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 |
|---|---|---|---|---|---|---|---|---|
| — | VANGUARD TARGET MATURITY | $80.23万 | 0.07% | 10,603 | 10,603 | — | $80.23万 | 新建仓 |
| — | VANGUARD TARGET MATURITY | $80.11万 | 0.07% | 10,579 | 10,579 | — | $80.11万 | 新建仓 |
| — | VANGUARD TARGET MATURITY | $80.06万 | 0.07% | 10,591 | 10,591 | — | $80.06万 | 新建仓 |
| — | VANGUARD TARGET MATURITY | $79.92万 | 0.07% | 10,561 | 10,561 | — | $79.92万 | 新建仓 |
| IEFA | ISHARES CORE MSCI EAFE | $79.08万 | 0.07% | 8,188 | -18 | -0.2% | -$1,738 | 减仓 |
| VDE | VANGUARD ENERGY INDEX | $78.59万 | 0.07% | 5,235 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $78.42万 | 0.07% | 462 | 3 | 0.7% | $5,092 | 加仓 |
| SHW | SHERWIN-WILLIAMS CO | $77.73万 | 0.07% | 2,257 | -240 | -9.6% | -$8.27万 | 减仓 |
| TSLA | TESLA INC | $77.43万 | 0.07% | 1,841 | -13 | -0.7% | -$5,468 | 减仓 |
| TD | TORONTO DOMINION BK ON F | $74.56万 | 0.06% | 6,140 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $73.67万 | 0.06% | 6,272 | -21 | -0.3% | -$2,467 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL | $72.71万 | 0.06% | 3,417 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $71.63万 | 0.06% | 2,031 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP OH | $70.69万 | 0.06% | 3,236 | -7 | -0.2% | -$1,529 | 减仓 |
| IJK | ISHARES S&P MID-CAP 400 | $69.33万 | 0.06% | 5,900 | -4 | -0.1% | -$470 | 减仓 |
| XLG | INVESCO S&P 500 TOP 50 | $67.90万 | 0.06% | 11,090 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $67.10万 | 0.06% | 941 | 0 | 0.0% | — | 不变 |
| SOXQ | INVESCO PHLX | $67.09万 | 0.06% | 5,985 | 5,985 | — | $67.09万 | 新建仓 |
| LRGF | ISHARES U.S. EQUITY | $66.12万 | 0.06% | 8,743 | 0 | 0.0% | — | 不变 |
| RWR | STATE STREET SPDR DOW | $64.00万 | 0.05% | 5,665 | -27 | -0.5% | -$3,050 | 减仓 |
| INTC | INTEL CORP | $62.07万 | 0.05% | 4,445 | -234 | -5.0% | -$3.27万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY | $61.97万 | 0.05% | 2,824 | 33 | 1.2% | $7,241 | 加仓 |
| ABBV | ABBVIE INC | $61.55万 | 0.05% | 2,446 | -86 | -3.4% | -$2.16万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $61.20万 | 0.05% | 2,410 | 1 | 0.0% | $254 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $60.19万 | 0.05% | 1,645 | 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 |
| VGK | VANGUARD FTSE EUROPE | $55.29万 | 0.05% | 6,245 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC F | $55.18万 | 0.05% | 1,295 | 4 | 0.3% | $1,704 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $54.07万 | 0.05% | 3,244 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL 1000 | $53.79万 | 0.05% | 4,209 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X DAX GERMANY | $52.10万 | 0.04% | 11,795 | 1,724 | 17.1% | $7.61万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL | $51.99万 | 0.04% | 5,294 | -101 | -1.9% | -$9,918 | 减仓 |
| CINF | CINCINNATI FINL CORP | $50.12万 | 0.04% | 2,707 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL U.S. EQUITY | $49.96万 | 0.04% | 6,097 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $49.93万 | 0.04% | 4,243 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $49.90万 | 0.04% | 1,347 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD F | $48.90万 | 0.04% | 100,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY AND CO | $46.18万 | 0.04% | 385 | -21 | -5.2% | -$2.52万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $45.86万 | 0.04% | 4,415 | 5 | 0.1% | $519 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP | $45.43万 | 0.04% | 3,324 | 1 | 0.0% | $137 | 加仓 |
| GLW | CORNING INC | $44.40万 | 0.04% | 1,738 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET | $44.13万 | 0.04% | 15,239 | 1,043 | 7.3% | $3.02万 | 加仓 |
| VBK | VANGUARD SMALL-CAP | $42.90万 | 0.04% | 1,173 | -2 | -0.2% | -$731 | 减仓 |
| PSX | PHILLIPS 66 | $41.72万 | 0.04% | 2,468 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $40.35万 | 0.03% | 1,016 | -10 | -1.0% | -$3,972 | 减仓 |
| USHY | ISHARES BROAD USD HIGH | $40.17万 | 0.03% | 10,850 | -165 | -1.5% | -$6,108 | 减仓 |
| FLRN | STATE STREET SPDR | $39.55万 | 0.03% | 12,820 | 61 | 0.5% | $1,882 | 加仓 |
| — | CAMBIAR AGGRESSIVE VALUE | $39.24万 | 0.03% | 11,482 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP | $38.40万 | 0.03% | 2,150 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH | $38.20万 | 0.03% | 4,624 | 46 | 1.0% | $3,801 | 加仓 |
| MS | MORGAN STANLEY | $38.19万 | 0.03% | 1,827 | -2 | -0.1% | -$418 | 减仓 |
| XLV | STATE STREET HEALTH CARE | $38.08万 | 0.03% | 2,400 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL | $37.97万 | 0.03% | 7,840 | 838 | 12.0% | $4.06万 | 加仓 |
| IBM | IBM CORP | $37.45万 | 0.03% | 1,332 | -53 | -3.8% | -$1.49万 | 减仓 |
| LRCX | LAM RESH CORP | $36.89万 | 0.03% | 851 | 8 | 0.9% | $3,468 | 重新持有 |
| AMAT | APPLIED MATLS INC | $36.15万 | 0.03% | 500 | 0 | 0.0% | — | 重新持有 |
| KMI | KINDER MORGAN INC DEL | $36.07万 | 0.03% | 11,281 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $35.55万 | 0.03% | 1,315 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC NEW | $35.54万 | 0.03% | 1,469 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI USA | $35.28万 | 0.03% | 1,029 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP NEW | $34.53万 | 0.03% | 14,979 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $34.48万 | 0.03% | 1,519 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $34.41万 | 0.03% | 8,063 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $34.06万 | 0.03% | 2,323 | -125 | -5.1% | -$1.83万 | 减仓 |
| MA | MASTERCARD INC | $33.95万 | 0.03% | 661 | 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 |
| HSBC | HSBC HLDGS PLC F | $33.70万 | 0.03% | 3,544 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY MSCI REAL | $32.61万 | 0.03% | 11,131 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $32.05万 | 0.03% | 2,745 | 0 | 0.0% | — | 不变 |
| BSMU | INVESCO BULLETSHARES | $31.19万 | 0.03% | 14,232 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $31.19万 | 0.03% | 1,644 | 0 | 0.0% | — | 不变 |
| SXI | STANDEX INTL CORP | $31.01万 | 0.03% | 867 | 0 | 0.0% | — | 不变 |
| BSCW | INVESCO BULLETSHARES | $30.91万 | 0.03% | 15,072 | 0 | 0.0% | — | 不变 |
| SPIP | STATE STREET SPDR | $30.86万 | 0.03% | 12,018 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS | $30.78万 | 0.03% | 3,013 | 0 | 0.0% | — | 不变 |
| — | VANGUARD TOTAL | $30.42万 | 0.03% | 3,969 | 3,969 | — | $30.42万 | 新建仓 |
| IWD | ISHARES RUSSELL 1000 | $30.40万 | 0.03% | 1,254 | 27 | 2.2% | $6,544 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $29.70万 | 0.03% | 223 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X ARTIFICIAL | $29.49万 | 0.03% | 4,495 | 4,495 | — | $29.49万 | 新建仓 |
| ISCV | ISHARES MORNINGSTAR | $28.91万 | 0.02% | 3,691 | 10 | 0.3% | $783 | 加仓 |
| AON | AON PLC F | $28.49万 | 0.02% | 859 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE U.S. QUALITY | $27.66万 | 0.02% | 2,893 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N V F | $27.38万 | 0.02% | 8,725 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC F | $27.30万 | 0.02% | 526 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIE | $26.88万 | 0.02% | 795 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE | $26.72万 | 0.02% | 1,219 | 0 | 0.0% | — | 不变 |
| EEMS | ISHARES MSCI EMERGING | $26.55万 | 0.02% | 3,498 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS | $26.51万 | 0.02% | 1,789 | 200 | 12.6% | $2.96万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR M F | $26.51万 | 0.02% | 555 | 37 | 7.1% | $1.77万 | 重新持有 |
| MRK | MERCK & CO. INC. | $26.50万 | 0.02% | 2,062 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR | $26.24万 | 0.02% | 400 | 0 | 0.0% | — | 重新持有 |
| GE | GE AEROSPACE | $25.94万 | 0.02% | 694 | 0 | 0.0% | — | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC | $25.81万 | 0.02% | 621 | -60 | -8.8% | -$2.49万 | 重新持有 |
| HY | HYSTER YALE INC | $25.76万 | 0.02% | 7,346 | 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 |
| DUK | DUKE ENERGY CORP NEW | $25.48万 | 0.02% | 2,013 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD INTER-TERM | $25.42万 | 0.02% | 4,310 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $24.90万 | 0.02% | 1,638 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $24.74万 | 0.02% | 1,105 | -1,106 | -50.0% | -$24.76万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $24.43万 | 0.02% | 1,105 | 1,105 | — | $24.43万 | 新建仓 |