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Kohmann Bosshard Financial Services, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Kohmann Bosshard Financial Services, LLC
报告期 2026-03-31 · CIK 0001696615
持仓数
1,060
前50大市值合计
$998.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 111 项
建仓 25
增持 56
减持 26
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SCHA
SCHWAB STRATEGIC TR
+$5.8M
307,500
+261%
减持
VB
VANGUARD INDEX FDS
-$4.5M
129,065
-8%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.3M
373,342
+20%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
SCHE
SCHWAB STRATEGIC TR
-$3.8M
542,363
-15%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$2.8M
39,458
+154%
减持
SCHC
SCHWAB STRATEGIC TR
-$2.6M
277,684
-13%
增持
SPDW
SPDR INDEX SHS FDS
+$2.2M
132,775
+110%
减持
SCHF
SCHWAB STRATEGIC TR
-$2.2M
827,972
-1%
增持
SCHX
SCHWAB STRATEGIC TR
-$2.0M
815,075
+104%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.8M
477,561
-1%
增持
PFFD
GLOBAL X FDS
+$1.5M
606,212
+27%
减持
SPSM
SPDR SER TR
-$1.3M
82,657
-23%
增持
SPSB
SPDR SER TR
+$1.1M
61,953
+167%
增持
SPYM
SPDR SER TR
+$1.1M
279,420
+13%
增持
SPEM
SPDR INDEX SHS FDS
+$1.1M
134,484
+36%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$974.0K
257,570
+15%
增持
SCHW
SCHWAB CHARLES CORP
+$874.0K
59,366
+21%
减持
EWX
SPDR INDEX SHS FDS
-$778.0K
75,594
-10%
建仓
IJJ
ISHARES TR
+$696.0K
6,350
建仓
IWX
ISHARES TR
+$655.0K
9,398
增持
VTIP
VANGUARD MALVERN FDS
+$603.0K
207,213
+7%
增持
AAPL
APPLE INC
+$562.0K
36,271
+12%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$557.0K
189,692
+4%
建仓
IWY
ISHARES TR
+$545.0K
3,430
建仓
MA
MASTERCARD INCORPORATED
+$536.0K
1,500
增持
RWX
SPDR INDEX SHS FDS
+$530.0K
43,190
+63%
建仓
—
STERIS PLC
+$530.0K
2,193
减持
BNDX
VANGUARD CHARLOTTE FDS
-$504.0K
71,181
-7%
增持
VO
VANGUARD INDEX FDS
+$491.0K
4,356
+104%
建仓
PFF
ISHARES TR
+$483.0K
13,251
增持
MSFT
MICROSOFT CORP
+$462.0K
6,386
+42%
建仓
IJK
ISHARES TR
+$456.0K
5,900
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$447.0K
756
增持
VUG
VANGUARD INDEX FDS
-$413.0K
69,435
+10%
减持
SHW
SHERWIN WILLIAMS CO
-$399.0K
3,783
-1%
增持
SCHG
SCHWAB STRATEGIC TR
+$388.0K
68,524
+137%
建仓
SCZ
ISHARES TR
+$386.0K
5,812
减持
HYLB
DBX ETF TR
-$382.0K
23,630
-26%
减持
SPMD
SPDR SER TR
-$370.0K
73,606
-5%
建仓
ABT
ABBOTT LABS
+$339.0K
2,860
建仓
RJF
RAYMOND JAMES FINL INC
+$321.0K
2,925
增持
VNQ
VANGUARD INDEX FDS
+$306.0K
125,808
+10%
建仓
ADI
ANALOG DEVICES INC
+$306.0K
1,850
建仓
—
EXXON MOBIL CORP
+$277.0K
3,357
建仓
FREL
FIDELITY COVINGTON TRUST
+$265.0K
8,176
建仓
PAYX
PAYCHEX INC
+$255.0K
1,865
增持
FLRN
SPDR SER TR
+$254.0K
245,315
+4%
建仓
NDSN
NORDSON CORP
+$250.0K
1,100
增持
VCSH
VANGUARD SCOTTSDALE FDS
-$244.0K
312,621
+4%
建仓
CACI
CACI INTL INC
+$241.0K
801
建仓
KEY
KEYCORP
+$237.0K
10,609
建仓
CVX
CHEVRON CORP NEW
+$233.0K
1,430
增持
HON
HONEYWELL INTL INC
+$230.0K
2,858
+83%
建仓
SYY
SYSCO CORP
+$229.0K
2,806
建仓
TFX
TELEFLEX INCORPORATED
+$222.0K
625
建仓
BDX
BECTON DICKINSON & CO
+$221.0K
831
清仓
EEMA
ISHARES INC
-$217.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$216.0K
0
-100%
建仓
MRK
MERCK & CO INC
+$213.0K
2,598
增持
USHY
ISHARES TR
+$212.0K
12,624
+86%
建仓
DRI
DARDEN RESTAURANTS INC
+$206.0K
1,550
建仓
IAGG
ISHARES TR
+$206.0K
3,943
增持
VTI
VANGUARD INDEX FDS
-$205.0K
14,918
+0%
增持
USRT
ISHARES TR
+$198.0K
61,061
+10%
增持
GOOG
ALPHABET INC
+$184.0K
388
+25%
增持
VWOB
VANGUARD WHITEHALL FDS
-$183.0K
51,174
+6%
增持
VXF
VANGUARD INDEX FDS
-$157.0K
9,111
+0%
清仓
—
PRETIUM RES INC
-$155.0K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$155.0K
6,617
-0%
增持
JPM
JPMORGAN CHASE & CO
+$155.0K
3,494
+73%
减持
NFLX
NETFLIX INC
-$153.0K
657
-1%
增持
HDV
ISHARES TR
+$149.0K
14,989
+4%
减持
META
META PLATFORMS INC
-$145.0K
1,215
-2%
增持
AGG
ISHARES TR
+$136.0K
32,553
+12%
减持
AMZN
AMAZON COM INC
-$130.0K
449
-6%
增持
EEMS
ISHARES INC
+$121.0K
14,257
+24%
增持
PEP
PEPSICO INC
+$121.0K
2,052
+60%
增持
—
TRANSOCEAN LTD
+$119.0K
50,000
+25%
增持
SCHP
SCHWAB STRATEGIC TR
-$109.0K
180,399
+3%
减持
GOOGL
ALPHABET INC
-$108.0K
313
-7%
增持
JNJ
JOHNSON & JOHNSON
+$107.0K
2,356
+30%
增持
HD
HOME DEPOT INC
-$98.0K
880
+1%
增持
EMB
ISHARES TR
+$97.0K
4,176
+47%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$84.0K
1,602
-0%
增持
IJH
ISHARES TR
-$78.0K
6,974
+1%
增持
SPYD
SPDR SER TR
+$71.0K
21,282
+4%
增持
IJR
ISHARES TR
-$66.0K
17,058
+2%
增持
SCHH
SCHWAB STRATEGIC TR
-$64.0K
44,068
+96%
增持
NKE
NIKE INC
-$59.0K
2,559
+6%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$55.0K
39,354
-4%
增持
SCHM
SCHWAB STRATEGIC TR
-$52.0K
148,171
+6%
减持
FLTR
VANECK ETF TRUST
-$41.0K
65,838
-2%
增持
AGI
ALAMOS GOLD INC NEW
+$37.0K
19,000
+19%
增持
SPHY
SPDR SER TR
+$36.0K
465,973
+8%
清仓
—
THERATECHNOLOGIES INC
-$31.0K
0
-100%
减持
GMF
SPDR INDEX SHS FDS
-$29.0K
1,822
-3%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$29.0K
3,984
+0%
减持
WAB
WABTEC
-$25.0K
6,981
-8%
减持
NVDA
NVIDIA CORPORATION
-$24.0K
1,049
-0%
增持
STIP
ISHARES TR
+$23.0K
6,782
+5%
增持
SCHB
SCHWAB STRATEGIC TR
-$21.0K
6,654
+100%
减持
MAR
MARRIOTT INTL INC NEW
-$20.0K
1,293
-13%
增持
SPIP
SPDR SER TR
-$19.0K
15,082
+0%
减持
MCD
MCDONALDS CORP
-$18.0K
810
-0%
增持
PG
PROCTER AND GAMBLE CO
-$15.0K
2,179
+2%
减持
INTC
INTEL CORP
-$10.0K
4,839
-0%
增持
CSCO
CISCO SYS INC
-$10.0K
4,888
+9%
增持
DIS
DISNEY WALT CO
+$8.0K
1,551
+17%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$4.0K
101,281
+5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.0K
11,229
+8%
减持
UNH
UNITEDHEALTH GROUP INC
+$2.0K
400
-1%
