AF

Arrowroot Family Office, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$3.0亿

申报季度: 2026-03-31 · 持股只数: 156

Arrowroot Family Office, LLC在最新一期 13F 报告中披露了 156 项持股，申报期为 2026-03-31，总持股市值约为 US$3.0亿，季度换手率为 22.5%。

机构性格雪花图

集中度
9.38
持仓稳定性
22.46
动能／逆势
100
行业集中度
52.89
多样化
100
仓位均衡度
83.64

近期动向

  • 加仓 GOVT

    +112.4%　US$366.5万

  • 减仓 VONG

    +6.8%　-US$88.1万

  • 加仓 VEA

    +36.9%　US$399.4万

  • 减仓 AGG

    -6.7%　-US$123.9万

  • 减仓 STOT

    -35.0%　-US$170.0万

  • 加仓 VWO

    +35.7%　US$277.0万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VONGVanguard Russell 1000 GrowthETF-其他7.49%-1.08%+6.84%
2VONVVanguard Russell 1000 ValueETF-其他5.39%-0.18%+4.82%
3AGGIshares Core U.s. AggregateETF-其他5.23%-0.98%-6.69%
4VEAVanguard Ftse Developed ETFETF-其他4.58%+0.99%+36.92%
5VWOVanguard Ftse Emerging MarkeETF-新兴市场3.43%+0.67%+35.70%
6VTIVanguard Total Stock Mkt ETFETF-其他3.10%-0.44%+0.66%
7IJHIshares Core S&p Midcap ETFETF-其他2.84%-0.15%+2.34%
8SCHDSchwab US Dvd Equity ETFETF-其他2.53%-0.05%-3.37%
9FDIVMarketdsk Focused US Dvd ETFETF-其他2.36%-0.45%-6.15%
10GOVTIshares US Treasury Bond ETFETF-政府公债2.30%+1.10%+112.40%
11VMBSVanguard Mortgage-backed SecETF-其他2.21%+0.54%+46.13%
12JQUAJpmorgan US Quality FactorETF-其他1.97%—+6.11%
13QQQInvesco Qqq Trust Series 1ETF-科技型1.86%—+5.07%
14SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.79%-0.34%-3.24%
15BRK-BBerkshire Hathaway Inc-cl B股票-其他1.74%+0.02%+17.20%
16FMTMMrktdsk Foc US Mmntm ETFETF-其他1.68%+0.51%+46.00%
17IJRIshares Core S&p Small-cap EETF-中小型股1.51%—-2.04%
18SCHISchwab 5-10 Year Corporate BETF-投资级公司债1.46%+0.23%+31.40%
19BSVVanguard Short-term Bond ETFETF-其他1.43%-0.52%-19.17%
20JPSTJpmorgan Ultra-short IncomeETF-其他1.35%-0.33%-11.76%
21VOOVanguard S&p 500 ETFETF-大型股与成长1.28%-0.51%-17.63%
22AAPLApple INC股票-科技1.20%—-0.51%
23VIGVanguard Dividend Apprec ETFETF-其他1.07%-0.29%-11.41%
24MUNIPimco Intermediate MunicipalETF-其他1.06%—-0.03%
25STOTSs Dl St Dur Tr Tact ETFETF-其他1.03%-0.73%-35.00%
26BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债1.02%-0.54%-28.44%
27ALLWState Street Brgwtr All WthrETF-其他0.96%+0.21%+34.06%
28HFNDUnltd Hfnd Mult St Ret TrackETF-其他0.95%+0.26%+46.46%
29VBILVanguard 0-3m T-bill ETFETF-其他0.88%+0.88%NEW
30IQLTIshares Msci International QETF-其他0.85%+0.22%+45.83%
31SPTLSs Spdr Pf Lng Trm Tsy E-usdETF-其他0.85%+0.05%+17.75%
32VIGIVanguard Int Div App Indx FdETF-其他0.84%—+3.01%
33RSPInvesco S&p 500 Equal WeightETF-大型股与成长0.83%+0.42%+123.81%
34MINOPimco Municipal Income OpporETF-其他0.76%—+8.05%
35VCSHVanguard S/t CORP Bond ETFETF-投资级公司债0.76%+0.46%+185.35%
36VYMVanguard High Dvd Yield ETFETF-其他0.76%—-14.81%
37MSFTMicrosoft CORP股票-科技0.75%-0.28%+4.25%
38GLDSpdr Gold SharesETF-避险与商品0.75%—+1.61%
39IEFAIshares Core Msci Eafe ETFETF-其他0.66%—-0.23%
40SCHMSchwab US Mid Cap ETFETF-其他0.65%—-5.73%
41SPMOInvesco S&p 500 Momentum ETFETF-大型股与成长0.61%—+7.90%
42CATCaterpillar INC股票-工业0.58%—-4.72%
43IXUSIshares Core Intl Stock ETFETF-其他0.58%—-0.33%
44LQDIshr Ibx Usd Invgd Cb Etf-uiETF-投资级公司债0.54%—+8.47%
45BNDVanguard Total Bond MarketETF-其他0.53%-0.41%-37.99%
46GOOGAlphabet Inc-cl C股票-通信服务0.50%—+20.95%
47CTASimplify Managed Futures StETF-其他0.49%+0.49%NEW
48IBBIshares Biotechnology ETFETF-科技型0.49%-0.19%-19.80%
49JEPIJpmorgan Equity Premium IncoETF-其他0.47%—+18.51%
50AMZNAmazon.com INC股票-周期性消费0.46%—+5.62%
1–50 of 156

本季持股变动

Arrowroot Family Office, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Vanguard 0-3m T-bill ETF (VBIL); 新建仓: Simplify Managed Futures St (CTA); 新建仓: Roundhill Glp-1 & Wgt Ls ETF (OZEM); 新建仓: First Trst Nasd Cl Edg Sgiif (GRID); 新建仓: Global X Defense Tech ETF (SHLD).

Arrowroot Family Office, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1GOVTIshares US Treasury Bond ETF+1.1%+112.40%加仓
2VEAVanguard Ftse Developed ETF+1%+36.92%加仓
3VWOVanguard Ftse Emerging Marke+0.7%+35.70%加仓
4VMBSVanguard Mortgage-backed Sec+0.5%+46.13%加仓
5FMTMMrktdsk Foc US Mmntm ETF+0.5%+46.00%加仓
6VCSHVanguard S/t CORP Bond ETF+0.5%+185.35%加仓
7RSPInvesco S&p 500 Equal Weight+0.4%+123.81%加仓
8HFNDUnltd Hfnd Mult St Ret Track+0.3%+46.46%加仓
9SCHISchwab 5-10 Year Corporate B+0.2%+31.40%加仓
10IQLTIshares Msci International Q+0.2%+45.83%加仓
11ALLWState Street Brgwtr All Wthr+0.2%+34.06%加仓
12HFGMUnltd Hfgm Global Macro ETF+0.1%+131.03%加仓
13SPTLSs Spdr Pf Lng Trm Tsy E-usd+0.1%+17.75%加仓
14BRK-BBerkshire Hathaway Inc-cl B0%+17.20%加仓
15SCHDSchwab US Dvd Equity ETF-0.1%-3.37%减仓
16IJHIshares Core S&p Midcap ETF-0.2%+2.34%加仓
17VVisa Inc-class A Shares-0.2%-10.67%减仓
18VONVVanguard Russell 1000 Value-0.2%+4.82%加仓
19IBBIshares Biotechnology ETF-0.2%-19.80%减仓
20QQQMInvesco Nasdaq 100 ETF-0.2%-49.65%减仓
21CRMSalesforce INC-0.2%-13.81%减仓
22VDEVanguard Energy ETF-0.3%-78.34%减仓
23MSFTMicrosoft CORP-0.3%+4.25%加仓
24VIGVanguard Dividend Apprec ETF-0.3%-11.41%减仓
25JPSTJpmorgan Ultra-short Income-0.3%-11.76%减仓
26SPYSs Spdr S&p 500 ETF Trust-us-0.3%-3.24%减仓
27BNDVanguard Total Bond Market-0.4%-37.99%减仓
28VTIVanguard Total Stock Mkt ETF-0.4%+0.66%加仓
29FDIVMarketdsk Focused US Dvd ETF-0.5%-6.15%减仓
30VOOVanguard S&p 500 ETF-0.5%-17.63%减仓
31BSVVanguard Short-term Bond ETF-0.5%-19.17%减仓
32BILSs Spdr Bb 1-3m T-bill ETF-0.5%-28.44%减仓
33STOTSs Dl St Dur Tr Tact ETF-0.7%-35.00%减仓
34AGGIshares Core U.s. Aggregate-1%-6.69%减仓
35VONGVanguard Russell 1000 Growth-1.1%+6.84%加仓
36VBILVanguard 0-3m T-bill ETF—NEW新建仓
37CTASimplify Managed Futures St—NEW新建仓
38OZEMRoundhill Glp-1 & Wgt Ls ETF—NEW新建仓
39GRIDFirst Trst Nasd Cl Edg Sgiif—NEW新建仓
40SHLDGlobal X Defense Tech ETF—NEW新建仓
41INCMFranklin Income Focus ETF—NEW新建仓
42XOPSs Spdr S&p Og Exp & Prod—EXIT清仓
43POWRIshares US Power Infrastruct—NEW新建仓
44AIPODefiance Ai & Power Infr ETF—NEW新建仓
45BNDXVanguard Total Intl Bond ETF—NEW新建仓
46VWOBVanguard Emerg Mkts Gov Bnd—NEW新建仓
47XARSs Spdr S&p Aerospace Def—NEW新建仓
48SDMFSimplify Dbi Cta M/f Indx—NEW新建仓
49NETCloudflare INC - Class A—NEW新建仓
50URAGlobal X Uranium ETF—NEW新建仓

FAQ

Arrowroot Family Office, LLC 是什么机构？属于哪种投资人类型？
Arrowroot Family Office, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$3.0亿，分布在 156 个已申报仓位之中。
Arrowroot Family Office, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Arrowroot Family Office, LLC 按市值排列的前几大持股为： 1. Vanguard Russell 1000 Growth (VONG) — US$2267.0万 (7.5%) 2. Vanguard Russell 1000 Value (VONV) — US$1630.8万 (5.4%) 3. Ishares Core U.s. Aggregate (AGG) — US$1582.3万 (5.2%) 4. Vanguard Ftse Developed ETF (VEA) — US$1386.9万 (4.6%) 5. Vanguard Ftse Emerging Marke (VWO) — US$1037.1万 (3.4%)
Arrowroot Family Office, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Arrowroot Family Office, LLC 共进行了 50 项显著调整：新建仓 14 个仓位、加仓 19 个既有持股、减仓 16 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Vanguard 0-3m T-bill ETF (VBIL); 新建仓: Simplify Managed Futures St (CTA); 新建仓: Roundhill Glp-1 & Wgt Ls ETF (OZEM); 新建仓: First Trst Nasd Cl Edg Sgiif (GRID); 新建仓: Global X Defense Tech ETF (SHLD)
Arrowroot Family Office, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Arrowroot Family Office, LLC 的主要板块分布如下： • Information Technology: 29.6% • Financials: 21.4% • Communication Services: 9.9% • Consumer Discretionary: 9.6% • Industrials: 9.5% • Consumer Staples: 9.2%