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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 66
增持 37
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
+$15.8M
6,464,641
+2%
建仓
SGUXX
SCHWAB GOVERNMENT MONEY ULTRA
+$9.9M
9,860,670
建仓
SNAXX
SCHWAB PRIME ADVANTAGE MONEY ULTRA
+$6.4M
6,435,893
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。
建仓
SWVXX
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
+$6.3M
6,388,484
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$4.5M
895,049
-18%
增持
SCHA
SCHWAB US SMALL CAP ETF
+$4.5M
1,314,841
+3%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$4.0M
1,252,591
+0%
增持
AAPL
APPLE INC
+$3.8M
47,229
+17%
增持
NVDA
NVIDIA CORP
+$3.2M
29,797
+100%
增持
SCHZ
SCHWAB US AGGREGATE BONDETF
+$3.2M
2,717,842
+4%
建仓
SNVXX
SCHWAB GOVERNMENT MONEY INV
+$2.9M
2,942,974
增持
VCSH
VANGUARD SHORT TERM COR BD ETF
+$2.6M
815,693
+3%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$2.5M
187,241
-21%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$2.5M
168,762
-11%
建仓
—
US TREASURY 5.25 11/28UST BOND DUE 11/15/28
+$2.2M
2,065,000
减持
SCHG
SCHWAB US LARGE CAP GROWTH ETF
-$1.9M
94,766
-44%
建仓
QQQ
INVSC QQQ TRUST SRS 1 ETF
+$1.8M
2,921
建仓
SHOP
SHOPIFY INC FCLASS CLASS A
+$1.6M
10,714
清仓
—
INVESCO QQQ TRUST
-$1.6M
0
-100%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DCLASS A
+$1.5M
2
减持
VUG
VANGUARD GROWTH ETF
+$1.4M
47,792
-2%
减持
BIL
SPDR BLOOMBERG 1 3 MNTH T BLL ETF
-$1.3M
154,318
-9%
增持
SCHP
SCHWAB US TIPS ETF
+$1.3M
1,280,996
+3%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$1.3M
229,991
-2%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$1.3M
318,487
-1%
减持
IGRO
ISHARES DIVIDEND GROWTH ETF
-$1.2M
12,920
-55%
减持
VYMI
VANGUARD INTERNATNL HGH DIV YLD ETF
-$1.2M
5,446
-74%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$1.2M
249,550
+3%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.2M
6,355
+28%
建仓
MELI
MERCADOLIBRE INC
+$1.1M
483
减持
SCHH
CHARLES SCHWAB US REIT ETF
-$1.1M
67,418
-45%
减持
SCHC
SCHWAB INTERNATNAL SMALLCAP EQY ETF
-$1.1M
50,413
-36%
增持
NFLX
NETFLIX INC
+$1.0M
1,673
+134%
减持
VO
VANGUARD MID CAP ETF
-$952.9K
3,211
-53%
减持
ISCV
ISHARES MORN SMALL CAP VALUE ETF
-$952.2K
3,681
-81%
减持
VOE
VANGUARD MID CAP VALUE ETF
-$891.2K
23,650
-23%
增持
GOOG
ALPHABET INC CLASS C
+$863.8K
8,825
+22%
增持
META
META PLATFORMS INC CLASS A
+$838.4K
2,415
+91%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$835.3K
40,930
-28%
增持
GOOGL
ALPHABET INC CLASS CLASS A
+$807.2K
8,396
+20%
增持
AMZN
AMAZON.COM INC
+$777.5K
11,099
+47%
增持
SPHY
SPDR PORTFOLIO HIGH YIELD BND ETF
+$774.5K
947,648
+3%
建仓
CRWD
CROWDSTRIKE HLDGS INC CLASS A
+$752.2K
1,534
建仓
SNOXX
SCHWAB TREASURY OBLIG MONEY INV
+$680.7K
680,722
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$680.2K
157,585
-1%
建仓
TTD
THE TRADE DESK INC CLASS CLASS A
+$677.1K
13,816
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$649.8K
21,721
-22%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$637.2K
148,117
-20%
增持
TSLA
TESLA INC
+$523.4K
1,808
+105%
增持
BILS
SPDR BLOOMBERG 3 12 MTH T BLL ETF
+$506.9K
10,452
+95%
建仓
SWOXX
SCHWAB MUNICIPAL MONEY ULTRA
+$500.6K
500,593
建仓
ZS
ZSCALER INC
+$453.7K
1,514
建仓
GLDM
SPDR GOLD MINISHARES ETV
+$398.6K
5,214
建仓
—
HAMILTON CNTY OHIO 0 28EXCISE TAX DUE 12/01/28
+$322.8K
355,000
建仓
SWGXX
SCHWAB GOVERNMENT MONEY
+$321.2K
321,162
建仓
HUBS
HUBSPOT INC
+$318.6K
681
建仓
BSMU
INVESCO BULLSHR 2030 MUPBOND ETF
+$312.0K
14,232
增持
IWR
ISHARES RUSSELL MID CAP ETF
+$294.5K
16,541
+17%
减持
VBR
VANGUARD SMALL CAP VALUEETF
+$286.2K
39,739
-3%
减持
VTEB
VANGUARD MUNI BND TAX EXEMPT ETF
-$282.6K
16,292
-27%
减持
VOO
VANGUARD S&P 500 ETF
+$281.9K
30,389
-6%
建仓
MTUM
ISHARES MSCI USA MOMNTUMFCT ETF
+$263.9K
1,029
建仓
AIVSX
AMERICAN FUNDS INVMT CO OF AMER A
+$261.9K
3,918
建仓
DGRW
WISDOMTREE US QLT DIV GRW ETF
+$257.4K
2,893
建仓
SCOXX
SCHWAB TREASURY OBLIG MONEY ULTRA
+$254.8K
254,798
减持
FE
FIRSTENERGY CORP
+$254.7K
48,134
-1%
减持
VIGI
VANGUARD INTL DIVIDEND APRECTN ETF
-$254.2K
100,143
-3%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$232.8K
2,902
+33%
建仓
UNH
UNITEDHEALTH GROUP INC
+$231.7K
671
建仓
ING
ING GROEP N V FSPONSORED ADR
+$227.5K
8,725
增持
JPM
JPMORGAN CHASE & CO
+$227.4K
4,958
+8%
建仓
DDOG
DATADOG INC CLASS A
+$218.7K
1,536
增持
AVGO
BROADCOM INC
+$215.0K
3,642
+2%
建仓
IWV
ISHARES RUSSELL 3000 ETF
+$210.3K
555
建仓
ABNB
AIRBNB INC CLASS A
+$209.6K
1,726
建仓
GE
GE AEROSPACE
+$208.8K
694
建仓
TMO
THERMO FISHER SCIENTIFIC
+$207.6K
428
建仓
AIT
APPLIED INDL TECHNOLOGIE
+$207.5K
795
建仓
MRK
MERCK & CO. INC.
+$203.9K
2,430
建仓
AXP
AMERICAN EXPRESS CO
+$202.3K
609
清仓
NKE
NIKE INC
-$202.2K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$200.6K
2,375
+16%
清仓
COST
COSTCO WHSL CORP NEW
-$200.1K
0
-100%
建仓
SWTXX
SCHWAB MUNICIPAL MONEY INV
+$200.0K
200,000
增持
CAT
CATERPILLAR INC
+$199.9K
1,706
+8%
增持
MSFT
MICROSOFT CORP
+$188.9K
7,782
+1%
减持
AGI
ALAMOS GOLD INC NEW FCLASS A
+$187.6K
29,000
-6%
减持
SPEM
SPDR INDEX SHARES EMERG MARKT ETF
+$177.8K
44,797
-0%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$167.2K
16,804
-5%
减持
SPY
SPDR S&P 500 ETF
+$160.3K
3,324
-0%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BND ETF
-$159.6K
6,721
-32%
减持
VSS
VGRD FTSE ALL WRLD EX USSML CAP ETF
+$151.2K
29,888
-2%
减持
PFFD
GLOBAL X US PREFERRED ETF
-$150.2K
19,170
-31%
建仓
—
US TREASURY 6.125 11/27UST BOND DUE 11/15/27
+$147.8K
141,000
建仓
—
HAMILTON CNTY OHIO 0 26EXCISE TAX DUE 12/01/26
+$135.3K
140,000
增持
EFA
ISHARES MSCI EAFE ETF
+$133.0K
5,001
+34%
减持
—
INVSC BULLETSH 2025 CRP BND ETF IV
-$127.2K
115,345
-5%
增持
HD
HOME DEPOT INC
+$120.4K
2,085
+6%
建仓
—
US TREASURY 5.375 02/31UST BOND DUE 02/15/31
+$120.4K
112,000
建仓
—
US TREASURY 6.25 05/30UST BOND DUE 05/15/30
+$117.1K
106,000
增持
—
EXXON MOBIL CORP
+$117.0K
7,739
+10%
增持
XLK
TECHNOLOGY SELECT SECTORSPDR ETF
+$111.1K
3,816
+0%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$108.9K
342,528
-6%
增持
VDE
VANGUARD ENERGY ETF
+$107.9K
5,235
+13%
减持
ABBV
ABBVIE INC
+$103.2K
2,579
-3%
减持
WAB
WABTEC
-$101.9K
4,359
-6%
建仓
—
BNY MELLON NTNL 4.95 26CD FDIC INS DUE 10/05/26
+$101.2K
100,000
增持
JNJ
JOHNSON & JOHNSON
+$100.4K
2,631
+4%
建仓
—
MORGAN STANLEY VAR
+$100.3K
100,000
建仓
—
CAPITAL ONE FINL VAR
+$100.3K
100,000
增持
QUAL
ISHARES MSCI USA QLTY FACT ETF
+$99.3K
2,791
+15%
减持
BSCQ
INVSC BULLETSHA 2026 CRPBND ETF IV
-$95.6K
84,332
-6%
建仓
—
CANAL WINCHESTER OH 0 33GO UTX DUE 12/01/33
+$93.9K
125,000
减持
VB
VANGUARD SMALL CAP ETF
+$93.0K
82,764
-6%
建仓
—
COLUMBUS OHIO 5 34GO UTX DUE 04/01/34
+$88.1K
80,000
增持
TD
TORONTO DOMINION BK ON F
+$79.6K
6,140
+10%
增持
WMT
WALMART INC
+$72.2K
7,012
+5%
建仓
—
COLUMBUS OHIO 5 36GO UTX DUE 04/01/36
+$68.8K
65,000
建仓
—
CLEVELAND OHIO WTR 5 27WTR UTIL DUE 01/01/27
+$67.0K
65,000
减持
HBAN
HUNTINGTON BANCSHARES IN
-$65.9K
17,924
-20%
建仓
—
OHIO ST WTR DEV AUT 5 37POOL AUTH DUE 12/01/37
+$65.1K
60,000
建仓
—
CLEVELAND OHIO INCO 5 28SPL TAX DUE 10/01/28
+$63.6K
60,000
减持
SCHM
CHARLES SCHWAB US MC ETF
+$63.4K
214,879
-5%
增持
VTV
VANGUARD VALUE ETF
+$62.7K
6,434
+0%
建仓
—
OHIO ST WTR DEV AUT 5 33WRSR UTIL DUE 12/01/33
+$61.8K
55,000
减持
VXF
VANGUARD EXTENDED MARKETETF
+$58.1K
6,879
-4%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$57.2K
2,205
+0%
减持
HON
HONEYWELL INTL INC
-$57.0K
2,211
-1%
建仓
—
OHIO ST WTR DEV 5.25 35POOL AUTH DUE 12/01/35
+$55.1K
50,000
减持
SCHW
CHARLES SCHWAB CORP
-$53.9K
75,638
-5%
增持
PTON
PELOTON INTERACTIVE INC
+$53.3K
25,200
+1%
建仓
—
UNITEDHEALTH GRO 5.25 28DUE 02/15/28
+$51.4K
50,000
建仓
—
MANUFACTURERS AND 4.7 28DUE 01/27/28
+$50.7K
50,000
建仓
—
COMCAST CORP NEW 4.55 29EXCHANGE OFFER
+$50.6K
50,000
建仓
—
MARSH & MCLENNA 4.375 29DUE 03/15/29
+$50.5K
50,000
建仓
—
NEW YORK N Y CITY T 5 29COMB TAX DUE 02/01/29
+$50.4K
50,000
建仓
—
JOHN DEERE CAPIT 4.15 27DUE 09/15/27
+$50.2K
50,000
建仓
—
PICKERINGTON OHIO 3 27GO LTX DUE 12/01/27
+$50.2K
50,000
建仓
—
AKRON OHIO INCOME 3.5 32SPL TAX DUE 12/01/32
+$50.0K
50,000
建仓
—
OLENTANGY LOC SCH D 2 25GO UTX DUE 12/01/25
+$49.9K
50,000
建仓
—
OBERLIN OHIO CITY 2.5 26GO UTX DUE 11/01/26
+$49.9K
50,000
建仓
—
PRAXAIR INC 3.2 26DUE 01/30/26
+$49.9K
50,000
建仓
—
MENTOR OHIO 1.25 25GO LTX DUE 12/01/25
+$49.8K
50,000
建仓
—
THE HOME DEPOT INC 3 26DUE 04/01/26
+$49.7K
50,000
减持
FDX
FEDEX CORP
-$49.3K
4,707
-8%
建仓
—
APPLE INC. 2.05 26DUE 09/11/26
+$49.2K
50,000
减持
SHW
SHERWIN-WILLIAMS CO
-$49.2K
3,400
-5%
建仓
—
ELIDA OHIO LOC SCH 0 26GO UTX DUE 12/01/26
+$48.3K
50,000
建仓
—
WASHINGTON ST 4 35GO UTX DUE 02/01/35
+$46.9K
45,000
建仓
—
TEXAS PUB FIN AUTH 4 32LEAS BLDG DUE 02/01/32
+$46.6K
45,000
