Kuhn & Co Investment Counsel 13F 持仓 · 2026年Q2
Kuhn & Co Investment Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 149 只证券，申报市值合计 1.73 亿美元。前几大持仓：VTV（4.42%）、FNDF（4.24%）、VUG（3.68%）。本季前 25 大持仓中：增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $7.6M | 4.42% | 35,081 | 增持 |
| 2 | FNDF | SCHWAB STRATEGIC TR | $7.3M | 4.24% | 139,213 | 减持 |
| 3 | VUG | VANGUARD INDEX FDS | $6.4M | 3.68% | 74,024 | 增持 |
| 4 | LRCX | LAM RESEARCH CORP | $6.3M | 3.62% | 14,448 | 减持 |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | $6.1M | 3.51% | 128,639 | 减持 |
| 6 | AAPL | APPLE INC | $5.8M | 3.34% | 19,974 | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | $5.4M | 3.11% | 26,925 | 减持 |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $4.7M | 2.70% | 94,665 | 减持 |
| 9 | LLY | ELI LILLY & CO | $3.9M | 2.24% | 3,238 | 增持 |
| 10 | WFC | WELLS FARGO & CO | $3.7M | 2.15% | 45,002 | 增持 |
| 11 | SPYG | SPDR SERIES TRUST | $3.5M | 2.05% | 29,790 | 减持 |
| 12 | AMZN | AMAZON COM INC | $3.2M | 1.88% | 13,620 | 增持 |
| 13 | VTEB | VANGUARD MUN BD FDS | $2.9M | 1.65% | 56,614 | 增持 |
| 14 | BIV | VANGUARD BD INDEX FDS | $2.8M | 1.63% | 36,798 | 增持 |
| 15 | MODL | VICTORY PORTFOLIOS II | $2.8M | 1.61% | 54,527 | 减持 |
| 16 | VYM | VANGUARD WHITEHALL FDS | $2.8M | 1.60% | 17,498 | 持平 |
| 17 | GOOGL | ALPHABET INC | $2.5M | 1.44% | 6,975 | 增持 |
| 18 | VCSH | VANGUARD SCOTTSDALE FDS | $2.4M | 1.41% | 30,970 | 减持 |
| 19 | GS | GOLDMAN SACHS GROUP INC | $2.4M | 1.36% | 2,329 | 增持 |
| 20 | FBND | FIDELITY MERRIMACK STR TR | $2.3M | 1.34% | 50,924 | 减持 |
| 21 | V | VISA INC | $2.2M | 1.24% | 6,273 | 增持 |
| 22 | VGSH | VANGUARD SCOTTSDALE FDS | $2.1M | 1.24% | 36,780 | 减持 |
| 23 | FSMD | FIDELITY COVINGTON TRUST | $2.1M | 1.19% | 38,916 | 持平 |
| 24 | VYMI | VANGUARD WHITEHALL FDS | $2.0M | 1.18% | 20,840 | 减持 |
| 25 | LIN | LINDE PLC | $1.8M | 1.03% | 3,432 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR