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 |
|---|---|---|---|---|---|---|---|---|
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -675 | -100.0% | -$30.05万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -362 | -100.0% | -$20.98万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -1,518 | -100.0% | -$20.11万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $20.11万 | 0.13% | 2,609 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $20.16万 | 0.13% | 2,230 | 2,230 | — | $20.16万 | 新建仓 |
| IMTM | ISHARES TR | $20.77万 | 0.13% | 4,326 | 4,326 | — | $20.77万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $20.88万 | 0.13% | 1,328 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $21.15万 | 0.14% | 2,662 | 2,662 | — | $21.15万 | 新建仓 |
| GLD | SPDR GOLD TR | $21.51万 | 0.14% | 500 | 500 | — | $21.51万 | 新建仓 |
| GPC | GENUINE PARTS CO | $21.60万 | 0.14% | 2,043 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $22.04万 | 0.14% | 246 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $22.22万 | 0.14% | 3,900 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $22.33万 | 0.14% | 19,882 | 0 | 0.0% | — | 不变 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $22.73万 | 0.15% | 14,512 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.05万 | 0.15% | 481 | 31 | 6.9% | $1.49万 | 加仓 |
| IVW | ISHARES TR | $23.24万 | 0.15% | 2,055 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $23.26万 | 0.15% | 538 | 8 | 1.5% | $3,459 | 加仓 |
| HD | HOME DEPOT INC | $23.88万 | 0.15% | 726 | 35 | 5.1% | $1.15万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $24.06万 | 0.15% | 2,343 | 84 | 3.7% | $8,624 | 加仓 |
| ARKW | ARK ETF TR | $24.12万 | 0.16% | 2,000 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $24.34万 | 0.16% | 2,725 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $25.01万 | 0.16% | 433 | 2 | 0.5% | $1,155 | 加仓 |
| LNG | CHENIERE ENERGY INC | $25.03万 | 0.16% | 882 | 882 | — | $25.03万 | 新建仓 |
| SNA | SNAP ON INC | $25.13万 | 0.16% | 692 | 1 | 0.1% | $363 | 加仓 |
| BUSE | FIRST BUSEY CORP | $25.32万 | 0.16% | 10,018 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $25.51万 | 0.16% | 427 | 2 | 0.5% | $1,195 | 加仓 |
| CME | CME GROUP INC | $25.55万 | 0.16% | 865 | 4 | 0.5% | $1,181 | 加仓 |
| MRK | MERCK & CO INC | $26.33万 | 0.17% | 2,189 | 17 | 0.8% | $2,045 | 加仓 |
| PPL | PPL CORP | $26.74万 | 0.17% | 7,000 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $26.82万 | 0.17% | 843 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $27.04万 | 0.17% | 4,000 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $27.31万 | 0.18% | 13,620 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $28.21万 | 0.18% | 596 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $28.37万 | 0.18% | 2,311 | 750 | 48.0% | $9.21万 | 加仓 |
| WM | WASTE MGMT INC DEL | $29.18万 | 0.19% | 1,270 | -34 | -2.6% | -$7,813 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $30.39万 | 0.20% | 2,073 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $30.61万 | 0.20% | 5,400 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $31.07万 | 0.20% | 9,266 | 10 | 0.1% | $335 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $31.24万 | 0.20% | 1,067 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $31.27万 | 0.20% | 801 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $32.35万 | 0.21% | 4,498 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $34.07万 | 0.22% | 1,712 | 28 | 1.7% | $5,573 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $34.09万 | 0.22% | 1,009 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $35.32万 | 0.23% | 2,136 | 5 | 0.2% | $827 | 加仓 |
| MKC | MCCORMICK & CO INC | $35.35万 | 0.23% | 7,009 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $35.42万 | 0.23% | 5,482 | 325 | 6.3% | $2.10万 | 加仓 |
| KO | COCA COLA CO | $36.12万 | 0.23% | 4,749 | 90 | 1.9% | $6,845 | 加仓 |
| SBUX | STARBUCKS CORP | $37.34万 | 0.24% | 4,168 | 0 | 0.0% | — | 不变 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $37.47万 | 0.24% | 4,433 | -75 | -1.7% | -$6,339 | 减仓 |
| IQV | IQVIA HLDGS INC | $37.95万 | 0.24% | 2,225 | 0 | 0.0% | — | 不变 |
| VTWG | VANGUARD SCOTTSDALE FDS | $38.71万 | 0.25% | 1,690 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $38.89万 | 0.25% | 1,600 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $41.31万 | 0.27% | 4,396 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $42.72万 | 0.28% | 15,215 | 415 | 2.8% | $1.17万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $42.81万 | 0.28% | 1,533 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $43.51万 | 0.28% | 1,461 | 179 | 14.0% | $5.33万 | 加仓 |
| DHR | DANAHER CORP DEL | $45.31万 | 0.29% | 2,390 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $46.61万 | 0.30% | 1,752 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $47.17万 | 0.30% | 2,527 | 60 | 2.4% | $1.12万 | 加仓 |
| SYK | STRYKER CORPORATION | $47.78万 | 0.31% | 1,454 | -27 | -1.8% | -$8,872 | 减仓 |
| COP | CONOCOPHILLIPS | $52.05万 | 0.34% | 3,943 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $52.18万 | 0.34% | 5,664 | 86 | 1.5% | $7,922 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $52.23万 | 0.34% | 23,720 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $52.38万 | 0.34% | 1,800 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $52.48万 | 0.34% | 2,165 | 78 | 3.7% | $1.89万 | 加仓 |
| MET | METLIFE INC | $53.92万 | 0.35% | 7,625 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $54.00万 | 0.35% | 2,724 | 45 | 1.7% | $8,921 | 加仓 |
| CSCO | CISCO SYS INC | $54.25万 | 0.35% | 6,992 | 132 | 1.9% | $1.02万 | 加仓 |
| TMUS | T-MOBILE US INC | $54.38万 | 0.35% | 2,589 | 3 | 0.1% | $630 | 加仓 |
| CVX | CHEVRON CORPORATION | $57.21万 | 0.37% | 2,765 | 499 | 22.0% | $10.32万 | 加仓 |
| AMRC | AMERESCO INC | $57.76万 | 0.37% | 22,650 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $58.13万 | 0.37% | 852 | 2 | 0.2% | $1,364 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $58.62万 | 0.38% | 4,411 | 123 | 2.9% | $1.63万 | 加仓 |
| BLK | BLACKROCK INC | $59.43万 | 0.38% | 618 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $61.41万 | 0.40% | 1,984 | 184 | 10.2% | $5.69万 | 加仓 |
| NFLX | NETFLIX INC. | $63.65万 | 0.41% | 6,620 | -207 | -3.0% | -$1.99万 | 减仓 |
| — | HONEYWELL INTL INC | $64.35万 | 0.41% | 2,847 | 0 | 0.0% | — | 不变 |
| HYGV | FLEXSHARES TR | $65.76万 | 0.42% | 16,416 | -708 | -4.1% | -$2.84万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $66.64万 | 0.43% | 26,871 | -1,310 | -4.6% | -$3.25万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $68.17万 | 0.44% | 3,950 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY COVINGTON TRUST | $69.38万 | 0.45% | 18,507 | 660 | 3.7% | $2.47万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $69.66万 | 0.45% | 5,500 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $73.35万 | 0.47% | 15,663 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $74.37万 | 0.48% | 5,680 | 4 | 0.1% | $524 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $75.60万 | 0.49% | 1,162 | 12 | 1.0% | $7,807 | 加仓 |
| MCD | MCDONALDS CORP | $79.38万 | 0.51% | 2,554 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO ETF TR | $84.33万 | 0.54% | 16,715 | 1,583 | 10.5% | $7.99万 | 加仓 |
| GOOG | ALPHABET INC | $84.42万 | 0.54% | 2,943 | 0 | 0.0% | — | 不变 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $84.63万 | 0.55% | 11,795 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $85.15万 | 0.55% | 35,086 | 1,402 | 4.2% | $3.40万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $86.60万 | 0.56% | 8,596 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $87.34万 | 0.56% | 6,663 | 95 | 1.4% | $1.25万 | 加仓 |
| META | META PLATFORMS INC | $88.17万 | 0.57% | 1,541 | 51 | 3.4% | $2.92万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $90.50万 | 0.58% | 3,077 | 137 | 4.7% | $4.03万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $93.11万 | 0.60% | 6,446 | 68 | 1.1% | $9,822 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $93.51万 | 0.60% | 11,604 | 2,051 | 21.5% | $16.53万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $97.06万 | 0.63% | 20,616 | 1,200 | 6.2% | $5.65万 | 加仓 |
| AMGN | AMGEN INC | $97.39万 | 0.63% | 2,768 | 0 | 0.0% | — | 不变 |