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 |
|---|---|---|---|---|---|---|---|---|
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -97 | -100.0% | -$1.21万 | 清仓 |
| PNC | PNC FINL SERVICES | $0 | 0.00% | 0 | -58 | -100.0% | -$1.21万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -54 | -100.0% | -$1.21万 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -275 | -100.0% | -$1.20万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -12,000 | -100.0% | -$1.20万 | 清仓 |
| — | FRANKLIN CONVERTIBLE SEC | $0 | 0.00% | 0 | -492 | -100.0% | -$1.17万 | 清仓 |
| IHAK | ISHARES CYBERSECURITY | $0 | 0.00% | 0 | -242 | -100.0% | -$1.16万 | 清仓 |
| — | PGIM JENNISON NATURAL RE | $0 | 0.00% | 0 | -159 | -100.0% | -$1.16万 | 清仓 |
| XNEAX | NUVEEN AMT FREE QUALITY | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.16万 | 清仓 |
| — | TENCENT HLDGS LTD F | $0 | 0.00% | 0 | -150 | -100.0% | -$1.15万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -240 | -100.0% | -$1.15万 | 清仓 |
| — | ADVISORS DISCIPLINED | $0 | 0.00% | 0 | -22 | -100.0% | -$1.14万 | 清仓 |
| — | NEXTERA ENERGY C | $0 | 0.00% | 0 | -11,000 | -100.0% | -$1.13万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -35 | -100.0% | -$1.13万 | 清仓 |
| — | MFS RESEARCH INTERNATION | $0 | 0.00% | 0 | -417 | -100.0% | -$1.13万 | 清仓 |
| — | INVSC KBW REGIONAL | $0 | 0.00% | 0 | -182 | -100.0% | -$1.13万 | 清仓 |
| B | BARRICK MNG CORP F | $0 | 0.00% | 0 | -255 | -100.0% | -$1.11万 | 清仓 |
| VHT | VANGUARD HEALTH CARE | $0 | 0.00% | 0 | -38 | -100.0% | -$1.09万 | 清仓 |
| — | BANK OF AMERICA C VAR 27 | $0 | 0.00% | 0 | -11,000 | -100.0% | -$1.09万 | 清仓 |
| — | M&T BANK CORP VAR 29 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.08万 | 清仓 |
| — | DIGITAL REALTY TR | $0 | 0.00% | 0 | -11,000 | -100.0% | -$1.08万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -11,000 | -100.0% | -$1.08万 | 清仓 |
| COKE | COCA COLA CONSOLIDAT | $0 | 0.00% | 0 | -70 | -100.0% | -$1.07万 | 清仓 |
| ANGX | ANGEL STUDIOS INC | $0 | 0.00% | 0 | -2,257 | -100.0% | -$1.05万 | 清仓 |
| FNDE | SCHWAB FUNDTL EMRG MKT | $0 | 0.00% | 0 | -290 | -100.0% | -$1.05万 | 清仓 |
| — | VANGUARD SHORT-TERM INVE | $0 | 0.00% | 0 | -985 | -100.0% | -$1.04万 | 清仓 |
| — | HF SINCLAIR CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.03万 | 清仓 |
| WOR | WORTHINGTON ENTERPRI | $0 | 0.00% | 0 | -200 | -100.0% | -$1.03万 | 清仓 |
| — | MORGAN STANLEY VAR 31 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.03万 | 清仓 |
| — | BANK OF AMERICA | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.00万 | 清仓 |
| — | TRANSCANADA TR5. | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.00万 | 清仓 |
| — | BARCLAYS BANK | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9,956 | 清仓 |
| — | THE GOLDMAN SACHS VAR 28 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9,941 | 清仓 |
| ET | ENERGY TRANSFER L P LP | $0 | 0.00% | 0 | -600 | -100.0% | -$9,894 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -262 | -100.0% | -$9,833 | 清仓 |
| — | CALAMOS GROWTH & INCOME | $0 | 0.00% | 0 | -196 | -100.0% | -$9,786 | 清仓 |
| VAW | VANGUARD MATERIALS ETF | $0 | 0.00% | 0 | -47 | -100.0% | -$9,755 | 清仓 |
| — | TOUCHSTONE SMALL COMPANY | $0 | 0.00% | 0 | -1,340 | -100.0% | -$9,755 | 清仓 |
| — | CHENIERE ENERGY PAR | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9,736 | 清仓 |
| DJT | TRUMP MEDIA & TECHNO | $0 | 0.00% | 0 | -731 | -100.0% | -$9,681 | 清仓 |
| — | SPRINT CAPITAL | $0 | 0.00% | 0 | -9,000 | -100.0% | -$9,653 | 清仓 |
| PXH | INVESCO RAFI EMERGING | $0 | 0.00% | 0 | -368 | -100.0% | -$9,499 | 清仓 |
| — | NICHOLAS | $0 | 0.00% | 0 | -107 | -100.0% | -$9,456 | 清仓 |
| — | WELLS FARGO & CO VAR 29 | $0 | 0.00% | 0 | -9,000 | -100.0% | -$9,318 | 清仓 |
| — | RTX CORP | $0 | 0.00% | 0 | -9,000 | -100.0% | -$9,122 | 清仓 |
| — | T. ROWE PRICE INSTL FLOA | $0 | 0.00% | 0 | -969 | -100.0% | -$9,108 | 清仓 |
| — | FIDELITY REAL ESTATE INV | $0 | 0.00% | 0 | -238 | -100.0% | -$8,999 | 清仓 |
| — | CHENIERE ENERGY | $0 | 0.00% | 0 | -9,000 | -100.0% | -$8,995 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -300 | -100.0% | -$8,967 | 清仓 |
| — | VANGUARD EMERGING MKTS S | $0 | 0.00% | 0 | -201 | -100.0% | -$8,963 | 清仓 |
| NVS | NOVARTIS AG F | $0 | 0.00% | 0 | -65 | -100.0% | -$8,962 | 清仓 |
| MYE | MYERS INDS INC | $0 | 0.00% | 0 | -478 | -100.0% | -$8,949 | 清仓 |
| — | ADVISORS DISCIPLINED | $0 | 0.00% | 0 | -24 | -100.0% | -$8,755 | 清仓 |
| — | PUTNAM SUSTAINABLE LEADE | $0 | 0.00% | 0 | -62 | -100.0% | -$8,678 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | -22 | -100.0% | -$8,606 | 清仓 |
| — | VALTERRA PLATINUM LTD F | $0 | 0.00% | 0 | -613 | -100.0% | -$8,582 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -128 | -100.0% | -$8,580 | 清仓 |
| — | AMERICAN FUNDS NEW ECONO | $0 | 0.00% | 0 | -116 | -100.0% | -$8,494 | 清仓 |
| SEZL | SEZZLE INC | $0 | 0.00% | 0 | -133 | -100.0% | -$8,443 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -251 | -100.0% | -$8,409 | 清仓 |
| — | TVA VAR | $0 | 0.00% | 0 | -333 | -100.0% | -$8,009 | 清仓 |
| JNK | ST STRT SPDR BLMBG HGH | $0 | 0.00% | 0 | -82 | -100.0% | -$7,973 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -8,000 | -100.0% | -$7,946 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -100 | -100.0% | -$7,902 | 清仓 |
| — | BITWISE 10 CRYPTO INDEX | $0 | 0.00% | 0 | -134 | -100.0% | -$7,874 | 清仓 |
| MOAT | VANECK MORNINGSTAR WIDE | $0 | 0.00% | 0 | -75 | -100.0% | -$7,767 | 清仓 |
| VOX | VANGUARD COMMUNICATION | $0 | 0.00% | 0 | -40 | -100.0% | -$7,746 | 清仓 |
| — | VANGUARD WELLINGTON INV | $0 | 0.00% | 0 | -175 | -100.0% | -$7,733 | 清仓 |
| — | VANGUARD EXPLORER ADM | $0 | 0.00% | 0 | -72 | -100.0% | -$7,632 | 清仓 |
| DFH | DREAM FINDERS HOMES INC | $0 | 0.00% | 0 | -441 | -100.0% | -$7,542 | 清仓 |
| SPIB | ST SRT SPDR PRTFL INTDT | $0 | 0.00% | 0 | -222 | -100.0% | -$7,506 | 清仓 |
| HTRB | HARTFORD TOTAL RETURN | $0 | 0.00% | 0 | -219 | -100.0% | -$7,479 | 清仓 |
| — | NESTLE SA CHAM ET ORDF | $0 | 0.00% | 0 | -75 | -100.0% | -$7,474 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC | $0 | 0.00% | 0 | -57 | -100.0% | -$7,439 | 清仓 |
| SPTI | ST STRT SPDR PRTFL INTDT | $0 | 0.00% | 0 | -255 | -100.0% | -$7,355 | 清仓 |
| — | MFS CORPORATE BOND R6 | $0 | 0.00% | 0 | -565 | -100.0% | -$7,080 | 清仓 |
| — | VANGUARD WELLESLEY INCOM | $0 | 0.00% | 0 | -274 | -100.0% | -$6,955 | 清仓 |
| WS | WORTHINGTON STL INC | $0 | 0.00% | 0 | -200 | -100.0% | -$6,924 | 清仓 |
| VKTX | VIKING THERAPEUTICS INC | $0 | 0.00% | 0 | -196 | -100.0% | -$6,896 | 清仓 |
| AFG | AMERICAN FINL GROUP INC | $0 | 0.00% | 0 | -50 | -100.0% | -$6,834 | 清仓 |
| SKYW | SKYWEST INC | $0 | 0.00% | 0 | -68 | -100.0% | -$6,828 | 清仓 |
| — | GS FIN CORP. | $0 | 0.00% | 0 | -6,000 | -100.0% | -$6,560 | 清仓 |
| — | ADVISORS DISCIPLINED | $0 | 0.00% | 0 | -18 | -100.0% | -$6,410 | 清仓 |
| — | AB GLOBAL BOND Z | $0 | 0.00% | 0 | -918 | -100.0% | -$6,377 | 清仓 |
| — | MFS DIVERSIFIED INCOME R | $0 | 0.00% | 0 | -508 | -100.0% | -$6,352 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -65 | -100.0% | -$6,314 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -15 | -100.0% | -$6,196 | 清仓 |
| CCJ | CAMECO CORP F | $0 | 0.00% | 0 | -67 | -100.0% | -$6,130 | 清仓 |
| — | TRANSAMERICA INTERNATION | $0 | 0.00% | 0 | -246 | -100.0% | -$6,124 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -7,000 | -100.0% | -$6,093 | 清仓 |
| GRAB | GRAB HLDGS LTD F | $0 | 0.00% | 0 | -1,189 | -100.0% | -$5,935 | 清仓 |
| IHF | ISHARES US HEALTHCARE | $0 | 0.00% | 0 | -120 | -100.0% | -$5,754 | 清仓 |
| WTW | WILLIS TOWERS WATSON P F | $0 | 0.00% | 0 | -18 | -100.0% | -$5,751 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -2 | -100.0% | -$5,747 | 清仓 |
| NOBL | PROSHARES S&P 500 DIV | $0 | 0.00% | 0 | -55 | -100.0% | -$5,724 | 清仓 |
| IP | INTERNTNL PAPER CO | $0 | 0.00% | 0 | -145 | -100.0% | -$5,712 | 清仓 |
| CPB | THE CAMPBELL'S CO | $0 | 0.00% | 0 | -204 | -100.0% | -$5,686 | 清仓 |
| CGGR | CAPITAL GROUP GROWTH | $0 | 0.00% | 0 | -126 | -100.0% | -$5,604 | 清仓 |
| — | LORD ABBETT BOND DEBENTU | $0 | 0.00% | 0 | -769 | -100.0% | -$5,574 | 清仓 |
| ALC | ALCON INC F | $0 | 0.00% | 0 | -71 | -100.0% | -$5,557 | 清仓 |