — | -0.90% | |
| 32 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.00% | — | -2.19% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.97% | — | -0.62% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.90% | — | -2.38% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | — | -2.23% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.87% | — | -0.70% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.82% | — | +1.54% | |
| 38 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.78% | — | -1.83% | |
| 39 | UNP | Union Pacific CORP | 株式-資本財 | 0.75% | — | -3.22% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.73% | — | -1.59% | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.71% | — | -6.98% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | — | -3.09% | |
| 43 | BBH | Vaneck Biotech ETF | ETF-テック型 | 0.66% | — | -1.34% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.66% | — | -2.17% | |
| 45 | IR | Ingersoll-rand PLC | 株式-資本財 | 0.63% | — | +0.03% | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.60% | — | -2.45% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.60% | — | -0.84% | |
| 48 | ✓ | Select Sector Spdr Tr Sbi Mate | 株式-その他 | 0.60% | — | +0.61% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.59% | — | -0.64% | |
| 50 | CRM | Salesforce INC | 株式-IT | 0.58% | — | -0.10% |
| # | 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 | +0.6% | -1.63% | 減少 |
| 2 | HD | Home Depot INC | +0.2% | -1.85% | 減少 |
| 3 | PG | Procter & Gamble Co/the | +0.2% | -0.71% | 減少 |
| 4 | MSFT | Microsoft CORP | +0.1% | +1.38% | 増加 |
| 5 | JPM | Jpmorgan Chase & Co | +0.1% | +0.03% | 増加 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.24% | 増加 |
| 7 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +1.83% | 増加 |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | -2.38% | 減少 |
| 9 | VZ | Verizon Communications INC | +0.1% | -1.05% | 減少 |
| 10 | UPS | United Parcel Service-cl B | +0.1% | -2.45% | 減少 |
| 11 | SYK | Stryker CORP | +0.1% | +1.68% | 増加 |
| 12 | WMT | Walmart INC | +0.1% | +9.89% | 増加 |
| 13 | T | At&t INC | +0.1% | -2.17% | 減少 |
| 14 | PEP | Pepsico INC | +0.1% | +1.87% | 増加 |
| 15 | KO | Coca-cola Co/the | +0.1% | -0.62% | 減少 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.09% | 減少 |
| 17 | UTXZ | United Tech CORP | +0.1% | -1.21% | 減少 |
| 18 | XLC | Ss Comm Select Sector Spdr | +0.1% | +3.68% | 増加 |
| 19 | BA | Boeing Co/the | +0.1% | -1.92% | 減少 |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | -1.59% | 減少 |
| 21 | HSY | Hershey Co/the | +0.1% | +2.43% | 増加 |
| 22 | LMT | Lockheed Martin CORP | +0.1% | +2.68% | 増加 |
| 23 | HON | Honeywell International INC | 0% | -1.25% | 減少 |
| 24 | XLE | Ss Energy Select Sector | 0% | -1.13% | 減少 |
| 25 | UNP | Union Pacific CORP | -0.1% | -3.22% | 減少 |
| 26 | UNH | Unitedhealth Group INC | -0.1% | -1.98% | 減少 |
| 27 | IYH | Ishares U.s. Healthcare ETF | -0.1% | -2.19% | 減少 |
| 28 | ✓ | US Well Services Inc | -0.1% | — | 変化なし |
| 29 | V | Visa Inc-class A Shares | -0.1% | -2.06% | 減少 |
| 30 | PFE | Pfizer INC | -0.1% | +2.84% | 増加 |
| 31 | IHE | Ishares US Pharmaceuticals E | -0.1% | -2.22% | 減少 |
| 32 | CSCO | Cisco Systems INC | -0.1% | -2.56% | 減少 |
| 33 | ✓ | State Street SPDR Portfolio Nasdaq 100 ETF | -0.1% | -0.83% | 減少 |
| 34 | BBH | Vaneck Biotech ETF | -0.1% | -1.34% | 減少 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.63% | 減少 |
| 36 | CVX | Chevron CORP | -0.1% | -2.23% | 減少 |
| 37 | DIS | Walt Disney Co/the | -0.1% | +1.53% | 増加 |
| 38 | MMM | 3m Co | -0.1% | -1.07% | 減少 |
| 39 | ✓ | FedEx Corporation | -0.1% | -9.06% | 減少 |
| 40 | CSX | Csx CORP | -0.1% | -3.19% | 減少 |
| 41 | JNJ | Johnson & Johnson | -0.1% | -0.50% | 減少 |
| 42 | XOM | Exxon Mobil CORP | -0.1% | -2.28% | 減少 |
| 43 | META | Meta Platforms Inc-class A | -0.1% | -0.52% | 減少 |
| 44 | FDN | First Trust Dj Internet Ind | -0.1% | -1.35% | 減少 |
| 45 | MO | Altria Group INC | -0.2% | -6.98% | 減少 |
| 46 | AMZN | Amazon.com INC | -0.2% | -0.63% | 減少 |
| 47 | NFLX | Netflix INC | -0.2% | -52.40% | 減少 |
| 48 | LHX | L3harris Technologies INC | — | NEW | 新規購入 |
| 49 | ✓ | — | EXIT | 全売却 | |
| 50 | SIEGY | Siemens Ag-spons Adr | — | EXIT | 全売却 |