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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LIMITED | $20.90万 | 0.10% | 601 | -690 | -53.4% | -$24.00万 | 重新持有 |
| NEM | NEWMONT CORP | $20.58万 | 0.10% | 2,170 | 8 | 0.4% | $759 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $20.34万 | 0.10% | 1,558 | 1,558 | — | $20.34万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $20.08万 | 0.10% | 1,400 | 1,400 | — | $20.08万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $14.49万 | 0.07% | 10,835 | 10,835 | — | $14.49万 | 新建仓 |
| FRSH | FRESHWORKS INC | $14.04万 | 0.07% | 13,499 | 13,499 | — | $14.04万 | 新建仓 |
| — | BEYOND MEAT INC | $7.60万 | 0.04% | 112,586 | -29,244 | -20.6% | -$1.97万 | 减仓 |
| LCID | LUCID GROUP INC | $6.29万 | 0.03% | 10,788 | 10,788 | — | $6.29万 | 新建仓 |
| — | FARADAY FUTURE INTLGT ELEC I | $3.34万 | 0.02% | 156,175 | -217 | -0.1% | -$46 | 减仓 |
| AMC | AMC ENTMT HLDGS INC | $3.22万 | 0.02% | 16,959 | 5,268 | 45.1% | $1.00万 | 加仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $1.44万 | 0.01% | 11,677 | 11,677 | — | $1.44万 | 新建仓 |
| — | EIGHTCO HOLDINGS INC | $9,779 | 0.00% | 14,131 | 14,131 | — | $9,779 | 新建仓 |
| 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 |