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 |
|---|---|---|---|---|---|---|---|---|
| MCBS | METROCITY BANKSHARES INC COM | $659 | 0.00% | 23 | 23 | — | $659 | 新建仓 |
| PGNY | PROGYNY INC COM | $662 | 0.00% | 39 | -76 | -66.1% | -$1,290 | 减仓 |
| NVCR | NOVOCURE LTD ORD SHS | $665 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| VREX | VAREX IMAGING CORP COM | $668 | 0.00% | 63 | 63 | — | $668 | 新建仓 |
| DCH | DAUCH CORP COM | $670 | 0.00% | 113 | 113 | — | $670 | 新建仓 |
| LYTS | LSI INDS INC OHIO COM | $670 | 0.00% | 36 | 36 | — | $670 | 新建仓 |
| GTLB | GITLAB INC CLASS A COM | $671 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | CALAVO GROWERS INC COM | $671 | 0.00% | 26 | 26 | — | $671 | 新建仓 |
| UIS | UNISYS CORP COM NEW | $671 | 0.00% | 324 | 324 | — | $671 | 新建仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $675 | 0.00% | 4 | -19 | -82.6% | -$3,206 | 减仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $676 | 0.00% | 26 | -51 | -66.2% | -$1,326 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $677 | 0.00% | 8 | 8 | — | $677 | 新建仓 |
| SBSW | SIBANYE STILLWATER LTD SPONSORED ADR | $678 | 0.00% | 55 | 55 | — | $678 | 新建仓 |
| BWIN | THE BALDWIN INSURANCE GRP INC COM CL A | $680 | 0.00% | 31 | 31 | — | $680 | 新建仓 |
| HSTM | HEALTHSTREAM INC COM | $683 | 0.00% | 33 | 33 | — | $683 | 新建仓 |
| STNE | STONECO LTD COM CL A | $692 | 0.00% | 49 | 49 | — | $692 | 新建仓 |
| UMH | UMH PPTYS INC COM | $693 | 0.00% | 48 | 48 | — | $693 | 新建仓 |
| PGEN | PRECIGEN INC COM | $693 | 0.00% | 179 | 179 | — | $693 | 新建仓 |
| — | OUTSET MED INC COM NEW | $695 | 0.00% | 181 | 181 | — | $695 | 新建仓 |
| NATR | NATURES SUNSHINE PRODS INC COM | $696 | 0.00% | 29 | 29 | — | $696 | 新建仓 |
| IDU | ISHARES U.S. UTILITIES ETF | $697 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC COM | $702 | 0.00% | 91 | 91 | — | $702 | 新建仓 |
| SKM | SK TELECOM CO LTD SPONSORED ADR | $703 | 0.00% | 24 | 11 | 84.6% | $322 | 加仓 |
| — | WEAVE COMMUNICATIONS INC COM | $707 | 0.00% | 153 | 153 | — | $707 | 新建仓 |
| TNGX | TANGO THERAPEUTICS INC COM | $711 | 0.00% | 34 | 34 | — | $711 | 新建仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD COM | $711 | 0.00% | 25 | 25 | — | $711 | 新建仓 |
| KRRO | KORRO BIO INC COM | $713 | 0.00% | 63 | 63 | — | $713 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $714 | 0.00% | 15 | -17 | -53.1% | -$809 | 减仓 |
| — | ANAVEX LIFE SCIENCES CORP COM NEW | $715 | 0.00% | 233 | 123 | 111.8% | $377 | 加仓 |
| NXDR | NEXTDOOR HOLDINGS INC COM CL A | $717 | 0.00% | 512 | 512 | — | $717 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $718 | 0.00% | 48 | 48 | — | $718 | 新建仓 |
| BEKE | KE HLDGS INC SPONSORED ADS | $719 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| EGO | ELDORADO GOLD CORP NEW COM | $721 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| KOD | KODIAK SCIENCES INC COM | $724 | 0.00% | 19 | 19 | — | $724 | 新建仓 |
| PXED | PHOENIX ED PARTNERS INC COM | $724 | 0.00% | 23 | 23 | — | $724 | 新建仓 |
| SHEN | SHENANDOAH TELECOMMUNICATIONS COM | $725 | 0.00% | 47 | 47 | — | $725 | 新建仓 |
| SERV | SERVE ROBOTICS INC COM | $726 | 0.00% | 86 | 86 | — | $726 | 新建仓 |
| — | BLUE FOUNDRY BANCORP COM | $728 | 0.00% | 55 | 55 | — | $728 | 新建仓 |
| GRFS | GRIFOLS S A SP ADR REP B NVT | $730 | 0.00% | 91 | -9 | -9.0% | -$72 | 减仓 |
| CABO | CABLE ONE INC COM | $730 | 0.00% | 8 | 7 | 700.0% | $639 | 重新持有 |
| AORT | ARTIVION INC COM | $732 | 0.00% | 20 | 20 | — | $732 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC COM SHS | $733 | 0.00% | 7 | -19 | -73.1% | -$1,990 | 减仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $739 | 0.00% | 158 | 158 | — | $739 | 新建仓 |
| — | ROUNDHILL ETHER COVERED CALL STRATEGY ETF | $740 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | TAPPALPHA SPY GROWTH & DAILY INCOME ETF | $741 | 0.00% | 32 | -315 | -90.8% | -$7,294 | 减仓 |
| UFCS | UNITED FIRE GROUP INC COM | $741 | 0.00% | 20 | 20 | — | $741 | 新建仓 |
| STOK | STOKE THERAPEUTICS INC COM | $749 | 0.00% | 23 | 16 | 228.6% | $521 | 加仓 |
| SXC | SUNCOKE ENERGY INC COM | $749 | 0.00% | 115 | 115 | — | $749 | 新建仓 |
| CC | CHEMOURS CO COM | $749 | 0.00% | 34 | 34 | — | $749 | 新建仓 |
| BFS | SAUL CTRS INC COM | $749 | 0.00% | 23 | 23 | — | $749 | 新建仓 |
| FLCO | FRANKLIN INVESTMENT GRADE CORPORATE ETF | $750 | 0.00% | 35 | -183 | -83.9% | -$3,921 | 减仓 |
| — | LINKBANCORP INC COM | $751 | 0.00% | 90 | 90 | — | $751 | 新建仓 |
| VYX | NCR VOYIX CORPORATION COM | $753 | 0.00% | 119 | -70 | -37.0% | -$443 | 减仓 |
| DBD | DIEBOLD NIXDORF INC COM SHS | $754 | 0.00% | 10 | 10 | — | $754 | 新建仓 |
| BATRA | ATLANTA BRAVES HLDGS INC COM SER A | $754 | 0.00% | 16 | 16 | — | $754 | 新建仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC COM | $754 | 0.00% | 18 | 18 | — | $754 | 新建仓 |
| KRT | KARAT PACKAGING INC COM | $754 | 0.00% | 27 | 27 | — | $754 | 新建仓 |
| GSSC | TR ACTIVEBETA US SMALL CAP EQUITY ETF | $756 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $756 | 0.00% | 24 | 8 | 50.0% | $252 | 加仓 |
| — | ALDEYRA THERAPEUTICS INC COM | $759 | 0.00% | 449 | 449 | — | $759 | 新建仓 |
| TFII | TRANSFORCE INC COM | $760 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| VITL | VITAL FARMS INC COM | $762 | 0.00% | 54 | 53 | 5,300.0% | $748 | 加仓 |
| CRVL | CORVEL CORP COM | $765 | 0.00% | 14 | -12 | -46.2% | -$656 | 减仓 |
| BGS | B & G FOODS INC COM | $765 | 0.00% | 159 | 48 | 43.2% | $231 | 加仓 |
| INN | SUMMIT HOTEL PPTYS COM | $765 | 0.00% | 173 | 173 | — | $765 | 新建仓 |
| PLTK | PLAYTIKA HLDG CORP COM | $773 | 0.00% | 278 | 278 | — | $773 | 新建仓 |
| IIIN | INSTEEL INDS INC COM | $773 | 0.00% | 23 | 23 | — | $773 | 新建仓 |
| BVS | BIOVENTUS INC COM CL A | $776 | 0.00% | 85 | 85 | — | $776 | 新建仓 |
| MBUU | MALIBU BOATS INC COM CL A | $778 | 0.00% | 30 | 30 | — | $778 | 新建仓 |
| HGTY | HAGERTY INC CL A COM | $779 | 0.00% | 74 | -10 | -11.9% | -$105 | 减仓 |
| MH | MCGRAW HILL INC COM | $781 | 0.00% | 57 | 57 | — | $781 | 新建仓 |
| IIIV | I3 VERTICALS INC COM CL A | $783 | 0.00% | 35 | 35 | — | $783 | 新建仓 |
| — | RESOURCES CONNECTION INC COM | $783 | 0.00% | 210 | 210 | — | $783 | 新建仓 |
| OOMA | OOMA INC COM | $786 | 0.00% | 54 | 54 | — | $786 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC COM | $788 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| ACIC | AMERICAN COASTAL INS CORP COM | $788 | 0.00% | 70 | 70 | — | $788 | 新建仓 |
| AMRC | AMERESCO INC CL A | $791 | 0.00% | 31 | 31 | — | $791 | 新建仓 |
| UTI | UNIVERSAL TECHNICAL INST INC COM | $794 | 0.00% | 22 | 22 | — | $794 | 新建仓 |
| LILA | LIBERTY LATIN AMERICA LTD COM CL A | $795 | 0.00% | 92 | 92 | — | $795 | 新建仓 |
| RDVT | RED VIOLET INC COM | $796 | 0.00% | 23 | 23 | — | $796 | 新建仓 |
| BUYW | MAIN BUYWRITE ETF | $803 | 0.00% | 57 | -58 | -50.4% | -$817 | 减仓 |
| HSAI | HESAI GROUP SPONSORED ADS | $803 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | $803 | 0.00% | 137 | -38 | -21.7% | -$223 | 重新持有 |
| GMAB | GENMAB A/S SPONSORED ADS | $805 | 0.00% | 30 | 8 | 36.4% | $215 | 加仓 |
| ALRS | ALERUS FINL CORP COM | $806 | 0.00% | 34 | 34 | — | $806 | 新建仓 |
| AROW | ARROW FINL CORP COM | $806 | 0.00% | 24 | 24 | — | $806 | 新建仓 |
| SSTK | SHUTTERSTOCK INC COM | $814 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| MBIN | MERCHANTS BANCORP IND COM | $815 | 0.00% | 19 | 19 | — | $815 | 新建仓 |
| — | TONIX PHARMACEUTICALS HLDG CO COM NEW | $825 | 0.00% | 60 | 60 | — | $825 | 新建仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $830 | 0.00% | 9 | 8 | 800.0% | $738 | 加仓 |
| — | MERIDIAN CORP COM | $834 | 0.00% | 44 | 44 | — | $834 | 新建仓 |
| CIFR | CIPHER DIGITAL INC COM | $837 | 0.00% | 65 | 65 | — | $837 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $840 | 0.00% | 28 | -564 | -95.3% | -$1.69万 | 减仓 |
| HLIO | HELIOS TECHNOLOGIES INC COM | $841 | 0.00% | 13 | 10 | 333.3% | $647 | 加仓 |
| NPB | NORTHPOINTE BANCSHARES INC. COM SHS | $846 | 0.00% | 49 | 49 | — | $846 | 新建仓 |
| ESLT | ELBIT SYS LTD ORD | $849 | 0.00% | 1 | 1 | — | $849 | 新建仓 |
| WLFC | WILLIS LEASE FIN CORP COM | $851 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP COM | $855 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| CNOB | CONNECTONE BANCORP INC COM | $857 | 0.00% | 32 | 32 | — | $857 | 新建仓 |
| RCUS | ARCUS BIOSCIENCES INC COM | $864 | 0.00% | 40 | 40 | — | $864 | 新建仓 |