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 |
|---|---|---|---|---|---|---|---|---|
| MKC | MCCORMICK & CO INC | $35.35万 | 0.23% | 7,009 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $35.32万 | 0.23% | 2,136 | 5 | 0.2% | $827 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $34.09万 | 0.22% | 1,009 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $34.07万 | 0.22% | 1,712 | 28 | 1.7% | $5,573 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $32.35万 | 0.21% | 4,498 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $31.27万 | 0.20% | 801 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $31.24万 | 0.20% | 1,067 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $31.07万 | 0.20% | 9,266 | 10 | 0.1% | $335 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $30.61万 | 0.20% | 5,400 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $30.39万 | 0.20% | 2,073 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $29.18万 | 0.19% | 1,270 | -34 | -2.6% | -$7,813 | 减仓 |
| ANET | ARISTA NETWORKS INC | $28.37万 | 0.18% | 2,311 | 750 | 48.0% | $9.21万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $28.21万 | 0.18% | 596 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $27.31万 | 0.18% | 13,620 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $27.04万 | 0.17% | 4,000 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $26.82万 | 0.17% | 843 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $26.74万 | 0.17% | 7,000 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $26.33万 | 0.17% | 2,189 | 17 | 0.8% | $2,045 | 加仓 |
| CME | CME GROUP INC | $25.55万 | 0.16% | 865 | 4 | 0.5% | $1,181 | 加仓 |
| VOO | VANGUARD INDEX FDS | $25.51万 | 0.16% | 427 | 2 | 0.5% | $1,195 | 加仓 |
| BUSE | FIRST BUSEY CORP | $25.32万 | 0.16% | 10,018 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $25.13万 | 0.16% | 692 | 1 | 0.1% | $363 | 加仓 |
| LNG | CHENIERE ENERGY INC | $25.03万 | 0.16% | 882 | 882 | — | $25.03万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $25.01万 | 0.16% | 433 | 2 | 0.5% | $1,155 | 加仓 |
| DLN | WISDOMTREE TR | $24.34万 | 0.16% | 2,725 | 0 | 0.0% | — | 不变 |
| ARKW | ARK ETF TR | $24.12万 | 0.16% | 2,000 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $24.06万 | 0.15% | 2,343 | 84 | 3.7% | $8,624 | 加仓 |
| HD | HOME DEPOT INC | $23.88万 | 0.15% | 726 | 35 | 5.1% | $1.15万 | 加仓 |
| INTU | INTUIT | $23.26万 | 0.15% | 538 | 8 | 1.5% | $3,459 | 加仓 |
| IVW | ISHARES TR | $23.24万 | 0.15% | 2,055 | 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 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $22.73万 | 0.15% | 14,512 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $22.33万 | 0.14% | 19,882 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $22.22万 | 0.14% | 3,900 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $22.04万 | 0.14% | 246 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $21.60万 | 0.14% | 2,043 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $21.51万 | 0.14% | 500 | 500 | — | $21.51万 | 新建仓 |
| XEL | XCEL ENERGY INC | $21.15万 | 0.14% | 2,662 | 2,662 | — | $21.15万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $20.88万 | 0.13% | 1,328 | 0 | 0.0% | — | 不变 |
| IMTM | ISHARES TR | $20.77万 | 0.13% | 4,326 | 4,326 | — | $20.77万 | 新建仓 |
| OKE | ONEOK INC NEW | $20.16万 | 0.13% | 2,230 | 2,230 | — | $20.16万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $20.11万 | 0.13% | 2,609 | 0 | 0.0% | — | 不变 |
| 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 |