Sarver Vrooman Wealth Advisors
KANSAS CITY MO · SEC CIK 0002076215
$1.62亿2026Q1 申报市值
138持仓数
95.0%前十大占比 · 第一大 31.3%
3 / 2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
IBDZ 加仓+$4,257.95万
AVLV 新建仓+$357.53万
IBDW 加仓+$18.12万
BSCV 新建仓+$7.40万
BNY 加仓+$4.42万
2026Q1 卖出最多 按季末市值估算
IBDR 减仓-$4,289.95万
USMV 减仓-$327.05万
DGRW 减仓-$13.86万
DBEF 减仓-$9.06万
MRSH 清仓-$4.86万
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 |
|---|---|---|---|---|---|---|---|---|
| MRSH | MARSH | $0 | 0.00% | 0 | -262 | -100.0% | -$4.86万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -6 | -100.0% | -$2.03万 | 清仓 |
| — | URGENT.LY INC NEW | $5 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC LA | $63 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE ETF EUROPEAN | $82 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW CL A | $216 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KR | KROGER COMPANY COMMON | $217 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| GXC | SPDR S&P CHINA ETF | $279 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO NEW | $398 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $610 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP (NEW) NO PAR | $610 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $635 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $647 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | INTERLINK ELECTRONICS INC | $662 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE AND SECURITY SOLUTIONS | $1,058 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MSSM | MORGAN STANLEY ETF PATHWAY FDS SMALL-MID CAP EQUITY | $1,239 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $1,594 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR CORE ETF 60/40 BALANCED ALLOCATION | $2,124 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $2,926 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK A S ADR | $3,675 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MSLC | MORGAN STANLEY ETF PATHWAY FDS LARGE CAP EQUITY | $4,089 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM | $5,179 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD MEGA CAP ETF | $5,200 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC SER A | $6,151 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| SDY | ST STR SPDR S&P DIV ETF | $9,323 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD COM NEW | $9,692 | 0.01% | 2,173 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR ETF BLOOMBERG CONVERTIBLE SECURITIES | $1.06万 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS PARTNERS | $1.14万 | 0.01% | 300 | 300 | — | $1.14万 | 新建仓 |
| EPR | EPR PPTYS SHS BEN INT | $1.27万 | 0.01% | 254 | 4 | 1.6% | $200 | 加仓 |
| VZ | VERIZON COMMUNICATIONS COM | $1.30万 | 0.01% | 259 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO SELF INDEXED ETF BULLETSHARES 2027 HGH YLD CRP | $1.44万 | 0.01% | 645 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 ETF DIVIDEND A | $1.48万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $1.53万 | 0.01% | 145 | -88 | -37.8% | -$9,306 | 减仓 |
| TGT | TARGET CORP | $2.18万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| T | AT & T INC | $2.68万 | 0.02% | 926 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $2.70万 | 0.02% | 82 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $2.78万 | 0.02% | 253 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC SHS | $2.84万 | 0.02% | 712 | 0 | 0.0% | — | 不变 |
| BSJQ | INVESCO SELF INDEXED ETF BULLETSHARES 2026 HIGH YIELD CORP BD | $2.84万 | 0.02% | 1,227 | 0 | 0.0% | — | 不变 |
| BSJS | INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2028 HIGH YLD CORP BOND | $2.88万 | 0.02% | 1,328 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELECTRIC POWER INC | $2.92万 | 0.02% | 223 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR ETF IBONDS DEC 2031 TERM MUNI BD | $3.24万 | 0.02% | 1,262 | 42 | 3.4% | $1,078 | 加仓 |
| IBMS | ISHARES IBONDS DEC ETF TR 2030 TERM MUNI BD | $3.25万 | 0.02% | 1,259 | 49 | 4.0% | $1,266 | 加仓 |
| URI | UNITED RENTALS INC | $3.50万 | 0.02% | 48 | -10 | -17.2% | -$7,286 | 减仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD NORWAY | $3.58万 | 0.02% | 130 | -58 | -30.9% | -$1.60万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD | $3.59万 | 0.02% | 251 | 88 | 54.0% | $1.26万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHINE CORP | $3.68万 | 0.02% | 152 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC INC | $3.70万 | 0.02% | 127 | 11 | 9.5% | $3,201 | 加仓 |
| AXP | AMERICAN EXPRESS COMPANY | $3.81万 | 0.02% | 126 | -14 | -10.0% | -$4,235 | 减仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $3.81万 | 0.02% | 209 | -21 | -9.1% | -$3,831 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC NEW | $3.87万 | 0.02% | 347 | 59 | 20.5% | $6,574 | 加仓 |
| MDT | MEDTRONIC PLC | $3.93万 | 0.02% | 454 | 9 | 2.0% | $780 | 加仓 |
| PNC | PNC FINANCIAL SERVICES GROUP | $3.97万 | 0.02% | 191 | -44 | -18.7% | -$9,156 | 减仓 |
| PHM | PULTE GROUP INC | $3.98万 | 0.02% | 338 | -51 | -13.1% | -$5,998 | 减仓 |
| GE | GE AEROSPACE NEW | $4.06万 | 0.02% | 143 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORPORATION | $4.07万 | 0.03% | 47 | -1 | -2.1% | -$865 | 减仓 |
| FISV | FISERV INC | $4.10万 | 0.03% | 735 | 564 | 329.8% | $3.15万 | 加仓 |
| INTU | INTUIT INC | $4.11万 | 0.03% | 95 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $4.15万 | 0.03% | 1,445 | 373 | 34.8% | $1.07万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $4.17万 | 0.03% | 213 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $4.22万 | 0.03% | 75 | -1 | -1.3% | -$563 | 减仓 |
| QCOM | QUALCOMM INC | $4.25万 | 0.03% | 330 | 65 | 24.5% | $8,371 | 加仓 |
| ENB | ENBRIDGE INC | $4.26万 | 0.03% | 786 | 200 | 34.1% | $1.08万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC | $4.32万 | 0.03% | 330 | -140 | -29.8% | -$1.83万 | 减仓 |
| GM | GENERAL MOTORS CO | $4.33万 | 0.03% | 581 | -249 | -30.0% | -$1.86万 | 减仓 |
| EXPE | EXPEDIA INC | $4.34万 | 0.03% | 188 | -54 | -22.3% | -$1.25万 | 减仓 |
| FDX | FEDEX CORPORATION | $4.35万 | 0.03% | 122 | -53 | -30.3% | -$1.89万 | 减仓 |
| VICI | VICI PPTYS INC | $4.38万 | 0.03% | 1,605 | 449 | 38.8% | $1.23万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $4.39万 | 0.03% | 304 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORPORATION | $4.45万 | 0.03% | 671 | 132 | 24.5% | $8,749 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $4.45万 | 0.03% | 329 | 17 | 5.4% | $2,299 | 加仓 |
| BAC | BANK OF AMERICA CORP | $4.46万 | 0.03% | 914 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS INC/ THE | $4.46万 | 0.03% | 153 | 8 | 5.5% | $2,333 | 加仓 |
| STT | STATE STR CORP | $4.47万 | 0.03% | 353 | -100 | -22.1% | -$1.27万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $4.54万 | 0.03% | 502 | 127 | 33.9% | $1.15万 | 加仓 |
| CB | CHUBB LTD | $4.56万 | 0.03% | 140 | 13 | 10.2% | $4,237 | 加仓 |
| AFG | AMERICAN FINL GROUP INC OHIO | $4.58万 | 0.03% | 359 | 70 | 24.2% | $8,940 | 加仓 |
| EXEL | EXELIXIS INC | $4.61万 | 0.03% | 1,074 | 57 | 5.6% | $2,445 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $4.65万 | 0.03% | 767 | 28 | 3.8% | $1,698 | 加仓 |
| RNR | RENAISSANCE RE HOLDING LTD | $4.67万 | 0.03% | 157 | 4 | 2.6% | $1,189 | 加仓 |
| MO | ALTRIA GROUP INC | $4.76万 | 0.03% | 721 | 79 | 12.3% | $5,213 | 加仓 |
| NVDA | NVIDIA CORP | $4.97万 | 0.03% | 285 | 55 | 23.9% | $9,592 | 加仓 |
| TMUS | T-MOBILE US INC | $5.10万 | 0.03% | 243 | 97 | 66.4% | $2.04万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING | $5.36万 | 0.03% | 264 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $5.50万 | 0.03% | 374 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $5.56万 | 0.03% | 92 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INCORPORATED | $5.61万 | 0.03% | 361 | 16 | 4.6% | $2,485 | 加仓 |
| ITW | ILLINOIS TOOL WORKS INC | $5.88万 | 0.04% | 226 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COMMON | $5.90万 | 0.04% | 283 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $5.98万 | 0.04% | 644 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $6.06万 | 0.04% | 369 | 1 | 0.3% | $164 | 加仓 |
| BSCU | INVESCO SELF INDEXED ETF FD BULLETSHARES 2030 CORPORATE BD | $6.09万 | 0.04% | 3,642 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTERNATIONAL INC | $6.22万 | 0.04% | 275 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 2026 | $6.29万 | 0.04% | 3,219 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS INC | $6.30万 | 0.04% | 812 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 2027 CORP | $6.30万 | 0.04% | 3,212 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCHANGE ETF TRADED SELF INDEXED BULLETSHARES 2028 CORP | $6.31万 | 0.04% | 3,092 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD ETF SELF INDXD FD TR BULLETSHRS 2029 CORP BD | $6.33万 | 0.04% | 3,394 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW COM | $6.48万 | 0.04% | 65 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $6.72万 | 0.04% | 325 | 0 | 0.0% | — | 不变 |