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 |
|---|---|---|---|---|---|---|---|---|
| IIIN | INSTEEL INDS INC COM | $773 | 0.00% | 23 | 23 | — | $773 | 新建仓 |
| CRVL | CORVEL CORP COM | $765 | 0.00% | 14 | -12 | -46.2% | -$656 | 减仓 |
| BGS | B & G FOODS INC COM | $765 | 0.00% | 159 | 48 | 43.2% | $231 | 加仓 |
| INN | SUMMIT HOTEL PPTYS COM | $765 | 0.00% | 173 | 173 | — | $765 | 新建仓 |
| VITL | VITAL FARMS INC COM | $762 | 0.00% | 54 | 53 | 5,300.0% | $748 | 加仓 |
| TFII | TRANSFORCE INC COM | $760 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | ALDEYRA THERAPEUTICS INC COM | $759 | 0.00% | 449 | 449 | — | $759 | 新建仓 |
| GSSC | TR ACTIVEBETA US SMALL CAP EQUITY ETF | $756 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $756 | 0.00% | 24 | 8 | 50.0% | $252 | 加仓 |
| DBD | DIEBOLD NIXDORF INC COM SHS | $754 | 0.00% | 10 | 10 | — | $754 | 新建仓 |
| BATRA | ATLANTA BRAVES HLDGS INC COM SER A | $754 | 0.00% | 16 | 16 | — | $754 | 新建仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC COM | $754 | 0.00% | 18 | 18 | — | $754 | 新建仓 |
| KRT | KARAT PACKAGING INC COM | $754 | 0.00% | 27 | 27 | — | $754 | 新建仓 |
| VYX | NCR VOYIX CORPORATION COM | $753 | 0.00% | 119 | -70 | -37.0% | -$443 | 减仓 |
| — | LINKBANCORP INC COM | $751 | 0.00% | 90 | 90 | — | $751 | 新建仓 |
| FLCO | FRANKLIN INVESTMENT GRADE CORPORATE ETF | $750 | 0.00% | 35 | -183 | -83.9% | -$3,921 | 减仓 |
| STOK | STOKE THERAPEUTICS INC COM | $749 | 0.00% | 23 | 16 | 228.6% | $521 | 加仓 |
| SXC | SUNCOKE ENERGY INC COM | $749 | 0.00% | 115 | 115 | — | $749 | 新建仓 |
| CC | CHEMOURS CO COM | $749 | 0.00% | 34 | 34 | — | $749 | 新建仓 |
| BFS | SAUL CTRS INC COM | $749 | 0.00% | 23 | 23 | — | $749 | 新建仓 |
| — | TAPPALPHA SPY GROWTH & DAILY INCOME ETF | $741 | 0.00% | 32 | -315 | -90.8% | -$7,294 | 减仓 |
| UFCS | UNITED FIRE GROUP INC COM | $741 | 0.00% | 20 | 20 | — | $741 | 新建仓 |
| — | ROUNDHILL ETHER COVERED CALL STRATEGY ETF | $740 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $739 | 0.00% | 158 | 158 | — | $739 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC COM SHS | $733 | 0.00% | 7 | -19 | -73.1% | -$1,990 | 减仓 |
| AORT | ARTIVION INC COM | $732 | 0.00% | 20 | 20 | — | $732 | 新建仓 |
| GRFS | GRIFOLS S A SP ADR REP B NVT | $730 | 0.00% | 91 | -9 | -9.0% | -$72 | 减仓 |
| CABO | CABLE ONE INC COM | $730 | 0.00% | 8 | 7 | 700.0% | $639 | 重新持有 |
| — | BLUE FOUNDRY BANCORP COM | $728 | 0.00% | 55 | 55 | — | $728 | 新建仓 |
| SERV | SERVE ROBOTICS INC COM | $726 | 0.00% | 86 | 86 | — | $726 | 新建仓 |
| SHEN | SHENANDOAH TELECOMMUNICATIONS COM | $725 | 0.00% | 47 | 47 | — | $725 | 新建仓 |
| KOD | KODIAK SCIENCES INC COM | $724 | 0.00% | 19 | 19 | — | $724 | 新建仓 |
| PXED | PHOENIX ED PARTNERS INC COM | $724 | 0.00% | 23 | 23 | — | $724 | 新建仓 |
| EGO | ELDORADO GOLD CORP NEW COM | $721 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BEKE | KE HLDGS INC SPONSORED ADS | $719 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $718 | 0.00% | 48 | 48 | — | $718 | 新建仓 |
| NXDR | NEXTDOOR HOLDINGS INC COM CL A | $717 | 0.00% | 512 | 512 | — | $717 | 新建仓 |
| — | ANAVEX LIFE SCIENCES CORP COM NEW | $715 | 0.00% | 233 | 123 | 111.8% | $377 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $714 | 0.00% | 15 | -17 | -53.1% | -$809 | 减仓 |
| KRRO | KORRO BIO INC COM | $713 | 0.00% | 63 | 63 | — | $713 | 新建仓 |
| TNGX | TANGO THERAPEUTICS INC COM | $711 | 0.00% | 34 | 34 | — | $711 | 新建仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD COM | $711 | 0.00% | 25 | 25 | — | $711 | 新建仓 |
| — | WEAVE COMMUNICATIONS INC COM | $707 | 0.00% | 153 | 153 | — | $707 | 新建仓 |
| SKM | SK TELECOM CO LTD SPONSORED ADR | $703 | 0.00% | 24 | 11 | 84.6% | $322 | 加仓 |
| ABR | ARBOR REALTY TRUST INC COM | $702 | 0.00% | 91 | 91 | — | $702 | 新建仓 |
| IDU | ISHARES U.S. UTILITIES ETF | $697 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NATR | NATURES SUNSHINE PRODS INC COM | $696 | 0.00% | 29 | 29 | — | $696 | 新建仓 |
| — | OUTSET MED INC COM NEW | $695 | 0.00% | 181 | 181 | — | $695 | 新建仓 |
| UMH | UMH PPTYS INC COM | $693 | 0.00% | 48 | 48 | — | $693 | 新建仓 |
| PGEN | PRECIGEN INC COM | $693 | 0.00% | 179 | 179 | — | $693 | 新建仓 |
| STNE | STONECO LTD COM CL A | $692 | 0.00% | 49 | 49 | — | $692 | 新建仓 |
| HSTM | HEALTHSTREAM INC COM | $683 | 0.00% | 33 | 33 | — | $683 | 新建仓 |
| BWIN | THE BALDWIN INSURANCE GRP INC COM CL A | $680 | 0.00% | 31 | 31 | — | $680 | 新建仓 |
| SBSW | SIBANYE STILLWATER LTD SPONSORED ADR | $678 | 0.00% | 55 | 55 | — | $678 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $677 | 0.00% | 8 | 8 | — | $677 | 新建仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $676 | 0.00% | 26 | -51 | -66.2% | -$1,326 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $675 | 0.00% | 4 | -19 | -82.6% | -$3,206 | 减仓 |
| GTLB | GITLAB INC CLASS A COM | $671 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | CALAVO GROWERS INC COM | $671 | 0.00% | 26 | 26 | — | $671 | 新建仓 |
| UIS | UNISYS CORP COM NEW | $671 | 0.00% | 324 | 324 | — | $671 | 新建仓 |
| DCH | DAUCH CORP COM | $670 | 0.00% | 113 | 113 | — | $670 | 新建仓 |
| LYTS | LSI INDS INC OHIO COM | $670 | 0.00% | 36 | 36 | — | $670 | 新建仓 |
| VREX | VAREX IMAGING CORP COM | $668 | 0.00% | 63 | 63 | — | $668 | 新建仓 |
| NVCR | NOVOCURE LTD ORD SHS | $665 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| PGNY | PROGYNY INC COM | $662 | 0.00% | 39 | -76 | -66.1% | -$1,290 | 减仓 |
| MCBS | METROCITY BANKSHARES INC COM | $659 | 0.00% | 23 | 23 | — | $659 | 新建仓 |
| ECO | OKEANIS ECO TANKERS COR SHS | $658 | 0.00% | 13 | 13 | — | $658 | 新建仓 |
| — | PALLADYNE AI CORP COM NEW | $656 | 0.00% | 108 | 108 | — | $656 | 新建仓 |
| ALEC | ALECTOR INC COM | $656 | 0.00% | 305 | 305 | — | $656 | 新建仓 |
| PHR | PHREESIA INC COM | $654 | 0.00% | 78 | 78 | — | $654 | 新建仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y COM | $654 | 0.00% | 45 | 45 | — | $654 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC COM | $654 | 0.00% | 126 | 126 | — | $654 | 新建仓 |
| ISTR | INVESTAR HOLDING CORP COM | $654 | 0.00% | 24 | 24 | — | $654 | 新建仓 |
| ICHR | ICHOR HOLDINGS SHS | $653 | 0.00% | 14 | 14 | — | $653 | 新建仓 |
| ITIC | INVESTORS TITLE CO NC COM | $652 | 0.00% | 3 | 3 | — | $652 | 新建仓 |
| PZZA | PAPA JOHNS INTL INC COM | $648 | 0.00% | 20 | 20 | — | $648 | 新建仓 |
| ALGT | ALLEGIANT TRAVEL CO COM | $648 | 0.00% | 8 | 8 | — | $648 | 新建仓 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $647 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| JMSI | JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF | $647 | 0.00% | 13 | 12 | 1,200.0% | $597 | 加仓 |
| ZGN | ERMENEGILDO ZEGNA N V ORD SHS | $646 | 0.00% | 62 | 62 | — | $646 | 新建仓 |
| BKD | BROOKDALE SR LIVING INC COM | $643 | 0.00% | 47 | 47 | — | $643 | 新建仓 |
| GOLD | GOLD COM INC COM | $641 | 0.00% | 16 | 4 | 33.3% | $160 | 加仓 |
| — | ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT | $641 | 0.00% | 58 | 58 | — | $641 | 新建仓 |
| BMRC | BANK OF MARIN BANCORP COM | $641 | 0.00% | 25 | 25 | — | $641 | 新建仓 |
| WS | WORTHINGTON STL INC COM SHS | $637 | 0.00% | 21 | 18 | 600.0% | $546 | 加仓 |
| KBWB | INVESCO KBW BANK ETF | $633 | 0.00% | 8 | -18 | -69.2% | -$1,424 | 减仓 |
| BLND | BLEND LABS INC CL A | $631 | 0.00% | 371 | 371 | — | $631 | 新建仓 |
| — | SKYWATER TECHNOLOGY INC COM | $630 | 0.00% | 23 | 19 | 475.0% | $520 | 加仓 |
| CWBC | COMMUNITY WEST BANCSHARES NEW COM | $629 | 0.00% | 27 | 27 | — | $629 | 新建仓 |
| HG | HAMILTON INSURANCE GROUP LTD. CL B | $626 | 0.00% | 21 | 21 | — | $626 | 新建仓 |
| ASC | ARDMORE SHIPPING CORP COM | $625 | 0.00% | 41 | 41 | — | $625 | 新建仓 |
| COCO | VITA COCO CO INC COM | $623 | 0.00% | 13 | 11 | 550.0% | $527 | 加仓 |
| ALLO | ALLOGENE THERAPEUTICS INC COM | $622 | 0.00% | 255 | 255 | — | $622 | 新建仓 |
| RMR | RMR GROUP INC CL A | $619 | 0.00% | 40 | 40 | — | $619 | 新建仓 |
| COFS | CHOICEONE FINANCIA COM | $619 | 0.00% | 22 | 22 | — | $619 | 新建仓 |
| VVX | V2X INC COM | $617 | 0.00% | 9 | 9 | — | $617 | 新建仓 |
| — | TILRAY BRANDS INC COM | $615 | 0.00% | 95 | 95 | — | $615 | 新建仓 |
| FLUT | FLUTTER ENTMT PLC SHS | $612 | 0.00% | 6 | -41 | -87.2% | -$4,182 | 减仓 |
| WLDN | WILLDAN GROUP INC COM | $612 | 0.00% | 8 | 8 | — | $612 | 新建仓 |
| STLA | STELLANTIS N.V SHS | $610 | 0.00% | 86 | -88 | -50.6% | -$624 | 减仓 |