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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 5
增持 1
减持 98
清仓 46
方向
标的
Δ市值
现股数(环比)
减持
IBDR
ISHARES TR ETF IBONDS DEC 2026 TERM CORP
-$87.8M
3,038
-100%
减持
IBDW
ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE
-$49.3M
2,194,181
-51%
减持
SCHD
SCHWAB US DIVIDEND ETF EQUITY
-$42.5M
1,654,095
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。
-51%
增持
IBDZ
ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE
+$42.0M
1,654,974
+3827%
减持
USMV
ISHARES EDGE MSCI ETF MIN VOL USA ETF
-$7.0M
3,442
-96%
减持
DGRW
WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND
-$4.6M
46,910
-52%
减持
DBEF
XTRACKERS MSCI EAFE ETF EQUITY
-$3.8M
76,887
-52%
建仓
AVLV
AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE
+$3.6M
44,353
减持
MSFT
MICROSOFT CORP
-$1.3M
557
-82%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$1.1M
20
-100%
减持
AAPL
APPLE INC
-$981.7K
2,656
-56%
减持
SPY
STATE STREET SPDR ETF S&P 500
-$873.2K
474
-73%
减持
BSMU
INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF
-$860.4K
38,935
-50%
减持
BSMR
INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD
-$848.0K
36,045
-50%
清仓
QQQ
INVESCO QQQ TR ETF UNIT SER 1
-$604.0K
0
-100%
清仓
IBDU
ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE
-$602.3K
0
-100%
减持
NVDA
NVIDIA CORP
-$571.3K
285
-91%
清仓
IBDY
ISHARES TR IBONDS ETF DEC 2033 TERM CORP
-$524.4K
0
-100%
减持
IBDX
ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE
-$511.3K
21,462
-48%
清仓
ONEQ
FIDELITY NASDAQ ETF COMPOSITE INDEX
-$459.5K
0
-100%
减持
WMT
WALMART INC
-$426.8K
2,332
-64%
减持
SPMO
INVESCO TR II ETF S&P 500 MOMENTUM
-$391.5K
1,216
-73%
清仓
DIA
SPDR DOW JONES INDL ETF AVERAGE ETF TR
-$377.7K
0
-100%
清仓
LLY
ELI LILLY & CO
-$376.1K
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$326.8K
0
-100%
建仓
—
ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE
+$320.2K
13,764
减持
HON
HONEYWELL INTERNATIONAL INC
-$309.9K
275
-86%
减持
BRK/B
BERKSHIRE HATHAWAY INC SERIES B NEW
-$297.5K
319
-64%
清仓
RHHBY
ROCHE HOLDINGS LTD ADR
-$286.7K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG CO LTD ADR
-$272.6K
0
-100%
减持
IBCA
ISHARES TR ETF IBONDS DEC 2035 TERM CORP
-$265.7K
10,124
-50%
建仓
—
ISHARES TR IBONDS ETF DEC 2033 TERM CORP
+$259.3K
10,031
减持
IBDT
ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATE
-$256.0K
11,652
-46%
减持
IBDS
ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETF
-$254.4K
12,191
-46%
减持
ORCL
ORACLE CORPORATION
-$237.5K
374
-75%
减持
IBDV
ISHARES TR ETF IBONDS DEC 2030 TERM CORPORATE ETF
-$222.9K
11,914
-46%
减持
JPM
JPMORGAN CHASE & CO
-$206.8K
465
-56%
减持
SPHQ
INVESCO TR ETF S&P 500 QUALITY
-$178.5K
2,124
-53%
清仓
AMZN
AMAZON COM INC
-$176.6K
0
-100%
清仓
GOOG
ALPHABET INC NON VOTING CAP STK CL C
-$167.6K
0
-100%
清仓
ORLY
O'REILLY AUTOMOTIVE INC NEW
-$143.7K
0
-100%
减持
DELL
DELL TECHNOLOGIES INC CL C
-$141.9K
369
-77%
减持
COF
CAPITAL ONE FINANCIAL CORP
-$136.9K
209
-71%
清仓
C
CITIGROUP INC NEW
-$128.4K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$125.8K
387
-64%
清仓
AME
AMETEK INC NEW
-$125.4K
0
-100%
清仓
META
META PLATFORMS INC CLASS A
-$124.8K
0
-100%
减持
—
EXXON MOBIL CORP
-$118.2K
1,293
-54%
减持
COST
COSTCO WHSL CORP NEW COM
-$117.2K
65
-69%
清仓
BKLN
INVESCO TR II ETF S&P SR LN
-$115.8K
0
-100%
减持
AMGN
AMGEN INC
-$111.4K
287
-56%
减持
GILD
GILEAD SCIENCES INC
-$101.9K
613
-60%
减持
XMHQ
INVESCO S&P MIDCAP ETF QUALITY
-$99.3K
1,154
-46%
清仓
MRSH
MARSH
-$97.2K
0
-100%
减持
MRK
MERCK & CO INC NEW
-$96.3K
883
-54%
减持
EXPE
EXPEDIA INC
-$93.7K
188
-61%
减持
GM
GENERAL MOTORS CO
-$91.7K
581
-65%
减持
BAC
BANK OF AMERICA CORP
-$89.5K
914
-63%
减持
BLK
BLACKROCK INC COM NEW
-$88.4K
75
-50%
减持
SMCI
SUPER MICRO COMPUTER INC COM NEW
-$88.4K
70
-98%
减持
BSCU
INVESCO SELF INDEXED ETF FD BULLETSHARES 2030 CORPORATE BD
-$88.3K
3,642
-59%
减持
INTU
INTUIT INC
-$84.8K
95
-50%
清仓
TRV
TRAVELERS COS INC/ THE
-$84.1K
0
-100%
减持
OKE
ONEOK INC NEW
-$82.5K
1,067
-56%
减持
ADP
AUTOMATIC DATA PROCESSING
-$82.2K
264
-50%
减持
BSCS
INVESCO EXCHANGE ETF TRADED SELF INDEXED BULLETSHARES 2028 CORP
-$81.3K
3,092
-56%
减持
BSCR
INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 2027 CORP
-$80.7K
3,212
-56%
减持
BSCT
INVESCO EXCH TRD ETF SELF INDXD FD TR BULLETSHRS 2029 CORP BD
-$80.5K
3,394
-56%
减持
BSCQ
INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 2026
-$80.5K
3,219
-56%
清仓
GSBC
GREAT SOUTHERN BANCORP INC
-$77.0K
0
-100%
建仓
BSCV
INVESCO EXCHANGE ETF TRADED SELF INDXD FD TR BLLTSHRS 2031 CRPT BD
+$74.0K
4,498
减持
MCD
MCDONALDS CORP
-$73.3K
244
-50%
减持
STT
STATE STR CORP
-$72.2K
353
-61%
减持
—
JOHNSON CTLS INTL PLC
-$69.4K
330
-65%
清仓
AVGO
BROADCOM INC
-$69.2K
0
-100%
减持
—
ROYAL CARIBBEAN CRUISES LTD NORWAY
-$69.1K
130
-65%
减持
WM
WASTE MGMT INC DEL
-$66.5K
317
-50%
清仓
—
SKYBRIDGE OPPORTUNITY FUND LLC SERIES G
-$65.9K
0
-100%
减持
AXP
AMERICAN EXPRESS COMPANY
-$65.5K
126
-55%
减持
GD
GENL DYNAMICS CORP
-$65.4K
198
-50%
清仓
MMM
3M CO
-$64.0K
0
-100%
清仓
XMVM
INVESCO S&P MIDCAP ETF VALUE WITH MOMENTUM
-$62.9K
0
-100%
减持
CSCO
CISCO SYSTEMS INC
-$62.1K
812
-50%
减持
PG
PROCTER & GAMBLE CO
-$59.6K
304
-58%
减持
URI
UNITED RENTALS INC
-$58.9K
48
-59%
清仓
ALL
ALLSTATE CORP
-$58.7K
0
-100%
清仓
QUBT
QUANTUM COMPUTING INC
-$58.6K
0
-100%
减持
PNC
PNC FINANCIAL SERVICES GROUP
-$58.4K
191
-59%
减持
FDX
FEDEX CORPORATION
-$57.6K
122
-65%
减持
BNY
BANK NEW YORK MELLON CORP
-$54.7K
1,244
-29%
减持
TMUS
T-MOBILE US INC
-$53.7K
243
-53%
减持
IBM
INTERNATIONAL BUSINESS MACHINE CORP
-$53.6K
152
-50%
减持
PSX
PHILLIPS 66
-$53.4K
533
-54%
减持
ITW
ILLINOIS TOOL WORKS INC
-$52.5K
226
-50%
清仓
—
STELLANTIS N V SHS
-$52.5K
0
-100%
减持
DOV
DOVER CORP COMMON
-$51.5K
283
-50%
减持
PHM
PULTE GROUP INC
-$51.5K
338
-57%
清仓
AMAT
APPLIED MATERIALS INC
-$51.4K
0
-100%
减持
NOBL
PROSHARES S&P 500 ETF DIVIDEND A
-$50.6K
140
-78%
减持
QCOM
QUALCOMM INC
-$48.2K
330
-38%
减持
CTVA
CORTEVA INC
-$48.0K
954
-50%
减持
GE
GE AEROSPACE NEW
-$47.5K
143
-50%
减持
MO
ALTRIA GROUP INC
-$46.6K
721
-56%
减持
—
MEDTRONIC PLC
-$46.2K
454
-49%
清仓
PRK
PARK NATIONAL CORP
-$45.7K
0
-100%
清仓
NVTS
NAVITAS SEMICONDUCTOR CORP
-$45.2K
0
-100%
减持
APO
APOLLO GLOBAL MGMT INC NEW
-$44.7K
347
-40%
建仓
—
TRAVELERS COS INC/ THE
+$44.6K
153
清仓
NOC
NORTHROP GRUMMAN CORP NEW
-$44.5K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$43.6K
644
-50%
减持
EXEL
EXELIXIS INC
-$43.1K
1,074
-47%
减持
PEP
PEPSICO INCORPORATED
-$43.0K
361
-48%
减持
GPC
GENUINE PARTS CO COM
-$42.0K
145
-69%
减持
HIG
HARTFORD INSURANCE GROUP INC
-$41.5K
329
-47%
清仓
AZO
AUTOZONE INC
-$40.7K
0
-100%
减持
—
RENAISSANCE RE HOLDING LTD
-$39.4K
157
-49%
减持
MCK
MCKESSON CORPORATION
-$38.1K
47
-51%
清仓
SPGP
INVESCO S&P 500 GARP ETF
-$38.0K
0
-100%
清仓
TSLA
TESLA INC
-$37.3K
0
-100%
清仓
ETR
ENTERGY CORP NEW
-$37.0K
0
-100%
清仓
TGT
TARGET CORP
-$35.2K
0
-100%
清仓
ISPY
PROSHARES S&P 500 ETF HIGH
-$33.9K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$33.7K
0
-100%
减持
—
CHUBB LTD
-$33.6K
140
-45%
减持
LMT
LOCKHEED MARTIN CORP
-$33.4K
92
-50%
减持
BMY
BRISTOL MYERS SQUIBB CO
-$33.2K
767
-48%
减持
AFG
AMERICAN FINL GROUP INC OHIO
-$33.2K
359
-38%
减持
CPAY
CORPAY INC INC
-$32.9K
127
-45%
减持
DGX
QUEST DIAGNOSTICS INC
-$32.2K
213
-50%
清仓
OEF
ISHARES ETF S&P 100
-$32.0K
0
-100%
减持
CVX
CHEVRON CORPORATION
-$31.8K
325
-50%
清仓
ET
ENERGY TRANSFER LP
-$31.7K
0
-100%
减持
WRB
BERKLEY W R CORPORATION
-$31.1K
671
-38%
减持
IBMT
ISHARES TR ETF IBONDS DEC 2031 TERM MUNI BD
-$30.9K
1,262
-48%
减持
IBMS
ISHARES IBONDS DEC ETF TR 2030 TERM MUNI BD
-$30.5K
1,259
-48%
清仓
AKAM
AKAMAI TECH INC
-$30.5K
0
-100%
清仓
SLV
I SHARES SILVER TR ETF
-$30.0K
0
-100%
减持
BSJS
INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2028 HIGH YLD CORP BOND
-$29.6K
1,328
-50%
减持
HD
HOME DEPOT INC
-$29.5K
82
-50%
减持
BSJQ
INVESCO SELF INDEXED ETF BULLETSHARES 2026 HIGH YIELD CORP BD
-$28.8K
1,227
-50%
减持
DE
DEERE & CO
-$28.5K
75
-51%
减持
AMD
ADVANCED MICRO DEVICES INC
-$27.4K
3
-98%
减持
—
SMURFIT WESTROCK PLC SHS
-$26.7K
712
-50%
清仓
BAB
INVESCO TR II ETF TAXABLE MUN BD
-$26.5K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS COM
-$26.3K
259
-73%
清仓
IPKW
INVESCO TR II ETF INTL BUYBACK ACHIEVERS
-$25.7K
0
-100%
清仓
CPSF
CALAMOS TR S&P 500 ETF STRUCTURED ALT PROTECTION FEBRUARY
-$25.6K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$24.7K
0
-100%
减持
—
CHECK POINT SOFTWARE TECH LTD
-$24.6K
251
-23%
清仓
VRT
VERTIV HOLDINGS LLC CL A
-$23.3K
0
-100%
