CIK: 0001129919
申告総資産額
$27.2億
上位200銘柄を表示中（全1187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 | 5.73% | -0.37% | -9.81% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.38% | -0.28% | +1.67% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.38% | -1.04% | -9.23% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.33% | -0.46% | -4.11% | |
| 5 | TSLA | Tesla INC | 株式-一般消費財 | 1.86% | -0.20% | +0.50% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.81% | -0.23% | -7.68% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 1.78% | -0.88% | +6.41% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.76% | -0.04% | +9.28% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.75% | -0.26% | -13.34% | |
| 10 | AMGN | Amgen INC | 株式-ヘルスケア | 1.64% | +0.03% | +7.19% | |
| 11 | PYPL | Paypal Holdings INC | 株式-金融 | 1.37% | -0.05% | +4.80% | |
| 12 | NFLX | Netflix INC | 株式-通信サービス | 1.36% | -0.05% | +10.95% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.11% | — | +0.93% | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 1.02% | -0.03% | +3.26% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 0.97% | -0.49% | +6.22% | |
| 16 | QCOM | Qualcomm INC | 株式-IT | 0.95% | -0.21% | +6.35% | |
| 17 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.92% | -0.04% | +10.33% | |
| 18 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.87% | — | +8.17% | |
| 19 | ADBE | Adobe INC | 株式-IT | 0.84% | -0.14% | +3.13% | |
| 20 | TXN | Texas Instruments INC | 株式-IT | 0.82% | — | +6.17% | |
| 21 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.74% | -0.02% | +7.91% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.69% | — | +2.54% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | -0.03% | +62.26% | |
| 24 | ILMN | Illumina INC | 株式-ヘルスケア | 0.64% | — | +8.05% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.63% | — | +10.30% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | — | +1.29% | |
| 27 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.61% | — | +8.82% | |
| 28 | AMD | Advanced Micro Devices | 株式-IT | 0.61% | -0.10% | +8.69% | |
| 29 | CRM | Salesforce INC | 株式-IT | 0.59% | -0.06% | +10.13% | |
| 30 | TMUS | T-mobile US INC | 株式-通信サービス | 0.50% | -0.02% | +6.28% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.49% | — | +17.57% | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.48% | — | +9.41% | |
| 33 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 0.48% | — | +6.79% | |
| 34 | MU | Micron Technology INC | 株式-IT | 0.45% | — | +3.86% | |
| 35 | BIIB | Biogen INC | 株式-ヘルスケア | 0.45% | — | +5.76% | |
| 36 | AMAT | Applied Materials INC | 株式-IT | 0.43% | +0.28% | +6.07% | |
| 37 | ZM | Zoom Communications INC | 株式-IT | 0.43% | — | +5.99% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.41% | — | -15.78% | |
| 39 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 0.41% | — | +8.13% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.39% | — | +14.29% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.39% | — | +75.84% | |
| 42 | MRNA | Moderna INC | 株式-ヘルスケア | 0.39% | — | +8.72% | |
| 43 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.38% | — | -5.56% | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.38% | -0.05% | +4.46% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.38% | — | +21.18% | |
| 46 | LRCXEUR | Lam Research CORP | 株式-IT | 0.37% | — | +4.91% | |
| 47 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.35% | -0.13% | +2.78% | |
| 48 | INTU | Intuit INC | 株式-IT | 0.35% | -0.19% | +3.51% | |
| 49 | WDAY | Workday Inc-class A | 株式-IT | 0.35% | -0.07% | +4.87% | |
| 50 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.35% | -0.13% | +8.48% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla INC | +0.5% | +0.50% | 増加 |
| 2 | JPM | Jpmorgan Chase & Co | +0.3% | +62.26% | 増加 |
| 3 | ABBV | Abbvie INC | +0.2% | +9.28% | 増加 |
| 4 | BAC | Bank Of America CORP | +0.2% | +75.84% | 増加 |
| 5 | QCOM | Qualcomm INC | +0.1% | +6.35% | 増加 |
| 6 | MU | Micron Technology INC | +0.1% | +3.86% | 増加 |
| 7 | W | Wayfair Inc- Class A | +0.1% | +1601.94% | 増加 |
| 8 | PDD | Pdd Holdings INC | +0.1% | -17.31% | 減少 |
| 9 | C | Citigroup INC | +0.1% | +76.22% | 増加 |
| 10 | DIS | Walt Disney Co/the | +0.1% | +14.29% | 増加 |
| 11 | MTCH | Match Group INC | +0.1% | +32.81% | 増加 |
| 12 | AMAT | Applied Materials INC | +0.1% | +6.07% | 増加 |
| 13 | MRNA | Moderna INC | +0.1% | +8.72% | 増加 |
| 14 | BIDU | Baidu INC - Spon Adr | +0.1% | +1.85% | 増加 |
| 15 | WFC | Wells Fargo & Co | +0.1% | +76.83% | 増加 |
| 16 | AEP | American Electric Power | +0.1% | +124.09% | 増加 |
| 17 | MRVL | Marvell Technology, Inc. | +0.1% | +131.38% | 増加 |
| 18 | NIO | Nio INC - Adr | +0.1% | +33.34% | 増加 |
| 19 | AVGO | Broadcom INC | +0.1% | +6.22% | 増加 |
| 20 | ALXN | Alexion Pharmaceuticals INC | +0.1% | +8.13% | 増加 |
| 21 | OKTA | Okta INC | +0.1% | +38.53% | 増加 |
| 22 | PYPL | Paypal Holdings INC | +0.1% | +4.80% | 増加 |
| 23 | SBUX | Starbucks CORP | +0.1% | +9.41% | 増加 |
| 24 | LRCXEUR | Lam Research CORP | +0.1% | +4.91% | 増加 |
| 25 | PFE | Pfizer INC | +0.1% | +48.29% | 増加 |
| 26 | BKNG | Booking Holdings INC | +0.1% | +8.48% | 増加 |
| 27 | CMCSA | Comcast Corp-class A | +0.1% | +10.33% | 増加 |
| 28 | ILMN | Illumina INC | +0.1% | +8.05% | 増加 |
| 29 | TXN | Texas Instruments INC | 0% | +6.17% | 増加 |
| 30 | TMUS | T-mobile US INC | 0% | +6.28% | 増加 |
| 31 | NFLX | Netflix INC | 0% | +10.95% | 増加 |
| 32 | AMD | Advanced Micro Devices | 0% | +8.69% | 増加 |
| 33 | CSCO | Cisco Systems INC | 0% | +3.26% | 増加 |
| 34 | GOOG | Alphabet Inc-cl C | -0.1% | -7.68% | 減少 |
| 35 | MRK | Merck & Co. INC. | -0.2% | -30.24% | 減少 |
| 36 | LIN | Linde plc | -0.2% | -41.99% | 減少 |
| 37 | ZM | Zoom Communications INC | -0.2% | +5.99% | 増加 |
| 38 | AMZN | Amazon.com INC | -0.6% | +1.67% | 増加 |
| 39 | AAPL | Apple INC | -0.8% | -9.81% | 減少 |
| 40 | MSFT | Microsoft CORP | -1% | -9.23% | 減少 |
| 41 | SGENUSD | Seagen INC | — | NEW | 新規購入 |
| 42 | SGENEUR | Seagen INC | — | EXIT | 全売却 |
| 43 | DDOG | Datadog INC - Class A | — | NEW | 新規購入 |
| 44 | IMMU | Immunomedics INC | — | EXIT | 全売却 |
| 45 | Z | Zillow Group INC - C | — | NEW | 新規購入 |
| 46 | KDP | Keurig Dr Pepper INC | — | NEW | 新規購入 |
| 47 | HUBS | Hubspot INC | — | EXIT | 全売却 |
| 48 | PTON | Peloton Interactive Inc-a | — | NEW | 新規購入 |
| 49 | AMT | TD Ameritrade Holding CORP | — | EXIT | 全売却 |
| 50 | ETRA | E*trade Financial CORP | — | EXIT | 全売却 |