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 |
|---|---|---|---|---|---|---|---|---|
| — | 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 |
| — | US TREASURY | $0 | 0.00% | 0 | -208,000 | -100.0% | -$20.00万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -2,000 | -100.0% | -$19.97万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -225,000 | -100.0% | -$19.75万 | 清仓 |
| — | FLAT ROCK OPPORTUNITY CO | $0 | 0.00% | 0 | -12,161 | -100.0% | -$19.53万 | 清仓 |
| — | WHATCOM CNTY WASH S | $0 | 0.00% | 0 | -175,000 | -100.0% | -$19.48万 | 清仓 |
| — | FRANKLIN UTILITIES ADV | $0 | 0.00% | 0 | -7,724 | -100.0% | -$18.70万 | 清仓 |
| IYR | ISHARES US REAL ESTATE | $0 | 0.00% | 0 | -1,952 | -100.0% | -$18.33万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -692 | -100.0% | -$18.31万 | 清仓 |
| — | BURLESON TEX | $0 | 0.00% | 0 | -170,000 | -100.0% | -$18.18万 | 清仓 |
| HL | HECLA MNG CO | $0 | 0.00% | 0 | -9,000 | -100.0% | -$17.27万 | 清仓 |
| — | VANGUARD WINDSOR II ADMI | $0 | 0.00% | 0 | -2,064 | -100.0% | -$17.20万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,360 | -100.0% | -$17.04万 | 清仓 |
| IVLU | ISHARES MSCI INTL VALUE | $0 | 0.00% | 0 | -4,450 | -100.0% | -$16.93万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -179,000 | -100.0% | -$16.89万 | 清仓 |
| — | ELEMENT FLEET MANAGE F | $0 | 0.00% | 0 | -6,415 | -100.0% | -$16.85万 | 清仓 |
| — | WILDWOOD UTIL DEPEN | $0 | 0.00% | 0 | -150,000 | -100.0% | -$16.33万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WISCONSIN ST HEALTH | $0 | 0.00% | 0 | -160,000 | -100.0% | -$16.05万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -1,117 | -100.0% | -$16.03万 | 清仓 |
| SCHV | SCHWAB US LARGE CAP | $0 | 0.00% | 0 | -5,347 | -100.0% | -$15.83万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR M F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WEST VIRGINIA S | $0 | 0.00% | 0 | -160,000 | -100.0% | -$15.66万 | 清仓 |
| — | AMERICAN FUNDS INVMT CO | $0 | 0.00% | 0 | -2,462 | -100.0% | -$15.41万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -834 | -100.0% | -$15.35万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS I | $0 | 0.00% | 0 | -3,703 | -100.0% | -$15.08万 | 清仓 |
| — | BALANCED POOL | $0 | 0.00% | 0 | -1,548 | -100.0% | -$15.04万 | 清仓 |
| — | T. ROWE PRICE ALL-CAP OP | $0 | 0.00% | 0 | -1,870 | -100.0% | -$14.77万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -141,000 | -100.0% | -$14.74万 | 清仓 |
| ESGV | VANGUARD ESG US STOCK | $0 | 0.00% | 0 | -1,207 | -100.0% | -$14.60万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -372 | -100.0% | -$14.47万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -586 | -100.0% | -$14.43万 | 清仓 |
| LRCX | LAM RESH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMH | VANECK SEMICONDUCTOR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -1,542 | -100.0% | -$14.37万 | 清仓 |
| — | FLAT ROCK ENHANCED INCOM | $0 | 0.00% | 0 | -6,547 | -100.0% | -$14.32万 | 清仓 |
| — | HARBOR CAPITAL APPRECIAT | $0 | 0.00% | 0 | -1,218 | -100.0% | -$14.19万 | 清仓 |
| — | COLUMBIA DIVIDEND INCOME | $0 | 0.00% | 0 | -3,797 | -100.0% | -$14.05万 | 清仓 |
| ENB | ENBRIDGE INC F | $0 | 0.00% | 0 | -2,916 | -100.0% | -$13.95万 | 清仓 |
| SDOG | ALPS SECTOR DIVIDEND | $0 | 0.00% | 0 | -2,282 | -100.0% | -$13.80万 | 清仓 |
| EPI | WISDOMTREE INDIA | $0 | 0.00% | 0 | -2,973 | -100.0% | -$13.76万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -145,000 | -100.0% | -$13.72万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -155 | -100.0% | -$13.62万 | 清仓 |
| — | HAMILTON CNTY OHIO | $0 | 0.00% | 0 | -140,000 | -100.0% | -$13.62万 | 清仓 |
| DHR | DANAHER CORP | $0 | 0.00% | 0 | -590 | -100.0% | -$13.51万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,650 | -100.0% | -$13.48万 | 清仓 |
| FTCS | FIRST TRUST CAPITAL | $0 | 0.00% | 0 | -1,447 | -100.0% | -$13.39万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -132,000 | -100.0% | -$13.36万 | 清仓 |
| — | DIMENSIONAL U S CORE | $0 | 0.00% | 0 | -3,363 | -100.0% | -$13.31万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -1,140 | -100.0% | -$13.30万 | 清仓 |
| — | PUTNAM LARGE CAP VALUE Y | $0 | 0.00% | 0 | -3,389 | -100.0% | -$13.30万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -138,000 | -100.0% | -$13.05万 | 清仓 |
| EEM | ISHARES MSCI EMERGING | $0 | 0.00% | 0 | -2,364 | -100.0% | -$12.93万 | 清仓 |
| WPM | WHEATON PRECIOUS METAL F | $0 | 0.00% | 0 | -1,100 | -100.0% | -$12.93万 | 清仓 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -1,000 | -100.0% | -$12.90万 | 清仓 |
| SLV | ISHARES SILVER TRUST | $0 | 0.00% | 0 | -2,000 | -100.0% | -$12.88万 | 清仓 |
| GDX | VANECK GOLD MINERS ETF | $0 | 0.00% | 0 | -1,500 | -100.0% | -$12.87万 | 清仓 |
| TKR | TIMKEN CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | US TREASURY | $0 | 0.00% | 0 | -130,000 | -100.0% | -$12.85万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | US TREASURY | $0 | 0.00% | 0 | -128,000 | -100.0% | -$12.76万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -2,207 | -100.0% | -$12.73万 | 清仓 |
| — | AMERICAN FUNDS NEW PERSP | $0 | 0.00% | 0 | -1,737 | -100.0% | -$12.26万 | 清仓 |
| XLY | STATE STRT CONS DSRY SLT | $0 | 0.00% | 0 | -1,008 | -100.0% | -$12.04万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -112,000 | -100.0% | -$12.02万 | 清仓 |
| — | MFS MID CAP VALUE I | $0 | 0.00% | 0 | -3,849 | -100.0% | -$12.00万 | 清仓 |
| EWX | SPDR S&P EMERGING MRKT | $0 | 0.00% | 0 | -1,825 | -100.0% | -$11.98万 | 清仓 |
| SKE | SKEENA RES LTD NEW F | $0 | 0.00% | 0 | -5,000 | -100.0% | -$11.87万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -739 | -100.0% | -$11.85万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,028 | -100.0% | -$11.68万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -106,000 | -100.0% | -$11.67万 | 清仓 |
| EMXC | ISHARES MSCI EMERGING | $0 | 0.00% | 0 | -1,600 | -100.0% | -$11.63万 | 清仓 |
| — | SCHWAB 1000 INDEX | $0 | 0.00% | 0 | -7,969 | -100.0% | -$11.59万 | 清仓 |
| BLK | BLACKROCK INC NEW | $0 | 0.00% | 0 | -109 | -100.0% | -$11.59万 | 清仓 |
| — | DFA INTERMEDIATE GOVT FI | $0 | 0.00% | 0 | -10,279 | -100.0% | -$11.54万 | 清仓 |
| — | BASF SE F | $0 | 0.00% | 0 | -8,800 | -100.0% | -$11.40万 | 清仓 |
| NDSN | NORDSON CORP | $0 | 0.00% | 0 | -471 | -100.0% | -$11.32万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -2,250 | -100.0% | -$11.25万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -1,766 | -100.0% | -$11.25万 | 清仓 |
| — | MFS VALUE R6 | $0 | 0.00% | 0 | -2,253 | -100.0% | -$11.23万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -463 | -100.0% | -$11.17万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -508 | -100.0% | -$11.16万 | 清仓 |
| — | PENNSYLVANIA ST HIG | $0 | 0.00% | 0 | -100,000 | -100.0% | -$11.05万 | 清仓 |
| LQD | ISHARES IBOXX INVT GRADE | $0 | 0.00% | 0 | -989 | -100.0% | -$10.90万 | 清仓 |
| — | VANGUARD EQUITY-INCOME A | $0 | 0.00% | 0 | -1,169 | -100.0% | -$10.86万 | 清仓 |
| — | T. ROWE PRICE EQUITY IND | $0 | 0.00% | 0 | -606 | -100.0% | -$10.75万 | 清仓 |
| PKW | INVSC BUYBACK ACHIEVERS | $0 | 0.00% | 0 | -800 | -100.0% | -$10.75万 | 清仓 |
| PPTA | PERPETUA RES CORP F | $0 | 0.00% | 0 | -4,400 | -100.0% | -$10.65万 | 清仓 |
| EPD | ENTERPRISE PRODS PART LP | $0 | 0.00% | 0 | -3,300 | -100.0% | -$10.58万 | 清仓 |
| — | AMERICAN FUNDS AMCAP F3 | $0 | 0.00% | 0 | -2,259 | -100.0% | -$10.53万 | 清仓 |
| ELV | ELEVANCE HEALTH INC | $0 | 0.00% | 0 | -300 | -100.0% | -$10.52万 | 清仓 |
| — | AMERICAN FUNDS FUNDAMENT | $0 | 0.00% | 0 | -1,139 | -100.0% | -$10.44万 | 清仓 |