運用会社レコード

Lido Advisors, LLC

Los Angeles, CA · CIK 1650150 · EDGARファイリング ↗

Q2 2026 Q1 2026 Q4 2025 差分 ⇄

$36.83B報告済み13F評価額

3,398ポジション

36.6%トップ10ウェイト

43.70実効保有

5.2%推定回転率

+264新規

−158解消銘柄

報告済み13Fポートフォリオ評価額は米国の報告対象ロングポジションのみを対象としており、現金、債券、ショート、非米国保有は含まれません。運用資産残高（AUM）とは異なります。

四半期別報告済み評価額 Q4 2025 → Q2 2026

セクターエクスポージャー

金融サービス 59.6% (-3.9pp)

テクノロジー 20.6% (+3.4pp)

コミュニケーション・サービス 3.8% (+0.2pp)

消費者循環株 3.7% (+0.1pp)

資本財・サービス 3.6% (+0.1pp)

ヘルスケア 3.5% (+0.2pp)

消費者ディフェンシブ 1.8% (+0.0pp)

エネルギー 1.6% (-0.1pp)

不動産 0.7% (+0.1pp)

公益事業 0.6% (+0.1pp)

素材 0.5% (+0.0pp)

報告済み普通株式価値に占める比率；（±pp）前四半期比。

ポートフォリオ · Q2 2026

#	有価証券	ウェイト	時価	株数	Δ株式数		保有中
1	SPY State Street SPDR S&P 500…	11.2%	$3.13B	4.17M	-3.7%	▼ Trim	3+
2	AAPL Apple Inc.	4.0%	$1.10B	3.80M	-1.0%	▼ Trim	3+
3	NVDA NVIDIA Corporation	3.9%	$1.08B	5.39M	+0.1%	▲ Add	3+
4	BSCR Invesco BulletShares 2027…	3.9%	$1.08B	54.89M	-22.4%	▼ Trim	3+
5	BSCQ Invesco BulletShares 2026…	3.4%	$938.89M	48.09M	-10.2%	▼ Trim	3+
6	MSFT Microsoft Corporation	2.7%	$747.89M	2.00M	+4.6%	▲ Add	3+
7	FTEC Fidelity MSCI Information…	2.1%	$573.77M	2.01M	-7.7%	▼ Trim	3+
8	MYCH SSGA ACTIVE TR	2.0%	$555.43M	22.30M	+81.4%	▲ Add	3+
9	IVW iShares S&P 500 Growth ETF	1.8%	$500.22M	3.64M	-6.1%	▼ Trim	3+
10	IVE iShares S&P 500 Value ETF	1.7%	$483.56M	2.13M	+9.5%	▲ Add	3+
11	AMZN Amazon.com, Inc.	1.5%	$426.27M	1.79M	+0.1%	▲ Add	3+
12	GOOGL Alphabet Inc.	1.3%	$373.80M	1.05M	+0.8%	▲ Add	3+
13	QQQ Invesco QQQ Trust, Series 1	1.1%	$305.02M	413.97K	-7.7%	▼ Trim	3+
14	MU Micron Technology, Inc.	1.0%	$290.35M	251.54K	+19.3%	▲ Add	3+
15	AVGO Broadcom Inc.	1.0%	$285.03M	754.54K	+4.0%	▲ Add	3+
16	IVV iShares Core S&P 500 ETF	1.0%	$280.78M	374.93K	-10.8%	▼ Trim	3+
17	GOOG Alphabet Inc.	1.0%	$280.77M	794.63K	+7.5%	▲ Add	3+
18	ITOT iShares Core S&P Total U.S.…	1.0%	$268.52M	1.63M	-4.5%	▼ Trim	3+
19	VOO Vanguard S&P 500 ETF	0.9%	$263.87M	384.14K	-4.4%	▼ Trim	3+
20	VGT Vanguard Information…	0.8%	$208.79M	1.75M	-0.1% ✂	▼ Trim	3+
21	FNCL FIDELITY COVINGTON TRUST	0.7%	$195.57M	2.55M	-4.3%	▼ Trim	3+
22	JPM JPMorgan Chase & Co.	0.7%	$182.52M	557.61K	+3.4%	▲ Add	3+
23	FIDU FIDELITY COVINGTON TRUST	0.6%	$166.55M	1.67M	-3.8%	▼ Trim	3+
24	VTI Vanguard Morningstar Total…	0.6%	$161.99M	437.76K	-3.0%	▼ Trim	3+
25	FHLC Fidelity MSCI Health Care…	0.6%	$161.54M	2.09M	-3.2%	▼ Trim	3+
26	IWF iShares Russell 1000 Growth…	0.6%	$160.02M	1.29M	-1.3% ✂	▼ Trim	3+
27	FDIS FIDELITY COVINGTON TRUST	0.5%	$147.68M	1.44M	-4.5%	▼ Trim	3+
28	TSLA Tesla, Inc.	0.5%	$146.82M	349.08K	-4.3%	▼ Trim	3+
29	BRK-B Berkshire Hathaway Inc.	0.5%	$145.20M	290.18K	-10.8%	▼ Trim	3+
30	META Meta Platforms, Inc.	0.5%	$140.41M	249.28K	+7.3%	▲ Add	3+
31	BSCU Invesco BulletShares 2030…	0.5%	$139.14M	8.36M	-0.9%	▼ Trim	3+
32	LLY Eli Lilly and Company	0.5%	$137.04M	114.25K	+5.0%	▲ Add	3+
33	AMAT Applied Materials, Inc.	0.5%	$136.62M	188.97K	-3.6%	▼ Trim	3+
34	FCOM FIDELITY COVINGTON TRUST	0.5%	$136.13M	1.96M	-3.8%	▼ Trim	3+
35	IEFA iShares Core MSCI EAFE ETF	0.5%	$135.60M	1.40M	+5.3%	▲ Add	3+
36	JIRE JPMorgan International…	0.5%	$127.49M	1.55M	+2237.4%	▲ Add	3+
37	PNC The PNC Financial Services…	0.4%	$124.52M	505.74K	-1.5%	▼ Trim	3+
38	IWY iShares Russell Top 200…	0.4%	$116.92M	402.31K	-5.6%	▼ Trim	3+
39	COST Costco Wholesale Corporation	0.4%	$115.94M	123.94K	+3.0%	▲ Add	3+
40	ABBV AbbVie Inc.	0.4%	$115.68M	459.68K	+6.3%	▲ Add	3+
41	IWV iShares Russell 3000 ETF	0.4%	$114.67M	268.92K	-2.2%	▼ Trim	3+
42	BAPR INNOVATOR ETFS TRUST	0.4%	$114.23M	2.14M	-2.3%	▼ Trim	3+
43	LRCX Lam Research Corporation	0.4%	$111.09M	256.24K	-4.5%	▼ Trim	3+
44	BSCT Invesco BulletShares 2029…	0.4%	$108.20M	5.82M	-8.2%	▼ Trim	3+
45	TSM Taiwan Semiconductor…	0.4%	$107.05M	223.76K	-2.1%	▼ Trim	3+
46	IBDT iShares iBonds Dec 2028…	0.4%	$106.67M	4.22M	-5.6%	▼ Trim	3+
47	IWR iShares Russell Mid-Cap ETF	0.4%	$103.74M	940.35K	+2.5%	▲ Add	3+
48	JNJ Johnson & Johnson	0.4%	$99.73M	392.69K	+6.6%	▲ Add	3+
49	XONA.DE Exxon Mobil Corporation	0.4%	$98.63M	721.41K	+5.7%	▲ Add	3+
50	WMT Walmart Inc.	0.4%	$98.31M	867.96K	+9.6%	▲ Add	3+
51	IWX iShares Russell Top 200…	0.3%	$95.88M	911.73K	-5.7%	▼ Trim	3+
52	GS The Goldman Sachs Group…	0.3%	$94.56M	93.49K	-4.8%	▼ Trim	3+
53	BSCS Invesco BulletShares 2028…	0.3%	$92.92M	4.56M	-7.3%	▼ Trim	3+
54	V Visa Inc.	0.3%	$91.25M	265.94K	+5.6%	▲ Add	3+
55	PANW Palo Alto Networks, Inc.	0.3%	$90.93M	266.64K	-5.8%	▼ Trim	3+
56	HD The Home Depot, Inc.	0.3%	$88.95M	252.22K	+6.4%	▲ Add	3+
57	VTV Vanguard Morningstar Value…	0.3%	$88.05M	404.01K	-22.2%	▼ Trim	3+
58	AMD Advanced Micro Devices, Inc.	0.3%	$86.89M	149.58K	+32.1%	▲ Add	3+
59	CAT Caterpillar Inc.	0.3%	$81.65M	76.67K	-1.0%	▼ Trim	3+
60	UNH UnitedHealth Group…	0.3%	$81.26M	195.50K	+1.2%	▲ Add	3+
61	KLAC KLA Corporation	0.3%	$78.13M	258.94K	-5.6% ✂	▼ Trim	3+
62	XLG Invesco S&P 500 Top 50 ETF	0.3%	$77.01M	1.26M	-5.2%	▼ Trim	3+
63	VUG Vanguard Morningstar Growth…	0.3%	$75.84M	880.46K	-15.8% ✂	▼ Trim	3+
64	IWL iShares Russell Top 200 ETF	0.3%	$75.57M	408.61K	+10.0%	▲ Add	3+
65	NFLX Netflix, Inc.	0.3%	$74.91M	1.05M	+3.0%	▲ Add	3+
66	IWM iShares Russell 2000 ETF	0.3%	$70.88M	235.92K	-0.3%	▼ Trim	3+
67	RTX RTX Corporation	0.3%	$70.53M	371.72K	+10.8%	▲ Add	3+
68	CSCO Cisco Systems, Inc.	0.3%	$70.15M	597.20K	+10.1%	▲ Add	3+
69	FSTA FIDELITY COVINGTON TRUST	0.2%	$69.43M	1.32M	-2.7%	▼ Trim	3+
70	IWD iShares Russell 1000 Value…	0.2%	$69.08M	284.96K	-8.0%	▼ Trim	3+
71	SHY iShares 1-3 Year Treasury…	0.2%	$66.92M	814.97K	-12.3%	▼ Trim	3+
72	ADI Analog Devices, Inc.	0.2%	$66.58M	167.63K	+0.6%	▲ Add	3+
73	INTC Intel Corp.	0.2%	$66.56M	476.65K	+37.6%	▲ Add	3+
74	BJUN INNOVATOR ETFS TRUST	0.2%	$66.27M	1.36M	+5269.4%	▲ Add	3+
75	IBDU iShares iBonds Dec 2029…	0.2%	$66.07M	2.85M	-12.7%	▼ Trim	3+
76	IJR iShares Core S&P Small-Cap…	0.2%	$65.32M	440.42K	-30.4%	▼ Trim	3+
77	PLTR Palantir Technologies Inc.	0.2%	$63.29M	542.48K	+1.2%	▲ Add	3+
78	EWJ iShares MSCI Japan ETF	0.2%	$58.77M	630.11K	+13.1%	▲ Add	3+
79	XLK State Street Technology…	0.2%	$57.28M	300.65K	-8.2%	▼ Trim	3+
80	IJH iShares Core S&P Mid-Cap ETF	0.2%	$56.73M	735.63K	+0.2%	▲ Add	3+
81	VEA Vanguard FTSE Developed…	0.2%	$56.35M	790.89K	-37.9%	▼ Trim	3+
82	SPYM State Street SPDR Portfolio…	0.2%	$54.09M	615.42K	+44.5%	▲ Add	3+
83	AGG iShares Core U.S. Aggregate…	0.2%	$53.91M	544.63K	-12.3%	▼ Trim	3+
84	MA Mastercard Incorporated	0.2%	$52.07M	101.37K	-0.3%	▼ Trim	3+
85	VO Vanguard Morningstar…	0.2%	$51.61M	640.58K	+0.4% ✂	▲ Add	3+
86	GEV GE Vernova Inc.	0.2%	$51.53M	43.85K	+2.7%	▲ Add	3+
87	IWS iShares Russell Mid-Cap…	0.2%	$50.84M	308.88K	-3.8%	▼ Trim	3+
88	ESS Essex Property Trust, Inc.	0.2%	$50.27M	170.88K	+0.6%	▲ Add	3+
89	FENY FIDELITY COVINGTON TRUST	0.2%	$50.21M	1.70M	-3.3%	▼ Trim	3+
90	GE GE Aerospace	0.2%	$49.59M	132.69K	-0.7%	▼ Trim	3+
91	JEMA JPMorgan ActiveBuilders…	0.2%	$49.41M	773.44K	+59.3%	▲ Add	3+
92	MRK Merck & Co., Inc.	0.2%	$48.90M	378.86K	+14.7%	▲ Add	3+
93	IWB iShares Russell 1000 ETF	0.2%	$48.52M	118.49K	-56.5%	▼ Trim	3+
94	DLMY FIRST TR EXCHNG TRADED FD VI	0.2%	$46.88M	1.57M	新規	New	1
95	VGUS VANGUARD INSTL INDEX FD	0.2%	$46.73M	617.70K	新規	New	1
96	ETN Eaton Corporation plc	0.2%	$46.38M	108.84K	-0.8%	▼ Trim	3+
97	MCK McKesson Corporation	0.2%	$45.39M	60.02K	-1.7%	▼ Trim	3+
98	VFH Vanguard Financials ETF	0.2%	$45.34M	344.49K	+3.3%	▲ Add	3+
99	MS Morgan Stanley	0.2%	$44.97M	215.12K	+3.3%	▲ Add	3+
100	SCHW The Charles Schwab…	0.2%	$44.56M	482.95K	-3.9%	▼ Trim	3+
101	CRM Salesforce, Inc.	0.2%	$44.46M	283.14K	+9.1%	▲ Add	3+
102	MGK Vanguard Morningstar Mega…	0.2%	$43.94M	499.84K	-3.1% ✂	▼ Trim	3+
103	IEMG iShares Core MSCI Emerging…	0.2%	$43.27M	522.31K	-5.2%	▼ Trim	3+
104	VYM Vanguard High Dividend…	0.2%	$42.74M	270.44K	+4.6%	▲ Add	3+
105	PWR Quanta Services, Inc.	0.2%	$42.06M	58.42K	-7.4%	▼ Trim	3+
106	PG The Procter & Gamble Company	0.1%	$41.12M	280.38K	+4.8%	▲ Add	3+
107	ORCL Oracle Corporation	0.1%	$41.01M	279.87K	+4.5%	▲ Add	3+
108	VIS Vanguard Industrials ETF	0.1%	$40.65M	112.80K	+2.5%	▲ Add	3+
109	XBAP INNOVATOR ETFS TRUST	0.1%	$40.64M	968.75K	-7.6%	▼ Trim	3+
110	WT WisdomTree, Inc.	0.1%	$40.29M	814.16K	-79.0%	▼ Trim	3+
111	CVX Chevron Corporation	0.1%	$40.19M	242.43K	+4.3%	▲ Add	3+
112	IJK iShares S&P Mid-Cap 400…	0.1%	$39.81M	338.77K	+10.1%	▲ Add	3+
113	VONG Vanguard Russell 1000…	0.1%	$39.41M	308.35K	-6.8%	▼ Trim	3+
114	VV Vanguard Morningstar…	0.1%	$38.82M	112.87K	-41.9%	▼ Trim	3+
115	IJJ iShares S&P Mid-Cap 400…	0.1%	$38.80M	262.65K	+48.7%	▲ Add	3+
116	VB Vanguard Morningstar…	0.1%	$38.68M	127.59K	-12.7%	▼ Trim	3+
117	VHT Vanguard Health Care ETF	0.1%	$38.55M	128.93K	+1.7%	▲ Add	3+
118	DE Deere & Company	0.1%	$38.05M	59.86K	-3.1%	▼ Trim	3+
119	JBHT J.B. Hunt Transport…	0.1%	$37.51M	129.60K	-8.8%	▼ Trim	3+
120	IGM iShares Expanded Tech…	0.1%	$37.48M	229.13K	-0.1%	▼ Trim	3+
121	BLK BlackRock, Inc.	0.1%	$37.27M	38.76K	+7.7%	▲ Add	3+
122	SGOV iShares 0-3 Month Treasury…	0.1%	$37.27M	370.24K	+107.8%	▲ Add	3+
123	FMAT FIDELITY COVINGTON TRUST	0.1%	$36.96M	631.69K	-3.5%	▼ Trim	3+
124	GLD SPDR Gold Shares	0.1%	$36.15M	98.14K	-64.6%	▼ Trim	3+
125	IBM International Business…	0.1%	$36.03M	128.12K	+25.7%	▲ Add	3+
126	DDTZ INNOVATOR ETFS TRUST	0.1%	$35.96M	1.86M	新規	New	1
127	MTUM iShares MSCI USA Momentum…	0.1%	$35.91M	104.73K	-32.5%	▼ Trim	3+
128	MDY State Street SPDR S&P…	0.1%	$35.82M	50.86K	-6.4%	▼ Trim	3+
129	STX Seagate Technology Holdings…	0.1%	$35.71M	36.97K	+108.9%	▲ Add	3+
130	VCR Vanguard Consumer…	0.1%	$35.54M	89.61K	+1.6%	▲ Add	3+
131	EWU iShares MSCI United Kingdom…	0.1%	$34.96M	757.65K	+14.5%	▲ Add	3+
132	IBDV iShares iBonds Dec 2030…	0.1%	$34.88M	1.60M	-19.2%	▼ Trim	3+
133	JPST JPMorgan Ultra-Short Income…	0.1%	$34.68M	685.79K	-57.4%	▼ Trim	3+
134	VOX Vanguard Communication…	0.1%	$34.65M	188.38K	+0.5%	▲ Add	3+
135	LHX L3Harris Technologies, Inc.	0.1%	$34.42M	118.46K	+7.5%	▲ Add	3+
136	QCOM QUALCOMM Incorporated	0.1%	$34.36M	185.93K	-1.8%	▼ Trim	3+
137	ACWI iShares MSCI ACWI ETF	0.1%	$34.21M	217.93K	-0.8%	▼ Trim	3+
138	ANET Arista Networks, Inc.	0.1%	$33.67M	198.19K	+7.3%	▲ Add	3+
139	KO The Coca-Cola Company	0.1%	$33.56M	410.68K	+22.9%	▲ Add	3+
140	GLW Corning Inc	0.1%	$33.47M	131.04K	-12.4%	▼ Trim	3+
141	VWO Vanguard FTSE Emerging…	0.1%	$32.76M	548.84K	-10.4%	▼ Trim	3+
142	FREL FIDELITY COVINGTON TRUST	0.1%	$32.61M	1.11M	-3.9%	▼ Trim	3+
143	EFA iShares MSCI EAFE ETF	0.1%	$32.34M	311.36K	-0.6%	▼ Trim	3+
144	PFFD GLOBAL X FDS	0.1%	$32.26M	1.73M	+5.1%	▲ Add	3+
145	BAC Bank of America Corporation	0.1%	$32.25M	566.03K	+12.2%	▲ Add	3+
146	FUTY Fidelity MSCI Utilities…	0.1%	$32.22M	551.57K	-3.3%	▼ Trim	3+
147	COP ConocoPhillips	0.1%	$31.45M	302.56K	+5.3%	▲ Add	3+
148	EWT iShares MSCI Taiwan ETF	0.1%	$30.87M	284.27K	+7.7%	▲ Add	3+
149	QUAL iShares MSCI USA Quality…	0.1%	$30.45M	138.78K	+3.0%	▲ Add	3+
150	QQQM Invesco NASDAQ 100 ETF	0.1%	$30.24M	99.81K	+1786.0%	▲ Add	3+
151	RSP Invesco S&P 500 Equal…	0.1%	$29.54M	138.84K	+3.2%	▲ Add	3+
152	VONV Vanguard Russell 1000 Value…	0.1%	$29.51M	277.63K	-0.5%	▼ Trim	3+
153	MCD McDonald's Corporation	0.1%	$29.24M	108.18K	+6.6%	▲ Add	3+
154	SNOW Snowflake Inc.	0.1%	$29.07M	114.21K	-4.8%	▼ Trim	3+
155	NEE NextEra Energy, Inc.	0.1%	$28.99M	330.32K	-0.2%	▼ Trim	3+
156	TJX The TJX Companies, Inc.	0.1%	$28.80M	190.07K	+3.1%	▲ Add	3+
157	PEP PepsiCo, Inc.	0.1%	$28.76M	212.42K	+23.9%	▲ Add	3+
158	VTWO Vanguard Russell 2000 ETF	0.1%	$28.51M	234.83K	-15.2%	▼ Trim	3+
159	JEPI JPMorgan Equity Premium…	0.1%	$28.47M	503.99K	+8.8%	▲ Add	3+
160	AMGN Amgen Inc.	0.1%	$28.24M	77.97K	-0.5%	▼ Trim	3+
161	IWP iShares Russell Mid-Cap…	0.1%	$28.20M	192.60K	-0.3%	▼ Trim	3+
162	FTNT Fortinet, Inc.	0.1%	$27.60M	179.68K	-2.9%	▼ Trim	3+
163	GD General Dynamics Corporation	0.1%	$27.60M	77.91K	-5.6%	▼ Trim	3+
164	ZBH Zimmer Biomet Holdings, Inc.	0.1%	$27.36M	317.05K	-2.0%	▼ Trim	3+
165	AXP American Express Company	0.1%	$27.12M	80.18K	+3.8%	▲ Add	3+
166	VLUE iShares MSCI USA Value…	0.1%	$27.08M	135.52K	+2.4%	▲ Add	3+
167	VXF Vanguard Extended Market ETF	0.1%	$26.76M	108.69K	-20.0%	▼ Trim	3+
168	NOW ServiceNow, Inc.	0.1%	$26.54M	267.34K	+1.5%	▲ Add	3+
169	TXN Texas Instruments…	0.1%	$26.40M	88.56K	+3.3%	▲ Add	3+
170	ARLP ALLIANCE RESOURCE PARTNERS L	0.1%	$26.30M	1.10M	新規	New	1
171	WFC Wells Fargo & Company	0.1%	$25.76M	311.67K	+29.4%	▲ Add	3+
172	SCHB Schwab U.S. Broad Market ETF	0.1%	$25.68M	886.78K	+4.8%	▲ Add	3+
173	CB Chubb Limited	0.1%	$25.38M	74.33K	+7.3%	▲ Add	3+
174	NVT nVent Electric plc	0.1%	$25.29M	149.13K	-10.9%	▼ Trim	3+
175	LMT Lockheed Martin Corporation	0.1%	$25.28M	49.62K	+27.4%	▲ Add	3+
176	MCHI iShares MSCI China ETF	0.1%	$25.17M	493.36K	+18.5%	▲ Add	3+
177	EWQ ISHARES INC	0.1%	$25.06M	551.59K	+15.8%	▲ Add	3+
178	C Citigroup Inc.	0.1%	$24.99M	178.53K	+82.0%	▲ Add	3+
179	EWC iShares MSCI Canada ETF	0.1%	$24.97M	433.14K	+13.7%	▲ Add	3+
180	MO Altria Group, Inc.	0.1%	$24.39M	334.40K	+3.2%	▲ Add	3+
181	USMV iShares MSCI USA Min Vol…	0.1%	$24.22M	251.13K	+0.8%	▲ Add	3+
182	VLO Valero Energy Corporation	0.1%	$23.63M	90.72K	+6.2%	▲ Add	3+
183	VIG Vanguard Dividend…	0.1%	$23.57M	99.62K	+0.1%	▲ Add	3+
184	SBUX Starbucks Corporation	0.1%	$23.50M	229.92K	-6.2%	▼ Trim	3+
185	DELL Dell Technologies Inc.	0.1%	$23.42M	54.28K	-1.4%	▼ Trim	3+
186	PSEP INNOVATOR ETFS TRUST	0.1%	$23.37M	507.49K	-0.5%	▼ Trim	3+
187	EWG iShares MSCI Germany ETF	0.1%	$23.31M	563.56K	+16.0%	▲ Add	3+
188	SNDK Sandisk Corporation	0.1%	$23.23M	10.22K	+98.0%	▲ Add	3+
189	ISRG Intuitive Surgical, Inc.	0.1%	$22.59M	56.81K	-4.9%	▼ Trim	3+
190	VRTX Vertex Pharmaceuticals…	0.1%	$22.53M	45.35K	+4.2%	▲ Add	3+
191	SCHG Schwab U.S. Large-Cap…	0.1%	$22.51M	665.08K	-78.6%	▼ Trim	3+
192	PM Philip Morris International…	0.1%	$22.46M	123.24K	+3.8%	▲ Add	3+
193	VT Vanguard Total World Stock…	0.1%	$22.44M	142.95K	-9.6%	▼ Trim	3+
194	WDC Western Digital Corporation	0.1%	$22.29M	34.90K	+19.1%	▲ Add	3+
195	EMR Emerson Electric Co.	0.1%	$22.16M	154.77K	-3.0%	▼ Trim	3+
196	SIXD AIM ETF PRODUCTS TRUST	0.1%	$22.09M	716.29K	新規	New	1
197	EWY iShares MSCI South Korea ETF	0.1%	$21.98M	108.87K	+5.3%	▲ Add	3+
198	CFR Cullen/Frost Bankers, Inc.	0.1%	$21.93M	141.94K	-5.4%	▼ Trim	3+
199	TMO Thermo Fisher Scientific…	0.1%	$21.62M	43.09K	+7.8%	▲ Add	3+
200	SPSM State Street SPDR Portfolio…	0.1%	$21.61M	374.70K	+2.2%	▲ Add	3+
201	GBCI Glacier Bancorp, Inc.	0.1%	$21.33M	413.61K	-0.9%	▼ Trim	3+
202	EQIX Equinix, Inc.	0.1%	$21.29M	20.43K	+7.9%	▲ Add	3+
203	DIS The Walt Disney Company	0.1%	$21.27M	219.84K	+9.2%	▲ Add	3+
204	EWL iShares MSCI Switzerland ETF	0.1%	$21.19M	337.13K	+14.9%	▲ Add	3+
205	ASML ASML Holding N.V.	0.1%	$20.87M	10.49K	+0.2%	▲ Add	3+
206	AMT American Tower Corporation	0.1%	$20.78M	125.80K	-0.3%	▼ Trim	3+
207	KRMN Karman Holdings Inc.	0.1%	$20.77M	416.12K	-55.1%	▼ Trim	3+
208	VEU Vanguard FTSE All-World…	0.1%	$20.71M	247.29K	-1.5%	▼ Trim	3+
209	DPZ Domino's Pizza, Inc.	0.1%	$20.48M	69.19K	+2.0%	▲ Add	3+
210	SCHD Schwab U.S. Dividend Equity…	0.1%	$20.10M	633.86K	-1.4%	▼ Trim	3+
211	LNG Cheniere Energy, Inc.	0.1%	$20.09M	84.03K	-3.0%	▼ Trim	3+
212	TIP iShares TIPS Bond ETF	0.1%	$20.04M	183.10K	+54.1%	▲ Add	3+
213	APH Amphenol Corporation	0.1%	$19.86M	112.54K	-0.5%	▼ Trim	3+
214	SIZE ISHARES TR	0.1%	$19.44M	109.02K	+5.1%	▲ Add	3+
215	GILD Gilead Sciences, Inc.	0.1%	$19.43M	153.82K	+27.6%	▲ Add	3+
216	BIV Vanguard Intermediate-Term…	0.1%	$18.82M	245.43K	+0.9%	▲ Add	3+
217	TMUS T-Mobile US, Inc.	0.1%	$18.62M	111.01K	+0.5%	▲ Add	3+
218	WOLF Wolfspeed Inc.	0.1%	$18.60M	385.59K	新規	New	1
219	MNST Monster Beverage Corporation	0.1%	$18.60M	193.47K	+3.7%	▲ Add	3+
220	VDC Vanguard Consumer Staples…	0.1%	$18.48M	81.93K	+2.5%	▲ Add	3+
221	XLU State Street Utilities…	0.1%	$18.25M	402.42K	+3.0%	▲ Add	3+
222	SMH VanEck Semiconductor ETF	0.1%	$17.96M	27.38K	+6.1%	▲ Add	3+
223	SPMD State Street SPDR Portfolio…	0.1%	$17.95M	265.66K	+3.9%	▲ Add	3+
224	WMB The Williams Companies, Inc.	0.1%	$17.69M	238.01K	+325.9%	▲ Add	3+
225	VZ Verizon Communications Inc.	0.1%	$17.68M	417.52K	+22.4%	▲ Add	3+
226	OKE ONEOK, Inc.	0.1%	$17.65M	202.98K	+162.4%	▲ Add	3+
227	INDA iShares MSCI India ETF	0.1%	$17.61M	356.62K	+17.0%	▲ Add	3+
228	VNQ Vanguard Real Estate ETF	0.1%	$17.58M	182.32K	-0.6%	▼ Trim	3+
229	ABT Abbott Laboratories	0.1%	$17.51M	192.97K	-5.5%	▼ Trim	3+
230	SCHF Schwab International Equity…	0.1%	$17.25M	622.73K	-2.0%	▼ Trim	3+
231	TEND ISHARES TR	0.1%	$17.14M	629.09K	-91.0%	▼ Trim	3+
232	ZTEN RBB FD INC	0.1%	$17.13M	339.69K	-6.9%	▼ Trim	3+
233	USRT iShares Core U.S. REIT ETF	0.1%	$16.78M	252.53K	+3.6%	▲ Add	3+
234	VAW Vanguard Materials ETF	0.1%	$16.61M	72.61K	-0.2%	▼ Trim	3+
235	ZTRE RBB FD INC	0.1%	$16.47M	325.86K	-6.8%	▼ Trim	3+
236	UBER Uber Technologies, Inc.	0.1%	$16.47M	228.19K	+25.5%	▲ Add	3+
237	DVY iShares Select Dividend ETF	0.1%	$16.34M	104.54K	+3.1%	▲ Add	3+
238	BIL State Street SPDR Bloomberg…	0.1%	$16.22M	177.03K	-0.6%	▼ Trim	3+
239	SPHQ Invesco S&P 500 Quality ETF	0.1%	$16.16M	179.40K	-14.0%	▼ Trim	3+
240	LIN Linde plc	0.1%	$16.15M	31.11K	+1.9%	▲ Add	3+
241	TT Trane Technologies plc	0.1%	$16.02M	32.62K	+6.2%	▲ Add	3+
242	URI United Rentals, Inc.	0.1%	$15.99M	14.11K	-3.0%	▼ Trim	3+
243	TPL Texas Pacific Land…	0.1%	$15.89M	36.30K	-17.5%	▼ Trim	3+
244	JIVE JPMorgan International…	0.1%	$15.83M	172.10K	-65.3%	▼ Trim	3+
245	SO The Southern Company	0.1%	$15.65M	163.48K	+57.2%	▲ Add	3+
246	EEM iShares MSCI Emerging…	0.1%	$15.35M	224.34K	+8.1%	▲ Add	3+
247	IGIB iShares 5-10 Year…	0.1%	$15.34M	288.43K	+0.4%	▲ Add	3+
248	MUB iShares National Muni Bond…	0.1%	$15.31M	142.26K	+4.6%	▲ Add	3+
249	CRWD CrowdStrike Holdings, Inc.	0.1%	$15.29M	20.03K	-1.6%	▼ Trim	3+
250	USB U.S. Bancorp	0.1%	$15.26M	251.61K	+1.1%	▲ Add	3+
251	MYCK SSGA ACTIVE TR	0.1%	$15.24M	614.52K	+12.4%	▲ Add	3+
252	ICE Intercontinental Exchange…	0.1%	$15.15M	123.04K	+0.2%	▲ Add	3+
253	ARES Ares Management Corporation	0.1%	$15.08M	135.50K	+1595.9%	▲ Add	3+
254	SCHA Schwab U.S. Small-Cap ETF	0.1%	$15.04M	416.41K	-3.8%	▼ Trim	3+
255	VPU Vanguard Utilities ETF	0.1%	$15.01M	76.67K	+4.9%	▲ Add	3+
256	EPD Enterprise Products…	0.1%	$14.97M	407.35K	+107.4%	▲ Add	3+
257	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$14.91M	294.87K	+11.6%	▲ Add	3+
258	TER Teradyne, Inc.	0.1%	$14.91M	30.82K	+1.0%	▲ Add	3+
259	SHW The Sherwin-Williams Company	0.1%	$14.87M	43.18K	-3.1%	▼ Trim	3+
260	SYK Stryker Corporation	0.1%	$14.79M	46.86K	0.0%	▼ Trim	3+
261	DHR Danaher Corporation	0.1%	$14.77M	77.42K	+3.1%	▲ Add	3+
262	UNP Union Pacific Corporation	0.1%	$14.70M	54.06K	+0.7%	▲ Add	3+
263	IJS iShares S&P Small-Cap 600…	0.1%	$14.70M	107.55K	-0.5%	▼ Trim	3+
264	XLF State Street Financial…	0.1%	$14.68M	273.76K	-5.7%	▼ Trim	3+
265	IJT iShares S&P Small-Cap 600…	0.1%	$14.57M	81.57K	-1.3%	▼ Trim	3+
266	BND Vanguard Total Bond Market…	0.1%	$14.53M	197.92K	+20.7%	▲ Add	3+
267	ARCC Ares Capital Corporation	0.1%	$14.39M	776.65K	+22.8%	▲ Add	3+
268	MRVL Marvell Technology, Inc.	0.1%	$14.27M	47.90K	-0.5%	▼ Trim	3+
269	IBMO ISHARES TR	0.1%	$14.25M	555.77K	-2.3%	▼ Trim	3+
270	SPYG State Street SPDR Portfolio…	0.1%	$14.24M	119.66K	-13.2%	▼ Trim	3+
271	IBMQ ISHARES TR	0.1%	$14.09M	550.67K	-1.5%	▼ Trim	3+
272	EWA iShares MSCI Australia ETF	0.1%	$14.07M	499.58K	+16.0%	▲ Add	3+
273	SPTM State Street SPDR Portfolio…	0.1%	$14.00M	154.17K	+0.4%	▲ Add	3+
274	IBMP ISHARES TR	0.1%	$13.91M	547.23K	-2.4%	▼ Trim	3+
275	AIQ Global X - Artificial…	0.1%	$13.89M	211.67K	-44.8%	▼ Trim	3+
276	JMST JPMorgan Ultra-Short…	0.0%	$13.70M	268.69K	-3.8%	▼ Trim	3+
277	EWN ISHARES INC	0.0%	$13.21M	187.79K	+14.8%	▲ Add	3+
278	GDX VanEck Gold Miners ETF	0.0%	$13.12M	173.94K	+5.3%	▲ Add	3+
279	BA The Boeing Company	0.0%	$13.03M	60.20K	+7.3%	▲ Add	3+
280	IYW iShares U.S. Technology ETF	0.0%	$12.99M	51.50K	-9.5%	▼ Trim	3+
281	XLV State Street Health Care…	0.0%	$12.64M	79.67K	+10.6%	▲ Add	3+
282	XTAP INNOVATOR ETFS TRUST	0.0%	$12.57M	277.37K	-0.4%	▼ Trim	3+
283	IBDW iShares iBonds Dec 2031…	0.0%	$12.57M	603.20K	-13.4%	▼ Trim	3+
284	TGT Target Corporation	0.0%	$12.46M	95.41K	+70.9%	▲ Add	3+
285	T AT&T Inc.	0.0%	$12.41M	599.69K	+37.2%	▲ Add	3+
286	ACWX iShares MSCI ACWI ex U.S.…	0.0%	$12.36M	162.41K	-14.4%	▼ Trim	3+
287	ET Energy Transfer LP	0.0%	$12.34M	725.97K	+20.0%	▲ Add	3+
288	DUK Duke Energy Corporation	0.0%	$12.14M	95.91K	+55.0%	▲ Add	3+
289	IEI iShares 3-7 Year Treasury…	0.0%	$12.13M	103.27K	-12.4%	▼ Trim	3+
290	CMI Cummins Inc.	0.0%	$12.10M	16.97K	+9.9%	▲ Add	3+
291	HWM Howmet Aerospace Inc.	0.0%	$11.98M	44.56K	+6.0%	▲ Add	3+
292	IAT ISHARES TR	0.0%	$11.83M	190.19K	-0.4%	▼ Trim	2
293	VGSH Vanguard Short-Term…	0.0%	$11.82M	203.16K	-53.9%	▼ Trim	3+
294	DIA State Street SPDR Dow Jones…	0.0%	$11.80M	22.53K	+21.2%	▲ Add	3+
295	WELL Welltower Inc.	0.0%	$11.48M	50.58K	+1.4%	▲ Add	3+
296	SPLV Invesco S&P 500 Low…	0.0%	$11.43M	152.65K	-18.3%	▼ Trim	3+
297	IDV iShares International…	0.0%	$11.36M	274.27K	-3.8%	▼ Trim	3+
298	HEFA iShares Currency Hedged…	0.0%	$11.33M	241.40K	-5.0%	▼ Trim	3+
299	HDV iShares Core High Dividend…	0.0%	$11.26M	410.68K	+5.3% ✂	▲ Add	3+
300	LOW Lowe's Companies, Inc.	0.0%	$11.21M	50.82K	-12.6%	▼ Trim	3+
301	JMUB JPMorgan Municipal ETF	0.0%	$11.11M	219.31K	-4.5%	▼ Trim	3+
302	EFV iShares MSCI EAFE Value ETF	0.0%	$10.86M	141.91K	-63.1%	▼ Trim	3+
303	HON Honeywell International Inc.	0.0%	$10.73M	47.93K	+5.3% ✂	▲ Add	3+
304	BKNG Booking Holdings Inc.	0.0%	$10.64M	59.71K	+13.7% ✂	▲ Add	3+
305	HONA Honeywell Aerospace Inc	0.0%	$10.63M	48.08K	新規	New	1
306	RKLB Rocket Lab USA, Inc.	0.0%	$10.54M	103.72K	+7.1%	▲ Add	3+
307	PH Parker-Hannifin Corporation	0.0%	$10.46M	10.70K	+8.1%	▲ Add	3+
308	SPGI S&P Global Inc.	0.0%	$10.42M	25.57K	-1.1%	▼ Trim	3+
309	COF Capital One Financial…	0.0%	$10.34M	51.53K	+8.8%	▲ Add	3+
310	AMLP Alerian MLP ETF	0.0%	$10.27M	198.02K	+44.5%	▲ Add	3+
311	MRSH Marsh & McLennan Companies…	0.0%	$10.26M	61.54K	+3.8%	▲ Add	3+
312	AEP American Electric Power…	0.0%	$10.24M	74.86K	+34.3%	▲ Add	3+
313	PFE Pfizer Inc.	0.0%	$10.14M	421.27K	+36.7%	▲ Add	3+
314	NOC Northrop Grumman Corporation	0.0%	$10.14M	19.90K	+0.6%	▲ Add	3+
315	XLI State Street Industrial…	0.0%	$10.11M	54.57K	-7.5%	▼ Trim	3+
316	IBIT iShares Bitcoin Trust ETF	0.0%	$10.06M	302.06K	-1.4%	▼ Trim	3+
317	BSCV INVESCO EXCH TRD SLF IDX FD	0.0%	$10.03M	612.34K	+3.6%	▲ Add	3+
318	PLD Prologis, Inc.	0.0%	$9.96M	73.55K	+4.7%	▲ Add	3+
319	TLT iShares 20+ Year Treasury…	0.0%	$9.94M	115.02K	+1.8%	▲ Add	3+
320	BX Blackstone Inc.	0.0%	$9.90M	84.14K	+2.0%	▲ Add	3+
321	SHOP Shopify Inc.	0.0%	$9.85M	86.29K	-5.8%	▼ Trim	3+
322	ENB Enbridge Inc.	0.0%	$9.78M	180.41K	+56.8%	▲ Add	3+
323	XBB BONDBLOXX ETF TRUST	0.0%	$9.76M	238.11K	+5.1%	▲ Add	3+
324	KMI Kinder Morgan, Inc.	0.0%	$9.72M	304.17K	+286.8%	▲ Add	3+
325	FDX FedEx Corporation	0.0%	$9.66M	30.77K	-15.1% ✂	▼ Trim	3+
326	MPC Marathon Petroleum…	0.0%	$9.64M	37.69K	+8.6%	▲ Add	3+
327	APO Apollo Global Management…	0.0%	$9.62M	81.29K	+589.9%	▲ Add	3+
328	DHI D.R. Horton, Inc.	0.0%	$9.51M	58.40K	+10.5%	▲ Add	3+
329	SOXX iShares Semiconductor ETF	0.0%	$9.49M	14.82K	-15.0%	▼ Trim	3+
330	EFG iShares MSCI EAFE Growth ETF	0.0%	$9.46M	76.02K	-64.0%	▼ Trim	3+
331	SCHX Schwab U.S. Large-Cap ETF	0.0%	$9.46M	321.28K	-11.7%	▼ Trim	3+
332	CAH Cardinal Health, Inc.	0.0%	$9.42M	39.66K	-8.1%	▼ Trim	3+
333	EVUS ISHARES TR	0.0%	$9.42M	268.17K	+16.2%	▲ Add	3+
334	ECL Ecolab Inc.	0.0%	$9.40M	33.68K	-11.6%	▼ Trim	3+
335	FDVV Fidelity High Dividend ETF	0.0%	$9.39M	155.67K	-12.3%	▼ Trim	3+
336	EGUS ISHARES TR	0.0%	$9.35M	160.04K	-2.7%	▼ Trim	3+
337	SDY State Street SPDR S&P…	0.0%	$9.33M	61.32K	+19.2%	▲ Add	3+
338	VDE Vanguard Energy ETF	0.0%	$9.24M	61.53K	+3.3%	▲ Add	3+
339	RODM Hartford Multifactor…	0.0%	$9.19M	227.38K	-5.9%	▼ Trim	3+
340	ADP Automatic Data Processing…	0.0%	$9.09M	40.36K	-6.0%	▼ Trim	3+
341	DFAU Dimensional - US Core…	0.0%	$9.00M	174.15K	-51.4%	▼ Trim	2
342	IAU iShares Gold Trust	0.0%	$8.92M	118.13K	+1.6%	▲ Add	3+
343	MAR Marriott International, Inc.	0.0%	$8.80M	23.73K	+39.3%	▲ Add	3+
344	IUSB iShares Core Universal USD…	0.0%	$8.71M	188.84K	+80.1%	▲ Add	3+
345	URTH iShares MSCI World ETF	0.0%	$8.70M	42.95K	-6.8%	▼ Trim	3+
346	ALL The Allstate Corporation	0.0%	$8.70M	36.41K	-0.3%	▼ Trim	3+
347	IGV iShares Expanded…	0.0%	$8.65M	95.44K	+153.0%	▲ Add	3+
348	IBMR ISHARES TR	0.0%	$8.60M	338.57K	-2.5%	▼ Trim	3+
349	BABA Alibaba Group Holding…	0.0%	$8.57M	88.52K	+21.4%	▲ Add	3+
350	BSCW INVESCO EXCH TRD SLF IDX FD	0.0%	$8.53M	416.11K	+2.0%	▲ Add	3+
351	PSA Public Storage	0.0%	$8.51M	26.74K	+1153.6%	▲ Add	3+
352	PSX Phillips 66	0.0%	$8.31M	49.18K	+18.6%	▲ Add	3+
353	XLE State Street Energy Select…	0.0%	$8.30M	156.28K	+18.8%	▲ Add	3+
354	SPYV State Street SPDR Portfolio…	0.0%	$8.28M	136.15K	-10.9%	▼ Trim	3+
355	INTU Intuit Inc.	0.0%	$8.23M	31.52K	-1.0%	▼ Trim	3+
356	ABNB Airbnb, Inc.	0.0%	$8.22M	57.45K	+24.2%	▲ Add	3+
357	PSK SPDR SERIES TRUST	0.0%	$8.15M	266.84K	-1.2%	▼ Trim	3+
358	PNOV INNOVATOR ETFS TRUST	0.0%	$8.11M	182.92K	-1.0%	▼ Trim	3+
359	CASY Casey's General Stores, Inc.	0.0%	$8.09M	10.18K	+4.4%	▲ Add	3+
360	SSO PROSHARES TR	0.0%	$7.99M	118.60K	-14.9%	▼ Trim	3+
361	BSJQ INVESCO EXCH TRD SLF IDX FD	0.0%	$7.96M	346.90K	-0.9%	▼ Trim	3+
362	AFL Aflac Incorporated	0.0%	$7.90M	67.36K	+33.5%	▲ Add	3+
363	DAL Delta Air Lines, Inc.	0.0%	$7.84M	83.74K	+103.6%	▲ Add	3+
364	ITW Illinois Tool Works Inc.	0.0%	$7.83M	28.79K	+6.2%	▲ Add	3+
365	FENI Fidelity Enhanced…	0.0%	$7.82M	194.90K	+10.8%	▲ Add	3+
366	GM General Motors Company	0.0%	$7.81M	101.28K	+20.6%	▲ Add	3+
367	TQQQ ProShares UltraPro QQQ	0.0%	$7.80M	96.33K	+4.8%	▲ Add	3+
368	AZN AstraZeneca PLC	0.0%	$7.79M	41.10K	-2.3%	▼ Trim	3+
369	CTVA Corteva, Inc.	0.0%	$7.75M	91.52K	-0.3%	▼ Trim	3+
370	JCI Johnson Controls…	0.0%	$7.69M	52.50K	+75.0%	▲ Add	3+
371	MMM 3M Company	0.0%	$7.66M	47.32K	-31.6%	▼ Trim	3+
372	HOOD Robinhood Markets, Inc.	0.0%	$7.59M	75.68K	-8.8%	▼ Trim	3+
373	AXTI AXT, Inc.	0.0%	$7.57M	104.99K	新規	New	1
374	XLY State Street Consumer…	0.0%	$7.56M	64.44K	-9.2%	▼ Trim	3+
375	KEYS Keysight Technologies, Inc.	0.0%	$7.55M	21.57K	-7.6%	▼ Trim	3+
376	PGR The Progressive Corporation	0.0%	$7.54M	34.53K	+3.9%	▲ Add	3+
377	BRK-A Berkshire Hathaway Inc.	0.0%	$7.49M	10	+42.9%	▲ Add	3+
378	CI Cigna Corporation	0.0%	$7.37M	26.74K	-8.8%	▼ Trim	3+
379	BMY Bristol-Myers Squibb Company	0.0%	$7.33M	127.22K	+7.9%	▲ Add	3+
380	O Realty Income Corporation	0.0%	$7.30M	117.21K	-5.7%	▼ Trim	3+
381	REGN Regeneron Pharmaceuticals…	0.0%	$7.26M	11.65K	-0.8%	▼ Trim	3+
382	VRT Vertiv Holdings Co	0.0%	$7.26M	21.68K	+64.9%	▲ Add	3+
383	PFF iShares Preferred and…	0.0%	$7.23M	237.24K	+2.3%	▲ Add	3+
384	FLEX Flex Ltd.	0.0%	$7.23M	44.59K	-3.4%	▼ Trim	3+
385	ROKU Roku, Inc.	0.0%	$7.17M	51.87K	+70.9%	▲ Add	3+
386	BOTZ Global X - Robotics &…	0.0%	$7.12M	187.65K	-59.6%	▼ Trim	3+
387	PRF Invesco RAFI US 1000 ETF	0.0%	$7.08M	131.12K	-5.1%	▼ Trim	3+
388	BSMW INVESCO EXCH TRD SLF IDX FD	0.0%	$7.02M	279.33K	+159.6%	▲ Add	3+
389	RSPT Invesco S&P 500 Equal…	0.0%	$6.99M	108.44K	-14.2%	▼ Trim	3+
390	D Dominion Energy, Inc.	0.0%	$6.98M	102.19K	+141.2%	▲ Add	3+
391	IBDZ ISHARES TR	0.0%	$6.94M	266.37K	+2.1%	▲ Add	3+
392	DFAC Dimensional - US Core…	0.0%	$6.94M	156.38K	+255.4%	▲ Add	3+
393	MCHP Microchip Technology…	0.0%	$6.86M	75.21K	-7.8%	▼ Trim	3+
394	DTE DTE Energy Company	0.0%	$6.85M	44.85K	+8.3%	▲ Add	3+
395	VMBS Vanguard Mortgage-Backed…	0.0%	$6.82M	145.61K	-59.5%	▼ Trim	3+
396	FDLO Fidelity Low Volatility…	0.0%	$6.77M	99.08K	-9.4%	▼ Trim	3+
397	IBDY ISHARES TR	0.0%	$6.72M	261.00K	+11.5%	▲ Add	3+
398	IT Gartner, Inc.	0.0%	$6.71M	51.77K	+2.2%	▲ Add	3+
399	AKRE Akre Focus ETF	0.0%	$6.71M	126.11K	-23.3%	▼ Trim	2
400	SCHM Schwab U.S. Mid-Cap ETF	0.0%	$6.62M	179.44K	-13.3%	▼ Trim	3+
401	BNY Bank of New York Mellon Corp	0.0%	$6.59M	45.59K	+5.1%	▲ Add	3+
402	ADBE Adobe Inc.	0.0%	$6.59M	32.15K	-15.3%	▼ Trim	3+
403	BBBS BONDBLOXX ETF TRUST	0.0%	$6.59M	129.10K	-0.4%	▼ Trim	2
404	CRCL Circle Internet Group	0.0%	$6.48M	103.45K	-4.6%	▼ Trim	2
405	GBDC Golub Capital BDC, Inc.	0.0%	$6.42M	498.20K	+1.3%	▲ Add	3+
406	ROP Roper Technologies, Inc.	0.0%	$6.40M	18.92K	-8.9%	▼ Trim	3+
407	IBCA ISHARES TR	0.0%	$6.39M	249.47K	-0.8%	▼ Trim	3+
408	MCO Moody's Corporation	0.0%	$6.38M	14.08K	-13.6%	▼ Trim	3+
409	OMF OneMain Holdings, Inc.	0.0%	$6.38M	104.58K	+2.9%	▲ Add	3+
410	KKR KKR & Co. Inc.	0.0%	$6.37M	69.40K	-7.0%	▼ Trim	3+
411	BJAN INNOVATOR ETFS TRUST	0.0%	$6.35M	107.92K	0.0%	Held	3+
412	VXUS Vanguard Total…	0.0%	$6.33M	73.99K	+0.8%	▲ Add	3+
413	GBTC Grayscale Bitcoin Trust ETF	0.0%	$6.31M	138.52K	-16.3%	▼ Trim	3+
414	FBTC Fidelity Wise Origin…	0.0%	$6.26M	122.63K	+3.5%	▲ Add	3+
415	ED Consolidated Edison, Inc.	0.0%	$6.25M	56.50K	+5.2%	▲ Add	3+
416	ALAB Astera Labs, Inc. Common…	0.0%	$6.21M	12.86K	-53.2%	▼ Trim	3+
417	ZTOP RBB FD INC	0.0%	$6.21M	120.30K	-20.2%	▼ Trim	3+
418	IBDX ISHARES TR	0.0%	$6.19M	245.64K	+1.9%	▲ Add	3+
419	MSI Motorola Solutions, Inc.	0.0%	$6.18M	14.86K	+18.4%	▲ Add	3+
420	MYCI SSGA ACTIVE TR	0.0%	$6.17M	249.11K	+0.9%	▲ Add	3+
421	BXSL Blackstone Secured Lending…	0.0%	$6.13M	251.45K	+144.6%	▲ Add	3+
422	MDT Medtronic plc	0.0%	$6.10M	77.48K	-11.7%	▼ Trim	3+
423	RIO Rio Tinto Group	0.0%	$6.05M	63.69K	+31.9%	▲ Add	3+
424	SHV iShares Trust iShares 0-1…	0.0%	$5.99M	54.30K	+4.1%	▲ Add	3+
425	FITB Fifth Third Bancorp	0.0%	$5.99M	105.58K	-1.2%	▼ Trim	3+
426	VTIP Vanguard Short-Term…	0.0%	$5.99M	119.18K	+44.5%	▲ Add	3+
427	GSLC Goldman Sachs ActiveBeta…	0.0%	$5.93M	41.81K	+1.2%	▲ Add	3+
428	CBOE Cboe Global Markets, Inc.	0.0%	$5.92M	24.39K	+2.7%	▲ Add	3+
429	GLDM SPDR Gold MiniShares Trust	0.0%	$5.88M	74.06K	-4.8%	▼ Trim	3+
430	BSX Boston Scientific…	0.0%	$5.86M	137.30K	+6.3%	▲ Add	3+
431	PFFA ETFIS SER TR I	0.0%	$5.85M	284.28K	+68.2%	▲ Add	3+
432	MPLX MPLX Lp	0.0%	$5.85M	103.81K	+179.4%	▲ Add	3+
433	TRV The Travelers Companies…	0.0%	$5.84M	17.68K	+2.0%	▲ Add	3+
434	ARM Arm Holdings plc American…	0.0%	$5.83M	16.45K	+4.4%	▲ Add	3+
435	CVS CVS Health Corp.	0.0%	$5.79M	56.00K	+3.9%	▲ Add	3+
436	OWL Blue Owl Capital Inc.	0.0%	$5.78M	559.11K	+50.6%	▲ Add	3+
437	NVS Novartis AG	0.0%	$5.77M	36.80K	+6.1%	▲ Add	3+
438	IUSG iShares Core S&P U.S.…	0.0%	$5.75M	30.57K	-11.4%	▼ Trim	3+
439	MUNI PIMCO Intermediate…	0.0%	$5.72M	108.80K	-1.6%	▼ Trim	3+
440	ACN Accenture plc	0.0%	$5.68M	45.65K	-17.8%	▼ Trim	3+
441	SLV iShares Silver Trust	0.0%	$5.68M	106.16K	+77.2%	▲ Add	3+
442	JAAA Janus Henderson AAA CLO ETF	0.0%	$5.66M	112.06K	-22.4%	▼ Trim	3+
443	UPS United Parcel Service, Inc.	0.0%	$5.64M	52.42K	+1.1%	▲ Add	3+
444	VEEV Veeva Systems Inc.	0.0%	$5.56M	31.34K	+0.8%	▲ Add	3+
445	AMP Ameriprise Financial, Inc.	0.0%	$5.54M	12.07K	-1.4%	▼ Trim	3+
446	MYCJ SSGA ACTIVE TR	0.0%	$5.51M	222.92K	+9.8%	▲ Add	3+
447	LNTH Lantheus Holdings, Inc.	0.0%	$5.46M	49.20K	-13.5%	▼ Trim	3+
448	CL Colgate-Palmolive Company	0.0%	$5.41M	59.03K	+8.6%	▲ Add	3+
449	FAST Fastenal Company	0.0%	$5.37M	111.81K	-14.8%	▼ Trim	3+
450	NET Cloudflare, Inc.	0.0%	$5.36M	21.86K	+12.8%	▲ Add	3+
451	BP BP p.l.c.	0.0%	$5.29M	143.09K	+320.6%	▲ Add	3+
452	PB Prosperity Bancshares, Inc.	0.0%	$5.27M	71.60K	+5.1%	▲ Add	2
453	CTAS Cintas Corporation	0.0%	$5.27M	30.97K	+108.0%	▲ Add	3+
454	XSVN BONDBLOXX ETF TRUST	0.0%	$5.25M	111.12K	+5.4%	▲ Add	3+
455	ITA iShares U.S. Aerospace &…	0.0%	$5.23M	21.57K	+1.5%	▲ Add	3+
456	ONEQ Fidelity Nasdaq Composite…	0.0%	$5.22M	50.57K	+4.7%	▲ Add	3+
457	FNDX Schwab Fundamental U.S.…	0.0%	$5.21M	167.63K	+8.3%	▲ Add	3+
458	MET MetLife, Inc.	0.0%	$5.21M	61.56K	+9.8%	▲ Add	3+
459	WM Waste Management, Inc.	0.0%	$5.14M	23.07K	-11.6%	▼ Trim	3+
460	ADSK Autodesk, Inc.	0.0%	$5.10M	26.21K	-6.0%	▼ Trim	3+
461	GWW W.W. Grainger, Inc.	0.0%	$5.02M	3.69K	+3.1%	▲ Add	3+
462	MYCN SSGA ACTIVE TR	0.0%	$5.02M	204.73K	+3.3%	▲ Add	3+
463	BDEC INNOVATOR ETFS TRUST	0.0%	$4.96M	93.16K	-24.3%	▼ Trim	3+
464	NAN NUVEEN NY DIVI ADV	0.0%	$4.88M	413.88K	0.0%	Held	3+
465	MDLZ Mondelez International, Inc.	0.0%	$4.85M	83.22K	+12.2%	▲ Add	3+
466	RGLD Royal Gold, Inc.	0.0%	$4.85M	24.27K	-8.7%	▼ Trim	3+
467	CSX CSX Corporation	0.0%	$4.79M	100.87K	+0.2%	▲ Add	3+
468	DINO HF Sinclair Corporation	0.0%	$4.78M	68.59K	+1303.8%	▲ Add	2
469	IWN iShares Russell 2000 Value…	0.0%	$4.77M	21.54K	-15.6%	▼ Trim	3+
470	CEG Constellation Energy…	0.0%	$4.71M	18.95K	-9.1%	▼ Trim	3+
471	SLQD iShares 0-5 Year Investment…	0.0%	$4.69M	93.04K	-10.4%	▼ Trim	3+
472	FCX Freeport-McMoRan Inc.	0.0%	$4.68M	74.34K	+45.0%	▲ Add	3+
473	KVUE Kenvue Inc.	0.0%	$4.67M	244.60K	-6.2%	▼ Trim	3+
474	CIEN Ciena Corporation	0.0%	$4.65M	9.49K	+31.3%	▲ Add	3+
475	FE FirstEnergy Corp.	0.0%	$4.63M	97.43K	+573.4%	▲ Add	3+
476	FSLR First Solar, Inc.	0.0%	$4.61M	19.54K	+5.5%	▲ Add	3+
477	VSS Vanguard FTSE All-World…	0.0%	$4.57M	29.61K	-64.6%	▼ Trim	3+
478	NXPI NXP Semiconductors N.V.	0.0%	$4.56M	16.23K	+2.9%	▲ Add	3+
479	TDIV First Trust NASDAQ…	0.0%	$4.45M	38.76K	-4.1%	▼ Trim	3+
480	VBR Vanguard Morningstar…	0.0%	$4.44M	18.27K	+2.8%	▲ Add	3+
481	BSMU INVESCO EXCH TRD SLF IDX FD	0.0%	$4.42M	201.80K	0.0%	Held	3+
482	LYV Live Nation Entertainment…	0.0%	$4.42M	24.14K	+0.2%	▲ Add	3+
483	XLC State Street Communication…	0.0%	$4.42M	41.22K	-4.2%	▼ Trim	3+
484	COHR Coherent, Inc.	0.0%	$4.42M	11.19K	+10.8%	▲ Add	3+
485	HIFS HINGHAM INSTN SVGS MASS	0.0%	$4.37M	14.22K	新規	New	1
486	EWZ iShares MSCI Brazil ETF	0.0%	$4.36M	126.46K	+15.3%	▲ Add	3+
487	NTNX Nutanix, Inc.	0.0%	$4.33M	85.03K	+545.4%	▲ Add	3+
488	PAVE Global X - U.S.…	0.0%	$4.30M	72.85K	-7.9%	▼ Trim	3+
489	ESGV Vanguard ESG U.S. Stock ETF	0.0%	$4.28M	32.34K	-1.4%	▼ Trim	3+
490	EA Electronic Arts Inc.	0.0%	$4.26M	20.76K	+3.1%	▲ Add	3+
491	BSCX INVESCO EXCH TRD SLF IDX FD	0.0%	$4.24M	201.55K	+22.7%	▲ Add	3+
492	CME CME Group Inc.	0.0%	$4.23M	19.15K	+5.0%	▲ Add	3+
493	GL Globe Life Inc.	0.0%	$4.22M	23.59K	-11.8%	▼ Trim	3+
494	ELV Elevance Health Inc.	0.0%	$4.21M	10.88K	+123.4%	▲ Add	3+
495	MELI MercadoLibre, Inc.	0.0%	$4.20M	2.48K	-3.4%	▼ Trim	3+
496	BN Brookfield Corporation	0.0%	$4.18M	98.05K	+159.5%	▲ Add	3+
497	VST Vistra Corp.	0.0%	$4.15M	26.14K	-9.8%	▼ Trim	3+
498	CNRG SPDR SERIES TRUST	0.0%	$4.13M	36.55K	-2.9%	▼ Trim	3+
499	PPL PPL Corporation	0.0%	$4.12M	112.59K	+4.4%	▲ Add	3+
500	BSMV INVESCO EXCH TRD SLF IDX FD	0.0%	$4.11M	195.70K	0.0%	Held	3+

普通株（SH）ポジションのみ。オプション行はオプションタブに表示され、ネットアウトはされない。✂ = 分割調整済み前回株数との比較で算出した変化。「Held N+」= 当社データウィンドウ内の全四半期で保有、実際の保有期間はさらに長い可能性あり。

有価証券	株数	前期	変化	時価	ウェイト
DLMY	1.57M	—	新規	$46.88M	0.2%
VGUS	617.70K	—	新規	$46.73M	0.2%
DDTZ	1.86M	—	新規	$35.96M	0.1%
ARLP	1.10M	—	新規	$26.30M	0.1%
SIXD	716.29K	—	新規	$22.09M	0.1%
WOLF Wolfspeed Inc.	385.59K	—	新規	$18.60M	0.1%
HONA Honeywell Aerospace Inc	48.08K	—	新規	$10.63M	0.0%
AXTI AXT, Inc.	104.99K	—	新規	$7.57M	0.0%
HIFS	14.22K	—	新規	$4.37M	0.0%
NTR Nutrien Ltd.	62.45K	—	新規	$3.97M	0.0%
DOC Healthpeak Properties…	176.97K	—	新規	$3.79M	0.0%
SPCX Space Exploration…	20.79K	—	新規	$3.55M	0.0%
BSMY	140.23K	—	新規	$3.46M	0.0%
ICSH iShares Ultra Short…	62.35K	—	新規	$3.15M	0.0%
CLOA	59.60K	—	新規	$3.09M	0.0%
TRI Thomson Reuters…	29.46K	—	新規	$2.41M	0.0%
GRAL GRAIL Inc.	33.25K	—	新規	$2.27M	0.0%
SLAB Silicon Laboratories…	10.16K	—	新規	$2.22M	0.0%
LAZ Lazard Inc	52.26K	—	新規	$2.19M	0.0%
LPG Dorian LPG Ltd.	62.34K	—	新規	$2.17M	0.0%
FDXF FedEx Freight Holding…	12.47K	—	新規	$1.88M	0.0%
QS QuantumScape Corporation	230.65K	—	新規	$1.74M	0.0%
VRP Invesco Variable Rate…	71.60K	—	新規	$1.74M	0.0%
TPX Tempur Sealy…	21.64K	—	新規	$1.70M	0.0%
CAG Conagra Brands, Inc.	121.36K	—	新規	$1.63M	0.0%
ECG Everus Construction…	9.18K	—	新規	$1.52M	0.0%
PIPR Piper Sandler Companies	20.53K	—	新規	$1.48M	0.0%
UCTT Ultra Clean Holdings…	9.75K	—	新規	$1.39M	0.0%
HEWJ	20.70K	—	新規	$1.34M	0.0%
NASA	43.62K	—	新規	$1.33M	0.0%
ESTC Elastic N.V.	23.07K	—	新規	$1.32M	0.0%
HDB HDFC Bank Limited	47.26K	—	新規	$1.22M	0.0%
CVBF CVB Financial Corp.	52.90K	—	新規	$1.19M	0.0%
VIK Viking Holdings Ltd	10.54K	—	新規	$1.10M	0.0%
RYAN Ryan Specialty…	29.01K	—	新規	$1.10M	0.0%
DRAM Roundhill Memory ETF	14.72K	—	新規	$1.09M	0.0%
UJUN	26.15K	—	新規	$1.01M	0.0%
BSCZ	48.62K	—	新規	$995,272	0.0%
BSCY	48.16K	—	新規	$995,164	0.0%
MAA Mid-America Apartment…	6.96K	—	新規	$966,459	0.0%
UFOX	10.00K	—	新規	$950,281	0.0%
AQST Aquestive Therapeutics…	215.32K	—	新規	$895,715	0.0%
CGBL Capital Group Core…	23.24K	—	新規	$885,971	0.0%
WCC WESCO International…	2.51K	—	新規	$865,687	0.0%
FYX	5.86K	—	新規	$846,124	0.0%
VOLT	19.18K	—	新規	$803,240	0.0%
AIFD	14.41K	—	新規	$798,941	0.0%
NNN NNN REIT, Inc.	16.80K	—	新規	$781,751	0.0%
BAM Brookfield Asset…	17.25K	—	新規	$773,573	0.0%
CWEN Clearway Energy, Inc.	22.23K	—	新規	$759,930	0.0%
CORT Corcept Therapeutics…	8.50K	—	新規	$739,059	0.0%
JMBS Janus Henderson…	16.34K	—	新規	$738,520	0.0%
MOH Molina Healthcare, Inc.	3.20K	—	新規	$732,382	0.0%
ISTB iShares Core 1-5 Year…	14.95K	—	新規	$721,482	0.0%
DT Dynatrace, Inc.	15.45K	—	新規	$678,366	0.0%
CUBE CubeSmart	16.68K	—	新規	$663,381	0.0%
OGN Organon & Co.	48.70K	—	新規	$659,356	0.0%
HRB H&R Block, Inc.	16.95K	—	新規	$653,646	0.0%
REPX	19.50K	—	新規	$642,588	0.0%
VRTS Virtus Investment…	4.41K	—	新規	$633,122	0.0%
TS Tenaris S.A.	11.33K	—	新規	$628,621	0.0%
GSY Invesco Ultra Short…	12.22K	—	新規	$612,783	0.0%
SPUS	10.62K	—	新規	$610,708	0.0%
SCHP Schwab US TIPS ETF	22.94K	—	新規	$607,843	0.0%
VMI Valmont Industries, Inc.	1.04K	—	新規	$601,598	0.0%
ORBS	856.45K	—	新規	$595,662	0.0%
TRP TC Energy Corporation	8.87K	—	新規	$588,146	0.0%
MSM MSC Industrial Direct…	4.81K	—	新規	$571,866	0.0%
TMP Tompkins Financial…	6.03K	—	新規	$569,483	0.0%
TEAM Atlassian Corporation	7.30K	—	新規	$567,908	0.0%
NBHC National Bank Holdings…	12.75K	—	新規	$566,438	0.0%
HE Hawaiian Electric…	41.35K	—	新規	$559,412	0.0%
INDV Indivior…	13.63K	—	新規	$559,157	0.0%
IMAY	17.22K	—	新規	$546,431	0.0%
EWBC East West Bancorp, Inc.	4.17K	—	新規	$537,794	0.0%
SIMO Silicon Motion…	1.61K	—	新規	$537,661	0.0%
IRDM Iridium Communications…	9.80K	—	新規	$537,633	0.0%
PFGC Performance Food Group…	4.76K	—	新規	$532,233	0.0%
LAMR Lamar Advertising…	3.37K	—	新規	$526,015	0.0%
MFM	92.34K	—	新規	$518,956	0.0%
SM SM Energy Company	19.40K	—	新規	$506,380	0.0%
ZM Zoom Communications…	5.86K	—	新規	$505,765	0.0%
SAIA Saia, Inc.	1.20K	—	新規	$505,236	0.0%
BOXX	4.30K	—	新規	$503,772	0.0%
TKR The Timken Company	3.45K	—	新規	$501,950	0.0%
ROIV Roivant Sciences Ltd.	14.01K	—	新規	$495,708	0.0%
MEDP Medpace Holdings, Inc.	910	—	新規	$482,022	0.0%
FLEE	12.11K	—	新規	$480,955	0.0%
FNB F.N.B. Corporation	25.14K	—	新規	$479,658	0.0%
DKNG DraftKings Inc.	18.42K	—	新規	$465,278	0.0%
YETI YETI Holdings, Inc.	9.32K	—	新規	$462,097	0.0%
MTSI MACOM Technology…	1.20K	—	新規	$456,512	0.0%
SHLD Global X - Defense Tech…	7.43K	—	新規	$445,182	0.0%
AIT Applied Industrial…	1.32K	—	新規	$445,021	0.0%
NYT The New York Times…	6.24K	—	新規	$436,378	0.0%
IBHK	16.78K	—	新規	$432,440	0.0%
MAN ManpowerGroup Inc.	12.79K	—	新規	$432,015	0.0%
WWD Woodward, Inc.	1.01K	—	新規	$428,177	0.0%
IBHJ	16.11K	—	新規	$426,433	0.0%
OSK Oshkosh Corp	2.77K	—	新規	$425,277	0.0%
AFRM Affirm Holdings, Inc.	5.12K	—	新規	$417,971	0.0%
ASX ASE Technology Holding…	9.18K	—	新規	$414,291	0.0%
GEN Gen Digital Inc.	16.39K	—	新規	$408,057	0.0%
POWI Power Integrations, Inc.	4.83K	—	新規	$405,015	0.0%
WU The Western Union…	52.53K	—	新規	$404,466	0.0%
U Unity Software Inc.	14.05K	—	新規	$401,460	0.0%
TDC Teradata Corporation	11.56K	—	新規	$400,516	0.0%
NWL Newell Brands Inc.	65.15K	—	新規	$400,039	0.0%
BJ BJ's Wholesale Club…	4.56K	—	新規	$397,930	0.0%
IDA IDACORP, Inc.	2.62K	—	新規	$396,660	0.0%
CUZ Cousins Properties…	13.05K	—	新規	$391,290	0.0%
LSTR Landstar System, Inc.	1.89K	—	新規	$390,287	0.0%
MOD Modine Manufacturing…	1.45K	—	新規	$386,378	0.0%
VFC V.F. Corporation	22.57K	—	新規	$376,538	0.0%
RAL Ralliant Corp	5.02K	—	新規	$369,913	0.0%
WAL Western Alliance…	4.50K	—	新規	$369,621	0.0%
QQQH	6.59K	—	新規	$368,097	0.0%
EQH Equitable Holdings, Inc.	8.37K	—	新規	$367,221	0.0%
VOYA Voya Financial, Inc.	4.01K	—	新規	$363,014	0.0%
UMC United Microelectronics…	13.31K	—	新規	$362,138	0.0%

有価証券	株数	前期	変化	時価	ウェイト	連続記録
NVDA NVIDIA Corporation	5.39M	5.38M	+0.1%	$1.08B	3.9%	●●○○○○
MSFT Microsoft Corporation	2.00M	1.92M	+4.6%	$747.89M	2.7%	●●○○○○
MYCH	22.30M	12.29M	+81.4%	$555.43M	2.0%	●●○○○○
IVE iShares S&P 500 Value…	2.13M	1.94M	+9.5%	$483.56M	1.7%	●●○○○○
AMZN Amazon.com, Inc.	1.79M	1.79M	+0.1%	$426.27M	1.5%
GOOGL Alphabet Inc.	1.05M	1.04M	+0.8%	$373.80M	1.3%
MU Micron Technology, Inc.	251.54K	210.90K	+19.3%	$290.35M	1.0%
AVGO Broadcom Inc.	754.54K	725.80K	+4.0%	$285.03M	1.0%
GOOG Alphabet Inc.	794.63K	738.81K	+7.5%	$280.77M	1.0%
JPM JPMorgan Chase & Co.	557.61K	539.12K	+3.4%	$182.52M	0.7%
META Meta Platforms, Inc.	249.28K	232.24K	+7.3%	$140.41M	0.5%
LLY Eli Lilly and Company	114.25K	108.87K	+5.0%	$137.04M	0.5%
IEFA iShares Core MSCI EAFE…	1.40M	1.33M	+5.3%	$135.60M	0.5%
JIRE JPMorgan International…	1.55M	66.12K	+2237.4%	$127.49M	0.5%	●●○○○○
COST Costco Wholesale…	123.94K	120.30K	+3.0%	$115.94M	0.4%	●●○○○○
XONA.DE Exxon Mobil Corporation	721.41K	682.73K	+5.7%	$98.63M	0.4%
ABBV AbbVie Inc.	459.68K	432.46K	+6.3%	$115.68M	0.4%	●●○○○○
IWR iShares Russell Mid-Cap…	940.35K	917.28K	+2.5%	$103.74M	0.4%	●●○○○○
JNJ Johnson & Johnson	392.69K	368.31K	+6.6%	$99.73M	0.4%
WMT Walmart Inc.	867.96K	791.82K	+9.6%	$98.31M	0.4%
NFLX Netflix, Inc.	1.05M	1.02M	+3.0%	$74.91M	0.3%	●●○○○○
V Visa Inc.	265.94K	251.79K	+5.6%	$91.25M	0.3%
HD The Home Depot, Inc.	252.22K	237.05K	+6.4%	$88.95M	0.3%	●●○○○○
AMD Advanced Micro Devices…	149.58K	113.22K	+32.1%	$86.89M	0.3%
UNH UnitedHealth Group…	195.50K	193.25K	+1.2%	$81.26M	0.3%
PLTR Palantir Technologies…	542.48K	535.94K	+1.2%	$63.29M	0.2%	●●○○○○
IWL iShares Russell Top 200…	408.61K	371.41K	+10.0%	$75.57M	0.3%
RTX RTX Corporation	371.72K	335.44K	+10.8%	$70.53M	0.3%	●●○○○○
CSCO Cisco Systems, Inc.	597.20K	542.50K	+10.1%	$70.15M	0.3%
ADI Analog Devices, Inc.	167.63K	166.70K	+0.6%	$66.58M	0.2%	●●○○○○
INTC Intel Corp.	476.65K	346.31K	+37.6%	$66.56M	0.2%	●●○○○○
BJUN	1.36M	25.36K	+5269.4%	$66.27M	0.2%
EWJ iShares MSCI Japan ETF	630.11K	556.90K	+13.1%	$58.77M	0.2%	●●○○○○
IJH iShares Core S&P…	735.63K	734.00K	+0.2%	$56.73M	0.2%
SPYM State Street SPDR…	615.42K	426.06K	+44.5%	$54.09M	0.2%
VO Vanguard Morningstar…	640.58K	159.51K	+0.4% ✂	$51.61M	0.2%	●●○○○○
GEV GE Vernova Inc.	43.85K	42.71K	+2.7%	$51.53M	0.2%
ESS Essex Property Trust…	170.88K	169.91K	+0.6%	$50.27M	0.2%
JEMA JPMorgan ActiveBuilders…	773.44K	485.51K	+59.3%	$49.41M	0.2%	●●○○○○
MRK Merck & Co., Inc.	378.86K	330.20K	+14.7%	$48.90M	0.2%
CRM Salesforce, Inc.	283.14K	259.59K	+9.1%	$44.46M	0.2%	●●○○○○
CVX Chevron Corporation	242.43K	232.50K	+4.3%	$40.19M	0.1%	●●○○○○
VFH Vanguard Financials ETF	344.49K	333.52K	+3.3%	$45.34M	0.2%	●●○○○○
MS Morgan Stanley	215.12K	208.19K	+3.3%	$44.97M	0.2%
VYM Vanguard High Dividend…	270.44K	258.47K	+4.6%	$42.74M	0.2%
PG The Procter & Gamble…	280.38K	267.54K	+4.8%	$41.12M	0.1%	●●○○○○
ORCL Oracle Corporation	279.87K	267.75K	+4.5%	$41.01M	0.1%
VIS Vanguard Industrials ETF	112.80K	110.05K	+2.5%	$40.65M	0.1%	●●○○○○
IJK iShares S&P Mid-Cap 400…	338.77K	307.70K	+10.1%	$39.81M	0.1%	●●○○○○
IJJ iShares S&P Mid-Cap 400…	262.65K	176.59K	+48.7%	$38.80M	0.1%	●●○○○○
VHT Vanguard Health Care ETF	128.93K	126.73K	+1.7%	$38.55M	0.1%	●●○○○○
LHX L3Harris Technologies…	118.46K	110.25K	+7.5%	$34.42M	0.1%
COP ConocoPhillips	302.56K	287.31K	+5.3%	$31.45M	0.1%
BLK BlackRock, Inc.	38.76K	36.00K	+7.7%	$37.27M	0.1%
SGOV iShares 0-3 Month…	370.24K	178.19K	+107.8%	$37.27M	0.1%
IBM International Business…	128.12K	101.90K	+25.7%	$36.03M	0.1%	●●○○○○
STX Seagate Technology…	36.97K	17.70K	+108.9%	$35.71M	0.1%
VCR Vanguard Consumer…	89.61K	88.18K	+1.6%	$35.54M	0.1%	●●○○○○
EWU iShares MSCI United…	757.65K	661.45K	+14.5%	$34.96M	0.1%	●●○○○○
VOX Vanguard Communication…	188.38K	187.53K	+0.5%	$34.65M	0.1%	●●○○○○
ANET Arista Networks, Inc.	198.19K	184.70K	+7.3%	$33.67M	0.1%
KO The Coca-Cola Company	410.68K	334.25K	+22.9%	$33.56M	0.1%	●●○○○○
PFFD	1.73M	1.64M	+5.1%	$32.26M	0.1%	●●○○○○
BAC Bank of America…	566.03K	504.47K	+12.2%	$32.25M	0.1%	●●○○○○
MCD McDonald's Corporation	108.18K	101.47K	+6.6%	$29.24M	0.1%
EWT iShares MSCI Taiwan ETF	284.27K	263.86K	+7.7%	$30.87M	0.1%	●●○○○○
QUAL iShares MSCI USA…	138.78K	134.74K	+3.0%	$30.45M	0.1%	●●○○○○
QQQM Invesco NASDAQ 100 ETF	99.81K	5.29K	+1786.0%	$30.24M	0.1%
RSP Invesco S&P 500 Equal…	138.84K	134.57K	+3.2%	$29.54M	0.1%	●●○○○○
TJX The TJX Companies, Inc.	190.07K	184.40K	+3.1%	$28.80M	0.1%	●●○○○○
PEP PepsiCo, Inc.	212.42K	171.52K	+23.9%	$28.76M	0.1%	●●○○○○
JEPI JPMorgan Equity Premium…	503.99K	463.45K	+8.8%	$28.47M	0.1%	●●○○○○
NOW ServiceNow, Inc.	267.34K	263.40K	+1.5%	$26.54M	0.1%	●●○○○○
AXP American Express Company	80.18K	77.25K	+3.8%	$27.12M	0.1%
VLUE iShares MSCI USA Value…	135.52K	132.34K	+2.4%	$27.08M	0.1%
TXN Texas Instruments…	88.56K	85.77K	+3.3%	$26.40M	0.1%
WFC Wells Fargo & Company	311.67K	240.95K	+29.4%	$25.76M	0.1%
SCHB Schwab U.S. Broad…	886.78K	846.39K	+4.8%	$25.68M	0.1%	●●○○○○
CB Chubb Limited	74.33K	69.25K	+7.3%	$25.38M	0.1%	●●○○○○
LMT Lockheed Martin…	49.62K	38.95K	+27.4%	$25.28M	0.1%
MCHI iShares MSCI China ETF	493.36K	416.30K	+18.5%	$25.17M	0.1%	●●○○○○
EWQ	551.59K	476.27K	+15.8%	$25.06M	0.1%	●●○○○○
C Citigroup Inc.	178.53K	98.08K	+82.0%	$24.99M	0.1%
EWC iShares MSCI Canada ETF	433.14K	380.87K	+13.7%	$24.97M	0.1%	●●○○○○
MO Altria Group, Inc.	334.40K	324.04K	+3.2%	$24.39M	0.1%
DPZ Domino's Pizza, Inc.	69.19K	67.82K	+2.0%	$20.48M	0.1%	●●○○○○
USMV iShares MSCI USA Min…	251.13K	249.20K	+0.8%	$24.22M	0.1%
VLO Valero Energy…	90.72K	85.46K	+6.2%	$23.63M	0.1%
VIG Vanguard Dividend…	99.62K	99.48K	+0.1%	$23.57M	0.1%
EWG iShares MSCI Germany ETF	563.56K	485.80K	+16.0%	$23.31M	0.1%	●●○○○○
SNDK Sandisk Corporation	10.22K	5.16K	+98.0%	$23.23M	0.1%	●●○○○○
TMUS T-Mobile US, Inc.	111.01K	110.47K	+0.5%	$18.62M	0.1%	●●○○○○
VRTX Vertex Pharmaceuticals…	45.35K	43.51K	+4.2%	$22.53M	0.1%
PM Philip Morris…	123.24K	118.70K	+3.8%	$22.46M	0.1%
WDC Western Digital…	34.90K	29.29K	+19.1%	$22.29M	0.1%
EWY iShares MSCI South…	108.87K	103.36K	+5.3%	$21.98M	0.1%	●●○○○○
TMO Thermo Fisher…	43.09K	39.98K	+7.8%	$21.62M	0.1%
SPSM State Street SPDR…	374.70K	366.58K	+2.2%	$21.61M	0.1%
HON Honeywell International…	47.93K	95.47K	+5.3% ✂	$10.73M	0.0%
EQIX Equinix, Inc.	20.43K	18.94K	+7.9%	$21.29M	0.1%	●●○○○○
DIS The Walt Disney Company	219.84K	201.31K	+9.2%	$21.27M	0.1%
EWL iShares MSCI…	337.13K	293.51K	+14.9%	$21.19M	0.1%	●●○○○○
ASML ASML Holding N.V.	10.49K	10.46K	+0.2%	$20.87M	0.1%
TIP iShares TIPS Bond ETF	183.10K	118.82K	+54.1%	$20.04M	0.1%
SIZE	109.02K	103.69K	+5.1%	$19.44M	0.1%
GILD Gilead Sciences, Inc.	153.82K	120.59K	+27.6%	$19.43M	0.1%
ICE Intercontinental…	123.04K	122.78K	+0.2%	$15.15M	0.1%
BIV Vanguard…	245.43K	243.20K	+0.9%	$18.82M	0.1%	●●○○○○
MNST Monster Beverage…	193.47K	186.62K	+3.7%	$18.60M	0.1%
VDC Vanguard Consumer…	81.93K	79.96K	+2.5%	$18.48M	0.1%	●●○○○○
XLU State Street Utilities…	402.42K	390.72K	+3.0%	$18.25M	0.1%
SMH VanEck Semiconductor ETF	27.38K	25.82K	+6.1%	$17.96M	0.1%
SPMD State Street SPDR…	265.66K	255.77K	+3.9%	$17.95M	0.1%	●●○○○○
WMB The Williams Companies…	238.01K	55.88K	+325.9%	$17.69M	0.1%	●●○○○○
VZ Verizon Communications…	417.52K	341.14K	+22.4%	$17.68M	0.1%	●●○○○○
OKE ONEOK, Inc.	202.98K	77.36K	+162.4%	$17.65M	0.1%	●●○○○○
INDA iShares MSCI India ETF	356.62K	304.87K	+17.0%	$17.61M	0.1%	●●○○○○
USRT iShares Core U.S. REIT…	252.53K	243.68K	+3.6%	$16.78M	0.1%
UBER Uber Technologies, Inc.	228.19K	181.77K	+25.5%	$16.47M	0.1%
DVY iShares Select Dividend…	104.54K	101.35K	+3.1%	$16.34M	0.1%

有価証券	株数	前期	変化	時価	ウェイト	連続記録
SPY State Street SPDR S&P…	4.17M	4.34M	-3.7%	$3.13B	11.2%
BSCR Invesco BulletShares…	54.89M	70.69M	-22.4%	$1.08B	3.9%
AAPL Apple Inc.	3.80M	3.84M	-1.0%	$1.10B	4.0%	●●○○○○
BSCQ Invesco BulletShares…	48.09M	53.57M	-10.2%	$938.89M	3.4%	●●○○○○
FTEC Fidelity MSCI…	2.01M	2.18M	-7.7%	$573.77M	2.1%
IVW iShares S&P 500 Growth…	3.64M	3.87M	-6.1%	$500.22M	1.8%
QQQ Invesco QQQ Trust…	413.97K	448.68K	-7.7%	$305.02M	1.1%
IVV iShares Core S&P 500 ETF	374.93K	420.40K	-10.8%	$280.78M	1.0%	●●○○○○
ITOT iShares Core S&P Total…	1.63M	1.71M	-4.5%	$268.52M	1.0%	●●○○○○
VOO Vanguard S&P 500 ETF	384.14K	401.69K	-4.4%	$263.87M	0.9%	●●○○○○
WT WisdomTree, Inc.	814.16K	3.87M	-79.0%	$40.29M	0.1%	●●○○○○
VGT Vanguard Information…	1.75M	218.62K	-0.1% ✂	$208.79M	0.8%
FNCL	2.55M	2.67M	-4.3%	$195.57M	0.7%	●●○○○○
TEND	629.09K	6.97M	-91.0%	$17.14M	0.1%
FIDU	1.67M	1.74M	-3.8%	$166.55M	0.6%	●●○○○○
VTI Vanguard Morningstar…	437.76K	451.16K	-3.0%	$161.99M	0.6%	●●○○○○
FHLC Fidelity MSCI Health…	2.09M	2.16M	-3.2%	$161.54M	0.6%
IWF iShares Russell 1000…	1.29M	326.30K	-1.3% ✂	$160.02M	0.6%	●●○○○○
BRK-B Berkshire Hathaway Inc.	290.18K	325.16K	-10.8%	$145.20M	0.5%
FDIS	1.44M	1.50M	-4.5%	$147.68M	0.5%
TSLA Tesla, Inc.	349.08K	364.69K	-4.3%	$146.82M	0.5%	●●○○○○
BSCU Invesco BulletShares…	8.36M	8.44M	-0.9%	$139.14M	0.5%
FCOM	1.96M	2.04M	-3.8%	$136.13M	0.5%	●●○○○○
AMAT Applied Materials, Inc.	188.97K	196.07K	-3.6%	$136.62M	0.5%	●●○○○○
PNC The PNC Financial…	505.74K	513.63K	-1.5%	$124.52M	0.4%
GLD SPDR Gold Shares	98.14K	277.50K	-64.6%	$36.15M	0.1%	●●○○○○
BSCT Invesco BulletShares…	5.82M	6.35M	-8.2%	$108.20M	0.4%	●●○○○○
IWY iShares Russell Top 200…	402.31K	426.27K	-5.6%	$116.92M	0.4%	●●○○○○
IWV iShares Russell 3000 ETF	268.92K	274.95K	-2.2%	$114.67M	0.4%	●●○○○○
BAPR	2.14M	2.19M	-2.3%	$114.23M	0.4%	●●○○○○
IBDT iShares iBonds Dec 2028…	4.22M	4.48M	-5.6%	$106.67M	0.4%
LRCX Lam Research Corporation	256.24K	268.20K	-4.5%	$111.09M	0.4%	●●○○○○
TSM Taiwan Semiconductor…	223.76K	228.58K	-2.1%	$107.05M	0.4%	●●○○○○
VTV Vanguard Morningstar…	404.01K	519.06K	-22.2%	$88.05M	0.3%	●●○○○○
BSCS Invesco BulletShares…	4.56M	4.92M	-7.3%	$92.92M	0.3%	●●○○○○
IWB iShares Russell 1000 ETF	118.49K	272.50K	-56.5%	$48.52M	0.2%	●●○○○○
IWX iShares Russell Top 200…	911.73K	966.58K	-5.7%	$95.88M	0.3%	●●○○○○
GS The Goldman Sachs…	93.49K	98.20K	-4.8%	$94.56M	0.3%	●●○○○○
PANW Palo Alto Networks, Inc.	266.64K	282.97K	-5.8%	$90.93M	0.3%	●●○○○○
SCHG Schwab U.S. Large-Cap…	665.08K	3.11M	-78.6%	$22.51M	0.1%	●●○○○○
CAT Caterpillar Inc.	76.67K	77.44K	-1.0%	$81.65M	0.3%	●●○○○○
VEA Vanguard FTSE Developed…	790.89K	1.27M	-37.9%	$56.35M	0.2%
JPST JPMorgan Ultra-Short…	685.79K	1.61M	-57.4%	$34.68M	0.1%
IJR iShares Core S&P…	440.42K	632.97K	-30.4%	$65.32M	0.2%
KLAC KLA Corporation	258.94K	27.42K	-5.6% ✂	$78.13M	0.3%	●●○○○○
XLG Invesco S&P 500 Top 50…	1.26M	1.33M	-5.2%	$77.01M	0.3%
SHY iShares 1-3 Year…	814.97K	929.81K	-12.3%	$66.92M	0.2%
VUG Vanguard Morningstar…	880.46K	174.33K	-15.8% ✂	$75.84M	0.3%	●●○○○○
IBDU iShares iBonds Dec 2029…	2.85M	3.27M	-12.7%	$66.07M	0.2%
KRMN Karman Holdings Inc.	416.12K	926.00K	-55.1%	$20.77M	0.1%
FSTA	1.32M	1.36M	-2.7%	$69.43M	0.2%
IWM iShares Russell 2000 ETF	235.92K	236.64K	-0.3%	$70.88M	0.3%
IWD iShares Russell 1000…	284.96K	309.81K	-8.0%	$69.08M	0.2%
AGG iShares Core U.S.…	544.63K	621.22K	-12.3%	$53.91M	0.2%
FENY	1.70M	1.76M	-3.3%	$50.21M	0.2%
VV Vanguard Morningstar…	112.87K	194.30K	-41.9%	$38.82M	0.1%
XLK State Street Technology…	300.65K	327.34K	-8.2%	$57.28M	0.2%
MCK McKesson Corporation	60.02K	61.05K	-1.7%	$45.39M	0.2%	●●○○○○
MA Mastercard Incorporated	101.37K	101.68K	-0.3%	$52.07M	0.2%	●●○○○○
IWS iShares Russell Mid-Cap…	308.88K	321.23K	-3.8%	$50.84M	0.2%
GE GE Aerospace	132.69K	133.67K	-0.7%	$49.59M	0.2%
SCHW The Charles Schwab…	482.95K	502.61K	-3.9%	$44.56M	0.2%	●●○○○○
ETN Eaton Corporation plc	108.84K	109.72K	-0.8%	$46.38M	0.2%	●●○○○○
MGK Vanguard Morningstar…	499.84K	103.17K	-3.1% ✂	$43.94M	0.2%	●●○○○○
IBDV iShares iBonds Dec 2030…	1.60M	1.98M	-19.2%	$34.88M	0.1%
IEMG iShares Core MSCI…	522.31K	551.03K	-5.2%	$43.27M	0.2%	●●○○○○
JIVE JPMorgan International…	172.10K	496.32K	-65.3%	$15.83M	0.1%	●●○○○○
PWR Quanta Services, Inc.	58.42K	63.06K	-7.4%	$42.06M	0.2%	●●○○○○
XBAP	968.75K	1.05M	-7.6%	$40.64M	0.1%	●●○○○○
VONG Vanguard Russell 1000…	308.35K	330.90K	-6.8%	$39.41M	0.1%	●●○○○○
VB Vanguard Morningstar…	127.59K	146.10K	-12.7%	$38.68M	0.1%
DE Deere & Company	59.86K	61.76K	-3.1%	$38.05M	0.1%	●●○○○○
FMAT	631.69K	654.66K	-3.5%	$36.96M	0.1%
JBHT J.B. Hunt Transport…	129.60K	142.07K	-8.8%	$37.51M	0.1%	●●○○○○
IGM iShares Expanded Tech…	229.13K	229.47K	-0.1%	$37.48M	0.1%	●●○○○○
MTUM iShares MSCI USA…	104.73K	155.22K	-32.5%	$35.91M	0.1%
MDY State Street SPDR S&P…	50.86K	54.34K	-6.4%	$35.82M	0.1%	●●○○○○
QCOM QUALCOMM Incorporated	185.93K	189.33K	-1.8%	$34.36M	0.1%	●●○○○○
ACWI iShares MSCI ACWI ETF	217.93K	219.75K	-0.8%	$34.21M	0.1%	●●○○○○
FUTY Fidelity MSCI Utilities…	551.57K	570.56K	-3.3%	$32.22M	0.1%	●●○○○○
GLW Corning Inc	131.04K	149.65K	-12.4%	$33.47M	0.1%
USMF	5.05K	673.64K	-99.2%	$273,900	0.0%	●●○○○○
VWO Vanguard FTSE Emerging…	548.84K	612.41K	-10.4%	$32.76M	0.1%	●●○○○○
FREL	1.11M	1.16M	-3.9%	$32.61M	0.1%	●●○○○○
EFA iShares MSCI EAFE ETF	311.36K	313.28K	-0.6%	$32.34M	0.1%
NEE NextEra Energy, Inc.	330.32K	331.02K	-0.2%	$28.99M	0.1%
VONV Vanguard Russell 1000…	277.63K	279.08K	-0.5%	$29.51M	0.1%	●●○○○○
ZBH Zimmer Biomet Holdings…	317.05K	323.51K	-2.0%	$27.36M	0.1%
SNOW Snowflake Inc.	114.21K	119.96K	-4.8%	$29.07M	0.1%
EFV iShares MSCI EAFE Value…	141.91K	385.06K	-63.1%	$10.86M	0.0%	●●○○○○
VTWO Vanguard Russell 2000…	234.83K	276.95K	-15.2%	$28.51M	0.1%	●●○○○○
GD General Dynamics…	77.91K	82.49K	-5.6%	$27.60M	0.1%	●●○○○○
AMGN Amgen Inc.	77.97K	78.36K	-0.5%	$28.24M	0.1%
IWP iShares Russell Mid-Cap…	192.60K	193.24K	-0.3%	$28.20M	0.1%	●●○○○○
VXF Vanguard Extended…	108.69K	135.80K	-20.0%	$26.76M	0.1%	●●○○○○
FTNT Fortinet, Inc.	179.68K	185.05K	-2.9%	$27.60M	0.1%
ISRG Intuitive Surgical, Inc.	56.81K	59.71K	-4.9%	$22.59M	0.1%	●●○○○○
VGSH Vanguard Short-Term…	203.16K	440.48K	-53.9%	$11.82M	0.0%	●●○○○○
NVT nVent Electric plc	149.13K	167.38K	-10.9%	$25.29M	0.1%	●●○○○○
LNG Cheniere Energy, Inc.	84.03K	86.62K	-3.0%	$20.09M	0.1%
EFG iShares MSCI EAFE…	76.02K	211.43K	-64.0%	$9.46M	0.0%
SBUX Starbucks Corporation	229.92K	245.19K	-6.2%	$23.50M	0.1%
DELL Dell Technologies Inc.	54.28K	55.05K	-1.4%	$23.42M	0.1%
PSEP	507.49K	509.85K	-0.5%	$23.37M	0.1%	●●○○○○
VT Vanguard Total World…	142.95K	158.19K	-9.6%	$22.44M	0.1%	●●○○○○
EMR Emerson Electric Co.	154.77K	159.63K	-3.0%	$22.16M	0.1%	●●○○○○
CFR Cullen/Frost Bankers…	141.94K	149.98K	-5.4%	$21.93M	0.1%
AMT American Tower…	125.80K	126.20K	-0.3%	$20.78M	0.1%	●●○○○○
GBCI Glacier Bancorp, Inc.	413.61K	417.25K	-0.9%	$21.33M	0.1%	●●○○○○
ABT Abbott Laboratories	192.97K	204.09K	-5.5%	$17.51M	0.1%	●●○○○○
TPL Texas Pacific Land…	36.30K	44.01K	-17.5%	$15.89M	0.1%
VEU Vanguard FTSE All-World…	247.29K	251.08K	-1.5%	$20.71M	0.1%	●●○○○○
SCHD Schwab U.S. Dividend…	633.86K	642.57K	-1.4%	$20.10M	0.1%	●●○○○○
APH Amphenol Corporation	112.54K	113.11K	-0.5%	$19.86M	0.1%	●●○○○○
ZTEN	339.69K	364.74K	-6.9%	$17.13M	0.1%	●●○○○○
AIQ Global X - Artificial…	211.67K	383.46K	-44.8%	$13.89M	0.1%
ZTRE	325.86K	349.67K	-6.8%	$16.47M	0.1%	●●○○○○
VNQ Vanguard Real Estate ETF	182.32K	183.40K	-0.6%	$17.58M	0.1%
SCHF Schwab International…	622.73K	635.21K	-2.0%	$17.25M	0.1%	●●○○○○
VMBS Vanguard…	145.61K	359.92K	-59.5%	$6.82M	0.0%

有価証券	株数	前期	変化	時価	ウェイト
WS Worthington Steel, Inc.	—	161.98K	退出	$4.92M	0.0%
KYN	—	343.77K	退出	$4.91M	0.0%
WOR Worthington Industries…	—	36.83K	退出	$1.92M	0.0%
GKOS Glaukos Corporation	—	14.82K	退出	$1.60M	0.0%
SMG The Scotts Miracle-Gro…	—	25.41K	退出	$1.55M	0.0%
FLMI	—	54.25K	退出	$1.34M	0.0%
PHYS Sprott Physical Gold…	—	37.67K	退出	$1.34M	0.0%
PNNT	—	246.31K	退出	$1.13M	0.0%
HTBK	—	78.89K	退出	$994,866	0.0%
ACI Albertsons Companies…	—	58.28K	退出	$993,172	0.0%
CVNA Carvana Co.	—	2.71K	退出	$853,678	0.0%
CTSH Cognizant Technology…	—	13.76K	退出	$844,058	0.0%
IQQQ	—	19.64K	退出	$818,640	0.0%
BFEB	—	16.70K	退出	$796,623	0.0%
SLRC	—	53.38K	退出	$763,896	0.0%
RKT Rocket Companies, Inc.	—	46.07K	退出	$656,504	0.0%
BGB	—	56.85K	退出	$633,855	0.0%
ISCG	—	11.12K	退出	$609,557	0.0%
ABR Arbor Realty Trust	—	78.75K	退出	$607,156	0.0%
BSL	—	45.80K	退出	$593,175	0.0%
SGOL abrdn Physical Gold…	—	12.39K	退出	$553,020	0.0%
TPH Tri Pointe Homes, Inc.	—	11.56K	退出	$540,198	0.0%
IR Ingersoll Rand Inc.	—	6.55K	退出	$525,187	0.0%
TYL Tyler Technologies, Inc.	—	1.52K	退出	$520,536	0.0%
USFD US Foods Holding Corp.	—	5.28K	退出	$486,539	0.0%
MTDR Matador Resources…	—	7.64K	退出	$482,695	0.0%
WTW Willis Towers Watson…	—	1.63K	退出	$475,711	0.0%
OXLC	—	46.47K	退出	$454,485	0.0%
BLCN	—	21.28K	退出	$446,625	0.0%
BCO The Brink's Company	—	4.29K	退出	$444,469	0.0%
FIS Fidelity National…	—	9.29K	退出	$435,706	0.0%
FROG JFrog Ltd.	—	9.27K	退出	$434,851	0.0%
THC Tenet Healthcare…	—	2.26K	退出	$427,066	0.0%
AL Air Lease Corporation	—	6.45K	退出	$419,746	0.0%
TPVG	—	83.57K	退出	$417,014	0.0%
IYJ iShares U.S.…	—	2.79K	退出	$411,351	0.0%
AFB	—	37.54K	退出	$401,288	0.0%
IBN ICICI Bank Limited	—	15.23K	退出	$394,390	0.0%
ALNY Alnylam…	—	1.18K	退出	$390,484	0.0%
FCNCA First Citizens…	—	206	退出	$389,768	0.0%
FTMH	—	33.30K	退出	$383,949	0.0%
WCMI	—	22.86K	退出	$383,428	0.0%
PTY	—	30.95K	退出	$373,467	0.0%
SIVR abrdn Physical Silver…	—	4.97K	退出	$355,973	0.0%
ALSN Allison Transmission…	—	2.92K	退出	$341,989	0.0%
SE Sea Limited	—	4.10K	退出	$339,931	0.0%
SSREF Swiss Re AG	—	11.43K	退出	$335,981	0.0%
HAS Hasbro, Inc.	—	3.57K	退出	$334,464	0.0%
CTRA Coterra Energy Inc.	—	9.33K	退出	$327,955	0.0%
INSM Insmed Incorporated	—	1.98K	退出	$324,025	0.0%
BMRN BioMarin Pharmaceutical…	—	5.72K	退出	$323,134	0.0%
CEF Sprott Physical Gold…	—	6.73K	退出	$321,108	0.0%
LIT	—	4.29K	退出	$318,736	0.0%
FOX Fox Corporation	—	5.95K	退出	$315,743	0.0%
NULV Nuveen ESG Large-Cap…	—	6.75K	退出	$307,192	0.0%
MTBA	—	6.09K	退出	$301,214	0.0%
DRS Leonardo DRS, Inc.	—	6.74K	退出	$300,157	0.0%
CNP CenterPoint Energy, Inc.	—	6.83K	退出	$295,037	0.0%
DOCS Doximity, Inc.	—	12.66K	退出	$294,928	0.0%
ITT ITT Inc.	—	1.54K	退出	$294,271	0.0%
FLOT iShares Floating Rate…	—	5.77K	退出	$293,930	0.0%
GLOB Globant S.A.	—	6.24K	退出	$287,726	0.0%
BGH	—	20.73K	退出	$285,735	0.0%
REM	—	13.14K	退出	$282,222	0.0%
COM	—	8.31K	退出	$278,967	0.0%
AER AerCap Holdings N.V.	—	2.00K	退出	$273,729	0.0%
ESPR	—	99.14K	退出	$271,641	0.0%
SEB Seaboard Corporation	—	48	退出	$271,393	0.0%
UGI UGI Corporation	—	7.34K	退出	$269,901	0.0%
SFM Sprouts Farmers Market…	—	3.49K	退出	$269,365	0.0%
RNR RenaissanceRe Holdings…	—	894	退出	$265,736	0.0%
IYC	—	2.73K	退出	$264,923	0.0%
SCI Service Corporation…	—	3.21K	退出	$264,583	0.0%
CPNG Coupang, Inc.	—	13.87K	退出	$261,816	0.0%
FFC	—	16.89K	退出	$261,704	0.0%
UI Ubiquiti Inc.	—	331	退出	$261,688	0.0%
DY Dycom Industries, Inc.	—	762	退出	$258,357	0.0%
HDMV	—	7.01K	退出	$258,136	0.0%
HL Hecla Mining Company	—	13.77K	退出	$256,520	0.0%
SON Sonoco Products Company	—	4.71K	退出	$254,565	0.0%
FLS Flowserve Corporation	—	3.45K	退出	$254,320	0.0%
AVY Avery Dennison…	—	1.47K	退出	$253,437	0.0%
GSIE Goldman Sachs…	—	5.86K	退出	$252,828	0.0%
MDU MDU Resources Group…	—	12.12K	退出	$252,346	0.0%
BIDU Baidu, Inc.	—	2.26K	退出	$251,897	0.0%
TECL	—	2.91K	退出	$251,687	0.0%
DXC DXC Technology Company	—	19.75K	退出	$248,320	0.0%
EAGG iShares ESG Aware U.S.…	—	5.18K	退出	$246,106	0.0%
GLTR abrdn Physical Precious…	—	1.12K	退出	$245,841	0.0%
QMFE	—	11.00K	退出	$243,980	0.0%
CGW	—	3.80K	退出	$243,047	0.0%
CHWY Chewy, Inc.	—	8.97K	退出	$242,190	0.0%
IBP Installed Building…	—	909	退出	$241,267	0.0%
KNF Knife River Corporation	—	2.95K	退出	$240,786	0.0%
SF Stifel Financial Corp	—	3.23K	退出	$238,773	0.0%
EEFT Euronet Worldwide, Inc.	—	3.57K	退出	$237,074	0.0%
DKS DICK'S Sporting Goods…	—	1.18K	退出	$235,526	0.0%
PHO	—	3.50K	退出	$234,157	0.0%
DV DoubleVerify Holdings…	—	24.61K	退出	$233,833	0.0%
ELAN Elanco Animal Health…	—	9.61K	退出	$230,068	0.0%
KEY KeyCorp	—	11.47K	退出	$229,901	0.0%
BIO Bio-Rad Laboratories…	—	808	退出	$225,230	0.0%
AVAV AeroVironment, Inc.	—	1.23K	退出	$224,785	0.0%
GMED Globus Medical, Inc.	—	2.56K	退出	$220,656	0.0%
AGOX	—	8.22K	退出	$218,763	0.0%
ZBRA Zebra Technologies…	—	1.04K	退出	$216,923	0.0%
LECO Lincoln Electric…	—	866	退出	$216,682	0.0%
RL Ralph Lauren Corporation	—	624	退出	$215,564	0.0%
BMNR Bitmine Immersion…	—	10.69K	退出	$211,404	0.0%
GME GameStop Corp.	—	9.13K	退出	$210,470	0.0%
EFOR Everforth, Inc.	—	5.38K	退出	$208,299	0.0%
PODD Insulet Corp.	—	991	退出	$208,208	0.0%
CXT Crane NXT, Co.	—	5.12K	退出	$207,861	0.0%
ANF Abercrombie & Fitch Co.	—	2.26K	退出	$206,331	0.0%
PCYO	—	20.41K	退出	$205,284	0.0%
FDL First Trust Morningstar…	—	4.03K	退出	$204,709	0.0%
FRPT Freshpet, Inc.	—	3.47K	退出	$204,643	0.0%
VONE Vanguard Russell 1000…	—	691	退出	$204,102	0.0%
G Genpact Limited	—	5.43K	退出	$202,276	0.0%
WEX WEX Inc.	—	1.32K	退出	$201,859	0.0%

原資産	タイプ	原資産株式数	報告済み評価額
SPY	Put	4.79M	$3.57B
SPY	Call	4.59M	$3.43B
QQQ	Put	555.00K	$408.70M
AAPL	Put	795.70K	$230.24M
NVDA	Put	807.60K	$161.59M
MSFT	Put	404.70K	$150.96M
MU	Put	69.80K	$80.57M
AVGO	Put	139.50K	$52.70M
WAB	Put	182.30K	$49.15M
KRMN	Put	870.00K	$43.43M
AMZN	Put	168.40K	$40.14M
GOOGL	Put	80.10K	$28.63M
IWM	Put	84.90K	$25.51M
PLTR	Put	206.90K	$24.14M
TSLA	Put	54.50K	$22.92M
INTC	Put	148.30K	$20.71M
GOOG	Put	57.40K	$20.28M
AMD	Put	33.40K	$19.40M
META	Put	32.20K	$18.14M
LRCX	Put	38.30K	$16.60M
IWM	Call	52.70K	$15.83M
XONA.DE	Put	102.60K	$14.03M
STX	Put	13.20K	$12.74M
MSFT	Call	30.00K	$11.19M
LLY	Put	8.60K	$10.32M
UNH	Put	24.10K	$10.02M
EFA	Put	90.90K	$9.44M
SNDK	Put	4.10K	$9.32M
WDC	Put	14.10K	$9.01M
ORCL	Put	60.10K	$8.81M
QQQ	Call	11.10K	$8.17M
BRK-B	Put	15.10K	$7.56M
V	Put	21.20K	$7.27M
CRCL	Put	93.30K	$5.84M
GE	Put	15.20K	$5.68M
JPM	Put	17.30K	$5.66M
NFLX	Put	76.40K	$5.45M
AXTI	Put	70.00K	$5.05M
SMH	Put	7.60K	$4.98M
GS	Put	4.90K	$4.96M
HOOD	Put	49.10K	$4.92M
JNJ	Put	18.30K	$4.65M
AVGO	Call	12.30K	$4.65M
QCOM	Put	25.10K	$4.64M
KLAC	Put	15.00K	$4.53M
ARES	Put	40.00K	$4.45M
CSCO	Put	36.80K	$4.32M
SSO	Put	63.00K	$4.24M
ABBV	Put	15.70K	$3.95M
HD	Put	11.10K	$3.91M
ETN	Put	9.10K	$3.88M
PWR	Put	5.10K	$3.67M
AMAT	Put	5.00K	$3.62M
MCK	Put	4.70K	$3.55M
IBM	Put	12.60K	$3.54M
SHW	Put	10.00K	$3.44M
EMR	Put	23.50K	$3.36M
IVV	Put	4.30K	$3.22M
WMT	Put	27.80K	$3.15M
PSX	Put	18.10K	$3.06M
DE	Put	4.80K	$3.04M
PH	Put	3.10K	$3.03M
NVDA	Call	14.90K	$2.98M
GLD	Put	7.80K	$2.87M
NEE	Put	32.20K	$2.83M
COST	Put	3.00K	$2.81M
TXN	Put	9.20K	$2.74M
MRSH	Put	16.30K	$2.72M
INTC	Call	19.40K	$2.71M
GEV	Put	2.20K	$2.58M
TWLO	Put	12.50K	$2.58M
CTAS	Put	15.00K	$2.55M
MET	Put	30.00K	$2.54M
AXTI	Call	35.00K	$2.52M
AMZN	Call	10.40K	$2.48M
NU	Put	170.00K	$2.27M
MAR	Put	6.10K	$2.26M
TQQQ	Put	27.60K	$2.24M
CVX	Put	13.30K	$2.20M
ASML	Put	1.10K	$2.19M
CAT	Put	2.00K	$2.13M
COF	Put	10.00K	$2.01M
IT	Put	15.00K	$1.94M
NOW	Put	18.80K	$1.87M
AAPL	Call	6.40K	$1.85M
SPGI	Put	4.80K	$1.85M
UPS	Put	17.00K	$1.83M
VOO	Put	2.60K	$1.79M
BKNG	Put	10.00K	$1.78M
SBAC	Put	10.00K	$1.76M
OKTA	Put	12.30K	$1.68M
ECL	Put	6.00K	$1.67M
ABNB	Put	10.80K	$1.55M
MCD	Put	5.70K	$1.54M
MPC	Put	5.90K	$1.51M
PEP	Put	11.00K	$1.49M
AMGN	Put	4.10K	$1.48M
BA	Put	6.70K	$1.45M
EEM	Put	20.80K	$1.42M
ADSK	Put	7.20K	$1.40M

13F はオプションの想定元本（原株数および市場価値）を報告しますが、行使価格、満期日、またはオプションが買い建てか売り建てかは開示されません — 方向性を推測することはできません。方法論

ポジション保有期間

2640–1 四半期

15632–4 四半期

現在の各ポジションが当社データウィンドウ内で報告された連続四半期数。

類似運用者

運用会社	共通ポジション	銘柄の重複	加重類似度
Susquehanna International Group, Llp	1576	24.0%	0.7977	比較 ⇄
Gotham Asset Management	1069	42.0%	0.7976	比較 ⇄
Jane Street Group, Llc	1308	22.3%	0.7855	比較 ⇄
D. E. Shaw & Co.	1077	27.1%	0.7544	比較 ⇄
Bridgewater Associates	638	29.2%	0.7394	比較 ⇄
Hrt Financial Lp	961	23.2%	0.7106	比較 ⇄
Rockefeller Capital Management L.P.	1647	33.9%	0.6865	比較 ⇄
Cerity Partners LLC	1459	40.5%	0.551	比較 ⇄

報告済みロングポジションのみの類似度 — ヘッジおよび13F対象外資産は含まれません。方法論

ファイリング記録

Aug 07 2026 13F-HR · 期間 Q2 2026

$36.83B · 3,398 保有銘柄件数 · SECオリジナル提出書類を表示 ↗

May 13 2026 13F-HR · 期間 Q1 2026

$32.69B · 3,257 保有銘柄件数 · SECオリジナル提出書類を表示 ↗

Feb 10 2026 13F-HR · 期間 Q4 2025

$33.45B · 3,256 保有銘柄件数 · SECオリジナル提出書類を表示 ↗

Nov 14 2025 13F-HR · 期間 Q3 2025

$31.93B · 3,223 保有銘柄件数 · SECオリジナル提出書類を表示 ↗

Aug 13 2025 13F-HR · 期間 Q2 2025

$25.67B · 3,046 保有銘柄件数 · SECオリジナル提出書類を表示 ↗

出典: SEC EDGAR 上の当該マネージャーの13F情報テーブルから解析されたすべての保有銘柄；報告値のまま、単位：米ドル（整数）。変化は、分割調整済み株数をもとに、各四半期の最新承認バージョン（修正版を含む）を比較。報告期間: Q2 2026 · 最新フィリング Aug 07, 2026 · 変化の算出方法

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Lido Advisors, LLC