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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -1,290 | -100.0% | -$10.36万 | 清仓 |
| — | VANGUARD DEVELOPED MARKE | $0 | 0.00% | 0 | -5,119 | -100.0% | -$10.27万 | 清仓 |
| CEG | CONSTELLATION ENERGY COR | $0 | 0.00% | 0 | -289 | -100.0% | -$10.21万 | 清仓 |
| — | CLIFFWATER CORPORATE LEN | $0 | 0.00% | 0 | -9,752 | -100.0% | -$10.18万 | 清仓 |
| STNG | SCORPIO TANKERS INC F | $0 | 0.00% | 0 | -2,000 | -100.0% | -$10.17万 | 清仓 |
| — | PURDUE UNIV IND CTF | $0 | 0.00% | 0 | -100,000 | -100.0% | -$10.11万 | 清仓 |
| — | FIDELITY SELECT SEMICOND | $0 | 0.00% | 0 | -2,337 | -100.0% | -$10.10万 | 清仓 |
| — | BNY MELLON, NTNL | $0 | 0.00% | 0 | -100,000 | -100.0% | -$10.09万 | 清仓 |
| — | PGIM JENNISON FOCUSED GR | $0 | 0.00% | 0 | -2,988 | -100.0% | -$10.07万 | 清仓 |
| — | AMERICAN FUNDS CAPITAL I | $0 | 0.00% | 0 | -1,307 | -100.0% | -$10.04万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -100,000 | -100.0% | -$10.00万 | 清仓 |
| — | MORGAN STANLEY VAR | $0 | 0.00% | 0 | -100,000 | -100.0% | -$9.97万 | 清仓 |
| — | CAPITAL ONE FINL VAR | $0 | 0.00% | 0 | -100,000 | -100.0% | -$9.96万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -876 | -100.0% | -$9.83万 | 清仓 |
| LECO | LINCOLN ELEC HLDGS INC | $0 | 0.00% | 0 | -406 | -100.0% | -$9.72万 | 清仓 |
| — | DFA US LARGE CAP VALUE I | $0 | 0.00% | 0 | -1,724 | -100.0% | -$9.71万 | 清仓 |
| NEU | NEWMARKET CORP | $0 | 0.00% | 0 | -140 | -100.0% | -$9.62万 | 清仓 |
| MDT | MEDTRONIC PLC F | $0 | 0.00% | 0 | -1,000 | -100.0% | -$9.61万 | 清仓 |
| — | CANAL WINCHESTER OH | $0 | 0.00% | 0 | -125,000 | -100.0% | -$9.56万 | 清仓 |
| TIPX | ST SRT SPDR BMBG 1 10 | $0 | 0.00% | 0 | -5,000 | -100.0% | -$9.54万 | 清仓 |
| PSA | PUBLIC STORAGE | $0 | 0.00% | 0 | -366 | -100.0% | -$9.50万 | 清仓 |
| — | T. ROWE PRICE SMALL-CAP | $0 | 0.00% | 0 | -1,858 | -100.0% | -$9.48万 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -943 | -100.0% | -$9.42万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -707 | -100.0% | -$9.38万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -1,272 | -100.0% | -$9.37万 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -2,000 | -100.0% | -$9.36万 | 清仓 |
| SPYG | ST STRT SPDR PRTL S&P | $0 | 0.00% | 0 | -876 | -100.0% | -$9.33万 | 清仓 |
| BMI | BADGER METER INC | $0 | 0.00% | 0 | -534 | -100.0% | -$9.31万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -600 | -100.0% | -$9.22万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -103,000 | -100.0% | -$9.01万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -102,000 | -100.0% | -$8.89万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -95,000 | -100.0% | -$8.87万 | 清仓 |
| VLO | VALERO ENERGY CORP NEW | $0 | 0.00% | 0 | -545 | -100.0% | -$8.87万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -801 | -100.0% | -$8.83万 | 清仓 |
| — | COLUMBUS OHIO | $0 | 0.00% | 0 | -80,000 | -100.0% | -$8.83万 | 清仓 |
| SCYB | SCHWAB HIGH YIELD BOND | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AKRE | AKRE FOCUS ETF | $0 | 0.00% | 0 | -1,339 | -100.0% | -$8.77万 | 清仓 |
| — | FIDELITY CONTRAFUND | $0 | 0.00% | 0 | -3,583 | -100.0% | -$8.71万 | 清仓 |
| — | KENTUCKY ST PPTY | $0 | 0.00% | 0 | -80,000 | -100.0% | -$8.65万 | 清仓 |
| BRC | BRADY CORP | $0 | 0.00% | 0 | -1,092 | -100.0% | -$8.56万 | 清仓 |
| — | JANUS HENDERSON ENTERPRI | $0 | 0.00% | 0 | -596 | -100.0% | -$8.52万 | 清仓 |
| — | AMERICAN FUNDS CAPITAL W | $0 | 0.00% | 0 | -1,190 | -100.0% | -$8.49万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -91,000 | -100.0% | -$8.49万 | 清仓 |
| IEMG | ISHARES CORE MSCI | $0 | 0.00% | 0 | -1,262 | -100.0% | -$8.48万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -905 | -100.0% | -$8.47万 | 清仓 |
| — | VANGUARD TAX-MANAGED BAL | $0 | 0.00% | 0 | -1,713 | -100.0% | -$8.43万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -87,000 | -100.0% | -$8.37万 | 清仓 |
| — | MACQUARIE GROUP LTD F | $0 | 0.00% | 0 | -590 | -100.0% | -$7.99万 | 清仓 |
| — | DFA US SMALL CAP I | $0 | 0.00% | 0 | -1,524 | -100.0% | -$7.96万 | 清仓 |
| WDS | WOODSIDE ENERGY GROUP F | $0 | 0.00% | 0 | -5,064 | -100.0% | -$7.89万 | 清仓 |
| — | CONSERVATIVE POOL | $0 | 0.00% | 0 | -3,759 | -100.0% | -$7.78万 | 清仓 |
| PAAS | PAN AMERN SILVER CORP F | $0 | 0.00% | 0 | -1,500 | -100.0% | -$7.77万 | 清仓 |
| — | AMERICAN FUNDS AMERICAN | $0 | 0.00% | 0 | -1,256 | -100.0% | -$7.46万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSIN | $0 | 0.00% | 0 | -290 | -100.0% | -$7.46万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES IN | $0 | 0.00% | 0 | -415 | -100.0% | -$7.38万 | 清仓 |
| LSCC | LATTICE SEMICONDUCTOR CO | $0 | 0.00% | 0 | -1,000 | -100.0% | -$7.36万 | 清仓 |
| UFPI | UFP INDS INC | $0 | 0.00% | 0 | -798 | -100.0% | -$7.27万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -660 | -100.0% | -$7.23万 | 清仓 |
| — | DFA LARGE CAP INTERNATIO | $0 | 0.00% | 0 | -2,080 | -100.0% | -$7.20万 | 清仓 |
| FNDC | SCHWAB FUNDTL INTRNL SML | $0 | 0.00% | 0 | -1,579 | -100.0% | -$7.03万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -492 | -100.0% | -$6.96万 | 清仓 |
| — | VANGUARD HEALTH CARE ADM | $0 | 0.00% | 0 | -806 | -100.0% | -$6.94万 | 清仓 |
| — | COLUMBUS OHIO | $0 | 0.00% | 0 | -65,000 | -100.0% | -$6.93万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -204 | -100.0% | -$6.87万 | 清仓 |
| XT | ISHARES FUTURE EXPONENTL | $0 | 0.00% | 0 | -978 | -100.0% | -$6.82万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -360 | -100.0% | -$6.77万 | 清仓 |
| — | CLEVELAND OHIO WTR | $0 | 0.00% | 0 | -65,000 | -100.0% | -$6.66万 | 清仓 |
| — | OHIO ST WTR DEV AUT | $0 | 0.00% | 0 | -60,000 | -100.0% | -$6.58万 | 清仓 |
| CHD | CHURCH & DWIGHT INC | $0 | 0.00% | 0 | -784 | -100.0% | -$6.57万 | 清仓 |
| VGT | VANGUARD INFORMATION | $0 | 0.00% | 0 | -87 | -100.0% | -$6.56万 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -670 | -100.0% | -$6.55万 | 清仓 |
| IAGG | ISHARES INTERNTINL | $0 | 0.00% | 0 | -1,298 | -100.0% | -$6.49万 | 清仓 |
| SKYY | FIRST TRUST CLOUD | $0 | 0.00% | 0 | -496 | -100.0% | -$6.45万 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -623 | -100.0% | -$6.38万 | 清仓 |
| — | VANGUARD REAL ESTATE IND | $0 | 0.00% | 0 | -507 | -100.0% | -$6.34万 | 清仓 |
| — | CLEVELAND OHIO INCO | $0 | 0.00% | 0 | -60,000 | -100.0% | -$6.33万 | 清仓 |
| — | DFA FIVE-YEAR GLOBAL FIX | $0 | 0.00% | 0 | -6,270 | -100.0% | -$6.29万 | 清仓 |
| BSCY | INVESCO BULLETSHARES | $0 | 0.00% | 0 | -2,989 | -100.0% | -$6.28万 | 清仓 |
| — | DODGE & COX STOCK I | $0 | 0.00% | 0 | -3,777 | -100.0% | -$6.26万 | 清仓 |
| DBA | INVESCO DB AGRICULTURE | $0 | 0.00% | 0 | -2,450 | -100.0% | -$6.25万 | 清仓 |
| UBS | UBS GROUP AG F | $0 | 0.00% | 0 | -1,350 | -100.0% | -$6.25万 | 清仓 |
| — | GS FIN CORP. | $0 | 0.00% | 0 | -50,000 | -100.0% | -$6.24万 | 清仓 |
| — | VANGUARD BALANCED INDEX | $0 | 0.00% | 0 | -1,202 | -100.0% | -$6.22万 | 清仓 |
| — | OHIO ST WTR DEV AUT | $0 | 0.00% | 0 | -55,000 | -100.0% | -$6.20万 | 清仓 |
| GNRC | GENERAC HLDGS INC | $0 | 0.00% | 0 | -450 | -100.0% | -$6.14万 | 清仓 |
| AMD | ADVANCED MICRO DEVIC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SILJ | AMPLIFY JUNIOR SILVER | $0 | 0.00% | 0 | -2,200 | -100.0% | -$6.09万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -50 | -100.0% | -$6.08万 | 清仓 |
| EIS | ISHARES MSCI ISRAEL ETF | $0 | 0.00% | 0 | -551 | -100.0% | -$6.06万 | 清仓 |
| — | FIDELITY MAGELLAN | $0 | 0.00% | 0 | -4,051 | -100.0% | -$6.06万 | 清仓 |
| — | VANGUARD WELLINGTON ADMI | $0 | 0.00% | 0 | -780 | -100.0% | -$6.02万 | 清仓 |
| EFG | ISHARES MSCI EAFE GROWTH | $0 | 0.00% | 0 | -527 | -100.0% | -$6.00万 | 清仓 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | -500 | -100.0% | -$5.98万 | 清仓 |
| — | VICTORY DIVERSIFIED STOC | $0 | 0.00% | 0 | -2,466 | -100.0% | -$5.96万 | 清仓 |
| SII | SPROTT INC F | $0 | 0.00% | 0 | -600 | -100.0% | -$5.88万 | 清仓 |
| SPMB | ST STRET SPDR PRTFL MRTG | $0 | 0.00% | 0 | -2,590 | -100.0% | -$5.81万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -358 | -100.0% | -$5.73万 | 清仓 |
| — | MOJAVE CALIF WTR AG | $0 | 0.00% | 0 | -55,000 | -100.0% | -$5.71万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -58,000 | -100.0% | -$5.70万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -57,000 | -100.0% | -$5.68万 | 清仓 |