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 |
|---|---|---|---|---|---|---|---|---|
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $2.47万 | 0.00% | 680 | 680 | — | $2.47万 | 新建仓 |
| DUOL | DUOLINGO INC CL A COM | $2.46万 | 0.00% | 250 | 165 | 194.1% | $1.63万 | 加仓 |
| CG | CARLYLE GROUP INC COM | $2.46万 | 0.00% | 509 | -88 | -14.7% | -$4,258 | 减仓 |
| EELV | INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF | $2.46万 | 0.00% | 877 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY LTD COM | $2.45万 | 0.00% | 301 | 80 | 36.2% | $6,518 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $2.45万 | 0.00% | 464 | 0 | 0.0% | — | 不变 |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | $2.44万 | 0.00% | 392 | -78 | -16.6% | -$4,862 | 减仓 |
| IBOC | INTERNATIONAL BANCSHARES CORP COM | $2.44万 | 0.00% | 363 | 121 | 50.0% | $8,142 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $2.44万 | 0.00% | 308 | 252 | 450.0% | $2.00万 | 加仓 |
| IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | $2.44万 | 0.00% | 508 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $2.43万 | 0.00% | 325 | 197 | 153.9% | $1.48万 | 加仓 |
| POST | POST HLDGS INC COM | $2.43万 | 0.00% | 246 | 75 | 43.9% | $7,415 | 加仓 |
| GEN | GEN DIGITAL INC COM | $2.43万 | 0.00% | 1,289 | -1,399 | -52.0% | -$2.63万 | 减仓 |
| LW | LAMB WESTON HLDGS INC COM | $2.42万 | 0.00% | 572 | 397 | 226.9% | $1.68万 | 加仓 |
| IDA | IDACORP INC COM | $2.42万 | 0.00% | 169 | 89 | 111.2% | $1.27万 | 加仓 |
| SNEX | STONEX GROUP INC COM | $2.41万 | 0.00% | 299 | 139 | 86.9% | $1.12万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $2.40万 | 0.00% | 1,461 | 570 | 64.0% | $9,364 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $2.40万 | 0.00% | 1,214 | 4 | 0.3% | $79 | 加仓 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $2.40万 | 0.00% | 396 | -375 | -48.6% | -$2.27万 | 减仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $2.40万 | 0.00% | 475 | 52 | 12.3% | $2,623 | 加仓 |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | $2.39万 | 0.00% | 134 | 134 | — | $2.39万 | 新建仓 |
| — | STERLING CAPITAL ENHANCED CORE BOND ETF | $2.38万 | 0.00% | 948 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | $2.38万 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP COM | $2.37万 | 0.00% | 210 | 42 | 25.0% | $4,737 | 加仓 |
| DKS | DICKS SPORTING GOODS INC COM | $2.36万 | 0.00% | 119 | -7 | -5.6% | -$1,388 | 减仓 |
| — | GATES INDL CORP PLC ORD SHS | $2.36万 | 0.00% | 1,042 | 138 | 15.3% | $3,120 | 加仓 |
| MCY | MERCURY GENL CORP NEW COM | $2.35万 | 0.00% | 267 | 42 | 18.7% | $3,702 | 加仓 |
| MRP | MILLROSE PPTYS INC COM CL A | $2.35万 | 0.00% | 840 | -181 | -17.7% | -$5,068 | 减仓 |
| CRK | COMSTOCK RES INC COM | $2.35万 | 0.00% | 1,114 | 139 | 14.3% | $2,930 | 加仓 |
| DDS | DILLARDS INC CL A | $2.35万 | 0.00% | 41 | 2 | 5.1% | $1,144 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $2.34万 | 0.00% | 66 | -38 | -36.5% | -$1.34万 | 减仓 |
| CBT | CABOT CORP COM | $2.33万 | 0.00% | 309 | 257 | 494.2% | $1.94万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC ORD SHS | $2.33万 | 0.00% | 246 | 59 | 31.6% | $5,580 | 加仓 |
| PICK | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | $2.33万 | 0.00% | 411 | -33 | -7.4% | -$1,867 | 减仓 |
| SMMV | ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF | $2.32万 | 0.00% | 533 | -87 | -14.0% | -$3,793 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $2.32万 | 0.00% | 168 | -2 | -1.2% | -$276 | 减仓 |
| AAON | AAON INC COM PAR $0.004 | $2.31万 | 0.00% | 279 | 35 | 14.3% | $2,896 | 加仓 |
| REG | REGENCY CTRS CORP COM | $2.30万 | 0.00% | 304 | 267 | 721.6% | $2.02万 | 加仓 |
| — | UNITED STATES COMMODITY INDEX FUND | $2.30万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $2.30万 | 0.00% | 228 | 78 | 52.0% | $7,856 | 加仓 |
| DBND | DOUBLELINE OPPORTUNISTIC CORE BOND ETF | $2.30万 | 0.00% | 501 | -1,098 | -68.7% | -$5.03万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $2.29万 | 0.00% | 216 | 211 | 4,220.0% | $2.24万 | 加仓 |
| FORM | FORMFACTOR INC COM | $2.29万 | 0.00% | 236 | 56 | 31.1% | $5,432 | 加仓 |
| NMIH | NMI HLDGS INC COM | $2.29万 | 0.00% | 610 | 283 | 86.5% | $1.06万 | 加仓 |
| PBF | PBF ENERGY INC CL A | $2.26万 | 0.00% | 475 | 16 | 3.5% | $762 | 加仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $2.26万 | 0.00% | 299 | 299 | — | $2.26万 | 新建仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $2.26万 | 0.00% | 489 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $2.26万 | 0.00% | 71 | -285 | -80.1% | -$9.07万 | 减仓 |
| FHB | FIRST HAWAIIAN INC COM | $2.25万 | 0.00% | 915 | 464 | 102.9% | $1.14万 | 加仓 |
| ABCB | AMERIS BANCORP COM | $2.25万 | 0.00% | 289 | 17 | 6.2% | $1,326 | 加仓 |
| M | MACYS INC COM | $2.25万 | 0.00% | 1,241 | 53 | 4.5% | $959 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $2.24万 | 0.00% | 82 | -45 | -35.4% | -$1.23万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC COM | $2.24万 | 0.00% | 130 | -30 | -18.8% | -$5,175 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $2.24万 | 0.00% | 112 | 2 | 1.8% | $400 | 加仓 |
| IPGP | IPG PHOTONICS CORP COM | $2.23万 | 0.00% | 195 | 33 | 20.4% | $3,781 | 加仓 |
| — | BLACKROCK HEALTH SCIENCES TR COM | $2.23万 | 0.00% | 580 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC CL A | $2.23万 | 0.00% | 242 | 68 | 39.1% | $6,274 | 加仓 |
| MRNA | MODERNA INC COM | $2.23万 | 0.00% | 439 | 344 | 362.1% | $1.75万 | 加仓 |
| GHC | GRAHAM HLDGS CO COM CL B | $2.22万 | 0.00% | 21 | 4 | 23.5% | $4,229 | 加仓 |
| POWL | POWELL INDS INC COM | $2.22万 | 0.00% | 41 | 14 | 51.9% | $7,575 | 加仓 |
| NNI | NELNET INC CL A | $2.22万 | 0.00% | 172 | 56 | 48.3% | $7,222 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $2.22万 | 0.00% | 515 | 37 | 7.7% | $1,593 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $2.22万 | 0.00% | 106 | 55 | 107.8% | $1.15万 | 加仓 |
| MWA | MUELLER WTR PRODS INC COM SER A | $2.22万 | 0.00% | 806 | 387 | 92.4% | $1.06万 | 加仓 |
| SAIA | SAIA INC COM | $2.21万 | 0.00% | 63 | 32 | 103.2% | $1.12万 | 加仓 |
| SAM | BOSTON BEER INC CL A | $2.21万 | 0.00% | 96 | 68 | 242.9% | $1.57万 | 加仓 |
| NTRA | NATERA INC COM | $2.20万 | 0.00% | 110 | 20 | 22.2% | $4,000 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $2.20万 | 0.00% | 660 | 159 | 31.7% | $5,292 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $2.20万 | 0.00% | 1,014 | -127 | -11.1% | -$2,751 | 减仓 |
| ACIW | ACI WORLDWIDE INC COM | $2.19万 | 0.00% | 535 | 223 | 71.5% | $9,145 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $2.19万 | 0.00% | 88 | -10 | -10.2% | -$2,493 | 减仓 |
| LOPE | GRAND CANYON ED INC COM | $2.19万 | 0.00% | 129 | 47 | 57.3% | $7,991 | 加仓 |
| RVTY | REVVITY INC COM | $2.19万 | 0.00% | 250 | 1 | 0.4% | $88 | 加仓 |
| ONB | OLD NATL BANCORP IND COM | $2.19万 | 0.00% | 990 | 197 | 24.8% | $4,354 | 加仓 |
| IMO | IMPERIAL OIL LTD COM NEW | $2.18万 | 0.00% | 167 | -126 | -43.0% | -$1.65万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO CL A | $2.18万 | 0.00% | 239 | 186 | 350.9% | $1.70万 | 加仓 |
| GTX | GARRETT MOTION INC COM | $2.18万 | 0.00% | 1,200 | 858 | 250.9% | $1.56万 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY COM SER N | $2.18万 | 0.00% | 488 | 141 | 40.6% | $6,298 | 加仓 |
| BTU | PEABODY ENERGY CORP COM | $2.17万 | 0.00% | 660 | 206 | 45.4% | $6,788 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD COMMON SHARES | $2.17万 | 0.00% | 1,772 | 865 | 95.4% | $1.06万 | 加仓 |
| SSNC | SS&C TECH HLDGS COM | $2.17万 | 0.00% | 321 | -231 | -41.8% | -$1.56万 | 减仓 |
| CATY | CATHAY GEN BANCORP COM | $2.17万 | 0.00% | 435 | 159 | 57.6% | $7,928 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $2.17万 | 0.00% | 228 | 77 | 51.0% | $7,317 | 加仓 |
| ARKW | ARK NEXT GENERATION INTERNET ETF | $2.17万 | 0.00% | 180 | -15 | -7.7% | -$1,805 | 减仓 |
| FSS | FEDERAL SIGNAL CORP COM | $2.16万 | 0.00% | 200 | 5 | 2.6% | $541 | 加仓 |
| EXPO | EXPONENT INC COM | $2.15万 | 0.00% | 330 | 196 | 146.3% | $1.28万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $2.15万 | 0.00% | 714 | 45 | 6.7% | $1,355 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC COM | $2.15万 | 0.00% | 182 | 6 | 3.4% | $708 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE GA COM | $2.15万 | 0.00% | 682 | 304 | 80.4% | $9,573 | 加仓 |
| GLPI | GAMING & LEISURE P COM | $2.15万 | 0.00% | 484 | 423 | 693.4% | $1.88万 | 加仓 |
| PLXS | PLEXUS CORP COM | $2.15万 | 0.00% | 106 | 11 | 11.6% | $2,228 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $2.15万 | 0.00% | 253 | 188 | 289.2% | $1.60万 | 加仓 |
| BIO | BIO RAD LABS INC CL A | $2.15万 | 0.00% | 77 | 8 | 11.6% | $2,230 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP CL A | $2.14万 | 0.00% | 677 | 165 | 32.2% | $5,209 | 加仓 |
| HCC | WARRIOR MET COAL INC COM | $2.13万 | 0.00% | 229 | 28 | 13.9% | $2,608 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $2.13万 | 0.00% | 247 | 44 | 21.7% | $3,791 | 加仓 |
| RMBS | RAMBUS INC DEL COM | $2.12万 | 0.00% | 247 | 23 | 10.3% | $1,979 | 加仓 |
| KNSL | KINSALE CAP GROUP INC COM | $2.12万 | 0.00% | 62 | -16 | -20.5% | -$5,467 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP CL A $1 PAR | $2.12万 | 0.00% | 1,089 | 793 | 267.9% | $1.54万 | 加仓 |
| MYRG | MYR GROUP INC COM | $2.12万 | 0.00% | 75 | 21 | 38.9% | $5,929 | 加仓 |