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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 109 项
建仓 14
增持 44
减持 38
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
VYM
VANGUARD WHITEHALL FDS
+$3.9M
40,734
减持
SCHD
SCHWAB STRATEGIC TR
-$3.6M
571,012
-2%
减持
SCHX
SCHWAB STRATEGIC TR
-$3.2M
641,839
-6%
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。
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.1M
324,247
+18%
减持
SCHF
SCHWAB STRATEGIC TR
-$2.5M
206,633
-22%
增持
SCHZ
SCHWAB STRATEGIC TR
+$2.0M
478,499
+17%
减持
SPYM
SPDR SER TR
-$1.9M
213,941
-13%
减持
SPSB
SPDR SER TR
-$1.6M
82,159
-39%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
336,630
+28%
减持
SPDW
SPDR INDEX SHS FDS
-$1.3M
64,444
-38%
增持
VUG
VANGUARD INDEX FDS
+$1.3M
85,955
+12%
增持
HDV
ISHARES TR
+$1.2M
36,318
+75%
建仓
PFF
ISHARES TR
+$1.2M
36,590
减持
SPEM
SPDR INDEX SHS FDS
-$1.1M
60,797
-29%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.1M
56,267
-23%
增持
DGRO
ISHARES TR
+$1.1M
49,968
+105%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$986.0K
210,359
+31%
减持
USRT
ISHARES TR
-$951.0K
42,428
-24%
减持
SCHE
SCHWAB STRATEGIC TR
-$931.0K
204,207
-6%
增持
SPHY
SPDR SER TR
+$868.0K
545,887
+11%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$865.0K
41,444
增持
SCHM
SCHWAB STRATEGIC TR
+$828.0K
158,362
+13%
清仓
FREL
FIDELITY COVINGTON TRUST
-$828.0K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$825.0K
79,547
+13%
减持
SCHA
SCHWAB STRATEGIC TR
-$824.0K
188,091
-8%
建仓
IGRO
ISHARES TR
+$791.0K
15,618
清仓
BND
VANGUARD BD INDEX FDS
-$684.0K
0
-100%
减持
IVV
ISHARES TR
-$639.0K
4,097
-26%
增持
SCHH
SCHWAB STRATEGIC TR
+$592.0K
89,185
+75%
增持
FLRN
SPDR SER TR
+$563.0K
263,016
+7%
减持
SCHW
SCHWAB CHARLES CORP
+$547.0K
63,119
-0%
减持
VO
VANGUARD INDEX FDS
-$529.0K
4,167
-37%
建仓
ISCV
ISHARES TR
+$470.0K
9,892
清仓
IEMG
ISHARES INC
-$449.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$440.0K
9,503
+23%
增持
SPIP
SPDR SER TR
+$436.0K
47,155
+71%
增持
STIP
ISHARES TR
+$427.0K
11,604
+71%
增持
SHW
SHERWIN WILLIAMS CO
+$407.0K
6,055
+63%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$397.0K
7,621
建仓
ALB
ALBEMARLE CORP
+$395.0K
1,492
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$332.0K
15,655
清仓
HYLB
DBX ETF TR
-$308.0K
0
-100%
增持
SCHP
SCHWAB STRATEGIC TR
-$296.0K
180,602
+4%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
-$292.0K
107,253
+8%
增持
SPYD
SPDR SER TR
+$291.0K
36,188
+45%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$287.0K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$286.0K
157,114
+16%
增持
VIGI
VANGUARD WHITEHALL FDS
-$282.0K
173,962
+8%
减持
IVW
ISHARES TR
-$266.0K
34,472
-8%
清仓
ABT
ABBOTT LABS
-$254.0K
0
-100%
增持
SCHY
SCHWAB STRATEGIC TR
-$251.0K
540,788
+10%
清仓
DVN
DEVON ENERGY CORP NEW
-$244.0K
0
-100%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$242.0K
141,927
+8%
增持
SCHC
SCHWAB STRATEGIC TR
+$242.0K
170,198
+19%
减持
IJR
ISHARES TR
-$237.0K
17,050
-9%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$235.0K
63,658
+24%
减持
EWX
SPDR INDEX SHS FDS
-$231.0K
4,709
-49%
清仓
SYY
SYSCO CORP
-$221.0K
0
-100%
建仓
LNG
CHENIERE ENERGY INC
+$221.0K
1,335
增持
VSS
VANGUARD INTL EQUITY INDEX F
-$217.0K
87,360
+8%
清仓
WEC
WEC ENERGY GROUP INC
-$213.0K
0
-100%
清仓
VWOB
VANGUARD WHITEHALL FDS
-$210.0K
0
-100%
清仓
CSCO
CISCO SYS INC
-$209.0K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$208.0K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$206.0K
204,249
+5%
清仓
BDX
BECTON DICKINSON & CO
-$205.0K
0
-100%
减持
IVE
ISHARES TR
-$202.0K
10,128
-7%
增持
IAGG
ISHARES TR
+$201.0K
15,695
+40%
建仓
AGI
ALAMOS GOLD INC NEW
+$193.0K
26,000
减持
RWX
SPDR INDEX SHS FDS
-$190.0K
39,401
-2%
增持
SPSM
SPDR SER TR
+$187.0K
55,704
+17%
减持
SPMD
SPDR SER TR
-$172.0K
68,010
-3%
增持
PFFD
GLOBAL X FDS
+$169.0K
654,493
+5%
减持
LQD
ISHARES TR
-$163.0K
3,105
-29%
减持
SCHK
SCHWAB STRATEGIC TR
-$139.0K
30,315
-7%
增持
VB
VANGUARD INDEX FDS
-$138.0K
120,384
+2%
增持
AGG
ISHARES TR
-$128.0K
29,358
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$113.0K
205,464
+5%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$107.0K
42,968
+17%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$106.0K
28,306
+29%
增持
GOOG
ALPHABET INC
-$103.0K
7,760
+1900%
减持
—
STERIS PLC
-$101.0K
2,112
-4%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$97.0K
15,969
-1%
减持
RWR
SPDR SER TR
-$94.0K
5,908
-5%
建仓
—
SFL CORPORATION LTD
+$91.0K
10,000
增持
AMZN
AMAZON COM INC
+$88.0K
8,235
+4%
建仓
EQX
EQUINOX GOLD CORP
+$84.0K
23,100
增持
GOOGL
ALPHABET INC
-$83.0K
6,261
+1900%
增持
AAPL
APPLE INC
+$73.0K
33,537
+0%
减持
VXF
VANGUARD INDEX FDS
-$68.0K
7,768
-3%
减持
MA
MASTERCARD INCORPORATED
-$67.0K
1,250
-7%
增持
USHY
ISHARES TR
+$65.0K
21,441
+13%
增持
VTI
VANGUARD INDEX FDS
-$57.0K
15,518
+3%
减持
IJH
ISHARES TR
-$55.0K
7,060
-0%
减持
SCHV
SCHWAB STRATEGIC TR
-$53.0K
3,584
-15%
减持
HON
HONEYWELL INTL INC
-$49.0K
2,682
-6%
建仓
HL
HECLA MNG CO
+$47.0K
12,000
增持
MSFT
MICROSOFT CORP
-$44.0K
6,851
+7%
减持
WAB
WABTEC
-$40.0K
6,551
-6%
减持
EPI
WISDOMTREE TR
-$36.0K
8,168
-15%
减持
HBAN
HUNTINGTON BANCSHARES INC
+$35.0K
37,962
-2%
减持
IWM
ISHARES TR
-$24.0K
1,525
-6%
减持
DFUS
DIMENSIONAL ETF TRUST
-$21.0K
8,958
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$20.0K
1,568
-2%
建仓
—
NEW GOLD INC CDA
+$18.0K
21,000
减持
EEMS
ISHARES INC
-$18.0K
6,605
-0%
增持
FLTR
VANECK ETF TRUST
+$15.0K
62,717
+0%
减持
PEP
PEPSICO INC
-$10.0K
1,679
-2%
增持
CVX
CHEVRON CORP NEW
+$4.0K
1,834
+3%
