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Arrowroot Family Office, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Arrowroot Family Office, LLC
报告期 2026-03-31 · CIK 0002017744
持仓数
156
前50大市值合计
$240.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 137 项
建仓 21
增持 44
减持 58
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$2.7M
38,554
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$2.4M
35,174
增持
SCHD
SCHWAB STRATEGIC TR
+$2.2M
73,874
+72%
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
QQQ
INVESCO QQQ TR
+$2.2M
7,913
+244%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
33,858
减持
IVV
ISHARES TR
-$1.5M
2,998
-57%
建仓
AGG
ISHARES TR
+$1.4M
13,838
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$1.3M
30,808
建仓
—
SCHWAB CHARLES FAMILY FD
+$1.0M
1,009,610
减持
BSV
VANGUARD BD INDEX FDS
-$917.9K
30,941
-27%
增持
USMV
ISHARES TR
+$816.9K
17,256
+170%
清仓
MELI
MERCADOLIBRE INC
-$808.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$776.5K
11,145
-37%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$744.8K
9,270
+84%
清仓
IXUS
ISHARES TR
-$736.3K
0
-100%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$721.9K
11,364
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$699.8K
5,837
+40%
减持
BROS
DUTCH BROS INC
-$692.4K
55,310
-23%
减持
TOTL
SSGA ACTIVE ETF TR
-$688.2K
12,450
-57%
增持
AAPL
APPLE INC
+$676.7K
13,476
+15%
减持
NKE
NIKE INC
-$654.0K
10,824
-28%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$638.2K
20,024
+18%
增持
IJH
ISHARES TR
+$609.5K
12,363
+18%
减持
AXON
AXON ENTERPRISE INC
-$607.0K
3,462
-39%
增持
XLV
SELECT SECTOR SPDR TR
+$571.3K
6,643
+177%
减持
IEFA
ISHARES TR
-$535.6K
20,625
-28%
减持
STOT
SSGA ACTIVE TR
-$528.8K
46,836
-20%
增持
VYM
VANGUARD WHITEHALL FDS
+$511.5K
17,029
+39%
减持
SRLN
SSGA ACTIVE ETF TR
-$467.6K
11,471
-50%
增持
VOO
VANGUARD INDEX FDS
+$465.1K
11,913
+2%
增持
LIT
GLOBAL X FDS
+$464.2K
16,082
+76%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$446.8K
9,715
增持
MSFT
MICROSOFT CORP
+$446.6K
4,229
+23%
建仓
IWR
ISHARES TR
+$440.5K
6,032
增持
SPY
SPDR S&P 500 ETF TR
+$424.6K
7,301
+6%
清仓
ESGU
ISHARES TR
-$420.9K
0
-100%
建仓
EFAV
ISHARES TR
+$406.9K
6,028
减持
MTUM
ISHARES TR
-$384.6K
3,694
-44%
建仓
XLF
SELECT SECTOR SPDR TR
+$349.5K
10,369
建仓
HYG
ISHARES TR
+$326.3K
4,347
建仓
SCHA
SCHWAB STRATEGIC TR
+$323.2K
7,380
建仓
XLK
SELECT SECTOR SPDR TR
+$316.4K
1,820
清仓
YUM
YUM BRANDS INC
-$304.9K
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$299.5K
26,518
+30%
增持
IBB
ISHARES TR
+$298.6K
5,979
+68%
减持
GOVT
ISHARES TR
-$291.6K
13,229
-48%
建仓
HYBB
ISHARES TR
+$287.5K
6,417
清仓
PTF
INVESCO EXCHANGE TRADED FD T
-$286.7K
0
-100%
清仓
USIG
ISHARES TR
-$285.2K
0
-100%
清仓
FSCS
FIRST TR EXCHANGE-TRADED FD
-$279.6K
0
-100%
清仓
FSGS
FIRST TR EXCHANGE-TRADED FD
-$277.8K
0
-100%
建仓
—
BLACKROCK INC
+$275.1K
398
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$255.2K
21,900
+22%
减持
IEMG
ISHARES INC
-$252.5K
13,818
-28%
建仓
UBER
UBER TECHNOLOGIES INC
+$241.3K
5,590
增持
TLT
ISHARES TR
+$239.0K
15,084
+22%
建仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$231.8K
6,500
建仓
HD
HOME DEPOT INC
+$220.3K
709
减持
BOND
PIMCO ETF TR
-$217.3K
16,464
-12%
增持
SCHM
SCHWAB STRATEGIC TR
+$216.5K
51,980
+1%
清仓
PINS
PINTEREST INC
-$205.2K
0
-100%
清仓
MBB
ISHARES TR
-$205.0K
0
-100%
建仓
AMGN
AMGEN INC
+$204.9K
923
清仓
NVDA
NVIDIA CORPORATION
-$202.8K
0
-100%
建仓
JPM
JPMORGAN CHASE & CO
+$200.3K
1,377
减持
—
NIKOLA CORP
-$199.1K
377,192
-37%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$191.6K
12,360
+35%
减持
QVMT
INVESCO EXCH TRADED FD TR II
-$189.3K
42,240
-11%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$188.5K
11,416
+39%
增持
COST
COSTCO WHSL CORP NEW
+$187.1K
1,526
+19%
减持
MUB
ISHARES TR
-$180.7K
3,575
-31%
减持
ABNB
AIRBNB INC
-$168.5K
1,581
-47%
减持
AMZN
AMAZON COM INC
+$167.9K
6,496
-1%
增持
LLY
LILLY ELI & CO
+$166.4K
1,321
+0%
减持
VFQY
VANGUARD WELLINGTON FD
-$166.4K
5,712
-24%
减持
MSTR
MICROSTRATEGY INC
-$166.1K
722
-49%
减持
GRPM
INVESCO EXCHANGE TRADED FD T
-$159.9K
20,280
-12%
减持
VTI
VANGUARD INDEX FDS
-$153.0K
54,822
-9%
增持
VB
VANGUARD INDEX FDS
+$145.6K
9,716
+3%
增持
GOOG
ALPHABET INC
+$143.5K
4,252
+19%
减持
VO
VANGUARD INDEX FDS
-$140.1K
1,418
-34%
减持
SPYM
SPDR SER TR
-$138.5K
5,766
-37%
减持
LQD
ISHARES TR
-$133.3K
6,171
-16%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$129.8K
2,494
+48%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$128.9K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$126.4K
2,613
+32%
增持
VIGI
VANGUARD WHITEHALL FDS
+$118.2K
17,540
+8%
减持
SPYV
SPDR SER TR
-$113.6K
10,134
-25%
减持
JOBY
JOBY AVIATION INC
-$106.7K
17,040
-74%
减持
IJR
ISHARES TR
-$106.0K
19,713
-8%
减持
BIL
SPDR SER TR
-$103.5K
2,934
-28%
减持
TSLA
TESLA INC
+$102.7K
1,982
-1%
清仓
—
LUMINAR TECHNOLOGIES INC
-$98.5K
0
-100%
增持
CL
COLGATE PALMOLIVE CO
+$91.3K
15,119
+6%
减持
TIPZ
PIMCO ETF TR
-$90.6K
6,018
-19%
减持
IYH
ISHARES TR
-$88.4K
1,188
-23%
增持
BND
VANGUARD BD INDEX FDS
+$86.8K
8,600
+18%
减持
CORP
PIMCO ETF TR
-$84.4K
3,950
-17%
增持
PEP
PEPSICO INC
+$84.1K
1,602
+37%
增持
SUSA
ISHARES TR
+$83.4K
5,106
+14%
减持
AGNT
EXP WORLD HLDGS INC
+$82.4K
14,918
-14%
减持
IAU
ISHARES GOLD TR
-$82.2K
11,711
-14%
减持
HYS
PIMCO ETF TR
-$81.1K
11,668
-7%
减持
MUNI
PIMCO ETF TR
-$70.6K
56,211
-2%
增持
DGRO
ISHARES TR
+$65.7K
14,555
+6%
减持
META
META PLATFORMS INC
+$62.9K
971
-5%
减持
SHY
ISHARES TR
-$61.5K
23,035
-2%
增持
DVY
ISHARES TR
-$55.2K
18,445
+1%
减持
VUG
VANGUARD INDEX FDS
+$55.0K
1,822
-1%
增持
VGT
VANGUARD WORLD FDS
+$54.2K
786
+3%
减持
—
STEM INC
-$48.4K
12,241
-41%
增持
IEF
ISHARES TR
+$44.5K
3,006
+21%
清仓
—
APTOSE BIOSCIENCES INC
-$43.0K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$35.2K
2,908
+2%
减持
GOOGL
ALPHABET INC
+$34.9K
2,647
-3%
增持
GLD
SPDR GOLD TR
+$34.4K
9,586
+5%
减持
CRM
SALESFORCE INC
+$31.6K
6,787
-3%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$29.0K
1,036
+2%
减持
—
WISDOMTREE TR
-$26.3K
7,340
-12%
减持
WM
WASTE MGMT INC DEL
-$25.8K
1,636
-14%
增持
ZROZ
PIMCO ETF TR
+$25.7K
2,820
+16%
减持
DLN
WISDOMTREE TR
+$22.2K
14,713
-0%
增持
BILS
SPDR SER TR
+$20.6K
3,575
+6%
减持
QDEF
FLEXSHARES TR
+$17.4K
8,711
-2%
减持
XLP
SELECT SECTOR SPDR TR
-$17.4K
4,696
-4%
减持
AIVL
WISDOMTREE TR
-$14.3K
2,614
-7%
减持
VNQ
VANGUARD INDEX FDS
-$11.7K
3,924
-4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$7.0K
4,522
+1%
减持
—
AON PLC
+$7.0K
1,324
-7%
增持
VDC
VANGUARD WORLD FDS
+$3.6K
1,767
+1%
减持
VTV
VANGUARD INDEX FDS
-$2.7K
4,146
-3%
减持
MINO
PIMCO ETF TR
-$2.5K
17,635
-1%
减持
VBR
VANGUARD INDEX FDS
+$1.9K
1,781
-3%
减持
TTD
THE TRADE DESK INC
-$1.6K
8,477
-21%
减持
LULU
LULULEMON ATHLETICA INC
-$1.2K
759
-4%
增持
EDV
VANGUARD WORLD FD
+$905
2,741
+4%
减持
VFH
VANGUARD WORLD FDS
+$211
4,597
-4%
