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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL U.S. EQUITY | $49.96万 | 0.04% | 6,097 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $50.12万 | 0.04% | 2,707 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL | $51.99万 | 0.04% | 5,294 | -101 | -1.9% | -$9,918 | 减仓 |
| — | GLOBAL X DAX GERMANY | $52.10万 | 0.04% | 11,795 | 1,724 | 17.1% | $7.61万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 | $53.79万 | 0.05% | 4,209 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $54.07万 | 0.05% | 3,244 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC F | $55.18万 | 0.05% | 1,295 | 4 | 0.3% | $1,704 | 加仓 |
| VGK | VANGUARD FTSE EUROPE | $55.29万 | 0.05% | 6,245 | 0 | 0.0% | — | 不变 |
| SCYB | SCHWAB HIGH YIELD BOND | $58.19万 | 0.05% | 22,226 | 18,895 | 567.2% | $49.47万 | 重新持有 |
| OEF | ISHARES S&P 100 ETF | $60.19万 | 0.05% | 1,645 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $61.20万 | 0.05% | 2,410 | 1 | 0.0% | $254 | 加仓 |
| ABBV | ABBVIE INC | $61.55万 | 0.05% | 2,446 | -86 | -3.4% | -$2.16万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY | $61.97万 | 0.05% | 2,824 | 33 | 1.2% | $7,241 | 加仓 |
| INTC | INTEL CORP | $62.07万 | 0.05% | 4,445 | -234 | -5.0% | -$3.27万 | 减仓 |
| RWR | STATE STREET SPDR DOW | $64.00万 | 0.05% | 5,665 | -27 | -0.5% | -$3,050 | 减仓 |
| LRGF | ISHARES U.S. EQUITY | $66.12万 | 0.06% | 8,743 | 0 | 0.0% | — | 不变 |
| SOXQ | INVESCO PHLX | $67.09万 | 0.06% | 5,985 | 5,985 | — | $67.09万 | 新建仓 |
| CMI | CUMMINS INC | $67.10万 | 0.06% | 941 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO S&P 500 TOP 50 | $67.90万 | 0.06% | 11,090 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 | $69.33万 | 0.06% | 5,900 | -4 | -0.1% | -$470 | 减仓 |
| PGR | PROGRESSIVE CORP OH | $70.69万 | 0.06% | 3,236 | -7 | -0.2% | -$1,529 | 减仓 |
| HD | HOME DEPOT INC | $71.63万 | 0.06% | 2,031 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL | $72.71万 | 0.06% | 3,417 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $73.67万 | 0.06% | 6,272 | -21 | -0.3% | -$2,467 | 减仓 |
| TD | TORONTO DOMINION BK ON F | $74.56万 | 0.06% | 6,140 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $77.43万 | 0.07% | 1,841 | -13 | -0.7% | -$5,468 | 减仓 |
| SHW | SHERWIN-WILLIAMS CO | $77.73万 | 0.07% | 2,257 | -240 | -9.6% | -$8.27万 | 减仓 |
| MELI | MERCADOLIBRE INC | $78.42万 | 0.07% | 462 | 3 | 0.7% | $5,092 | 加仓 |
| VDE | VANGUARD ENERGY INDEX | $78.59万 | 0.07% | 5,235 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE | $79.08万 | 0.07% | 8,188 | -18 | -0.2% | -$1,738 | 减仓 |
| — | VANGUARD TARGET MATURITY | $79.92万 | 0.07% | 10,561 | 10,561 | — | $79.92万 | 新建仓 |
| — | VANGUARD TARGET MATURITY | $80.06万 | 0.07% | 10,591 | 10,591 | — | $80.06万 | 新建仓 |
| — | VANGUARD TARGET MATURITY | $80.11万 | 0.07% | 10,579 | 10,579 | — | $80.11万 | 新建仓 |
| — | VANGUARD TARGET MATURITY | $80.23万 | 0.07% | 10,603 | 10,603 | — | $80.23万 | 新建仓 |
| BSCV | INVESCO BULLETSHARES | $80.25万 | 0.07% | 48,975 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $80.45万 | 0.07% | 7,104 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $81.19万 | 0.07% | 1,280 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 | $81.33万 | 0.07% | 2,707 | 7 | 0.3% | $2,103 | 加仓 |
| VCIT | VANGUARD | $81.92万 | 0.07% | 9,912 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK IG FLOATING RATE | $83.08万 | 0.07% | 32,442 | 0 | 0.0% | — | 不变 |
| SPYD | STATE STREET SPDR | $84.51万 | 0.07% | 17,713 | -115 | -0.6% | -$5,487 | 减仓 |
| — | VANGUARD TARGET MATURITY | $85.92万 | 0.07% | 11,377 | 11,377 | — | $85.92万 | 新建仓 |
| GLD | SPDR GOLD SHARES | $89.92万 | 0.08% | 2,441 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 | $90.31万 | 0.08% | 2,205 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 | $93.81万 | 0.08% | 6,350 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND | $97.21万 | 0.08% | 19,220 | -243 | -1.2% | -$1.23万 | 减仓 |
| — | VANGUARD TARGET MATURITY | $99.93万 | 0.08% | 13,241 | 13,241 | — | $99.93万 | 新建仓 |
| IWX | ISHARES RUSSELL TOP 200 | $100.70万 | 0.09% | 9,576 | 178 | 1.9% | $1.87万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX | $103.33万 | 0.09% | 12,825 | -19 | -0.1% | -$1,531 | 减仓 |
| IWY | ISHARES RUSSELL TOP 200 | $106.54万 | 0.09% | 3,666 | 56 | 1.6% | $1.63万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET | $107.84万 | 0.09% | 4,380 | -67 | -1.5% | -$1.65万 | 减仓 |
| BSCR | INVESCO BULLETSHARES | $108.21万 | 0.09% | 55,169 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $109.73万 | 0.09% | 8,026 | 568 | 7.6% | $7.77万 | 加仓 |
| SPSB | STATE STREET SPDR | $110.13万 | 0.09% | 36,698 | 4,738 | 14.8% | $14.22万 | 加仓 |
| SHOP | SHOPIFY INC F | $111.11万 | 0.09% | 9,731 | 77 | 0.8% | $8,792 | 加仓 |
| WAB | WABTEC | $114.88万 | 0.10% | 4,261 | 0 | 0.0% | — | 不变 |
| SPTS | STATE STREET SPDR | $115.98万 | 0.10% | 39,979 | 308 | 0.8% | $8,935 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $117.19万 | 0.10% | 2,342 | -10 | -0.4% | -$5,004 | 减仓 |
| NFLX | NETFLIX INC | $117.57万 | 0.10% | 16,466 | 32 | 0.2% | $2,285 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $117.88万 | 0.10% | 1,545 | 3 | 0.2% | $2,289 | 加仓 |
| BSCT | INVESCO BULLETSHARES | $118.42万 | 0.10% | 63,754 | 0 | 0.0% | — | 不变 |
| GLDM | SPDR GOLD MINISHARES | $120.92万 | 0.10% | 15,226 | -286 | -1.8% | -$2.27万 | 减仓 |
| EWG | ISHARES MSCI GERMANY | $121.24万 | 0.10% | 29,307 | 3,764 | 14.7% | $15.57万 | 加仓 |
| IGRO | ISHARES INTERNATIONAL | $121.81万 | 0.10% | 13,853 | 1,007 | 7.8% | $8.85万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND | $125.65万 | 0.11% | 8,039 | -395 | -4.7% | -$6.17万 | 减仓 |
| META | META PLATFORMS INC | $134.06万 | 0.11% | 2,380 | -27 | -1.1% | -$1.52万 | 减仓 |
| AVGO | BROADCOM INC | $137.99万 | 0.12% | 3,653 | 5 | 0.1% | $1,889 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD | $139.72万 | 0.12% | 16,683 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $140.24万 | 0.12% | 4,479 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE INDEX | $141.23万 | 0.12% | 6,480 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY | $145.14万 | 0.12% | 7,618 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. | $151.33万 | 0.13% | 15,289 | 601 | 4.1% | $5.95万 | 加仓 |
| BILS | STATE STREET SPDR | $152.19万 | 0.13% | 15,314 | -1,062 | -6.5% | -$10.55万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $160.87万 | 0.14% | 4,915 | -67 | -1.3% | -$2.19万 | 减仓 |
| IWR | ISHARES RUSSELL MID-CAP | $180.66万 | 0.15% | 16,376 | 34 | 0.2% | $3,751 | 加仓 |
| CAT | CATERPILLAR INC | $181.67万 | 0.15% | 1,706 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO BULLETSHARES | $185.29万 | 0.16% | 111,320 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB INTERNATIONAL | $187.31万 | 0.16% | 59,034 | -748 | -1.3% | -$2.37万 | 减仓 |
| USRT | ISHARES CORE U.S. REIT | $201.59万 | 0.17% | 30,337 | 485 | 1.6% | $3.22万 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $207.80万 | 0.18% | 87,755 | 2,523 | 3.0% | $5.97万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE | $208.87万 | 0.18% | 9,199 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $214.91万 | 0.18% | 2,918 | 1 | 0.0% | $736 | 加仓 |
| AMZN | AMAZON.COM INC | $218.20万 | 0.19% | 9,155 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB 1000 INDEX ETF | $220.00万 | 0.19% | 61,008 | 0 | 0.0% | — | 不变 |
| SPEM | STATE STREET SPDR | $222.26万 | 0.19% | 42,924 | -813 | -1.9% | -$4.21万 | 减仓 |
| FE | FIRSTENERGY CORP | $227.29万 | 0.19% | 47,810 | -324 | -0.7% | -$1.54万 | 减仓 |
| BSCQ | INVESCO BULLETSHARES | $235.54万 | 0.20% | 120,635 | -3,636 | -2.9% | -$7.10万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP | $239.34万 | 0.20% | 31,039 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL | $239.65万 | 0.20% | 49,803 | -44 | -0.1% | -$2,117 | 减仓 |
| BSCS | INVESCO BULLETSHARES | $246.84万 | 0.21% | 121,210 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P | $251.61万 | 0.21% | 16,965 | -180 | -1.0% | -$2.67万 | 减仓 |
| GOOGL | ALPHABET INC | $266.76万 | 0.23% | 7,465 | 9 | 0.1% | $3,216 | 加仓 |
| GOOG | ALPHABET INC | $272.92万 | 0.23% | 7,724 | 0 | 0.0% | — | 不变 |
| SPDW | STATE STREET SPDR | $286.30万 | 0.24% | 56,817 | -746 | -1.3% | -$3.76万 | 减仓 |
| MSFT | MICROSOFT CORP | $287.14万 | 0.24% | 7,698 | -59 | -0.8% | -$2.20万 | 减仓 |
| SPMD | STATE STREET SPDR | $291.99万 | 0.25% | 43,219 | -954 | -2.2% | -$6.45万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND | $304.48万 | 0.26% | 40,174 | -261 | -0.6% | -$1.98万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP | $318.25万 | 0.27% | 94,045 | -1,793 | -1.9% | -$6.07万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND | $339.97万 | 0.29% | 21,513 | 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 |