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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 113 项
建仓 5
增持 52
减持 54
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
SCHX
SCHWAB STRATEGIC TR
+$25.5M
1,143,253
+42%
增持
SGOV
ISHARES TR
+$7.2M
118,958
+148%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.5M
542,686
+25%
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
SCHP
SCHWAB STRATEGIC TR
+$6.5M
346,259
+56%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$4.4M
466,747
+14%
增持
SCHZ
SCHWAB STRATEGIC TR
+$3.6M
819,938
+12%
增持
SCHA
SCHWAB STRATEGIC TR
+$3.4M
228,581
+38%
减持
PFFD
GLOBAL X FDS
-$2.7M
791,400
-18%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$2.6M
150,813
-25%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.9M
223,578
-2%
减持
FLRN
SPDR SER TR
-$1.9M
276,483
-19%
减持
VTIP
VANGUARD MALVERN FDS
-$1.8M
144,960
-22%
增持
VUG
VANGUARD INDEX FDS
+$1.8M
52,516
+0%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.7M
564,699
-9%
增持
SCHW
SCHWAB CHARLES CORP
+$1.6M
113,032
+18%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$1.6M
46,599
-44%
增持
SPHY
SPDR SER TR
+$1.6M
770,456
+9%
减持
SCHY
SCHWAB STRATEGIC TR
-$1.4M
514,548
-9%
增持
HDV
ISHARES TR
+$1.2M
140,370
+1%
增持
BIL
SPDR SER TR
+$1.2M
53,589
+32%
减持
SPYM
SPDR SER TR
+$1.1M
231,806
-2%
减持
VOO
VANGUARD INDEX FDS
+$1.0M
23,854
-0%
减持
VB
VANGUARD INDEX FDS
+$921.4K
91,809
-2%
增持
AAPL
APPLE INC
-$739.9K
43,036
+2%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$683.3K
98,155
-7%
增持
NVDA
NVIDIA CORPORATION
+$643.4K
1,486
+5%
减持
VIGI
VANGUARD WHITEHALL FDS
-$586.7K
176,312
-7%
增持
MSFT
MICROSOFT CORP
+$519.3K
8,559
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$517.5K
289,300
+3%
减持
SPSB
SPDR SER TR
-$464.7K
44,747
-26%
减持
SCHG
SCHWAB STRATEGIC TR
+$382.6K
40,476
-0%
减持
STIP
ISHARES TR
-$358.9K
4,249
-46%
增持
SCHB
SCHWAB STRATEGIC TR
+$349.0K
52,474
+2%
减持
SPYD
SPDR SER TR
-$348.9K
22,024
-31%
增持
IVV
ISHARES TR
+$347.4K
4,721
+6%
清仓
SPIP
SPDR SER TR
-$338.6K
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$304.5K
16,586
-2%
减持
VBR
VANGUARD INDEX FDS
-$304.4K
75,510
-8%
增持
VNQ
VANGUARD INDEX FDS
-$303.7K
190,224
+0%
减持
SCHC
SCHWAB STRATEGIC TR
-$293.9K
126,032
-9%
减持
VOE
VANGUARD INDEX FDS
-$273.2K
68,654
-9%
减持
AGG
ISHARES TR
-$260.8K
13,213
-16%
建仓
VXUS
VANGUARD STAR FDS
+$233.9K
3,879
建仓
WEC
WEC ENERGY GROUP INC
+$225.4K
2,745
建仓
ITW
ILLINOIS TOOL WKS INC
+$221.6K
826
增持
IWR
ISHARES TR
+$218.3K
14,997
+12%
减持
IAGG
ISHARES TR
-$214.4K
7,036
-38%
清仓
BHP
BHP GROUP LTD
-$212.3K
0
-100%
建仓
KO
COCA COLA CO
+$208.3K
3,405
建仓
BMI
BADGER METER INC
+$201.6K
1,246
增持
JPM
JPMORGAN CHASE & CO
+$200.7K
4,387
+10%
减持
SPMD
SPDR SER TR
+$194.2K
53,649
-2%
增持
IJH
ISHARES TR
+$189.3K
35,650
+400%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$185.7K
24,461
+92%
增持
CAT
CATERPILLAR INC
+$180.0K
1,762
+12%
减持
SCHF
SCHWAB STRATEGIC TR
+$178.5K
163,824
-3%
增持
—
EXXON MOBIL CORP
+$176.0K
7,808
+7%
减持
PFF
ISHARES TR
-$159.6K
6,376
-46%
增持
SPY
SPDR S&P 500 ETF TR
+$158.9K
3,323
+0%
减持
RWX
SPDR INDEX SHS FDS
-$155.3K
18,711
-21%
增持
HD
HOME DEPOT INC
+$154.4K
1,845
+16%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$136.5K
32,772
+31%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$135.8K
21,020
+68%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$131.4K
47,242
+17%
减持
VO
VANGUARD INDEX FDS
+$130.1K
8,079
-0%
减持
SPEM
SPDR INDEX SHS FDS
-$123.0K
49,263
-8%
减持
SCHE
SCHWAB STRATEGIC TR
-$113.5K
199,241
-4%
减持
USHY
ISHARES TR
-$111.6K
7,594
-29%
增持
ABBV
ABBVIE INC
+$107.1K
2,383
+13%
减持
SPTS
SPDR SER TR
-$97.3K
36,030
-8%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$97.0K
123,072
+4%
增持
WMT
WALMART INC
+$96.9K
6,687
+245%
减持
SCHM
SCHWAB STRATEGIC TR
-$89.5K
150,331
-8%
增持
—
LINDE PLC
+$82.9K
612
+25%
增持
CVX
CHEVRON CORP NEW
+$80.7K
2,578
+18%
增持
PG
PROCTER AND GAMBLE CO
+$80.7K
2,802
+10%
减持
GOOG
ALPHABET INC
+$77.1K
8,173
-1%
减持
WAB
WABTEC
+$76.9K
5,106
-3%
减持
GOOGL
ALPHABET INC
+$66.1K
7,003
-1%
增持
ENVX
ENOVIX CORPORATION
-$63.6K
15,500
+3%
增持
MCD
MCDONALDS CORP
+$62.7K
1,437
+24%
减持
AVGO
BROADCOM INC
+$61.3K
373
-4%
增持
AGI
ALAMOS GOLD INC NEW
+$61.2K
32,000
+5%
增持
AEM
AGNICO EAGLE MINES LTD
+$56.2K
6,000
+9%
增持
CMI
CUMMINS INC
+$52.0K
941
+0%
减持
IXUS
ISHARES TR
-$51.1K
12,241
-10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$50.1K
1,398
+5%
减持
IGRO
ISHARES TR
+$49.2K
29,190
-2%
减持
FLTR
VANECK ETF TRUST
-$48.4K
57,137
-5%
增持
HON
HONEYWELL INTL INC
+$47.6K
2,772
+12%
增持
EQX
EQUINOX GOLD CORP
+$45.9K
32,000
+7%
增持
BSCW
INVESCO EXCHNG TRAD SLF INDE
+$45.8K
12,685
+24%
增持
PEP
PEPSICO INC
+$45.4K
2,467
+8%
增持
IWM
ISHARES TR
+$42.5K
2,083
+6%
增持
JNJ
JOHNSON & JOHNSON
+$37.3K
2,831
+8%
减持
HBAN
HUNTINGTON BANCSHARES INC
+$34.5K
30,153
-1%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$31.9K
3,954
-1%
减持
DFUS
DIMENSIONAL ETF TRUST
+$28.1K
7,343
-2%
增持
DAX
GLOBAL X FDS
+$26.0K
9,967
+0%
减持
SHW
SHERWIN WILLIAMS CO
-$24.8K
3,878
-12%
增持
DUK
DUKE ENERGY CORP NEW
+$21.5K
2,526
+10%
增持
SCHH
SCHWAB STRATEGIC TR
+$21.5K
126,109
+3%
减持
CSCO
CISCO SYS INC
-$14.8K
6,522
-3%
减持
SPSM
SPDR SER TR
-$13.3K
42,565
-3%
增持
—
NEW GOLD INC CDA
+$13.3K
25,000
+25%
减持
VYMI
VANGUARD WHITEHALL FDS
+$10.1K
21,420
-3%
减持
—
INVESCO EXCH TRD SLF IDX FD
+$9.9K
117,972
-0%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$9.9K
109,061
-0%
减持
VBK
VANGUARD INDEX FDS
+$9.7K
1,173
-4%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$8.9K
53,617
-0%
减持
EEMS
ISHARES INC
+$4.3K
4,648
-0%
减持
PAYX
PAYCHEX INC
+$2.8K
1,832
-2%
减持
BILS
SPDR SER TR
+$1.8K
13,136
-0%
