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 |
|---|---|---|---|---|---|---|---|---|
| BSVO | EA SERIES TRUST | $3,239.15万 | 18.57% | 1,276,766 | 36,042 | 2.9% | $91.44万 | 加仓 |
| ITOT | ISHARES TR | $1,895.23万 | 10.86% | 133,064 | 8,023 | 6.4% | $114.27万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,640.95万 | 9.41% | 164,325 | -2,775 | -1.7% | -$27.71万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,184.33万 | 6.79% | 342,787 | 5,079 | 1.5% | $17.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $911.46万 | 5.22% | 247,948 | 23,222 | 10.3% | $85.36万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $770.34万 | 4.42% | 239,088 | 23,504 | 10.9% | $75.73万 | 加仓 |
| IDEV | ISHARES TR | $755.13万 | 4.33% | 90,359 | 4,086 | 4.7% | $34.15万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $576.92万 | 3.31% | 96,879 | 20,650 | 27.1% | $122.97万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $553.41万 | 3.17% | 142,411 | -26,579 | -15.7% | -$103.29万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $435.20万 | 2.49% | 13,566 | 4,002 | 41.8% | $128.39万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $397.96万 | 2.28% | 100,903 | -13,676 | -11.9% | -$53.94万 | 减仓 |
| AAPL | APPLE INC | $328.68万 | 1.88% | 12,951 | -178 | -1.4% | -$4.52万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $286.71万 | 1.64% | 59,881 | 15,768 | 35.7% | $75.50万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $241.76万 | 1.39% | 13,862 | -1,529 | -9.9% | -$26.67万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $205.26万 | 1.18% | 38,890 | -16,071 | -29.2% | -$84.82万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $195.67万 | 1.12% | 39,174 | 11,289 | 40.5% | $56.39万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $148.05万 | 0.85% | 13,402 | -263 | -1.9% | -$2.91万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $144.54万 | 0.83% | 32,034 | -776 | -2.4% | -$3.50万 | 减仓 |
| FIX | COMFORT SYS USA INC | $127.83万 | 0.73% | 927 | -97 | -9.5% | -$13.38万 | 减仓 |
| ADBE | ADOBE INC | $122.85万 | 0.70% | 5,054 | -439 | -8.0% | -$10.67万 | 减仓 |
| MSFT | MICROSOFT CORP | $112.58万 | 0.65% | 3,041 | 486 | 19.0% | $17.99万 | 加仓 |
| GEV | GE VERNOVA INC | $110.37万 | 0.63% | 1,264 | -110 | -8.0% | -$9.61万 | 减仓 |
| INCY | INCYTE CORP | $97.79万 | 0.56% | 10,390 | -991 | -8.7% | -$9.33万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $91.17万 | 0.52% | 7,425 | -1,081 | -12.7% | -$13.27万 | 减仓 |
| MRK | MERCK & CO INC | $90.29万 | 0.52% | 7,506 | -198 | -2.6% | -$2.38万 | 减仓 |
| AVGO | BROADCOM INC | $84.16万 | 0.48% | 2,719 | -113 | -4.0% | -$3.50万 | 减仓 |
| AMZN | AMAZON COM INC | $83.25万 | 0.48% | 3,997 | 755 | 23.3% | $15.72万 | 加仓 |
| GE | GE AEROSPACE | $76.96万 | 0.44% | 2,712 | -327 | -10.8% | -$9.28万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $73.51万 | 0.42% | 18,868 | -902 | -4.6% | -$3.51万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $72.58万 | 0.42% | 14,976 | -10,974 | -42.3% | -$53.18万 | 减仓 |
| IWN | ISHARES TR | $72.21万 | 0.41% | 3,809 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $65.56万 | 0.38% | 19,301 | -280 | -1.4% | -$9,511 | 减仓 |
| APH | AMPHENOL CORP | $64.01万 | 0.37% | 5,066 | 18 | 0.4% | $2,274 | 加仓 |
| INTC | INTEL CORP | $63.55万 | 0.36% | 14,400 | -6,254 | -30.3% | -$27.60万 | 减仓 |
| GM | GENERAL MTRS CO | $61.23万 | 0.35% | 8,219 | -1,709 | -17.2% | -$12.73万 | 减仓 |
| EIX | EDISON INTL | $60.26万 | 0.35% | 8,235 | -1,790 | -17.9% | -$13.10万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $59.04万 | 0.34% | 2,356 | -812 | -25.6% | -$20.35万 | 减仓 |
| GOOGL | ALPHABET INC | $53.62万 | 0.31% | 1,865 | 290 | 18.4% | $8.34万 | 加仓 |
| ILMN | ILLUMINA INC | $52.94万 | 0.30% | 4,295 | -590 | -12.1% | -$7.27万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $49.37万 | 0.28% | 3,770 | -761 | -16.8% | -$9.97万 | 减仓 |
| TPR | TAPESTRY INC | $48.27万 | 0.28% | 3,420 | -402 | -10.5% | -$5.67万 | 减仓 |
| VLUE | ISHARES TR | $47.90万 | 0.27% | 3,369 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $45.14万 | 0.26% | 1,669 | -762 | -31.3% | -$20.61万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $44.23万 | 0.25% | 8,789 | -1,704 | -16.2% | -$8.57万 | 减仓 |
| QUAL | ISHARES TR | $43.56万 | 0.25% | 2,271 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $43.34万 | 0.25% | 3,176 | -635 | -16.7% | -$8.67万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $43.23万 | 0.25% | 559 | -132 | -19.1% | -$10.21万 | 减仓 |
| FDX | FEDEX CORP | $42.96万 | 0.25% | 1,206 | 6 | 0.5% | $2,137 | 加仓 |
| GOOG | ALPHABET INC | $42.90万 | 0.25% | 1,496 | 81 | 5.7% | $2.32万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $42.00万 | 0.24% | 5,212 | 931 | 21.7% | $7.50万 | 加仓 |
| QQQ | INVESCO QQQ TR | $41.99万 | 0.24% | 728 | 1 | 0.1% | $577 | 加仓 |
| OSK | OSHKOSH CORP | $40.04万 | 0.23% | 2,720 | -23 | -0.8% | -$3,386 | 减仓 |
| DAL | DELTA AIR LINES INC | $39.52万 | 0.23% | 5,944 | -2,649 | -30.8% | -$17.61万 | 减仓 |
| FTI | TECHNIPFMC PLC | $38.88万 | 0.22% | 5,624 | -1,607 | -22.2% | -$11.11万 | 减仓 |
| IVLU | ISHARES TR | $38.39万 | 0.22% | 9,676 | -1,659 | -14.6% | -$6.58万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $37.13万 | 0.21% | 1,608 | -712 | -30.7% | -$16.44万 | 减仓 |
| USFD | US FOODS HLDG CORP | $35.41万 | 0.20% | 3,840 | -109 | -2.8% | -$1.01万 | 减仓 |
| DINO | HF SINCLAIR CORP | $35.18万 | 0.20% | 5,638 | -2,539 | -31.1% | -$15.84万 | 减仓 |
| IWF | ISHARES TR | $33.90万 | 0.19% | 795 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $33.86万 | 0.19% | 7,065 | -882 | -11.1% | -$4.23万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $33.40万 | 0.19% | 1,576 | -74 | -4.5% | -$1.57万 | 减仓 |
| PEP | PEPSICO INC | $33.29万 | 0.19% | 2,143 | -1,028 | -32.4% | -$15.97万 | 减仓 |
| IXUS | ISHARES TR | $33.24万 | 0.19% | 3,837 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $32.92万 | 0.19% | 504 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $32.48万 | 0.19% | 2,389 | 19 | 0.8% | $2,583 | 加仓 |
| TSLA | TESLA INC | $32.02万 | 0.18% | 861 | 76 | 9.7% | $2.83万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.79万 | 0.18% | 643 | 14 | 2.2% | $6,705 | 加仓 |
| HAS | HASBRO INC | $30.38万 | 0.17% | 3,246 | -442 | -12.0% | -$4.14万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $30.29万 | 0.17% | 5,153 | -1,234 | -19.3% | -$7.25万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $30.17万 | 0.17% | 8,491 | -7,120 | -45.6% | -$25.30万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $30.06万 | 0.17% | 890 | 14 | 1.6% | $4,728 | 加仓 |
| ULTA | ULTA BEAUTY INC | $29.87万 | 0.17% | 571 | -204 | -26.3% | -$10.67万 | 减仓 |
| WMT | WALMART INC | $28.88万 | 0.17% | 2,324 | -542 | -18.9% | -$6.73万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $28.01万 | 0.16% | 1,346 | -3,609 | -72.8% | -$75.11万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $27.90万 | 0.16% | 581 | -214 | -26.9% | -$10.28万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $27.56万 | 0.16% | 631 | 22 | 3.6% | $9,609 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.33万 | 0.16% | 1,868 | -199 | -9.6% | -$2.91万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $27.30万 | 0.16% | 1,096 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $27.25万 | 0.16% | 419 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $26.84万 | 0.15% | 3,206 | -504 | -13.6% | -$4.22万 | 减仓 |
| META | META PLATFORMS INC | $26.47万 | 0.15% | 463 | 109 | 30.8% | $6.23万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $26.15万 | 0.15% | 4,311 | -7,342 | -63.0% | -$44.53万 | 减仓 |
| EME | EMCOR GROUP INC | $26.14万 | 0.15% | 354 | -114 | -24.4% | -$8.42万 | 减仓 |
| PCG | PG&E CORP | $25.56万 | 0.15% | 14,545 | -27,797 | -65.6% | -$48.84万 | 减仓 |
| EFAV | ISHARES TR | $25.29万 | 0.14% | 2,767 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $25.14万 | 0.14% | 7,175 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $25.12万 | 0.14% | 3,177 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $24.78万 | 0.14% | 6,355 | 6,355 | — | $24.78万 | 新建仓 |
| ABBV | ABBVIE INC | $23.54万 | 0.13% | 1,082 | -278 | -20.4% | -$6.05万 | 减仓 |
| NEM | NEWMONT CORP | $23.41万 | 0.13% | 2,162 | -648 | -23.1% | -$7.02万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $21.86万 | 0.13% | 743 | 67 | 9.9% | $1.97万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $21.44万 | 0.12% | 1,004 | -214 | -17.6% | -$4.57万 | 减仓 |
| LLY | ELI LILLY & CO | $21.39万 | 0.12% | 233 | 41 | 21.4% | $3.76万 | 加仓 |
| BWA | BORGWARNER INC | $20.96万 | 0.12% | 3,862 | 3,862 | — | $20.96万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $20.40万 | 0.12% | 1,243 | 1,243 | — | $20.40万 | 新建仓 |
| — | BEYOND MEAT INC | $9.95万 | 0.06% | 141,830 | 141,830 | — | $9.95万 | 新建仓 |
| — | FARADAY FUTURE INTLGT ELEC I | $4.30万 | 0.02% | 156,392 | 156,392 | — | $4.30万 | 新建仓 |
| AMC | AMC ENTMT HLDGS INC | $1.15万 | 0.01% | 11,691 | 11,691 | — | $1.15万 | 新建仓 |
| 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 |