CIK: 0002011237
申告総資産額
$7.2億
上位200銘柄を表示中（全248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 | 3.05% | +0.14% | +4.85% | |
| 2 | AVGO | Broadcom INC | 株式-IT | 1.93% | +0.20% | -11.19% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.92% | +0.06% | -1.84% | |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.85% | — | +7.25% | |
| 5 | VNLA | Janus Henderson Short Durati | ETF-その他 | 1.83% | — | +4.92% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.81% | — | -2.84% | |
| 7 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.71% | -0.29% | -8.26% | |
| 8 | NEE | Nextera Energy INC | 株式-公益事業 | 1.58% | -0.22% | +1.13% | |
| 9 | STX | Seagate Technology Holdings plc | 株式-IT | 1.52% | +0.75% | -21.63% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.50% | +0.08% | +0.25% | |
| 11 | AMGN | Amgen INC | 株式-ヘルスケア | 1.39% | — | +3.81% | |
| 12 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.35% | — | -3.17% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.34% | — | +8.09% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.23% | — | +6.96% | |
| 15 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.21% | — | -1.94% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.18% | — | -1.34% | |
| 17 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.18% | -0.25% | +6.54% | |
| 18 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 1.15% | — | +7.58% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.12% | +0.12% | +1.01% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.12% | — | +8.16% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 1.10% | -0.17% | +1.15% | |
| 22 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.10% | +0.32% | -7.59% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.08% | -0.34% | +6.02% | |
| 24 | MDT | Medtronic plc | 株式-ヘルスケア | 1.07% | — | +2.34% | |
| 25 | COF | Capital One Financial CORP | 株式-金融 | 1.07% | +0.03% | -1.55% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.05% | — | +0.73% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.04% | -0.20% | +11.17% | |
| 28 | PSX | Phillips 66 | 株式-エネルギー | 1.03% | -0.18% | +0.48% | |
| 29 | T | At&t INC | 株式-通信サービス | 1.02% | -0.39% | -8.65% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.01% | -0.19% | +1.15% | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 0.99% | +0.28% | +13.18% | |
| 32 | BX | Blackstone INC | 株式-金融 | 0.98% | — | +2.00% | |
| 33 | UL | Unilever PLC | 株式-生活必需品 | 0.97% | — | +0.80% | |
| 34 | FE | Firstenergy CORP | 株式-公益事業 | 0.96% | — | +3.26% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.95% | -0.24% | +1.81% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.94% | +0.01% | +15.09% | |
| 37 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.92% | — | +12.17% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.91% | +0.40% | -2.08% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.88% | +0.04% | -9.24% | |
| 40 | CCI | Crown Castle INC | 株式-不動産 | 0.87% | — | -5.55% | |
| 41 | TD | Toronto-dominion Bank | 株式-金融 | 0.86% | +0.18% | -12.76% | |
| 42 | D | Dominion Energy INC | 株式-公益事業 | 0.86% | +0.03% | +2.63% | |
| 43 | WBS | Webster Financial CORP | 株式-金融 | 0.86% | +0.03% | +3.52% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.82% | +0.04% | +0.49% | |
| 45 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.81% | — | -3.80% | |
| 46 | DUK | Duke Energy CORP | 株式-公益事業 | 0.80% | — | -1.65% | |
| 47 | MET | Metlife INC | 株式-金融 | 0.78% | +0.09% | +12.29% | |
| 48 | FITB | Fifth Third Bancorp | 株式-金融 | 0.77% | +0.10% | +1.99% | |
| 49 | EIX | Edison International | 株式-公益事業 | 0.76% | — | +17.37% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.74% | -0.16% | +9.66% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | STX | Seagate Technology Holdings plc | +0.7% | -21.63% | 減少 |
| 2 | AVGO | Broadcom INC | +0.7% | -11.19% | 減少 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.01% | 増加 |
| 4 | MSFT | Microsoft CORP | +0.3% | -2.84% | 減少 |
| 5 | TSLA | Tesla INC | +0.2% | +7.35% | 増加 |
| 6 | AAPL | Apple INC | +0.2% | +4.85% | 増加 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -1.84% | 減少 |
| 8 | NVDA | Nvidia CORP | +0.2% | -9.24% | 減少 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -8.90% | 減少 |
| 10 | ORCL | Oracle CORP | +0.2% | -15.31% | 減少 |
| 11 | MU | Micron Technology INC | +0.2% | +0.89% | 増加 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +0.04% | 増加 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | — | 変化なし |
| 14 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +25.31% | 増加 |
| 15 | COIN | Coinbase Global INC -class A | +0.1% | -11.56% | 減少 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | -1.34% | 減少 |
| 17 | QCOM | Qualcomm INC | +0.1% | +13.18% | 増加 |
| 18 | BX | Blackstone INC | +0.1% | +2.00% | 増加 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +9.72% | 増加 |
| 20 | ANET | Arista Networks INC | +0.1% | +2.39% | 増加 |
| 21 | LMT | Lockheed Martin CORP | +0.1% | +6.54% | 増加 |
| 22 | LOW | Lowe's Cos INC | +0.1% | +17.67% | 増加 |
| 23 | WMT | Walmart INC | +0.1% | +1.15% | 増加 |
| 24 | WBS | Webster Financial CORP | +0.1% | +3.52% | 増加 |
| 25 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +1.64% | 増加 |
| 26 | COF | Capital One Financial CORP | +0.1% | -1.55% | 増加 |
| 27 | FE | Firstenergy CORP | +0.1% | +3.26% | 増加 |
| 28 | UBER | Uber Technologies INC | +0.1% | -5.27% | 減少 |
| 29 | PH | Parker Hannifin CORP | +0.1% | +2.72% | 増加 |
| 30 | TD | Toronto-dominion Bank | 0% | -12.76% | 減少 |
| 31 | FITB | Fifth Third Bancorp | 0% | +1.99% | 増加 |
| 32 | AMZN | Amazon.com INC | 0% | +0.25% | 増加 |
| 33 | MET | Metlife INC | 0% | +12.29% | 増加 |
| 34 | PFF | Ishares Preferred & Income S | 0% | +8.09% | 増加 |
| 35 | JNJ | Johnson & Johnson | 0% | +0.73% | 増加 |
| 36 | KMI | Kinder Morgan INC | 0% | +12.17% | 増加 |
| 37 | D | Dominion Energy INC | 0% | +2.63% | 増加 |
| 38 | SRLN | Ss Blackstone Sr Loan ETF | 0% | +7.25% | 増加 |
| 39 | MDT | Medtronic plc | 0% | +2.34% | 増加 |
| 40 | PSX | Phillips 66 | 0% | +0.48% | 増加 |
| 41 | IAU | Ishares Gold Trust | 0% | -8.26% | 減少 |
| 42 | BSJP | Invesco Bulletshares 2025 Hy | 0% | +7.58% | 増加 |
| 43 | NEE | Nextera Energy INC | -0.1% | +1.13% | 増加 |
| 44 | PYPL | Paypal Holdings INC | -0.2% | -78.48% | 減少 |
| 45 | KO | Coca-cola Co/the | -0.3% | -1.94% | 減少 |
| 46 | IQV | Iqvia Holdings INC | — | EXIT | 全売却 |
| 47 | FLUT | Flutter Entertainment plc | — | NEW | 新規購入 |
| 48 | EQT | Eqt CORP | — | NEW | 新規購入 |
| 49 | ACHR | Archer Aviation Inc-a | — | NEW | 新規購入 |
| 50 | TTD | Trade Desk Inc/the -class A | — | EXIT | 全売却 |