CIK: 0001018674
申告総資産額
$21.9億
上位200銘柄を表示中（全441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 | 10.19% | -0.03% | +19.06% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.50% | -0.07% | +46.47% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.60% | -0.47% | +6.19% | |
| 4 | MMM | 3m Co | 株式-資本財 | 3.53% | -1.07% | +0.01% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.44% | -0.09% | +23.66% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.16% | +0.88% | +70.35% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.00% | +0.81% | +64.86% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.90% | +0.05% | +18.89% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.50% | +0.07% | +0.34% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.47% | +0.35% | +0.29% | |
| 11 | IBM | Intl Business Machines CORP | 株式-IT | 1.34% | -0.49% | -0.97% | |
| 12 | NEE | Nextera Energy INC | 株式-公益事業 | 1.32% | +1.08% | +289.47% | |
| 13 | EMR | Emerson Electric Co | 株式-資本財 | 1.18% | +0.75% | +368.65% | |
| 14 | ORCL | Oracle CORP | 株式-IT | 1.18% | -0.46% | +6.87% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.14% | — | +8.17% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.11% | — | +14.13% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.07% | +0.01% | +20.39% | |
| 18 | BX | Blackstone INC | 株式-金融 | 1.06% | -0.32% | -0.77% | |
| 19 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.02% | — | +18.47% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.94% | — | +38.77% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.90% | +0.26% | +16.45% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.89% | — | -1.00% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.88% | +0.28% | +61.29% | |
| 24 | ROP | Roper Technologies INC | 株式-IT | 0.87% | +0.06% | +183.59% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.86% | — | +19.90% | |
| 26 | ET | Energy Transfer LP | 株式-エネルギー | 0.83% | — | +0.71% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.81% | -0.42% | -4.16% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.80% | — | -3.23% | |
| 29 | CAT | Caterpillar INC | 株式-資本財 | 0.79% | +0.01% | -0.56% | |
| 30 | DHR | Danaher CORP | 株式-ヘルスケア | 0.78% | — | +38.35% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | — | -0.99% | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 0.77% | +0.58% | +129.85% | |
| 33 | HON | Honeywell International INC | 株式-資本財 | 0.69% | +0.03% | +0.51% | |
| 34 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.58% | -0.01% | -0.05% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.57% | +0.22% | +59.29% | |
| 36 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 0.56% | -0.32% | +2.25% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.55% | — | +24.74% | |
| 38 | BLK | Blackrock INC | 株式-金融 | 0.54% | — | — | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.53% | — | +27.31% | |
| 40 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.49% | +0.09% | +38.04% | |
| 41 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.48% | — | -2.30% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.48% | — | -0.40% | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.47% | +0.11% | +66.92% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.46% | — | -0.85% | |
| 45 | SOLV | Solventum CORP | 株式-ヘルスケア | 0.45% | — | -0.09% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.42% | +0.12% | +118.70% | |
| 47 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.42% | +0.37% | +494.80% | |
| 48 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.42% | — | +100.24% | |
| 49 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.41% | +0.47% | +1316.94% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.41% | — | +1.25% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +1.3% | +70.35% | 増加 |
| 2 | EMR | Emerson Electric Co | +0.9% | +368.65% | 増加 |
| 3 | AAPL | Apple INC | +0.9% | +19.06% | 増加 |
| 4 | NEE | Nextera Energy INC | +0.9% | +289.47% | 増加 |
| 5 | MSFT | Microsoft CORP | +0.8% | +46.47% | 増加 |
| 6 | NVDA | Nvidia CORP | +0.7% | +64.86% | 増加 |
| 7 | AMZN | Amazon.com INC | +0.7% | +23.66% | 増加 |
| 8 | BLK | Blackrock INC | +0.5% | NEW | 新規購入 |
| 9 | ROP | Roper Technologies INC | +0.5% | +183.59% | 増加 |
| 10 | NOC | Northrop Grumman CORP | +0.4% | +1316.94% | 増加 |
| 11 | RTX | Rtx CORP | +0.4% | +129.85% | 増加 |
| 12 | FLTR | Vaneck Ig Floating Rate ETF | +0.4% | NEW | 新規購入 |
| 13 | WEC | Wec Energy Group INC | +0.3% | +494.80% | 増加 |
| 14 | GOOG | Alphabet Inc-cl C | +0.3% | +61.29% | 増加 |
| 15 | KO | Coca-cola Co/the | +0.3% | +390.26% | 増加 |
| 16 | DUK | Duke Energy CORP | +0.3% | +885.93% | 増加 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.3% | +18.89% | 増加 |
| 18 | FLOT | Ishares Floating Rate Bond E | +0.3% | +507.97% | 増加 |
| 19 | SHOP | Shopify INC - Class A | +0.2% | +1019.11% | 増加 |
| 20 | EWBC | East West Bancorp INC | +0.2% | +129.14% | 増加 |
| 21 | CSCO | Cisco Systems INC | +0.2% | +59.29% | 増加 |
| 22 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.2% | +100.24% | 増加 |
| 23 | BAC | Bank Of America CORP | +0.2% | +66.92% | 増加 |
| 24 | PFE | Pfizer INC | +0.2% | +118.70% | 増加 |
| 25 | V | Visa Inc-class A Shares | +0.1% | +19.90% | 増加 |
| 26 | PEG | Public Service Enterprise Gp | +0.1% | NEW | 新規購入 |
| 27 | RRC | Range Resources CORP | +0.1% | +149.76% | 増加 |
| 28 | PNC | Pnc Financial Services Group | +0.1% | +213.48% | 増加 |
| 29 | TJX | Tjx Companies INC | +0.1% | +38.04% | 増加 |
| 30 | DIS | Walt Disney Co/the | +0.1% | +64.77% | 増加 |
| 31 | AVGO | Broadcom INC | +0.1% | -4.16% | 減少 |
| 32 | TSLA | Tesla INC | +0.1% | -3.23% | 減少 |
| 33 | MRK | Merck & Co. INC. | 0% | +38.77% | 増加 |
| 34 | ET | Energy Transfer LP | 0% | +0.71% | 増加 |
| 35 | ABT | Abbott Laboratories | 0% | +24.74% | 増加 |
| 36 | CVX | Chevron CORP | 0% | +16.45% | 増加 |
| 37 | DHR | Danaher CORP | 0% | +38.35% | 増加 |
| 38 | BX | Blackstone INC | 0% | -0.77% | 減少 |
| 39 | CVS | Cvs Health CORP | -0.1% | EXIT | 全売却 |
| 40 | NKE | Nike INC -cl B | -0.1% | -46.24% | 減少 |
| 41 | DVN | Devon Energy CORP | -0.1% | -54.82% | 減少 |
| 42 | MDLZ | Mondelez International Inc-a | -0.2% | -21.39% | 減少 |
| 43 | RIO | Rio Tinto Plc-spon Adr | -0.2% | -50.67% | 減少 |
| 44 | AMD | Advanced Micro Devices | -0.2% | -20.85% | 減少 |
| 45 | RLMD | Relmada Therapeutics INC | -0.2% | -83.71% | 減少 |
| 46 | JNJ | Johnson & Johnson | -0.3% | -0.99% | 減少 |
| 47 | XOM | Exxon Mobil CORP | -0.4% | +0.29% | 増加 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +6.19% | 増加 |
| 49 | BLKCHF | Blackrock INC | -0.5% | EXIT | 全売却 |
| 50 | MMM | 3m Co | -0.8% | +0.01% | 増加 |