Kaufman Rossin Wealth, LLC 13F 持仓 · 2026年Q2
Kaufman Rossin Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 112 只证券，申报市值合计 2.11 亿美元。前几大持仓：BSVO（19.19%）、ITOT（12.18%）、AVDV（8.84%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BSVO | EA SERIES TRUST | $40.5M | 19.19% | 1.4M | 增持 |
| 2 | ITOT | ISHARES TR | $25.7M | 12.18% | 155,765 | 增持 |
| 3 | AVDV | AMERICAN CENTY ETF TR | $18.7M | 8.84% | 180,927 | 增持 |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $14.4M | 6.82% | 362,467 | 增持 |
| 5 | DUHP | DIMENSIONAL ETF TRUST | $12.1M | 5.71% | 288,982 | 增持 |
| 6 | DIHP | DIMENSIONAL ETF TRUST | $9.3M | 4.41% | 273,513 | 增持 |
| 7 | IDEV | ISHARES TR | $9.2M | 4.36% | 103,095 | 增持 |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $6.8M | 3.22% | 115,788 | 增持 |
| 9 | DFAC | DIMENSIONAL ETF TRUST | $6.3M | 3.00% | 142,667 | 增持 |
| 10 | VTI | VANGUARD INDEX FDS | $5.0M | 2.36% | 13,407 | 减持 |
| 11 | DISV | DIMENSIONAL ETF TRUST | $4.2M | 1.99% | 103,394 | 增持 |
| 12 | AAPL | APPLE INC | $4.0M | 1.91% | 12,743 | 减持 |
| 13 | DFSD | DIMENSIONAL ETF TRUST | $3.3M | 1.57% | 69,394 | 增持 |
| 14 | NVDA | NVIDIA CORPORATION | $2.4M | 1.15% | 12,021 | 减持 |
| 15 | VTIP | VANGUARD MALVERN FDS | $2.3M | 1.07% | 45,605 | 增持 |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $2.1M | 1.01% | 38,643 | 减持 |
| 17 | DFAU | DIMENSIONAL ETF TRUST | $1.7M | 0.79% | 31,940 | 减持 |
| 18 | AVUV | AMERICAN CENTY ETF TR | $1.6M | 0.78% | 13,277 | 减持 |
| 19 | FIX | COMFORT SYS USA INC | $1.5M | 0.69% | 822 | 减持 |
| 20 | MSFT | MICROSOFT CORP | $1.2M | 0.59% | 3,216 | 增持 |
| 21 | INCY | INCYTE CORP | $1.2M | 0.58% | 10,381 | 减持 |
| 22 | ADBE | ADOBE INC | $1.2M | 0.55% | 5,179 | 增持 |
| 23 | AMZN | AMAZON COM INC | $1.1M | 0.54% | 4,641 | 增持 |
| 24 | AVGO | BROADCOM INC | $1.1M | 0.52% | 2,761 | 增持 |
| 25 | GEV | GE VERNOVA INC | $962,820 | 0.46% | 895 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR