| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 266.330.994 $ | +21.629.482 $ | +14,7 % | 7 | 221.192.232 $ | +50.431.677 $ | +2.750,2 % | 6 | 227.894.202 $ | +61.506.929 $ | +3.288,2 % | 6 | 220.589.730 $ | +77.473.368 $ | +4.983,6 % | 6 | ||||
| ISHARES | → 0 | 80.000.818 $ | +21.667.765 $ | +37,1 % | 1 | 71.878.371 $ | -23.670 $ | -0,0 % | 1 | 71.902.041 $ | +71.539.442 $ | +19.729,6 % | 1 | 71.544.922 $ | +71.305.784 $ | +29.817,8 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 62.550.703 $ | -17.450.115 $ | -21,8 % | 1 | 58.333.053 $ | +57.982.309 $ | +16.531,2 % | 1 | 57.484.391 $ | -14.060.531 $ | -19,7 % | 1 | 54.565.056 $ | -12.774.521 $ | -19,0 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Neutral | 35.007.140 $ | +3.856.340 $ | +12,4 % | 1 | 31.150.800 $ | -2.728.116 $ | -8,1 % | 1 | 33.878.916 $ | +407.766 $ | +1,2 % | 1 | 33.471.150 $ | +6.499.565 $ | +24,1 % | 1 |
| iSHARES TRUST | → 0 | 24.107.651 $ | +2.665.378 $ | +12,4 % | 1 | 21.442.273 $ | -169.928 $ | -0,8 % | 1 | 21.612.201 $ | +692.120 $ | +3,3 % | 1 | 20.920.081 $ | +2.906.516 $ | +16,1 % | 1 | ||
| Broadcom Inc. | AVGO | → 0 | Neutral | 23.329.883 $ | +3.831.991 $ | +19,7 % | 1 | 19.497.892 $ | -2.882.684 $ | -12,9 % | 1 | 22.380.576 $ | +1.380.147 $ | +6,6 % | 1 | 21.000.429 $ | +5.047.421 $ | +31,6 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 21.431.441 $ | +2.541.598 $ | +13,5 % | 1 | 18.889.843 $ | -1.746.234 $ | -8,5 % | 1 | 20.636.077 $ | +1.547.985 $ | +8,1 % | 1 | 19.088.092 $ | +4.488.603 $ | +30,7 % | 1 |
| QUANTA SERVICES, INC. | PWR | → 0 | Stark | 19.903.358 $ | +4.516.525 $ | +29,4 % | 1 | ||||||||||||
| 266.330.994 $ | +21.629.482 $ | +14,7 % | 7 | 221.192.232 $ | +50.431.677 $ | +2.750,2 % | 6 | 227.894.202 $ | +61.506.929 $ | +3.288,2 % | 6 | 220.589.730 $ | +77.473.368 $ | +4.983,6 % | 6 | ||||