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CIK 1697791 · SEC EDGAR에서 보기 ↗

포트폴리오 가치 분기별: +9.4% 13F는 현금을 공개하지 않습니다

상위 10개 보유 비중37.31%

상위 25개 보유 비중63.39%

1% 초과 포지션27

유효 포지션 수46.6

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

회전율 Q2 2026: 4.56% 추정 매수 $14,356,864 · 매도 $15,460,700

중앙값 보유 기간: 6.0 분기 추적 기간 Q1 2025–Q2 2026 · 86.5% 보유 중

신규 포지션6

증가함50

감소54

종료8

포트폴리오 가치 $328.9M 13F 가치 기준 9,337개 중 #4,963위 · 상위 53.2%

포지션 122

기준일 2026년 6월 30일 Q2 2026 기준 데이터

섹터별 비중

Technology 20.4%

Financials 9.4%

Communication Services 8.7%

Retail 7.3%

Healthcare 6.8%

Industrials 6.0%

Consumer Staples 2.9%

Utilities 2.4%

Consumer Discretionary 1.6%

Energy 1.4%

Consumer products 0.7%

Materials 0.5%

Real Estate 0.4%

기타/미분류 31.6%

전체 포트폴리오 122 포지션

티커 또는 회사명으로 포지션 검색

					연속
XLK SELECT SECTOR SPDR TRUST	$16,078,935	4.89%	84,395	$4,994,543	상승 ×6
GOOGL Alphabet Inc. - Class A Common Stock	$15,833,635	4.81%	44,306	$2,925,929	하락 ×4
AAPL Apple Inc. - Common Stock	$13,871,629	4.22%	47,939	$1,607,227	하락 ×1
NVDA NVIDIA Corporation - Common Stock	$13,250,560	4.03%	66,223	$1,738,590	상승 ×2
NFRA FlexShares Trust	$12,245,881	3.72%	190,983	$493,278	상승 ×4
IJH iShares Trust	$10,575,791	3.22%	137,152	$4,790,698	상승 ×1
AMZN Amazon.com, Inc. - Common Stock	$10,529,623	3.20%	44,179	$1,261,816	하락 ×1
GUNR FlexShares Trust	$10,358,212	3.15%	210,191	$-1,295,827	하락 ×1
HYGV FlexShares Trust	$10,069,670	3.06%	250,116	$377,914	상승 ×2
AMD Advanced Micro Devices, Inc. - Common Stock	$9,880,698	3.00%	17,009	$6,271,443	하락 ×1
JPM JP Morgan Chase & Co. Common Stock	$9,279,151	2.82%	28,348	$873,823	하락 ×1
MSFT Microsoft Corporation - Common Stock	$8,836,471	2.69%	23,689	$-500,697	하락 ×1
KO Coca-Cola Company (The) Common Stock	$7,527,065	2.29%	92,618	$592,826	상승 ×1
SCHD SCHWAB STRATEGIC TRUST	$7,064,925	2.15%	222,798	$440,530	상승 ×6
IVW iShares S&P 500 Growth ETF	$5,710,658	1.74%	41,523	$599,670	하락 ×4
COST Costco Wholesale Corporation - Common Stock	$5,659,594	1.72%	6,050	$-338,915	상승 ×2
SO Southern Company (The) Common Stock	$5,405,797	1.64%	56,481	$65,345	상승 ×2
CAT Caterpillar, Inc. Common Stock	$5,270,190	1.60%	4,949	$1,786,692	상승 ×6
IJR iShares Trust	$4,918,850	1.50%	33,166	$799,217	상승 ×1
AVGO Broadcom Inc. - Common Stock	$4,478,982	1.36%	11,857	$1,671,417	상승 ×3
META Meta Platforms, Inc. - Class A Common Stock	$4,473,649	1.36%	7,942	$-229,260	하락 ×1
VTV Vanguard Morningstar Value ETF	$4,398,481	1.34%	20,183	$407,577	하락 ×4
MA Mastercard Incorporated Common Stock	$4,356,355	1.32%	8,482	$191,689	상승 ×4
PANW Palo Alto Networks, Inc. - Common Stock	$4,227,284	1.29%	12,396	$2,085,088	하락 ×1
XLE SELECT SECTOR SPDR TRUST	$4,143,908	1.26%	78,025	$-368,626	상승 ×3
CSCO Cisco Systems, Inc. - Common Stock	$3,820,621	1.16%	32,527	$1,188,147	하락 ×2
QLV FlexShares Trust	$3,577,330	1.09%	47,387	$352,201	상승 ×2
LLY Eli Lilly and Company Common Stock	$3,171,293	0.96%	2,644	$650,203	하락 ×4
JNJ Johnson & Johnson Common Stock	$3,165,228	0.96%	12,463	$116,572	하락 ×3
XOM Exxon Mobil Corporation Common Stock	$2,988,426	0.91%	21,858	$-985,690	하락 ×2
TJX TJX Companies, Inc. (The) Common Stock	$2,961,371	0.90%	19,547	$-8,251	상승 ×6
ADI Analog Devices, Inc. - Common Stock	$2,958,519	0.90%	7,449	$630,370	상승 ×1
TFC Truist Financial Corporation Common Stock	$2,934,896	0.89%	58,910	$195,728	하락 ×5
BRK-B (제출됨 BRKB) Berkshire Hathaway Inc. Class B	$2,759,651	0.84%	5,515	$158,074	상승 ×3
RTX RTX Corporation Common Stock	$2,609,167	0.79%	13,752	$17,555	상승 ×5
C Citigroup, Inc. Common Stock	$2,536,075	0.77%	18,120	$711,989	상승 ×4
LOW Lowe's Companies, Inc. Common Stock	$2,535,856	0.77%	11,501	$-285,327	하락 ×3
GD General Dynamics Corporation Common Stock	$2,523,960	0.77%	7,125	$-68,724	하락 ×5
ORCL Oracle Corporation Common Stock	$2,402,834	0.73%	16,396	$173,676	상승 ×1
MU Micron Technology, Inc. - Common Stock	$2,354,752	0.72%	2,040	$1,708,126	상승 ×1
PG Procter & Gamble Company (The) Common Stock	$2,338,615	0.71%	15,948	$-41,178	하락 ×2
COR Cencora, Inc. Common Stock	$2,277,423	0.69%	8,048	$-133,916	상승 ×6
ETN Eaton Corporation, PLC Ordinary Shares	$2,266,106	0.69%	5,318	$516,384	상승 ×2
CVS CVS Health Corporation Common Stock	$2,250,141	0.68%	21,751	$966,071	상승 ×1
GLD SPDR Gold Shares	$2,190,387	0.67%	5,946	$348,746	상승 ×2
MCD McDonald's Corporation Common Stock	$2,077,873	0.63%	7,687	$-481,794	하락 ×2
BX Blackstone Inc. Common Stock	$1,986,270	0.60%	16,880	$-112,183	하락 ×1
GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares)	$1,891,681	0.58%	36,087	$-210,120	하락 ×1
DIS Walt Disney Company (The) Common Stock	$1,818,355	0.55%	18,892	$31,759	상승 ×4
EMR Emerson Electric Company Common Stock	$1,796,962	0.55%	12,553	$163,536	상승 ×2
CRM Salesforce, Inc. Common Stock	$1,765,715	0.54%	11,271	$-307,255	상승 ×1
MDT Medtronic plc. Ordinary Shares	$1,760,331	0.54%	22,502	$83,480	상승 ×2
CVX Chevron Corporation Common Stock	$1,729,871	0.53%	10,436	$-591,133	하락 ×2
BMY Bristol-Myers Squibb Company Common Stock	$1,661,069	0.51%	28,828	$-58,844	상승 ×1
FCX Freeport-McMoRan, Inc. Common Stock	$1,647,655	0.50%	26,199	$125,312	상승 ×2
NFLX Netflix, Inc. - Common Stock	$1,642,557	0.50%	23,005	$-563,124	상승 ×5
YUM Yum! Brands, Inc.	$1,580,216	0.48%	9,885	$246,975	상승 ×2
BA Boeing Company (The) Common Stock	$1,551,873	0.47%	7,169	$255,392	상승 ×2
SCHW Charles Schwab Corporation (The) Common Stock	$1,536,757	0.47%	16,655	$-19,928	상승 ×6
NEE NextEra Energy, Inc. Common Stock	$1,372,108	0.42%	15,633	$-163,570	하락 ×2
ICE Intercontinental Exchange Inc. Common Stock	$1,345,592	0.41%	10,930	$-426,796	하락 ×2
PFE Pfizer, Inc. Common Stock	$1,343,592	0.41%	55,797	$-367,154	하락 ×1
NSC Norfolk Southern Corporation Common Stock	$1,341,412	0.41%	4,264	$-671,893	하락 ×2
PEP PepsiCo, Inc. - Common Stock	$1,335,179	0.41%	9,861	$415,707	상승 ×4
SPY SPY	$1,334,478	0.41%	1,787	$291,333	상승 ×3
KKR KKR & Co. Inc. Common Stock	$1,285,471	0.39%	14,006	$25,898	상승 ×4
AMT American Tower Corporation (REIT) Common Stock	$1,262,270	0.38%	7,717	$82,168	상승 ×2
ZBH Zimmer Biomet Holdings, Inc. Common Stock	$1,258,722	0.38%	14,621	$-84,558	하락 ×1
HD Home Depot, Inc. (The) Common Stock	$1,196,996	0.36%	3,394	$-104,751	하락 ×1
BDX Becton, Dickinson and Company Common Stock	$1,089,273	0.33%	7,198	$237,244	상승 ×2
XLC SELECT SECTOR SPDR TRUST	$1,075,692	0.33%	10,041	$383,926	상승 ×1
QQQ Invesco QQQ Trust, Series 1	$1,072,935	0.33%	1,457	$231,984
IVV iShares Trust	$1,069,415	0.33%	1,428	$135,325	하락 ×2
ABT Abbott Laboratories Common Stock	$1,057,302	0.32%	11,652	$-2,350,623	하락 ×1
WMT Walmart Inc. - Common Stock	$1,041,312	0.32%	9,194	$101,879	상승 ×3
XLI SELECT SECTOR SPDR TRUST	$942,080	0.29%	5,086	$153,484	상승 ×3
DE Deere & Company Common Stock	$920,413	0.28%	1,451	$-135,211	하락 ×6
NKE Nike, Inc. Common Stock	$871,820	0.27%	21,238	$-119,506	상승 ×2
VOO Vanguard S&P 500 ETF	$834,474	0.25%	1,215	$66,025	하락 ×1
FDL First Trust Morningstar ETF	$832,378	0.25%	17,106	$101,569	상승 ×2
SDY SPDR SERIES TRUST	$811,880	0.25%	5,335	$29,496	하락 ×6
IBM International Business Machines Corporation Common Stock	$762,923	0.23%	2,713	$64,113	하락 ×6
DUK Duke Energy Corporation (Holding Company) Common Stock	$752,518	0.23%	5,945	$-38,360	하락 ×3
ACN Accenture plc Class A Ordinary Shares (Ireland)	$681,433	0.21%	5,476	$-447,630	하락 ×1
ACHR Archer Aviation Inc. Class A Common Stock	$659,182	0.20%	139,362	$-386,109	하락 ×1
GNR State Street SPDR S&P Global Natural Resources ETF	$650,013	0.20%	9,657	$-156,796	하락 ×1
T AT&T Inc.	$644,909	0.20%	31,155	$-325,241	하락 ×6
TSLA Tesla, Inc. - Common Stock	$637,630	0.19%	1,516	$70,339	하락 ×1
JEPI JPMorgan Equity Premium Income ETF	$588,296	0.18%	10,416	$96,937	상승 ×1
ABBV AbbVie Inc. Common Stock	$551,595	0.17%	2,192	$74,857
AGG iShares Trust	$547,161	0.17%	5,528	$-27,910	하락 ×1
XLRE XLRE	$533,864	0.16%	12,125	$-213,815	하락 ×2
PNC PNC Financial Services Group, Inc. (The) Common Stock	$505,243	0.15%	2,052	$68,046	하락 ×6
PYPL PayPal Holdings, Inc. - Common Stock	$504,990	0.15%	11,695	$-419,466	하락 ×1
SPGI S&P Global Inc. Common Stock	$475,680	0.14%	1,168		상승 ×1
FDVV FIDELITY COVINGTON TRUST	$462,364	0.14%	7,669	$132,139	상승 ×1
QLVD FlexShares Trust	$445,013	0.14%	13,680	$111,365	상승 ×1
INTU Intuit Inc. - Common Stock	$437,175	0.13%	1,675	$-472,985	하락 ×1
INTC Intel Corporation - Common Stock	$433,412	0.13%	3,104	$45,995	하락 ×2
AMAT Applied Materials, Inc. - Common Stock	$415,725	0.13%	575		상승 ×1
일치하는 항목 없음

핵심 보유 종목

3개 분기 이상 연속으로 포지션이 증가했습니다.

주식 수는 13F 신고서에 보고된 대로입니다 (분할 조정되지 않음)

증권	가치	% 포트폴리오의	연속
XLK	$16,078,935	4.89%	×6 상승
NFRA	$12,245,881	3.72%	×4 상승
SCHD	$7,064,925	2.15%	×6 상승
CAT	$5,270,190	1.60%	×6 상승
AVGO	$4,478,982	1.36%	×3 상승
MA	$4,356,355	1.32%	×4 상승
XLE	$4,143,908	1.26%	×3 상승
TJX	$2,961,371	0.90%	×6 상승
BRK-B (제출됨 BRKB)	$2,759,651	0.84%	×3 상승
RTX	$2,609,167	0.79%	×5 상승
C	$2,536,075	0.77%	×4 상승
COR	$2,277,423	0.69%	×6 상승
DIS	$1,818,355	0.55%	×4 상승
NFLX	$1,642,557	0.50%	×5 상승
SCHW	$1,536,757	0.47%	×6 상승

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권	가치	주식	% 포트폴리오의
SPGI	$475,680	1,168	0.14%
AMAT	$415,725	575	0.13%
알 수 없는 발행자 (CUSIP: 438516205)	$368,427	1,646	0.11%
IWF	$230,460	1,856	0.07%
GE	$228,723	612	0.07%
SES	$18,114	18,865	0.01%

상위 변동 (분기별)

증권	거래	주식 Δ	가치 Δ
AMD	축소함	-733	+$6.3M
XLK	추가 매수	+991	+$5.0M
IJH	추가 매수	+51K	+$4.8M
GOOGL	축소함	-581	+$2.9M
ABT	축소함	-22K	-$2.4M
PANW	축소함	-966	+$2.1M
CAT	추가 매수	+32	+$1.8M
NVDA	추가 매수	+214	+$1.7M
MU	추가 매수	+126	+$1.7M
AVGO	추가 매수	+3K	+$1.7M

청산 포지션

기업 이벤트(합병, 상장 폐지) 포함 — 모든 이탈이 매도는 아님

청산된 포지션은 13F 보고 변경 사항을 반영합니다. 인덱스 관리자의 경우 이러한 변경은 능동적인 결정이 아닌 기계적인(상장 폐지, M&A, 인덱스 리밸런싱) 경우가 많습니다.

증권	분기	이전 주식 수	이전 가치	매도 후 가격 변동
VNQ	2025년 12월 31일	20,254	$1,851,621
HON	2026년 6월 30일	7,362	$1,664,033	-4.4%
NOW	2026년 3월 31일	7,727	$1,183,699	30.2%
MDLZ	2026년 6월 30일	12,035	$693,697	1.1%
CMG	2026년 3월 31일	18,211	$673,807	-3.6%
MRSH	2026년 6월 30일	3,281	$569,089	2.3%
DD	2026년 6월 30일	9,979	$457,038	-3.6%
AVGO	2025년 6월 30일	2,339	$391,619	31.5%
XLC	2025년 6월 30일	3,510	$338,540	2.8%
CARR	2026년 3월 31일	5,118	$270,435	-1.0%
CDW	2025년 12월 31일	1,632	$259,945	-1.7%
BLK	2026년 6월 30일	266	$255,815	10.9%
CMCSA	2026년 6월 30일	8,702	$249,834	-12.1%
WFC	2026년 6월 30일	3,010	$239,626	-1.5%
IWF	2026년 3월 31일	487	$230,497	20.4%
FDX	2026년 6월 30일	627	$223,325	-7.7%
CCL	2026년 3월 31일	6,647	$202,999	-1.2%
ALL	2025년 6월 30일	980	$202,929	11.6%
MCHP	2026년 3월 31일	3,161	$201,419	26.1%
F	2025년 6월 30일	16,817	$168,675	12.0%
PMM	2025년 12월 31일	14,400	$86,976	-12.8%
AUR	2025년 9월 30일	13,064	$68,455	6.7%
SENS	2025년 12월 31일	24,000	$10,459	86.8%