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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 7
增持 104
减持 39
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
+$39.8M
6,125,950
+15%
减持
NVDA
NVIDIA CORPORATION COM
-$30.3M
245,390
-37%
增持
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
+$24.1M
2,991,136
+20%
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
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$22.2M
3,247,685
+20%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$18.4M
1,586,355
+17%
增持
DFLV
DIMENSIONAL US LARGE CAP VALUE ETF
+$18.4M
3,143,873
+15%
增持
DUSB
DIMENSIONAL ULTRASHORT FIXED INCOME ETF
+$11.7M
1,514,370
+18%
增持
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+$11.1M
4,167,029
+5%
增持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$10.5M
3,229,392
+6%
增持
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
+$7.0M
1,323,440
+21%
增持
DFAR
DIMENSIONAL US REAL ESTATE ETF
+$6.4M
2,117,477
+11%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$6.1M
119,196
+24%
增持
VUG
VANGUARD GROWTH ETF
+$5.2M
122,023
+24%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$4.9M
872,659
+6%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$4.1M
185,616
+44%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$3.6M
150,469
+55%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$3.5M
88,844
+104%
增持
DFIS
DIMENSIONAL INTERNATIONAL SMALL CAP ETF
+$3.5M
1,118,643
+8%
减持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
-$3.1M
573,822
-13%
增持
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
+$2.8M
219,760
+44%
增持
DFSU
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
+$2.2M
114,109
+103%
减持
DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
-$2.0M
521,248
-16%
减持
AVGO
BROADCOM INC COM
-$1.9M
30,982
-7%
增持
MSFT
MICROSOFT CORP COM
-$1.9M
35,006
+14%
减持
TSLA
TESLA INC COM
-$1.9M
20,894
-3%
减持
HWM
HOWMET AEROSPACE INC COM
-$1.9M
1,184
-89%
增持
AAPL
APPLE INC COM
-$1.8M
133,545
+2%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$1.7M
15,823
-30%
增持
CAT
CATERPILLAR INC COM
+$1.7M
4,963
+55%
增持
VB
VANGUARD SMALL-CAP ETF
+$1.7M
25,834
+31%
减持
META
META PLATFORMS INC CL A
-$1.7M
8,847
-13%
减持
LLY
ELI LILLY & CO COM
-$1.7M
1,649
-44%
增持
VTV
VANGUARD VALUE ETF
+$1.6M
33,431
+30%
减持
AMZN
AMAZON COM INC COM
-$1.5M
37,144
-7%
增持
VUSB
VANGUARD ULTRA-SHORT BOND ETF
+$1.3M
66,733
+62%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$1.2M
10,616
+100%
增持
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
+$1.2M
73,833
+77%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$1.1M
90,779
+29%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$1.1M
29,227
-4%
增持
VTEC
VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
+$1.0M
35,913
+42%
增持
DFCA
DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF
+$887.1K
72,217
+33%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$878.5K
81,924
+37%
建仓
CEF
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
+$874.1K
18,318
增持
VNQ
VANGUARD REAL ESTATE ETF
+$868.3K
31,055
+46%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$856.3K
23,136
+105%
减持
HD
HOME DEPOT INC COM
-$819.1K
9,735
-17%
增持
VOOG
VANGUARD S&P 500 GROWTH ETF
+$781.9K
3,076
+190%
减持
DFEV
DIMENSIONAL EMERGING MARKETS VALUE ETF
-$759.4K
146,649
-18%
减持
ANET
ARISTA NETWORKS INC COM SHS
-$726.4K
7,091
-42%
增持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
+$723.5K
91,374
+25%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
+$718.1K
1
增持
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
+$663.0K
12,248
+56%
建仓
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$643.2K
8,924
增持
—
EXXON MOBIL CORP COM
+$641.7K
11,278
+7%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$634.9K
7,243
+671%
增持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$614.5K
13,875
+80%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$601.7K
4,475
+55%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$588.7K
35,327
+19%
增持
VFQY
VANGUARD U.S. QUALITY FACTOR ETF
+$586.2K
12,064
+52%
增持
DFNM
DIMENSIONAL NATIONAL MUNICIPAL BOND ETF
+$581.0K
76,596
+19%
增持
COST
COSTCO WHOLESALE CORPORATION COM
+$567.4K
2,380
+14%
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$561.1K
20,440
+120%
增持
WMT
WALMART INC COM
+$533.7K
12,784
+35%
增持
SPY
STATE STREET SPDR S&P 500 ETF
+$505.4K
4,481
+27%
增持
DFSB
DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF
+$475.7K
18,087
+104%
增持
DFSI
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF
+$467.3K
28,590
+64%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$447.8K
4,313
+59%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$446.8K
33,339
+21%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$441.5K
4,217
+1664%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$423.4K
87,932
+5%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$411.0K
1,615
+233%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$400.4K
12,019
+56%
增持
IVV
ISHARES CORE S&P 500 ETF
+$393.2K
3,345
+28%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$388.0K
3,872
+1709%
增持
DIHP
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
+$378.5K
11,829
+13982%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$371.5K
4,814
+44%
增持
IAU
ISHARES GOLD TRUST
+$365.6K
6,920
+130%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$364.7K
7,302
+33%
减持
V
VISA INC COM CL A
-$352.8K
3,631
-12%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$350.8K
3,962
+402%
减持
CVX
CHEVRON CORPORATION COM
+$350.3K
7,257
-4%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$341.1K
1,414
-61%
增持
GEV
GE VERNOVA INC COM
+$339.6K
872
+35%
增持
PSX
PHILLIPS 66 COM
+$338.3K
2,859
+102%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$315.9K
28,922
+57%
增持
FIX
COMFORT SYS USA INC COM
+$313.9K
296
+193%
增持
CW
CURTISS WRIGHT CORP COM
+$299.4K
544
+322%
减持
—
UBS GROUP AG SHS
-$297.1K
11,583
-28%
减持
USB
US BANCORP COM NEW
-$291.3K
4,010
-57%
增持
DFGR
DIMENSIONAL GLOBAL REAL ESTATE ETF
+$290.3K
40,526
+36%
减持
WPC
WP CAREY INC COM
-$288.7K
272
-94%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$284.4K
7,379
+144%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$284.1K
4,123
+102%
增持
NWN
NORTHWEST NAT HLDG CO COM
+$274.8K
5,165
+258150%
增持
WDC
WESTERN DIGITAL CORP COM
+$274.3K
1,768
+49%
减持
SPTI
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
-$271.7K
6,553
-59%
增持
ORCL
ORACLE CORP COM
-$271.4K
16,492
+19%
增持
DFSE
DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF
+$259.5K
12,951
+86%
增持
DOW
DOW HLDGS INC COM
+$256.7K
9,289
+67%
减持
NFLX
NETFLIX INC. COM
-$253.3K
24,385
-12%
减持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
-$252.8K
2,649
-50%
减持
ECL
ECOLAB INC COM
-$250.3K
1,616
-38%
增持
—
CHUBB LTD SWITZ COM
+$248.7K
1,148
+186%
减持
SHOP
SHOPIFY INC CL A SUB VTG SHS
-$245.4K
4,251
-9%
减持
WDAY
WORKDAY INC CL A
-$244.1K
2,626
-4%
增持
GIS
GENERAL MILLS INC COM
+$243.5K
7,984
+592%
增持
KLAC
KLA CORP COM NEW
+$243.2K
822
+3%
增持
GOOG
ALPHABET INC CAP STK CL C
+$241.3K
16,254
+15%
增持
PCG
PG&E CORP COM
+$240.6K
15,467
+698%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$240.5K
3,541
+60%
减持
—
ROYAL CARIBBEAN GROUP COM
-$237.3K
975
-46%
减持
WYNN
WYNN RESORTS LTD COM
-$236.1K
5,962
-15%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$235.5K
49,322
+29%
增持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$234.4K
4,228
+201%
减持
PANW
PALO ALTO NETWORKS INC COM
-$230.8K
1,782
-36%
减持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
-$226.8K
69
-99%
增持
QQQ
INVESCO QQQ TRUST SERIES I
-$224.1K
8,355
+2%
增持
VNQI
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
+$223.9K
5,796
+689%
增持
—
EATON CORP PLC SHS
+$223.0K
1,075
+112%
减持
MGC
VANGUARD MEGA CAP ETF
-$221.7K
23
-97%
减持
QCOM
QUALCOMM INC COM
-$217.8K
3,010
-15%
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
-$215.0K
141
-93%
建仓
STOT
STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF
+$214.3K
4,547
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$207.5K
439,940
+3%
增持
TJX
TJX COS INC NEW COM
+$203.5K
3,976
+42%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$201.1K
28,212
+48%
增持
—
LINDE PLC SHS
+$196.8K
771
+77%
增持
REGN
REGENERON PHARMACEUTICALS COM
+$195.5K
309
+452%
减持
GE
GE AEROSPACE COM NEW
-$192.6K
2,628
-14%
增持
MCD
MCDONALDS CORP COM
+$191.0K
1,535
+64%
增持
NEM
NEWMONT CORP COM
+$191.0K
3,115
+113%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$190.7K
3,615
-51%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$190.6K
8,089
+19%
减持
SOFI
SOFI TECHNOLOGIES INC COM
-$189.5K
12,353
-16%
增持
ABNB
AIRBNB INC COM CL A
+$186.9K
1,866
+420%
增持
HON
HONEYWELL INTL INC COM
+$184.6K
1,975
+47%
减持
COF
CAPITAL ONE FINL CORP COM
-$184.5K
2,094
-10%
增持
TER
TERADYNE INC COM
+$183.8K
816
+172%
增持
PG
PROCTER & GAMBLE CO COM
+$182.6K
6,381
+24%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$181.4K
31,633
-0%
增持
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
+$181.1K
6,960
+183%
增持
RTX
RTX CORPORATION COM
+$177.4K
8,103
+7%
建仓
INV
INNVENTURE INC COM
+$173.9K
44,485
增持
EME
EMCOR GROUP INC COM
+$172.6K
363
+133%
增持
VRT
VERTIV HOLDINGS CO COM CL A
+$168.0K
1,092
+67%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$168.0K
1,732
+4230%
减持
QTUM
DEFIANCE QUANTUM ETF
-$167.9K
606
-71%
建仓
DCRE
DOUBLELINE COMMERCIAL REAL ESTATE DEBT ETF
+$167.0K
3,214
建仓
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
+$166.2K
1,418
增持
FDX
FEDEX CORP COM
+$164.3K
969
+55%
