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 |
|---|---|---|---|---|---|---|---|---|
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -170 | -100.0% | -$2.44万 | 清仓 |
| — | MORAINE OHIO | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.43万 | 清仓 |
| IDOG | ALPS INTL SECTOR | $0 | 0.00% | 0 | -630 | -100.0% | -$2.43万 | 清仓 |
| — | WESTERN ASSET INVSTMNT G | $0 | 0.00% | 0 | -1,939 | -100.0% | -$2.42万 | 清仓 |
| XLC | STE STRT COMTN SR SLCT | $0 | 0.00% | 0 | -205 | -100.0% | -$2.41万 | 清仓 |
| — | NOMURA MID CAP INCOME OP | $0 | 0.00% | 0 | -1,414 | -100.0% | -$2.41万 | 清仓 |
| — | CDW LLC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.40万 | 清仓 |
| — | VANGUARD TOTAL INTL STOC | $0 | 0.00% | 0 | -592 | -100.0% | -$2.40万 | 清仓 |
| TFX | TELEFLEX INC | $0 | 0.00% | 0 | -196 | -100.0% | -$2.39万 | 清仓 |
| — | ATHENE HOLDING LT | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.36万 | 清仓 |
| — | FAIRFIELD CNTY OHIO | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.34万 | 清仓 |
| SYK | STRYKER CORP | $0 | 0.00% | 0 | -66 | -100.0% | -$2.32万 | 清仓 |
| — | DUKE ENERGY CARO | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.30万 | 清仓 |
| XLB | STATE STRET MATRL SLCT | $0 | 0.00% | 0 | -504 | -100.0% | -$2.29万 | 清仓 |
| — | OHIO ST TPK COMM | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.27万 | 清仓 |
| FNDA | SCHWAB FUNDAMNTL US SML | $0 | 0.00% | 0 | -719 | -100.0% | -$2.27万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -1,700 | -100.0% | -$2.26万 | 清仓 |
| — | TOWPATH FOCUS INSTITUTIO | $0 | 0.00% | 0 | -1,183 | -100.0% | -$2.25万 | 清仓 |
| NUVB | NUVATION BIO INC A | $0 | 0.00% | 0 | -2,500 | -100.0% | -$2.24万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -213 | -100.0% | -$2.24万 | 清仓 |
| — | MFS INTERNATIONAL INTRIN | $0 | 0.00% | 0 | -505 | -100.0% | -$2.20万 | 清仓 |
| — | INTEL CORP | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.19万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -273 | -100.0% | -$2.17万 | 清仓 |
| RKT | ROCKET COMPANIES CLA A | $0 | 0.00% | 0 | -1,119 | -100.0% | -$2.17万 | 清仓 |
| — | AMERICAN CENTURY SELECT | $0 | 0.00% | 0 | -161 | -100.0% | -$2.16万 | 清仓 |
| RACE | FERRARI N V NEW F | $0 | 0.00% | 0 | -58 | -100.0% | -$2.14万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -22,000 | -100.0% | -$2.14万 | 清仓 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | -400 | -100.0% | -$2.13万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES IN | $0 | 0.00% | 0 | -72 | -100.0% | -$2.11万 | 清仓 |
| DIA | SPDR DOW JONES | $0 | 0.00% | 0 | -44 | -100.0% | -$2.09万 | 清仓 |
| UPS | UNITED PARCEL SVC INC | $0 | 0.00% | 0 | -210 | -100.0% | -$2.08万 | 清仓 |
| — | LEBANON OHIO CITY S | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.08万 | 清仓 |
| — | OHIO ST WTR DEV AUT | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.07万 | 清仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $0 | 0.00% | 0 | -382 | -100.0% | -$2.06万 | 清仓 |
| — | VANGUARD ENERGY ADM | $0 | 0.00% | 0 | -220 | -100.0% | -$2.04万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$2.02万 | 清仓 |
| — | CONAGRA BRANDS | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.02万 | 清仓 |
| — | FIRST CITIZE | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.02万 | 清仓 |
| — | US TREASURY | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.02万 | 清仓 |
| — | KN CAPITAL TRUST | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.01万 | 清仓 |
| — | WEST VIRGINIA ST HO | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.01万 | 清仓 |
| — | MYLAN, INC. | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.00万 | 清仓 |
| — | VIATRIS INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.00万 | 清仓 |
| — | BRIGHTHOUSE FINL | $0 | 0.00% | 0 | -20,000 | -100.0% | -$1.97万 | 清仓 |
| — | JPMORGAN GROWTH ADVANTAG | $0 | 0.00% | 0 | -472 | -100.0% | -$1.97万 | 清仓 |
| — | AEGON FUNDING CO | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.97万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -365 | -100.0% | -$1.96万 | 清仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -210 | -100.0% | -$1.92万 | 清仓 |
| — | VANGUARD SMALL CAP VALUE | $0 | 0.00% | 0 | -211 | -100.0% | -$1.91万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -110 | -100.0% | -$1.91万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -155 | -100.0% | -$1.90万 | 清仓 |
| — | NTNL RURAL UTILI | $0 | 0.00% | 0 | -800 | -100.0% | -$1.89万 | 清仓 |
| CART | MAPLEBEAR INC | $0 | 0.00% | 0 | -420 | -100.0% | -$1.89万 | 清仓 |
| NZF | NUVEEN MUNICIPAL CREDIT | $0 | 0.00% | 0 | -1,500 | -100.0% | -$1.89万 | 清仓 |
| XLP | STE SRT CNSR STPLS SLCT | $0 | 0.00% | 0 | -241 | -100.0% | -$1.87万 | 清仓 |
| CRH | CRH PUBLIC LIMITED CO F | $0 | 0.00% | 0 | -150 | -100.0% | -$1.87万 | 清仓 |
| BKCH | GLOBAL X BLOCKCHAIN ETF | $0 | 0.00% | 0 | -292 | -100.0% | -$1.87万 | 清仓 |
| STAG | STAG INDL INC | $0 | 0.00% | 0 | -502 | -100.0% | -$1.85万 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$1.84万 | 清仓 |
| — | VANGUARD HIGH DIVIDEND Y | $0 | 0.00% | 0 | -424 | -100.0% | -$1.83万 | 清仓 |
| — | VANGUARD PACIFIC STOCK I | $0 | 0.00% | 0 | -162 | -100.0% | -$1.81万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND F | $0 | 0.00% | 0 | -68 | -100.0% | -$1.81万 | 清仓 |
| — | OHIO MUN ELEC GENER | $0 | 0.00% | 0 | -20,000 | -100.0% | -$1.81万 | 清仓 |
| — | ALLIANZ SE F | $0 | 0.00% | 0 | -392 | -100.0% | -$1.80万 | 清仓 |
| — | INVESCO INTERNATIONAL VA | $0 | 0.00% | 0 | -536 | -100.0% | -$1.78万 | 清仓 |
| BP | BP P L C F | $0 | 0.00% | 0 | -503 | -100.0% | -$1.75万 | 清仓 |
| PRF | INVESCO RAFI US 1000 | $0 | 0.00% | 0 | -370 | -100.0% | -$1.74万 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -158 | -100.0% | -$1.72万 | 清仓 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -636 | -100.0% | -$1.69万 | 清仓 |
| HXL | HEXCEL CORP NEW | $0 | 0.00% | 0 | -228 | -100.0% | -$1.69万 | 清仓 |
| — | FRANKLIN DYNATECH R6 | $0 | 0.00% | 0 | -85 | -100.0% | -$1.68万 | 清仓 |
| — | VANGUARD INTERNATIONAL V | $0 | 0.00% | 0 | -404 | -100.0% | -$1.66万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | -228 | -100.0% | -$1.59万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -200 | -100.0% | -$1.58万 | 清仓 |
| PRFZ | INVSC RAFI US 1500 SML | $0 | 0.00% | 0 | -345 | -100.0% | -$1.58万 | 清仓 |
| IWP | ISHARES RUSSELL MID CAP | $0 | 0.00% | 0 | -115 | -100.0% | -$1.57万 | 清仓 |
| — | TEVA PHARMACEUTICAL IN F | $0 | 0.00% | 0 | -500 | -100.0% | -$1.56万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -345 | -100.0% | -$1.55万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -69 | -100.0% | -$1.53万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GR | $0 | 0.00% | 0 | -190 | -100.0% | -$1.53万 | 清仓 |
| — | VANGUARD TAX-MANAGED SMA | $0 | 0.00% | 0 | -155 | -100.0% | -$1.52万 | 清仓 |
| — | INTL EQUITY MANAGED POOL | $0 | 0.00% | 0 | -750 | -100.0% | -$1.51万 | 清仓 |
| SWK | STANLEY BLACK & DECKER I | $0 | 0.00% | 0 | -200 | -100.0% | -$1.49万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD F | $0 | 0.00% | 0 | -100 | -100.0% | -$1.47万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -42 | -100.0% | -$1.44万 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -600 | -100.0% | -$1.42万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -25 | -100.0% | -$1.42万 | 清仓 |
| MTB | M&T BK CORP | $0 | 0.00% | 0 | -70 | -100.0% | -$1.41万 | 清仓 |
| — | RUPERT RES LTD F | $0 | 0.00% | 0 | -3,000 | -100.0% | -$1.41万 | 清仓 |
| — | INLAND REAL ESTATE INCOM | $0 | 0.00% | 0 | -833 | -100.0% | -$1.41万 | 清仓 |
| — | AMERICAN CENTURY GROWTH | $0 | 0.00% | 0 | -235 | -100.0% | -$1.40万 | 清仓 |
| BAC | BANK OF AMERICA CORP | $0 | 0.00% | 0 | -250 | -100.0% | -$1.38万 | 清仓 |
| KRE | ST SRT SPDR S&P RGNL | $0 | 0.00% | 0 | -210 | -100.0% | -$1.36万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -51 | -100.0% | -$1.34万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -51 | -100.0% | -$1.32万 | 清仓 |
| XLU | STATE STRT UTLTES SLET | $0 | 0.00% | 0 | -308 | -100.0% | -$1.31万 | 清仓 |
| IYF | ISHARES US FINANCIALS | $0 | 0.00% | 0 | -102 | -100.0% | -$1.31万 | 清仓 |
| DINO | HF SINCLAIR CORP | $0 | 0.00% | 0 | -282 | -100.0% | -$1.30万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -901 | -100.0% | -$1.29万 | 清仓 |
| VAC | MARRIOTT VACATIONS WORLD | $0 | 0.00% | 0 | -222 | -100.0% | -$1.28万 | 清仓 |