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 |
|---|---|---|---|---|---|---|---|---|
| MD | PEDIATRIX MEDICAL GROUP INC COM | $1,390 | 0.00% | 65 | 65 | — | $1,390 | 新建仓 |
| CRI | CARTERS INC COM | $1,395 | 0.00% | 39 | 29 | 290.0% | $1,037 | 加仓 |
| EMA | EMERA INC COM | $1,400 | 0.00% | 27 | 16 | 145.5% | $830 | 加仓 |
| KNTK | KINETIK HOLDINGS INC COM NEW CL A | $1,404 | 0.00% | 29 | 18 | 163.6% | $871 | 加仓 |
| — | YIELDMAX MSTR OPTION INCOME STRATEGY ETF | $1,405 | 0.00% | 66 | -315 | -82.7% | -$6,706 | 减仓 |
| ECHO | ECHOSTAR CORP CL A | $1,405 | 0.00% | 12 | 12 | — | $1,405 | 新建仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC COM CL A | $1,406 | 0.00% | 214 | 214 | — | $1,406 | 新建仓 |
| MAN | MANPOWERGROUP INC WIS COM | $1,414 | 0.00% | 48 | 31 | 182.4% | $913 | 加仓 |
| BV | BRIGHTVIEW HLDGS INC COM | $1,415 | 0.00% | 120 | 120 | — | $1,415 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG S A SPON ADR REP PFD | $1,416 | 0.00% | 169 | 56 | 49.6% | $469 | 加仓 |
| HIFS | HINGHAM INSTN SVGS MASS COM | $1,429 | 0.00% | 5 | 5 | — | $1,429 | 新建仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC COM | $1,437 | 0.00% | 61 | 60 | 6,000.0% | $1,413 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | $1,438 | 0.00% | 94 | 94 | — | $1,438 | 新建仓 |
| PDFS | PDF SOLUTIONS INC COM | $1,439 | 0.00% | 44 | 42 | 2,100.0% | $1,374 | 加仓 |
| UNFI | UNITED NAT FOODS INC COM | $1,442 | 0.00% | 32 | 32 | — | $1,442 | 新建仓 |
| IRMD | IRADIMED CORP COM | $1,444 | 0.00% | 15 | 12 | 400.0% | $1,155 | 加仓 |
| ETD | ETHAN ALLEN INTERIORS INC COM | $1,447 | 0.00% | 65 | 65 | — | $1,447 | 新建仓 |
| VRRM | VERRA MOBILITY CORP CL A COM STK | $1,458 | 0.00% | 102 | -241 | -70.3% | -$3,445 | 减仓 |
| GABC | GERMAN AMERN BANCORP INC COM | $1,463 | 0.00% | 35 | 35 | — | $1,463 | 新建仓 |
| RITM | RITHM CAPITAL CORP COM NEW | $1,469 | 0.00% | 155 | 148 | 2,114.3% | $1,403 | 加仓 |
| PEO | ADAM NAT RES FD INC COM | $1,473 | 0.00% | 53 | 53 | — | $1,473 | 新建仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC COM CL A | $1,473 | 0.00% | 263 | 263 | — | $1,473 | 新建仓 |
| — | AMERICAN WOODMARK CORP COM | $1,474 | 0.00% | 37 | 37 | — | $1,474 | 新建仓 |
| TPB | TURNING PT BRANDS INC COM | $1,475 | 0.00% | 17 | 8 | 88.9% | $694 | 加仓 |
| OPRT | OPORTUN FINL CORP COM | $1,475 | 0.00% | 320 | 320 | — | $1,475 | 新建仓 |
| AGIO | AGIOS PHARMACEUTICALS INC COM | $1,489 | 0.00% | 44 | -22 | -33.3% | -$744 | 减仓 |
| ENTA | ENANTA PHARMACEUTICALS INC COM | $1,490 | 0.00% | 118 | 118 | — | $1,490 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $1,491 | 0.00% | 150 | -99 | -39.8% | -$984 | 减仓 |
| NTGR | NETGEAR INC COM | $1,507 | 0.00% | 69 | 69 | — | $1,507 | 新建仓 |
| GKOS | GLAUKOS CORP COM | $1,507 | 0.00% | 14 | 14 | — | $1,507 | 新建仓 |
| EGHT | 8X8 INC NEW COM | $1,509 | 0.00% | 909 | 909 | — | $1,509 | 新建仓 |
| OUT | OUTFRONT MEDIA INC COM NEW | $1,511 | 0.00% | 57 | 37 | 185.0% | $981 | 加仓 |
| — | UDEMY INC COM | $1,511 | 0.00% | 327 | 319 | 3,987.5% | $1,474 | 加仓 |
| GLXY | GALAXY DIGITAL INC. CL A | $1,513 | 0.00% | 82 | 82 | — | $1,513 | 新建仓 |
| EPC | EDGEWELL PERSONAL CARE CO COM | $1,515 | 0.00% | 71 | 71 | — | $1,515 | 新建仓 |
| GLNG | GOLAR LNG LTD SHS | $1,515 | 0.00% | 28 | 28 | — | $1,515 | 新建仓 |
| RBB | RBB BANCORP COM | $1,517 | 0.00% | 71 | 21 | 42.0% | $449 | 加仓 |
| FDS | FACTSET RESH SYS INC COM | $1,519 | 0.00% | 7 | -10 | -58.8% | -$2,170 | 减仓 |
| PBR/A | PETROLEO BRASILEIRO S A SP ADR NON VTG | $1,519 | 0.00% | 81 | 81 | — | $1,519 | 新建仓 |
| CIB | GRUPO CIBEST SA SPON ADS | $1,529 | 0.00% | 21 | 4 | 23.5% | $291 | 加仓 |
| EWC | ISHARES MSCI CANADA ETF | $1,534 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CPF | CENTRAL PAC FINL CORP COM NEW | $1,534 | 0.00% | 48 | 48 | — | $1,534 | 新建仓 |
| RRBI | RED RIVER BANCSHARES INC COM | $1,537 | 0.00% | 17 | 17 | — | $1,537 | 新建仓 |
| HOV | HOVNANIAN ENTERPRISES INC CL A NEW | $1,553 | 0.00% | 14 | 10 | 250.0% | $1,109 | 加仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $1,555 | 0.00% | 45 | 21 | 87.5% | $726 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP SHS NEW | $1,557 | 0.00% | 46 | 46 | — | $1,557 | 新建仓 |
| PFS | PROVIDENT FINL SVCS INC COM | $1,566 | 0.00% | 74 | 74 | — | $1,566 | 新建仓 |
| CLSK | CLEANSPARK INC COM NEW | $1,574 | 0.00% | 185 | -175 | -48.6% | -$1,489 | 减仓 |
| HBCP | HOMEBANCORP INC COM | $1,575 | 0.00% | 26 | 26 | — | $1,575 | 新建仓 |
| TMP | TOMPKINS FINL CORP COM | $1,577 | 0.00% | 20 | 20 | — | $1,577 | 新建仓 |
| UI | UBIQUITI INC COM | $1,581 | 0.00% | 2 | 2 | — | $1,581 | 新建仓 |
| — | SILA REALTY TRUST INC COMMON STOCK | $1,587 | 0.00% | 67 | 67 | — | $1,587 | 新建仓 |
| NRDS | NERDWALLET INC COM CL A | $1,588 | 0.00% | 153 | 153 | — | $1,588 | 新建仓 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | $1,594 | 0.00% | 26 | 16 | 160.0% | $981 | 加仓 |
| TILE | INTERFACE INC COM | $1,595 | 0.00% | 64 | 37 | 137.0% | $922 | 加仓 |
| PRKS | UNITED PARKS & RESORTS INC COM | $1,600 | 0.00% | 49 | 5 | 11.4% | $163 | 加仓 |
| PK | PARK HOTELS & RESORTS INC COM | $1,601 | 0.00% | 152 | 150 | 7,500.0% | $1,580 | 加仓 |
| VTEX | VTEX SHS CL A | $1,616 | 0.00% | 404 | 404 | — | $1,616 | 新建仓 |
| BWX | SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF | $1,624 | 0.00% | 74 | 74 | — | $1,624 | 新建仓 |
| VECO | VEECO INSTRS INC DEL COM | $1,625 | 0.00% | 48 | 47 | 4,700.0% | $1,591 | 加仓 |
| SLG | SL GREEN RLTY CORP COM | $1,625 | 0.00% | 44 | 44 | — | $1,625 | 新建仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $1,626 | 0.00% | 108 | 30 | 38.5% | $452 | 加仓 |
| PHIN | PHINIA INC COMMON STOCK | $1,643 | 0.00% | 24 | 8 | 50.0% | $548 | 加仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $1,645 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MDLN | MEDLINE INC COM CL A | $1,647 | 0.00% | 37 | 37 | — | $1,647 | 新建仓 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $1,649 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| USPH | U S PHYSICAL THERAPY COM | $1,649 | 0.00% | 22 | 22 | — | $1,649 | 新建仓 |
| — | INVESCO GLOBAL WATER ETF | $1,650 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| CBL | CBL & ASSOC PPTYS INC COMMON STOCK | $1,652 | 0.00% | 43 | 43 | — | $1,652 | 新建仓 |
| AHRT | AH RLTY TR INC COM | $1,656 | 0.00% | 301 | 301 | — | $1,656 | 新建仓 |
| SENEA | SENECA FOODS CORP NEW CL A | $1,662 | 0.00% | 11 | 11 | — | $1,662 | 新建仓 |
| SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | $1,665 | 0.00% | 64 | 64 | — | $1,665 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC COM CL A | $1,667 | 0.00% | 336 | 106 | 46.1% | $526 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP COM | $1,671 | 0.00% | 34 | 14 | 70.0% | $688 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $1,675 | 0.00% | 69 | -9,306 | -99.3% | -$22.59万 | 减仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $1,679 | 0.00% | 15 | 11 | 275.0% | $1,231 | 加仓 |
| FFSM | FIDELITY FUNDAMENTAL SMALL-MID CAP ETF | $1,682 | 0.00% | 53 | 53 | — | $1,682 | 新建仓 |
| DNOW | DNOW INC COM | $1,691 | 0.00% | 142 | 81 | 132.8% | $965 | 加仓 |
| RGNX | REGENXBIO INC COM | $1,693 | 0.00% | 202 | 202 | — | $1,693 | 新建仓 |
| VNDA | VANDA PHARMACEUTICALS INC COM | $1,693 | 0.00% | 245 | 245 | — | $1,693 | 新建仓 |
| ESS | ESSEX PPTY TR INC COM | $1,694 | 0.00% | 7 | -36 | -83.7% | -$8,712 | 减仓 |
| KEP | KOREA ELEC PWR CORP SPONSORED ADR | $1,696 | 0.00% | 119 | 33 | 38.4% | $470 | 加仓 |
| AEG | AEGON LTD AMER REG 1 CERT | $1,699 | 0.00% | 234 | 19 | 8.8% | $138 | 加仓 |
| GRAL | GRAIL INC COM | $1,705 | 0.00% | 33 | 33 | — | $1,705 | 新建仓 |
| BDN | BRANDYWINE RLTY TR SH BEN INT NEW | $1,705 | 0.00% | 629 | 629 | — | $1,705 | 新建仓 |
| CNNE | CANNAE HLDGS INC COM | $1,706 | 0.00% | 150 | 150 | — | $1,706 | 新建仓 |
| DK | DELEK US HLDGS INC NEW COM | $1,713 | 0.00% | 38 | 38 | — | $1,713 | 新建仓 |
| CATH | GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | $1,719 | 0.00% | 22 | -33 | -60.0% | -$2,578 | 减仓 |
| PBYI | PUMA BIOTECHNOLOGY INC COM | $1,719 | 0.00% | 269 | 269 | — | $1,719 | 新建仓 |
| QS | QUANTUMSCAPE CORP COM CL A | $1,729 | 0.00% | 271 | -683 | -71.6% | -$4,358 | 减仓 |
| RPD | RAPID7 INC COM | $1,736 | 0.00% | 315 | 300 | 2,000.0% | $1,653 | 重新持有 |
| SMR | NUSCALE PWR CORP CL A COM | $1,745 | 0.00% | 161 | 135 | 519.2% | $1,463 | 加仓 |
| RDDT | REDDIT INC CL A | $1,750 | 0.00% | 13 | -13 | -50.0% | -$1,750 | 减仓 |
| TRST | TRUSTCO BK CORP N Y COM NEW | $1,751 | 0.00% | 40 | 40 | — | $1,751 | 新建仓 |
| FLOC | FLOWCO HLDGS INC COM CL A | $1,751 | 0.00% | 85 | 85 | — | $1,751 | 新建仓 |
| MMI | MARCUS & MILLICHAP INC COM | $1,755 | 0.00% | 66 | 65 | 6,500.0% | $1,728 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP COM | $1,757 | 0.00% | 11 | 8 | 266.7% | $1,278 | 加仓 |
| GOOD | GLADSTONE COMMERCIAL CORP COM | $1,772 | 0.00% | 155 | 155 | — | $1,772 | 新建仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD COM | $1,773 | 0.00% | 81 | 81 | — | $1,773 | 新建仓 |
| ALNT | ALLIENT INC COM | $1,773 | 0.00% | 30 | 30 | — | $1,773 | 新建仓 |