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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 7
增持 43
减持 43
清仓 57
方向
标的
Δ市值
现股数(环比)
增持
SCHX
SCHWAB US LARGE CAP ETF
+$18.9M
6,335,445
+2%
增持
VEA
VANGUARD FTSE DEVELOPED
+$9.4M
1,252,494
+3%
增持
SCHA
SCHWAB US SMALL CAP ETF
+$3.8M
1,273,785
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。
+5%
增持
VUG
VANGUARD GROWTH ETF
+$3.7M
48,991
+2%
增持
VCSH
VANGUARD SHORT TERM COR
+$2.8M
788,502
+4%
增持
VV
VANGUARD LARGE CAP ETF
+$2.7M
20,149
+72%
清仓
FXAIX
FIDELITY 500 INDEX
-$2.4M
0
-100%
增持
SPYM
SPDR PORTFOLIO S&P 500
+$2.2M
236,761
+4%
增持
VIG
VANGUARD DIVIDEND
+$2.2M
190,134
+0%
减持
SCHB
SCHWAB US BROAD MARKET
-$2.0M
12,658
-88%
清仓
VFIAX
VANGUARD 500 INDEX ADMIR
-$2.0M
0
-100%
增持
SCHZ
SCHWAB US AGGREGATE BOND
+$1.9M
2,608,946
+3%
增持
SPSM
SPDR PORTFOLIO S&P 600
+$1.8M
78,075
+109%
增持
SCHF
SCHWAB INTERNATIONAL
+$1.7M
365,745
+14%
增持
SGOV
ISHARES 0-3 MONTH
+$1.7M
233,941
+8%
增持
VWO
VANGUARD FTSE EMERGING
+$1.7M
323,109
+3%
减持
SCHD
SCHWAB US DIVIDEND
-$1.7M
1,093,224
-0%
建仓
—
INVESCO QQQ TRUST
+$1.6M
2,826
增持
VB
VANGUARD SMALL CAP ETF
+$1.6M
88,416
+2%
增持
BIL
SPDR BLOOMBERG 1 3 MNTH
-$1.4M
168,842
+1%
增持
VOO
VANGUARD S&P 500 ETF
+$1.4M
32,314
+0%
清仓
QQQ
INVESCO QQQ TRUST
-$1.3M
0
-100%
清仓
IXUS
ISHARES CORE MSCI TOTL
-$1.1M
0
-100%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$1.0M
9,737
清仓
—
TOTAL MARKET EQUITY INDE
-$998.6K
0
-100%
减持
MSFT
MICROSOFT CORP
+$928.5K
7,723
-0%
增持
SPHY
SPDR PORTFOLIO HIGH
+$900.3K
921,354
+3%
清仓
—
SHORT TERM INCOME POOL
-$849.0K
0
-100%
增持
SCHG
SCHWAB US LARGE CAP
+$783.6K
169,889
+2%
增持
VTI
VANGUARD TOTAL STOCK
+$776.3K
17,596
+6%
减持
SPTS
SPDR PORTFOLIO SHORT
-$754.0K
43,657
-37%
减持
AAPL
APPLE INC
-$707.4K
40,320
-0%
减持
NVDA
NVIDIA CORP
+$686.0K
14,934
-7%
清仓
VSMAX
VANGUARD SMALL CAP INDEX
-$631.3K
0
-100%
增持
SCHE
SCHWAB EMERGING MARKETS
+$602.8K
185,129
+3%
减持
VIGI
VANGUARD INTL DIVIDEND
+$602.8K
103,155
-2%
清仓
FIFAX
AMERICAN FUNDS INCOME FU
-$596.1K
0
-100%
清仓
TRPIX
T ROWE PRICE VALUE I
-$544.6K
0
-100%
清仓
—
INTERNATIONAL EQUITY IND
-$534.2K
0
-100%
减持
SCHC
SCHWAB INTERNATNAL SMALL
+$526.9K
78,822
-0%
减持
VSS
VGRD FTSE ALL WRLD EX US
+$520.5K
30,578
-2%
减持
PFFD
GLOBAL X U S PREFERRED
-$495.5K
27,757
-48%
清仓
VTCLX
VANGUARD TAX-MANAGED CAP
-$493.5K
0
-100%
清仓
PRUFX
T ROWE PRICE GROWTH STO
-$418.8K
0
-100%
清仓
GAFFX
AMERICAN FUNDS GROWTH FU
-$413.2K
0
-100%
增持
VNQ
VANGUARD REAL ESTATE
+$405.5K
242,827
+4%
清仓
VIMAX
VANGUARD MID CAP INDEX A
-$393.1K
0
-100%
增持
VBR
VANGUARD SMALL CAP VALUE
+$364.0K
41,069
+0%
减持
AVGO
BROADCOM INC
+$359.0K
3,579
-5%
清仓
AFMBX
AMERICAN FUNDS AMERICAN
-$326.2K
0
-100%
清仓
FWMIX
AMERICAN FUNDS WASHINGTO
-$324.5K
0
-100%
清仓
VT
VANGUARD TOTAL WORLD
-$320.3K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$318.4K
0
-100%
减持
SCHM
CHARLES SCHWAB US MC
+$314.6K
225,594
-2%
减持
SCHW
CHARLES SCHWAB CORP
-$296.4K
79,737
-18%
减持
NFLX
NETFLIX INC
+$288.4K
714
-0%
减持
BILS
SPDR BLOOMBERG 3-12
-$285.0K
5,363
-35%
清仓
—
INFLATION PROTECTED BOND
-$274.5K
0
-100%
清仓
VIGAX
VANGUARD GROWTH INDEX AD
-$270.6K
0
-100%
清仓
—
SMALL CAP EQUITY POOL
-$270.1K
0
-100%
清仓
FSMAX
FIDELITY EXTENDED MARKET
-$255.9K
0
-100%
清仓
EPI
WISDOMTREE INDIA
-$253.4K
0
-100%
清仓
SCHO
SCHWAB SHORT TERM US
-$252.0K
0
-100%
增持
DE
DEERE & CO
+$251.9K
1,280
+51%
清仓
MRK
MERCK & CO INC
-$247.0K
0
-100%
清仓
VEXAX
VANGUARD EXTENDED MARKET
-$241.7K
0
-100%
建仓
EEMS
ISHARES MSCI EMER SMALL
+$227.2K
3,504
清仓
IYR
ISHARES US REAL ESTATE
-$226.2K
0
-100%
减持
AMZN
AMAZON COM INC
+$218.4K
7,564
-0%
清仓
SJM
SMUCKER J M CO
-$215.4K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC
-$213.0K
0
-100%
清仓
PNAIX
T ROWE PRICE ALL-CAP OP
-$211.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$206.8K
4,610
+0%
建仓
CACI
CACI INTL INC
+$203.6K
427
建仓
NKE
NIKE INC
+$202.2K
2,846
建仓
RTX
RTX CORP
+$201.2K
1,378
建仓
DLN
WISDOMTREE US LARGECAP
+$200.4K
2,440
清仓
FROPX
FLAT ROCK OPPORTUNITY CO
-$196.2K
0
-100%
增持
SPY
SPDR S&P 500 ETF
+$194.6K
3,325
+0%
增持
IEFA
ISHARES CORE MSCI EAFE
+$193.1K
8,164
+26%
增持
BNDX
VANGUARD TOTAL
+$183.6K
9,938
+56%
减持
FDX
FEDEX CORP
-$179.3K
5,100
-7%
增持
TD
TORONTO DOMINION BK ON F
+$176.7K
5,600
+43%
增持
—
EATON CORP PLC F
+$157.0K
1,269
+17%
增持
AGG
ISHARES CORE US
+$154.8K
14,782
+11%
减持
GOOG
ALPHABET INC
+$148.7K
7,247
-0%
减持
GOOGL
ALPHABET INC
+$147.0K
7,002
-0%
增持
EWG
ISHARES MSCI GERMANY
+$141.2K
25,567
+1%
清仓
—
MONEY MARKET POOL
-$139.1K
0
-100%
减持
VYM
VANGUARD HIGH DIVIDEND
+$120.5K
27,840
-0%
增持
BX
BLACKSTONE INC
+$118.5K
4,343
+14%
增持
BSCX
INVESCO BULLETSHARES
+$115.0K
54,102
+10%
减持
USRT
ISHARES CORE US REIT
-$113.3K
31,605
-4%
减持
—
EXXON MOBIL CORP
-$107.7K
7,009
-3%
减持
SPMD
SPDR PORTFOLIO S&P 400
+$101.8K
44,891
-2%
清仓
—
UST INFL IDX
-$101.4K
0
-100%
清仓
—
BNY MELLON, NTNL
-$101.3K
0
-100%
清仓
—
MORGAN STANLEY VAR
-$101.3K
0
-100%
清仓
—
CITIGROUP INC VAR
-$99.8K
0
-100%
清仓
—
DISCOVER FINL SER VAR
-$95.8K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$92.6K
2,537
-12%
减持
AGI
ALAMOS GOLD INC NEW F
-$92.5K
31,000
-9%
减持
WAB
WABTEC
+$88.4K
4,661
-5%
减持
SCHY
SCHWAB INTERNATIONAL
+$88.0K
69,055
-3%
减持
VXF
VANGUARD EXTENDED MARKET
+$86.4K
7,171
-5%
减持
SPEM
SPDR INDEX SHARES EMERG
+$81.4K
44,904
-4%
减持
SHW
SHERWIN-WILLIAMS CO
-$72.9K
3,571
-4%
减持
PEP
PEPSICO INC
-$70.8K
1,861
-12%
减持
SPSB
SPDR SHORT TERM
-$66.1K
31,675
-7%
增持
ABBV
ABBVIE INC
-$63.2K
2,661
+0%
增持
VTV
VANGUARD VALUE ETF
+$61.3K
6,433
+3%
增持
SCHH
CHARLES SCHWAB US REIT
+$59.5K
121,679
+4%
减持
IVPAF
IVANHOE MINES LTD F
-$59.4K
20,000
-33%
减持
PGR
PROGRESSIVE CORP OH
-$56.0K
3,400
-0%
减持
WMT
WALMART INC
+$55.4K
6,652
-2%
增持
TSLA
TESLA INC
+$52.5K
884
+0%
增持
TDG
TRANSDIGM GROUP INC
+$51.8K
216
+8%
清仓
—
UNITEDHEALTH GRO
-$51.1K
0
-100%
清仓
—
COMCAST CORP
-$50.2K
0
-100%
清仓
—
MANUFACTURERS AND
-$50.0K
0
-100%
清仓
—
THE CHARLES SCH 3 625XXX
-$50.0K
0
-100%
清仓
—
JOHN DEERE CAPIT
-$49.9K
0
-100%
清仓
—
EMERSON ELECTRIC
-$49.9K
0
-100%
清仓
—
MARSH & MCLENNA
-$49.7K
0
-100%
清仓
—
PRAXAIR, INC
-$49.6K
0
-100%
清仓
—
THE HOME DEPOT, INC
-$49.4K
0
-100%
清仓
—
APPLE INC
-$48.5K
0
-100%
增持
PTON
PELOTON INTERACTIVE INC
+$47.1K
25,000
+25%
减持
IBM
IBM CORP
+$45.8K
1,473
-6%
增持
GLD
SPDR GOLD SHARES ETF
+$45.6K
2,734
+7%
清仓
—
FS KKR CAPITAL
-$45.5K
0
-100%
清仓
—
SLM CORP
-$45.0K
0
-100%
增持
HDV
ISHARES CORE HIGH
+$41.0K
158,884
+4%
减持
FLRN
SPDR BLOOMBERG INT GRD
-$40.6K
8,608
-13%
减持
VOE
VANGUARD MID CAP VALUE
+$37.8K
30,524
-2%
减持
PG
PROCTER & GAMBLE CO
-$37.4K
2,860
-1%
减持
VTIP
VANGUARD ST INFLATION
-$34.4K
4,355
-14%
减持
IWM
ISHARES RUSSELL 2000
+$34.3K
2,175
-0%
清仓
—
CALIBRE MNG CORP F
-$34.2K
0
-100%
增持
EQX
EQUINOX GOLD CORP F
-$29.2K
38,000
+6%
减持
VBK
VANGUARD SMALL CAP
+$27.8K
1,175
-1%
增持
CVX
CHEVRON CORP NEW
-$26.2K
1,643
+5%
减持
—
INVSC BULLETSH 2025 CRP
-$25.4K
121,553
-1%
清仓
—
ALTRIA GROUP, INC
-$25.0K
0
-100%
清仓
—
ECOPETROL S A 30F
-$24.8K
0
-100%
清仓
—
BERKSHIRE HATHA
-$24.7K
0
-100%
清仓
—
EPR PROPERTIES
-$24.7K
0
-100%
清仓
—
MORGAN STANLEY
-$24.7K
0
-100%
清仓
—
JPMORGAN CHASE &
-$24.7K
0
-100%
清仓
—
ANALOG DEVICES,
-$24.7K
0
-100%
