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 |
|---|---|---|---|---|---|---|---|---|
| — | SCHWAB US TREASURY MONEY | $0 | 0.00% | 0 | -17,025,681 | -100.0% | -$1,702.57万 | 清仓 |
| — | SCHWAB GOVERNMENT MONEY | $0 | 0.00% | 0 | -13,173,155 | -100.0% | -$1,317.32万 | 清仓 |
| — | SCHWAB PRIME ADVANTAGE M | $0 | 0.00% | 0 | -5,985,141 | -100.0% | -$597.32万 | 清仓 |
| — | SCHWAB PRIME ADVANTAGE M | $0 | 0.00% | 0 | -4,489,141 | -100.0% | -$448.91万 | 清仓 |
| — | SCHWAB GOVERNMENT MONEY | $0 | 0.00% | 0 | -3,174,603 | -100.0% | -$317.46万 | 清仓 |
| — | FIDELITY 500 INDEX | $0 | 0.00% | 0 | -12,422 | -100.0% | -$295.28万 | 清仓 |
| VFIAX | VANGUARD 500 INDEX ADMIR | $0 | 0.00% | 0 | -4,043 | -100.0% | -$255.26万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -2,065,000 | -100.0% | -$215.57万 | 清仓 |
| — | SCHWAB MUNICIPAL MONEY U | $0 | 0.00% | 0 | -1,500,616 | -100.0% | -$150.06万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -1,465,000 | -100.0% | -$145.16万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -1,125,000 | -100.0% | -$115.10万 | 清仓 |
| AGI | ALAMOS GOLD INC NEW F | $0 | 0.00% | 0 | -28,900 | -100.0% | -$111.50万 | 清仓 |
| — | TOTAL MARKET EQUITY INDE | $0 | 0.00% | 0 | -17,265 | -100.0% | -$111.45万 | 清仓 |
| — | SHORT TERM INCOME POOL | $0 | 0.00% | 0 | -84,637 | -100.0% | -$105.07万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$102.92万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD F | $0 | 0.00% | 0 | -6,000 | -100.0% | -$101.72万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$100.78万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$100.67万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$100.10万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$98.41万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -852,000 | -100.0% | -$83.31万 | 清仓 |
| — | SCHWAB TREASURY OBLIG MO | $0 | 0.00% | 0 | -827,740 | -100.0% | -$82.77万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -775,000 | -100.0% | -$78.52万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -776,000 | -100.0% | -$77.92万 | 清仓 |
| — | VANGUARD SMALL CAP INDEX | $0 | 0.00% | 0 | -5,943 | -100.0% | -$73.43万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -646,000 | -100.0% | -$64.25万 | 清仓 |
| — | VANGUARD TAX-MANAGED CAP | $0 | 0.00% | 0 | -1,715 | -100.0% | -$60.26万 | 清仓 |
| — | INTERNATIONAL EQUITY IND | $0 | 0.00% | 0 | -22,681 | -100.0% | -$59.36万 | 清仓 |
| — | AMERICAN FUNDS INCOME FU | $0 | 0.00% | 0 | -22,702 | -100.0% | -$59.23万 | 清仓 |
| — | T. ROWE PRICE GROWTH STO | $0 | 0.00% | 0 | -4,919 | -100.0% | -$53.22万 | 清仓 |
| — | T. ROWE PRICE VALUE I | $0 | 0.00% | 0 | -11,055 | -100.0% | -$52.71万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -590,000 | -100.0% | -$52.66万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -555,000 | -100.0% | -$52.48万 | 清仓 |
| — | AMERICAN FUNDS GROWTH FU | $0 | 0.00% | 0 | -5,955 | -100.0% | -$47.90万 | 清仓 |
| EQX | EQUINOX GOLD CORP F | $0 | 0.00% | 0 | -34,000 | -100.0% | -$47.74万 | 清仓 |
| — | MONEY MARKET POOL | $0 | 0.00% | 0 | -385,506 | -100.0% | -$46.82万 | 清仓 |
| — | VANGUARD MID CAP INDEX A | $0 | 0.00% | 0 | -1,229 | -100.0% | -$44.11万 | 清仓 |
| — | NEW YORK N Y CITY | $0 | 0.00% | 0 | -370,000 | -100.0% | -$43.99万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -415,000 | -100.0% | -$41.21万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -395,000 | -100.0% | -$38.62万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -391,000 | -100.0% | -$38.31万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -383,000 | -100.0% | -$38.31万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -384,000 | -100.0% | -$38.02万 | 清仓 |
| — | AMERICAN FUNDS AMERICAN | $0 | 0.00% | 0 | -10,045 | -100.0% | -$37.63万 | 清仓 |
| — | AMERICAN FUNDS WASHINGTO | $0 | 0.00% | 0 | -5,648 | -100.0% | -$36.78万 | 清仓 |
| — | WESDOME GOLD MINES LTD F | $0 | 0.00% | 0 | -21,500 | -100.0% | -$35.63万 | 清仓 |
| — | VANGUARD GROWTH INDEX AD | $0 | 0.00% | 0 | -1,419 | -100.0% | -$35.60万 | 清仓 |
| — | HOOVER ALA | $0 | 0.00% | 0 | -310,000 | -100.0% | -$33.24万 | 清仓 |
| — | BOULDER COLO WTR | $0 | 0.00% | 0 | -300,000 | -100.0% | -$32.77万 | 清仓 |
| — | HAMILTON CNTY OHIO | $0 | 0.00% | 0 | -355,000 | -100.0% | -$32.43万 | 清仓 |
| — | OHIO ST WTR DEV AUT | $0 | 0.00% | 0 | -290,000 | -100.0% | -$31.92万 | 清仓 |
| — | NEW JERSEY HEALT | $0 | 0.00% | 0 | -290,000 | -100.0% | -$31.72万 | 清仓 |
| — | FIDELITY EXTENDED MARKET | $0 | 0.00% | 0 | -3,092 | -100.0% | -$31.12万 | 清仓 |
| — | MASSACHUSETTS ST DE | $0 | 0.00% | 0 | -275,000 | -100.0% | -$31.11万 | 清仓 |
| — | SMALL CAP EQUITY POOL | $0 | 0.00% | 0 | -6,008 | -100.0% | -$30.83万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -302,000 | -100.0% | -$29.80万 | 清仓 |
| — | FORT BEND CNTY TEX | $0 | 0.00% | 0 | -270,000 | -100.0% | -$29.71万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -295,000 | -100.0% | -$29.40万 | 清仓 |
| — | SCHWAB GOVERNMENT MONEY | $0 | 0.00% | 0 | -293,300 | -100.0% | -$29.33万 | 清仓 |
| — | VANGUARD EXTENDED MARKET | $0 | 0.00% | 0 | -1,849 | -100.0% | -$29.32万 | 清仓 |
| — | OHIO ST WTR DEV AUT | $0 | 0.00% | 0 | -250,000 | -100.0% | -$28.81万 | 清仓 |
| — | PENNSYLVANIA ST TPK | $0 | 0.00% | 0 | -275,000 | -100.0% | -$28.58万 | 清仓 |
| — | FRANKLIN CNTY WASH | $0 | 0.00% | 0 | -250,000 | -100.0% | -$27.94万 | 清仓 |
| — | CONNECTICUT ST SPL | $0 | 0.00% | 0 | -250,000 | -100.0% | -$26.67万 | 清仓 |
| — | SCHWAB S&P 500 INDEX | $0 | 0.00% | 0 | -15,130 | -100.0% | -$26.53万 | 清仓 |
| — | INFLATION PROTECTED BOND | $0 | 0.00% | 0 | -17,484 | -100.0% | -$25.97万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | 0 | — | -$25.88万 | 清仓 |
| — | FIDELITY ADVISOR EMERGIN | $0 | 0.00% | 0 | -3,782 | -100.0% | -$25.52万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -253,000 | -100.0% | -$25.43万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -250,000 | -100.0% | -$25.07万 | 清仓 |
| — | HUMBLE TEX INDPT SC | $0 | 0.00% | 0 | -225,000 | -100.0% | -$24.90万 | 清仓 |
| — | WISCONSIN ST | $0 | 0.00% | 0 | -225,000 | -100.0% | -$24.89万 | 清仓 |
| — | PIMA CNTY ARIZ CTFS | $0 | 0.00% | 0 | -220,000 | -100.0% | -$24.68万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -250,000 | -100.0% | -$24.67万 | 清仓 |
| — | MADISON WIS MET SCH | $0 | 0.00% | 0 | -230,000 | -100.0% | -$24.11万 | 清仓 |
| — | MIAMI-DADE CNTY FLA | $0 | 0.00% | 0 | -215,000 | -100.0% | -$24.05万 | 清仓 |
| — | METROPOLITAN UTIL D | $0 | 0.00% | 0 | -220,000 | -100.0% | -$23.64万 | 清仓 |
| — | VANGUARD PRIMECAP ADM | $0 | 0.00% | 0 | -1,273 | -100.0% | -$23.52万 | 清仓 |
| — | IVANHOE MINES LTD F | $0 | 0.00% | 0 | -20,000 | -100.0% | -$22.75万 | 清仓 |
| — | VANGUARD TOTAL STOCK MKT | $0 | 0.00% | 0 | -1,392 | -100.0% | -$22.69万 | 清仓 |
| — | LOWER COLO RIV A | $0 | 0.00% | 0 | -200,000 | -100.0% | -$22.62万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NEW JERSEY ECONOMIC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$22.36万 | 清仓 |
| — | WEST VA PKWYS AUTH | $0 | 0.00% | 0 | -200,000 | -100.0% | -$22.29万 | 清仓 |
| — | T. ROWE PRICE BLUE CHIP | $0 | 0.00% | 0 | -1,045 | -100.0% | -$22.13万 | 清仓 |
| — | GOLDMAN SACHS GQG PTNRS | $0 | 0.00% | 0 | -9,771 | -100.0% | -$21.95万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -959 | -100.0% | -$21.57万 | 清仓 |
| — | JPMORGAN EMERGING MARKET | $0 | 0.00% | 0 | -5,126 | -100.0% | -$21.49万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HARBOR CAPITAL APPRECIAT | $0 | 0.00% | 0 | -1,808 | -100.0% | -$21.16万 | 清仓 |
| — | HAWAII ST HWY REV | $0 | 0.00% | 0 | -190,000 | -100.0% | -$20.67万 | 清仓 |
| — | MFS INTL DIVERSIFICATION | $0 | 0.00% | 0 | -7,444 | -100.0% | -$20.66万 | 清仓 |
| — | MUNCIE IND SAN DIST | $0 | 0.00% | 0 | -220,000 | -100.0% | -$20.49万 | 清仓 |
| CVE | CENOVUS ENERGY INC F | $0 | 0.00% | 0 | -12,000 | -100.0% | -$20.30万 | 清仓 |
| — | NEW HAMPSHIRE HEALT | $0 | 0.00% | 0 | -200,000 | -100.0% | -$20.15万 | 清仓 |
| — | MET GOVT NASHVILLE | $0 | 0.00% | 0 | -200,000 | -100.0% | -$20.11万 | 清仓 |
| — | VANGUARD PRIMECAP INV | $0 | 0.00% | 0 | -1,125 | -100.0% | -$20.08万 | 清仓 |
| — | SCHWAB MUNICIPAL MONEY I | $0 | 0.00% | 0 | -200,000 | -100.0% | -$20.00万 | 清仓 |