Root Financial Partners, LLC
ENCINITAS CA · SEC CIK 0001977181
$21.62亿2026Q1 申报市值
3,463持仓数
64.4%前十大占比 · 第一大 20.1%
1112 / 101新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFUS 加仓+$5,710.04万
DFSD 加仓+$2,425.66万
DFCF 加仓+$2,309.64万
DIMENSIONAL U.S. 加仓+$1,644.38万
DFLV 加仓+$1,427.20万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$548.00万
DFUV 减仓-$432.21万
DIMENSIONAL US S 减仓-$337.22万
HWM 减仓-$212.05万
LLY 减仓-$119.95万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AI | C3 AI INC CL A | $867 | 0.00% | 103 | -17 | -14.2% | -$143 | 减仓 |
| JBSS | SANFILIPPO JOHN B & SON INC COM | $873 | 0.00% | 11 | 11 | — | $873 | 新建仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP COM | $880 | 0.00% | 25 | 25 | — | $880 | 新建仓 |
| CGEM | CULLINAN THERAPEUTICS INC COM | $881 | 0.00% | 62 | 62 | — | $881 | 新建仓 |
| RCI | ROGERS COMMUNICATIONS INC CL B | $884 | 0.00% | 23 | 11 | 91.7% | $423 | 加仓 |
| ANAB | ANAPTYSBIO INC COM | $887 | 0.00% | 16 | 16 | — | $887 | 新建仓 |
| FIP | FTAI INFRASTRUCTURE INC COMMON STOCK | $889 | 0.00% | 180 | 180 | — | $889 | 新建仓 |
| TPG | TPG INC COM CL A | $891 | 0.00% | 22 | -45 | -67.2% | -$1,822 | 减仓 |
| ONC | BEONE MEDICINES LTD SPONSORED ADS | $891 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| THRY | THRYV HLDGS INC COM NEW | $891 | 0.00% | 325 | 325 | — | $891 | 新建仓 |
| OGN | ORGANON & CO COMMON STOCK | $892 | 0.00% | 149 | -40 | -21.2% | -$239 | 减仓 |
| CHEF | CHEFS WHSE INC COM | $892 | 0.00% | 15 | 15 | — | $892 | 新建仓 |
| CCI | CROWN CASTLE INC COM | $894 | 0.00% | 11 | -303 | -96.5% | -$2.46万 | 减仓 |
| TDOC | TELADOC HEALTH INC COM | $894 | 0.00% | 164 | -68 | -29.3% | -$371 | 减仓 |
| PBA | PEMBINA PIPELINE CORP COM | $895 | 0.00% | 20 | 13 | 185.7% | $582 | 加仓 |
| HTB | HOMETRUST BANCSHARES INC COM | $896 | 0.00% | 21 | 21 | — | $896 | 新建仓 |
| LB | LANDBRIDGE COMPANY LLC CL A | $898 | 0.00% | 13 | 13 | — | $898 | 新建仓 |
| CPRI | CAPRI HOLDINGS LIMITED SHS | $899 | 0.00% | 51 | -2,959 | -98.3% | -$5.22万 | 减仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $899 | 0.00% | 7 | 7 | — | $899 | 新建仓 |
| INVX | INNOVEX INTERNATIONAL INC COM | $902 | 0.00% | 37 | 37 | — | $902 | 新建仓 |
| LOGI | LOGITECH INTL S A SHS | $911 | 0.00% | 10 | 3 | 42.9% | $273 | 加仓 |
| SB | SAFE BULKERS INC COM | $912 | 0.00% | 144 | 144 | — | $912 | 新建仓 |
| RBCAA | REPUBLIC BANCORP INC KY CL A | $917 | 0.00% | 13 | 13 | — | $917 | 新建仓 |
| NSP | INSPERITY INC COM | $919 | 0.00% | 34 | 30 | 750.0% | $811 | 加仓 |
| SFLR | INNOVATOR EQUITY MANAGED FLOOR ETF | $921 | 0.00% | 26 | 26 | — | $921 | 新建仓 |
| FSM | FORTUNA MNG CORP COM NEW | $923 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| RLAY | RELAY THERAPEUTICS INC COM | $925 | 0.00% | 93 | 93 | — | $925 | 新建仓 |
| SONO | SONOS INC COM | $925 | 0.00% | 69 | 69 | — | $925 | 新建仓 |
| WTI | W & T OFFSHORE INC COM | $928 | 0.00% | 272 | 272 | — | $928 | 新建仓 |
| PKBK | PARKE BANCORP INC COM | $937 | 0.00% | 33 | 33 | — | $937 | 新建仓 |
| WERN | WERNER ENTERPRISES INC COM | $941 | 0.00% | 32 | 30 | 1,500.0% | $882 | 加仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC CL A | $942 | 0.00% | 25 | 25 | — | $942 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $943 | 0.00% | 20 | 20 | — | $943 | 新建仓 |
| SCL | STEPAN CO COM | $950 | 0.00% | 19 | 19 | — | $950 | 新建仓 |
| AMRZ | AMRIZE LTD SHS | $952 | 0.00% | 17 | 8 | 88.9% | $448 | 加仓 |
| — | AUDIOCODES LTD ORD | $959 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| NRIM | NORTHRIM BANCORP INC COM | $961 | 0.00% | 42 | 42 | — | $961 | 新建仓 |
| — | BEAZER HOMES USA INC COM NEW | $962 | 0.00% | 50 | 50 | — | $962 | 新建仓 |
| CWH | CAMPING WORLD HLDGS INC CL A | $970 | 0.00% | 142 | -8 | -5.3% | -$55 | 减仓 |
| SBH | SALLY BEAUTY HLDGS INC COM | $970 | 0.00% | 70 | 70 | — | $970 | 新建仓 |
| ANIK | ANIKA THERAPEUTICS INC COM | $972 | 0.00% | 67 | 67 | — | $972 | 新建仓 |
| JVAL | JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | $977 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BBUC | BROOKFIELD BUSINESS CORP CL A SUB VTG SH | $981 | 0.00% | 31 | 31 | — | $981 | 新建仓 |
| — | CANTALOUPE INC COM | $984 | 0.00% | 91 | 91 | — | $984 | 新建仓 |
| BULL | WEBULL CORP ORD SHS | $984 | 0.00% | 205 | 205 | — | $984 | 新建仓 |
| PKE | PARK AEROSPACE CORP COM | $986 | 0.00% | 36 | 36 | — | $986 | 新建仓 |
| EVH | EVOLENT HEALTH INC CL A | $990 | 0.00% | 434 | 434 | — | $990 | 新建仓 |
| AMTB | AMERANT BANCORP INC CL A | $992 | 0.00% | 45 | 45 | — | $992 | 新建仓 |
| ZIP | ZIPRECRUITER INC CL A | $997 | 0.00% | 542 | 542 | — | $997 | 新建仓 |
| BUR | BURFORD CAP LTD ORD SHS | $999 | 0.00% | 221 | 221 | — | $999 | 新建仓 |
| — | EVE HLDG INC COM | $1,002 | 0.00% | 404 | 404 | — | $1,002 | 新建仓 |
| — | COHEN & STEERS REAL ESTATE OPP SHS BENFIN INT | $1,003 | 0.00% | 69 | 69 | — | $1,003 | 新建仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $1,008 | 0.00% | 11 | -811 | -98.7% | -$7.43万 | 减仓 |
| NYAX | NAYAX LTD SHS | $1,008 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| LAW | CS DISCO INC COM | $1,008 | 0.00% | 264 | 264 | — | $1,008 | 新建仓 |
| MYGN | MYRIAD GENETICS INC COM | $1,008 | 0.00% | 224 | 224 | — | $1,008 | 新建仓 |
| WNC | WABASH NATL CORP COM | $1,009 | 0.00% | 117 | 117 | — | $1,009 | 新建仓 |
| MORN | MORNINGSTAR INC COM | $1,014 | 0.00% | 6 | -21 | -77.8% | -$3,549 | 减仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT | $1,019 | 0.00% | 183 | 183 | — | $1,019 | 新建仓 |
| UVSP | UNIVEST FINANCIAL CORPORATION COM | $1,028 | 0.00% | 30 | 30 | — | $1,028 | 新建仓 |
| — | ROUNDHILL S&P 500 0DTE COVERED CALL STRATEGY ETF | $1,028 | 0.00% | 28 | 28 | — | $1,028 | 新建仓 |
| CURB | CURBLINE PPTYS CORP COM | $1,032 | 0.00% | 40 | 40 | — | $1,032 | 新建仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC SHS | $1,041 | 0.00% | 16 | 16 | — | $1,041 | 新建仓 |
| — | ROUNDHILL INNOVATION-100 0DTE COVERED CALL STRATEGY ETF | $1,042 | 0.00% | 38 | 38 | — | $1,042 | 新建仓 |
| ALKT | ALKAMI TECHNOLOGY INC COM | $1,050 | 0.00% | 67 | 67 | — | $1,050 | 新建仓 |
| KT | KT CORP SPONSORED ADR | $1,051 | 0.00% | 49 | -608 | -92.5% | -$1.30万 | 减仓 |
| PLAB | PHOTRONICS INC COM | $1,051 | 0.00% | 26 | 25 | 2,500.0% | $1,011 | 加仓 |
| CAVA | CAVA GROUP INC COM | $1,052 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| UUP | INVESCO DB US DOLLAR INDEX BULLISH FUND | $1,056 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $1,057 | 0.00% | 17 | 17 | — | $1,057 | 新建仓 |
| SBSI | SOUTHSIDE BANCSHARES INC COM | $1,057 | 0.00% | 34 | 34 | — | $1,057 | 新建仓 |
| CLB | CORE LABORATORIES INC COM | $1,058 | 0.00% | 63 | 63 | — | $1,058 | 新建仓 |
| TK | TEEKAY CORPORATION LTD SHS | $1,062 | 0.00% | 87 | 87 | — | $1,062 | 新建仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR LT SHS | $1,064 | 0.00% | 48 | 48 | — | $1,064 | 新建仓 |
| CLW | CLEARWATER PAPER CORP COM | $1,064 | 0.00% | 74 | -42 | -36.2% | -$604 | 重新持有 |
| PARR | PAR PAC HOLDINGS INC COM NEW | $1,065 | 0.00% | 17 | 17 | — | $1,065 | 新建仓 |
| BLZE | BACKBLAZE INC COM CL A | $1,066 | 0.00% | 309 | 309 | — | $1,066 | 新建仓 |
| EE | EXCELERATE ENERGY INC CL A COM | $1,069 | 0.00% | 32 | 7 | 28.0% | $234 | 加仓 |
| ANGO | ANGIODYNAMICS INC COM | $1,069 | 0.00% | 94 | 94 | — | $1,069 | 新建仓 |
| LGN | LEGENCE CORP CL A | $1,073 | 0.00% | 19 | 19 | — | $1,073 | 新建仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | $1,076 | 0.00% | 180 | -511 | -74.0% | -$3,055 | 减仓 |
| — | BANK FIRST CORPORATION COM | $1,080 | 0.00% | 8 | 8 | — | $1,080 | 新建仓 |
| — | WHITESTONE REIT COM | $1,082 | 0.00% | 67 | 67 | — | $1,082 | 新建仓 |
| NGVC | NATURAL GROCERS BY VITAMIN COM | $1,086 | 0.00% | 42 | 42 | — | $1,086 | 新建仓 |
| DRD | DRDGOLD LIMITED SPON ADR REPSTG | $1,087 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| CCBG | CAPITAL CITY BANK COM | $1,087 | 0.00% | 25 | 25 | — | $1,087 | 新建仓 |
| — | KALVISTA PHARMACEUTICALS INC COM | $1,087 | 0.00% | 54 | 54 | — | $1,087 | 新建仓 |
| MBC | MASTERBRAND INC COMMON STOCK | $1,089 | 0.00% | 131 | 118 | 907.7% | $981 | 加仓 |
| SFST | SOUTHERN FIRST BANCSHARES COM | $1,090 | 0.00% | 20 | 20 | — | $1,090 | 新建仓 |
| CNXC | CONCENTRIX CORP COM | $1,094 | 0.00% | 40 | -91 | -69.5% | -$2,489 | 减仓 |
| IBCP | INDEPENDENT BK CORP MICH COM NEW | $1,099 | 0.00% | 33 | 33 | — | $1,099 | 新建仓 |
| TEN | TSAKOS ENERGY NAVIGATION LTD SHS | $1,105 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | SUN CTRY AIRLS HLDGS INC COM | $1,107 | 0.00% | 67 | 67 | — | $1,107 | 新建仓 |
| — | MCCORMICK & CO INC COM VTG | $1,108 | 0.00% | 22 | 4 | 22.2% | $201 | 加仓 |
| — | NATHANS FAMOUS INC COM | $1,108 | 0.00% | 11 | 11 | — | $1,108 | 新建仓 |
| MSBI | MIDLAND STATES BANCORP INC COM | $1,116 | 0.00% | 50 | 13 | 35.1% | $290 | 加仓 |
| MGA | MAGNA INTL INC COM | $1,116 | 0.00% | 20 | 10 | 100.0% | $558 | 加仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $1,117 | 0.00% | 15 | -125 | -89.3% | -$9,308 | 减仓 |
| IBRX | IMMUNITYBIO INC COM | $1,120 | 0.00% | 146 | -27 | -15.6% | -$207 | 减仓 |
| ATEC | ALPHATEC HLDGS INC COM NEW | $1,121 | 0.00% | 103 | 103 | — | $1,121 | 新建仓 |