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 | NVDA | Nvidia CORP | 株式-IT | 4.77% | -0.32% | +0.44% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.65% | +0.01% | +4.62% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.38% | -0.35% | +2.40% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.19% | -0.65% | +0.47% | |
| 5 | AVGO | Broadcom INC | 株式-IT | 3.11% | -0.34% | -18.51% | |
| 6 | NFLX | Netflix INC | 株式-通信サービス | 2.90% | +0.45% | -7.24% | |
| 7 | UBER | Uber Technologies INC | 株式-資本財 | 2.86% | -0.29% | +0.11% | |
| 8 | WMT | Walmart INC | 株式-生活必需品 | 2.85% | -0.16% | +0.91% | |
| 9 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.77% | +0.05% | +0.75% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 2.72% | -0.77% | +8.85% | |
| 11 | MLM | Martin Marietta Materials | 株式-素材 | 2.72% | -0.20% | +5.86% | |
| 12 | CAT | Caterpillar INC | 株式-資本財 | 2.70% | — | +1.81% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.52% | -0.29% | +9.87% | |
| 14 | NEE | Nextera Energy INC | 株式-公益事業 | 2.44% | +0.11% | +7.46% | |
| 15 | CASY | Casey's General Stores INC | 株式-一般消費財 | 2.42% | +0.08% | -12.70% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.36% | -0.24% | -0.99% | |
| 17 | GVA | Granite Construction INC | 株式-資本財 | 2.31% | -0.15% | +0.47% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 2.24% | -0.38% | -12.87% | |
| 19 | AAPL | Apple INC | 株式-IT | 2.23% | -0.18% | +2.22% | |
| 20 | ANET | Arista Networks INC | 株式-IT | 2.22% | -0.16% | +27.53% | |
| 21 | GS | Goldman Sachs Group INC | 株式-金融 | 2.22% | -0.12% | +0.72% | |
| 22 | ETN | Eaton Corporation plc | 株式-資本財 | 1.99% | +0.18% | +3.90% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.98% | -0.32% | +1.28% | |
| 24 | DELL | Dell Technologies -c | 株式-IT | 1.97% | +0.52% | +1.63% | |
| 25 | FISV | Fiserv INC | 株式-その他 | 1.96% | — | +3.29% | |
| 26 | RTX | Rtx CORP | 株式-資本財 | 1.90% | -0.10% | — | |
| 27 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 1.88% | -0.61% | +1.19% | |
| 28 | AJG | Arthur J Gallagher & Co | 株式-金融 | 1.82% | — | +0.52% | |
| 29 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.77% | — | +0.89% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.75% | +0.21% | +10.44% | |
| 31 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.71% | -0.27% | -18.08% | |
| 32 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.65% | — | +1.28% | |
| 33 | APO | Apollo Global Management INC | 株式-金融 | 1.64% | — | +2.16% | |
| 34 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 1.45% | +0.02% | +6.49% | |
| 35 | SO | Southern Co/the | 株式-公益事業 | 1.42% | +0.15% | +2.36% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.28% | +1.40% | -2.79% | |
| 37 | JHPI | John Hancock Preferred Incom | ETF-その他 | 1.27% | — | +3.33% | |
| 38 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.05% | — | -1.03% | |
| 39 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.02% | -0.08% | -1.38% | |
| 40 | PBH | Prestige Consumer Healthcare | 株式-ヘルスケア | 1.02% | — | -1.21% | |
| 41 | PANW | Palo Alto Networks INC | 株式-IT | 1.00% | -0.10% | -1.41% | |
| 42 | CAVA | Cava Group INC | 株式-一般消費財 | 1.00% | — | +3.64% | |
| 43 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.92% | +0.16% | +3.21% | |
| 44 | ADBE | Adobe INC | 株式-IT | 0.87% | — | +25.96% | |
| 45 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.86% | -2.08% | EXIT | |
| 46 | SNA | Snap-on INC | 株式-資本財 | 0.86% | — | -0.80% | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.81% | -0.07% | EXIT | |
| 48 | BGB | Blackstone Strategic Credit | 株式-その他 | 0.71% | +0.06% | +5.32% | |
| 49 | STT | State Street CORP | 株式-金融 | 0.50% | +0.10% | +20.73% | |
| 50 | WM | Waste Management INC | 株式-資本財 | 0.46% | — | +2.79% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | RTX | Rtx CORP | +1.9% | NEW | 新規購入 |
| 2 | NVDA | Nvidia CORP | +1.1% | +0.44% | 増加 |
| 3 | AZNN | Astrazeneca Plc-spons Adr | +0.9% | NEW | 新規購入 |
| 4 | ANET | Arista Networks INC | +0.7% | +27.53% | 増加 |
| 5 | META | Meta Platforms Inc-class A | +0.5% | +9.87% | 増加 |
| 6 | AVGO | Broadcom INC | +0.5% | -18.51% | 減少 |
| 7 | MSFT | Microsoft CORP | +0.5% | +0.47% | 増加 |
| 8 | NFLX | Netflix INC | +0.4% | -7.24% | 減少 |
| 9 | ETN | Eaton Corporation plc | +0.3% | +3.90% | 増加 |
| 10 | DELL | Dell Technologies -c | +0.3% | +1.63% | 増加 |
| 11 | UBER | Uber Technologies INC | +0.3% | +0.11% | 増加 |
| 12 | GS | Goldman Sachs Group INC | +0.3% | +0.72% | 増加 |
| 13 | DIS | Walt Disney Co/the | +0.2% | +1.28% | 増加 |
| 14 | GVA | Granite Construction INC | +0.2% | +0.47% | 増加 |
| 15 | MLM | Martin Marietta Materials | +0.2% | +5.86% | 増加 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.2% | +10.44% | 増加 |
| 17 | CAT | Caterpillar INC | +0.1% | +1.81% | 増加 |
| 18 | AMZN | Amazon.com INC | +0.1% | +2.40% | 増加 |
| 19 | STT | State Street CORP | +0.1% | +20.73% | 増加 |
| 20 | DLR | Digital Realty Trust INC | +0.1% | +3.21% | 増加 |
| 21 | ADBE | Adobe INC | +0.1% | +25.96% | 増加 |
| 22 | CRWD | Crowdstrike Holdings INC - A | +0.1% | -18.08% | 減少 |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.99% | 減少 |
| 24 | VV | Vanguard Large-cap ETF | +0.1% | NEW | 新規購入 |
| 25 | JHCB | John Hancock Corporate Bond | +0.1% | NEW | 新規購入 |
| 26 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | NEW | 新規購入 |
| 27 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +578.95% | 増加 |
| 28 | PANW | Palo Alto Networks INC | 0% | -1.41% | 減少 |
| 29 | WMT | Walmart INC | 0% | +0.91% | 増加 |
| 30 | HCA | Hca Healthcare INC | 0% | -1.03% | 減少 |
| 31 | SCHF | Schwab Intl Equity ETF | -0.1% | -2.79% | 減少 |
| 32 | BGB | Blackstone Strategic Credit | -0.1% | +5.32% | 増加 |
| 33 | EW | Edwards Lifesciences CORP | -0.1% | -1.38% | 減少 |
| 34 | BSX | Boston Scientific CORP | -0.1% | +1.19% | 増加 |
| 35 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | -0.1% | +6.49% | 増加 |
| 36 | APO | Apollo Global Management INC | -0.1% | +2.16% | 増加 |
| 37 | JHPI | John Hancock Preferred Incom | -0.1% | +3.33% | 増加 |
| 38 | HD | Home Depot INC | -0.1% | +8.85% | 増加 |
| 39 | NEE | Nextera Energy INC | -0.2% | +7.46% | 増加 |
| 40 | SNA | Snap-on INC | -0.2% | -0.80% | 減少 |
| 41 | PBH | Prestige Consumer Healthcare | -0.2% | -1.21% | 減少 |
| 42 | CASY | Casey's General Stores INC | -0.3% | -12.70% | 減少 |
| 43 | TJX | Tjx Companies INC | -0.3% | +0.75% | 増加 |
| 44 | AJG | Arthur J Gallagher & Co | -0.4% | +0.52% | 増加 |
| 45 | AAPL | Apple INC | -0.5% | +2.22% | 増加 |
| 46 | V | Visa Inc-class A Shares | -0.7% | -12.87% | 減少 |
| 47 | DKNG | Draftkings Inc-cl A | -0.8% | -94.62% | 減少 |
| 48 | FISV | Fiserv INC | -0.8% | +3.29% | 増加 |
| 49 | LMT | Lockheed Martin CORP | -1.2% | -98.20% | 減少 |
| 50 | ELF | Elf Beauty INC | -1.2% | -99.42% | 減少 |