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Rooted Wealth Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Rooted Wealth Advisors, Inc.
报告期 2026-03-31 · CIK 0001963732
持仓数
144
前50大市值合计
$329.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 91 项
建仓 23
增持 39
减持 23
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VYM
VANGUARD WHITEHALL FDS
+$3.7M
61,977
+128%
建仓
XLU
SELECT SECTOR SPDR TR
+$2.3M
33,274
增持
SPAB
SPDR SER TR
+$1.7M
589,666
+10%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
POWA
INVESCO EXCH TRD SLF IDX FD
-$1.7M
0
-100%
清仓
QUAL
ISHARES TR
-$1.6M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
8,003
+82%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.5M
10,214
清仓
VO
VANGUARD INDEX FDS
-$1.3M
0
-100%
减持
VXUS
VANGUARD STAR FDS
-$1.3M
9,197
-74%
减持
SPSM
SPDR SER TR
-$1.3M
53,959
-39%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.3M
26,747
+39%
减持
SPYM
SPDR SER TR
+$973.0K
387,497
-2%
增持
XLF
SELECT SECTOR SPDR TR
+$805.0K
70,177
+60%
减持
SPDW
SPDR INDEX SHS FDS
+$761.0K
292,107
-2%
建仓
DHS
WISDOMTREE TR
+$679.0K
8,135
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$663.0K
36,305
+36%
建仓
VTI
VANGUARD INDEX FDS
+$572.0K
2,787
建仓
IXUS
ISHARES TR
+$509.0K
8,046
减持
SPTI
SPDR SER TR
-$459.0K
26,485
-39%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$446.0K
5,846
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$405.0K
12,211
-32%
增持
DDWM
WISDOMTREE TR
+$292.0K
82,661
+4%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$281.0K
6,110
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$279.0K
5,884
建仓
—
LINDE PLC
+$270.0K
752
建仓
CVX
CHEVRON CORP NEW
+$260.0K
1,507
建仓
GTO
INVESCO ACTIVELY MANAGED ETF
+$259.0K
5,499
增持
NVDA
NVIDIA CORPORATION
+$256.0K
1,866
+12%
减持
SRLN
SSGA ACTIVE ETF TR
-$250.0K
44,856
-13%
清仓
—
LINDE PLC
-$245.0K
0
-100%
建仓
VTV
VANGUARD INDEX FDS
+$243.0K
1,730
减持
SPYG
SPDR SER TR
-$240.0K
90,053
-14%
建仓
IUSG
ISHARES TR
+$238.0K
2,651
建仓
JPM
JPMORGAN CHASE & CO
+$238.0K
1,714
清仓
HD
HOME DEPOT INC
-$230.0K
0
-100%
建仓
KO
COCA COLA CO
+$229.0K
3,635
增持
SPEM
SPDR INDEX SHS FDS
+$225.0K
135,082
+1%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$223.0K
2,778
清仓
COST
COSTCO WHSL CORP NEW
-$222.0K
0
-100%
建仓
META
META PLATFORMS INC
+$222.0K
1,004
减持
AAPL
APPLE INC
+$222.0K
14,982
-14%
建仓
QQQ
INVESCO QQQ TR
+$217.0K
681
建仓
DE
DEERE & CO
+$210.0K
541
建仓
BND
VANGUARD BD INDEX FDS
+$204.0K
2,762
建仓
MUB
ISHARES TR
+$201.0K
1,865
建仓
T
AT&T INC
+$201.0K
10,106
增持
DEM
WISDOMTREE TR
+$201.0K
45,816
+3%
增持
DNL
WISDOMTREE TR
+$199.0K
44,309
+2%
增持
XLP
SELECT SECTOR SPDR TR
+$193.0K
30,528
+8%
增持
RWO
SPDR INDEX SHS FDS
+$181.0K
21,390
+28%
增持
DGRW
WISDOMTREE TR
+$179.0K
34,646
+5%
增持
DLS
WISDOMTREE TR
+$159.0K
28,709
+3%
建仓
F
FORD MTR CO DEL
+$152.0K
12,150
增持
SPHY
SPDR SER TR
+$147.0K
48,817
+12%
增持
GWX
SPDR INDEX SHS FDS
+$142.0K
47,192
+4%
增持
SLV
ISHARES SILVER TR
+$138.0K
25,762
+23%
增持
SHY
ISHARES TR
+$130.0K
11,798
+14%
减持
ESGU
ISHARES TR
-$119.0K
4,220
-29%
增持
COM
DIREXION SHS ETF TR
+$113.0K
19,084
+17%
增持
EBND
SPDR SER TR
+$113.0K
83,293
+4%
增持
DGS
WISDOMTREE TR
+$93.0K
23,854
+3%
减持
HSY
HERSHEY CO
-$83.0K
941
-33%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$75.0K
79,985
+8%
减持
MSFT
MICROSOFT CORP
+$75.0K
4,918
-11%
增持
MCD
MCDONALDS CORP
+$72.0K
1,221
+15%
减持
GOOGL
ALPHABET INC
+$66.0K
5,059
-8%
增持
TLT
ISHARES TR
+$66.0K
4,868
+9%
减持
AMZN
AMAZON COM INC
+$61.0K
6,119
-9%
增持
SPMD
SPDR SER TR
+$55.0K
44,571
+0%
减持
TIPX
SPDR SER TR
-$54.0K
128,259
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$51.0K
476
-14%
增持
IAUM
ISHARES GOLD TR
+$50.0K
17,486
+6%
增持
CAT
CATERPILLAR INC
+$49.0K
3,156
+15%
增持
SCHH
SCHWAB STRATEGIC TR
+$46.0K
23,967
+13%
增持
PEP
PEPSICO INC
+$44.0K
3,240
+6%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$43.0K
6,788
-18%
增持
DES
WISDOMTREE TR
+$41.0K
34,588
+5%
增持
TIP
ISHARES TR
+$38.0K
2,893
+10%
减持
DTD
WISDOMTREE TR
-$37.0K
76,113
-2%
增持
HYG
ISHARES TR
+$37.0K
4,122
+11%
增持
ABBV
ABBVIE INC
+$36.0K
1,492
+17%
减持
TSLA
TESLA INC
+$35.0K
1,388
-23%
减持
IWY
ISHARES TR
+$35.0K
2,236
-2%
增持
VBR
VANGUARD INDEX FDS
+$32.0K
1,823
+14%
增持
—
EXXON MOBIL CORP
+$31.0K
2,368
+7%
增持
PG
PROCTER AND GAMBLE CO
+$28.0K
1,673
+13%
减持
SPTL
SPDR SER TR
+$28.0K
67,733
-4%
减持
EFG
ISHARES TR
-$21.0K
2,192
-20%
增持
MA
MASTERCARD INCORPORATED
+$19.0K
596
+2%
增持
WMT
WALMART INC
+$17.0K
1,867
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$10.0K
4,549
-13%
