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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB US DIVIDEND ETF EQUITY | $5,338.80万 | 31.82% | 1,661,097 | 7,002 | 0.4% | $22.50万 | 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 |
| 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 |
| DGRW | WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND | $460.92万 | 2.75% | 47,915 | 1,005 | 2.1% | $9.67万 | 加仓 |
| DBEF | XTRACKERS MSCI EAFE ETF EQUITY | $431.16万 | 2.57% | 78,314 | 1,427 | 1.9% | $7.86万 | 加仓 |
| 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 |
| 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 |
| 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 |
| AAPL | APPLE INC | $80.70万 | 0.48% | 2,656 | 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 |
| SPY | STATE STREET SPDR ETF S&P 500 | $35.58万 | 0.21% | 474 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES EDGE MSCI ETF MIN VOL USA ETF | $33.29万 | 0.20% | 3,406 | -36 | -1.0% | -$3,518 | 减仓 |
| IBDU | ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE | $31.76万 | 0.19% | 13,752 | -12 | -0.1% | -$277 | 减仓 |
| IBDS | ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETF | $29.39万 | 0.18% | 12,174 | -17 | -0.1% | -$410 | 减仓 |
| IBDT | ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATE | $29.33万 | 0.17% | 11,652 | 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 |
| IBCA | ISHARES TR ETF IBONDS DEC 2035 TERM CORP | $25.80万 | 0.15% | 10,124 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $25.74万 | 0.15% | 2,332 | 0 | 0.0% | — | 不变 |
| IBDY | ISHARES TR IBONDS ETF DEC 2033 TERM CORP | $25.73万 | 0.15% | 10,031 | 0 | 0.0% | — | 不变 |
| GD | GENL DYNAMICS CORP | $22.09万 | 0.13% | 598 | 400 | 202.0% | $14.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $21.65万 | 0.13% | 557 | 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 |
| SPMO | INVESCO TR II ETF S&P 500 MOMENTUM | $18.92万 | 0.11% | 1,216 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $18.17万 | 0.11% | 1,229 | -15 | -1.2% | -$2,217 | 减仓 |
| — | EXXON MOBIL CORP | $17.78万 | 0.11% | 1,285 | -8 | -0.6% | -$1,107 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC SERIES B NEW | $16.06万 | 0.10% | 319 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $15.37万 | 0.09% | 460 | -5 | -1.1% | -$1,671 | 减仓 |
| XMHQ | INVESCO S&P MIDCAP ETF QUALITY | $13.29万 | 0.08% | 1,166 | 12 | 1.0% | $1,367 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $13.11万 | 0.08% | 314 | -55 | -14.9% | -$2.30万 | 减仓 |
| AMGN | AMGEN INC | $10.49万 | 0.06% | 284 | -3 | -1.0% | -$1,109 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $9.78万 | 0.06% | 381 | -6 | -1.6% | -$1,540 | 减仓 |
| PSX | PHILLIPS 66 | $9.50万 | 0.06% | 533 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS INC | $9.36万 | 0.06% | 812 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $9.27万 | 0.06% | 1,067 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC NEW | $9.17万 | 0.05% | 719 | -164 | -18.6% | -$2.09万 | 减仓 |
| CTVA | CORTEVA INC | $8.04万 | 0.05% | 954 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $7.89万 | 0.05% | 613 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM NEW | $7.50万 | 0.04% | 75 | 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 |
| IBDR | ISHARES TR ETF IBONDS DEC 2026 TERM CORP | $7.34万 | 0.04% | 3,038 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $7.10万 | 0.04% | 317 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $6.63万 | 0.04% | 244 | 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 |
| BSCR | INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 2027 CORP | $6.31万 | 0.04% | 3,212 | 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 |
| ADP | AUTOMATIC DATA PROCESSING | $6.29万 | 0.04% | 264 | 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 |
| ITW | ILLINOIS TOOL WORKS INC | $6.12万 | 0.04% | 226 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COMMON | $6.12万 | 0.04% | 283 | 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 |
| COST | COSTCO WHSL CORP NEW COM | $6.03万 | 0.04% | 65 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $5.72万 | 0.03% | 1,029 | -45 | -4.2% | -$2,503 | 减仓 |
| NVDA | NVIDIA CORP | $5.67万 | 0.03% | 285 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $5.62万 | 0.03% | 329 | -24 | -6.8% | -$4,100 | 减仓 |
| NEE | NEXTERA ENERGY INC | $5.61万 | 0.03% | 644 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $5.49万 | 0.03% | 374 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $5.49万 | 0.03% | 325 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE NEW | $5.46万 | 0.03% | 143 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $5.40万 | 0.03% | 297 | -33 | -10.0% | -$5,995 | 减仓 |
| BAC | BANK OF AMERICA CORP | $5.33万 | 0.03% | 914 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $5.14万 | 0.03% | 46 | -2 | -4.2% | -$2,234 | 减仓 |
| MO | ALTRIA GROUP INC | $4.96万 | 0.03% | 688 | -33 | -4.6% | -$2,379 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $4.96万 | 0.03% | 92 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS INC/ THE | $4.95万 | 0.03% | 148 | -5 | -3.3% | -$1,674 | 减仓 |
| AFG | AMERICAN FINL GROUP INC OHIO | $4.84万 | 0.03% | 346 | -13 | -3.6% | -$1,817 | 减仓 |
| EXPE | EXPEDIA INC | $4.82万 | 0.03% | 182 | -6 | -3.2% | -$1,588 | 减仓 |
| RNR | RENAISSANCE RE HOLDING LTD | $4.81万 | 0.03% | 152 | -5 | -3.2% | -$1,583 | 减仓 |
| PEP | PEPSICO INCORPORATED | $4.79万 | 0.03% | 336 | -25 | -6.9% | -$3,563 | 减仓 |
| CB | CHUBB LTD | $4.76万 | 0.03% | 135 | -5 | -3.6% | -$1,762 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC | $4.65万 | 0.03% | 319 | -11 | -3.3% | -$1,604 | 减仓 |
| PNC | PNC FINANCIAL SERVICES GROUP | $4.63万 | 0.03% | 185 | -6 | -3.1% | -$1,502 | 减仓 |
| DE | DEERE & CO | $4.63万 | 0.03% | 73 | -2 | -2.7% | -$1,269 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $4.60万 | 0.03% | 213 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORPORATION | $4.55万 | 0.03% | 649 | -22 | -3.3% | -$1,543 | 减仓 |
| PG | PROCTER & GAMBLE CO | $4.51万 | 0.03% | 304 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHINE CORP | $4.41万 | 0.03% | 152 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $4.33万 | 0.03% | 327 | -11 | -3.3% | -$1,456 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $4.30万 | 0.03% | 320 | -9 | -2.7% | -$1,209 | 减仓 |
| CPAY | CORPAY INC INC | $4.28万 | 0.03% | 123 | -4 | -3.1% | -$1,393 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $4.27万 | 0.03% | 747 | -20 | -2.6% | -$1,144 | 减仓 |
| GM | GENERAL MOTORS CO | $4.26万 | 0.03% | 563 | -18 | -3.1% | -$1,361 | 减仓 |
| AXP | AMERICAN EXPRESS COMPANY | $4.25万 | 0.03% | 122 | -4 | -3.2% | -$1,392 | 减仓 |
| ENB | ENBRIDGE INC | $4.20万 | 0.03% | 786 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $4.18万 | 0.02% | 237 | -6 | -2.5% | -$1,058 | 减仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $4.17万 | 0.02% | 203 | -6 | -2.9% | -$1,232 | 减仓 |
| IBMS | ISHARES IBONDS DEC ETF TR 2030 TERM MUNI BD | $4.06万 | 0.02% | 1,571 | 312 | 24.8% | $8,064 | 加仓 |
| — | ISHARES TR ETF IBONDS DEC 2031 TERM MUNI BD | $4.05万 | 0.02% | 1,576 | 314 | 24.9% | $8,079 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC NEW | $4.02万 | 0.02% | 338 | -9 | -2.6% | -$1,069 | 减仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD NORWAY | $3.81万 | 0.02% | 127 | -3 | -2.3% | -$899 | 减仓 |
| FDX | FEDEX CORPORATION | $3.73万 | 0.02% | 119 | -3 | -2.5% | -$941 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $3.73万 | 0.02% | 441 | -61 | -12.2% | -$5,156 | 减仓 |
| VICI | VICI PPTYS INC | $3.71万 | 0.02% | 1,416 | -189 | -11.8% | -$4,945 | 减仓 |
| MCK | MCKESSON CORPORATION | $3.58万 | 0.02% | 46 | -1 | -2.1% | -$778 | 减仓 |
| FISV | FISERV INC | $3.42万 | 0.02% | 658 | -77 | -10.5% | -$4,003 | 减仓 |
| SW | SMURFIT WESTROCK PLC SHS | $3.25万 | 0.02% | 712 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $3.24万 | 0.02% | 405 | -49 | -10.8% | -$3,922 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $3.20万 | 0.02% | 137 | 137 | — | $3.20万 | 新建仓 |
| HON | HONEYWELL INTL INC COM NEW | $3.05万 | 0.02% | 137 | -138 | -50.2% | -$3.08万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $3.05万 | 0.02% | 1,300 | -145 | -10.0% | -$3,402 | 减仓 |
| AEP | AMERICAN ELECTRIC POWER INC | $3.04万 | 0.02% | 223 | 0 | 0.0% | — | 不变 |