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 |
|---|---|---|---|---|---|---|---|---|
| — | AVITA MEDICAL INC COM | $107 | 0.00% | 29 | 29 | — | $107 | 新建仓 |
| GGB | GERDAU SA SPON ADR REP PFD | $108 | 0.00% | 30 | 30 | — | $108 | 新建仓 |
| — | NATIONAL BANKSHARES INC VA COM | $109 | 0.00% | 3 | 3 | — | $109 | 新建仓 |
| FRPH | FRP HLDGS INC COM | $109 | 0.00% | 5 | 5 | — | $109 | 新建仓 |
| FUNC | FIRST UTD CORP COM | $110 | 0.00% | 3 | 3 | — | $110 | 新建仓 |
| KOPN | KOPIN CORP COM | $110 | 0.00% | 49 | 49 | — | $110 | 新建仓 |
| — | NEURONETICS INC COM | $112 | 0.00% | 77 | 77 | — | $112 | 新建仓 |
| OPK | OPKO HEALTH INC COM | $114 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | HAMILTON BEACH BRANDS HLDG CO COM CL A | $114 | 0.00% | 6 | 6 | — | $114 | 新建仓 |
| XPOF | XPONENTIAL FITNESS INC COM CL A | $114 | 0.00% | 19 | 19 | — | $114 | 新建仓 |
| ASPI | ASP ISOTOPES INC COM | $115 | 0.00% | 26 | 26 | — | $115 | 新建仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENTRO SPON ADR | $115 | 0.00% | 1 | 1 | — | $115 | 新建仓 |
| — | CPI CARD GROUP INC COM NEW | $116 | 0.00% | 8 | 8 | — | $116 | 新建仓 |
| PDLB | PONCE FINANCIAL GROUP INC COMMON STOCK | $117 | 0.00% | 7 | 7 | — | $117 | 新建仓 |
| ACCO | ACCO BRANDS CORP COM | $117 | 0.00% | 39 | 39 | — | $117 | 新建仓 |
| BCML | BAYCOM CORP COM | $119 | 0.00% | 4 | 4 | — | $119 | 新建仓 |
| CDXS | CODEXIS INC COM | $119 | 0.00% | 73 | 73 | — | $119 | 新建仓 |
| — | GREENWICH LIFESCIENCES INC COM | $120 | 0.00% | 5 | 5 | — | $120 | 新建仓 |
| — | SANUWAVE HEALTH INC COM | $121 | 0.00% | 7 | 7 | — | $121 | 新建仓 |
| — | ESPERION THERAPEUTICS INC NEW COM | $121 | 0.00% | 44 | 44 | — | $121 | 新建仓 |
| UGP | ULTRAPAR PARTICIPACOES SA SP ADR REP COM | $121 | 0.00% | 22 | 22 | — | $121 | 新建仓 |
| UAMY | UNITED STATES ANTIMONY CORP COM | $122 | 0.00% | 14 | 14 | — | $122 | 新建仓 |
| JMSB | JOHN MARSHALL BANCORP INC COM | $122 | 0.00% | 6 | 6 | — | $122 | 新建仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC COM | $122 | 0.00% | 11 | 11 | — | $122 | 新建仓 |
| — | CITIZENS FINL SVCS INC COM | $122 | 0.00% | 2 | 2 | — | $122 | 新建仓 |
| — | DRAGANFLY INC. COM | $123 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BKSY | BLACKSKY TECHNOLOGY INC CL A NEW | $126 | 0.00% | 5 | 5 | — | $126 | 新建仓 |
| RSVR | RESERVOIR MEDIA INC COM | $127 | 0.00% | 13 | 13 | — | $127 | 新建仓 |
| GSHD | GOOSEHEAD INS INC COM CL A | $128 | 0.00% | 3 | -76 | -96.2% | -$3,243 | 减仓 |
| JBTM | JBT MAREL CORPORATION COM | $128 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WGS | GENEDX HOLDINGS CORP COM CL A | $128 | 0.00% | 2 | 2 | — | $128 | 新建仓 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $129 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SUZ | SUZANO S A SPON ADS | $130 | 0.00% | 13 | 13 | — | $130 | 新建仓 |
| SRPT | SAREPTA THERAPEUTICS INC COM | $131 | 0.00% | 6 | -4 | -40.0% | -$87 | 减仓 |
| AOMR | ANGEL OAK MORTGAGE REIT INC COM | $132 | 0.00% | 16 | 16 | — | $132 | 新建仓 |
| — | OHIO VY BANC CORP COM | $132 | 0.00% | 3 | 3 | — | $132 | 新建仓 |
| FHTX | FOGHORN THERAPEUTICS INC COM | $134 | 0.00% | 28 | 28 | — | $134 | 新建仓 |
| CGON | CG ONCOLOGY INC COM | $135 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | DOUGLAS ELLIMAN INC COM | $136 | 0.00% | 83 | 83 | — | $136 | 新建仓 |
| — | CARLSMED INC COM | $136 | 0.00% | 15 | 15 | — | $136 | 新建仓 |
| MBLY | MOBILEYE GLOBAL INC COMMON CLASS A | $137 | 0.00% | 20 | -96 | -82.8% | -$658 | 减仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $137 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FNLC | FIRST BANCORP INC ME COM | $140 | 0.00% | 5 | 5 | — | $140 | 新建仓 |
| CYRX | CRYOPORT INC COM PAR $0.001 | $141 | 0.00% | 17 | 17 | — | $141 | 新建仓 |
| FLGT | FULGENT GENETICS INC COM | $143 | 0.00% | 9 | 9 | — | $143 | 新建仓 |
| RYAM | RAYONIER ADVANCED MATLS INC COM | $144 | 0.00% | 13 | 13 | — | $144 | 新建仓 |
| FRSH | FRESHWORKS INC CLASS A COM | $145 | 0.00% | 18 | -201 | -91.8% | -$1,619 | 减仓 |
| EQX | EQUINOX GOLD CORP COM | $145 | 0.00% | 10 | 10 | — | $145 | 新建仓 |
| — | AIRO GROUP HLDGS INC COM | $145 | 0.00% | 19 | 19 | — | $145 | 新建仓 |
| NKTX | NKARTA INC COM | $146 | 0.00% | 69 | 69 | — | $146 | 新建仓 |
| NWFL | NORWOOD FINANCIAL CORP COM | $147 | 0.00% | 5 | 5 | — | $147 | 新建仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC CL A NEW | $147 | 0.00% | 24 | 24 | — | $147 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC CLASS A COM | $148 | 0.00% | 8 | 8 | — | $148 | 新建仓 |
| — | EPSILON ENERGY LTD COM | $148 | 0.00% | 24 | 24 | — | $148 | 新建仓 |
| COTY | COTY INC COM CL A | $149 | 0.00% | 74 | -94 | -56.0% | -$189 | 减仓 |
| III | INFORMATION SVCS GROUP INC COM | $150 | 0.00% | 39 | 39 | — | $150 | 新建仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $151 | 0.00% | 1 | -92 | -98.9% | -$1.39万 | 减仓 |
| FUBO | FUBOTV INC COM NEW CL A | $151 | 0.00% | 16 | 16 | — | $151 | 新建仓 |
| OPFI | OPPFI INC COM CL A | $154 | 0.00% | 20 | 20 | — | $154 | 新建仓 |
| — | TUCOWS INC COM NEW | $154 | 0.00% | 9 | 9 | — | $154 | 新建仓 |
| — | CARDIFF ONCOLOGY INC COM | $154 | 0.00% | 95 | 95 | — | $154 | 新建仓 |
| — | LUCID DIAGNOSTICS INC COM | $154 | 0.00% | 134 | 134 | — | $154 | 新建仓 |
| — | MAINSTREET BANCSHARES INC COM | $155 | 0.00% | 7 | 7 | — | $155 | 新建仓 |
| TECX | TECTONIC THERAPEUTIC INC COM | $155 | 0.00% | 5 | 5 | — | $155 | 新建仓 |
| SBGI | SINCLAIR INC CL A | $155 | 0.00% | 12 | 12 | — | $155 | 新建仓 |
| — | OPAL FUELS INC CLASS A COM | $156 | 0.00% | 62 | 62 | — | $156 | 新建仓 |
| STLN | THE ONCOLOGY INSTITUTE INC COM | $157 | 0.00% | 51 | 51 | — | $157 | 新建仓 |
| SATL | SATELLOGIC INC COM CL A | $158 | 0.00% | 29 | 29 | — | $158 | 新建仓 |
| TSBK | TIMBERLAND BANCORP INC COM | $158 | 0.00% | 4 | 4 | — | $158 | 新建仓 |
| IART | INTEGRA LIFESCIENCES HLDGS CP COM NEW | $160 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| EVCM | EVERCOMMERCE INC COM | $160 | 0.00% | 14 | 14 | — | $160 | 新建仓 |
| BBNX | BETA BIONICS INC COM | $160 | 0.00% | 16 | 16 | — | $160 | 新建仓 |
| — | PULMONX CORP COM | $163 | 0.00% | 126 | 126 | — | $163 | 新建仓 |
| RPAY | REPAY HLDGS CORP COM CL A | $164 | 0.00% | 63 | 63 | — | $164 | 新建仓 |
| — | ARQ INC COM | $164 | 0.00% | 64 | 64 | — | $164 | 新建仓 |
| USAR | USA RARE EARTH INC COM | $166 | 0.00% | 11 | 11 | — | $166 | 新建仓 |
| — | SOUNDTHINKING INC COM | $166 | 0.00% | 25 | 25 | — | $166 | 新建仓 |
| VTWV | VANGUARD RUSSELL 2000 VALUE ETF | $167 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BLAIZE HLDGS INC COM | $167 | 0.00% | 92 | 92 | — | $167 | 新建仓 |
| — | SR BANCORP INC COM | $169 | 0.00% | 10 | 10 | — | $169 | 新建仓 |
| — | UNIVERSAL LOGISTICS HLDGS INC COM | $169 | 0.00% | 8 | 8 | — | $169 | 新建仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS COM | $170 | 0.00% | 22 | 13 | 144.4% | $100 | 加仓 |
| STN | STANTEC INC COM | $173 | 0.00% | 2 | 2 | — | $173 | 新建仓 |
| — | NERDY INC CL A COM | $173 | 0.00% | 212 | 212 | — | $173 | 新建仓 |
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETF | $174 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SKWD | SKYWARD SPECIALTY INS GROUP IN COM | $175 | 0.00% | 4 | 4 | — | $175 | 新建仓 |
| — | OPTIMIZERX CORP COM NEW | $176 | 0.00% | 28 | 28 | — | $176 | 新建仓 |
| TME | TENCENT MUSIC ENTMT GROUP SPON ADS | $176 | 0.00% | 19 | 19 | — | $176 | 新建仓 |
| CZWI | CITIZENS CMNTY BANCORP INC MD COM | $178 | 0.00% | 9 | 9 | — | $178 | 新建仓 |
| — | KALTURA INC COM | $178 | 0.00% | 146 | 146 | — | $178 | 新建仓 |
| FLNC | FLUENCE ENERGY INC COM CL A | $179 | 0.00% | 13 | 7 | 116.7% | $96 | 加仓 |
| UPB | UPSTREAM BIO INC COM | $180 | 0.00% | 20 | 20 | — | $180 | 新建仓 |
| FLXS | FLEXSTEEL INDS INC COM | $180 | 0.00% | 4 | 4 | — | $180 | 新建仓 |
| — | PCB BANCORP COM | $180 | 0.00% | 8 | 8 | — | $180 | 新建仓 |
| ENR | ENERGIZER HLDGS INC COM | $181 | 0.00% | 11 | 11 | — | $181 | 新建仓 |
| SOC | SABLE OFFSHORE CORP COM SHS | $182 | 0.00% | 11 | 11 | — | $182 | 新建仓 |
| CTKB | CYTEK BIOSCIENCES INC COM | $184 | 0.00% | 42 | 42 | — | $184 | 新建仓 |
| PSNY | POLESTAR AUTOMOTIVE HLDG UK PL SPONSORED ADS | $184 | 0.00% | 10 | 10 | — | $184 | 新建仓 |
| BCH | BANCO DE CHILE SPONSORED ADS | $185 | 0.00% | 5 | 5 | — | $185 | 新建仓 |
| USCB | USCB FINANCIAL HOLDINGS INC CLASS A COM | $185 | 0.00% | 10 | 10 | — | $185 | 新建仓 |