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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 95 项
建仓 5
增持 44
减持 39
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
-$5.3M
77,431
+1%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$3.1M
0
-100%
增持
SPYG
SPDR SER TR
-$2.1M
143,111
+2%
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。
减持
COM
DIREXION SHS ETF TR
-$2.0M
24,008
-75%
减持
DGRO
ISHARES TR
-$1.7M
248,475
-3%
减持
VO
VANGUARD INDEX FDS
-$1.6M
39,779
-3%
建仓
MLPX
GLOBAL X FDS
+$1.6M
27,404
清仓
XBI
SPDR SER TR
-$1.5M
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.3M
249,478
+1%
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$1.2M
19,963
建仓
VHT
VANGUARD WORLD FD
+$1.2M
5,065
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.2M
196,652
+12%
减持
VYM
VANGUARD WHITEHALL FDS
-$886.1K
53,182
-4%
减持
HYGH
ISHARES U S ETF TR
-$878.3K
90,867
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$823.4K
53,219
+1%
减持
AAPL
APPLE INC
-$760.6K
13,485
-1%
减持
IXUS
ISHARES TR
-$670.7K
180,039
-3%
增持
NVDA
NVIDIA CORPORATION
-$668.3K
17,016
+5%
减持
ICLO
INVESCO ACTIVELY MANAGED EXC
-$530.2K
226,889
-5%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$466.2K
46,928
+11%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$441.9K
82,993
-0%
增持
IUSG
ISHARES TR
-$433.2K
22,350
+4%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$428.4K
9,084
-1%
减持
MSFT
MICROSOFT CORP
-$412.7K
6,334
-1%
增持
AMZN
AMAZON COM INC
-$385.2K
10,338
+7%
增持
ISTB
ISHARES TR
+$369.5K
78,356
+9%
增持
TSLA
TESLA INC
-$340.7K
2,666
+7%
清仓
—
ARISTA NETWORKS INC
-$310.0K
0
-100%
增持
MOAT
VANECK ETF TRUST
-$307.3K
40,698
+7%
减持
GOOGL
ALPHABET INC
-$304.0K
5,893
-1%
增持
XLP
SELECT SECTOR SPDR TR
+$291.8K
120,645
+2%
建仓
ANET
ARISTA NETWORKS INC
+$277.0K
4,303
清仓
AMAT
APPLIED MATLS INC
-$273.0K
0
-100%
清仓
NOW
SERVICENOW INC
-$266.0K
0
-100%
增持
SPYM
SPDR SER TR
-$255.6K
26,837
+0%
减持
SCHH
SCHWAB STRATEGIC TR
-$229.1K
162,314
-4%
增持
CAT
CATERPILLAR INC
-$222.9K
3,145
+1%
清仓
F
FORD MTR CO
-$214.0K
0
-100%
增持
FELC
FIDELITY COVINGTON TRUST
-$212.6K
86,483
+8%
建仓
V
VISA INC
+$210.5K
672
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$208.0K
0
-100%
增持
META
META PLATFORMS INC
-$189.4K
1,802
+1%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$117.1K
248,579
-3%
减持
CRM
SALESFORCE INC
-$113.3K
867
-13%
增持
AVGO
BROADCOM INC
-$110.0K
3,103
+26%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$109.7K
27,276
+25%
减持
LMT
LOCKHEED MARTIN CORP
-$104.9K
979
-14%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$97.7K
53,502
+13%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$93.5K
5,010
-0%
减持
IWY
ISHARES TR
-$73.5K
1,493
-1%
增持
JPM
JPMORGAN CHASE & CO.
-$71.1K
2,406
+1%
减持
VBR
VANGUARD INDEX FDS
-$65.4K
2,144
-1%
增持
SHYG
ISHARES TR
+$63.7K
39,066
+8%
减持
IVV
ISHARES TR
-$63.3K
488
-7%
减持
LLY
ELI LILLY & CO
-$63.2K
532
-10%
减持
QQQ
INVESCO QQQ TR
-$63.1K
631
-1%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
-$62.4K
15,591
+10%
增持
GOOG
ALPHABET INC
-$57.8K
3,806
+21%
增持
DON
WISDOMTREE TR
-$52.5K
10,197
+91%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
-$51.7K
37,840
+8%
增持
AMD
ADVANCED MICRO DEVICES INC
-$51.1K
2,844
+23%
减持
EMB
ISHARES TR
-$50.8K
2,790
-17%
减持
TLT
ISHARES TR
+$46.3K
7,251
-1%
增持
DTD
WISDOMTREE TR
-$44.3K
7,585
+92%
减持
SPEM
SPDR INDEX SHS FDS
-$43.7K
16,839
-3%
增持
HYG
ISHARES TR
+$40.7K
6,367
+12%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$40.5K
36,875
+1%
增持
KO
COCA COLA CO
+$39.4K
3,652
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$38.2K
918
+6%
减持
NFLX
NETFLIX INC
-$35.7K
525
-5%
增持
PG
PROCTER AND GAMBLE CO
+$32.7K
2,936
+6%
减持
IAUM
ISHARES GOLD TR
+$32.5K
22,448
-8%
增持
MCD
MCDONALDS CORP
+$31.1K
1,793
+2%
减持
VXUS
VANGUARD STAR FDS
-$29.7K
8,986
-2%
减持
SLV
ISHARES SILVER TR
-$27.9K
26,888
-3%
减持
SPAB
SPDR SER TR
+$26.3K
41,671
-1%
增持
FTNT
FORTINET INC
-$22.2K
4,377
+7%
增持
DE
DEERE & CO
+$17.8K
704
+2%
增持
HD
HOME DEPOT INC
+$14.5K
674
+15%
增持
SPDW
SPDR INDEX SHS FDS
-$13.8K
19,315
+1%
增持
WMT
WALMART INC
-$13.2K
4,578
+5%
减持
SHY
ISHARES TR
-$13.1K
18,782
-2%
增持
SRLN
SSGA ACTIVE ETF TR
+$12.6K
9,816
+9%
减持
HYD
VANECK ETF TRUST
-$12.5K
19,172
-0%
减持
MUB
ISHARES TR
-$12.2K
13,626
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$11.8K
9,512
+0%
减持
MA
MASTERCARD INCORPORATED
-$11.3K
477
-0%
增持
COST
COSTCO WHSL CORP NEW
+$8.2K
441
+3%
减持
XLRE
SELECT SECTOR SPDR TR
-$6.1K
5,310
-0%
增持
—
EXXON MOBIL CORP
+$5.6K
4,357
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.5K
1,233
-8%
增持
NKE
NIKE INC
-$1.6K
3,675
+25%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.4K
20,967
-0%
减持
PEP
PEPSICO INC
+$1.0K
2,449
-1%
减持
FSMB
FIRST TR EXCH TRADED FD III
+$1
14,655
-0%
