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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 111 项
建仓 18
增持 52
减持 33
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
SCHZ
SCHWAB STRATEGIC TR
+$2.9M
581,922
+9%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.0M
586,759
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.8M
350,424
+5%
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
+$1.5M
53,659
-3%
增持
AAPL
APPLE INC
+$1.4M
39,079
+0%
增持
PFFD
GLOBAL X FDS
+$1.4M
732,961
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.2M
353,138
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.0M
209,389
+2%
增持
SPHY
SPDR SER TR
+$1.0M
561,851
+5%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.0M
643,498
+5%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$994.3K
168,280
+8%
增持
VIGI
VANGUARD WHITEHALL FDS
+$888.8K
181,832
+1%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$821.9K
99,673
+2%
增持
SCHY
SCHWAB STRATEGIC TR
+$816.4K
535,549
+1%
减持
SPYM
SPDR SER TR
+$729.1K
243,867
-0%
增持
SCHW
SCHWAB CHARLES CORP
-$711.6K
87,354
+38%
增持
VOE
VANGUARD INDEX FDS
+$680.5K
65,962
+9%
增持
BIL
SPDR SER TR
+$666.5K
14,315
+82%
增持
VNQ
VANGUARD INDEX FDS
+$643.4K
168,779
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$638.2K
199,698
+4%
增持
SCHP
SCHWAB STRATEGIC TR
+$626.9K
154,346
+4%
增持
HDV
ISHARES TR
+$620.5K
136,360
+7%
增持
VTIP
VANGUARD MALVERN FDS
+$524.3K
157,198
+3%
增持
SCHM
SCHWAB STRATEGIC TR
+$508.2K
155,193
+2%
增持
FLRN
SPDR SER TR
+$502.5K
288,076
+4%
减持
SCHG
SCHWAB STRATEGIC TR
+$419.1K
45,263
-1%
建仓
NVDA
NVIDIA CORPORATION
+$374.9K
1,350
建仓
QLD
PROSHARES TR
+$347.0K
7,000
减持
MSFT
MICROSOFT CORP
+$326.1K
7,057
-1%
建仓
HY
HYSTER YALE MATLS HANDLING I
+$319.2K
6,399
增持
BILS
SPDR SER TR
+$301.7K
12,111
+33%
减持
VB
VANGUARD INDEX FDS
+$298.3K
86,552
-1%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$297.9K
4,084
增持
VOO
VANGUARD INDEX FDS
+$279.9K
9,978
+1%
减持
SCHF
SCHWAB STRATEGIC TR
+$272.4K
185,648
-3%
减持
SCHC
SCHWAB STRATEGIC TR
+$255.0K
157,270
-2%
建仓
BA
BOEING CO
+$250.7K
1,180
减持
SPSB
SPDR SER TR
-$249.4K
84,778
-10%
建仓
META
META PLATFORMS INC
+$249.0K
1,175
清仓
CMI
CUMMINS INC
-$242.3K
0
-100%
建仓
NFLX
NETFLIX INC
+$231.8K
671
清仓
SSO
PROSHARES TR
-$222.3K
0
-100%
建仓
MAR
MARRIOTT INTL INC NEW
+$220.7K
1,329
增持
VTI
VANGUARD INDEX FDS
+$213.9K
16,064
+0%
建仓
ROK
ROCKWELL AUTOMATION INC
+$213.9K
729
清仓
UNH
UNITEDHEALTH GROUP INC
-$212.1K
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$210.9K
0
-100%
建仓
SCHB
SCHWAB STRATEGIC TR
+$209.4K
4,375
清仓
FE
FIRSTENERGY CORP
-$207.5K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$205.1K
0
-100%
建仓
SXI
STANDEX INTL CORP
+$204.1K
1,667
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$202.0K
0
-100%
清仓
VLO
VALERO ENERGY CORP
-$201.2K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$184.2K
63,898
+2%
减持
SCHH
SCHWAB STRATEGIC TR
-$165.0K
109,200
-8%
减持
SCHA
SCHWAB STRATEGIC TR
+$163.0K
167,025
-1%
增持
SPTS
SPDR SER TR
+$158.4K
35,371
+17%
增持
—
TRANSOCEAN LTD
+$157.8K
75,000
+7%
减持
AMZN
AMAZON COM INC
+$135.5K
7,895
-2%
建仓
KEY
KEYCORP
+$132.8K
10,609
建仓
EQX
EQUINOX GOLD CORP
+$127.2K
24,700
减持
VYM
VANGUARD WHITEHALL FDS
-$124.9K
44,248
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$120.8K
3,893
+24%
增持
VBR
VANGUARD INDEX FDS
+$119.2K
80,537
+1%
增持
VO
VANGUARD INDEX FDS
+$116.6K
8,133
+4%
减持
SCHE
SCHWAB STRATEGIC TR
+$105.5K
247,704
-2%
增持
IJH
ISHARES TR
+$96.2K
7,211
+2%
建仓
—
SFL CORPORATION LTD
+$95.0K
10,000
增持
SCHK
SCHWAB STRATEGIC TR
+$79.4K
30,370
+0%
建仓
HL
HECLA MNG CO
+$79.1K
12,500
减持
IGRO
ISHARES TR
+$76.1K
29,765
-1%
增持
IWM
ISHARES TR
+$67.8K
2,074
+20%
增持
AGI
ALAMOS GOLD INC NEW
+$67.3K
27,000
+4%
减持
RWX
SPDR INDEX SHS FDS
-$65.0K
33,843
-5%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$62.9K
52,842
+5%
减持
SPMD
SPDR SER TR
+$62.5K
59,435
-0%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$55.7K
21,146
+14%
减持
VYMI
VANGUARD WHITEHALL FDS
+$54.7K
25,575
-0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$47.5K
66,909
-4%
增持
USRT
ISHARES TR
+$45.5K
43,111
+0%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
-$43.1K
104,527
+1%
减持
SPEM
SPDR INDEX SHS FDS
+$42.5K
55,902
-1%
减持
PFF
ISHARES TR
+$36.2K
56,659
-0%
减持
CVE
CENOVUS ENERGY INC
-$33.1K
12,000
-4%
减持
USHY
ISHARES TR
-$32.8K
23,461
-7%
增持
IAGG
ISHARES TR
+$29.8K
14,127
+2%
建仓
—
WORKHORSE GROUP INC
+$22.6K
17,000
增持
IJR
ISHARES TR
+$20.8K
17,314
+2%
减持
EPI
WISDOMTREE TR
-$20.8K
7,782
-5%
减持
DFUS
DIMENSIONAL ETF TRUST
+$17.3K
8,621
-2%
增持
CVX
CHEVRON CORP NEW
-$17.1K
1,906
+4%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$16.5K
14,665
-8%
建仓
—
NEW GOLD INC CDA
+$14.3K
13,000
减持
SPIP
SPDR SER TR
+$13.8K
44,382
-2%
增持
HD
HOME DEPOT INC
+$13.1K
952
+12%
增持
PG
PROCTER AND GAMBLE CO
+$11.2K
2,003
+6%
减持
EEMS
ISHARES INC
-$10.1K
4,834
-8%
增持
—
EXXON MOBIL CORP
+$9.7K
3,968
+3%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$9.7K
83,959
+0%
增持
MRK
MERCK & CO INC
-$9.5K
2,515
+1%
减持
DGRO
ISHARES TR
-$9.3K
53,454
-0%
增持
WAB
WABTEC
+$8.3K
5,895
+0%
减持
SPSM
SPDR SER TR
-$8.0K
47,020
-3%
增持
CAT
CATERPILLAR INC
+$7.8K
950
+9%
减持
STIP
ISHARES TR
+$7.5K
12,151
-2%
减持
RWR
SPDR SER TR
+$6.1K
5,868
-1%
减持
AGG
ISHARES TR
-$4.6K
20,882
-3%
建仓
—
AEYE INC
+$3.9K
12,500
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$3.4K
10,302
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$2.6K
10,088
+0%
减持
FLTR
VANECK ETF TRUST
-$132
61,838
-0%
