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 |
|---|---|---|---|---|---|---|---|---|
| ITW | ILLINOIS TOOL WORKS INC | $6.12万 | 0.04% | 226 | 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 |
| ADP | AUTOMATIC DATA PROCESSING | $6.29万 | 0.04% | 264 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCHANGE ETF TRADED SELF INDEXED BULLETSHARES 2028 CORP | $6.30万 | 0.04% | 3,092 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 2027 CORP | $6.31万 | 0.04% | 3,212 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD ETF SELF INDXD FD TR BULLETSHRS 2029 CORP BD | $6.31万 | 0.04% | 3,394 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $6.63万 | 0.04% | 244 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $7.10万 | 0.04% | 317 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR ETF IBONDS DEC 2026 TERM CORP | $7.34万 | 0.04% | 3,038 | 0 | 0.0% | — | 不变 |
| BSCV | INVESCO EXCHANGE ETF TRADED SELF INDXD FD TR BLLTSHRS 2031 CRPT BD | $7.37万 | 0.04% | 4,498 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM NEW | $7.50万 | 0.04% | 75 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $7.89万 | 0.05% | 613 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $8.04万 | 0.05% | 954 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC NEW | $9.17万 | 0.05% | 719 | -164 | -18.6% | -$2.09万 | 减仓 |
| OKE | ONEOK INC NEW | $9.27万 | 0.06% | 1,067 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS INC | $9.36万 | 0.06% | 812 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $9.50万 | 0.06% | 533 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $9.78万 | 0.06% | 381 | -6 | -1.6% | -$1,540 | 减仓 |
| AMGN | AMGEN INC | $10.49万 | 0.06% | 284 | -3 | -1.0% | -$1,109 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $13.11万 | 0.08% | 314 | -55 | -14.9% | -$2.30万 | 减仓 |
| XMHQ | INVESCO S&P MIDCAP ETF QUALITY | $13.29万 | 0.08% | 1,166 | 12 | 1.0% | $1,367 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $15.37万 | 0.09% | 460 | -5 | -1.1% | -$1,671 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC SERIES B NEW | $16.06万 | 0.10% | 319 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $17.78万 | 0.11% | 1,285 | -8 | -0.6% | -$1,107 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $18.17万 | 0.11% | 1,229 | -15 | -1.2% | -$2,217 | 减仓 |
| SPMO | INVESCO TR II ETF S&P 500 MOMENTUM | $18.92万 | 0.11% | 1,216 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO TR ETF S&P 500 QUALITY | $19.08万 | 0.11% | 2,138 | 14 | 0.7% | $1,249 | 加仓 |
| MSFT | MICROSOFT CORP | $21.65万 | 0.13% | 557 | 0 | 0.0% | — | 不变 |
| GD | GENL DYNAMICS CORP | $22.09万 | 0.13% | 598 | 400 | 202.0% | $14.78万 | 加仓 |
| IBDY | ISHARES TR IBONDS ETF DEC 2033 TERM CORP | $25.73万 | 0.15% | 10,031 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $25.74万 | 0.15% | 2,332 | 0 | 0.0% | — | 不变 |
| IBCA | ISHARES TR ETF IBONDS DEC 2035 TERM CORP | $25.80万 | 0.15% | 10,124 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR ETF IBONDS DEC 2030 TERM CORPORATE ETF | $25.87万 | 0.15% | 11,914 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATE | $29.33万 | 0.17% | 11,652 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETF | $29.39万 | 0.18% | 12,174 | -17 | -0.1% | -$410 | 减仓 |
| IBDU | ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE | $31.76万 | 0.19% | 13,752 | -12 | -0.1% | -$277 | 减仓 |
| USMV | ISHARES EDGE MSCI ETF MIN VOL USA ETF | $33.29万 | 0.20% | 3,406 | -36 | -1.0% | -$3,518 | 减仓 |
| SPY | STATE STREET SPDR ETF S&P 500 | $35.58万 | 0.21% | 474 | 0 | 0.0% | — | 不变 |
| IBDX | ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE | $53.83万 | 0.32% | 21,462 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $80.70万 | 0.48% | 2,656 | 0 | 0.0% | — | 不变 |
| BSMR | INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD | $85.38万 | 0.51% | 36,117 | 72 | 0.2% | $1,702 | 加仓 |
| BSMU | INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF | $85.40万 | 0.51% | 39,012 | 77 | 0.2% | $1,686 | 加仓 |
| AVLV | AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE | $410.63万 | 2.45% | 44,966 | 613 | 1.4% | $5.60万 | 加仓 |
| DBEF | XTRACKERS MSCI EAFE ETF EQUITY | $431.16万 | 2.57% | 78,314 | 1,427 | 1.9% | $7.86万 | 加仓 |
| DGRW | WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND | $460.92万 | 2.75% | 47,915 | 1,005 | 2.1% | $9.67万 | 加仓 |
| IBDZ | ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE | $4,358.08万 | 25.98% | 1,681,034 | 26,060 | 1.6% | $67.56万 | 加仓 |
| IBDW | ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE | $4,610.87万 | 27.48% | 2,220,499 | 26,318 | 1.2% | $54.65万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND ETF EQUITY | $5,338.80万 | 31.82% | 1,661,097 | 7,002 | 0.4% | $22.50万 | 加仓 |