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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB US DIVIDEND ETF EQUITY | $5,074.76万 | 31.26% | 1,654,095 | 1,113 | 0.1% | $3.41万 | 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 |
| 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 |
| DGRW | WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND | $412.06万 | 2.54% | 46,910 | -1,578 | -3.3% | -$13.86万 | 减仓 |
| DBEF | XTRACKERS MSCI EAFE ETF EQUITY | $379.82万 | 2.34% | 76,887 | -1,833 | -2.3% | -$9.06万 | 减仓 |
| 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 |
| 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 |
| 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 |
| AAPL | APPLE INC | $67.41万 | 0.42% | 2,656 | 0 | 0.0% | — | 不变 |
| IBDX | ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE | $54.23万 | 0.33% | 21,462 | 826 | 4.0% | $2.09万 | 加仓 |
| IBDU | ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE | $32.02万 | 0.20% | 13,764 | 897 | 7.0% | $2.09万 | 加仓 |
| 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 |
| SPY | STATE STREET SPDR ETF S&P 500 | $30.83万 | 0.19% | 474 | 0 | 0.0% | — | 不变 |
| 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 |
| IBDT | ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATE | $29.51万 | 0.18% | 11,652 | 827 | 7.6% | $2.09万 | 加仓 |
| WMT | WALMART INC | $28.98万 | 0.18% | 2,332 | 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 |
| IBCA | ISHARES TR ETF IBONDS DEC 2035 TERM CORP | $25.96万 | 0.16% | 10,124 | 0 | 0.0% | — | 不变 |
| IBDY | ISHARES TR IBONDS ETF DEC 2033 TERM CORP | $25.93万 | 0.16% | 10,031 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $21.94万 | 0.14% | 1,293 | -50 | -3.7% | -$8,483 | 减仓 |
| MSFT | MICROSOFT CORP | $20.62万 | 0.13% | 557 | 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 |
| BRK/B | BERKSHIRE HATHAWAY INC SERIES B NEW | $15.29万 | 0.09% | 319 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $14.76万 | 0.09% | 1,244 | 373 | 42.8% | $4.42万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $13.68万 | 0.08% | 465 | -11 | -2.3% | -$3,236 | 减仓 |
| SPMO | INVESCO TR II ETF S&P 500 MOMENTUM | $13.63万 | 0.08% | 1,216 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO S&P MIDCAP ETF QUALITY | $11.93万 | 0.07% | 1,154 | 87 | 8.2% | $8,993 | 加仓 |
| MRK | MERCK & CO INC NEW | $10.62万 | 0.07% | 883 | -79 | -8.2% | -$9,503 | 减仓 |
| AMGN | AMGEN INC | $10.10万 | 0.06% | 287 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $9.71万 | 0.06% | 533 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $9.64万 | 0.06% | 1,067 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $9.46万 | 0.06% | 387 | -46 | -10.6% | -$1.12万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $8.54万 | 0.05% | 613 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $7.99万 | 0.05% | 954 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $7.58万 | 0.05% | 244 | 0 | 0.0% | — | 不变 |
| 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 |
| 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 |
| WM | WASTE MGMT INC DEL | $7.28万 | 0.04% | 317 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM NEW | $7.21万 | 0.04% | 75 | 0 | 0.0% | — | 不变 |
| GD | GENL DYNAMICS CORP | $6.80万 | 0.04% | 198 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $6.72万 | 0.04% | 325 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW COM | $6.48万 | 0.04% | 65 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD ETF SELF INDXD FD TR BULLETSHRS 2029 CORP BD | $6.33万 | 0.04% | 3,394 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCHANGE ETF TRADED SELF INDEXED BULLETSHARES 2028 CORP | $6.31万 | 0.04% | 3,092 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 2027 CORP | $6.30万 | 0.04% | 3,212 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS INC | $6.30万 | 0.04% | 812 | 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 |
| — | HONEYWELL INTERNATIONAL INC | $6.22万 | 0.04% | 275 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO SELF INDEXED ETF FD BULLETSHARES 2030 CORPORATE BD | $6.09万 | 0.04% | 3,642 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $6.06万 | 0.04% | 369 | 1 | 0.3% | $164 | 加仓 |
| NEE | NEXTERA ENERGY INC | $5.98万 | 0.04% | 644 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COMMON | $5.90万 | 0.04% | 283 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WORKS INC | $5.88万 | 0.04% | 226 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INCORPORATED | $5.61万 | 0.03% | 361 | 16 | 4.6% | $2,485 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $5.56万 | 0.03% | 92 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $5.50万 | 0.03% | 374 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING | $5.36万 | 0.03% | 264 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $5.10万 | 0.03% | 243 | 97 | 66.4% | $2.04万 | 加仓 |
| NVDA | NVIDIA CORP | $4.97万 | 0.03% | 285 | 55 | 23.9% | $9,592 | 加仓 |
| MO | ALTRIA GROUP INC | $4.76万 | 0.03% | 721 | 79 | 12.3% | $5,213 | 加仓 |
| RNR | RENAISSANCE RE HOLDING LTD | $4.67万 | 0.03% | 157 | 4 | 2.6% | $1,189 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $4.65万 | 0.03% | 767 | 28 | 3.8% | $1,698 | 加仓 |
| EXEL | EXELIXIS INC | $4.61万 | 0.03% | 1,074 | 57 | 5.6% | $2,445 | 加仓 |
| AFG | AMERICAN FINL GROUP INC OHIO | $4.58万 | 0.03% | 359 | 70 | 24.2% | $8,940 | 加仓 |
| CB | CHUBB LTD | $4.56万 | 0.03% | 140 | 13 | 10.2% | $4,237 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $4.54万 | 0.03% | 502 | 127 | 33.9% | $1.15万 | 加仓 |
| STT | STATE STR CORP | $4.47万 | 0.03% | 353 | -100 | -22.1% | -$1.27万 | 减仓 |
| TRV | TRAVELERS COS INC/ THE | $4.46万 | 0.03% | 153 | 8 | 5.5% | $2,333 | 加仓 |
| BAC | BANK OF AMERICA CORP | $4.46万 | 0.03% | 914 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $4.45万 | 0.03% | 329 | 17 | 5.4% | $2,299 | 加仓 |
| WRB | BERKLEY W R CORPORATION | $4.45万 | 0.03% | 671 | 132 | 24.5% | $8,749 | 加仓 |
| PG | PROCTER & GAMBLE CO | $4.39万 | 0.03% | 304 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $4.38万 | 0.03% | 1,605 | 449 | 38.8% | $1.23万 | 加仓 |
| FDX | FEDEX CORPORATION | $4.35万 | 0.03% | 122 | -53 | -30.3% | -$1.89万 | 减仓 |
| EXPE | EXPEDIA INC | $4.34万 | 0.03% | 188 | -54 | -22.3% | -$1.25万 | 减仓 |
| GM | GENERAL MOTORS CO | $4.33万 | 0.03% | 581 | -249 | -30.0% | -$1.86万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC | $4.32万 | 0.03% | 330 | -140 | -29.8% | -$1.83万 | 减仓 |
| ENB | ENBRIDGE INC | $4.26万 | 0.03% | 786 | 200 | 34.1% | $1.08万 | 加仓 |
| QCOM | QUALCOMM INC | $4.25万 | 0.03% | 330 | 65 | 24.5% | $8,371 | 加仓 |
| DE | DEERE & CO | $4.22万 | 0.03% | 75 | -1 | -1.3% | -$563 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $4.17万 | 0.03% | 213 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $4.15万 | 0.03% | 1,445 | 373 | 34.8% | $1.07万 | 加仓 |
| INTU | INTUIT INC | $4.11万 | 0.03% | 95 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $4.10万 | 0.03% | 735 | 564 | 329.8% | $3.15万 | 加仓 |
| MCK | MCKESSON CORPORATION | $4.07万 | 0.03% | 47 | -1 | -2.1% | -$865 | 减仓 |
| GE | GE AEROSPACE NEW | $4.06万 | 0.02% | 143 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $3.98万 | 0.02% | 338 | -51 | -13.1% | -$5,998 | 减仓 |
| PNC | PNC FINANCIAL SERVICES GROUP | $3.97万 | 0.02% | 191 | -44 | -18.7% | -$9,156 | 减仓 |
| MDT | MEDTRONIC PLC | $3.93万 | 0.02% | 454 | 9 | 2.0% | $780 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC NEW | $3.87万 | 0.02% | 347 | 59 | 20.5% | $6,574 | 加仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $3.81万 | 0.02% | 209 | -21 | -9.1% | -$3,831 | 减仓 |
| AXP | AMERICAN EXPRESS COMPANY | $3.81万 | 0.02% | 126 | -14 | -10.0% | -$4,235 | 减仓 |
| CPAY | CORPAY INC INC | $3.70万 | 0.02% | 127 | 11 | 9.5% | $3,201 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHINE CORP | $3.68万 | 0.02% | 152 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LTD | $3.59万 | 0.02% | 251 | 88 | 54.0% | $1.26万 | 加仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD NORWAY | $3.58万 | 0.02% | 130 | -58 | -30.9% | -$1.60万 | 减仓 |
| URI | UNITED RENTALS INC | $3.50万 | 0.02% | 48 | -10 | -17.2% | -$7,286 | 减仓 |
| IBMS | ISHARES IBONDS DEC ETF TR 2030 TERM MUNI BD | $3.25万 | 0.02% | 1,259 | 49 | 4.0% | $1,266 | 加仓 |
| — | ISHARES TR ETF IBONDS DEC 2031 TERM MUNI BD | $3.24万 | 0.02% | 1,262 | 42 | 3.4% | $1,078 | 加仓 |
| AEP | AMERICAN ELECTRIC POWER INC | $2.92万 | 0.02% | 223 | 0 | 0.0% | — | 不变 |