CIK: 0001616336
申告総資産額
$2.7億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 23.43% | -5.68% | EXIT | |
| 2 | XLF | Ss Financial Select Sector | ETF-その他 | 10.65% | — | +60.88% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 10.50% | — | -40.75% | |
| 4 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 5.86% | — | +3.79% | |
| 5 | XLI | Ss Industrial Select Sector | ETF-その他 | 5.10% | — | -15.08% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.61% | -0.18% | EXIT | |
| 7 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 3.46% | — | -34.58% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 3.26% | -34.79% | +7.06% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.24% | +4.57% | -90.96% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.73% | — | -18.74% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.66% | +1.19% | -29.06% | |
| 12 | XLE | Ss Energy Select Sector | ETF-その他 | 1.48% | — | +11.70% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.32% | — | -29.68% | |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.15% | — | -9.08% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 1.08% | — | +1042.86% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.06% | +3.01% | +50.52% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.02% | -1.54% | +47.58% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.83% | +1.71% | -85.43% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.80% | -0.72% | EXIT | |
| 20 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.77% | — | — | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.74% | -0.64% | -92.07% | |
| 22 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.63% | — | +20.25% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.61% | -0.01% | -67.02% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | — | -36.98% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | — | -87.16% | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.57% | — | -18.88% | |
| 27 | BAC | Bank Of America CORP | 株式-金融 | 0.56% | — | -26.50% | |
| 28 | ARKK | Ark Innovation ETF | ETF-その他 | 0.54% | — | +12.37% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.53% | -0.55% | -58.46% | |
| 30 | AXP | American Express Co | 株式-金融 | 0.42% | — | -8.46% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | +1.01% | — | |
| 32 | XLB | Ss Materials Select Sector | ETF-その他 | 0.40% | — | -41.82% | |
| 33 | MS | Morgan Stanley | 株式-金融 | 0.38% | — | -15.92% | |
| 34 | GS | Goldman Sachs Group INC | 株式-金融 | 0.35% | — | -28.57% | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.35% | +0.23% | -33.38% | |
| 36 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.32% | — | -31.93% | |
| 37 | PYPL | Paypal Holdings INC | 株式-金融 | 0.29% | -0.43% | EXIT | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.29% | +0.72% | -23.91% | |
| 39 | TXN | Texas Instruments INC | 株式-IT | 0.29% | — | +35.90% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.27% | -1.34% | — | |
| 41 | ICE | Intercontinental Exchange In | 株式-金融 | 0.26% | — | +8.16% | |
| 42 | CME | Cme Group INC | 株式-金融 | 0.25% | — | +1.20% | |
| 43 | BLKCHF | Blackrock INC | 株式-その他 | 0.24% | — | -3.55% | |
| 44 | C | Citigroup INC | 株式-金融 | 0.22% | — | -32.92% | |
| 45 | XYZ | Block INC | 株式-金融 | 0.21% | — | -1.23% | |
| 46 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.21% | — | -31.34% | |
| 47 | ROKU | Roku INC | 株式-通信サービス | 0.20% | — | — | |
| 48 | PGR | Progressive CORP | 株式-金融 | 0.20% | — | +6.21% | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.18% | -1.80% | +25.00% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.18% | — | -48.86% |