Kuhn & Co Investment Counsel
Chicago IL · SEC CIK 0002011958
$1.55亿2026Q1 申报市值
142持仓数
31.4%前十大占比 · 第一大 4.4%
5 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTV 加仓+$101.65万
VUG 加仓+$82.73万
BIV 加仓+$76.25万
SPYG 加仓+$42.12万
CGGR 加仓+$41.26万
2026Q1 卖出最多 按季末市值估算
LRCX 减仓-$31.32万
ROP 清仓-$30.05万
TMO 清仓-$20.98万
J 清仓-$20.11万
HYMB 减仓-$3.25万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| JMST | J P MORGAN EXCHANGE TRADED F | $97.82万 | 0.63% | 19,188 | 2,854 | 17.5% | $14.55万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $99.62万 | 0.64% | 5,024 | 133 | 2.7% | $2.64万 | 加仓 |
| PEP | PEPSICO INC | $103.83万 | 0.67% | 6,686 | 48 | 0.7% | $7,454 | 加仓 |
| — | EXXON MOBIL CORP | $103.84万 | 0.67% | 6,121 | 121 | 2.0% | $2.05万 | 加仓 |
| TSLA | TESLA INC | $103.90万 | 0.67% | 2,795 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $105.99万 | 0.68% | 10,981 | 6 | 0.1% | $579 | 加仓 |
| VO | VANGUARD INDEX FDS | $107.80万 | 0.69% | 3,754 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $109.09万 | 0.70% | 8,778 | 144 | 1.7% | $1.79万 | 加仓 |
| VB | VANGUARD INDEX FDS | $109.59万 | 0.71% | 4,184 | 94 | 2.3% | $2.46万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $114.58万 | 0.74% | 4,402 | 52 | 1.2% | $1.35万 | 加仓 |
| PSX | PHILLIPS 66 | $114.67万 | 0.74% | 6,294 | 1,300 | 26.0% | $23.68万 | 加仓 |
| GWW | WW GRAINGER INC | $120.86万 | 0.78% | 1,108 | 10 | 0.9% | $1.09万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $126.74万 | 0.82% | 45,507 | 3,639 | 8.7% | $10.13万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $136.01万 | 0.88% | 5,564 | 35 | 0.6% | $8,555 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $136.30万 | 0.88% | 46,218 | 8,834 | 23.6% | $26.05万 | 加仓 |
| MSFT | MICROSOFT CORP | $142.11万 | 0.92% | 3,839 | 276 | 7.7% | $10.22万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $143.53万 | 0.92% | 124,805 | 24,901 | 24.9% | $28.64万 | 加仓 |
| MUNI | PIMCO ETF TR | $145.83万 | 0.94% | 27,942 | 2,421 | 9.5% | $12.64万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $158.71万 | 1.02% | 65,843 | -1,006 | -1.5% | -$2.42万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $165.48万 | 1.07% | 95,540 | 11,236 | 13.3% | $19.46万 | 加仓 |
| LIN | LINDE PLC | $169.70万 | 1.09% | 3,423 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $170.14万 | 1.10% | 8,820 | 0 | 0.0% | — | 不变 |
| FSMD | FIDELITY COVINGTON TRUST | $174.03万 | 1.12% | 38,916 | 7,332 | 23.2% | $32.79万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $178.83万 | 1.15% | 19,254 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $188.54万 | 1.21% | 6,238 | 142 | 2.3% | $4.29万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $196.52万 | 1.27% | 2,323 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $196.82万 | 1.27% | 6,844 | 280 | 4.3% | $8.05万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $200.67万 | 1.29% | 21,294 | -116 | -0.5% | -$1.09万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $216.35万 | 1.39% | 36,958 | 3,619 | 10.9% | $21.19万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $236.75万 | 1.52% | 51,897 | 7,274 | 16.3% | $33.18万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $246.21万 | 1.59% | 31,060 | 2,993 | 10.7% | $23.73万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $259.15万 | 1.67% | 17,498 | -39 | -0.2% | -$5,776 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $260.81万 | 1.68% | 33,793 | 9,880 | 41.3% | $76.25万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $273.34万 | 1.76% | 54,789 | 8,052 | 17.2% | $40.17万 | 加仓 |
| AMZN | AMAZON COM INC | $277.02万 | 1.78% | 13,301 | 349 | 2.7% | $7.27万 | 加仓 |
| MODL | VICTORY PORTFOLIOS II | $277.27万 | 1.79% | 62,043 | 5,541 | 9.8% | $24.76万 | 加仓 |
| LLY | ELI LILLY & CO | $296.26万 | 1.91% | 3,221 | 20 | 0.6% | $1.84万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $300.35万 | 1.93% | 30,676 | 4,302 | 16.3% | $42.12万 | 加仓 |
| WFC | WELLS FARGO & CO | $357.78万 | 2.30% | 44,942 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $378.71万 | 2.44% | 17,725 | -1,466 | -7.6% | -$31.32万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $407.35万 | 2.62% | 95,758 | 9,576 | 11.1% | $40.74万 | 加仓 |
| AAPL | APPLE INC | $501.39万 | 3.23% | 19,756 | 253 | 1.3% | $6.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $505.05万 | 3.25% | 28,959 | 15 | 0.1% | $2,616 | 加仓 |
| VUG | VANGUARD INDEX FDS | $531.94万 | 3.43% | 12,178 | 1,894 | 18.4% | $82.73万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $533.33万 | 3.44% | 132,701 | 10,267 | 8.4% | $41.26万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $672.39万 | 4.33% | 34,271 | 5,181 | 17.8% | $101.65万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $681.28万 | 4.39% | 139,236 | 7,289 | 5.5% | $35.67万 | 加仓 |