CIK: 0001998018
申告総資産額
$2.3億
| # | 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 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 11.23% | +0.40% | +1.51% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 8.14% | +6.29% | +0.82% | |
| 3 | SSO | Proshares Ultra S&p500 | ETF-その他 | 7.81% | -6.85% | EXIT | |
| 4 | BALT | Inn Defined Wealth Shield | ETF-その他 | 7.62% | +0.04% | +2.29% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 7.20% | +0.11% | -48.84% | |
| 6 | XSMO | Invesco S&p Smallcap Momentu | ETF-その他 | 5.60% | +0.65% | +3.15% | |
| 7 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 5.60% | +0.44% | +3.27% | |
| 8 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-その他 | 5.24% | +0.01% | +16.15% | |
| 9 | TSPA | T Rowe Price US Eqy Research | ETF-その他 | 4.98% | +0.10% | +17.44% | |
| 10 | TACK | Fairlead Tactical Sector ETF | ETF-その他 | 4.46% | +0.09% | +0.43% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.25% | -0.22% | -0.56% | |
| 12 | FEBU | Allianzim US Bf15 Uncap Feb | ETF-その他 | 4.00% | -0.08% | -0.15% | |
| 13 | ARKK | Ark Innovation ETF | ETF-その他 | 3.17% | -0.31% | -5.01% | |
| 14 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 2.10% | — | -31.25% | |
| 15 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 1.64% | — | -35.72% | |
| 16 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 1.57% | -0.10% | +6.94% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.32% | +0.07% | -17.87% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.22% | — | -11.95% | |
| 19 | AUGU | Allianzim US Bf15 Uncap Aug | ETF-その他 | 1.10% | -0.03% | — | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.03% | -0.05% | -1.44% | |
| 21 | AXP | American Express Co | 株式-金融 | 0.98% | -0.15% | -30.13% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.93% | +0.02% | -3.56% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.81% | +0.05% | -2.64% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.71% | +0.17% | — | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | -0.05% | -13.89% | |
| 26 | CBTJ | Calamos Bitcoin 80 P ETF Jan | ETF-暗号資産 | 0.56% | -0.04% | — | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.54% | +1.68% | +26.24% | |
| 28 | WFC | Wells Fargo & Co | 株式-金融 | 0.51% | -0.07% | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.49% | -0.02% | — | |
| 30 | MAXJ | Ishares Lg Cap Max Buff Jun | ETF-その他 | 0.46% | — | — | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.38% | -0.03% | +17.23% | |
| 32 | JULU | Allianzim US Bf15 Uncap Jul | ETF-その他 | 0.37% | — | — | |
| 33 | PNW | Pinnacle West Capital Corporation | 株式-公益事業 | 0.37% | -0.27% | EXIT | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.33% | +0.07% | +104.31% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.32% | -0.02% | -1.37% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.24% | -0.04% | -26.76% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.23% | -0.03% | +1.31% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.21% | +0.02% | +12.37% | |
| 39 | PBJN | Pgim S&p500 Buf20 ETF Jun-us | ETF-その他 | 0.19% | — | — | |
| 40 | PJUL | Innovator U.s. Equity Power | ETF-その他 | 0.18% | — | — | |
| 41 | CPSM | Calamos Sp500 Str Alt Promay | ETF-その他 | 0.17% | — | — | |
| 42 | AMD | Advanced Micro Devices | 株式-IT | 0.16% | — | — | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.15% | — | -7.30% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.15% | -0.13% | EXIT | |
| 45 | CPNJ | Calamos Nsdq100 Alt ETF | ETF-その他 | 0.14% | — | — | |
| 46 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.13% | -0.09% | EXIT | |
| 47 | NLY | Annaly Capital Management In | 株式-不動産 | 0.11% | +0.01% | — | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.06% | -0.01% | — | |
| 49 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.05% | — | — | |
| 50 | CPSJ | Calamos S&p 500 Sap ETF July | ETF-大型株・グロース | 0.03% | — | +5.33% |