TIMEFOLIO · 해외 · 기준일 2026-08-07 · 매일 자동 업데이트
| # | 종목명 | 비중 |
|---|---|---|
| 1 | NVIDIA Corp NVDA US EQUITY | 6.78% |
| 2 | Microsoft Corp MSFT US EQUITY | 5.98% |
| 3 | Amazon.com Inc AMZN US EQUITY | 5.00% |
| 4 | Alphabet Inc GOOGL US EQUITY | 4.94% |
| 5 | Sandisk Corp SNDK US EQUITY | 4.91% |
| 6 | Intel Corp INTC US EQUITY | 4.84% |
| 7 | Advanced Micro Devices Inc AMD US EQUITY | 4.82% |
| 8 | Micron Technology Inc MU US EQUITY | 3.65% |
| 9 | NASDAQ 100 E-MINI INDEX SEPT 2026 NQU6 INDEX | 3.59% |
| 10 | Applied Optoelectronics Inc AAOI US EQUITY | 3.49% |
| 11 | Nebius Group NV NBIS US EQUITY | 3.22% |
| 12 | Credo Technology Group Holding Ltd CRDO US EQUITY | 2.93% |
| 13 | Broadcom Inc AVGO US EQUITY | 2.35% |
| 14 | Dell Technologies Inc DELL US EQUITY | 2.31% |
| 15 | SK hynix Inc SKHY US EQUITY | 2.01% |
| 16 | Apple Inc AAPL US EQUITY | 1.98% |
| 17 | Meta Platforms Inc META US EQUITY | 1.87% |
| 18 | Robinhood Markets Inc HOOD US EQUITY | 1.80% |
| 19 | Applied Materials Inc AMAT US EQUITY | 1.78% |
| 20 | Tower Semiconductor Ltd TSEM US EQUITY | 1.76% |
| 21 | Marvell Technology Inc MRVL US EQUITY | 1.66% |
| 22 | Coinbase Global Inc COIN US EQUITY | 1.64% |
| 23 | Teradyne Inc TER US EQUITY | 1.59% |
| 24 | Lumentum Holdings Inc LITE US EQUITY | 1.50% |
| 25 | Western Digital Corp WDC US EQUITY | 1.49% |
| 26 | Tesla Inc TSLA US EQUITY | 1.41% |
| 27 | Seagate Technology Holdings PLC STX US EQUITY | 1.40% |
| 28 | CoreWeave Inc CRWV US EQUITY | 1.23% |
| 29 | Vertiv Holdings Co VRT US EQUITY | 1.22% |
| 30 | ARM Holdings PLC ARM US EQUITY | 1.08% |
| 31 | Walmart Inc WMT US EQUITY | 1.07% |
| 32 | Eli Lilly & Co LLY US EQUITY | 1.06% |
| 33 | Lam Research Corp LRCX US EQUITY | 1.03% |
| 34 | Costco Wholesale Corp COST US EQUITY | 1.00% |
| 35 | Palantir Technologies Inc PLTR US EQUITY | 0.98% |
| 36 | Astera Labs Inc ALAB US EQUITY | 0.97% |
| 37 | GE Vernova Inc GEV US EQUITY | 0.93% |
| 38 | Taiwan Semiconductor Manufacturing Co Ltd TSM US EQUITY | 0.88% |
| 39 | Bloom Energy Corp BE US EQUITY | 0.82% |
| 40 | Space Exploration Technologies Corp SPCX US EQUITY | 0.80% |
| 41 | QUALCOMM Inc QCOM US EQUITY | 0.79% |
| 42 | Corning Inc GLW US EQUITY | 0.78% |
| 43 | Strategy Inc MSTR US EQUITY | 0.78% |
| 44 | Rocket Lab Corp RKLB US EQUITY | 0.61% |
| 45 | Silicon Motion Technology Corp SIMO US EQUITY | 0.52% |
| 46 | KLA Corp KLAC US EQUITY | 0.44% |
| 47 | ASML Holding NV ASML US EQUITY | 0.25% |
비교지수(벤치마크): NASDAQ 100 Index(KRW)
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