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 |
|---|---|---|---|---|---|---|---|---|
| BSCX | INVESCO BULLETSHARES | $0 | 0.00% | 0 | -54,872 | -100.0% | -$116.05万 | 清仓 |
| MUB | ISHARES NATIONAL MUNI | $0 | 0.00% | 0 | -6,205 | -100.0% | -$65.87万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -427 | -100.0% | -$23.22万 | 清仓 |
| CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | -1,047 | -100.0% | -$21.66万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -201 | -100.0% | -$20.06万 | 清仓 |
| — | GLOBAL BROKERAGE INC | $2 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| — | TAP REAL ESTATE TECHNOLO | $37 | 0.00% | 183,875 | -1,475 | -0.8% | -$0 | 减仓 |
| — | TRINSEO PLC ORDF | $71 | 0.00% | 44,605 | 0 | 0.0% | — | 不变 |
| — | AMERICAN BITCOIN CORP | $1.27万 | 0.00% | 18,683 | 8,683 | 86.8% | $5,914 | 加仓 |
| IAUX | I-80 GOLD CORP F | $2.16万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $11.94万 | 0.01% | 20,200 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES IN | $19.51万 | 0.02% | 11,006 | -3,233 | -22.7% | -$5.73万 | 减仓 |
| SFL | SFL CORP LTD F | $20.40万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| BHP | BHP GROUP LTD F | $20.48万 | 0.02% | 2,458 | 2,458 | — | $20.48万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $20.60万 | 0.02% | 609 | 0 | 0.0% | — | 重新持有 |
| VTIP | VANGUARD SHORT-TERM | $20.61万 | 0.02% | 4,104 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC F | $20.67万 | 0.02% | 2,177 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES I | $20.85万 | 0.02% | 359 | 74 | 26.0% | $4.30万 | 重新持有 |
| V | VISA INC | $20.88万 | 0.02% | 609 | 0 | 0.0% | — | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC | $21.46万 | 0.02% | 428 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $21.54万 | 0.02% | 1,591 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $21.66万 | 0.02% | 2,491 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $21.89万 | 0.02% | 1,494 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $22.20万 | 0.02% | 189 | -60 | -24.1% | -$7.05万 | 重新持有 |
| TKR | TIMKEN CO | $22.21万 | 0.02% | 1,528 | -1 | -0.1% | -$145 | 重新持有 |
| TTD | THE TRADE DESK INC | $22.22万 | 0.02% | 12,291 | 1 | 0.0% | $18 | 加仓 |
| UNP | UNION PAC CORP | $22.74万 | 0.02% | 836 | 0 | 0.0% | — | 不变 |
| KO | THE COCA-COLA CO | $23.24万 | 0.02% | 2,859 | -70 | -2.4% | -$5,689 | 减仓 |
| DLN | WISDOMTREE U.S. LARGECAP | $23.50万 | 0.02% | 2,440 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $23.55万 | 0.02% | 2,119 | -200 | -8.6% | -$2.22万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 | $23.67万 | 0.02% | 555 | 0 | 0.0% | — | 不变 |
| BSCZ | INVESCO BULLETSHARES | $23.75万 | 0.02% | 11,602 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC F | $23.90万 | 0.02% | 1,135 | 0 | 0.0% | — | 不变 |
| BSMQ | INVESCO BULLETSHARES (R) | $24.26万 | 0.02% | 10,302 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $24.43万 | 0.02% | 1,105 | 1,105 | — | $24.43万 | 新建仓 |
| HON | HONEYWELL INTL INC | $24.74万 | 0.02% | 1,105 | -1,106 | -50.0% | -$24.76万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $24.90万 | 0.02% | 1,638 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD INTER-TERM | $25.42万 | 0.02% | 4,310 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $25.48万 | 0.02% | 2,013 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X U.S. PREFERRED | $25.50万 | 0.02% | 13,644 | -1,328 | -8.9% | -$2.48万 | 减仓 |
| HY | HYSTER YALE INC | $25.76万 | 0.02% | 7,346 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $25.81万 | 0.02% | 621 | -60 | -8.8% | -$2.49万 | 重新持有 |
| GE | GE AEROSPACE | $25.94万 | 0.02% | 694 | 0 | 0.0% | — | 重新持有 |
| SMH | VANECK SEMICONDUCTOR | $26.24万 | 0.02% | 400 | 0 | 0.0% | — | 重新持有 |
| MRK | MERCK & CO. INC. | $26.50万 | 0.02% | 2,062 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR M F | $26.51万 | 0.02% | 555 | 37 | 7.1% | $1.77万 | 重新持有 |
| AAOI | APPLIED OPTOELECTRONICS | $26.51万 | 0.02% | 1,789 | 200 | 12.6% | $2.96万 | 重新持有 |
| EEMS | ISHARES MSCI EMERGING | $26.55万 | 0.02% | 3,498 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE | $26.72万 | 0.02% | 1,219 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIE | $26.88万 | 0.02% | 795 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC F | $27.30万 | 0.02% | 526 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N V F | $27.38万 | 0.02% | 8,725 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE U.S. QUALITY | $27.66万 | 0.02% | 2,893 | 0 | 0.0% | — | 不变 |
| AON | AON PLC F | $28.49万 | 0.02% | 859 | 0 | 0.0% | — | 不变 |
| ISCV | ISHARES MORNINGSTAR | $28.91万 | 0.02% | 3,691 | 10 | 0.3% | $783 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL | $29.49万 | 0.03% | 4,495 | 4,495 | — | $29.49万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $29.70万 | 0.03% | 223 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 | $30.40万 | 0.03% | 1,254 | 27 | 2.2% | $6,544 | 加仓 |
| — | VANGUARD TOTAL | $30.42万 | 0.03% | 3,969 | 3,969 | — | $30.42万 | 新建仓 |
| STIP | ISHARES 0-5 YEAR TIPS | $30.78万 | 0.03% | 3,013 | 0 | 0.0% | — | 不变 |
| SPIP | STATE STREET SPDR | $30.86万 | 0.03% | 12,018 | 0 | 0.0% | — | 不变 |
| BSCW | INVESCO BULLETSHARES | $30.91万 | 0.03% | 15,072 | 0 | 0.0% | — | 不变 |
| SXI | STANDEX INTL CORP | $31.01万 | 0.03% | 867 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $31.19万 | 0.03% | 1,644 | 0 | 0.0% | — | 不变 |
| BSMU | INVESCO BULLETSHARES | $31.19万 | 0.03% | 14,232 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $32.05万 | 0.03% | 2,745 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY MSCI REAL | $32.61万 | 0.03% | 11,131 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC F | $33.70万 | 0.03% | 3,544 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $33.79万 | 0.03% | 2,238 | 2,238 | — | $33.79万 | 新建仓 |
| MA | MASTERCARD INC | $33.95万 | 0.03% | 661 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $34.06万 | 0.03% | 2,323 | -125 | -5.1% | -$1.83万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $34.41万 | 0.03% | 8,063 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $34.48万 | 0.03% | 1,519 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP NEW | $34.53万 | 0.03% | 14,979 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI USA | $35.28万 | 0.03% | 1,029 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC NEW | $35.54万 | 0.03% | 1,469 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $35.55万 | 0.03% | 1,315 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $36.07万 | 0.03% | 11,281 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $36.15万 | 0.03% | 500 | 0 | 0.0% | — | 重新持有 |
| LRCX | LAM RESH CORP | $36.89万 | 0.03% | 851 | 8 | 0.9% | $3,468 | 重新持有 |
| IBM | IBM CORP | $37.45万 | 0.03% | 1,332 | -53 | -3.8% | -$1.49万 | 减仓 |
| BNDX | VANGUARD TOTAL | $37.97万 | 0.03% | 7,840 | 838 | 12.0% | $4.06万 | 加仓 |
| XLV | STATE STREET HEALTH CARE | $38.08万 | 0.03% | 2,400 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $38.19万 | 0.03% | 1,827 | -2 | -0.1% | -$418 | 减仓 |
| VOOG | VANGUARD S&P 500 GROWTH | $38.20万 | 0.03% | 4,624 | 46 | 1.0% | $3,801 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP | $38.40万 | 0.03% | 2,150 | 0 | 0.0% | — | 不变 |
| — | CAMBIAR AGGRESSIVE VALUE | $39.24万 | 0.03% | 11,482 | 0 | 0.0% | — | 不变 |
| FLRN | STATE STREET SPDR | $39.55万 | 0.03% | 12,820 | 61 | 0.5% | $1,882 | 加仓 |
| USHY | ISHARES BROAD USD HIGH | $40.17万 | 0.03% | 10,850 | -165 | -1.5% | -$6,108 | 减仓 |
| ADI | ANALOG DEVICES INC | $40.35万 | 0.03% | 1,016 | -10 | -1.0% | -$3,972 | 减仓 |
| PSX | PHILLIPS 66 | $41.72万 | 0.04% | 2,468 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP | $42.90万 | 0.04% | 1,173 | -2 | -0.2% | -$731 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET | $44.13万 | 0.04% | 15,239 | 1,043 | 7.3% | $3.02万 | 加仓 |
| GLW | CORNING INC | $44.40万 | 0.04% | 1,738 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P SMALL-CAP | $45.43万 | 0.04% | 3,324 | 1 | 0.0% | $137 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $45.86万 | 0.04% | 4,415 | 5 | 0.1% | $519 | 加仓 |
| LLY | ELI LILLY AND CO | $46.18万 | 0.04% | 385 | -21 | -5.2% | -$2.52万 | 减仓 |
| RIG | TRANSOCEAN LTD F | $48.90万 | 0.04% | 100,000 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $49.90万 | 0.04% | 1,347 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $49.93万 | 0.04% | 4,243 | 0 | 0.0% | — | 不变 |