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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES S&P 500 GROWTH | $396.43万 | 0.34% | 28,825 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR | $396.80万 | 0.34% | 68,806 | -2,097 | -3.0% | -$12.09万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK | $414.32万 | 0.35% | 11,197 | -427 | -3.7% | -$15.80万 | 减仓 |
| VSS | VANGUARD FTSE ALL-WORLD | $441.75万 | 0.37% | 28,631 | -22 | -0.1% | -$3,394 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE | $450.88万 | 0.38% | 22,818 | -500 | -2.1% | -$9.88万 | 减仓 |
| IVV | ISHARES CORE S&P 500 | $470.90万 | 0.40% | 6,288 | -29 | -0.5% | -$2.17万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH | $505.15万 | 0.43% | 50,179 | -203,788 | -80.2% | -$2,051.52万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS | $509.57万 | 0.43% | 140,532 | -2,337 | -1.6% | -$8.47万 | 减仓 |
| NVDA | NVIDIA CORP | $620.42万 | 0.53% | 31,007 | -257 | -0.8% | -$5.14万 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $671.33万 | 0.57% | 72,757 | 23 | 0.0% | $2,122 | 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 |
| VV | VANGUARD LARGE-CAP INDEX | $737.21万 | 0.63% | 21,436 | 139 | 0.7% | $4.78万 | 加仓 |
| BIL | STATE STREET SPDR | $991.48万 | 0.84% | 108,193 | -41,971 | -28.0% | -$384.62万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL | $1,035.98万 | 0.88% | 374,000 | 22,231 | 6.3% | $61.58万 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL | $1,105.37万 | 0.94% | 118,373 | 1,705 | 1.5% | $15.92万 | 加仓 |
| VBR | VANGUARD SMALL-CAP VALUE | $1,277.22万 | 1.08% | 52,563 | 808 | 1.6% | $19.63万 | 加仓 |
| AAPL | APPLE INC | $1,341.01万 | 1.14% | 46,344 | -71 | -0.2% | -$2.05万 | 减仓 |
| SPYM | STATE STREET SPDR | $1,560.02万 | 1.32% | 177,517 | -4,650 | -2.6% | -$40.86万 | 减仓 |
| SCHD | SCHWAB U.S. DIVIDEND | $1,857.82万 | 1.58% | 585,877 | -41,683 | -6.6% | -$132.18万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING | $2,234.90万 | 1.90% | 374,418 | 19,205 | 5.4% | $114.63万 | 加仓 |
| HDV | ISHARES CORE HIGH | $2,318.41万 | 1.97% | 845,826 | 27,036 | 3.3% | $74.11万 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEX | $2,342.60万 | 1.99% | 77,283 | -1,464 | -1.9% | -$44.38万 | 减仓 |
| VBIL | VANGUARD 0-3 MONTH | $2,522.48万 | 2.14% | 333,308 | 287,570 | 628.7% | $2,176.33万 | 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 |
| VUG | VANGUARD GROWTH INDEX | $2,779.71万 | 2.36% | 322,697 | 22,673 | 7.6% | $195.31万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE | $2,829.35万 | 2.40% | 293,410 | 15,501 | 5.6% | $149.48万 | 加仓 |
| SPHY | STATE STREET SPDR | $2,934.34万 | 2.49% | 1,251,852 | 133,347 | 11.9% | $312.57万 | 加仓 |
| VIG | VANGUARD DIVIDEND | $4,105.95万 | 3.48% | 173,525 | 3,633 | 2.1% | $85.96万 | 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 |
| SCHA | SCHWAB U.S. SMALL-CAP | $5,213.26万 | 4.42% | 1,442,916 | 36,451 | 2.6% | $131.70万 | 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 |
| VCSH | VANGUARD SHORT TERM COR | $9,007.12万 | 7.64% | 1,139,709 | 153,693 | 15.6% | $1,214.64万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED | $1.11亿 | 9.40% | 1,555,850 | 53,366 | 3.6% | $380.23万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP | $2.33亿 | 19.74% | 7,904,940 | 321,711 | 4.2% | $946.80万 | 加仓 |