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 |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | $4,440.12万 | 5.56% | 1,594,298 | 17,673 | 1.1% | $49.22万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $4,395.74万 | 5.51% | 1,714,405 | 47,608 | 2.9% | $122.07万 | 加仓 |
| AAPL | APPLE INC | $3,845.76万 | 4.82% | 151,533 | -1,491 | -1.0% | -$37.84万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,668.83万 | 4.60% | 1,482,356 | 32,903 | 2.3% | $81.43万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,207.38万 | 4.02% | 435,548 | 100,755 | 30.1% | $741.96万 | 重新持有 |
| GOOGL | ALPHABET INC | $2,848.16万 | 3.57% | 99,046 | -1,978 | -2.0% | -$56.88万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,807.35万 | 3.52% | 160,972 | -339 | -0.2% | -$5.91万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,975.19万 | 2.47% | 380,357 | 96,927 | 34.2% | $503.34万 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,947.50万 | 2.44% | 42,326 | 407 | 1.0% | $18.73万 | 加仓 |
| CAT | CATERPILLAR INC | $1,604.76万 | 2.01% | 22,651 | -726 | -3.1% | -$51.44万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,545.23万 | 1.94% | 41,744 | 480 | 1.2% | $17.77万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,417.07万 | 1.77% | 175,859 | 3,322 | 1.9% | $26.77万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,411.78万 | 1.77% | 28,722 | -320 | -1.1% | -$15.73万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,384.75万 | 1.73% | 125,351 | -593 | -0.5% | -$6.55万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,302.56万 | 1.63% | 44,281 | -268 | -0.6% | -$7.88万 | 减仓 |
| AOM | ISHARES TR | $1,231.42万 | 1.54% | 259,957 | 259,957 | — | $1,231.42万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,117.48万 | 1.40% | 360,945 | 9,068 | 2.6% | $28.07万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,067.92万 | 1.34% | 43,689 | -935 | -2.1% | -$22.85万 | 减仓 |
| — | EXXON MOBIL CORP | $1,062.00万 | 1.33% | 62,596 | -1,148 | -1.8% | -$19.48万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,026.56万 | 1.29% | 111,208 | -136 | -0.1% | -$1.26万 | 减仓 |
| ABBV | ABBVIE INC | $1,021.39万 | 1.28% | 46,963 | 369 | 0.8% | $8.03万 | 加仓 |
| WMT | WALMART INC | $983.10万 | 1.23% | 79,104 | -1,756 | -2.2% | -$21.82万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $976.78万 | 1.22% | 97,814 | 7,672 | 8.5% | $76.61万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $958.57万 | 1.20% | 66,364 | -277 | -0.4% | -$4.00万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $955.18万 | 1.20% | 49,770 | -2,076 | -4.0% | -$39.84万 | 减仓 |
| DHR | DANAHER CORP DEL | $904.03万 | 1.13% | 47,681 | -285 | -0.6% | -$5.40万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $861.77万 | 1.08% | 12 | 1 | 9.1% | $71.81万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $845.00万 | 1.06% | 104,826 | -234 | -0.2% | -$1.89万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $811.67万 | 1.02% | 18,583 | 506 | 2.8% | $22.10万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $805.48万 | 1.01% | 276,989 | 8,317 | 3.1% | $24.19万 | 加仓 |
| AMZN | AMAZON COM INC | $798.61万 | 1.00% | 38,345 | 637 | 1.7% | $13.27万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $707.25万 | 0.89% | 8,360 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $680.77万 | 0.85% | 72,438 | 1,189 | 1.7% | $11.17万 | 加仓 |
| V | VISA INC | $673.39万 | 0.84% | 22,280 | 172 | 0.8% | $5.20万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $672.82万 | 0.84% | 31,285 | -1,202 | -3.7% | -$25.85万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $667.60万 | 0.84% | 136,439 | -6,842 | -4.8% | -$33.48万 | 减仓 |
| BX | BLACKSTONE INC | $648.18万 | 0.81% | 56,369 | -672 | -1.2% | -$7.73万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $603.87万 | 0.76% | 27,796 | -660 | -2.3% | -$14.34万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $575.57万 | 0.72% | 23,746 | 531 | 2.3% | $12.87万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $548.87万 | 0.69% | 64,694 | 24,671 | 61.6% | $209.31万 | 加仓 |
| DE | DEERE & CO | $548.49万 | 0.69% | 9,737 | -218 | -2.2% | -$12.28万 | 减仓 |
| FDX | FEDEX CORP | $500.43万 | 0.63% | 14,050 | -307 | -2.1% | -$10.93万 | 减仓 |
| SBUX | STARBUCKS CORP | $488.42万 | 0.61% | 54,517 | 2,122 | 4.1% | $19.01万 | 加仓 |
| BTU | PEABODY ENGR CORP | $486.67万 | 0.61% | 147,700 | 27 | 0.0% | $890 | 加仓 |
| CVX | CHEVRON CORPORATION | $475.10万 | 0.60% | 22,963 | -415 | -1.8% | -$8.59万 | 减仓 |
| UL | UNILEVER PLC | $472.93万 | 0.59% | 83,013 | -2,837 | -3.3% | -$16.16万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $472.70万 | 0.59% | 262,319 | -1,114 | -0.4% | -$2.01万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $455.25万 | 0.57% | 7,532 | -130 | -1.7% | -$7.86万 | 减仓 |
| HD | HOME DEPOT INC | $450.87万 | 0.56% | 13,709 | -468 | -3.3% | -$15.39万 | 减仓 |
| STE | STERIS PLC | $419.20万 | 0.53% | 18,957 | -350 | -1.8% | -$7.74万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $411.43万 | 0.52% | 40,073 | 328 | 0.8% | $3.37万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $396.15万 | 0.50% | 6,629 | -231 | -3.4% | -$13.80万 | 减仓 |
| KO | COCA COLA CO | $371.38万 | 0.47% | 48,833 | -414 | -0.8% | -$3.15万 | 减仓 |
| EMR | EMERSON ELEC CO | $359.55万 | 0.45% | 27,442 | -1,822 | -6.2% | -$23.87万 | 减仓 |
| LLY | ELI LILLY & CO | $359.08万 | 0.45% | 3,904 | 353 | 9.9% | $32.47万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $333.54万 | 0.42% | 42,538 | 42,538 | — | $333.54万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $326.09万 | 0.41% | 45,335 | -855 | -1.9% | -$6.15万 | 减仓 |
| MCD | MCDONALDS CORP | $323.67万 | 0.41% | 10,414 | 9 | 0.1% | $2,797 | 加仓 |
| LNG | CHENIERE ENERGY INC | $312.91万 | 0.39% | 11,027 | -10,620 | -49.1% | -$301.36万 | 减仓 |
| IVV | ISHARES TR | $307.93万 | 0.39% | 4,714 | 1 | 0.0% | $653 | 加仓 |
| PEP | PEPSICO INC | $307.65万 | 0.39% | 19,812 | 166 | 0.8% | $2.58万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $302.04万 | 0.38% | 18,268 | 2 | 0.0% | $331 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $286.67万 | 0.36% | 49,734 | -2,362 | -4.5% | -$13.61万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $275.45万 | 0.34% | 8,586 | 18 | 0.2% | $5,775 | 加仓 |
| NKE | NIKE INC | $274.18万 | 0.34% | 51,909 | 1,429 | 2.8% | $7.55万 | 加仓 |
| ASML | ASML HLDG NV | $268.39万 | 0.34% | 2,032 | -10 | -0.5% | -$1.32万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $246.92万 | 0.31% | 12,138 | 10,445 | 617.0% | $212.48万 | 加仓 |
| SO | SOUTHERN CO | $243.37万 | 0.30% | 25,214 | -775 | -3.0% | -$7.48万 | 减仓 |
| TFC | TRUIST FINL CORP | $242.84万 | 0.30% | 52,826 | -2,032 | -3.7% | -$9.34万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $242.72万 | 0.30% | 21,831 | 5,808 | 36.2% | $64.57万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $242.19万 | 0.30% | 12,358 | -345 | -2.7% | -$6.76万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $225.06万 | 0.28% | 36,126 | -1,344 | -3.6% | -$8.37万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $224.50万 | 0.28% | 29,331 | 2 | 0.0% | $153 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $221.64万 | 0.28% | 31,256 | 4 | 0.0% | $284 | 加仓 |
| WM | WASTE MGMT INC DEL | $216.10万 | 0.27% | 9,404 | -146 | -1.5% | -$3.35万 | 减仓 |
| BP | BP PLC | $214.44万 | 0.27% | 45,626 | -1,320 | -2.8% | -$6.20万 | 减仓 |
| MO | ALTRIA GROUP INC | $213.46万 | 0.27% | 32,347 | -298 | -0.9% | -$1.97万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $208.85万 | 0.26% | 2,096 | -95 | -4.3% | -$9.47万 | 减仓 |
| SR | SPIRE INC | $206.73万 | 0.26% | 22,833 | -1,113 | -4.6% | -$10.08万 | 减仓 |
| IWM | ISHARES TR | $201.28万 | 0.25% | 8,116 | -24 | -0.3% | -$5,952 | 减仓 |
| MRK | MERCK & CO INC | $190.83万 | 0.24% | 15,864 | -10 | -0.1% | -$1,203 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $179.56万 | 0.22% | 35,770 | -2,795 | -7.2% | -$14.03万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $178.44万 | 0.22% | 36,822 | 9 | 0.0% | $436 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $176.71万 | 0.22% | 2,717 | 79 | 3.0% | $5.14万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $172.70万 | 0.22% | 10,984 | -610 | -5.3% | -$9.59万 | 减仓 |
| SYY | SYSCO CORP | $169.24万 | 0.21% | 23,727 | -1,157 | -4.6% | -$8.25万 | 减仓 |
| GOOG | ALPHABET INC | $167.10万 | 0.21% | 5,825 | 39 | 0.7% | $1.12万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $154.98万 | 0.19% | 7,628 | -547 | -6.7% | -$11.11万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $151.63万 | 0.19% | 23,663 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $143.35万 | 0.18% | 21,227 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $135.02万 | 0.17% | 2,360 | 42 | 1.8% | $2.40万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $133.25万 | 0.17% | 37,600 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $131.96万 | 0.17% | 9,705 | -790 | -7.5% | -$10.74万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $123.56万 | 0.15% | 9,436 | -375 | -3.8% | -$4.91万 | 减仓 |
| AVGO | BROADCOM INC | $122.69万 | 0.15% | 3,964 | 18 | 0.5% | $5,571 | 加仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $112.90万 | 0.14% | 23,336 | 23,336 | — | $112.90万 | 新建仓 |
| NFLX | NETFLIX INC. | $111.05万 | 0.14% | 11,550 | 395 | 3.5% | $3.80万 | 加仓 |
| MPC | MARATHON PETE CORP | $108.22万 | 0.14% | 4,432 | -8 | -0.2% | -$1,953 | 减仓 |
| IWF | ISHARES TR | $106.73万 | 0.13% | 2,503 | -114 | -4.4% | -$4.86万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $105.39万 | 0.13% | 16,876 | 0 | 0.0% | — | 不变 |