KAVAR CAPITAL PARTNERS GROUP, LLC
LEAWOOD KS · SEC CIK 0001841766
$7.98亿2026Q1 申报市值
213持仓数
38.5%前十大占比 · 第一大 5.6%
27 / 8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
AOM 新建仓+$1,231.42万
BND 重新持有+$741.96万
BINC 重新持有+$503.34万
BSV 新建仓+$333.54万
AMD 加仓+$212.48万
2026Q1 卖出最多 按季末市值估算
LNG 减仓-$301.36万
NVO 清仓-$160.32万
ADBE 清仓-$134.22万
DEO 减仓-$111.27万
GOOGL 减仓-$56.88万
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 |
|---|---|---|---|---|---|---|---|---|
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -31,509 | -100.0% | -$160.32万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -3,835 | -100.0% | -$134.22万 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | -13,150 | -100.0% | -$27.41万 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV | $0 | 0.00% | 0 | -16,515 | -100.0% | -$26.18万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,044 | -100.0% | -$25.04万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -879 | -100.0% | -$23.29万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -600 | -100.0% | -$20.27万 | 清仓 |
| CBZ | CBIZ INC | $0 | 0.00% | 0 | -4,015 | -100.0% | -$20.26万 | 清仓 |
| GDRX | GOODRX HLDGS INC | $6.10万 | 0.01% | 31,145 | 0 | 0.0% | — | 不变 |
| GSBD | GOLDMAN SACHS BDC INC | $11.94万 | 0.01% | 13,450 | -4,979 | -27.0% | -$4.42万 | 重新持有 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $12.32万 | 0.02% | 93,319 | 93,319 | — | $12.32万 | 新建仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $16.70万 | 0.02% | 14,000 | 0 | 0.0% | — | 重新持有 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $18.21万 | 0.02% | 16,465 | 16,465 | — | $18.21万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $20.02万 | 0.03% | 735 | -90 | -10.9% | -$2.45万 | 减仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $20.46万 | 0.03% | 14,250 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $20.60万 | 0.03% | 3,634 | 50 | 1.4% | $2,834 | 加仓 |
| GLDM | WORLD GOLD TR | $20.99万 | 0.03% | 2,265 | 2,265 | — | $20.99万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $21.27万 | 0.03% | 2,360 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $21.42万 | 0.03% | 1,456 | 0 | 0.0% | — | 不变 |
| SMB | VANECK ETF TRUST | $21.62万 | 0.03% | 12,500 | 0 | 0.0% | — | 重新持有 |
| PSX | PHILLIPS 66 | $21.83万 | 0.03% | 1,198 | 1,198 | — | $21.83万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $22.20万 | 0.03% | 4,732 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $22.45万 | 0.03% | 3,840 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $22.49万 | 0.03% | 3,300 | 3,300 | — | $22.49万 | 新建仓 |
| BSVO | EA SERIES TRUST | $22.66万 | 0.03% | 8,931 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $22.87万 | 0.03% | 496 | -6 | -1.2% | -$2,766 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $23.11万 | 0.03% | 1,541 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $23.58万 | 0.03% | 56 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $23.66万 | 0.03% | 3,414 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $23.97万 | 0.03% | 2,812 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $24.12万 | 0.03% | 740 | 0 | 0.0% | — | 不变 |
| TPHD | TIMOTHY PLAN | $24.16万 | 0.03% | 5,841 | 650 | 12.5% | $2.69万 | 加仓 |
| IFRA | ISHARES TR | $24.20万 | 0.03% | 4,230 | 4,230 | — | $24.20万 | 新建仓 |
| TPIF | TIMOTHY PLAN | $24.24万 | 0.03% | 6,727 | 625 | 10.2% | $2.25万 | 加仓 |
| — | SELECTQUOTE INC | $24.63万 | 0.03% | 391,312 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $24.89万 | 0.03% | 1,933 | -44 | -2.2% | -$5,666 | 减仓 |
| GSK | GSK PLC | $25.37万 | 0.03% | 4,597 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $25.62万 | 0.03% | 882 | 18 | 2.1% | $5,229 | 加仓 |
| ETN | EATON CORP PLC | $25.64万 | 0.03% | 717 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $26.03万 | 0.03% | 4,371 | 4,371 | — | $26.03万 | 新建仓 |
| LIN | LINDE PLC | $26.47万 | 0.03% | 534 | 9 | 1.7% | $4,462 | 加仓 |
| WY | WEYERHAEUSER CO | $26.80万 | 0.03% | 10,970 | 970 | 9.7% | $2.37万 | 加仓 |
| IRM | IRON MTN INC DEL | $26.99万 | 0.03% | 2,642 | -508 | -16.1% | -$5.19万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $27.37万 | 0.03% | 5,564 | 19 | 0.3% | $935 | 加仓 |
| GEV | GE VERNOVA INC | $27.77万 | 0.03% | 318 | 318 | — | $27.77万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $27.92万 | 0.03% | 809 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $28.04万 | 0.04% | 6,733 | -12,532 | -65.1% | -$52.20万 | 重新持有 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $28.73万 | 0.04% | 15,632 | 15,632 | — | $28.73万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $28.83万 | 0.04% | 9,896 | 5 | 0.1% | $146 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $29.12万 | 0.04% | 4,802 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $29.62万 | 0.04% | 2,000 | 2,000 | — | $29.62万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $29.92万 | 0.04% | 646 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $29.94万 | 0.04% | 1,267 | 335 | 35.9% | $7.92万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $30.22万 | 0.04% | 6,000 | 6,000 | — | $30.22万 | 新建仓 |
| AEE | AMEREN CORP | $30.71万 | 0.04% | 2,794 | 9 | 0.3% | $989 | 加仓 |
| IVW | ISHARES TR | $30.74万 | 0.04% | 2,718 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $30.82万 | 0.04% | 4,418 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $30.82万 | 0.04% | 8,144 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $30.90万 | 0.04% | 4,308 | 4,308 | — | $30.90万 | 新建仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $30.92万 | 0.04% | 3,258 | 3,258 | — | $30.92万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $31.23万 | 0.04% | 625 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $31.45万 | 0.04% | 6,046 | -305 | -4.8% | -$1.59万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $31.83万 | 0.04% | 25,145 | 25,145 | — | $31.83万 | 新建仓 |
| EVRG | EVERGY INC | $32.07万 | 0.04% | 3,915 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $32.34万 | 0.04% | 601 | -7 | -1.2% | -$3,766 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $34.29万 | 0.04% | 4,779 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $34.42万 | 0.04% | 800 | -25 | -3.0% | -$1.08万 | 减仓 |
| SCZ | ISHARES TR | $36.36万 | 0.05% | 4,637 | -100 | -2.1% | -$7,841 | 减仓 |
| KKR | KKR & CO INC | $37.20万 | 0.05% | 4,022 | -7 | -0.2% | -$647 | 减仓 |
| AMGN | AMGEN INC | $37.40万 | 0.05% | 1,063 | 7 | 0.7% | $2,463 | 加仓 |
| TPSC | TIMOTHY PLAN | $37.54万 | 0.05% | 8,844 | 150 | 1.7% | $6,367 | 加仓 |
| WAT | WATERS CORP | $37.61万 | 0.05% | 1,263 | 1,263 | — | $37.61万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $38.16万 | 0.05% | 7,897 | 1 | 0.0% | $48 | 加仓 |
| ADI | ANALOG DEVICES INC | $38.34万 | 0.05% | 1,205 | -4 | -0.3% | -$1,273 | 减仓 |
| IWR | ISHARES TR | $40.43万 | 0.05% | 4,158 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $40.59万 | 0.05% | 1,796 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $40.83万 | 0.05% | 1,351 | 1,351 | — | $40.83万 | 新建仓 |
| CSCO | CISCO SYS INC | $42.78万 | 0.05% | 5,513 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $43.40万 | 0.05% | 2,967 | -250 | -7.8% | -$3.66万 | 减仓 |
| RTX | RTX CORPORATION | $43.58万 | 0.05% | 2,259 | 23 | 1.0% | $4,437 | 加仓 |
| VO | VANGUARD INDEX FDS | $43.65万 | 0.05% | 1,520 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $43.98万 | 0.06% | 1,550 | 38 | 2.5% | $1.08万 | 加仓 |
| GDX | VANECK ETF TRUST | $44.13万 | 0.06% | 4,809 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $44.15万 | 0.06% | 14,390 | 14,390 | — | $44.15万 | 新建仓 |
| TPLC | TIMOTHY PLAN | $44.61万 | 0.06% | 9,606 | 700 | 7.9% | $3.25万 | 加仓 |
| DEO | DIAGEO PLC | $44.75万 | 0.06% | 6,010 | -14,945 | -71.3% | -$111.27万 | 减仓 |
| EEFT | EURONET WORLDWIDE INC | $45.72万 | 0.06% | 6,888 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $47.45万 | 0.06% | 3,052 | -18 | -0.6% | -$2,799 | 减仓 |
| DES | WISDOMTREE TR | $47.62万 | 0.06% | 13,249 | 13,249 | — | $47.62万 | 新建仓 |
| ILMN | ILLUMINA INC | $49.99万 | 0.06% | 4,056 | 4,056 | — | $49.99万 | 新建仓 |
| EFA | ISHARES TR | $52.69万 | 0.07% | 5,425 | -42 | -0.8% | -$4,079 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $54.67万 | 0.07% | 11,976 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $56.69万 | 0.07% | 6,784 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $57.11万 | 0.07% | 660 | -2 | -0.3% | -$1,731 | 减仓 |
| MMM | 3M CO | $58.00万 | 0.07% | 3,994 | 8 | 0.2% | $1,162 | 加仓 |
| LRCX | LAM RESEARCH CORP | $58.91万 | 0.07% | 2,757 | 18 | 0.7% | $3,846 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $60.53万 | 0.08% | 2,237 | -8 | -0.4% | -$2,165 | 减仓 |
| COP | CONOCOPHILLIPS | $61.35万 | 0.08% | 4,648 | -64 | -1.4% | -$8,448 | 减仓 |
| VB | VANGUARD INDEX FDS | $64.11万 | 0.08% | 2,448 | 1 | 0.0% | $262 | 加仓 |
| SHEL | SHELL PLC | $64.38万 | 0.08% | 6,923 | 0 | 0.0% | — | 不变 |