CIK: 0001964680
申告総資産額
$8117.6万
| # | 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 | ERNZ | Trueshares Active Yield ETF | ETF-その他 | 68.26% | -56.48% | EXIT | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.65% | -0.74% | +23.72% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.97% | — | +7.12% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.11% | — | +52.79% | |
| 5 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.86% | -0.08% | -26.51% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 0.81% | — | -12.21% | |
| 7 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.78% | +1.39% | -1.61% | |
| 8 | SPXL | Direxion Daily S&p 500 Bull | ETF-大型株・グロース | 0.74% | — | +12.97% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | — | -8.18% | |
| 10 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 0.57% | — | -9.53% | |
| 11 | CEG | Constellation Energy | 株式-公益事業 | 0.55% | — | +0.47% | |
| 12 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-その他 | 0.55% | — | -5.70% | |
| 13 | AAPL | Apple INC | 株式-IT | 0.52% | — | -3.76% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.50% | — | — | |
| 15 | IONS | Ionis Pharmaceuticals INC | 株式-ヘルスケア | 0.48% | — | -3.46% | |
| 16 | UDOW | Proshares Ultrapro Dow30 | ETF-その他 | 0.48% | — | +1.21% | |
| 17 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.43% | — | +26.86% | |
| 18 | GIS | General Mills INC | 株式-生活必需品 | 0.42% | — | +25.88% | |
| 19 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.40% | -0.43% | EXIT | |
| 20 | INCY | Incyte CORP | 株式-ヘルスケア | 0.40% | — | +8.14% | |
| 21 | ARKK | Ark Innovation ETF | ETF-その他 | 0.40% | — | -5.90% | |
| 22 | HSY | Hershey Co/the | 株式-生活必需品 | 0.39% | — | +14.76% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.38% | — | +0.29% | |
| 24 | IVT | Inventrust Properties CORP | 株式-その他 | 0.38% | — | +17.87% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.37% | — | +14.49% | |
| 26 | MOD | Modine Manufacturing Co | 株式-一般消費財 | 0.36% | — | +10.54% | |
| 27 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.35% | — | +12.38% | |
| 28 | ASLE | Aersale CORP | 株式-その他 | 0.31% | — | +27.62% | |
| 29 | KR | Kroger Co | 株式-生活必需品 | 0.30% | — | +19.79% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | +70.59% | |
| 31 | STRL | Sterling Infrastructure INC | 株式-資本財 | 0.30% | — | -13.47% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.30% | -0.47% | +27.48% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.29% | — | +0.33% | |
| 34 | IMKTA | Ingles Markets Inc-class A | 株式-その他 | 0.28% | — | +12.57% | |
| 35 | CLX | Clorox Company | 株式-生活必需品 | 0.28% | — | +24.32% | |
| 36 | AMPH | Amphastar Pharmaceuticals In | 株式-その他 | 0.27% | -0.29% | EXIT | |
| 37 | MMSI | Merit Medical Systems INC | 株式-ヘルスケア | 0.26% | — | +33.01% | |
| 38 | ED | Consolidated Edison INC | 株式-公益事業 | 0.25% | — | +22.58% | |
| 39 | KEL | Kellanova | 株式-その他 | 0.25% | — | +18.03% | |
| 40 | CPB | THE Campbell's Company | 株式-生活必需品 | 0.25% | — | +29.66% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.25% | -0.47% | EXIT | |
| 42 | XEL | Xcel Energy INC | 株式-公益事業 | 0.25% | — | +16.01% | |
| 43 | PDFS | Pdf Solutions INC | 株式-その他 | 0.25% | — | +4.48% | |
| 44 | EXC | Exelon CORP | 株式-公益事業 | 0.24% | — | -0.18% | |
| 45 | YUMC | Yum China Holdings INC | 株式-一般消費財 | 0.23% | — | +12.15% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.22% | — | -11.61% | |
| 47 | HCC | Warrior Met Coal INC | 株式-素材 | 0.22% | — | +7.75% | |
| 48 | SPOK | Spok Holdings INC | 株式-その他 | 0.22% | — | +12.07% | |
| 49 | AMD | Advanced Micro Devices | 株式-IT | 0.22% | — | -13.53% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.21% | — | — |