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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 106 项
建仓 18
增持 75
减持 11
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$10.4M
80,943
+5%
增持
SPYG
SPDR SERIES TRUST
+$4.2M
152,287
+6%
增持
DGRO
ISHARES TR
+$2.6M
256,739
+3%
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
QQQM
INVESCO EXCH TRADED FD TR II
+$2.5M
31,847
+17%
增持
IXUS
ISHARES TR
+$2.4M
180,932
+0%
增持
VO
VANGUARD INDEX FDS
+$2.3M
41,038
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.0M
264,139
+6%
增持
IUSG
ISHARES TR
+$1.8M
28,919
+29%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.8M
54,313
+2%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
17,409
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.2M
55,244
+4%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$1.1M
89,724
+8%
增持
AMZN
AMAZON COM INC
+$1.1M
12,568
+22%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$974.5K
43,425
+15%
增持
MSFT
MICROSOFT CORP
+$943.2K
6,403
+1%
增持
HYGH
ISHARES U S ETF TR
+$899.8K
94,159
+4%
增持
XLP
SELECT SECTOR SPDR TR
+$865.6K
127,848
+6%
增持
FELC
FIDELITY COVINGTON TRUST
+$836.3K
94,814
+10%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$677.4K
22,694
+14%
增持
AAPL
APPLE INC
+$660.8K
15,160
+12%
增持
FBND
FIDELITY MERRIMACK STR TR
+$639.1K
212,800
+8%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$592.2K
9,145
+1%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$583.0K
264,347
+6%
建仓
QTUM
ETF SER SOLUTIONS
+$546.4K
5,929
建仓
FCLD
FIDELITY COVINGTON TRUST
+$484.4K
17,634
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$474.8K
40,902
+11%
增持
META
META PLATFORMS INC
+$437.3K
1,877
+4%
增持
SCHH
SCHWAB STRATEGIC TR
+$416.7K
172,208
+6%
增持
CAT
CATERPILLAR INC
+$412.1K
3,247
+3%
增持
ICLO
INVESCO ACTIVELY MANAGED EXC
+$394.8K
233,617
+3%
增持
GOOG
ALPHABET INC
+$363.3K
5,105
+34%
增持
MLPX
GLOBAL X FDS
+$363.1K
31,304
+14%
减持
AVGO
BROADCOM INC
+$359.2K
2,964
-4%
建仓
AMAT
APPLIED MATLS INC
+$347.8K
1,757
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$337.9K
65,481
+22%
增持
JPM
JPMORGAN CHASE & CO.
+$337.8K
2,941
+22%
建仓
CAG
CONAGRA BRANDS INC
+$333.3K
17,178
增持
TSLA
TESLA INC
+$329.2K
3,086
+16%
建仓
QCOM
QUALCOMM INC
+$322.4K
2,047
减持
SPYM
SPDR SERIES TRUST
+$319.1K
26,102
-3%
增持
SHYG
ISHARES TR
+$307.4K
44,815
+15%
增持
ANET
ARISTA NETWORKS INC
+$280.3K
5,133
+19%
增持
ISTB
ISHARES TR
+$271.4K
83,935
+7%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$270.3K
50,092
+7%
增持
SLV
ISHARES SILVER TR
+$265.8K
28,374
+6%
建仓
MARA
MARA HOLDINGS INC
+$263.0K
13,741
建仓
TXN
TEXAS INSTRS INC
+$256.5K
1,159
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$252.5K
5,639
+13%
建仓
MMM
3M CO
+$250.8K
1,609
建仓
PHM
PULTE GROUP INC
+$246.0K
2,153
建仓
BAC
BANK AMERICA CORP
+$239.8K
5,131
建仓
EMR
EMERSON ELEC CO
+$239.3K
1,708
增持
—
EXXON MOBIL CORP
+$237.6K
5,998
+38%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$235.8K
16,940
+9%
增持
AMD
ADVANCED MICRO DEVICES INC
+$227.0K
3,216
+13%
建仓
GS
GOLDMAN SACHS GROUP INC
+$224.9K
319
建仓
HSY
HERSHEY CO
+$222.3K
1,349
清仓
DON
WISDOMTREE TR
-$218.5K
0
-100%
增持
GOOGL
ALPHABET INC
+$217.8K
5,970
+1%
建仓
AXP
AMERICAN EXPRESS CO
+$217.3K
680
建仓
JNJ
JOHNSON & JOHNSON
+$214.4K
1,366
建仓
PANW
PALO ALTO NETWORKS INC
+$209.3K
1,117
建仓
NEE
NEXTERA ENERGY INC
+$204.6K
2,750
建仓
RTX
RTX CORPORATION
+$203.1K
1,383
增持
NKE
NIKE INC
+$176.1K
5,321
+45%
增持
SHY
ISHARES TR
+$149.3K
20,645
+10%
增持
VHT
VANGUARD WORLD FD
+$149.0K
5,578
+10%
增持
VXUS
VANGUARD STAR FDS
+$148.6K
9,635
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$146.2K
1,586
+29%
增持
FTNT
FORTINET INC
+$140.9K
5,165
+18%
减持
NFLX
NETFLIX INC
+$134.6K
469
-11%
增持
DE
DEERE & CO
+$117.4K
820
+16%
增持
VBR
VANGUARD INDEX FDS
+$116.1K
2,380
+11%
增持
WMT
WALMART INC
+$115.2K
5,255
+15%
增持
SPEM
SPDR INDEX SHS FDS
+$106.8K
16,916
+0%
增持
IAUM
ISHARES GOLD TR
+$106.1K
23,471
+5%
减持
SPDW
SPDR INDEX SHS FDS
+$104.0K
18,628
-4%
增持
COST
COSTCO WHSL CORP NEW
+$94.6K
514
+17%
增持
UNH
UNITEDHEALTH GROUP INC
+$92.5K
1,890
+106%
增持
PG
PROCTER AND GAMBLE CO
+$91.1K
3,641
+24%
增持
QQQ
INVESCO QQQ TR
+$86.4K
638
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$85.6K
1,088
+11%
增持
CRM
SALESFORCE INC
+$83.9K
1,134
+31%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$83.8K
9,320
-2%
增持
PEP
PEPSICO INC
+$83.0K
3,268
+33%
增持
COM
DIREXION SHS ETF TR
+$78.0K
26,433
+10%
增持
HYG
ISHARES TR
+$75.5K
7,050
+11%
减持
IWY
ISHARES TR
+$75.1K
1,448
-3%
增持
IVV
ISHARES TR
+$73.7K
513
+5%
增持
KO
COCA COLA CO
+$63.0K
4,556
+25%
增持
MCD
MCDONALDS CORP
+$60.9K
1,997
+11%
减持
MOAT
VANECK ETF TRUST
+$58.2K
33,796
-17%
增持
LLY
ELI LILLY & CO
+$57.7K
568
+7%
减持
DTD
WISDOMTREE TR
+$35.9K
3,623
-52%
增持
HD
HOME DEPOT INC
+$35.3K
740
+10%
增持
TLT
ISHARES TR
+$33.7K
8,240
+14%
减持
EMB
ISHARES TR
-$33.1K
2,333
-16%
增持
V
VISA INC
+$30.0K
691
+3%
增持
—
LINDE PLC
+$25.5K
757
+1%
增持
HYD
VANECK ETF TRUST
-$23.2K
19,338
+1%
增持
MUB
ISHARES TR
-$18.7K
13,681
+0%
减持
SPAB
SPDR SERIES TRUST
-$16.1K
41,610
-0%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$14.9K
21,213
+1%
减持
SRLN
SSGA ACTIVE ETF TR
-$1.9K
9,384
-4%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$1.0K
14,700
+0%
清仓
DGRW
WISDOMTREE TR
-$224
0
-100%
