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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 127 项
建仓 32
增持 46
减持 36
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
HDV
ISHARES TR
+$10.0M
127,305
+251%
建仓
VOE
VANGUARD INDEX FDS
+$8.2M
60,614
增持
SCHD
SCHWAB STRATEGIC TR
+$8.2M
610,658
+7%
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
VUG
VANGUARD INDEX FDS
-$6.5M
55,561
-35%
减持
VB
VANGUARD INDEX FDS
-$4.5M
87,803
-27%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.6M
205,719
+1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$2.8M
535,941
+12%
减持
VTIP
VANGUARD MALVERN FDS
-$2.8M
152,594
-26%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.5M
351,105
+4%
增持
SPYM
SPDR SER TR
+$2.0M
244,844
+14%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$2.0M
98,026
+12%
增持
VIGI
VANGUARD WHITEHALL FDS
+$1.7M
179,625
+3%
减持
SCHP
SCHWAB STRATEGIC TR
-$1.7M
148,059
-18%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.4M
251,990
+23%
增持
VBR
VANGUARD INDEX FDS
+$1.3M
79,802
+0%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.1M
25,679
+237%
减持
SCHY
SCHWAB STRATEGIC TR
+$1.0M
527,849
-2%
增持
IGRO
ISHARES TR
+$937.2K
29,988
+92%
增持
VYM
VANGUARD WHITEHALL FDS
+$928.0K
44,294
+9%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$911.0K
332,438
+3%
建仓
BILS
SPDR SER TR
+$904.6K
9,111
建仓
SPTS
SPDR SER TR
+$875.5K
30,306
减持
SCHX
SCHWAB STRATEGIC TR
-$824.3K
583,781
-9%
增持
VO
VANGUARD INDEX FDS
+$815.7K
7,844
+88%
增持
VNQ
VANGUARD INDEX FDS
+$804.0K
162,464
+3%
增持
SCHW
SCHWAB CHARLES CORP
+$751.2K
63,502
+1%
减持
AGG
ISHARES TR
-$742.7K
21,500
-27%
建仓
BIL
SPDR SER TR
+$718.0K
7,850
增持
SCHH
SCHWAB STRATEGIC TR
+$627.4K
118,943
+33%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$619.0K
155,872
+10%
减持
SCHG
SCHWAB STRATEGIC TR
-$609.3K
45,548
-19%
增持
ISCV
ISHARES TR
+$594.7K
20,452
+107%
增持
PFF
ISHARES TR
+$573.7K
56,753
+55%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$547.4K
69,732
+62%
建仓
EWG
ISHARES INC
+$524.1K
21,194
增持
DGRO
ISHARES TR
+$459.4K
53,629
+7%
增持
FLRN
SPDR SER TR
+$450.9K
277,061
+5%
减持
SCHM
SCHWAB STRATEGIC TR
+$442.9K
152,857
-3%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$421.5K
50,174
+77%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$421.0K
83,916
+32%
增持
AAPL
APPLE INC
+$418.7K
38,896
+16%
清仓
ALB
ALBEMARLE CORP
-$395.0K
0
-100%
增持
SPSB
SPDR SER TR
+$360.4K
93,988
+14%
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$352.5K
18,556
增持
VOO
VANGUARD INDEX FDS
+$352.4K
9,883
+4%
减持
SCHF
SCHWAB STRATEGIC TR
+$348.0K
191,275
-7%
建仓
DE
DEERE & CO
+$343.0K
800
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$332.0K
0
-100%
建仓
SJM
SMUCKER J M CO
+$327.4K
2,066
减持
SCHC
SCHWAB STRATEGIC TR
+$322.2K
160,318
-6%
清仓
LQD
ISHARES TR
-$318.0K
0
-100%
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$313.0K
15,956
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$299.3K
3,862
清仓
SCZ
ISHARES TR
-$284.0K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$279.9K
16,030
+3%
减持
SCHA
SCHWAB STRATEGIC TR
-$269.6K
168,857
-10%
建仓
HD
HOME DEPOT INC
+$267.7K
848
清仓
SCHB
SCHWAB STRATEGIC TR
-$261.0K
0
-100%
建仓
PSX
PHILLIPS 66
+$256.9K
2,468
建仓
CSCO
CISCO SYS INC
+$252.4K
5,297
减持
AMZN
AMAZON COM INC
-$251.0K
8,095
-2%
建仓
CMI
CUMMINS INC
+$242.3K
1,000
建仓
MCD
MCDONALDS CORP
+$239.8K
910
建仓
ABT
ABBOTT LABS
+$237.1K
2,160
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$223.7K
12,583
建仓
BX
BLACKSTONE INC
+$222.6K
3,000
建仓
SSO
PROSHARES TR
+$222.3K
5,000
清仓
LNG
CHENIERE ENERGY INC
-$221.0K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$219.1K
191,300
-9%
清仓
EWX
SPDR INDEX SHS FDS
-$215.0K
0
-100%
建仓
DRI
DARDEN RESTAURANTS INC
+$214.4K
1,550
建仓
WEC
WEC ENERGY GROUP INC
+$212.0K
2,261
建仓
BDX
BECTON DICKINSON & CO
+$211.3K
831
建仓
DVN
DEVON ENERGY CORP NEW
+$210.9K
3,428
建仓
CAT
CATERPILLAR INC
+$209.6K
875
建仓
FE
FIRSTENERGY CORP
+$207.5K
4,947
减持
SPDW
SPDR INDEX SHS FDS
+$205.2K
62,923
-2%
建仓
DUK
DUKE ENERGY CORP NEW
+$205.1K
1,991
建仓
BSCW
INVESCO EXCHNG TRAD SLF INDE
+$202.9K
10,200
建仓
FREL
FIDELITY COVINGTON TRUST
+$202.8K
8,176
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$202.0K
2,807
建仓
VLO
VALERO ENERGY CORP
+$201.2K
1,586
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$200.3K
12,544
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$200.2K
12,711
减持
VNQI
VANGUARD INTL EQUITY INDEX F
+$194.9K
103,723
-3%
减持
SHW
SHERWIN WILLIAMS CO
+$183.4K
5,997
-1%
清仓
KEY
KEYCORP
-$170.0K
0
-100%
增持
USHY
ISHARES TR
+$145.8K
25,104
+17%
增持
JPM
JPMORGAN CHASE & CO
+$130.4K
3,694
+6%
增持
IWR
ISHARES TR
+$126.6K
7,436
+23%
减持
DVY
ISHARES TR
+$118.3K
9,878
-1%
减持
SPSM
SPDR SER TR
-$113.0K
48,255
-13%
增持
MSFT
MICROSOFT CORP
+$112.5K
7,124
+4%
增持
USRT
ISHARES TR
+$112.3K
43,020
+1%
增持
NKE
NIKE INC
+$100.4K
2,679
+5%
减持
IAGG
ISHARES TR
-$96.2K
13,917
-11%
清仓
—
SFL CORPORATION LTD
-$91.0K
0
-100%
减持
SPYD
SPDR SER TR
+$90.3K
34,723
-4%
减持
SPMD
SPDR SER TR
-$84.3K
59,710
-12%
清仓
EQX
EQUINOX GOLD CORP
-$84.0K
0
-100%
增持
STIP
ISHARES TR
+$83.2K
12,358
+6%
增持
JNJ
JOHNSON & JOHNSON
+$79.4K
2,493
+13%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$78.8K
44,985
+9%
减持
SPHY
SPDR SER TR
+$76.3K
536,583
-2%
减持
HON
HONEYWELL INTL INC
+$74.5K
2,438
-9%
增持
PEP
PEPSICO INC
+$71.8K
1,914
+14%
增持
PGR
PROGRESSIVE CORP
+$67.3K
3,657
+4%
减持
CVX
CHEVRON CORP NEW
+$65.1K
1,828
-0%
增持
PG
PROCTER AND GAMBLE CO
+$61.6K
1,891
+6%
减持
MRK
MERCK & CO INC
+$59.0K
2,497
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$55.0K
799
+5%
减持
WAB
WABTEC
+$54.4K
5,885
-10%
增持
IWM
ISHARES TR
+$50.2K
1,733
+14%
清仓
—
WORKHORSE GROUP INC
-$49.0K
0
-100%
清仓
HL
HECLA MNG CO
-$47.0K
0
-100%
减持
EEMS
ISHARES INC
-$46.4K
5,253
-20%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$45.6K
1,504
-4%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$45.2K
32,253
-15%
减持
SPIP
SPDR SER TR
-$26.1K
45,416
-4%
减持
SPEM
SPDR INDEX SHS FDS
-$21.5K
56,598
-7%
增持
PFFD
GLOBAL X FDS
-$18.6K
692,069
+6%
清仓
—
NEW GOLD INC CDA
-$18.0K
0
-100%
减持
DFUS
DIMENSIONAL ETF TRUST
+$17.7K
8,789
-2%
减持
FLTR
VANECK ETF TRUST
-$13.8K
62,067
-1%
减持
—
STERIS PLC
+$12.8K
1,970
-7%
增持
GOOGL
ALPHABET INC
-$11.3K
6,661
+6%
减持
RWX
SPDR INDEX SHS FDS
+$4.4K
35,651
-10%
