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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| BSJQ | INVESCO SELF INDEXED ETF BULLETSHARES 2026 HIGH YIELD CORP BD | $2.84万 | 0.02% | 1,227 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC SHS | $2.84万 | 0.02% | 712 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $2.78万 | 0.02% | 253 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $2.70万 | 0.02% | 82 | 0 | 0.0% | — | 不变 |
| T | AT & T INC | $2.68万 | 0.02% | 926 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $2.18万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $1.53万 | 0.01% | 145 | -88 | -37.8% | -$9,306 | 减仓 |
| NOBL | PROSHARES S&P 500 ETF DIVIDEND A | $1.48万 | 0.01% | 140 | 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 |
| VZ | VERIZON COMMUNICATIONS COM | $1.30万 | 0.01% | 259 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS SHS BEN INT | $1.27万 | 0.01% | 254 | 4 | 1.6% | $200 | 加仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS | $1.14万 | 0.01% | 300 | 300 | — | $1.14万 | 新建仓 |
| CWB | STATE STREET SPDR ETF BLOOMBERG CONVERTIBLE SECURITIES | $1.06万 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD COM NEW | $9,692 | 0.01% | 2,173 | 0 | 0.0% | — | 不变 |
| SDY | ST STR SPDR S&P DIV ETF | $9,323 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC SER A | $6,151 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD MEGA CAP ETF | $5,200 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM | $5,179 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| MSLC | MORGAN STANLEY ETF PATHWAY FDS LARGE CAP EQUITY | $4,089 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK A S ADR | $3,675 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $2,926 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR CORE ETF 60/40 BALANCED ALLOCATION | $2,124 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $1,594 | 0.00% | 70 | 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 |
| KTOS | KRATOS DEFENSE AND SECURITY SOLUTIONS | $1,058 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | INTERLINK ELECTRONICS INC | $662 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $647 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $635 | 0.00% | 40 | 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 |
| WFC | WELLS FARGO & CO NEW | $398 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GXC | SPDR S&P CHINA ETF | $279 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KR | KROGER COMPANY COMMON | $217 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW CL A | $216 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE ETF EUROPEAN | $82 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC LA | $63 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | URGENT.LY INC NEW | $5 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| 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 |