TAP Consulting, LLC
CIK 1748930 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $489.1M
- ポジション
- 153
- 時点
- 2024年12月31日 Q4 2024時点のデータ
13F価値別で9,443件中 #3,829 位 · 40.5% トップ
- 上位10銘柄のウェイト
- 37.12%
- 上位25銘柄のウェイト
- 57.00%
- 1%超のポジション
- 30
- 実効ポジション数
- 34.0
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
- 新規ポジション
- 153
- 増加
- 0
- 減少
- 0
- クローズ
- 0
このページについて
セクター別内訳
Industrials
2.4%
Technology
2.0%
Financials
1.3%
Retail
1.2%
Materials
1.1%
Healthcare
1.0%
Real Estate
0.8%
Communication Services
0.2%
Consumer products
0.2%
Financial Services
0.2%
Utilities
0.1%
Consumer Discretionary
0.1%
その他/マッピングなし
89.4%
ポートフォリオ全体 153 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| NEAR | $64,602,979 | 13.21% | 1,279,267 | 上昇 ×1 | |||
| MOAT | $20,557,488 | 4.20% | 221,704 | 上昇 ×1 | |||
| SPY SPY | $16,733,874 | 3.42% | 28,552 | 上昇 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $15,295,556 | 3.13% | 29,919 | 上昇 ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $13,351,404 | 2.73% | 152,884 | 上昇 ×1 | |||
| LMBS First Trust Low Duration Opportunities ETF | $12,435,002 | 2.54% | 255,496 | 上昇 ×1 | |||
| VTI | $10,246,662 | 2.10% | 35,356 | 上昇 ×1 | |||
| IJH | $10,224,263 | 2.09% | 164,087 | 上昇 ×1 | |||
| IWM | $9,946,149 | 2.03% | 45,013 | 上昇 ×1 | |||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $8,174,479 | 1.67% | 228,019 | 上昇 ×1 | |||
| SCHJ | $8,143,898 | 1.67% | 334,109 | 上昇 ×1 | |||
| FSIG | $7,195,114 | 1.47% | 381,299 | 上昇 ×1 | |||
| CSA | $7,127,957 | 1.46% | 96,337 | 上昇 ×1 | |||
| CDL VictoryShares US Large Cap High Div Volatility Wtd ETF | $6,955,810 | 1.42% | 106,477 | 上昇 ×1 | |||
| VFH | $6,946,797 | 1.42% | 58,836 | 上昇 ×1 | |||
| CFA VictoryShares US 500 Volatility Wtd ETF | $6,908,762 | 1.41% | 81,366 | 上昇 ×1 | |||
| IEF iShares 7-10 Year Treasury Bond ETF | $6,758,719 | 1.38% | 73,107 | 上昇 ×1 | |||
| CIL VictoryShares International Volatility Wtd ETF | $6,386,608 | 1.31% | 152,739 | 上昇 ×1 | |||
| VHT | $6,108,933 | 1.25% | 24,080 | 上昇 ×1 | |||
| XLG | $6,017,303 | 1.23% | 120,442 | 上昇 ×1 | |||
| NOBL | $5,912,404 | 1.21% | 59,391 | 上昇 ×1 | |||
| PPTY | $5,828,683 | 1.19% | 181,297 | 上昇 ×1 | |||
| KBWY Invesco KBW Premium Yield Equity REIT ETF | $5,751,809 | 1.18% | 321,151 | 上昇 ×1 | |||
| EFA | $5,591,993 | 1.14% | 73,958 | 上昇 ×1 | |||
| XLSR | $5,564,916 | 1.14% | 104,134 | 上昇 ×1 | |||
| JPST | $5,475,328 | 1.12% | 108,702 | 上昇 ×1 | |||
| FTGC First Trust Global Tactical Commodity Strategy Fund | $5,470,225 | 1.12% | 228,593 | 上昇 ×1 | |||
| IMTB | $5,255,131 | 1.07% | 123,812 | 上昇 ×1 | |||
| AAPL Apple Inc. - Common Stock | $5,149,786 | 1.05% | 20,564 | 上昇 ×1 | |||
| SPMO | $4,935,676 | 1.01% | 51,949 | 上昇 ×1 | |||
| SRVR | $4,698,420 | 0.96% | 156,718 | 上昇 ×1 | |||
| NLR | $4,694,255 | 0.96% | 57,712 | 上昇 ×1 | |||
| ALB Albemarle Corporation Common Stock | $4,333,258 | 0.89% | 50,340 | 上昇 ×1 | |||
| BUG Global X Cybersecurity ETF | $4,200,267 | 0.86% | 130,890 | 上昇 ×1 | |||
| EQR Equity Residential Common Shares of Beneficial Interest | $4,051,760 | 0.83% | 56,463 | 上昇 ×1 | |||
| MODL VictoryShares WestEnd U.S. Sector ETF | $3,546,597 | 0.73% | 88,158 | 上昇 ×1 | |||
| VFLO VictoryShares Free Cash Flow ETF | $3,523,618 | 0.72% | 103,362 | 上昇 ×1 | |||
| XLK XLK | $3,522,182 | 0.72% | 15,148 | 上昇 ×1 | |||
| WST West Pharmaceutical Services, Inc. Common Stock | $3,459,843 | 0.71% | 10,562 | 上昇 ×1 | |||
| GLD | $3,209,676 | 0.66% | 13,256 | 上昇 ×1 | |||
| BMI Badger Meter, Inc. Common Stock | $3,160,235 | 0.65% | 14,898 | 上昇 ×1 | |||
| XLE XLE | $3,122,983 | 0.64% | 36,458 | 上昇 ×1 | |||
| FDN | $3,120,115 | 0.64% | 12,831 | 上昇 ×1 | |||
| CTAS Cintas Corporation - Common Stock | $3,066,626 | 0.63% | 16,785 | 上昇 ×1 | |||
| RSP | $3,060,945 | 0.63% | 17,468 | 上昇 ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $3,047,266 | 0.62% | 12,347 | 上昇 ×1 | |||
| HYLS First Trust Tactical High Yield ETF | $3,009,165 | 0.62% | 72,808 | 上昇 ×1 | |||
| COWZ | $2,987,517 | 0.61% | 52,895 | 上昇 ×1 | |||
| ROP Roper Technologies, Inc. - Common Stock | $2,950,795 | 0.60% | 5,676 | 上昇 ×1 | |||
| RNR RenaissanceRe Holdings Ltd. Common Stock | $2,926,725 | 0.60% | 11,763 | 上昇 ×1 | |||
| BRO Brown & Brown, Inc. Common Stock | $2,926,063 | 0.60% | 28,681 | 上昇 ×1 | |||
| SCHB | $2,804,067 | 0.57% | 123,527 | 上昇 ×1 | |||
| SCHR | $2,776,813 | 0.57% | 114,319 | 上昇 ×1 | |||
| BITB | $2,760,952 | 0.56% | 54,296 | 上昇 ×1 | |||
| SCHQ | $2,681,571 | 0.55% | 85,319 | 上昇 ×1 | |||
| XLU XLU | $2,609,720 | 0.53% | 34,479 | 上昇 ×1 | |||
| FTGS First Trust Growth Strength ETF | $2,559,233 | 0.52% | 81,504 | 上昇 ×1 | |||
| PH Parker-Hannifin Corporation Common Stock | $2,526,993 | 0.52% | 3,973 | 上昇 ×1 | |||
| NDSN Nordson Corporation - Common Stock | $2,430,471 | 0.50% | 11,616 | 上昇 ×1 | |||
| FTLS | $2,328,933 | 0.48% | 35,389 | 上昇 ×1 | |||
| SCHC | $2,315,266 | 0.47% | 67,441 | 上昇 ×1 | |||
| SCHF | $2,293,263 | 0.47% | 123,960 | 上昇 ×1 | |||
| FXN | $2,253,916 | 0.46% | 137,939 | 上昇 ×1 | |||
| CLOI | $2,242,515 | 0.46% | 42,496 | 上昇 ×1 | |||
| SKYY First Trust Cloud Computing ETF | $2,237,074 | 0.46% | 18,780 | 上昇 ×1 | |||
| ITA ITA | $2,195,803 | 0.45% | 15,107 | 上昇 ×1 | |||
| TGT Target Corporation Common Stock | $2,176,266 | 0.44% | 16,099 | 上昇 ×1 | |||
| IWO | $2,170,163 | 0.44% | 7,540 | 上昇 ×1 | |||
| INDA | $2,082,379 | 0.43% | 39,559 | 上昇 ×1 | |||
| HACK | $2,034,954 | 0.42% | 27,318 | 上昇 ×1 | |||
| VUG | $2,014,477 | 0.41% | 4,908 | 上昇 ×1 | |||
| AVLV | $2,007,908 | 0.41% | 30,072 | 上昇 ×1 | |||
| VOO | $1,957,021 | 0.40% | 3,632 | 上昇 ×1 | |||
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $1,901,262 | 0.39% | 15,931 | 上昇 ×1 | |||
| DRIV Global X Autonomous & Electric Vehicles ETF | $1,900,807 | 0.39% | 82,788 | 上昇 ×1 | |||
| FBT | $1,863,419 | 0.38% | 11,211 | 上昇 ×1 | |||
| IAK | $1,816,490 | 0.37% | 14,363 | 上昇 ×1 | |||
| REZ | $1,748,715 | 0.36% | 21,584 | 上昇 ×1 | |||
| XLRE XLRE | $1,743,587 | 0.36% | 42,872 | 上昇 ×1 | |||
| CALF | $1,648,562 | 0.34% | 37,459 | 上昇 ×1 | |||
| SDSI American Century Short Duration Strategic Income ETF | $1,553,774 | 0.32% | 30,550 | 上昇 ×1 | |||
| AVUV | $1,543,529 | 0.32% | 15,990 | 上昇 ×1 | |||
| USDU | $1,536,431 | 0.31% | 55,547 | 上昇 ×1 | |||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $1,530,075 | 0.31% | 53,368 | 上昇 ×1 | |||
| PINK | $1,522,241 | 0.31% | 51,323 | 上昇 ×1 | |||
| FMF | $1,479,830 | 0.30% | 31,102 | 上昇 ×1 | |||
| XLC XLC | $1,368,023 | 0.28% | 14,131 | 上昇 ×1 | |||
| PAVE | $1,339,793 | 0.27% | 33,155 | 上昇 ×1 | |||
| VTV | $1,315,746 | 0.27% | 7,772 | 上昇 ×1 | |||
| VBK | $1,252,021 | 0.26% | 4,471 | 上昇 ×1 | |||
| FIW | $1,251,618 | 0.26% | 12,265 | 上昇 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $1,188,508 | 0.24% | 2,030 | 上昇 ×1 | |||
| FLQM | $1,163,267 | 0.24% | 21,419 | 上昇 ×1 | |||
| VNQ | $1,120,763 | 0.23% | 12,582 | 上昇 ×1 | |||
| IAU | $1,120,758 | 0.23% | 22,637 | 上昇 ×1 | |||
| VRIG Invesco Variable Rate Investment Grade ETF | $1,108,612 | 0.23% | 44,141 | 上昇 ×1 | |||
| SPYM | $1,047,951 | 0.21% | 15,201 | 上昇 ×1 | |||
| SDCI | $971,977 | 0.20% | 50,053 | 上昇 ×1 | |||
| DTRE | $916,313 | 0.19% | 24,335 | 上昇 ×1 | |||
| IEI iShares 3-7 Year Treasury Bond ETF | $888,687 | 0.18% | 7,691 | 上昇 ×1 | |||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| NEAR | $64,602,979 | 1,279,267 | 13.21% |
| MOAT | $20,557,488 | 221,704 | 4.20% |
| SPY | $16,733,874 | 28,552 | 3.42% |
| QQQ | $15,295,556 | 29,919 | 3.13% |
| TLT | $13,351,404 | 152,884 | 2.73% |
| LMBS | $12,435,002 | 255,496 | 2.54% |
| VTI | $10,246,662 | 35,356 | 2.10% |
| IJH | $10,224,263 | 164,087 | 2.09% |
| IWM | $9,946,149 | 45,013 | 2.03% |
| SDVY | $8,174,479 | 228,019 | 1.67% |
| SCHJ | $8,143,898 | 334,109 | 1.67% |
| FSIG | $7,195,114 | 381,299 | 1.47% |
| CSA | $7,127,957 | 96,337 | 1.46% |
| CDL | $6,955,810 | 106,477 | 1.42% |
| VFH | $6,946,797 | 58,836 | 1.42% |