CIK: 0001730466
申告総資産額
$371.4万
上位200銘柄を表示中（全335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 | 6.90% | — | +294.55% | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 2.86% | — | -1.60% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 2.73% | — | -0.31% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.71% | — | +1.26% | |
| 5 | AMGN | Amgen INC | 株式-ヘルスケア | 2.58% | — | +1.25% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.57% | — | -0.87% | |
| 7 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 2.42% | — | +0.03% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.16% | — | -0.42% | |
| 9 | AMD | Advanced Micro Devices | 株式-IT | 2.01% | — | -3.77% | |
| 10 | BMY-R | Bristol-myers Squibb-cvr | 株式-その他 | 2.00% | — | +128.08% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.76% | — | -2.00% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.73% | — | -1.34% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.61% | — | -2.42% | |
| 14 | LUV | Southwest Airlines Co | 株式-資本財 | 1.60% | — | -0.00% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.49% | — | -0.25% | |
| 16 | ✓ | Intel CORP | 株式-その他 | 1.46% | — | — | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.43% | — | +0.71% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.43% | — | +0.59% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.39% | — | +0.70% | |
| 20 | HON | Honeywell International INC | 株式-資本財 | 1.39% | — | +0.10% | |
| 21 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.31% | — | -5.59% | |
| 22 | QCOM | Qualcomm INC | 株式-IT | 1.08% | — | +0.30% | |
| 23 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.04% | — | +0.09% | |
| 24 | IBM | Intl Business Machines CORP | 株式-IT | 1.02% | — | +12.51% | |
| 25 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.01% | — | — | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 0.97% | — | +0.36% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.89% | — | -0.92% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.86% | — | -4.71% | |
| 29 | KSUEUR | Kansas City Southern | 株式-その他 | 0.82% | — | -2.41% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.80% | — | +0.58% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.79% | — | +1.23% | |
| 32 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.76% | — | -0.11% | |
| 33 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.73% | — | -1.34% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | +2.75% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | — | -0.34% | |
| 36 | ACAD | Acadia Pharmaceuticals INC | 株式-ヘルスケア | 0.68% | — | +1.56% | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 0.65% | — | +1.23% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.63% | — | +13.01% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.63% | — | -0.90% | |
| 40 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.61% | — | +0.81% | |
| 41 | BA | Boeing Co/the | 株式-資本財 | 0.61% | — | -0.63% | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.60% | — | +3.44% | |
| 43 | PM | Philip Morris International | 株式-生活必需品 | 0.57% | — | +1.95% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.55% | — | -0.10% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.55% | — | +1.67% | |
| 46 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.53% | — | +0.34% | |
| 47 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.52% | — | +2.62% | |
| 48 | CI | THE Cigna Group | 株式-ヘルスケア | 0.52% | — | +6.95% | |
| 49 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.52% | — | +1.29% | |
| 50 | FDX | Fedex CORP | 株式-資本財 | 0.51% | — | -2.24% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BMY-R | Bristol-myers Squibb-cvr | +1.9% | +128.08% | 増加 |
| 2 | AAPL | Apple INC | +0.9% | +294.55% | 増加 |
| 3 | NVDA | Nvidia CORP | +0.6% | -0.31% | 減少 |
| 4 | AMD | Advanced Micro Devices | +0.5% | -3.77% | 減少 |
| 5 | IHF | Ishares U.s. Healthcare Prov | +0.3% | +189.17% | 増加 |
| 6 | FDX | Fedex CORP | +0.2% | -2.24% | 減少 |
| 7 | TDOC | Teladoc Health INC | +0.2% | +108.53% | 増加 |
| 8 | BND | Vanguard Total Bond Market | +0.2% | +78.49% | 増加 |
| 9 | QCOM | Qualcomm INC | +0.2% | +0.30% | 増加 |
| 10 | GLD | Spdr Gold Shares | +0.1% | +166.28% | 増加 |
| 11 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +0.34% | 増加 |
| 12 | META | Meta Platforms Inc-class A | +0.1% | -0.42% | 減少 |
| 13 | BMRN | Biomarin Pharmaceutical INC | +0.1% | +232.08% | 増加 |
| 14 | PG | Procter & Gamble Co/the | +0.1% | +0.71% | 増加 |
| 15 | LOW | Lowe's Cos INC | +0.1% | +3.44% | 増加 |
| 16 | AMZN | Amazon.com INC | +0.1% | -0.87% | 減少 |
| 17 | WMT | Walmart INC | +0.1% | +0.36% | 増加 |
| 18 | NSC | Norfolk Southern CORP | +0.1% | +0.81% | 増加 |
| 19 | TIP | Ishares Tips Bond ETF | +0.1% | +51.17% | 増加 |
| 20 | TMO | Thermo Fisher Scientific INC | +0.1% | -5.59% | 減少 |
| 21 | EL | Estee Lauder Companies-cl A | +0.1% | — | 変化なし |
| 22 | KSUEUR | Kansas City Southern | +0.1% | -2.41% | 減少 |
| 23 | CRM | Salesforce INC | +0.1% | — | 変化なし |
| 24 | HON | Honeywell International INC | +0.1% | +0.10% | 増加 |
| 25 | CAT | Caterpillar INC | +0.1% | +1.23% | 増加 |
| 26 | SBUX | Starbucks CORP | 0% | +2.62% | 増加 |
| 27 | DIS | Walt Disney Co/the | 0% | +0.70% | 増加 |
| 28 | IBM | Intl Business Machines CORP | 0% | +12.51% | 増加 |
| 29 | HD | Home Depot INC | 0% | +2.75% | 増加 |
| 30 | MA | Mastercard INC - A | 0% | -0.90% | 減少 |
| 31 | LUV | Southwest Airlines Co | — | -0.00% | 減少 |
| 32 | QQQ | Invesco Qqq Trust Series 1 | — | -2.42% | 減少 |
| 33 | KO | Coca-cola Co/the | — | -0.92% | 減少 |
| 34 | AMGN | Amgen INC | 0% | +1.25% | 増加 |
| 35 | JNJ | Johnson & Johnson | 0% | +0.59% | 増加 |
| 36 | UNH | Unitedhealth Group INC | -0.1% | -1.34% | 減少 |
| 37 | CVX | Chevron CORP | -0.1% | +0.08% | 増加 |
| 38 | MSFT | Microsoft CORP | -0.1% | +1.26% | 増加 |
| 39 | WEP | Magellan Midstream Partners | -0.1% | -3.30% | 減少 |
| 40 | C | Citigroup INC | -0.1% | -5.11% | 減少 |
| 41 | ACAD | Acadia Pharmaceuticals INC | -0.2% | +1.56% | 増加 |
| 42 | JPST | Jpmorgan Ultra-short Income | -0.5% | -53.82% | 減少 |
| 43 | REGN | Regeneron Pharmaceuticals | -0.5% | +0.03% | 増加 |
| 44 | BMY | Bristol-myers Squibb Co | — | EXIT | 全売却 |
| 45 | ✓ | Intel CORP | — | NEW | 新規購入 |
| 46 | INTC | Intel CORP | — | EXIT | 全売却 |
| 47 | IVW | Ishares S&p 500 Growth ETF | — | EXIT | 全売却 |
| 48 | SCHD | Schwab US Dvd Equity ETF | — | NEW | 新規購入 |
| 49 | MDT | Medtronic plc | — | NEW | 新規購入 |
| 50 | LHX | L3harris Technologies INC | — | NEW | 新規購入 |