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 |
|---|---|---|---|---|---|---|---|---|
| OLED | UNIVERSAL DISPLAY CORP COM | $9,678 | 0.00% | 106 | 1 | 1.0% | $91 | 加仓 |
| XPEV | XPENG INC ADS | $9,667 | 0.00% | 565 | 10 | 1.8% | $171 | 加仓 |
| RELY | REMITLY GLOBAL INC COM | $9,653 | 0.00% | 616 | 616 | — | $9,653 | 新建仓 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $9,647 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| NWBI | NORTHWEST BANCSHARES INC COM | $9,619 | 0.00% | 758 | 346 | 84.0% | $4,391 | 加仓 |
| FRME | FIRST MERCHANTS CORP COM | $9,605 | 0.00% | 248 | 55 | 28.5% | $2,130 | 加仓 |
| PII | POLARIS INC COM | $9,592 | 0.00% | 176 | 16 | 10.0% | $872 | 加仓 |
| EPAM | EPAM SYS INC COM | $9,478 | 0.00% | 70 | -23 | -24.7% | -$3,114 | 减仓 |
| DBX | DROPBOX INC CL A | $9,474 | 0.00% | 417 | -15 | -3.5% | -$341 | 减仓 |
| MZTI | MARZETTI COMPANY COM | $9,406 | 0.00% | 68 | -4 | -5.6% | -$553 | 减仓 |
| — | BLOCK INC 0.25 11/01/2027 | $9,399 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| MGRC | MCGRATH RENTCORP COM | $9,374 | 0.00% | 85 | 13 | 18.1% | $1,434 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO COMMON STOCK | $9,365 | 0.00% | 202 | 88 | 77.2% | $4,080 | 加仓 |
| GME | GAMESTOP CORP CL A | $9,331 | 0.00% | 405 | 363 | 864.3% | $8,363 | 加仓 |
| ALRM | ALARM COM HLDGS INC COM | $9,329 | 0.00% | 216 | 122 | 129.8% | $5,269 | 加仓 |
| CSGP | COSTAR GROUP INC COM | $9,319 | 0.00% | 231 | -41 | -15.1% | -$1,654 | 减仓 |
| HTZ | HERTZ GLOBAL HLDGS INC COM NEW | $9,294 | 0.00% | 2,016 | 207 | 11.4% | $954 | 加仓 |
| NXH | BED BATH & BEYOND INC COM | $9,285 | 0.00% | 2,001 | 126 | 6.7% | $585 | 加仓 |
| AGNC | AGNC INVT CORP COM | $9,258 | 0.00% | 923 | 856 | 1,277.6% | $8,586 | 加仓 |
| — | ATKORE INC COM | $9,131 | 0.00% | 155 | 57 | 58.2% | $3,358 | 加仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $9,097 | 0.00% | 154 | 24 | 18.5% | $1,418 | 加仓 |
| BRO | BROWN & BROWN INC COM | $9,064 | 0.00% | 139 | -99 | -41.6% | -$6,456 | 减仓 |
| OGS | ONE GAS INC COM | $9,044 | 0.00% | 105 | 18 | 20.7% | $1,550 | 加仓 |
| IX | ORIX CORP SPONSORED ADR | $8,997 | 0.00% | 300 | -42 | -12.3% | -$1,260 | 减仓 |
| — | PROSHARES ULTRA RUSSELL2000 | $8,961 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| KWR | QUAKER HOUGHTON COM | $8,945 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| SXI | STANDEX INTL CORP COM | $8,920 | 0.00% | 35 | 5 | 16.7% | $1,274 | 加仓 |
| HUBG | HUB GROUP INC CL A | $8,902 | 0.00% | 247 | 28 | 12.8% | $1,009 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC COM CL A | $8,890 | 0.00% | 80 | 22 | 37.9% | $2,445 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $8,878 | 0.00% | 146 | 77 | 111.6% | $4,682 | 加仓 |
| VOTE | TCW TRANSFORM 500 ETF | $8,870 | 0.00% | 116 | 39 | 50.6% | $2,982 | 加仓 |
| — | SPROTT NICKEL MINERS ETF | $8,870 | 0.00% | 554 | 554 | — | $8,870 | 新建仓 |
| LBTYA | LIBERTY GLOBAL LTD COM CL A | $8,838 | 0.00% | 731 | 272 | 59.3% | $3,289 | 加仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $8,815 | 0.00% | 185 | -2,721 | -93.6% | -$12.97万 | 减仓 |
| SEZL | SEZZLE INC COM | $8,797 | 0.00% | 139 | 16 | 13.0% | $1,013 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD COM | $8,788 | 0.00% | 4 | -4 | -50.0% | -$8,788 | 减仓 |
| ZG | ZILLOW GROUP INC CL A | $8,733 | 0.00% | 211 | 81 | 62.3% | $3,352 | 加仓 |
| BAR | GRANITESHARES GOLD SHARES | $8,719 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $8,719 | 0.00% | 233 | 233 | — | $8,719 | 新建仓 |
| BHE | BENCHMARK ELECTRS INC COM | $8,689 | 0.00% | 155 | 33 | 27.0% | $1,850 | 加仓 |
| CHE | CHEMED CORP NEW COM | $8,688 | 0.00% | 23 | -22 | -48.9% | -$8,310 | 减仓 |
| VC | VISTEON CORP COM NEW | $8,655 | 0.00% | 95 | 18 | 23.4% | $1,640 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC COM | $8,588 | 0.00% | 904 | 892 | 7,433.3% | $8,474 | 加仓 |
| ENVA | ENOVA INTL INC COM | $8,557 | 0.00% | 63 | 13 | 26.0% | $1,766 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC COM | $8,546 | 0.00% | 162 | 41 | 33.9% | $2,163 | 加仓 |
| INSM | INSMED INC COM PAR $.01 | $8,503 | 0.00% | 52 | 3 | 6.1% | $491 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $8,472 | 0.00% | 56 | -1,000 | -94.7% | -$15.13万 | 减仓 |
| GEF | GREIF INC CL A | $8,451 | 0.00% | 126 | 66 | 110.0% | $4,427 | 加仓 |
| UPST | UPSTART HLDGS INC COM | $8,439 | 0.00% | 329 | 132 | 67.0% | $3,386 | 加仓 |
| PD | PAGERDUTY INC COM | $8,439 | 0.00% | 1,359 | 1,359 | — | $8,439 | 新建仓 |
| NHI | NATIONAL HEALTH INVS INC COM | $8,409 | 0.00% | 104 | 104 | — | $8,409 | 新建仓 |
| ICUI | ICU MED INC COM | $8,395 | 0.00% | 65 | -3 | -4.4% | -$387 | 减仓 |
| — | LXP INDUSTRIAL TRUST COM | $8,373 | 0.00% | 181 | 181 | — | $8,373 | 新建仓 |
| PLMR | PALOMAR HLDGS INC COM | $8,365 | 0.00% | 70 | 7 | 11.1% | $836 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC COM | $8,226 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $8,193 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC COM | $8,189 | 0.00% | 258 | -79 | -23.4% | -$2,507 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $8,186 | 0.00% | 118 | -120 | -50.4% | -$8,325 | 减仓 |
| SPB | SPECTRUM BRANDS HLDGS INC NEW COM | $8,181 | 0.00% | 111 | 15 | 15.6% | $1,106 | 加仓 |
| — | FIDELITY STOCKS FOR INFLATION ETF | $8,111 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $8,107 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC COM | $8,102 | 0.00% | 760 | 414 | 119.7% | $4,413 | 加仓 |
| — | ONESTREAM INC CL A | $8,088 | 0.00% | 337 | 337 | — | $8,088 | 新建仓 |
| — | GABELLI UTIL TR COM | $8,057 | 0.00% | 1,332 | 0 | 0.0% | — | 不变 |
| PLUS | EPLUS INC COM | $8,052 | 0.00% | 107 | -2 | -1.8% | -$151 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN DEL COM | $8,049 | 0.00% | 98 | 12 | 14.0% | $986 | 加仓 |
| ACHR | ARCHER AVIATION INC COM CL A | $7,941 | 0.00% | 1,536 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC COM | $7,922 | 0.00% | 52 | -12 | -18.8% | -$1,828 | 减仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $7,912 | 0.00% | 318 | 205 | 181.4% | $5,101 | 加仓 |
| KBH | KB HOME COM | $7,866 | 0.00% | 152 | 5 | 3.4% | $259 | 加仓 |
| DORM | DORMAN PRODS INC COM | $7,827 | 0.00% | 75 | -39 | -34.2% | -$4,070 | 减仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $7,813 | 0.00% | 80 | 69 | 627.3% | $6,739 | 加仓 |
| HUM | HUMANA INC COM | $7,803 | 0.00% | 45 | -47 | -51.1% | -$8,150 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $7,803 | 0.00% | 1,530 | 1,530 | — | $7,803 | 新建仓 |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $7,771 | 0.00% | 104 | -235 | -69.3% | -$1.76万 | 减仓 |
| CNA | CNA FINL CORP COM | $7,760 | 0.00% | 169 | 152 | 894.1% | $6,979 | 加仓 |
| IBN | ICICI BANK LIMITED ADR | $7,744 | 0.00% | 299 | 207 | 225.0% | $5,361 | 加仓 |
| WWW | WOLVERINE WORLD WIDE INC COM | $7,736 | 0.00% | 474 | 474 | — | $7,736 | 新建仓 |
| SHOO | MADDEN STEVEN LTD COM | $7,734 | 0.00% | 228 | 14 | 6.5% | $475 | 加仓 |
| HCSG | HEALTHCARE SVCS GROUP INC COM | $7,717 | 0.00% | 416 | 416 | — | $7,717 | 新建仓 |
| TPYP | TORTOISE NORTH AMERICAN PIPELINE ETF | $7,710 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP COM | $7,700 | 0.00% | 123 | -56 | -31.3% | -$3,506 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP COM | $7,691 | 0.00% | 1,740 | 985 | 130.5% | $4,354 | 加仓 |
| PGY | PAGAYA TECHNOLOGIES LTD CL A NEW | $7,654 | 0.00% | 657 | -657 | -50.0% | -$7,654 | 减仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS DE COM | $7,650 | 0.00% | 779 | 779 | — | $7,650 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC COM | $7,629 | 0.00% | 261 | 65 | 33.2% | $1,900 | 加仓 |
| FBP | FIRST BANCORP CORPORATION COM NEW | $7,626 | 0.00% | 357 | 357 | — | $7,626 | 新建仓 |
| RHI | ROBERT HALF INC. COM | $7,620 | 0.00% | 300 | 185 | 160.9% | $4,699 | 加仓 |
| CXM | SPRINKLR INC CL A | $7,590 | 0.00% | 1,265 | 1,227 | 3,228.9% | $7,362 | 加仓 |
| TDC | TERADATA CORP DEL COM | $7,586 | 0.00% | 296 | 28 | 10.4% | $718 | 加仓 |
| WLY | WILEY JOHN & SONS INC CL A | $7,582 | 0.00% | 199 | 134 | 206.2% | $5,105 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC COM SHS | $7,560 | 0.00% | 211 | 41 | 24.1% | $1,469 | 加仓 |
| LASR | NLIGHT INC COM | $7,527 | 0.00% | 132 | 126 | 2,100.0% | $7,185 | 加仓 |
| SDGR | SCHRODINGER INC COM | $7,498 | 0.00% | 660 | 660 | — | $7,498 | 新建仓 |
| BLBD | BLUE BIRD CORP COM | $7,496 | 0.00% | 132 | 119 | 915.4% | $6,758 | 加仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $7,490 | 0.00% | 167 | -3,218 | -95.1% | -$14.43万 | 减仓 |
| ITRI | ITRON INC COM | $7,439 | 0.00% | 83 | -2 | -2.4% | -$179 | 减仓 |
| ORC | ORCHID IS CAP INC COM NEW | $7,424 | 0.00% | 1,056 | 1,056 | — | $7,424 | 新建仓 |
| AVPT | AVEPOINT INC COM CL A | $7,418 | 0.00% | 780 | 780 | — | $7,418 | 新建仓 |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | $7,382 | 0.00% | 255 | 0 | 0.0% | — | 不变 |