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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
24Q3 调仓
2023-03-31 → 2024-09-30 · 共 129 项
建仓 44
增持 33
减持 17
清仓 35
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$36.2M
75,159
+839%
减持
SPYM
SPDR SER TR
-$17.0M
26,751
-93%
建仓
DGRO
ISHARES TR
+$15.8M
253,992
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。
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$14.8M
286,656
+4772%
减持
SPAB
SPDR SER TR
-$14.1M
41,692
-93%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$13.8M
235,115
增持
IXUS
ISHARES TR
+$12.4M
178,227
+2115%
减持
SPDW
SPDR INDEX SHS FDS
-$8.9M
18,715
-94%
增持
FBND
FIDELITY MERRIMACK STR TR
+$7.0M
157,911
+2484%
建仓
ICLO
INVESCO ACTIVELY MANAGED EXC
+$6.0M
234,439
增持
XLP
SELECT SECTOR SPDR TR
+$5.8M
99,959
+227%
增持
SPYG
SPDR SER TR
+$5.6M
130,158
+45%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.0M
46,732
+75%
减持
DTD
WISDOMTREE TR
-$4.4M
3,685
-95%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$3.9M
19,822
减持
SPEM
SPDR INDEX SHS FDS
-$3.8M
19,391
-86%
建仓
MOAT
VANECK ETF TRUST
+$3.3M
34,463
增持
SCHH
SCHWAB STRATEGIC TR
+$3.2M
162,918
+580%
清仓
RPV
INVESCO EXCHANGE TRADED FD T
-$2.8M
0
-100%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$2.7M
49,874
建仓
ISTB
ISHARES TR
+$2.7M
55,657
增持
IUSG
ISHARES TR
+$2.5M
21,299
+703%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.5M
33,062
+1090%
清仓
TIPX
SPDR SER TR
-$2.4M
0
-100%
减持
DDWM
WISDOMTREE TR
-$2.4M
6,466
-92%
清仓
XLF
SELECT SECTOR SPDR TR
-$2.3M
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$2.3M
0
-100%
建仓
FELC
FIDELITY COVINGTON TRUST
+$2.2M
69,164
清仓
SPTL
SPDR SER TR
-$2.1M
0
-100%
增持
COM
DIREXION SHS ETF TR
+$2.1M
92,123
+383%
清仓
SPSM
SPDR SER TR
-$2.0M
0
-100%
清仓
SPMD
SPDR SER TR
-$1.9M
0
-100%
减持
DGRW
WISDOMTREE TR
-$1.9M
2,877
-92%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$1.9M
32,084
清仓
DEM
WISDOMTREE TR
-$1.8M
0
-100%
清仓
DLS
WISDOMTREE TR
-$1.8M
0
-100%
清仓
EBND
SPDR SER TR
-$1.8M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
16,776
+799%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$1.6M
32,436
清仓
DNL
WISDOMTREE TR
-$1.6M
0
-100%
清仓
GWX
SPDR INDEX SHS FDS
-$1.5M
0
-100%
建仓
SHYG
ISHARES TR
+$1.4M
33,087
减持
SRLN
SSGA ACTIVE ETF TR
-$1.4M
10,999
-75%
建仓
XBI
SPDR SER TR
+$1.3M
13,587
增持
MUB
ISHARES TR
+$1.3M
13,986
+650%
增持
MSFT
MICROSOFT CORP
+$1.2M
6,312
+28%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$1.2M
0
-100%
清仓
SPHY
SPDR SER TR
-$1.1M
0
-100%
清仓
DGS
WISDOMTREE TR
-$1.1M
0
-100%
建仓
ILTB
ISHARES TR
+$1.1M
20,887
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$1.1M
20,946
建仓
HYD
VANECK ETF TRUST
+$1.0M
19,431
增持
AMZN
AMAZON COM INC
+$989.0K
8,936
+46%
清仓
DES
WISDOMTREE TR
-$978.0K
0
-100%
建仓
FLBL
FRANKLIN TEMPLETON ETF TR
+$912.0K
37,658
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$870.0K
4,908
增持
META
META PLATFORMS INC
+$869.0K
1,865
+86%
清仓
RWO
SPDR INDEX SHS FDS
-$867.0K
0
-100%
建仓
JMEE
J P MORGAN EXCHANGE TRADED F
+$767.0K
12,707
清仓
SPTI
SPDR SER TR
-$765.0K
0
-100%
清仓
DHS
WISDOMTREE TR
-$679.0K
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$572.0K
0
-100%
增持
CAT
CATERPILLAR INC
+$566.0K
3,193
+1%
建仓
LLY
ELI LILLY & CO
+$558.0K
621
建仓
AVGO
BROADCOM INC
+$524.0K
2,994
清仓
KBWB
INVESCO EXCH TRADED FD TR II
-$519.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$505.0K
6,477
+28%
建仓
GOOG
ALPHABET INC
+$476.0K
2,896
减持
AAPL
APPLE INC
+$476.0K
13,311
-11%
增持
SHY
ISHARES TR
+$473.0K
17,471
+48%
建仓
LMT
LOCKHEED MARTIN CORP
+$444.0K
733
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$424.0K
934
建仓
NFLX
NETFLIX INC
+$397.0K
565
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$395.0K
8,874
-13%
清仓
ESGU
ISHARES TR
-$383.0K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$370.0K
424
建仓
EMB
ISHARES TR
+$367.0K
3,984
增持
VEA
VANGUARD TAX-MANAGED FDS
+$365.0K
11,080
+144%
增持
TSLA
TESLA INC
+$362.0K
2,572
+85%
建仓
AMAT
APPLIED MATLS INC
+$353.0K
1,764
建仓
DON
WISDOMTREE TR
+$329.0K
6,484
清仓
TIP
ISHARES TR
-$318.0K
0
-100%
增持
IAUM
ISHARES GOLD TR
+$315.0K
25,214
+44%
增持
SLV
ISHARES SILVER TR
+$307.0K
31,377
+22%
建仓
IVV
ISHARES TR
+$299.0K
524
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$297.0K
3,750
建仓
FSMB
FIRST TR EXCH TRADED FD III
+$294.0K
14,709
建仓
XLRE
SELECT SECTOR SPDR TR
+$280.0K
6,470
建仓
AMD
ADVANCED MICRO DEVICES INC
+$265.0K
1,548
建仓
IJR
ISHARES TR
+$264.0K
2,304
建仓
—
ARISTA NETWORKS INC
+$263.0K
670
清仓
CVX
CHEVRON CORP NEW
-$260.0K
0
-100%
清仓
GTO
INVESCO ACTIVELY MANAGED ETF
-$259.0K
0
-100%
清仓
SO
SOUTHERN CO
-$250.0K
0
-100%
建仓
FTNT
FORTINET INC
+$243.0K
3,141
清仓
VTV
VANGUARD INDEX FDS
-$243.0K
0
-100%
建仓
HD
HOME DEPOT INC
+$243.0K
595
清仓
ABBV
ABBVIE INC
-$241.0K
0
-100%
清仓
HSY
HERSHEY CO
-$241.0K
0
-100%
建仓
GLD
SPDR GOLD TR
+$233.0K
956
建仓
NOW
SERVICENOW INC
+$232.0K
256
清仓
HTRB
HARTFORD FDS EXCHANGE TRADED
-$231.0K
0
-100%
建仓
VO
VANGUARD INDEX FDS
+$230.0K
881
清仓
KO
COCA COLA CO
-$229.0K
0
-100%
建仓
—
DUPONT DE NEMOURS INC
+$222.0K
2,580
增持
MCD
MCDONALDS CORP
+$220.0K
1,903
+56%
建仓
PFFD
GLOBAL X FDS
+$219.0K
10,655
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$217.0K
2,908
-50%
增持
JPM
JPMORGAN CHASE & CO.
+$217.0K
2,159
+26%
清仓
EFG
ISHARES TR
-$209.0K
0
-100%
建仓
CRM
SALESFORCE INC
+$209.0K
736
建仓
AZO
AUTOZONE INC
+$208.0K
68
清仓
BND
VANGUARD BD INDEX FDS
-$204.0K
0
-100%
清仓
T
AT&T INC
-$201.0K
0
-100%
清仓
F
FORD MTR CO DEL
-$152.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$144.0K
2,378
+42%
增持
VBR
VANGUARD INDEX FDS
+$142.0K
2,159
+18%
减持
PEP
PEPSICO INC
-$129.0K
2,786
-14%
增持
TLT
ISHARES TR
+$123.0K
6,699
+38%
减持
VYM
VANGUARD WHITEHALL FDS
+$119.0K
52,839
-15%
增持
HYG
ISHARES TR
+$108.0K
5,279
+28%
增持
UNH
UNITEDHEALTH GROUP INC
+$89.0K
571
+20%
增持
—
EXXON MOBIL CORP
+$80.0K
2,832
+20%
减持
QQQ
INVESCO QQQ TR
+$76.0K
608
-11%
增持
WMT
WALMART INC
+$58.0K
4,234
+127%
减持
VXUS
VANGUARD STAR FDS
+$53.0K
8,860
-4%
增持
DE
DEERE & CO
+$47.0K
633
+17%
减持
IWY
ISHARES TR
+$21.0K
1,530
-32%
减持
MA
MASTERCARD INCORPORATED
+$17.0K
487
-18%
