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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 97
增持 29
减持 16
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
SCHX
SCHWAB US LARGE CAP ETF
+$21.4M
7,128,362
+10%
建仓
SUTXX
SCHWAB US TREASURY MONEY
+$17.0M
17,025,681
增持
VEA
VANGUARD FTSE DEVELOPED
+$14.2M
1,431,087
+14%
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。
减持
SCHD
SCHWAB US DIVIDEND
-$5.7M
688,647
-23%
增持
SCHZ
SCHWAB US AGGREGATE BOND
+$5.1M
2,943,613
+8%
增持
VCSH
VANGUARD SHORT TERM COR
+$5.1M
881,142
+8%
增持
SGUXX
SCHWAB GOVERNMENT MONEY
+$3.3M
13,173,155
+34%
增持
BIL
ST STERT SPDR BLMBG 1 3
+$3.0M
187,939
+22%
建仓
FXAIX
FIDELITY 500 INDEX
+$3.0M
12,422
建仓
VFIAX
VANGUARD 500 INDEX ADMIR
+$2.6M
4,043
清仓
—
INVSC BULLETSH 2025 CRP BND ETF IV
-$2.4M
0
-100%
增持
SCHA
SCHWAB US SMALL CAP ETF
+$2.0M
1,358,196
+3%
减持
SNAXX
SCHWAB PRIME ADVANTAGE M
-$1.9M
4,489,141
-30%
增持
BILS
ST SRT SPDR BLMBRG 3 12
+$1.8M
28,225
+170%
增持
VBR
VANGUARD SMALL CAP VALUE
+$1.6M
46,926
+18%
增持
SCHP
SCHWAB US TIPS ETF
+$1.6M
1,362,638
+6%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DCLASS A
-$1.5M
0
-100%
建仓
—
US TREASURY
+$1.5M
1,465,000
增持
BSCU
INVESCO BULLETSHARES
+$1.2M
108,371
+185%
建仓
—
US TREASURY
+$1.2M
1,125,000
增持
VIGI
VANGUARD INTL DIVIDEND
+$1.1M
111,699
+12%
建仓
—
TOTAL MARKET EQUITY INDE
+$1.1M
17,265
建仓
—
SHORT TERM INCOME POOL
+$1.1M
84,637
建仓
—
US TREASURY
+$1.0M
1,000,000
增持
BSCS
INVESCO BULLETSHARS 2028
+$1.0M
122,713
+67%
建仓
—
US TREASURY
+$1.0M
1,000,000
建仓
—
US TREASURY
+$1.0M
1,000,000
建仓
—
US TREASURY
+$1.0M
1,000,000
增持
SWOXX
SCHWAB MUNICIPAL MONEY U
+$1.0M
1,500,616
+200%
增持
BSCQ
INVSC BULLETSHA 2026 CRP
+$992.8K
134,985
+60%
建仓
—
US TREASURY
+$984.1K
1,000,000
增持
SPHY
STATE SRT SPDR PRTFL HGH
+$970.2K
999,230
+5%
增持
VWO
VANGUARD FTSE EMERGING
+$838.3K
336,226
+6%
建仓
—
US TREASURY
+$833.1K
852,000
建仓
—
US TREASURY
+$785.2K
775,000
建仓
—
US TREASURY
+$779.2K
776,000
增持
VIG
VANGUARD DIVIDEND
+$746.1K
169,034
+0%
建仓
VSMAX
VANGUARD SMALL CAP INDEX
+$734.3K
5,943
建仓
MUB
ISHARES NATIONAL MUNI
+$689.6K
6,438
增持
VNQ
VANGUARD REAL ESTATE
+$683.6K
268,176
+7%
增持
VOO
VANGUARD S&P 500 ETF
+$645.9K
30,751
+1%
建仓
—
US TREASURY
+$642.5K
646,000
减持
AAPL
APPLE INC
+$628.5K
46,556
-1%
建仓
VTCLX
VANGUARD TAX-MANAGED CAP
+$602.6K
1,715
建仓
—
INTERNATIONAL EQUITY IND
+$593.6K
22,681
建仓
FIFAX
AMERICAN FUNDS INCOME FU
+$592.3K
22,702
减持
VB
VANGUARD SMALL CAP ETF
-$588.3K
79,308
-4%
建仓
PRUFX
T. ROWE PRICE GROWTH STO
+$532.2K
4,919
建仓
TRPIX
T. ROWE PRICE VALUE I
+$527.1K
11,055
建仓
—
US TREASURY
+$526.6K
590,000
建仓
—
US TREASURY
+$524.8K
555,000
建仓
GAFFX
AMERICAN FUNDS GROWTH FU
+$479.0K
5,955
建仓
—
MONEY MARKET POOL
+$468.2K
385,506
建仓
CINF
CINCINNATI FINL CORP
+$442.1K
2,707
建仓
VIMAX
VANGUARD MID CAP INDEX A
+$441.1K
1,229
增持
NFLX
NETFLIX INC
-$440.0K
16,700
+898%
建仓
—
NEW YORK N Y CITY
+$439.9K
370,000
增持
SCHF
SCHWAB INTERNATIONAL
+$437.2K
349,901
+2%
建仓
—
US TREASURY
+$412.1K
415,000
建仓
—
US TREASURY
+$386.2K
395,000
建仓
—
US TREASURY
+$383.1K
391,000
建仓
—
US TREASURY
+$383.1K
383,000
建仓
—
US TREASURY
+$380.2K
384,000
建仓
AFMBX
AMERICAN FUNDS AMERICAN
+$376.3K
10,045
减持
SWVXX
SCHWAB PRIME ADVANTAGE M
-$368.3K
5,985,141
-6%
建仓
FWMIX
AMERICAN FUNDS WASHINGTO
+$367.8K
5,648
建仓
VIGAX
VANGUARD GROWTH INDEX AD
+$356.0K
1,419
建仓
—
HOOVER ALA
+$332.4K
310,000
建仓
—
BOULDER COLO WTR
+$327.8K
300,000
建仓
—
OHIO ST WTR DEV AUT
+$319.2K
290,000
清仓
HUBS
HUBSPOT INC
-$318.6K
0
-100%
减持
AMZN
AMAZON.COM INC
-$317.4K
9,183
-17%
建仓
—
NEW JERSEY HEALT
+$317.2K
290,000
建仓
FSMAX
FIDELITY EXTENDED MARKET
+$311.2K
3,092
建仓
—
MASSACHUSETTS ST DE
+$311.1K
275,000
增持
SCHH
CHARLES SCHWAB US REIT
+$309.4K
72,728
+8%
建仓
—
SMALL CAP EQUITY POOL
+$308.3K
6,008
建仓
—
US TREASURY
+$298.0K
302,000
建仓
—
FORT BEND CNTY TEX
+$297.1K
270,000
建仓
—
US TREASURY
+$294.0K
295,000
建仓
VEXAX
VANGUARD EXTENDED MARKET
+$293.2K
1,849
建仓
—
OHIO ST WTR DEV AUT
+$288.1K
250,000
建仓
—
PENNSYLVANIA ST TPK
+$285.8K
275,000
建仓
—
FRANKLIN CNTY WASH
+$279.4K
250,000
减持
VUG
VANGUARD GROWTH ETF
+$274.8K
47,530
-1%
减持
GOOG
ALPHABET INC
+$274.2K
7,724
-12%
建仓
—
CONNECTICUT ST SPL
+$266.7K
250,000
建仓
SWPPX
SCHWAB S&P 500 INDEX
+$265.3K
15,130
清仓
AIVSX
AMERICAN FUNDS INVMT CO OF AMER A
-$261.9K
0
-100%
建仓
—
INFLATION PROTECTED BOND
+$259.7K
17,484
建仓
—
US TREASURY
+$258.8K
0
建仓
IWD
ISHARES RUSSELL 1000
+$257.7K
1,226
建仓
FIQPX
FIDELITY ADVISOR EMERGIN
+$255.2K
3,782
减持
SCOXX
SCHWAB TREASURY OBLIG MO
-$254.8K
1
-100%
建仓
—
US TREASURY
+$254.3K
253,000
建仓
—
US TREASURY
+$250.7K
250,000
增持
HDV
ISHARES CORE HIGH
+$249.9K
160,664
+2%
建仓
—
HUMBLE TEX INDPT SC
+$249.0K
225,000
建仓
—
WISCONSIN ST
+$248.9K
225,000
清仓
—
INVESCO BLETSHS 2025 MNPL BND ETF
-$247.4K
0
-100%
建仓
—
PIMA CNTY ARIZ CTFS
+$246.8K
220,000
建仓
—
US TREASURY
+$246.7K
250,000
建仓
—
MADISON WIS MET SCH
+$241.1K
230,000
建仓
—
MIAMI-DADE CNTY FLA
+$240.5K
215,000
减持
ZS
ZSCALER INC
-$238.0K
959
-37%
清仓
—
NEW GOLD INC CDA F
-$236.9K
0
-100%
建仓
—
METROPOLITAN UTIL D
+$236.4K
220,000
建仓
VPMAX
VANGUARD PRIMECAP ADM
+$235.2K
1,273
减持
GOOGL
ALPHABET INC
+$233.9K
7,270
-13%
增持
SNVXX
SCHWAB GOVERNMENT MONEY
+$231.6K
3,174,603
+8%
建仓
VTSAX
VANGUARD TOTAL STOCK MKT
+$226.9K
1,392
建仓
—
LOWER COLO RIV A
+$226.2K
200,000
建仓
—
NEW JERSEY ECONOMIC
+$223.6K
200,000
建仓
—
WEST VA PKWYS AUTH
+$222.9K
200,000
建仓
TBCIX
T. ROWE PRICE BLUE CHIP
+$221.3K
1,045
建仓
GSIMX
GOLDMAN SACHS GQG PTNRS
+$219.5K
9,771
清仓
DDOG
DATADOG INC CLASS A
-$218.7K
0
-100%
建仓
JMIEX
JPMORGAN EMERGING MARKET
+$214.9K
5,126
减持
TTD
THE TRADE DESK INC
-$212.0K
12,252
-11%
建仓
HNACX
HARBOR CAPITAL APPRECIAT
+$211.6K
1,808
增持
SGOV
ISHARES 0-3 MONTH
-$210.3K
245,697
+7%
清仓
ABNB
AIRBNB INC CLASS A
-$209.6K
0
-100%
减持
META
META PLATFORMS INC
-$207.8K
2,372
-2%
建仓
—
HAWAII ST HWY REV
+$206.7K
190,000
建仓
MDIJX
MFS INTL DIVERSIFICATION
+$206.6K
7,444
减持
MELI
MERCADOLIBRE INC
-$206.2K
458
-5%
建仓
—
MUNCIE IND SAN DIST
+$204.9K
220,000
增持
NVDA
NVIDIA CORP
+$204.1K
30,910
+4%
建仓
—
NEW HAMPSHIRE HEALT
+$201.5K
200,000
建仓
—
MET GOVT NASHVILLE
+$201.1K
200,000
建仓
VPMCX
VANGUARD PRIMECAP INV
+$200.8K
1,125
建仓
—
US TREASURY
+$200.0K
208,000
建仓
NEM
NEWMONT CORP
+$199.7K
2,000
建仓
—
US TREASURY
+$197.5K
225,000
减持
SHW
SHERWIN-WILLIAMS CO
-$196.1K
3,029
-11%
建仓
FROPX
FLAT ROCK OPPORTUNITY CO
+$195.3K
12,161
增持
BSCV
INVESCO BULLTSHR 2031
+$194.9K
48,925
+31%
建仓
—
WHATCOM CNTY WASH S
+$194.8K
175,000
建仓
UNP
UNION PAC CORP
+$193.4K
836
建仓
BSCZ
INVESCO BULLETSHS 2035
+$191.6K
9,207
建仓
SXI
STANDEX INTL CORP
+$188.4K
867
建仓
FRUAX
FRANKLIN UTILITIES ADV
+$187.0K
7,724
减持
FDX
FEDEX CORP
+$183.7K
4,479
-5%
建仓
IYR
ISHARES US REAL ESTATE
+$183.3K
1,952
建仓
OKE
ONEOK INC NEW
+$183.1K
2,491
建仓
CRM
SALESFORCE INC
+$183.1K
692
建仓
—
BURLESON TEX
+$181.8K
170,000
增持
VV
VANGUARD LARGE CAP ETF
+$176.4K
20,265
+1%
建仓
COST
COSTCO WHSL CORP NEW
+$175.3K
207
建仓
RIO
RIO TINTO PLC F
+$174.2K
2,177
