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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 54
增持 49
减持 32
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
+$32.3M
3,095,429
+7%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$20.1M
559,179
+116%
增持
DFLV
DIMENSIONAL US LARGE CAP VALUE ETF
+$15.8M
981,440
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。
+105%
减持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
-$15.8M
954,172
-30%
减持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-$13.6M
308,301
-59%
减持
DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
-$13.5M
782,502
-40%
增持
VUG
VANGUARD GROWTH ETF
+$10.3M
46,037
+73%
增持
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
+$8.6M
439,088
+107%
减持
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
-$6.2M
2,804,100
-15%
增持
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
+$5.6M
1,192,294
+10%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$5.3M
1,352,097
+10%
增持
AVGO
BROADCOM INC COM
+$4.7M
20,576
+278%
增持
DUSB
DIMENSIONAL ULTRASHORT FIXED INCOME ETF
+$4.0M
608,625
+15%
建仓
QQQ
INVESCO QQQ TRUST SERIES I
+$3.7M
6,684
增持
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
+$3.7M
139,825
+137%
增持
MSFT
MICROSOFT CORP COM
+$3.4M
25,057
+4%
增持
DFIS
DIMENSIONAL INTERNATIONAL SMALL CAP ETF
+$3.3M
636,289
+5%
减持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$3.2M
1,971,067
-5%
减持
DFEV
DIMENSIONAL EMERGING MARKETS VALUE ETF
-$3.1M
239,147
-37%
建仓
LIF
LIFE360 INC COM
+$2.6M
39,726
减持
NVDA
NVIDIA CORPORATION COM
+$2.6M
55,155
-2%
建仓
HWM
HOWMET AEROSPACE INC COM
+$2.1M
11,190
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$2.0M
85,817
-24%
减持
DFAR
DIMENSIONAL US REAL ESTATE ETF
-$1.7M
1,054,361
-5%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$1.6M
22,026
+106%
增持
AMZN
AMAZON COM INC COM
+$1.3M
32,782
+6%
减持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
-$1.2M
14,865
-75%
增持
META
META PLATFORMS INC CL A
+$1.2M
6,170
+5%
增持
AAPL
APPLE INC COM
-$1.1M
103,964
+3%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$1.1M
29,832
-26%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.1M
27,635
+12%
增持
NFLX
NETFLIX INC COM
+$969.7K
2,096
+6%
减持
VTV
VANGUARD VALUE ETF
-$958.9K
15,382
-28%
建仓
RTX
RTX CORPORATION COM
+$921.1K
6,308
减持
HUBS
HUBSPOT INC COM
-$779.6K
1,272
-51%
增持
ORCL
ORACLE CORP COM
+$756.9K
7,614
+17%
减持
DFIP
DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF
-$705.8K
10,989
-60%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$680.2K
68,643
-12%
建仓
ECL
ECOLAB INC COM
+$648.8K
2,408
增持
CAT
CATERPILLAR INC COM
+$648.1K
3,114
+83%
建仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$583.1K
19,963
增持
JPM
JPMORGAN CHASE & CO. COM
+$579.8K
4,519
+52%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$542.1K
164,721
-6%
增持
WMT
WALMART INC COM
+$522.2K
10,460
+83%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$521.6K
9,761
-36%
减持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
-$497.5K
592,957
-10%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$478.6K
6,400
+37%
增持
HD
HOME DEPOT INC COM
+$462.9K
14,778
+9%
建仓
GS
GOLDMAN SACHS GROUP INC COM
+$444.9K
629
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$437.1K
4,085
-38%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$433.5K
26,622
+52%
增持
VB
VANGUARD SMALL-CAP ETF
+$432.3K
9,013
+17%
减持
QQQM
INVESCO NASDAQ 100 ETF
+$427.5K
13,596
-1%
减持
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
-$424.6K
14,549
-55%
清仓
MUB
ISHARES TR
-$417.7K
0
-100%
增持
MA
MASTERCARD INCORPORATED CL A
+$408.5K
1,924
+57%
建仓
INTU
INTUIT COM
+$407.6K
518
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$394.8K
12,815
+3%
增持
—
SPOTIFY TECHNOLOGY S A SHS
+$394.7K
1,343
+16%
增持
LLY
ELI LILLY & CO COM
+$379.9K
3,019
+26%
增持
VTEC
VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
+$377.5K
12,418
+46%
增持
DFCA
DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF
+$373.9K
33,291
+30%
增持
V
VISA INC COM CL A
+$373.0K
3,958
+34%
清仓
PNC
PNC FINL SVCS GROUP INC
-$371.4K
0
-100%
建仓
MS
MORGAN STANLEY COM NEW
+$370.7K
2,632
增持
JNJ
JOHNSON & JOHNSON COM
+$369.8K
10,752
+40%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$369.3K
11,275
+182%
减持
UCON
FIRST TRUST SMITH UNCONSTRAINED BOND ETF
-$362.3K
9,610
-60%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$361.0K
1,594
建仓
C
CITIGROUP INC COM NEW
+$360.2K
4,231
建仓
VRSK
VERISK ANALYTICS INC COM
+$358.8K
1,152
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$354.0K
17,772
-51%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$353.4K
28,361
+24%
清仓
FNDA
SCHWAB STRATEGIC TR
-$350.8K
0
-100%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$346.2K
927
+87%
减持
SCHH
SCHWAB U.S. REIT ETF
-$326.3K
21,407
-41%
减持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
-$325.4K
9,790
-40%
清仓
EMXC
ISHARES INC
-$313.2K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP COM
+$307.0K
1,443
建仓
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$288.1K
7,199
建仓
VV
VANGUARD LARGE-CAP ETF
+$287.0K
1,006
建仓
DE
DEERE & CO COM
+$286.6K
564
建仓
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$285.3K
2,838
建仓
VOOG
VANGUARD S&P 500 GROWTH ETF
+$284.5K
718
建仓
MSTR
MICROSTRATEGY INC CL A NEW
+$283.8K
702
建仓
VTES
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF
+$283.1K
2,805
建仓
MGC
VANGUARD MEGA CAP ETF
+$282.5K
1,256
减持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$281.9K
4,626
-55%
建仓
O
REALTY INCOME CORP COM
+$280.9K
4,877
建仓
ONEQ
FIDELITY NASDAQ COMPOSITE INDEX ETF
+$276.7K
3,455
清仓
FISV
FISERV INC
-$276.0K
0
-100%
减持
TSLA
TESLA INC COM
+$275.4K
8,143
-9%
建仓
UBER
UBER TECHNOLOGIES INC COM
+$271.3K
2,908
建仓
FALN
ISHARES FALLEN ANGELS USD BOND ETF
+$269.0K
9,910
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$264.8K
6,004
+70%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$261.8K
0
-100%
建仓
JAAA
JANUS HENDERSON AAA CLO ETF
+$261.8K
5,159
清仓
ALL
ALLSTATE CORP
-$261.4K
0
-100%
建仓
FTSL
FIRST TRUST SENIOR LOAN FUND
+$260.7K
5,680
减持
PYPL
PAYPAL HLDGS INC COM
-$259.4K
4,078
-53%
建仓
BA
BOEING CO COM
+$258.1K
1,232
清仓
NOW
SERVICENOW INC
-$257.2K
0
-100%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$256.6K
2,404
+41%
建仓
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
+$255.1K
7,728
建仓
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$253.8K
2,131
清仓
AGG
ISHARES TR
-$252.4K
0
-100%
增持
GOOG
ALPHABET INC CAP STK CL C
+$250.5K
11,391
+1%
增持
BAC
BANK AMERICA CORP COM
+$250.3K
11,687
+61%
建仓
PM
PHILIP MORRIS INTL INC COM
+$248.8K
1,366
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$248.0K
2,311
-38%
建仓
BMY
BRISTOL-MYERS SQUIBB CO COM
+$245.4K
5,300
清仓
DOW
DOW INC
-$243.6K
0
-100%
增持
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
+$239.4K
9,245
+103%
建仓
PWZ
INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF
+$239.0K
10,240
建仓
EMR
EMERSON ELEC CO COM
+$238.0K
1,785
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$237.3K
12,952
+0%
建仓
—
ROYAL CARIBBEAN GROUP COM
+$235.1K
751
建仓
—
CHUBB LIMITED COM
+$235.0K
811
建仓
—
LINDE PLC SHS
+$234.2K
499
建仓
VOT
VANGUARD MID-CAP GROWTH ETF
+$233.4K
821
增持
GE
GE AEROSPACE COM NEW
+$233.0K
1,861
+51%
建仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$231.2K
3,616
建仓
TDG
TRANSDIGM GROUP INC COM
+$228.1K
150
建仓
ADP
AUTOMATIC DATA PROCESSING INC COM
+$227.4K
737
清仓
DFSE
DIMENSIONAL ETF TRUST
-$227.0K
0
-100%
建仓
KOMP
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
+$225.9K
4,155
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$224.0K
816
-48%
清仓
XLV
SELECT SECTOR SPDR TR
-$223.1K
0
-100%
建仓
MMM
3M CO COM
+$223.1K
1,465
建仓
MET
METLIFE INC COM
+$222.4K
2,765
增持
UNH
UNITEDHEALTH GROUP INC COM
-$220.8K
1,693
+18%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$219.6K
7,836
+5%
建仓
ITW
ILLINOIS TOOL WKS INC COM
+$212.9K
861
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$209.6K
5,307
建仓
GEV
GE VERNOVA INC COM
+$209.6K
396
建仓
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$208.5K
1,140
建仓
GILD
GILEAD SCIENCES INC COM
+$207.5K
1,871
清仓
USMV
ISHARES TR
-$206.3K
0
-100%
增持
AXP
AMERICAN EXPRESS CO COM
+$206.3K
1,331
+64%
清仓
UPS
UNITED PARCEL SERVICE INC
-$205.6K
0
-100%
建仓
CTAS
CINTAS CORP COM
+$205.5K
922
建仓
—
ACCENTURE PLC IRELAND SHS CLASS A
+$204.8K
685
建仓
DFSB
DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF
+$204.6K
3,902
建仓
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$204.2K
2,549
清仓
PFN
PIMCO INCOME STRATEGY FD II
-$203.5K
0
-100%
建仓
WMB
WILLIAMS COS INC COM
+$202.7K
3,227
增持
IVV
ISHARES CORE S&P 500 ETF
+$201.9K
2,134
+7%
增持
CRM
SALESFORCE INC COM
+$201.3K
3,286
+27%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$199.8K
6,768
-38%
减持
—
AGILON HEALTH INC COM
-$194.4K
18,477
-66%
