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 |
|---|---|---|---|---|---|---|---|---|
| USPH | U S PHYSICAL THERAPY COM | $1,649 | 0.00% | 22 | 22 | — | $1,649 | 新建仓 |
| MDLN | MEDLINE INC COM CL A | $1,647 | 0.00% | 37 | 37 | — | $1,647 | 新建仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $1,645 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC COMMON STOCK | $1,643 | 0.00% | 24 | 8 | 50.0% | $548 | 加仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $1,626 | 0.00% | 108 | 30 | 38.5% | $452 | 加仓 |
| VECO | VEECO INSTRS INC DEL COM | $1,625 | 0.00% | 48 | 47 | 4,700.0% | $1,591 | 加仓 |
| SLG | SL GREEN RLTY CORP COM | $1,625 | 0.00% | 44 | 44 | — | $1,625 | 新建仓 |
| BWX | SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF | $1,624 | 0.00% | 74 | 74 | — | $1,624 | 新建仓 |
| VTEX | VTEX SHS CL A | $1,616 | 0.00% | 404 | 404 | — | $1,616 | 新建仓 |
| PK | PARK HOTELS & RESORTS INC COM | $1,601 | 0.00% | 152 | 150 | 7,500.0% | $1,580 | 加仓 |
| PRKS | UNITED PARKS & RESORTS INC COM | $1,600 | 0.00% | 49 | 5 | 11.4% | $163 | 加仓 |
| TILE | INTERFACE INC COM | $1,595 | 0.00% | 64 | 37 | 137.0% | $922 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | $1,594 | 0.00% | 26 | 16 | 160.0% | $981 | 加仓 |
| NRDS | NERDWALLET INC COM CL A | $1,588 | 0.00% | 153 | 153 | — | $1,588 | 新建仓 |
| — | SILA REALTY TRUST INC COMMON STOCK | $1,587 | 0.00% | 67 | 67 | — | $1,587 | 新建仓 |
| UI | UBIQUITI INC COM | $1,581 | 0.00% | 2 | 2 | — | $1,581 | 新建仓 |
| TMP | TOMPKINS FINL CORP COM | $1,577 | 0.00% | 20 | 20 | — | $1,577 | 新建仓 |
| HBCP | HOMEBANCORP INC COM | $1,575 | 0.00% | 26 | 26 | — | $1,575 | 新建仓 |
| CLSK | CLEANSPARK INC COM NEW | $1,574 | 0.00% | 185 | -175 | -48.6% | -$1,489 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC COM | $1,566 | 0.00% | 74 | 74 | — | $1,566 | 新建仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP SHS NEW | $1,557 | 0.00% | 46 | 46 | — | $1,557 | 新建仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $1,555 | 0.00% | 45 | 21 | 87.5% | $726 | 加仓 |
| HOV | HOVNANIAN ENTERPRISES INC CL A NEW | $1,553 | 0.00% | 14 | 10 | 250.0% | $1,109 | 加仓 |
| RRBI | RED RIVER BANCSHARES INC COM | $1,537 | 0.00% | 17 | 17 | — | $1,537 | 新建仓 |
| EWC | ISHARES MSCI CANADA ETF | $1,534 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CPF | CENTRAL PAC FINL CORP COM NEW | $1,534 | 0.00% | 48 | 48 | — | $1,534 | 新建仓 |
| CIB | GRUPO CIBEST SA SPON ADS | $1,529 | 0.00% | 21 | 4 | 23.5% | $291 | 加仓 |
| FDS | FACTSET RESH SYS INC COM | $1,519 | 0.00% | 7 | -10 | -58.8% | -$2,170 | 减仓 |
| PBR/A | PETROLEO BRASILEIRO S A SP ADR NON VTG | $1,519 | 0.00% | 81 | 81 | — | $1,519 | 新建仓 |
| RBB | RBB BANCORP COM | $1,517 | 0.00% | 71 | 21 | 42.0% | $449 | 加仓 |
| EPC | EDGEWELL PERSONAL CARE CO COM | $1,515 | 0.00% | 71 | 71 | — | $1,515 | 新建仓 |
| GLNG | GOLAR LNG LTD SHS | $1,515 | 0.00% | 28 | 28 | — | $1,515 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. CL A | $1,513 | 0.00% | 82 | 82 | — | $1,513 | 新建仓 |
| OUT | OUTFRONT MEDIA INC COM NEW | $1,511 | 0.00% | 57 | 37 | 185.0% | $981 | 加仓 |
| — | UDEMY INC COM | $1,511 | 0.00% | 327 | 319 | 3,987.5% | $1,474 | 加仓 |
| EGHT | 8X8 INC NEW COM | $1,509 | 0.00% | 909 | 909 | — | $1,509 | 新建仓 |
| NTGR | NETGEAR INC COM | $1,507 | 0.00% | 69 | 69 | — | $1,507 | 新建仓 |
| GKOS | GLAUKOS CORP COM | $1,507 | 0.00% | 14 | 14 | — | $1,507 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $1,491 | 0.00% | 150 | -99 | -39.8% | -$984 | 减仓 |
| ENTA | ENANTA PHARMACEUTICALS INC COM | $1,490 | 0.00% | 118 | 118 | — | $1,490 | 新建仓 |
| AGIO | AGIOS PHARMACEUTICALS INC COM | $1,489 | 0.00% | 44 | -22 | -33.3% | -$744 | 减仓 |
| TPB | TURNING PT BRANDS INC COM | $1,475 | 0.00% | 17 | 8 | 88.9% | $694 | 加仓 |
| OPRT | OPORTUN FINL CORP COM | $1,475 | 0.00% | 320 | 320 | — | $1,475 | 新建仓 |
| — | AMERICAN WOODMARK CORP COM | $1,474 | 0.00% | 37 | 37 | — | $1,474 | 新建仓 |
| PEO | ADAM NAT RES FD INC COM | $1,473 | 0.00% | 53 | 53 | — | $1,473 | 新建仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC COM CL A | $1,473 | 0.00% | 263 | 263 | — | $1,473 | 新建仓 |
| RITM | RITHM CAPITAL CORP COM NEW | $1,469 | 0.00% | 155 | 148 | 2,114.3% | $1,403 | 加仓 |
| GABC | GERMAN AMERN BANCORP INC COM | $1,463 | 0.00% | 35 | 35 | — | $1,463 | 新建仓 |
| VRRM | VERRA MOBILITY CORP CL A COM STK | $1,458 | 0.00% | 102 | -241 | -70.3% | -$3,445 | 减仓 |
| ETD | ETHAN ALLEN INTERIORS INC COM | $1,447 | 0.00% | 65 | 65 | — | $1,447 | 新建仓 |
| IRMD | IRADIMED CORP COM | $1,444 | 0.00% | 15 | 12 | 400.0% | $1,155 | 加仓 |
| UNFI | UNITED NAT FOODS INC COM | $1,442 | 0.00% | 32 | 32 | — | $1,442 | 新建仓 |
| PDFS | PDF SOLUTIONS INC COM | $1,439 | 0.00% | 44 | 42 | 2,100.0% | $1,374 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | $1,438 | 0.00% | 94 | 94 | — | $1,438 | 新建仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC COM | $1,437 | 0.00% | 61 | 60 | 6,000.0% | $1,413 | 加仓 |
| HIFS | HINGHAM INSTN SVGS MASS COM | $1,429 | 0.00% | 5 | 5 | — | $1,429 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG S A SPON ADR REP PFD | $1,416 | 0.00% | 169 | 56 | 49.6% | $469 | 加仓 |
| BV | BRIGHTVIEW HLDGS INC COM | $1,415 | 0.00% | 120 | 120 | — | $1,415 | 新建仓 |
| MAN | MANPOWERGROUP INC WIS COM | $1,414 | 0.00% | 48 | 31 | 182.4% | $913 | 加仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC COM CL A | $1,406 | 0.00% | 214 | 214 | — | $1,406 | 新建仓 |
| — | YIELDMAX MSTR OPTION INCOME STRATEGY ETF | $1,405 | 0.00% | 66 | -315 | -82.7% | -$6,706 | 减仓 |
| ECHO | ECHOSTAR CORP CL A | $1,405 | 0.00% | 12 | 12 | — | $1,405 | 新建仓 |
| KNTK | KINETIK HOLDINGS INC COM NEW CL A | $1,404 | 0.00% | 29 | 18 | 163.6% | $871 | 加仓 |
| EMA | EMERA INC COM | $1,400 | 0.00% | 27 | 16 | 145.5% | $830 | 加仓 |
| CRI | CARTERS INC COM | $1,395 | 0.00% | 39 | 29 | 290.0% | $1,037 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC COM | $1,390 | 0.00% | 65 | 65 | — | $1,390 | 新建仓 |
| BELFB | BEL FUSE INC CL B | $1,386 | 0.00% | 7 | 7 | — | $1,386 | 新建仓 |
| ADAM | ADAMAS TRUST INC. COM | $1,384 | 0.00% | 188 | 188 | — | $1,384 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $1,383 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | DIAMOND HILL INVT GROUP INC COM NEW | $1,377 | 0.00% | 8 | 8 | — | $1,377 | 新建仓 |
| IDT | IDT CORP CL B NEW | $1,375 | 0.00% | 28 | 28 | — | $1,375 | 新建仓 |
| ICFI | ICF INTL INC COM | $1,371 | 0.00% | 21 | 11 | 110.0% | $718 | 加仓 |
| LION | LIONSGATE STUDIOS CORP COM | $1,371 | 0.00% | 143 | 103 | 257.5% | $988 | 加仓 |
| EZPW | EZCORP INC CL A NON VTG | $1,371 | 0.00% | 54 | 54 | — | $1,371 | 新建仓 |
| FISI | FINANCIAL INSTITUTIONS INC COM | $1,364 | 0.00% | 43 | 16 | 59.3% | $508 | 加仓 |
| RGR | STURM RUGER & CO INC COM | $1,363 | 0.00% | 34 | 34 | — | $1,363 | 新建仓 |
| RDY | DR REDDYS LABS LTD ADR | $1,343 | 0.00% | 97 | 52 | 115.6% | $720 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC COM | $1,340 | 0.00% | 20 | 10 | 100.0% | $670 | 加仓 |
| FTS | FORTIS INC COM | $1,339 | 0.00% | 24 | 8 | 50.0% | $446 | 加仓 |
| XP | XP INC CL A | $1,333 | 0.00% | 70 | 53 | 311.8% | $1,009 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $1,330 | 0.00% | 118 | 37 | 45.7% | $417 | 加仓 |
| THFF | FIRST FINANCIAL CORPORATION COM | $1,327 | 0.00% | 21 | 21 | — | $1,327 | 新建仓 |
| APPS | DIGITAL TURBINE INC COM NEW | $1,325 | 0.00% | 460 | 460 | — | $1,325 | 新建仓 |
| BFST | BUSINESS FIRST BANCSHARES INC COM | $1,325 | 0.00% | 49 | 49 | — | $1,325 | 新建仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $1,317 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MATW | MATTHEWS INTL CORP CL A | $1,317 | 0.00% | 51 | 51 | — | $1,317 | 新建仓 |
| TFIN | TRIUMPH FINANCIAL INC COM | $1,313 | 0.00% | 22 | 18 | 450.0% | $1,074 | 加仓 |
| MBWM | MERCANTILE BK CORP COM | $1,313 | 0.00% | 26 | 26 | — | $1,313 | 新建仓 |
| FSUN | FIRSTSUN CAP BANCORP COM | $1,313 | 0.00% | 36 | 36 | — | $1,313 | 新建仓 |
| HLIT | HARMONIC INC COM | $1,311 | 0.00% | 146 | 146 | — | $1,311 | 新建仓 |
| — | TEMPLETON EMERGING MKTS INCOME COM | $1,310 | 0.00% | 218 | 218 | — | $1,310 | 新建仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $1,306 | 0.00% | 56 | -60 | -51.7% | -$1,399 | 重新持有 |
| HLMN | HILLMAN SOLUTIONS CORP COM | $1,298 | 0.00% | 156 | 156 | — | $1,298 | 新建仓 |
| PUMP | PROPETRO HLDG CORP COM | $1,297 | 0.00% | 90 | 90 | — | $1,297 | 新建仓 |
| MAX | MEDIAALPHA INC CL A | $1,293 | 0.00% | 139 | 139 | — | $1,293 | 新建仓 |
| AS | AMER SPORTS INC COM SHS | $1,284 | 0.00% | 39 | -42 | -51.9% | -$1,383 | 减仓 |
| STEW | SRH TOTAL RETURN FUND INC COM | $1,283 | 0.00% | 75 | 75 | — | $1,283 | 新建仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | $1,280 | 0.00% | 48 | 48 | — | $1,280 | 新建仓 |
| FMBH | FIRST MID BANCSHARES INC COM | $1,277 | 0.00% | 31 | 31 | — | $1,277 | 新建仓 |
| EPAC | ENERPAC TOOL GROUP CORP CL A COM | $1,276 | 0.00% | 35 | 35 | — | $1,276 | 新建仓 |