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Kaufman Rossin Wealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Kaufman Rossin Wealth, LLC
报告期 2026-03-31 · CIK 0002049750
持仓数
98
前50大市值合计
$161.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 148 项
建仓 116
增持 22
减持 7
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
BSVO
EA SERIES TRUST
-$2.2M
999,705
-0%
增持
ADBE
ADOBE INC
+$1.7M
5,802
+349%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.1M
143,373
+5%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AVUV
AMERICAN CENTY ETF TR
+$793.6K
15,321
+173%
建仓
RBLX
ROBLOX CORP
+$747.1K
12,817
增持
AAPL
APPLE INC
+$734.6K
8,112
+90%
建仓
GE
GE AEROSPACE
+$717.9K
3,587
建仓
SNOW
SNOWFLAKE INC
+$711.8K
4,870
建仓
INCY
INCYTE CORP
+$707.4K
11,683
增持
NVDA
NVIDIA CORPORATION
+$698.8K
11,076
+197%
清仓
GLD
SPDR GOLD TR
-$691.3K
0
-100%
清仓
GLDM
WORLD GOLD TR
-$683.7K
0
-100%
建仓
VRSN
VERISIGN INC
+$670.2K
2,640
建仓
PNC
PNC FINL SVCS GROUP INC
+$661.2K
3,762
建仓
CNC
CENTENE CORP DEL
+$606.3K
9,987
建仓
ANET
ARISTA NETWORKS INC
+$600.3K
7,748
建仓
GM
GENERAL MTRS CO
+$599.3K
12,743
建仓
NOC
NORTHROP GRUMMAN CORP
+$598.5K
1,169
增持
FTNT
FORTINET INC
+$587.9K
8,404
+259%
建仓
ABNB
AIRBNB INC
+$582.0K
4,872
建仓
BKNG
BOOKING HOLDINGS INC
+$548.2K
119
增持
IDEV
ISHARES TR
+$517.1K
72,661
+4%
增持
DIHP
DIMENSIONAL ETF TRUST
+$511.4K
169,938
+5%
建仓
DASH
DOORDASH INC
+$510.8K
2,795
建仓
C
CITIGROUP INC
+$504.8K
7,111
建仓
MSCI
MSCI INC
+$485.2K
858
建仓
HUM
HUMANA INC
+$474.6K
1,794
建仓
NOW
SERVICENOW INC
+$466.5K
586
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$460.8K
6,519
增持
DFEM
DIMENSIONAL ETF TRUST
+$449.0K
298,519
+5%
建仓
TEAM
ATLASSIAN CORPORATION
+$446.7K
2,105
建仓
ETSY
ETSY INC
+$446.2K
9,457
建仓
PM
PHILIP MORRIS INTL INC
+$445.2K
2,805
建仓
UNH
UNITEDHEALTH GROUP INC
+$437.9K
836
建仓
GEV
GE VERNOVA INC
+$436.2K
1,429
建仓
COP
CONOCOPHILLIPS
+$435.1K
4,143
建仓
—
TECHNIPFMC PLC
+$430.5K
13,586
建仓
—
AXIS CAP HLDGS LTD
+$428.0K
4,270
建仓
CMCSA
COMCAST CORP NEW
+$421.4K
11,420
建仓
—
GARMIN LTD
+$420.4K
1,936
建仓
AVGO
BROADCOM INC
+$418.4K
2,499
建仓
MMM
3M CO
+$408.7K
2,783
建仓
DINO
HF SINCLAIR CORP
+$399.7K
12,156
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$384.1K
3,673
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$382.4K
718
建仓
ELV
ELEVANCE HEALTH INC
+$382.3K
879
建仓
TXRH
TEXAS ROADHOUSE INC
+$379.4K
2,277
建仓
EIX
EDISON INTL
+$374.3K
6,353
建仓
TSN
TYSON FOODS INC
+$372.8K
5,843
建仓
RHI
ROBERT HALF INC.
+$367.6K
6,738
建仓
ILMN
ILLUMINA INC
+$364.1K
4,589
建仓
CNXC
CONCENTRIX CORP
+$362.5K
6,515
建仓
MRVL
MARVELL TECHNOLOGY INC
+$356.5K
5,790
建仓
CMI
CUMMINS INC
+$352.3K
1,124
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$351.0K
1,300
建仓
NTNX
NUTANIX INC
+$349.2K
5,002
增持
DISV
DIMENSIONAL ETF TRUST
+$346.2K
131,251
+0%
建仓
DKNG
DRAFTKINGS INC NEW
+$341.7K
10,288
建仓
WEN
WENDYS CO
+$341.2K
23,323
建仓
TRV
TRAVELERS COMPANIES INC
+$338.2K
1,279
建仓
HUBS
HUBSPOT INC
+$333.1K
583
建仓
MRK
MERCK & CO INC
+$330.0K
3,676
建仓
RL
RALPH LAUREN CORP
+$329.6K
1,493
建仓
—
TRANE TECHNOLOGIES PLC
+$328.2K
974
减持
DFAC
DIMENSIONAL ETF TRUST
-$324.4K
187,378
-0%
建仓
LMT
LOCKHEED MARTIN CORP
+$320.7K
718
建仓
PANW
PALO ALTO NETWORKS INC
+$320.3K
1,877
建仓
JNJ
JOHNSON & JOHNSON
+$319.6K
1,927
建仓
ORI
OLD REP INTL CORP
+$318.8K
8,129
建仓
TPR
TAPESTRY INC
+$318.5K
4,524
建仓
BBY
BEST BUY INC
+$316.3K
4,297
建仓
APH
AMPHENOL CORP NEW
+$310.1K
4,728
建仓
PCG
PG&E CORP
+$307.7K
17,909
建仓
SF
STIFEL FINL CORP
+$307.6K
3,263
建仓
TER
TERADYNE INC
+$303.1K
3,669
建仓
TTC
TORO CO
+$297.5K
4,090
建仓
EXPE
EXPEDIA GROUP INC
+$296.7K
1,765
建仓
CVS
CVS HEALTH CORP
+$293.0K
4,325
建仓
FMC
FMC CORP
+$291.4K
6,908
建仓
CFG
CITIZENS FINL GROUP INC
+$285.6K
6,971
建仓
USFD
US FOODS HLDG CORP
+$283.4K
4,329
建仓
NTRA
NATERA INC
+$282.1K
1,995
建仓
—
JOHNSON CTLS INTL PLC
+$279.5K
3,489
建仓
HUN
HUNTSMAN CORP
+$277.9K
17,601
建仓
FIX
COMFORT SYS USA INC
+$277.8K
862
建仓
RGLD
ROYAL GOLD INC
+$277.6K
1,698
建仓
PYPL
PAYPAL HLDGS INC
+$273.0K
4,184
增持
ITOT
ISHARES TR
-$269.4K
102,227
+3%
建仓
EXEL
EXELIXIS INC
+$269.0K
7,286
减持
DFSD
DIMENSIONAL ETF TRUST
-$266.0K
33,380
-16%
建仓
MOH
MOLINA HEALTHCARE INC
+$261.5K
794
建仓
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$254.6K
5,855
增持
COST
COSTCO WHSL CORP NEW
+$252.2K
783
+47%
建仓
ULTA
ULTA BEAUTY INC
+$250.0K
682
建仓
PINS
PINTEREST INC
+$248.7K
8,024
建仓
GOOG
ALPHABET INC
+$245.6K
1,572
建仓
KMX
CARMAX INC
+$245.3K
3,148
建仓
CRM
SALESFORCE INC
+$245.3K
914
建仓
LLY
ELI LILLY & CO
+$242.0K
293
建仓
VTR
VENTAS INC
+$241.2K
3,508
增持
AMZN
AMAZON COM INC
+$240.2K
3,563
+79%
减持
DFIV
DIMENSIONAL ETF TRUST
+$236.7K
62,145
-0%
建仓
OSK
OSHKOSH CORP
+$235.3K
2,501
建仓
AIG
AMERICAN INTL GROUP INC
+$234.7K
2,699
建仓
OVV
OVINTIV INC
+$232.9K
5,441
建仓
RGA
REINSURANCE GRP OF AMERICA I
+$232.3K
1,180
建仓
BIIB
BIOGEN INC
+$231.3K
1,690
建仓
BKR
BAKER HUGHES COMPANY
+$231.0K
5,256
建仓
CME
CME GROUP INC
+$225.0K
848
建仓
—
INVESCO LTD
+$224.4K
14,790
建仓
JPM
JPMORGAN CHASE & CO.
+$223.0K
909
建仓
CINF
CINCINNATI FINL CORP
+$219.4K
1,485
建仓
FIVE
FIVE BELOW INC
+$219.0K
2,923
建仓
REGN
REGENERON PHARMACEUTICALS
+$218.2K
344
建仓
—
ELASTIC N V
+$217.9K
2,446
建仓
MAN
MANPOWERGROUP INC WIS
+$217.9K
3,765
建仓
AMP
AMERIPRISE FINL INC
+$211.6K
437
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$211.0K
4,202
建仓
ADSK
AUTODESK INC
+$210.0K
802
建仓
—
APELLIS PHARMACEUTICALS INC
+$209.4K
9,577
清仓
TIP
ISHARES TR
-$209.1K
0
-100%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$207.2K
7,462
建仓
BRKR
BRUKER CORP
+$205.7K
4,929
建仓
CI
THE CIGNA GROUP
+$202.7K
616
建仓
AFG
AMERICAN FINL GROUP INC OHIO
+$201.9K
1,537
建仓
CLX
CLOROX CO DEL
+$201.7K
1,370
建仓
META
META PLATFORMS INC
+$201.2K
349
建仓
LYFT
LYFT INC
+$197.9K
16,670
建仓
XRAY
DENTSPLY SIRONA INC
+$195.3K
13,070
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$179.1K
11,605
增持
VTI
VANGUARD INDEX FDS
+$169.5K
3,928
+25%
建仓
VFC
V F CORP
+$162.1K
10,447
减持
VTIP
VANGUARD MALVERN FDS
-$160.9K
21,003
-16%
建仓
GTM
ZOOMINFO TECHNOLOGIES INC
+$158.5K
15,850
增持
MSFT
MICROSOFT CORP
+$158.0K
2,698
+33%
建仓
NWL
NEWELL BRANDS INC
+$144.2K
23,259
建仓
WU
WESTERN UN CO
+$121.6K
11,497
增持
DUHP
DIMENSIONAL ETF TRUST
+$114.5K
182,841
+4%
建仓
ADT
ADT INC DEL
+$105.5K
12,961
增持
DFAI
DIMENSIONAL ETF TRUST
+$53.8K
21,407
+2%
增持
ABBV
ABBVIE INC
+$42.3K
1,200
+2%
减持
IVLU
ISHARES TR
+$40.5K
12,813
-0%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$35.9K
52,830
-3%
增持
DFAX
DIMENSIONAL ETF TRUST
+$31.9K
23,684
+0%
增持
BAC
BANK AMERICA CORP
+$29.1K
5,610
+20%
增持
DFUV
DIMENSIONAL ETF TRUST
+$14.8K
29,712
+1%
增持
GOOGL
ALPHABET INC
+$13.7K
1,854
+29%
建仓
—
NEKTAR THERAPEUTICS
+$8.7K
12,843
