Kaufman Rossin Wealth, LLC
Miami FL · SEC CIK 0002049750
$2.11亿2026Q2 申报市值
112持仓数
70.1%前十大占比 · 第一大 19.2%
13 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BSVO 加仓+$379.22万
ITOT 加仓+$374.54万
AVDV 加仓+$171.22万
DIMENSIONAL ETF 加仓+$171.11万
DIHP 加仓+$117.10万
2026Q2 卖出最多 按季末市值估算
CNC 重新持有-$112.11万
INTC 减仓-$99.74万
ANET 减仓-$67.79万
GE 减仓-$50.70万
REGN 清仓-$43.23万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | $212.46万 | 1.01% | 38,643 | -247 | -0.6% | -$1.36万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $226.48万 | 1.07% | 45,605 | 6,431 | 16.4% | $31.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $243.77万 | 1.15% | 12,021 | -1,841 | -13.3% | -$37.33万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $330.94万 | 1.57% | 69,394 | 9,513 | 15.9% | $45.37万 | 加仓 |
| AAPL | APPLE INC | $402.96万 | 1.91% | 12,743 | -208 | -1.6% | -$6.58万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $419.99万 | 1.99% | 103,394 | 2,491 | 2.5% | $10.12万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $498.01万 | 2.36% | 13,407 | -159 | -1.2% | -$5.91万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $634.01万 | 3.00% | 142,667 | 256 | 0.2% | $1.14万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $678.64万 | 3.22% | 115,788 | 18,909 | 19.5% | $110.83万 | 加仓 |
| IDEV | ISHARES TR | $919.61万 | 4.36% | 103,095 | 12,736 | 14.1% | $113.61万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $930.35万 | 4.41% | 273,513 | 34,425 | 14.4% | $117.10万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,205.06万 | 5.71% | 288,982 | 41,034 | 16.5% | $171.11万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,440.08万 | 6.82% | 362,467 | 19,680 | 5.7% | $78.19万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,865.90万 | 8.84% | 180,927 | 16,602 | 10.1% | $171.22万 | 加仓 |
| ITOT | ISHARES TR | $2,569.96万 | 12.18% | 155,765 | 22,701 | 17.1% | $374.54万 | 加仓 |
| BSVO | EA SERIES TRUST | $4,051.29万 | 19.19% | 1,408,620 | 131,854 | 10.3% | $379.22万 | 加仓 |