小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 111 项
建仓 15
增持 38
减持 40
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
SCHF
SCHWAB STRATEGIC TR
-$22.1M
264,840
-68%
减持
SCHX
SCHWAB STRATEGIC TR
-$13.5M
681,128
-16%
增持
SCHD
SCHWAB STRATEGIC TR
+$12.1M
580,005
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。
+55%
建仓
SCHY
SCHWAB STRATEGIC TR
+$11.1M
492,305
建仓
VIGI
VANGUARD WHITEHALL FDS
+$11.1M
161,282
建仓
VBR
VANGUARD INDEX FDS
+$10.6M
70,634
减持
SCHE
SCHWAB STRATEGIC TR
-$9.6M
216,899
-60%
减持
VB
VANGUARD INDEX FDS
-$6.7M
117,615
-9%
减持
SCHA
SCHWAB STRATEGIC TR
-$6.6M
203,483
-34%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.2M
160,624
+1330%
减持
SCHC
SCHWAB STRATEGIC TR
-$6.1M
143,483
-48%
减持
SCHZ
SCHWAB STRATEGIC TR
-$4.5M
410,166
-14%
减持
SPYM
SPDR SER TR
-$4.0M
245,480
-12%
减持
EWX
SPDR INDEX SHS FDS
-$3.8M
9,175
-88%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$3.5M
274,647
-12%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$3.4M
80,659
+104%
减持
VWOB
VANGUARD WHITEHALL FDS
-$3.4M
3,420
-93%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.9M
193,853
+2%
增持
VUG
VANGUARD INDEX FDS
-$2.8M
76,890
+11%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.8M
131,845
+85%
减持
SCHM
SCHWAB STRATEGIC TR
-$2.5M
139,607
-6%
减持
SPEM
SPDR INDEX SHS FDS
-$2.2M
86,190
-36%
增持
SPSB
SPDR SER TR
+$2.2M
135,502
+119%
减持
AAPL
APPLE INC
-$1.8M
33,371
-8%
减持
SPSM
SPDR SER TR
-$1.8M
47,529
-42%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$1.7M
262,218
+2%
减持
SPDW
SPDR INDEX SHS FDS
-$1.6M
103,897
-22%
增持
VNQ
VANGUARD INDEX FDS
-$1.3M
135,116
+7%
减持
SCHP
SCHWAB STRATEGIC TR
-$1.3M
172,951
-4%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$1.1M
51,247
增持
SCHW
SCHWAB CHARLES CORP
-$1.0M
63,133
+6%
增持
PFFD
GLOBAL X FDS
-$991.0K
624,953
+3%
减持
USRT
ISHARES TR
-$982.0K
55,537
-9%
增持
SCHG
SCHWAB STRATEGIC TR
-$911.0K
72,710
+6%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$877.0K
99,041
-2%
减持
VTIP
VANGUARD MALVERN FDS
-$839.0K
194,972
-6%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$750.0K
36,699
建仓
BND
VANGUARD BD INDEX FDS
+$684.0K
9,089
减持
SPMD
SPDR SER TR
-$677.0K
70,395
-4%
增持
SPHY
SPDR SER TR
-$653.0K
491,885
+6%
增持
AMZN
AMAZON COM INC
-$621.0K
7,940
+1668%
减持
HYLB
DBX ETF TR
-$583.0K
9,136
-61%
增持
FREL
FIDELITY COVINGTON TRUST
+$563.0K
30,471
+273%
增持
VTI
VANGUARD INDEX FDS
-$554.0K
15,068
+1%
减持
AGG
ISHARES TR
-$530.0K
29,074
-11%
减持
EEMS
ISHARES INC
-$495.0K
6,616
-54%
清仓
PFF
ISHARES TR
-$483.0K
0
-100%
增持
HDV
ISHARES TR
+$481.0K
20,739
+38%
减持
VXF
VANGUARD INDEX FDS
-$454.0K
8,048
-12%
建仓
IEMG
ISHARES INC
+$449.0K
9,153
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$422.0K
21,889
清仓
EMB
ISHARES TR
-$408.0K
0
-100%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$369.0K
9,052
增持
IAGG
ISHARES TR
+$351.0K
11,179
+184%
减持
RWX
SPDR INDEX SHS FDS
-$333.0K
40,382
-7%
增持
SPIP
SPDR SER TR
+$304.0K
27,599
+83%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$287.0K
4,099
清仓
NVDA
NVIDIA CORPORATION
-$286.0K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$276.0K
6,662
+53%
清仓
META
META PLATFORMS INC
-$270.0K
0
-100%
清仓
CZNC
CITIZENS & NORTHN CORP
-$269.0K
0
-100%
增持
IJH
ISHARES TR
-$268.0K
7,086
+2%
建仓
SCHV
SCHWAB STRATEGIC TR
+$263.0K
4,211
清仓
HD
HOME DEPOT INC
-$263.0K
0
-100%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$247.0K
10,070
清仓
NFLX
NETFLIX INC
-$246.0K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$244.0K
4,428
建仓
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$243.0K
10,280
清仓
INTC
INTEL CORP
-$240.0K
0
-100%
增持
IVV
ISHARES TR
+$239.0K
5,559
+35%
清仓
MAR
MARRIOTT INTL INC NEW
-$227.0K
0
-100%
清仓
TFX
TELEFLEX INCORPORATED
-$222.0K
0
-100%
清仓
IWC
ISHARES TR
-$214.0K
0
-100%
清仓
DIS
DISNEY WALT CO
-$213.0K
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$211.0K
0
-100%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$208.0K
2,707
清仓
DRI
DARDEN RESTAURANTS INC
-$206.0K
0
-100%
清仓
MCD
MCDONALDS CORP
-$200.0K
0
-100%
清仓
GMF
SPDR INDEX SHS FDS
-$200.0K
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$172.0K
16,103
-5%
增持
USHY
ISHARES TR
+$165.0K
18,954
+50%
清仓
AGI
ALAMOS GOLD INC NEW
-$160.0K
0
-100%
减持
RWR
SPDR SER TR
-$154.0K
6,226
-2%
增持
SCHK
SCHWAB STRATEGIC TR
-$147.0K
32,580
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$126.0K
1,608
+0%
增持
IJR
ISHARES TR
-$116.0K
18,658
+9%
减持
MA
MASTERCARD INCORPORATED
-$114.0K
1,338
-11%
减持
SHW
SHERWIN WILLIAMS CO
-$111.0K
3,719
-2%
减持
FLTR
VANECK ETF TRUST
-$110.0K
62,508
-5%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$110.0K
38,660
-2%
减持
ABT
ABBOTT LABS
-$85.0K
2,340
-18%
减持
SCHB
SCHWAB STRATEGIC TR
-$81.0K
6,208
-7%
减持
PG
PROCTER AND GAMBLE CO
-$77.0K
1,783
-18%
增持
FLRN
SPDR SER TR
-$74.0K
245,980
+0%
增持
VOO
VANGUARD INDEX FDS
-$67.0K
7,725
+17%
减持
IWM
ISHARES TR
-$66.0K
1,630
-2%
增持
CSCO
CISCO SYS INC
-$64.0K
4,897
+0%
减持
PEP
PEPSICO INC
-$59.0K
1,705
-17%
增持
SPYD
SPDR SER TR
+$58.0K
24,872
+17%
增持
—
EXXON MOBIL CORP
+$53.0K
3,857
+15%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$35.0K
759
+0%
减持
JNJ
JOHNSON & JOHNSON
-$26.0K
2,211
-6%
增持
CVX
CHEVRON CORP NEW
+$26.0K
1,789
+25%
增持
STIP
ISHARES TR
-$24.0K
6,784
+0%
清仓
—
NEW GOLD INC CDA
-$22.0K
0
-100%
增持
SCHH
SCHWAB STRATEGIC TR
-$22.0K
50,990
+16%
增持
DGRO
ISHARES TR
+$22.0K
24,376
+14%
减持
MRK
MERCK & CO INC
+$18.0K
2,531
-3%
减持
SYY
SYSCO CORP
-$8.0K
2,606
-7%
增持
OEF
ISHARES TR
+$4.0K
1,645
+22%
增持
—
TRANSOCEAN LTD
+$4.0K
70,000
+40%
