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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.56% | -0.24% | +95.98% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 4.11% | -0.32% | -1.04% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.71% | +0.01% | +198.50% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.41% | -0.35% | -7.90% | |
| 5 | AVGO | Broadcom INC | 株式-IT | 3.32% | -0.34% | -8.83% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.76% | -0.65% | +10.88% | |
| 7 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.75% | +0.05% | -2.61% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.72% | -0.18% | +2.44% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 2.71% | -0.77% | +1.38% | |
| 10 | FISV | Fiserv INC | 株式-その他 | 2.70% | — | +4.90% | |
| 11 | CAT | Caterpillar INC | 株式-資本財 | 2.51% | — | +1.30% | |
| 12 | MLM | Martin Marietta Materials | 株式-素材 | 2.44% | -0.20% | +1.64% | |
| 13 | NEE | Nextera Energy INC | 株式-公益事業 | 2.38% | +0.11% | +91.86% | |
| 14 | UBER | Uber Technologies INC | 株式-資本財 | 2.37% | -0.29% | +35.08% | |
| 15 | NFLX | Netflix INC | 株式-通信サービス | 2.35% | +0.45% | +30.45% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.35% | +1.40% | +103.46% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 2.34% | -0.38% | +2.95% | |
| 18 | ANET | Arista Networks INC | 株式-IT | 2.27% | -0.16% | — | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.23% | -0.29% | +2.57% | |
| 20 | GVA | Granite Construction INC | 株式-資本財 | 2.21% | -0.15% | +23.52% | |
| 21 | CASY | Casey's General Stores INC | 株式-一般消費財 | 2.19% | +0.08% | +1.33% | |
| 22 | ELF | Elf Beauty INC | 株式-生活必需品 | 2.06% | — | +27.11% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 1.99% | -0.16% | -0.56% | |
| 24 | DELL | Dell Technologies -c | 株式-IT | 1.87% | +0.52% | +0.36% | |
| 25 | AJG | Arthur J Gallagher & Co | 株式-金融 | 1.87% | — | +14.47% | |
| 26 | GS | Goldman Sachs Group INC | 株式-金融 | 1.83% | -0.12% | +5.02% | |
| 27 | ETN | Eaton Corporation plc | 株式-資本財 | 1.81% | +0.18% | +2.07% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.78% | -0.32% | +3.54% | |
| 29 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.78% | — | +3.32% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.73% | +0.21% | +3.12% | |
| 31 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.66% | — | +3.00% | |
| 32 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.63% | — | +0.56% | |
| 33 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.45% | — | +3.74% | |
| 34 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.44% | -0.27% | +145.19% | |
| 35 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 1.38% | +0.02% | -32.93% | |
| 36 | CAVA | Cava Group INC | 株式-一般消費財 | 1.29% | — | +97.20% | |
| 37 | SO | Southern Co/the | 株式-公益事業 | 1.27% | +0.15% | -2.25% | |
| 38 | JHPI | John Hancock Preferred Incom | ETF-その他 | 1.26% | — | +3.31% | |
| 39 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.16% | — | +4.15% | |
| 40 | PBH | Prestige Consumer Healthcare | 株式-ヘルスケア | 1.03% | — | -16.29% | |
| 41 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.00% | -0.08% | +0.92% | |
| 42 | SNA | Snap-on INC | 株式-資本財 | 0.99% | — | -3.04% | |
| 43 | PANW | Palo Alto Networks INC | 株式-IT | 0.92% | -0.10% | +103.69% | |
| 44 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.92% | +0.16% | -9.24% | |
| 45 | DKNG | Draftkings Inc-cl A | 株式-一般消費財 | 0.90% | — | +1.68% | |
| 46 | ADBE | Adobe INC | 株式-IT | 0.80% | — | +2.96% | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.79% | -0.07% | EXIT | |
| 48 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.71% | — | +4.97% | |
| 49 | DOW | Dow INC | 株式-素材 | 0.69% | — | +3.50% | |
| 50 | HYT | Blackrock CORP Hi Yld | 株式-その他 | 0.42% | +0.05% | +2.87% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks INC | +2.3% | NEW | 新規購入 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +2.2% | +95.98% | 増加 |
| 3 | CRWD | Crowdstrike Holdings INC - A | +0.9% | +145.19% | 増加 |
| 4 | NEE | Nextera Energy INC | +0.8% | +91.86% | 増加 |
| 5 | NFLX | Netflix INC | +0.8% | +30.45% | 増加 |
| 6 | ELF | Elf Beauty INC | +0.6% | +27.11% | 増加 |
| 7 | CAVA | Cava Group INC | +0.5% | +97.20% | 増加 |
| 8 | GVA | Granite Construction INC | +0.5% | +23.52% | 増加 |
| 9 | AVGO | Broadcom INC | +0.5% | -8.83% | 減少 |
| 10 | WM | Waste Management INC | +0.4% | NEW | 新規購入 |
| 11 | FISV | Fiserv INC | +0.3% | +4.90% | 増加 |
| 12 | V | Visa Inc-class A Shares | +0.3% | +2.95% | 増加 |
| 13 | GS | Goldman Sachs Group INC | +0.2% | +5.02% | 増加 |
| 14 | DIS | Walt Disney Co/the | +0.2% | +3.54% | 増加 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.12% | 増加 |
| 16 | AJG | Arthur J Gallagher & Co | +0.2% | +14.47% | 増加 |
| 17 | NVDA | Nvidia CORP | +0.1% | -1.04% | 減少 |
| 18 | AAPL | Apple INC | +0.1% | +2.44% | 増加 |
| 19 | WMT | Walmart INC | +0.1% | -0.56% | 減少 |
| 20 | AMZN | Amazon.com INC | +0.1% | -7.90% | 減少 |
| 21 | TSLA | Tesla INC | +0.1% | +28.15% | 増加 |
| 22 | MSFT | Microsoft CORP | +0.1% | +10.88% | 増加 |
| 23 | EW | Edwards Lifesciences CORP | +0.1% | +0.92% | 増加 |
| 24 | UBER | Uber Technologies INC | +0.1% | +35.08% | 増加 |
| 25 | SNA | Snap-on INC | +0.1% | -3.04% | 減少 |
| 26 | CASY | Casey's General Stores INC | 0% | +1.33% | 増加 |
| 27 | PANW | Palo Alto Networks INC | 0% | +103.69% | 増加 |
| 28 | META | Meta Platforms Inc-class A | 0% | +2.57% | 増加 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -69.39% | 減少 |
| 30 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | +4.11% | 増加 |
| 31 | ADBE | Adobe INC | -0.2% | +2.96% | 増加 |
| 32 | PBH | Prestige Consumer Healthcare | -0.2% | -16.29% | 減少 |
| 33 | MLM | Martin Marietta Materials | -0.2% | +1.64% | 増加 |
| 34 | SO | Southern Co/the | -0.2% | -2.25% | 減少 |
| 35 | IBB | Ishares Biotechnology ETF | -0.2% | +3.32% | 増加 |
| 36 | HD | Home Depot INC | -0.2% | +1.38% | 増加 |
| 37 | HCA | Hca Healthcare INC | -0.3% | +4.97% | 増加 |
| 38 | LMT | Lockheed Martin CORP | -0.3% | +4.15% | 増加 |
| 39 | DOW | Dow INC | -0.3% | +3.50% | 増加 |
| 40 | STZ | Constellation Brands Inc-a | -0.3% | +3.74% | 増加 |
| 41 | SHW | Sherwin-williams Co/the | -0.3% | +0.56% | 増加 |
| 42 | CAT | Caterpillar INC | -0.3% | +1.30% | 増加 |
| 43 | SCHF | Schwab Intl Equity ETF | -0.4% | +103.46% | 増加 |
| 44 | SCHD | Schwab US Dvd Equity ETF | -0.4% | +198.50% | 増加 |
| 45 | CSCO | Cisco Systems INC | -0.7% | -96.11% | 減少 |
| 46 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | -0.8% | -32.93% | 減少 |
| 47 | MCD | Mcdonald's CORP | -0.9% | -99.93% | 減少 |
| 48 | ALGM | Allegro Microsystems INC | -1.4% | -99.80% | 減少 |
| 49 | ANETEUR | Arista Networks INC | -1.4% | EXIT | 全売却 |
| 50 | ULTA | Ulta Beauty INC | -1.7% | -99.86% | 減少 |