13FBOX
Kaufman Rossin Wealth, LLC · 13F 持仓分析
期权收益计算器 机构排行

Kaufman Rossin Wealth, LLC

No.6970 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.11亿
环比变动 Q1 2026
+$3,660.2万+21.0%
持仓股票数
112
新买入
18
加仓
39
减仓
39
清仓
4
持股不变
16
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
EEA SERIES TRUSTBSVO
19.19%18.57%$4,051.3万140.9万股$3,239.2万127.7万股+13.2万股+10.33%加仓
IiShares安硕信托ITOT
12.18%10.86%$2,570.0万15.6万股$1,895.2万13.3万股+2.3万股+17.06%加仓
AAvantis US Small Cap Value ETFAVDV
8.84%9.41%$1,865.9万18.1万股$1,640.9万16.4万股+1.7万股+10.10%加仓
DDimensional维度ETF信托DFEM
6.82%6.79%$1,440.1万36.2万股$1,184.3万34.3万股+2.0万股+5.74%加仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
5.71%5.22%$1,205.1万28.9万股$911.5万24.8万股+4.1万股+16.55%加仓
DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP
4.41%4.42%$930.4万27.4万股$770.3万23.9万股+3.4万股+14.40%加仓
IiShares安硕信托IDEV
4.36%4.33%$919.6万10.3万股$755.1万9.0万股+1.3万股+14.09%加仓
V先锋领航斯科茨代尔基金VGIT
3.22%3.31%$678.6万11.6万股$576.9万9.7万股+1.9万股+19.52%加仓
DDimensional维度ETF信托DFAC
3%3.17%$634.0万14.3万股$553.4万14.2万股+256股+0.18%加仓
G通用动力VTI
2.36%2.49%$498.0万1.3万股$435.2万1.4万股-159股-1.17%减仓
DDimensional维度ETF信托DISV
1.99%2.28%$420.0万10.3万股$398.0万10.1万股+2,491股+2.47%加仓
苹果AAPL
1.91%1.88%$403.0万1.3万股$328.7万1.3万股-208股-1.61%减仓
DDimensional维度ETF信托DFSD
1.57%1.64%$330.9万6.9万股$286.7万6.0万股+9,513股+15.89%加仓
英伟达NVDA
1.15%1.39%$243.8万1.2万股$241.8万1.4万股-1,841股-13.28%减仓
V先锋领航·MALVERN FDSVTIP
1.07%1.12%$226.5万4.6万股$195.7万3.9万股+6,431股+16.42%加仓
DDimensional维度ETF信托DFIV
1.01%1.18%$212.5万3.9万股$205.3万3.9万股-247股-0.64%减仓
DDimensional维度ETF信托DFAU
0.79%0.83%$166.0万3.2万股$144.5万3.2万股-94股-0.29%减仓
AAvantis·U SAVUV
0.78%0.85%$163.6万1.3万股$148.1万1.3万股-125股-0.93%减仓
CCOMFORT SYS USAFIX
0.69%0.73%$146.4万822股$127.8万927股-105股-11.33%减仓
微软MSFT
0.59%0.65%$123.6万3,216股$112.6万3,041股+175股+5.75%加仓
因赛特INCY
0.58%0.56%$123.0万1.0万股$97.8万1.0万股-9股-0.09%减仓
ADOBE COMADBE
0.55%0.7%$115.3万5,179股$122.9万5,054股+125股+2.47%加仓
亚马逊AMZN
0.54%0.48%$114.7万4,641股$83.2万3,997股+644股+16.11%加仓
博通AVGO
0.52%0.48%$110.8万2,761股$84.2万2,719股+42股+1.54%加仓
GE VernovaGEV
0.46%0.63%$96.3万895股$110.4万1,264股-369股-29.19%减仓
默沙东MRK
0.45%0.52%$95.7万7,655股$90.3万7,506股+149股+1.99%加仓
IiShares安硕·RUSSELL 2000 VALUE ETFIWN
0.4%0.41%$85.3万3,887股$72.2万3,809股+78股+2.05%加仓
DDimensional维度·USDFUV
0.39%0.42%$82.7万1.5万股$72.6万1.5万股+99股+0.66%加仓
ILLUMINAILMN
0.39%0.3%$82.6万4,262股$52.9万4,295股-33股-0.77%减仓
安费诺APH
0.38%0.37%$80.5万4,959股$64.0万5,066股-107股-2.11%减仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.37%0.42%$78.1万1.9万股$73.5万1.9万股+20股+0.11%加仓
美光科技MU
0.36%0.17%$76.7万774股$30.1万890股-116股-13.03%减仓
VertivVRT
0.36%0.34%$76.1万2,348股$59.0万2,356股-8股-0.34%减仓
谷歌AGOOGL
0.34%0.31%$71.7万1,999股$53.6万1,865股+134股+7.18%加仓
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
0.34%0.38%$70.7万1.9万股$65.6万1.9万股00.00%持仓不变
Arista网络ANET
0.33%0.52%$69.4万3,755股$91.2万7,425股-3,670股-49.43%减仓
通用汽车GM
0.3%0.35%$63.1万8,227股$61.2万8,219股+8股+0.10%加仓
英特尔INTC
0.3%0.36%$62.3万5,538股$63.5万1.4万股-8,862股-61.54%减仓
A美国世纪ETF信托AVEM
0.28%0.24%$59.2万6,301股$42.0万5,212股+1,089股+20.89%加仓
IiShares安硕信托VLUE
0.27%0.27%$56.9万2,917股$47.9万3,369股-452股-13.42%减仓
西部数据WDC
0.27%0.26%$56.4万975股$45.1万1,669股-694股-41.58%减仓
DDimensional维度ETF信托DFNM
0.26%0.19%$54.2万1.1万股$33.9万7,065股+4,172股+59.05%加仓
AAlphabet Inc Class CGOOG
0.25%0.25%$53.2万1,495股$42.9万1,496股-1股-0.07%减仓
V先锋领航指数基金VOO
0.25%0.24%$53.1万734股$42.0万728股+6股+0.82%加仓
江森自控JCI
0.25%0.28%$53.0万3,770股$49.4万3,770股00.00%持仓不变
IiShares安硕·MSCIQUAL
0.24%0.25%$49.6万2,271股$43.6万2,271股00.00%持仓不变
DDELL TECHNOLOGIES INC CLASS CDELL
0.23%0.12%$49.4万1,098股$20.4万1,243股-145股-11.67%减仓
爱迪生国际EIX
0.23%0.35%$48.8万6,539股$60.3万8,235股-1,696股-20.60%减仓
TapestryTPR
0.23%0.28%$47.6万3,404股$48.3万3,420股-16股-0.47%减仓
TTOLL BROTHERSTOL
0.22%0.25%$47.1万3,176股$43.3万3,176股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入