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 |
|---|---|---|---|---|---|---|---|---|
| BFAM | BRIGHT HORIZONS FAM SOL IN DEL COM | $8,049 | 0.00% | 98 | 12 | 14.0% | $986 | 加仓 |
| PLUS | EPLUS INC COM | $8,052 | 0.00% | 107 | -2 | -1.8% | -$151 | 减仓 |
| — | GABELLI UTIL TR COM | $8,057 | 0.00% | 1,332 | 0 | 0.0% | — | 不变 |
| — | ONESTREAM INC CL A | $8,088 | 0.00% | 337 | 337 | — | $8,088 | 新建仓 |
| TRIP | TRIPADVISOR INC COM | $8,102 | 0.00% | 760 | 414 | 119.7% | $4,413 | 加仓 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $8,107 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| — | FIDELITY STOCKS FOR INFLATION ETF | $8,111 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS HLDGS INC NEW COM | $8,181 | 0.00% | 111 | 15 | 15.6% | $1,106 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $8,186 | 0.00% | 118 | -120 | -50.4% | -$8,325 | 减仓 |
| HRB | BLOCK H & R INC COM | $8,189 | 0.00% | 258 | -79 | -23.4% | -$2,507 | 减仓 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $8,193 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC COM | $8,226 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC COM | $8,365 | 0.00% | 70 | 7 | 11.1% | $836 | 加仓 |
| — | LXP INDUSTRIAL TRUST COM | $8,373 | 0.00% | 181 | 181 | — | $8,373 | 新建仓 |
| ICUI | ICU MED INC COM | $8,395 | 0.00% | 65 | -3 | -4.4% | -$387 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC COM | $8,409 | 0.00% | 104 | 104 | — | $8,409 | 新建仓 |
| UPST | UPSTART HLDGS INC COM | $8,439 | 0.00% | 329 | 132 | 67.0% | $3,386 | 加仓 |
| PD | PAGERDUTY INC COM | $8,439 | 0.00% | 1,359 | 1,359 | — | $8,439 | 新建仓 |
| GEF | GREIF INC CL A | $8,451 | 0.00% | 126 | 66 | 110.0% | $4,427 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $8,472 | 0.00% | 56 | -1,000 | -94.7% | -$15.13万 | 减仓 |
| INSM | INSMED INC COM PAR $.01 | $8,503 | 0.00% | 52 | 3 | 6.1% | $491 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC COM | $8,546 | 0.00% | 162 | 41 | 33.9% | $2,163 | 加仓 |
| ENVA | ENOVA INTL INC COM | $8,557 | 0.00% | 63 | 13 | 26.0% | $1,766 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC COM | $8,588 | 0.00% | 904 | 892 | 7,433.3% | $8,474 | 加仓 |
| VC | VISTEON CORP COM NEW | $8,655 | 0.00% | 95 | 18 | 23.4% | $1,640 | 加仓 |
| CHE | CHEMED CORP NEW COM | $8,688 | 0.00% | 23 | -22 | -48.9% | -$8,310 | 减仓 |
| BHE | BENCHMARK ELECTRS INC COM | $8,689 | 0.00% | 155 | 33 | 27.0% | $1,850 | 加仓 |
| BAR | GRANITESHARES GOLD SHARES | $8,719 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $8,719 | 0.00% | 233 | 233 | — | $8,719 | 新建仓 |
| ZG | ZILLOW GROUP INC CL A | $8,733 | 0.00% | 211 | 81 | 62.3% | $3,352 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD COM | $8,788 | 0.00% | 4 | -4 | -50.0% | -$8,788 | 减仓 |
| SEZL | SEZZLE INC COM | $8,797 | 0.00% | 139 | 16 | 13.0% | $1,013 | 加仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $8,815 | 0.00% | 185 | -2,721 | -93.6% | -$12.97万 | 减仓 |
| LBTYA | LIBERTY GLOBAL LTD COM CL A | $8,838 | 0.00% | 731 | 272 | 59.3% | $3,289 | 加仓 |
| VOTE | TCW TRANSFORM 500 ETF | $8,870 | 0.00% | 116 | 39 | 50.6% | $2,982 | 加仓 |
| — | SPROTT NICKEL MINERS ETF | $8,870 | 0.00% | 554 | 554 | — | $8,870 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $8,878 | 0.00% | 146 | 77 | 111.6% | $4,682 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC COM CL A | $8,890 | 0.00% | 80 | 22 | 37.9% | $2,445 | 加仓 |
| HUBG | HUB GROUP INC CL A | $8,902 | 0.00% | 247 | 28 | 12.8% | $1,009 | 加仓 |
| SXI | STANDEX INTL CORP COM | $8,920 | 0.00% | 35 | 5 | 16.7% | $1,274 | 加仓 |
| KWR | QUAKER HOUGHTON COM | $8,945 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA RUSSELL2000 | $8,961 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP SPONSORED ADR | $8,997 | 0.00% | 300 | -42 | -12.3% | -$1,260 | 减仓 |
| OGS | ONE GAS INC COM | $9,044 | 0.00% | 105 | 18 | 20.7% | $1,550 | 加仓 |
| BRO | BROWN & BROWN INC COM | $9,064 | 0.00% | 139 | -99 | -41.6% | -$6,456 | 减仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $9,097 | 0.00% | 154 | 24 | 18.5% | $1,418 | 加仓 |
| — | ATKORE INC COM | $9,131 | 0.00% | 155 | 57 | 58.2% | $3,358 | 加仓 |
| AGNC | AGNC INVT CORP COM | $9,258 | 0.00% | 923 | 856 | 1,277.6% | $8,586 | 加仓 |
| NXH | BED BATH & BEYOND INC COM | $9,285 | 0.00% | 2,001 | 126 | 6.7% | $585 | 加仓 |
| HTZ | HERTZ GLOBAL HLDGS INC COM NEW | $9,294 | 0.00% | 2,016 | 207 | 11.4% | $954 | 加仓 |
| CSGP | COSTAR GROUP INC COM | $9,319 | 0.00% | 231 | -41 | -15.1% | -$1,654 | 减仓 |
| ALRM | ALARM COM HLDGS INC COM | $9,329 | 0.00% | 216 | 122 | 129.8% | $5,269 | 加仓 |
| GME | GAMESTOP CORP CL A | $9,331 | 0.00% | 405 | 363 | 864.3% | $8,363 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO COMMON STOCK | $9,365 | 0.00% | 202 | 88 | 77.2% | $4,080 | 加仓 |
| MGRC | MCGRATH RENTCORP COM | $9,374 | 0.00% | 85 | 13 | 18.1% | $1,434 | 加仓 |
| — | BLOCK INC 0.25 11/01/2027 | $9,399 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| MZTI | MARZETTI COMPANY COM | $9,406 | 0.00% | 68 | -4 | -5.6% | -$553 | 减仓 |
| DBX | DROPBOX INC CL A | $9,474 | 0.00% | 417 | -15 | -3.5% | -$341 | 减仓 |
| EPAM | EPAM SYS INC COM | $9,478 | 0.00% | 70 | -23 | -24.7% | -$3,114 | 减仓 |
| PII | POLARIS INC COM | $9,592 | 0.00% | 176 | 16 | 10.0% | $872 | 加仓 |
| FRME | FIRST MERCHANTS CORP COM | $9,605 | 0.00% | 248 | 55 | 28.5% | $2,130 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC COM | $9,619 | 0.00% | 758 | 346 | 84.0% | $4,391 | 加仓 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $9,647 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| RELY | REMITLY GLOBAL INC COM | $9,653 | 0.00% | 616 | 616 | — | $9,653 | 新建仓 |
| XPEV | XPENG INC ADS | $9,667 | 0.00% | 565 | 10 | 1.8% | $171 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $9,678 | 0.00% | 106 | 1 | 1.0% | $91 | 加仓 |
| RAMP | LIVERAMP HLDGS INC COM | $9,680 | 0.00% | 365 | 173 | 90.1% | $4,588 | 加仓 |
| — | COSTAMARE BULKERS HLDGS LTD COM SHS | $9,700 | 0.00% | 627 | 627 | — | $9,700 | 新建仓 |
| ULS | UL SOLUTIONS INC CLASS A COM SHS | $9,771 | 0.00% | 114 | 21 | 22.6% | $1,800 | 加仓 |
| USLM | UNITED STS LIME & MINERALS INC COM | $9,796 | 0.00% | 75 | 20 | 36.4% | $2,612 | 加仓 |
| SYNA | SYNAPTICS INC COM | $9,806 | 0.00% | 140 | 40 | 40.0% | $2,802 | 加仓 |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | $9,811 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $9,816 | 0.00% | 220 | -1,280 | -85.3% | -$5.71万 | 减仓 |
| ASH | ASHLAND INC COM | $9,843 | 0.00% | 177 | 127 | 254.0% | $7,062 | 加仓 |
| AIR | AAR CORP COM | $9,851 | 0.00% | 90 | 16 | 21.6% | $1,751 | 加仓 |
| VNOM | VIPER ENERGY INC CL A | $9,915 | 0.00% | 211 | 39 | 22.7% | $1,833 | 加仓 |
| SAIL | SAILPOINT INC COM | $9,943 | 0.00% | 751 | 751 | — | $9,943 | 新建仓 |
| FLO | FLOWERS FOODS INC COM | $9,967 | 0.00% | 1,223 | 1,153 | 1,647.1% | $9,397 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP CL A | $9,986 | 0.00% | 255 | 255 | — | $9,986 | 新建仓 |
| NOVT | NOVANTA INC COM | $1.00万 | 0.00% | 85 | 16 | 23.2% | $1,890 | 加仓 |
| WHD | CACTUS INC CL A | $1.00万 | 0.00% | 212 | 128 | 152.4% | $6,063 | 加仓 |
| NGVT | INGEVITY CORP COM | $1.00万 | 0.00% | 141 | 39 | 38.2% | $2,778 | 加仓 |
| TXNM | TXNM ENERGY INC COM | $1.01万 | 0.00% | 172 | 76 | 79.2% | $4,443 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR INC COM | $1.01万 | 0.00% | 49 | 3 | 6.5% | $616 | 加仓 |
| CCS | CENTURY COMMUNITIES INC COM | $1.01万 | 0.00% | 176 | 106 | 151.4% | $6,082 | 加仓 |
| SOXQ | INVESCO PHLX SEMICONDUCTOR ETF | $1.01万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC COM | $1.02万 | 0.00% | 183 | 182 | 18,200.0% | $1.01万 | 重新持有 |
| HAYW | HAYWARD HLDGS INC COM | $1.02万 | 0.00% | 762 | 108 | 16.5% | $1,445 | 加仓 |
| RYN | RAYONIER INC COM | $1.02万 | 0.00% | 495 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC CL C | $1.02万 | 0.00% | 260 | 131 | 101.6% | $5,147 | 加仓 |
| LAZ | LAZARD INC COM | $1.02万 | 0.00% | 241 | 11 | 4.8% | $467 | 加仓 |
| OPLN | OPENLANE INC COM | $1.03万 | 0.00% | 352 | 121 | 52.4% | $3,527 | 加仓 |
| MP | MP MATERIALS CORP COM CL A | $1.03万 | 0.00% | 213 | 2 | 0.9% | $97 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $1.03万 | 0.00% | 338 | -263 | -43.8% | -$8,008 | 减仓 |
| KBR | KBR INC COM | $1.03万 | 0.00% | 280 | 157 | 127.6% | $5,787 | 加仓 |
| NWL | NEWELL BRANDS INC COM | $1.03万 | 0.00% | 3,014 | 2,892 | 2,370.5% | $9,920 | 加仓 |
| CSTM | CONSTELLIUM SE CL A SHS | $1.04万 | 0.00% | 422 | 422 | — | $1.04万 | 新建仓 |
| TFSL | TFS FINL CORP COM | $1.04万 | 0.00% | 743 | 287 | 62.9% | $4,032 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE INC COM | $1.05万 | 0.00% | 177 | 85 | 92.4% | $5,038 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES SHS BEN INT | $1.05万 | 0.00% | 343 | 334 | 3,711.1% | $1.02万 | 加仓 |