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 |
|---|---|---|---|---|---|---|---|---|
| REZI | RESIDEO TECHNOLOGIES INC COM | $2.12万 | 0.00% | 628 | 194 | 44.7% | $6,540 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $2.12万 | 0.00% | 911 | -2,708 | -74.8% | -$6.29万 | 减仓 |
| — | 2X ETHER ETF | $2.11万 | 0.00% | 944 | 944 | — | $2.11万 | 新建仓 |
| YOU | CLEAR SECURE INC COM CL A | $2.10万 | 0.00% | 434 | 228 | 110.7% | $1.10万 | 加仓 |
| SIG | SIGNET JEWELERS LIMITED SHS | $2.10万 | 0.00% | 248 | 64 | 34.8% | $5,417 | 加仓 |
| IPAR | INTERPARFUMS INC COM | $2.10万 | 0.00% | 231 | 163 | 239.7% | $1.48万 | 加仓 |
| JNUG | DIREXION DAILY JUNIOR GOLD MINERS INDEX BULL 2X ETF | $2.09万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO COM | $2.09万 | 0.00% | 302 | 63 | 26.4% | $4,359 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC COM | $2.08万 | 0.00% | 624 | 282 | 82.5% | $9,419 | 加仓 |
| EXP | EAGLE MATLS INC COM | $2.08万 | 0.00% | 110 | 12 | 12.2% | $2,273 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $2.08万 | 0.00% | 959 | 266 | 38.4% | $5,767 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM CL A | $2.07万 | 0.00% | 1,080 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC COM | $2.06万 | 0.00% | 212 | 4 | 1.9% | $389 | 加仓 |
| COLB | COLUMBIA BKG SYS INC COM | $2.06万 | 0.00% | 750 | 76 | 11.3% | $2,085 | 加仓 |
| — | HIGH TEMPLAR TECHNOLOGY LTD SPON ADS | $2.05万 | 0.00% | 10,550 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP COM | $2.04万 | 0.00% | 101 | 70 | 225.8% | $1.42万 | 加仓 |
| OKTA | OKTA INC CL A | $2.04万 | 0.00% | 259 | -37 | -12.5% | -$2,912 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $2.02万 | 0.00% | 773 | 79 | 11.4% | $2,060 | 加仓 |
| BRC | BRADY CORP CL A | $2.01万 | 0.00% | 248 | 84 | 51.2% | $6,824 | 加仓 |
| CNS | COHEN & STEERS INC COM | $2.01万 | 0.00% | 322 | 234 | 265.9% | $1.46万 | 加仓 |
| VAL | VALARIS LTD CL A | $2.01万 | 0.00% | 205 | 70 | 51.9% | $6,863 | 加仓 |
| WLK | WESTLAKE CORPORATION COM | $2.01万 | 0.00% | 172 | 148 | 616.7% | $1.73万 | 加仓 |
| INVH | INVITATION HOMES INC COM | $2.01万 | 0.00% | 807 | 711 | 740.6% | $1.77万 | 加仓 |
| GLOB | GLOBANT S A COM | $2.00万 | 0.00% | 433 | 415 | 2,305.6% | $1.91万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $1.99万 | 0.00% | 447 | -1 | -0.2% | -$45 | 减仓 |
| URBN | URBAN OUTFITTERS INC COM | $1.99万 | 0.00% | 314 | 36 | 12.9% | $2,281 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC COM | $1.99万 | 0.00% | 204 | 42 | 25.9% | $4,092 | 加仓 |
| KE | KIMBALL ELECTRONICS INC COM | $1.98万 | 0.00% | 836 | 35 | 4.4% | $829 | 加仓 |
| CPA | COPA HOLDINGS SA CL A | $1.98万 | 0.00% | 174 | 2 | 1.2% | $227 | 加仓 |
| PODD | INSULET CORP COM | $1.97万 | 0.00% | 94 | 10 | 11.9% | $2,098 | 加仓 |
| LINE | LINEAGE INC COM | $1.96万 | 0.00% | 599 | 599 | — | $1.96万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND COM | $1.96万 | 0.00% | 551 | -64 | -10.4% | -$2,272 | 减仓 |
| RLI | RLI CORP COM | $1.95万 | 0.00% | 342 | 182 | 113.8% | $1.04万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $1.95万 | 0.00% | 72 | 58 | 414.3% | $1.57万 | 加仓 |
| — | INVESCO S&P 500 VALUE WITH MOMENTUM ETF | $1.95万 | 0.00% | 283 | 283 | — | $1.95万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $1.94万 | 0.00% | 214 | -19 | -8.2% | -$1,723 | 减仓 |
| LAD | LITHIA MTRS INC COM | $1.92万 | 0.00% | 77 | -31 | -28.7% | -$7,741 | 减仓 |
| NTB | BANK OF N T BUTTERFIELD & SON SHS NEW | $1.92万 | 0.00% | 366 | 140 | 61.9% | $7,347 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $1.92万 | 0.00% | 93 | -28 | -23.1% | -$5,770 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $1.91万 | 0.00% | 1,202 | 1,202 | — | $1.91万 | 新建仓 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $1.91万 | 0.00% | 242 | 242 | — | $1.91万 | 新建仓 |
| CRBG | COREBRIDGE FINL INC COM | $1.91万 | 0.00% | 801 | -163 | -16.9% | -$3,889 | 减仓 |
| ONEV | STATE STREET SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF | $1.91万 | 0.00% | 142 | 142 | — | $1.91万 | 新建仓 |
| ASB | ASSOCIATED BANC-CORP COM | $1.90万 | 0.00% | 736 | -6 | -0.8% | -$155 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $1.90万 | 0.00% | 477 | 25 | 5.5% | $996 | 加仓 |
| ALC | ALCON AG ORD SHS | $1.90万 | 0.00% | 252 | 1 | 0.4% | $75 | 加仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $1.89万 | 0.00% | 2,072 | 1,861 | 882.0% | $1.70万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $1.89万 | 0.00% | 1,534 | 0 | 0.0% | — | 不变 |
| VIRT | VIRTU FINL INC CL A | $1.89万 | 0.00% | 430 | 112 | 35.2% | $4,926 | 加仓 |
| UNF | UNIFIRST CORP MASS COM | $1.89万 | 0.00% | 75 | 21 | 38.9% | $5,283 | 加仓 |
| AVAV | AEROVIRONMENT INC COM | $1.89万 | 0.00% | 103 | 2 | 2.0% | $366 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC COM | $1.88万 | 0.00% | 653 | 653 | — | $1.88万 | 新建仓 |
| BOH | BANK HAWAII CORP COM | $1.88万 | 0.00% | 253 | 112 | 79.4% | $8,316 | 加仓 |
| HXL | HEXCEL CORP NEW COM | $1.88万 | 0.00% | 232 | 52 | 28.9% | $4,208 | 加仓 |
| BDC | BELDEN INC COM | $1.86万 | 0.00% | 162 | 29 | 21.8% | $3,330 | 加仓 |
| ALKS | ALKERMES PLC SHS | $1.86万 | 0.00% | 526 | 90 | 20.6% | $3,182 | 加仓 |
| TOST | TOAST INC CL A | $1.86万 | 0.00% | 701 | -178 | -20.3% | -$4,719 | 减仓 |
| TECH | BIO-TECHNE CORP COM | $1.85万 | 0.00% | 354 | 91 | 34.6% | $4,756 | 加仓 |
| WPC | WP CAREY INC COM | $1.85万 | 0.00% | 272 | -4,501 | -94.3% | -$30.59万 | 减仓 |
| ADT | ADT INC DEL COM | $1.84万 | 0.00% | 2,803 | -60 | -2.1% | -$394 | 减仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $1.84万 | 0.00% | 371 | -1,525 | -80.4% | -$7.57万 | 减仓 |
| — | CHART INDS INC COM | $1.84万 | 0.00% | 89 | 6 | 7.2% | $1,241 | 加仓 |
| HQY | HEALTHEQUITY INC COM | $1.84万 | 0.00% | 220 | -28 | -11.3% | -$2,340 | 减仓 |
| KGS | KODIAK GAS SVCS INC COM | $1.84万 | 0.00% | 315 | 72 | 29.6% | $4,199 | 加仓 |
| — | ARCOSA INC COM | $1.84万 | 0.00% | 173 | 37 | 27.2% | $3,927 | 加仓 |
| GILT | GILAT SATELLITE NETWORKS LTD SHS NEW | $1.84万 | 0.00% | 1,222 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $1.83万 | 0.00% | 85 | 48 | 129.7% | $1.04万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $1.83万 | 0.00% | 317 | 22 | 7.5% | $1,272 | 加仓 |
| OSIS | OSI SYSTEMS INC COM | $1.83万 | 0.00% | 69 | 13 | 23.2% | $3,452 | 加仓 |
| ARKK | ARK INNOVATION ETF | $1.83万 | 0.00% | 270 | 32 | 13.4% | $2,163 | 加仓 |
| THO | THOR INDS INC COM | $1.82万 | 0.00% | 228 | 12 | 5.6% | $959 | 加仓 |
| GPOR | GULFPORT ENERGY CORP COMMON SHARES | $1.82万 | 0.00% | 86 | 17 | 24.6% | $3,597 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NEW COM | $1.82万 | 0.00% | 688 | 686 | 34,300.0% | $1.81万 | 加仓 |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | $1.81万 | 0.00% | 388 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO COM | $1.81万 | 0.00% | 287 | 90 | 45.7% | $5,686 | 加仓 |
| STWD | STARWOOD PPTY TR INC COM | $1.81万 | 0.00% | 1,050 | 750 | 250.0% | $1.29万 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC COM | $1.81万 | 0.00% | 248 | 49 | 24.6% | $3,571 | 加仓 |
| TTEK | TETRA TECH INC NEW COM | $1.81万 | 0.00% | 600 | -16 | -2.6% | -$482 | 减仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $1.80万 | 0.00% | 205 | 205 | — | $1.80万 | 新建仓 |
| PATK | PATRICK INDS INC COM | $1.80万 | 0.00% | 162 | 19 | 13.3% | $2,110 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $1.80万 | 0.00% | 347 | -8 | -2.3% | -$415 | 减仓 |
| AGNT | EXP WORLD HLDGS INC COM | $1.80万 | 0.00% | 2,997 | 188 | 6.7% | $1,126 | 加仓 |
| P | EVERPURE INC CL A | $1.79万 | 0.00% | 304 | 53 | 21.1% | $3,129 | 加仓 |
| NWS | NEWS CORP NEW CL B | $1.79万 | 0.00% | 629 | 209 | 49.8% | $5,959 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP COM | $1.79万 | 0.00% | 399 | 39 | 10.8% | $1,749 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL INC COM | $1.78万 | 0.00% | 850 | 850 | — | $1.78万 | 新建仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $1.78万 | 0.00% | 320 | 239 | 295.1% | $1.33万 | 加仓 |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | $1.78万 | 0.00% | 253 | -19 | -7.0% | -$1,334 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $1.77万 | 0.00% | 227 | 192 | 548.6% | $1.50万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $1.77万 | 0.00% | 218 | 125 | 134.4% | $1.02万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $1.77万 | 0.00% | 777 | 258 | 49.7% | $5,875 | 加仓 |
| CE | CELANESE CORP DEL COM | $1.77万 | 0.00% | 269 | 208 | 341.0% | $1.37万 | 加仓 |
| HP | HELMERICH & PAYNE INC COM | $1.77万 | 0.00% | 491 | 210 | 74.7% | $7,566 | 加仓 |
| BKU | BANKUNITED INC COM | $1.77万 | 0.00% | 391 | 58 | 17.4% | $2,619 | 加仓 |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $1.77万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $1.76万 | 0.00% | 2,212 | 468 | 26.8% | $3,716 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC COM | $1.75万 | 0.00% | 240 | 119 | 98.3% | $8,667 | 加仓 |
| TFX | TELEFLEX INCORPORATED COM | $1.75万 | 0.00% | 146 | 110 | 305.6% | $1.32万 | 加仓 |
| TENB | TENABLE HLDGS INC COM | $1.75万 | 0.00% | 1,032 | 1,032 | — | $1.75万 | 新建仓 |
| AXON | AXON ENTERPRISE INC COM | $1.74万 | 0.00% | 41 | 7 | 20.6% | $2,973 | 加仓 |