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 |
|---|---|---|---|---|---|---|---|---|
| NN | NEXTNAV INC COMMON STOCK | $497 | 0.00% | 31 | 30 | 3,000.0% | $481 | 加仓 |
| FCCO | FIRST CMNTY CORP S C COM | $497 | 0.00% | 17 | 17 | — | $497 | 新建仓 |
| AVDS | AVANTIS INTERNATIONAL SMALL CAP EQUITY ETF | $503 | 0.00% | 7 | 7 | — | $503 | 新建仓 |
| TLS | TELOS CORP MD COM | $503 | 0.00% | 120 | 120 | — | $503 | 新建仓 |
| MTRX | MATRIX SVC CO COM | $505 | 0.00% | 44 | 44 | — | $505 | 新建仓 |
| CRCT | CRICUT INC COM CL A | $505 | 0.00% | 135 | 135 | — | $505 | 新建仓 |
| AMC | AMC ENTMT HLDGS INC CL A NEW | $507 | 0.00% | 517 | 274 | 112.8% | $269 | 加仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS IN COM | $507 | 0.00% | 214 | 214 | — | $507 | 新建仓 |
| VLGEA | VILLAGE SUPER MKT INC CL A NEW | $507 | 0.00% | 12 | 12 | — | $507 | 新建仓 |
| — | CRINETICS PHARMACEUTICALS INC COM | $508 | 0.00% | 14 | 14 | — | $508 | 新建仓 |
| SMBK | SMARTFINANCIAL INC COM NEW | $508 | 0.00% | 13 | 13 | — | $508 | 新建仓 |
| — | FORRESTER RESH INC COM | $509 | 0.00% | 90 | 60 | 200.0% | $339 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC COM | $510 | 0.00% | 29 | 29 | — | $510 | 新建仓 |
| MTW | MANITOWOC CO INC COM NEW | $513 | 0.00% | 44 | 44 | — | $513 | 新建仓 |
| NEWT | NEWTEKONE INC COM NEW | $515 | 0.00% | 47 | 47 | — | $515 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $516 | 0.00% | 141 | -506 | -78.2% | -$1,852 | 减仓 |
| RM | REGIONAL MGMT CORP COM | $516 | 0.00% | 16 | 16 | — | $516 | 新建仓 |
| BHB | BAR HBR BANKSHARES COM | $519 | 0.00% | 16 | 16 | — | $519 | 新建仓 |
| ITRG | INTEGRA RES CORP COM | $521 | 0.00% | 191 | 191 | — | $521 | 新建仓 |
| ANNX | ANNEXON INC COM | $521 | 0.00% | 94 | 94 | — | $521 | 新建仓 |
| EMBC | EMBECTA CORP COMMON STOCK | $522 | 0.00% | 59 | 59 | — | $522 | 新建仓 |
| CEVA | CEVA INC COM | $523 | 0.00% | 28 | 28 | — | $523 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD SHS NEW | $526 | 0.00% | 3 | 3 | — | $526 | 新建仓 |
| ANGX | ANGEL STUDIOS INC CL A COM | $537 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| URGN | UROGEN PHARMA LTD COM | $539 | 0.00% | 30 | 30 | — | $539 | 新建仓 |
| SECT | MAIN SECTOR ROTATION ETF | $544 | 0.00% | 9 | -25 | -73.5% | -$1,511 | 减仓 |
| ULCC | FRONTIER GROUP HLDGS INC COM | $547 | 0.00% | 155 | 155 | — | $547 | 新建仓 |
| UUUU | ENERGY FUELS INC COM NEW | $548 | 0.00% | 30 | 30 | — | $548 | 新建仓 |
| — | INOGEN INC COM | $550 | 0.00% | 89 | 89 | — | $550 | 新建仓 |
| ERAS | ERASCA INC COM | $550 | 0.00% | 34 | 34 | — | $550 | 新建仓 |
| ANGI | ANGI INC CL A NEW | $555 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $555 | 0.00% | 5 | 2 | 66.7% | $222 | 加仓 |
| — | AKEBIA THREAPEUTICS INC COM | $555 | 0.00% | 399 | 399 | — | $555 | 新建仓 |
| CMP | COMPASS MINERALS INTL INC COM | $560 | 0.00% | 24 | 24 | — | $560 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $561 | 0.00% | 22 | 22 | — | $561 | 新建仓 |
| ASST | STRIVE INC CL A COM | $561 | 0.00% | 56 | 56 | — | $561 | 新建仓 |
| — | CODA OCTOPUS GROUP INC COM NEW | $565 | 0.00% | 50 | 50 | — | $565 | 新建仓 |
| ASLE | AERSALE CORPORATION COM | $566 | 0.00% | 91 | 91 | — | $566 | 新建仓 |
| — | ON24 INC COM | $567 | 0.00% | 70 | 70 | — | $567 | 新建仓 |
| GRND | GRINDR INC COM | $568 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| WT | WISDOMTREE INC COM | $568 | 0.00% | 39 | 39 | — | $568 | 新建仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC COM | $569 | 0.00% | 28 | 28 | — | $569 | 新建仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS INC COM | $570 | 0.00% | 24 | 24 | — | $570 | 新建仓 |
| SD | SANDRIDGE ENERGY INC COM NEW | $571 | 0.00% | 35 | 35 | — | $571 | 新建仓 |
| — | ACV AUCTIONS INC COM CL A | $572 | 0.00% | 135 | 58 | 75.3% | $246 | 重新持有 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $573 | 0.00% | 23 | -7 | -23.3% | -$174 | 减仓 |
| — | INVESCO MSCI GLOBAL TIMBER ETF | $573 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BCAX | BICARA THERAPEUTICS INC COM | $577 | 0.00% | 29 | 29 | — | $577 | 新建仓 |
| — | TPG MTG INVTS TR INC COM NEW | $577 | 0.00% | 79 | 79 | — | $577 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $579 | 0.00% | 135 | -73 | -35.1% | -$313 | 减仓 |
| ZTO | ZTO EXPRESS CAYMAN INC SPONSORED ADS A | $579 | 0.00% | 23 | 23 | — | $579 | 新建仓 |
| KRNY | KEARNY FINL CORP MD COM | $581 | 0.00% | 77 | 77 | — | $581 | 新建仓 |
| FCBC | FIRST CMNTY BANKSHARES INC VA COM | $581 | 0.00% | 14 | 14 | — | $581 | 新建仓 |
| UFPT | UFP TECHNOLOGIES INC COM | $581 | 0.00% | 3 | 3 | — | $581 | 新建仓 |
| — | VANECK ETHEREUM ETF | $582 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| FOR | FORESTAR GROUP INC COM | $587 | 0.00% | 24 | 24 | — | $587 | 新建仓 |
| ARCB | ARCBEST CORP COM | $590 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DRH | DIAMONDROCK HOSPITALITY CO COM | $590 | 0.00% | 63 | 63 | — | $590 | 新建仓 |
| CBRL | CRACKER BARREL OLD CTRY STORE COM | $590 | 0.00% | 21 | 21 | — | $590 | 新建仓 |
| AVO | MISSION PRODUCE INC COM | $592 | 0.00% | 43 | 43 | — | $592 | 新建仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC W COM | $593 | 0.00% | 11 | 11 | — | $593 | 新建仓 |
| XPER | XPERI INC COMMON STOCK | $594 | 0.00% | 106 | 106 | — | $594 | 新建仓 |
| WSBF | WATERSTONE FINL INC MD COM | $595 | 0.00% | 33 | 33 | — | $595 | 新建仓 |
| BJRI | BJS RESTAURANTS INC COM | $597 | 0.00% | 17 | 17 | — | $597 | 新建仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $604 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| APOG | APOGEE ENTERPRISES INC COM | $604 | 0.00% | 18 | 18 | — | $604 | 新建仓 |
| STLA | STELLANTIS N.V SHS | $610 | 0.00% | 86 | -88 | -50.6% | -$624 | 减仓 |
| FLUT | FLUTTER ENTMT PLC SHS | $612 | 0.00% | 6 | -41 | -87.2% | -$4,182 | 减仓 |
| WLDN | WILLDAN GROUP INC COM | $612 | 0.00% | 8 | 8 | — | $612 | 新建仓 |
| — | TILRAY BRANDS INC COM | $615 | 0.00% | 95 | 95 | — | $615 | 新建仓 |
| VVX | V2X INC COM | $617 | 0.00% | 9 | 9 | — | $617 | 新建仓 |
| RMR | RMR GROUP INC CL A | $619 | 0.00% | 40 | 40 | — | $619 | 新建仓 |
| COFS | CHOICEONE FINANCIA COM | $619 | 0.00% | 22 | 22 | — | $619 | 新建仓 |
| ALLO | ALLOGENE THERAPEUTICS INC COM | $622 | 0.00% | 255 | 255 | — | $622 | 新建仓 |
| COCO | VITA COCO CO INC COM | $623 | 0.00% | 13 | 11 | 550.0% | $527 | 加仓 |
| ASC | ARDMORE SHIPPING CORP COM | $625 | 0.00% | 41 | 41 | — | $625 | 新建仓 |
| HG | HAMILTON INSURANCE GROUP LTD. CL B | $626 | 0.00% | 21 | 21 | — | $626 | 新建仓 |
| CWBC | COMMUNITY WEST BANCSHARES NEW COM | $629 | 0.00% | 27 | 27 | — | $629 | 新建仓 |
| — | SKYWATER TECHNOLOGY INC COM | $630 | 0.00% | 23 | 19 | 475.0% | $520 | 加仓 |
| BLND | BLEND LABS INC CL A | $631 | 0.00% | 371 | 371 | — | $631 | 新建仓 |
| KBWB | INVESCO KBW BANK ETF | $633 | 0.00% | 8 | -18 | -69.2% | -$1,424 | 减仓 |
| WS | WORTHINGTON STL INC COM SHS | $637 | 0.00% | 21 | 18 | 600.0% | $546 | 加仓 |
| GOLD | GOLD COM INC COM | $641 | 0.00% | 16 | 4 | 33.3% | $160 | 加仓 |
| — | ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT | $641 | 0.00% | 58 | 58 | — | $641 | 新建仓 |
| BMRC | BANK OF MARIN BANCORP COM | $641 | 0.00% | 25 | 25 | — | $641 | 新建仓 |
| BKD | BROOKDALE SR LIVING INC COM | $643 | 0.00% | 47 | 47 | — | $643 | 新建仓 |
| ZGN | ERMENEGILDO ZEGNA N V ORD SHS | $646 | 0.00% | 62 | 62 | — | $646 | 新建仓 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $647 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| JMSI | JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF | $647 | 0.00% | 13 | 12 | 1,200.0% | $597 | 加仓 |
| PZZA | PAPA JOHNS INTL INC COM | $648 | 0.00% | 20 | 20 | — | $648 | 新建仓 |
| ALGT | ALLEGIANT TRAVEL CO COM | $648 | 0.00% | 8 | 8 | — | $648 | 新建仓 |
| ITIC | INVESTORS TITLE CO NC COM | $652 | 0.00% | 3 | 3 | — | $652 | 新建仓 |
| ICHR | ICHOR HOLDINGS SHS | $653 | 0.00% | 14 | 14 | — | $653 | 新建仓 |
| PHR | PHREESIA INC COM | $654 | 0.00% | 78 | 78 | — | $654 | 新建仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y COM | $654 | 0.00% | 45 | 45 | — | $654 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC COM | $654 | 0.00% | 126 | 126 | — | $654 | 新建仓 |
| ISTR | INVESTAR HOLDING CORP COM | $654 | 0.00% | 24 | 24 | — | $654 | 新建仓 |
| — | PALLADYNE AI CORP COM NEW | $656 | 0.00% | 108 | 108 | — | $656 | 新建仓 |
| ALEC | ALECTOR INC COM | $656 | 0.00% | 305 | 305 | — | $656 | 新建仓 |
| ECO | OKEANIS ECO TANKERS COR SHS | $658 | 0.00% | 13 | 13 | — | $658 | 新建仓 |