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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 31
增持 49
减持 51
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
SNAXX
SCHWAB PRIME ADVANTAGE M
+$51.0M
55,462,636
+1135%
减持
SUTXX
SCHWAB US TREASURY MONEY
-$17.0M
1
-100%
建仓
—
US TREASU NT
+$14.5M
15,000,000
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。
增持
SCHZ
SCHWAB U.S. AGGREGATE
+$5.1M
3,183,701
+8%
增持
VCSH
VANGUARD SHORT TERM COR
+$4.8M
947,321
+8%
增持
VEA
VANGUARD FTSE DEVELOPED
+$4.6M
1,468,717
+3%
增持
SGUXX
SCHWAB GOVERNMENT MONEY
+$4.5M
17,637,201
+34%
建仓
VBIL
VANGUARD 0-3 MONTH
+$3.5M
10,583
建仓
—
US TREASU NT
+$3.5M
3,500,000
减持
BIL
STATE STREET SPDR
-$3.4M
150,242
-20%
减持
HDV
ISHARES CORE HIGH
+$2.2M
160,057
-0%
减持
SNVXX
SCHWAB GOVERNMENT MONEY
-$2.0M
1,174,822
-63%
增持
SCHP
SCHWAB U.S. TIPS ETF
+$2.0M
1,431,353
+5%
减持
VTI
VANGUARD TOTAL STOCK
-$1.9M
11,626
-31%
增持
VUG
VANGUARD GROWTH INDEX
-$1.8M
48,882
+3%
增持
SPHY
STATE STREET SPDR
+$1.6M
1,081,114
+8%
增持
SCHA
SCHWAB U.S. SMALL-CAP
+$1.3M
1,375,800
+1%
减持
BILS
STATE STREET SPDR
-$1.2M
16,377
-42%
清仓
AGI
ALAMOS GOLD INC NEW F
-$1.1M
0
-100%
增持
VBR
VANGUARD SMALL-CAP VALUE
+$1.1M
50,637
+8%
清仓
AEM
AGNICO EAGLE MINES LTD F
-$1.0M
0
-100%
增持
GLDM
SPDR GOLD MINISHARES
+$939.3K
15,512
+166%
减持
VIG
VANGUARD DIVIDEND
-$911.2K
168,439
-0%
减持
MSFT
MICROSOFT CORP
-$891.5K
7,759
-0%
增持
SWVXX
SCHWAB PRIME ADVANTAGE M
+$883.8K
6,856,424
+15%
减持
SPYM
STATE STREET SPDR
-$883.3K
182,167
-1%
减持
AAPL
APPLE INC
-$875.0K
46,422
-0%
增持
VWO
VANGUARD FTSE EMERGING
+$776.0K
348,627
+4%
增持
SPY
STATE STREET SPDR S&P
+$691.3K
4,550
+37%
建仓
LRGF
ISHARES U.S. EQUITY
+$577.0K
8,743
减持
BSX
BOSTON SCIENTIFIC CORP
-$552.0K
8,063
-27%
减持
VXF
VANGUARD EXTENDED MARKET
-$503.7K
4,447
-34%
建仓
FICHX
CANTOR GROWTH EQUITY FD
+$499.5K
34,520
增持
VNQ
VANGUARD REAL ESTATE
+$492.9K
270,397
+1%
减持
EQX
EQUINOX GOLD CORP F
-$448.4K
2,000
-94%
增持
VOO
VANGUARD S&P 500 ETF
+$415.7K
32,968
+7%
增持
SCHX
SCHWAB U.S. LARGE-CAP
-$415.0K
7,465,942
+5%
清仓
—
US TREASURY
-$412.1K
0
-100%
增持
SHOP
SHOPIFY INC F
-$408.2K
9,654
+0%
减持
SCHD
SCHWAB U.S. DIVIDEND
+$405.0K
625,096
-9%
减持
—
EXXON MOBIL CORP
+$366.5K
7,458
-0%
增持
—
TOTAL MARKET EQUITY INDE
+$361.0K
23,788
+38%
减持
IVW
ISHARES S&P 500 GROWTH
-$334.7K
28,825
-1%
减持
WDOFF
WESDOME GOLD MINES LTD F
-$329.5K
1,500
-93%
增持
NVDA
NVIDIA CORP
-$311.3K
30,977
+0%
减持
—
HAMILTON CNTY OHIO
-$305.9K
20,000
-94%
建仓
SNSXX
SCHWAB US TREASURY MONEY
+$305.0K
305,000
减持
SWOXX
SCHWAB MUNICIPAL MONEY U
-$300.0K
1,200,616
-20%
清仓
—
US TREASURY
-$294.0K
0
-100%
清仓
—
FRANKLIN CNTY WASH
-$279.4K
0
-100%
增持
SCHG
SCHWAB U.S. LARGE-CAP
-$277.0K
95,839
+2%
建仓
—
FRANKLIN CNTY WASH
+$273.3K
250,000
减持
SNOXX
SCHWAB TREASURY OBLIG MO
-$259.7K
567,997
-31%
增持
SCHW
CHARLES SCHWAB CORP
-$256.3K
72,741
+2%
增持
SGOV
ISHARES 0-3 MONTH
+$246.7K
246,862
+0%
减持
BSCQ
INVESCO BULLETSHARES
-$215.3K
124,272
-8%
减持
AMZN
AMAZON.COM INC
-$212.9K
9,155
-0%
增持
GOOG
ALPHABET INC
-$207.8K
7,725
+0%
减持
SCHE
SCHWAB EMERGING MARKETS
-$204.3K
139,849
-5%
建仓
—
US TREASU NT
+$200.2K
200,000
清仓
SWTXX
SCHWAB MUNICIPAL MONEY I
-$200.0K
0
-100%
减持
NEM
NEWMONT CORP
-$197.4K
21
-99%
增持
META
META PLATFORMS INC
-$188.6K
2,407
+1%
增持
TTD
THE TRADE DESK INC
-$186.2K
12,290
+0%
减持
SCHF
SCHWAB INTERNATIONAL
+$183.4K
347,258
-1%
减持
BX
BLACKSTONE INC
-$181.5K
4,243
-2%
减持
SHW
SHERWIN-WILLIAMS CO
-$180.4K
2,499
-17%
减持
TBCIX
T. ROWE PRICE BLUE CHIP
-$180.2K
219
-79%
建仓
BHP
BHP GROUP LTD F
+$177.8K
2,444
减持
BRK/B
BERKSHIRE HATHAWAY
-$174.1K
2,352
-51%
清仓
HL
HECLA MNG CO
-$172.7K
0
-100%
增持
VOE
VANGUARD MID-CAP VALUE
+$165.2K
23,315
+0%
减持
IVPAF
IVANHOE MINES LTD F
-$163.4K
7,500
-63%
减持
VFIAX
VANGUARD 500 INDEX ADMIR
-$157.1K
3,978
-2%
减持
CVE
CENOVUS ENERGY INC F
-$150.0K
2,000
-83%
减持
SPTS
STATE STREET SPDR
-$143.1K
39,671
-11%
增持
TSLA
TESLA INC
-$141.4K
1,855
+0%
减持
PGR
PROGRESSIVE CORP OH
-$141.1K
3,243
-6%
增持
JPM
JPMORGAN CHASE & CO
-$136.4K
4,983
+0%
增持
GOOGL
ALPHABET INC
-$131.1K
7,457
+3%
清仓
WPM
WHEATON PRECIOUS METAL F
-$129.3K
0
-100%
增持
MELI
MERCADOLIBRE INC
-$128.9K
459
+0%
清仓
SLV
ISHARES SILVER TRUST
-$128.8K
0
-100%
增持
FLRN
STATE STREET SPDR
+$128.2K
12,759
+48%
清仓
SKE
SKEENA RES LTD NEW F
-$118.7K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$117.5K
1,542
+0%
增持
—
SHORT TERM INCOME POOL
+$110.5K
92,991
+10%
减持
CRM
SALESFORCE INC
-$108.8K
399
-42%
减持
—
US TREASU NT
-$108.0K
542,000
-16%
清仓
—
T. ROWE PRICE EQUITY IND
-$107.5K
0
-100%
建仓
—
MIDLOTHIAN TEX
+$107.1K
100,000
减持
—
HAMILTON CNTY OHIO
-$106.8K
30,000
-79%
减持
GDX
VANECK GOLD MINERS ETF
-$106.7K
239
-84%
清仓
PPTA
PERPETUA RES CORP F
-$106.5K
0
-100%
增持
AVGO
BROADCOM INC
-$106.1K
3,648
+2%
增持
GLW
CORNING INC
+$104.7K
1,739
+16%
增持
VEU
VANGUARD FTSE ALL-WORLD
+$104.1K
16,683
+7%
增持
—
INTERNATIONAL EQUITY IND
+$103.7K
26,389
+16%
建仓
—
CLATSOP CNTY ORE SC
+$102.6K
100,000
建仓
PRUIX
T. ROWE PRICE EQUITY IND
+$102.5K
605
清仓
—
SCORPIO TANKERS INC F
-$101.7K
0
-100%
增持
WMT
WALMART INC
+$101.6K
7,105
+1%
增持
—
SMALL CAP EQUITY POOL
+$101.6K
7,921
+32%
建仓
—
US TREASU NT
+$100.2K
100,000
清仓
—
US TREASURY
-$100.0K
0
-100%
清仓
—
CANAL WINCHESTER OH
-$95.6K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$90.4K
2,411
+0%
减持
BSCS
INVESCO BULLETSHARES
-$85.5K
119,588
-3%
增持
ZS
ZSCALER INC
-$80.7K
962
+0%
减持
MO
ALTRIA GROUP INC
-$80.0K
716
-68%
增持
VIGI
VANGUARD INTERNATIONAL
-$75.9K
114,177
+2%
增持
IBM
IBM CORP
-$74.3K
1,385
+0%
减持
IAUX
I-80 GOLD CORP F
-$72.1K
15,000
-77%
减持
DFUS
DIMENSIONAL U.S. EQUITY
-$69.5K
6,097
-10%
建仓
AAVMY
ABN AMRO BK N V AMSTER F
+$68.7K
2,155
减持
PTON
PELOTON INTERACTIVE INC
-$68.6K
20,200
-20%
增持
SCHH
SCHWAB U.S. REIT ETF
+$68.1K
85,232
+17%
增持
RTX
RTX CORP
+$64.4K
1,644
+19%
减持
IJH
ISHARES CORE S&P MID-CAP
-$64.4K
31,039
-5%
增持
COP
CONOCOPHILLIPS
+$63.8K
1,125
+24%
减持
EPI
WISDOMTREE INDIA
-$63.4K
1,820
-39%
清仓
DBA
INVESCO DB AGRICULTURE
-$62.5K
0
-100%
减持
ENB
ENBRIDGE INC F
-$60.1K
1,466
-50%
清仓
SII
SPROTT INC F
-$58.8K
0
-100%
建仓
—
US TREASU NT
+$57.4K
57,000
增持
ADI
ANALOG DEVICES INC
+$57.4K
1,026
+3%
清仓
—
US TREASURY
-$56.8K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$56.8K
621
-9%
减持
STIP
ISHARES 0-5 YEAR TIPS
-$56.8K
3,013
-16%
建仓
VSNT
VERSANT MEDIA GROUP INC
+$56.0K
1,512
建仓
EMN
EASTMAN CHEM CO
+$55.2K
723
清仓
—
NEW YORK ST DORM AU
-$55.2K
0
-100%
减持
ELEEF
ELEMENT FLEET MANAGE F
-$54.9K
5,237
-18%
建仓
—
DAYTON OHIO CITY SC
+$52.9K
50,000
建仓
—
HIGHLAND OHIO LOC S
+$52.9K
50,000
建仓
—
BELLEFONTAINE OHIO
+$52.9K
50,000
建仓
—
CLARK CNTY WASH SCH
+$52.0K
50,000
建仓
—
GAHANNA-JEFFERSON C
+$52.0K
50,000
建仓
—
BELLEFONTAINE OHIO
+$51.8K
50,000
建仓
—
OLMSTED FALLS OHIO
+$51.6K
50,000
建仓
—
SEVEN HILLS OHIO
+$51.6K
50,000
减持
IJR
ISHARES CORE S&P
+$51.5K
17,145
-1%
建仓
—
THE TORONTO-DO
+$51.2K
50,000
增持
LLY
ELI LILLY AND CO
-$51.1K
407
+3%
建仓
—
GARLAND TEX WTR & S
+$51.1K
50,000
建仓
—
NORDSON CORP
+$51.1K
50,000
建仓
—
TALAWANDA OHIO CITY
+$50.8K
50,000
建仓
—
MARION OHIO LOC SCH
+$50.8K
50,000
减持
SCHM
SCHWAB U.S. MID-CAP ETF
+$50.5K
205,174
-2%
建仓
—
KERRVILLE TEX
+$50.4K
50,000
