CIK: 0001889322
申告総資産額
$5.3億
| # | 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 | MSTR | Strategy INC | 株式-IT | 5.49% | -0.34% | -32.89% | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 4.80% | +0.26% | +4.28% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.77% | -0.23% | -3.92% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.44% | +0.67% | +7.18% | |
| 5 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 3.54% | -0.41% | -0.15% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.49% | -0.50% | -0.86% | |
| 7 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 3.28% | +0.50% | +119.44% | |
| 8 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 3.25% | +0.09% | NEW | |
| 9 | TSLA | Tesla INC | 株式-一般消費財 | 3.12% | -0.27% | +8.73% | |
| 10 | FBRT | Franklin Bsp Realty Trust In | 株式-その他 | 2.97% | — | +2.42% | |
| 11 | BMNR | Bitmine Immersion Technologi | 株式-金融 | 2.72% | -0.36% | — | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.34% | -0.03% | -1.58% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.27% | -0.16% | -2.09% | |
| 14 | PWR | Quanta Services INC | 株式-資本財 | 2.09% | +0.72% | -0.35% | |
| 15 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.05% | -0.14% | +6.20% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.95% | — | -1.48% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.94% | +0.49% | +35.93% | |
| 18 | BA | Boeing Co/the | 株式-資本財 | 1.70% | -0.04% | +2.49% | |
| 19 | COF | Capital One Financial CORP | 株式-金融 | 1.66% | -1.85% | EXIT | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.56% | -0.18% | +1.69% | |
| 21 | MMM | 3m Co | 株式-資本財 | 1.51% | -0.04% | +0.16% | |
| 22 | FCX | Freeport-mcmoran INC | 株式-素材 | 1.50% | +0.40% | -0.92% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.48% | — | +2.95% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.47% | -1.45% | +4.24% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.43% | +0.76% | +2.07% | |
| 26 | SOLV | Solventum CORP | 株式-ヘルスケア | 1.37% | -0.14% | +20.47% | |
| 27 | LPX | Louisiana-pacific CORP | 株式-資本財 | 1.34% | -0.05% | +0.51% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 1.13% | -0.05% | -2.20% | |
| 29 | CEG | Constellation Energy | 株式-公益事業 | 1.00% | -0.18% | -2.06% | |
| 30 | PH | Parker Hannifin CORP | 株式-資本財 | 0.85% | — | +0.10% | |
| 31 | NEM | Newmont CORP | 株式-素材 | 0.82% | — | -1.01% | |
| 32 | LHX | L3harris Technologies INC | 株式-資本財 | 0.81% | +0.16% | +0.34% | |
| 33 | GRMN | Garmin Ltd. | 株式-IT | 0.78% | +0.13% | -1.04% | |
| 34 | RTX | Rtx CORP | 株式-資本財 | 0.78% | — | -0.25% | |
| 35 | BLK | Blackrock INC | 株式-金融 | 0.75% | — | +0.80% | |
| 36 | CMI | Cummins INC | 株式-資本財 | 0.72% | -0.19% | -0.33% | |
| 37 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.72% | — | +7.51% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.72% | — | -1.63% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.70% | — | +5.21% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.70% | — | +2.55% | |
| 41 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.69% | +0.18% | +2.00% | |
| 42 | ECL | Ecolab INC | 株式-素材 | 0.67% | — | +0.94% | |
| 43 | ETN | Eaton Corporation plc | 株式-資本財 | 0.67% | +0.13% | -2.90% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.63% | — | +0.74% | |
| 45 | STE | STERIS plc | 株式-ヘルスケア | 0.62% | — | +1.60% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.28% | +5.84% | |
| 47 | ITW | Illinois Tool Works | 株式-資本財 | 0.61% | — | +0.72% | |
| 48 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.61% | — | +2.21% | |
| 49 | XEL | Xcel Energy INC | 株式-公益事業 | 0.61% | — | +1.16% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.61% | +0.12% | +0.89% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TBIL | F/m US Treasury 3 Month Bill | +2.9% | +65.62% | 増加 |
| 2 | NVDA | Nvidia CORP | +1.3% | -3.92% | 減少 |
| 3 | TSLA | Tesla INC | +1.2% | +8.73% | 増加 |
| 4 | BABA | Alibaba Group Holding-sp Adr | +0.6% | +6.20% | 増加 |
| 5 | PWR | Quanta Services INC | +0.5% | -0.35% | 増加 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -2.09% | 減少 |
| 7 | AVGO | Broadcom INC | +0.4% | -2.20% | 減少 |
| 8 | MSFT | Microsoft CORP | +0.4% | -0.86% | 増加 |
| 9 | IBIT | Ishares Bitcoin Trust ETF | +0.4% | -0.15% | 減少 |
| 10 | BA | Boeing Co/the | +0.4% | +2.49% | 増加 |
| 11 | CEG | Constellation Energy | +0.3% | -2.06% | 減少 |
| 12 | NEM | Newmont CORP | +0.3% | -1.01% | 増加 |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +2.55% | 増加 |
| 14 | IONQ | Ionq INC | +0.2% | +4.26% | 増加 |
| 15 | AAPL | Apple INC | +0.2% | -1.48% | 増加 |
| 16 | INOD | Innodata INC | +0.2% | +2.87% | 減少 |
| 17 | LHX | L3harris Technologies INC | +0.1% | +0.34% | 増加 |
| 18 | CMI | Cummins INC | +0.1% | -0.33% | 増加 |
| 19 | COF | Capital One Financial CORP | +0.1% | -0.23% | 増加 |
| 20 | SOLV | Solventum CORP | +0.1% | +20.47% | 増加 |
| 21 | HBM | Hudbay Minerals INC | +0.1% | +2.37% | 増加 |
| 22 | PLTR | Palantir Technologies Inc-a | +0.1% | -19.08% | 減少 |
| 23 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | -0.44% | 増加 |
| 24 | ETN | Eaton Corporation plc | +0.1% | -2.90% | 増加 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | -1.63% | 増加 |
| 26 | POWL | Powell Industries INC | +0.1% | +1.80% | 増加 |
| 27 | PH | Parker Hannifin CORP | +0.1% | +0.10% | 増加 |
| 28 | BLK | Blackrock INC | +0.1% | +0.80% | 増加 |
| 29 | RTX | Rtx CORP | +0.1% | -0.25% | 増加 |
| 30 | ABBV | Abbvie INC | +0.1% | +0.74% | 増加 |
| 31 | GRMN | Garmin Ltd. | 0% | -1.04% | 減少 |
| 32 | BHP | Bhp Group Ltd-spon Adr | 0% | +2.00% | 増加 |
| 33 | LOW | Lowe's Cos INC | 0% | +7.51% | 増加 |
| 34 | FCX | Freeport-mcmoran INC | 0% | -0.92% | 減少 |
| 35 | MMM | 3m Co | -0.1% | +0.16% | 増加 |
| 36 | XOM | Exxon Mobil CORP | -0.1% | +2.07% | 増加 |
| 37 | AMZN | Amazon.com INC | -0.1% | -1.58% | 減少 |
| 38 | V | Visa Inc-class A Shares | -0.2% | +2.95% | 増加 |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | +7.18% | 増加 |
| 40 | LPX | Louisiana-pacific CORP | -0.2% | +0.51% | 増加 |
| 41 | LLY | Eli Lilly & Co | -0.3% | +1.69% | 増加 |
| 42 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.5% | +4.28% | 増加 |
| 43 | UNH | Unitedhealth Group INC | -0.8% | +35.93% | 増加 |
| 44 | MSTR | Strategy INC | -3.4% | -32.89% | 減少 |
| 45 | FSK | Fs Kkr Capital CORP | — | EXIT | 全売却 |
| 46 | BLV | Vanguard Long-term Bond ETF | — | NEW | 新規購入 |
| 47 | BMNR | Bitmine Immersion Technologi | — | NEW | 新規購入 |
| 48 | RSP | Invesco S&p 500 Equal Weight | — | EXIT | 全売却 |
| 49 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | 全売却 |
| 50 | CION | Cion Investment CORP | — | EXIT | 全売却 |