TIMEFOLIO · 해외 · 기준일 2026-09-23 · 매일 자동 업데이트
| # | 종목명 | 비중 |
|---|---|---|
| 1 | NVIDIA Corp NVDA US EQUITY | 7.28% |
| 2 | Bloom Energy Corp BE US EQUITY | 5.66% |
| 3 | Dell Technologies Inc DELL US EQUITY | 5.60% |
| 4 | Sandisk Corp SNDK US EQUITY | 4.98% |
| 5 | Intel Corp INTC US EQUITY | 4.14% |
| 6 | Micron Technology Inc MU US EQUITY | 3.83% |
| 7 | SK hynix Inc SKHY US EQUITY | 3.78% |
| 8 | Advanced Micro Devices Inc AMD US EQUITY | 3.56% |
| 9 | Space Exploration Technologies Corp SPCX US EQUITY | 3.36% |
| 10 | Lumentum Holdings Inc LITE US EQUITY | 2.96% |
| 11 | Robinhood Markets Inc HOOD US EQUITY | 2.82% |
| 12 | Microsoft Corp MSFT US EQUITY | 2.69% |
| 13 | Marvell Technology Inc MRVL US EQUITY | 2.65% |
| 14 | NASDAQ 100 E-MINI INDEX DEC 2026 NQZ6 INDEX | 2.61% |
| 15 | Nebius Group NV NBIS US EQUITY | 2.53% |
| 16 | Alphabet Inc GOOGL US EQUITY | 2.50% |
| 17 | Coinbase Global Inc COIN US EQUITY | 2.50% |
| 18 | Tesla Inc TSLA US EQUITY | 2.38% |
| 19 | Strategy Inc MSTR US EQUITY | 1.97% |
| 20 | Palantir Technologies Inc PLTR US EQUITY | 1.91% |
| 21 | Teradyne Inc TER US EQUITY | 1.88% |
| 22 | CoreWeave Inc CRWV US EQUITY | 1.88% |
| 23 | QUALCOMM Inc QCOM US EQUITY | 1.86% |
| 24 | Amazon.com Inc AMZN US EQUITY | 1.86% |
| 25 | Snowflake Inc SNOW US EQUITY | 1.82% |
| 26 | Applied Optoelectronics Inc AAOI US EQUITY | 1.62% |
| 27 | Meta Platforms Inc META US EQUITY | 1.57% |
| 28 | Astera Labs Inc ALAB US EQUITY | 1.49% |
| 29 | Broadcom Inc AVGO US EQUITY | 1.43% |
| 30 | Apple Inc AAPL US EQUITY | 1.43% |
| 31 | Vertiv Holdings Co VRT US EQUITY | 1.42% |
| 32 | Seagate Technology Holdings PLC STX US EQUITY | 1.36% |
| 33 | Tower Semiconductor Ltd TSEM US EQUITY | 1.19% |
| 34 | Credo Technology Group Holding Ltd CRDO US EQUITY | 1.19% |
| 35 | Western Digital Corp WDC US EQUITY | 1.14% |
| 36 | ARM Holdings PLC ARM US EQUITY | 1.14% |
| 37 | Palo Alto Networks Inc PANW US EQUITY | 0.94% |
| 38 | Eli Lilly & Co LLY US EQUITY | 0.82% |
| 39 | Taiwan Semiconductor Manufacturing Co Ltd TSM US EQUITY | 0.82% |
| 40 | GE Vernova Inc GEV US EQUITY | 0.80% |
| 41 | ServiceNow Inc NOW US EQUITY | 0.35% |
비교지수(벤치마크): NASDAQ 100 Index(KRW)
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