CIK: 0001697274
申告総資産額
$4.5億
上位200銘柄を表示中（全372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 | MSFT | Microsoft CORP | 株式-IT | 4.81% | -0.81% | -0.57% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.36% | -0.19% | +0.58% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.26% | +0.53% | +1.98% | |
| 4 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 2.49% | — | +39.00% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.36% | — | +0.72% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.03% | -0.91% | +1.38% | |
| 7 | ADBE | Adobe INC | 株式-IT | 2.03% | — | +0.73% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.88% | -2.19% | -24.73% | |
| 9 | PYPL | Paypal Holdings INC | 株式-金融 | 1.75% | — | -0.59% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.72% | +0.25% | -24.41% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 1.50% | — | +26.65% | |
| 12 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.50% | — | +2.08% | |
| 13 | CRM | Salesforce INC | 株式-IT | 1.46% | — | +50.50% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.43% | — | +0.59% | |
| 15 | SON | Sonoco Products Co | 株式-一般消費財 | 1.38% | — | -4.12% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.35% | -0.23% | -19.56% | |
| 17 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.35% | — | +0.24% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.34% | -0.19% | -1.00% | |
| 19 | AMT | American Tower CORP | 株式-不動産 | 1.32% | — | +5.08% | |
| 20 | SHOP | Shopify INC - Class A | 株式-IT | 1.25% | — | -11.67% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.21% | +0.26% | +26.35% | |
| 22 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.17% | — | +316.29% | |
| 23 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.11% | — | -41.82% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.07% | — | -1.55% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 1.06% | — | +7.19% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 1.06% | — | -0.88% | |
| 27 | DUK | Duke Energy CORP | 株式-公益事業 | 0.97% | — | +49.35% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.97% | — | +0.14% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.97% | — | +775.59% | |
| 30 | AMAT | Applied Materials INC | 株式-IT | 0.96% | +0.22% | +98.69% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.94% | — | -33.31% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.92% | — | +0.16% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.91% | — | +969.34% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 0.86% | — | +9.56% | |
| 35 | NEE | Nextera Energy INC | 株式-公益事業 | 0.86% | — | +117.50% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | — | +4.75% | |
| 37 | DHR | Danaher CORP | 株式-ヘルスケア | 0.81% | — | +1.92% | |
| 38 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.80% | -0.14% | +123.82% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.80% | — | -2.01% | |
| 40 | TGT | Target CORP | 株式-一般消費財 | 0.79% | — | +76.46% | |
| 41 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.75% | — | +3937.33% | |
| 42 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.75% | — | -25.28% | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.72% | — | +3352.17% | |
| 44 | ACN | Accenture plc | 株式-IT | 0.71% | — | +4.89% | |
| 45 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.69% | — | +139.60% | |
| 46 | OKTA | Okta INC | 株式-IT | 0.68% | — | -0.18% | |
| 47 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.64% | — | +0.29% | |
| 48 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.60% | — | -0.35% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.59% | — | +0.07% | |
| 50 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.59% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ABBV | Abbvie INC | +0.9% | +775.59% | 増加 |
| 2 | PFF | Ishares Preferred & Income S | +0.8% | +316.29% | 増加 |
| 3 | TIP | Ishares Tips Bond ETF | +0.8% | +969.34% | 増加 |
| 4 | SMH | Vaneck Semiconductor ETF | +0.7% | +3937.33% | 増加 |
| 5 | UNP | Union Pacific CORP | +0.7% | +3352.17% | 増加 |
| 6 | PYPL | Paypal Holdings INC | +0.5% | -0.59% | 減少 |
| 7 | CRM | Salesforce INC | +0.5% | +50.50% | 増加 |
| 8 | AMAT | Applied Materials INC | +0.5% | +98.69% | 増加 |
| 9 | INTU | Intuit INC | +0.5% | +1470.00% | 増加 |
| 10 | IGV | Ishares Expanded Tech-softwa | +0.5% | +123.82% | 増加 |
| 11 | SHOP | Shopify INC - Class A | +0.5% | -11.67% | 減少 |
| 12 | IAUUSD | Ishares Gold Trust | +0.4% | +39.00% | 増加 |
| 13 | IBB | Ishares Biotechnology ETF | +0.4% | +532.59% | 増加 |
| 14 | AMZN | Amazon.com INC | +0.4% | +0.58% | 増加 |
| 15 | MDT | Medtronic plc | +0.4% | +7868.32% | 増加 |
| 16 | AAPL | Apple INC | +0.4% | +1.98% | 増加 |
| 17 | SBUX | Starbucks CORP | +0.4% | +139.60% | 増加 |
| 18 | NEE | Nextera Energy INC | +0.4% | +117.50% | 増加 |
| 19 | TGT | Target CORP | +0.3% | +76.46% | 増加 |
| 20 | BHVN | Biohaven Ltd. | +0.3% | +97.45% | 増加 |
| 21 | TER | Teradyne INC | +0.3% | +2448.67% | 増加 |
| 22 | ALLY | Ally Financial INC | +0.3% | +97.74% | 増加 |
| 23 | DXCM | Dexcom INC | +0.3% | +1410.00% | 増加 |
| 24 | XYZ | Block INC | +0.3% | +10912.00% | 増加 |
| 25 | ASML | ASML Holding N.V. | +0.3% | +11846.15% | 増加 |
| 26 | MRVL | Marvell Technology, Inc. | +0.3% | +318.76% | 増加 |
| 27 | MA | Mastercard INC - A | +0.3% | +26.65% | 増加 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +70.49% | 増加 |
| 29 | NVDA | Nvidia CORP | +0.2% | +7.19% | 増加 |
| 30 | ADBE | Adobe INC | +0.1% | +0.73% | 増加 |
| 31 | DUK | Duke Energy CORP | +0.1% | +49.35% | 増加 |
| 32 | META | Meta Platforms Inc-class A | +0.1% | -1.00% | 減少 |
| 33 | COST | Costco Wholesale CORP | +0.1% | +26.35% | 増加 |
| 34 | MSFT | Microsoft CORP | 0% | -0.57% | 減少 |
| 35 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.72% | 増加 |
| 36 | IWR | Ishares Russell Mid-cap ETF | -0.7% | -95.88% | 減少 |
| 37 | T | At&t INC | -0.8% | -33.31% | 減少 |
| 38 | GLD | Spdr Gold Shares | -0.9% | -24.41% | 減少 |
| 39 | SPLV | Invesco S&p 500 Low Volatili | -1.2% | -41.82% | 減少 |
| 40 | UUP | Invesco Db US Dollar Index B | — | EXIT | 全売却 |
| 41 | UPS | United Parcel Service-cl B | — | NEW | 新規購入 |
| 42 | SLV | Ishares Silver Trust | — | EXIT | 全売却 |
| 43 | LRCXEUR | Lam Research CORP | — | NEW | 新規購入 |
| 44 | MPC | Marathon Petroleum CORP | — | NEW | 新規購入 |
| 45 | ZS | Zscaler INC | — | NEW | 新規購入 |
| 46 | MPT | Medical Properties Trust INC | — | EXIT | 全売却 |
| 47 | BNTX | Biontech Se-adr | — | NEW | 新規購入 |
| 48 | SNPS | Synopsys INC | — | NEW | 新規購入 |
| 49 | AYXEUR | Alteryx INC - Class A | — | EXIT | 全売却 |
| 50 | GILD | Gilead Sciences INC | — | EXIT | 全売却 |