KIECKHEFER GROUP LLC
MEQUON WI · SEC CIK 0002051613
$2.46亿2026Q2 申报市值
65持仓数
72.4%前十大占比 · 第一大 39.2%
9 / 2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
LITE 新建仓+$271.66万
GLW 新建仓+$235.00万
MU 新建仓+$176.03万
NOK 新建仓+$164.06万
BWA 新建仓+$155.71万
2026Q2 卖出最多 按季末市值估算
ISRG 减仓-$421.30万
LNG 减仓-$38.24万
UTES 清仓-$20.05万
DELL 减仓-$13.72万
VRT 减仓-$10.04万
2026Q2 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 | $9,628.72万 | 39.18% | 481,219 | 89 | 0.0% | $1.78万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,742.52万 | 7.09% | 149,355 | 850 | 0.6% | $9.92万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1,365.08万 | 5.55% | 31,639 | -318 | -1.0% | -$13.72万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,037.05万 | 4.22% | 14,083 | 100 | 0.7% | $7.36万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $951.86万 | 3.87% | 28,429 | -300 | -1.0% | -$10.04万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $767.27万 | 3.12% | 39,418 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $720.64万 | 2.93% | 23,527 | 0 | 0.0% | — | 不变 |
| VIOG | VANGUARD ADMIRAL FDS INC | $620.27万 | 2.52% | 40,429 | -109 | -0.3% | -$1.67万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $527.64万 | 2.15% | 13,268 | -10,594 | -44.4% | -$421.30万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $433.95万 | 1.77% | 15,957 | 250 | 1.6% | $6.80万 | 加仓 |
| NFLX | NETFLIX INC. | $421.62万 | 1.72% | 59,050 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $399.39万 | 1.63% | 16,710 | -1,600 | -8.7% | -$38.24万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $383.23万 | 1.56% | 6,000 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $317.50万 | 1.29% | 10,480 | 1,617 | 18.2% | $48.99万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $300.15万 | 1.22% | 4,370 | 99 | 2.3% | $6.80万 | 加仓 |
| RTX | RTX CORPORATION | $284.92万 | 1.16% | 15,017 | 17 | 0.1% | $3,225 | 加仓 |
| — | EXXON MOBIL CORP | $271.99万 | 1.11% | 19,894 | 67 | 0.3% | $9,160 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $271.66万 | 1.11% | 3,166 | 3,166 | — | $271.66万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $259.43万 | 1.06% | 22,217 | -500 | -2.2% | -$5.84万 | 减仓 |
| CAT | CATERPILLAR INC | $250.25万 | 1.02% | 2,350 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $243.56万 | 0.99% | 31,880 | -20 | -0.1% | -$1,528 | 减仓 |
| GLW | CORNING INC | $235.00万 | 0.96% | 9,200 | 9,200 | — | $235.00万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $224.31万 | 0.91% | 25,317 | -70 | -0.3% | -$6,202 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $176.03万 | 0.72% | 1,525 | 1,525 | — | $176.03万 | 新建仓 |
| — | DRAGANFLY INC. | $171.09万 | 0.70% | 315,657 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $164.34万 | 0.67% | 254,000 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $164.06万 | 0.67% | 123,540 | 123,540 | — | $164.06万 | 新建仓 |
| NRG | NRG ENERGY INC | $156.65万 | 0.64% | 10,725 | -400 | -3.6% | -$5.84万 | 减仓 |
| BWA | BORGWARNER INC | $155.71万 | 0.63% | 23,450 | 23,450 | — | $155.71万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $137.45万 | 0.56% | 17,532 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $135.50万 | 0.55% | 500,000 | 0 | 0.0% | — | 不变 |
| UMAC | UNUSUAL MACHS INC | $133.80万 | 0.54% | 60,000 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $103.51万 | 0.42% | 57,250 | -1,000 | -1.7% | -$1.81万 | 减仓 |
| IOT | SAMSARA INC | $100.21万 | 0.41% | 30,900 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $97.36万 | 0.40% | 12,084 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $94.93万 | 0.39% | 4,000 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $93.32万 | 0.38% | 3,225 | 132 | 4.3% | $3.82万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $91.01万 | 0.37% | 6,617 | 120 | 1.8% | $1.65万 | 加仓 |
| AMZN | AMAZON COM INC | $79.37万 | 0.32% | 3,330 | 82 | 2.5% | $1.95万 | 加仓 |
| EME | EMCOR GROUP INC | $66.39万 | 0.27% | 800 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $57.47万 | 0.23% | 2,263 | 113 | 5.3% | $2.87万 | 加仓 |
| DRS | LEONARDO DRS INC | $47.22万 | 0.19% | 11,066 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP | $44.29万 | 0.18% | 61,000 | -5,000 | -7.6% | -$3.63万 | 减仓 |
| ABBV | ABBVIE INC | $42.78万 | 0.17% | 1,700 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $41.56万 | 0.17% | 550 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $35.67万 | 0.15% | 2,100 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $35.19万 | 0.14% | 42,500 | 42,500 | — | $35.19万 | 新建仓 |
| GLD | SPDR GOLD TR | $34.81万 | 0.14% | 945 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $34.34万 | 0.14% | 700 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $33.99万 | 0.14% | 2,607 | 129 | 5.2% | $1.68万 | 加仓 |
| — | BRIDGER AEROSPACE GRP HLDGS | $32.33万 | 0.13% | 168,366 | -40,000 | -19.2% | -$7.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $31.45万 | 0.13% | 843 | 81 | 10.6% | $3.02万 | 加仓 |
| META | META PLATFORMS INC | $30.92万 | 0.13% | 549 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $30.84万 | 0.13% | 873 | 87 | 11.1% | $3.07万 | 加仓 |
| RCAT | RED CAT HLDGS INC | $30.35万 | 0.12% | 28,500 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $30.17万 | 0.12% | 1,000 | 1,000 | — | $30.17万 | 新建仓 |
| LLY | ELI LILLY & CO | $29.99万 | 0.12% | 250 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $27.16万 | 0.11% | 74,000 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $27.13万 | 0.11% | 1,850 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $25.57万 | 0.10% | 399 | 399 | — | $25.57万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.57万 | 0.10% | 838 | -228 | -21.4% | -$6.41万 | 减仓 |
| AVGO | BROADCOM INC | $22.70万 | 0.09% | 601 | 601 | — | $22.70万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $22.13万 | 0.09% | 1,748 | 0 | 0.0% | — | 不变 |
| ANGX | ANGEL STUDIOS INC. | $22.02万 | 0.09% | 60,000 | 0 | 0.0% | — | 不变 |
| POWW | OUTDOOR HOLDING CO | $2.28万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| UTES | ETFIS SER TR I | $0 | 0.00% | 0 | -2,510 | -100.0% | -$20.05万 | 清仓 |
| — | MICROVISION INC DEL | $0 | 0.00% | 0 | -101,000 | -100.0% | -$6.48万 | 清仓 |