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 |
|---|---|---|---|---|---|---|---|---|
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -172 | -100.0% | -$3.90万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $0 | 0.00% | 0 | -468 | -100.0% | -$3.84万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $0 | 0.00% | 0 | -600 | -100.0% | -$3.82万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -948 | -100.0% | -$3.81万 | 清仓 |
| FCX | FREEPORT-MCMORAN INC | $0 | 0.00% | 0 | -750 | -100.0% | -$3.81万 | 清仓 |
| IBTL | ISHARES IBONDS DEC 2031 | $0 | 0.00% | 0 | -1,855 | -100.0% | -$3.81万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -131 | -100.0% | -$3.78万 | 清仓 |
| XBI | STATE STREET SPDR S&P | $0 | 0.00% | 0 | -309 | -100.0% | -$3.76万 | 清仓 |
| ENVX | ENOVIX CORP | $0 | 0.00% | 0 | -5,000 | -100.0% | -$3.65万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -240 | -100.0% | -$3.63万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -416 | -100.0% | -$3.63万 | 清仓 |
| — | VANGUARD DIVIDEND GROWTH | $0 | 0.00% | 0 | -1,101 | -100.0% | -$3.62万 | 清仓 |
| — | APOLLO DIVERSIFIED REAL | $0 | 0.00% | 0 | -1,525 | -100.0% | -$3.60万 | 清仓 |
| AYI | ACUITY INC. | $0 | 0.00% | 0 | -100 | -100.0% | -$3.60万 | 清仓 |
| — | INCOME INDEX POOL | $0 | 0.00% | 0 | -3,297 | -100.0% | -$3.57万 | 清仓 |
| TIP | ISHARES TIPS BOND ETF | $0 | 0.00% | 0 | -326 | -100.0% | -$3.57万 | 清仓 |
| — | OHIO ST | $0 | 0.00% | 0 | -35,000 | -100.0% | -$3.56万 | 清仓 |
| — | VICTORY PIONEER INTERNAT | $0 | 0.00% | 0 | -1,033 | -100.0% | -$3.56万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -446 | -100.0% | -$3.52万 | 清仓 |
| SPTM | ST SRT SPDR PTFL S&P | $0 | 0.00% | 0 | -426 | -100.0% | -$3.51万 | 清仓 |
| — | WEBSTER BANK, N.A | $0 | 0.00% | 0 | -35,000 | -100.0% | -$3.50万 | 清仓 |
| — | INVSC MSCI GLOBAL TIMBER | $0 | 0.00% | 0 | -1,200 | -100.0% | -$3.49万 | 清仓 |
| — | NOMURA LARGE CAP GROWTH | $0 | 0.00% | 0 | -847 | -100.0% | -$3.44万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -1,371 | -100.0% | -$3.41万 | 清仓 |
| GMF | SPDR S&P EMERGING ASIA | $0 | 0.00% | 0 | -245 | -100.0% | -$3.40万 | 清仓 |
| EWC | ISHARES MSCI CANADA ETF | $0 | 0.00% | 0 | -630 | -100.0% | -$3.40万 | 清仓 |
| — | T. ROWE PRICE GLOBAL MUL | $0 | 0.00% | 0 | -3,359 | -100.0% | -$3.37万 | 清仓 |
| XLF | STE STRT FINCL SLCT | $0 | 0.00% | 0 | -615 | -100.0% | -$3.37万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -382 | -100.0% | -$3.34万 | 清仓 |
| CRUS | CIRRUS LOGIC INC | $0 | 0.00% | 0 | -280 | -100.0% | -$3.32万 | 清仓 |
| PHYS | SPROTT PHYSICAL GOLD ETV | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3.30万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -136 | -100.0% | -$3.30万 | 清仓 |
| SXT | SENSIENT TECHNOLOGIES CO | $0 | 0.00% | 0 | -350 | -100.0% | -$3.29万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -32,000 | -100.0% | -$3.24万 | 清仓 |
| — | FRANKLIN CNTY OHIO | $0 | 0.00% | 0 | -30,000 | -100.0% | -$3.23万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -166 | -100.0% | -$3.22万 | 清仓 |
| ASML | ASML HLDG N V F | $0 | 0.00% | 0 | -30 | -100.0% | -$3.21万 | 清仓 |
| DES | WISDOMTREE US SMALLCAP | $0 | 0.00% | 0 | -953 | -100.0% | -$3.19万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -37 | -100.0% | -$3.13万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -31,000 | -100.0% | -$3.13万 | 清仓 |
| EMLP | FIRST TRUST NORTH | $0 | 0.00% | 0 | -825 | -100.0% | -$3.12万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -192 | -100.0% | -$3.12万 | 清仓 |
| — | CLEVELAND OHIO INCO | $0 | 0.00% | 0 | -30,000 | -100.0% | -$3.10万 | 清仓 |
| XLI | STATE STRT INDSTL SLCT | $0 | 0.00% | 0 | -200 | -100.0% | -$3.10万 | 清仓 |
| VNQI | VANGUARD GLBAL EX US | $0 | 0.00% | 0 | -669 | -100.0% | -$3.07万 | 清仓 |
| — | FLAT ROCK CORE INCOME | $0 | 0.00% | 0 | -1,551 | -100.0% | -$3.05万 | 清仓 |
| AOK | ISHARES CORE 30 70 CON | $0 | 0.00% | 0 | -753 | -100.0% | -$3.02万 | 清仓 |
| — | MIAMI-DADE CNTY FLA | $0 | 0.00% | 0 | -30,000 | -100.0% | -$3.01万 | 清仓 |
| — | AMERICAN FUNDS NEW WORLD | $0 | 0.00% | 0 | -317 | -100.0% | -$2.95万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC N | $0 | 0.00% | 0 | -200 | -100.0% | -$2.90万 | 清仓 |
| IMCG | ISHARES MORGSTAR MID CAP | $0 | 0.00% | 0 | -360 | -100.0% | -$2.87万 | 清仓 |
| VRT | VERTIV HLDGS CO | $0 | 0.00% | 0 | -176 | -100.0% | -$2.85万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -50 | -100.0% | -$2.85万 | 清仓 |
| KMT | KENNAMETAL INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.84万 | 清仓 |
| — | SCHWAB US LARGE-CAP GRO | $0 | 0.00% | 0 | -1,616 | -100.0% | -$2.83万 | 清仓 |
| RWX | SPDR DOW JONES INTER | $0 | 0.00% | 0 | -1,009 | -100.0% | -$2.83万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -28,000 | -100.0% | -$2.82万 | 清仓 |
| — | PAYDEN LOW DURATION SI | $0 | 0.00% | 0 | -2,854 | -100.0% | -$2.82万 | 清仓 |
| IWS | ISHARES RUSSELL MID CAP | $0 | 0.00% | 0 | -200 | -100.0% | -$2.82万 | 清仓 |
| EW | EDWARDS LIFESCIENCES COR | $0 | 0.00% | 0 | -330 | -100.0% | -$2.81万 | 清仓 |
| — | T. ROWE PRICE SHORT-TERM | $0 | 0.00% | 0 | -6,008 | -100.0% | -$2.80万 | 清仓 |
| FUN | SIX FLAGS ENTMT CORP | $0 | 0.00% | 0 | -1,825 | -100.0% | -$2.80万 | 清仓 |
| TRV | TRAVELERS COS INC | $0 | 0.00% | 0 | -97 | -100.0% | -$2.79万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -128 | -100.0% | -$2.78万 | 清仓 |
| KXI | ISHARES GLOBAL CONSUMER | $0 | 0.00% | 0 | -426 | -100.0% | -$2.75万 | 清仓 |
| — | DFA EMERGING MARKETS COR | $0 | 0.00% | 0 | -942 | -100.0% | -$2.74万 | 清仓 |
| — | OHIO ST UNIV GEN RC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.74万 | 清仓 |
| — | DFA INTERNATIONAL SMALL | $0 | 0.00% | 0 | -876 | -100.0% | -$2.71万 | 清仓 |
| KWR | QUAKER HOUGHTON | $0 | 0.00% | 0 | -196 | -100.0% | -$2.69万 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS | $0 | 0.00% | 0 | -550 | -100.0% | -$2.67万 | 清仓 |
| — | KUBOTA LTD F | $0 | 0.00% | 0 | -375 | -100.0% | -$2.63万 | 清仓 |
| — | WRIGHT ST UNIV OHIO | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.62万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -135 | -100.0% | -$2.62万 | 清仓 |
| — | OSISKO DEV CORP F | $0 | 0.00% | 0 | -7,500 | -100.0% | -$2.62万 | 清仓 |
| — | VANGUARD MID-CAP VALUE I | $0 | 0.00% | 0 | -285 | -100.0% | -$2.62万 | 清仓 |
| — | OHIO ST | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.62万 | 清仓 |
| — | FULLERTHALER BEHAVIORAL | $0 | 0.00% | 0 | -521 | -100.0% | -$2.61万 | 清仓 |
| SCZ | ISHARES MSCI EAFE SMALL | $0 | 0.00% | 0 | -334 | -100.0% | -$2.58万 | 清仓 |
| SHEL | SHELL PLC F | $0 | 0.00% | 0 | -351 | -100.0% | -$2.58万 | 清仓 |
| — | OHIO ST SPL OBLIG | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.58万 | 清仓 |
| KOMP | ST SRT SPDR S&P KNSH NW | $0 | 0.00% | 0 | -430 | -100.0% | -$2.57万 | 清仓 |
| QS | QUANTUMSCAPE CORP | $0 | 0.00% | 0 | -2,445 | -100.0% | -$2.55万 | 清仓 |
| — | ALTRIA GROUP, INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.54万 | 清仓 |
| — | ECOPETROL S.A. | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.54万 | 清仓 |
| — | EPR PROPERTIES | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.50万 | 清仓 |
| TEL | TE CONNECTIVITY PLC F | $0 | 0.00% | 0 | -110 | -100.0% | -$2.50万 | 清仓 |
| — | CME GROUP INC. | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.50万 | 清仓 |
| — | BERKSHIRE HATHA | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.50万 | 清仓 |
| — | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.49万 | 清仓 |
| — | MORGAN STANLEY | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.49万 | 清仓 |
| — | CINTAS CORP | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.49万 | 清仓 |
| — | ANALOG DEVICES | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.49万 | 清仓 |
| — | NICHOLAS II I | $0 | 0.00% | 0 | -849 | -100.0% | -$2.48万 | 清仓 |
| XME | ST SRT SPDR S&P MTLS AND | $0 | 0.00% | 0 | -240 | -100.0% | -$2.48万 | 清仓 |
| — | BAIN CAPITAL SPE | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.46万 | 清仓 |
| NANR | SPDR S&P NRTH AMRCN NTRL | $0 | 0.00% | 0 | -363 | -100.0% | -$2.46万 | 清仓 |
| — | THE BANK OF NEW | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.46万 | 清仓 |
| — | THE CHARLES SCHWA VAR | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.45万 | 清仓 |
| — | PROSPECT CAPITA | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.44万 | 清仓 |
| — | ADVISORS DISCIPLINED | $0 | 0.00% | 0 | -39 | -100.0% | -$2.44万 | 清仓 |