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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $1,021.39万 | 1.28% | 46,963 | 369 | 0.8% | $8.03万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,026.56万 | 1.29% | 111,208 | -136 | -0.1% | -$1.26万 | 减仓 |
| — | EXXON MOBIL CORP | $1,062.00万 | 1.33% | 62,596 | -1,148 | -1.8% | -$19.48万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,067.92万 | 1.34% | 43,689 | -935 | -2.1% | -$22.85万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,117.48万 | 1.40% | 360,945 | 9,068 | 2.6% | $28.07万 | 加仓 |
| AOM | ISHARES TR | $1,231.42万 | 1.54% | 259,957 | 259,957 | — | $1,231.42万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $1,302.56万 | 1.63% | 44,281 | -268 | -0.6% | -$7.88万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,384.75万 | 1.73% | 125,351 | -593 | -0.5% | -$6.55万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,411.78万 | 1.77% | 28,722 | -320 | -1.1% | -$15.73万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,417.07万 | 1.77% | 175,859 | 3,322 | 1.9% | $26.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,545.23万 | 1.94% | 41,744 | 480 | 1.2% | $17.77万 | 加仓 |
| CAT | CATERPILLAR INC | $1,604.76万 | 2.01% | 22,651 | -726 | -3.1% | -$51.44万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,947.50万 | 2.44% | 42,326 | 407 | 1.0% | $18.73万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,975.19万 | 2.47% | 380,357 | 96,927 | 34.2% | $503.34万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $2,807.35万 | 3.52% | 160,972 | -339 | -0.2% | -$5.91万 | 减仓 |
| GOOGL | ALPHABET INC | $2,848.16万 | 3.57% | 99,046 | -1,978 | -2.0% | -$56.88万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $3,207.38万 | 4.02% | 435,548 | 100,755 | 30.1% | $741.96万 | 重新持有 |
| SCHF | SCHWAB STRATEGIC TR | $3,668.83万 | 4.60% | 1,482,356 | 32,903 | 2.3% | $81.43万 | 加仓 |
| AAPL | APPLE INC | $3,845.76万 | 4.82% | 151,533 | -1,491 | -1.0% | -$37.84万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $4,395.74万 | 5.51% | 1,714,405 | 47,608 | 2.9% | $122.07万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $4,440.12万 | 5.56% | 1,594,298 | 17,673 | 1.1% | $49.22万 | 加仓 |