CIK: 0001730466
申告総資産額
$371.4万
上位200銘柄を表示中（全350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 | 7.00% | — | -2.14% | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 2.77% | — | -2.44% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.58% | — | -0.70% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.42% | — | +0.25% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.37% | — | -0.48% | |
| 6 | AMGN | Amgen INC | 株式-ヘルスケア | 2.10% | — | -0.91% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.08% | — | -1.15% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.01% | — | -1.09% | |
| 9 | AMD | Advanced Micro Devices | 株式-IT | 1.97% | — | -3.13% | |
| 10 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.85% | — | -2.03% | |
| 11 | LUV | Southwest Airlines Co | 株式-資本財 | 1.80% | — | -0.07% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.80% | — | -2.54% | |
| 13 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.79% | — | — | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.74% | — | -1.14% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.66% | — | +0.58% | |
| 16 | HON | Honeywell International INC | 株式-資本財 | 1.62% | — | -0.66% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.44% | — | -0.31% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.36% | — | -0.76% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.29% | — | -0.19% | |
| 20 | INTC | Intel CORP | 株式-IT | 1.27% | — | — | |
| 21 | QCOM | Qualcomm INC | 株式-IT | 1.25% | — | -0.59% | |
| 22 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.15% | — | -8.01% | |
| 23 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.10% | — | -0.49% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.90% | — | -0.16% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.90% | — | — | |
| 26 | BAC | Bank Of America CORP | 株式-金融 | 0.89% | — | -9.51% | |
| 27 | IBM | Intl Business Machines CORP | 株式-IT | 0.88% | — | -8.02% | |
| 28 | KSUEUR | Kansas City Southern | 株式-その他 | 0.82% | — | -1.24% | |
| 29 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.81% | — | -0.47% | |
| 30 | ACAD | Acadia Pharmaceuticals INC | 株式-ヘルスケア | 0.78% | — | -1.30% | |
| 31 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.76% | — | -0.53% | |
| 32 | T | At&t INC | 株式-通信サービス | 0.73% | — | +1.03% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.71% | — | -0.81% | |
| 34 | CAT | Caterpillar INC | 株式-資本財 | 0.71% | — | -0.77% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.71% | — | -0.46% | |
| 36 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.70% | — | -4.46% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | — | -4.12% | |
| 38 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.61% | — | +0.27% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | — | — | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.60% | — | — | |
| 41 | PM | Philip Morris International | 株式-生活必需品 | 0.60% | — | +4.93% | |
| 42 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.59% | — | -0.73% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.57% | — | -0.32% | |
| 44 | RTN1USD | Raytheon Company | 株式-その他 | 0.56% | — | +11.99% | |
| 45 | CI | THE Cigna Group | 株式-ヘルスケア | 0.55% | — | -3.57% | |
| 46 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.54% | — | +41.22% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.51% | — | -21.04% | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.51% | — | -2.09% | |
| 49 | TXN | Texas Instruments INC | 株式-IT | 0.51% | — | — | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.50% | — | +1.05% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +0.4% | -2.54% | 減少 |
| 2 | JPM | Jpmorgan Chase & Co | +0.3% | -1.15% | 減少 |
| 3 | HON | Honeywell International INC | +0.2% | -0.66% | 減少 |
| 4 | LUV | Southwest Airlines Co | +0.2% | -0.07% | 減少 |
| 5 | QCOM | Qualcomm INC | +0.2% | -0.59% | 減少 |
| 6 | AEP | American Electric Power Company, Inc. | +0.1% | +23.33% | 増加 |
| 7 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +122.04% | 増加 |
| 8 | RTN1USD | Raytheon Company | +0.1% | +11.99% | 増加 |
| 9 | AAPL | Apple INC | +0.1% | -2.14% | 減少 |
| 10 | ACAD | Acadia Pharmaceuticals INC | +0.1% | -1.30% | 減少 |
| 11 | BA | Boeing Co/the | +0.1% | -0.46% | 減少 |
| 12 | EL | Estee Lauder Companies-cl A | +0.1% | -0.49% | 減少 |
| 13 | PANW | Palo Alto Networks INC | +0.1% | — | 変化なし |
| 14 | MAR | Marriott International -cl A | +0.1% | -0.16% | 減少 |
| 15 | EEM | Ishares Msci Emerging Market | +0.1% | +41.88% | 増加 |
| 16 | EPD | Enterprise Products Partners | +0.1% | +8.45% | 増加 |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +31.08% | 増加 |
| 18 | SBUX | Starbucks CORP | +0.1% | -0.73% | 減少 |
| 19 | CAT | Caterpillar INC | +0.1% | -0.77% | 減少 |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.58% | 増加 |
| 21 | C | Citigroup INC | +0.1% | -12.59% | 減少 |
| 22 | TDOC | Teladoc Health INC | +0.1% | +38.55% | 増加 |
| 23 | CRM | Salesforce INC | +0.1% | +39.18% | 増加 |
| 24 | WEP | Magellan Midstream Partners | +0.1% | +3.24% | 増加 |
| 25 | CI | THE Cigna Group | 0% | -3.57% | 減少 |
| 26 | BAC | Bank Of America CORP | 0% | -9.51% | 減少 |
| 27 | PM | Philip Morris International | 0% | +4.93% | 増加 |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | -4.12% | 減少 |
| 29 | UNH | Unitedhealth Group INC | 0% | -1.14% | 減少 |
| 30 | KO | Coca-cola Co/the | 0% | — | 変化なし |
| 31 | KSUEUR | Kansas City Southern | — | -1.24% | 減少 |
| 32 | AMD | Advanced Micro Devices | 0% | -3.13% | 減少 |
| 33 | PEP | Pepsico INC | -0.1% | -0.31% | 減少 |
| 34 | V | Visa Inc-class A Shares | -0.1% | -2.44% | 減少 |
| 35 | JPST | Jpmorgan Ultra-short Income | -0.1% | -24.88% | 減少 |
| 36 | MSFT | Microsoft CORP | -0.1% | -0.70% | 減少 |
| 37 | AMZN | Amazon.com INC | -0.2% | +0.25% | 増加 |
| 38 | VRTX | Vertex Pharmaceuticals INC | -0.2% | -0.47% | 減少 |
| 39 | IHF | Ishares U.s. Healthcare Prov | -0.3% | -70.59% | 減少 |
| 40 | NVDA | Nvidia CORP | -0.4% | -0.48% | 減少 |
| 41 | AMGN | Amgen INC | -0.5% | -0.91% | 減少 |
| 42 | REGN | Regeneron Pharmaceuticals | -0.6% | -2.03% | 減少 |
| 43 | BMY-R | Bristol-myers Squibb-cvr | — | EXIT | 全売却 |
| 44 | BMY | Bristol-myers Squibb Co | — | NEW | 新規購入 |
| 45 | ✓ | Intel CORP | — | EXIT | 全売却 |
| 46 | INTC | Intel CORP | — | NEW | 新規購入 |
| 47 | IWM | Ishares Russell 2000 ETF | — | NEW | 新規購入 |
| 48 | IVW | Ishares S&p 500 Growth ETF | — | NEW | 新規購入 |
| 49 | WYNN | Wynn Resorts LTD | — | EXIT | 全売却 |
| 50 | ✓ | Switchback Energy Acquisitio | — | NEW | 新規購入 |