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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 69
增持 63
减持 9
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL ETF TRUST
+$34.4M
2,316,725
+27%
增持
DFUV
DIMENSIONAL ETF TRUST
+$14.2M
1,518,933
+32%
增持
DFAI
DIMENSIONAL ETF TRUST
+$14.0M
3,120,221
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。
+29%
增持
DFSD
DIMENSIONAL ETF TRUST
+$10.9M
809,302
+43%
增持
DFSV
DIMENSIONAL ETF TRUST
+$10.5M
1,474,428
+30%
增持
DUSB
DIMENSIONAL ETF TRUST
+$7.6M
389,346
+63%
增持
DFCF
DIMENSIONAL ETF TRUST
+$7.1M
1,059,408
+25%
增持
DFAE
DIMENSIONAL ETF TRUST
+$5.9M
1,820,815
+24%
增持
VTI
VANGUARD INDEX FDS
+$5.7M
72,492
+34%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.5M
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$5.4M
178,556
+124%
增持
AAPL
APPLE INC
+$4.2M
75,023
+20%
增持
DFIV
DIMENSIONAL ETF TRUST
+$4.0M
614,910
+32%
增持
DFAR
DIMENSIONAL ETF TRUST
+$3.4M
970,364
+30%
增持
DFEV
DIMENSIONAL ETF TRUST
+$3.2M
414,055
+53%
增持
NVDA
NVIDIA CORPORATION
+$2.3M
41,973
+52%
增持
VUG
VANGUARD INDEX FDS
+$2.3M
9,771
+115%
增持
DFIS
DIMENSIONAL ETF TRUST
+$2.2M
505,121
+33%
增持
TSLA
TESLA INC
+$2.0M
9,873
+33%
增持
AMZN
AMAZON COM INC
+$2.0M
24,153
+35%
增持
GOOGL
ALPHABET INC
+$1.9M
16,406
+121%
增持
BND
VANGUARD BD INDEX FDS
+$1.7M
50,896
+95%
增持
SGOV
ISHARES TR
+$1.6M
45,460
+57%
清仓
AVUV
AMERICAN CENTY ETF TR
-$1.6M
0
-100%
增持
VXF
VANGUARD INDEX FDS
+$1.5M
9,530
+414%
建仓
VYM
VANGUARD WHITEHALL FDS
+$1.4M
11,206
增持
MSFT
MICROSOFT CORP
+$1.3M
16,009
+27%
增持
VTV
VANGUARD INDEX FDS
+$1.3M
18,232
+77%
建仓
SCHW
SCHWAB CHARLES CORP
+$1.2M
16,346
增持
GOOG
ALPHABET INC
+$1.1M
10,044
+112%
增持
AVGO
BROADCOM INC
+$1.0M
7,829
+72%
增持
LQD
ISHARES TR
+$1.0M
12,193
+356%
增持
VBR
VANGUARD INDEX FDS
+$891.0K
6,614
+216%
增持
SCHD
SCHWAB STRATEGIC TR
+$875.3K
40,059
+1445%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$873.8K
52,920
+74%
增持
JNJ
JOHNSON & JOHNSON
+$840.5K
8,972
+218%
建仓
SHY
ISHARES TR
+$828.2K
10,103
建仓
LRCX
LAM RESEARCH CORP
+$816.8K
11,308
减持
DFIP
DIMENSIONAL ETF TRUST
-$783.8K
30,665
-36%
减持
DFAC
DIMENSIONAL ETF TRUST
-$773.8K
777,582
-4%
增持
QQQ
INVESCO QQQ TR
+$764.0K
8,461
+16%
建仓
IJR
ISHARES TR
+$760.3K
6,599
建仓
BOXX
EA SERIES TRUST
+$742.7K
6,735
增持
VOO
VANGUARD INDEX FDS
+$739.7K
8,278
+17%
清仓
UDI
USCF ETF TR
-$707.6K
0
-100%
建仓
ITDF
ISHARES TR
+$675.6K
21,606
清仓
NULG
NUSHARES ETF TR
-$614.9K
0
-100%
建仓
DFSU
DIMENSIONAL ETF TRUST
+$590.7K
15,585
建仓
SHYG
ISHARES TR
+$584.7K
13,721
增持
MUB
ISHARES TR
+$561.2K
8,652
+161%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$555.6K
6,946
建仓
SCHP
SCHWAB STRATEGIC TR
+$530.9K
20,553
建仓
BLK
BLACKROCK INC
+$522.6K
510
建仓
FLRN
SPDR SER TR
+$499.9K
16,268
建仓
VO
VANGUARD INDEX FDS
+$488.2K
1,848
增持
COST
COSTCO WHSL CORP NEW
+$467.3K
1,493
+47%
增持
BSV
VANGUARD BD INDEX FDS
+$464.3K
16,354
+61%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$463.8K
6,133
增持
META
META PLATFORMS INC
+$462.1K
5,237
+15%
增持
NFLX
NETFLIX INC
+$460.8K
1,787
+12%
建仓
PEP
PEPSICO INC
+$451.4K
2,969
增持
SPY
SPDR S&P 500 ETF TR
+$444.5K
1,868
+65%
增持
VNQ
VANGUARD INDEX FDS
+$436.8K
19,612
+46%
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$423.3K
2,294
增持
V
VISA INC
+$421.9K
2,748
+69%
减持
DFAT
DIMENSIONAL ETF TRUST
-$417.8K
11,248
-40%
建仓
FLTR
VANECK ETF TRUST
+$414.5K
16,285
建仓
GLD
SPDR GOLD TR
+$412.3K
1,703
增持
ORCL
ORACLE CORP
+$399.6K
5,579
+79%
增持
JPM
JPMORGAN CHASE & CO.
+$398.8K
2,977
+99%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$389.0K
5,752
+169%
建仓
SCMB
SCHWAB STRATEGIC TR
+$381.1K
14,839
建仓
WMT
WALMART INC
+$366.1K
4,051
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$363.6K
4,530
增持
VUSB
VANGUARD BD INDEX FDS
+$357.9K
13,982
+108%
建仓
IEMG
ISHARES INC
+$350.6K
6,714
建仓
PNC
PNC FINL SVCS GROUP INC
+$345.8K
1,793
建仓
DHR
DANAHER CORPORATION
+$343.0K
1,494
增持
SHV
ISHARES TR
+$342.4K
9,798
+47%
清仓
—
BLACKROCK INC
-$341.6K
0
-100%
建仓
DGRO
ISHARES TR
+$340.7K
5,554
增持
XLK
SELECT SECTOR SPDR TR
+$313.9K
2,426
+119%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$310.9K
7,774
增持
CVX
CHEVRON CORP NEW
+$310.8K
6,380
+53%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$308.6K
12,412
增持
SPYV
SPDR SER TR
+$307.2K
20,113
+47%
建仓
CSCO
CISCO SYS INC
+$305.8K
5,166
清仓
NAVI
NAVIENT CORPORATION
-$300.9K
0
-100%
建仓
IJJ
ISHARES TR
+$300.7K
2,406
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$300.3K
13,960
+6%
增持
VB
VANGUARD INDEX FDS
+$295.7K
5,946
+24%
建仓
LOW
LOWES COS INC
+$291.6K
1,181
增持
IJH
ISHARES TR
+$287.2K
14,392
+47%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$287.2K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$286.0K
813
增持
SCHB
SCHWAB STRATEGIC TR
+$284.2K
34,694
+358%
建仓
SPSM
SPDR SER TR
+$279.3K
6,218
建仓
SDY
SPDR SER TR
+$272.2K
2,061
建仓
ESGV
VANGUARD WORLD FD
+$271.8K
2,591
建仓
APD
AIR PRODS & CHEMS INC
+$267.4K
922
建仓
VOE
VANGUARD INDEX FDS
+$266.2K
1,646
建仓
GS
GOLDMAN SACHS GROUP INC
+$266.0K
465
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$263.9K
2,246
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$263.0K
4,535
清仓
AGG
ISHARES TR
-$257.3K
0
-100%
建仓
FISV
FISERV INC
+$257.0K
1,251
增持
CRM
SALESFORCE INC
+$251.2K
2,335
+21%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$250.8K
482
建仓
LMT
LOCKHEED MARTIN CORP
+$250.6K
516
建仓
CVS
CVS HEALTH CORP
+$248.4K
5,534
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$245.3K
1,116
增持
SCHX
SCHWAB STRATEGIC TR
+$240.5K
30,366
+345%
建仓
VGT
VANGUARD WORLD FD
+$239.7K
386
建仓
HON
HONEYWELL INTL INC
+$238.9K
1,058
建仓
HYLB
DBX ETF TR
+$237.3K
6,577
建仓
AMAT
APPLIED MATLS INC
+$235.8K
1,450
建仓
MCD
MCDONALDS CORP
+$229.1K
790
建仓
WFC
WELLS FARGO CO NEW
+$228.5K
3,253
建仓
ABT
ABBOTT LABS
+$228.3K
2,018
建仓
IEF
ISHARES TR
+$225.9K
2,443
建仓
T
AT&T INC
+$224.7K
9,870
清仓
J
JACOBS SOLUTIONS INC
-$221.2K
0
-100%
建仓
FNDA
SCHWAB STRATEGIC TR
+$220.5K
7,425
建仓
SCHF
SCHWAB STRATEGIC TR
+$219.9K
11,888
建仓
FTEC
FIDELITY COVINGTON TRUST
+$219.8K
1,189
建仓
DIS
DISNEY WALT CO
+$218.5K
1,962
建仓
SLM
SLM CORP
+$218.1K
7,908
建仓
AXP
AMERICAN EXPRESS CO
+$217.8K
734
建仓
ANET
ARISTA NETWORKS INC
+$217.0K
1,963
建仓
XLV
SELECT SECTOR SPDR TR
+$214.9K
1,562
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$214.7K
1,087
建仓
KOMP
SPDR SER TR
+$211.2K
4,155
建仓
PYPL
PAYPAL HLDGS INC
+$207.8K
2,435
建仓
BIL
SPDR SER TR
+$205.8K
2,251
建仓
TJX
TJX COS INC NEW
+$202.7K
1,678
减持
LPLA
LPL FINL HLDGS INC
+$202.4K
2,191
-1%
建仓
RSG
REPUBLIC SVCS INC
+$202.4K
1,006
增持
HD
HOME DEPOT INC
+$202.2K
2,260
+35%
建仓
PFN
PIMCO INCOME STRATEGY FD II
+$201.1K
26,995
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$194.8K
3,590
+40%
增持
MA
MASTERCARD INCORPORATED
+$192.0K
1,127
+39%
减持
DFAS
DIMENSIONAL ETF TRUST
-$178.6K
13,689
-17%
增持
SHOP
SHOPIFY INC
+$171.5K
4,437
+18%
增持
ISRG
INTUITIVE SURGICAL INC
+$170.8K
3,630
+3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$151.9K
30,401
+10%
减持
EMXC
ISHARES INC
-$145.8K
5,411
-26%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$144.7K
26,603
-8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$144.2K
4,969
+79%
减持
PG
PROCTER AND GAMBLE CO
-$143.9K
2,592
-22%
减持
SCHH
SCHWAB STRATEGIC TR
-$143.8K
34,064
-8%
