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 | 11.34% | -0.15% | +7.52% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.33% | -0.08% | +33.62% | |
| 3 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 6.92% | +1.04% | +24.76% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.69% | +0.07% | +23.00% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 6.42% | +1.05% | +41.81% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.64% | +1.19% | -14.35% | |
| 7 | CDNS | Cadence Design Sys INC | 株式-IT | 4.70% | +0.46% | -8.87% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 3.80% | -0.95% | -31.53% | |
| 9 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 3.24% | +0.34% | +19.09% | |
| 10 | JPEF | Jpmorgan Equity Focus ETF | ETF-その他 | 3.02% | -0.24% | EXIT | |
| 11 | PTNQ | Pacer Trendpilot 100 ETF | ETF-その他 | 2.98% | +0.25% | +19.80% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.95% | +0.47% | -34.03% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.88% | -0.29% | +7.14% | |
| 14 | AMD | Advanced Micro Devices | 株式-IT | 2.71% | -0.46% | -41.25% | |
| 15 | AAPL | Apple INC | 株式-IT | 2.65% | +0.29% | -10.88% | |
| 16 | JTEK | Jpmorgan US Tech Leaders | ETF-テック型 | 2.61% | -0.66% | +101.17% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.57% | -0.93% | +0.69% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 2.04% | +1.35% | -29.45% | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.01% | — | -15.24% | |
| 20 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.97% | -0.69% | +209.59% | |
| 21 | COIN | Coinbase Global INC -class A | 株式-金融 | 1.90% | -0.56% | +529.94% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.83% | — | -35.49% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.59% | — | +110.21% | |
| 24 | JBND | Jpmorgan Active Bond ETF | ETF-その他 | 1.42% | -0.10% | -11.91% | |
| 25 | JPIE | Jpmorgan Income ETF | ETF-その他 | 1.29% | — | -13.85% | |
| 26 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 1.23% | — | +25.50% | |
| 27 | MSTR | Strategy INC | 株式-IT | 1.09% | -0.45% | +226.38% | |
| 28 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-その他 | 0.80% | — | — | |
| 29 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.71% | — | +194.23% | |
| 30 | DPST | Dirx Dly Rgnl Bnk B3x Etf-ui | ETF-その他 | 0.53% | — | +211.03% | |
| 31 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.41% | — | -80.17% | |
| 32 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.39% | -0.22% | -75.47% | |
| 33 | ARKK | Ark Innovation ETF | ETF-その他 | 0.32% | — | -2.50% | |
| 34 | MARA | Mara Holdings INC | 株式-金融 | 0.30% | — | +85.53% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.28% | -0.07% | -39.86% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.26% | — | -89.47% | |
| 37 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.26% | +1.78% | NEW | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.24% | — | -31.62% | |
| 39 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 0.24% | — | -50.43% | |
| 40 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-その他 | 0.19% | — | -89.22% | |
| 41 | QDF | Flexshares Quality Dividend | ETF-その他 | 0.18% | — | — | |
| 42 | NIO | Nio INC - Adr | 株式-一般消費財 | 0.07% | — | — |