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 |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER L P | $95.81万 | 0.12% | 50,111 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $93.06万 | 0.11% | 2,239 | 2 | 0.1% | $831 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $91.29万 | 0.11% | 2,699 | 56 | 2.1% | $1.89万 | 加仓 |
| QQQ | INVESCO QQQ TR | $90.90万 | 0.11% | 1,234 | 108 | 9.6% | $7.96万 | 加仓 |
| ITOT | ISHARES TR | $90.30万 | 0.11% | 5,497 | -100 | -1.8% | -$1.64万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $89.30万 | 0.11% | 29,600 | -8,000 | -21.3% | -$24.14万 | 减仓 |
| IWB | ISHARES TR | $88.33万 | 0.11% | 2,157 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $87.50万 | 0.11% | 9,091 | -416 | -4.4% | -$4.00万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $82.17万 | 0.10% | 3,771 | 1 | 0.0% | $218 | 加仓 |
| NEE | NEXTERA ENERGY INC | $80.58万 | 0.10% | 9,181 | -76 | -0.8% | -$6,671 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $80.11万 | 0.10% | 694 | 694 | — | $80.11万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $76.40万 | 0.09% | 9,278 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $74.20万 | 0.09% | 2,448 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $71.95万 | 0.09% | 4,092 | 36 | 0.9% | $6,330 | 加仓 |
| CSCO | CISCO SYS INC | $70.44万 | 0.09% | 5,997 | 484 | 8.8% | $5.69万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $67.69万 | 0.08% | 4,948 | 18 | 0.4% | $2,463 | 加仓 |
| HDEF | DBX ETF TR | $67.58万 | 0.08% | 21,026 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $66.97万 | 0.08% | 1,792 | 242 | 15.6% | $9.04万 | 加仓 |
| EFA | ISHARES TR | $63.75万 | 0.08% | 6,137 | 712 | 13.1% | $7.40万 | 加仓 |
| PFE | PFIZER INC | $61.40万 | 0.08% | 25,497 | -1,240 | -4.6% | -$2.99万 | 减仓 |
| IDEV | ISHARES TR | $60.38万 | 0.07% | 6,784 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $60.37万 | 0.07% | 11,981 | 5 | 0.0% | $252 | 加仓 |
| TPLC | TIMOTHY PLAN | $58.84万 | 0.07% | 11,686 | 2,080 | 21.7% | $10.47万 | 加仓 |
| SHEL | SHELL PLC | $54.63万 | 0.07% | 7,046 | 123 | 1.8% | $9,537 | 加仓 |
| DES | WISDOMTREE TR | $53.90万 | 0.07% | 13,249 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $53.56万 | 0.07% | 751 | 150 | 25.0% | $10.70万 | 加仓 |
| AMAT | APPLIED MATLS INC | $51.91万 | 0.06% | 718 | 718 | — | $51.91万 | 新建仓 |
| MCK | MCKESSON CORP | $50.25万 | 0.06% | 665 | 5 | 0.8% | $3,778 | 加仓 |
| ADI | ANALOG DEVICES INC | $50.16万 | 0.06% | 1,263 | 58 | 4.8% | $2.30万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $50.12万 | 0.06% | 6,848 | -40 | -0.6% | -$2,928 | 减仓 |
| RTX | RTX CORPORATION | $50.09万 | 0.06% | 2,640 | 381 | 16.9% | $7.23万 | 加仓 |
| COP | CONOCOPHILLIPS | $50.03万 | 0.06% | 4,812 | 164 | 3.5% | $1.71万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $49.41万 | 0.06% | 1,351 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $48.99万 | 0.06% | 6,080 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $46.24万 | 0.06% | 1,233 | -30 | -2.4% | -$1.13万 | 减仓 |
| IWR | ISHARES TR | $45.87万 | 0.06% | 4,158 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $45.77万 | 0.06% | 14,435 | 45 | 0.3% | $1,427 | 加仓 |
| TPSC | TIMOTHY PLAN | $45.60万 | 0.06% | 9,504 | 660 | 7.5% | $3.17万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $45.54万 | 0.06% | 7,897 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $40.63万 | 0.05% | 4,904 | 486 | 11.0% | $4.03万 | 加仓 |
| GDX | VANECK ETF TRUST | $40.36万 | 0.05% | 5,349 | 540 | 11.2% | $4.07万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $40.27万 | 0.05% | 784 | 159 | 25.4% | $8.17万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $39.51万 | 0.05% | 2,500 | 500 | 25.0% | $7.90万 | 加仓 |
| AMGN | AMGEN INC | $39.36万 | 0.05% | 1,087 | 24 | 2.3% | $8,691 | 加仓 |
| MMM | 3M CO | $39.30万 | 0.05% | 2,427 | -1,567 | -39.2% | -$25.37万 | 减仓 |
| KLAC | KLA CORP | $38.62万 | 0.05% | 1,280 | 1,280 | — | $38.62万 | 新建仓 |
| GEV | GE VERNOVA INC | $38.30万 | 0.05% | 326 | 8 | 2.5% | $9,399 | 加仓 |
| SCZ | ISHARES TR | $37.92万 | 0.05% | 4,609 | -28 | -0.6% | -$2,304 | 减仓 |
| IVW | ISHARES TR | $37.38万 | 0.05% | 2,718 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $36.96万 | 0.05% | 4,027 | 5 | 0.1% | $459 | 加仓 |
| QCOM | QUALCOMM INC | $36.90万 | 0.05% | 1,997 | 64 | 3.3% | $1.18万 | 加仓 |
| USB | US BANCORP | $36.78万 | 0.05% | 6,089 | 43 | 0.7% | $2,597 | 加仓 |
| DEO | DIAGEO PLC | $36.61万 | 0.05% | 4,554 | -1,456 | -24.2% | -$11.70万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $36.59万 | 0.05% | 3,136 | 169 | 5.7% | $1.97万 | 加仓 |
| YUM | YUM BRANDS INC | $36.34万 | 0.04% | 2,273 | -779 | -25.5% | -$12.45万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $36.14万 | 0.04% | 3,273 | 15 | 0.5% | $1,656 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $35.85万 | 0.04% | 4,699 | -80 | -1.7% | -$6,103 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $35.58万 | 0.04% | 10,515 | 619 | 6.3% | $2.09万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $34.73万 | 0.04% | 6,028 | 1,226 | 25.5% | $7.06万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $34.31万 | 0.04% | 1,006 | 1,006 | — | $34.31万 | 新建仓 |
| EVRG | EVERGY INC | $34.13万 | 0.04% | 3,949 | 34 | 0.9% | $2,939 | 加仓 |
| IRM | IRON MTN INC DEL | $34.05万 | 0.04% | 2,696 | 54 | 2.0% | $6,821 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $33.75万 | 0.04% | 646 | 0 | 0.0% | — | 不变 |
| — | SELECTQUOTE INC | $32.91万 | 0.04% | 391,312 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $32.33万 | 0.04% | 2,860 | 66 | 2.4% | $7,460 | 加仓 |
| — | WISDOMTREE TR | $31.00万 | 0.04% | 4,308 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $30.85万 | 0.04% | 724 | 7 | 1.0% | $2,983 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.72万 | 0.04% | 643 | 643 | — | $30.72万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $30.27万 | 0.04% | 5,242 | -322 | -5.8% | -$1.86万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $29.94万 | 0.04% | 8,144 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $29.47万 | 0.04% | 800 | 0 | 0.0% | — | 不变 |
| TPHD | TIMOTHY PLAN | $29.28万 | 0.04% | 6,926 | 1,085 | 18.6% | $4.59万 | 加仓 |
| TPIF | TIMOTHY PLAN | $28.59万 | 0.04% | 7,662 | 935 | 13.9% | $3.49万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $28.53万 | 0.04% | 359 | 359 | — | $28.53万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $27.78万 | 0.03% | 932 | 932 | — | $27.78万 | 新建仓 |
| LOW | LOWES COS INC | $27.69万 | 0.03% | 1,256 | -11 | -0.9% | -$2,425 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $27.03万 | 0.03% | 2,948 | 136 | 4.8% | $1.25万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $26.68万 | 0.03% | 910 | 28 | 3.2% | $8,209 | 加仓 |
| IFRA | ISHARES TR | $26.67万 | 0.03% | 4,230 | 0 | 0.0% | — | 不变 |
| BSVO | EA SERIES TRUST | $26.07万 | 0.03% | 8,931 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $26.01万 | 0.03% | 2,515 | 2,515 | — | $26.01万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $25.84万 | 0.03% | 1,450 | 50 | 3.6% | $8,912 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $25.68万 | 0.03% | 2,383 | 23 | 1.0% | $2,479 | 加仓 |
| CB | CHUBB LIMITED | $25.21万 | 0.03% | 740 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $25.20万 | 0.03% | 10,528 | -442 | -4.0% | -$1.06万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $24.51万 | 0.03% | 4,733 | 1 | 0.0% | $52 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $24.15万 | 0.03% | 831 | 22 | 2.7% | $6,393 | 加仓 |
| LIN | LINDE PLC | $23.25万 | 0.03% | 448 | -86 | -16.1% | -$4.46万 | 减仓 |
| MATX | MATSON INC | $23.07万 | 0.03% | 1,200 | 1,200 | — | $23.07万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $23.06万 | 0.03% | 1,899 | 1,899 | — | $23.06万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $22.59万 | 0.03% | 296 | 296 | — | $22.59万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $22.40万 | 0.03% | 1,013 | 1,013 | — | $22.40万 | 新建仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $21.87万 | 0.03% | 14,250 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $21.80万 | 0.03% | 916 | 916 | — | $21.80万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $21.54万 | 0.03% | 608 | 608 | — | $21.54万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $21.42万 | 0.03% | 3,793 | 159 | 4.4% | $8,980 | 加仓 |
| PSX | PHILLIPS 66 | $20.62万 | 0.03% | 1,220 | 22 | 1.8% | $3,719 | 加仓 |
| HON | HONEYWELL INTL INC | $20.48万 | 0.03% | 915 | -881 | -49.1% | -$19.71万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.44万 | 0.03% | 686 | 686 | — | $20.44万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $20.26万 | 0.02% | 288 | 288 | — | $20.26万 | 新建仓 |