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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 116 项
建仓 1
增持 49
减持 57
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SCHX
SCHWAB STRATEGIC TR
+$39.2M
1,715,037
+50%
减持
SCHD
SCHWAB STRATEGIC TR
-$14.4M
400,515
-29%
增持
SCHZ
SCHWAB STRATEGIC TR
+$13.1M
1,115,875
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。
+36%
减持
PFFD
GLOBAL X FDS
-$13.1M
143,981
-82%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$12.7M
807,136
+49%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$12.5M
628,857
+35%
增持
SCHP
SCHWAB STRATEGIC TR
+$9.6M
532,387
+54%
增持
SCHA
SCHWAB STRATEGIC TR
+$7.4M
393,777
+72%
增持
SGOV
ISHARES TR
+$7.4M
192,673
+62%
减持
FLRN
SPDR SER TR
-$7.2M
41,658
-85%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$6.7M
15,758
-90%
减持
VTIP
VANGUARD MALVERN FDS
-$6.1M
17,830
-88%
减持
VBR
VANGUARD INDEX FDS
-$5.8M
47,434
-37%
减持
VIGI
VANGUARD WHITEHALL FDS
-$4.9M
116,603
-34%
减持
SCHY
SCHWAB STRATEGIC TR
-$4.9M
323,358
-37%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$4.5M
199,253
-11%
减持
SCHM
SCHWAB STRATEGIC TR
-$3.9M
107,481
-29%
减持
VOE
VANGUARD INDEX FDS
-$3.6M
47,020
-32%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$3.5M
67,844
-31%
减持
VB
VANGUARD INDEX FDS
-$2.4M
85,277
-7%
增持
BIL
SPDR SER TR
+$1.8M
73,736
+38%
减持
AAPL
APPLE INC
+$1.7M
42,973
-0%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$1.5M
10,252
-78%
减持
VUG
VANGUARD INDEX FDS
+$1.1M
51,150
-3%
增持
VNQ
VANGUARD INDEX FDS
+$1.0M
208,367
+10%
增持
NVDA
NVIDIA CORPORATION
+$889.6K
18,068
+1116%
增持
HDV
ISHARES TR
+$844.7K
150,091
+7%
增持
SPHY
SPDR SER TR
+$842.1K
814,334
+6%
增持
VOO
VANGUARD INDEX FDS
+$769.9K
24,467
+3%
减持
VYM
VANGUARD WHITEHALL FDS
-$761.4K
33,193
-15%
减持
SCHC
SCHWAB STRATEGIC TR
-$726.3K
106,398
-16%
增持
SPYM
SPDR SER TR
+$599.2K
232,222
+0%
减持
SCHB
SCHWAB STRATEGIC TR
-$564.6K
41,974
-20%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$545.7K
288,615
-0%
清仓
RWX
SPDR INDEX SHS FDS
-$488.2K
0
-100%
减持
AGG
ISHARES TR
-$482.1K
8,365
-37%
减持
USRT
ISHARES TR
-$421.1K
35,594
-18%
建仓
SCHO
SCHWAB STRATEGIC TR
+$406.6K
8,447
增持
VV
VANGUARD INDEX FDS
+$343.9K
11,189
+10%
减持
SPSB
SPDR SER TR
-$317.4K
34,165
-24%
减持
SCHF
SCHWAB STRATEGIC TR
-$292.5K
158,770
-3%
减持
VO
VANGUARD INDEX FDS
-$281.4K
7,176
-11%
清仓
INTC
INTEL CORP
-$278.5K
0
-100%
减持
SPMD
SPDR SER TR
-$276.7K
50,388
-6%
清仓
VXUS
VANGUARD STAR FDS
-$233.9K
0
-100%
增持
MSFT
MICROSOFT CORP
+$226.7K
8,564
+0%
清仓
ITW
ILLINOIS TOOL WKS INC
-$221.6K
0
-100%
减持
GOOGL
ALPHABET INC
+$216.8K
6,993
-0%
减持
GOOG
ALPHABET INC
+$211.4K
7,937
-3%
清仓
KO
COCA COLA CO
-$208.3K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$205.6K
0
-100%
清仓
UNP
UNION PAC CORP
-$205.6K
0
-100%
清仓
PFF
ISHARES TR
-$205.5K
0
-100%
减持
SCHH
SCHWAB STRATEGIC TR
-$184.7K
118,944
-6%
减持
SCHW
SCHWAB CHARLES CORP
-$174.2K
108,598
-4%
增持
IXUS
ISHARES TR
+$160.7K
14,674
+20%
增持
IVV
ISHARES TR
+$148.0K
4,806
+2%
减持
IAGG
ISHARES TR
-$142.5K
4,186
-41%
增持
ENVX
ENOVIX CORPORATION
+$138.7K
17,000
+10%
增持
FDX
FEDEX CORP
+$125.5K
5,861
+4%
减持
FLTR
VANECK ETF TRUST
-$118.9K
52,477
-8%
减持
ISCV
ISHARES TR
-$114.7K
19,506
-4%
减持
SPSM
SPDR SER TR
-$105.8K
41,565
-2%
减持
IJH
ISHARES TR
-$103.2K
35,239
-1%
减持
SCHE
SCHWAB STRATEGIC TR
-$97.1K
185,757
-7%
减持
VTI
VANGUARD INDEX FDS
+$91.4K
16,456
-1%
增持
BILS
SPDR SER TR
+$85.9K
14,007
+7%
减持
AMZN
AMAZON COM INC
+$84.7K
7,449
-1%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$77.1K
4,475
+13%
减持
SPEM
SPDR INDEX SHS FDS
+$69.5K
49,173
-0%
减持
XLK
SELECT SECTOR SPDR TR
+$67.9K
3,847
-0%
减持
STIP
ISHARES TR
-$64.5K
3,598
-15%
增持
HD
HOME DEPOT INC
-$60.8K
1,880
+2%
增持
SCHK
SCHWAB STRATEGIC TR
+$60.2K
30,503
+1%
减持
CSCO
CISCO SYS INC
-$57.7K
5,638
-14%
减持
CVX
CHEVRON CORP NEW
-$54.9K
2,249
-13%
减持
EEMS
ISHARES INC
-$54.4K
3,586
-23%
减持
JNJ
JOHNSON & JOHNSON
-$53.4K
2,699
-5%
增持
WMT
WALMART INC
+$53.2K
6,728
+1%
减持
—
EXXON MOBIL CORP
-$47.6K
7,471
-4%
减持
VDE
VANGUARD WORLD FD
-$36.4K
6,238
-1%
增持
IWR
ISHARES TR
-$32.9K
15,148
+1%
减持
USHY
ISHARES TR
-$30.9K
6,807
-10%
减持
BA
BOEING CO
-$30.5K
1,251
-7%
减持
DGRO
ISHARES TR
-$26.2K
58,030
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$25.0K
1,400
+0%
增持
ABBV
ABBVIE INC
-$24.9K
2,385
+0%
增持
EQX
EQUINOX GOLD CORP
-$22.4K
32,550
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$21.1K
4,449
+1%
增持
EWG
ISHARES INC
-$20.3K
25,364
+1%
增持
QUAL
ISHARES TR
+$19.4K
2,388
+1%
减持
IEFA
ISHARES TR
-$19.3K
6,457
-2%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$18.2K
48,437
+3%
增持
SJM
SMUCKER J M CO
-$18.1K
2,219
+7%
增持
IJS
ISHARES TR
-$17.9K
3,277
+0%
减持
SCHV
SCHWAB STRATEGIC TR
-$16.0K
3,460
-3%
增持
PG
PROCTER AND GAMBLE CO
+$15.7K
2,852
+2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$15.1K
15,617
-2%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$14.9K
33,847
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$13.8K
1,713
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$11.9K
118,030
+0%
增持
DE
DEERE & CO
-$11.0K
850
+6%
减持
SPYD
SPDR SER TR
-$10.6K
22,023
-0%
减持
RWR
SPDR SER TR
-$9.9K
6,115
-0%
增持
SPTS
SPDR SER TR
+$9.5K
36,421
+1%
增持
—
NEW GOLD INC CDA
+$8.2K
26,000
+4%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$6.8K
54,168
+1%
增持
IWM
ISHARES TR
-$6.7K
2,126
+2%
清仓
—
WORKHORSE GROUP INC
-$4.0K
0
-100%
减持
DFUS
DIMENSIONAL ETF TRUST
+$3.1K
7,163
-2%
增持
VTEB
VANGUARD MUN BD FDS
+$2.8K
15,097
+1%
增持
EFA
ISHARES TR
+$2.4K
3,546
+3%
减持
—
INVESCO EXCH TRD SLF IDX FD
+$1.7K
123,034
-0%
增持
VTV
VANGUARD INDEX FDS
-$1.5K
4,881
+1%
增持
MRK
MERCK & CO INC
+$1.4K
3,062
+7%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$633
109,293
+0%
