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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION | $50.09万 | 0.06% | 2,640 | 381 | 16.9% | $7.23万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $50.12万 | 0.06% | 6,848 | -40 | -0.6% | -$2,928 | 减仓 |
| ADI | ANALOG DEVICES INC | $50.16万 | 0.06% | 1,263 | 58 | 4.8% | $2.30万 | 加仓 |
| MCK | MCKESSON CORP | $50.25万 | 0.06% | 665 | 5 | 0.8% | $3,778 | 加仓 |
| AMAT | APPLIED MATLS INC | $51.91万 | 0.06% | 718 | 718 | — | $51.91万 | 新建仓 |
| CMI | CUMMINS INC | $53.56万 | 0.07% | 751 | 150 | 25.0% | $10.70万 | 加仓 |
| DES | WISDOMTREE TR | $53.90万 | 0.07% | 13,249 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $54.63万 | 0.07% | 7,046 | 123 | 1.8% | $9,537 | 加仓 |
| TPLC | TIMOTHY PLAN | $58.84万 | 0.07% | 11,686 | 2,080 | 21.7% | $10.47万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $60.37万 | 0.07% | 11,981 | 5 | 0.0% | $252 | 加仓 |
| IDEV | ISHARES TR | $60.38万 | 0.07% | 6,784 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $61.40万 | 0.08% | 25,497 | -1,240 | -4.6% | -$2.99万 | 减仓 |
| EFA | ISHARES TR | $63.75万 | 0.08% | 6,137 | 712 | 13.1% | $7.40万 | 加仓 |
| GE | GE AEROSPACE | $66.97万 | 0.08% | 1,792 | 242 | 15.6% | $9.04万 | 加仓 |
| HDEF | DBX ETF TR | $67.58万 | 0.08% | 21,026 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $67.69万 | 0.08% | 4,948 | 18 | 0.4% | $2,463 | 加仓 |
| CSCO | CISCO SYS INC | $70.44万 | 0.09% | 5,997 | 484 | 8.8% | $5.69万 | 加仓 |
| ILMN | ILLUMINA INC | $71.95万 | 0.09% | 4,092 | 36 | 0.9% | $6,330 | 加仓 |
| VB | VANGUARD INDEX FDS | $74.20万 | 0.09% | 2,448 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $76.40万 | 0.09% | 9,278 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $80.11万 | 0.10% | 694 | 694 | — | $80.11万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $80.58万 | 0.10% | 9,181 | -76 | -0.8% | -$6,671 | 减仓 |
| VTV | VANGUARD INDEX FDS | $82.17万 | 0.10% | 3,771 | 1 | 0.0% | $218 | 加仓 |
| DIS | DISNEY WALT CO | $87.50万 | 0.11% | 9,091 | -416 | -4.4% | -$4.00万 | 减仓 |
| IWB | ISHARES TR | $88.33万 | 0.11% | 2,157 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $89.30万 | 0.11% | 29,600 | -8,000 | -21.3% | -$24.14万 | 减仓 |
| ITOT | ISHARES TR | $90.30万 | 0.11% | 5,497 | -100 | -1.8% | -$1.64万 | 减仓 |
| QQQ | INVESCO QQQ TR | $90.90万 | 0.11% | 1,234 | 108 | 9.6% | $7.96万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $91.29万 | 0.11% | 2,699 | 56 | 2.1% | $1.89万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $93.06万 | 0.11% | 2,239 | 2 | 0.1% | $831 | 加仓 |
| ET | ENERGY TRANSFER L P | $95.81万 | 0.12% | 50,111 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $97.18万 | 0.12% | 13,611 | 2,061 | 17.8% | $14.72万 | 加仓 |
| UMBF | UMB FINL CORP | $103.07万 | 0.13% | 7,220 | -182 | -2.5% | -$2.60万 | 减仓 |
| MPC | MARATHON PETE CORP | $103.85万 | 0.13% | 4,062 | -370 | -8.3% | -$9.46万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $105.87万 | 0.13% | 7,011 | 7,011 | — | $105.87万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $116.93万 | 0.14% | 9,238 | -198 | -2.1% | -$2.51万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $117.61万 | 0.14% | 2,714 | -43 | -1.6% | -$1.86万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $117.96万 | 0.15% | 16,876 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $118.32万 | 0.15% | 17,513 | 1 | 0.0% | $68 | 加仓 |
| IWF | ISHARES TR | $124.32万 | 0.15% | 10,012 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $124.33万 | 0.15% | 2,956 | 310 | 11.7% | $13.04万 | 加仓 |
| BAC | BANK OF AMER CORP | $126.81万 | 0.16% | 22,255 | 1,212 | 5.8% | $6.91万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $149.56万 | 0.18% | 3,985 | 268 | 7.2% | $10.06万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $150.12万 | 0.18% | 35,456 | -314 | -0.9% | -$1.33万 | 减仓 |
| META | META PLATFORMS INC | $150.63万 | 0.19% | 2,674 | 314 | 13.3% | $17.69万 | 加仓 |
| AVGO | BROADCOM INC | $154.31万 | 0.19% | 4,085 | 121 | 3.1% | $4.57万 | 加仓 |
| BP | BP PLC | $154.67万 | 0.19% | 41,859 | -3,767 | -8.3% | -$13.92万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $157.02万 | 0.19% | 10,376 | -608 | -5.5% | -$9.20万 | 减仓 |
| IJH | ISHARES TR | $163.68万 | 0.20% | 21,227 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $165.94万 | 0.20% | 7,410 | -218 | -2.9% | -$4.88万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $167.80万 | 0.21% | 23,551 | -112 | -0.5% | -$7,980 | 减仓 |
| SR | SPIRE INC | $178.31万 | 0.22% | 22,834 | 1 | 0.0% | $78 | 加仓 |
| NKE | NIKE INC | $189.04万 | 0.23% | 46,052 | -5,857 | -11.3% | -$24.04万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $202.61万 | 0.25% | 36,831 | 9 | 0.0% | $495 | 加仓 |
| MRK | MERCK & CO INC | $205.84万 | 0.25% | 16,019 | 155 | 1.0% | $1.99万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $209.27万 | 0.26% | 2,237 | 141 | 6.7% | $13.19万 | 加仓 |
| INTC | INTEL CORP | $212.63万 | 0.26% | 15,228 | -4,607 | -23.2% | -$64.33万 | 减仓 |
| SYY | SYSCO CORP | $222.31万 | 0.27% | 26,598 | 2,871 | 12.1% | $24.00万 | 加仓 |
| GOOG | ALPHABET INC | $222.81万 | 0.27% | 6,306 | 481 | 8.3% | $17.00万 | 加仓 |
| MO | ALTRIA GROUP INC | $235.02万 | 0.29% | 32,665 | 318 | 1.0% | $2.29万 | 加仓 |
| SO | SOUTHERN CO | $241.78万 | 0.30% | 25,262 | 48 | 0.2% | $4,594 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $241.94万 | 0.30% | 11,415 | -943 | -7.6% | -$19.99万 | 减仓 |
| IWM | ISHARES TR | $243.79万 | 0.30% | 8,114 | -2 | -0.0% | -$601 | 减仓 |
| GLW | CORNING INC | $250.28万 | 0.31% | 9,798 | 93 | 1.0% | $2.38万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $256.15万 | 0.32% | 31,260 | 4 | 0.0% | $328 | 加仓 |
| SPYM | SPDR SERIES TRUST | $257.78万 | 0.32% | 29,333 | 2 | 0.0% | $176 | 加仓 |
| PEP | PEPSICO INC | $258.57万 | 0.32% | 19,097 | -715 | -3.6% | -$9.68万 | 减仓 |
| TFC | TRUIST FINL CORP | $261.17万 | 0.32% | 52,423 | -403 | -0.8% | -$2.01万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $264.65万 | 0.33% | 36,086 | -40 | -0.1% | -$2,934 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $277.30万 | 0.34% | 21,651 | -180 | -0.8% | -$2.31万 | 减仓 |
| MCD | MCDONALDS CORP | $284.24万 | 0.35% | 10,515 | 101 | 1.0% | $2.73万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $286.75万 | 0.35% | 49,576 | -158 | -0.3% | -$9,139 | 减仓 |
| LNG | CHENIERE ENERGY INC | $291.60万 | 0.36% | 12,200 | 1,173 | 10.6% | $28.04万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $300.15万 | 0.37% | 4,019 | 1,302 | 47.9% | $97.24万 | 加仓 |
| WM | WASTE MGMT INC DEL | $316.65万 | 0.39% | 14,207 | 4,803 | 51.1% | $107.05万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $318.33万 | 0.39% | 8,603 | 17 | 0.2% | $6,290 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $331.77万 | 0.41% | 18,339 | 71 | 0.4% | $1.28万 | 加仓 |
| BTU | PEABODY ENGR CORP | $341.48万 | 0.42% | 147,700 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $351.77万 | 0.43% | 4,697 | -17 | -0.4% | -$1.27万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $361.57万 | 0.45% | 39,847 | -226 | -0.6% | -$2.05万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $381.57万 | 0.47% | 52,878 | 7,543 | 16.6% | $54.43万 | 加仓 |
| CVX | CHEVRON CORPORATION | $382.28万 | 0.47% | 23,062 | 99 | 0.4% | $1.64万 | 加仓 |
| EMR | EMERSON ELEC CO | $393.74万 | 0.49% | 27,505 | 63 | 0.2% | $9,019 | 加仓 |
| STE | STERIS PLC | $397.09万 | 0.49% | 18,858 | -99 | -0.5% | -$2.08万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $406.38万 | 0.50% | 7,977 | 445 | 5.9% | $22.67万 | 加仓 |
| KO | COCA COLA CO | $407.70万 | 0.50% | 50,166 | 1,333 | 2.7% | $10.83万 | 加仓 |
| ASML | ASML HLDG NV | $411.22万 | 0.51% | 2,067 | 35 | 1.7% | $6.96万 | 加仓 |
| FDX | FEDEX CORP | $440.51万 | 0.54% | 14,068 | 18 | 0.1% | $5,636 | 加仓 |
| VOO | VANGUARD INDEX FDS | $455.52万 | 0.56% | 6,632 | 3 | 0.0% | $2,061 | 加仓 |
| HD | HOME DEPOT INC | $485.37万 | 0.60% | 13,762 | 53 | 0.4% | $1.87万 | 加仓 |
| UL | UNILEVER PLC | $500.01万 | 0.62% | 83,168 | 155 | 0.2% | $9,319 | 加仓 |
| SBUX | STARBUCKS CORP | $537.10万 | 0.66% | 52,559 | -1,958 | -3.6% | -$20.01万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $602.74万 | 0.74% | 67,572 | 2,878 | 4.4% | $25.67万 | 加仓 |
| DE | DEERE & CO | $623.61万 | 0.77% | 9,831 | 94 | 1.0% | $5.96万 | 加仓 |
| LLY | ELI LILLY & CO | $670.13万 | 0.83% | 5,587 | 1,683 | 43.1% | $201.87万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $673.44万 | 0.83% | 27,715 | -81 | -0.3% | -$1.97万 | 减仓 |
| BX | BLACKSTONE INC | $675.93万 | 0.83% | 57,443 | 1,074 | 1.9% | $12.64万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $681.17万 | 0.84% | 24,223 | 477 | 2.0% | $13.41万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $686.88万 | 0.85% | 74,442 | 2,004 | 2.8% | $18.49万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $697.96万 | 0.86% | 12,015 | -123 | -1.0% | -$7.15万 | 减仓 |