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 |
|---|---|---|---|---|---|---|---|---|
| KNF | KNIFE RIVER CORP COMMON STOCK | $1.74万 | 0.00% | 213 | 158 | 287.3% | $1.29万 | 加仓 |
| FFBC | 1ST FINL BANCORP COM | $1.74万 | 0.00% | 623 | 290 | 87.1% | $8,085 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $1.73万 | 0.00% | 683 | 73 | 12.0% | $1,852 | 加仓 |
| MTN | VAIL RESORTS INC COM | $1.73万 | 0.00% | 135 | 42 | 45.2% | $5,389 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $1.73万 | 0.00% | 101 | 61 | 152.5% | $1.05万 | 加仓 |
| BRZE | BRAZE INC COM CL A | $1.73万 | 0.00% | 732 | 732 | — | $1.73万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $1.72万 | 0.00% | 370 | -409 | -52.5% | -$1.90万 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL COM CL A | $1.72万 | 0.00% | 262 | 70 | 36.5% | $4,584 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $1.71万 | 0.00% | 50 | -23 | -31.5% | -$7,875 | 减仓 |
| UDR | UDR INC COM | $1.71万 | 0.00% | 506 | 481 | 1,924.0% | $1.62万 | 加仓 |
| GH | GUARDANT HEALTH INC COM | $1.71万 | 0.00% | 185 | 26 | 16.4% | $2,402 | 加仓 |
| FICO | FAIR ISAAC CORP COM | $1.71万 | 0.00% | 16 | -23 | -59.0% | -$2.46万 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS INC COM | $1.70万 | 0.00% | 302 | 24 | 8.6% | $1,355 | 加仓 |
| CVBF | CVB FINL CORP COM | $1.70万 | 0.00% | 879 | 395 | 81.6% | $7,659 | 加仓 |
| ESAB | ESAB CORPORATION COM | $1.70万 | 0.00% | 176 | 6 | 3.5% | $580 | 加仓 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $1.70万 | 0.00% | 182 | -12 | -6.2% | -$1,119 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC COM | $1.69万 | 0.00% | 283 | -13 | -4.4% | -$778 | 减仓 |
| MHO | M/I HOMES INC COM | $1.69万 | 0.00% | 138 | 22 | 19.0% | $2,694 | 加仓 |
| AGX | ARGAN INC COM | $1.69万 | 0.00% | 31 | 4 | 14.8% | $2,179 | 加仓 |
| SLGN | SILGAN HLDGS INC COM | $1.68万 | 0.00% | 434 | 288 | 197.3% | $1.12万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC COMMON STOCK | $1.68万 | 0.00% | 625 | 151 | 31.9% | $4,068 | 加仓 |
| VRNS | VARONIS SYS INC COM | $1.68万 | 0.00% | 783 | 783 | — | $1.68万 | 新建仓 |
| MFC | MANULIFE FINL CORP COM | $1.68万 | 0.00% | 488 | -332 | -40.5% | -$1.14万 | 减仓 |
| FELE | FRANKLIN ELEC INC COM | $1.68万 | 0.00% | 182 | 62 | 51.7% | $5,715 | 加仓 |
| PVH | PVH CORPORATION COM | $1.67万 | 0.00% | 240 | 70 | 41.2% | $4,883 | 加仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $1.67万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| SIGI | SELECTIVE INS GROUP INC COM | $1.67万 | 0.00% | 221 | 64 | 40.8% | $4,825 | 加仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $1.66万 | 0.00% | 734 | -523 | -41.6% | -$1.19万 | 减仓 |
| HLN | HALEON PLC SPON ADS | $1.66万 | 0.00% | 1,663 | -339 | -16.9% | -$3,393 | 减仓 |
| — | DOUBLELINE COMMODITY STRATEGY ETF | $1.65万 | 0.00% | 496 | 496 | — | $1.65万 | 新建仓 |
| CACC | CREDIT ACCEP CORP MICH COM | $1.65万 | 0.00% | 39 | 9 | 30.0% | $3,811 | 加仓 |
| MTRN | MATERION CORP COM | $1.65万 | 0.00% | 114 | 16 | 16.3% | $2,314 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC COM | $1.65万 | 0.00% | 387 | 91 | 30.7% | $3,877 | 加仓 |
| ACT | ENACT HLDGS INC COM | $1.64万 | 0.00% | 403 | 95 | 30.8% | $3,877 | 加仓 |
| GNW | GENWORTH FINL INC COM SHS | $1.64万 | 0.00% | 2,020 | 146 | 7.8% | $1,185 | 加仓 |
| INTA | INTAPP INC COM | $1.63万 | 0.00% | 633 | 633 | — | $1.63万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $1.62万 | 0.00% | 173 | 18 | 11.6% | $1,690 | 加仓 |
| MDU | MDU RES GROUP INC COM | $1.62万 | 0.00% | 783 | 174 | 28.6% | $3,605 | 加仓 |
| CART | MAPLEBEAR INC COM | $1.62万 | 0.00% | 432 | 69 | 19.0% | $2,585 | 加仓 |
| BKH | BLACK HILLS CORP COM | $1.62万 | 0.00% | 233 | 147 | 170.9% | $1.02万 | 加仓 |
| H | HYATT HOTELS CORP COM CL A | $1.61万 | 0.00% | 112 | 15 | 15.5% | $2,157 | 加仓 |
| AIS | VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF | $1.61万 | 0.00% | 384 | 384 | — | $1.61万 | 新建仓 |
| AUB | ATLANTIC UN BANKSHARES CORP COM | $1.60万 | 0.00% | 448 | 156 | 53.4% | $5,576 | 加仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $1.60万 | 0.00% | 1,114 | 788 | 241.7% | $1.13万 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO COM | $1.60万 | 0.00% | 292 | 220 | 305.6% | $1.21万 | 加仓 |
| OII | OCEANEERING INTL INC COM | $1.60万 | 0.00% | 451 | 181 | 67.0% | $6,420 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $1.59万 | 0.00% | 154 | 9 | 6.2% | $932 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC COM | $1.59万 | 0.00% | 733 | 595 | 431.2% | $1.29万 | 加仓 |
| BKE | BUCKLE INC COM | $1.59万 | 0.00% | 316 | 128 | 68.1% | $6,446 | 加仓 |
| MDB | MONGODB INC CL A | $1.59万 | 0.00% | 65 | -22 | -25.3% | -$5,385 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $1.59万 | 0.00% | 141 | -1,768 | -92.6% | -$19.91万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC COM NEW | $1.59万 | 0.00% | 377 | 49 | 14.9% | $2,063 | 加仓 |
| BANR | BANNER CORP COM NEW | $1.58万 | 0.00% | 261 | 136 | 108.8% | $8,252 | 加仓 |
| FUL | FULLER H B CO COM | $1.58万 | 0.00% | 256 | 61 | 31.3% | $3,762 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM INC COM | $1.58万 | 0.00% | 269 | 101 | 60.1% | $5,924 | 加仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $1.58万 | 0.00% | 344 | -90 | -20.7% | -$4,124 | 减仓 |
| TRMK | TRUSTMARK CORP COM | $1.58万 | 0.00% | 374 | 152 | 68.5% | $6,405 | 加仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $1.57万 | 0.00% | 206 | 206 | — | $1.57万 | 新建仓 |
| GRBK | GREEN BRICK PARTNERS INC COM | $1.57万 | 0.00% | 244 | 58 | 31.2% | $3,738 | 加仓 |
| NFG | NATIONAL FUEL GAS CO COM | $1.57万 | 0.00% | 167 | 45 | 36.9% | $4,228 | 加仓 |
| HEI | HEICO CORP NEW COM | $1.56万 | 0.00% | 57 | 9 | 18.8% | $2,468 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS COM | $1.56万 | 0.00% | 207 | 97 | 88.2% | $7,295 | 加仓 |
| PPC | PILGRIMS PRIDE CORP COM | $1.55万 | 0.00% | 411 | 108 | 35.6% | $4,078 | 加仓 |
| FSLY | FASTLY INC CL A | $1.55万 | 0.00% | 534 | 34 | 6.8% | $988 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $1.55万 | 0.00% | 219 | 219 | — | $1.55万 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $1.55万 | 0.00% | 248 | 235 | 1,807.7% | $1.47万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC COM | $1.55万 | 0.00% | 317 | 18 | 6.0% | $878 | 加仓 |
| CVSA | COVISTA INC COM | $1.54万 | 0.00% | 134 | 42 | 45.7% | $4,841 | 加仓 |
| CVLT | COMMVAULT SYS INC COM | $1.54万 | 0.00% | 198 | 156 | 371.4% | $1.22万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $1.54万 | 0.00% | 272 | -1,387 | -83.6% | -$7.86万 | 减仓 |
| MSTR | STRATEGY INC CL A NEW | $1.53万 | 0.00% | 123 | -571 | -82.3% | -$7.13万 | 减仓 |
| VICR | VICOR CORP COM | $1.53万 | 0.00% | 95 | 47 | 97.9% | $7,567 | 加仓 |
| FLRG | FIDELITY U.S. MULTIFACTOR ETF | $1.53万 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDS INC COM | $1.53万 | 0.00% | 474 | 180 | 61.2% | $5,792 | 加仓 |
| VSAT | VIASAT INC COM | $1.52万 | 0.00% | 331 | 111 | 50.5% | $5,084 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $1.51万 | 0.00% | 148 | -62 | -29.5% | -$6,340 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $1.51万 | 0.00% | 47 | 9 | 23.7% | $2,893 | 加仓 |
| HOG | HARLEY DAVIDSON INC COM | $1.51万 | 0.00% | 745 | 265 | 55.2% | $5,358 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $1.50万 | 0.00% | 386 | 241 | 166.2% | $9,392 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC COM | $1.50万 | 0.00% | 710 | 149 | 26.6% | $3,156 | 加仓 |
| CVCO | CAVCO INDS INC DEL COM | $1.50万 | 0.00% | 31 | -5 | -13.9% | -$2,421 | 减仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $1.50万 | 0.00% | 572 | 572 | — | $1.50万 | 新建仓 |
| — | SEALED AIR CORP NEW COM | $1.50万 | 0.00% | 356 | 20 | 6.0% | $841 | 加仓 |
| TIPX | STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF | $1.50万 | 0.00% | 780 | 780 | — | $1.50万 | 新建仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW COM | $1.49万 | 0.00% | 171 | -58 | -25.3% | -$5,069 | 减仓 |
| BOOT | BOOT BARN HLDGS INC COM | $1.49万 | 0.00% | 102 | 6 | 6.2% | $878 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $1.49万 | 0.00% | 110 | 43 | 64.2% | $5,826 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $1.49万 | 0.00% | 565 | 302 | 114.8% | $7,961 | 加仓 |
| TAGG | T. ROWE PRICE QM U.S. BOND ETF | $1.49万 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| NBR | NABORS INDUSTRIES LTD SHS | $1.48万 | 0.00% | 172 | 172 | — | $1.48万 | 新建仓 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $1.48万 | 0.00% | 601 | 601 | — | $1.48万 | 新建仓 |
| — | ASTORIA REAL ASSETS ETF | $1.47万 | 0.00% | 709 | 709 | — | $1.47万 | 新建仓 |
| FXN | FIRST TRUST ENERGY ALPHADEX FUND | $1.47万 | 0.00% | 655 | 0 | 0.0% | — | 不变 |
| TRIN | TRINITY CAP INC COM | $1.47万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| EAT | BRINKER INTL INC COM | $1.47万 | 0.00% | 103 | 18 | 21.2% | $2,570 | 加仓 |
| SMLV | STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF | $1.47万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| E | ENI SPA SPONSORED ADR | $1.47万 | 0.00% | 259 | 139 | 115.8% | $7,869 | 加仓 |
| STRA | STRATEGIC ED INC COM | $1.46万 | 0.00% | 176 | 88 | 100.0% | $7,300 | 加仓 |
| ASAN | ASANA INC CL A | $1.46万 | 0.00% | 2,281 | 2,281 | — | $1.46万 | 新建仓 |
| FFIN | FIRST FINL BANKSHARES INC COM | $1.45万 | 0.00% | 493 | 216 | 78.0% | $6,361 | 加仓 |