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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 101
减持 33
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
+$64.2M
5,320,698
+17%
增持
NVDA
NVIDIA CORPORATION COM
+$36.8M
391,912
+101%
增持
DFLV
DIMENSIONAL US LARGE CAP VALUE ETF
+$31.5M
2,744,210
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。
+45%
增持
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
+$29.6M
2,484,523
+34%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$27.7M
1,355,176
+39%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$27.1M
2,700,637
+31%
增持
DUSB
DIMENSIONAL ULTRASHORT FIXED INCOME ETF
+$16.6M
1,285,274
+34%
减持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
-$14.1M
663,011
-34%
增持
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+$13.9M
3,968,477
+5%
增持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$12.5M
3,034,490
+11%
增持
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
+$12.2M
1,094,980
+41%
增持
VUG
VANGUARD GROWTH ETF
+$12.2M
98,538
+32%
减持
DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
-$7.6M
617,486
-30%
增持
AAPL
APPLE INC COM
+$6.8M
131,129
+16%
增持
DFAR
DIMENSIONAL US REAL ESTATE ETF
+$6.0M
1,909,269
+21%
增持
DFIS
DIMENSIONAL INTERNATIONAL SMALL CAP ETF
+$5.9M
1,036,706
+16%
增持
TSLA
TESLA INC COM
+$5.8M
21,510
+147%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$5.2M
825,294
+6%
增持
AVGO
BROADCOM INC COM
+$4.5M
33,295
+56%
减持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-$2.8M
426,588
-17%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$2.8M
22,563
+238%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$2.7M
30,398
+8%
减持
DFEV
DIMENSIONAL EMERGING MARKETS VALUE ETF
-$2.3M
178,024
-31%
减持
QQQM
INVESCO NASDAQ 100 ETF
-$2.2M
5,308
-63%
增持
AMZN
AMAZON COM INC COM
+$1.7M
39,919
+17%
增持
META
META PLATFORMS INC CL A
+$1.6M
10,196
+45%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$1.5M
83,960
+23%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.5M
97,303
+27%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$1.4M
128,852
+18%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$1.4M
43,627
+68%
增持
VB
VANGUARD SMALL-CAP ETF
+$1.1M
19,741
+26%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$1.1M
7,810
+106%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.1M
95,865
+1%
增持
VTV
VANGUARD VALUE ETF
+$1.0M
25,779
+23%
增持
LLY
ELI LILLY & CO COM
+$1.0M
2,953
+5%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.0M
14,090
+1%
增持
ORCL
ORACLE CORP COM
-$1.0M
13,840
+5%
增持
SPY
STATE STREET SPDR S&P 500 ETF
+$966.0K
3,532
+63%
增持
DFSU
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
+$959.2K
56,247
+61%
增持
DFNM
DIMENSIONAL NATIONAL MUNICIPAL BOND ETF
+$952.6K
64,152
+44%
增持
ANET
ARISTA NETWORKS INC COM SHS
+$898.0K
12,188
+154%
减持
HD
HOME DEPOT INC COM
-$895.1K
11,686
-4%
增持
WYNN
WYNN RESORTS LTD COM
+$815.3K
6,994
+3312%
增持
MU
MICRON TECHNOLOGY INC COM
+$806.8K
3,508
+202%
建仓
BRT
BRT APARTMENTS CORP COM
+$762.8K
51,890
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$746.4K
2,886
+537%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$726.5K
29,743
+30%
增持
DFGR
DIMENSIONAL GLOBAL REAL ESTATE ETF
+$685.5K
29,783
+702%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$586.0K
8,214
+11%
增持
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
+$569.1K
6,708
+378%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$561.3K
5,486
+84%
增持
WDAY
WORKDAY INC CL A
+$544.8K
2,725
+1522%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$512.0K
70,118
+17%
增持
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
+$505.9K
39,096
+34%
增持
AMAT
APPLIED MATLS INC COM
+$500.2K
3,514
+79%
减持
HUBS
HUBSPOT INC COM
-$482.6K
96
-91%
增持
NFLX
NETFLIX INC. COM
-$472.5K
27,708
+982%
增持
VUSB
VANGUARD ULTRA-SHORT BOND ETF
+$420.5K
41,183
+26%
减持
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
-$418.7K
28,176
-29%
减持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
-$386.7K
17,950
-26%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$381.9K
21,316
+30%
增持
VOO
VANGUARD S&P 500 ETF
+$359.3K
15,994
+1%
增持
PANW
PALO ALTO NETWORKS INC COM
+$356.5K
2,804
+257%
增持
IVV
ISHARES CORE S&P 500 ETF
+$355.7K
2,616
+22%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$353.3K
49,006
+38%
增持
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
+$352.3K
7,832
+45%
增持
JNJ
JOHNSON & JOHNSON COM
+$348.1K
10,416
+7%
增持
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
+$339.5K
152,203
+3%
增持
VTEC
VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
+$338.3K
25,351
+15%
增持
MRK
MERCK & CO INC COM
+$327.0K
12,223
+7%
建仓
—
ASTRAZENECA PLC ORD
+$326.1K
3,547
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$321.9K
21,612
-23%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$311.5K
4,053
+168%
增持
VFQY
VANGUARD U.S. QUALITY FACTOR ETF
+$305.8K
7,914
+31%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$304.9K
59,602
-16%
增持
ABBV
ABBVIE INC COM
+$300.8K
6,094
+29%
增持
FNDA
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
+$299.6K
15,775
+149%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$297.3K
7,737
+1%
增持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$291.2K
7,700
+62%
增持
TPR
TAPESTRY INC COM
+$288.3K
2,702
+437%
增持
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$287.9K
4,657
+50%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$287.7K
38,243
+36%
增持
SOFI
SOFI TECHNOLOGIES INC COM
+$286.2K
14,733
+291%
增持
BKNG
BOOKING HOLDINGS INC COM
+$282.3K
89
+147%
增持
EA
ELECTRONIC ARTS INC COM
+$281.9K
1,740
+377%
增持
—
ROYAL CARIBBEAN GROUP COM
+$278.1K
1,813
+158%
增持
GE
GE AEROSPACE COM NEW
+$275.8K
3,047
+38%
增持
DFSI
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF
+$271.1K
17,386
+50%
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$266.1K
0
-100%
增持
EL
LAUDER ESTEE COS INC CL A
+$265.9K
2,651
+1893%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$262.5K
1,827
+42%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$258.1K
10,998
+98%
增持
—
EXXON MOBIL CORP COM
+$249.1K
10,568
+17%
增持
ADBE
ADOBE INC COM
+$244.7K
1,187
+145%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$235.3K
4,675
+27%
清仓
XEVGX
EATON VANCE SHORT DURATION DIV COM
-$234.6K
0
-100%
建仓
MEOH
METHANEX CORP COM
+$234.3K
5,900
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$232.8K
2,720
-7%
增持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$222.3K
9,375
+3591%
建仓
IETC
ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF
+$216.0K
2,126
建仓
VSDM
VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF
+$209.9K
2,745
清仓
CRBN
ISHARES MSCI ACWI LOW CARBON TARGET ETF
-$208.7K
0
-100%
减持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
-$206.7K
7,777
-36%
减持
ZION
ZIONS BANCORPORATION NATL ASSN COM
-$201.8K
519
-87%
减持
CVX
CHEVRON CORPORATION COM
-$199.9K
7,554
-13%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$198.7K
901
+21%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$193.5K
15,449
+79%
减持
COST
COSTCO WHOLESALE CORPORATION COM
-$189.5K
2,092
-3%
减持
—
SPOTIFY TECHNOLOGY S A SHS
-$189.2K
1,268
-4%
增持
CRM
SALESFORCE INC COM
+$189.0K
3,062
+17%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$183.2K
15,821
+20%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$181.1K
8,293
-30%
减持
SCHP
SCHWAB US TIPS ETF
-$176.0K
3,018
-68%
增持
ELF
E L F BEAUTY INC COM
+$175.7K
2,312
+231100%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$175.0K
485
-49%
减持
SCHH
SCHWAB U.S. REIT ETF
-$174.0K
16,200
-32%
增持
QTUM
DEFIANCE QUANTUM ETF
+$171.4K
2,124
+262%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$170.5K
18,438
+45%
建仓
UL
UNILEVER PLC SPON ADR NEW
+$163.3K
2,498
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$162.1K
438
-81%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$161.8K
974
-31%
减持
MCD
MCDONALDS CORP COM
-$157.1K
936
-36%
清仓
SUSL
ISHARES ESG MSCI USA LEADERS ETF
-$154.3K
0
-100%
增持
DFSB
DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF
+$152.0K
8,884
+54%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$147.1K
11,060
+39%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$145.6K
1,989
+21%
建仓
—
TOTALENERGIES SE ACT
+$145.0K
2,217
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$144.6K
2,020
+2049%
减持
SHV
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
-$140.4K
2,967
-30%
建仓
HNST
HONEST CO INC COM
+$140.4K
54,400
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$138.7K
13,505
+15%
建仓
JMUB
JPMORGAN MUNICIPAL ETF
+$136.3K
2,700
建仓
PTLC
PACER TRENDPILOT US LARGE CAP ETF
+$136.2K
2,450
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$134.6K
214
-86%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$134.1K
8,448
+54%
增持
C
CITIGROUP INC COM NEW
+$134.1K
5,011
+13%
清仓
—
UNILEVER PLC SPON ADR NEW
-$133.3K
0
-100%
减持
DFIP
DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF
-$131.4K
11,760
-20%
减持
CAT
CATERPILLAR INC COM
+$129.3K
3,209
-10%
增持
AMGN
AMGEN INC COM
+$129.0K
1,433
+19%
减持
—
CHUBB LIMITED COM
-$127.7K
402
-55%
增持
GM
GENERAL MTRS CO COM
+$125.9K
4,193
+19%
增持
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$125.9K
5,563
+97%
增持
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
+$125.6K
2,716
+974%
减持
VOT
VANGUARD MID-CAP GROWTH ETF
-$125.1K
926
-29%
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWERS ETF
+$124.7K
3,500
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$122.0K
27,464
-9%
减持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
+$121.5K
73,217
-0%
减持
MSTR
STRATEGY INC CL A NEW
-$120.4K
694
-1%
增持
KLAC
KLA CORP COM NEW
+$119.5K
796
+1%
