CIK: 0001907254
申告総資産額
$2.8億
上位200銘柄を表示中（全217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 | ✓ | Avadel Pharmaceu | 株式-その他 | 11.24% | -12.75% | EXIT | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 9.83% | +0.47% | -6.22% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.68% | +0.28% | -2.65% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.38% | +0.22% | +3.78% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.01% | +0.12% | +0.16% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.90% | +0.26% | -5.76% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.78% | -0.28% | -1.67% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.57% | -0.01% | -3.37% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.30% | +0.12% | +1.06% | |
| 10 | ARWR | Arrowhead Pharmaceuticals In | 株式-ヘルスケア | 1.87% | +0.20% | +1.69% | |
| 11 | AVGO | Broadcom INC | 株式-IT | 1.53% | +0.06% | +0.12% | |
| 12 | BX | Blackstone INC | 株式-金融 | 1.34% | — | +2.97% | |
| 13 | IBM | Intl Business Machines CORP | 株式-IT | 1.23% | -0.01% | +6.82% | |
| 14 | URI | United Rentals INC | 株式-資本財 | 1.12% | — | -0.41% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 1.07% | -0.15% | +6.88% | |
| 16 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.98% | -0.34% | EXIT | |
| 17 | MU | Micron Technology INC | 株式-IT | 0.96% | +0.76% | -0.22% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.92% | — | +0.12% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 0.90% | — | +0.03% | |
| 20 | UTG | Reaves Utility Income Fund | 株式-その他 | 0.89% | +0.27% | +0.78% | |
| 21 | ENVX | Enovix CORP | 株式-その他 | 0.88% | — | +18.94% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.85% | — | +5.81% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.77% | +0.37% | +1.04% | |
| 24 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.77% | — | +3.53% | |
| 25 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 0.75% | -0.36% | -0.77% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.75% | — | -0.24% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.72% | — | +5.34% | |
| 28 | BA | Boeing Co/the | 株式-資本財 | 0.72% | — | +0.92% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.69% | — | -1.30% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.66% | +0.20% | +13.11% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.59% | — | +12.56% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.58% | — | +18.57% | |
| 33 | C | Citigroup INC | 株式-金融 | 0.54% | — | +0.02% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.53% | — | +2.41% | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.52% | — | +33.81% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.50% | — | -0.21% | |
| 37 | DOCN | Digitalocean Holdings INC | 株式-IT | 0.50% | +0.68% | +4.49% | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.47% | +0.31% | -1.01% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.46% | — | — | |
| 40 | ONDS | Ondas INC | 株式-IT | 0.45% | — | -5.04% | |
| 41 | NFLX | Netflix INC | 株式-通信サービス | 0.45% | — | -13.28% | |
| 42 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.45% | — | -21.26% | |
| 43 | DVN | Devon Energy CORP | 株式-エネルギー | 0.42% | +0.21% | +11.10% | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.42% | — | +5.83% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | — | -1.92% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | +0.22% | -0.01% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | — | -0.21% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.40% | — | — | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.40% | — | -4.03% | |
| 50 | LPTH | Lightpath Technologies Inc-a | 株式-その他 | 0.38% | — | +9.74% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Avadel Pharmaceu | +3.5% | -2.80% | 減少 |
| 2 | NVDA | Nvidia CORP | +1.6% | -6.22% | 減少 |
| 3 | ARWR | Arrowhead Pharmaceuticals In | +1% | +1.69% | 減少 |
| 4 | AVGO | Broadcom INC | +0.5% | +0.12% | 増加 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.06% | 減少 |
| 6 | ONDS | Ondas INC | +0.4% | -5.04% | 減少 |
| 7 | MU | Micron Technology INC | +0.3% | -0.22% | 増加 |
| 8 | TSLA | Tesla INC | +0.3% | +6.88% | 増加 |
| 9 | LPTH | Lightpath Technologies Inc-a | +0.3% | +9.74% | 増加 |
| 10 | ORCL | Oracle CORP | +0.3% | +33.81% | 増加 |
| 11 | JMIA | Jumia Technologies Ag-adr | +0.2% | -9.99% | 減少 |
| 12 | GEV | GE Vernova INC | +0.2% | +0.60% | 増加 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | +3.24% | 増加 |
| 14 | URI | United Rentals INC | +0.2% | -0.41% | 増加 |
| 15 | ENVX | Enovix CORP | +0.2% | +18.94% | 増加 |
| 16 | C | Citigroup INC | +0.1% | +0.02% | 増加 |
| 17 | VRT | Vertiv Holdings Co-a | +0.1% | +2.81% | 減少 |
| 18 | VST | Vistra CORP | +0.1% | +1.14% | 増加 |
| 19 | CAT | Caterpillar INC | +0.1% | -1.01% | 増加 |
| 20 | BA | Boeing Co/the | 0% | +0.92% | 増加 |
| 21 | IBM | Intl Business Machines CORP | 0% | +6.82% | 増加 |
| 22 | VOO | Vanguard S&p 500 ETF | — | +5.34% | 増加 |
| 23 | JPM | Jpmorgan Chase & Co | 0% | +0.16% | 増加 |
| 24 | MSFT | Microsoft CORP | 0% | -1.67% | 減少 |
| 25 | VUG | Vanguard Growth ETF | 0% | +0.03% | 減少 |
| 26 | PFE | Pfizer INC | 0% | +13.11% | 増加 |
| 27 | UTG | Reaves Utility Income Fund | -0.1% | +0.78% | 増加 |
| 28 | BX | Blackstone INC | -0.1% | +2.97% | 増加 |
| 29 | OGN | Organon & Co | -0.3% | -47.84% | 減少 |
| 30 | AMZN | Amazon.com INC | -0.3% | +3.78% | 増加 |
| 31 | META | Meta Platforms Inc-class A | -0.4% | -3.37% | 減少 |
| 32 | LLY | Eli Lilly & Co | -0.4% | -19.76% | 減少 |
| 33 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -5.76% | 減少 |
| 34 | TTD | Trade Desk Inc/the -class A | -0.5% | -2.12% | 減少 |
| 35 | AAPL | Apple INC | -1.4% | -2.65% | 減少 |
| 36 | DDOG | Datadog INC - Class A | — | EXIT | 全売却 |
| 37 | CRWV | Coreweave Inc-cl A | — | NEW | 新規購入 |
| 38 | OKLO | Oklo INC | — | NEW | 新規購入 |
| 39 | KVUE | Kenvue INC | — | NEW | 新規購入 |
| 40 | INTC | Intel CORP | — | NEW | 新規購入 |
| 41 | ITAN | Sparkline Intangible Val ETF | — | NEW | 新規購入 |
| 42 | IDYN | Ishares Inte Equ Fac R A ETF | — | NEW | 新規購入 |
| 43 | IXUS | Ishares Core Intl Stock ETF | — | EXIT | 全売却 |
| 44 | AMAT | Applied Materials INC | — | NEW | 新規購入 |
| 45 | GLBE | Global-E Online Ltd. | — | EXIT | 全売却 |
| 46 | CLS | Celestica INC | — | NEW | 新規購入 |
| 47 | FCG | First Trust Natural Gas ETF | — | EXIT | 全売却 |
| 48 | WY | Weyerhaeuser Co | — | NEW | 新規購入 |
| 49 | BLK | Blackrock INC | — | NEW | 新規購入 |
| 50 | SLB | Slb LTD | — | EXIT | 全売却 |