13F 机构持仓

Kohmann Bosshard Financial Services, LLC

FAIRLAWN OH · SEC CIK 0001696615

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$11.79亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHX 19.7%
VEA 9.4%
VCSH 7.6%
SCHZ 7.6%
SCHA 4.4%
SCHP 3.7%
VIG 3.5%
SPHY 2.5%
VNQ 2.4%
VUG 2.4%

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
BSCX INVESCO BULLETSHARES $00.00%0 -54,872-100.0% -$116.05万 清仓
MUB ISHARES NATIONAL MUNI $00.00%0 -6,205-100.0% -$65.87万 清仓
CACI CACI INTL INC $00.00%0 -427-100.0% -$23.22万 清仓
CVX CHEVRON CORP NEW $00.00%0 -1,047-100.0% -$21.66万 清仓
COST COSTCO WHSL CORP NEW $00.00%0 -201-100.0% -$20.06万 清仓
— GLOBAL BROKERAGE INC $20.00%16,000 00.0% — 不变
— TAP REAL ESTATE TECHNOLO $370.00%183,875 -1,475-0.8% -$0 减仓
— TRINSEO PLC ORDF $710.00%44,605 00.0% — 不变
— AMERICAN BITCOIN CORP $1.27万0.00%18,683 8,68386.8% $5,914 加仓
IAUX I-80 GOLD CORP F $2.16万0.00%15,000 00.0% — 不变
PTON PELOTON INTERACTIVE INC $11.94万0.01%20,200 00.0% — 不变
HBAN HUNTINGTON BANCSHARES IN $19.51万0.02%11,006 -3,233-22.7% -$5.73万 减仓
SFL SFL CORP LTD F $20.40万0.02%20,000 00.0% — 不变
BHP BHP GROUP LTD F $20.48万0.02%2,458 2,458— $20.48万 新建仓
AXP AMERICAN EXPRESS CO $20.60万0.02%609 00.0% — 重新持有
VTIP VANGUARD SHORT-TERM $20.61万0.02%4,104 00.0% — 不变
RIO RIO TINTO PLC F $20.67万0.02%2,177 00.0% — 不变
AMD ADVANCED MICRO DEVICES I $20.85万0.02%359 7426.0% $4.30万 重新持有
V VISA INC $20.88万0.02%609 00.0% — 重新持有
TMO THERMO FISHER SCIENTIFIC $21.46万0.02%428 00.0% — 不变
PEP PEPSICO INC $21.54万0.02%1,591 00.0% — 不变
OKE ONEOK INC NEW $21.66万0.02%2,491 00.0% — 不变
ORCL ORACLE CORP $21.89万0.02%1,494 00.0% — 不变
GEV GE VERNOVA INC $22.20万0.02%189 -60-24.1% -$7.05万 重新持有
TKR TIMKEN CO $22.21万0.02%1,528 -1-0.1% -$145 重新持有
TTD THE TRADE DESK INC $22.22万0.02%12,291 10.0% $18 加仓
UNP UNION PAC CORP $22.74万0.02%836 00.0% — 不变
KO THE COCA-COLA CO $23.24万0.02%2,859 -70-2.4% -$5,689 减仓
DLN WISDOMTREE U.S. LARGECAP $23.50万0.02%2,440 00.0% — 不变
RPM RPM INTL INC $23.55万0.02%2,119 -200-8.6% -$2.22万 减仓
IWV ISHARES RUSSELL 3000 $23.67万0.02%555 00.0% — 不变
BSCZ INVESCO BULLETSHARES $23.75万0.02%11,602 00.0% — 不变
STE STERIS PLC F $23.90万0.02%1,135 00.0% — 不变
BSMQ INVESCO BULLETSHARES (R) $24.26万0.02%10,302 00.0% — 不变
HONA HONEYWELL AEROSPACE INC $24.43万0.02%1,105 1,105— $24.43万 新建仓
HON HONEYWELL INTL INC $24.74万0.02%1,105 -1,106-50.0% -$24.76万 减仓
RJF RAYMOND JAMES FINL INC $24.90万0.02%1,638 00.0% — 不变
VGIT VANGUARD INTER-TERM $25.42万0.02%4,310 00.0% — 不变
DUK DUKE ENERGY CORP NEW $25.48万0.02%2,013 00.0% — 不变
PFFD GLOBAL X U.S. PREFERRED $25.50万0.02%13,644 -1,328-8.9% -$2.48万 减仓
HY HYSTER YALE INC $25.76万0.02%7,346 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $25.81万0.02%621 -60-8.8% -$2.49万 重新持有
GE GE AEROSPACE $25.94万0.02%694 00.0% — 重新持有
SMH VANECK SEMICONDUCTOR $26.24万0.02%400 00.0% — 重新持有
MRK MERCK & CO. INC. $26.50万0.02%2,062 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR M F $26.51万0.02%555 377.1% $1.77万 重新持有
AAOI APPLIED OPTOELECTRONICS $26.51万0.02%1,789 20012.6% $2.96万 重新持有
EEMS ISHARES MSCI EMERGING $26.55万0.02%3,498 00.0% — 不变
VOOV VANGUARD S&P 500 VALUE $26.72万0.02%1,219 00.0% — 不变
AIT APPLIED INDL TECHNOLOGIE $26.88万0.02%795 00.0% — 不变
LIN LINDE PLC F $27.30万0.02%526 00.0% — 不变
ING ING GROEP N V F $27.38万0.02%8,725 00.0% — 不变
DGRW WISDOMTREE U.S. QUALITY $27.66万0.02%2,893 00.0% — 不变
AON AON PLC F $28.49万0.02%859 00.0% — 不变
ISCV ISHARES MORNINGSTAR $28.91万0.02%3,691 100.3% $783 加仓
AIQ GLOBAL X ARTIFICIAL $29.49万0.03%4,495 4,495— $29.49万 新建仓
TDG TRANSDIGM GROUP INC $29.70万0.03%223 00.0% — 不变
IWD ISHARES RUSSELL 1000 $30.40万0.03%1,254 272.2% $6,544 加仓
— VANGUARD TOTAL $30.42万0.03%3,969 3,969— $30.42万 新建仓
STIP ISHARES 0-5 YEAR TIPS $30.78万0.03%3,013 00.0% — 不变
SPIP STATE STREET SPDR $30.86万0.03%12,018 00.0% — 不变
BSCW INVESCO BULLETSHARES $30.91万0.03%15,072 00.0% — 不变
SXI STANDEX INTL CORP $31.01万0.03%867 00.0% — 不变
RTX RTX CORP $31.19万0.03%1,644 00.0% — 不变
BSMU INVESCO BULLETSHARES $31.19万0.03%14,232 00.0% — 不变
WEC WEC ENERGY GROUP INC $32.05万0.03%2,745 00.0% — 不变
FREL FIDELITY MSCI REAL $32.61万0.03%11,131 00.0% — 不变
HSBC HSBC HLDGS PLC F $33.70万0.03%3,544 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $33.79万0.03%2,238 2,238— $33.79万 新建仓
MA MASTERCARD INC $33.95万0.03%661 00.0% — 不变
PG PROCTER & GAMBLE CO $34.06万0.03%2,323 -125-5.1% -$1.83万 减仓
BSX BOSTON SCIENTIFIC CORP $34.41万0.03%8,063 00.0% — 不变
WELL WELLTOWER INC $34.48万0.03%1,519 00.0% — 不变
KEY KEYCORP NEW $34.53万0.03%14,979 00.0% — 不变
MTUM ISHARES MSCI USA $35.28万0.03%1,029 00.0% — 不变
AME AMETEK INC NEW $35.54万0.03%1,469 00.0% — 不变
MCD MCDONALDS CORP $35.55万0.03%1,315 00.0% — 不变
KMI KINDER MORGAN INC DEL $36.07万0.03%11,281 00.0% — 不变
AMAT APPLIED MATLS INC $36.15万0.03%500 00.0% — 重新持有
LRCX LAM RESH CORP $36.89万0.03%851 80.9% $3,468 重新持有
IBM IBM CORP $37.45万0.03%1,332 -53-3.8% -$1.49万 减仓
BNDX VANGUARD TOTAL $37.97万0.03%7,840 83812.0% $4.06万 加仓
XLV STATE STREET HEALTH CARE $38.08万0.03%2,400 00.0% — 不变
MS MORGAN STANLEY $38.19万0.03%1,827 -2-0.1% -$418 减仓
VOOG VANGUARD S&P 500 GROWTH $38.20万0.03%4,624 461.0% $3,801 加仓
IJT ISHARES S&P SMALL-CAP $38.40万0.03%2,150 00.0% — 不变
— CAMBIAR AGGRESSIVE VALUE $39.24万0.03%11,482 00.0% — 不变
FLRN STATE STREET SPDR $39.55万0.03%12,820 610.5% $1,882 加仓
USHY ISHARES BROAD USD HIGH $40.17万0.03%10,850 -165-1.5% -$6,108 减仓
ADI ANALOG DEVICES INC $40.35万0.03%1,016 -10-1.0% -$3,972 减仓
PSX PHILLIPS 66 $41.72万0.04%2,468 00.0% — 不变
VBK VANGUARD SMALL-CAP $42.90万0.04%1,173 -2-0.2% -$731 减仓
SCHB SCHWAB U.S. BROAD MARKET $44.13万0.04%15,239 1,0437.3% $3.02万 加仓
GLW CORNING INC $44.40万0.04%1,738 00.0% — 不变
IJS ISHARES S&P SMALL-CAP $45.43万0.04%3,324 10.0% $137 加仓
EFA ISHARES MSCI EAFE ETF $45.86万0.04%4,415 50.1% $519 加仓
LLY ELI LILLY AND CO $46.18万0.04%385 -21-5.2% -$2.52万 减仓
RIG TRANSOCEAN LTD F $48.90万0.04%100,000 00.0% — 不变
MAR MARRIOTT INTL INC NEW $49.90万0.04%1,347 00.0% — 不变
BX BLACKSTONE INC $49.93万0.04%4,243 00.0% — 不变