| # | 종목명 | 티커 | 비중 | 등락률 | |
|---|---|---|---|---|---|
| 1 | Vanguard S&P 500 ETF | VOO | 16.13% | - | |
| 2 | TSMC/TAIWAN SEMICONDUCTOR-SP ADR | TSM | 6.53% | - | |
| 3 | CATL/Contemporary Amperex Technolog | - | 6.47% | - | |
| 4 | Coherent Corp | COHR | 6.29% | - | |
| 5 | GE Vernova LLC | GEV | 6.14% | - | |
| 6 | SK하이닉스 | 000660 | 5.33% | - | |
| 7 | 삼성전자 | 005930 | 4.85% | - | |
| 8 | Raytheon Technologies Corp | RTX | 4.31% | - | |
| 9 | 브로드컴/BROADCOM LTD | AVGO | 3.86% | - | |
| 10 | Baker Hughes Company | BKR | 3.45% | - | |
| 11 | ARM Holdings PLC | ARM | 3.41% | - | |
| 12 | ASML Holding NV-NY REG SHS | ASML | 3.41% | - | |
| 13 | Bloom Energy Corp | BE | 3.29% | - | |
| 14 | Leader Harmonious Drive Systems Co Ltd | - | 2.53% | - | |
| 15 | Palantir Technologies Inc -A/팔란티어 | PLTR | 2.26% | - | |
| 16 | NEXTERA ENERGY INC | NEE | 2.20% | - | |
| 17 | ASE Technology Holding Co Ltd | ASX | 1.94% | - | |
| 18 | Corning Inc | GLW | 1.79% | - | |
| 19 | DAQO NEW ENERGY CORP-ADR | DQ | 1.69% | - | |
| 20 | Ciena Corp | CIEN | 1.58% | - |