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 |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | $681.28万 | 4.39% | 139,236 | 7,289 | 5.5% | $35.67万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $672.39万 | 4.33% | 34,271 | 5,181 | 17.8% | $101.65万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $533.33万 | 3.44% | 132,701 | 10,267 | 8.4% | $41.26万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $531.94万 | 3.43% | 12,178 | 1,894 | 18.4% | $82.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $505.05万 | 3.25% | 28,959 | 15 | 0.1% | $2,616 | 加仓 |
| AAPL | APPLE INC | $501.39万 | 3.23% | 19,756 | 253 | 1.3% | $6.42万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $407.35万 | 2.62% | 95,758 | 9,576 | 11.1% | $40.74万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $378.71万 | 2.44% | 17,725 | -1,466 | -7.6% | -$31.32万 | 减仓 |
| WFC | WELLS FARGO & CO | $357.78万 | 2.30% | 44,942 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $300.35万 | 1.93% | 30,676 | 4,302 | 16.3% | $42.12万 | 加仓 |
| LLY | ELI LILLY & CO | $296.26万 | 1.91% | 3,221 | 20 | 0.6% | $1.84万 | 加仓 |
| MODL | VICTORY PORTFOLIOS II | $277.27万 | 1.79% | 62,043 | 5,541 | 9.8% | $24.76万 | 加仓 |
| AMZN | AMAZON COM INC | $277.02万 | 1.78% | 13,301 | 349 | 2.7% | $7.27万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $273.34万 | 1.76% | 54,789 | 8,052 | 17.2% | $40.17万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $260.81万 | 1.68% | 33,793 | 9,880 | 41.3% | $76.25万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $259.15万 | 1.67% | 17,498 | -39 | -0.2% | -$5,776 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $246.21万 | 1.59% | 31,060 | 2,993 | 10.7% | $23.73万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $236.75万 | 1.52% | 51,897 | 7,274 | 16.3% | $33.18万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $216.35万 | 1.39% | 36,958 | 3,619 | 10.9% | $21.19万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $200.67万 | 1.29% | 21,294 | -116 | -0.5% | -$1.09万 | 减仓 |
| GOOGL | ALPHABET INC | $196.82万 | 1.27% | 6,844 | 280 | 4.3% | $8.05万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $196.52万 | 1.27% | 2,323 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $188.54万 | 1.21% | 6,238 | 142 | 2.3% | $4.29万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $178.83万 | 1.15% | 19,254 | 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 |
| RTX | RTX CORPORATION | $170.14万 | 1.10% | 8,820 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $169.70万 | 1.09% | 3,423 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $165.48万 | 1.07% | 95,540 | 11,236 | 13.3% | $19.46万 | 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 |
| MUNI | PIMCO ETF TR | $145.83万 | 0.94% | 27,942 | 2,421 | 9.5% | $12.64万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $143.53万 | 0.92% | 124,805 | 24,901 | 24.9% | $28.64万 | 加仓 |
| MSFT | MICROSOFT CORP | $142.11万 | 0.92% | 3,839 | 276 | 7.7% | $10.22万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $136.30万 | 0.88% | 46,218 | 8,834 | 23.6% | $26.05万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $136.01万 | 0.88% | 5,564 | 35 | 0.6% | $8,555 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $126.74万 | 0.82% | 45,507 | 3,639 | 8.7% | $10.13万 | 加仓 |
| GWW | WW GRAINGER INC | $120.86万 | 0.78% | 1,108 | 10 | 0.9% | $1.09万 | 加仓 |
| PSX | PHILLIPS 66 | $114.67万 | 0.74% | 6,294 | 1,300 | 26.0% | $23.68万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $114.58万 | 0.74% | 4,402 | 52 | 1.2% | $1.35万 | 加仓 |
| VB | VANGUARD INDEX FDS | $109.59万 | 0.71% | 4,184 | 94 | 2.3% | $2.46万 | 加仓 |
| WMT | WALMART INC | $109.09万 | 0.70% | 8,778 | 144 | 1.7% | $1.79万 | 加仓 |
| VO | VANGUARD INDEX FDS | $107.80万 | 0.69% | 3,754 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $105.99万 | 0.68% | 10,981 | 6 | 0.1% | $579 | 加仓 |
| TSLA | TESLA INC | $103.90万 | 0.67% | 2,795 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $103.84万 | 0.67% | 6,121 | 121 | 2.0% | $2.05万 | 加仓 |
| PEP | PEPSICO INC | $103.83万 | 0.67% | 6,686 | 48 | 0.7% | $7,454 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $99.62万 | 0.64% | 5,024 | 133 | 2.7% | $2.64万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $97.82万 | 0.63% | 19,188 | 2,854 | 17.5% | $14.55万 | 加仓 |
| AMGN | AMGEN INC | $97.39万 | 0.63% | 2,768 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $97.06万 | 0.63% | 20,616 | 1,200 | 6.2% | $5.65万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $93.51万 | 0.60% | 11,604 | 2,051 | 21.5% | $16.53万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $93.11万 | 0.60% | 6,446 | 68 | 1.1% | $9,822 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $90.50万 | 0.58% | 3,077 | 137 | 4.7% | $4.03万 | 加仓 |
| META | META PLATFORMS INC | $88.17万 | 0.57% | 1,541 | 51 | 3.4% | $2.92万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $87.34万 | 0.56% | 6,663 | 95 | 1.4% | $1.25万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $86.60万 | 0.56% | 8,596 | 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 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $84.63万 | 0.55% | 11,795 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $84.42万 | 0.54% | 2,943 | 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 |
| MCD | MCDONALDS CORP | $79.38万 | 0.51% | 2,554 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $75.60万 | 0.49% | 1,162 | 12 | 1.0% | $7,807 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $74.37万 | 0.48% | 5,680 | 4 | 0.1% | $524 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $73.35万 | 0.47% | 15,663 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $69.66万 | 0.45% | 5,500 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY COVINGTON TRUST | $69.38万 | 0.45% | 18,507 | 660 | 3.7% | $2.47万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $68.17万 | 0.44% | 3,950 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $66.64万 | 0.43% | 26,871 | -1,310 | -4.6% | -$3.25万 | 减仓 |
| HYGV | FLEXSHARES TR | $65.76万 | 0.42% | 16,416 | -708 | -4.1% | -$2.84万 | 减仓 |
| — | HONEYWELL INTL INC | $64.35万 | 0.41% | 2,847 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $63.65万 | 0.41% | 6,620 | -207 | -3.0% | -$1.99万 | 减仓 |
| AVGO | BROADCOM INC | $61.41万 | 0.40% | 1,984 | 184 | 10.2% | $5.69万 | 加仓 |
| BLK | BLACKROCK INC | $59.43万 | 0.38% | 618 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $58.62万 | 0.38% | 4,411 | 123 | 2.9% | $1.63万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $58.13万 | 0.37% | 852 | 2 | 0.2% | $1,364 | 加仓 |
| AMRC | AMERESCO INC | $57.76万 | 0.37% | 22,650 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $57.21万 | 0.37% | 2,765 | 499 | 22.0% | $10.32万 | 加仓 |
| TMUS | T-MOBILE US INC | $54.38万 | 0.35% | 2,589 | 3 | 0.1% | $630 | 加仓 |
| CSCO | CISCO SYS INC | $54.25万 | 0.35% | 6,992 | 132 | 1.9% | $1.02万 | 加仓 |
| PGR | PROGRESSIVE CORP | $54.00万 | 0.35% | 2,724 | 45 | 1.7% | $8,921 | 加仓 |
| MET | METLIFE INC | $53.92万 | 0.35% | 7,625 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $52.48万 | 0.34% | 2,165 | 78 | 3.7% | $1.89万 | 加仓 |
| CPAY | CORPAY INC | $52.38万 | 0.34% | 1,800 | 0 | 0.0% | — | 不变 |
| SHYM | BLACKROCK ETF TRUST II | $52.23万 | 0.34% | 23,720 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $52.18万 | 0.34% | 5,664 | 86 | 1.5% | $7,922 | 加仓 |
| COP | CONOCOPHILLIPS | $52.05万 | 0.34% | 3,943 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $47.78万 | 0.31% | 1,454 | -27 | -1.8% | -$8,872 | 减仓 |
| CRM | SALESFORCE INC | $47.17万 | 0.30% | 2,527 | 60 | 2.4% | $1.12万 | 加仓 |
| ECL | ECOLAB INC | $46.61万 | 0.30% | 1,752 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $45.31万 | 0.29% | 2,390 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $43.51万 | 0.28% | 1,461 | 179 | 14.0% | $5.33万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $42.81万 | 0.28% | 1,533 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $42.72万 | 0.28% | 15,215 | 415 | 2.8% | $1.17万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $41.31万 | 0.27% | 4,396 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $38.89万 | 0.25% | 1,600 | 0 | 0.0% | — | 不变 |
| VTWG | VANGUARD SCOTTSDALE FDS | $38.71万 | 0.25% | 1,690 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $37.95万 | 0.24% | 2,225 | 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 |
| SBUX | STARBUCKS CORP | $37.34万 | 0.24% | 4,168 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $36.12万 | 0.23% | 4,749 | 90 | 1.9% | $6,845 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $35.42万 | 0.23% | 5,482 | 325 | 6.3% | $2.10万 | 加仓 |