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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $764.52万 | 4.42% | 35,081 | 810 | 2.4% | $17.65万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $734.49万 | 4.24% | 139,213 | -23 | -0.0% | -$1,213 | 减仓 |
| VUG | VANGUARD INDEX FDS | $637.64万 | 3.68% | 74,024 | 956 | 1.3% | $8.23万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $626.06万 | 3.62% | 14,448 | -3,277 | -18.5% | -$142.00万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $607.18万 | 3.51% | 128,639 | -4,062 | -3.1% | -$19.17万 | 减仓 |
| AAPL | APPLE INC | $577.96万 | 3.34% | 19,974 | 218 | 1.1% | $6.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $538.74万 | 3.11% | 26,925 | -2,034 | -7.0% | -$40.70万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $466.51万 | 2.70% | 94,665 | -1,093 | -1.1% | -$5.39万 | 减仓 |
| LLY | ELI LILLY & CO | $388.38万 | 2.24% | 3,238 | 17 | 0.5% | $2.04万 | 加仓 |
| WFC | WELLS FARGO & CO | $371.90万 | 2.15% | 45,002 | 60 | 0.1% | $4,958 | 加仓 |
| SPYG | SPDR SERIES TRUST | $354.47万 | 2.05% | 29,790 | -886 | -2.9% | -$10.54万 | 减仓 |
| AMZN | AMAZON COM INC | $324.62万 | 1.88% | 13,620 | 319 | 2.4% | $7.60万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $286.35万 | 1.65% | 56,614 | 1,825 | 3.3% | $9.23万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $282.24万 | 1.63% | 36,798 | 3,005 | 8.9% | $23.05万 | 加仓 |
| MODL | VICTORY PORTFOLIOS II | $277.92万 | 1.61% | 54,527 | -7,516 | -12.1% | -$38.31万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $276.52万 | 1.60% | 17,498 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $249.28万 | 1.44% | 6,975 | 131 | 1.9% | $4.68万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $244.75万 | 1.41% | 30,970 | -90 | -0.3% | -$7,113 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $235.55万 | 1.36% | 2,329 | 6 | 0.3% | $6,068 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $231.65万 | 1.34% | 50,924 | -973 | -1.9% | -$4.43万 | 减仓 |
| V | VISA INC | $215.22万 | 1.24% | 6,273 | 35 | 0.6% | $1.20万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $214.06万 | 1.24% | 36,780 | -178 | -0.5% | -$1.04万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $205.67万 | 1.19% | 38,916 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $204.65万 | 1.18% | 20,840 | -454 | -2.1% | -$4.46万 | 减仓 |
| LIN | LINDE PLC | $178.10万 | 1.03% | 3,432 | 9 | 0.3% | $4,670 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $171.75万 | 0.99% | 141,712 | 16,907 | 13.5% | $20.49万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $170.58万 | 0.99% | 70,053 | 4,210 | 6.4% | $10.25万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $169.35万 | 0.98% | 19,295 | 41 | 0.2% | $3,599 | 加仓 |
| RTX | RTX CORPORATION | $167.84万 | 0.97% | 8,846 | 26 | 0.3% | $4,933 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $163.25万 | 0.94% | 47,155 | 937 | 2.0% | $3.24万 | 加仓 |
| MUNI | PIMCO ETF TR | $156.09万 | 0.90% | 29,675 | 1,733 | 6.2% | $9.12万 | 加仓 |
| GWW | WW GRAINGER INC | $150.87万 | 0.87% | 1,109 | 1 | 0.1% | $1,360 | 加仓 |
| MSFT | MICROSOFT CORP | $150.41万 | 0.87% | 4,032 | 193 | 5.0% | $7.20万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $148.29万 | 0.86% | 93,381 | -2,159 | -2.3% | -$3.43万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $142.50万 | 0.82% | 5,611 | 47 | 0.8% | $1.19万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $141.53万 | 0.82% | 45,507 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $124.17万 | 0.72% | 4,096 | -88 | -2.1% | -$2.67万 | 减仓 |
| VO | VANGUARD INDEX FDS | $120.98万 | 0.70% | 15,015 | -1 | -0.0% | -$81 | 减仓 |
| TSLA | TESLA INC | $119.41万 | 0.69% | 2,839 | 44 | 1.6% | $1.85万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $119.20万 | 0.69% | 4,407 | 5 | 0.1% | $1,352 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $119.01万 | 0.69% | 1,031 | 22 | 2.2% | $2.54万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $113.42万 | 0.66% | 11,755 | 151 | 1.3% | $1.46万 | 加仓 |
| PSX | PHILLIPS 66 | $106.54万 | 0.62% | 6,302 | 8 | 0.1% | $1,352 | 加仓 |
| SO | SOUTHERN CO | $105.31万 | 0.61% | 11,003 | 22 | 0.2% | $2,106 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $101.63万 | 0.59% | 3,105 | 28 | 0.9% | $9,165 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $101.50万 | 0.59% | 21,623 | 1,007 | 4.9% | $4.73万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $101.19万 | 0.58% | 19,841 | 653 | 3.4% | $3.33万 | 加仓 |
| AMGN | AMGEN INC | $100.63万 | 0.58% | 2,779 | 11 | 0.4% | $3,983 | 加仓 |
| WMT | WALMART INC | $100.39万 | 0.58% | 8,864 | 86 | 1.0% | $9,740 | 加仓 |
| PG | PROCTER & GAMBLE CO | $95.15万 | 0.55% | 6,489 | 43 | 0.7% | $6,306 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $92.99万 | 0.54% | 11,710 | -85 | -0.7% | -$6,750 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $91.98万 | 0.53% | 8,596 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $91.29万 | 0.53% | 6,673 | 10 | 0.2% | $1,368 | 加仓 |
| PEP | PEPSICO INC | $90.88万 | 0.53% | 6,712 | 26 | 0.4% | $3,520 | 加仓 |
| META | META PLATFORMS INC | $89.23万 | 0.52% | 1,584 | 43 | 2.8% | $2.42万 | 加仓 |
| GOOG | ALPHABET INC | $89.22万 | 0.52% | 2,525 | -418 | -14.2% | -$14.77万 | 减仓 |
| SMMU | PIMCO ETF TR | $88.75万 | 0.51% | 17,574 | 859 | 5.1% | $4.34万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $86.82万 | 0.50% | 1,163 | 1 | 0.1% | $747 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $86.53万 | 0.50% | 35,843 | 757 | 2.2% | $1.83万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $85.79万 | 0.50% | 5,500 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $84.86万 | 0.49% | 6,207 | 86 | 1.4% | $1.18万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $84.04万 | 0.49% | 4,411 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $83.08万 | 0.48% | 7,073 | 81 | 1.2% | $9,514 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $80.30万 | 0.46% | 18,354 | -153 | -0.8% | -$6,694 | 减仓 |
| AVGO | BROADCOM INC | $78.80万 | 0.46% | 2,086 | 102 | 5.1% | $3.85万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $76.99万 | 0.44% | 16,427 | 764 | 4.9% | $3.58万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $72.10万 | 0.42% | 5,696 | 16 | 0.3% | $2,025 | 加仓 |
| MCD | MCDONALDS CORP | $69.42万 | 0.40% | 2,568 | 14 | 0.5% | $3,784 | 加仓 |
| HYMB | SPDR SERIES TRUST | $68.36万 | 0.40% | 26,871 | 0 | 0.0% | — | 不变 |
| HYGV | FLEXSHARES TR | $66.25万 | 0.38% | 16,456 | 40 | 0.2% | $1,610 | 加仓 |
| AMT | AMERICAN TOWER CORP | $64.76万 | 0.37% | 3,959 | 9 | 0.2% | $1,472 | 加仓 |
| MET | METLIFE INC | $64.58万 | 0.37% | 7,633 | 8 | 0.1% | $677 | 加仓 |
| AMRC | AMERESCO INC | $62.51万 | 0.36% | 22,650 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $62.18万 | 0.36% | 4,997 | -27 | -0.5% | -$3,360 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.42万 | 0.35% | 2,184 | 19 | 0.9% | $5,343 | 加仓 |
| CPAY | CORPAY INC | $60.02万 | 0.35% | 1,801 | 1 | 0.1% | $333 | 加仓 |
| BLK | BLACKROCK INC | $59.81万 | 0.35% | 622 | 4 | 0.6% | $3,846 | 加仓 |
| PGR | PROGRESSIVE CORP | $59.75万 | 0.35% | 2,735 | 11 | 0.4% | $2,403 | 加仓 |
| INTC | INTEL CORP | $59.08万 | 0.34% | 4,231 | 4,231 | — | $59.08万 | 新建仓 |
| PAYX | PAYCHEX INC | $55.76万 | 0.32% | 5,671 | 7 | 0.1% | $688 | 加仓 |
| WAT | WATERS CORP | $54.83万 | 0.32% | 1,462 | 1 | 0.1% | $375 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $53.25万 | 0.31% | 23,720 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $50.08万 | 0.29% | 5,491 | 9 | 0.2% | $821 | 加仓 |
| KO | COCA COLA CO | $49.17万 | 0.28% | 6,050 | 1,301 | 27.4% | $10.57万 | 加仓 |
| ECL | ECOLAB INC | $48.92万 | 0.28% | 1,756 | 4 | 0.2% | $1,114 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $48.63万 | 0.28% | 1,690 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $47.85万 | 0.28% | 6,702 | 82 | 1.2% | $5,855 | 加仓 |
| CVX | CHEVRON CORPORATION | $46.45万 | 0.27% | 2,802 | 37 | 1.3% | $6,133 | 加仓 |
| SYK | STRYKER CORPORATION | $46.00万 | 0.27% | 1,461 | 7 | 0.5% | $2,204 | 加仓 |
| DHR | DANAHER CORP DEL | $45.75万 | 0.26% | 2,402 | 12 | 0.5% | $2,286 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $43.70万 | 0.25% | 4,433 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $43.58万 | 0.25% | 2,598 | 9 | 0.3% | $1,510 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $43.50万 | 0.25% | 854 | 2 | 0.2% | $1,019 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $43.20万 | 0.25% | 5,987 | 1,489 | 33.1% | $10.74万 | 加仓 |
| IQV | IQVIA HLDGS INC | $43.07万 | 0.25% | 2,229 | 4 | 0.2% | $773 | 加仓 |
| SBUX | STARBUCKS CORP | $42.83万 | 0.25% | 4,191 | 23 | 0.6% | $2,351 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $41.42万 | 0.24% | 1,071 | 4 | 0.4% | $1,547 | 加仓 |
| COP | CONOCOPHILLIPS | $41.26万 | 0.24% | 3,968 | 25 | 0.6% | $2,599 | 加仓 |
| CRM | SALESFORCE INC | $40.73万 | 0.24% | 2,600 | 73 | 2.9% | $1.14万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $40.56万 | 0.23% | 4,396 | 0 | 0.0% | — | 不变 |