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 |
|---|---|---|---|---|---|---|---|---|
| GD | GENL DYNAMICS CORP | $6.80万 | 0.04% | 198 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM NEW | $7.21万 | 0.04% | 75 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $7.28万 | 0.04% | 317 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR ETF IBONDS DEC 2026 TERM CORP | $7.36万 | 0.05% | 3,038 | -1,769,786 | -99.8% | -$4,289.95万 | 减仓 |
| BSCV | INVESCO EXCHANGE ETF TRADED SELF INDXD FD TR BLLTSHRS 2031 CRPT BD | $7.40万 | 0.05% | 4,498 | 4,498 | — | $7.40万 | 新建仓 |
| MCD | MCDONALDS CORP | $7.58万 | 0.05% | 244 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $7.99万 | 0.05% | 954 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $8.54万 | 0.05% | 613 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $9.46万 | 0.06% | 387 | -46 | -10.6% | -$1.12万 | 减仓 |
| OKE | ONEOK INC NEW | $9.64万 | 0.06% | 1,067 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $9.71万 | 0.06% | 533 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $10.10万 | 0.06% | 287 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC NEW | $10.62万 | 0.07% | 883 | -79 | -8.2% | -$9,503 | 减仓 |
| XMHQ | INVESCO S&P MIDCAP ETF QUALITY | $11.93万 | 0.07% | 1,154 | 87 | 8.2% | $8,993 | 加仓 |
| SPMO | INVESCO TR II ETF S&P 500 MOMENTUM | $13.63万 | 0.08% | 1,216 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $13.68万 | 0.08% | 465 | -11 | -2.3% | -$3,236 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $14.76万 | 0.09% | 1,244 | 373 | 42.8% | $4.42万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC SERIES B NEW | $15.29万 | 0.09% | 319 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO TR ETF S&P 500 QUALITY | $15.97万 | 0.10% | 2,124 | 157 | 8.0% | $1.18万 | 加仓 |
| MSFT | MICROSOFT CORP | $20.62万 | 0.13% | 557 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $21.94万 | 0.14% | 1,293 | -50 | -3.7% | -$8,483 | 减仓 |
| IBDY | ISHARES TR IBONDS ETF DEC 2033 TERM CORP | $25.93万 | 0.16% | 10,031 | 0 | 0.0% | — | 不变 |
| IBCA | ISHARES TR ETF IBONDS DEC 2035 TERM CORP | $25.96万 | 0.16% | 10,124 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR ETF IBONDS DEC 2030 TERM CORPORATE ETF | $26.08万 | 0.16% | 11,914 | 956 | 8.7% | $2.09万 | 加仓 |
| WMT | WALMART INC | $28.98万 | 0.18% | 2,332 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATE | $29.51万 | 0.18% | 11,652 | 827 | 7.6% | $2.09万 | 加仓 |
| IBDS | ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETF | $29.55万 | 0.18% | 12,191 | 867 | 7.7% | $2.10万 | 加仓 |
| SPY | STATE STREET SPDR ETF S&P 500 | $30.83万 | 0.19% | 474 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES EDGE MSCI ETF MIN VOL USA ETF | $31.92万 | 0.20% | 3,442 | -35,265 | -91.1% | -$327.05万 | 减仓 |
| IBDU | ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE | $32.02万 | 0.20% | 13,764 | 897 | 7.0% | $2.09万 | 加仓 |
| IBDX | ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE | $54.23万 | 0.33% | 21,462 | 826 | 4.0% | $2.09万 | 加仓 |
| AAPL | APPLE INC | $67.41万 | 0.42% | 2,656 | 0 | 0.0% | — | 不变 |
| BSMU | INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF | $84.93万 | 0.52% | 38,935 | 123 | 0.3% | $2,683 | 加仓 |
| BSMR | INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD | $85.26万 | 0.53% | 36,045 | 115 | 0.3% | $2,720 | 加仓 |
| AVLV | AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE | $357.53万 | 2.20% | 44,353 | 44,353 | — | $357.53万 | 新建仓 |
| DBEF | XTRACKERS MSCI EAFE ETF EQUITY | $379.82万 | 2.34% | 76,887 | -1,833 | -2.3% | -$9.06万 | 减仓 |
| DGRW | WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND | $412.06万 | 2.54% | 46,910 | -1,578 | -3.3% | -$13.86万 | 减仓 |
| IBDZ | ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE | $4,312.86万 | 26.56% | 1,654,974 | 1,633,901 | 7,753.5% | $4,257.95万 | 加仓 |
| IBDW | ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE | $4,592.42万 | 28.29% | 2,194,181 | 8,659 | 0.4% | $18.12万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND ETF EQUITY | $5,074.76万 | 31.26% | 1,654,095 | 1,113 | 0.1% | $3.41万 | 加仓 |