CIK: 0001331997
申告総資産額
$3.3億
上位200銘柄を表示中（全232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 | BA | Boeing Co/the | 株式-資本財 | 9.33% | -3.94% | +45.05% | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 6.15% | — | +0.78% | |
| 3 | GE | General Electric | 株式-資本財 | 6.15% | -3.21% | +1.56% | |
| 4 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 6.05% | — | +2.47% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.87% | -2.25% | +1.31% | |
| 6 | ET | Energy Transfer LP | 株式-エネルギー | 5.36% | +1.00% | +1.39% | |
| 7 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 4.97% | — | — | |
| 8 | NFLX | Netflix INC | 株式-通信サービス | 4.89% | -1.89% | +1.90% | |
| 9 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 4.47% | — | +158180.00% | |
| 10 | CCJ | Cameco CORP | 株式-エネルギー | 4.14% | +1.64% | +1.15% | |
| 11 | VIK | Viking Holdings Ltd | 株式-一般消費財 | 4.09% | -0.79% | +1.92% | |
| 12 | SNOW | Snowflake INC | 株式-IT | 3.86% | — | +1.58% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.68% | -0.07% | +1.03% | |
| 14 | HWM | Howmet Aerospace INC | 株式-資本財 | 3.54% | -0.71% | +93089.61% | |
| 15 | 6D8 | Dupont De Nemours INC | 株式-その他 | 3.52% | — | — | |
| 16 | AXP | American Express Co | 株式-金融 | 3.35% | -0.35% | +2.29% | |
| 17 | PWR | Quanta Services INC | 株式-資本財 | 3.30% | +1.64% | +1.04% | |
| 18 | GTLB | Gitlab Inc-cl A | 株式-IT | 3.17% | — | +1.66% | |
| 19 | ROK | Rockwell Automation INC | 株式-資本財 | 2.47% | +0.04% | — | |
| 20 | RTX | Rtx CORP | 株式-資本財 | 2.33% | — | +149270.97% | |
| 21 | MGM | Mgm Resorts International | 株式-一般消費財 | 2.05% | — | — | |
| 22 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 1.06% | — | — | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.89% | — | +34678.13% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | +0.19% | +1.58% | |
| 25 | AGNC | Agnc Investment CORP | 株式-不動産 | 0.34% | -0.27% | +9.96% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.30% | — | — | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.25% | — | +134.04% | |
| 28 | NVDY | Yieldmax Nvda Option INC ETF | ETF-その他 | 0.23% | — | +18.17% | |
| 29 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.22% | — | -24.09% | |
| 30 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.20% | -0.05% | +12.97% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | — | — | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.18% | +0.77% | +6.20% | |
| 33 | TPC | Tutor Perini CORP | 株式-その他 | 0.13% | +0.05% | — | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.12% | +0.03% | — | |
| 35 | MKC-V | Mccormick & Co INC Vtg Com | 株式-その他 | 0.11% | — | — | |
| 36 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.11% | — | +0.15% | |
| 37 | GVA | Granite Construction INC | 株式-資本財 | 0.10% | — | — | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.09% | +0.03% | -3.67% | |
| 39 | ETV | Eaton Vance T/m Buy-writ Opp | 株式-その他 | 0.09% | — | -35.51% | |
| 40 | CUZ | Cousins Properties INC | 株式-不動産 | 0.09% | — | — | |
| 41 | DLY | Doubleline Yield Opport | 株式-その他 | 0.08% | — | +9.99% | |
| 42 | PM | Philip Morris International | 株式-生活必需品 | 0.08% | — | — | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.08% | — | +97.43% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.08% | — | -41.28% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.07% | — | +180.17% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.06% | — | -1.70% | |
| 47 | SAN | Banco Santander Sa-spon Adr | 株式-金融 | 0.06% | — | — | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.06% | — | — | |
| 49 | CI | THE Cigna Group | 株式-ヘルスケア | 0.05% | — | +8.10% | |
| 50 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.05% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BA | Boeing Co/the | +6.8% | +45.05% | 増加 |
| 2 | AAPL | Apple INC | +5.1% | +1.31% | 増加 |
| 3 | NFLX | Netflix INC | +2.8% | +1.90% | 減少 |
| 4 | AMZN | Amazon.com INC | +1.7% | +1.03% | 増加 |
| 5 | META | Meta Platforms Inc-class A | -0.1% | +0.78% | 減少 |
| 6 | LEN | Lennar Corp-a | -2% | — | 減少 |
| 7 | V | Visa Inc-class A Shares | -2% | — | 減少 |
| 8 | CCL1EUR | Carnival CORP LTD | -2.3% | — | 減少 |
| 9 | MU | Micron Technology INC | -2.4% | — | 減少 |
| 10 | NOW | Servicenow INC | -2.6% | -97.62% | 減少 |
| 11 | PYPL | Paypal Holdings INC | -2.8% | — | 減少 |
| 12 | WFC | Wells Fargo & Co | -2.9% | — | 減少 |
| 13 | DIS | Walt Disney Co/the | -4.5% | — | 減少 |
| 14 | GOOGL | Alphabet Inc-cl A | -4.6% | -77.17% | 減少 |
| 15 | GE | General Electric | — | NEW | 新規購入 |
| 16 | GILD | Gilead Sciences INC | — | NEW | 新規購入 |
| 17 | ET | Energy Transfer LP | — | NEW | 新規購入 |
| 18 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新規購入 |
| 19 | ISRG | Intuitive Surgical INC | — | NEW | 新規購入 |
| 20 | CCJ | Cameco CORP | — | NEW | 新規購入 |
| 21 | VIK | Viking Holdings Ltd | — | NEW | 新規購入 |
| 22 | SNOW | Snowflake INC | — | NEW | 新規購入 |
| 23 | HWM | Howmet Aerospace INC | — | NEW | 新規購入 |
| 24 | 6D8 | Dupont De Nemours INC | — | NEW | 新規購入 |
| 25 | AXP | American Express Co | — | NEW | 新規購入 |
| 26 | PWR | Quanta Services INC | — | NEW | 新規購入 |
| 27 | GTLB | Gitlab Inc-cl A | — | NEW | 新規購入 |
| 28 | ROK | Rockwell Automation INC | — | NEW | 新規購入 |
| 29 | RTX | Rtx CORP | — | NEW | 新規購入 |
| 30 | MGM | Mgm Resorts International | — | NEW | 新規購入 |
| 31 | TPL | Texas Pacific Land CORP | — | NEW | 新規購入 |
| 32 | YELP | Yelp INC | — | EXIT | 全売却 |
| 33 | ✓ | Ellie Mae INC Com | — | EXIT | 全売却 |
| 34 | SPLKCHF | Splunk INC | — | EXIT | 全売却 |
| 35 | ABBV | Abbvie INC | — | NEW | 新規購入 |
| 36 | SWK | Stanley Black & Decker INC | — | EXIT | 全売却 |
| 37 | GS | Goldman Sachs Group INC | — | EXIT | 全売却 |
| 38 | LUV | Southwest Airlines Co | — | EXIT | 全売却 |
| 39 | ✓ | Perfumania Holdings INC | — | EXIT | 全売却 |
| 40 | EBAY | Ebay INC | — | EXIT | 全売却 |
| 41 | FDX | Fedex CORP | — | EXIT | 全売却 |
| 42 | NXPI | NXP Semiconductors N.V. | — | EXIT | 全売却 |
| 43 | ✓ | Panera Bread Co | — | EXIT | 全売却 |
| 44 | AEP | American Electric Power Company, Inc. | — | EXIT | 全売却 |
| 45 | CELG | Celgene CORP | — | EXIT | 全売却 |
| 46 | MBLY | Mobileye Global Inc. | — | EXIT | 全売却 |
| 47 | FITEUR | Fitbit INC - A | — | EXIT | 全売却 |
| 48 | AMBA | Ambarella, Inc. | — | EXIT | 全売却 |
| 49 | ✓ | Kapstone Paper Packaging CORP Com | — | EXIT | 全売却 |
| 50 | XYZ | Block INC | — | EXIT | 全売却 |