小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 41
增持 55
减持 28
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
BSVO
EA SERIES TRUST
+$4.5M
1,249,702
+7%
增持
ITOT
ISHARES TR
+$2.8M
118,486
+10%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.2M
166,041
+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
DFEM
DIMENSIONAL ETF TRUST
+$1.2M
333,617
+4%
增持
AAPL
APPLE INC
+$1.1M
13,285
+17%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.0M
215,995
+8%
增持
DIHP
DIMENSIONAL ETF TRUST
+$763.9K
210,421
+10%
增持
IDEV
ISHARES TR
+$668.8K
84,533
+5%
增持
NVDA
NVIDIA CORPORATION
+$663.9K
13,249
+16%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$587.4K
70,762
+16%
清仓
FTNT
FORTINET INC
-$578.1K
0
-100%
建仓
MOH
MOLINA HEALTHCARE INC
+$536.2K
2,802
清仓
TXRH
TEXAS ROADHOUSE INC
-$515.2K
0
-100%
增持
MSFT
MICROSOFT CORP
+$431.4K
2,739
+38%
建仓
—
EVEREST GROUP LTD
+$419.9K
1,199
减持
RBLX
ROBLOX CORP
+$405.2K
13,091
-2%
建仓
WMT
WALMART INC
+$397.0K
3,853
建仓
MEDP
MEDPACE HLDGS INC
+$395.4K
769
减持
COST
COSTCO WHSL CORP NEW
-$389.2K
499
-42%
增持
ANET
ARISTA NETWORKS INC
+$382.8K
8,434
+2%
增持
INTC
INTEL CORP
+$376.9K
21,928
+37%
建仓
VLUE
ISHARES TR
+$370.8K
2,965
建仓
CNC
CENTENE CORP DEL
+$367.1K
10,288
增持
DFSD
DIMENSIONAL ETF TRUST
+$351.7K
39,453
+22%
建仓
CHWY
CHEWY INC
+$350.9K
8,675
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$349.3K
2,488
建仓
REGN
REGENERON PHARMACEUTICALS
+$343.8K
611
清仓
MSCI
MSCI INC
-$342.0K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$339.7K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$334.4K
0
-100%
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$331.9K
3,321
增持
FIX
COMFORT SYS USA INC
+$324.3K
1,024
+5%
清仓
TEAM
ATLASSIAN CORPORATION
-$319.1K
0
-100%
清仓
RHI
ROBERT HALF INC.
-$318.8K
0
-100%
建仓
BBY
BEST BUY INC
+$316.1K
4,179
清仓
FCX
FREEPORT-MCMORAN INC
-$309.3K
0
-100%
清仓
RGLD
ROYAL GOLD INC
-$302.0K
0
-100%
建仓
WDC
WESTERN DIGITAL CORP
+$291.9K
2,431
建仓
FDX
FEDEX CORP
+$287.9K
1,221
减持
DISV
DIMENSIONAL ETF TRUST
-$284.7K
118,320
-14%
建仓
ZM
ZOOM COMMUNICATIONS INC
+$280.4K
3,399
建仓
ORCL
ORACLE CORP
+$277.3K
986
建仓
—
TECHNIPFMC PLC
+$267.9K
6,792
增持
DFIC
DIMENSIONAL ETF TRUST
+$267.9K
15,245
+104%
清仓
LNG
CHENIERE ENERGY INC
-$265.2K
0
-100%
清仓
CTAS
CINTAS CORP
-$264.8K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$259.8K
0
-100%
建仓
THC
TENET HEALTHCARE CORP
+$258.3K
1,272
建仓
AWI
ARMSTRONG WORLD INDS INC NEW
+$256.2K
1,307
建仓
IT
GARTNER INC
+$254.5K
968
清仓
UNH
UNITEDHEALTH GROUP INC
-$253.0K
0
-100%
增持
AVGO
BROADCOM INC
+$250.2K
3,116
+10%
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$247.4K
4,568
建仓
SPY
SPDR S&P 500 ETF TR
+$247.2K
371
清仓
PSA
PUBLIC STORAGE OPER CO
-$245.9K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$245.6K
512
减持
NOW
SERVICENOW INC
-$245.0K
281
-43%
建仓
DKNG
DRAFTKINGS INC NEW
+$241.5K
6,456
建仓
—
APTIV PLC
+$240.4K
2,788
清仓
BRKR
BRUKER CORP
-$232.9K
0
-100%
建仓
IQV
IQVIA HLDGS INC
+$230.8K
1,215
增持
VTIP
VANGUARD MALVERN FDS
+$230.6K
24,227
+22%
清仓
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
-$230.2K
0
-100%
清仓
ABNB
AIRBNB INC
-$229.9K
0
-100%
建仓
MTZ
MASTEC INC
+$229.6K
1,079
建仓
—
ELASTIC N V
+$228.0K
2,699
建仓
—
ACCENTURE PLC IRELAND
+$227.9K
924
增持
LYFT
LYFT INC
+$226.6K
33,342
+4%
清仓
EXR
EXTRA SPACE STORAGE INC
-$225.4K
0
-100%
清仓
KMX
CARMAX INC
-$224.6K
0
-100%
建仓
CIEN
CIENA CORP
+$224.0K
1,538
建仓
MTCH
MATCH GROUP INC NEW
+$221.2K
6,264
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$220.1K
483
增持
PEP
PEPSICO INC
+$217.8K
3,605
+65%
建仓
HOOD
ROBINHOOD MKTS INC
+$217.4K
1,518
建仓
—
CHUBB LIMITED
+$216.2K
766
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$213.0K
0
-100%
建仓
NYT
NEW YORK TIMES CO
+$213.0K
3,710
清仓
—
SKECHERS U S A INC
-$210.7K
0
-100%
建仓
TTC
TORO CO
+$209.5K
2,749
建仓
MOS
MOSAIC CO NEW
+$208.6K
6,015
建仓
DHR
DANAHER CORPORATION
+$208.5K
1,052
清仓
WING
WINGSTOP INC
-$207.8K
0
-100%
建仓
ELV
ELEVANCE HEALTH INC FORMERLY
+$207.4K
642
建仓
DHI
D R HORTON INC
+$207.3K
1,223
清仓
FMC
FMC CORP
-$205.5K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$203.4K
2,435
清仓
HAL
HALLIBURTON CO
-$200.1K
0
-100%
减持
—
AXIS CAP HLDGS LTD
-$198.7K
2,573
-40%
清仓
PATH
UIPATH INC
-$195.1K
0
-100%
清仓
—
AMCOR PLC
-$189.0K
0
-100%
增持
EXPE
EXPEDIA GROUP INC
+$184.3K
2,266
+27%
增持
ADT
ADT INC DEL
+$183.0K
39,598
+107%
减持
INCY
INCYTE CORP
+$181.6K
11,381
-1%
增持
QQQ
INVESCO QQQ TR
+$181.0K
656
+70%
减持
VTI
VANGUARD INDEX FDS
+$176.3K
9,673
-2%
增持
APH
AMPHENOL CORP NEW
+$172.2K
5,048
+10%
增持
TSLA
TESLA INC
+$167.9K
848
+29%
增持
GE
GE AEROSPACE
+$163.6K
3,074
+4%
增持
GOOGL
ALPHABET INC
+$161.6K
1,545
+27%
减持
EIX
EDISON INTL
-$160.9K
6,637
-35%
增持
ADBE
ADOBE INC
-$156.7K
5,556
+2%
减持
NTRA
NATERA INC
-$150.5K
1,372
-38%
减持
NTNX
NUTANIX INC
-$146.1K
2,932
-38%
增持
GEV
GE VERNOVA INC
+$145.9K
1,396
+4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$144.8K
2,174
+18%
增持
META
META PLATFORMS INC
+$137.3K
529
+56%
增持
TPR
TAPESTRY INC
+$136.9K
4,204
+9%
减持
PCG
PG&E CORP
-$135.1K
11,545
-48%
增持
PNC
PNC FINL SVCS GROUP INC
+$129.9K
4,954
+7%
增持
GOOG
ALPHABET INC
+$122.7K
1,341
+17%
减持
SNOW
SNOWFLAKE INC
-$115.5K
4,341
-11%
增持
ABBV
ABBVIE INC
+$115.0K
1,367
+26%
建仓
VTRS
VIATRIS INC
+$111.0K
11,210
增持
TOL
TOLL BROTHERS INC
+$102.5K
3,859
+2%
增持
DINO
HF SINCLAIR CORP
+$94.6K
8,177
+1%
减持
DFAC
DIMENSIONAL ETF TRUST
+$91.4K
170,721
-6%
增持
MRK
MERCK & CO INC
+$85.6K
7,704
+9%
增持
VRT
VERTIV HOLDINGS CO
+$82.9K
3,168
+3%
减持
JPM
JPMORGAN CHASE & CO.
-$76.6K
665
-33%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$76.6K
659
+26%
减持
ADSK
AUTODESK INC
-$71.8K
1,528
-15%
减持
DFIV
DIMENSIONAL ETF TRUST
+$71.5K
57,122
-5%
减持
GM
GENERAL MTRS CO
+$68.4K
9,928
-9%
增持
DASH
DOORDASH INC
+$68.3K
2,643
+0%
增持
ULTA
ULTA BEAUTY INC
+$64.6K
775
+1%
减持
ETSY
ETSY INC
+$63.4K
4,893
-6%
减持
EXEL
EXELIXIS INC
-$60.3K
5,360
-16%
增持
PM
PHILIP MORRIS INTL INC
-$59.2K
4,184
+3%
增持
VEEV
VEEVA SYS INC
+$57.8K
1,774
+9%
增持
DVN
DEVON ENERGY CORP NEW
+$52.6K
10,805
+5%
增持
C
CITIGROUP INC
+$52.2K
3,132
+0%
减持
BKNG
BOOKING HOLDINGS INC
-$52.0K
115
-1%
减持
DAL
DELTA AIR LINES INC DEL
+$50.3K
8,411
-3%
减持
DFUV
DIMENSIONAL ETF TRUST
-$49.8K
25,704
-9%
减持
CNXC
CONCENTRIX CORP
-$45.9K
6,255
-1%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$44.3K
2,954
+6%
增持
—
DUPONT DE NEMOURS INC
+$41.3K
4,020
+1%
增持
ZS
ZSCALER INC
+$40.1K
1,033
+20%
增持
MANH
MANHATTAN ASSOCIATES INC
+$38.4K
2,145
+6%
增持
LECO
LINCOLN ELEC HLDGS INC
+$36.1K
1,026
+3%
减持
DFAX
DIMENSIONAL ETF TRUST
-$31.6K
20,331
-11%
增持
A
AGILENT TECHNOLOGIES INC
+$30.2K
2,280
+3%
减持
PINS
PINTEREST INC
-$29.8K
7,253
-1%
减持
IVLU
ISHARES TR
+$27.9K
12,664
-1%
增持
VRSN
VERISIGN INC
+$27.7K
2,977
+7%
增持
NWSA
NEWS CORP NEW
+$24.9K
11,161
+4%
增持
—
JOHNSON CTLS INTL PLC
+$22.6K
4,531
+1%
减持
AVUV
AMERICAN CENTY ETF TR
+$21.7K
13,717
-7%
减持
AMZN
AMAZON COM INC
-$20.0K
3,382
-3%
