Koesten, Hirschmann & Crabtree, INC.
OVERLAND PARK KS · SEC CIK 0001963421
$2.40亿2026Q2 申报市值
52持仓数
87.2%前十大占比 · 第一大 21.9%
10 / 0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
VB 加仓+$153.53万
AVEM 加仓+$111.22万
SCHV 加仓+$91.92万
VV 加仓+$72.43万
IEFA 加仓+$62.06万
2026Q2 卖出最多 按季末市值估算
SCHF 减仓-$40.89万
SCHX 减仓-$32.96万
FNDX 减仓-$31.48万
IEMG 减仓-$13.01万
SCHE 减仓-$7.98万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPMD | SPDR SERIES TRUST | $20.12万 | 0.08% | 2,978 | 2,978 | — | $20.12万 | 新建仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $20.26万 | 0.08% | 611 | 611 | — | $20.26万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $22.46万 | 0.09% | 607 | 0 | 0.0% | — | 重新持有 |
| IBDV | ISHARES TR | $22.64万 | 0.09% | 10,385 | 10,385 | — | $22.64万 | 新建仓 |
| FNDB | SCHWAB STRATEGIC TR | $22.94万 | 0.10% | 7,530 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $24.08万 | 0.10% | 2,126 | 174 | 8.9% | $1.97万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $24.38万 | 0.10% | 2,659 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $24.70万 | 0.10% | 1,793 | 3 | 0.2% | $413 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $24.98万 | 0.10% | 216 | 216 | — | $24.98万 | 新建仓 |
| AVGO | BROADCOM INC | $26.56万 | 0.11% | 703 | 23 | 3.4% | $8,688 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $27.51万 | 0.11% | 368 | -40 | -9.8% | -$2.99万 | 减仓 |
| PEP | PEPSICO INC | $28.42万 | 0.12% | 2,099 | 224 | 11.9% | $3.03万 | 加仓 |
| IBDY | ISHARES TR | $28.86万 | 0.12% | 11,210 | 3,070 | 37.7% | $7.90万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $30.04万 | 0.13% | 5,940 | -1,025 | -14.7% | -$5.18万 | 减仓 |
| — | ISHARES TR | $31.59万 | 0.13% | 12,555 | 12,555 | — | $31.59万 | 新建仓 |
| USRT | ISHARES TR | $32.23万 | 0.13% | 4,851 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $33.18万 | 0.14% | 13,139 | 13,139 | — | $33.18万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $37.89万 | 0.16% | 2,145 | 0 | 0.0% | — | 不变 |
| IBDX | ISHARES TR | $38.75万 | 0.16% | 15,385 | 6,890 | 81.1% | $17.36万 | 加仓 |
| TSLA | TESLA INC | $38.89万 | 0.16% | 925 | -14 | -1.5% | -$5,885 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $39.45万 | 0.16% | 422 | 20 | 5.0% | $1.87万 | 加仓 |
| MSFT | MICROSOFT CORP | $41.83万 | 0.17% | 1,121 | 70 | 6.7% | $2.61万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $42.86万 | 0.18% | 2,923 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $43.40万 | 0.18% | 1,006 | 1,006 | — | $43.40万 | 新建仓 |
| IBDU | ISHARES TR | $44.53万 | 0.19% | 19,229 | 19,229 | — | $44.53万 | 新建仓 |
| IBDZ | ISHARES TR | $45.64万 | 0.19% | 17,520 | 5,970 | 51.7% | $15.55万 | 加仓 |
| IUSV | ISHARES TR | $47.30万 | 0.20% | 4,294 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $48.35万 | 0.20% | 3,387 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $48.52万 | 0.20% | 3,528 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $51.20万 | 0.21% | 2,255 | 0 | 0.0% | — | 不变 |
| IBCA | ISHARES TR | $51.78万 | 0.22% | 20,218 | 20,218 | — | $51.78万 | 新建仓 |
| LLY | ELI LILLY & CO | $52.07万 | 0.22% | 434 | 434 | — | $52.07万 | 新建仓 |
| NFLX | NETFLIX INC. | $52.35万 | 0.22% | 7,332 | 30 | 0.4% | $2,142 | 加仓 |
| IBDW | ISHARES TR | $71.06万 | 0.30% | 34,097 | 1,095 | 3.3% | $2.28万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $94.09万 | 0.39% | 13,205 | -46 | -0.3% | -$3,278 | 减仓 |
| ADTN | ADTRAN HOLDINGS INC | $117.95万 | 0.49% | 84,854 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $119.52万 | 0.50% | 15,500 | -210 | -1.3% | -$1.62万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $204.12万 | 0.85% | 58,638 | 26,407 | 81.9% | $91.92万 | 加仓 |
| AAPL | APPLE INC | $249.94万 | 1.04% | 8,638 | -95 | -1.1% | -$2.75万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $272.10万 | 1.13% | 73,799 | 15,350 | 26.3% | $56.60万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $345.33万 | 1.44% | 95,236 | -2,200 | -2.3% | -$7.98万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $424.21万 | 1.77% | 117,411 | -591 | -0.5% | -$2.14万 | 减仓 |
| IEMG | ISHARES INC | $450.12万 | 1.87% | 54,336 | -1,571 | -2.8% | -$13.01万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $455.97万 | 1.90% | 47,256 | 11,527 | 32.3% | $111.22万 | 加仓 |
| IVV | ISHARES TR | $468.23万 | 1.95% | 6,252 | -100 | -1.6% | -$7.49万 | 减仓 |
| IJR | ISHARES TR | $471.20万 | 1.96% | 31,771 | -354 | -1.1% | -$5.25万 | 减仓 |
| IEFA | ISHARES TR | $1,808.22万 | 7.53% | 187,226 | 6,426 | 3.6% | $62.06万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,338.24万 | 9.74% | 794,508 | -11,200 | -1.4% | -$32.96万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,625.42万 | 10.93% | 947,807 | -14,762 | -1.5% | -$40.89万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,812.10万 | 11.71% | 92,772 | 5,065 | 5.8% | $153.53万 | 加仓 |
| VV | VANGUARD INDEX FDS | $4,250.68万 | 17.70% | 123,599 | 2,106 | 1.7% | $72.43万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $5,270.31万 | 21.94% | 1,694,633 | -10,121 | -0.6% | -$31.48万 | 减仓 |