KAVAR CAPITAL PARTNERS GROUP, LLC
LEAWOOD KS · SEC CIK 0001841766
$8.12亿2026Q2 申报市值
204持仓数
41.5%前十大占比 · 第一大 6.4%
18 / 27新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
LLY 加仓+$201.87万
FNDX 加仓+$175.71万
SCHF 加仓+$156.36万
SCHX 加仓+$151.88万
CAT 加仓+$107.98万
2026Q2 卖出最多 按季末市值估算
BND 清仓-$3,207.38万
BINC 清仓-$1,975.19万
AOM 清仓-$1,231.42万
EXXON MOBIL CORP 清仓-$1,062.00万
ARCC 清仓-$472.70万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -435,548 | -100.0% | -$3,207.38万 | 清仓 |
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -380,357 | -100.0% | -$1,975.19万 | 清仓 |
| AOM | ISHARES TR | $0 | 0.00% | 0 | -259,957 | -100.0% | -$1,231.42万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -62,596 | -100.0% | -$1,062.00万 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -262,319 | -100.0% | -$472.70万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -42,538 | -100.0% | -$333.54万 | 清仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -23,336 | -100.0% | -$112.90万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -40,435 | -100.0% | -$95.79万 | 清仓 |
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -35,831 | -100.0% | -$86.96万 | 清仓 |
| FLXR | TCW ETF TRUST | $0 | 0.00% | 0 | -20,153 | -100.0% | -$79.14万 | 清仓 |
| GBDC | GOLUB CAP BDC INC | $0 | 0.00% | 0 | -25,145 | -100.0% | -$31.83万 | 清仓 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -6,000 | -100.0% | -$30.22万 | 清仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $0 | 0.00% | 0 | -15,632 | -100.0% | -$28.73万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -6,733 | -100.0% | -$28.04万 | 清仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,371 | -100.0% | -$26.03万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -4,597 | -100.0% | -$25.37万 | 清仓 |
| BNS | BANK NOVA SCOTIA B C | $0 | 0.00% | 0 | -3,414 | -100.0% | -$23.66万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -1,541 | -100.0% | -$23.11万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -496 | -100.0% | -$22.87万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,300 | -100.0% | -$22.49万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | -3,840 | -100.0% | -$22.45万 | 清仓 |
| SMB | VANECK ETF TRUST | $0 | 0.00% | 0 | -12,500 | -100.0% | -$21.62万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,456 | -100.0% | -$21.42万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -2,265 | -100.0% | -$20.99万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -16,465 | -100.0% | -$18.21万 | 清仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $0 | 0.00% | 0 | -14,000 | -100.0% | -$16.70万 | 清仓 |
| GSBD | GOLDMAN SACHS BDC INC | $0 | 0.00% | 0 | -13,450 | -100.0% | -$11.94万 | 清仓 |
| GDRX | GOODRX HLDGS INC | $8.97万 | 0.01% | 31,145 | 0 | 0.0% | — | 不变 |
| KBDC | KAYNE ANDERSON BDC INC | $13.53万 | 0.02% | 10,000 | 10,000 | — | $13.53万 | 新建仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $17.36万 | 0.02% | 103,319 | 10,000 | 10.7% | $1.68万 | 加仓 |
| VHT | VANGUARD WORLD FD | $20.18万 | 0.02% | 675 | -60 | -8.2% | -$1.79万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $20.26万 | 0.02% | 288 | 288 | — | $20.26万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.44万 | 0.03% | 686 | 686 | — | $20.44万 | 新建仓 |
| HON | HONEYWELL INTL INC | $20.48万 | 0.03% | 915 | -881 | -49.1% | -$19.71万 | 减仓 |
| PSX | PHILLIPS 66 | $20.62万 | 0.03% | 1,220 | 22 | 1.8% | $3,719 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $21.42万 | 0.03% | 3,793 | 159 | 4.4% | $8,980 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $21.54万 | 0.03% | 608 | 608 | — | $21.54万 | 新建仓 |
| ALL | ALLSTATE CORP | $21.80万 | 0.03% | 916 | 916 | — | $21.80万 | 新建仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $21.87万 | 0.03% | 14,250 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $22.40万 | 0.03% | 1,013 | 1,013 | — | $22.40万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $22.59万 | 0.03% | 296 | 296 | — | $22.59万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $23.06万 | 0.03% | 1,899 | 1,899 | — | $23.06万 | 新建仓 |
| MATX | MATSON INC | $23.07万 | 0.03% | 1,200 | 1,200 | — | $23.07万 | 新建仓 |
| LIN | LINDE PLC | $23.25万 | 0.03% | 448 | -86 | -16.1% | -$4.46万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $24.15万 | 0.03% | 831 | 22 | 2.7% | $6,393 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $24.51万 | 0.03% | 4,733 | 1 | 0.0% | $52 | 加仓 |
| WY | WEYERHAEUSER CO | $25.20万 | 0.03% | 10,528 | -442 | -4.0% | -$1.06万 | 减仓 |
| CB | CHUBB LIMITED | $25.21万 | 0.03% | 740 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $25.68万 | 0.03% | 2,383 | 23 | 1.0% | $2,479 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $25.84万 | 0.03% | 1,450 | 50 | 3.6% | $8,912 | 加仓 |
| CVS | CVS HEALTH CORP | $26.01万 | 0.03% | 2,515 | 2,515 | — | $26.01万 | 新建仓 |
| BSVO | EA SERIES TRUST | $26.07万 | 0.03% | 8,931 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $26.67万 | 0.03% | 4,230 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $26.68万 | 0.03% | 910 | 28 | 3.2% | $8,209 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $27.03万 | 0.03% | 2,948 | 136 | 4.8% | $1.25万 | 加仓 |
| LOW | LOWES COS INC | $27.69万 | 0.03% | 1,256 | -11 | -0.9% | -$2,425 | 减仓 |
| TXN | TEXAS INSTRS INC | $27.78万 | 0.03% | 932 | 932 | — | $27.78万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $28.53万 | 0.04% | 359 | 359 | — | $28.53万 | 新建仓 |
| TPIF | TIMOTHY PLAN | $28.59万 | 0.04% | 7,662 | 935 | 13.9% | $3.49万 | 加仓 |
| TPHD | TIMOTHY PLAN | $29.28万 | 0.04% | 6,926 | 1,085 | 18.6% | $4.59万 | 加仓 |
| GLD | SPDR GOLD TR | $29.47万 | 0.04% | 800 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $29.94万 | 0.04% | 8,144 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $30.27万 | 0.04% | 5,242 | -322 | -5.8% | -$1.86万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.72万 | 0.04% | 643 | 643 | — | $30.72万 | 新建仓 |
| ETN | EATON CORP PLC | $30.85万 | 0.04% | 724 | 7 | 1.0% | $2,983 | 加仓 |
| — | WISDOMTREE TR | $31.00万 | 0.04% | 4,308 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $32.33万 | 0.04% | 2,860 | 66 | 2.4% | $7,460 | 加仓 |
| — | SELECTQUOTE INC | $32.91万 | 0.04% | 391,312 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $33.75万 | 0.04% | 646 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $34.05万 | 0.04% | 2,696 | 54 | 2.0% | $6,821 | 加仓 |
| EVRG | EVERGY INC | $34.13万 | 0.04% | 3,949 | 34 | 0.9% | $2,939 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $34.31万 | 0.04% | 1,006 | 1,006 | — | $34.31万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $34.73万 | 0.04% | 6,028 | 1,226 | 25.5% | $7.06万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $35.58万 | 0.04% | 10,515 | 619 | 6.3% | $2.09万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $35.85万 | 0.04% | 4,699 | -80 | -1.7% | -$6,103 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $36.14万 | 0.04% | 3,273 | 15 | 0.5% | $1,656 | 加仓 |
| YUM | YUM BRANDS INC | $36.34万 | 0.04% | 2,273 | -779 | -25.5% | -$12.45万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $36.59万 | 0.05% | 3,136 | 169 | 5.7% | $1.97万 | 加仓 |
| DEO | DIAGEO PLC | $36.61万 | 0.05% | 4,554 | -1,456 | -24.2% | -$11.70万 | 减仓 |
| USB | US BANCORP | $36.78万 | 0.05% | 6,089 | 43 | 0.7% | $2,597 | 加仓 |
| QCOM | QUALCOMM INC | $36.90万 | 0.05% | 1,997 | 64 | 3.3% | $1.18万 | 加仓 |
| KKR | KKR & CO INC | $36.96万 | 0.05% | 4,027 | 5 | 0.1% | $459 | 加仓 |
| IVW | ISHARES TR | $37.38万 | 0.05% | 2,718 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $37.92万 | 0.05% | 4,609 | -28 | -0.6% | -$2,304 | 减仓 |
| GEV | GE VERNOVA INC | $38.30万 | 0.05% | 326 | 8 | 2.5% | $9,399 | 加仓 |
| KLAC | KLA CORP | $38.62万 | 0.05% | 1,280 | 1,280 | — | $38.62万 | 新建仓 |
| MMM | 3M CO | $39.30万 | 0.05% | 2,427 | -1,567 | -39.2% | -$25.37万 | 减仓 |
| AMGN | AMGEN INC | $39.36万 | 0.05% | 1,087 | 24 | 2.3% | $8,691 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $39.51万 | 0.05% | 2,500 | 500 | 25.0% | $7.90万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $40.27万 | 0.05% | 784 | 159 | 25.4% | $8.17万 | 加仓 |
| GDX | VANECK ETF TRUST | $40.36万 | 0.05% | 5,349 | 540 | 11.2% | $4.07万 | 加仓 |
| IEMG | ISHARES INC | $40.63万 | 0.05% | 4,904 | 486 | 11.0% | $4.03万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $45.54万 | 0.06% | 7,897 | 0 | 0.0% | — | 不变 |
| TPSC | TIMOTHY PLAN | $45.60万 | 0.06% | 9,504 | 660 | 7.5% | $3.17万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $45.77万 | 0.06% | 14,435 | 45 | 0.3% | $1,427 | 加仓 |
| IWR | ISHARES TR | $45.87万 | 0.06% | 4,158 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $46.24万 | 0.06% | 1,233 | -30 | -2.4% | -$1.13万 | 减仓 |
| VO | VANGUARD INDEX FDS | $48.99万 | 0.06% | 6,080 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $49.41万 | 0.06% | 1,351 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $50.03万 | 0.06% | 4,812 | 164 | 3.5% | $1.71万 | 加仓 |