小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 129 项
建仓 23
增持 78
减持 26
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
IDMO
INVESCO EXCH TRADED FD TR II
+$17.2M
316,654
减持
IXUS
ISHARES TR
-$12.6M
16,467
-91%
增持
VOO
VANGUARD INDEX FDS
+$4.3M
82,327
+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。
建仓
ADIV
GUINNESS ATKINSON FDS
+$3.0M
165,713
减持
XLP
SELECT SECTOR SPDR TR
-$2.5M
100,960
-21%
增持
SPYG
SPDR SERIES TRUST
+$2.3M
161,410
+6%
增持
DGRO
ISHARES TR
+$1.9M
269,918
+5%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.9M
36,717
+15%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.4M
57,639
+6%
减持
MOAT
VANECK ETF TRUST
-$1.1M
20,941
-38%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$994.3K
280,323
+6%
增持
AAPL
APPLE INC
+$989.8K
16,243
+7%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$960.9K
101,664
+13%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$842.0K
276,368
+5%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$786.4K
51,345
+18%
增持
FBND
FIDELITY MERRIMACK STR TR
+$770.8K
225,258
+6%
减持
SCHH
SCHWAB STRATEGIC TR
-$764.4K
134,579
-22%
建仓
RDDT
REDDIT INC
+$697.9K
3,368
增持
NVDA
NVIDIA CORPORATION
+$635.5K
18,690
+7%
建仓
DRI
DARDEN RESTAURANTS INC
+$628.6K
3,254
增持
META
META PLATFORMS INC
+$590.9K
2,727
+45%
增持
GOOG
ALPHABET INC
+$554.9K
6,007
+18%
增持
IUSG
ISHARES TR
+$548.3K
29,816
+3%
增持
FTNT
FORTINET INC
+$500.5K
11,798
+128%
减持
VO
VANGUARD INDEX FDS
-$463.3K
37,664
-8%
增持
ISTB
ISHARES TR
+$453.8K
92,589
+10%
增持
QTUM
ETF SER SOLUTIONS
+$447.4K
9,018
+52%
增持
FCLD
FIDELITY COVINGTON TRUST
+$443.5K
31,456
+78%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$400.8K
2,316
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$399.6K
53,630
+7%
增持
CRM
SALESFORCE INC
+$397.2K
2,870
+153%
增持
FELC
FIDELITY COVINGTON TRUST
+$394.7K
98,272
+4%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$388.2K
23,850
+5%
增持
CAT
CATERPILLAR INC
+$347.8K
3,346
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$346.2K
2,557
+35%
建仓
CPRO
CALAMOS ETF TR
+$335.9K
12,546
建仓
CPSO
CALAMOS ETF TR
+$335.1K
12,486
增持
MSFT
MICROSOFT CORP
+$333.6K
6,874
+7%
清仓
CAG
CONAGRA BRANDS INC
-$333.3K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$329.7K
43,038
+5%
减持
TSLA
TESLA INC
+$287.2K
2,919
-5%
增持
AVGO
BROADCOM INC
+$284.8K
3,245
+9%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$280.4K
516
增持
HYGH
ISHARES U S ETF TR
+$276.6K
97,064
+3%
建仓
LOW
LOWES COS INC
+$275.9K
1,120
增持
SHY
ISHARES TR
+$267.2K
23,787
+15%
建仓
UNP
UNION PAC CORP
+$266.0K
1,123
建仓
SOFI
SOFI TECHNOLOGIES INC
+$264.6K
10,483
清仓
MARA
MARA HOLDINGS INC
-$263.0K
0
-100%
建仓
NOC
NORTHROP GRUMMAN CORP
+$262.4K
430
增持
PANW
PALO ALTO NETWORKS INC
+$261.6K
2,273
+103%
增持
VHT
VANGUARD WORLD FD
+$256.1K
6,105
+9%
减持
GOOGL
ALPHABET INC
+$253.9K
5,419
-9%
增持
ANET
ARISTA NETWORKS INC
+$248.2K
5,536
+8%
建仓
JD
JD.COM INC
+$244.4K
6,905
建仓
UPS
UNITED PARCEL SERVICE INC
+$240.6K
2,773
增持
JPM
JPMORGAN CHASE & CO.
+$238.1K
3,489
+19%
建仓
MO
ALTRIA GROUP INC
+$237.1K
3,607
增持
AMD
ADVANCED MICRO DEVICES INC
+$218.9K
4,189
+30%
建仓
GE
GE AEROSPACE
+$214.1K
721
建仓
ABBV
ABBVIE INC
+$211.7K
905
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$210.6K
9,447
+3%
建仓
DON
WISDOMTREE TR
+$206.8K
3,936
减持
SLV
ISHARES SILVER TR
+$206.5K
27,584
-3%
建仓
—
DUPONT DE NEMOURS INC
+$206.0K
2,585
建仓
GLD
SPDR GOLD TR
+$203.5K
569
建仓
SPY
SPDR S&P 500 ETF TR
+$202.6K
303
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$196.9K
1,908
+20%
增持
AMZN
AMAZON COM INC
+$185.6K
13,729
+9%
增持
ICLO
INVESCO ACTIVELY MANAGED EXC
+$175.9K
240,761
+3%
减持
PEP
PEPSICO INC
-$163.6K
1,961
-40%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$159.4K
6,271
+11%
增持
SHYG
ISHARES TR
+$153.9K
48,096
+7%
增持
IAUM
ISHARES GOLD TR
+$145.7K
24,039
+2%
建仓
RQI
COHEN & STEERS QUALITY INCOM
+$138.5K
11,125
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$135.9K
72,362
+11%
减持
SPYM
SPDR SERIES TRUST
+$133.4K
26,013
-0%
增持
MLPX
GLOBAL X FDS
+$133.0K
32,914
+5%
增持
PHM
PULTE GROUP INC
+$125.2K
2,698
+25%
增持
JNJ
JOHNSON & JOHNSON
+$118.6K
1,765
+29%
增持
QQQ
INVESCO QQQ TR
+$118.1K
782
+23%
增持
COM
DIREXION SHS ETF TR
+$117.1K
30,166
+14%
增持
TLT
ISHARES TR
+$114.5K
9,190
+12%
减持
LLY
ELI LILLY & CO
-$111.9K
403
-29%
增持
—
EXXON MOBIL CORP
+$108.8K
7,073
+18%
增持
WMT
WALMART INC
+$107.6K
5,914
+13%
增持
PG
PROCTER AND GAMBLE CO
+$100.1K
4,413
+21%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$97.7K
17,599
+4%
减持
—
LINDE PLC
-$92.1K
563
-26%
增持
NEE
NEXTERA ENERGY INC
+$89.2K
3,671
+33%
减持
VYM
VANGUARD WHITEHALL FDS
-$88.8K
52,021
-6%
增持
NKE
NIKE INC
+$87.2K
6,585
+24%
增持
BAC
BANK AMERICA CORP
+$84.3K
6,398
+25%
增持
HSY
HERSHEY CO
+$81.1K
1,555
+15%
增持
HD
HOME DEPOT INC
+$72.2K
876
+18%
增持
VBR
VANGUARD INDEX FDS
+$71.9K
2,608
+10%
减持
SPEM
SPDR INDEX SHS FDS
+$69.4K
16,760
-1%
增持
AXP
AMERICAN EXPRESS CO
+$65.2K
855
+26%
减持
QCOM
QUALCOMM INC
-$63.6K
1,529
-25%
增持
HYG
ISHARES TR
+$63.5K
7,765
+10%
增持
COST
COSTCO WHSL CORP NEW
+$63.3K
614
+19%
增持
LMT
LOCKHEED MARTIN CORP
+$62.9K
1,133
+4%
增持
VXUS
VANGUARD STAR FDS
+$61.9K
9,734
+1%
增持
MMM
3M CO
+$60.6K
1,963
+22%
减持
SPDW
SPDR INDEX SHS FDS
+$59.3K
18,620
-0%
增持
AMAT
APPLIED MATLS INC
+$58.6K
1,868
+6%
增持
MCD
MCDONALDS CORP
+$54.5K
2,171
+9%
增持
GS
GOLDMAN SACHS GROUP INC
+$54.0K
353
+11%
增持
SPAB
SPDR SERIES TRUST
+$50.5K
42,710
+3%
建仓
—
WHEELS UP EXPERIENCE INC
+$48.8K
25,000
增持
EMR
EMERSON ELEC CO
+$47.9K
2,131
+25%
减持
IWY
ISHARES TR
+$32.6K
1,429
-1%
增持
NFLX
NETFLIX INC
+$25.0K
528
+13%
增持
MA
MASTERCARD INCORPORATED
+$24.3K
494
+4%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$23.0K
9,057
-3%
减持
SRLN
SSGA ACTIVE ETF TR
-$21.2K
8,904
-5%
增持
TXN
TEXAS INSTRS INC
+$20.9K
1,538
+33%
减持
HYD
VANECK ETF TRUST
+$17.5K
19,272
-0%
减持
MUB
ISHARES TR
+$17.1K
13,529
-1%
增持
KO
COCA COLA CO
+$16.5K
5,024
+10%
增持
DE
DEERE & CO
+$11.8K
933
+14%
减持
DTD
WISDOMTREE TR
+$10.3K
3,585
-1%
减持
IVV
ISHARES TR
-$9.4K
464
-10%
减持
EMB
ISHARES TR
+$7.7K
2,330
-0%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$6.2K
21,323
+1%
增持
V
VISA INC
+$5.9K
704
+2%
减持
RTX
RTX CORPORATION
+$4.5K
1,246
-10%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$2.2K
14,705
+0%
减持
XLRE
SELECT SECTOR SPDR TR
-$1.0K
5,221
-2%
