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Sarver Vrooman Wealth Advisors 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Sarver Vrooman Wealth Advisors
报告期 2026-03-31 · CIK 0002076215
持仓数
138
前50大市值合计
$159.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 52
增持 97
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
IBDW
ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE
+$49.0M
4,501,785
+107%
增持
SCHD
SCHWAB US DIVIDEND ETF EQUITY
+$48.4M
3,400,744
+107%
增持
IBDR
ISHARES TR ETF IBONDS DEC 2026 TERM CORP
+$44.9M
3,627,815
+105%
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
DGRW
WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND
+$5.0M
97,294
+134%
增持
DBEF
XTRACKERS MSCI EAFE ETF EQUITY
+$4.6M
158,973
+139%
增持
USMV
ISHARES EDGE MSCI ETF MIN VOL USA ETF
+$4.2M
77,696
+136%
增持
MSFT
MICROSOFT CORP
+$1.2M
3,163
+458%
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$1.1M
6,397
增持
AAPL
APPLE INC
+$983.3K
6,091
+131%
增持
SPY
STATE STREET SPDR ETF S&P 500
+$865.7K
1,733
+266%
增持
BSMU
INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF
+$858.9K
77,624
+100%
增持
BSMR
INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD
+$854.4K
71,860
+101%
建仓
NVDA
NVIDIA CORP
+$621.0K
3,330
建仓
QQQ
INVESCO QQQ TR ETF UNIT SER 1
+$604.0K
983
增持
IBDX
ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE
+$577.2K
41,272
+122%
增持
IBDZ
ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE
+$565.9K
42,146
+105%
增持
WMT
WALMART INC
+$476.3K
6,432
+176%
建仓
ONEQ
FIDELITY NASDAQ ETF COMPOSITE INDEX
+$459.5K
5,027
增持
SPMO
INVESCO TR II ETF S&P 500 MOMENTUM
+$380.6K
4,424
+264%
建仓
DIA
SPDR DOW JONES INDL ETF AVERAGE ETF TR
+$377.7K
786
建仓
LLY
ELI LILLY & CO
+$376.1K
350
增持
IBDU
ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE
+$343.3K
25,734
+133%
建仓
MU
MICRON TECHNOLOGY INC
+$326.8K
1,145
增持
IBDT
ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATE
+$322.5K
21,650
+142%
增持
HON
HONEYWELL INTERNATIONAL INC
+$314.2K
1,907
+593%
增持
IBDS
ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETF
+$313.6K
22,648
+133%
增持
BRK/B
BERKSHIRE HATHAWAY INC SERIES B NEW
+$292.5K
896
+185%
增持
SPHQ
INVESCO TR ETF S&P 500 QUALITY
+$288.6K
4,507
+565%
建仓
RHHBY
ROCHE HOLDINGS LTD ADR
+$286.7K
5,560
增持
IBDV
ISHARES TR ETF IBONDS DEC 2030 TERM CORPORATE ETF
+$280.3K
21,916
+139%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG CO LTD ADR
+$272.6K
897
增持
IBCA
ISHARES TR ETF IBONDS DEC 2035 TERM CORP
+$261.6K
20,248
+100%
增持
IBDY
ISHARES TR IBONDS ETF DEC 2033 TERM CORP
+$261.3K
20,062
+100%
增持
ORCL
ORACLE CORPORATION
+$187.4K
1,501
+301%
增持
XMHQ
INVESCO S&P MIDCAP ETF QUALITY
+$180.7K
2,134
+491%
建仓
AMZN
AMAZON COM INC
+$176.6K
765
建仓
GOOG
ALPHABET INC NON VOTING CAP STK CL C
+$167.6K
534
增持
—
EXXON MOBIL CORP
+$161.9K
2,805
+80%
增持
JPM
JPMORGAN CHASE & CO
+$160.6K
1,066
+84%
建仓
ORLY
O'REILLY AUTOMOTIVE INC NEW
+$143.7K
1,575
建仓
C
CITIGROUP INC NEW
+$128.4K
1,100
建仓
AME
AMETEK INC NEW
+$125.4K
611
建仓
META
META PLATFORMS INC CLASS A
+$124.8K
189
增持
COST
COSTCO WHSL CORP NEW COM
+$121.8K
211
+225%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$118.5K
1,608
+172%
增持
GILD
GILEAD SCIENCES INC
+$117.5K
1,526
+143%
建仓
BKLN
INVESCO TR II ETF S&P SR LN
+$115.8K
5,515
增持
JNJ
JOHNSON & JOHNSON
+$112.5K
1,065
+83%
增持
AMGN
AMGEN INC
+$108.9K
649
+77%
增持
BNY
BANK NEW YORK MELLON CORP
+$104.9K
1,742
+95%
增持
OKE
ONEOK INC NEW
+$101.0K
2,434
+128%
增持
MRK
MERCK & CO INC NEW
+$97.1K
1,924
+53%
增持
COF
CAPITAL ONE FINANCIAL CORP
+$96.3K
722
+95%
建仓
SMCI
SUPER MICRO COMPUTER INC COM NEW
+$90.0K
3,075
增持
BSCU
INVESCO SELF INDEXED ETF FD BULLETSHARES 2030 CORPORATE BD
+$87.7K
8,818
+142%
增持
BAC
BANK OF AMERICA CORP
+$85.8K
2,438
+160%
增持
BSCS
INVESCO EXCHANGE ETF TRADED SELF INDEXED BULLETSHARES 2028 CORP
+$80.8K
7,011
+127%
增持
BSCR
INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 2027 CORP
+$80.4K
7,282
+127%
增持
BSCQ
INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 2026
+$80.4K
7,322
+127%
增持
BSCT
INVESCO EXCH TRD ETF SELF INDXD FD TR BULLETSHRS 2029 CORP BD
+$80.0K
7,638
+125%
建仓
GSBC
GREAT SOUTHERN BANCORP INC
+$77.0K
1,250
增持
PSX
PHILLIPS 66
+$76.1K
1,166
+113%
增持
MCD
MCDONALDS CORP
+$73.2K
488
+95%
增持
BLK
BLACKROCK INC COM NEW
+$69.6K
150
+92%
建仓
AVGO
BROADCOM INC
+$69.2K
200
增持
CSCO
CISCO SYSTEMS INC
+$68.1K
1,624
+95%
增持
WM
WASTE MGMT INC DEL
+$67.3K
634
+94%
建仓
—
SKYBRIDGE OPPORTUNITY FUND LLC SERIES G
+$65.9K
63
建仓
VICI
VICI PPTYS INC
+$65.0K
2,312
增持
GD
GENL DYNAMICS CORP
+$64.1K
396
+95%
建仓
MMM
3M CO
+$64.0K
400
建仓
XMVM
INVESCO S&P MIDCAP ETF VALUE WITH MOMENTUM
+$62.9K
980
增持
DOV
DOVER CORP COMMON
+$62.0K
566
+95%
增持
CTVA
CORTEVA INC
+$61.8K
1,908
+95%
清仓
—
INVESCO EXCHANGE ETF SELF BULLETSHARES 2025 CORPRORATE BD
-$60.0K
0
-100%
增持
INTU
INTUIT INC
+$58.9K
190
+94%
建仓
ALL
ALLSTATE CORP
+$58.7K
282
建仓
QUBT
QUANTUM COMPUTING INC
+$58.6K
5,711
增持
ADP
AUTOMATIC DATA PROCESSING
+$56.0K
528
+94%
增持
PG
PROCTER & GAMBLE CO
+$55.5K
723
+131%
增持
EXPE
EXPEDIA INC
+$54.0K
484
+24%
增持
GM
GENERAL MOTORS CO
+$53.9K
1,660
+25%
增持
NEE
NEXTERA ENERGY INC
+$53.5K
1,288
+95%
建仓
—
STELLANTIS N V SHS
+$52.5K
4,817
建仓
AMAT
APPLIED MATERIALS INC
+$51.4K
200
增持
NOBL
PROSHARES S&P 500 ETF DIVIDEND A
+$51.0K
629
+349%
增持
TMUS
T-MOBILE US INC
+$50.9K
516
+129%
增持
ITW
ILLINOIS TOOL WORKS INC
+$50.8K
452
+95%
增持
CVX
CHEVRON CORPORATION
+$47.7K
650
+96%
增持
IBM
INTERNATIONAL BUSINESS MACHINE CORP
+$46.1K
305
+94%
建仓
PRK
PARK NATIONAL CORP
+$45.7K
300
建仓
NVTS
NAVITAS SEMICONDUCTOR CORP
+$45.2K
6,329
建仓
NOC
NORTHROP GRUMMAN CORP NEW
+$44.5K
78
增持
GE
GE AEROSPACE NEW
+$43.9K
286
+95%
增持
MRSH
MARSH
+$43.0K
524
+95%
增持
LMT
LOCKHEED MARTIN CORP
+$41.6K
184
+94%
建仓
SPGP
INVESCO S&P 500 GARP ETF
+$38.0K
334
建仓
TSLA
TESLA INC
+$37.3K
83
建仓
ETR
ENTERGY CORP NEW
+$37.0K
400
增持
FDX
FEDEX CORPORATION
+$34.6K
350
+24%
建仓
ISPY
PROSHARES S&P 500 ETF HIGH
+$33.9K
743
建仓
SBUX
STARBUCKS CORP
+$33.7K
400
增持
STT
STATE STR CORP
+$32.8K
906
+25%
增持
PEP
PEPSICO INCORPORATED
+$32.6K
690
+46%
增持
DGX
QUEST DIAGNOSTICS INC
+$32.2K
426
+95%
建仓
OEF
ISHARES ETF S&P 100
+$32.0K
93
增持
IBMT
ISHARES TR ETF IBONDS DEC 2031 TERM MUNI BD
+$31.7K
2,440
+100%
建仓
ET
ENERGY TRANSFER LP
+$31.7K
1,920
增持
IBMS
ISHARES IBONDS DEC ETF TR 2030 TERM MUNI BD
+$31.5K
2,420
+100%
建仓
AKAM
AKAMAI TECH INC
+$30.5K
350
建仓
SLV
I SHARES SILVER TR ETF
+$30.0K
466
增持
—
JOHNSON CTLS INTL PLC
+$29.8K
940
+25%
增持
BSJS
INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2028 HIGH YLD CORP BOND
+$29.1K
2,656
+100%
增持
BSJQ
INVESCO SELF INDEXED ETF BULLETSHARES 2026 HIGH YIELD CORP BD
+$28.6K
2,454
+100%
增持
AXP
AMERICAN EXPRESS COMPANY
+$28.5K
280
+24%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$28.1K
131
增持
VZ
VERIZON COMMUNICATIONS COM
+$27.9K
966
+273%
建仓
BAB
INVESCO TR II ETF TAXABLE MUN BD
+$26.5K
974
增持
ENB
ENBRIDGE INC
+$26.5K
1,172
+100%
增持
BMY
BRISTOL MYERS SQUIBB CO
+$26.3K
1,478
+25%
增持
MO
ALTRIA GROUP INC
+$26.2K
1,634
+59%
建仓
IPKW
INVESCO TR II ETF INTL BUYBACK ACHIEVERS
+$25.7K
463
增持
AEP
AMERICAN ELECTRIC POWER INC
+$25.7K
446
+95%
建仓
CPSF
CALAMOS TR S&P 500 ETF STRUCTURED ALT PROTECTION FEBRUARY
+$25.6K
1,000
建仓
EPR
EPR PPTYS SHS BEN INT
+$24.9K
500
增持
—
SMURFIT WESTROCK PLC SHS
+$24.8K
1,424
+100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$24.7K
75
增持
GPC
GENUINE PARTS CO COM
+$24.2K
466
+95%
增持
—
RENAISSANCE RE HOLDING LTD
+$23.6K
306
+24%
增持
AEE
AMEREN CORP
+$23.5K
507
+95%
建仓
VRT
VERTIV HOLDINGS LLC CL A
+$23.3K
144
建仓
SOLS
SOLSTICE ADVANCED MATLS INC COM
+$23.0K
473
增持
T
AT & T INC
+$22.5K
1,958
+111%
增持
PNC
PNC FINANCIAL SERVICES GROUP
+$22.4K
470
+25%
增持
HD
HOME DEPOT INC
+$22.0K
164
+93%
建仓
SNOW
SNOWFLAKE INC CL A
+$21.9K
100
增持
EXEL
EXELIXIS INC
+$21.9K
2,034
+25%
增持
APO
APOLLO GLOBAL MGMT INC NEW
+$21.8K
576
+25%
建仓
BA
BOEING CO
+$21.7K
100
增持
—
CHUBB LTD
+$21.7K
254
+25%
建仓
LMND
LEMONADE INC
+$20.0K
281
增持
QCOM
QUALCOMM INC
+$19.8K
530
+24%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$19.2K
624
+25%
增持
TRV
TRAVELERS COS INC/ THE
+$18.8K
290
+24%
增持
TGT
TARGET CORP
+$18.6K
360
+95%
建仓
TFC
TRUIST FINL CORP
+$18.5K
375
建仓
SNY
SANOFI ADR
+$17.5K
362
增持
—
MEDTRONIC PLC
+$17.5K
890
+25%
增持
MCK
MCKESSON CORPORATION
+$16.9K
96
+20%
增持
CPAY
CORPAY INC INC
+$15.9K
232
+24%
