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 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 | $21.83万 | 0.03% | 1,198 | 1,198 | — | $21.83万 | 新建仓 |
| SMB | VANECK ETF TRUST | $21.62万 | 0.03% | 12,500 | 0 | 0.0% | — | 重新持有 |
| ORCL | ORACLE CORP | $21.42万 | 0.03% | 1,456 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $21.27万 | 0.03% | 2,360 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $20.99万 | 0.03% | 2,265 | 2,265 | — | $20.99万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $20.60万 | 0.03% | 3,634 | 50 | 1.4% | $2,834 | 加仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $20.46万 | 0.03% | 14,250 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $20.02万 | 0.03% | 735 | -90 | -10.9% | -$2.45万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $18.21万 | 0.02% | 16,465 | 16,465 | — | $18.21万 | 新建仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $16.70万 | 0.02% | 14,000 | 0 | 0.0% | — | 重新持有 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $12.32万 | 0.02% | 93,319 | 93,319 | — | $12.32万 | 新建仓 |
| GSBD | GOLDMAN SACHS BDC INC | $11.94万 | 0.01% | 13,450 | -4,979 | -27.0% | -$4.42万 | 重新持有 |
| GDRX | GOODRX HLDGS INC | $6.10万 | 0.01% | 31,145 | 0 | 0.0% | — | 不变 |
| 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 |