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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 112 项
建仓 23
增持 61
减持 22
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL ETF TRUST
+$18.5M
1,325,891
+27%
增持
DFAI
DIMENSIONAL ETF TRUST
+$10.5M
1,822,264
+26%
增持
DFUV
DIMENSIONAL ETF TRUST
+$7.5M
807,512
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。
+36%
增持
DFAE
DIMENSIONAL ETF TRUST
+$6.7M
1,113,404
+25%
增持
DFSD
DIMENSIONAL ETF TRUST
+$5.6M
377,802
+46%
增持
DFSV
DIMENSIONAL ETF TRUST
+$5.5M
796,149
+37%
增持
AAPL
APPLE INC
+$4.8M
53,511
+41%
增持
DFCF
DIMENSIONAL ETF TRUST
+$4.3M
675,973
+19%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.7M
0
-100%
增持
DUSB
DIMENSIONAL ETF TRUST
+$3.4M
144,214
+87%
增持
VTI
VANGUARD INDEX FDS
+$3.1M
41,465
+35%
增持
DFAR
DIMENSIONAL ETF TRUST
+$2.9M
547,616
+33%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.7M
333,678
+32%
增持
DFEV
DIMENSIONAL ETF TRUST
+$1.7M
144,791
+68%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.7M
264,791
+38%
建仓
CAT
CATERPILLAR INC
+$1.4M
4,182
增持
QQQ
INVESCO QQQ TR
+$1.3M
7,163
+50%
减持
DFIP
DIMENSIONAL ETF TRUST
-$1.0M
58,859
-29%
增持
BND
VANGUARD BD INDEX FDS
+$1.0M
29,042
+94%
增持
DFAC
DIMENSIONAL ETF TRUST
+$961.9K
746,498
+3%
建仓
SCHB
SCHWAB STRATEGIC TR
+$874.6K
13,911
建仓
NFLX
NETFLIX INC
+$686.4K
1,017
建仓
DFCA
DIMENSIONAL ETF TRUST
+$677.1K
13,521
增持
MRK
MERCK & CO INC
+$646.5K
7,330
+271%
减持
VOO
VANGUARD INDEX FDS
-$590.0K
6,638
-18%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$589.1K
10,045
建仓
SPY
SPDR S&P 500 ETF TR
+$576.9K
1,060
增持
NVDA
NVIDIA CORPORATION
+$510.0K
21,017
+810%
建仓
CRM
SALESFORCE INC
+$458.7K
1,784
增持
AMZN
AMAZON COM INC
+$448.7K
9,413
+24%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$437.3K
7,880
增持
VXUS
VANGUARD STAR FDS
+$423.4K
57,645
+14%
建仓
BSV
VANGUARD BD INDEX FDS
+$403.8K
5,264
减持
DFAT
DIMENSIONAL ETF TRUST
-$378.0K
19,300
-24%
增持
VB
VANGUARD INDEX FDS
+$357.7K
4,177
+73%
建仓
KFY
KORN FERRY
+$341.1K
5,081
清仓
VGT
VANGUARD WORLD FD
-$339.4K
0
-100%
建仓
AGG
ISHARES TR
+$320.7K
3,304
增持
COST
COSTCO WHSL CORP NEW
+$299.7K
810
+53%
清仓
XLK
SELECT SECTOR SPDR TR
-$299.7K
0
-100%
建仓
SPTM
SPDR SER TR
+$292.5K
4,409
建仓
SCHF
SCHWAB STRATEGIC TR
+$287.6K
7,487
建仓
DELL
DELL TECHNOLOGIES INC
+$283.7K
2,057
增持
TSLA
TESLA INC
+$279.3K
3,723
+43%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$277.9K
6,097
建仓
VFQY
VANGUARD WELLINGTON FD
+$276.3K
2,061
建仓
MA
MASTERCARD INCORPORATED
+$274.3K
622
增持
AVGO
BROADCOM INC
+$273.2K
364
+55%
减持
DFAS
DIMENSIONAL ETF TRUST
-$271.6K
16,924
-18%
增持
VTV
VANGUARD INDEX FDS
+$270.3K
6,973
+34%
增持
GOOG
ALPHABET INC
+$248.0K
3,739
+30%
建仓
MUB
ISHARES TR
+$245.1K
2,300
增持
GOOGL
ALPHABET INC
+$236.2K
5,475
+9%
增持
META
META PLATFORMS INC
+$235.9K
3,033
+14%
建仓
IJH
ISHARES TR
+$233.8K
3,995
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$230.9K
20,986
+28%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$226.9K
1,243
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$226.6K
0
-100%
建仓
ABBV
ABBVIE INC
+$218.0K
1,271
建仓
SCHD
SCHWAB STRATEGIC TR
+$216.1K
2,780
减持
MNST
MONSTER BEVERAGE CORP NEW
-$213.3K
7,843
-23%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$210.6K
10,512
+72%
清仓
ADBE
ADOBE INC
-$208.4K
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$207.7K
13,339
+1%
清仓
PG
PROCTER AND GAMBLE CO
-$204.4K
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$202.0K
1,382
增持
MSFT
MICROSOFT CORP
+$199.6K
6,874
+1%
增持
IVV
ISHARES TR
+$194.3K
898
+59%
减持
DUHP
DIMENSIONAL ETF TRUST
-$172.1K
15,388
-27%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$133.6K
28,724
-15%
增持
IYW
ISHARES TR
+$113.8K
3,949
+11%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$113.7K
21,287
+14%
减持
HD
HOME DEPOT INC
-$109.0K
628
-26%
增持
VNQ
VANGUARD INDEX FDS
+$106.8K
8,077
+23%
增持
LLY
ELI LILLY & CO
+$89.7K
462
+9%
增持
KLAC
KLA CORP
+$84.3K
658
+0%
增持
—
EXXON MOBIL CORP
+$83.8K
4,196
+22%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$82.5K
15,911
-8%
增持
EMXC
ISHARES INC
+$79.4K
9,698
+13%
增持
V
VISA INC
+$77.2K
1,366
+36%
增持
ORCL
ORACLE CORP
+$74.2K
2,855
+9%
增持
UNH
UNITEDHEALTH GROUP INC
+$73.5K
1,252
+10%
减持
FYX
FIRST TR SML CP CORE ALPHA F
-$71.4K
9,361
-5%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$71.0K
9,426
-1%
增持
SGOV
ISHARES TR
+$66.0K
23,003
+3%
减持
VTIP
VANGUARD MALVERN FDS
-$62.2K
9,777
-13%
增持
DFEM
DIMENSIONAL ETF TRUST
+$59.1K
30,581
+3%
增持
—
SPOTIFY TECHNOLOGY S A
+$56.0K
1,111
+0%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$54.2K
45,035
+1%
减持
VUG
VANGUARD INDEX FDS
-$51.8K
1,631
-15%
增持
AMD
ADVANCED MICRO DEVICES INC
-$48.1K
2,718
+0%
减持
KO
COCA COLA CO
-$47.2K
3,642
-20%
增持
DFIC
DIMENSIONAL ETF TRUST
+$39.6K
57,984
+4%
减持
JPM
JPMORGAN CHASE & CO.
-$36.8K
1,254
-14%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$34.1K
30,402
+1%
增持
LPLA
LPL FINL HLDGS INC
+$33.9K
2,207
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$31.0K
6,823
+4%
增持
IWD
ISHARES TR
+$25.9K
2,058
+11%
增持
IEFA
ISHARES TR
+$20.9K
5,373
+8%
减持
ESGU
ISHARES TR
-$20.1K
4,238
-7%
减持
CVX
CHEVRON CORP NEW
-$19.5K
4,128
-2%
增持
SPYM
SPDR SER TR
+$19.2K
5,202
+2%
减持
—
BLACKROCK INC
-$18.7K
350
-1%
增持
F
FORD MTR CO DEL
+$16.7K
16,035
+15%
减持
ESGD
ISHARES TR
-$16.6K
3,757
-4%
增持
LQD
ISHARES TR
+$4.7K
2,055
+4%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$4.4K
413
+2%
增持
SCHH
SCHWAB STRATEGIC TR
-$4.3K
45,466
+1%
减持
SHV
ISHARES TR
-$3.2K
7,077
-0%
减持
DEED
FIRST TR EXCHNG TRADED FD VI
-$2.7K
14,392
-1%
增持
SPTI
SPDR SER TR
-$2.1K
16,115
+0%
减持
RTX
RTX CORPORATION
+$1.5K
3,950
-2%
