KIECKHEFER GROUP LLC
MEQUON WI · SEC CIK 0002051613
$2.12亿2026Q1 申报市值
58持仓数
76.6%前十大占比 · 第一大 39.6%
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
CRDO 新建仓+$147.44万
TTD 新建仓+$132.17万
VOO 加仓+$111.39万
RTX 加仓+$96.45万
EME 新建仓+$59.06万
2026Q1 卖出最多 按季末市值估算
DRS 重新持有-$32.63万
EXACT SCIENCES C 清仓-$30.47万
SHOP 清仓-$22.83万
LNG 减仓-$15.61万
ISRG 减仓-$6.91万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $8,390.90万 | 39.64% | 481,130 | 2,542 | 0.5% | $44.33万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,172.33万 | 10.26% | 148,505 | 65 | 0.0% | $9,508 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,100.01万 | 5.20% | 23,862 | -150 | -0.6% | -$6.91万 | 减仓 |
| QQQ | INVESCO QQQ TR | $807.05万 | 3.81% | 13,983 | 205 | 1.5% | $11.83万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $806.06万 | 3.81% | 39,418 | 200 | 0.5% | $4.09万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $719.89万 | 3.40% | 28,729 | -25 | -0.1% | -$6,265 | 减仓 |
| VOT | VANGUARD INDEX FDS | $605.47万 | 2.86% | 23,527 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $567.77万 | 2.68% | 59,050 | 250 | 0.4% | $2.40万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $524.50万 | 2.48% | 31,957 | -351 | -1.1% | -$5.76万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $519.56万 | 2.45% | 18,310 | -550 | -2.9% | -$15.61万 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $504.53万 | 2.38% | 40,538 | -477 | -1.2% | -$5.94万 | 减仓 |
| — | EXXON MOBIL CORP | $336.38万 | 1.59% | 19,827 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $289.35万 | 1.37% | 15,000 | 5,000 | 50.0% | $96.45万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $262.99万 | 1.24% | 22,717 | -90 | -0.4% | -$1.04万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $255.24万 | 1.21% | 4,271 | 1,864 | 77.4% | $111.39万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $231.88万 | 1.10% | 31,900 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $210.60万 | 0.99% | 8,863 | 1,246 | 16.4% | $29.61万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $193.35万 | 0.91% | 25,387 | 25 | 0.1% | $1,904 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $174.50万 | 0.82% | 254,000 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $166.49万 | 0.79% | 2,350 | 150 | 6.8% | $10.63万 | 加仓 |
| NRG | NRG ENERGY INC | $162.58万 | 0.77% | 11,125 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $162.29万 | 0.77% | 6,000 | 0 | 0.0% | — | 不变 |
| — | DRAGANFLY INC. | $154.99万 | 0.73% | 315,657 | 2,500 | 0.8% | $1.23万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $147.44万 | 0.70% | 15,707 | 15,707 | — | $147.44万 | 新建仓 |
| TTD | THE TRADE DESK INC | $132.17万 | 0.62% | 58,250 | 58,250 | — | $132.17万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $129.60万 | 0.61% | 17,532 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $113.00万 | 0.53% | 500,000 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $97.92万 | 0.46% | 30,900 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $93.30万 | 0.44% | 4,000 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $86.76万 | 0.41% | 3,021 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $78.50万 | 0.37% | 3,093 | -219 | -6.6% | -$5.56万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $74.61万 | 0.35% | 6,497 | 0 | 0.0% | — | 不变 |
| UMAC | UNUSUAL MACHS INC | $74.40万 | 0.35% | 60,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $67.65万 | 0.32% | 3,248 | 453 | 16.2% | $9.43万 | 加仓 |
| EME | EMCOR GROUP INC | $59.06万 | 0.28% | 800 | 800 | — | $59.06万 | 新建仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $57.62万 | 0.27% | 66,000 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $52.55万 | 0.25% | 2,150 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC | $49.27万 | 0.23% | 11,066 | -7,330 | -39.8% | -$32.63万 | 重新持有 |
| MCK | MCKESSON CORP | $47.59万 | 0.22% | 550 | 0 | 0.0% | — | 不变 |
| — | BRIDGER AEROSPACE GRP HLDGS | $41.26万 | 0.19% | 208,366 | -32,000 | -13.3% | -$6.34万 | 减仓 |
| GLD | SPDR GOLD TR | $40.66万 | 0.19% | 945 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC | $37.31万 | 0.18% | 28,500 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $36.97万 | 0.17% | 1,700 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $31.41万 | 0.15% | 549 | 50 | 10.0% | $2.86万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $28.33万 | 0.13% | 2,478 | 4 | 0.2% | $457 | 加仓 |
| MSFT | MICROSOFT CORP | $28.21万 | 0.13% | 762 | 312 | 69.3% | $11.55万 | 加仓 |
| CIEN | CIENA CORP | $27.18万 | 0.13% | 700 | 700 | — | $27.18万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $26.72万 | 0.13% | 1,850 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.84万 | 0.12% | 1,066 | 300 | 39.2% | $7.27万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $25.78万 | 0.12% | 2,100 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $22.99万 | 0.11% | 250 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $22.89万 | 0.11% | 1,748 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $22.72万 | 0.11% | 74,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $22.54万 | 0.11% | 786 | -140 | -15.1% | -$4.01万 | 重新持有 |
| UTES | ETFIS SER TR I | $20.05万 | 0.09% | 2,510 | 2,510 | — | $20.05万 | 新建仓 |
| ANGX | ANGEL STUDIOS INC | $18.30万 | 0.09% | 60,000 | 20,000 | 50.0% | $6.10万 | 加仓 |
| — | MICROVISION INC DEL | $6.48万 | 0.03% | 101,000 | -25,000 | -19.8% | -$1.60万 | 减仓 |
| POWW | OUTDOOR HOLDING CO | $2.01万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -3,000 | -100.0% | -$30.47万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,418 | -100.0% | -$22.83万 | 清仓 |
| — | AIRSHIP AI HLDGS INC | $0 | 0.00% | 0 | -12,440 | -100.0% | -$3.60万 | 清仓 |