Kohmann Bosshard Financial Services, LLC
FAIRLAWN OH · SEC CIK 0001696615
$11.79亿2026Q2 申报市值
229持仓数
63.2%前十大占比 · 第一大 19.7%
12 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VBIL 加仓+$2,176.33万
SCHZ 加仓+$1,236.76万
VCSH 加仓+$1,214.64万
SCHX 加仓+$946.80万
SCHP 加仓+$473.09万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$2,051.52万
BIL 减仓-$384.62万
SCHD 减仓-$132.18万
BSCX 清仓-$116.05万
MUB 清仓-$65.87万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB U.S. LARGE-CAP | $2.33亿 | 19.74% | 7,904,940 | 321,711 | 4.2% | $946.80万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED | $1.11亿 | 9.40% | 1,555,850 | 53,366 | 3.6% | $380.23万 | 加仓 |
| VCSH | VANGUARD SHORT TERM COR | $9,007.12万 | 7.64% | 1,139,709 | 153,693 | 15.6% | $1,214.64万 | 加仓 |
| SCHZ | SCHWAB U.S. AGGREGATE | $8,917.77万 | 7.57% | 3,855,498 | 534,699 | 16.1% | $1,236.76万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP | $5,213.26万 | 4.42% | 1,442,916 | 36,451 | 2.6% | $131.70万 | 加仓 |
| SCHP | SCHWAB U.S. TIPS ETF | $4,410.96万 | 3.74% | 1,664,512 | 178,523 | 12.0% | $473.09万 | 加仓 |
| VIG | VANGUARD DIVIDEND | $4,105.95万 | 3.48% | 173,525 | 3,633 | 2.1% | $85.96万 | 加仓 |
| SPHY | STATE STREET SPDR | $2,934.34万 | 2.49% | 1,251,852 | 133,347 | 11.9% | $312.57万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE | $2,829.35万 | 2.40% | 293,410 | 15,501 | 5.6% | $149.48万 | 加仓 |
| VUG | VANGUARD GROWTH INDEX | $2,779.71万 | 2.36% | 322,697 | 22,673 | 7.6% | $195.31万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $2,527.70万 | 2.14% | 36,803 | 3,276 | 9.8% | $225.00万 | 加仓 |
| VBIL | VANGUARD 0-3 MONTH | $2,522.48万 | 2.14% | 333,308 | 287,570 | 628.7% | $2,176.33万 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEX | $2,342.60万 | 1.99% | 77,283 | -1,464 | -1.9% | -$44.38万 | 减仓 |
| HDV | ISHARES CORE HIGH | $2,318.41万 | 1.97% | 845,826 | 27,036 | 3.3% | $74.11万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING | $2,234.90万 | 1.90% | 374,418 | 19,205 | 5.4% | $114.63万 | 加仓 |
| SCHD | SCHWAB U.S. DIVIDEND | $1,857.82万 | 1.58% | 585,877 | -41,683 | -6.6% | -$132.18万 | 减仓 |
| SPYM | STATE STREET SPDR | $1,560.02万 | 1.32% | 177,517 | -4,650 | -2.6% | -$40.86万 | 减仓 |
| AAPL | APPLE INC | $1,341.01万 | 1.14% | 46,344 | -71 | -0.2% | -$2.05万 | 减仓 |
| VBR | VANGUARD SMALL-CAP VALUE | $1,277.22万 | 1.08% | 52,563 | 808 | 1.6% | $19.63万 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL | $1,105.37万 | 0.94% | 118,373 | 1,705 | 1.5% | $15.92万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL | $1,035.98万 | 0.88% | 374,000 | 22,231 | 6.3% | $61.58万 | 加仓 |
| BIL | STATE STREET SPDR | $991.48万 | 0.84% | 108,193 | -41,971 | -28.0% | -$384.62万 | 减仓 |
| VV | VANGUARD LARGE-CAP INDEX | $737.21万 | 0.63% | 21,436 | 139 | 0.7% | $4.78万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $723.39万 | 0.61% | 196,201 | -9,026 | -4.4% | -$33.28万 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $671.33万 | 0.57% | 72,757 | 23 | 0.0% | $2,122 | 加仓 |
| NVDA | NVIDIA CORP | $620.42万 | 0.53% | 31,007 | -257 | -0.8% | -$5.14万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS | $509.57万 | 0.43% | 140,532 | -2,337 | -1.6% | -$8.47万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH | $505.15万 | 0.43% | 50,179 | -203,788 | -80.2% | -$2,051.52万 | 减仓 |
| IVV | ISHARES CORE S&P 500 | $470.90万 | 0.40% | 6,288 | -29 | -0.5% | -$2.17万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE | $450.88万 | 0.38% | 22,818 | -500 | -2.1% | -$9.88万 | 减仓 |
| VSS | VANGUARD FTSE ALL-WORLD | $441.75万 | 0.37% | 28,631 | -22 | -0.1% | -$3,394 | 减仓 |
| VTI | VANGUARD TOTAL STOCK | $414.32万 | 0.35% | 11,197 | -427 | -3.7% | -$15.80万 | 减仓 |
| SPSM | STATE STREET SPDR | $396.80万 | 0.34% | 68,806 | -2,097 | -3.0% | -$12.09万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH | $396.43万 | 0.34% | 28,825 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P | $340.03万 | 0.29% | 4,553 | 4 | 0.1% | $2,987 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND | $339.97万 | 0.29% | 21,513 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP | $318.25万 | 0.27% | 94,045 | -1,793 | -1.9% | -$6.07万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND | $304.48万 | 0.26% | 40,174 | -261 | -0.6% | -$1.98万 | 减仓 |
| SPMD | STATE STREET SPDR | $291.99万 | 0.25% | 43,219 | -954 | -2.2% | -$6.45万 | 减仓 |
| MSFT | MICROSOFT CORP | $287.14万 | 0.24% | 7,698 | -59 | -0.8% | -$2.20万 | 减仓 |
| SPDW | STATE STREET SPDR | $286.30万 | 0.24% | 56,817 | -746 | -1.3% | -$3.76万 | 减仓 |
| GOOG | ALPHABET INC | $272.92万 | 0.23% | 7,724 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $266.76万 | 0.23% | 7,465 | 9 | 0.1% | $3,216 | 加仓 |
| IJR | ISHARES CORE S&P | $251.61万 | 0.21% | 16,965 | -180 | -1.0% | -$2.67万 | 减仓 |
| BSCS | INVESCO BULLETSHARES | $246.84万 | 0.21% | 121,210 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL | $239.65万 | 0.20% | 49,803 | -44 | -0.1% | -$2,117 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP | $239.34万 | 0.20% | 31,039 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO BULLETSHARES | $235.54万 | 0.20% | 120,635 | -3,636 | -2.9% | -$7.10万 | 减仓 |
| FE | FIRSTENERGY CORP | $227.29万 | 0.19% | 47,810 | -324 | -0.7% | -$1.54万 | 减仓 |
| SPEM | STATE STREET SPDR | $222.26万 | 0.19% | 42,924 | -813 | -1.9% | -$4.21万 | 减仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $220.00万 | 0.19% | 61,008 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC | $218.20万 | 0.19% | 9,155 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $214.91万 | 0.18% | 2,918 | 1 | 0.0% | $736 | 加仓 |
| IVE | ISHARES S&P 500 VALUE | $208.87万 | 0.18% | 9,199 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $207.80万 | 0.18% | 87,755 | 2,523 | 3.0% | $5.97万 | 加仓 |
| USRT | ISHARES CORE U.S. REIT | $201.59万 | 0.17% | 30,337 | 485 | 1.6% | $3.22万 | 加仓 |
| SCHY | SCHWAB INTERNATIONAL | $187.31万 | 0.16% | 59,034 | -748 | -1.3% | -$2.37万 | 减仓 |
| BSCU | INVESCO BULLETSHARES | $185.29万 | 0.16% | 111,320 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $181.67万 | 0.15% | 1,706 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MID-CAP | $180.66万 | 0.15% | 16,376 | 34 | 0.2% | $3,751 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $160.87万 | 0.14% | 4,915 | -67 | -1.3% | -$2.19万 | 减仓 |
| BILS | STATE STREET SPDR | $152.19万 | 0.13% | 15,314 | -1,062 | -6.5% | -$10.55万 | 减仓 |
| AGG | ISHARES CORE U.S. | $151.33万 | 0.13% | 15,289 | 601 | 4.1% | $5.95万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY | $145.14万 | 0.12% | 7,618 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE INDEX | $141.23万 | 0.12% | 6,480 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $140.24万 | 0.12% | 4,479 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD | $139.72万 | 0.12% | 16,683 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $137.99万 | 0.12% | 3,653 | 5 | 0.1% | $1,889 | 加仓 |
| META | META PLATFORMS INC | $134.06万 | 0.11% | 2,380 | -27 | -1.1% | -$1.52万 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND | $125.65万 | 0.11% | 8,039 | -395 | -4.7% | -$6.17万 | 减仓 |
| IGRO | ISHARES INTERNATIONAL | $121.81万 | 0.10% | 13,853 | 1,007 | 7.8% | $8.85万 | 加仓 |
| EWG | ISHARES MSCI GERMANY | $121.24万 | 0.10% | 29,307 | 3,764 | 14.7% | $15.57万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES | $120.92万 | 0.10% | 15,226 | -286 | -1.8% | -$2.27万 | 减仓 |
| BSCT | INVESCO BULLETSHARES | $118.42万 | 0.10% | 63,754 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $117.88万 | 0.10% | 1,545 | 3 | 0.2% | $2,289 | 加仓 |
| NFLX | NETFLIX INC | $117.57万 | 0.10% | 16,466 | 32 | 0.2% | $2,285 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $117.19万 | 0.10% | 2,342 | -10 | -0.4% | -$5,004 | 减仓 |
| SPTS | STATE STREET SPDR | $115.98万 | 0.10% | 39,979 | 308 | 0.8% | $8,935 | 加仓 |
| WAB | WABTEC | $114.88万 | 0.10% | 4,261 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC F | $111.11万 | 0.09% | 9,731 | 77 | 0.8% | $8,792 | 加仓 |
| SPSB | STATE STREET SPDR | $110.13万 | 0.09% | 36,698 | 4,738 | 14.8% | $14.22万 | 加仓 |
| — | EXXON MOBIL CORP | $109.73万 | 0.09% | 8,026 | 568 | 7.6% | $7.77万 | 加仓 |
| BSCR | INVESCO BULLETSHARES | $108.21万 | 0.09% | 55,169 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKET | $107.84万 | 0.09% | 4,380 | -67 | -1.5% | -$1.65万 | 减仓 |
| IWY | ISHARES RUSSELL TOP 200 | $106.54万 | 0.09% | 3,666 | 56 | 1.6% | $1.63万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX | $103.33万 | 0.09% | 12,825 | -19 | -0.1% | -$1,531 | 减仓 |
| IWX | ISHARES RUSSELL TOP 200 | $100.70万 | 0.09% | 9,576 | 178 | 1.9% | $1.87万 | 加仓 |
| — | VANGUARD TARGET MATURITY | $99.93万 | 0.08% | 13,241 | 13,241 | — | $99.93万 | 新建仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND | $97.21万 | 0.08% | 19,220 | -243 | -1.2% | -$1.23万 | 减仓 |
| IJJ | ISHARES S&P MID-CAP 400 | $93.81万 | 0.08% | 6,350 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 | $90.31万 | 0.08% | 2,205 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $89.92万 | 0.08% | 2,441 | 0 | 0.0% | — | 不变 |
| — | VANGUARD TARGET MATURITY | $85.92万 | 0.07% | 11,377 | 11,377 | — | $85.92万 | 新建仓 |
| SPYD | STATE STREET SPDR | $84.51万 | 0.07% | 17,713 | -115 | -0.6% | -$5,487 | 减仓 |
| FLTR | VANECK IG FLOATING RATE | $83.08万 | 0.07% | 32,442 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD | $81.92万 | 0.07% | 9,912 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 | $81.33万 | 0.07% | 2,707 | 7 | 0.3% | $2,103 | 加仓 |
| DE | DEERE & CO | $81.19万 | 0.07% | 1,280 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $80.45万 | 0.07% | 7,104 | 0 | 0.0% | — | 不变 |
| BSCV | INVESCO BULLETSHARES | $80.25万 | 0.07% | 48,975 | 0 | 0.0% | — | 不变 |