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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 127 项
建仓 11
增持 52
减持 61
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$3.6M
63,403
减持
USMV
ISHARES TR
-$2.8M
14,409
-71%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.7M
145,369
+11%
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
VONV
VANGUARD SCOTTSDALE FDS
+$1.6M
108,512
+12%
增持
AGG
ISHARES TR
+$1.6M
57,913
+32%
增持
FDIV
EA SERIES TRUST
+$1.1M
229,959
+11%
增持
IJH
ISHARES TR
+$814.9K
91,782
+10%
增持
IJR
ISHARES TR
+$575.2K
27,649
+11%
减持
EFAV
ISHARES TR
-$563.6K
6,054
-59%
建仓
XOP
SPDR SER TR
+$563.4K
4,284
增持
AAPL
APPLE INC
+$539.7K
13,335
+9%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$529.6K
0
-100%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$457.9K
11,636
+101%
建仓
IQLT
ISHARES TR
+$447.6K
10,788
增持
LIT
GLOBAL X FDS
+$444.2K
21,730
+68%
建仓
VDE
VANGUARD WORLD FD
+$427.4K
3,490
增持
VTI
VANGUARD INDEX FDS
+$390.1K
24,865
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$371.4K
75,888
+2%
减持
BROS
DUTCH BROS INC
-$370.0K
17,259
-23%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$363.5K
20,539
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$352.3K
5,038
+4%
增持
BSV
VANGUARD BD INDEX FDS
+$351.3K
30,650
+14%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$323.0K
32,054
+24%
增持
IBB
ISHARES TR
+$322.4K
7,041
+38%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$317.1K
35,198
+19%
减持
DIS
DISNEY WALT CO
-$307.9K
4,893
-38%
减持
SCHD
SCHWAB STRATEGIC TR
+$300.2K
64,595
-3%
增持
SCHI
SCHWAB STRATEGIC TR
+$293.8K
28,004
+24%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$269.5K
76,126
+0%
建仓
WMT
WALMART INC
+$248.2K
3,074
减持
—
NIKOLA CORP
-$248.2K
60,430
-6%
建仓
ITW
ILLINOIS TOOL WKS INC
+$243.4K
929
清仓
LULU
LULULEMON ATHLETICA INC
-$240.5K
0
-100%
增持
LQD
ISHARES TR
+$240.1K
10,752
+18%
增持
JAAA
JANUS DETROIT STR TR
+$224.8K
24,529
+22%
增持
VIGI
VANGUARD WHITEHALL FDS
+$218.2K
15,925
+9%
建仓
APD
AIR PRODS & CHEMS INC
+$216.5K
727
建仓
PAYX
PAYCHEX INC
+$214.4K
1,598
减持
TTD
THE TRADE DESK INC
-$207.9K
2,263
-52%
建仓
FPX
FIRST TR EXCHANGE-TRADED FD
+$204.4K
1,855
建仓
PPG
PPG INDS INC
+$202.3K
1,527
清仓
XLP
SELECT SECTOR SPDR TR
-$201.9K
0
-100%
建仓
AIVL
WISDOMTREE TR
+$200.9K
1,805
增持
HYBB
ISHARES TR
+$182.0K
23,330
+16%
增持
MUNI
PIMCO ETF TR
+$180.3K
53,338
+5%
减持
TLT
ISHARES TR
-$176.4K
8,492
-23%
减持
XLV
SELECT SECTOR SPDR TR
-$167.8K
4,634
-23%
减持
SPY
SPDR S&P 500 ETF TR
-$150.6K
6,458
-9%
减持
GLD
SPDR GOLD TR
+$142.5K
7,602
-4%
减持
AXON
AXON ENTERPRISE INC
-$138.9K
1,396
-41%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$122.0K
14,297
+11%
减持
MTUM
ISHARES TR
-$119.7K
1,658
-29%
增持
CRM
SALESFORCE INC
+$118.1K
4,694
+3%
减持
VB
VANGUARD INDEX FDS
+$110.2K
8,224
-3%
增持
AGNT
EXP WORLD HLDGS INC
+$108.8K
21,537
+25%
减持
IEFA
ISHARES TR
+$107.6K
21,666
-1%
减持
VOO
VANGUARD INDEX FDS
+$104.2K
10,066
-3%
增持
CL
COLGATE PALMOLIVE CO
+$103.8K
14,640
+0%
减持
DLN
WISDOMTREE TR
-$102.6K
3,644
-32%
减持
VYM
VANGUARD WHITEHALL FDS
-$100.1K
15,789
-12%
增持
—
AON PLC
+$94.8K
1,445
+5%
减持
LMT
LOCKHEED MARTIN CORP
-$92.6K
363
-44%
减持
SHY
ISHARES TR
-$75.0K
15,839
-7%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$74.7K
6,858
-7%
增持
TGT
TARGET CORP
+$72.5K
1,985
+24%
减持
IAU
ISHARES GOLD TR
+$66.8K
11,993
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$66.8K
4,283
+0%
减持
STOT
SSGA ACTIVE TR
-$64.9K
42,899
-4%
增持
VFH
VANGUARD WORLD FD
+$62.8K
4,657
+4%
减持
DGRO
ISHARES TR
-$62.2K
10,511
-16%
减持
TSLA
TESLA INC
+$60.5K
1,262
-7%
减持
COST
COSTCO WHSL CORP NEW
-$60.3K
1,017
-10%
增持
SCHA
SCHWAB STRATEGIC TR
+$59.4K
13,594
+1%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$54.0K
6,199
+9%
减持
HD
HOME DEPOT INC
+$53.9K
997
-2%
增持
JNJ
JOHNSON & JOHNSON
+$48.9K
2,570
+2%
减持
DVY
ISHARES TR
-$47.7K
4,728
-17%
减持
IWR
ISHARES TR
+$46.1K
8,433
-2%
增持
VGT
VANGUARD WORLD FD
+$44.4K
857
+8%
减持
BOND
PIMCO ETF TR
+$41.1K
12,860
-0%
减持
TOTL
SSGA ACTIVE ETF TR
-$39.4K
6,039
-17%
增持
CVX
CHEVRON CORP NEW
-$38.0K
4,187
+0%
减持
GOOG
ALPHABET INC
-$37.5K
2,052
-1%
减持
IEMG
ISHARES INC
+$37.5K
13,227
-2%
增持
VFQY
VANGUARD WELLINGTON FD
+$37.4K
4,099
+0%
增持
TAXF
AMERICAN CENTY ETF TR
+$35.6K
4,727
+15%
减持
VNQ
VANGUARD INDEX FDS
+$35.5K
3,172
-3%
减持
VTV
VANGUARD INDEX FDS
+$34.8K
4,158
-3%
增持
GOOGL
ALPHABET INC
+$33.0K
3,015
+18%
减持
CORP
PIMCO ETF TR
+$32.1K
8,028
-0%
减持
IVV
ISHARES TR
+$32.1K
1,725
-2%
减持
MKC
MCCORMICK & CO INC
+$31.7K
2,882
-0%
减持
SRLN
SSGA ACTIVE ETF TR
-$31.7K
4,853
-13%
减持
META
META PLATFORMS INC
+$31.7K
508
-1%
减持
QDEF
FLEXSHARES TR
+$30.3K
5,361
-0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$29.4K
930
-1%
增持
GRPM
INVESCO EXCHANGE TRADED FD T
+$28.1K
10,384
+0%
减持
BND
VANGUARD BD INDEX FDS
-$26.8K
5,887
-10%
增持
LLY
ELI LILLY & CO
-$25.0K
1,329
+0%
增持
SPYV
SPDR SER TR
+$22.4K
5,378
+0%
减持
MINO
PIMCO ETF TR
+$22.3K
33,022
-0%
增持
YUM
YUM BRANDS INC
+$21.9K
2,020
+3%
增持
NVDA
NVIDIA CORPORATION
+$20.9K
4,594
+6%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$20.1K
4,582
+0%
减持
VDC
VANGUARD WORLD FD
+$19.8K
1,535
-1%
增持
AMZN
AMAZON COM INC
-$19.5K
5,081
+2%
减持
WM
WASTE MGMT INC DEL
-$16.9K
1,528
-2%
增持
DIVO
AMPLIFY ETF TR
+$16.6K
5,945
+1%
增持
V
VISA INC
+$16.2K
942
+2%
减持
VUG
VANGUARD INDEX FDS
-$15.6K
1,796
-5%
减持
NKE
NIKE INC
-$14.6K
6,739
-17%
增持
PEP
PEPSICO INC
+$14.4K
2,140
+1%
减持
SUSA
ISHARES TR
+$14.0K
3,424
-3%
减持
PYLD
PIMCO ETF TR
+$12.1K
12,265
-0%
增持
SOXX
ISHARES TR
-$11.8K
945
+1%
减持
SCHM
SCHWAB STRATEGIC TR
+$10.8K
42,163
-6%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$9.7K
2,958
-2%
减持
PG
PROCTER AND GAMBLE CO
+$7.6K
1,437
-2%
减持
MUB
ISHARES TR
+$6.3K
4,222
-1%
减持
—
EXXON MOBIL CORP
-$6.2K
3,364
-3%
减持
JPM
JPMORGAN CHASE & CO.
-$4.3K
1,143
-6%
减持
HYG
ISHARES TR
+$3.8K
3,488
-3%
减持
QQQ
INVESCO QQQ TR
+$3.1K
7,880
-2%
减持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.9K
15,026
-3%
减持
QVMT
INVESCO EXCH TRADED FD TR II
+$1.4K
15,883
-4%
减持
MINT
PIMCO ETF TR
-$1.1K
4,059
-0%
增持
MSFT
MICROSOFT CORP
-$153
2,670
+4%
