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켄 피셔 (피셔 인베스트먼트) 포트폴리오

켄 피셔 (피셔 인베스트먼트)

AS OF2026년 2분기 기준

『슈퍼 스톡스』 저자, PSR 지표를 만든 대형 성장주 투자자

※ 오류 발견 시 즉시 반영 및 교정하고 있습니다.

분기 리밸런싱 추적

이번 분기에 샀어요
1
GE AEROSPACE COM NEW
보유비중 1.29%
+1.29%p
$4,324,944,652
2
GE VERNOVA INC COM
보유비중 1.25%
+1.24%p
$4,177,250,279
3
CATERPILLAR INC
보유비중 3.15%
+0.80%p
$177,379,341
4
ASML HOLDING N V NYS
보유비중 2.81%
+0.75%p
$272,756,236
5
CISCO SYS INC
보유비중 1.17%
+0.71%p
$1,892,414,812
이번 분기에 팔았어요
1
CANADIAN NAT RES LTD
보유비중 0.02%
-0.72%p
$1,712,690,223
2
CHVCHEVRON CORP NEW
보유비중 0.82%
-0.71%p
$866,854,067
3
CONOCOPHILLIPS
보유비중 0.03%
-0.65%p
$1,484,300,590
4
EXXON MOBIL CORP
보유비중 1.28%
-0.58%p
$111,367,055
5
ING GROEP NV ADR
보유비중 0.05%
-0.38%p
$1,376,046,567

주요 보유 현황

#종목명비중주식수량 (변동)평가금액
1NVIDIA CORP COM5.42%
90,935,947
▲ 2,376,377
$18,195,373,846
2APPLE INC4.96%
57,610,104
▲ 1,179,763
$16,670,059,955
3ISHARES TR 7 10YR TR BD ETF4.53%
160,964,153
▲ 13,918,672
$15,222,380,109
4ALPHABET INC CLASS A4.26%
39,989,840
▲ 939,278
$14,291,169,577
5CATERPILLAR INC3.15%
9,942,521
▲ 166,569
$10,587,791,364
6MICROSOFT CORP2.96%
26,611,728
▲ 670,134
$9,926,707,366
7ASML HLDG NV NYS2.81%
4,737,614
▲ 137,102
$9,425,199,953
8TAIWAN SEMICONDUCTOR MANUF ADR2.68%
18,866,198
▲ 248,507
$9,009,930,721
9AMAZON COM INC COM2.48%
34,978,432
▲ 792,975
$8,336,759,712
10VANGUARD FDS INT TERM CORP2.36%
95,703,099
▲ 6,504,867
$7,909,861,199

분기별 수량 변동

종목명25년 3Q25년 4Q26년 1Q26년 2Q
NVIDIA CORP COM84,563,57586,057,53788,559,57090,935,947
APPLE INC54,442,45955,146,75256,430,34157,610,104
ISHARES TR 7 10YR TR BD ETF87,662,438134,832,971147,045,481160,964,153
ALPHABET INC CLASS A37,522,95538,106,03339,050,56239,989,840
CATERPILLAR INC9,439,1979,493,2669,775,9529,942,521
MICROSOFT CORP24,842,39625,300,41025,941,59426,611,728
ASML HLDG NV NYS4,352,5964,484,9494,600,5124,737,614
TAIWAN SEMICONDUCTOR MANUF ADR17,833,12718,146,90018,617,69118,866,198
AMAZON COM INC COM33,103,68833,593,61234,185,45734,978,432
VANGUARD FDS INT TERM CORP80,637,35383,976,37989,198,23295,703,099
GOLDMAN SACHS GROUP INC6,661,4226,771,5566,827,3106,964,113
ELI LILLY CO4,453,0624,606,3274,838,9865,063,516
BROADCOM INC COM12,611,74013,844,20614,691,36315,131,673
JPMORGAN CHASE CO15,722,44316,018,65617,020,06517,427,412
DWDMORGAN STANLEY24,494,14625,018,33525,600,06826,172,995
TRVCCITIGROUP INC33,040,51333,887,28535,218,99636,456,162
MERCK CO INC24,068,12624,873,32726,436,28438,516,263
WALMART INC40,298,62340,626,85240,977,75641,493,173
RTX CORPORATION COM21,174,19421,800,18822,244,73222,872,255
GE AEROSPACE COM NEW18,10125,65015,67011,588,047
EXXON MOBIL CORP31,194,49331,497,85232,282,67731,468,114
FREEPORT MCMORAN INC63,258,41463,880,75765,089,60666,922,014
GE VERNOVA INC COM4,6626,9163,9493,559,479
CISCO SYS INC329,6683,187,87317,301,58333,412,725
META PLATFORMS INC CL A6,496,4186,609,8926,685,4826,794,023
UNITEDHEALTH GROUP INC5,252,4495,293,6225,237,7019,082,269
HOME DEPOT INC10,130,29310,154,46910,293,05910,360,718
JOHNSON JOHNSON8,446,4088,866,2079,263,61113,307,056
BANK OF AMER CORP52,677,98853,783,82157,349,02059,215,368
UBS GROUP AG61,168,43764,107,26466,074,23864,920,294
AMERICAN EXPRESS CO8,881,5469,023,4829,250,3739,426,671
COSTCO WHOLESALE CORPORATION3,145,2413,176,2863,219,8563,253,040
CHVCHEVRON CORPORATION21,152,06021,471,91921,887,43816,657,865
PFIZER INC49,288,05451,952,106104,964,427109,067,291
VISA INC7,359,2237,485,1327,589,1587,649,303
CUMMINS INC3,367,0013,410,7233,497,0603,595,361
BARCLAYS PLC ADR86,027,31289,750,06991,450,85093,904,423
BP PLC SPONSORED ADR ADR65,483,23266,431,92466,622,79866,310,416
NVSNNOVARTIS A G SPONSORED ADR ADR7,239,3667,465,85013,885,74915,523,378
ABBVIE INC275,851628,3389,092,0549,497,970
SAP SE ADR14,549,33114,728,88114,534,44114,931,460
SONY GROUP CORP ADR104,644,526108,981,588110,630,948112,216,813
MASTERCARD INCORPORATED4,308,4004,355,8054,407,8534,357,285
SHELL PLC ADR26,809,94627,142,78527,474,71027,633,155
ASTRAZENECA PLC--10,845,70811,146,292
BHP GROUP LTD SPONSORED AD ADR23,149,64923,402,47423,872,24424,341,120
SCHWAB CHARLES CORP COM21,646,58821,818,51422,218,09121,952,062
DEERE CO2,722,0182,853,1563,028,1643,179,375
PALO ALTO NETWORKS INC7,2547,127256,6615,755,989
RIO TINTO PLC ADR19,120,16819,642,74420,135,99220,675,995

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