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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 43
增持 31
减持 22
清仓 54
方向
标的
Δ市值
现股数(环比)
增持
BSVO
EA SERIES TRUST
+$4.4M
1,168,433
+17%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.6M
158,410
+10%
增持
ITOT
ISHARES TR
+$2.0M
107,354
+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
VTI
VANGUARD INDEX FDS
+$1.9M
9,865
+151%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.6M
321,614
+8%
增持
IDEV
ISHARES TR
+$1.1M
80,329
+11%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.1M
200,363
+10%
增持
DIHP
DIMENSIONAL ETF TRUST
+$1.1M
190,974
+12%
增持
DISV
DIMENSIONAL ETF TRUST
+$685.5K
136,966
+4%
增持
RBLX
ROBLOX CORP
+$661.1K
13,386
+4%
增持
NVDA
NVIDIA CORPORATION
+$607.6K
11,444
+3%
清仓
CNC
CENTENE CORP DEL
-$606.3K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$598.5K
0
-100%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$522.4K
61,202
+16%
增持
AAPL
APPLE INC
+$520.4K
11,319
+40%
清仓
HUM
HUMANA INC
-$474.6K
0
-100%
建仓
VEEV
VEEVA SYS INC
+$470.8K
1,635
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$460.8K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$435.1K
0
-100%
建仓
QUAL
ISHARES TR
+$430.9K
2,357
建仓
TOL
TOLL BROTHERS INC
+$430.6K
3,773
清仓
—
TECHNIPFMC PLC
-$430.5K
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL
+$427.0K
8,683
清仓
CMCSA
COMCAST CORP NEW
-$421.4K
0
-100%
清仓
—
GARMIN LTD
-$420.4K
0
-100%
清仓
MMM
3M CO
-$408.7K
0
-100%
建仓
MANH
MANHATTAN ASSOCIATES INC
+$401.3K
2,032
建仓
VRT
VERTIV HOLDINGS CO
+$395.0K
3,076
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$384.1K
0
-100%
增持
SNOW
SNOWFLAKE INC
+$382.9K
4,892
+0%
清仓
ELV
ELEVANCE HEALTH INC
-$382.3K
0
-100%
清仓
TSN
TYSON FOODS INC
-$372.8K
0
-100%
增持
AVGO
BROADCOM INC
+$359.5K
2,822
+13%
建仓
INTC
INTEL CORP
+$358.8K
16,016
清仓
MRVL
MARVELL TECHNOLOGY INC
-$356.5K
0
-100%
建仓
AVEM
AMERICAN CENTY ETF TR
+$353.4K
5,156
清仓
CMI
CUMMINS INC
-$352.3K
0
-100%
减持
ABNB
AIRBNB INC
-$352.1K
1,737
-64%
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$351.0K
0
-100%
增持
ADSK
AUTODESK INC
+$347.3K
1,800
+124%
清仓
DKNG
DRAFTKINGS INC NEW
-$341.7K
0
-100%
清仓
HUBS
HUBSPOT INC
-$333.1K
0
-100%
清仓
RL
RALPH LAUREN CORP
-$329.6K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$326.2K
10,254
清仓
JNJ
JOHNSON & JOHNSON
-$319.6K
0
-100%
建仓
NWSA
NEWS CORP NEW
+$317.9K
10,696
清仓
BBY
BEST BUY INC
-$316.3K
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
+$311.7K
181,175
-3%
增持
LYFT
LYFT INC
+$309.4K
32,188
+93%
建仓
FCX
FREEPORT-MCMORAN INC
+$309.3K
7,134
清仓
SF
STIFEL FINL CORP
-$307.6K
0
-100%
清仓
TER
TERADYNE INC
-$303.1K
0
-100%
清仓
TTC
TORO CO
-$297.5K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$293.0K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$292.6K
4,051
+44%
建仓
DDOG
DATADOG INC
+$290.6K
2,163
建仓
PEP
PEPSICO INC
+$288.5K
2,185
清仓
CFG
CITIZENS FINL GROUP INC
-$285.6K
0
-100%
清仓
HUN
HUNTSMAN CORP
-$277.9K
0
-100%
减持
GEV
GE VERNOVA INC
+$276.5K
1,347
-6%
清仓
PYPL
PAYPAL HLDGS INC
-$273.0K
0
-100%
建仓
HAS
HASBRO INC
+$272.2K
3,688
建仓
—
DUPONT DE NEMOURS INC
+$271.9K
3,964
建仓
ZS
ZSCALER INC
+$269.4K
858
建仓
LNG
CHENIERE ENERGY INC
+$265.2K
1,089
建仓
CTAS
CINTAS CORP
+$264.8K
1,188
建仓
ARW
ARROW ELECTRS INC
+$262.5K
2,060
建仓
A
AGILENT TECHNOLOGIES INC
+$262.5K
2,224
清仓
MOH
MOLINA HEALTHCARE INC
-$261.5K
0
-100%
建仓
GL
GLOBE LIFE INC
+$258.6K
2,081
建仓
COF
CAPITAL ONE FINL CORP
+$254.7K
1,197
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$251.8K
1,847
增持
ANET
ARISTA NETWORKS INC
+$245.9K
8,271
+7%
建仓
PSA
PUBLIC STORAGE OPER CO
+$245.9K
838
清仓
CRM
SALESFORCE INC
-$245.3K
0
-100%
增持
FIX
COMFORT SYS USA INC
+$242.8K
971
+13%
清仓
LLY
ELI LILLY & CO
-$242.0K
0
-100%
建仓
CCK
CROWN HLDGS INC
+$241.7K
2,347
清仓
VTR
VENTAS INC
-$241.2K
0
-100%
减持
C
CITIGROUP INC
-$239.2K
3,121
-56%
建仓
SPTM
SPDR SERIES TRUST
+$237.9K
3,177
建仓
EME
EMCOR GROUP INC
+$237.0K
443
清仓
AIG
AMERICAN INTL GROUP INC
-$234.7K
0
-100%
建仓
PEGA
PEGASYSTEMS INC
+$234.3K
4,328
清仓
BAC
BANK AMERICA CORP
-$234.1K
0
-100%
清仓
OVV
OVINTIV INC
-$232.9K
0
-100%
清仓
RGA
REINSURANCE GRP OF AMERICA I
-$232.3K
0
-100%
建仓
EFAV
ISHARES TR
+$231.4K
2,753
清仓
BIIB
BIOGEN INC
-$231.3K
0
-100%
清仓
BKR
BAKER HUGHES COMPANY
-$231.0K
0
-100%
增持
MRK
MERCK & CO INC
+$231.0K
7,086
+93%
减持
FTNT
FORTINET INC
-$230.9K
5,468
-35%
建仓
EXR
EXTRA SPACE STORAGE INC
+$225.4K
1,529
清仓
—
INVESCO LTD
-$224.4K
0
-100%
清仓
CINF
CINCINNATI FINL CORP
-$219.4K
0
-100%
清仓
FIVE
FIVE BELOW INC
-$219.0K
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$218.2K
0
-100%
清仓
—
ELASTIC N V
-$217.9K
0
-100%
清仓
MAN
MANPOWERGROUP INC WIS
-$217.9K
0
-100%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$213.3K
801
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$213.0K
3,401
建仓
QQQ
INVESCO QQQ TR
+$212.7K
386
清仓
AMP
AMERIPRISE FINL INC
-$211.6K
0
-100%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$211.2K
7,175
建仓
—
SKECHERS U S A INC
+$210.7K
3,339
清仓
—
APELLIS PHARMACEUTICALS INC
-$209.4K
0
-100%
建仓
TSLA
TESLA INC
+$209.3K
659
建仓
WING
WINGSTOP INC
+$207.8K
617
建仓
LECO
LINCOLN ELEC HLDGS INC
+$205.9K
993
增持
PNC
PNC FINL SVCS GROUP INC
+$204.3K
4,643
+23%
清仓
CI
THE CIGNA GROUP
-$202.7K
0
-100%
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$201.9K
2,780
清仓
AFG
AMERICAN FINL GROUP INC OHIO
-$201.9K
0
-100%
清仓
CLX
CLOROX CO DEL
-$201.7K
0
-100%
建仓
HAL
HALLIBURTON CO
+$200.1K
9,820
增持
—
JOHNSON CTLS INTL PLC
+$196.1K
4,503
+29%
清仓
XRAY
DENTSPLY SIRONA INC
-$195.3K
0
-100%
建仓
PATH
UIPATH INC
+$195.1K
15,243
建仓
—
AMCOR PLC
+$189.0K
20,571
减持
UNH
UNITEDHEALTH GROUP INC
-$184.8K
811
-3%
减持
ETSY
ETSY INC
-$184.7K
5,213
-45%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$179.1K
0
-100%
清仓
VFC
V F CORP
-$162.1K
0
-100%
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$158.5K
0
-100%
增持
EIX
EDISON INTL
+$153.4K
10,228
+61%
清仓
NWL
NEWELL BRANDS INC
-$144.2K
0
-100%
减持
MSCI
MSCI INC
-$143.2K
593
-31%
减持
APH
AMPHENOL CORP NEW
+$142.5K
4,583
-3%
减持
DASH
DOORDASH INC
+$139.7K
2,639
-6%
增持
TXRH
TEXAS ROADHOUSE INC
+$135.8K
2,749
+21%
增持
VRSN
VERISIGN INC
+$134.4K
2,786
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$127.8K
524
-27%
减持
TEAM
ATLASSIAN CORPORATION
-$127.6K
1,571
-25%
减持
BKNG
BOOKING HOLDINGS INC
+$123.3K
116
-3%
清仓
WU
WESTERN UN CO
-$121.6K
0
-100%
减持
DFIV
DIMENSIONAL ETF TRUST
+$116.9K
59,841
-4%
建仓
PK
PARK HOTELS & RESORTS INC
+$113.0K
11,050
增持
COST
COSTCO WHSL CORP NEW
+$110.8K
860
+10%
增持
ULTA
ULTA BEAUTY INC
+$109.3K
768
+13%
减持
ADBE
ADOBE INC
-$108.6K
5,471
-6%
减持
—
TRANE TECHNOLOGIES PLC
+$96.1K
970
-0%
增持
NTRA
NATERA INC
+$89.2K
2,198
+10%
减持
TRV
TRAVELERS COMPANIES INC
-$87.0K
939
-27%
减持
FMC
FMC CORP
-$86.0K
4,922
-29%
减持
AMZN
AMAZON COM INC
+$84.7K
3,476
-2%
增持
ILMN
ILLUMINA INC
+$79.9K
4,653
+1%
减持
INCY
INCYTE CORP
+$76.2K
11,507
-2%
增持
OSK
OSHKOSH CORP
+$76.1K
2,743
+10%
减持
GOOGL
ALPHABET INC
-$72.8K
1,214
-35%
减持
DINO
HF SINCLAIR CORP
-$66.3K
8,115
-33%
