Kaufman Rossin Wealth, LLC
Miami FL · SEC CIK 0002049750
$1.74亿2026Q1 申报市值
98持仓数
68.6%前十大占比 · 第一大 18.6%
6 / 60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
VTI 加仓+$128.39万
VGIT 加仓+$122.97万
ITOT 加仓+$114.27万
BSVO 加仓+$91.44万
DIMENSIONAL ETF 加仓+$85.36万
2026Q1 卖出最多 按季末市值估算
RBLX 清仓-$106.34万
DIMENSIONAL ETF 减仓-$103.29万
SNOW 清仓-$90.43万
DFIV 减仓-$84.82万
TEAM 清仓-$78.33万
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 |
|---|---|---|---|---|---|---|---|---|
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -13,123 | -100.0% | -$106.34万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -4,122 | -100.0% | -$90.43万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -4,831 | -100.0% | -$78.33万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -10,760 | -100.0% | -$64.06万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -32,930 | -100.0% | -$63.79万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -111 | -100.0% | -$59.30万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -2,070 | -100.0% | -$50.29万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,626 | -100.0% | -$48.14万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -13,843 | -100.0% | -$47.70万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -5,407 | -100.0% | -$46.66万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -471 | -100.0% | -$40.64万 | 清仓 |
| CB | CHUBB LIMITED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -968 | -100.0% | -$37.68万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -2,074 | -100.0% | -$37.59万 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -4,828 | -100.0% | -$36.42万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -2,630 | -100.0% | -$35.69万 | 清仓 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -1,524 | -100.0% | -$35.64万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | -2,489 | -100.0% | -$35.30万 | 清仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -7,581 | -100.0% | -$34.60万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -4,907 | -100.0% | -$31.94万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -1,839 | -100.0% | -$31.87万 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -11,362 | -100.0% | -$31.82万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -8,477 | -100.0% | -$31.36万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,280 | -100.0% | -$31.02万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,270 | -100.0% | -$30.77万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -749 | -100.0% | -$29.77万 | 清仓 |
| ETSY | ETSY INC | $0 | 0.00% | 0 | -5,365 | -100.0% | -$29.74万 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -2,923 | -100.0% | -$29.00万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,279 | -100.0% | -$28.56万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -4,204 | -100.0% | -$28.14万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -6,360 | -100.0% | -$27.88万 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -34,497 | -100.0% | -$27.84万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -1,215 | -100.0% | -$27.39万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -2,693 | -100.0% | -$27.35万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,073 | -100.0% | -$27.07万 | 清仓 |
| AXS | AXIS CAP HLDGS LTD | $0 | 0.00% | 0 | -2,476 | -100.0% | -$26.52万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -530 | -100.0% | -$25.82万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -1,295 | -100.0% | -$25.73万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -882 | -100.0% | -$25.59万 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -748 | -100.0% | -$25.38万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -4,227 | -100.0% | -$25.24万 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | -1,299 | -100.0% | -$24.82万 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -1,786 | -100.0% | -$23.71万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -2,297 | -100.0% | -$23.65万 | 清仓 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -28,317 | -100.0% | -$23.59万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -2,012 | -100.0% | -$23.48万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -654 | -100.0% | -$22.93万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -848 | -100.0% | -$22.75万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -984 | -100.0% | -$22.52万 | 清仓 |
| GL | GLOBE LIFE INC | $0 | 0.00% | 0 | -1,565 | -100.0% | -$21.89万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -970 | -100.0% | -$21.81万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,406 | -100.0% | -$21.54万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -2,788 | -100.0% | -$21.21万 | 清仓 |
| TXT | TEXTRON INC | $0 | 0.00% | 0 | -2,409 | -100.0% | -$21.00万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,078 | -100.0% | -$20.93万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -937 | -100.0% | -$20.83万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -748 | -100.0% | -$20.44万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,039 | -100.0% | -$20.37万 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -11,210 | -100.0% | -$13.96万 | 清仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10,516 | -100.0% | -$3.54万 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -13,776 | -100.0% | -$9,488 | 清仓 |
| AMC | AMC ENTMT HLDGS INC | $1.15万 | 0.01% | 11,691 | 11,691 | — | $1.15万 | 新建仓 |
| — | FARADAY FUTURE INTLGT ELEC I | $4.30万 | 0.02% | 156,392 | 156,392 | — | $4.30万 | 新建仓 |
| — | BEYOND MEAT INC | $9.95万 | 0.06% | 141,830 | 141,830 | — | $9.95万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $20.40万 | 0.12% | 1,243 | 1,243 | — | $20.40万 | 新建仓 |
| BWA | BORGWARNER INC | $20.96万 | 0.12% | 3,862 | 3,862 | — | $20.96万 | 新建仓 |
| LLY | ELI LILLY & CO | $21.39万 | 0.12% | 233 | 41 | 21.4% | $3.76万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $21.44万 | 0.12% | 1,004 | -214 | -17.6% | -$4.57万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $21.86万 | 0.13% | 743 | 67 | 9.9% | $1.97万 | 加仓 |
| NEM | NEWMONT CORP | $23.41万 | 0.13% | 2,162 | -648 | -23.1% | -$7.02万 | 减仓 |
| ABBV | ABBVIE INC | $23.54万 | 0.13% | 1,082 | -278 | -20.4% | -$6.05万 | 减仓 |
| HAL | HALLIBURTON CO | $24.78万 | 0.14% | 6,355 | 6,355 | — | $24.78万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $25.12万 | 0.14% | 3,177 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $25.14万 | 0.14% | 7,175 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $25.29万 | 0.14% | 2,767 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $25.56万 | 0.15% | 14,545 | -27,797 | -65.6% | -$48.84万 | 减仓 |
| EME | EMCOR GROUP INC | $26.14万 | 0.15% | 354 | -114 | -24.4% | -$8.42万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $26.15万 | 0.15% | 4,311 | -7,342 | -63.0% | -$44.53万 | 减仓 |
| META | META PLATFORMS INC | $26.47万 | 0.15% | 463 | 109 | 30.8% | $6.23万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $26.84万 | 0.15% | 3,206 | -504 | -13.6% | -$4.22万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $27.25万 | 0.16% | 419 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $27.30万 | 0.16% | 1,096 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.33万 | 0.16% | 1,868 | -199 | -9.6% | -$2.91万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $27.56万 | 0.16% | 631 | 22 | 3.6% | $9,609 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $27.90万 | 0.16% | 581 | -214 | -26.9% | -$10.28万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $28.01万 | 0.16% | 1,346 | -3,609 | -72.8% | -$75.11万 | 减仓 |
| WMT | WALMART INC | $28.88万 | 0.17% | 2,324 | -542 | -18.9% | -$6.73万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $29.87万 | 0.17% | 571 | -204 | -26.3% | -$10.67万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $30.06万 | 0.17% | 890 | 14 | 1.6% | $4,728 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $30.17万 | 0.17% | 8,491 | -7,120 | -45.6% | -$25.30万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $30.29万 | 0.17% | 5,153 | -1,234 | -19.3% | -$7.25万 | 减仓 |
| HAS | HASBRO INC | $30.38万 | 0.17% | 3,246 | -442 | -12.0% | -$4.14万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.79万 | 0.18% | 643 | 14 | 2.2% | $6,705 | 加仓 |
| TSLA | TESLA INC | $32.02万 | 0.18% | 861 | 76 | 9.7% | $2.83万 | 加仓 |
| GLW | CORNING INC | $32.48万 | 0.19% | 2,389 | 19 | 0.8% | $2,583 | 加仓 |
| IVV | ISHARES TR | $32.92万 | 0.19% | 504 | 0 | 0.0% | — | 不变 |