小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 18
增持 65
减持 47
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL ETF TRUST
+$27.4M
2,893,839
+25%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$14.6M
478,614
增持
DFAS
DIMENSIONAL ETF TRUST
+$14.6M
259,222
+1794%
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
DFSD
DIMENSIONAL ETF TRUST
+$13.7M
1,085,893
+34%
增持
DFAI
DIMENSIONAL ETF TRUST
+$12.0M
3,302,605
+6%
减持
DFSV
DIMENSIONAL ETF TRUST
-$8.8M
1,297,883
-12%
增持
DFCF
DIMENSIONAL ETF TRUST
+$8.1M
1,233,190
+16%
增持
DFAE
DIMENSIONAL ETF TRUST
+$7.6M
2,078,756
+14%
增持
DUSB
DIMENSIONAL ETF TRUST
+$7.2M
530,007
+36%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.6M
12,430
增持
DUHP
DIMENSIONAL ETF TRUST
+$6.5M
212,007
+1353%
减持
DFUV
DIMENSIONAL ETF TRUST
-$6.1M
1,360,879
-10%
增持
VUG
VANGUARD INDEX FDS
+$5.9M
26,608
+172%
增持
BND
VANGUARD BD INDEX FDS
+$4.7M
113,231
+122%
清仓
QQQ
INVESCO QQQ TR
-$4.3M
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$4.1M
658,210
+7%
增持
HD
HOME DEPOT INC
+$4.1M
13,521
+498%
增持
DFAR
DIMENSIONAL ETF TRUST
+$3.8M
1,110,962
+14%
增持
AAPL
APPLE INC
+$3.7M
101,001
+35%
增持
DFIS
DIMENSIONAL ETF TRUST
+$3.3M
608,357
+20%
增持
MSFT
MICROSOFT CORP
+$2.3M
24,096
+51%
减持
DFAC
DIMENSIONAL ETF TRUST
-$2.3M
744,697
-4%
减持
TSLA
TESLA INC
-$1.7M
8,918
-10%
建仓
HUBS
HUBSPOT INC
+$1.5M
2,604
增持
VOO
VANGUARD INDEX FDS
+$1.4M
11,433
+38%
清仓
LQD
ISHARES TR
-$1.3M
0
-100%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.3M
58,953
+146%
减持
AVGO
BROADCOM INC
-$883.5K
5,449
-30%
减持
SCHW
SCHWAB CHARLES CORP
-$782.1K
5,463
-67%
增持
GOOGL
ALPHABET INC
+$713.9K
24,652
+50%
清仓
ITDF
ISHARES TR
-$675.6K
0
-100%
清仓
RTX
RTX CORPORATION
-$660.6K
0
-100%
增持
AMZN
AMAZON COM INC
+$605.2K
30,973
+28%
增持
VTV
VANGUARD INDEX FDS
+$590.8K
21,278
+17%
增持
DFSU
DIMENSIONAL ETF TRUST
+$562.5K
32,203
+107%
减持
DFEV
DIMENSIONAL ETF TRUST
-$551.5K
380,846
-8%
增持
DFAT
DIMENSIONAL ETF TRUST
+$550.9K
22,826
+103%
增持
VTI
VANGUARD INDEX FDS
+$533.9K
78,358
+8%
清仓
SCHP
SCHWAB STRATEGIC TR
-$530.9K
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
+$511.5K
12,903
-8%
减持
MUB
ISHARES TR
-$504.2K
3,947
-54%
减持
SGOV
ISHARES TR
-$504.1K
40,295
-11%
增持
NVDA
NVIDIA CORPORATION
+$501.3K
56,434
+34%
减持
ISRG
INTUITIVE SURGICAL INC
-$430.2K
2,957
-19%
增持
SCHD
SCHWAB STRATEGIC TR
+$388.2K
53,026
+32%
建仓
DFSI
DIMENSIONAL ETF TRUST
+$370.5K
10,620
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$363.6K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$356.2K
15,362
-22%
增持
PYPL
PAYPAL HLDGS INC
+$354.7K
8,621
+254%
清仓
DHR
DANAHER CORPORATION
-$343.0K
0
-100%
清仓
DGRO
ISHARES TR
-$340.7K
0
-100%
增持
META
META PLATFORMS INC
+$329.2K
5,891
+12%
增持
VUSB
VANGUARD BD INDEX FDS
+$321.9K
20,373
+46%
减持
VXUS
VANGUARD STAR FDS
+$316.2K
174,533
-2%
建仓
MGK
VANGUARD WORLD FD
+$306.3K
992
增持
DFCA
DIMENSIONAL ETF TRUST
+$303.0K
25,538
+33%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$293.3K
832
清仓
—
ACCENTURE PLC IRELAND
-$286.0K
0
-100%
增持
IEFA
ISHARES TR
+$281.9K
8,783
+61%
清仓
SPSM
SPDR SER TR
-$279.3K
0
-100%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$277.8K
13,781
-1%
增持
BSV
VANGUARD BD INDEX FDS
+$277.7K
19,691
+20%
增持
VB
VANGUARD INDEX FDS
+$274.9K
7,683
+29%
减持
LRCX
LAM RESEARCH CORP
-$273.6K
7,471
-34%
清仓
SDY
SPDR SER TR
-$272.2K
0
-100%
减持
IJH
ISHARES TR
-$271.7K
10,712
-26%
清仓
APD
AIR PRODS & CHEMS INC
-$267.4K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$266.2K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$266.0K
0
-100%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$263.9K
0
-100%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$263.0K
0
-100%
建仓
NOW
SERVICENOW INC
+$257.2K
323
建仓
AGG
ISHARES TR
+$252.4K
2,551
建仓
GE
GE AEROSPACE
+$246.1K
1,230
增持
NFLX
NETFLIX INC
+$244.3K
1,970
+10%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$237.1K
8,482
+41%
清仓
PANW
PALO ALTO NETWORKS INC
-$236.9K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$231.9K
56,583
+7%
减持
SPYM
SPDR SER TR
-$231.8K
24,742
-8%
建仓
SCHA
SCHWAB STRATEGIC TR
+$227.3K
9,702
建仓
DFSE
DIMENSIONAL ETF TRUST
+$227.0K
6,739
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$226.5K
23,007
-14%
清仓
IEF
ISHARES TR
-$225.9K
0
-100%
减持
IJR
ISHARES TR
-$225.0K
5,119
-22%
增持
IVV
ISHARES TR
+$222.7K
1,998
+31%
建仓
—
ASML HOLDING N V
+$220.7K
333
建仓
XLF
SELECT SECTOR SPDR TR
+$214.7K
4,311
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$214.7K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$211.9K
1,706
-30%
建仓
FNDX
SCHWAB STRATEGIC TR
+$211.8K
8,972
清仓
KOMP
SPDR SER TR
-$211.2K
0
-100%
建仓
NSC
NORFOLK SOUTHN CORP
+$210.3K
888
减持
GLD
SPDR GOLD TR
-$206.9K
713
-58%
增持
VTEB
VANGUARD MUN BD FDS
+$206.5K
17,570
+32%
建仓
USMV
ISHARES TR
+$206.3K
2,203
建仓
UPS
UNITED PARCEL SERVICE INC
+$205.6K
1,869
增持
COST
COSTCO WHSL CORP NEW
+$203.4K
1,659
+11%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$202.1K
3,992
增持
SCMB
SCHWAB STRATEGIC TR
+$194.1K
22,672
+53%
增持
BOXX
EA SERIES TRUST
+$179.8K
8,275
+23%
增持
CVX
CHEVRON CORP NEW
+$174.7K
6,568
+3%
增持
V
VISA INC
+$163.9K
2,946
+7%
增持
BCBP
BCB BANCORP INC
+$161.5K
50,000
+79%
减持
CAT
CATERPILLAR INC
-$155.2K
1,701
-14%
增持
GOOG
ALPHABET INC
-$142.6K
11,330
+13%
增持
DFIC
DIMENSIONAL ETF TRUST
+$140.9K
59,864
+2%
增持
WMT
WALMART INC
+$134.5K
5,701
+41%
增持
FNDA
SCHWAB STRATEGIC TR
+$130.2K
12,806
+72%
减持
SHOP
SHOPIFY INC
-$128.9K
3,591
-19%
减持
SPY
SPDR S&P 500 ETF TR
-$126.7K
1,731
-7%
增持
VO
VANGUARD INDEX FDS
+$126.7K
2,377
+29%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$125.0K
31,588
+4%
减持
SHV
ISHARES TR
-$113.7K
8,738
-11%
增持
PEP
PEPSICO INC
+$113.5K
3,767
+27%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$112.9K
3,042
-15%
增持
BIL
SPDR SER TR
+$109.6K
3,438
+53%
减持
BLK
BLACKROCK INC
-$108.2K
438
-14%
减持
LLY
ELI LILLY & CO
+$102.1K
2,388
-2%
增持
SCHF
SCHWAB STRATEGIC TR
+$101.1K
16,230
+37%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$100.7K
10,949
-15%
增持
IEMG
ISHARES INC
+$98.6K
8,323
+24%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$98.0K
39,128
-0%
减持
CVS
CVS HEALTH CORP
+$94.2K
5,057
-9%
增持
SPYV
SPDR SER TR
+$93.4K
21,970
+9%
减持
DOW
DOW INC
-$92.9K
6,976
-17%
减持
AMD
ADVANCED MICRO DEVICES INC
-$91.4K
4,952
-0%
减持
—
SPOTIFY TECHNOLOGY S A
+$90.5K
1,156
-5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$90.4K
8,846
+14%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$89.6K
4,921
-14%
减持
ITOT
ISHARES TR
-$87.0K
2,253
-21%
减持
FYX
FIRST TR SML CP CORE ALPHA F
-$87.0K
7,389
-1%
增持
CMCSA
COMCAST CORP NEW
+$86.6K
10,233
+32%
增持
CRM
SALESFORCE INC
-$85.9K
2,589
+11%
减持
IYW
ISHARES TR
-$84.0K
3,950
-1%
增持
DIS
DISNEY WALT CO
+$83.9K
3,064
+56%
减持
USFR
WISDOMTREE TR
-$80.7K
15,774
-9%
减持
UNH
UNITEDHEALTH GROUP INC
-$80.4K
1,430
-13%
增持
MA
MASTERCARD INCORPORATED
+$79.1K
1,227
+9%
增持
AMGN
AMGEN INC
+$79.1K
897
+17%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$77.0K
16,213
+3%
减持
VBR
VANGUARD INDEX FDS
-$77.0K
6,613
-0%
减持
DFIP
DIMENSIONAL ETF TRUST
-$76.4K
27,670
-10%
增持
ABT
ABBOTT LABS
+$71.3K
2,259
+12%
增持
SHY
ISHARES TR
+$71.0K
10,870
+8%
增持
KO
COCA COLA CO
+$70.8K
5,871
+5%
减持
ABBV
ABBVIE INC
+$70.3K
2,499
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$70.0K
4,666
-24%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$69.8K
24,304
-11%
减持
MOAT
VANECK ETF TRUST
-$68.9K
9,784
-2%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$66.4K
4,474
-28%
