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 |
|---|---|---|---|---|---|---|---|---|
| PEBO | PEOPLES BANCORP INC COM | $2,268 | 0.00% | 69 | 69 | — | $2,268 | 新建仓 |
| EBS | EMERGENT BIOSOLUTIONS INC COM | $2,274 | 0.00% | 274 | 274 | — | $2,274 | 新建仓 |
| HQL | ABRDN LIFE SCIENCES INVESTORS SH BEN INT | $2,278 | 0.00% | 140 | 140 | — | $2,278 | 新建仓 |
| EGBN | EAGLE BANCORPORATION INC COM | $2,288 | 0.00% | 92 | 76 | 475.0% | $1,890 | 加仓 |
| BL | BLACKLINE INC COM | $2,294 | 0.00% | 62 | 62 | — | $2,294 | 新建仓 |
| MOV | MOVADO GROUP INC COM | $2,295 | 0.00% | 94 | 94 | — | $2,295 | 新建仓 |
| AAT | AMERICAN ASSETS TR INC COM | $2,301 | 0.00% | 125 | 125 | — | $2,301 | 新建仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FUND COM SHS BEN INT | $2,303 | 0.00% | 103 | 103 | — | $2,303 | 新建仓 |
| ENPH | ENPHASE ENERGY INC COM | $2,306 | 0.00% | 61 | 9 | 17.3% | $340 | 加仓 |
| KFRC | KFORCE INC COM | $2,310 | 0.00% | 79 | 56 | 243.5% | $1,637 | 加仓 |
| ATEN | A10 NETWORKS INC COM | $2,312 | 0.00% | 100 | 100 | — | $2,312 | 新建仓 |
| RWR | STATE STREET SPDR DOW JONES REIT ETF | $2,322 | 0.00% | 23 | 23 | — | $2,322 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC COM | $2,326 | 0.00% | 40 | 40 | — | $2,326 | 新建仓 |
| — | COLUMBIA FINL INC COM | $2,329 | 0.00% | 133 | 69 | 107.8% | $1,208 | 加仓 |
| TCBK | TRICO BANCSHARES COM | $2,329 | 0.00% | 49 | 49 | — | $2,329 | 新建仓 |
| CMPR | CIMPRESS PLC SHS EURO | $2,336 | 0.00% | 32 | 32 | — | $2,336 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $2,337 | 0.00% | 42 | 4 | 10.5% | $223 | 加仓 |
| — | UNITI GROUP LLC COM SHS | $2,345 | 0.00% | 250 | 250 | — | $2,345 | 新建仓 |
| PRCH | PORCH GROUP INC COM | $2,345 | 0.00% | 327 | 327 | — | $2,345 | 新建仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME SH BEN INT | $2,347 | 0.00% | 58 | 58 | — | $2,347 | 新建仓 |
| SABR | SABRE CORP COM | $2,362 | 0.00% | 1,629 | 1,629 | — | $2,362 | 新建仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $2,364 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CTRI | CENTURI HOLDINGS INC COM SHS | $2,366 | 0.00% | 81 | 81 | — | $2,366 | 新建仓 |
| LYFT | LYFT INC CL A COM | $2,367 | 0.00% | 178 | 25 | 16.3% | $332 | 加仓 |
| VTS | VITESSE ENERGY INC COMMON STOCK | $2,379 | 0.00% | 131 | 125 | 2,083.3% | $2,270 | 加仓 |
| BBSI | BARRETT BUSINESS SVCS INC COM | $2,393 | 0.00% | 82 | 82 | — | $2,393 | 新建仓 |
| NOK | NOKIA CORP SPONSORED ADR | $2,396 | 0.00% | 298 | 8 | 2.8% | $64 | 加仓 |
| — | VIRTUS CONVERTIBLE & INCOME FD COM NEW | $2,396 | 0.00% | 161 | 161 | — | $2,396 | 新建仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $2,407 | 0.00% | 99 | -1,118 | -91.9% | -$2.72万 | 减仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $2,409 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BCAL | CALIFORNIA BANCORP COM | $2,410 | 0.00% | 136 | 22 | 19.3% | $390 | 加仓 |
| LZB | LA Z BOY INC COM | $2,411 | 0.00% | 75 | 61 | 435.7% | $1,961 | 加仓 |
| PRDO | PERDOCEO ED CORP COM | $2,419 | 0.00% | 65 | 65 | — | $2,419 | 新建仓 |
| SRCE | 1ST SOURCE CORP COM | $2,422 | 0.00% | 35 | 35 | — | $2,422 | 新建仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $2,433 | 0.00% | 65 | 65 | — | $2,433 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $2,434 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC COM | $2,438 | 0.00% | 80 | 80 | — | $2,438 | 新建仓 |
| PINS | PINTEREST INC CL A | $2,439 | 0.00% | 133 | -469 | -77.9% | -$8,601 | 减仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $2,439 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $2,448 | 0.00% | 226 | 226 | — | $2,448 | 新建仓 |
| — | BRANDYWINEGBL GBL INCM OPP FD COM | $2,454 | 0.00% | 320 | 320 | — | $2,454 | 新建仓 |
| AER | AERCAP HOLDINGS NV SHS | $2,469 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $2,478 | 0.00% | 55 | 55 | — | $2,478 | 新建仓 |
| CPS | COOPER-STANDARD HOLDINGS INC COM | $2,480 | 0.00% | 89 | 89 | — | $2,480 | 新建仓 |
| MMSI | MERIT MED SYS INC COM | $2,481 | 0.00% | 36 | -68 | -65.4% | -$4,686 | 减仓 |
| MRTN | MARTEN TRANS LTD COM | $2,482 | 0.00% | 189 | 189 | — | $2,482 | 新建仓 |
| HLNE | HAMILTON LANE INC CL A | $2,485 | 0.00% | 25 | -27 | -51.9% | -$2,684 | 减仓 |
| HFWA | HERITAGE FINL CORP WASH COM | $2,496 | 0.00% | 96 | 81 | 540.0% | $2,106 | 加仓 |
| JRI | NUVEEN REAL ASSET INCOME & GRO COM | $2,497 | 0.00% | 203 | 203 | — | $2,497 | 新建仓 |
| GDRX | GOODRX HLDGS INC COM CL A | $2,497 | 0.00% | 1,274 | 1,262 | 10,516.7% | $2,473 | 重新持有 |
| AMBP | ARDAGH METAL PACKAGING S A SHS | $2,511 | 0.00% | 620 | 50 | 8.8% | $202 | 加仓 |
| BBT | BEACON FINANCIAL CORP. COM | $2,520 | 0.00% | 84 | 84 | — | $2,520 | 新建仓 |
| WABC | WESTAMERICA BANCORPORATION COM | $2,555 | 0.00% | 49 | 49 | — | $2,555 | 新建仓 |
| DGII | DIGI INTL INC COM | $2,555 | 0.00% | 53 | 53 | — | $2,555 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $2,559 | 0.00% | 285 | 285 | — | $2,559 | 新建仓 |
| WK | WORKIVA INC COM CL A | $2,564 | 0.00% | 43 | -10 | -18.9% | -$596 | 减仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC COM SHS | $2,569 | 0.00% | 154 | 154 | — | $2,569 | 新建仓 |
| FIW | FIRST TRUST WATER ETF | $2,578 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HTFL | HEARTFLOW INC COM | $2,579 | 0.00% | 106 | 106 | — | $2,579 | 新建仓 |
| PLGO | FIDELIS INSURANCE HOLDINGS LTD COM | $2,580 | 0.00% | 135 | 135 | — | $2,580 | 新建仓 |
| KURA | KURA ONCOLOGY INC COM | $2,585 | 0.00% | 318 | 318 | — | $2,585 | 新建仓 |
| CXW | CORECIVIC INC COM | $2,591 | 0.00% | 137 | 137 | — | $2,591 | 新建仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM SHS BEN INT | $2,594 | 0.00% | 191 | -288 | -60.1% | -$3,911 | 减仓 |
| KGC | KINROSS GOLD CORP COM | $2,594 | 0.00% | 85 | 52 | 157.6% | $1,587 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS SH BEN INT | $2,597 | 0.00% | 146 | 146 | — | $2,597 | 新建仓 |
| CTRN | CITI TRENDS INC COM | $2,599 | 0.00% | 60 | 60 | — | $2,599 | 新建仓 |
| TTAN | SERVICETITAN INC SHS CL A | $2,602 | 0.00% | 41 | 41 | — | $2,602 | 新建仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $2,603 | 0.00% | 79 | 79 | — | $2,603 | 新建仓 |
| — | AMICUS THERAPEUTIC COM | $2,603 | 0.00% | 180 | 180 | — | $2,603 | 新建仓 |
| GIII | G III APPAREL GROUP LTD COM | $2,604 | 0.00% | 94 | 94 | — | $2,604 | 新建仓 |
| DX | DYNEX CAP INC COM | $2,616 | 0.00% | 205 | 197 | 2,462.5% | $2,514 | 加仓 |
| AVTR | AVANTOR INC COM | $2,626 | 0.00% | 335 | 134 | 66.7% | $1,050 | 加仓 |
| BNS | BANK NOVA SCOTIA B C COM | $2,634 | 0.00% | 38 | 19 | 100.0% | $1,317 | 加仓 |
| — | STKD 100 BITCOIN & 100 GOLD ETF | $2,659 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| MCB | METROPOLITAN BK HLDG CORP COM | $2,665 | 0.00% | 32 | 32 | — | $2,665 | 新建仓 |
| HUBS | HUBSPOT INC COM | $2,685 | 0.00% | 11 | -85 | -88.5% | -$2.07万 | 减仓 |
| — | NAVIENT CORPORATION COM | $2,691 | 0.00% | 329 | -6,347 | -95.1% | -$5.19万 | 重新持有 |
| KB | KB FINL GROUP INC SPONSORED ADR | $2,693 | 0.00% | 27 | 18 | 200.0% | $1,795 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC COM | $2,696 | 0.00% | 31 | -12 | -27.9% | -$1,044 | 减仓 |
| MGNI | MAGNITE INC COM | $2,709 | 0.00% | 228 | 146 | 178.0% | $1,735 | 加仓 |
| OFG | OFG BANCORP COM | $2,711 | 0.00% | 67 | 67 | — | $2,711 | 新建仓 |
| PFBC | PREFERRED BK LOS ANGELES CA COM NEW | $2,721 | 0.00% | 30 | 30 | — | $2,721 | 新建仓 |
| PBI | PITNEY BOWES INC COM | $2,740 | 0.00% | 248 | 248 | — | $2,740 | 新建仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC COM | $2,757 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD SPONSORED ADR | $2,783 | 0.00% | 206 | 206 | — | $2,783 | 新建仓 |
| HIMX | HIMAX TECHNOLOGIES INC SPONSORED ADR | $2,786 | 0.00% | 354 | 0 | 0.0% | — | 不变 |
| TNK | TEEKAY TANKERS LTD CL A | $2,786 | 0.00% | 38 | 38 | — | $2,786 | 新建仓 |
| ZS | ZSCALER INC COM | $2,806 | 0.00% | 20 | -66 | -76.7% | -$9,260 | 减仓 |
| LOAR | LOAR HOLDINGS INC COM SHS | $2,807 | 0.00% | 49 | 18 | 58.1% | $1,031 | 加仓 |
| RZLV | REZOLVE AI PLC ORD SHS | $2,808 | 0.00% | 1,097 | 697 | 174.2% | $1,784 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP COM | $2,809 | 0.00% | 26 | -17 | -39.5% | -$1,837 | 减仓 |
| YELP | YELP INC CL A | $2,820 | 0.00% | 114 | 6 | 5.6% | $148 | 加仓 |
| PATH | UIPATH INC CL A | $2,831 | 0.00% | 255 | -738 | -74.3% | -$8,193 | 减仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $2,832 | 0.00% | 57 | -8 | -12.3% | -$397 | 减仓 |
| ACDC | PROFRAC HLDG CORP CLASS A COM | $2,852 | 0.00% | 460 | 460 | — | $2,852 | 新建仓 |
| TALO | TALOS ENERGY INC COM | $2,853 | 0.00% | 181 | 32 | 21.5% | $504 | 加仓 |
| JBGS | JBG SMITH PPTYS COM | $2,864 | 0.00% | 196 | 196 | — | $2,864 | 新建仓 |
| ICLR | ICON PLC SHS | $2,877 | 0.00% | 26 | -33 | -55.9% | -$3,652 | 减仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FORM COM | $2,878 | 0.00% | 247 | 247 | — | $2,878 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC COM CL A | $2,882 | 0.00% | 51 | 51 | — | $2,882 | 新建仓 |