CIK: 0001949033
申告総資産額
$7856.9万
| # | 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 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 19.94% | -11.29% | EXIT | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 7.75% | -1.32% | -0.23% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 7.63% | +3.82% | -23.75% | |
| 4 | C | Citigroup INC | 株式-金融 | 5.34% | -0.04% | +81.70% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.57% | -4.34% | EXIT | |
| 6 | PANW | Palo Alto Networks INC | 株式-IT | 4.32% | -0.42% | +9.61% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.27% | +2.39% | +9.73% | |
| 8 | AAPL | Apple INC | 株式-IT | 4.14% | +3.00% | -0.80% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.07% | +0.94% | -0.18% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 3.66% | +3.58% | -0.48% | |
| 11 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 3.54% | — | +16.95% | |
| 12 | NFLX | Netflix INC | 株式-通信サービス | 3.05% | -2.71% | EXIT | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 3.05% | +1.86% | -0.38% | |
| 14 | PLTR | Palantir Technologies Inc-a | 株式-IT | 3.01% | -2.66% | EXIT | |
| 15 | ANET | Arista Networks INC | 株式-IT | 2.76% | -3.69% | EXIT | |
| 16 | AXON | Axon Enterprise INC | 株式-資本財 | 2.63% | -1.46% | EXIT | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.45% | — | -0.39% | |
| 18 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 2.04% | -1.93% | EXIT | |
| 19 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 1.92% | — | — | |
| 20 | CDNS | Cadence Design Sys INC | 株式-IT | 1.85% | -1.90% | EXIT | |
| 21 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 1.83% | — | — | |
| 22 | BTC | Grayscale Bitcoin Mini ETF | ETF-暗号資産 | 1.66% | -1.28% | EXIT | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.36% | +1.04% | — | |
| 24 | SHOP | Shopify INC - Class A | 株式-IT | 0.50% | -0.83% | EXIT | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.47% | — | -4.53% | |
| 26 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.40% | +0.23% | — | |
| 27 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 0.33% | +0.22% | -1.00% | |
| 28 | AXP | American Express Co | 株式-金融 | 0.30% | +0.23% | — | |
| 29 | AMP | Ameriprise Financial INC | 株式-金融 | 0.28% | +0.21% | — | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.26% | +0.37% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | +0.18% | — | |
| 32 | APO | Apollo Global Management INC | 株式-金融 | 0.17% | -0.15% | EXIT | |
| 33 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.16% | — | +0.79% |