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 |
|---|---|---|---|---|---|---|---|---|
| PSN | PARSONS CORP DEL COM | $1.18万 | 0.00% | 218 | -17 | -7.2% | -$921 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $1.18万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC SPONS ADR | $1.18万 | 0.00% | 791 | -765 | -49.2% | -$1.14万 | 减仓 |
| FBK | FB FINL CORP COM | $1.17万 | 0.00% | 226 | 109 | 93.2% | $5,661 | 加仓 |
| AMBA | AMBARELLA INC SHS | $1.17万 | 0.00% | 228 | 228 | — | $1.17万 | 新建仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI COM | $1.17万 | 0.00% | 1,127 | 1,127 | — | $1.17万 | 新建仓 |
| YETI | YETI HLDGS INC COM | $1.16万 | 0.00% | 318 | 4 | 1.3% | $146 | 加仓 |
| RNST | RENASANT CORP COM | $1.16万 | 0.00% | 321 | 117 | 57.4% | $4,227 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $1.15万 | 0.00% | 177 | 124 | 234.0% | $8,075 | 加仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $1.15万 | 0.00% | 175 | -5 | -2.8% | -$329 | 减仓 |
| OLP | ONE LIBERTY PPTYS INC COM | $1.15万 | 0.00% | 536 | 22 | 4.3% | $472 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $1.15万 | 0.00% | 150 | 109 | 265.9% | $8,349 | 加仓 |
| RELX | RELX PLC SPONSORED ADR | $1.15万 | 0.00% | 346 | -2 | -0.6% | -$66 | 减仓 |
| B | BARRICK MNG CORP COM SHS | $1.15万 | 0.00% | 281 | -141 | -33.4% | -$5,751 | 减仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $1.14万 | 0.00% | 138 | 34 | 32.7% | $2,818 | 加仓 |
| AVNT | AVIENT CORPORATION COM | $1.14万 | 0.00% | 315 | 184 | 140.5% | $6,679 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC COM CL A | $1.14万 | 0.00% | 615 | -150 | -19.6% | -$2,789 | 减仓 |
| WDFC | WD 40 CO COM | $1.14万 | 0.00% | 56 | 12 | 27.3% | $2,447 | 加仓 |
| ADC | AGREE RLTY CORP COM | $1.14万 | 0.00% | 151 | 150 | 15,000.0% | $1.13万 | 加仓 |
| BIDU | BAIDU INC SPON ADR REP A | $1.14万 | 0.00% | 102 | -1,015 | -90.9% | -$11.31万 | 减仓 |
| NEO | NEOGENOMICS INC COM NEW | $1.13万 | 0.00% | 1,529 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC COM NEW | $1.13万 | 0.00% | 143 | 46 | 47.4% | $3,641 | 加仓 |
| SEB | SEABOARD CORP DEL COM | $1.13万 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE CO COM | $1.13万 | 0.00% | 180 | 51 | 39.5% | $3,203 | 加仓 |
| DLB | DOLBY LABORATORIES INC COM CL A | $1.13万 | 0.00% | 188 | 52 | 38.2% | $3,123 | 加仓 |
| MAT | MATTEL INC COM | $1.13万 | 0.00% | 775 | -223 | -22.3% | -$3,240 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC COM | $1.12万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| VSH | VISHAY INTERTECHNOLOGY INC COM | $1.12万 | 0.00% | 623 | 170 | 37.5% | $3,060 | 加仓 |
| HUT | HUT 8 CORP COM | $1.12万 | 0.00% | 239 | 160 | 202.5% | $7,505 | 加仓 |
| IXJ | ISHARES GLOBAL HEALTHCARE ETF | $1.12万 | 0.00% | 120 | -106 | -46.9% | -$9,902 | 减仓 |
| SON | SONOCO PRODS CO COM | $1.12万 | 0.00% | 207 | 54 | 35.3% | $2,921 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC COM CL A | $1.12万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $1.11万 | 0.00% | 136 | -44 | -24.4% | -$3,607 | 减仓 |
| U | UNITY SOFTWARE INC COM | $1.11万 | 0.00% | 507 | -243 | -32.4% | -$5,332 | 减仓 |
| FLDR | FIDELITY LOW DURATION BOND FACTOR ETF | $1.11万 | 0.00% | 222 | -200 | -47.4% | -$1.00万 | 减仓 |
| BRKR | BRUKER CORP COM | $1.11万 | 0.00% | 307 | 63 | 25.8% | $2,276 | 加仓 |
| FLYW | FLYWIRE CORPORATION COM VTG | $1.11万 | 0.00% | 951 | 566 | 147.0% | $6,588 | 加仓 |
| ALG | ALAMO GROUP INC COM | $1.11万 | 0.00% | 67 | 32 | 91.4% | $5,279 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT | $1.11万 | 0.00% | 1,200 | 1,200 | — | $1.11万 | 新建仓 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $1.10万 | 0.00% | 573 | 573 | — | $1.10万 | 新建仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $1.10万 | 0.00% | 369 | -323 | -46.7% | -$9,619 | 减仓 |
| TPC | TUTOR PERINI CORP COM | $1.10万 | 0.00% | 142 | 87 | 158.2% | $6,716 | 加仓 |
| BSY | BENTLEY SYS INC COM CL B | $1.10万 | 0.00% | 312 | 101 | 47.9% | $3,547 | 加仓 |
| BRBR | BELLRING BRANDS INC COMMON STOCK | $1.10万 | 0.00% | 681 | 659 | 2,995.5% | $1.06万 | 加仓 |
| CWST | CASELLA WASTE SYS INC CL A | $1.09万 | 0.00% | 138 | 28 | 25.5% | $2,222 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS INC COM | $1.09万 | 0.00% | 655 | 9 | 1.4% | $150 | 加仓 |
| W | WAYFAIR INC CL A | $1.09万 | 0.00% | 145 | -15 | -9.4% | -$1,128 | 减仓 |
| FAS | DIREXION DAILY FINANCIAL BULL 3X ETF | $1.09万 | 0.00% | 92 | 1 | 1.1% | $118 | 加仓 |
| BCAT | BLACKROCK CAP ALLOCATION TERM COM | $1.09万 | 0.00% | 771 | 771 | — | $1.09万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP COM NEW | $1.09万 | 0.00% | 458 | -1,776 | -79.5% | -$4.22万 | 减仓 |
| CNK | CINEMARK HLDGS INC COM | $1.09万 | 0.00% | 381 | 166 | 77.2% | $4,734 | 加仓 |
| PPLI | IAC INC COM NEW | $1.08万 | 0.00% | 271 | 116 | 74.8% | $4,643 | 加仓 |
| IAI | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | $1.08万 | 0.00% | 66 | -15 | -18.5% | -$2,463 | 减仓 |
| HR | HEALTHCARE RLTY TR CL A COM | $1.08万 | 0.00% | 637 | 637 | — | $1.08万 | 新建仓 |
| WSBC | WESBANCO INC COM | $1.08万 | 0.00% | 313 | 107 | 51.9% | $3,690 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC COM | $1.08万 | 0.00% | 146 | 146 | — | $1.08万 | 新建仓 |
| IT | GARTNER INC COM | $1.08万 | 0.00% | 68 | 32 | 88.9% | $5,067 | 加仓 |
| EQNR | EQUINOR ASA SPONSORED ADR | $1.08万 | 0.00% | 255 | 13 | 5.4% | $549 | 加仓 |
| AZZ | AZZ INC COM | $1.08万 | 0.00% | 86 | 48 | 126.3% | $6,006 | 加仓 |
| PTCT | PTC THERAPEUTICS INC COM | $1.07万 | 0.00% | 157 | 23 | 17.2% | $1,567 | 加仓 |
| LIVN | LIVANOVA PLC SHS | $1.06万 | 0.00% | 167 | 31 | 22.8% | $1,970 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | $1.06万 | 0.00% | 114 | 27 | 31.0% | $2,513 | 加仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $1.06万 | 0.00% | 262 | 14 | 5.6% | $567 | 加仓 |
| PUK | PRUDENTIAL PLC ADR | $1.06万 | 0.00% | 372 | 1 | 0.3% | $28 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC COM | $1.06万 | 0.00% | 54 | -15 | -21.7% | -$2,931 | 减仓 |
| GFF | GRIFFON CORP COM | $1.05万 | 0.00% | 145 | 33 | 29.5% | $2,399 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES SHS BEN INT | $1.05万 | 0.00% | 343 | 334 | 3,711.1% | $1.02万 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE INC COM | $1.05万 | 0.00% | 177 | 85 | 92.4% | $5,038 | 加仓 |
| TFSL | TFS FINL CORP COM | $1.04万 | 0.00% | 743 | 287 | 62.9% | $4,032 | 加仓 |
| CSTM | CONSTELLIUM SE CL A SHS | $1.04万 | 0.00% | 422 | 422 | — | $1.04万 | 新建仓 |
| NWL | NEWELL BRANDS INC COM | $1.03万 | 0.00% | 3,014 | 2,892 | 2,370.5% | $9,920 | 加仓 |
| KBR | KBR INC COM | $1.03万 | 0.00% | 280 | 157 | 127.6% | $5,787 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $1.03万 | 0.00% | 338 | -263 | -43.8% | -$8,008 | 减仓 |
| MP | MP MATERIALS CORP COM CL A | $1.03万 | 0.00% | 213 | 2 | 0.9% | $97 | 加仓 |
| OPLN | OPENLANE INC COM | $1.03万 | 0.00% | 352 | 121 | 52.4% | $3,527 | 加仓 |
| LAZ | LAZARD INC COM | $1.02万 | 0.00% | 241 | 11 | 4.8% | $467 | 加仓 |
| CWEN | CLEARWAY ENERGY INC CL C | $1.02万 | 0.00% | 260 | 131 | 101.6% | $5,147 | 加仓 |
| RYN | RAYONIER INC COM | $1.02万 | 0.00% | 495 | 0 | 0.0% | — | 不变 |
| HAYW | HAYWARD HLDGS INC COM | $1.02万 | 0.00% | 762 | 108 | 16.5% | $1,445 | 加仓 |
| SPSC | SPS COMM INC COM | $1.02万 | 0.00% | 183 | 182 | 18,200.0% | $1.01万 | 重新持有 |
| SOXQ | INVESCO PHLX SEMICONDUCTOR ETF | $1.01万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| CCS | CENTURY COMMUNITIES INC COM | $1.01万 | 0.00% | 176 | 106 | 151.4% | $6,082 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR INC COM | $1.01万 | 0.00% | 49 | 3 | 6.5% | $616 | 加仓 |
| TXNM | TXNM ENERGY INC COM | $1.01万 | 0.00% | 172 | 76 | 79.2% | $4,443 | 加仓 |
| NGVT | INGEVITY CORP COM | $1.00万 | 0.00% | 141 | 39 | 38.2% | $2,778 | 加仓 |
| WHD | CACTUS INC CL A | $1.00万 | 0.00% | 212 | 128 | 152.4% | $6,063 | 加仓 |
| NOVT | NOVANTA INC COM | $1.00万 | 0.00% | 85 | 16 | 23.2% | $1,890 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP CL A | $9,986 | 0.00% | 255 | 255 | — | $9,986 | 新建仓 |
| FLO | FLOWERS FOODS INC COM | $9,967 | 0.00% | 1,223 | 1,153 | 1,647.1% | $9,397 | 加仓 |
| SAIL | SAILPOINT INC COM | $9,943 | 0.00% | 751 | 751 | — | $9,943 | 新建仓 |
| VNOM | VIPER ENERGY INC CL A | $9,915 | 0.00% | 211 | 39 | 22.7% | $1,833 | 加仓 |
| AIR | AAR CORP COM | $9,851 | 0.00% | 90 | 16 | 21.6% | $1,751 | 加仓 |
| ASH | ASHLAND INC COM | $9,843 | 0.00% | 177 | 127 | 254.0% | $7,062 | 加仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $9,816 | 0.00% | 220 | -1,280 | -85.3% | -$5.71万 | 减仓 |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | $9,811 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| SYNA | SYNAPTICS INC COM | $9,806 | 0.00% | 140 | 40 | 40.0% | $2,802 | 加仓 |
| USLM | UNITED STS LIME & MINERALS INC COM | $9,796 | 0.00% | 75 | 20 | 36.4% | $2,612 | 加仓 |
| ULS | UL SOLUTIONS INC CLASS A COM SHS | $9,771 | 0.00% | 114 | 21 | 22.6% | $1,800 | 加仓 |
| — | COSTAMARE BULKERS HLDGS LTD COM SHS | $9,700 | 0.00% | 627 | 627 | — | $9,700 | 新建仓 |
| RAMP | LIVERAMP HLDGS INC COM | $9,680 | 0.00% | 365 | 173 | 90.1% | $4,588 | 加仓 |