CIK: 0002011237
申告総資産額
$7.2億
上位200銘柄を表示中（全245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 | 3.17% | +0.14% | -0.99% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 2.04% | — | +53.75% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 1.97% | +0.20% | -1.40% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.94% | +0.06% | +0.43% | |
| 5 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.85% | — | +2.61% | |
| 6 | VNLA | Janus Henderson Short Durati | ETF-その他 | 1.83% | — | +2.19% | |
| 7 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.81% | -0.29% | -3.18% | |
| 8 | STX | Seagate Technology Holdings plc | 株式-IT | 1.71% | +0.75% | -1.98% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.67% | — | +0.49% | |
| 10 | NEE | Nextera Energy INC | 株式-公益事業 | 1.66% | -0.22% | +0.41% | |
| 11 | AMGN | Amgen INC | 株式-ヘルスケア | 1.60% | — | +0.87% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.55% | +0.08% | +0.41% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.41% | +0.12% | -0.18% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.30% | — | +0.40% | |
| 15 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.27% | — | +1.47% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.24% | — | +3.94% | |
| 17 | COF | Capital One Financial CORP | 株式-金融 | 1.22% | +0.03% | +1.79% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.18% | -0.17% | +0.87% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.17% | +0.01% | +1.14% | |
| 20 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.14% | +0.32% | +0.10% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.14% | — | -0.96% | |
| 22 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.14% | -0.25% | +1.26% | |
| 23 | MDT | Medtronic plc | 株式-ヘルスケア | 1.06% | — | -0.08% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.05% | -0.34% | +1.48% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.03% | — | -0.76% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.03% | -0.20% | -1.52% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.02% | -0.19% | +1.77% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 1.01% | +0.28% | +0.71% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 1.01% | +0.40% | +0.29% | |
| 30 | TD | Toronto-dominion Bank | 株式-金融 | 1.00% | +0.18% | +0.21% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.99% | — | -2.99% | |
| 32 | PSX | Phillips 66 | 株式-エネルギー | 0.97% | -0.18% | +1.07% | |
| 33 | UL | Unilever Plc-sponsored Adr | 株式-生活必需品 | 0.95% | — | — | |
| 34 | FE | Firstenergy CORP | 株式-公益事業 | 0.93% | — | +1.19% | |
| 35 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.93% | — | +60.88% | |
| 36 | WBS | Webster Financial CORP | 株式-金融 | 0.91% | +0.03% | +1.64% | |
| 37 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.91% | — | -0.10% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.90% | -0.39% | +2.25% | |
| 39 | BX | Blackstone INC | 株式-金融 | 0.88% | — | +1.61% | |
| 40 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.87% | — | -0.78% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.84% | +0.04% | -2.63% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.83% | -0.24% | -4.59% | |
| 43 | FITB | Fifth Third Bancorp | 株式-金融 | 0.81% | +0.10% | +1.47% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.80% | +0.04% | +0.79% | |
| 45 | D | Dominion Energy INC | 株式-公益事業 | 0.79% | +0.03% | -2.41% | |
| 46 | EIX | Edison International | 株式-公益事業 | 0.78% | — | -3.19% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.78% | — | +9.26% | |
| 48 | DUK | Duke Energy CORP | 株式-公益事業 | 0.75% | — | +1.22% | |
| 49 | CCI | Crown Castle INC | 株式-不動産 | 0.75% | — | -5.64% | |
| 50 | MET | Metlife INC | 株式-金融 | 0.74% | +0.09% | -0.00% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh Short Mat Fd | +0.7% | +53.75% | 増加 |
| 2 | SDY | Ss Spdr S&p Dividend ETF | +0.4% | +103.13% | 増加 |
| 3 | FVD | First Trust Value Line Dvd | +0.3% | +60.88% | 増加 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.18% | 減少 |
| 5 | MRK | Merck & Co. INC. | +0.2% | +1.14% | 増加 |
| 6 | AMGN | Amgen INC | +0.2% | +0.87% | 増加 |
| 7 | MU | Micron Technology INC | +0.2% | -0.69% | 減少 |
| 8 | STX | Seagate Technology Holdings plc | +0.2% | -1.98% | 減少 |
| 9 | COF | Capital One Financial CORP | +0.2% | +1.79% | 増加 |
| 10 | LLY | Eli Lilly & Co | +0.2% | -1.40% | 減少 |
| 11 | TD | Toronto-dominion Bank | +0.1% | +0.21% | 増加 |
| 12 | AAPL | Apple INC | +0.1% | -0.99% | 減少 |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -0.68% | 減少 |
| 14 | IAU | Ishares Gold Trust | +0.1% | -3.18% | 減少 |
| 15 | CSCO | Cisco Systems INC | +0.1% | +0.29% | 増加 |
| 16 | GSK | Gsk Plc-spon Adr | +0.1% | -0.10% | 減少 |
| 17 | JNJ | Johnson & Johnson | +0.1% | -0.96% | 減少 |
| 18 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +14.56% | 増加 |
| 19 | ISRG | Intuitive Surgical INC | +0.1% | +0.48% | 増加 |
| 20 | NEE | Nextera Energy INC | +0.1% | +0.41% | 増加 |
| 21 | WMT | Walmart INC | +0.1% | +0.87% | 増加 |
| 22 | AMD | Advanced Micro Devices | +0.1% | +0.04% | 増加 |
| 23 | KO | Coca-cola Co/the | +0.1% | +1.47% | 増加 |
| 24 | AMAT | Applied Materials INC | +0.1% | -0.17% | 減少 |
| 25 | AMZN | Amazon.com INC | +0.1% | +0.41% | 増加 |
| 26 | WBS | Webster Financial CORP | +0.1% | +1.64% | 増加 |
| 27 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +9.26% | 増加 |
| 28 | AVGO | Broadcom INC | 0% | -1.40% | 減少 |
| 29 | MDLZ | Mondelez International Inc-a | -0.1% | +0.37% | 増加 |
| 30 | CMCSA | Comcast Corp-class A | -0.1% | -26.54% | 減少 |
| 31 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -0.20% | 減少 |
| 32 | COIN | Coinbase Global INC -class A | -0.1% | +5.16% | 増加 |
| 33 | PFE | Pfizer INC | -0.1% | -9.25% | 減少 |
| 34 | BX | Blackstone INC | -0.1% | +1.61% | 増加 |
| 35 | CCI | Crown Castle INC | -0.1% | -5.64% | 減少 |
| 36 | UBER | Uber Technologies INC | -0.1% | +0.04% | 増加 |
| 37 | VZ | Verizon Communications INC | -0.1% | -4.59% | 減少 |
| 38 | T | At&t INC | -0.1% | +2.25% | 増加 |
| 39 | TMUS | T-mobile US INC | -0.1% | -1.49% | 減少 |
| 40 | NFLX | Netflix INC | -0.1% | +904.89% | 増加 |
| 41 | PG | Procter & Gamble Co/the | -0.1% | -2.99% | 減少 |
| 42 | MSFT | Microsoft CORP | -0.1% | +0.49% | 増加 |
| 43 | ORCL | Oracle CORP | -0.2% | -0.29% | 減少 |
| 44 | META | Meta Platforms Inc-class A | -0.2% | -0.76% | 減少 |
| 45 | LYB | LyondellBasell Industries N.V. | -0.2% | -21.06% | 減少 |
| 46 | DOW | Dow INC | -0.2% | -33.73% | 減少 |
| 47 | KMB | Kimberly-clark CORP | -0.3% | -19.70% | 減少 |
| 48 | BSJP | Invesco Bulletshares 2025 Hy | — | EXIT | 全売却 |
| 49 | UL | Unilever PLC | — | EXIT | 全売却 |
| 50 | UL | Unilever Plc-sponsored Adr | — | NEW | 新規購入 |