CIK: 0001730466
申告総資産額
$371.4万
上位200銘柄を表示中（全342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 | 3.66% | — | +0.20% | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 3.00% | — | +0.04% | |
| 3 | LUV | Southwest Airlines Co | 株式-資本財 | 2.73% | — | -5.65% | |
| 4 | CELG | Celgene CORP | 株式-その他 | 2.59% | — | -2.47% | |
| 5 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 2.38% | — | -0.62% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.35% | — | -2.03% | |
| 7 | AMGN | Amgen INC | 株式-ヘルスケア | 2.33% | — | -3.41% | |
| 8 | BA | Boeing Co/the | 株式-資本財 | 1.85% | — | +1.13% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.78% | — | -0.47% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.78% | — | -2.80% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.65% | — | -0.11% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.61% | — | -2.06% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.60% | — | -1.27% | |
| 14 | HON | Honeywell International INC | 株式-資本財 | 1.53% | — | -3.53% | |
| 15 | INTC | Intel CORP | 株式-IT | 1.46% | — | -2.78% | |
| 16 | BAC | Bank Of America CORP | 株式-金融 | 1.44% | — | -1.09% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.43% | — | +4.06% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.33% | — | +5.35% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.25% | — | +1.01% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.11% | — | +3.59% | |
| 21 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.07% | — | -1.02% | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.05% | — | +6.03% | |
| 23 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.01% | — | -2.21% | |
| 24 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.99% | — | -2.24% | |
| 25 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.98% | — | — | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.97% | — | -0.12% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.95% | — | +5.83% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 0.94% | — | -0.01% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.94% | — | -1.14% | |
| 30 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.92% | — | -3.85% | |
| 31 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.82% | — | +1.71% | |
| 32 | UTXZ | United Tech CORP | 株式-その他 | 0.82% | — | +0.76% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.81% | — | -2.34% | |
| 34 | C | Citigroup INC | 株式-金融 | 0.80% | — | -0.09% | |
| 35 | PM | Philip Morris International | 株式-生活必需品 | 0.80% | — | -0.11% | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.79% | — | -2.58% | |
| 37 | AMD | Advanced Micro Devices | 株式-IT | 0.72% | — | -1.38% | |
| 38 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.71% | — | +2.42% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.65% | — | — | |
| 40 | WEP | Magellan Midstream Partners | 株式-その他 | 0.64% | — | -8.12% | |
| 41 | KSUEUR | Kansas City Southern | 株式-その他 | 0.64% | — | +1.09% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.63% | — | +2.61% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | — | -3.40% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | — | +0.61% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.63% | — | -4.96% | |
| 46 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.61% | — | -47.03% | |
| 47 | CI | THE Cigna Group | 株式-ヘルスケア | 0.61% | — | +16.04% | |
| 48 | QCOM | Qualcomm INC | 株式-IT | 0.61% | — | +5.77% | |
| 49 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.59% | — | +0.22% | |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.57% | — | +2.05% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.5% | +0.20% | 増加 |
| 2 | V | Visa Inc-class A Shares | +0.2% | +0.04% | 増加 |
| 3 | NVDA | Nvidia CORP | +0.2% | -0.12% | 減少 |
| 4 | EL | Estee Lauder Companies-cl A | +0.2% | — | 変化なし |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +88.83% | 増加 |
| 6 | MRK | Merck & Co. INC. | +0.1% | +5.83% | 増加 |
| 7 | META | Meta Platforms Inc-class A | +0.1% | -0.11% | 減少 |
| 8 | AMD | Advanced Micro Devices | +0.1% | -1.38% | 減少 |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +167.62% | 増加 |
| 10 | AMZN | Amazon.com INC | +0.1% | +5.35% | 増加 |
| 11 | CSCO | Cisco Systems INC | +0.1% | -1.14% | 減少 |
| 12 | PM | Philip Morris International | +0.1% | -0.11% | 減少 |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.59% | 増加 |
| 14 | ACAD | Acadia Pharmaceuticals INC | +0.1% | +2.58% | 増加 |
| 15 | PEP | Pepsico INC | +0.1% | -1.27% | 減少 |
| 16 | INTC | Intel CORP | +0.1% | -2.78% | 減少 |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +1.01% | 増加 |
| 18 | TMO | Thermo Fisher Scientific INC | +0.1% | -1.02% | 減少 |
| 19 | MO | Altria Group INC | +0.1% | — | 変化なし |
| 20 | QCOM | Qualcomm INC | +0.1% | +5.77% | 増加 |
| 21 | MSFT | Microsoft CORP | +0.1% | -2.80% | 減少 |
| 22 | UTXZ | United Tech CORP | +0.1% | +0.76% | 増加 |
| 23 | MA | Mastercard INC - A | +0.1% | — | 変化なし |
| 24 | LOW | Lowe's Cos INC | +0.1% | -0.99% | 減少 |
| 25 | AGIO | Agios Pharmaceuticals INC | +0.1% | +0.86% | 増加 |
| 26 | HON | Honeywell International INC | 0% | -3.53% | 減少 |
| 27 | LLY | Eli Lilly & Co | 0% | — | 変化なし |
| 28 | CAT | Caterpillar INC | 0% | -0.01% | 減少 |
| 29 | BA | Boeing Co/the | — | +1.13% | 増加 |
| 30 | JNJ | Johnson & Johnson | 0% | -2.06% | 減少 |
| 31 | CELG | Celgene CORP | 0% | -2.47% | 減少 |
| 32 | KRE | Ss Spdr S&p Regional Bank | -0.1% | -49.57% | 減少 |
| 33 | MET | Metlife INC | -0.1% | -28.35% | 減少 |
| 34 | CBL | CBL & Associates Properties, Inc. | -0.1% | -73.25% | 減少 |
| 35 | KHC | Kraft Heinz Co/the | -0.1% | -17.78% | 減少 |
| 36 | GILD | Gilead Sciences INC | -0.1% | -17.25% | 減少 |
| 37 | WEP | Magellan Midstream Partners | -0.1% | -8.12% | 減少 |
| 38 | DD | DuPont de Nemours, Inc. | -0.2% | -3.85% | 減少 |
| 39 | BAC | Bank Of America CORP | -0.2% | -1.09% | 減少 |
| 40 | AMGN | Amgen INC | -0.3% | -3.41% | 減少 |
| 41 | JPM | Jpmorgan Chase & Co | -0.3% | -2.03% | 減少 |
| 42 | UNH | Unitedhealth Group INC | -0.3% | -0.47% | 減少 |
| 43 | NSC | Norfolk Southern CORP | -0.5% | -47.03% | 減少 |
| 44 | LUV | Southwest Airlines Co | -0.6% | -5.65% | 減少 |
| 45 | VFC | Vf CORP | — | NEW | 新規購入 |
| 46 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 47 | MTUM | Ishares Msci USA Momentum Fa | — | NEW | 新規購入 |
| 48 | NEM | Newmont CORP | — | NEW | 新規購入 |
| 49 | DISCKUSD | Discovery Inc-c | — | NEW | 新規購入 |
| 50 | XXI | Twenty One Capital, Inc. | — | EXIT | 全売却 |