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 |
|---|---|---|---|---|---|---|---|---|
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $1.55万 | 0.00% | 248 | 235 | 1,807.7% | $1.47万 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $1.55万 | 0.00% | 219 | 219 | — | $1.55万 | 新建仓 |
| FSLY | FASTLY INC CL A | $1.55万 | 0.00% | 534 | 34 | 6.8% | $988 | 加仓 |
| PPC | PILGRIMS PRIDE CORP COM | $1.55万 | 0.00% | 411 | 108 | 35.6% | $4,078 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS COM | $1.56万 | 0.00% | 207 | 97 | 88.2% | $7,295 | 加仓 |
| HEI | HEICO CORP NEW COM | $1.56万 | 0.00% | 57 | 9 | 18.8% | $2,468 | 加仓 |
| NFG | NATIONAL FUEL GAS CO COM | $1.57万 | 0.00% | 167 | 45 | 36.9% | $4,228 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC COM | $1.57万 | 0.00% | 244 | 58 | 31.2% | $3,738 | 加仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $1.57万 | 0.00% | 206 | 206 | — | $1.57万 | 新建仓 |
| TRMK | TRUSTMARK CORP COM | $1.58万 | 0.00% | 374 | 152 | 68.5% | $6,405 | 加仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $1.58万 | 0.00% | 344 | -90 | -20.7% | -$4,124 | 减仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM INC COM | $1.58万 | 0.00% | 269 | 101 | 60.1% | $5,924 | 加仓 |
| FUL | FULLER H B CO COM | $1.58万 | 0.00% | 256 | 61 | 31.3% | $3,762 | 加仓 |
| BANR | BANNER CORP COM NEW | $1.58万 | 0.00% | 261 | 136 | 108.8% | $8,252 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC COM NEW | $1.59万 | 0.00% | 377 | 49 | 14.9% | $2,063 | 加仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $1.59万 | 0.00% | 141 | -1,768 | -92.6% | -$19.91万 | 减仓 |
| MDB | MONGODB INC CL A | $1.59万 | 0.00% | 65 | -22 | -25.3% | -$5,385 | 减仓 |
| BKE | BUCKLE INC COM | $1.59万 | 0.00% | 316 | 128 | 68.1% | $6,446 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC COM | $1.59万 | 0.00% | 733 | 595 | 431.2% | $1.29万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $1.59万 | 0.00% | 154 | 9 | 6.2% | $932 | 加仓 |
| OII | OCEANEERING INTL INC COM | $1.60万 | 0.00% | 451 | 181 | 67.0% | $6,420 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO COM | $1.60万 | 0.00% | 292 | 220 | 305.6% | $1.21万 | 加仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $1.60万 | 0.00% | 1,114 | 788 | 241.7% | $1.13万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP COM | $1.60万 | 0.00% | 448 | 156 | 53.4% | $5,576 | 加仓 |
| AIS | VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF | $1.61万 | 0.00% | 384 | 384 | — | $1.61万 | 新建仓 |
| H | HYATT HOTELS CORP COM CL A | $1.61万 | 0.00% | 112 | 15 | 15.5% | $2,157 | 加仓 |
| BKH | BLACK HILLS CORP COM | $1.62万 | 0.00% | 233 | 147 | 170.9% | $1.02万 | 加仓 |
| CART | MAPLEBEAR INC COM | $1.62万 | 0.00% | 432 | 69 | 19.0% | $2,585 | 加仓 |
| MDU | MDU RES GROUP INC COM | $1.62万 | 0.00% | 783 | 174 | 28.6% | $3,605 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $1.62万 | 0.00% | 173 | 18 | 11.6% | $1,690 | 加仓 |
| INTA | INTAPP INC COM | $1.63万 | 0.00% | 633 | 633 | — | $1.63万 | 新建仓 |
| GNW | GENWORTH FINL INC COM SHS | $1.64万 | 0.00% | 2,020 | 146 | 7.8% | $1,185 | 加仓 |
| ACT | ENACT HLDGS INC COM | $1.64万 | 0.00% | 403 | 95 | 30.8% | $3,877 | 加仓 |
| MTRN | MATERION CORP COM | $1.65万 | 0.00% | 114 | 16 | 16.3% | $2,314 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC COM | $1.65万 | 0.00% | 387 | 91 | 30.7% | $3,877 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH COM | $1.65万 | 0.00% | 39 | 9 | 30.0% | $3,811 | 加仓 |
| — | DOUBLELINE COMMODITY STRATEGY ETF | $1.65万 | 0.00% | 496 | 496 | — | $1.65万 | 新建仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $1.66万 | 0.00% | 734 | -523 | -41.6% | -$1.19万 | 减仓 |
| HLN | HALEON PLC SPON ADS | $1.66万 | 0.00% | 1,663 | -339 | -16.9% | -$3,393 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC COM | $1.67万 | 0.00% | 221 | 64 | 40.8% | $4,825 | 加仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $1.67万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| PVH | PVH CORPORATION COM | $1.67万 | 0.00% | 240 | 70 | 41.2% | $4,883 | 加仓 |
| FELE | FRANKLIN ELEC INC COM | $1.68万 | 0.00% | 182 | 62 | 51.7% | $5,715 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $1.68万 | 0.00% | 488 | -332 | -40.5% | -$1.14万 | 减仓 |
| VRNS | VARONIS SYS INC COM | $1.68万 | 0.00% | 783 | 783 | — | $1.68万 | 新建仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC COMMON STOCK | $1.68万 | 0.00% | 625 | 151 | 31.9% | $4,068 | 加仓 |
| SLGN | SILGAN HLDGS INC COM | $1.68万 | 0.00% | 434 | 288 | 197.3% | $1.12万 | 加仓 |
| AGX | ARGAN INC COM | $1.69万 | 0.00% | 31 | 4 | 14.8% | $2,179 | 加仓 |
| MHO | M/I HOMES INC COM | $1.69万 | 0.00% | 138 | 22 | 19.0% | $2,694 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC COM | $1.69万 | 0.00% | 283 | -13 | -4.4% | -$778 | 减仓 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $1.70万 | 0.00% | 182 | -12 | -6.2% | -$1,119 | 减仓 |
| ESAB | ESAB CORPORATION COM | $1.70万 | 0.00% | 176 | 6 | 3.5% | $580 | 加仓 |
| CVBF | CVB FINL CORP COM | $1.70万 | 0.00% | 879 | 395 | 81.6% | $7,659 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS INC COM | $1.70万 | 0.00% | 302 | 24 | 8.6% | $1,355 | 加仓 |
| FICO | FAIR ISAAC CORP COM | $1.71万 | 0.00% | 16 | -23 | -59.0% | -$2.46万 | 减仓 |
| GH | GUARDANT HEALTH INC COM | $1.71万 | 0.00% | 185 | 26 | 16.4% | $2,402 | 加仓 |
| UDR | UDR INC COM | $1.71万 | 0.00% | 506 | 481 | 1,924.0% | $1.62万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $1.71万 | 0.00% | 50 | -23 | -31.5% | -$7,875 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL COM CL A | $1.72万 | 0.00% | 262 | 70 | 36.5% | $4,584 | 加仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $1.72万 | 0.00% | 370 | -409 | -52.5% | -$1.90万 | 减仓 |
| BRZE | BRAZE INC COM CL A | $1.73万 | 0.00% | 732 | 732 | — | $1.73万 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $1.73万 | 0.00% | 101 | 61 | 152.5% | $1.05万 | 加仓 |
| MTN | VAIL RESORTS INC COM | $1.73万 | 0.00% | 135 | 42 | 45.2% | $5,389 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $1.73万 | 0.00% | 683 | 73 | 12.0% | $1,852 | 加仓 |
| FFBC | 1ST FINL BANCORP COM | $1.74万 | 0.00% | 623 | 290 | 87.1% | $8,085 | 加仓 |
| KNF | KNIFE RIVER CORP COMMON STOCK | $1.74万 | 0.00% | 213 | 158 | 287.3% | $1.29万 | 加仓 |
| AXON | AXON ENTERPRISE INC COM | $1.74万 | 0.00% | 41 | 7 | 20.6% | $2,973 | 加仓 |
| TENB | TENABLE HLDGS INC COM | $1.75万 | 0.00% | 1,032 | 1,032 | — | $1.75万 | 新建仓 |
| TFX | TELEFLEX INCORPORATED COM | $1.75万 | 0.00% | 146 | 110 | 305.6% | $1.32万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC COM | $1.75万 | 0.00% | 240 | 119 | 98.3% | $8,667 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $1.76万 | 0.00% | 2,212 | 468 | 26.8% | $3,716 | 加仓 |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $1.77万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| BKU | BANKUNITED INC COM | $1.77万 | 0.00% | 391 | 58 | 17.4% | $2,619 | 加仓 |
| HP | HELMERICH & PAYNE INC COM | $1.77万 | 0.00% | 491 | 210 | 74.7% | $7,566 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $1.77万 | 0.00% | 777 | 258 | 49.7% | $5,875 | 加仓 |
| CE | CELANESE CORP DEL COM | $1.77万 | 0.00% | 269 | 208 | 341.0% | $1.37万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $1.77万 | 0.00% | 218 | 125 | 134.4% | $1.02万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $1.77万 | 0.00% | 227 | 192 | 548.6% | $1.50万 | 加仓 |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | $1.78万 | 0.00% | 253 | -19 | -7.0% | -$1,334 | 减仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $1.78万 | 0.00% | 320 | 239 | 295.1% | $1.33万 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL INC COM | $1.78万 | 0.00% | 850 | 850 | — | $1.78万 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP COM | $1.79万 | 0.00% | 399 | 39 | 10.8% | $1,749 | 加仓 |
| NWS | NEWS CORP NEW CL B | $1.79万 | 0.00% | 629 | 209 | 49.8% | $5,959 | 加仓 |
| P | EVERPURE INC CL A | $1.79万 | 0.00% | 304 | 53 | 21.1% | $3,129 | 加仓 |
| AGNT | EXP WORLD HLDGS INC COM | $1.80万 | 0.00% | 2,997 | 188 | 6.7% | $1,126 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $1.80万 | 0.00% | 347 | -8 | -2.3% | -$415 | 减仓 |
| PATK | PATRICK INDS INC COM | $1.80万 | 0.00% | 162 | 19 | 13.3% | $2,110 | 加仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $1.80万 | 0.00% | 205 | 205 | — | $1.80万 | 新建仓 |
| TTEK | TETRA TECH INC NEW COM | $1.81万 | 0.00% | 600 | -16 | -2.6% | -$482 | 减仓 |
| INSW | INTERNATIONAL SEAWAYS INC COM | $1.81万 | 0.00% | 248 | 49 | 24.6% | $3,571 | 加仓 |
| STWD | STARWOOD PPTY TR INC COM | $1.81万 | 0.00% | 1,050 | 750 | 250.0% | $1.29万 | 加仓 |
| MTDR | MATADOR RES CO COM | $1.81万 | 0.00% | 287 | 90 | 45.7% | $5,686 | 加仓 |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | $1.81万 | 0.00% | 388 | 0 | 0.0% | — | 不变 |
| CZR | CAESARS ENTERTAINMENT INC NEW COM | $1.82万 | 0.00% | 688 | 686 | 34,300.0% | $1.81万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP COMMON SHARES | $1.82万 | 0.00% | 86 | 17 | 24.6% | $3,597 | 加仓 |
| THO | THOR INDS INC COM | $1.82万 | 0.00% | 228 | 12 | 5.6% | $959 | 加仓 |
| ARKK | ARK INNOVATION ETF | $1.83万 | 0.00% | 270 | 32 | 13.4% | $2,163 | 加仓 |
| OSIS | OSI SYSTEMS INC COM | $1.83万 | 0.00% | 69 | 13 | 23.2% | $3,452 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $1.83万 | 0.00% | 317 | 22 | 7.5% | $1,272 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $1.83万 | 0.00% | 85 | 48 | 129.7% | $1.04万 | 加仓 |