| 2026-07-08 | LLY일라이 릴리 | 유지 | Buy → Buy | Truist Securities |
| 2026-07-08 | JNJ존슨앤존슨 | 유지 | Overweight → Overweight | Morgan Stanley |
| 2026-07-08 | LLY일라이 릴리 | 유지 | Overweight → Overweight | Morgan Stanley |
| 2026-07-08 | JNJ존슨앤존슨 | 유지 | Buy → Buy | Citigroup |
| 2026-07-08 | AMZN아마존 | 유지 | Buy → Buy | TD Cowen |
| 2026-07-08 | NFLX넷플릭스 | 유지 | Outperform → Outperform | Bernstein |
| 2026-07-08 | LLY일라이 릴리 | 유지 | Outperform → Outperform | RBC Capital |
| 2026-07-08 | MA마스터카드 | 신규 | - → Overweight | Barclays |
| 2026-07-08 | V비자 | 신규 | - → Overweight | Barclays |
| 2026-07-07 | AVGO브로드컴 | 하향 | Buy → Hold | Erste Group |
| 2026-07-07 | JPMJP모건 | 유지 | Buy → Buy | B of A Securities |
| 2026-07-07 | MA마스터카드 | 유지 | Buy → Buy | TD Cowen |
| 2026-07-07 | BACBank of America Corporation | 유지 | Buy → Buy | UBS |
| 2026-07-07 | JPMJP모건 | 유지 | Buy → Buy | UBS |
| 2026-07-07 | LLY일라이 릴리 | 유지 | Overweight → Overweight | JP Morgan |
| 2026-07-07 | SPCXSpace Exploration Technologies | 신규 | - → Buy | Deutsche Bank |
| 2026-07-07 | SPCXSpace Exploration Technologies | 신규 | - → Overweight | Cantor Fitzgerald |
| 2026-07-07 | SPCXSpace Exploration Technologies | 신규 | - → Outperform | Macquarie |
| 2026-07-07 | TSLA테슬라 | 유지 | Outperform → Outperform | RBC Capital |
| 2026-07-07 | V비자 | 유지 | Outperform → Outperform | Baird |
| 2026-07-07 | MA마스터카드 | 유지 | Outperform → Outperform | Baird |
| 2026-07-07 | SPCXSpace Exploration Technologies | 신규 | - → Buy | Clear Street |
| 2026-07-07 | SPCXSpace Exploration Technologies | 신규 | - → Outperform | RBC Capital |
| 2026-07-06 | UNH유나이티드헬스 | 유지 | Hold → Hold | HSBC |
| 2026-07-06 | MSFT마이크로소프트 | 유지 | Outperform → Outperform | Wolfe Research |
| 2026-07-06 | MSFT마이크로소프트 | 유지 | Buy → Buy | DA Davidson |
| 2026-07-06 | JPMJP모건 | 유지 | Outperform → Outperform | Evercore ISI Group |
| 2026-07-06 | BACBank of America Corporation | 유지 | Outperform → Outperform | Evercore ISI Group |
| 2026-07-06 | AMDAdvanced Micro Devices, Inc. | 유지 | Buy → Buy | Goldman Sachs |
| 2026-07-06 | AMATApplied Materials, Inc. | 유지 | Equal-Weight → Equal-Weight | Morgan Stanley |
| 2026-07-06 | LLY일라이 릴리 | 유지 | Overweight → Overweight | Cantor Fitzgerald |
| 2026-07-06 | BACBank of America Corporation | 유지 | Overweight → Overweight | JP Morgan |
| 2026-07-06 | JPMJP모건 | 유지 | Overweight → Overweight | Wells Fargo |
| 2026-07-06 | BACBank of America Corporation | 유지 | Overweight → Overweight | Wells Fargo |
| 2026-07-02 | TSLA테슬라 | 유지 | Hold → Hold | Freedom Broker |
| 2026-07-02 | TSLA테슬라 | 유지 | Equal-Weight → Equal-Weight | Morgan Stanley |
| 2026-07-02 | XOM엑슨모빌 | 유지 | Buy → Buy | TD Cowen |
| 2026-07-02 | TSLA테슬라 | 유지 | Hold → Hold | Truist Securities |
| 2026-07-02 | AMZN아마존 | 유지 | Overweight → Overweight | Wells Fargo |
| 2026-07-02 | GOOGL알파벳 | 유지 | Overweight → Overweight | Wells Fargo |
| 2026-07-02 | PLTRPalantir Technologies Inc. | 상향 | Neutral → Buy | DA Davidson |
| 2026-06-30 | AMDAdvanced Micro Devices, Inc. | 유지 | Overweight → Overweight | Wells Fargo |
| 2026-06-30 | AMATApplied Materials, Inc. | 유지 | Positive → Positive | Susquehanna |
| 2026-06-30 | V비자 | 신규 | Overweight → Overweight | Piper Sandler |
| 2026-06-30 | MA마스터카드 | 신규 | Overweight → Overweight | Piper Sandler |
| 2026-06-30 | BACBank of America Corporation | 하향 | Outperform → Perform | Oppenheimer |
| 2026-06-30 | UNH유나이티드헬스 | 유지 | Overweight → Overweight | Morgan Stanley |
| 2026-06-30 | GOOGL알파벳 | 유지 | Overweight → Overweight | Morgan Stanley |
| 2026-06-29 | JPMJP모건 | 유지 | Equal-Weight → Equal-Weight | Morgan Stanley |
| 2026-06-29 | XOM엑슨모빌 | 유지 | Overweight → Overweight | Morgan Stanley |
| 2026-06-29 | MUMicron Technology, Inc. | 유지 | Overweight → Overweight | Cantor Fitzgerald |
| 2026-06-29 | INTCIntel Corporation | 유지 | Neutral → Neutral | Cantor Fitzgerald |
| 2026-06-29 | AMDAdvanced Micro Devices, Inc. | 유지 | Overweight → Overweight | Cantor Fitzgerald |
| 2026-06-29 | AMATApplied Materials, Inc. | 유지 | Overweight → Overweight | Cantor Fitzgerald |
| 2026-06-29 | AMATApplied Materials, Inc. | 유지 | Overweight → Overweight | Keybanc |
| 2026-06-26 | AMATApplied Materials, Inc. | 유지 | Overweight → Overweight | Wells Fargo |
| 2026-06-26 | JNJ존슨앤존슨 | 유지 | Buy → Buy | Guggenheim |
| 2026-06-25 | MUMicron Technology, Inc. | 유지 | Overweight → Overweight | Barclays |
| 2026-06-25 | MUMicron Technology, Inc. | 유지 | Buy → Buy | Citigroup |
| 2026-06-25 | MUMicron Technology, Inc. | 유지 | Neutral → Neutral | Goldman Sachs |
| 2026-06-25 | MUMicron Technology, Inc. | 유지 | Overweight → Overweight | Morgan Stanley |
| 2026-06-25 | AAPL애플 | 유지 | Outperform → Outperform | Evercore ISI Group |
| 2026-06-25 | MSFT마이크로소프트 | 유지 | Hold → Hold | Stifel |
| 2026-06-25 | CSCOCisco Systems, Inc. | 유지 | Overweight → Overweight | Keybanc |
| 2026-06-25 | INTCIntel Corporation | 신규 | Sell → Neutral | Goldman Sachs |
| 2026-06-24 | UNH유나이티드헬스 | 유지 | Buy → Buy | B of A Securities |
| 2026-06-24 | AMDAdvanced Micro Devices, Inc. | 유지 | Buy → Buy | UBS |
| 2026-06-23 | HD홈디포 | 하향 | Outperform → Peer Perform | Wolfe Research |
| 2026-06-23 | INTCIntel Corporation | 유지 | Buy → Buy | B of A Securities |
| 2026-06-22 | AAPL애플 | 하향 | Outperform → Hold | KGI Securities |
| 2026-06-18 | AAPL애플 | 유지 | Buy → Buy | B of A Securities |
| 2026-06-17 | UNH유나이티드헬스 | 유지 | Outperform → Outperform | Leerink Partners |
| 2026-06-17 | AMDAdvanced Micro Devices, Inc. | 유지 | Outperform → Outperform | Bernstein |
| 2026-06-16 | PLTRPalantir Technologies Inc. | 상향 | Underperform → Peer Perform | Wolfe Research |
| 2026-06-16 | XOM엑슨모빌 | 상향 | Neutral → Buy | B of A Securities |
| 2026-06-12 | CSCOCisco Systems, Inc. | 유지 | Overweight → Overweight | Morgan Stanley |
| 2026-06-12 | TSLA테슬라 | 유지 | Sell → Sell | GLJ Research |
| 2026-06-12 | KO코카콜라 | 신규 | - → Market Perform | Bernstein |
| 2026-06-11 | ORCLOracle Corporation | 유지 | Outperform → Outperform | Bernstein |
| 2026-06-11 | ORCLOracle Corporation | 유지 | Sector Perform → Sector Perform | RBC Capital |
| 2026-06-11 | ORCLOracle Corporation | 유지 | Buy → Buy | TD Cowen |
| 2026-06-11 | KO코카콜라 | 신규 | - → Market Perform | Bernstein |
| 2026-06-11 | PGP&G | 신규 | - → Market Perform | Bernstein |
| 2026-06-11 | ORCLOracle Corporation | 유지 | Overweight → Overweight | Barclays |
| 2026-06-11 | ORCLOracle Corporation | 유지 | Overweight → Overweight | Cantor Fitzgerald |
| 2026-06-11 | INTCIntel Corporation | 상향 | Underperform → Buy | B of A Securities |
| 2026-06-09 | AAPL애플 | 유지 | Buy → Buy | TD Cowen |
| 2026-06-09 | AAPL애플 | 유지 | Buy → Buy | Maxim Group |
| 2026-06-08 | UNH유나이티드헬스 | 유지 | Outperform → Outperform | Mizuho |
| 2026-06-08 | CSCOCisco Systems, Inc. | 유지 | Buy → Buy | B of A Securities |
| 2026-06-08 | WMT월마트 | 유지 | Buy → Buy | BTIG |
| 2026-06-05 | NVDA엔비디아 | 신규 | - → Buy | China Renaissance |
| 2026-06-05 | PLTRPalantir Technologies Inc. | 유지 | Buy → Buy | Rosenblatt |
| 2026-06-05 | PLTRPalantir Technologies Inc. | 유지 | Outperform → Outperform | Wedbush |
| 2026-06-04 | AVGO브로드컴 | 유지 | Buy → Buy | UBS |
| 2026-06-04 | AVGO브로드컴 | 유지 | Buy → Buy | B of A Securities |
| 2026-06-04 | AVGO브로드컴 | 유지 | Outperform → Outperform | Mizuho |
| 2026-06-04 | AVGO브로드컴 | 유지 | Outperform → Outperform | Oppenheimer |
| 2026-06-04 | COST코스트코 | 유지 | Neutral → Neutral | DA Davidson |
| 2026-06-04 | MSFT마이크로소프트 | 유지 | Buy → Buy | TD Cowen |
| 2026-06-04 | MSFT마이크로소프트 | 유지 | Overweight → Overweight | Cantor Fitzgerald |
| 2026-06-03 | COST코스트코 | 유지 | Buy → Buy | TD Cowen |
| 2026-06-03 | MA마스터카드 | 유지 | Buy → Buy | Loop Capital |
| 2026-06-03 | WMT월마트 | 유지 | Buy → Buy | BTIG |
| 2026-06-03 | GOOGL알파벳 | 유지 | Buy → Buy | Needham |
| 2026-06-02 | NVDA엔비디아 | 유지 | Buy → Buy | Needham |
| 2026-06-02 | GOOGL알파벳 | 유지 | Buy → Buy | HSBC |
| 2026-06-01 | INTCIntel Corporation | 유지 | Equal-Weight → Equal-Weight | Barclays |
| 2026-06-01 | NVDA엔비디아 | 유지 | Buy → Buy | DA Davidson |
| 2026-06-01 | GOOGL알파벳 | 유지 | Overweight → Overweight | Piper Sandler |
| 2026-06-01 | COST코스트코 | 유지 | Neutral → Neutral | DA Davidson |
| 2026-05-29 | WMT월마트 | 유지 | Buy → Buy | Tigress Financial |
| 2026-05-29 | COST코스트코 | 유지 | Neutral → Neutral | DA Davidson |
| 2026-05-29 | COST코스트코 | 유지 | Buy → Buy | B of A Securities |
| 2026-05-29 | AMZN아마존 | 유지 | Buy → Buy | Truist Securities |
| 2026-05-27 | NVDA엔비디아 | 유지 | Strong Buy → Strong Buy | Tigress Financial |
| 2026-05-27 | XOM엑슨모빌 | 유지 | Neutral → Neutral | Mizuho |
| 2026-05-26 | XOM엑슨모빌 | 유지 | Overweight → Overweight | Barclays |
| 2026-05-26 | CSCOCisco Systems, Inc. | 유지 | Buy → Buy | B of A Securities |
| 2026-05-22 | WMT월마트 | 유지 | Buy → Buy | UBS |
| 2026-05-22 | WMT월마트 | 유지 | Outperform → Outperform | RBC Capital |
| 2026-05-21 | NVDA엔비디아 | 유지 | Buy → Buy | UBS |
| 2026-05-21 | KO코카콜라 | 유지 | Overweight → Overweight | Barclays |
| 2026-05-21 | PLTRPalantir Technologies Inc. | 유지 | Buy → Buy | Rosenblatt |
| 2026-05-20 | HD홈디포 | 유지 | Overweight → Overweight | Piper Sandler |
| 2026-05-20 | HD홈디포 | 유지 | Buy → Buy | Truist Securities |
| 2026-05-20 | HD홈디포 | 유지 | Buy → Buy | UBS |
| 2026-05-20 | HD홈디포 | 유지 | Buy → Buy | TD Cowen |
| 2026-05-20 | AMZN아마존 | 유지 | Overweight → Overweight | Wells Fargo |
| 2026-05-18 | NFLX넷플릭스 | 유지 | Buy → Buy | B of A Securities |
| 2026-05-18 | KO코카콜라 | 유지 | Buy → Buy | Citigroup |
| 2026-05-18 | KO코카콜라 | 유지 | Overweight → Overweight | Wells Fargo |
| 2026-05-15 | CSCOCisco Systems, Inc. | 상향 | Hold → Buy | HSBC |
| 2026-05-15 | NFLX넷플릭스 | 유지 | Buy → Buy | Guggenheim |
| 2026-05-13 | JNJ존슨앤존슨 | 상향 | Market Perform → Outperform | Leerink Partners |
| 2026-05-12 | AMZN아마존 | 유지 | Buy → Buy | TD Cowen |
| 2026-05-12 | V비자 | 유지 | Buy → Buy | Truist Securities |
| 2026-04-30 | V비자 | 유지 | Outperform → Outperform | Macquarie |
| 2026-04-27 | PGP&G | 유지 | Buy → Buy | UBS |
| 2026-04-27 | PGP&G | 유지 | Hold → Hold | TD Cowen |
| 2026-04-27 | PGP&G | 유지 | Overweight → Overweight | Wells Fargo |
| 2026-04-27 | PGP&G | 유지 | In-Line → In-Line | Evercore ISI Group |
| 2026-04-17 | NFLX넷플릭스 | 유지 | Overweight → Overweight | Piper Sandler |
| 2026-04-17 | NFLX넷플릭스 | 유지 | Outperform → Outperform | Oppenheimer |
| 2026-04-15 | JNJ존슨앤존슨 | 유지 | Equal-Weight → Equal-Weight | Barclays |
| 2024-09-30 | META메타 | 유지 | Overweight → Overweight | Cantor Fitzgerald |
| 2024-09-30 | META메타 | 유지 | Buy → Buy | Monness, Crespi, Hardt |
| 2024-09-26 | META메타 | 유지 | Buy → Buy | Rosenblatt |
| 2024-09-26 | META메타 | 유지 | Buy → Buy | B of A Securities |
| 2024-09-26 | META메타 | 유지 | Overweight → Overweight | JP Morgan |