CIK: 0002051343
申告総資産額
$1.8億
| # | 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 | AAPL | Apple INC | 株式-IT | 9.99% | — | +3.58% | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 7.76% | -0.07% | +1.65% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 7.48% | -0.82% | +2.23% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 6.79% | -0.25% | +3.40% | |
| 5 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 5.58% | +0.41% | +9.30% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 5.04% | +0.32% | +9.08% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.87% | -0.29% | +1.29% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.69% | -0.06% | +13.58% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.38% | -0.32% | -1.99% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 3.13% | -0.17% | +3.13% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.97% | — | +0.30% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 2.26% | -0.26% | +8.63% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.05% | — | +1.15% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.75% | -0.12% | -0.70% | |
| 15 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.63% | — | +19.00% | |
| 16 | NFLX | Netflix INC | 株式-通信サービス | 1.46% | +0.14% | +2.79% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.39% | +0.17% | +24.74% | |
| 18 | PROF | Profound Medical CORP | 株式-その他 | 1.23% | -0.10% | +16.77% | |
| 19 | XLE | Ss Energy Select Sector | ETF-その他 | 1.14% | +0.34% | -2.59% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.12% | -0.03% | -0.30% | |
| 21 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 1.04% | +0.01% | +3.27% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.03% | — | +8.63% | |
| 23 | MRVL | Marvell Technology INC | 株式-IT | 1.03% | +0.24% | -1.36% | |
| 24 | XLF | Ss Financial Select Sector | ETF-その他 | 0.96% | -0.05% | -0.55% | |
| 25 | UBER | Uber Technologies INC | 株式-資本財 | 0.80% | -0.08% | -0.77% | |
| 26 | AMD | Advanced Micro Devices | 株式-IT | 0.78% | -0.06% | +4.54% | |
| 27 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.71% | -0.03% | +24.92% | |
| 28 | GM | General Motors Co | 株式-一般消費財 | 0.70% | -0.01% | -12.02% | |
| 29 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.64% | +0.41% | +4.70% | |
| 30 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.60% | -0.01% | +6.08% | |
| 31 | PPA | Invesco Aerospace & Defense | ETF-その他 | 0.55% | -0.02% | -0.11% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | — | +1.50% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.52% | -0.01% | -2.83% | |
| 34 | MU | Micron Technology INC | 株式-IT | 0.51% | +0.06% | -4.82% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.49% | — | -0.58% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.48% | -0.02% | -18.52% | |
| 37 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.44% | -0.26% | EXIT | |
| 38 | NET | Cloudflare INC - Class A | 株式-IT | 0.41% | — | -11.24% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | -0.04% | +0.66% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.39% | — | +0.26% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.39% | — | +9.90% | |
| 42 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.38% | — | -9.94% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.36% | +0.07% | +44.67% | |
| 44 | WM | Waste Management INC | 株式-資本財 | 0.36% | — | — | |
| 45 | XLB | Ss Materials Select Sector | ETF-その他 | 0.35% | — | -5.05% | |
| 46 | AGX | Argan INC | 株式-資本財 | 0.34% | +0.29% | +19.36% | |
| 47 | RRR | Red Rock Resorts Inc-class A | 株式-その他 | 0.33% | -0.03% | -3.51% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.31% | — | -2.41% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.31% | — | — | |
| 50 | SHAK | Shake Shack INC - Class A | 株式-一般消費財 | 0.30% | — | +14.38% |