KANE INVESTMENT MANAGEMENT, INC.
LOS GATOS CA · SEC CIK 0002056671
$2.35亿2026Q2 申报市值
100持仓数
53.2%前十大占比 · 第一大 30.8%
13 / 13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
FNDF 新建仓+$72.77万
SGOV 加仓+$71.56万
INTC 新建仓+$60.52万
FLEX 加仓+$60.05万
WDC 新建仓+$59.27万
2026Q2 卖出最多 按季末市值估算
LNG 清仓-$119.15万
AMD 重新持有-$84.52万
XLG 减仓-$68.42万
NOC 清仓-$56.77万
BKR 减仓-$50.94万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $7,227.38万 | 30.81% | 361,206 | -574 | -0.2% | -$11.49万 | 减仓 |
| AAPL | APPLE INC | $1,182.02万 | 5.04% | 40,850 | -146 | -0.4% | -$4.22万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $777.69万 | 3.32% | 17,947 | 798 | 4.7% | $34.58万 | 加仓 |
| KLAC | KLA CORP | $694.58万 | 2.96% | 23,021 | -119 | -0.5% | -$3.59万 | 减仓 |
| GOOGL | ALPHABET INC | $474.28万 | 2.02% | 13,271 | -421 | -3.1% | -$15.05万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $439.23万 | 1.87% | 129,796 | -4,907 | -3.6% | -$16.61万 | 减仓 |
| AMZN | AMAZON COM INC | $435.71万 | 1.86% | 18,281 | -421 | -2.3% | -$10.03万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $419.70万 | 1.79% | 15,610 | 167 | 1.1% | $4.49万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $415.26万 | 1.77% | 25,706 | -249 | -1.0% | -$4.02万 | 减仓 |
| LLY | ELI LILLY & CO | $413.32万 | 1.76% | 3,446 | -43 | -1.2% | -$5.16万 | 减仓 |
| AVGO | BROADCOM INC | $403.19万 | 1.72% | 10,674 | -248 | -2.3% | -$9.37万 | 减仓 |
| QQQ | INVESCO QQQ TR | $396.91万 | 1.69% | 5,390 | -148 | -2.7% | -$10.90万 | 减仓 |
| FIX | COMFORT SYS USA INC | $371.20万 | 1.58% | 1,873 | -106 | -5.4% | -$21.01万 | 减仓 |
| MSFT | MICROSOFT CORP | $364.74万 | 1.55% | 9,778 | -1,055 | -9.7% | -$39.35万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $343.82万 | 1.47% | 10,082 | 461 | 4.8% | $15.72万 | 加仓 |
| CTAS | CINTAS CORP | $295.53万 | 1.26% | 17,376 | -2,530 | -12.7% | -$43.03万 | 减仓 |
| SGOV | ISHARES TR | $276.81万 | 1.18% | 27,497 | 7,108 | 34.9% | $71.56万 | 加仓 |
| GE | GE AEROSPACE | $276.07万 | 1.18% | 7,387 | -968 | -11.6% | -$36.18万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $263.74万 | 1.12% | 3,840 | 341 | 9.7% | $23.42万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $263.16万 | 1.12% | 13,813 | -302 | -2.1% | -$5.75万 | 减仓 |
| SMH | VANECK ETF TRUST | $230.73万 | 0.98% | 3,518 | 326 | 10.2% | $21.38万 | 加仓 |
| PWR | QUANTA SVCS INC | $222.64万 | 0.95% | 3,092 | -31 | -1.0% | -$2.23万 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $215.16万 | 0.92% | 41,226 | 4,913 | 13.5% | $25.64万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $213.26万 | 0.91% | 4,342 | 8 | 0.2% | $3,929 | 加仓 |
| VUG | VANGUARD INDEX FDS | $212.58万 | 0.91% | 24,679 | -701 | -2.8% | -$6.04万 | 减仓 |
| IOO | ISHARES TR | $210.40万 | 0.90% | 15,403 | 78 | 0.5% | $1.07万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $210.30万 | 0.90% | 4,095 | -64 | -1.5% | -$3.29万 | 减仓 |
| FFLC | FIDELITY COVINGTON TRUST | $193.87万 | 0.83% | 32,909 | 114 | 0.3% | $6,716 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $193.41万 | 0.82% | 21,467 | 5,465 | 34.2% | $49.24万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $188.44万 | 0.80% | 7,964 | -56 | -0.7% | -$1.33万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $186.90万 | 0.80% | 1,998 | -50 | -2.4% | -$4.68万 | 减仓 |
| APH | AMPHENOL CORP | $185.28万 | 0.79% | 10,508 | -837 | -7.4% | -$14.76万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $184.71万 | 0.79% | 45,512 | 1,256 | 2.8% | $5.10万 | 加仓 |
| ILCG | ISHARES TR | $183.67万 | 0.78% | 15,696 | -1,107 | -6.6% | -$12.95万 | 减仓 |
| ICSH | ISHARES TR | $183.08万 | 0.78% | 36,195 | 3,137 | 9.5% | $15.87万 | 加仓 |
| TPR | TAPESTRY INC | $179.33万 | 0.76% | 12,251 | 498 | 4.2% | $7.29万 | 加仓 |
| EME | EMCOR GROUP INC | $177.45万 | 0.76% | 2,138 | 102 | 5.0% | $8.47万 | 加仓 |
| FLEX | FLEX LTD | $168.81万 | 0.72% | 10,416 | 3,705 | 55.2% | $60.05万 | 加仓 |
| META | META PLATFORMS INC | $161.28万 | 0.69% | 2,863 | -177 | -5.8% | -$9.97万 | 减仓 |
| V | VISA INC | $156.35万 | 0.67% | 4,557 | -190 | -4.0% | -$6.52万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $156.14万 | 0.67% | 4,663 | 172 | 3.8% | $5.76万 | 加仓 |
| AIQ | GLOBAL X FDS | $139.35万 | 0.59% | 21,239 | -701 | -3.2% | -$4.60万 | 减仓 |
| GOOG | ALPHABET INC | $129.93万 | 0.55% | 3,677 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $128.08万 | 0.55% | 2,682 | -16 | -0.6% | -$7,641 | 减仓 |
| ETN | EATON CORP PLC | $126.43万 | 0.54% | 2,967 | 9 | 0.3% | $3,835 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $125.87万 | 0.54% | 7,062 | 137 | 2.0% | $2.44万 | 加仓 |
| MCK | MCKESSON CORP | $125.77万 | 0.54% | 1,664 | -204 | -10.9% | -$15.42万 | 减仓 |
| CAT | CATERPILLAR INC | $112.48万 | 0.48% | 1,056 | 552 | 109.5% | $58.80万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $104.70万 | 0.45% | 7,240 | 1,027 | 16.5% | $14.85万 | 加仓 |
| SOXX | ISHARES TR | $102.01万 | 0.43% | 1,592 | 547 | 52.3% | $35.05万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $98.73万 | 0.42% | 19,554 | 1,878 | 10.6% | $9.48万 | 加仓 |
| AMAT | APPLIED MATLS INC | $95.02万 | 0.41% | 1,314 | 339 | 34.8% | $24.51万 | 加仓 |
| HYS | PIMCO ETF TR | $91.72万 | 0.39% | 9,808 | 1,660 | 20.4% | $15.52万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $88.86万 | 0.38% | 1,789 | 30 | 1.7% | $1.49万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $88.72万 | 0.38% | 2,577 | 114 | 4.6% | $3.92万 | 加仓 |
| VGT | VANGUARD WORLD FD | $86.26万 | 0.37% | 7,217 | -439 | -5.7% | -$5.25万 | 减仓 |
| IGM | ISHARES TR | $83.85万 | 0.36% | 5,126 | 92 | 1.8% | $1.50万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $79.80万 | 0.34% | 789 | 38 | 5.1% | $3.84万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $73.36万 | 0.31% | 2,169 | -26 | -1.2% | -$8,794 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $72.77万 | 0.31% | 13,792 | 13,792 | — | $72.77万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $71.27万 | 0.30% | 11,639 | -11,174 | -49.0% | -$68.42万 | 减仓 |
| BBLU | EA SERIES TRUST | $68.74万 | 0.29% | 41,658 | 927 | 2.3% | $1.53万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $68.25万 | 0.29% | 4,011 | 1,198 | 42.6% | $20.38万 | 加仓 |
| GEV | GE VERNOVA INC | $66.86万 | 0.29% | 569 | 101 | 21.6% | $11.87万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $65.89万 | 0.28% | 3,730 | -1,145 | -23.5% | -$20.23万 | 减仓 |
| SYK | STRYKER CORPORATION | $64.27万 | 0.27% | 2,041 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $64.27万 | 0.27% | 3,783 | 421 | 12.5% | $7.15万 | 加仓 |
| FTI | TECHNIPFMC PLC | $61.80万 | 0.26% | 9,321 | -899 | -8.8% | -$5.96万 | 减仓 |
| INTC | INTEL CORP | $60.52万 | 0.26% | 4,334 | 4,334 | — | $60.52万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $59.44万 | 0.25% | 12,062 | 236 | 2.0% | $1.16万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $59.27万 | 0.25% | 928 | 928 | — | $59.27万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $57.59万 | 0.25% | 1,151 | -38 | -3.2% | -$1.90万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $55.96万 | 0.24% | 1,347 | -42 | -3.0% | -$1.74万 | 减仓 |
| DXJ | WISDOMTREE TR | $55.91万 | 0.24% | 3,222 | 21 | 0.7% | $3,644 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $53.78万 | 0.23% | 18,273 | 1,223 | 7.2% | $3.60万 | 加仓 |
| GARP | ISHARES TR | $48.35万 | 0.21% | 5,857 | 202 | 3.6% | $1.67万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $48.28万 | 0.21% | 15,227 | 845 | 5.9% | $2.68万 | 加仓 |
| STT | STATE STR CORP | $46.67万 | 0.20% | 2,752 | 2,752 | — | $46.67万 | 新建仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $45.93万 | 0.20% | 8,216 | 486 | 6.3% | $2.72万 | 加仓 |
| POWL | POWELL INDS INC | $45.19万 | 0.19% | 1,578 | 1,578 | — | $45.19万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $42.64万 | 0.18% | 734 | -1,455 | -66.5% | -$84.52万 | 重新持有 |
| GLD | SPDR GOLD TR | $39.86万 | 0.17% | 1,082 | -140 | -11.5% | -$5.16万 | 减仓 |
| MTUM | ISHARES TR | $35.24万 | 0.15% | 1,028 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $34.75万 | 0.15% | 11,173 | 11,173 | — | $34.75万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $33.99万 | 0.14% | 405 | 405 | — | $33.99万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $33.30万 | 0.14% | 12,021 | 940 | 8.5% | $2.60万 | 加仓 |
| WELL | WELLTOWER INC | $32.71万 | 0.14% | 1,441 | 189 | 15.1% | $4.29万 | 加仓 |
| — | ALLSPRING GLOBAL DIVIDEND OP | $31.91万 | 0.14% | 48,873 | 10,764 | 28.2% | $7.03万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $31.06万 | 0.13% | 3,758 | -3,046 | -44.8% | -$25.18万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $29.02万 | 0.12% | 5,229 | -9,179 | -63.7% | -$50.94万 | 减仓 |
| XTL | SPDR SERIES TRUST | $28.60万 | 0.12% | 1,257 | 1,257 | — | $28.60万 | 新建仓 |
| FTNT | FORTINET INC | $26.55万 | 0.11% | 1,728 | 1,728 | — | $26.55万 | 新建仓 |
| IYF | ISHARES TR | $26.23万 | 0.11% | 2,057 | -116 | -5.3% | -$1.48万 | 减仓 |
| DGRO | ISHARES TR | $25.28万 | 0.11% | 3,335 | 3,335 | — | $25.28万 | 新建仓 |
| WTV | WISDOMTREE TR | $24.75万 | 0.11% | 2,433 | 2,433 | — | $24.75万 | 新建仓 |
| APP | APPLOVIN CORP | $24.58万 | 0.10% | 477 | -36 | -7.0% | -$1.85万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $22.99万 | 0.10% | 235 | 0 | 0.0% | — | 不变 |
| VFMO | VANGUARD WELLINGTON FD | $21.48万 | 0.09% | 861 | 861 | — | $21.48万 | 新建仓 |
| IGV | ISHARES TR | $21.16万 | 0.09% | 2,335 | -615 | -20.8% | -$5.57万 | 减仓 |
| GLW | CORNING INC | $20.31万 | 0.09% | 795 | 795 | — | $20.31万 | 新建仓 |