| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 64.134.085 $ | +5.536.786 $ | +117,3 % | 20 | 57.150.229 $ | +3.797.795 $ | +114,1 % | 20 | 59.102.362 $ | +39.640.940 $ | -74,2 % | 21 | ||||
| SCHWAB STRATEGIC TRUST | → 0 | 28.355.202 $ | +2.884.584 $ | +11,3 % | 1 | 25.470.618 $ | +1.767.225 $ | +7,5 % | 1 | 23.703.393 $ | +23.703.393 $ | 1 | |||
| ISHARES TR | → 0 | 14.791.410 $ | +14.189.328 $ | +2.356,7 % | 1 | 13.425.669 $ | +12.904.916 $ | +2.478,1 % | 1 | 13.730.325 $ | +13.730.325 $ | 1 | |||
| ISHARES SP 500/BARRA GROWTH I | → 0 | 6.335.045 $ | -8.456.365 $ | -57,2 % | 1 | 5.257.919 $ | -8.167.750 $ | -60,8 % | 1 | 5.731.097 $ | -7.999.228 $ | -58,3 % | 1 | ||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 5.208.614 $ | +1.185.047 $ | +29,5 % | 1 | 4.023.567 $ | -272.334 $ | -6,3 % | 1 | 4.295.901 $ | +4.295.901 $ | 1 | ||
| iSHARES TRUST | → 0 | 939.459 $ | +105.310 $ | +12,6 % | 1 | 834.149 $ | -1.888.192 $ | -69,4 % | 1 | 2.722.341 $ | +2.722.341 $ | 1 | |||
| FIRST TRUST PORTFOLIOS LP | → 0 | 1.556.584 $ | +31.055 $ | +2,0 % | 1 | 1.525.529 $ | -37.052 $ | -2,4 % | 1 | 1.562.581 $ | +1.562.581 $ | 1 | |||
| Meta Platforms, Inc. | META | → 0 | Neutral | 573.992 $ | -63.933 $ | -10,0 % | 1 | 637.925 $ | -184.383 $ | -22,4 % | 1 | 822.308 $ | +822.308 $ | 1 | |
| Tesla, Inc. | TSLA | → 0 | Schwach | 725.535 $ | +84.266 $ | +13,1 % | 1 | 641.269 $ | -134.498 $ | -17,3 % | 1 | 775.767 $ | +775.767 $ | 1 | |
| BRISTOL MYERS SQUIBB CO | BMY | → 0 | Neutral | 618.205 $ | -42.880 $ | -6,5 % | 1 | 661.085 $ | +73.139 $ | +12,4 % | 1 | 587.946 $ | +587.946 $ | 1 | |
| Aon plc | AON | → 0 | Neutral | 594.388 $ | +15.966 $ | +2,8 % | 1 | 578.422 $ | -53.939 $ | -8,5 % | 1 | 632.361 $ | +632.361 $ | 1 | |
| FIDELITY COMWLTH TR | → 0 | 602.082 $ | -4.655.837 $ | -88,5 % | 1 | 520.753 $ | -45.013 $ | -8,0 % | 1 | 565.766 $ | -5.165.331 $ | -90,1 % | 1 | ||
| MARSH & MCLENNAN COMPANIES, INC. | MRSH | → 0 | Stark | 530.011 $ | -21.560 $ | -3,9 % | 1 | 551.571 $ | -38.383 $ | -6,5 % | 1 | 589.954 $ | +589.954 $ | 1 | |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | → 0 | Sehr schwach | 524.340 $ | +60.406 $ | +13,0 % | 1 | 463.934 $ | -103.012 $ | -18,2 % | 1 | 566.946 $ | +566.946 $ | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 563.854 $ | +59.984 $ | +11,9 % | 1 | 503.870 $ | -39.063 $ | -7,2 % | 1 | 542.933 $ | +542.933 $ | 1 | |
| MANULIFE FINANCIAL CORP | MFC | → 0 | Sehr schwach | 492.480 $ | +73.793 $ | +17,6 % | 1 | 418.687 $ | -22.369 $ | -5,1 % | 1 | 441.056 $ | +441.056 $ | 1 | |
| EXXON MOBIL CORP | XOM | → 0 | Stark | 384.580 $ | -91.261 $ | -19,2 % | 1 | 475.841 $ | +139.317 $ | +41,4 % | 1 | 336.524 $ | +336.524 $ | 1 | |
| AMAZON COM INC | AMZN | → 0 | Stark | 446.888 $ | +60.964 $ | +15,8 % | 1 | 385.924 $ | -76.409 $ | -16,5 % | 1 | 462.333 $ | +462.333 $ | 1 | |
| PNC FINANCIAL SERVICES GROUP, INC. | PNC | → 0 | Stark | 319.840 $ | +47.450 $ | +17,4 % | 1 | 272.390 $ | -838 $ | -0,3 % | 1 | 273.228 $ | +273.228 $ | 1 | |
| NVIDIA CORP | NVDA | → 0 | Neutral | 313.013 $ | +37.957 $ | +13,8 % | 1 | 275.056 $ | -23.932 $ | -8,0 % | 1 | 298.988 $ | +298.988 $ | 1 | |
| DICK'S SPORTING GOODS, INC. | DKS | → 0 | Neutral | 258.563 $ | +32.512 $ | +14,4 % | 1 | 226.051 $ | +365 $ | +0,2 % | 1 | 225.686 $ | +225.686 $ | 1 | |
| Arthur J. Gallagher & Co. | AJG | → 0 | Stark | 234.928 $ | +234.928 $ | 1 | |||||||||
| 64.134.085 $ | +5.536.786 $ | +117,3 % | 20 | 57.150.229 $ | +3.797.795 $ | +114,1 % | 20 | 59.102.362 $ | +39.640.940 $ | -74,2 % | 21 | ||||