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 |
|---|---|---|---|---|---|---|---|---|
| UTL | UNITIL CORP COM | $1,776 | 0.00% | 34 | 34 | — | $1,776 | 新建仓 |
| RES | RPC INC COM | $1,777 | 0.00% | 251 | 251 | — | $1,777 | 新建仓 |
| HURN | HURON CONSULTING GROUP INC COM | $1,785 | 0.00% | 14 | -8 | -36.4% | -$1,020 | 减仓 |
| RAL | RALLIANT CORP COM | $1,788 | 0.00% | 43 | -3 | -6.5% | -$125 | 减仓 |
| HAPN | LENDINGCLUB ISSUANCE TR SER COM NEW | $1,790 | 0.00% | 125 | 125 | — | $1,790 | 新建仓 |
| ATEX | ANTERIX INC COM | $1,795 | 0.00% | 47 | 47 | — | $1,795 | 新建仓 |
| HE | HAWAIIAN ELEC INDS INC MTN BE COM | $1,796 | 0.00% | 121 | 37 | 44.0% | $549 | 加仓 |
| MNDY | MONDAY COM LTD SHS | $1,797 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| RNGR | RANGER ENERGY SVCS INC COM CL A | $1,800 | 0.00% | 105 | 105 | — | $1,800 | 新建仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $1,807 | 0.00% | 44 | 44 | — | $1,807 | 新建仓 |
| BYD | BOYD GAMING CORP COM | $1,808 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| AHCO | ADAPTHEALTH CORP COMMON STOCK | $1,809 | 0.00% | 152 | 152 | — | $1,809 | 新建仓 |
| CFFN | CAPITOL FED FINL INC COM | $1,825 | 0.00% | 256 | 256 | — | $1,825 | 新建仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT COM CL A | $1,826 | 0.00% | 31 | 30 | 3,000.0% | $1,767 | 加仓 |
| ASIX | ADVANSIX INC COM | $1,830 | 0.00% | 75 | 66 | 733.3% | $1,610 | 加仓 |
| LILAK | LIBERTY LATIN AMERICA LTD COM CL C | $1,843 | 0.00% | 209 | 209 | — | $1,843 | 新建仓 |
| — | ENVIRI CORP COM | $1,844 | 0.00% | 94 | 94 | — | $1,844 | 新建仓 |
| DOCU | DOCUSIGN INC COM | $1,849 | 0.00% | 39 | -130 | -76.9% | -$6,163 | 减仓 |
| KREF | KKR REAL ESTATE FIN TR INC COM | $1,854 | 0.00% | 303 | 303 | — | $1,854 | 新建仓 |
| EVTC | EVERTEC INC COM | $1,863 | 0.00% | 66 | 66 | — | $1,863 | 新建仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $1,872 | 0.00% | 200 | 200 | — | $1,872 | 新建仓 |
| CENT | CENTRAL GARDEN & PET CO COM | $1,875 | 0.00% | 51 | 21 | 70.0% | $772 | 加仓 |
| QGEN | QIAGEN NV ORD SHARES | $1,882 | 0.00% | 47 | 6 | 14.6% | $240 | 加仓 |
| MITK | MITEK SYS INC COM NEW | $1,890 | 0.00% | 140 | 140 | — | $1,890 | 新建仓 |
| DRVN | DRIVEN BRANDS HLDGS INC COM | $1,892 | 0.00% | 150 | 147 | 4,900.0% | $1,854 | 加仓 |
| PLPC | PREFORMED LINE PRODS CO COM | $1,895 | 0.00% | 7 | 7 | — | $1,895 | 新建仓 |
| CSR | CENTERSPACE COM | $1,896 | 0.00% | 33 | 33 | — | $1,896 | 新建仓 |
| TLN | TALEN ENERGY CORP COM | $1,915 | 0.00% | 6 | 3 | 100.0% | $958 | 加仓 |
| — | SIMULATIONS PLUS INC COM | $1,915 | 0.00% | 162 | 162 | — | $1,915 | 新建仓 |
| EFXT | ENERFLEX LTD COM | $1,925 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| GRC | GORMAN RUPP CO COM | $1,926 | 0.00% | 31 | 31 | — | $1,926 | 新建仓 |
| KOP | KOPPERS HOLDINGS INC COM | $1,934 | 0.00% | 50 | 50 | — | $1,934 | 新建仓 |
| EH | EHANG HLDGS LTD ADS | $1,942 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP COM | $1,946 | 0.00% | 69 | -2 | -2.8% | -$56 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE INC COM | $1,947 | 0.00% | 25 | 25 | — | $1,947 | 新建仓 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $1,949 | 0.00% | 64 | 64 | — | $1,949 | 新建仓 |
| WD | WALKER & DUNLOP INC COM | $1,953 | 0.00% | 44 | 10 | 29.4% | $444 | 加仓 |
| JOUT | JOHNSON OUTDOORS INC CL A | $1,953 | 0.00% | 42 | 42 | — | $1,953 | 新建仓 |
| ROCK | GIBRALTAR INDS INC COM | $1,954 | 0.00% | 49 | -31 | -38.8% | -$1,236 | 减仓 |
| AIV | APARTMENT INVT & MGMT CO CL A | $1,954 | 0.00% | 480 | 480 | — | $1,954 | 新建仓 |
| FLCB | FRANKLIN U.S CORE BOND ETF | $1,956 | 0.00% | 91 | -1,621 | -94.7% | -$3.48万 | 减仓 |
| HIW | HIGHWOODS PPTYS INC COM | $1,970 | 0.00% | 92 | 29 | 46.0% | $621 | 加仓 |
| HAFC | HANMI FINL CORP COM NEW | $1,977 | 0.00% | 75 | 75 | — | $1,977 | 新建仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $1,996 | 0.00% | 61 | 61 | — | $1,996 | 新建仓 |
| WF | WOORI FINL GROUP INC SPONSORED ADS | $1,998 | 0.00% | 30 | 17 | 130.8% | $1,132 | 加仓 |
| GEO | GEO GROUP INC COM | $2,000 | 0.00% | 119 | 119 | — | $2,000 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC COM | $2,002 | 0.00% | 84 | 27 | 47.4% | $644 | 加仓 |
| RGEN | REPLIGEN CORP COM | $2,003 | 0.00% | 17 | -65 | -79.3% | -$7,659 | 减仓 |
| MARA | MARA HOLDINGS INC COM | $2,007 | 0.00% | 246 | -100 | -28.9% | -$816 | 减仓 |
| SFL | SFL CORPORATION LTD SHS | $2,007 | 0.00% | 186 | 186 | — | $2,007 | 新建仓 |
| MLKN | MILLERKNOLL INC COM | $2,010 | 0.00% | 139 | 139 | — | $2,010 | 新建仓 |
| GT | GOODYEAR TIRE & RUBR CO COM | $2,016 | 0.00% | 304 | -129 | -29.8% | -$855 | 减仓 |
| EMBJ | EMBRAER S.A. SPONSORED ADS | $2,018 | 0.00% | 34 | 2 | 6.2% | $119 | 加仓 |
| AIP | ARTERIS INC COM | $2,022 | 0.00% | 123 | 119 | 2,975.0% | $1,956 | 加仓 |
| — | BAKKT INC COM CL A NEW | $2,024 | 0.00% | 275 | 275 | — | $2,024 | 新建仓 |
| — | BEYOND MEAT INC COM | $2,026 | 0.00% | 2,887 | 1,554 | 116.6% | $1,091 | 加仓 |
| FRHC | FREEDOM HOLDING CORP COM | $2,028 | 0.00% | 14 | 14 | — | $2,028 | 新建仓 |
| SMA | SMARTSTOP SELF STORAG REIT INC COMMON STOCK | $2,029 | 0.00% | 67 | 67 | — | $2,029 | 新建仓 |
| EGP | EASTGROUP PPTYS INC COM | $2,036 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | HIGH TIDE INC COM NEW | $2,043 | 0.00% | 892 | -108 | -10.8% | -$247 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP COM | $2,043 | 0.00% | 43 | 43 | — | $2,043 | 新建仓 |
| — | LEGGETT & PLATT INC COM | $2,045 | 0.00% | 207 | 92 | 80.0% | $909 | 加仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP INC COM | $2,047 | 0.00% | 207 | 207 | — | $2,047 | 新建仓 |
| BBD | BANCO BRADESCO S A SP ADR PFD NEW | $2,048 | 0.00% | 561 | 561 | — | $2,048 | 新建仓 |
| HUN | HUNTSMAN CORP COM | $2,050 | 0.00% | 154 | 116 | 305.3% | $1,544 | 加仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $2,056 | 0.00% | 41 | 41 | — | $2,056 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $2,065 | 0.00% | 12 | -2 | -14.3% | -$344 | 减仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $2,070 | 0.00% | 35 | -9 | -20.5% | -$532 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC COM SHS SER C | $2,070 | 0.00% | 22 | 17 | 340.0% | $1,600 | 加仓 |
| PTLO | PORTILLOS INC COM CL A | $2,079 | 0.00% | 393 | 393 | — | $2,079 | 新建仓 |
| ORRF | ORRSTOWN FINL SVCS INC COM | $2,093 | 0.00% | 58 | 43 | 286.7% | $1,552 | 加仓 |
| TXG | 10X GENOMICS INC CL A COM | $2,102 | 0.00% | 99 | 9 | 10.0% | $191 | 加仓 |
| BOX | BOX INC CL A | $2,104 | 0.00% | 89 | -99 | -52.7% | -$2,340 | 减仓 |
| RBRK | RUBRIK INC. CL A | $2,106 | 0.00% | 43 | 17 | 65.4% | $833 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC COM SER A | $2,108 | 0.00% | 23 | 19 | 475.0% | $1,741 | 加仓 |
| CVI | CVR ENERGY INC COM | $2,120 | 0.00% | 63 | 55 | 687.5% | $1,851 | 加仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $2,133 | 0.00% | 95 | -14 | -12.8% | -$314 | 减仓 |
| AMSF | AMERISAFE INC COM | $2,133 | 0.00% | 64 | 64 | — | $2,133 | 新建仓 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $2,135 | 0.00% | 16 | 12 | 300.0% | $1,601 | 加仓 |
| OSBC | OLD SECOND BANCORP INC DEL COM | $2,137 | 0.00% | 106 | 106 | — | $2,137 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | $2,141 | 0.00% | 284 | 284 | — | $2,141 | 新建仓 |
| STVN | STEVANATO GROUP S P A ORD SHS | $2,159 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X DOW 30 COVERED CALL ETF | $2,167 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC COM | $2,172 | 0.00% | 155 | 155 | — | $2,172 | 新建仓 |
| HBM | HUDBAY MINERALS INC COM | $2,174 | 0.00% | 104 | 31 | 42.5% | $648 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC COM | $2,177 | 0.00% | 243 | 243 | — | $2,177 | 新建仓 |
| RZLT | REZOLUTE INC COM NEW | $2,181 | 0.00% | 715 | 715 | — | $2,181 | 新建仓 |
| ZD | ZIFF DAVIS INC COM | $2,182 | 0.00% | 52 | 39 | 300.0% | $1,636 | 加仓 |
| NGS | NATURAL GAS SVCS GROUP INC COM | $2,189 | 0.00% | 58 | 58 | — | $2,189 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $2,190 | 0.00% | 35 | 12 | 52.2% | $751 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC COM | $2,193 | 0.00% | 16 | 16 | — | $2,193 | 新建仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $2,216 | 0.00% | 73 | 73 | — | $2,216 | 新建仓 |
| — | PROASSURANCE CORP COM | $2,225 | 0.00% | 90 | 90 | — | $2,225 | 新建仓 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $2,245 | 0.00% | 18 | 18 | — | $2,245 | 新建仓 |
| — | NORTHFIELD BANCORP INC DEL COM | $2,248 | 0.00% | 166 | 166 | — | $2,248 | 新建仓 |
| TBLA | TABOOLA.COM LTD ORD SHS | $2,248 | 0.00% | 725 | 725 | — | $2,248 | 新建仓 |
| FBRT | FRANKLIN BSP RLTY TR INC COMMON STOCK | $2,250 | 0.00% | 265 | 265 | — | $2,250 | 新建仓 |
| PRAX | PRAXIS PRECISION MEDICINES INC COM NEW | $2,255 | 0.00% | 7 | 7 | — | $2,255 | 新建仓 |
| DOLE | DOLE PLC ORD SHS | $2,258 | 0.00% | 158 | 158 | — | $2,258 | 新建仓 |
| ERIE | ERIE INDTY CO CL A | $2,262 | 0.00% | 9 | -19 | -67.9% | -$4,775 | 减仓 |