Sarver Vrooman Wealth Advisors
KANSAS CITY MO · SEC CIK 0002076215
$1.68亿2026Q2 申报市值
145持仓数
94.9%前十大占比 · 第一大 31.8%
10 / 3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
IBDZ 加仓+$67.56万
IBDW 加仓+$54.65万
SCHD 加仓+$22.50万
GD 加仓+$14.78万
DGRW 加仓+$9.67万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$3.08万
DELL 减仓-$2.30万
MRK 减仓-$2.09万
GPC 清仓-$1.53万
INTU 减仓-$7,079
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GPC | GENUINE PARTS CO COM | $0 | 0.00% | 0 | -145 | -100.0% | -$1.53万 | 清仓 |
| NVO | NOVO NORDISK A S ADR | $0 | 0.00% | 0 | -100 | -100.0% | -$3,675 | 清仓 |
| — | URGENT.LY INC NEW | $0 | 0.00% | 0 | -1 | -100.0% | -$5 | 清仓 |
| LUMN | LUMEN TECHNOLOGIES INC LA | $65 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE ETF EUROPEAN | $90 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KR | KROGER COMPANY COMMON | $170 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW CL A | $254 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GXC | SPDR S&P CHINA ETF | $260 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO NEW | $429 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP (NEW) NO PAR | $494 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $655 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $740 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE AND SECURITY SOLUTIONS | $870 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | INTERLINK ELECTRONICS INC | $1,023 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| MSSM | MORGAN STANLEY ETF PATHWAY FDS SMALL-MID CAP EQUITY | $1,478 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $1,618 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $2,010 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR CORE ETF 60/40 BALANCED ALLOCATION | $2,282 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR AVANTIS INTL EQUITY | $2,442 | 0.00% | 27 | 27 | — | $2,442 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $2,634 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| JIVE | JPMORGAN ETF INTERNATIONAL VALUE | $3,809 | 0.00% | 41 | 41 | — | $3,809 | 新建仓 |
| MSLC | MORGAN STANLEY ETF PATHWAY FDS LARGE CAP EQUITY | $4,680 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION ETF TECHNOLOGY | $4,715 | 0.00% | 40 | 40 | — | $4,715 | 新建仓 |
| QQQ | INVESCO QQQ TR ETF UNIT SER 1 | $5,094 | 0.00% | 7 | 7 | — | $5,094 | 新建仓 |
| SPMD | STATE STREET SPDR ETF PORTFOLIO S&P 400 MID CAP | $5,319 | 0.00% | 79 | 79 | — | $5,319 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM | $5,794 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC SER A | $5,981 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD MEGA CAP ETF | $6,054 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB US LARGE-CAP ETF GROWTH | $6,776 | 0.00% | 197 | 197 | — | $6,776 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $8,363 | 0.00% | 54 | 54 | — | $8,363 | 新建仓 |
| FTEC | FIDELITY MSCI ETF INFORMATION TECHNOLOGY INDEX | $9,017 | 0.01% | 32 | 32 | — | $9,017 | 新建仓 |
| SDY | ST STR SPDR S&P DIV ETF | $9,867 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD COM NEW | $1.07万 | 0.01% | 2,173 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS COM | $1.10万 | 0.01% | 259 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS PARTNERS | $1.10万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR ETF BLOOMBERG CONVERTIBLE SECURITIES | $1.24万 | 0.01% | 116 | 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 |
| EPR | EPR PPTYS SHS BEN INT | $1.49万 | 0.01% | 258 | 4 | 1.6% | $231 | 加仓 |
| NOBL | PROSHARES S&P 500 ETF DIVIDEND A | $1.59万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $1.88万 | 0.01% | 69 | -26 | -27.4% | -$7,079 | 减仓 |
| T | AT & T INC | $1.92万 | 0.01% | 926 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GRP NV CLASS A | $2.34万 | 0.01% | 100 | 100 | — | $2.34万 | 新建仓 |
| TGT | TARGET CORP | $2.35万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| BSJQ | INVESCO SELF INDEXED ETF BULLETSHARES 2026 HIGH YIELD CORP BD | $2.82万 | 0.02% | 1,227 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $2.86万 | 0.02% | 253 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $2.86万 | 0.02% | 82 | 0 | 0.0% | — | 不变 |
| BSJS | INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2028 HIGH YLD CORP BOND | $2.89万 | 0.02% | 1,328 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LTD | $3.02万 | 0.02% | 227 | -24 | -9.6% | -$3,198 | 减仓 |
| AEP | AMERICAN ELECTRIC POWER INC | $3.04万 | 0.02% | 223 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $3.05万 | 0.02% | 1,300 | -145 | -10.0% | -$3,402 | 减仓 |
| HON | HONEYWELL INTL INC COM NEW | $3.05万 | 0.02% | 137 | -138 | -50.2% | -$3.08万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $3.20万 | 0.02% | 137 | 137 | — | $3.20万 | 新建仓 |
| MDT | MEDTRONIC PLC | $3.24万 | 0.02% | 405 | -49 | -10.8% | -$3,922 | 减仓 |
| SW | SMURFIT WESTROCK PLC SHS | $3.25万 | 0.02% | 712 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $3.42万 | 0.02% | 658 | -77 | -10.5% | -$4,003 | 减仓 |
| MCK | MCKESSON CORPORATION | $3.58万 | 0.02% | 46 | -1 | -2.1% | -$778 | 减仓 |
| VICI | VICI PPTYS INC | $3.71万 | 0.02% | 1,416 | -189 | -11.8% | -$4,945 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $3.73万 | 0.02% | 441 | -61 | -12.2% | -$5,156 | 减仓 |
| FDX | FEDEX CORPORATION | $3.73万 | 0.02% | 119 | -3 | -2.5% | -$941 | 减仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD NORWAY | $3.81万 | 0.02% | 127 | -3 | -2.3% | -$899 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC NEW | $4.02万 | 0.02% | 338 | -9 | -2.6% | -$1,069 | 减仓 |
| — | ISHARES TR ETF IBONDS DEC 2031 TERM MUNI BD | $4.05万 | 0.02% | 1,576 | 314 | 24.9% | $8,079 | 加仓 |
| IBMS | ISHARES IBONDS DEC ETF TR 2030 TERM MUNI BD | $4.06万 | 0.02% | 1,571 | 312 | 24.8% | $8,064 | 加仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $4.17万 | 0.02% | 203 | -6 | -2.9% | -$1,232 | 减仓 |
| TMUS | T-MOBILE US INC | $4.18万 | 0.02% | 237 | -6 | -2.5% | -$1,058 | 减仓 |
| ENB | ENBRIDGE INC | $4.20万 | 0.03% | 786 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS COMPANY | $4.25万 | 0.03% | 122 | -4 | -3.2% | -$1,392 | 减仓 |
| GM | GENERAL MOTORS CO | $4.26万 | 0.03% | 563 | -18 | -3.1% | -$1,361 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $4.27万 | 0.03% | 747 | -20 | -2.6% | -$1,144 | 减仓 |
| CPAY | CORPAY INC INC | $4.28万 | 0.03% | 123 | -4 | -3.1% | -$1,393 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $4.30万 | 0.03% | 320 | -9 | -2.7% | -$1,209 | 减仓 |
| PHM | PULTE GROUP INC | $4.33万 | 0.03% | 327 | -11 | -3.3% | -$1,456 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHINE CORP | $4.41万 | 0.03% | 152 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $4.51万 | 0.03% | 304 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORPORATION | $4.55万 | 0.03% | 649 | -22 | -3.3% | -$1,543 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $4.60万 | 0.03% | 213 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $4.63万 | 0.03% | 73 | -2 | -2.7% | -$1,269 | 减仓 |
| PNC | PNC FINANCIAL SERVICES GROUP | $4.63万 | 0.03% | 185 | -6 | -3.1% | -$1,502 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC | $4.65万 | 0.03% | 319 | -11 | -3.3% | -$1,604 | 减仓 |
| CB | CHUBB LTD | $4.76万 | 0.03% | 135 | -5 | -3.6% | -$1,762 | 减仓 |
| PEP | PEPSICO INCORPORATED | $4.79万 | 0.03% | 336 | -25 | -6.9% | -$3,563 | 减仓 |
| RNR | RENAISSANCE RE HOLDING LTD | $4.81万 | 0.03% | 152 | -5 | -3.2% | -$1,583 | 减仓 |
| EXPE | EXPEDIA INC | $4.82万 | 0.03% | 182 | -6 | -3.2% | -$1,588 | 减仓 |
| AFG | AMERICAN FINL GROUP INC OHIO | $4.84万 | 0.03% | 346 | -13 | -3.6% | -$1,817 | 减仓 |
| TRV | TRAVELERS COS INC/ THE | $4.95万 | 0.03% | 148 | -5 | -3.3% | -$1,674 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $4.96万 | 0.03% | 92 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $4.96万 | 0.03% | 688 | -33 | -4.6% | -$2,379 | 减仓 |
| URI | UNITED RENTALS INC | $5.14万 | 0.03% | 46 | -2 | -4.2% | -$2,234 | 减仓 |
| BAC | BANK OF AMERICA CORP | $5.33万 | 0.03% | 914 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $5.40万 | 0.03% | 297 | -33 | -10.0% | -$5,995 | 减仓 |
| GE | GE AEROSPACE NEW | $5.46万 | 0.03% | 143 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $5.49万 | 0.03% | 325 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $5.49万 | 0.03% | 374 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $5.61万 | 0.03% | 644 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $5.62万 | 0.03% | 329 | -24 | -6.8% | -$4,100 | 减仓 |
| NVDA | NVIDIA CORP | $5.67万 | 0.03% | 285 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $5.72万 | 0.03% | 1,029 | -45 | -4.2% | -$2,503 | 减仓 |
| COST | COSTCO WHSL CORP NEW COM | $6.03万 | 0.04% | 65 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO SELF INDEXED ETF FD BULLETSHARES 2030 CORPORATE BD | $6.06万 | 0.04% | 3,642 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COMMON | $6.12万 | 0.04% | 283 | 0 | 0.0% | — | 不变 |