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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 142 项
建仓 11
增持 77
减持 49
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$3.0M
379,170
+13%
增持
MLPX
GLOBAL X FDS
+$2.8M
71,282
+114%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.8M
181,449
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。
-20%
增持
ADIV
GUINNESS ATKINSON FDS
+$2.2M
284,533
+72%
增持
SPYG
SPDR SERIES TRUST
+$2.1M
192,017
+4%
增持
VFMF
VANGUARD WELLINGTON FD
+$1.9M
46,955
+29%
减持
DGRO
ISHARES TR
-$1.8M
237,885
-9%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
25,166
+32%
减持
VOO
VANGUARD INDEX FDS
+$1.6M
81,617
-0%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.6M
62,624
+59%
减持
ISTB
ISHARES TR
-$1.3M
18,020
-60%
增持
USTB
VICTORY PORTFOLIOS II
+$1.2M
71,085
+51%
增持
VO
VANGUARD INDEX FDS
-$1.2M
125,730
+244%
增持
FDVV
FIDELITY COVINGTON TRUST
+$1.1M
224,650
+8%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$983.2K
44,281
+2%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$946.5K
51,457
-25%
增持
LLY
ELI LILLY & CO
+$945.1K
1,510
+277%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$893.9K
291,422
+7%
清仓
PSN
PARSONS CORP DEL
-$873.4K
0
-100%
增持
AAPL
APPLE INC
+$793.6K
19,535
+19%
增持
AVGO
BROADCOM INC
+$783.0K
4,835
+30%
增持
MSFT
MICROSOFT CORP
+$706.3K
11,096
+17%
增持
GOOGL
ALPHABET INC
+$663.5K
7,542
+34%
增持
AMZN
AMAZON COM INC
+$645.4K
15,175
+13%
减持
VHT
VANGUARD WORLD FD
-$552.5K
7,486
-17%
增持
NFLX
NETFLIX INC.
+$523.0K
17,804
+22%
增持
SCHH
SCHWAB STRATEGIC TR
+$508.1K
155,704
+7%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$506.4K
15,790
-36%
增持
SHY
ISHARES TR
+$503.8K
35,814
+21%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$479.9K
30,758
+5%
增持
IUSG
ISHARES TR
+$476.7K
32,420
+2%
减持
V
VISA INC
-$431.2K
1,133
-52%
减持
XLP
SELECT SECTOR SPDR TR
-$428.4K
56,765
-3%
减持
MUB
ISHARES TR
-$424.5K
9,192
-30%
增持
GE
GE AEROSPACE
+$400.7K
2,104
+173%
增持
CIBR
FIRST TR EXCHANGE-TRADED FD
+$390.5K
92,840
+6%
增持
—
LINDE PLC
+$356.1K
1,246
+123%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$352.8K
9,173
+21%
减持
CAT
CATERPILLAR INC
+$338.3K
3,219
-0%
建仓
NOW
SERVICENOW INC
+$325.6K
3,265
减持
META
META PLATFORMS INC
-$316.4K
2,469
-16%
增持
AMAT
APPLIED MATLS INC
+$295.7K
1,971
+23%
建仓
HOOD
ROBINHOOD MKTS INC
+$293.6K
3,217
建仓
CASY
CASEYS GEN STORES INC
+$285.1K
371
建仓
INTU
INTUIT
+$283.0K
699
增持
RTX
RTX CORPORATION
+$271.4K
2,626
+113%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$262.6K
51,275
+5%
增持
COM
DIREXION SHARES ETF TRUST
+$260.2K
40,888
+14%
建仓
COF
CAPITAL ONE FINL CORP
+$245.8K
1,195
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$243.2K
15,900
+7%
建仓
BTU
PEABODY ENGR CORP
+$242.4K
9,426
清仓
SOFI
SOFI TECHNOLOGIES INC
-$241.0K
0
-100%
建仓
VST
VISTRA CORP
+$235.3K
1,474
建仓
EME
EMCOR GROUP INC
+$230.2K
277
建仓
CTVA
CORTEVA INC
+$226.3K
2,818
建仓
ADBE
ADOBE INC
+$223.5K
899
增持
TLT
ISHARES TR
+$223.1K
14,477
+21%
增持
VXUS
VANGUARD STAR FDS
+$220.9K
13,355
+20%
建仓
GEV
GE VERNOVA INC
+$215.9K
218
增持
FELC
FIDELITY COVINGTON TRUST
+$210.5K
106,667
+2%
增持
APH
AMPHENOL CORP
+$209.3K
2,889
+62%
增持
UNH
UNITEDHEALTH GROUP INC
+$204.7K
2,895
+9%
清仓
DDWM
WISDOMTREE TR
-$203.1K
0
-100%
清仓
TM
TOYOTA MOTOR CORP
-$200.6K
0
-100%
增持
HYG
ISHARES TR
+$176.6K
11,903
+23%
增持
VBR
VANGUARD INDEX FDS
+$170.9K
3,779
+21%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$168.1K
9,861
-12%
增持
IAUM
ISHARES GOLD TR
+$167.7K
28,379
+17%
增持
NKE
NIKE INC
-$138.0K
7,878
+0%
减持
CRM
SALESFORCE INC
-$133.1K
1,593
-26%
减持
GOOG
ALPHABET INC
-$130.2K
4,599
-8%
减持
ANET
ARISTA NETWORKS INC
+$128.1K
4,681
-7%
减持
AMD
ADVANCED MICRO DEVICES INC
+$126.5K
2,825
-13%
增持
GS
GOLDMAN SACHS GROUP INC
+$119.7K
484
+32%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$119.6K
19,695
+3%
减持
FTNT
FORTINET INC
-$118.2K
10,059
-14%
减持
HYD
VANECK ETF TRUST
-$115.9K
15,965
-13%
减持
NET
CLOUDFLARE INC
+$114.4K
3,068
-0%
减持
QTUM
ETF SER SOLUTIONS
+$114.2K
9,558
-4%
减持
MOAT
VANECK ETF TRUST
-$112.7K
9,934
-7%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$108.0K
60,843
+2%
增持
TSLA
TESLA INC
+$105.2K
4,203
+10%
减持
SHYG
ISHARES TR
-$102.4K
46,951
-5%
增持
COST
COSTCO WHOLESALE CORPORATION
+$99.2K
723
+14%
增持
SLV
ISHARES SILVER TR
+$92.5K
25,109
+16%
减持
PANW
PALO ALTO NETWORKS INC
-$85.9K
1,916
-22%
清仓
—
WEBULL CORP
-$83.5K
0
-100%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$79.8K
19,325
-7%
增持
MA
MASTERCARD INCORPORATED
+$66.8K
666
+33%
增持
JPM
JPMORGAN CHASE & CO
+$65.6K
3,691
+6%
减持
—
EXXON MOBIL CORP
-$64.3K
6,530
-6%
增持
WMT
WALMART INC
+$48.1K
6,577
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$45.3K
9,377
+4%
减持
FLBL
FRANKLIN TEMPLETON ETF TR
-$42.8K
73,691
-2%
减持
IXUS
ISHARES TR
+$42.6K
14,981
-1%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$37.6K
12,573
-12%
增持
IVV
ISHARES TR
+$37.5K
498
+8%
减持
HSY
HERSHEY CO
-$34.8K
1,554
-4%
减持
SPYM
SPDR SERIES TRUST
+$34.3K
25,077
-2%
减持
VYM
VANGUARD WHITEHALL FDS
+$34.0K
46,394
-1%
增持
ABBV
ABBVIE INC
+$32.7K
1,187
+23%
增持
QQQ
INVESCO QQQ TR
+$32.4K
768
+0%
减持
SPEM
SPDR INDEX SHS FDS
+$30.2K
16,529
-0%
增持
MCD
MCDONALDS CORP
-$29.3K
2,232
+1%
增持
ULTA
ULTA BEAUTY INC
+$27.6K
710
+27%
增持
QCOM
QUALCOMM INC
+$27.2K
2,019
+20%
减持
SPDW
SPDR INDEX SHS FDS
+$26.7K
18,101
-1%
增持
BAC
BANK AMERICA CORP
+$26.4K
7,136
+10%
减持
PEP
PEPSICO INC
-$25.6K
1,895
-3%
增持
TXN
TEXAS INSTRS INC
+$25.5K
1,548
+3%
增持
PG
PROCTER & GAMBLE CO
-$23.2K
4,721
+5%
减持
NOC
NORTHROP GRUMMAN CORP
-$23.0K
430
-3%
减持
SPAB
SPDR SERIES TRUST
-$23.0K
41,958
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$20.4K
2,350
+2%
减持
—
WHEELS UP EXPERIENCE INC
-$18.9K
20,041
-56%
减持
EMB
ISHARES TR
-$18.3K
2,136
-8%
减持
SRLN
SSGA ACTIVE ETF TR
-$16.2K
7,330
-5%
增持
MMM
3M CO
-$14.0K
2,126
+4%
增持
AXP
AMERICAN EXPRESS CO
+$13.0K
957
+12%
减持
FCLD
FIDELITY COVINGTON TRUST
+$12.4K
34,655
-7%
增持
LMT
LOCKHEED MARTIN CORP
-$11.4K
1,036
+2%
减持
DE
DEERE & CO
+$10.5K
1,001
-3%
增持
HYGH
ISHARES U S ETF TR
+$10.2K
97,272
+0%
减持
JNJ
JOHNSON & JOHNSON
-$9.6K
1,628
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$8.8K
539
+11%
增持
ICLO
INVESCO ACTIVELY MANAGED EXC
-$7.8K
241,314
+0%
增持
UNP
UNION PAC CORP
+$7.7K
1,136
+2%
减持
GLD
SPDR GOLD TR
-$7.0K
551
-0%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$6.9K
930
-10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.0K
2,094
+6%
增持
PHM
PULTE GROUP INC
-$5.0K
3,006
+4%
增持
EMR
EMERSON ELEC CO
-$4.7K
2,322
+6%
减持
DTD
WISDOMTREE TR
-$4.5K
3,366
-3%
减持
FBND
FIDELITY MERRIMACK STR TR
+$3.4K
254,617
-0%
增持
LOW
LOWES COS INC
-$3.2K
1,279
+8%
增持
UPS
UNITED PARCEL SVCS INC
-$3.2K
3,134
+8%
减持
DON
WISDOMTREE TR
-$2.5K
3,816
-2%
增持
KO
COCA COLA CO
+$2.4K
5,442
+3%
增持
AZO
AUTOZONE INC
-$2.2K
70
+3%
减持
NEE
NEXTERA ENERGY INC
-$1.5K
3,555
-3%
增持
MO
ALTRIA GROUP INC
+$666
3,765
+1%
增持
HD
HOME DEPOT INC
+$84
1,003
+10%
