CIK: 0001913545
申告総資産額
$1.3億
| # | 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 | TSLA | Tesla INC | 株式-一般消費財 | 14.03% | -0.15% | -8.99% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 7.64% | +0.47% | +465.13% | |
| 3 | CDNS | Cadence Design Sys INC | 株式-IT | 5.92% | +0.46% | +7.51% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 5.85% | -0.95% | +17.91% | |
| 5 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 5.36% | +1.04% | +11.83% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.17% | -0.08% | +19.33% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.15% | +1.19% | -40.48% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.86% | +0.07% | +23.19% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.32% | — | +50.20% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 4.18% | +1.05% | -21.67% | |
| 11 | AAPL | Apple INC | 株式-IT | 3.20% | +0.29% | -18.54% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.11% | — | +13.43% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.07% | -0.29% | +24.94% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 2.97% | +1.35% | +9.27% | |
| 15 | JTEK | Jpmorgan US Tech Leaders | ETF-テック型 | 2.70% | -0.66% | -2.12% | |
| 16 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 2.53% | — | +64.08% | |
| 17 | AMD | Advanced Micro Devices | 株式-IT | 2.31% | -0.46% | +47.50% | |
| 18 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 2.24% | +0.34% | +83.42% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.17% | -0.93% | -3.08% | |
| 20 | PTNQ | Pacer Trendpilot 100 ETF | ETF-その他 | 2.12% | +0.25% | +21.83% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.60% | — | -25.12% | |
| 22 | COIN | Coinbase Global INC -class A | 株式-金融 | 1.47% | -0.56% | +210.00% | |
| 23 | JBND | Jpmorgan Active Bond ETF | ETF-その他 | 1.00% | -0.10% | +91.81% | |
| 24 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.92% | — | +69.26% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.87% | — | +13.25% | |
| 26 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.73% | — | — | |
| 27 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.71% | -0.69% | +131.57% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.58% | — | — | |
| 29 | ARKK | Ark Innovation ETF | ETF-その他 | 0.49% | — | -24.26% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.45% | -0.07% | +725.35% | |
| 31 | BXSL | Blackstone Secured Lending F | 株式-金融 | 0.26% | — | -27.00% | |
| 32 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-その他 | 0.25% | — | — | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.24% | -0.47% | EXIT | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.22% | — | +0.39% | |
| 35 | MARA | Mara Holdings INC | 株式-金融 | 0.22% | — | — | |
| 36 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.18% | — | -64.08% | |
| 37 | QDF | Flexshares Quality Dividend | ETF-その他 | 0.17% | — | — | |
| 38 | ETHE | Grayscale Ethereum Staking E | ETF-その他 | 0.17% | — | — | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.16% | — | — | |
| 40 | PANW | Palo Alto Networks INC | 株式-IT | 0.16% | — | -82.52% | |
| 41 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 0.15% | — | — | |
| 42 | VALE | Vale Sa-sp Adr | 株式-素材 | 0.09% | — | — | |
| 43 | ✓ | Eth | 株式-その他 | 0.02% | — | — |