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 |
|---|---|---|---|---|---|---|---|---|
| FTAI | FTAI AVIATION LTD SHS | $3.80万 | 0.00% | 155 | 45 | 40.9% | $1.10万 | 加仓 |
| ATR | APTARGROUP INC COM | $3.79万 | 0.00% | 301 | 164 | 119.7% | $2.07万 | 加仓 |
| HEI/A | HEICO CORP NEW CL A | $3.78万 | 0.00% | 179 | -23 | -11.4% | -$4,855 | 减仓 |
| INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETF | $3.78万 | 0.00% | 970 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $3.75万 | 0.00% | 231 | -26 | -10.1% | -$4,219 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $3.74万 | 0.00% | 141 | 22 | 18.5% | $5,837 | 加仓 |
| LFUS | LITTELFUSE INC COM | $3.73万 | 0.00% | 110 | 10 | 10.0% | $3,394 | 加仓 |
| MOG/A | MOOG INC CL A | $3.72万 | 0.00% | 127 | 25 | 24.5% | $7,316 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $3.72万 | 0.00% | 411 | 105 | 34.3% | $9,494 | 加仓 |
| — | TAYLOR MORRISON HOME CORP COM | $3.72万 | 0.00% | 638 | 253 | 65.7% | $1.47万 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $3.71万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $3.70万 | 0.00% | 701 | -624 | -47.1% | -$3.30万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $3.70万 | 0.00% | 520 | 119 | 29.7% | $8,456 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $3.69万 | 0.00% | 1,332 | 1,260 | 1,750.0% | $3.50万 | 加仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $3.69万 | 0.00% | 311 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $3.68万 | 0.00% | 3,970 | 3,961 | 44,011.1% | $3.68万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP C COM | $3.68万 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $3.67万 | 0.00% | 377 | 55 | 17.1% | $5,348 | 加仓 |
| NOV | NOV INC COM | $3.64万 | 0.00% | 1,937 | 552 | 39.9% | $1.04万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $3.64万 | 0.00% | 327 | -362 | -52.5% | -$4.03万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $3.64万 | 0.00% | 632 | 44 | 7.5% | $2,534 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOME COM | $3.62万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $3.61万 | 0.00% | 183 | 11 | 6.4% | $2,173 | 加仓 |
| MUSA | MURPHY USA INC COM | $3.61万 | 0.00% | 73 | 33 | 82.5% | $1.63万 | 加仓 |
| RIOT | RIOT PLATFORMS INC COM | $3.58万 | 0.00% | 2,899 | 1,102 | 61.3% | $1.36万 | 加仓 |
| LKQ | LKQ CORP COM | $3.57万 | 0.00% | 1,217 | 715 | 142.4% | $2.10万 | 加仓 |
| AN | AUTONATION INC COM | $3.55万 | 0.00% | 182 | -12 | -6.2% | -$2,343 | 减仓 |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $3.54万 | 0.00% | 893 | 444 | 98.9% | $1.76万 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC COM | $3.54万 | 0.00% | 646 | -234 | -26.6% | -$1.28万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $3.53万 | 0.00% | 163 | -112 | -40.7% | -$2.43万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $3.52万 | 0.00% | 288 | 279 | 3,100.0% | $3.41万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $3.49万 | 0.00% | 193 | 21 | 12.2% | $3,797 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $3.49万 | 0.00% | 387 | 16 | 4.3% | $1,442 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $3.49万 | 0.00% | 605 | 86 | 16.6% | $4,955 | 加仓 |
| AEIS | ADVANCED ENERGY INDS COM | $3.49万 | 0.00% | 108 | 27 | 33.3% | $8,713 | 加仓 |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | $3.46万 | 0.00% | 774 | 160 | 26.1% | $7,155 | 加仓 |
| MIDD | MIDDLEBY CORP COM | $3.46万 | 0.00% | 261 | 102 | 64.2% | $1.35万 | 加仓 |
| — | STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF | $3.46万 | 0.00% | 813 | 813 | — | $3.46万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $3.45万 | 0.00% | 263 | 2 | 0.8% | $262 | 加仓 |
| MAIN | MAIN STR CAP CORP COM | $3.44万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP COM | $3.42万 | 0.00% | 2,047 | 820 | 66.8% | $1.37万 | 加仓 |
| AYI | ACUITY INC COM | $3.42万 | 0.00% | 122 | -2 | -1.6% | -$560 | 减仓 |
| AGCO | AGCO CORP COM | $3.42万 | 0.00% | 295 | 47 | 19.0% | $5,446 | 加仓 |
| BEN | FRANKLIN RESOURCES INC COM | $3.42万 | 0.00% | 1,447 | 159 | 12.3% | $3,756 | 加仓 |
| HSIC | SCHEIN HENRY INC COM | $3.41万 | 0.00% | 463 | 78 | 20.3% | $5,749 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $3.40万 | 0.00% | 742 | 191 | 34.7% | $8,765 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $3.40万 | 0.00% | 2,005 | -557 | -21.7% | -$9,452 | 减仓 |
| VFVA | VANGUARD U.S. VALUE FACTOR ETF | $3.39万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP COM | $3.39万 | 0.00% | 1,495 | 895 | 149.2% | $2.03万 | 加仓 |
| IESC | IES HOLDINGS INC COM | $3.38万 | 0.00% | 71 | 14 | 24.6% | $6,671 | 加仓 |
| AUSF | GLOBAL X ADAPTIVE U.S. FACTOR ETF | $3.38万 | 0.00% | 699 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC COM SHS | $3.37万 | 0.00% | 318 | 11 | 3.6% | $1,165 | 加仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $3.34万 | 0.00% | 738 | 738 | — | $3.34万 | 新建仓 |
| — | FIRST TRUST SECURITIZED PLUS ETF | $3.33万 | 0.00% | 1,562 | -711 | -31.3% | -$1.52万 | 减仓 |
| BP | BP PLC SPONSORED ADR | $3.33万 | 0.00% | 709 | -1,835 | -72.1% | -$8.63万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $3.33万 | 0.00% | 222 | 155 | 231.3% | $2.33万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $3.33万 | 0.00% | 234 | 150 | 178.6% | $2.13万 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC COMMON STOCK | $3.31万 | 0.00% | 1,944 | 484 | 33.2% | $8,247 | 加仓 |
| EQH | EQUITABLE HLDGS INC COM | $3.30万 | 0.00% | 888 | 347 | 64.1% | $1.29万 | 加仓 |
| CLX | CLOROX CO DEL COM | $3.30万 | 0.00% | 318 | 145 | 83.8% | $1.50万 | 加仓 |
| SANM | SANMINA CORP COM | $3.29万 | 0.00% | 254 | 23 | 10.0% | $2,982 | 加仓 |
| EES | WISDOMTREE U.S. SMALLCAP FUND | $3.29万 | 0.00% | 567 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $3.28万 | 0.00% | 2,910 | -708 | -19.6% | -$7,986 | 减仓 |
| RPM | RPM INTL INC COM | $3.28万 | 0.00% | 330 | 92 | 38.7% | $9,145 | 加仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $3.28万 | 0.00% | 350 | 350 | — | $3.28万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP COM | $3.28万 | 0.00% | 229 | 69 | 43.1% | $9,870 | 加仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $3.27万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $3.26万 | 0.00% | 786 | 308 | 64.4% | $1.28万 | 加仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $3.25万 | 0.00% | 1,249 | -285 | -18.6% | -$7,424 | 减仓 |
| KIM | KIMCO REALTY CORP COM | $3.25万 | 0.00% | 1,446 | 546 | 60.7% | $1.23万 | 加仓 |
| LEA | LEAR CORP COM NEW | $3.24万 | 0.00% | 268 | 48 | 21.8% | $5,812 | 加仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $3.24万 | 0.00% | 548 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC CL B | $3.24万 | 0.00% | 571 | 237 | 71.0% | $1.34万 | 加仓 |
| MUR | MURPHY OIL CORP COM | $3.23万 | 0.00% | 784 | 228 | 41.0% | $9,405 | 加仓 |
| RMD | RESMED INC COM | $3.23万 | 0.00% | 144 | 2 | 1.4% | $449 | 加仓 |
| WWJD | INSPIRE INTERNATIONAL ETF | $3.23万 | 0.00% | 864 | 864 | — | $3.23万 | 新建仓 |
| — | INSPIRE GLOBAL HOPE ETF | $3.22万 | 0.00% | 726 | 726 | — | $3.22万 | 新建仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $3.22万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR | $3.22万 | 0.00% | 188 | -353 | -65.2% | -$6.04万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $3.22万 | 0.00% | 913 | 351 | 62.5% | $1.24万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $3.21万 | 0.00% | 1,390 | 1,195 | 612.8% | $2.76万 | 加仓 |
| LII | LENNOX INTL INC COM | $3.20万 | 0.00% | 69 | 40 | 137.9% | $1.86万 | 加仓 |
| VLTO | VERALTO CORP COM SHS | $3.20万 | 0.00% | 362 | 25 | 7.4% | $2,210 | 加仓 |
| CAPE | DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF | $3.19万 | 0.00% | 1,034 | 1,034 | — | $3.19万 | 新建仓 |
| RBLX | ROBLOX CORP CL A | $3.19万 | 0.00% | 564 | 283 | 100.7% | $1.60万 | 加仓 |
| CDW | CDW CORP COM | $3.18万 | 0.00% | 263 | 93 | 54.7% | $1.13万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $3.17万 | 0.00% | 541 | -121 | -18.3% | -$7,083 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $3.16万 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP COM NEW | $3.16万 | 0.00% | 1,834 | 1,785 | 3,642.9% | $3.07万 | 加仓 |
| VMI | VALMONT INDS INC COM | $3.16万 | 0.00% | 79 | 7 | 9.7% | $2,797 | 加仓 |
| LPX | LOUISIANA PAC CORP COM | $3.15万 | 0.00% | 433 | 277 | 177.6% | $2.02万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $3.15万 | 0.00% | 199 | 45 | 29.2% | $7,112 | 加仓 |
| TKR | TIMKEN CO COM | $3.13万 | 0.00% | 311 | 36 | 13.1% | $3,624 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $3.13万 | 0.00% | 179 | -52 | -22.5% | -$9,080 | 减仓 |
| — | HERTZ GLOBAL HLDGS INC WT EXP 063051 | $3.12万 | 0.00% | 13,706 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE CORP CL A | $3.12万 | 0.00% | 481 | 116 | 31.8% | $7,533 | 加仓 |
| ENTG | ENTEGRIS INC COM | $3.12万 | 0.00% | 266 | 52 | 24.3% | $6,097 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $3.12万 | 0.00% | 364 | -37 | -9.2% | -$3,169 | 减仓 |
| DABS | DOUBLELINE ABS ETF | $3.11万 | 0.00% | 612 | 612 | — | $3.11万 | 新建仓 |
| CRUS | CIRRUS LOGIC INC COM | $3.09万 | 0.00% | 214 | 39 | 22.3% | $5,640 | 加仓 |