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 | 4.52% | — | +0.02% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.22% | +0.01% | -2.39% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.99% | -0.24% | -8.67% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.48% | +1.40% | +0.98% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.18% | -0.32% | -22.21% | |
| 6 | CAT | Caterpillar INC | 株式-資本財 | 2.85% | — | -2.92% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 2.82% | -0.34% | -9.25% | |
| 8 | MLM | Martin Marietta Materials | 株式-素材 | 2.73% | -0.20% | -11.32% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 2.66% | -0.77% | +2.83% | |
| 10 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.57% | +0.05% | +3.48% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.57% | -0.65% | +3.23% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.31% | -0.35% | +3.55% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.26% | -0.18% | +27.94% | |
| 14 | ELF | Elf Beauty INC | 株式-生活必需品 | 2.16% | — | -17.49% | |
| 15 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 2.10% | +0.02% | +0.06% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 2.09% | -0.38% | +2.84% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.90% | -0.29% | +4.57% | |
| 18 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.88% | — | +3.94% | |
| 19 | FISV | Fiserv INC | 株式-その他 | 1.87% | — | -16.16% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.86% | -0.32% | +206700.00% | |
| 21 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.84% | — | +4.76% | |
| 22 | CASY | Casey's General Stores INC | 株式-一般消費財 | 1.81% | +0.08% | +0.47% | |
| 23 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.77% | — | +24.46% | |
| 24 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.76% | — | +3.56% | |
| 25 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.76% | — | +0.86% | |
| 26 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.66% | — | +3.03% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 1.65% | -0.16% | +214.50% | |
| 28 | ACN | Accenture plc | 株式-IT | 1.60% | — | +5227.27% | |
| 29 | AJG | Arthur J Gallagher & Co | 株式-金融 | 1.57% | — | +6.61% | |
| 30 | ALGM | Allegro Microsystems INC | 株式-その他 | 1.48% | — | +76.90% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.43% | +0.21% | +20.35% | |
| 32 | NFLX | Netflix INC | 株式-通信サービス | 1.43% | +0.45% | +35.17% | |
| 33 | UBER | Uber Technologies INC | 株式-資本財 | 1.33% | -0.29% | +35.98% | |
| 34 | ADSK | Autodesk INC | 株式-IT | 1.30% | — | +11.39% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.27% | — | -1.28% | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 1.26% | +0.11% | +49.58% | |
| 37 | JHPI | John Hancock Preferred Incom | ETF-その他 | 1.25% | — | +29.80% | |
| 38 | SO | Southern Co/the | 株式-公益事業 | 1.24% | +0.15% | +3.81% | |
| 39 | PBH | Prestige Consumer Healthcare | 株式-ヘルスケア | 1.12% | — | +2.83% | |
| 40 | ANETEUR | Arista Networks INC | 株式-その他 | 1.06% | — | +8.67% | |
| 41 | SWAVUSD | Shockwave Medical INC | 株式-その他 | 1.04% | — | +33.29% | |
| 42 | DOW | Dow INC | 株式-素材 | 1.02% | — | +5.34% | |
| 43 | ALB | Albemarle CORP | 株式-素材 | 0.95% | — | +60.96% | |
| 44 | DKNG | Draftkings Inc-cl A | 株式-一般消費財 | 0.95% | — | +115.97% | |
| 45 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.94% | -0.08% | -5.06% | |
| 46 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.91% | — | -5.66% | |
| 47 | SNA | Snap-on INC | 株式-資本財 | 0.86% | — | +2.15% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.83% | — | -47.77% | |
| 49 | TSLA | Tesla INC | 株式-一般消費財 | 0.81% | — | +13.32% | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.79% | — | +3.66% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +1.9% | +206700.00% | 増加 |
| 2 | ACN | Accenture plc | +1.6% | +5227.27% | 増加 |
| 3 | NVDA | Nvidia CORP | +0.6% | -22.21% | 減少 |
| 4 | DKNG | Draftkings Inc-cl A | +0.6% | +115.97% | 増加 |
| 5 | SWAVUSD | Shockwave Medical INC | +0.5% | +33.29% | 増加 |
| 6 | NFLX | Netflix INC | +0.5% | +35.17% | 増加 |
| 7 | UBER | Uber Technologies INC | +0.4% | +35.98% | 増加 |
| 8 | ALGM | Allegro Microsystems INC | +0.4% | +76.90% | 増加 |
| 9 | META | Meta Platforms Inc-class A | +0.4% | +4.57% | 増加 |
| 10 | NEE | Nextera Energy INC | +0.4% | +49.58% | 増加 |
| 11 | ALB | Albemarle CORP | +0.2% | +60.96% | 増加 |
| 12 | JHPI | John Hancock Preferred Incom | +0.2% | +29.80% | 増加 |
| 13 | DPZ | Domino's Pizza INC | +0.2% | +4.76% | 増加 |
| 14 | AMZN | Amazon.com INC | +0.2% | +3.55% | 増加 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +20.35% | 増加 |
| 16 | ANETEUR | Arista Networks INC | +0.2% | +8.67% | 増加 |
| 17 | CAT | Caterpillar INC | +0.2% | -2.92% | 減少 |
| 18 | WMT | Walmart INC | +0.1% | +214.50% | 増加 |
| 19 | PBH | Prestige Consumer Healthcare | +0.1% | +2.83% | 増加 |
| 20 | SBUX | Starbucks CORP | +0.1% | +24.46% | 増加 |
| 21 | AJG | Arthur J Gallagher & Co | +0.1% | +6.61% | 増加 |
| 22 | ADSK | Autodesk INC | +0.1% | +11.39% | 増加 |
| 23 | MSFT | Microsoft CORP | 0% | +3.23% | 増加 |
| 24 | CASY | Casey's General Stores INC | 0% | +0.47% | 増加 |
| 25 | STZ | Constellation Brands Inc-a | 0% | +3.56% | 増加 |
| 26 | EW | Edwards Lifesciences CORP | 0% | -5.06% | 減少 |
| 27 | HCA | Hca Healthcare INC | 0% | -5.66% | 減少 |
| 28 | HD | Home Depot INC | — | +2.83% | 増加 |
| 29 | AAPL | Apple INC | — | +27.94% | 増加 |
| 30 | SHW | Sherwin-williams Co/the | 0% | +0.86% | 増加 |
| 31 | DOW | Dow INC | 0% | +5.34% | 増加 |
| 32 | TJX | Tjx Companies INC | 0% | +3.48% | 増加 |
| 33 | ELF | Elf Beauty INC | 0% | -17.49% | 減少 |
| 34 | ULTA | Ulta Beauty INC | -0.1% | +3.03% | 増加 |
| 35 | V | Visa Inc-class A Shares | -0.1% | +2.84% | 増加 |
| 36 | SO | Southern Co/the | -0.1% | +3.81% | 増加 |
| 37 | MLM | Martin Marietta Materials | -0.1% | -11.32% | 減少 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +0.02% | 増加 |
| 39 | AVGO | Broadcom INC | -0.2% | -9.25% | 減少 |
| 40 | IBB | Ishares Biotechnology ETF | -0.2% | +3.94% | 増加 |
| 41 | ROK | Rockwell Automation INC | -0.2% | -5.60% | 減少 |
| 42 | SCHF | Schwab Intl Equity ETF | -0.2% | +0.98% | 増加 |
| 43 | ADBE | Adobe INC | -0.2% | +3.66% | 増加 |
| 44 | TSLA | Tesla INC | -0.4% | +13.32% | 増加 |
| 45 | PANW | Palo Alto Networks INC | -0.4% | -21.87% | 減少 |
| 46 | SCHD | Schwab US Dvd Equity ETF | -0.4% | -2.39% | 減少 |
| 47 | KO | Coca-cola Co/the | -0.4% | -46.78% | 減少 |
| 48 | CSCO | Cisco Systems INC | -0.9% | -49.06% | 減少 |
| 49 | HON | Honeywell International INC | -1% | -47.77% | 減少 |
| 50 | BA | Boeing Co/the | -1.8% | -99.89% | 減少 |