13F 机构持仓

Root Financial Partners, LLC

ENCINITAS CA · SEC CIK 0001977181

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$25.74亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFUS 20.1%
DFAI 7.5%
DFSD 6.6%
DFCF 6.3%
DIMENSIONAL U. 5.2%
DFLV 5.2%
DFAE 5.1%
DUSB 3.6%
VUG 2.5%
DIMENSIONAL US 2.3%

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
NN NEXTNAV INC COMMON STOCK $4970.00%31 303,000.0% $481 加仓
FCCO FIRST CMNTY CORP S C COM $4970.00%17 17— $497 新建仓
AVDS AVANTIS INTERNATIONAL SMALL CAP EQUITY ETF $5030.00%7 7— $503 新建仓
TLS TELOS CORP MD COM $5030.00%120 120— $503 新建仓
MTRX MATRIX SVC CO COM $5050.00%44 44— $505 新建仓
CRCT CRICUT INC COM CL A $5050.00%135 135— $505 新建仓
AMC AMC ENTMT HLDGS INC CL A NEW $5070.00%517 274112.8% $269 加仓
— CLEAR CHANNEL OUTDOOR HLDGS IN COM $5070.00%214 214— $507 新建仓
VLGEA VILLAGE SUPER MKT INC CL A NEW $5070.00%12 12— $507 新建仓
— CRINETICS PHARMACEUTICALS INC COM $5080.00%14 14— $508 新建仓
SMBK SMARTFINANCIAL INC COM NEW $5080.00%13 13— $508 新建仓
— FORRESTER RESH INC COM $5090.00%90 60200.0% $339 加仓
PENG PENGUIN SOLUTIONS INC COM $5100.00%29 29— $510 新建仓
MTW MANITOWOC CO INC COM NEW $5130.00%44 44— $513 新建仓
NEWT NEWTEKONE INC COM NEW $5150.00%47 47— $515 新建仓
GRAB GRAB HOLDINGS LIMITED CLASS A ORD $5160.00%141 -506-78.2% -$1,852 减仓
RM REGIONAL MGMT CORP COM $5160.00%16 16— $516 新建仓
BHB BAR HBR BANKSHARES COM $5190.00%16 16— $519 新建仓
ITRG INTEGRA RES CORP COM $5210.00%191 191— $521 新建仓
ANNX ANNEXON INC COM $5210.00%94 94— $521 新建仓
EMBC EMBECTA CORP COMMON STOCK $5220.00%59 59— $522 新建仓
CEVA CEVA INC COM $5230.00%28 28— $523 新建仓
TSEM TOWER SEMICONDUCTOR LTD SHS NEW $5260.00%3 3— $526 新建仓
ANGX ANGEL STUDIOS INC CL A COM $5370.00%176 00.0% — 不变
URGN UROGEN PHARMA LTD COM $5390.00%30 30— $539 新建仓
SECT MAIN SECTOR ROTATION ETF $5440.00%9 -25-73.5% -$1,511 减仓
ULCC FRONTIER GROUP HLDGS INC COM $5470.00%155 155— $547 新建仓
UUUU ENERGY FUELS INC COM NEW $5480.00%30 30— $548 新建仓
— INOGEN INC COM $5500.00%89 89— $550 新建仓
ERAS ERASCA INC COM $5500.00%34 34— $550 新建仓
ANGI ANGI INC CL A NEW $5550.00%81 00.0% — 不变
FMX FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS $5550.00%5 266.7% $222 加仓
— AKEBIA THREAPEUTICS INC COM $5550.00%399 399— $555 新建仓
CMP COMPASS MINERALS INTL INC COM $5600.00%24 24— $560 新建仓
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B $5610.00%22 22— $561 新建仓
ASST STRIVE INC CL A COM $5610.00%56 56— $561 新建仓
— CODA OCTOPUS GROUP INC COM NEW $5650.00%50 50— $565 新建仓
ASLE AERSALE CORPORATION COM $5660.00%91 91— $566 新建仓
— ON24 INC COM $5670.00%70 70— $567 新建仓
GRND GRINDR INC COM $5680.00%47 00.0% — 不变
WT WISDOMTREE INC COM $5680.00%39 39— $568 新建仓
MPLT MAPLIGHT THERAPEUTICS INC COM $5690.00%28 28— $569 新建仓
CCSI CONSENSUS CLOUD SOLUTIONS INC COM $5700.00%24 24— $570 新建仓
SD SANDRIDGE ENERGY INC COM NEW $5710.00%35 35— $571 新建仓
— ACV AUCTIONS INC COM CL A $5720.00%135 5875.3% $246 重新持有
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF $5730.00%23 -7-23.3% -$174 减仓
— INVESCO MSCI GLOBAL TIMBER ETF $5730.00%20 00.0% — 不变
BCAX BICARA THERAPEUTICS INC COM $5770.00%29 29— $577 新建仓
— TPG MTG INVTS TR INC COM NEW $5770.00%79 79— $577 新建仓
PTON PELOTON INTERACTIVE INC CL A COM $5790.00%135 -73-35.1% -$313 减仓
ZTO ZTO EXPRESS CAYMAN INC SPONSORED ADS A $5790.00%23 23— $579 新建仓
KRNY KEARNY FINL CORP MD COM $5810.00%77 77— $581 新建仓
FCBC FIRST CMNTY BANKSHARES INC VA COM $5810.00%14 14— $581 新建仓
UFPT UFP TECHNOLOGIES INC COM $5810.00%3 3— $581 新建仓
— VANECK ETHEREUM ETF $5820.00%19 00.0% — 不变
FOR FORESTAR GROUP INC COM $5870.00%24 24— $587 新建仓
ARCB ARCBEST CORP COM $5900.00%6 00.0% — 不变
DRH DIAMONDROCK HOSPITALITY CO COM $5900.00%63 63— $590 新建仓
CBRL CRACKER BARREL OLD CTRY STORE COM $5900.00%21 21— $590 新建仓
AVO MISSION PRODUCE INC COM $5920.00%43 43— $592 新建仓
FBIZ FIRST BUSINESS FINL SVCS INC W COM $5930.00%11 11— $593 新建仓
XPER XPERI INC COMMON STOCK $5940.00%106 106— $594 新建仓
WSBF WATERSTONE FINL INC MD COM $5950.00%33 33— $595 新建仓
BJRI BJS RESTAURANTS INC COM $5970.00%17 17— $597 新建仓
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF $6040.00%10 00.0% — 不变
APOG APOGEE ENTERPRISES INC COM $6040.00%18 18— $604 新建仓
STLA STELLANTIS N.V SHS $6100.00%86 -88-50.6% -$624 减仓
FLUT FLUTTER ENTMT PLC SHS $6120.00%6 -41-87.2% -$4,182 减仓
WLDN WILLDAN GROUP INC COM $6120.00%8 8— $612 新建仓
— TILRAY BRANDS INC COM $6150.00%95 95— $615 新建仓
VVX V2X INC COM $6170.00%9 9— $617 新建仓
RMR RMR GROUP INC CL A $6190.00%40 40— $619 新建仓
COFS CHOICEONE FINANCIA COM $6190.00%22 22— $619 新建仓
ALLO ALLOGENE THERAPEUTICS INC COM $6220.00%255 255— $622 新建仓
COCO VITA COCO CO INC COM $6230.00%13 11550.0% $527 加仓
ASC ARDMORE SHIPPING CORP COM $6250.00%41 41— $625 新建仓
HG HAMILTON INSURANCE GROUP LTD. CL B $6260.00%21 21— $626 新建仓
CWBC COMMUNITY WEST BANCSHARES NEW COM $6290.00%27 27— $629 新建仓
— SKYWATER TECHNOLOGY INC COM $6300.00%23 19475.0% $520 加仓
BLND BLEND LABS INC CL A $6310.00%371 371— $631 新建仓
KBWB INVESCO KBW BANK ETF $6330.00%8 -18-69.2% -$1,424 减仓
WS WORTHINGTON STL INC COM SHS $6370.00%21 18600.0% $546 加仓
GOLD GOLD COM INC COM $6410.00%16 433.3% $160 加仓
— ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT $6410.00%58 58— $641 新建仓
BMRC BANK OF MARIN BANCORP COM $6410.00%25 25— $641 新建仓
BKD BROOKDALE SR LIVING INC COM $6430.00%47 47— $643 新建仓
ZGN ERMENEGILDO ZEGNA N V ORD SHS $6460.00%62 62— $646 新建仓
NMAX NEWSMAX INC COM SHS CLASS B $6470.00%124 00.0% — 不变
JMSI JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF $6470.00%13 121,200.0% $597 加仓
PZZA PAPA JOHNS INTL INC COM $6480.00%20 20— $648 新建仓
ALGT ALLEGIANT TRAVEL CO COM $6480.00%8 8— $648 新建仓
ITIC INVESTORS TITLE CO NC COM $6520.00%3 3— $652 新建仓
ICHR ICHOR HOLDINGS SHS $6530.00%14 14— $653 新建仓
PHR PHREESIA INC COM $6540.00%78 78— $654 新建仓
CMCO COLUMBUS MCKINNON CORP N Y COM $6540.00%45 45— $654 新建仓
PCT PURECYCLE TECHNOLOGIES INC COM $6540.00%126 126— $654 新建仓
ISTR INVESTAR HOLDING CORP COM $6540.00%24 24— $654 新建仓
— PALLADYNE AI CORP COM NEW $6560.00%108 108— $656 新建仓
ALEC ALECTOR INC COM $6560.00%305 305— $656 新建仓
ECO OKEANIS ECO TANKERS COR SHS $6580.00%13 13— $658 新建仓