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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 6
增持 25
减持 54
清仓 65
方向
标的
Δ市值
现股数(环比)
增持
BSVO
EA SERIES TRUST
+$3.5M
1,276,766
+3%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.2M
96,879
+27%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.2M
142,411
-16%
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
+$1.1M
13,566
+42%
清仓
RBLX
ROBLOX CORP
-$1.1M
0
-100%
清仓
SNOW
SNOWFLAKE INC
-$904.3K
0
-100%
增持
DIHP
DIMENSIONAL ETF TRUST
+$877.0K
239,088
+11%
清仓
CNC
CENTENE CORP DEL
-$840.2K
0
-100%
清仓
TEAM
ATLASSIAN CORPORATION
-$783.3K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
-$754.2K
1,346
-73%
增持
DFSD
DIMENSIONAL ETF TRUST
+$751.9K
59,881
+36%
减持
AVDV
AMERICAN CENTY ETF TR
+$707.1K
164,325
-2%
减持
ADBE
ADOBE INC
-$694.0K
5,054
-8%
减持
DFIV
DIMENSIONAL ETF TRUST
-$689.9K
38,890
-29%
增持
DFEM
DIMENSIONAL ETF TRUST
+$671.9K
342,787
+2%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$640.6K
0
-100%
清仓
LYFT
LYFT INC
-$637.9K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$593.0K
0
-100%
增持
VTIP
VANGUARD MALVERN FDS
+$577.5K
39,174
+40%
增持
DUHP
DIMENSIONAL ETF TRUST
+$568.2K
247,948
+10%
清仓
VRSN
VERISIGN INC
-$502.9K
0
-100%
减持
DFUV
DIMENSIONAL ETF TRUST
-$483.3K
14,976
-42%
清仓
ADSK
AUTODESK INC
-$481.4K
0
-100%
清仓
DKNG
DRAFTKINGS INC NEW
-$477.0K
0
-100%
清仓
ZM
ZOOM COMMUNICATIONS INC
-$466.6K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$452.9K
13,862
-10%
增持
IDEV
ISHARES TR
+$435.5K
90,359
+5%
减持
PCG
PG&E CORP
-$424.9K
14,545
-66%
清仓
COST
COSTCO WHSL CORP NEW
-$406.4K
0
-100%
清仓
—
CHUBB LIMITED
-$402.9K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$376.8K
0
-100%
清仓
MKTX
MARKETAXESS HLDGS INC
-$375.9K
0
-100%
减持
DISV
DIMENSIONAL ETF TRUST
-$374.4K
100,903
-12%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$367.1K
4,311
-63%
清仓
—
ELASTIC N V
-$364.2K
0
-100%
增持
ITOT
ISHARES TR
+$359.9K
133,064
+6%
清仓
ABNB
AIRBNB INC
-$356.9K
0
-100%
清仓
NTRA
NATERA INC
-$356.9K
0
-100%
清仓
CIEN
CIENA CORP
-$356.4K
0
-100%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$353.0K
0
-100%
清仓
ORI
OLD REP INTL CORP
-$346.0K
0
-100%
减持
FIX
COMFORT SYS USA INC
+$322.6K
927
-9%
清仓
LVS
LAS VEGAS SANDS CORP
-$319.4K
0
-100%
清仓
MANH
MANHATTAN ASSOCIATES INC
-$318.7K
0
-100%
清仓
KDP
KEURIG DR PEPPER INC
-$318.2K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$313.6K
0
-100%
清仓
A
AGILENT TECHNOLOGIES INC
-$310.2K
0
-100%
清仓
COF
CAPITAL ONE FINL CORP
-$307.7K
0
-100%
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$297.7K
0
-100%
清仓
ETSY
ETSY INC
-$297.4K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$290.0K
0
-100%
清仓
DDOG
DATADOG INC
-$286.8K
0
-100%
减持
EXPE
EXPEDIA GROUP INC
-$286.0K
1,608
-31%
清仓
VEEV
VEEVA SYS INC
-$285.6K
0
-100%
减持
AAPL
APPLE INC
-$282.5K
12,951
-1%
清仓
BBY
BEST BUY INC
-$281.4K
0
-100%
清仓
EXEL
EXELIXIS INC
-$278.8K
0
-100%
清仓
ADT
ADT INC DEL
-$278.4K
0
-100%
清仓
IQV
IQVIA HLDGS INC
-$273.9K
0
-100%
清仓
EXAS
EXACT SCIENCES CORP
-$273.5K
0
-100%
清仓
IT
GARTNER INC
-$270.7K
0
-100%
清仓
—
AXIS CAP HLDGS LTD
-$265.2K
0
-100%
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$258.2K
0
-100%
清仓
THC
TENET HEALTHCARE CORP
-$257.3K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$255.9K
0
-100%
清仓
—
EVEREST GROUP LTD
-$253.8K
0
-100%
清仓
PEGA
PEGASYSTEMS INC
-$252.4K
0
-100%
清仓
AWI
ARMSTRONG WORLD INDS INC NEW
-$248.2K
0
-100%
建仓
HAL
HALLIBURTON CO
+$247.8K
6,355
清仓
DG
DOLLAR GEN CORP NEW
-$237.1K
0
-100%
清仓
CCK
CROWN HLDGS INC
-$236.5K
0
-100%
减持
DFIC
DIMENSIONAL ETF TRUST
-$236.3K
8,491
-46%
清仓
WEN
WENDYS CO
-$235.9K
0
-100%
清仓
C
CITIGROUP INC
-$234.8K
0
-100%
清仓
MTZ
MASTEC INC
-$234.5K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC FORMERLY
-$229.3K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$227.5K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$225.2K
0
-100%
清仓
GL
GLOBE LIFE INC
-$218.9K
0
-100%
清仓
ZS
ZSCALER INC
-$218.1K
0
-100%
清仓
NOW
SERVICENOW INC
-$215.4K
0
-100%
清仓
—
APTIV PLC
-$212.1K
0
-100%
清仓
TXT
TEXTRON INC
-$210.0K
0
-100%
建仓
BWA
BORGWARNER INC
+$209.6K
3,862
清仓
BDX
BECTON DICKINSON & CO
-$209.3K
0
-100%
清仓
RGLD
ROYAL GOLD INC
-$208.3K
0
-100%
减持
GEV
GE VERNOVA INC
+$205.4K
1,264
-8%
清仓
CME
CME GROUP INC
-$204.4K
0
-100%
建仓
DELL
DELL TECHNOLOGIES INC
+$204.0K
1,243
清仓
SCHW
SCHWAB CHARLES CORP
-$203.7K
0
-100%
减持
ANET
ARISTA NETWORKS INC
-$202.9K
7,425
-13%
减持
DAL
DELTA AIR LINES INC
-$201.2K
5,944
-31%
减持
GM
GENERAL MTRS CO
-$195.0K
8,219
-17%
减持
ULTA
ULTA BEAUTY INC
-$170.4K
571
-26%
减持
MEDP
MEDPACE HLDGS INC
-$167.5K
581
-27%
减持
GE
GE AEROSPACE
-$166.5K
2,712
-11%
减持
INCY
INCYTE CORP
-$146.2K
10,390
-9%
清仓
VTRS
VIATRIS INC
-$139.6K
0
-100%
减持
AVGO
BROADCOM INC
-$138.6K
2,719
-4%
减持
INTC
INTEL CORP
-$126.7K
14,400
-30%
减持
PEP
PEPSICO INC
-$122.3K
2,143
-32%
增持
GLW
CORNING INC
+$117.3K
2,389
+1%
减持
ILMN
ILLUMINA INC
-$111.3K
4,295
-12%
增持
MSFT
MICROSOFT CORP
-$109.7K
3,041
+19%
减持
REGN
REGENERON PHARMACEUTICALS
-$101.5K
559
-19%
建仓
BYND
BEYOND MEAT INC
+$99.5K
141,830
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$94.2K
1,868
-10%
减持
MRK
MERCK & CO INC
+$92.0K
7,506
-3%
增持
AVEM
AMERICAN CENTY ETF TR
+$90.3K
5,212
+22%
减持
DFAU
DIMENSIONAL ETF TRUST
-$90.1K
32,034
-2%
减持
AVUV
AMERICAN CENTY ETF TR
+$87.0K
13,402
-2%
增持
AMZN
AMAZON COM INC
+$84.1K
3,997
+23%
增持
FDX
FEDEX CORP
+$82.9K
1,206
+1%
减持
TOL
TOLL BROTHERS INC
-$81.9K
3,176
-17%
减持
VRT
VERTIV HOLDINGS CO
+$77.1K
2,356
-26%
减持
ABBV
ABBVIE INC
-$75.4K
1,082
-20%
减持
—
TECHNIPFMC PLC
+$66.6K
5,624
-22%
减持
DVN
DEVON ENERGY CORP NEW
+$57.9K
8,789
-16%
减持
USFD
US FOODS HLDG CORP
+$56.6K
3,840
-3%
减持
OSK
OSHKOSH CORP
+$55.8K
2,720
-1%
增持
MU
MICRON TECHNOLOGY INC
+$50.6K
890
+2%
减持
—
JOHNSON CONTROLS INTERNATION
-$48.9K
3,770
-17%
减持
IVLU
ISHARES TR
-$47.4K
9,676
-15%
减持
NEM
NEWMONT CORP
-$46.5K
2,162
-23%
减持
DFNM
DIMENSIONAL ETF TRUST
-$44.2K
7,065
-11%
增持
GOOGL
ALPHABET INC
+$43.3K
1,865
+18%
建仓
FFAI
FARADAY FUTURE INTLGT ELEC I
+$43.0K
156,392
增持
APH
AMPHENOL CORP
-$42.1K
5,066
+0%
清仓
IRWD
IRONWOOD PHARMACEUTICALS INC
-$35.4K
0
-100%
增持
TSLA
TESLA INC
-$33.0K
861
+10%
减持
WDC
WESTERN DIGITAL CORP
+$32.7K
1,669
-31%
增持
META
META PLATFORMS INC
+$31.3K
463
+31%
减持
WMT
WALMART INC
-$30.5K
2,324
-19%
增持
QQQ
INVESCO QQQ TR
-$26.8K
728
+0%
减持
DINO
HF SINCLAIR CORP
-$25.0K
5,638
-31%
减持
EME
EMCOR GROUP INC
-$25.0K
354
-24%
减持
FCX
FREEPORT MCMORAN INC
-$21.5K
5,153
-19%
增持
VUG
VANGUARD INDEX FDS
-$21.5K
631
+4%
减持
DFAI
DIMENSIONAL ETF TRUST
-$18.4K
18,868
-5%
增持
GOOG
ALPHABET INC
-$14.9K
1,496
+6%
减持
DFAX
DIMENSIONAL ETF TRUST
+$14.8K
19,301
-1%
减持
JBHT
HUNT J B TRANS SVCS INC
+$13.3K
1,576
-4%
建仓
AMC
AMC ENTMT HLDGS INC
+$11.5K
11,691
减持
NYT
NEW YORK TIMES CO MTN BE
+$10.9K
3,206
-14%
清仓
—
AGILON HEALTH INC
-$9.5K
0
-100%
增持
LLY
ELI LILLY & CO
+$8.0K
233
+21%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$8.0K
643
+2%
减持
LRCX
LAM RESEARCH CORP
+$6.0K
1,004
-18%
减持
TPR
TAPESTRY INC
-$5.7K
3,420
-11%
减持
HAS
HASBRO INC
+$1.4K
3,246
-12%