CIK: 0001992879
申告総資産額
$5.3億
| # | 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 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 11.00% | -0.39% | +1.09% | |
| 2 | DRSK | Aptus Defined Risk ETF | ETF-その他 | 7.72% | +0.07% | +2.68% | |
| 3 | IDUB | Aptus Intl Enhan Yld ETF | ETF-その他 | 6.41% | +0.25% | +2.21% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 5.17% | +0.01% | +0.58% | |
| 5 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-その他 | 4.54% | -0.15% | +0.91% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.49% | +0.88% | +0.62% | |
| 7 | OSCV | Opus Small Cap Value ETF | ETF-中小型株 | 4.47% | +0.22% | +2.26% | |
| 8 | JUCY | Aptus Enhanced Yield ETF | ETF-その他 | 3.74% | +0.01% | +5.23% | |
| 9 | APP | Applovin Corp-class A | 株式-IT | 3.10% | -1.12% | -23.33% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.90% | -2.25% | +1.86% | |
| 11 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-その他 | 2.33% | +1.33% | +1.02% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.28% | +0.08% | +0.56% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.87% | -0.35% | -1.33% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.81% | +0.01% | +8.36% | |
| 15 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.50% | -2.64% | — | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.47% | -0.22% | -0.24% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.42% | — | -0.51% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.15% | +0.01% | +10.60% | |
| 19 | CRWV | Coreweave Inc-cl A | 株式-IT | 1.11% | +0.44% | — | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.09% | — | -30.72% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.01% | +0.15% | -2.36% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.98% | -0.20% | +22.04% | |
| 23 | OCUL | Ocular Therapeutix INC | 株式-その他 | 0.97% | -0.31% | +4.41% | |
| 24 | MARA | Mara Holdings INC | 株式-金融 | 0.94% | +0.14% | +4.95% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.93% | +0.06% | +0.20% | |
| 26 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.92% | +0.03% | — | |
| 27 | CRDO | Credo Technology Group Holding Ltd | 株式-IT | 0.89% | +0.98% | NEW | |
| 28 | BKAG | Bny Mellon Core Bond ETF | ETF-その他 | 0.81% | — | +2.37% | |
| 29 | MRVL | Marvell Technology INC | 株式-IT | 0.81% | — | +1.53% | |
| 30 | PWR | Quanta Services INC | 株式-資本財 | 0.80% | +0.37% | -6.96% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.78% | — | +1.27% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.78% | — | +1.23% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.76% | +0.13% | -1.57% | |
| 34 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.75% | — | — | |
| 35 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.75% | +0.15% | +22.78% | |
| 36 | BR | Broadridge Financial Solutio | 株式-IT | 0.72% | -0.26% | +1.42% | |
| 37 | PGR | Progressive CORP | 株式-金融 | 0.70% | -0.14% | +3.47% | |
| 38 | CHE | Chemed CORP | 株式-ヘルスケア | 0.66% | — | +16.54% | |
| 39 | CPRT | Copart INC | 株式-資本財 | 0.65% | -0.13% | +18.06% | |
| 40 | AMT | American Tower CORP | 株式-不動産 | 0.63% | — | -4.95% | |
| 41 | ROP | Roper Technologies INC | 株式-IT | 0.63% | — | +0.87% | |
| 42 | NOW | Servicenow INC | 株式-IT | 0.63% | -0.22% | +818.28% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.53% | — | +0.17% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.46% | — | -3.14% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.46% | — | -1.02% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.40% | — | -0.10% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | — | +1.63% | |
| 48 | UPSD | Aptus Large Cap Upside ETF | ETF-大型株・グロース | 0.39% | +0.08% | +10.22% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.36% | — | -2.09% | |
| 50 | FUBOGBP | Fubotv INC | 株式-その他 | 0.34% | -0.21% | EXIT |