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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 44
增持 75
减持 26
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL ETF TRUST
+$35.3M
1,821,303
+37%
增持
DFAI
DIMENSIONAL ETF TRUST
+$23.0M
2,425,472
+33%
增持
DFUV
DIMENSIONAL ETF TRUST
+$16.3M
1,151,367
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。
+43%
增持
DFSV
DIMENSIONAL ETF TRUST
+$12.0M
1,133,699
+42%
增持
DFAE
DIMENSIONAL ETF TRUST
+$11.5M
1,469,146
+32%
增持
DFSD
DIMENSIONAL ETF TRUST
+$9.3M
565,845
+50%
增持
DFCF
DIMENSIONAL ETF TRUST
+$8.5M
846,867
+25%
增持
DFAR
DIMENSIONAL ETF TRUST
+$7.1M
749,134
+37%
增持
DFIV
DIMENSIONAL ETF TRUST
+$5.8M
467,443
+40%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.5M
11,938
增持
DUSB
DIMENSIONAL ETF TRUST
+$4.8M
239,012
+66%
增持
VTI
VANGUARD INDEX FDS
+$4.2M
54,126
+31%
增持
DFEV
DIMENSIONAL ETF TRUST
+$3.7M
270,486
+87%
增持
DFIS
DIMENSIONAL ETF TRUST
+$3.7M
381,079
+44%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.6M
806,952
+8%
增持
AAPL
APPLE INC
+$3.3M
62,570
+17%
增持
MSFT
MICROSOFT CORP
+$2.3M
12,589
+83%
建仓
ISRG
INTUITIVE SURGICAL INC
+$1.7M
3,509
增持
VXUS
VANGUARD STAR FDS
+$1.7M
79,733
+38%
建仓
AVUV
AMERICAN CENTY ETF TR
+$1.6M
16,926
增持
LLY
ELI LILLY & CO
+$1.5M
2,192
+374%
增持
AMZN
AMAZON COM INC
+$1.5M
17,902
+90%
增持
SPYM
SPDR SER TR
+$1.4M
25,973
+399%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$1.3M
12,322
增持
TSLA
TESLA INC
+$1.2M
7,411
+99%
增持
VUG
VANGUARD INDEX FDS
+$1.1M
4,536
+178%
增持
META
META PLATFORMS INC
+$1.1M
4,549
+50%
增持
SPTM
SPDR SER TR
+$959.8K
17,875
+305%
建仓
USFR
WISDOMTREE TR
+$872.8K
17,380
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$801.5K
27,532
减持
CAT
CATERPILLAR INC
-$751.6K
1,640
-61%
增持
NVDA
NVIDIA CORPORATION
+$746.6K
27,528
+31%
建仓
SPYV
SPDR SER TR
+$721.4K
13,646
增持
VEA
VANGUARD TAX-MANAGED FDS
+$714.7K
33,455
+57%
建仓
UDI
USCF ETF TR
+$707.6K
23,657
增持
VTV
VANGUARD INDEX FDS
+$681.8K
10,313
+48%
建仓
VTEB
VANGUARD MUN BD FDS
+$676.2K
13,228
建仓
BIDU
BAIDU INC
+$649.1K
6,165
增持
VNQ
VANGUARD INDEX FDS
+$633.7K
13,449
+67%
建仓
NULG
NUSHARES ETF TR
+$614.9K
7,441
建仓
VTEC
VANGUARD CALIF TAX FREE FDS
+$608.3K
6,000
增持
SGOV
ISHARES TR
+$601.3K
28,970
+26%
建仓
IWF
ISHARES TR
+$583.2K
1,554
建仓
PG
PROCTER AND GAMBLE CO
+$578.5K
3,340
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$538.4K
30,445
+45%
增持
HD
HOME DEPOT INC
+$460.8K
1,670
+166%
增持
NFLX
NETFLIX INC
+$445.6K
1,596
+57%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$437.3K
0
-100%
建仓
VBR
VANGUARD INDEX FDS
+$419.7K
2,090
建仓
SUB
ISHARES TR
+$419.7K
3,952
增持
VOO
VANGUARD INDEX FDS
+$400.5K
7,051
+6%
建仓
ARDX
ARDELYX INC
+$396.4K
57,539
增持
BSV
VANGUARD BD INDEX FDS
+$395.6K
10,159
+93%
建仓
SBUX
STARBUCKS CORP
+$390.8K
4,009
减持
DFIP
DIMENSIONAL ETF TRUST
-$378.1K
47,905
-19%
增持
IJH
ISHARES TR
+$375.8K
9,781
+145%
建仓
DOW
DOW INC
+$374.6K
6,857
建仓
AOA
ISHARES TR
+$371.5K
4,708
减持
SCHB
SCHWAB STRATEGIC TR
-$371.2K
7,567
-46%
增持
IVV
ISHARES TR
+$368.9K
1,491
+66%
建仓
MDYG
SPDR SER TR
+$356.7K
4,065
增持
IWD
ISHARES TR
+$354.3K
3,759
+83%
建仓
BCBP
BCB BANCORP INC
+$345.5K
28,000
建仓
VXF
VANGUARD INDEX FDS
+$337.3K
1,854
建仓
VUSB
VANGUARD BD INDEX FDS
+$335.9K
6,725
建仓
QCOM
QUALCOMM INC
+$312.5K
1,838
建仓
NAVI
NAVIENT CORPORATION
+$300.9K
19,299
建仓
SHOP
SHOPIFY INC
+$300.3K
3,747
清仓
DEED
FIRST TR EXCHNG TRADED FD VI
-$296.9K
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$287.6K
0
-100%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$287.2K
1,038
清仓
DELL
DELL TECHNOLOGIES INC
-$283.7K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$281.3K
2,566
+106%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$277.9K
0
-100%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$269.5K
2,140
增持
JNJ
JOHNSON & JOHNSON
+$255.1K
2,820
+104%
建仓
ALL
ALLSTATE CORP
+$253.2K
1,335
建仓
XLK
SELECT SECTOR SPDR TR
+$250.2K
1,108
增持
UNH
UNITEDHEALTH GROUP INC
+$250.1K
1,518
+21%
建仓
IWM
ISHARES TR
+$248.8K
1,126
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$242.7K
4,765
建仓
DFNM
DIMENSIONAL ETF TRUST
+$239.8K
4,940
增持
GOOGL
ALPHABET INC
+$235.6K
7,434
+36%
建仓
CMCSA
COMCAST CORP NEW
+$228.7K
5,476
建仓
ITOT
ISHARES TR
+$224.3K
1,786
建仓
PANW
PALO ALTO NETWORKS INC
+$222.5K
651
增持
VB
VANGUARD INDEX FDS
+$222.4K
4,777
+14%
建仓
ADBE
ADOBE INC
+$221.6K
428
建仓
J
JACOBS SOLUTIONS INC
+$221.2K
1,690
建仓
XT
ISHARES TR
+$218.3K
3,585
增持
—
EXXON MOBIL CORP
+$216.4K
5,967
+42%
建仓
—
AGILON HEALTH INC
+$215.0K
54,711
增持
COST
COSTCO WHSL CORP NEW
+$211.9K
1,016
+25%
建仓
AMGN
AMGEN INC
+$209.6K
651
增持
AVGO
BROADCOM INC
+$202.5K
4,564
+1154%
建仓
BAC
BANK AMERICA CORP
+$202.4K
5,101
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$191.4K
12,387
+23%
增持
DFCA
DIMENSIONAL ETF TRUST
+$146.2K
16,245
+20%
增持
ABBV
ABBVIE INC
+$136.8K
1,796
+41%
增持
QQQ
INVESCO QQQ TR
+$129.3K
7,297
+2%
减持
EMXC
ISHARES INC
-$128.3K
7,296
-25%
减持
BND
VANGUARD BD INDEX FDS
-$127.3K
26,165
-10%
增持
MA
MASTERCARD INCORPORATED
+$127.2K
813
+31%
增持
ORCL
ORACLE CORP
+$127.0K
3,111
+9%
增持
RTX
RTX CORPORATION
+$124.0K
4,297
+9%
增持
MUB
ISHARES TR
+$115.6K
3,320
+44%
增持
DFIC
DIMENSIONAL ETF TRUST
+$110.3K
58,091
+0%
增持
GOOG
ALPHABET INC
+$107.7K
4,746
+27%
增持
KO
COCA COLA CO
+$107.0K
4,715
+29%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$106.8K
9,239
-2%
减持
LPLA
LPL FINL HLDGS INC
-$103.5K
2,205
-0%
增持
—
SPOTIFY TECHNOLOGY S A
+$97.3K
1,210
+9%
减持
IEFA
ISHARES TR
-$90.0K
3,847
-28%
增持
V
VISA INC
+$88.1K
1,625
+19%
增持
LQD
ISHARES TR
+$81.8K
2,673
+30%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$76.0K
6,053
-23%
增持
SPY
SPDR S&P 500 ETF TR
+$73.4K
1,133
+7%
增持
VFQY
VANGUARD WELLINGTON FD
+$70.8K
2,430
+18%
增持
CRM
SALESFORCE INC
+$70.7K
1,934
+8%
增持
—
BLACKROCK INC
+$66.2K
360
+3%
减持
AGG
ISHARES TR
-$63.3K
2,541
-23%
增持
JPM
JPMORGAN CHASE & CO.
+$61.2K
1,493
+19%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$53.5K
29,016
-5%
减持
DFAS
DIMENSIONAL ETF TRUST
+$52.7K
16,489
-3%
减持
SCHH
SCHWAB STRATEGIC TR
-$46.8K
37,167
-18%
减持
SHV
ISHARES TR
-$45.6K
6,657
-6%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$43.9K
784
+7%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$43.4K
464
+12%
减持
DFEM
DIMENSIONAL ETF TRUST
+$43.2K
30,573
-0%
减持
DFAT
DIMENSIONAL ETF TRUST
+$42.8K
18,764
-3%
减持
F
FORD MTR CO
-$41.9K
15,073
-6%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$33.0K
42,227
-6%
增持
CVX
CHEVRON CORP NEW
-$32.4K
4,164
+1%
增持
DFAW
DIMENSIONAL ETF TRUST
+$27.6K
6,989
+0%
增持
SPTI
SPDR SER TR
+$25.4K
16,413
+2%
增持
SCHX
SCHWAB STRATEGIC TR
+$25.1K
6,830
+0%
减持
FYX
FIRST TR SML CP CORE ALPHA F
-$25.0K
8,257
-12%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$21.9K
28,820
+0%
建仓
NRGV
ENERGY VAULT HOLDINGS INC
+$21.6K
22,528
减持
BNDX
VANGUARD CHARLOTTE FDS
-$18.5K
9,807
-7%
减持
ESGU
ISHARES TR
+$18.5K
4,154
-2%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$18.2K
13,854
-13%
增持
KLAC
KLA CORP
-$17.5K
678
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$15.1K
2,779
+2%
减持
KFY
KORN FERRY
+$12.5K
4,700
-7%
增持
VTIP
VANGUARD MALVERN FDS
+$10.0K
9,826
+1%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$8.3K
13,132
-2%
增持
MRK
MERCK & CO INC
+$8.2K
8,063
+10%
减持
DUHP
DIMENSIONAL ETF TRUST
+$4.6K
14,585
-5%
减持
SCHD
SCHWAB STRATEGIC TR
+$2.9K
2,592
-7%
