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 |
|---|---|---|---|---|---|---|---|---|
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $604 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| APOG | APOGEE ENTERPRISES INC COM | $604 | 0.00% | 18 | 18 | — | $604 | 新建仓 |
| BJRI | BJS RESTAURANTS INC COM | $597 | 0.00% | 17 | 17 | — | $597 | 新建仓 |
| WSBF | WATERSTONE FINL INC MD COM | $595 | 0.00% | 33 | 33 | — | $595 | 新建仓 |
| XPER | XPERI INC COMMON STOCK | $594 | 0.00% | 106 | 106 | — | $594 | 新建仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC W COM | $593 | 0.00% | 11 | 11 | — | $593 | 新建仓 |
| AVO | MISSION PRODUCE INC COM | $592 | 0.00% | 43 | 43 | — | $592 | 新建仓 |
| ARCB | ARCBEST CORP COM | $590 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DRH | DIAMONDROCK HOSPITALITY CO COM | $590 | 0.00% | 63 | 63 | — | $590 | 新建仓 |
| CBRL | CRACKER BARREL OLD CTRY STORE COM | $590 | 0.00% | 21 | 21 | — | $590 | 新建仓 |
| FOR | FORESTAR GROUP INC COM | $587 | 0.00% | 24 | 24 | — | $587 | 新建仓 |
| — | VANECK ETHEREUM ETF | $582 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| KRNY | KEARNY FINL CORP MD COM | $581 | 0.00% | 77 | 77 | — | $581 | 新建仓 |
| FCBC | FIRST CMNTY BANKSHARES INC VA COM | $581 | 0.00% | 14 | 14 | — | $581 | 新建仓 |
| UFPT | UFP TECHNOLOGIES INC COM | $581 | 0.00% | 3 | 3 | — | $581 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $579 | 0.00% | 135 | -73 | -35.1% | -$313 | 减仓 |
| ZTO | ZTO EXPRESS CAYMAN INC SPONSORED ADS A | $579 | 0.00% | 23 | 23 | — | $579 | 新建仓 |
| BCAX | BICARA THERAPEUTICS INC COM | $577 | 0.00% | 29 | 29 | — | $577 | 新建仓 |
| — | TPG MTG INVTS TR INC COM NEW | $577 | 0.00% | 79 | 79 | — | $577 | 新建仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $573 | 0.00% | 23 | -7 | -23.3% | -$174 | 减仓 |
| — | INVESCO MSCI GLOBAL TIMBER ETF | $573 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | ACV AUCTIONS INC COM CL A | $572 | 0.00% | 135 | 58 | 75.3% | $246 | 重新持有 |
| SD | SANDRIDGE ENERGY INC COM NEW | $571 | 0.00% | 35 | 35 | — | $571 | 新建仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS INC COM | $570 | 0.00% | 24 | 24 | — | $570 | 新建仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC COM | $569 | 0.00% | 28 | 28 | — | $569 | 新建仓 |
| GRND | GRINDR INC COM | $568 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| WT | WISDOMTREE INC COM | $568 | 0.00% | 39 | 39 | — | $568 | 新建仓 |
| — | ON24 INC COM | $567 | 0.00% | 70 | 70 | — | $567 | 新建仓 |
| ASLE | AERSALE CORPORATION COM | $566 | 0.00% | 91 | 91 | — | $566 | 新建仓 |
| — | CODA OCTOPUS GROUP INC COM NEW | $565 | 0.00% | 50 | 50 | — | $565 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $561 | 0.00% | 22 | 22 | — | $561 | 新建仓 |
| ASST | STRIVE INC CL A COM | $561 | 0.00% | 56 | 56 | — | $561 | 新建仓 |
| CMP | COMPASS MINERALS INTL INC COM | $560 | 0.00% | 24 | 24 | — | $560 | 新建仓 |
| ANGI | ANGI INC CL A NEW | $555 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $555 | 0.00% | 5 | 2 | 66.7% | $222 | 加仓 |
| — | AKEBIA THREAPEUTICS INC COM | $555 | 0.00% | 399 | 399 | — | $555 | 新建仓 |
| — | INOGEN INC COM | $550 | 0.00% | 89 | 89 | — | $550 | 新建仓 |
| ERAS | ERASCA INC COM | $550 | 0.00% | 34 | 34 | — | $550 | 新建仓 |
| UUUU | ENERGY FUELS INC COM NEW | $548 | 0.00% | 30 | 30 | — | $548 | 新建仓 |
| ULCC | FRONTIER GROUP HLDGS INC COM | $547 | 0.00% | 155 | 155 | — | $547 | 新建仓 |
| SECT | MAIN SECTOR ROTATION ETF | $544 | 0.00% | 9 | -25 | -73.5% | -$1,511 | 减仓 |
| URGN | UROGEN PHARMA LTD COM | $539 | 0.00% | 30 | 30 | — | $539 | 新建仓 |
| ANGX | ANGEL STUDIOS INC CL A COM | $537 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD SHS NEW | $526 | 0.00% | 3 | 3 | — | $526 | 新建仓 |
| CEVA | CEVA INC COM | $523 | 0.00% | 28 | 28 | — | $523 | 新建仓 |
| EMBC | EMBECTA CORP COMMON STOCK | $522 | 0.00% | 59 | 59 | — | $522 | 新建仓 |
| ITRG | INTEGRA RES CORP COM | $521 | 0.00% | 191 | 191 | — | $521 | 新建仓 |
| ANNX | ANNEXON INC COM | $521 | 0.00% | 94 | 94 | — | $521 | 新建仓 |
| BHB | BAR HBR BANKSHARES COM | $519 | 0.00% | 16 | 16 | — | $519 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $516 | 0.00% | 141 | -506 | -78.2% | -$1,852 | 减仓 |
| RM | REGIONAL MGMT CORP COM | $516 | 0.00% | 16 | 16 | — | $516 | 新建仓 |
| NEWT | NEWTEKONE INC COM NEW | $515 | 0.00% | 47 | 47 | — | $515 | 新建仓 |
| MTW | MANITOWOC CO INC COM NEW | $513 | 0.00% | 44 | 44 | — | $513 | 新建仓 |
| PENG | PENGUIN SOLUTIONS INC COM | $510 | 0.00% | 29 | 29 | — | $510 | 新建仓 |
| — | FORRESTER RESH INC COM | $509 | 0.00% | 90 | 60 | 200.0% | $339 | 加仓 |
| — | CRINETICS PHARMACEUTICALS INC COM | $508 | 0.00% | 14 | 14 | — | $508 | 新建仓 |
| SMBK | SMARTFINANCIAL INC COM NEW | $508 | 0.00% | 13 | 13 | — | $508 | 新建仓 |
| AMC | AMC ENTMT HLDGS INC CL A NEW | $507 | 0.00% | 517 | 274 | 112.8% | $269 | 加仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS IN COM | $507 | 0.00% | 214 | 214 | — | $507 | 新建仓 |
| VLGEA | VILLAGE SUPER MKT INC CL A NEW | $507 | 0.00% | 12 | 12 | — | $507 | 新建仓 |
| MTRX | MATRIX SVC CO COM | $505 | 0.00% | 44 | 44 | — | $505 | 新建仓 |
| CRCT | CRICUT INC COM CL A | $505 | 0.00% | 135 | 135 | — | $505 | 新建仓 |
| AVDS | AVANTIS INTERNATIONAL SMALL CAP EQUITY ETF | $503 | 0.00% | 7 | 7 | — | $503 | 新建仓 |
| TLS | TELOS CORP MD COM | $503 | 0.00% | 120 | 120 | — | $503 | 新建仓 |
| NN | NEXTNAV INC COMMON STOCK | $497 | 0.00% | 31 | 30 | 3,000.0% | $481 | 加仓 |
| FCCO | FIRST CMNTY CORP S C COM | $497 | 0.00% | 17 | 17 | — | $497 | 新建仓 |
| PRVA | PRIVIA HEALTH GROUP INC COM | $494 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| OSS | ONE STOP SYS INC COM | $492 | 0.00% | 65 | 65 | — | $492 | 新建仓 |
| LIF | LIFE360 INC COM | $490 | 0.00% | 12 | 12 | — | $490 | 新建仓 |
| FSBC | FIVE STAR BANCORP COM | $490 | 0.00% | 13 | 13 | — | $490 | 新建仓 |
| DAKT | DAKTRONICS INC COM | $489 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC COM CL A | $489 | 0.00% | 11 | 11 | — | $489 | 新建仓 |
| PLBC | PLUMAS BANCORP COM | $488 | 0.00% | 10 | 10 | — | $488 | 新建仓 |
| AZTA | AZENTA INC COM | $486 | 0.00% | 23 | -25 | -52.1% | -$528 | 减仓 |
| SMP | STANDARD MTR PRODS INC COM | $486 | 0.00% | 14 | 14 | — | $486 | 新建仓 |
| NVGS | NAVIGATOR HLDGS LTD SHS | $483 | 0.00% | 25 | 25 | — | $483 | 新建仓 |
| — | APELLIS PHARMACEUTICALS INC COM | $483 | 0.00% | 12 | 12 | — | $483 | 新建仓 |
| — | EGAIN CORP COM NEW | $481 | 0.00% | 61 | 61 | — | $481 | 新建仓 |
| HSHP | HIMALAYA SHIPPING LTD ORD SHS | $479 | 0.00% | 36 | 36 | — | $479 | 新建仓 |
| — | BIOLIFE SOLUTIONS INC COM NEW | $477 | 0.00% | 25 | 23 | 1,150.0% | $439 | 加仓 |
| CUBE | CUBESMART COM | $476 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BSRR | SIERRA BANCORP COM | $475 | 0.00% | 14 | 14 | — | $475 | 新建仓 |
| SMPL | SIMPLY GOOD FOODS CO COM | $474 | 0.00% | 33 | 10 | 43.5% | $144 | 加仓 |
| — | TERNS PHARMACEUTICALS INC COM | $474 | 0.00% | 9 | 9 | — | $474 | 新建仓 |
| ONIT | ONITY GROUP INC COM NEW | $471 | 0.00% | 12 | 12 | — | $471 | 新建仓 |
| GDOT | GREEN DOT CORP CL A | $471 | 0.00% | 42 | 42 | — | $471 | 新建仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC COM CL A | $467 | 0.00% | 133 | 133 | — | $467 | 新建仓 |
| UNTY | UNITY BANCORP INC COM | $466 | 0.00% | 9 | 9 | — | $466 | 新建仓 |
| SPRY | ARS PHARMACEUTICALS INC COM | $466 | 0.00% | 58 | 58 | — | $466 | 新建仓 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $465 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TS | TENARIS S A SPONSORED ADS | $465 | 0.00% | 8 | 5 | 166.7% | $291 | 加仓 |
| ADNT | ADIENT PLC ORD SHS | $465 | 0.00% | 23 | 19 | 475.0% | $384 | 加仓 |
| CCNE | CNB FINL CORP PA COM | $463 | 0.00% | 16 | 16 | — | $463 | 新建仓 |
| ARDT | ARDENT HEALTH INC COM | $462 | 0.00% | 54 | 54 | — | $462 | 新建仓 |
| ANIP | ANI PHARMACEUTICALS INC COM | $461 | 0.00% | 6 | 6 | — | $461 | 新建仓 |
| AEF | ABRDN EMERGING MARKETS EX CHIN COM | $459 | 0.00% | 63 | 63 | — | $459 | 新建仓 |
| JBI | JANUS INTERNATIONAL GROUP INC COMMON STOCK | $458 | 0.00% | 89 | 89 | — | $458 | 新建仓 |
| HY | HYSTER-YALE INC CL A | $455 | 0.00% | 14 | 14 | — | $455 | 新建仓 |
| OCGN | OCUGEN INC COM | $453 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| AVIR | ATEA PHARMACEUTICALS INC COM | $452 | 0.00% | 84 | 84 | — | $452 | 新建仓 |