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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 126 项
建仓 19
增持 68
减持 36
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SCHX
SCHWAB STRATEGIC TR
+$4.2M
621,752
+6%
增持
SCHZ
SCHWAB STRATEGIC TR
+$3.6M
671,343
+15%
增持
PFFD
GLOBAL X FDS
+$3.4M
936,403
+28%
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
+$2.7M
389,066
+11%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.3M
48,737
+1014%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.3M
212,813
+2%
增持
SPHY
SPDR SER TR
+$1.6M
638,454
+14%
增持
VNQ
VANGUARD INDEX FDS
+$1.5M
186,354
+10%
增持
AAPL
APPLE INC
+$1.4M
40,611
+4%
减持
PFF
ISHARES TR
-$1.2M
18,608
-67%
增持
FLRN
SPDR SER TR
+$1.2M
328,925
+14%
建仓
VXUS
VANGUARD STAR FDS
+$1.2M
20,585
增持
VOE
VANGUARD INDEX FDS
+$1.1M
72,271
+10%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.0M
192,056
+14%
增持
SPY
SPDR S&P 500 ETF TR
+$972.1K
3,220
+190%
增持
SCHM
SCHWAB STRATEGIC TR
+$949.6K
161,717
+4%
减持
VUG
VANGUARD INDEX FDS
+$852.8K
50,226
-6%
增持
SCHD
SCHWAB STRATEGIC TR
+$802.1K
660,064
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$748.4K
217,393
+9%
建仓
VTEB
VANGUARD MUN BD FDS
+$736.0K
14,655
增持
VTIP
VANGUARD MALVERN FDS
+$723.8K
176,629
+12%
增持
MSFT
MICROSOFT CORP
+$689.1K
7,998
+13%
增持
VBR
VANGUARD INDEX FDS
+$677.5K
81,434
+1%
建仓
XLK
SELECT SECTOR SPDR TR
+$671.8K
3,864
减持
SPYM
SPDR SER TR
+$670.4K
238,199
-2%
减持
VB
VANGUARD INDEX FDS
+$652.0K
85,804
-1%
减持
SCHE
SCHWAB STRATEGIC TR
-$597.8K
222,183
-10%
增持
SCHW
SCHWAB CHARLES CORP
+$589.5K
91,127
+4%
增持
SCHY
SCHWAB STRATEGIC TR
+$579.9K
552,664
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$561.9K
358,319
+1%
增持
SCHP
SCHWAB STRATEGIC TR
+$537.4K
168,459
+9%
增持
VOO
VANGUARD INDEX FDS
+$509.7K
10,465
+5%
增持
VTI
VANGUARD INDEX FDS
+$486.6K
17,093
+6%
建仓
GLD
SPDR GOLD TR
+$459.0K
2,575
建仓
VTV
VANGUARD INDEX FDS
+$451.1K
3,174
建仓
IEFA
ISHARES TR
+$444.1K
6,580
减持
USHY
ISHARES TR
-$442.2K
11,100
-53%
增持
QLD
PROSHARES TR
+$425.6K
12,000
+71%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$385.3K
6,245
增持
VIGI
VANGUARD WHITEHALL FDS
+$370.8K
183,338
+1%
增持
HDV
ISHARES TR
+$366.1K
141,451
+4%
增持
DGRO
ISHARES TR
+$334.5K
58,347
+9%
减持
SCHC
SCHWAB STRATEGIC TR
-$331.6K
147,132
-6%
增持
—
EXXON MOBIL CORP
+$322.8K
7,067
+78%
建仓
XLV
SELECT SECTOR SPDR TR
+$318.6K
2,400
增持
IWR
ISHARES TR
+$302.5K
11,261
+51%
建仓
QUAL
ISHARES TR
+$300.2K
2,226
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$297.9K
0
-100%
建仓
CAMX
ADVISORS INNER CIRCLE FD
+$283.2K
11,482
增持
IVV
ISHARES TR
+$280.0K
4,407
+8%
建仓
VBK
VANGUARD INDEX FDS
+$269.5K
1,173
增持
IJR
ISHARES TR
+$265.8K
19,069
+10%
建仓
ABBV
ABBVIE INC
+$255.2K
1,894
减持
SPSB
SPDR SER TR
-$254.7K
76,674
-10%
建仓
AVGO
BROADCOM INC
+$238.4K
275
建仓
WMT
WALMART INC
+$233.4K
1,485
建仓
FE
FIRSTENERGY CORP
+$231.2K
5,947
增持
GOOG
ALPHABET INC
+$216.4K
8,460
+9%
清仓
WEC
WEC ENERGY GROUP INC
-$214.3K
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$213.9K
0
-100%
减持
STIP
ISHARES TR
-$213.3K
10,169
-16%
减持
SCHG
SCHWAB STRATEGIC TR
+$212.9K
42,197
-7%
建仓
DUK
DUKE ENERGY CORP NEW
+$206.0K
2,296
增持
NVDA
NVIDIA CORPORATION
+$202.0K
1,364
+1%
建仓
—
EATON CORP PLC
+$201.1K
1,000
建仓
DAX
GLOBAL X FDS
+$200.8K
6,782
减持
VYMI
VANGUARD WHITEHALL FDS
-$199.0K
21,920
-14%
增持
CAT
CATERPILLAR INC
+$188.6K
1,650
+74%
减持
SCHA
SCHWAB STRATEGIC TR
+$180.5K
164,015
-2%
减持
SPIP
SPDR SER TR
-$176.8K
38,967
-12%
减持
RWX
SPDR INDEX SHS FDS
-$168.9K
29,088
-14%
增持
HD
HOME DEPOT INC
+$157.0K
1,410
+48%
减持
AMZN
AMAZON COM INC
+$156.0K
7,452
-6%
增持
GOOGL
ALPHABET INC
+$154.3K
7,061
+6%
增持
BIL
SPDR SER TR
+$147.0K
16,680
+17%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$139.2K
99,920
+0%
减持
VO
VANGUARD INDEX FDS
-$133.5K
7,185
-12%
减持
SCHF
SCHWAB STRATEGIC TR
-$133.2K
176,725
-5%
减持
SPMD
SPDR SER TR
+$115.4K
59,176
-0%
减持
SPYD
SPDR SER TR
-$115.1K
32,481
-6%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$109.4K
16,423
+12%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$108.3K
108,314
+4%
增持
PG
PROCTER AND GAMBLE CO
+$107.9K
2,674
+33%
增持
META
META PLATFORMS INC
+$103.1K
1,227
+4%
增持
SPTS
SPDR SER TR
+$101.5K
39,439
+12%
减持
SCHK
SCHWAB STRATEGIC TR
+$98.2K
30,315
-0%
减持
AGG
ISHARES TR
-$93.1K
20,292
-3%
增持
BA
BOEING CO
+$91.4K
1,620
+37%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$90.1K
71,884
+7%
增持
BX
BLACKSTONE INC
+$89.8K
3,800
+27%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$88.9K
58,132
+10%
建仓
AKTSQ
AKOUSTIS TECHNOLOGIES INC
+$88.3K
27,756
增持
MCD
MCDONALDS CORP
+$81.3K
1,125
+24%
减持
IJH
ISHARES TR
+$77.4K
7,195
-0%
减持
SCHH
SCHWAB STRATEGIC TR
-$71.1K
105,393
-3%
增持
MRK
MERCK & CO INC
+$65.3K
2,885
+15%
减持
NFLX
NETFLIX INC
+$63.3K
670
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$62.5K
1,545
+3%
增持
JNJ
JOHNSON & JOHNSON
+$56.8K
2,678
+7%
增持
PEP
PEPSICO INC
+$55.6K
2,184
+14%
减持
DVY
ISHARES TR
-$54.0K
9,740
-1%
增持
ABT
ABBOTT LABS
+$52.7K
2,490
+15%
减持
SPSM
SPDR SER TR
+$47.6K
46,950
-0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$47.2K
81,747
-3%
减持
PGR
PROGRESSIVE CORP
-$46.6K
3,600
-2%
减持
USRT
ISHARES TR
+$42.5K
43,091
-0%
增持
NKE
NIKE INC
+$42.2K
3,359
+25%
增持
IWM
ISHARES TR
+$42.2K
2,201
+6%
增持
CVX
CHEVRON CORP NEW
+$42.1K
2,244
+18%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$41.6K
42,828
-5%
减持
WAB
WABTEC
+$40.7K
5,803
-2%
增持
RWR
SPDR SER TR
+$38.0K
6,180
+5%
增持
CSCO
CISCO SYS INC
+$37.5K
6,077
+15%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$34.0K
30,353
-6%
增持
KEY
KEYCORP
-$30.2K
11,109
+5%
增持
EWG
ISHARES INC
+$21.7K
21,874
+3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$19.9K
3,896
+0%
减持
DFUS
DIMENSIONAL ETF TRUST
+$16.0K
8,285
-4%
减持
IAGG
ISHARES TR
-$15.4K
13,718
-3%
减持
FLTR
VANECK ETF TRUST
-$11.5K
60,697
-2%
增持
BILS
SPDR SER TR
+$10.6K
12,236
+1%
增持
EQX
EQUINOX GOLD CORP
-$10.4K
25,500
+3%
减持
SPDW
SPDR INDEX SHS FDS
-$6.6K
62,871
-2%
增持
—
NEW GOLD INC CDA
+$3.0K
16,000
+23%
增持
—
AEYE INC
-$1.2K
15,000
+20%
增持
PSX
PHILLIPS 66
-$24
2,623
+6%
