CIK: 0001698484
申告総資産額
$169.8億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 21.20% | +1.36% | NEW | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.99% | -4.58% | EXIT | |
| 3 | AAPL | Apple INC | 株式-IT | 6.74% | -0.46% | +308.38% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.01% | -0.89% | +2.28% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.55% | — | — | |
| 6 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-その他 | 3.62% | +0.33% | NEW | |
| 7 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.52% | — | — | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.91% | — | — | |
| 9 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 2.06% | +1.49% | NEW | |
| 10 | ADBE | Adobe INC | 株式-IT | 1.47% | -0.08% | +1.17% | |
| 11 | PYPL | Paypal Holdings INC | 株式-金融 | 1.33% | — | +28.50% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.26% | -0.52% | +1.78% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.10% | -0.22% | +4.75% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.06% | +0.06% | +27.03% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.96% | +0.08% | +24.64% | |
| 16 | DDOG | Datadog INC - Class A | 株式-IT | 0.93% | — | — | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.87% | -0.22% | +6.28% | |
| 18 | AMD | Advanced Micro Devices | 株式-IT | 0.87% | — | — | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 0.83% | -0.07% | +2.01% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.78% | — | — | |
| 21 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.78% | — | — | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | +3.05% | |
| 23 | EWH | Ishares Msci Hong Kong ETF | ETF-その他 | 0.67% | — | — | |
| 24 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.66% | — | -39.88% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.65% | — | -13.90% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.58% | -0.16% | +7.30% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.53% | -0.37% | +221.85% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | — | +27.83% | |
| 29 | FDX | Fedex CORP | 株式-資本財 | 0.50% | — | — | |
| 30 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.49% | — | — | |
| 31 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.48% | — | +34.73% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.48% | — | +15.11% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.48% | — | -95.33% | |
| 34 | SPLKCHF | Splunk INC | 株式-その他 | 0.47% | — | — | |
| 35 | AKAM | Akamai Technologies INC | 株式-IT | 0.46% | — | — | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | — | +5.64% | |
| 37 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 0.44% | — | — | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.44% | -0.19% | +1116.67% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.43% | — | +2.57% | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.42% | — | -21.45% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.42% | -0.10% | -43.25% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.42% | -0.09% | -45.04% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.41% | — | +5.07% | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.40% | — | +11.32% | |
| 45 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.40% | — | — | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.39% | — | -97.13% | |
| 47 | XPO | Xpo INC | 株式-資本財 | 0.39% | — | +173.00% | |
| 48 | D0A | Dada Nexus Ltd-adr | 株式-その他 | 0.38% | — | +3.64% | |
| 49 | XYZ | Block INC | 株式-金融 | 0.38% | — | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.38% | — | -86.93% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ASHR | Xtrackers Harvest Csi 300 Ch | +3.2% | +588.91% | 増加 |
| 2 | AAPL | Apple INC | +2.4% | +308.38% | 増加 |
| 3 | MSFT | Microsoft CORP | +1% | +2.28% | 増加 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +27.03% | 増加 |
| 5 | PYPL | Paypal Holdings INC | +0.6% | +28.50% | 増加 |
| 6 | NVDA | Nvidia CORP | +0.5% | +1.78% | 増加 |
| 7 | KWEB | Kranesh Csi China Internet | +0.5% | — | 変化なし |
| 8 | AMZN | Amazon.com INC | +0.4% | +221.85% | 増加 |
| 9 | AMD | Advanced Micro Devices | +0.4% | — | 変化なし |
| 10 | ADBE | Adobe INC | +0.4% | +1.17% | 増加 |
| 11 | TSLA | Tesla INC | +0.4% | +1116.67% | 増加 |
| 12 | JNJ | Johnson & Johnson | +0.4% | +24.64% | 増加 |
| 13 | AVGO | Broadcom INC | +0.3% | +4.75% | 増加 |
| 14 | XPO | Xpo INC | +0.3% | +173.00% | 増加 |
| 15 | META | Meta Platforms Inc-class A | +0.3% | +6.28% | 増加 |
| 16 | UNP | Union Pacific CORP | +0.3% | +149.32% | 増加 |
| 17 | VEEV | Veeva Systems Inc-class A | +0.2% | +166.67% | 増加 |
| 18 | OTIS | Otis Worldwide CORP | +0.2% | +98.00% | 増加 |
| 19 | ISRG | Intuitive Surgical INC | -0.1% | -52.33% | 減少 |
| 20 | VRSK | Verisk Analytics INC | -0.1% | -80.09% | 減少 |
| 21 | GPN | Global Payments INC | -0.1% | -84.26% | 減少 |
| 22 | SHOP | Shopify INC - Class A | -0.2% | -82.73% | 減少 |
| 23 | V | Visa Inc-class A Shares | -0.2% | -43.25% | 減少 |
| 24 | IHS | Ihs Markit LTD | -0.2% | -88.09% | 減少 |
| 25 | BMRN | Biomarin Pharmaceutical INC | -0.3% | -61.54% | 減少 |
| 26 | XLP | Ss Consumer Staples Sel Sect | -0.3% | -94.38% | 減少 |
| 27 | INTC | Intel CORP | -0.6% | -91.80% | 減少 |
| 28 | IVE | Ishares S&p 500 Value ETF | -1.2% | -87.06% | 減少 |
| 29 | IWM | Ishares Russell 2000 ETF | -2% | -86.93% | 減少 |
| 30 | IEMG | Ishares Core Msci Emerging | -7.3% | -95.33% | 減少 |
| 31 | EEM | Ishares Msci Emerging Market | -10% | -97.13% | 減少 |
| 32 | VOO | Vanguard S&p 500 ETF | -16.8% | -77.23% | 減少 |
| 33 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新規購入 |
| 34 | ✓ | Invesco Qqq Tr | — | EXIT | 全売却 |
| 35 | XLI | Ss Industrial Select Sector | — | EXIT | 全売却 |
| 36 | FDX | Fedex CORP | — | NEW | 新規購入 |
| 37 | UPS | United Parcel Service-cl B | — | NEW | 新規購入 |
| 38 | XYZ | Block INC | — | NEW | 新規購入 |
| 39 | KNX | Knight-swift Transportation | — | NEW | 新規購入 |
| 40 | UBER | Uber Technologies INC | — | NEW | 新規購入 |
| 41 | TDOC | Teladoc Health INC | — | NEW | 新規購入 |
| 42 | BKIEUR | Black Knight INC | — | NEW | 新規購入 |
| 43 | ✓ | Edwards Lifesciences Corp | — | EXIT | 全売却 |
| 44 | APG | Api Group CORP | — | NEW | 新規購入 |
| 45 | EW | Edwards Lifesciences CORP | — | NEW | 新規購入 |
| 46 | DE | Deere & Co | — | NEW | 新規購入 |
| 47 | LUV | Southwest Airlines Co | — | NEW | 新規購入 |
| 48 | BYND | Beyond Meat INC | — | NEW | 新規購入 |
| 49 | MRNA | Moderna INC | — | NEW | 新規購入 |
| 50 | COO | The Cooper Companies, Inc. | — | EXIT | 全売却 |