CIK: 0002011237
申告総資産額
$7.2億
上位200銘柄を表示中（全249銘柄）
| # | 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 | AAPL | Apple INC | 株式-IT | 2.51% | +0.14% | +1.07% | |
| 2 | AVGO | Broadcom INC | 株式-IT | 1.95% | +0.20% | +5.19% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.93% | +0.06% | +0.06% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.92% | — | -0.46% | |
| 5 | VNLA | Janus Henderson Short Durati | ETF-その他 | 1.86% | — | -1.44% | |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.85% | — | +3.79% | |
| 7 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.71% | -0.29% | -1.74% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.60% | +0.08% | -0.08% | |
| 9 | NEE | Nextera Energy INC | 株式-公益事業 | 1.54% | -0.22% | +2.28% | |
| 10 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.49% | — | +4.91% | |
| 11 | AMGN | Amgen INC | 株式-ヘルスケア | 1.42% | — | +3.43% | |
| 12 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.41% | — | +1.18% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.29% | — | +3.64% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.29% | — | -0.71% | |
| 15 | STX | Seagate Technology Holdings plc | 株式-IT | 1.27% | +0.75% | +2.45% | |
| 16 | T | At&t INC | 株式-通信サービス | 1.22% | -0.39% | +0.91% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.22% | — | -2.03% | |
| 18 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.17% | +0.32% | +1.11% | |
| 19 | COF | Capital One Financial CORP | 株式-金融 | 1.16% | +0.03% | +2.72% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.15% | — | +1.30% | |
| 21 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 1.14% | — | +1.85% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 1.11% | -0.17% | +1.38% | |
| 23 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.10% | -0.25% | +2.57% | |
| 24 | UL | Unilever PLC | 株式-生活必需品 | 1.06% | — | +1.64% | |
| 25 | CCI | Crown Castle INC | 株式-不動産 | 1.05% | — | +2.83% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.03% | -0.19% | +1.40% | |
| 27 | MDT | Medtronic plc | 株式-ヘルスケア | 1.03% | — | +2.37% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 1.01% | +0.40% | +1.83% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 1.00% | -0.34% | +2.72% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.99% | -0.24% | +1.47% | |
| 31 | TD | Toronto-dominion Bank | 株式-金融 | 0.97% | +0.18% | +1.46% | |
| 32 | PSX | Phillips 66 | 株式-エネルギー | 0.97% | -0.18% | +0.68% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.95% | -0.20% | +2.80% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.92% | — | +1.86% | |
| 35 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.92% | — | +3.50% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.90% | +0.28% | +2.85% | |
| 37 | BX | Blackstone INC | 株式-金融 | 0.90% | — | +0.81% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.88% | +0.04% | -7.87% | |
| 39 | FE | Firstenergy CORP | 株式-公益事業 | 0.87% | — | +2.24% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | +0.12% | -0.27% | |
| 41 | D | Dominion Energy INC | 株式-公益事業 | 0.83% | +0.03% | +2.75% | |
| 42 | DUK | Duke Energy CORP | 株式-公益事業 | 0.83% | — | +1.98% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.83% | +0.01% | +1.54% | |
| 44 | WBS | Webster Financial CORP | 株式-金融 | 0.82% | +0.03% | +3.31% | |
| 45 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.81% | — | +2.07% | |
| 46 | TMUS | T-mobile US INC | 株式-通信サービス | 0.75% | -0.19% | -0.29% | |
| 47 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.75% | +0.05% | +1.36% | |
| 48 | FITB | Fifth Third Bancorp | 株式-金融 | 0.75% | +0.10% | +2.99% | |
| 49 | MET | Metlife INC | 株式-金融 | 0.73% | +0.09% | +2.69% | |
| 50 | UBER | Uber Technologies INC | 株式-資本財 | 0.72% | — | -2.66% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | +0.8% | +5.19% | 増加 |
| 2 | STX | Seagate Technology Holdings plc | +0.5% | +2.45% | 増加 |
| 3 | MSFT | Microsoft CORP | +0.4% | -0.46% | 減少 |
| 4 | META | Meta Platforms Inc-class A | +0.2% | -0.71% | 減少 |
| 5 | JPM | Jpmorgan Chase & Co | +0.2% | +0.06% | 増加 |
| 6 | COIN | Coinbase Global INC -class A | +0.2% | +0.84% | 増加 |
| 7 | NVDA | Nvidia CORP | +0.2% | -7.87% | 減少 |
| 8 | NFLX | Netflix INC | +0.2% | -6.72% | 減少 |
| 9 | ORCL | Oracle CORP | +0.2% | -1.07% | 減少 |
| 10 | COF | Capital One Financial CORP | +0.1% | +2.72% | 増加 |
| 11 | TD | Toronto-dominion Bank | +0.1% | +1.46% | 増加 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +2.63% | 増加 |
| 13 | AMZN | Amazon.com INC | +0.1% | -0.08% | 減少 |
| 14 | UBER | Uber Technologies INC | +0.1% | -2.66% | 減少 |
| 15 | RBRK | Rubrik Inc-a | +0.1% | +6.47% | 増加 |
| 16 | CRWD | Crowdstrike Holdings INC - A | +0.1% | -5.85% | 減少 |
| 17 | AMD | Advanced Micro Devices | +0.1% | +8.21% | 増加 |
| 18 | MU | Micron Technology INC | +0.1% | +10.97% | 増加 |
| 19 | SNOW | Snowflake INC | +0.1% | +1.24% | 増加 |
| 20 | CSCO | Cisco Systems INC | +0.1% | +1.83% | 増加 |
| 21 | WMT | Walmart INC | +0.1% | +1.38% | 増加 |
| 22 | TT | Trane Technologies plc | +0.1% | -1.66% | 減少 |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | — | 変化なし |
| 24 | OSK | Oshkosh CORP | +0.1% | +3.16% | 増加 |
| 25 | DG | Dollar General CORP | +0.1% | +0.63% | 増加 |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.27% | 減少 |
| 27 | TSLA | Tesla INC | +0.1% | -0.90% | 減少 |
| 28 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +1.76% | 増加 |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +4.17% | 増加 |
| 30 | AXP | American Express Co | +0.1% | +3.12% | 増加 |
| 31 | PH | Parker Hannifin CORP | 0% | +3.49% | 増加 |
| 32 | WBS | Webster Financial CORP | 0% | +3.31% | 増加 |
| 33 | BX | Blackstone INC | 0% | +0.81% | 増加 |
| 34 | LMT | Lockheed Martin CORP | — | +2.57% | 増加 |
| 35 | SRLN | Ss Blackstone Sr Loan ETF | 0% | +3.79% | 増加 |
| 36 | FTSM | First Trust Enh Short Mat Fd | 0% | +4.91% | 増加 |
| 37 | IAU | Ishares Gold Trust | 0% | -1.74% | 減少 |
| 38 | EIX | Edison International | -0.1% | +2.96% | 増加 |
| 39 | KMB | Kimberly-clark CORP | -0.1% | +1.36% | 増加 |
| 40 | ABBV | Abbvie INC | -0.1% | +0.59% | 増加 |
| 41 | PG | Procter & Gamble Co/the | -0.1% | +1.30% | 増加 |
| 42 | MRK | Merck & Co. INC. | -0.2% | +1.54% | 増加 |
| 43 | TMUS | T-mobile US INC | -0.2% | -0.29% | 減少 |
| 44 | LYB | LyondellBasell Industries N.V. | -0.2% | +4.70% | 増加 |
| 45 | PEP | Pepsico INC | -0.2% | +2.80% | 増加 |
| 46 | UNH | Unitedhealth Group INC | -0.2% | -17.42% | 減少 |
| 47 | CVX | Chevron CORP | -0.2% | +2.72% | 増加 |
| 48 | AMGN | Amgen INC | -0.2% | +3.43% | 増加 |
| 49 | DOW | Dow INC | -0.2% | +5.27% | 増加 |
| 50 | AAPL | Apple INC | -0.4% | +1.07% | 増加 |