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 |
|---|---|---|---|---|---|---|---|---|
| LCII | LCI INDS COM | $1.45万 | 0.00% | 118 | 13 | 12.4% | $1,599 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC COM | $1.45万 | 0.00% | 167 | 35 | 26.5% | $3,041 | 加仓 |
| TEX | TEREX CORP NEW COM | $1.45万 | 0.00% | 245 | 94 | 62.3% | $5,556 | 加仓 |
| VNT | VONTIER CORPORATION COM | $1.45万 | 0.00% | 408 | 101 | 32.9% | $3,583 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC COM | $1.45万 | 0.00% | 204 | 105 | 106.1% | $7,447 | 加仓 |
| FEZ | STATE STREET SPDR EURO STOXX 50 ETF | $1.45万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC COM | $1.45万 | 0.00% | 250 | 219 | 706.5% | $1.27万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC COM | $1.45万 | 0.00% | 1,002 | 26 | 2.7% | $375 | 加仓 |
| TDW | TIDEWATER INC NEW COM | $1.44万 | 0.00% | 172 | 19 | 12.4% | $1,587 | 加仓 |
| GCC | WISDOMTREE ENHANCED COMMODITY STRATEGY FUND | $1.44万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| SKY | CHAMPION HOMES INC COM | $1.44万 | 0.00% | 193 | 29 | 17.7% | $2,157 | 加仓 |
| DIOD | DIODES INC COM | $1.43万 | 0.00% | 210 | 106 | 101.9% | $7,236 | 加仓 |
| EFOR | ASGN INC COM | $1.43万 | 0.00% | 369 | 340 | 1,172.4% | $1.32万 | 加仓 |
| GSAT | GLOBALSTAR INC COM NEW | $1.43万 | 0.00% | 215 | 73 | 51.4% | $4,849 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $1.43万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| FIVN | FIVE9 INC COM | $1.42万 | 0.00% | 939 | 939 | — | $1.42万 | 新建仓 |
| — | FRANKLIN UNVL TR SH BEN INT | $1.42万 | 0.00% | 1,776 | 0 | 0.0% | — | 不变 |
| SKYW | SKYWEST INC COM | $1.41万 | 0.00% | 154 | 31 | 25.2% | $2,847 | 加仓 |
| AIA | ISHARES ASIA 50 ETF | $1.41万 | 0.00% | 133 | 133 | — | $1.41万 | 新建仓 |
| BANF | BANCFIRST CORP COM | $1.41万 | 0.00% | 130 | 30 | 30.0% | $3,255 | 加仓 |
| RY | ROYAL BK CDA COM | $1.41万 | 0.00% | 87 | -29 | -25.0% | -$4,692 | 减仓 |
| SHAK | SHAKE SHACK INC CL A | $1.41万 | 0.00% | 159 | 31 | 24.2% | $2,743 | 加仓 |
| OPCH | OPTION CARE HEALTH INC COM NEW | $1.41万 | 0.00% | 522 | 114 | 27.9% | $3,069 | 加仓 |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | $1.40万 | 0.00% | 344 | 344 | — | $1.40万 | 新建仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $1.40万 | 0.00% | 395 | -169 | -30.0% | -$5,996 | 减仓 |
| MRCY | MERCURY SYS INC COM | $1.40万 | 0.00% | 192 | 15 | 8.5% | $1,094 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $1.40万 | 0.00% | 287 | -450 | -61.1% | -$2.19万 | 减仓 |
| SDRL | SEADRILL LTD COM | $1.40万 | 0.00% | 307 | 98 | 46.9% | $4,459 | 加仓 |
| ALK | ALASKA AIR GROUP INC COM | $1.39万 | 0.00% | 379 | 172 | 83.1% | $6,326 | 加仓 |
| HDEF | XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF | $1.39万 | 0.00% | 428 | -7 | -1.6% | -$227 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC COM | $1.39万 | 0.00% | 211 | 79 | 59.8% | $5,192 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES COM | $1.38万 | 0.00% | 243 | 34 | 16.3% | $1,930 | 加仓 |
| GNTX | GENTEX CORP COM | $1.38万 | 0.00% | 631 | 230 | 57.4% | $5,025 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $1.38万 | 0.00% | 334 | -106 | -24.1% | -$4,375 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $1.37万 | 0.00% | 1,975 | 118 | 6.4% | $820 | 加仓 |
| WAFD | WAFD INC COM | $1.37万 | 0.00% | 437 | 215 | 96.8% | $6,751 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $1.37万 | 0.00% | 800 | -310 | -27.9% | -$5,304 | 减仓 |
| HLI | HOULIHAN LOKEY INC CL A | $1.36万 | 0.00% | 95 | -57 | -37.5% | -$8,186 | 减仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & PR COM | $1.36万 | 0.00% | 1,082 | 1,082 | — | $1.36万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $1.36万 | 0.00% | 184 | -28 | -13.2% | -$2,070 | 减仓 |
| SNAP | SNAP INC CL A | $1.35万 | 0.00% | 2,932 | 2,382 | 433.1% | $1.10万 | 加仓 |
| EBC | EASTERN BANKSHARES INC COM | $1.35万 | 0.00% | 688 | 158 | 29.8% | $3,090 | 加仓 |
| BCC | BOISE CASCADE CO DEL COM | $1.34万 | 0.00% | 177 | 143 | 420.6% | $1.08万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $1.34万 | 0.00% | 306 | 144 | 88.9% | $6,311 | 加仓 |
| PRK | PARK NATL CORP COM | $1.34万 | 0.00% | 82 | 31 | 60.8% | $5,067 | 加仓 |
| SMBS | SCHWAB MORTGAGE-BACKED SECURITIES ETF | $1.34万 | 0.00% | 524 | -334 | -38.9% | -$8,534 | 减仓 |
| XRAY | DENTSPLY SIRONA INC COM | $1.34万 | 0.00% | 1,153 | 1,073 | 1,341.2% | $1.24万 | 加仓 |
| LMND | LEMONADE INC COM | $1.34万 | 0.00% | 213 | 5 | 2.4% | $313 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $1.33万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $1.33万 | 0.00% | 155 | 12 | 8.4% | $1,029 | 加仓 |
| AVA | AVISTA CORP COM | $1.33万 | 0.00% | 331 | 209 | 171.3% | $8,389 | 加仓 |
| GPIQ | GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF | $1.32万 | 0.00% | 267 | 267 | — | $1.32万 | 新建仓 |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $1.32万 | 0.00% | 264 | 246 | 1,366.7% | $1.23万 | 加仓 |
| NVR | NVR INC COM | $1.32万 | 0.00% | 2 | -2 | -50.0% | -$1.32万 | 减仓 |
| BCO | BRINKS CO COM | $1.32万 | 0.00% | 127 | 1 | 0.8% | $104 | 加仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $1.31万 | 0.00% | 264 | 259 | 5,180.0% | $1.29万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $1.31万 | 0.00% | 258 | 195 | 309.5% | $9,906 | 加仓 |
| VVV | VALVOLINE INC COM | $1.31万 | 0.00% | 389 | 161 | 70.6% | $5,423 | 加仓 |
| CNO | CNO FINL GROUP INC COM | $1.29万 | 0.00% | 315 | 69 | 28.0% | $2,833 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $1.29万 | 0.00% | 196 | 74 | 60.7% | $4,879 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC COM | $1.29万 | 0.00% | 97 | 22 | 29.3% | $2,929 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA COM | $1.29万 | 0.00% | 383 | 128 | 50.2% | $4,310 | 加仓 |
| — | LIBERTY BROADBAND CORP COM SER C | $1.29万 | 0.00% | 256 | 172 | 204.8% | $8,652 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $1.29万 | 0.00% | 86 | -28 | -24.6% | -$4,188 | 减仓 |
| NMRK | NEWMARK GROUP INC CL A | $1.28万 | 0.00% | 854 | 357 | 71.8% | $5,351 | 加仓 |
| IBTJ | ISHARES IBONDS DEC 2029 TERM TREASURY ETF | $1.28万 | 0.00% | 586 | 586 | — | $1.28万 | 新建仓 |
| IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $1.28万 | 0.00% | 573 | 573 | — | $1.28万 | 新建仓 |
| MMS | MAXIMUS INC COM | $1.28万 | 0.00% | 199 | -40 | -16.7% | -$2,564 | 减仓 |
| IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $1.27万 | 0.00% | 568 | 568 | — | $1.27万 | 新建仓 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $1.27万 | 0.00% | 553 | 553 | — | $1.27万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC COM | $1.27万 | 0.00% | 78 | -42 | -35.0% | -$6,822 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $1.26万 | 0.00% | 956 | 279 | 41.2% | $3,675 | 加仓 |
| POET | POET TECHNOLOGIES INC COM NEW | $1.25万 | 0.00% | 2,100 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO COM | $1.24万 | 0.00% | 1,422 | 402 | 39.4% | $3,509 | 加仓 |
| BBRE | JPMORGAN BETABUILDERS MSCI US REIT ETF | $1.24万 | 0.00% | 129 | -59 | -31.4% | -$5,653 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $1.23万 | 0.00% | 61 | -16 | -20.8% | -$3,226 | 减仓 |
| CPB | THE CAMPBELLS COMPANY COM | $1.23万 | 0.00% | 552 | 59 | 12.0% | $1,314 | 加仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $1.23万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC COM | $1.22万 | 0.00% | 670 | 170 | 34.0% | $3,106 | 加仓 |
| KTB | KONTOOR BRANDS INC COM | $1.22万 | 0.00% | 173 | -132 | -43.3% | -$9,278 | 减仓 |
| RKLB | ROCKET LAB CORP COM | $1.21万 | 0.00% | 189 | -16 | -7.8% | -$1,028 | 减仓 |
| CRC | CALIFORNIA RES CORP COM STOCK | $1.21万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| BGC | BGC GROUP INC CL A | $1.21万 | 0.00% | 1,238 | 330 | 36.3% | $3,227 | 加仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $1.20万 | 0.00% | 251 | 151 | 151.0% | $7,243 | 加仓 |
| WRLD | WORLD ACCEP CORPORATION COM | $1.20万 | 0.00% | 89 | 89 | — | $1.20万 | 新建仓 |
| AUPH | AURINIA PHARMACEUTICALS INC COM | $1.20万 | 0.00% | 811 | 811 | — | $1.20万 | 新建仓 |
| IBTK | ISHARES IBONDS DEC 2030 TERM TREASURY ETF | $1.20万 | 0.00% | 609 | 609 | — | $1.20万 | 新建仓 |
| CSW | CSW INDUSTRIALS INC COM | $1.20万 | 0.00% | 46 | 24 | 109.1% | $6,254 | 加仓 |
| CNI | CANADIAN NATL RY CO COM | $1.20万 | 0.00% | 117 | -11 | -8.6% | -$1,127 | 减仓 |
| IOSP | INNOSPEC INC COM | $1.20万 | 0.00% | 164 | 125 | 320.5% | $9,127 | 加仓 |
| KMT | KENNAMETAL INC COM | $1.19万 | 0.00% | 330 | 195 | 144.4% | $7,045 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC COM | $1.19万 | 0.00% | 304 | 25 | 9.0% | $978 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $1.19万 | 0.00% | 182 | 33 | 22.1% | $2,155 | 加仓 |
| BXP | BXP INC COM | $1.19万 | 0.00% | 229 | 187 | 445.2% | $9,705 | 加仓 |
| GFS | GLOBALFOUNDRIES INC ORDINARY SHARES | $1.19万 | 0.00% | 267 | 114 | 74.5% | $5,071 | 加仓 |
| PEGA | PEGASYSTEMS INC COM | $1.19万 | 0.00% | 279 | -116 | -29.4% | -$4,937 | 减仓 |
| SR | SPIRE INC COM | $1.19万 | 0.00% | 131 | 48 | 57.8% | $4,346 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP COM | $1.18万 | 0.00% | 137 | 1 | 0.7% | $86 | 加仓 |
| ABM | ABM INDS INC COM | $1.18万 | 0.00% | 307 | 93 | 43.5% | $3,582 | 加仓 |
| ICF | ISHARES SELECT U.S. REIT ETF | $1.18万 | 0.00% | 191 | 132 | 223.7% | $8,169 | 加仓 |