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 |
|---|---|---|---|---|---|---|---|---|
| WEST | WESTROCK COFFEE CO COM | $281 | 0.00% | 66 | 66 | — | $281 | 新建仓 |
| — | LCNB CORP COM | $281 | 0.00% | 18 | 18 | — | $281 | 新建仓 |
| — | AMES NATL CORP COM | $282 | 0.00% | 10 | 10 | — | $282 | 新建仓 |
| PLUG | PLUG PWR INC COM NEW | $283 | 0.00% | 125 | 80 | 177.8% | $181 | 加仓 |
| SVCO | SILVACO GROUP INC COM | $283 | 0.00% | 40 | 40 | — | $283 | 新建仓 |
| CODI | COMPASS DIVERSIFIED SH BEN INT | $283 | 0.00% | 36 | 36 | — | $283 | 新建仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC CL A | $283 | 0.00% | 218 | 218 | — | $283 | 新建仓 |
| CCOI | COGENT COMM HOLDINGS INC COM NEW | $283 | 0.00% | 15 | 15 | — | $283 | 新建仓 |
| NVAX | NOVAVAX INC COM NEW | $285 | 0.00% | 35 | 35 | — | $285 | 新建仓 |
| WTBA | WEST BANCORPORATION INC CAP STK | $285 | 0.00% | 12 | 12 | — | $285 | 新建仓 |
| KOS | KOSMOS ENERGY LTD COM | $286 | 0.00% | 103 | 103 | — | $286 | 新建仓 |
| MGTX | MEIRAGTX HLDGS PLC COM | $286 | 0.00% | 33 | 33 | — | $286 | 新建仓 |
| IHRT | IHEARTMEDIA INC COM CL A | $286 | 0.00% | 98 | 98 | — | $286 | 新建仓 |
| MPAA | MOTORCAR PTS AMER INC COM | $288 | 0.00% | 26 | 26 | — | $288 | 新建仓 |
| RMNI | RIMINI STR INC DEL COM | $289 | 0.00% | 88 | 88 | — | $289 | 新建仓 |
| ONDS | ONDAS INC COM NEW | $289 | 0.00% | 32 | 32 | — | $289 | 新建仓 |
| TDAY | USA TODAY CO INC COM | $289 | 0.00% | 41 | 41 | — | $289 | 新建仓 |
| CZNC | CITIZENS & NORTHN CORP COM | $290 | 0.00% | 13 | 13 | — | $290 | 新建仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT | $290 | 0.00% | 51 | 51 | — | $290 | 新建仓 |
| DFH | DREAM FINDERS HOMES INC COM CL A | $292 | 0.00% | 21 | -44 | -67.7% | -$612 | 减仓 |
| — | JELD-WEN HLDG INC COM | $293 | 0.00% | 236 | 236 | — | $293 | 新建仓 |
| — | FIRST NATL CORP VA COM | $296 | 0.00% | 11 | 11 | — | $296 | 新建仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $297 | 0.00% | 4 | -1,129 | -99.6% | -$8.38万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP COM | $298 | 0.00% | 5 | 5 | — | $298 | 新建仓 |
| MVBF | MVB FINL CORP COM | $298 | 0.00% | 12 | 12 | — | $298 | 新建仓 |
| INR | INFINITY NAT RES INC COM CL A | $299 | 0.00% | 17 | 17 | — | $299 | 新建仓 |
| IMSR | TERRESTRIAL ENERGY INC COM SHS | $300 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ZYME | ZYMEWORKS INC COM | $300 | 0.00% | 12 | 12 | — | $300 | 新建仓 |
| — | DMC GLOBAL INC COM | $302 | 0.00% | 58 | 58 | — | $302 | 新建仓 |
| TIGR | UP FINTECH HLDG LTD SPONSORED ADS | $302 | 0.00% | 48 | 48 | — | $302 | 新建仓 |
| BSBR | BANCO SANTANDER BRASIL S A ADS REP 1 UNIT | $302 | 0.00% | 51 | 51 | — | $302 | 新建仓 |
| HTHT | H WORLD GROUP LTD SPONSORED ADS | $302 | 0.00% | 6 | 6 | — | $302 | 新建仓 |
| CAMT | CAMTEK LTD ORD | $303 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CVRX INC COM | $303 | 0.00% | 32 | 32 | — | $303 | 新建仓 |
| RR | RICHTECH ROBOTICS INC CL B | $303 | 0.00% | 145 | 145 | — | $303 | 新建仓 |
| PSIX | POWER SOLUTIONS INTL INC COM NEW | $304 | 0.00% | 5 | 5 | — | $304 | 新建仓 |
| ELMD | ELECTROMED INC COM | $304 | 0.00% | 13 | 13 | — | $304 | 新建仓 |
| SDHY | PGIM SHORT DUR HIG YLD OPP FD COM | $304 | 0.00% | 19 | 19 | — | $304 | 新建仓 |
| — | SERVICE PPTYS TR COM SH BEN INT | $305 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| — | WM TECHNOLOGY INC COM | $305 | 0.00% | 463 | 463 | — | $305 | 新建仓 |
| ACTG | ACACIA RESH CORP ACACIA TCH COM | $308 | 0.00% | 64 | 64 | — | $308 | 新建仓 |
| ATOM | ATOMERA INC COM | $312 | 0.00% | 82 | 82 | — | $312 | 新建仓 |
| LMB | LIMBACH HLDGS INC COM | $312 | 0.00% | 4 | 4 | — | $312 | 新建仓 |
| VIPS | VIPSHOP HLDGS LTD SPONSORED ADS A | $314 | 0.00% | 20 | 20 | — | $314 | 新建仓 |
| LPL | LG DISPLAY CO LTD SPONS ADR REP | $314 | 0.00% | 81 | 81 | — | $314 | 新建仓 |
| TKC | TURKCELL ILETISIM SPON ADR NEW | $314 | 0.00% | 52 | 52 | — | $314 | 新建仓 |
| HBNC | HORIZON BANCORP IND COM | $315 | 0.00% | 19 | 19 | — | $315 | 新建仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY COM | $315 | 0.00% | 10 | 10 | — | $315 | 新建仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW COM | $315 | 0.00% | 107 | 107 | — | $315 | 新建仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC COM | $316 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $318 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CNMD | CONMED CORP COM | $318 | 0.00% | 9 | -24 | -72.7% | -$848 | 重新持有 |
| — | TTEC HLDGS INC COM | $318 | 0.00% | 127 | 127 | — | $318 | 新建仓 |
| — | TUHURA BIOSCIENCES INC COM | $319 | 0.00% | 178 | 178 | — | $319 | 新建仓 |
| CBAN | COLONY BANKCORP INC COM | $320 | 0.00% | 16 | 16 | — | $320 | 新建仓 |
| IDR | IDAHO STRATEGIC RESOURCES COM NEW | $321 | 0.00% | 10 | 10 | — | $321 | 新建仓 |
| TSHA | TAYSHA GENE THERAPIES INC COM SHS | $322 | 0.00% | 72 | 72 | — | $322 | 新建仓 |
| — | BNY MELLON HIGH YIELD STRATEGI SH BEN INT | $322 | 0.00% | 132 | 132 | — | $322 | 新建仓 |
| PINE | ALPINE INCOME PPTY TR INC COM | $324 | 0.00% | 18 | 18 | — | $324 | 新建仓 |
| MCS | MARCUS CORP DEL COM | $326 | 0.00% | 19 | 19 | — | $326 | 新建仓 |
| — | AURORA CANNABIS INC COM | $327 | 0.00% | 100 | -2 | -2.0% | -$7 | 减仓 |
| — | NEW FORTRESS ENERGY INC COM CL A | $327 | 0.00% | 555 | 555 | — | $327 | 新建仓 |
| — | SKY HARBOUR GROUP CORPORATION COM CL A | $327 | 0.00% | 34 | 34 | — | $327 | 新建仓 |
| NNE | NANO NUCLEAR ENERGY INC COM | $328 | 0.00% | 16 | 16 | — | $328 | 新建仓 |
| OUST | OUSTER INC COM NEW | $331 | 0.00% | 18 | 18 | — | $331 | 新建仓 |
| AXGN | AXOGEN INC COM | $331 | 0.00% | 10 | 10 | — | $331 | 新建仓 |
| — | GCI LIBERTY INC COM SER A | $332 | 0.00% | 9 | 8 | 800.0% | $295 | 加仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS COM | $332 | 0.00% | 21 | 21 | — | $332 | 新建仓 |
| ERII | ENERGY RECOVERY INC COM | $332 | 0.00% | 33 | 33 | — | $332 | 新建仓 |
| VMD | VIEMED HEALTHCARE INC COM | $332 | 0.00% | 36 | 36 | — | $332 | 新建仓 |
| — | ADC THERAPEUTICS SA SHS | $334 | 0.00% | 89 | 89 | — | $334 | 新建仓 |
| CRNC | CERENCE INC COM | $334 | 0.00% | 53 | 53 | — | $334 | 新建仓 |
| — | COHERUS ONCOLOGY INC COM | $336 | 0.00% | 199 | 199 | — | $336 | 新建仓 |
| BRCB | BLACK ROCK COFFEE BAR INC CL A | $336 | 0.00% | 26 | 26 | — | $336 | 新建仓 |
| — | APOGEE THERAPEUTICS INC COM | $337 | 0.00% | 4 | 4 | — | $337 | 新建仓 |
| — | ENHABIT INC COM | $338 | 0.00% | 24 | 22 | 1,100.0% | $310 | 重新持有 |
| ORN | ORION GROUP HLDGS INC COM | $338 | 0.00% | 31 | 31 | — | $338 | 新建仓 |
| CBK | COMMERCIAL BANCGROUP INC COM | $338 | 0.00% | 13 | 13 | — | $338 | 新建仓 |
| ELDN | ELEDON PHARMACEUTICALS INC COM | $339 | 0.00% | 110 | 110 | — | $339 | 新建仓 |
| — | SIGA TECHNOLOGIES INC COM | $342 | 0.00% | 64 | 50 | 357.1% | $267 | 加仓 |
| NUS | NU SKIN ENTERPRISES INC CL A | $342 | 0.00% | 47 | 47 | — | $342 | 新建仓 |
| HTLD | HEARTLAND EXPRESS INC COM | $343 | 0.00% | 33 | 33 | — | $343 | 新建仓 |
| GETYQ | GETTY IMAGES HOLDINGS INC CL A COM | $345 | 0.00% | 435 | 435 | — | $345 | 新建仓 |
| RBBN | RIBBON COMMUNICATIONS INC COM | $348 | 0.00% | 164 | 164 | — | $348 | 新建仓 |
| NEXT | NEXTDECADE CORP COM | $352 | 0.00% | 46 | 46 | — | $352 | 新建仓 |
| BWB | BRIDGEWATER BANCSHARES INC COM | $354 | 0.00% | 20 | 20 | — | $354 | 新建仓 |
| — | PLATINUM GROUP METALS LTD COM | $354 | 0.00% | 200 | 200 | — | $354 | 新建仓 |
| — | VILLAGE FARMS INTL INC COM | $355 | 0.00% | 125 | -252 | -66.8% | -$716 | 减仓 |
| ASIC | ATEGRITY SPECIALTY IN CO HO COM | $356 | 0.00% | 18 | 18 | — | $356 | 新建仓 |
| BLSH | BULLISH ORD SHS | $357 | 0.00% | 10 | 10 | — | $357 | 新建仓 |
| MBI | MBIA INC COM | $361 | 0.00% | 61 | 61 | — | $361 | 新建仓 |
| — | INOVIO PHARMACEUTICALS INC COM SHS | $362 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| DMC | FRESH DEL MONTE PRODUCE INC ORD | $362 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PCRX | PACIRA BIOSCIENCES INC COM | $362 | 0.00% | 16 | 16 | — | $362 | 新建仓 |
| RXT | RACKSPACE TECHNOLOGY INC COM | $364 | 0.00% | 372 | 372 | — | $364 | 新建仓 |
| PRGO | PERRIGO CO PLC SHS | $365 | 0.00% | 34 | -163 | -82.7% | -$1,750 | 减仓 |
| FOA | FINANCE OF AMERICA COMPAN CL A NEW | $365 | 0.00% | 22 | 22 | — | $365 | 新建仓 |
| — | YIELDMAX INNOVATION OPTION INCOME STRATEGY ETF | $366 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SA EURO MTN BE 144A SPON ADR NEW | $366 | 0.00% | 32 | 32 | — | $366 | 新建仓 |
| TTI | TETRA TECHNOLOGIES INC DEL COM | $366 | 0.00% | 43 | 43 | — | $366 | 新建仓 |