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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 49
增持 82
减持 16
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
+$123.0M
4,561,445
+47%
增持
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+$40.4M
3,779,194
+35%
增持
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
+$32.3M
1,857,715
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。
+56%
增持
DFLV
DIMENSIONAL US LARGE CAP VALUE ETF
+$32.0M
1,897,295
+93%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$31.1M
974,237
+74%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$30.7M
2,054,869
+52%
增持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$29.3M
2,739,217
+39%
增持
NVDA
NVIDIA CORPORATION COM
+$27.6M
194,692
+253%
增持
DUSB
DIMENSIONAL ULTRASHORT FIXED INCOME ETF
+$17.6M
955,780
+57%
增持
VUG
VANGUARD GROWTH ETF
+$15.7M
74,804
+62%
增持
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
+$13.8M
779,236
+77%
增持
DFAR
DIMENSIONAL US REAL ESTATE ETF
+$13.0M
1,582,489
+50%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$10.6M
780,394
+32%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$10.2M
94,729
+38%
增持
DFIS
DIMENSIONAL INTERNATIONAL SMALL CAP ETF
+$9.3M
893,588
+40%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$8.7M
511,049
+66%
增持
AAPL
APPLE INC COM
+$7.5M
113,252
+9%
增持
DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
+$4.9M
876,671
+12%
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$4.6M
1,005,619
+5%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$3.9M
68,324
+129%
增持
VOO
VANGUARD S&P 500 ETF
+$3.7M
15,793
+51%
清仓
LIF
LIFE360 INC COM
-$2.6M
0
-100%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$2.5M
76,534
+113%
增持
MSFT
MICROSOFT CORP COM
+$2.5M
28,962
+16%
增持
ORCL
ORACLE CORP COM
+$2.0M
13,195
+73%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$2.0M
28,096
+2%
增持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
+$1.9M
73,241
+393%
增持
VB
VANGUARD SMALL-CAP ETF
+$1.8M
15,641
+74%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$1.8M
109,288
+27%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$1.8M
22,916
+282%
增持
DFNM
DIMENSIONAL NATIONAL MUNICIPAL BOND ETF
+$1.8M
44,552
+504%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.4M
13,985
+23%
增持
AVGO
BROADCOM INC COM
+$1.3M
21,279
+3%
增持
TSLA
TESLA INC COM
+$1.3M
8,715
+7%
增持
VTV
VANGUARD VALUE ETF
+$1.2M
20,896
+36%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$1.2M
12,531
-43%
增持
DFEV
DIMENSIONAL EMERGING MARKETS VALUE ETF
+$1.1M
258,988
+8%
减持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$1.0M
2,444
-81%
增持
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
+$1.0M
29,107
+215%
增持
VTEC
VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
+$991.3K
22,085
+78%
增持
DFCA
DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF
+$968.1K
52,358
+57%
增持
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
+$871.0K
40,624
+179%
增持
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
+$860.6K
148,243
+6%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$773.0K
7,429
+11%
增持
JPM
JPMORGAN CHASE & CO. COM
+$768.3K
6,589
+46%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$731.0K
60,124
+18%
建仓
VOE
VANGUARD MID-CAP VALUE ETF
+$660.9K
3,786
建仓
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
+$646.9K
7,297
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$640.4K
25,973
+45%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$635.1K
16,456
+69%
增持
VUSB
VANGUARD ULTRA-SHORT BOND ETF
+$632.3K
32,645
+63%
建仓
—
UBS GROUP AG SHS
+$630.7K
15,384
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$630.6K
71,056
+44%
增持
VV
VANGUARD LARGE-CAP ETF
+$614.9K
2,930
+191%
增持
META
META PLATFORMS INC CL A
+$607.0K
7,027
+14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$582.0K
13,540
+6%
增持
VFQY
VANGUARD U.S. QUALITY FACTOR ETF
+$576.4K
6,022
+161%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$567.6K
11,733
+224%
建仓
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$553.0K
8,191
减持
SCMB
SCHWAB MUNICIPAL BOND ETF
-$543.2K
1,080
-95%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$509.6K
16,361
+67%
减持
HD
HOME DEPOT INC COM
-$502.1K
12,133
-18%
增持
CAT
CATERPILLAR INC COM
+$500.0K
3,582
+15%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$471.9K
14,404
+6%
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$471.6K
4,229
-50%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$465.2K
161,255
-2%
建仓
USB
US BANCORP DEL COM NEW
+$448.5K
9,279
增持
VO
VANGUARD MID-CAP ETF
+$445.7K
3,988
+54%
增持
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
+$432.2K
20,343
+26%
增持
RTX
RTX CORPORATION COM
+$422.0K
8,026
+27%
增持
ABBV
ABBVIE INC COM
+$405.6K
4,714
+28%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$386.6K
35,430
+79%
减持
BIDU
BAIDU INC SPON ADR REP A
-$379.8K
1,130
-82%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$376.6K
9,545
+13%
增持
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
+$365.6K
5,403
+79%
建仓
IWV
ISHARES RUSSELL 3000 ETF
+$362.6K
957
建仓
APP
APPLOVIN CORP COM CL A
+$357.8K
498
建仓
HOOD
ROBINHOOD MKTS INC COM CL A
+$356.1K
2,487
增持
DFSU
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
+$348.7K
34,932
+21%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$346.5K
6,682
+4%
建仓
PRF
INVESCO RAFI US 1000 ETF
+$339.0K
7,498
增持
COST
COSTCO WHSL CORP NEW COM
+$333.4K
2,154
+28%
建仓
MO
ALTRIA GROUP INC COM
+$330.1K
4,996
增持
AMZN
AMAZON COM INC COM
+$328.2K
34,250
+4%
增持
ANET
ARISTA NETWORKS INC COM SHS
+$325.3K
4,797
+31%
增持
SPY
SPDR S&P 500 ETF TRUST
+$324.1K
2,166
+20%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$323.0K
11,085
+13%
建仓
WPC
WP CAREY INC COM
+$321.8K
4,762
建仓
MNST
MONSTER BEVERAGE CORP NEW COM
+$321.2K
4,772
增持
IWM
ISHARES RUSSELL 2000 ETF
+$320.5K
3,076
+57%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$319.3K
2,924
-2%
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$312.9K
24,289
+15%
建仓
UNP
UNION PAC CORP COM
+$304.2K
1,287
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$302.5K
25,073
+10%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$299.2K
3,675
+59%
建仓
ALL
ALLSTATE CORP COM
+$296.9K
1,383
建仓
AVUS
AVANTIS U.S. EQUITY ETF
+$291.2K
2,679
建仓
DTD
WISDOMTREE U.S. TOTAL DIVIDEND FUND
+$287.8K
3,426
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$286.6K
2,443
-40%
建仓
ENB
ENBRIDGE INC COM
+$281.1K
5,571
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$278.5K
27,304
+54%
减持
CRM
SALESFORCE INC COM
-$273.9K
2,625
-20%
建仓
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$271.8K
1,060
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
-$268.9K
163
-94%
建仓
—
ASTRAZENECA PLC SPONSORED ADR
+$266.1K
3,468
减持
LRCX
LAM RESEARCH CORP COM NEW
+$264.4K
7,671
-2%
增持
NFLX
NETFLIX INC COM
+$263.6K
2,561
+22%
增持
PM
PHILIP MORRIS INTL INC COM
+$262.2K
3,150
+131%
清仓
JAAA
JANUS HENDERSON AAA CLO ETF
-$261.8K
0
-100%
清仓
FTSL
FIRST TRUST SENIOR LOAN FUND
-$260.7K
0
-100%
增持
CVX
CHEVRON CORP NEW COM
+$256.0K
8,701
+14%
建仓
PXF
INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF
+$256.0K
4,185
建仓
SCHP
SCHWAB US TIPS ETF
+$256.0K
9,498
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$255.7K
1,286
+58%
建仓
MPC
MARATHON PETE CORP COM
+$255.1K
1,324
建仓
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
+$252.3K
4,832
建仓
PNC
PNC FINL SVCS GROUP INC COM
+$252.0K
1,254
减持
VRSK
VERISK ANALYTICS INC COM
-$249.4K
435
-62%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$248.3K
7,157
+30%
增持
AXP
AMERICAN EXPRESS CO COM
+$247.2K
2,023
+52%
建仓
CEG
CONSTELLATION ENERGY CORP COM
+$242.8K
738
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$242.2K
3,726
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$242.0K
9,372
+103%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$241.6K
5,500
建仓
ADI
ANALOG DEVICES INC COM
+$238.3K
970
建仓
XEVGX
EATON VANCE SHORT DURATION DIV COM
+$234.6K
20,725
建仓
APH
AMPHENOL CORP NEW CL A
+$233.9K
1,890
建仓
PSX
PHILLIPS 66 COM
+$233.7K
1,718
建仓
ZION
ZIONS BANCORPORATION N A COM
+$232.2K
4,104
建仓
RF
REGIONS FINANCIAL CORP NEW COM
+$232.1K
8,802
建仓
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$232.0K
2,475
建仓
TRV
TRAVELERS COMPANIES INC COM
+$231.7K
830
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$226.8K
30,187
+6%
建仓
AFL
AFLAC INC COM
+$226.5K
2,027
建仓
HIG
HARTFORD INSURANCE GROUP INC COM
+$219.8K
1,648
建仓
TMUS
T-MOBILE US INC COM
+$216.8K
906
建仓
GM
GENERAL MTRS CO COM
+$215.0K
3,527
建仓
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$213.3K
5,395
减持
INTU
INTUIT COM
-$209.6K
290
-44%
建仓
PGR
PROGRESSIVE CORP COM
+$209.0K
846
建仓
—
EATON CORP PLC SHS
+$208.8K
558
建仓
AMP
AMERIPRISE FINL INC COM
+$208.8K
425
建仓
CRBN
ISHARES MSCI ACWI LOW CARBON TARGET ETF
+$208.7K
920
建仓
—
JOHNSON CTLS INTL PLC SHS
+$208.5K
1,896
减持
LLY
ELI LILLY & CO COM
-$204.9K
2,816
-7%
建仓
MDLZ
MONDELEZ INTL INC CL A
+$201.7K
3,228
建仓
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
+$200.8K
838
建仓
PFE
PFIZER INC COM
+$199.7K
7,837
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$198.8K
7,344
-35%
建仓
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$198.8K
2,363
