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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 65
增持 38
减持 44
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SCHX
SCHWAB US LARGE CAP ETF
+$12.8M
5,877,555
+223%
增持
SCHA
SCHWAB US SMALL CAP ETF
+$5.0M
1,045,716
+144%
增持
VEA
VANGUARD FTSE DEVELOPED
+$4.9M
1,045,411
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。
+22%
增持
VCSH
VANGUARD SHORT TERM COR
+$3.9M
718,732
+9%
减持
SCHY
SCHWAB INTERNATIONAL
-$3.5M
199,674
-36%
增持
BIL
SPDR BLOOMBERG 1 3 MNTH
+$3.0M
114,552
+41%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.5M
0
-100%
减持
VSS
VGRD FTSE ALL WRLD EX US
-$2.5M
50,955
-23%
增持
SCHD
SCHWAB US DIVIDEND
-$2.4M
1,117,507
+187%
减持
VIG
VANGUARD DIVIDEND
-$1.7M
189,301
-3%
减持
HDV
ISHARES CORE HIGH
-$1.5M
147,056
-4%
增持
VOO
VANGUARD S&P 500 ETF
+$1.5M
27,538
+9%
减持
VOE
VANGUARD MID CAP VALUE
-$1.4M
38,926
-16%
建仓
—
INVSC QQQ TRUST SRS 1
+$1.4M
2,831
清仓
QQQ
INVESCO QQQ TR
-$1.4M
0
-100%
减持
VIGI
VANGUARD INTL DIVIDEND
-$1.3M
107,061
-5%
增持
SCHZ
SCHWAB US AGGREGATE BOND
+$1.2M
2,474,865
+114%
增持
SCHM
CHARLES SCHWAB US MC
-$1.1M
273,350
+163%
建仓
BSCX
INVESCO BULLETSHARES
+$1.0M
49,402
增持
SCHP
SCHWAB US TIPS ETF
+$979.5K
1,182,843
+115%
减持
SCHC
SCHWAB INTERNATNAL SMALL
-$871.6K
94,392
-12%
增持
SCHF
SCHWAB INTERNATIONAL
-$809.2K
314,448
+95%
减持
VBR
VANGUARD SMALL CAP VALUE
-$793.7K
41,764
-8%
增持
VNQ
VANGUARD REAL ESTATE
-$673.9K
225,884
+6%
减持
SCHE
SCHWAB EMERGING MARKETS
-$637.0K
180,128
-3%
增持
SPTS
SPDR SHORT TERM TREASURY
+$612.9K
69,267
+46%
减持
VYM
VANGUARD HIGH DIVIDEND
-$518.2K
29,290
-12%
增持
BSCT
INVSC BLTSHRS 2029 CORP
+$456.3K
65,154
+66%
减持
SCHW
CHARLES SCHWAB CORP
+$454.8K
101,474
-7%
增持
AGG
ISHARES CORE US
+$434.9K
13,261
+58%
减持
PFFD
GLOBAL X US PREFERRED
-$429.8K
58,385
-23%
减持
FLRN
SPDR BLOOMBERG INT GRD
-$404.2K
14,829
-47%
增持
VWO
VANGUARD FTSE EMERGING
-$397.8K
307,326
+6%
减持
BILS
SPDR BLOOMBERG 3 12 MTH
-$391.8K
8,203
-32%
减持
SPDW
SPDR PORTFOLIO DVLPD
-$389.7K
57,240
-8%
减持
SCHH
CHARLES SCHWAB US REIT
-$383.7K
113,032
-5%
减持
BSCQ
INVSC BULLETSHARS 2026
-$381.8K
90,550
-17%
增持
BSCS
INVESCO BULLETSHARS 2028
+$370.9K
73,033
+37%
增持
SPYM
SPDR PORTFOLIO S&P 500
+$369.7K
232,688
+0%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$369.0K
0
-100%
增持
SPHY
SPDR PORTFOLIO HIGH
+$361.8K
865,052
+4%
减持
MSFT
MICROSOFT CORP
-$356.8K
7,976
-8%
建仓
IVPAF
IVANHOE MINES LTD F
+$350.1K
29,500
减持
IVW
ISHARES S&P 500 GROWTH
-$348.5K
29,167
-16%
建仓
SPIP
SPDR PORTFOLIO TIPS ETF
+$307.7K
12,156
增持
SCHG
SCHWAB US LARGE CAP
+$295.0K
161,889
+300%
增持
VTEB
VANGUARD MUNI BND TAX
+$288.6K
22,146
+38%
增持
AMZN
AMAZON COM INC
+$277.7K
7,616
+2%
减持
VTIP
VANGUARD SHRT INF PROT
-$275.1K
5,710
-49%
减持
VUG
VANGUARD GROWTH ETF
+$270.9K
48,057
-5%
增持
VTV
VANGUARD VALUE ETF
+$265.6K
6,602
+35%
建仓
TDG
TRANSDIGM GROUP INC
+$253.5K
200
减持
USRT
ISHARES CORE US REIT
-$245.7K
34,355
-4%
减持
IGRO
ISHARES DIVIDEND GROWTH
-$241.7K
28,481
-2%
增持
BSCU
INVESCO BULLTSHR 2030
+$239.8K
36,413
+73%
减持
IVE
ISHARES S&P 500 VALUE
-$230.0K
9,301
-9%
增持
AVGO
BROADCOM INC
+$222.6K
3,734
+0%
减持
TMO
THERMO FISHER SCIENTIFIC
-$219.0K
529
-34%
建仓
V
VISA INC
+$196.3K
621
减持
CACI
CACI INTL INC
-$194.4K
519
-35%
建仓
HSBC
HSBC HLDGS PLC F
+$192.9K
3,900
建仓
WELL
WELLTOWER INC
+$191.8K
1,522
建仓
AIT
APPLIED INDL TECHNOLOGIE
+$190.4K
795
建仓
DLN
WISDOMTREE US LARGECAP
+$189.8K
2,440
增持
FE
FIRSTENERGY CORP
-$188.2K
47,441
+1%
增持
SGOV
ISHARES 0 TO 3 MNTH
+$187.8K
215,234
+1%
减持
SPYD
SPDR S&P 500 HIGH
-$187.7K
18,909
-14%
减持
AAPL
APPLE INC
+$187.4K
40,949
-5%
建仓
IWV
ISHARES RUSSELL 3000
+$185.5K
555
减持
IJR
ISHARES CORE S&P SMALL
-$182.2K
18,251
-7%
建仓
AXP
AMERICAN EXPRESS CO
+$181.9K
613
减持
—
STERIS PLC F
-$178.9K
1,454
-26%
建仓
TD
TORONTO DOMINION BK ON F
+$176.2K
3,310
减持
MA
MASTERCARD INC
-$176.1K
804
-34%
减持
IJH
ISHARES CORE S&P MID CAP
-$175.4K
32,429
-8%
建仓
WDOFF
WESDOME GOLD MINES LTD F
+$175.0K
19,500
建仓
DGRW
WISDOMTREE US QLT DIV
+$174.8K
2,160
建仓
GE
GE AEROSPACE
+$174.5K
1,046
增持
SCHV
SCHWAB US LARGE CAP
-$170.9K
4,112
+19%
增持
GOOGL
ALPHABET INC
+$170.8K
7,029
+1%
减持
ADI
ANALOG DEVICES INC
-$169.6K
1,206
-35%
增持
USHY
ISHARES BROAD USD HG YLD
+$168.8K
11,580
+70%
建仓
DHR
DANAHER CORP
+$164.8K
718
建仓
VT
VANGUARD TOTAL WORLD
+$164.4K
1,399
减持
VYMI
VANGUARD INTERNATNL HGH
-$161.3K
20,792
-3%
建仓
COST
COSTCO WHSL CORP NEW
+$160.4K
175
减持
NDSN
NORDSON CORP
-$157.5K
628
-43%
增持
VONG
VANGUARD RUSSELL 1000
+$155.5K
5,185
+32%
减持
NVDA
NVIDIA CORP
+$154.1K
16,976
-3%
建仓
DIS
DISNEY WALT CO
+$153.9K
1,382
建仓
MTUM
ISHARES MSCI USA MOMNTUM
+$153.7K
743
减持
IAGG
ISHARES INTERNTINL
-$153.4K
1,273
-70%
建仓
—
RTX CORP
+$151.9K
1,313
建仓
—
ISHARES IBONDS TERM
+$146.7K
6,291
建仓
SYY
SYSCO CORP
+$146.2K
1,912
增持
NFLX
NETFLIX INC
+$146.0K
716
+3%
减持
VB
VANGUARD SMALL CAP ETF
-$143.8K
82,747
-2%
建仓
INTC
INTEL CORP
+$141.7K
7,069
增持
IVV
ISHARES CORE S&P 500
+$141.2K
4,949
+3%
建仓
IWC
ISHARES MICRO CAP ETF
+$140.2K
1,075
建仓
BMY
BRISTOL MYERS SQUIBB CO
+$138.5K
2,449
建仓
EWX
SPDR S&P EMERGING MRKT
+$136.2K
2,324
建仓
PPG
PPG INDS INC
+$133.8K
1,120
建仓
OKE
ONEOK INC NEW
+$132.7K
1,322
建仓
ELEEF
ELEMENT FLEET MANAGEME F
+$129.7K
6,415
建仓
SDOG
ALPS SECTOR DIVIDEND
+$129.0K
2,282
增持
TSLA
TESLA INC
+$127.8K
869
+2%
建仓
BHP
BHP GROUP LTD F
+$127.3K
2,608
建仓
—
FIRST TRUST CAPITAL
+$127.1K
1,447
建仓
ESGV
VANGUARD ESG US STOCK
+$126.6K
1,207
建仓
ROK
ROCKWELL AUTOMATION INC
+$126.3K
442
增持
CSCO
CISCO SYS INC
+$124.2K
7,178
+27%
减持
BMI
BADGER METER INC
-$121.1K
712
-43%
建仓
DTE
DTE ENERGY CO
+$120.8K
1,000
建仓
IVLU
ISHARES MSCI INTL VALUE
+$120.6K
4,450
建仓
ENB
ENBRIDGE INC F
+$119.5K
2,816
建仓
TSCO
TRACTOR SUPPLY CO
+$119.4K
2,250
建仓
TROW
PRICE T ROWE GROUP INC
+$119.3K
1,055
建仓
MQBKY
MACQUARIE GROUP LTD F
+$118.8K
870
减持
DVY
ISHARES SELECT DIVIDEND
-$118.6K
9,224
-6%
增持
SPEM
SPDR INDEX SHARES EMERG
-$116.6K
49,528
+1%
增持
SHW
SHERWIN-WILLIAMS CO
-$116.4K
4,040
+4%
建仓
DFAC
DIMENSIONAL U S CORE
+$116.3K
3,363
建仓
COP
CONOCOPHILLIPS
+$115.0K
1,160
增持
VV
VANGUARD LARGE CAP ETF
+$113.8K
11,515
+1%
建仓
XLY
SPDR FUND CONSUMER
+$113.1K
504
建仓
WM
WASTE MGMT INC DEL
+$112.9K
559
建仓
CUT
INVSC MSCI GLOBAL TIMBER
+$112.4K
3,551
建仓
ELV
ELEVANCE HEALTH INC
+$110.7K
300
建仓
WFC
WELLS FARGO & CO
+$109.9K
1,564
建仓
IWD
ISHARES RUSSELL 1000
+$109.7K
593
建仓
PSA
PUBLIC STORAGE
+$109.6K
366
建仓
TKR
TIMKEN CO
+$109.1K
1,528
建仓
WDS
WOODSIDE ENERGY GROUP F
+$108.6K
6,961
建仓
NVO
NOVO-NORDISK A S F
+$107.2K
1,246
建仓
VZ
VERIZON COMMUNICATIONS I
+$106.5K
2,662
减持
SPSM
SPDR PORTFOLIO S&P 600
-$105.8K
39,755
-4%
建仓
UFPI
UFP INDS INC
+$105.8K
939
减持
SXI
STANDEX INTL CORP
-$105.2K
1,067
-36%
建仓
NEE
NEXTERA ENERGY INC
+$104.2K
1,454
建仓
UBER
UBER TECHNOLOGIES INC
+$100.4K
1,664
减持
—
EXXON MOBIL CORP
-$99.8K
7,078
-4%
建仓
—
SCORPIO TANKERS INC F
+$99.4K
2,000
建仓
SCCO
SOUTHERN COPPER CORP
+$98.7K
1,083
建仓
WPM
WHEATON PRECIOUS METAL F
+$98.4K
1,750
减持
PGR
PROGRESSIVE CORP OH
-$97.9K
3,404
-5%
建仓
CHD
CHURCH & DWIGHT INC
+$97.6K
932
建仓
SMH
VANECK SEMICONDUCTOR
+$96.9K
400
建仓
TSM
TAIWAN SEMICONDUCTOR M F
+$96.8K
490
建仓
BRC
BRADY CORP
+$96.4K
1,306
