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 |
|---|---|---|---|---|---|---|---|---|
| SAM | BOSTON BEER INC CL A | $2.21万 | 0.00% | 96 | 68 | 242.9% | $1.57万 | 加仓 |
| SAIA | SAIA INC COM | $2.21万 | 0.00% | 63 | 32 | 103.2% | $1.12万 | 加仓 |
| MWA | MUELLER WTR PRODS INC COM SER A | $2.22万 | 0.00% | 806 | 387 | 92.4% | $1.06万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $2.22万 | 0.00% | 106 | 55 | 107.8% | $1.15万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $2.22万 | 0.00% | 515 | 37 | 7.7% | $1,593 | 加仓 |
| NNI | NELNET INC CL A | $2.22万 | 0.00% | 172 | 56 | 48.3% | $7,222 | 加仓 |
| POWL | POWELL INDS INC COM | $2.22万 | 0.00% | 41 | 14 | 51.9% | $7,575 | 加仓 |
| GHC | GRAHAM HLDGS CO COM CL B | $2.22万 | 0.00% | 21 | 4 | 23.5% | $4,229 | 加仓 |
| MRNA | MODERNA INC COM | $2.23万 | 0.00% | 439 | 344 | 362.1% | $1.75万 | 加仓 |
| MSM | MSC INDL DIRECT INC CL A | $2.23万 | 0.00% | 242 | 68 | 39.1% | $6,274 | 加仓 |
| — | BLACKROCK HEALTH SCIENCES TR COM | $2.23万 | 0.00% | 580 | 0 | 0.0% | — | 不变 |
| IPGP | IPG PHOTONICS CORP COM | $2.23万 | 0.00% | 195 | 33 | 20.4% | $3,781 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $2.24万 | 0.00% | 112 | 2 | 1.8% | $400 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $2.24万 | 0.00% | 82 | -45 | -35.4% | -$1.23万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC COM | $2.24万 | 0.00% | 130 | -30 | -18.8% | -$5,175 | 减仓 |
| M | MACYS INC COM | $2.25万 | 0.00% | 1,241 | 53 | 4.5% | $959 | 加仓 |
| ABCB | AMERIS BANCORP COM | $2.25万 | 0.00% | 289 | 17 | 6.2% | $1,326 | 加仓 |
| FHB | FIRST HAWAIIAN INC COM | $2.25万 | 0.00% | 915 | 464 | 102.9% | $1.14万 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $2.26万 | 0.00% | 71 | -285 | -80.1% | -$9.07万 | 减仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $2.26万 | 0.00% | 489 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $2.26万 | 0.00% | 299 | 299 | — | $2.26万 | 新建仓 |
| PBF | PBF ENERGY INC CL A | $2.26万 | 0.00% | 475 | 16 | 3.5% | $762 | 加仓 |
| NMIH | NMI HLDGS INC COM | $2.29万 | 0.00% | 610 | 283 | 86.5% | $1.06万 | 加仓 |
| FORM | FORMFACTOR INC COM | $2.29万 | 0.00% | 236 | 56 | 31.1% | $5,432 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $2.29万 | 0.00% | 216 | 211 | 4,220.0% | $2.24万 | 加仓 |
| DBND | DOUBLELINE OPPORTUNISTIC CORE BOND ETF | $2.30万 | 0.00% | 501 | -1,098 | -68.7% | -$5.03万 | 减仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $2.30万 | 0.00% | 228 | 78 | 52.0% | $7,856 | 加仓 |
| — | UNITED STATES COMMODITY INDEX FUND | $2.30万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP COM | $2.30万 | 0.00% | 304 | 267 | 721.6% | $2.02万 | 加仓 |
| AAON | AAON INC COM PAR $0.004 | $2.31万 | 0.00% | 279 | 35 | 14.3% | $2,896 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $2.32万 | 0.00% | 168 | -2 | -1.2% | -$276 | 减仓 |
| SMMV | ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF | $2.32万 | 0.00% | 533 | -87 | -14.0% | -$3,793 | 减仓 |
| PICK | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | $2.33万 | 0.00% | 411 | -33 | -7.4% | -$1,867 | 减仓 |
| WFRD | WEATHERFORD INTL PLC ORD SHS | $2.33万 | 0.00% | 246 | 59 | 31.6% | $5,580 | 加仓 |
| CBT | CABOT CORP COM | $2.33万 | 0.00% | 309 | 257 | 494.2% | $1.94万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $2.34万 | 0.00% | 66 | -38 | -36.5% | -$1.34万 | 减仓 |
| DDS | DILLARDS INC CL A | $2.35万 | 0.00% | 41 | 2 | 5.1% | $1,144 | 加仓 |
| CRK | COMSTOCK RES INC COM | $2.35万 | 0.00% | 1,114 | 139 | 14.3% | $2,930 | 加仓 |
| MRP | MILLROSE PPTYS INC COM CL A | $2.35万 | 0.00% | 840 | -181 | -17.7% | -$5,068 | 减仓 |
| MCY | MERCURY GENL CORP NEW COM | $2.35万 | 0.00% | 267 | 42 | 18.7% | $3,702 | 加仓 |
| — | GATES INDL CORP PLC ORD SHS | $2.36万 | 0.00% | 1,042 | 138 | 15.3% | $3,120 | 加仓 |
| DKS | DICKS SPORTING GOODS INC COM | $2.36万 | 0.00% | 119 | -7 | -5.6% | -$1,388 | 减仓 |
| UMBF | UMB FINL CORP COM | $2.37万 | 0.00% | 210 | 42 | 25.0% | $4,737 | 加仓 |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | $2.38万 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| — | STERLING CAPITAL ENHANCED CORE BOND ETF | $2.38万 | 0.00% | 948 | 0 | 0.0% | — | 不变 |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | $2.39万 | 0.00% | 134 | 134 | — | $2.39万 | 新建仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $2.40万 | 0.00% | 475 | 52 | 12.3% | $2,623 | 加仓 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $2.40万 | 0.00% | 396 | -375 | -48.6% | -$2.27万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $2.40万 | 0.00% | 1,214 | 4 | 0.3% | $79 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $2.40万 | 0.00% | 1,461 | 570 | 64.0% | $9,364 | 加仓 |
| SNEX | STONEX GROUP INC COM | $2.41万 | 0.00% | 299 | 139 | 86.9% | $1.12万 | 加仓 |
| IDA | IDACORP INC COM | $2.42万 | 0.00% | 169 | 89 | 111.2% | $1.27万 | 加仓 |
| LW | LAMB WESTON HLDGS INC COM | $2.42万 | 0.00% | 572 | 397 | 226.9% | $1.68万 | 加仓 |
| GEN | GEN DIGITAL INC COM | $2.43万 | 0.00% | 1,289 | -1,399 | -52.0% | -$2.63万 | 减仓 |
| POST | POST HLDGS INC COM | $2.43万 | 0.00% | 246 | 75 | 43.9% | $7,415 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $2.43万 | 0.00% | 325 | 197 | 153.9% | $1.48万 | 加仓 |
| IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | $2.44万 | 0.00% | 508 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $2.44万 | 0.00% | 308 | 252 | 450.0% | $2.00万 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES CORP COM | $2.44万 | 0.00% | 363 | 121 | 50.0% | $8,142 | 加仓 |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | $2.44万 | 0.00% | 392 | -78 | -16.6% | -$4,862 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $2.45万 | 0.00% | 464 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD COM | $2.45万 | 0.00% | 301 | 80 | 36.2% | $6,518 | 加仓 |
| EELV | INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF | $2.46万 | 0.00% | 877 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC COM | $2.46万 | 0.00% | 509 | -88 | -14.7% | -$4,258 | 减仓 |
| DUOL | DUOLINGO INC CL A COM | $2.46万 | 0.00% | 250 | 165 | 194.1% | $1.63万 | 加仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $2.47万 | 0.00% | 680 | 680 | — | $2.47万 | 新建仓 |
| — | TRI POINTE HOMES INC COM | $2.47万 | 0.00% | 528 | 104 | 24.5% | $4,860 | 加仓 |
| QTWO | Q2 HLDGS INC COM | $2.49万 | 0.00% | 526 | 526 | — | $2.49万 | 新建仓 |
| PSMT | PRICESMART INC COM | $2.50万 | 0.00% | 166 | 35 | 26.7% | $5,268 | 加仓 |
| IXC | ISHARES GLOBAL ENERGY ETF | $2.51万 | 0.00% | 436 | -143 | -24.7% | -$8,238 | 减仓 |
| JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | $2.53万 | 0.00% | 559 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP COM | $2.53万 | 0.00% | 271 | 51 | 23.2% | $4,767 | 加仓 |
| WAY | WAYSTAR HLDG CORP COM | $2.54万 | 0.00% | 1,052 | 1,036 | 6,475.0% | $2.50万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC COM | $2.55万 | 0.00% | 96 | 11 | 12.9% | $2,917 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC COM | $2.55万 | 0.00% | 343 | 66 | 23.8% | $4,901 | 加仓 |
| TMSL | T. ROWE PRICE SMALL-MID CAP ETF | $2.56万 | 0.00% | 697 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC ORD SHS A | $2.56万 | 0.00% | 521 | 151 | 40.8% | $7,409 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $2.56万 | 0.00% | 697 | -140 | -16.7% | -$5,145 | 减仓 |
| ECG | EVERUS CONSTR GROUP COM | $2.56万 | 0.00% | 217 | 121 | 126.0% | $1.43万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $2.56万 | 0.00% | 255 | 109 | 74.7% | $1.10万 | 加仓 |
| AROC | ARCHROCK INC COM | $2.57万 | 0.00% | 739 | 243 | 49.0% | $8,456 | 加仓 |
| MSA | MSA SAFETY INC COM | $2.57万 | 0.00% | 157 | 82 | 109.3% | $1.34万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $2.58万 | 0.00% | 188 | 18 | 10.6% | $2,468 | 加仓 |
| SFY | SOFI SELECT 500 ETF | $2.58万 | 0.00% | 207 | -120 | -36.7% | -$1.49万 | 减仓 |
| MC | MOELIS & CO CL A | $2.59万 | 0.00% | 455 | 339 | 292.2% | $1.93万 | 加仓 |
| FCN | FTI CONSULTING INC COM | $2.60万 | 0.00% | 147 | 52 | 54.7% | $9,192 | 加仓 |
| FULT | FULTON FINL CORP PA COM | $2.61万 | 0.00% | 1,282 | 607 | 89.9% | $1.23万 | 加仓 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $2.61万 | 0.00% | 80 | -40 | -33.3% | -$1.30万 | 减仓 |
| QLYS | QUALYS INC COM | $2.61万 | 0.00% | 297 | 200 | 206.2% | $1.76万 | 加仓 |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | $2.61万 | 0.00% | 767 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $2.61万 | 0.00% | 79 | 17 | 27.4% | $5,625 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP COM | $2.61万 | 0.00% | 369 | 39 | 11.8% | $2,763 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC COM | $2.62万 | 0.00% | 405 | 27 | 7.1% | $1,745 | 加仓 |
| AOS | SMITH A O CORP COM | $2.62万 | 0.00% | 397 | -84 | -17.5% | -$5,539 | 减仓 |
| LBRT | LIBERTY ENERGY INC COM CL A | $2.63万 | 0.00% | 914 | 405 | 79.6% | $1.17万 | 加仓 |
| BC | BRUNSWICK CORP COM | $2.63万 | 0.00% | 362 | 45 | 14.2% | $3,274 | 加仓 |
| RACE | FERRARI N V COM | $2.64万 | 0.00% | 78 | 21 | 36.8% | $7,107 | 加仓 |
| CROX | CROCS INC COM | $2.66万 | 0.00% | 320 | 157 | 96.3% | $1.30万 | 加仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $2.66万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC COM | $2.66万 | 0.00% | 106 | 14 | 15.2% | $3,509 | 加仓 |