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 |
|---|---|---|---|---|---|---|---|---|
| FIS | FIDELITY NATL INFORMATION SVCS COM | $6,286 | 0.00% | 134 | -449 | -77.0% | -$2.11万 | 减仓 |
| CARG | CARGURUS INC COM CL A | $6,299 | 0.00% | 185 | 15 | 8.8% | $511 | 加仓 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $6,321 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC SPON ADS | $6,325 | 0.00% | 1,049 | 23 | 2.2% | $139 | 加仓 |
| RBA | RB GLOBAL INC COM | $6,326 | 0.00% | 66 | 58 | 725.0% | $5,559 | 加仓 |
| COMP | COMPASS INC CL A | $6,330 | 0.00% | 866 | 721 | 497.2% | $5,270 | 加仓 |
| ARCC | ARES CAPITAL CORP COM | $6,343 | 0.00% | 352 | -691 | -66.3% | -$1.25万 | 减仓 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS TR COM | $6,361 | 0.00% | 433 | 433 | — | $6,361 | 新建仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $6,417 | 0.00% | 76 | -58 | -43.3% | -$4,897 | 减仓 |
| CHH | CHOICE HOTELS INTL INC COM | $6,417 | 0.00% | 62 | 35 | 129.6% | $3,622 | 加仓 |
| LFST | LIFESTANCE HEALTH GROUP INC COM | $6,427 | 0.00% | 1,009 | 56 | 5.9% | $357 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC COM | $6,433 | 0.00% | 289 | -43 | -13.0% | -$957 | 减仓 |
| PDD | PDD HOLDINGS INC SPONSORED ADS | $6,437 | 0.00% | 63 | 19 | 43.2% | $1,941 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $6,440 | 0.00% | 29 | 4 | 16.0% | $888 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT I CL A | $6,441 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| FIVA | FIDELITY INTERNATIONAL VALUE FACTOR ETF | $6,475 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| AKR | ACADIA RLTY TR COM SH BEN INT | $6,482 | 0.00% | 339 | 324 | 2,160.0% | $6,195 | 加仓 |
| PRGS | PROGRESS SOFTWARE CORP COM | $6,489 | 0.00% | 253 | 206 | 438.3% | $5,284 | 加仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A | $6,500 | 0.00% | 135 | 127 | 1,587.5% | $6,115 | 加仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $6,515 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MLAB | MESA LABS INC COM | $6,543 | 0.00% | 74 | 74 | — | $6,543 | 新建仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $6,553 | 0.00% | 28 | 16 | 133.3% | $3,745 | 加仓 |
| DXC | DXC TECHNOLOGY CO COM | $6,587 | 0.00% | 524 | 151 | 40.5% | $1,898 | 加仓 |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | $6,588 | 0.00% | 102 | -100 | -49.5% | -$6,459 | 重新持有 |
| FTDR | FRONTDOOR INC COM | $6,608 | 0.00% | 125 | 40 | 47.1% | $2,115 | 加仓 |
| GDDY | GODADDY INC CL A | $6,614 | 0.00% | 80 | -26 | -24.5% | -$2,150 | 减仓 |
| WHR | WHIRLPOOL CORP COM | $6,632 | 0.00% | 123 | 63 | 105.0% | $3,397 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | $6,637 | 0.00% | 85 | 25 | 41.7% | $1,952 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC COM | $6,654 | 0.00% | 699 | -1 | -0.1% | -$10 | 减仓 |
| KYMR | KYMERA THERAPEUTICS INC COM | $6,663 | 0.00% | 80 | -4 | -4.8% | -$333 | 减仓 |
| — | PROSHARES ULTRA MIDCAP400 | $6,664 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC COM | $6,665 | 0.00% | 50 | 26 | 108.3% | $3,466 | 加仓 |
| WEN | WENDYS CO COM | $6,679 | 0.00% | 961 | 915 | 1,989.1% | $6,359 | 加仓 |
| CENX | CENTURY ALUM CO COM | $6,691 | 0.00% | 114 | 114 | — | $6,691 | 新建仓 |
| BPOP | POPULAR INC COM NEW | $6,843 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| IBTM | ISHARES IBONDS DEC 2032 TERM TREASURY ETF | $6,856 | 0.00% | 299 | 299 | — | $6,856 | 新建仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $6,869 | 0.00% | 166 | -207 | -55.5% | -$8,566 | 减仓 |
| IBTP | ISHARES IBONDS DEC 2034 TERM TREASURY ETF | $6,869 | 0.00% | 268 | 268 | — | $6,869 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $6,884 | 0.00% | 186 | 48 | 34.8% | $1,777 | 加仓 |
| VFH | VANGUARD FINANCIALS ETF | $6,886 | 0.00% | 57 | 57 | — | $6,886 | 新建仓 |
| DEI | DOUGLAS EMMETT INC COM | $6,895 | 0.00% | 732 | 732 | — | $6,895 | 新建仓 |
| IBTL | ISHARES IBONDS DEC 2031 TERM TREASURY ETF | $6,895 | 0.00% | 338 | 338 | — | $6,895 | 新建仓 |
| CXT | CRANE NXT CO COM | $6,900 | 0.00% | 170 | -22 | -11.5% | -$893 | 减仓 |
| IBTO | ISHARES IBONDS DEC 2033 TERM TREASURY ETF | $6,902 | 0.00% | 283 | 283 | — | $6,902 | 新建仓 |
| IBTQ | ISHARES IBONDS DEC 2035 TERM TREASURY ETF | $6,908 | 0.00% | 273 | 273 | — | $6,908 | 新建仓 |
| HWKN | HAWKINS INC COM | $6,912 | 0.00% | 45 | 18 | 66.7% | $2,765 | 加仓 |
| OTTR | OTTER TAIL CORP COM | $6,934 | 0.00% | 79 | 11 | 16.2% | $965 | 加仓 |
| DHT | DHT HOLDINGS INC SHS NEW | $6,961 | 0.00% | 381 | 381 | — | $6,961 | 新建仓 |
| FIGS | FIGS INC CL A | $6,971 | 0.00% | 472 | 472 | — | $6,971 | 新建仓 |
| WING | WINGSTOP INC COM | $6,974 | 0.00% | 45 | 15 | 50.0% | $2,325 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD COM CL C | $6,979 | 0.00% | 595 | 213 | 55.8% | $2,498 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $7,010 | 0.00% | 72 | 18 | 33.3% | $1,752 | 加仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $7,070 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| TBBB | BBB FOODS INC CL A COM | $7,074 | 0.00% | 200 | 200 | — | $7,074 | 新建仓 |
| WOR | WORTHINGTON ENTERPRISES INC COM | $7,091 | 0.00% | 136 | 12 | 9.7% | $626 | 加仓 |
| INVA | INNOVIVA INC COM | $7,107 | 0.00% | 305 | 305 | — | $7,107 | 新建仓 |
| RNG | RINGCENTRAL INC CL A | $7,140 | 0.00% | 192 | 99 | 106.5% | $3,682 | 加仓 |
| DOCS | DOXIMITY INC CL A | $7,153 | 0.00% | 307 | -72 | -19.0% | -$1,678 | 减仓 |
| PL | PLANET LABS PBC COM CL A | $7,176 | 0.00% | 257 | 100 | 63.7% | $2,792 | 加仓 |
| — | DAY ONE BIOPHARMACEUTICALS INC COM | $7,182 | 0.00% | 335 | 329 | 5,483.3% | $7,053 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA COM NEW | $7,209 | 0.00% | 238 | 24 | 11.2% | $727 | 加仓 |
| AMPL | AMPLITUDE INC COM CL A | $7,243 | 0.00% | 1,062 | 1,062 | — | $7,243 | 新建仓 |
| BILL | BILL HOLDINGS INC COM | $7,277 | 0.00% | 190 | -57 | -23.1% | -$2,183 | 减仓 |
| RUSHB | RUSH ENTERPRISES INC CL B | $7,336 | 0.00% | 114 | 33 | 40.7% | $2,124 | 加仓 |
| LRMR | LARIMAR THERAPEUTICS INC COM | $7,340 | 0.00% | 1,631 | 1,631 | — | $7,340 | 新建仓 |
| — | NEOS BITCOIN HIGH INCOME ETF | $7,343 | 0.00% | 224 | 224 | — | $7,343 | 新建仓 |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | $7,382 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| AVPT | AVEPOINT INC COM CL A | $7,418 | 0.00% | 780 | 780 | — | $7,418 | 新建仓 |
| ORC | ORCHID IS CAP INC COM NEW | $7,424 | 0.00% | 1,056 | 1,056 | — | $7,424 | 新建仓 |
| ITRI | ITRON INC COM | $7,439 | 0.00% | 83 | -2 | -2.4% | -$179 | 减仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $7,490 | 0.00% | 167 | -3,218 | -95.1% | -$14.43万 | 减仓 |
| BLBD | BLUE BIRD CORP COM | $7,496 | 0.00% | 132 | 119 | 915.4% | $6,758 | 加仓 |
| SDGR | SCHRODINGER INC COM | $7,498 | 0.00% | 660 | 660 | — | $7,498 | 新建仓 |
| LASR | NLIGHT INC COM | $7,527 | 0.00% | 132 | 126 | 2,100.0% | $7,185 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC COM SHS | $7,560 | 0.00% | 211 | 41 | 24.1% | $1,469 | 加仓 |
| WLY | WILEY JOHN & SONS INC CL A | $7,582 | 0.00% | 199 | 134 | 206.2% | $5,105 | 加仓 |
| TDC | TERADATA CORP DEL COM | $7,586 | 0.00% | 296 | 28 | 10.4% | $718 | 加仓 |
| CXM | SPRINKLR INC CL A | $7,590 | 0.00% | 1,265 | 1,227 | 3,228.9% | $7,362 | 加仓 |
| RHI | ROBERT HALF INC. COM | $7,620 | 0.00% | 300 | 185 | 160.9% | $4,699 | 加仓 |
| FBP | FIRST BANCORP CORPORATION COM NEW | $7,626 | 0.00% | 357 | 357 | — | $7,626 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC COM | $7,629 | 0.00% | 261 | 65 | 33.2% | $1,900 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS DE COM | $7,650 | 0.00% | 779 | 779 | — | $7,650 | 新建仓 |
| PGY | PAGAYA TECHNOLOGIES LTD CL A NEW | $7,654 | 0.00% | 657 | -657 | -50.0% | -$7,654 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP COM | $7,691 | 0.00% | 1,740 | 985 | 130.5% | $4,354 | 加仓 |
| TRP | TC ENERGY CORP COM | $7,700 | 0.00% | 123 | -56 | -31.3% | -$3,506 | 减仓 |
| TPYP | TORTOISE NORTH AMERICAN PIPELINE ETF | $7,710 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| HCSG | HEALTHCARE SVCS GROUP INC COM | $7,717 | 0.00% | 416 | 416 | — | $7,717 | 新建仓 |
| SHOO | MADDEN STEVEN LTD COM | $7,734 | 0.00% | 228 | 14 | 6.5% | $475 | 加仓 |
| WWW | WOLVERINE WORLD WIDE INC COM | $7,736 | 0.00% | 474 | 474 | — | $7,736 | 新建仓 |
| IBN | ICICI BANK LIMITED ADR | $7,744 | 0.00% | 299 | 207 | 225.0% | $5,361 | 加仓 |
| CNA | CNA FINL CORP COM | $7,760 | 0.00% | 169 | 152 | 894.1% | $6,979 | 加仓 |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $7,771 | 0.00% | 104 | -235 | -69.3% | -$1.76万 | 减仓 |
| HUM | HUMANA INC COM | $7,803 | 0.00% | 45 | -47 | -51.1% | -$8,150 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $7,803 | 0.00% | 1,530 | 1,530 | — | $7,803 | 新建仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $7,813 | 0.00% | 80 | 69 | 627.3% | $6,739 | 加仓 |
| DORM | DORMAN PRODS INC COM | $7,827 | 0.00% | 75 | -39 | -34.2% | -$4,070 | 减仓 |
| KBH | KB HOME COM | $7,866 | 0.00% | 152 | 5 | 3.4% | $259 | 加仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $7,912 | 0.00% | 318 | 205 | 181.4% | $5,101 | 加仓 |
| BMI | BADGER METER INC COM | $7,922 | 0.00% | 52 | -12 | -18.8% | -$1,828 | 减仓 |
| ACHR | ARCHER AVIATION INC COM CL A | $7,941 | 0.00% | 1,536 | 0 | 0.0% | — | 不变 |