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 |
|---|---|---|---|---|---|---|---|---|
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -559 | -100.0% | -$43.23万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -2,143 | -100.0% | -$33.29万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,868 | -100.0% | -$27.33万 | 清仓 |
| LECO | LINCOLN ELEC HLDGS INC | $0 | 0.00% | 0 | -1,096 | -100.0% | -$27.30万 | 清仓 |
| — | EIGHTCO HOLDINGS INC | $9,779 | 0.00% | 14,131 | 14,131 | — | $9,779 | 新建仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $1.44万 | 0.01% | 11,677 | 11,677 | — | $1.44万 | 新建仓 |
| AMC | AMC ENTMT HLDGS INC | $3.22万 | 0.02% | 16,959 | 5,268 | 45.1% | $1.00万 | 加仓 |
| — | FARADAY FUTURE INTLGT ELEC I | $3.34万 | 0.02% | 156,175 | -217 | -0.1% | -$46 | 减仓 |
| LCID | LUCID GROUP INC | $6.29万 | 0.03% | 10,788 | 10,788 | — | $6.29万 | 新建仓 |
| — | BEYOND MEAT INC | $7.60万 | 0.04% | 112,586 | -29,244 | -20.6% | -$1.97万 | 减仓 |
| FRSH | FRESHWORKS INC | $14.04万 | 0.07% | 13,499 | 13,499 | — | $14.04万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $14.49万 | 0.07% | 10,835 | 10,835 | — | $14.49万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $20.08万 | 0.10% | 1,400 | 1,400 | — | $20.08万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $20.34万 | 0.10% | 1,558 | 1,558 | — | $20.34万 | 新建仓 |
| NEM | NEWMONT CORP | $20.58万 | 0.10% | 2,170 | 8 | 0.4% | $759 | 加仓 |
| CB | CHUBB LIMITED | $20.90万 | 0.10% | 601 | -690 | -53.4% | -$24.00万 | 重新持有 |
| ORCL | ORACLE CORP | $21.11万 | 0.10% | 1,464 | 1,464 | — | $21.11万 | 新建仓 |
| HAL | HALLIBURTON CO | $21.66万 | 0.10% | 6,347 | -8 | -0.1% | -$273 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.69万 | 0.10% | 3,743 | -568 | -13.2% | -$3.29万 | 减仓 |
| WMT | WALMART INC | $22.07万 | 0.10% | 1,967 | -357 | -15.4% | -$4.01万 | 减仓 |
| DDOG | DATADOG INC | $22.17万 | 0.11% | 824 | -1,285 | -60.9% | -$34.57万 | 重新持有 |
| PCG | PG&E CORP | $22.27万 | 0.11% | 12,965 | -1,580 | -10.9% | -$2.71万 | 减仓 |
| SNDK | SANDISK CORP | $22.49万 | 0.11% | 121 | 121 | — | $22.49万 | 新建仓 |
| WCC | WESCO INTL INC | $22.63万 | 0.11% | 688 | 688 | — | $22.63万 | 新建仓 |
| MTZ | MASTEC INC | $23.20万 | 0.11% | 603 | -476 | -44.1% | -$18.31万 | 重新持有 |
| NYT | NEW YORK TIMES CO MTN BE | $23.55万 | 0.11% | 3,170 | -36 | -1.1% | -$2,675 | 减仓 |
| IWM | ISHARES TR | $23.63万 | 0.11% | 795 | 795 | — | $23.63万 | 新建仓 |
| NTRA | NATERA INC | $24.35万 | 0.12% | 864 | -694 | -44.5% | -$19.56万 | 重新持有 |
| EFAV | ISHARES TR | $24.92万 | 0.12% | 2,788 | 21 | 0.8% | $1,877 | 加仓 |
| BWA | BORGWARNER INC | $25.00万 | 0.12% | 3,862 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $25.12万 | 0.12% | 3,246 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $25.92万 | 0.12% | 3,835 | -16,584 | -81.2% | -$112.11万 | 重新持有 |
| ULTA | ULTA BEAUTY INC | $26.30万 | 0.12% | 571 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $26.30万 | 0.12% | 1,052 | -30 | -2.8% | -$7,500 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $27.41万 | 0.13% | 817 | 74 | 10.0% | $2.48万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $27.65万 | 0.13% | 7,175 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $27.73万 | 0.13% | 354 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $28.06万 | 0.13% | 524 | -57 | -9.8% | -$3.05万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $28.42万 | 0.13% | 319 | 319 | — | $28.42万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $28.99万 | 0.14% | 3,177 | 0 | 0.0% | — | 不变 |
| TXG | 10X GENOMICS INC | $29.30万 | 0.14% | 6,799 | 6,799 | — | $29.30万 | 新建仓 |
| META | META PLATFORMS INC | $31.68万 | 0.15% | 502 | 39 | 8.4% | $2.46万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $31.77万 | 0.15% | 8,511 | 20 | 0.2% | $747 | 加仓 |
| LLY | ELI LILLY & CO | $32.20万 | 0.15% | 265 | 32 | 13.7% | $3.89万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $33.38万 | 0.16% | 444 | 25 | 6.0% | $1.88万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $33.87万 | 0.16% | 5,595 | 442 | 8.6% | $2.68万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $34.08万 | 0.16% | 1,358 | 12 | 0.9% | $3,011 | 加仓 |
| VUG | VANGUARD INDEX FDS | $34.84万 | 0.17% | 4,005 | 219 | 5.8% | $1.90万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $35.02万 | 0.17% | 992 | -12 | -1.2% | -$4,236 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $35.60万 | 0.17% | 8,473 | -316 | -3.6% | -$1.33万 | 减仓 |
| IXUS | ISHARES TR | $36.38万 | 0.17% | 3,837 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $36.91万 | 0.17% | 4,147 | -1,797 | -30.2% | -$15.99万 | 减仓 |
| FTI | TECHNIPFMC PLC | $37.25万 | 0.18% | 5,282 | -342 | -6.1% | -$2.41万 | 减仓 |
| TSLA | TESLA INC | $37.41万 | 0.18% | 920 | 59 | 6.9% | $2.40万 | 加仓 |
| OSK | OSHKOSH CORP | $37.42万 | 0.18% | 2,621 | -99 | -3.6% | -$1.41万 | 减仓 |
| FDX | FEDEX CORP | $37.49万 | 0.18% | 1,206 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $37.57万 | 0.18% | 1,403 | -205 | -12.7% | -$5.49万 | 减仓 |
| USFD | US FOODS HLDG CORP | $37.67万 | 0.18% | 3,787 | -53 | -1.4% | -$5,273 | 减仓 |
| IVV | ISHARES TR | $38.05万 | 0.18% | 504 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $39.21万 | 0.19% | 3,180 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $39.62万 | 0.19% | 800 | 157 | 24.4% | $7.77万 | 加仓 |
| IVLU | ISHARES TR | $40.88万 | 0.19% | 9,676 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $43.71万 | 0.21% | 5,638 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $44.54万 | 0.21% | 1,576 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $45.82万 | 0.22% | 2,382 | -7 | -0.3% | -$1,347 | 减仓 |
| GE | GE AEROSPACE | $46.68万 | 0.22% | 1,300 | -1,412 | -52.1% | -$50.70万 | 减仓 |
| TOL | TOLL BROTHERS INC | $47.09万 | 0.22% | 3,176 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $47.64万 | 0.23% | 3,404 | -16 | -0.5% | -$2,239 | 减仓 |
| EIX | EDISON INTL | $48.81万 | 0.23% | 6,539 | -1,696 | -20.6% | -$12.66万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $49.43万 | 0.23% | 1,098 | -145 | -11.7% | -$6.53万 | 减仓 |
| QUAL | ISHARES TR | $49.62万 | 0.24% | 2,271 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $52.98万 | 0.25% | 3,770 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $53.05万 | 0.25% | 734 | 6 | 0.8% | $4,337 | 加仓 |
| GOOG | ALPHABET INC | $53.24万 | 0.25% | 1,495 | -1 | -0.1% | -$356 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $54.20万 | 0.26% | 11,237 | 4,172 | 59.1% | $20.12万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $56.36万 | 0.27% | 975 | -694 | -41.6% | -$40.12万 | 减仓 |
| VLUE | ISHARES TR | $56.91万 | 0.27% | 2,917 | -452 | -13.4% | -$8.82万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $59.21万 | 0.28% | 6,301 | 1,089 | 20.9% | $10.23万 | 加仓 |
| INTC | INTEL CORP | $62.33万 | 0.30% | 5,538 | -8,862 | -61.5% | -$99.74万 | 减仓 |
| GM | GENERAL MTRS CO | $63.06万 | 0.30% | 8,227 | 8 | 0.1% | $613 | 加仓 |
| ANET | ARISTA NETWORKS INC | $69.36万 | 0.33% | 3,755 | -3,670 | -49.4% | -$67.79万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $70.72万 | 0.34% | 19,301 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $71.73万 | 0.34% | 1,999 | 134 | 7.2% | $4.81万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $76.06万 | 0.36% | 2,348 | -8 | -0.3% | -$2,591 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $76.73万 | 0.36% | 774 | -116 | -13.0% | -$11.50万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $78.14万 | 0.37% | 18,888 | 20 | 0.1% | $827 | 加仓 |
| APH | AMPHENOL CORP | $80.46万 | 0.38% | 4,959 | -107 | -2.1% | -$1.74万 | 减仓 |
| ILMN | ILLUMINA INC | $82.58万 | 0.39% | 4,262 | -33 | -0.8% | -$6,394 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $82.72万 | 0.39% | 15,075 | 99 | 0.7% | $5,432 | 加仓 |
| IWN | ISHARES TR | $85.32万 | 0.40% | 3,887 | 78 | 2.0% | $1.71万 | 加仓 |
| MRK | MERCK & CO INC | $95.74万 | 0.45% | 7,655 | 149 | 2.0% | $1.86万 | 加仓 |
| GEV | GE VERNOVA INC | $96.28万 | 0.46% | 895 | -369 | -29.2% | -$39.70万 | 减仓 |
| AVGO | BROADCOM INC | $110.76万 | 0.52% | 2,761 | 42 | 1.5% | $1.68万 | 加仓 |
| AMZN | AMAZON COM INC | $114.65万 | 0.54% | 4,641 | 644 | 16.1% | $15.91万 | 加仓 |
| ADBE | ADOBE INC | $115.31万 | 0.55% | 5,179 | 125 | 2.5% | $2.78万 | 加仓 |
| INCY | INCYTE CORP | $123.04万 | 0.58% | 10,381 | -9 | -0.1% | -$1,067 | 减仓 |
| MSFT | MICROSOFT CORP | $123.59万 | 0.59% | 3,216 | 175 | 5.8% | $6.73万 | 加仓 |
| FIX | COMFORT SYS USA INC | $146.43万 | 0.69% | 822 | -105 | -11.3% | -$18.70万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $163.60万 | 0.78% | 13,277 | -125 | -0.9% | -$1.54万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $166.03万 | 0.79% | 31,940 | -94 | -0.3% | -$4,886 | 减仓 |