CIK: 0001847820
申告総資産額
$2.3億
| # | 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 | 4.97% | — | -1.16% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.68% | +0.01% | -14.18% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.48% | -0.24% | -27.57% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.75% | +1.40% | -1.99% | |
| 5 | AVGO | Broadcom INC | 株式-IT | 2.88% | -0.34% | -31.37% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.84% | -0.18% | -3.91% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 2.79% | -0.77% | +5.32% | |
| 8 | MLM | Martin Marietta Materials | 株式-素材 | 2.77% | -0.20% | -19.75% | |
| 9 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.76% | +0.05% | +9.44% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.68% | -0.65% | -17.01% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.67% | — | -2.47% | |
| 12 | CAT | Caterpillar INC | 株式-資本財 | 2.65% | — | +7.53% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 2.48% | -0.32% | -15.41% | |
| 14 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 2.30% | +0.02% | -4.08% | |
| 15 | FISV | Fiserv INC | 株式-その他 | 2.23% | — | -3.24% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.23% | -0.29% | -4.01% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 2.20% | -0.38% | +21.56% | |
| 18 | QCOM | Qualcomm INC | 株式-IT | 1.99% | -0.10% | -2.32% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.97% | -0.35% | -3.50% | |
| 20 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.83% | — | -3.79% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 1.83% | -0.16% | -3.70% | |
| 22 | HON | Honeywell International INC | 株式-資本財 | 1.81% | — | -3.25% | |
| 23 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.76% | — | -5.68% | |
| 24 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.75% | — | -3.13% | |
| 25 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.73% | — | -3.37% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 1.71% | — | -2.39% | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 1.70% | — | -3.60% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 1.67% | — | -3.79% | |
| 29 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.52% | — | -3.56% | |
| 30 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.49% | — | -3.22% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.48% | +0.21% | -3.38% | |
| 32 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.44% | — | -3.27% | |
| 33 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.40% | — | -1.84% | |
| 34 | SO | Southern Co/the | 株式-公益事業 | 1.34% | +0.15% | -0.06% | |
| 35 | ALB | Albemarle CORP | 株式-素材 | 1.32% | — | +29.55% | |
| 36 | ADSK | Autodesk INC | 株式-IT | 1.24% | — | -1.90% | |
| 37 | DG | Dollar General CORP | 株式-生活必需品 | 1.10% | — | -2.87% | |
| 38 | PANW | Palo Alto Networks INC | 株式-IT | 1.05% | -0.10% | -2.24% | |
| 39 | PBH | Prestige Consumer Healthcare | 株式-ヘルスケア | 1.03% | — | -1.52% | |
| 40 | DOW | Dow INC | 株式-素材 | 1.02% | — | -3.94% | |
| 41 | ADBE | Adobe INC | 株式-IT | 1.01% | — | -17.42% | |
| 42 | SNA | Snap-on INC | 株式-資本財 | 0.97% | — | -3.44% | |
| 43 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.97% | — | +18316.00% | |
| 44 | JHPI | John Hancock Preferred Incom | ETF-その他 | 0.95% | — | -0.80% | |
| 45 | ELF | Elf Beauty INC | 株式-生活必需品 | 0.91% | — | — | |
| 46 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.88% | — | -29.84% | |
| 47 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.87% | -0.08% | +60.97% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.86% | — | -27.42% | |
| 49 | ANETEUR | Arista Networks INC | 株式-その他 | 0.83% | — | -2.27% | |
| 50 | SWAVUSD | Shockwave Medical INC | 株式-その他 | 0.83% | — | +60.76% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | HCA | Hca Healthcare INC | +1% | +18316.00% | 増加 |
| 2 | ELF | Elf Beauty INC | +0.9% | NEW | 新規購入 |
| 3 | UBER | Uber Technologies INC | +0.8% | NEW | 新規購入 |
| 4 | NVDA | Nvidia CORP | +0.6% | -15.41% | 減少 |
| 5 | META | Meta Platforms Inc-class A | +0.6% | -4.01% | 減少 |
| 6 | NEE | Nextera Energy INC | +0.5% | NEW | 新規購入 |
| 7 | V | Visa Inc-class A Shares | +0.5% | +21.56% | 増加 |
| 8 | TJX | Tjx Companies INC | +0.5% | +9.44% | 増加 |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | -1.16% | 減少 |
| 10 | SWAVUSD | Shockwave Medical INC | +0.5% | +60.76% | 増加 |
| 11 | CAT | Caterpillar INC | +0.4% | +7.53% | 増加 |
| 12 | AAPL | Apple INC | +0.4% | -3.91% | 減少 |
| 13 | EW | Edwards Lifesciences CORP | +0.4% | +60.97% | 増加 |
| 14 | AMZN | Amazon.com INC | +0.4% | -3.50% | 減少 |
| 15 | TSLA | Tesla INC | +0.4% | -2.39% | 減少 |
| 16 | HD | Home Depot INC | +0.4% | +5.32% | 増加 |
| 17 | ALB | Albemarle CORP | +0.4% | +29.55% | 増加 |
| 18 | JNJ | Johnson & Johnson | +0.3% | -2.47% | 減少 |
| 19 | PANW | Palo Alto Networks INC | +0.2% | -2.24% | 減少 |
| 20 | FISV | Fiserv INC | +0.2% | -3.24% | 減少 |
| 21 | SHW | Sherwin-williams Co/the | +0.2% | -5.68% | 減少 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.38% | 減少 |
| 23 | MLM | Martin Marietta Materials | +0.2% | -19.75% | 減少 |
| 24 | STZ | Constellation Brands Inc-a | +0.2% | -3.13% | 減少 |
| 25 | SNA | Snap-on INC | +0.1% | -3.44% | 減少 |
| 26 | HON | Honeywell International INC | +0.1% | -3.25% | 減少 |
| 27 | DLR | Digital Realty Trust INC | +0.1% | -4.66% | 減少 |
| 28 | MSFT | Microsoft CORP | 0% | -17.01% | 減少 |
| 29 | BA | Boeing Co/the | 0% | -3.60% | 減少 |
| 30 | CSCO | Cisco Systems INC | 0% | -3.79% | 減少 |
| 31 | ANETEUR | Arista Networks INC | 0% | -2.27% | 減少 |
| 32 | IBB | Ishares Biotechnology ETF | 0% | -3.37% | 減少 |
| 33 | DOW | Dow INC | 0% | -3.94% | 減少 |
| 34 | LMT | Lockheed Martin CORP | 0% | -3.22% | 減少 |
| 35 | PBH | Prestige Consumer Healthcare | 0% | -1.52% | 減少 |
| 36 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | -0.1% | -4.08% | 減少 |
| 37 | SBUX | Starbucks CORP | -0.1% | -3.79% | 減少 |
| 38 | AVGO | Broadcom INC | -0.1% | -31.37% | 減少 |
| 39 | QCOM | Qualcomm INC | -0.1% | -2.32% | 減少 |
| 40 | BMY | Bristol-myers Squibb Co | -0.1% | -3.27% | 減少 |
| 41 | ULTA | Ulta Beauty INC | -0.2% | -3.56% | 減少 |
| 42 | DG | Dollar General CORP | -0.3% | -2.87% | 減少 |
| 43 | KO | Coca-cola Co/the | -0.3% | -27.42% | 減少 |
| 44 | SCHD | Schwab US Dvd Equity ETF | -0.6% | -14.18% | 減少 |
| 45 | EL | Estee Lauder Companies-cl A | -0.7% | -29.84% | 減少 |
| 46 | CRI | Carter's INC | -0.7% | EXIT | 全売却 |
| 47 | QQQ | Invesco Qqq Trust Series 1 | -0.7% | -27.57% | 減少 |
| 48 | AA | Alcoa CORP | -0.7% | EXIT | 全売却 |
| 49 | STT | State Street CORP | -1.8% | EXIT | 全売却 |
| 50 | ✓ | -4.9% | EXIT | 全売却 |