Kohmann Bosshard Financial Services, LLC
FAIRLAWN OH · SEC CIK 0001696615
$10.28亿2026Q1 申报市值
209持仓数
62.2%前十大占比 · 第一大 18.9%
2 / 862新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHX 加仓+$1,166.28万
SCHZ 加仓+$875.83万
VCSH 加仓+$831.34万
VEA 加仓+$457.51万
VBIL 新建仓+$346.01万
2026Q1 卖出最多 按季末市值估算
SCHWAB US TREASU 清仓-$1,702.57万
SCHWAB GOVERNMEN 清仓-$1,317.32万
SCHWAB PRIME ADV 清仓-$597.32万
SCHWAB PRIME ADV 清仓-$448.91万
BIL 减仓-$346.17万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | $23.63万 | 0.02% | 1,738 | 234 | 15.6% | $3.18万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $23.72万 | 0.02% | 1,638 | 0 | 0.0% | — | 不变 |
| BSCZ | INVESCO BULLETSHARES | $23.81万 | 0.02% | 11,602 | 2,395 | 26.0% | $4.91万 | 加仓 |
| HY | HYSTER YALE INC | $23.88万 | 0.02% | 7,346 | 0 | 0.0% | — | 不变 |
| EEMS | ISHARES MSCI EMERGING | $24.20万 | 0.02% | 3,498 | -6 | -0.2% | -$415 | 减仓 |
| BSMQ | INVESCO BULLETSHARES (R) | $24.34万 | 0.02% | 10,302 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI USA | $24.70万 | 0.02% | 1,029 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $24.71万 | 0.02% | 1,591 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO. INC. | $24.80万 | 0.02% | 2,062 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE | $24.84万 | 0.02% | 1,219 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC F | $25.10万 | 0.02% | 1,135 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE U.S. QUALITY | $25.41万 | 0.02% | 2,893 | 0 | 0.0% | — | 不变 |
| ISCV | ISHARES MORNINGSTAR | $25.59万 | 0.02% | 3,681 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD INTER-TERM | $25.67万 | 0.02% | 4,310 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $25.84万 | 0.03% | 223 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC F | $26.08万 | 0.03% | 526 | 14 | 2.7% | $6,941 | 加仓 |
| IWD | ISHARES RUSSELL 1000 | $26.21万 | 0.03% | 1,227 | 1 | 0.1% | $214 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $26.36万 | 0.03% | 2,013 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X U.S. PREFERRED | $27.55万 | 0.03% | 14,972 | 0 | 0.0% | — | 不变 |
| AON | AON PLC F | $27.73万 | 0.03% | 859 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $27.89万 | 0.03% | 12,290 | 38 | 0.3% | $862 | 加仓 |
| HSBC | HSBC HLDGS PLC F | $29.23万 | 0.03% | 3,544 | -169 | -4.6% | -$1.39万 | 减仓 |
| FREL | FIDELITY MSCI REAL | $29.95万 | 0.03% | 11,131 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $30.03万 | 0.03% | 1,519 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP NEW | $30.03万 | 0.03% | 14,979 | -2,000 | -11.8% | -$4.01万 | 减仓 |
| MS | MORGAN STANLEY | $30.10万 | 0.03% | 1,829 | 0 | 0.0% | — | 不变 |
| BSCW | INVESCO BULLETSHARES | $31.03万 | 0.03% | 15,072 | 2,387 | 18.8% | $4.91万 | 加仓 |
| BSMU | INVESCO BULLETSHARES | $31.04万 | 0.03% | 14,232 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH | $31.11万 | 0.03% | 763 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP | $31.11万 | 0.03% | 2,150 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS | $31.16万 | 0.03% | 3,013 | -585 | -16.3% | -$6.05万 | 减仓 |
| SPIP | STATE STREET SPDR | $31.26万 | 0.03% | 12,018 | -107 | -0.9% | -$2,783 | 减仓 |
| AME | AMETEK INC NEW | $31.49万 | 0.03% | 1,469 | -83 | -5.3% | -$1.78万 | 减仓 |
| RTX | RTX CORP | $31.71万 | 0.03% | 1,644 | 266 | 19.3% | $5.13万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $31.78万 | 0.03% | 2,745 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $32.64万 | 0.03% | 1,026 | 34 | 3.4% | $1.08万 | 加仓 |
| MA | MASTERCARD INC | $33.03万 | 0.03% | 661 | 0 | 0.0% | — | 不变 |
| IBM | IBM CORP | $33.57万 | 0.03% | 1,385 | 1 | 0.1% | $242 | 加仓 |
| BNDX | VANGUARD TOTAL | $33.64万 | 0.03% | 7,002 | -46 | -0.7% | -$2,210 | 减仓 |
| XLV | STATE STREET HEALTH CARE | $35.19万 | 0.03% | 2,400 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $35.35万 | 0.03% | 2,448 | -102 | -4.0% | -$1.47万 | 减仓 |
| VBK | VANGUARD SMALL-CAP | $35.51万 | 0.03% | 1,175 | 0 | 0.0% | — | 不变 |
| — | CAMBIAR AGGRESSIVE VALUE | $35.61万 | 0.03% | 11,482 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET | $35.63万 | 0.03% | 14,196 | 894 | 6.7% | $2.24万 | 加仓 |
| LLY | ELI LILLY AND CO | $37.35万 | 0.04% | 406 | 10 | 2.5% | $9,199 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $37.83万 | 0.04% | 11,281 | 0 | 0.0% | — | 不变 |
| FLRN | STATE STREET SPDR | $39.27万 | 0.04% | 12,759 | 4,151 | 48.2% | $12.78万 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP | $39.36万 | 0.04% | 3,323 | 13 | 0.4% | $1,540 | 加仓 |
| USHY | ISHARES BROAD USD HIGH | $40.58万 | 0.04% | 11,015 | -180 | -1.6% | -$6,631 | 减仓 |
| MCD | MCDONALDS CORP | $40.87万 | 0.04% | 1,315 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X DAX GERMANY | $42.46万 | 0.04% | 10,071 | -11 | -0.1% | -$464 | 减仓 |
| CINF | CINCINNATI FINL CORP | $42.59万 | 0.04% | 2,707 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $42.83万 | 0.04% | 4,410 | -6 | -0.1% | -$583 | 减仓 |
| DFUS | DIMENSIONAL U.S. EQUITY | $43.23万 | 0.04% | 6,097 | -669 | -9.9% | -$4.74万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $44.04万 | 0.04% | 1,347 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $44.96万 | 0.04% | 2,468 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL 1000 | $46.16万 | 0.04% | 4,209 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC F | $46.18万 | 0.04% | 1,291 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $48.79万 | 0.05% | 4,243 | -100 | -2.3% | -$1.15万 | 减仓 |
| CSCO | CISCO SYS INC | $48.83万 | 0.05% | 6,293 | -81 | -1.3% | -$6,285 | 减仓 |
| — | HONEYWELL INTL INC | $49.96万 | 0.05% | 2,211 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $50.60万 | 0.05% | 8,063 | -3,033 | -27.3% | -$19.03万 | 减仓 |
| CMI | CUMMINS INC | $50.60万 | 0.05% | 941 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL | $50.84万 | 0.05% | 5,395 | -51 | -0.9% | -$4,806 | 减仓 |
| VGK | VANGUARD FTSE EUROPE | $51.48万 | 0.05% | 6,245 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $52.32万 | 0.05% | 1,645 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY | $53.53万 | 0.05% | 2,791 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $55.07万 | 0.05% | 2,532 | -13 | -0.5% | -$2,827 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $56.27万 | 0.05% | 3,244 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ON F | $57.29万 | 0.06% | 6,140 | 0 | 0.0% | — | 不变 |
| RWR | STATE STREET SPDR DOW | $57.47万 | 0.06% | 5,692 | -35 | -0.6% | -$3,534 | 减仓 |
| LRGF | ISHARES U.S. EQUITY | $57.70万 | 0.06% | 8,743 | 8,743 | — | $57.70万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $58.89万 | 0.06% | 2,409 | -1 | -0.0% | -$244 | 减仓 |
| IJK | ISHARES S&P MID-CAP 400 | $59.41万 | 0.06% | 5,904 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $60.20万 | 0.06% | 1,542 | 7 | 0.5% | $2,733 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 | $60.50万 | 0.06% | 11,090 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP OH | $64.29万 | 0.06% | 3,243 | -200 | -5.8% | -$3.96万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL | $65.59万 | 0.06% | 3,417 | -1 | -0.0% | -$192 | 减仓 |
| MUB | ISHARES NATIONAL MUNI | $65.87万 | 0.06% | 6,205 | -233 | -3.6% | -$2.47万 | 减仓 |
| RIG | TRANSOCEAN LTD F | $66.30万 | 0.06% | 100,000 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $66.80万 | 0.07% | 2,031 | -54 | -2.6% | -$1.78万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 | $66.96万 | 0.07% | 2,700 | -89 | -3.2% | -$2.21万 | 减仓 |
| TSLA | TESLA INC | $68.94万 | 0.07% | 1,854 | 6 | 0.3% | $2,231 | 加仓 |
| DE | DEERE & CO | $72.10万 | 0.07% | 1,280 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE | $74.29万 | 0.07% | 8,206 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 | $78.62万 | 0.08% | 2,205 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $79.36万 | 0.08% | 459 | 1 | 0.2% | $1,729 | 加仓 |
| SHW | SHERWIN-WILLIAMS CO | $80.06万 | 0.08% | 2,497 | -532 | -17.6% | -$17.06万 | 减仓 |
| BSCV | INVESCO BULLETSHARES | $80.61万 | 0.08% | 48,975 | 50 | 0.1% | $823 | 加仓 |
| SPYD | STATE STREET SPDR | $81.15万 | 0.08% | 17,828 | -791 | -4.2% | -$3.60万 | 减仓 |
| VCIT | VANGUARD | $82.02万 | 0.08% | 9,912 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK IG FLOATING RATE | $82.66万 | 0.08% | 32,442 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 | $84.14万 | 0.08% | 6,350 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES RUSSELL TOP 200 | $87.09万 | 0.08% | 9,398 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $88.28万 | 0.09% | 7,104 | 90 | 1.3% | $1.12万 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 | $89.83万 | 0.09% | 3,610 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY INDEX | $90.59万 | 0.09% | 5,235 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKET | $91.52万 | 0.09% | 4,447 | -2,338 | -34.5% | -$48.12万 | 减仓 |
| VO | VANGUARD MID-CAP INDEX | $92.21万 | 0.09% | 3,211 | 0 | 0.0% | — | 不变 |
| SPSB | STATE STREET SPDR | $96.10万 | 0.09% | 31,960 | -353 | -1.1% | -$1.06万 | 减仓 |