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 |
|---|---|---|---|---|---|---|---|---|
| CHKP | CHECK POINT SOFTWARE TECH LTD | $3.02万 | 0.02% | 227 | -24 | -9.6% | -$3,198 | 减仓 |
| 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 |
| HD | HOME DEPOT INC | $2.86万 | 0.02% | 82 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $2.86万 | 0.02% | 253 | 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 |
| TGT | TARGET CORP | $2.35万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GRP NV CLASS A | $2.34万 | 0.01% | 100 | 100 | — | $2.34万 | 新建仓 |
| T | AT & T INC | $1.92万 | 0.01% | 926 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $1.88万 | 0.01% | 69 | -26 | -27.4% | -$7,079 | 减仓 |
| NOBL | PROSHARES S&P 500 ETF DIVIDEND A | $1.59万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS SHS BEN INT | $1.49万 | 0.01% | 258 | 4 | 1.6% | $231 | 加仓 |
| BSJR | INVESCO SELF INDEXED ETF BULLETSHARES 2027 HGH YLD CRP | $1.44万 | 0.01% | 645 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR ETF BLOOMBERG CONVERTIBLE SECURITIES | $1.24万 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS PARTNERS | $1.10万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS COM | $1.10万 | 0.01% | 259 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD COM NEW | $1.07万 | 0.01% | 2,173 | 0 | 0.0% | — | 不变 |
| SDY | ST STR SPDR S&P DIV ETF | $9,867 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI ETF INFORMATION TECHNOLOGY INDEX | $9,017 | 0.01% | 32 | 32 | — | $9,017 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $8,363 | 0.00% | 54 | 54 | — | $8,363 | 新建仓 |
| SCHG | SCHWAB US LARGE-CAP ETF GROWTH | $6,776 | 0.00% | 197 | 197 | — | $6,776 | 新建仓 |
| MGC | VANGUARD MEGA CAP ETF | $6,054 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC SER A | $5,981 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM | $5,794 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| SPMD | STATE STREET SPDR ETF PORTFOLIO S&P 400 MID CAP | $5,319 | 0.00% | 79 | 79 | — | $5,319 | 新建仓 |
| QQQ | INVESCO QQQ TR ETF UNIT SER 1 | $5,094 | 0.00% | 7 | 7 | — | $5,094 | 新建仓 |
| VGT | VANGUARD INFORMATION ETF TECHNOLOGY | $4,715 | 0.00% | 40 | 40 | — | $4,715 | 新建仓 |
| MSLC | MORGAN STANLEY ETF PATHWAY FDS LARGE CAP EQUITY | $4,680 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| JIVE | JPMORGAN ETF INTERNATIONAL VALUE | $3,809 | 0.00% | 41 | 41 | — | $3,809 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $2,634 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR AVANTIS INTL EQUITY | $2,442 | 0.00% | 27 | 27 | — | $2,442 | 新建仓 |
| AOR | ISHARES TR CORE ETF 60/40 BALANCED ALLOCATION | $2,282 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $2,010 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $1,618 | 0.00% | 3 | 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 |
| — | INTERLINK ELECTRONICS INC | $1,023 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE AND SECURITY SOLUTIONS | $870 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $740 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $655 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP (NEW) NO PAR | $494 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO NEW | $429 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GXC | SPDR S&P CHINA ETF | $260 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW CL A | $254 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KR | KROGER COMPANY COMMON | $170 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE ETF EUROPEAN | $90 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC LA | $65 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| 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 |