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Root Financial Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Root Financial Partners, LLC
报告期 2026-03-31 · CIK 0001977181
持仓数
3,466
前50大市值合计
$1.90B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q2
24Q1
23Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 96 项
建仓 21
增持 50
减持 18
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL ETF TRUST
+$14.6M
1,045,093
+21%
增持
DFAI
DIMENSIONAL ETF TRUST
+$7.9M
1,441,886
+16%
增持
DFUV
DIMENSIONAL ETF TRUST
+$7.2M
592,404
+29%
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
DFSV
DIMENSIONAL ETF TRUST
+$4.2M
579,967
+27%
增持
DFSD
DIMENSIONAL ETF TRUST
+$4.0M
258,872
+49%
增持
DFAE
DIMENSIONAL ETF TRUST
+$4.0M
892,200
+19%
增持
DUSB
DIMENSIONAL ETF TRUST
+$3.7M
77,111
+1732%
增持
VOO
VANGUARD INDEX FDS
+$3.2M
8,134
+383%
减持
DFIP
DIMENSIONAL ETF TRUST
-$2.5M
83,196
-42%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.2M
253,380
+22%
增持
VTI
VANGUARD INDEX FDS
+$1.8M
30,709
+18%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.6M
13,255
+172%
增持
DFAR
DIMENSIONAL ETF TRUST
+$1.5M
411,535
+21%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
2,309
+82%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.2M
566,125
+6%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.2M
191,404
+27%
增持
AAPL
APPLE INC
+$1.1M
37,941
+35%
减持
DFAC
DIMENSIONAL ETF TRUST
+$1.0M
723,167
-4%
增持
MSFT
MICROSOFT CORP
+$811.2K
6,828
+25%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$775.2K
8,710
+8%
增持
AMZN
AMAZON COM INC
+$667.5K
7,597
+64%
清仓
AVUV
AMERICAN CENTY ETF TR
-$576.6K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$564.0K
1,140
增持
GOOGL
ALPHABET INC
+$550.6K
5,042
+235%
增持
META
META PLATFORMS INC
+$545.6K
2,663
+26%
增持
SGOV
ISHARES TR
+$542.8K
22,348
+31%
增持
VUG
VANGUARD INDEX FDS
+$417.9K
1,923
+145%
建仓
COST
COSTCO WHSL CORP NEW
+$389.1K
531
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$377.0K
9,562
+21%
建仓
IEFA
ISHARES TR
+$369.4K
4,977
增持
DFEV
DIMENSIONAL ETF TRUST
+$366.0K
86,304
+16%
增持
VXUS
VANGUARD STAR FDS
+$353.6K
50,623
+9%
建仓
VGT
VANGUARD WORLD FD
+$339.4K
647
建仓
IWD
ISHARES TR
+$333.1K
1,860
建仓
ORCL
ORACLE CORP
+$329.0K
2,619
建仓
LLY
ELI LILLY & CO
+$328.5K
422
建仓
HD
HOME DEPOT INC
+$325.0K
847
建仓
SPYM
SPDR SER TR
+$313.7K
5,098
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$310.7K
17,308
-33%
建仓
XLK
SELECT SECTOR SPDR TR
+$299.7K
1,439
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$292.8K
736
建仓
—
SPOTIFY TECHNOLOGY S A
+$292.7K
1,109
清仓
DFAX
DIMENSIONAL ETF TRUST
-$291.8K
0
-100%
建仓
JPM
JPMORGAN CHASE & CO
+$290.5K
1,450
建仓
V
VISA INC
+$281.4K
1,008
建仓
KO
COCA COLA CO
+$279.0K
4,561
增持
LPLA
LPL FINL HLDGS INC
+$275.3K
2,205
+63%
建仓
MRK
MERCK & CO INC
+$260.9K
1,977
清仓
AVDV
AMERICAN CENTY ETF TR
-$239.6K
0
-100%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$226.6K
2,814
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$225.3K
405
建仓
LQD
ISHARES TR
+$215.4K
1,978
清仓
VBR
VANGUARD INDEX FDS
-$214.7K
0
-100%
建仓
ADBE
ADOBE INC
+$208.4K
413
建仓
PG
PROCTER AND GAMBLE CO
+$204.4K
1,260
清仓
SPY
SPDR S&P 500 ETF TR
-$203.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$193.9K
3,435
+67%
增持
GOOG
ALPHABET INC
+$184.9K
2,875
+60%
减持
DEED
FIRST TR EXCHNG TRADED FD VI
-$180.5K
14,469
-36%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$163.1K
18,703
+16%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$145.4K
30,240
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$137.5K
2,709
+14%
增持
EMXC
ISHARES INC
+$136.8K
8,593
+33%
增持
CVX
CHEVRON CORP NEW
+$102.5K
4,217
+12%
增持
KLAC
KLA CORP
+$92.0K
656
+4%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$85.5K
44,730
-0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$80.2K
55,507
+1%
减持
QQQ
INVESCO QQQ TR
+$77.8K
4,782
-4%
增持
TSLA
TESLA INC
-$74.4K
2,602
+22%
增持
SHV
ISHARES TR
+$74.0K
7,104
+10%
增持
AVGO
BROADCOM INC
+$68.8K
235
+8%
增持
RTX
RTX CORPORATION
+$67.8K
4,051
+4%
增持
MOAT
VANECK ETF TRUST
+$66.3K
9,648
+2%
清仓
—
PROSOMNUS INC
-$61.8K
0
-100%
增持
—
BLACKROCK INC
+$54.8K
353
+20%
减持
VTV
VANGUARD INDEX FDS
-$51.8K
5,208
-13%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$48.2K
33,982
-5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$42.9K
16,459
-7%
减持
BND
VANGUARD BD INDEX FDS
-$38.6K
14,983
-2%
增持
SCHX
SCHWAB STRATEGIC TR
+$37.7K
6,564
+0%
减持
VB
VANGUARD INDEX FDS
+$33.2K
2,419
-1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$33.2K
29,750
+2%
减持
SCHH
SCHWAB STRATEGIC TR
-$30.0K
44,941
-1%
增持
IVV
ISHARES TR
+$27.6K
565
+0%
减持
DUHP
DIMENSIONAL ETF TRUST
+$26.3K
21,019
-6%
减持
DFAT
DIMENSIONAL ETF TRUST
-$24.5K
25,336
-6%
增持
F
FORD MTR CO DEL
+$21.0K
13,886
+4%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$20.6K
10,207
+1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$20.2K
6,119
+8%
减持
VTIP
VANGUARD MALVERN FDS
-$15.3K
11,208
-4%
减持
ESGU
ISHARES TR
+$15.1K
4,573
-6%
减持
FYX
FIRST TR SML CP CORE ALPHA F
+$14.2K
9,848
-0%
减持
DFAS
DIMENSIONAL ETF TRUST
+$13.1K
20,667
-3%
增持
VNQ
VANGUARD INDEX FDS
-$10.9K
6,588
+0%
清仓
—
ALTERYX INC
-$9.7K
0
-100%
增持
SPTI
SPDR SER TR
-$5.8K
16,097
+0%
