CIK: 0002008171
申告総資産額
$9.3億
上位200銘柄を表示中（全349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 | 8.53% | -0.63% | +1.96% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 3.80% | -0.12% | +2.38% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.66% | -0.65% | -0.18% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.31% | -0.27% | +0.41% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.17% | -0.29% | -1.04% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.89% | -0.33% | -0.67% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.55% | -0.16% | -1.80% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.14% | -0.02% | -0.12% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 1.81% | -0.21% | +0.41% | |
| 10 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.78% | -0.11% | -1.13% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.48% | -0.02% | -0.32% | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 1.41% | -0.12% | -2.19% | |
| 13 | BNL | Broadstone Net Lease INC | 株式-不動産 | 1.31% | — | +5.30% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.27% | +0.35% | -1.38% | |
| 15 | DHR | Danaher CORP | 株式-ヘルスケア | 1.26% | -0.26% | -0.36% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.24% | +0.20% | +0.46% | |
| 17 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.12% | -0.25% | +0.15% | |
| 18 | XPO | Xpo INC | 株式-資本財 | 1.09% | +0.64% | +0.36% | |
| 19 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.06% | — | +0.63% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.05% | — | -2.91% | |
| 21 | DOV | Dover CORP | 株式-資本財 | 1.05% | +0.14% | +0.03% | |
| 22 | XLF | Ss Financial Select Sector | ETF-その他 | 1.02% | -0.06% | -0.84% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.96% | — | -0.88% | |
| 24 | WFC | Wells Fargo & Co | 株式-金融 | 0.94% | -0.12% | -2.85% | |
| 25 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.89% | +0.14% | +1.62% | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 0.87% | -0.04% | +0.17% | |
| 27 | LRCX | Lam Research CORP | 株式-IT | 0.87% | +0.30% | -0.92% | |
| 28 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.86% | -0.04% | +0.17% | |
| 29 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.85% | -0.16% | +0.16% | |
| 30 | CB | Chubb Limited | 株式-金融 | 0.83% | — | +2.76% | |
| 31 | ORCL | Oracle CORP | 株式-IT | 0.80% | -0.10% | -25.49% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.75% | -0.04% | +9.16% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | +0.85% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.68% | +0.29% | +2.53% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.65% | — | -6.24% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.64% | -0.11% | -5.19% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.63% | — | -7.81% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.62% | — | -1.68% | |
| 39 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.60% | — | +0.17% | |
| 40 | BLK | Blackrock INC | 株式-金融 | 0.57% | -0.07% | +7.24% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.57% | — | -11.09% | |
| 42 | COF | Capital One Financial CORP | 株式-金融 | 0.56% | -0.14% | -3.52% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.55% | — | -0.39% | |
| 44 | RTX | Rtx CORP | 株式-資本財 | 0.54% | — | -0.09% | |
| 45 | ADI | Analog Devices INC | 株式-IT | 0.54% | +0.13% | +31.87% | |
| 46 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.54% | — | +2.35% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.53% | — | +1.24% | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | -0.08% | +6.75% | |
| 49 | CME | Cme Group INC | 株式-金融 | 0.53% | — | +0.21% | |
| 50 | EOG | Eog Resources INC | 株式-エネルギー | 0.52% | +0.24% | -4.22% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -1.04% | 減少 |
| 2 | GOOG | Alphabet Inc-cl C | +0.8% | -0.67% | 減少 |
| 3 | MSFT | Microsoft CORP | +0.7% | -0.18% | 減少 |
| 4 | VUG | Vanguard Growth ETF | +0.6% | +2.38% | 増加 |
| 5 | NVDA | Nvidia CORP | +0.5% | -0.32% | 減少 |
| 6 | IYW | Ishares Ustechnology ETF | +0.3% | -1.13% | 減少 |
| 7 | LRCX | Lam Research CORP | +0.3% | -0.92% | 減少 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -1.80% | 減少 |
| 9 | AAPL | Apple INC | +0.2% | +1.96% | 減少 |
| 10 | ORCL | Oracle CORP | +0.2% | -25.49% | 減少 |
| 11 | AVGO | Broadcom INC | +0.2% | -7.78% | 減少 |
| 12 | ADI | Analog Devices INC | +0.2% | +31.87% | 増加 |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.12% | 減少 |
| 14 | XLK | Ss Technology Select Sector | +0.1% | +0.17% | 減少 |
| 15 | CAT | Caterpillar INC | +0.1% | +6.87% | 増加 |
| 16 | TSLA | Tesla INC | +0.1% | +11.22% | 増加 |
| 17 | NOW | Servicenow INC | +0.1% | +58.80% | 増加 |
| 18 | LHX | L3harris Technologies INC | +0.1% | +2.22% | 増加 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +6.75% | 増加 |
| 20 | BA | Boeing Co/the | +0.1% | +0.17% | 減少 |
| 21 | BLK | Blackrock INC | +0.1% | +7.24% | 増加 |
| 22 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.06% | 増加 |
| 23 | TJX | Tjx Companies INC | +0.1% | +0.63% | 減少 |
| 24 | AMZN | Amazon.com INC | +0.1% | +0.41% | 減少 |
| 25 | XLI | Ss Industrial Select Sector | +0.1% | -0.88% | 減少 |
| 26 | RTX | Rtx CORP | +0.1% | -0.09% | 減少 |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -6.24% | 減少 |
| 28 | WMT | Walmart INC | 0% | +0.46% | 減少 |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | -2.91% | 減少 |
| 30 | WFC | Wells Fargo & Co | — | -2.85% | 減少 |
| 31 | JNJ | Johnson & Johnson | -0.1% | -1.38% | 減少 |
| 32 | ACN | Accenture plc | -0.1% | -50.84% | 減少 |
| 33 | XLE | Ss Energy Select Sector | -0.1% | +1.82% | 減少 |
| 34 | UPS | United Parcel Service-cl B | -0.1% | -10.32% | 減少 |
| 35 | CL | Colgate-palmolive Co | -0.1% | -3.00% | 減少 |
| 36 | SBUX | Starbucks CORP | -0.2% | +2.35% | 減少 |
| 37 | ZTS | Zoetis INC | -0.2% | -9.10% | 減少 |
| 38 | COF | Capital One Financial CORP | -0.2% | -3.52% | 減少 |
| 39 | MRK | Merck & Co. INC. | -0.2% | -7.81% | 減少 |
| 40 | DHR | Danaher CORP | -0.3% | -0.36% | 減少 |
| 41 | EOG | Eog Resources INC | -0.3% | -4.22% | 減少 |
| 42 | BNL | Broadstone Net Lease INC | -0.3% | +5.30% | 減少 |
| 43 | CMG | Chipotle Mexican Grill INC | -0.3% | -29.42% | 減少 |
| 44 | XLV | Ss Health Care Select Sector | -0.3% | -11.09% | 減少 |
| 45 | ISRG | Intuitive Surgical INC | -0.3% | +0.15% | 減少 |
| 46 | UNH | Unitedhealth Group INC | -0.3% | -3.48% | 減少 |
| 47 | V | Visa Inc-class A Shares | -0.3% | +0.41% | 減少 |
| 48 | QXO | Qxo INC | — | NEW | 新規購入 |
| 49 | LULU | Lululemon Athletica INC | — | EXIT | 全売却 |
| 50 | ETR | Entergy CORP | — | EXIT | 全売却 |