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 |
|---|---|---|---|---|---|---|---|---|
| PLAB | PHOTRONICS INC COM | $1,051 | 0.00% | 26 | 25 | 2,500.0% | $1,011 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC COM | $1,050 | 0.00% | 67 | 67 | — | $1,050 | 新建仓 |
| — | ROUNDHILL INNOVATION-100 0DTE COVERED CALL STRATEGY ETF | $1,042 | 0.00% | 38 | 38 | — | $1,042 | 新建仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC SHS | $1,041 | 0.00% | 16 | 16 | — | $1,041 | 新建仓 |
| CURB | CURBLINE PPTYS CORP COM | $1,032 | 0.00% | 40 | 40 | — | $1,032 | 新建仓 |
| UVSP | UNIVEST FINANCIAL CORPORATION COM | $1,028 | 0.00% | 30 | 30 | — | $1,028 | 新建仓 |
| — | ROUNDHILL S&P 500 0DTE COVERED CALL STRATEGY ETF | $1,028 | 0.00% | 28 | 28 | — | $1,028 | 新建仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT | $1,019 | 0.00% | 183 | 183 | — | $1,019 | 新建仓 |
| MORN | MORNINGSTAR INC COM | $1,014 | 0.00% | 6 | -21 | -77.8% | -$3,549 | 减仓 |
| WNC | WABASH NATL CORP COM | $1,009 | 0.00% | 117 | 117 | — | $1,009 | 新建仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $1,008 | 0.00% | 11 | -811 | -98.7% | -$7.43万 | 减仓 |
| NYAX | NAYAX LTD SHS | $1,008 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| LAW | CS DISCO INC COM | $1,008 | 0.00% | 264 | 264 | — | $1,008 | 新建仓 |
| MYGN | MYRIAD GENETICS INC COM | $1,008 | 0.00% | 224 | 224 | — | $1,008 | 新建仓 |
| — | COHEN & STEERS REAL ESTATE OPP SHS BENFIN INT | $1,003 | 0.00% | 69 | 69 | — | $1,003 | 新建仓 |
| — | EVE HLDG INC COM | $1,002 | 0.00% | 404 | 404 | — | $1,002 | 新建仓 |
| BUR | BURFORD CAP LTD ORD SHS | $999 | 0.00% | 221 | 221 | — | $999 | 新建仓 |
| ZIP | ZIPRECRUITER INC CL A | $997 | 0.00% | 542 | 542 | — | $997 | 新建仓 |
| AMTB | AMERANT BANCORP INC CL A | $992 | 0.00% | 45 | 45 | — | $992 | 新建仓 |
| EVH | EVOLENT HEALTH INC CL A | $990 | 0.00% | 434 | 434 | — | $990 | 新建仓 |
| PKE | PARK AEROSPACE CORP COM | $986 | 0.00% | 36 | 36 | — | $986 | 新建仓 |
| — | CANTALOUPE INC COM | $984 | 0.00% | 91 | 91 | — | $984 | 新建仓 |
| BULL | WEBULL CORP ORD SHS | $984 | 0.00% | 205 | 205 | — | $984 | 新建仓 |
| BBUC | BROOKFIELD BUSINESS CORP CL A SUB VTG SH | $981 | 0.00% | 31 | 31 | — | $981 | 新建仓 |
| JVAL | JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | $977 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ANIK | ANIKA THERAPEUTICS INC COM | $972 | 0.00% | 67 | 67 | — | $972 | 新建仓 |
| CWH | CAMPING WORLD HLDGS INC CL A | $970 | 0.00% | 142 | -8 | -5.3% | -$55 | 减仓 |
| SBH | SALLY BEAUTY HLDGS INC COM | $970 | 0.00% | 70 | 70 | — | $970 | 新建仓 |
| — | BEAZER HOMES USA INC COM NEW | $962 | 0.00% | 50 | 50 | — | $962 | 新建仓 |
| NRIM | NORTHRIM BANCORP INC COM | $961 | 0.00% | 42 | 42 | — | $961 | 新建仓 |
| — | AUDIOCODES LTD ORD | $959 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD SHS | $952 | 0.00% | 17 | 8 | 88.9% | $448 | 加仓 |
| SCL | STEPAN CO COM | $950 | 0.00% | 19 | 19 | — | $950 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $943 | 0.00% | 20 | 20 | — | $943 | 新建仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC CL A | $942 | 0.00% | 25 | 25 | — | $942 | 新建仓 |
| WERN | WERNER ENTERPRISES INC COM | $941 | 0.00% | 32 | 30 | 1,500.0% | $882 | 加仓 |
| PKBK | PARKE BANCORP INC COM | $937 | 0.00% | 33 | 33 | — | $937 | 新建仓 |
| WTI | W & T OFFSHORE INC COM | $928 | 0.00% | 272 | 272 | — | $928 | 新建仓 |
| RLAY | RELAY THERAPEUTICS INC COM | $925 | 0.00% | 93 | 93 | — | $925 | 新建仓 |
| SONO | SONOS INC COM | $925 | 0.00% | 69 | 69 | — | $925 | 新建仓 |
| FSM | FORTUNA MNG CORP COM NEW | $923 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| SFLR | INNOVATOR EQUITY MANAGED FLOOR ETF | $921 | 0.00% | 26 | 26 | — | $921 | 新建仓 |
| NSP | INSPERITY INC COM | $919 | 0.00% | 34 | 30 | 750.0% | $811 | 加仓 |
| RBCAA | REPUBLIC BANCORP INC KY CL A | $917 | 0.00% | 13 | 13 | — | $917 | 新建仓 |
| SB | SAFE BULKERS INC COM | $912 | 0.00% | 144 | 144 | — | $912 | 新建仓 |
| LOGI | LOGITECH INTL S A SHS | $911 | 0.00% | 10 | 3 | 42.9% | $273 | 加仓 |
| INVX | INNOVEX INTERNATIONAL INC COM | $902 | 0.00% | 37 | 37 | — | $902 | 新建仓 |
| CPRI | CAPRI HOLDINGS LIMITED SHS | $899 | 0.00% | 51 | -2,959 | -98.3% | -$5.22万 | 减仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $899 | 0.00% | 7 | 7 | — | $899 | 新建仓 |
| LB | LANDBRIDGE COMPANY LLC CL A | $898 | 0.00% | 13 | 13 | — | $898 | 新建仓 |
| HTB | HOMETRUST BANCSHARES INC COM | $896 | 0.00% | 21 | 21 | — | $896 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP COM | $895 | 0.00% | 20 | 13 | 185.7% | $582 | 加仓 |
| CCI | CROWN CASTLE INC COM | $894 | 0.00% | 11 | -303 | -96.5% | -$2.46万 | 减仓 |
| TDOC | TELADOC HEALTH INC COM | $894 | 0.00% | 164 | -68 | -29.3% | -$371 | 减仓 |
| OGN | ORGANON & CO COMMON STOCK | $892 | 0.00% | 149 | -40 | -21.2% | -$239 | 减仓 |
| CHEF | CHEFS WHSE INC COM | $892 | 0.00% | 15 | 15 | — | $892 | 新建仓 |
| TPG | TPG INC COM CL A | $891 | 0.00% | 22 | -45 | -67.2% | -$1,822 | 减仓 |
| ONC | BEONE MEDICINES LTD SPONSORED ADS | $891 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| THRY | THRYV HLDGS INC COM NEW | $891 | 0.00% | 325 | 325 | — | $891 | 新建仓 |
| FIP | FTAI INFRASTRUCTURE INC COMMON STOCK | $889 | 0.00% | 180 | 180 | — | $889 | 新建仓 |
| ANAB | ANAPTYSBIO INC COM | $887 | 0.00% | 16 | 16 | — | $887 | 新建仓 |
| RCI | ROGERS COMMUNICATIONS INC CL B | $884 | 0.00% | 23 | 11 | 91.7% | $423 | 加仓 |
| CGEM | CULLINAN THERAPEUTICS INC COM | $881 | 0.00% | 62 | 62 | — | $881 | 新建仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP COM | $880 | 0.00% | 25 | 25 | — | $880 | 新建仓 |
| JBSS | SANFILIPPO JOHN B & SON INC COM | $873 | 0.00% | 11 | 11 | — | $873 | 新建仓 |
| AI | C3 AI INC CL A | $867 | 0.00% | 103 | -17 | -14.2% | -$143 | 减仓 |
| RCUS | ARCUS BIOSCIENCES INC COM | $864 | 0.00% | 40 | 40 | — | $864 | 新建仓 |
| CNOB | CONNECTONE BANCORP INC COM | $857 | 0.00% | 32 | 32 | — | $857 | 新建仓 |
| FSK | FS KKR CAP CORP COM | $855 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| WLFC | WILLIS LEASE FIN CORP COM | $851 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD ORD | $849 | 0.00% | 1 | 1 | — | $849 | 新建仓 |
| NPB | NORTHPOINTE BANCSHARES INC. COM SHS | $846 | 0.00% | 49 | 49 | — | $846 | 新建仓 |
| HLIO | HELIOS TECHNOLOGIES INC COM | $841 | 0.00% | 13 | 10 | 333.3% | $647 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $840 | 0.00% | 28 | -564 | -95.3% | -$1.69万 | 减仓 |
| CIFR | CIPHER DIGITAL INC COM | $837 | 0.00% | 65 | 65 | — | $837 | 新建仓 |
| — | MERIDIAN CORP COM | $834 | 0.00% | 44 | 44 | — | $834 | 新建仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $830 | 0.00% | 9 | 8 | 800.0% | $738 | 加仓 |
| — | TONIX PHARMACEUTICALS HLDG CO COM NEW | $825 | 0.00% | 60 | 60 | — | $825 | 新建仓 |
| MBIN | MERCHANTS BANCORP IND COM | $815 | 0.00% | 19 | 19 | — | $815 | 新建仓 |
| SSTK | SHUTTERSTOCK INC COM | $814 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| ALRS | ALERUS FINL CORP COM | $806 | 0.00% | 34 | 34 | — | $806 | 新建仓 |
| AROW | ARROW FINL CORP COM | $806 | 0.00% | 24 | 24 | — | $806 | 新建仓 |
| GMAB | GENMAB A/S SPONSORED ADS | $805 | 0.00% | 30 | 8 | 36.4% | $215 | 加仓 |
| BUYW | MAIN BUYWRITE ETF | $803 | 0.00% | 57 | -58 | -50.4% | -$817 | 减仓 |
| HSAI | HESAI GROUP SPONSORED ADS | $803 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | $803 | 0.00% | 137 | -38 | -21.7% | -$223 | 重新持有 |
| RDVT | RED VIOLET INC COM | $796 | 0.00% | 23 | 23 | — | $796 | 新建仓 |
| LILA | LIBERTY LATIN AMERICA LTD COM CL A | $795 | 0.00% | 92 | 92 | — | $795 | 新建仓 |
| UTI | UNIVERSAL TECHNICAL INST INC COM | $794 | 0.00% | 22 | 22 | — | $794 | 新建仓 |
| AMRC | AMERESCO INC CL A | $791 | 0.00% | 31 | 31 | — | $791 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC COM | $788 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| ACIC | AMERICAN COASTAL INS CORP COM | $788 | 0.00% | 70 | 70 | — | $788 | 新建仓 |
| OOMA | OOMA INC COM | $786 | 0.00% | 54 | 54 | — | $786 | 新建仓 |
| IIIV | I3 VERTICALS INC COM CL A | $783 | 0.00% | 35 | 35 | — | $783 | 新建仓 |
| — | RESOURCES CONNECTION INC COM | $783 | 0.00% | 210 | 210 | — | $783 | 新建仓 |
| MH | MCGRAW HILL INC COM | $781 | 0.00% | 57 | 57 | — | $781 | 新建仓 |
| HGTY | HAGERTY INC CL A COM | $779 | 0.00% | 74 | -10 | -11.9% | -$105 | 减仓 |
| MBUU | MALIBU BOATS INC COM CL A | $778 | 0.00% | 30 | 30 | — | $778 | 新建仓 |
| BVS | BIOVENTUS INC COM CL A | $776 | 0.00% | 85 | 85 | — | $776 | 新建仓 |
| PLTK | PLAYTIKA HLDG CORP COM | $773 | 0.00% | 278 | 278 | — | $773 | 新建仓 |