Kuhn & Co Investment Counsel
Chicago IL · SEC CIK 0002011958
$1.73亿2026Q2 申报市值
149持仓数
33.0%前十大占比 · 第一大 4.4%
11 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
INTC 新建仓+$59.08万
AMAT 新建仓+$40.20万
HONA 新建仓+$31.42万
NBIS 新建仓+$25.71万
WISDOMTREE TR 新建仓+$25.18万
2026Q2 卖出最多 按季末市值估算
LRCX 减仓-$142.00万
NVDA 减仓-$40.70万
MODL 减仓-$38.31万
HON 减仓-$31.64万
CRWD 清仓-$31.27万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $40.20万 | 0.23% | 556 | 556 | — | $40.20万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $39.60万 | 0.23% | 2,331 | 20 | 0.9% | $3,398 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $39.19万 | 0.23% | 2,166 | 30 | 1.4% | $5,427 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $38.25万 | 0.22% | 1,540 | 7 | 0.5% | $1,739 | 加仓 |
| PFE | PFIZER INC | $36.99万 | 0.21% | 15,362 | 147 | 1.0% | $3,540 | 加仓 |
| BA | BOEING CO | $36.15万 | 0.21% | 1,670 | -42 | -2.5% | -$9,092 | 减仓 |
| MKC | MCCORMICK & CO INC | $35.34万 | 0.20% | 7,009 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $33.84万 | 0.20% | 852 | 9 | 1.1% | $3,575 | 加仓 |
| ADBE | ADOBE INC | $32.97万 | 0.19% | 1,608 | 8 | 0.5% | $1,640 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $32.89万 | 0.19% | 2,073 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $32.33万 | 0.19% | 4,000 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $32.11万 | 0.19% | 1,434 | -1,413 | -49.6% | -$31.64万 | 减仓 |
| QQQ | INVESCO QQQ TR | $31.91万 | 0.18% | 433 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $31.42万 | 0.18% | 1,421 | 1,421 | — | $31.42万 | 新建仓 |
| KEY | KEYCORP | $31.41万 | 0.18% | 13,626 | 6 | 0.0% | $138 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $30.50万 | 0.18% | 5,400 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $29.74万 | 0.17% | 9,302 | 36 | 0.4% | $1,151 | 加仓 |
| BUSE | FIRST BUSEY CORP | $29.55万 | 0.17% | 10,018 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $29.33万 | 0.17% | 427 | 0 | 0.0% | — | 不变 |
| ARKW | ARK ETF TR | $28.97万 | 0.17% | 2,000 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $28.75万 | 0.17% | 2,237 | 48 | 2.2% | $6,168 | 加仓 |
| WM | WASTE MGMT INC DEL | $28.48万 | 0.16% | 1,278 | 8 | 0.6% | $1,783 | 加仓 |
| IVW | ISHARES TR | $28.26万 | 0.16% | 2,055 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $27.89万 | 0.16% | 693 | 1 | 0.1% | $402 | 加仓 |
| HD | HOME DEPOT INC | $26.31万 | 0.15% | 746 | 20 | 2.8% | $7,054 | 加仓 |
| DLN | WISDOMTREE TR | $26.25万 | 0.15% | 2,725 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $25.71万 | 0.15% | 931 | 931 | — | $25.71万 | 新建仓 |
| PPL | PPL CORP | $25.51万 | 0.15% | 7,018 | 18 | 0.3% | $654 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.47万 | 0.15% | 509 | 28 | 5.8% | $1.40万 | 加仓 |
| — | WISDOMTREE TR | $25.18万 | 0.15% | 6,952 | 6,952 | — | $25.18万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $24.77万 | 0.14% | 596 | 596 | — | $24.77万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $24.37万 | 0.14% | 249 | 3 | 1.2% | $2,936 | 加仓 |
| GPC | GENUINE PARTS CO | $24.10万 | 0.14% | 2,043 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $23.45万 | 0.14% | 3,900 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $23.35万 | 0.13% | 599 | 3 | 0.5% | $1,170 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $23.34万 | 0.13% | 19,882 | 0 | 0.0% | — | 不变 |
| IMTM | ISHARES TR | $23.07万 | 0.13% | 4,326 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $23.01万 | 0.13% | 1,003 | 1,003 | — | $23.01万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $22.98万 | 0.13% | 2,000 | 2,000 | — | $22.98万 | 新建仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $22.90万 | 0.13% | 14,512 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $22.10万 | 0.13% | 1,365 | 10 | 0.7% | $1,619 | 重新持有 |
| ABT | ABBOTT LABORATORIES | $21.57万 | 0.12% | 2,377 | 34 | 1.5% | $3,085 | 加仓 |
| TFC | TRUIST FINL CORP | $21.48万 | 0.12% | 4,311 | 21 | 0.5% | $1,046 | 重新持有 |
| XEL | XCEL ENERGY INC | $21.46万 | 0.12% | 2,672 | 10 | 0.4% | $803 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $21.32万 | 0.12% | 1,196 | 1,196 | — | $21.32万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $21.18万 | 0.12% | 886 | 4 | 0.5% | $956 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.98万 | 0.12% | 2,945 | 2,945 | — | $20.98万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.58万 | 0.12% | 4,860 | 4,860 | — | $20.58万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $20.17万 | 0.12% | 1,333 | 5 | 0.4% | $757 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -801 | -100.0% | -$31.27万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -865 | -100.0% | -$25.55万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -538 | -100.0% | -$23.26万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -500 | -100.0% | -$21.51万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -2,230 | -100.0% | -$20.16万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -2,609 | -100.0% | -$20.11万 | 清仓 |