Koesten, Hirschmann & Crabtree, INC.
OVERLAND PARK KS · SEC CIK 0001963421
$2.05亿2026Q1 申报市值
41持仓数
89.2%前十大占比 · 第一大 23.1%
0 / 0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
VV 加仓+$99.01万
VB 加仓+$78.84万
AVEM 加仓+$67.36万
IEFA 加仓+$57.58万
ADTN 加仓+$18.12万
2026Q1 卖出最多 按季末市值估算
FNDX 减仓-$31.19万
IEMG 减仓-$15.53万
AAPL 减仓-$9.75万
SCHF 减仓-$7.94万
COST 减仓-$7.47万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | $4,747.74万 | 23.13% | 1,704,754 | -11,198 | -0.7% | -$31.19万 | 减仓 |
| VV | VANGUARD INDEX FDS | $3,630.83万 | 17.69% | 121,493 | 3,313 | 2.8% | $99.01万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,382.36万 | 11.61% | 962,569 | -3,210 | -0.3% | -$7.94万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,297.23万 | 11.19% | 87,707 | 3,010 | 3.6% | $78.84万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,065.84万 | 10.07% | 805,708 | -2,550 | -0.3% | -$6.54万 | 减仓 |
| IEFA | ISHARES TR | $1,636.78万 | 7.97% | 180,800 | 6,360 | 3.6% | $57.58万 | 加仓 |
| IVV | ISHARES TR | $414.94万 | 2.02% | 6,352 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $399.34万 | 1.95% | 32,125 | -24 | -0.1% | -$2,983 | 减仓 |
| IEMG | ISHARES INC | $389.95万 | 1.90% | 55,907 | -2,226 | -3.8% | -$15.53万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $343.15万 | 1.67% | 118,002 | -803 | -0.7% | -$2.34万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $321.05万 | 1.56% | 97,436 | 53 | 0.1% | $1,746 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $287.90万 | 1.40% | 35,729 | 8,359 | 30.5% | $67.36万 | 加仓 |
| AAPL | APPLE INC | $221.63万 | 1.08% | 8,733 | -384 | -4.2% | -$9.75万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $180.96万 | 0.88% | 58,449 | 0 | 0.0% | — | 不变 |
| ADTN | ADTRAN HOLDINGS INC | $106.75万 | 0.52% | 84,854 | 14,406 | 20.4% | $18.12万 | 加仓 |
| IJH | ISHARES TR | $106.09万 | 0.52% | 15,710 | -120 | -0.8% | -$8,104 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $98.31万 | 0.48% | 32,231 | -413 | -1.3% | -$1.26万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $84.91万 | 0.41% | 13,251 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $70.21万 | 0.34% | 7,302 | 210 | 3.0% | $2.02万 | 加仓 |
| IBDW | ISHARES TR | $69.07万 | 0.34% | 33,002 | 225 | 0.7% | $4,709 | 加仓 |
| IVE | ISHARES TR | $47.61万 | 0.23% | 2,255 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $43.91万 | 0.21% | 4,294 | -300 | -6.5% | -$3.07万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $42.22万 | 0.21% | 2,923 | 58 | 2.0% | $8,378 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $40.02万 | 0.20% | 402 | -75 | -15.7% | -$7.47万 | 减仓 |
| IVW | ISHARES TR | $39.91万 | 0.19% | 3,528 | -480 | -12.0% | -$5.43万 | 减仓 |
| MSFT | MICROSOFT CORP | $38.89万 | 0.19% | 1,051 | 175 | 20.0% | $6.48万 | 加仓 |
| UMBF | UMB FINL CORP | $38.20万 | 0.19% | 3,387 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $35.54万 | 0.17% | 2,145 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $34.89万 | 0.17% | 939 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $34.75万 | 0.17% | 6,965 | 0 | 0.0% | — | 不变 |
| IBDZ | ISHARES TR | $30.10万 | 0.15% | 11,550 | 525 | 4.8% | $1.37万 | 加仓 |
| PEP | PEPSICO INC | $29.12万 | 0.14% | 1,875 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $28.71万 | 0.14% | 4,851 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $28.29万 | 0.14% | 1,790 | 2 | 0.1% | $316 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $26.56万 | 0.13% | 408 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $24.26万 | 0.12% | 1,952 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $22.66万 | 0.11% | 2,659 | 0 | 0.0% | — | 不变 |
| IBDX | ISHARES TR | $21.47万 | 0.10% | 8,495 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $21.05万 | 0.10% | 680 | 0 | 0.0% | — | 不变 |
| IBDY | ISHARES TR | $21.04万 | 0.10% | 8,140 | 0 | 0.0% | — | 不变 |
| FNDB | SCHWAB STRATEGIC TR | $20.48万 | 0.10% | 7,530 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |