CIK: 0001056515
申告総資産額
$7.2億
上位200銘柄を表示中(全202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 | 8.61% | — | +273.56% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.88% | — | -1.38% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.64% | — | -2.86% | |
| 4 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.62% | — | -1.25% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.47% | — | -0.88% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.30% | — | -0.43% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.03% | — | +4.41% | |
| 8 | ✓ | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 2.37% | — | +0.23% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.24% | — | -1.55% | |
| 10 | FDN | First Trust Dj Internet Ind | ETF-その他 | 2.15% | — | -3.52% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.99% | — | -1.37% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.99% | — | +0.04% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.92% | — | +0.79% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.88% | — | +1.91% | |
| 15 | XLF | Ss Financial Select Sector | ETF-その他 | 1.70% | — | -0.83% | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 1.60% | — | +0.50% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.48% | — | -1.39% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.43% | — | -0.73% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.40% | — | +0.83% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.38% | — | -2.22% | |
| 21 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.37% | — | +0.61% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.36% | — | +2.97% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.20% | — | -1.59% | |
| 24 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.17% | — | +3.34% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.11% | — | +4.65% | |
| 26 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.07% | — | -0.84% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.98% | — | +1.06% | |
| 28 | HON | Honeywell International INC | 株式-資本財 | 0.98% | — | +0.77% | |
| 29 | MMM | 3m Co | 株式-資本財 | 0.86% | — | -1.20% | |
| 30 | CRM | Salesforce INC | 株式-IT | 0.85% | — | -0.74% | |
| 31 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.84% | — | +1.76% | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.84% | — | +0.23% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.83% | — | +1.43% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.82% | — | +0.91% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.82% | — | -0.32% | |
| 36 | BBH | Vaneck Biotech ETF | ETF-テック型 | 0.81% | — | +0.89% | |
| 37 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.75% | — | -0.76% | |
| 38 | BA | Boeing Co/the | 株式-資本財 | 0.71% | — | -0.56% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | — | +0.70% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.67% | — | +4.39% | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.66% | — | -0.30% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | — | +2.50% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.61% | — | +5.22% | |
| 44 | ✓ | Select Sector Spdr Tr Sbi Mate | 株式-その他 | 0.58% | — | -0.58% | |
| 45 | IHF | Ishares U.s. Healthcare Prov | ETF-その他 | 0.54% | — | -1.38% | |
| 46 | TT | Trane Technologies plc | 株式-資本財 | 0.54% | — | -1.98% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | — | +1.89% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.51% | — | +0.14% | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.51% | — | -4.32% | |
| 50 | CSX | Csx CORP | 株式-資本財 | 0.51% | — | +0.29% |
| # | 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 | +0.7% | +273.56% | 増加 |
| 2 | UPS | United Parcel Service-cl B | +0.2% | +1.76% | 増加 |
| 3 | CRM | Salesforce INC | +0.2% | -0.74% | 減少 |
| 4 | XLY | Ss Consumer Disc Select Sect | +0.2% | -1.25% | 減少 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.83% | 増加 |
| 6 | ✓ | FedEx Corporation | +0.1% | +3.24% | 増加 |
| 7 | AMZN | Amazon.com INC | +0.1% | -1.38% | 減少 |
| 8 | TT | Trane Technologies plc | +0.1% | -1.98% | 減少 |
| 9 | META | Meta Platforms Inc-class A | +0.1% | -1.55% | 減少 |
| 10 | MCD | Mcdonald's CORP | +0.1% | -1.59% | 減少 |
| 11 | PG | Procter & Gamble Co/the | +0.1% | -1.39% | 減少 |
| 12 | VGT | Vanguard Info Tech ETF | +0.1% | -0.43% | 減少 |
| 13 | WMT | Walmart INC | +0.1% | +5.22% | 増加 |
| 14 | UNP | Union Pacific CORP | +0.1% | +1.43% | 増加 |
| 15 | LOW | Lowe's Cos INC | +0.1% | +2.88% | 増加 |
| 16 | APD | Air Products & Chemicals INC | +0.1% | +2.47% | 増加 |
| 17 | XLC | Ss Comm Select Sector Spdr | +0.1% | +2.97% | 増加 |
| 18 | HON | Honeywell International INC | +0.1% | +0.77% | 増加 |
| 19 | HD | Home Depot INC | 0% | +0.04% | 増加 |
| 20 | XLK | Ss Technology Select Sector | 0% | +0.61% | 増加 |
| 21 | XLP | Ss Consumer Staples Sel Sect | 0% | +3.34% | 増加 |
| 22 | NSC | Norfolk Southern CORP | 0% | +8.42% | 増加 |
| 23 | ABT | Abbott Laboratories | 0% | +1.99% | 増加 |
| 24 | XLI | Ss Industrial Select Sector | 0% | -1.37% | 減少 |
| 25 | PFE | Pfizer INC | 0% | +8.42% | 増加 |
| 26 | CMCSA | Comcast Corp-class A | 0% | -1.50% | 減少 |
| 27 | ISRG | Intuitive Surgical INC | 0% | +1.87% | 増加 |
| 28 | KO | Coca-cola Co/the | 0% | +0.91% | 増加 |
| 29 | MA | Mastercard INC - A | 0% | +0.14% | 増加 |
| 30 | ✓ | Select Sector Spdr Tr Sbi Mate | 0% | -0.58% | 減少 |
| 31 | QQQ | Invesco Qqq Trust Series 1 | 0% | -2.86% | 減少 |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +4.39% | 増加 |
| 33 | CSX | Csx CORP | 0% | +0.29% | 増加 |
| 34 | VZ | Verizon Communications INC | — | +0.50% | 増加 |
| 35 | DIS | Walt Disney Co/the | — | -2.22% | 減少 |
| 36 | GOOG | Alphabet Inc-cl C | — | +4.65% | 増加 |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | — | +0.23% | 増加 |
| 38 | JNJ | Johnson & Johnson | 0% | +1.91% | 増加 |
| 39 | MRK | Merck & Co. INC. | 0% | -0.32% | 減少 |
| 40 | MSFT | Microsoft CORP | 0% | +4.41% | 増加 |
| 41 | PEP | Pepsico INC | 0% | +1.06% | 増加 |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.88% | 減少 |
| 43 | FDN | First Trust Dj Internet Ind | 0% | -3.52% | 減少 |
| 44 | ✓ | State Street SPDR Portfolio Nasdaq 100 ETF | -0.1% | +0.23% | 増加 |
| 45 | V | Visa Inc-class A Shares | -0.1% | +0.79% | 増加 |
| 46 | XLE | Ss Energy Select Sector | -0.1% | -14.49% | 減少 |
| 47 | BA | Boeing Co/the | -0.2% | -0.56% | 減少 |
| 48 | CVX | Chevron CORP | -0.2% | +1.89% | 増加 |
| 49 | XOM | Exxon Mobil CORP | -0.2% | -5.57% | 減少 |
| 50 | IAUUSD | Ishares Gold Trust | — | NEW | 新規購入 |