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Ken Fisher - Fisher Investments

켄 피셔는 1979년 피셔 인베스트먼트를 설립해 최대 규모의 독립 RIA 중 하나로 키웠고, 주가매출비율(PSR) 활용을 개척했으며 포브스에 오랫동안 칼럼을 기고했습니다.

Ken Fisher - Fisher Investments은(는) 최신 SEC Form 13F-HR 공시(Q1 2026) 기준 1,016개 종목, $294B 규모의 미국 주식 포트폴리오를 운용합니다. 아래에서 상위 100개 보유 종목, 분기별 최대 매수·매도, 비중, 추정 평균 매입단가를 확인할 수 있습니다.

이 신고자는 시장조성·퀀트·매크로 ETF·광범위 위임 펀드입니다. 13F가 확신에 기반한 종목 선택이 아니라 트레이딩과 재고(흔히 지수 ETF와 옵션 명목금액이 큰 비중)를 반영하므로, 사이트의 종합 AUM·컨센서스·최대 변동에서는 제외됩니다. 아래 포트폴리오 평가액은 13F에 보고된 총액입니다.

포트폴리오 평가액

$294B

보유 종목

1,016

상위 10종목 비중

33.38%

최대 보유 비중

5.24%

기준

Q1 2026

제출일

May 5, 2026

포트폴리오 구성

NVIDIA CORPORATION5.24%APPLE INC4.86%ISHARES TR4.76%ALPHABET INC3.81%MICROSOFT CORP3.26%

전략 요약

  • 포트폴리오 평가액이 전분기 대비 0.6% 상승했습니다 — 현재 $294B.
  • 적당히 분산된 포트폴리오 — 상위 10개 종목이 전체 자산의 33.4%를 차지합니다.
  • 이번 분기: 신규 매수 118건, 추가 매수 415건, 비중 축소 460건, 전량 청산 119건 순매도 우위
  • 최대 신규 매수: ASTRAZENECA PLC (AZN) ($2B)
  • 최대 청산: ASTRAZENECA PLC (AZNN) ($1B 규모 포지션 전량 청산)

Q4 2025 이후 변동

현재 보유 종목

전체 1,016개 중 상위 100개 · SEC EDGAR ↗

#종목평가액포트폴리오 비중평균 매입단가현재가수익률52주 최고가 대비이번 분기최근 매매최초 매수
1NVIDIA CORPORATION

NVDA

$15B5.24%~$127.60$204.65+60.4%−13.5%+2.9%매수 Q1 2026Q2 2024
2APPLE INC

AAPL

$14B4.86%~$213.86$295.95+38.4%−6.8%+2.3%매수 Q1 2026Q2 2024
3ISHARES TR

IEF

$14B4.76%~$95.87$94.02−1.9%−4.1%+9.1%매수 Q1 2026Q2 2024
4ALPHABET INC

GOOGL

$11B3.81%~$187.69$363.79+93.8%−11.0%+2.5%매수 Q1 2026Q2 2024
5MICROSOFT CORP

MSFT

$9B3.26%~$446.57$378.91−15.2%−31.8%+2.5%매수 Q1 2026Q2 2024
6VANGUARD SCOTTSDALE FDS

VCIT

$7B2.50%~$80.45$82.22+2.2%−3.1%+6.2%매수 Q1 2026Q2 2024
7AMAZON COM INC

AMZN

$7B2.41%~$194.68$237.50+22.0%−14.7%+1.8%매수 Q1 2026Q2 2024
8CATERPILLAR INC

CAT

$6B2.35%~$348.33$955.92+174.4%−2.0%+3.0%매수 Q1 2026Q2 2024
9Taiwan Semiconductor Manufac

TSM

$6B2.13%~$181.10$432.15+138.6%−4.0%+2.6%매수 Q1 2026Q2 2024
10ASML HOLDING N V

ASML

$6B2.06%~$951.86$1867.83+96.2%−3.6%+2.6%매수 Q1 2026Q2 2024
11Goldman Sachs Group Inc

GS

$5B1.96%~$482.22$1099.14+127.9%−2.0%+0.8%매수 Q1 2026Q2 2024
12EXXON MOBIL CORP

XOM

$5B1.86%~$116.35$140.74+21.0%−20.2%+2.5%매수 Q1 2026Q2 2024
13WALMART INC

WMT

$5B1.73%~$70.15$118.13+68.4%−12.6%+0.9%매수 Q1 2026Q2 2024
14JPMORGAN CHASE & CO

JPM

$5B1.70%~$216.96$333.46+53.7%−1.3%+6.3%매수 Q1 2026Q2 2024
15Broadcom Inc

AVGO

$4B1.54%~$312.36$392.90+25.8%−20.6%+6.1%매수 Q1 2026Q2 2024
16CHEVRON CORP NEW

CVX

$4B1.54%~$156.85$177.58+13.2%−17.3%+1.9%매수 Q1 2026Q2 2024
17Eli Lilly & Co

LLY

$4B1.51%~$899.95$1112.00+23.6%−6.0%+5.1%매수 Q1 2026Q2 2024
18RTX CORPORATION

RTX

$4B1.46%~$110.25$192.58+74.7%−10.2%+2.0%매수 Q1 2026Q2 2024
19MORGAN STANLEY

MS

$4B1.43%~$103.72$224.96+116.9%−1.4%+2.3%매수 Q1 2026Q2 2024
20CITIGROUP INC

C

$3B1.35%~$68.62$143.78+109.5%−1.9%+3.9%매수 Q1 2026Q2 2024
21FREEPORT-MCMORAN INC

FCX

$3B1.30%~$48.38$69.06+42.8%−4.5%+1.9%매수 Q1 2026Q2 2024
22META PLATFORMS INC

META

$3B1.30%~$516.53$567.58+9.9%−28.7%+1.1%매수 Q1 2026Q2 2024
23HOME DEPOT INC

HD

$3B1.15%~$347.79$327.48−5.8%−23.3%+1.4%매수 Q1 2026Q2 2024
24COSTCO WHSL CORP NEW

COST

$3B1.09%~$856.26$965.59+12.8%−11.9%+1.4%매수 Q1 2026Q2 2024
25MERCK & CO INC

MRK

$3B1.08%~$110.34$115.44+4.6%−7.8%+6.3%매수 Q1 2026Q2 2024
26BP PLC

BP

$3B1.06%~$34.34$40.14+16.9%−16.8%+0.3%매수 Q1 2026Q2 2024
27PFIZER INC

PFE

$2B1.00%~$26.96$25.92−3.8%−9.8%+102.0%매수 Q1 2026Q2 2024
28AMERICAN EXPRESS CO

AXP

$2B0.95%~$238.50$340.54+42.8%−12.1%+2.5%매수 Q1 2026Q2 2024
29BANK AMER CORP

BAC

$2B0.95%~$41.41$56.53+36.5%−2.5%+6.6%매수 Q1 2026Q2 2024
30UBS GROUP AG

UBS

$2B0.88%~$32.41$49.73+53.5%−2.3%+3.1%매수 Q1 2026Q3 2024
31SHELL PLC

SHEL

$2B0.87%~$72.15$80.38+11.4%−15.3%+1.2%매수 Q1 2026Q2 2024
32SAP SE

SAP

$2B0.84%~$248.95$158.79−36.2%−49.3%−1.3%매도 Q1 2026Q2 2024
33JOHNSON CONTROLS INTERNATION

JCI

$2B0.78%~$71.20$143.62+101.7%−3.8%+1.7%매수 Q1 2026Q2 2024
34VISA INC

V

$2B0.78%~$268.08$330.38+23.2%−8.1%+1.4%매수 Q1 2026Q2 2024
35SONY GROUP CORP

SONY

$2B0.78%~$28.88$20.24−29.9%−33.3%+1.5%매수 Q1 2026Q2 2024
36JOHNSON & JOHNSON

JNJ

$2B0.77%~$155.70$234.20+50.4%−7.0%+4.5%매수 Q1 2026Q2 2024
37MASTERCARD INC

MA

$2B0.75%~$449.09$492.99+9.8%−18.1%+1.2%매수 Q1 2026Q2 2024
38CANADIAN NAT RES LTD

CNQ

$2B0.74%~$35.76$42.42+18.6%−17.4%+5.3%매수 Q1 2026Q2 2024
39ASTRAZENECA PLC

AZN

$2B0.73%~$197.22$177.89−9.8%−16.4%신규매수 Q1 2026Q1 2026
40NOVARTIS AG

NVS

$2B0.72%~$130.60$150.88+15.5%−11.5%+86.0%매수 Q1 2026Q2 2024
41SCHWAB CHARLES CORP

SCHW

$2B0.71%~$74.64$94.51+26.6%−12.1%+1.8%매수 Q1 2026Q2 2024
42CONOCOPHILLIPS

COP

$2B0.68%~$109.50$111.21+1.6%−18.1%+2.5%매수 Q1 2026Q2 2024
43ABBVIE INC

ABBV

$1B0.67%~$217.54$221.23+1.7%−9.6%+1347.0%매수 Q1 2026Q2 2024
44NETFLIX INC.

NFLX

$1B0.66%~$152.12$76.96−49.4%−42.6%−0.8%매도 Q1 2026Q2 2024
45Barclays Plc

BCS

$1B0.66%~$16.38$26.33+60.7%−4.9%+1.9%매수 Q1 2026Q2 2024
46GSK PLC ADR

GSK

$1B0.65%~$39.66$52.15+31.5%−15.5%+4.0%매수 Q1 2026Q2 2024
47CUMMINS INC

CMI

$1B0.64%~$296.39$717.78+142.2%−2.1%+2.5%매수 Q1 2026Q2 2024
48RIO TINTO PLC

RIO

$1B0.64%~$66.72$102.67+53.9%−8.8%+2.5%매수 Q1 2026Q2 2024
49INTUITIVE SURGICAL INC

ISRG

$1B0.60%~$447.29$402.18−10.1%−33.4%+1.8%매수 Q1 2026Q2 2024
50BHP BILLITON LIMITED

BHP

$1B0.59%~$57.22$90.36+57.9%−3.7%+2.0%매수 Q1 2026Q2 2024
51BLACKROCK INC

BLK

$1B0.58%~$1025.11$1057.38+3.1%−13.3%−2.4%매도 Q1 2026Q4 2024
52DEERE & CO

DE

$1B0.58%~$413.92$588.47+42.2%−12.7%+6.1%매수 Q1 2026Q2 2024
53TOTALENERGIES SE ADR

TTE

$1B0.55%~$65.42$82.12+25.5%−12.8%−7.1%매도 Q1 2026Q4 2025
54MITSUBISHI UFJ FINL GROUP IN

MUFG

$1B0.55%~$13.58$20.75+52.8%−1.4%+2.6%매수 Q1 2026Q2 2024
55PROCTER & GAMBLE CO

PG

$1B0.54%~$165.09$150.56−8.8%−10.0%+1.0%매수 Q1 2026Q2 2024
56UNION PAC CORP

UNP

$1B0.54%~$227.04$258.05+13.7%−7.7%+1.1%매수 Q1 2026Q2 2024
57HSBC HLDGS PLC

HSBC

$1B0.51%~$58.98$95.23+61.5%−1.4%+2.3%매수 Q1 2026Q1 2025
58TOYOTA MOTOR CORP

TM

$1B0.49%~$203.64$172.77−15.2%−30.6%+1.0%매수 Q1 2026Q2 2024
59UNITEDHEALTH GROUP INC

UNH

$1B0.48%~$512.96$399.53−22.1%−4.0%−1.1%매도 Q1 2026Q2 2024
60ORACLE CORP

ORCL

$1B0.48%~$145.77$183.53+25.9%−46.9%+2.7%매수 Q1 2026Q2 2024
61THERMO FISHER SCIENTIFIC INC

TMO

$1B0.48%~$551.85$461.69−16.3%−28.3%+2.1%매수 Q1 2026Q2 2024
62CISCO SYS INC

CSCO

$1B0.46%~$77.09$117.33+52.2%−10.0%+442.7%매수 Q1 2026Q2 2024
63PEPSICO INC

PEP

$1B0.45%~$163.53$141.59−13.4%−17.4%+2.6%매수 Q1 2026Q2 2024
64ING GROEP N.V.

ING

$1B0.44%~$17.15$31.24+82.2%−1.9%−6.6%매도 Q1 2026Q2 2024
65SPOTIFY TECHNOLOGY S A

SPOT

$1B0.43%~$594.57$455.60−23.4%−42.0%−2.9%매도 Q1 2026Q1 2025
66ISHARES TR

MUB

$1B0.42%~$106.14$106.98+0.8%−1.9%+8.2%매수 Q1 2026Q2 2024
67UNILEVER PLC SPONSORED ADR

UL

$1B0.41%~$65.16$57.76−11.4%−23.0%+2.9%매수 Q1 2026Q4 2025
68CAPITAL ONE FINL CORP

COF

$1B0.41%~$138.53$200.87+45.0%−22.6%−5.1%매도 Q1 2026Q2 2024
69SUNCOR ENERGY INC NEW

SU

$1B0.41%~$41.63$56.28+35.2%−19.9%+7.5%매수 Q1 2026Q2 2024
70BOEING CO

BA

$1B0.39%~$183.63$225.63+22.9%−11.3%+3.7%매수 Q1 2026Q2 2024
71CSX CORP

CSX

$1B0.38%~$33.76$45.57+35.0%−5.1%+2.8%매수 Q1 2026Q2 2024
72EMERSON ELECTRIC CO

EMR

$1B0.38%~$124.90$149.00+19.3%−9.8%+17.9%매수 Q1 2026Q2 2024
73Starbucks Corp

SBUX

$1B0.37%~$78.99$99.82+26.4%−8.3%+1.8%매수 Q1 2026Q2 2024
74ROYAL BK CDA

RY

$1B0.37%~$134.58$200.70+49.1%−1.1%+5.3%매수 Q1 2026Q2 2024
75ILLINOIS TOOL WKS INC

ITW

$981M0.33%~$239.61$262.11+9.4%−13.5%+1.8%매수 Q1 2026Q2 2024
76VANGUARD INDEX FDS

VOO

$939M0.32%~$505.21$681.41+34.9%−2.5%+1.4%매수 Q1 2026Q2 2024
77INTUIT

INTU

$879M0.30%~$656.19$269.08−59.0%−66.9%−10.9%매도 Q1 2026Q2 2024
78DANAHER CORP DEL

DHR

$873M0.30%~$247.14$177.76−28.1%−26.8%+3.6%매수 Q1 2026Q2 2024
79DEUTSCHE BK AG

DB

$845M0.29%~$26.20$35.05+33.8%−13.3%+3.6%매수 Q1 2026Q1 2025
80SERVICENOW INC

NOW

$839M0.28%~$280.44$95.48−66.0%−54.9%−3.8%매도 Q1 2026Q2 2024
81ANHEUSER BUSCH INBEV SA/NV

BUD

$826M0.28%~$59.71$80.68+35.1%−4.5%+4.7%매수 Q1 2026Q2 2024
82TRANE TECHNOLOGIES PLC

TT

$775M0.26%~$328.93$472.51+43.7%−6.1%−5.1%매도 Q1 2026Q2 2024
83LLOYDS BANKING GROUP PLC

LYG

$772M0.26%~$3.90$5.55+42.2%−12.5%+1.5%매수 Q1 2026Q1 2025
84INVESCO QQQ TR

QQQ

$751M0.25%~$479.11$722.51+50.8%−3.5%−3.7%매도 Q1 2026Q2 2024
85CARRIER GLOBAL CORPORATION

CARR

$733M0.25%~$63.69$69.49+9.1%−14.3%−11.9%매도 Q1 2026Q2 2024
86SALESFORCE INC

CRM

$726M0.25%~$258.11$155.02−39.9%−44.0%−9.0%매도 Q1 2026Q2 2024
87TIDAL TR IV

PBPH

$716M0.24%~$25.56$25.59+0.1%−6.8%신규매수 Q1 2026Q1 2026
88ISHARES TR

EUFN

$702M0.24%~$24.51$38.74+58.1%−1.6%−45.5%매도 Q1 2026Q2 2024
89TIDAL TR IV

PBOG

$675M0.23%~$35.45$30.53−13.9%−16.0%신규매수 Q1 2026Q1 2026
90BANCO BILBAO VIZCAYA ARGENTA

BBVA

$643M0.22%~$10.03$24.47+144.0%−6.6%−12.5%매도 Q1 2026Q2 2024
91ALIBABA GROUP HLDG LTD

BABA

$642M0.22%~$76.33$107.44+40.8%−44.2%−4.0%매도 Q1 2026Q2 2024
92NATWEST GROUP PLC

NWG

$633M0.21%~$12.57$16.76+33.3%−13.4%+3.8%매수 Q1 2026Q1 2025
93VANGUARD TAX-MANAGED FDS

VEA

$611M0.21%~$51.08$72.00+41.0%−1.7%+0.7%매수 Q1 2026Q2 2024
94PACCAR INC

PCAR

$589M0.20%~$102.95$117.34+14.0%−11.0%+0.7%매수 Q1 2026Q2 2024
95INGERSOLL RAND INC

IR

$577M0.20%~$90.38$77.07−14.7%−23.7%+4.1%매수 Q1 2026Q2 2024
96AMGEN INC

AMGN

$555M0.19%~$314.31$341.66+8.7%−12.7%+74.6%매수 Q1 2026Q2 2024
97SANOFI

SNY

$551M0.19%~$49.06$42.50−13.4%−19.3%−5.8%매도 Q1 2026Q2 2024
98ISHARES TR

EXI

$498M0.17%~$150.72$196.46+30.3%−2.3%+10.3%매수 Q1 2026Q2 2024
99ALPHABET INC

GOOG

$494M0.17%~$184.23$362.10+96.5%−10.5%+0.1%매수 Q1 2026Q2 2024
100COCA COLA CO

KO

$491M0.17%~$66.17$79.93+20.8%−4.9%+1.3%매수 Q1 2026Q2 2024

공시 이력

분기포트폴리오 평가액전분기 대비보유 종목제출일
Q1 2026$294B+0.6%1,016May 5, 2026
Q4 2025$292B+6.0%1,017Feb 9, 2026
Q3 2025$276B+9.7%1,014Nov 12, 2025
Q2 2025$251B+9.0%986Aug 13, 2025
Q1 2025$230B−8.1%999May 14, 2025
Q4 2024$251B+3.0%975Feb 5, 2025
Q3 2024$244B+6.2%919Nov 12, 2024
Q2 2024$229B986Aug 14, 2024

자주 묻는 질문

Ken Fisher - Fisher Investments이(가) 보유한 종목은?

Q1 2026 기준 Ken Fisher - Fisher Investments은(는) $294B 규모의 미국 상장 종목 1,016개를 보유했습니다. 최대 보유 종목은 NVIDIA CORPORATION (NVDA)(포트폴리오의 5.24%)입니다. 상위 100개 보유 종목이 위 표에 있으며, 전체 목록은 SEC EDGAR에서 확인할 수 있습니다.

Ken Fisher - Fisher Investments의 최대 보유 종목은?

NVIDIA CORPORATION (NVDA) — Q1 2026 기준 주식 포트폴리오의 약 5.24%를 차지합니다.

Ken Fisher - Fisher Investments이(가) 최근 매수한 종목은?

지난 분기 가장 큰 신규 매수는 ASTRAZENECA PLC (AZN)($2B)였습니다.

이 보유 내역은 Ken Fisher - Fisher Investments의 현재 포트폴리오인가요?

최신 13F 공시(Q1 2026)를 반영합니다. 13F는 실제 거래보다 최대 45일 늦을 수 있으며 공매도·현금·미국 외 보유 종목은 제외됩니다.