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 |
|---|---|---|---|---|---|---|---|---|
| JRVR | JAMES RIV GROUP LTD COM SHS | $189 | 0.00% | 30 | 30 | — | $189 | 新建仓 |
| NECB | NORTHEAST CMNTY BANCORP INC COM | $190 | 0.00% | 8 | 8 | — | $190 | 新建仓 |
| — | YATSEN HLDG LTD SPONSORED ADS | $191 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| STEP | STEPSTONE GROUP INC COM CL A | $191 | 0.00% | 4 | 2 | 100.0% | $96 | 加仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JERS COM | $192 | 0.00% | 12 | 12 | — | $192 | 新建仓 |
| BBCP | CONCRETE PUMPING HLDGS INC COM | $193 | 0.00% | 27 | 27 | — | $193 | 新建仓 |
| SEG | SEAPORT ENTMT GROUP INC COMMON STOCK | $193 | 0.00% | 9 | 9 | — | $193 | 新建仓 |
| — | OPEN LENDING CORP COM | $193 | 0.00% | 154 | 154 | — | $193 | 新建仓 |
| DHC | DIVERSIFIED HEALTHCARE TR COM SH BEN INT | $199 | 0.00% | 30 | 30 | — | $199 | 新建仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $200 | 0.00% | 4 | -7 | -63.6% | -$350 | 减仓 |
| OTEX | OPEN TEXT CORP COM | $200 | 0.00% | 9 | -5 | -35.7% | -$111 | 减仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC COM | $200 | 0.00% | 57 | 57 | — | $200 | 新建仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC COM | $200 | 0.00% | 31 | 31 | — | $200 | 新建仓 |
| BSAC | BANCO SANTANDER CHILE NEW SP ADR REP COM | $200 | 0.00% | 6 | 6 | — | $200 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC COM | $204 | 0.00% | 4 | 4 | — | $204 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | $204 | 0.00% | 6 | 6 | — | $204 | 新建仓 |
| — | FRANKLIN FINL SVCS CORP COM | $204 | 0.00% | 4 | 4 | — | $204 | 新建仓 |
| PI | IMPINJ INC COM | $205 | 0.00% | 2 | 2 | — | $205 | 新建仓 |
| FMAO | FARMERS & MERCHANTS BANCORP IN COM | $205 | 0.00% | 8 | 8 | — | $205 | 新建仓 |
| KSS | KOHLS CORP COM | $206 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ALCO | ALICO INC COM | $206 | 0.00% | 5 | 5 | — | $206 | 新建仓 |
| WIT | WIPRO LTD SPON ADR 1 SH | $206 | 0.00% | 97 | 97 | — | $206 | 新建仓 |
| MG | MISTRAS GROUP INC COM | $207 | 0.00% | 14 | 14 | — | $207 | 新建仓 |
| CAE | CAE INC COM | $208 | 0.00% | 8 | 8 | — | $208 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $208 | 0.00% | 10 | 10 | — | $208 | 新建仓 |
| DDD | 3D SYS CORP DEL COM NEW | $209 | 0.00% | 111 | 11 | 11.0% | $21 | 重新持有 |
| MAGN | MAGNERA CORP COM SHS | $209 | 0.00% | 22 | 22 | — | $209 | 新建仓 |
| — | HERON THERAPEUTICS INC COM | $210 | 0.00% | 263 | 263 | — | $210 | 新建仓 |
| — | SUNPOWER INC COM | $210 | 0.00% | 165 | 165 | — | $210 | 新建仓 |
| SBS | COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | $214 | 0.00% | 7 | 7 | — | $214 | 新建仓 |
| ORIC | ORIC PHARMACEUTICALS INC COM | $215 | 0.00% | 17 | 17 | — | $215 | 新建仓 |
| OEC | ORION S.A. COM | $215 | 0.00% | 33 | 33 | — | $215 | 新建仓 |
| — | FIDELITY D & D BANCORP INC COM | $216 | 0.00% | 5 | 5 | — | $216 | 新建仓 |
| VEL | VELOCITY FINL INC COM | $217 | 0.00% | 12 | 12 | — | $217 | 新建仓 |
| — | YIELDMAX UNIVERSE FUND OF OPTION INCOME ETFS | $219 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC CL A SUB VTG | $219 | 0.00% | 3 | 3 | — | $219 | 新建仓 |
| HYLN | HYLIION HOLDINGS CORP COMMON STOCK | $220 | 0.00% | 125 | 98 | 363.0% | $172 | 加仓 |
| — | THE BEAUTY HEALTH COMPANY COM CL A | $220 | 0.00% | 247 | 247 | — | $220 | 新建仓 |
| NICE | NICE LTD SPONSORED ADR | $221 | 0.00% | 2 | 2 | — | $221 | 新建仓 |
| AUR | AURORA INNOVATION INC CLASS A COM | $222 | 0.00% | 54 | 12 | 28.6% | $49 | 加仓 |
| ABEV | AMBEV SA SPONSORED ADR | $222 | 0.00% | 76 | 76 | — | $222 | 新建仓 |
| — | SKILLSOFT CORP CL A | $223 | 0.00% | 52 | 52 | — | $223 | 新建仓 |
| BKTI | BK TECHNOLOGIES CORPORATION COM | $224 | 0.00% | 3 | 3 | — | $224 | 新建仓 |
| TEM | TEMPUS AI INC CL A | $226 | 0.00% | 5 | 5 | — | $226 | 新建仓 |
| — | QUANTUM SI INC COM CL A | $226 | 0.00% | 292 | 292 | — | $226 | 新建仓 |
| ALTG | ALTA EQUIPMENT GROUP INC COMMON STOCK | $226 | 0.00% | 42 | 42 | — | $226 | 新建仓 |
| USNA | USANA HEALTH SCIENCES INC COM | $227 | 0.00% | 13 | 13 | — | $227 | 新建仓 |
| PANL | PANGAEA LOGISTICS SOLUTION LTD SHS | $227 | 0.00% | 32 | 32 | — | $227 | 新建仓 |
| FVCB | FVCBANKCORP INC COM | $228 | 0.00% | 15 | 15 | — | $228 | 新建仓 |
| QURE | UNIQURE NV SHS | $229 | 0.00% | 14 | 14 | — | $229 | 新建仓 |
| SAFE | SAFEHOLD INC COM | $230 | 0.00% | 17 | 17 | — | $230 | 新建仓 |
| VSTM | VERASTEM INC COM NEW | $233 | 0.00% | 44 | 44 | — | $233 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY INC COM | $234 | 0.00% | 10 | 2 | 25.0% | $47 | 加仓 |
| — | INSEEGO CORP COM NEW | $234 | 0.00% | 21 | 21 | — | $234 | 新建仓 |
| — | PEOPLES BANCORP N C INC COM | $235 | 0.00% | 6 | 6 | — | $235 | 新建仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $236 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AXIAY | CENTRAIS ELET BRAS SA SPONSORED ADR | $237 | 0.00% | 21 | 21 | — | $237 | 新建仓 |
| WOOF | PETCO HEALTH & WELLNESS CO INC COM | $239 | 0.00% | 86 | 86 | — | $239 | 新建仓 |
| — | GOLDEN ENTMT INC COM | $240 | 0.00% | 9 | 9 | — | $240 | 新建仓 |
| HBT | HBT FINL INC. COM | $240 | 0.00% | 9 | 9 | — | $240 | 新建仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP INC CL A | $243 | 0.00% | 37 | 37 | — | $243 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | $243 | 0.00% | 3 | 3 | — | $243 | 新建仓 |
| PACB | PACIFIC BIOSCIENCES CALIF INC COM | $244 | 0.00% | 185 | 85 | 85.0% | $112 | 加仓 |
| — | BLUE RIDGE BANKSHARES INC VA COM | $244 | 0.00% | 58 | 58 | — | $244 | 新建仓 |
| XRX | XEROX HOLDINGS CORP COM NEW | $244 | 0.00% | 189 | 189 | — | $244 | 新建仓 |
| REPL | REPLIMUNE GROUP INC COM | $245 | 0.00% | 32 | 32 | — | $245 | 新建仓 |
| XMTR | XOMETRY INC CLASS A COM | $245 | 0.00% | 6 | 6 | — | $245 | 新建仓 |
| — | EVOLUTION PETE CORP COM | $247 | 0.00% | 54 | 54 | — | $247 | 新建仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B | $247 | 0.00% | 1 | 1 | — | $247 | 新建仓 |
| INDI | INDIE SEMICONDUCTOR INC CLASS A COM | $248 | 0.00% | 77 | 77 | — | $248 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC COM | $252 | 0.00% | 3 | 3 | — | $252 | 新建仓 |
| — | SENSEONICS HLDGS INC COM | $253 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| — | RE/MAX HLDGS INC CL A | $253 | 0.00% | 44 | 44 | — | $253 | 新建仓 |
| SLS | SELLAS LIFE SCIENCES GROUP INC COM NEW | $254 | 0.00% | 60 | 60 | — | $254 | 新建仓 |
| INTL | MAIN INTERNATIONAL ETF | $255 | 0.00% | 9 | -36 | -80.0% | -$1,020 | 减仓 |
| IRON | DISC MEDICINE INC COM | $256 | 0.00% | 4 | 4 | — | $256 | 新建仓 |
| PRG | PROG HOLDINGS INC COM NPV | $258 | 0.00% | 9 | 9 | — | $258 | 新建仓 |
| RWT | REDWOOD TRUST INC COM | $258 | 0.00% | 46 | 46 | — | $258 | 新建仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC COM | $262 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $263 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FMNB | FARMERS NATIONAL BANC CORP COM | $263 | 0.00% | 20 | 20 | — | $263 | 新建仓 |
| LQDA | LIQUIDIA CORPORATION COM NEW | $264 | 0.00% | 7 | 7 | — | $264 | 新建仓 |
| CLFD | CLEARFIELD INC COM | $265 | 0.00% | 10 | 10 | — | $265 | 新建仓 |
| — | PSQ HOLDINGS INC CL A | $265 | 0.00% | 500 | 500 | — | $265 | 新建仓 |
| — | SEACOR MARINE HLDGS INC COM | $265 | 0.00% | 37 | 37 | — | $265 | 新建仓 |
| FRST | PRIMIS FINANCIAL CORP COM | $266 | 0.00% | 20 | 20 | — | $266 | 新建仓 |
| CBNK | CAPITAL BANCORP INC MD COM | $268 | 0.00% | 9 | 9 | — | $268 | 新建仓 |
| TNDM | TANDEM DIABETES CARE INC COM NEW | $268 | 0.00% | 14 | 14 | — | $268 | 新建仓 |
| — | FALCONS BEYOND GLOBAL INC COM CL A | $268 | 0.00% | 19 | 19 | — | $268 | 新建仓 |
| ATNI | ATN INTL INC COM | $272 | 0.00% | 10 | 10 | — | $272 | 新建仓 |
| WNEB | WESTERN NEW ENG BANCORP INC COM | $272 | 0.00% | 21 | 21 | — | $272 | 新建仓 |
| SCHL | SCHOLASTIC CORP COM | $273 | 0.00% | 7 | 7 | — | $273 | 新建仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD SHS | $273 | 0.00% | 4 | 4 | — | $273 | 新建仓 |
| FUTU | FUTU HLDGS LTD SPON ADS CL A | $274 | 0.00% | 2 | 1 | 100.0% | $137 | 加仓 |
| — | PLDT INC SPONSORED ADR | $274 | 0.00% | 13 | 7 | 116.7% | $148 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC COM SHS | $275 | 0.00% | 38 | 33 | 660.0% | $239 | 加仓 |
| — | CAPSOVISION INC COM | $277 | 0.00% | 38 | 38 | — | $277 | 新建仓 |
| CALY | CALLAWAY GOLF CO COM | $278 | 0.00% | 20 | 14 | 233.3% | $195 | 加仓 |
| — | PROTALIX BIOTHERAPEUTICS INC COM | $278 | 0.00% | 128 | 128 | — | $278 | 新建仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS INC COM | $278 | 0.00% | 59 | 59 | — | $278 | 新建仓 |