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 |
|---|---|---|---|---|---|---|---|---|
| WPP | WPP PLC NEW ADR | $451 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| — | CREXENDO INC COM | $450 | 0.00% | 73 | 73 | — | $450 | 新建仓 |
| — | NET LEASE OFFICE PROPERTIES COM | $449 | 0.00% | 39 | -287 | -88.0% | -$3,304 | 减仓 |
| UPWK | UPWORK INC COM | $449 | 0.00% | 41 | 41 | — | $449 | 新建仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT | $447 | 0.00% | 84 | 84 | — | $447 | 新建仓 |
| IOT | SAMSARA INC COM CL A | $444 | 0.00% | 14 | -207 | -93.7% | -$6,565 | 减仓 |
| JCAP | JEFFERSON CAPITAL INC COM | $442 | 0.00% | 23 | 23 | — | $442 | 新建仓 |
| — | THE REAL BROKERAGE INC COM NEW | $440 | 0.00% | 176 | 176 | — | $440 | 新建仓 |
| CASS | CASS INFORMATION SYS INC COM | $440 | 0.00% | 10 | 10 | — | $440 | 新建仓 |
| FATE | FATE THERAPEUTICS INC COM | $438 | 0.00% | 365 | 365 | — | $438 | 新建仓 |
| — | HEALTH CATALYST INC COM | $438 | 0.00% | 345 | 345 | — | $438 | 新建仓 |
| DHS | WISDOMTREE U.S. HIGH DIVIDEND FUND | $437 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD COM | $434 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NPCE | NEUROPACE INC COM | $434 | 0.00% | 33 | 33 | — | $434 | 新建仓 |
| ASTE | ASTEC INDS INC COM | $431 | 0.00% | 8 | 8 | — | $431 | 新建仓 |
| ACNB | ACNB CORP COM | $431 | 0.00% | 9 | 9 | — | $431 | 新建仓 |
| SSL | SASOL LTD SPONSORED ADR | $428 | 0.00% | 33 | 33 | — | $428 | 新建仓 |
| AVBH | AVIDBANK HLDGS INC COM | $428 | 0.00% | 15 | 15 | — | $428 | 新建仓 |
| PFIS | PEOPLES FINL SVCS CORP COM | $427 | 0.00% | 8 | 8 | — | $427 | 新建仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $424 | 0.00% | 4 | -1,476 | -99.7% | -$15.65万 | 减仓 |
| — | CF BANKSHARES INC COM | $419 | 0.00% | 15 | 15 | — | $419 | 新建仓 |
| COSO | COASTALSOUTH BANCSHARES INC COM NEW | $418 | 0.00% | 17 | 17 | — | $418 | 新建仓 |
| CLDT | CHATHAM LODGING TR COM | $417 | 0.00% | 53 | 53 | — | $417 | 新建仓 |
| — | GEOSPACE TECHNOLOGIES CORP COM | $415 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| AVBP | ARRIVENT BIOPHARMA INC COM | $415 | 0.00% | 18 | 18 | — | $415 | 新建仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC COM | $415 | 0.00% | 20 | 20 | — | $415 | 新建仓 |
| TECK | TECK RESOURCES LTD CL B | $414 | 0.00% | 8 | 8 | — | $414 | 新建仓 |
| TRC | TEJON RANCH CO COM | $414 | 0.00% | 22 | 22 | — | $414 | 新建仓 |
| DSP | VIANT TECHNOLOGY INC COM CL A | $414 | 0.00% | 37 | 37 | — | $414 | 新建仓 |
| INSP | INSPIRE MED SYS INC COM | $413 | 0.00% | 8 | 8 | — | $413 | 新建仓 |
| MLR | MILLER INDS INC TENN COM NEW | $410 | 0.00% | 9 | 9 | — | $410 | 新建仓 |
| LI | LI AUTO INC SPONSORED ADS | $410 | 0.00% | 23 | 23 | — | $410 | 新建仓 |
| MTUS | METALLUS INC COM | $409 | 0.00% | 25 | 25 | — | $409 | 新建仓 |
| — | NUVEEN MULTI ASSET INCOME FUND COM | $409 | 0.00% | 33 | 33 | — | $409 | 新建仓 |
| CTEV | CLARITEV CORPORATION CL A NEW | $409 | 0.00% | 25 | 25 | — | $409 | 新建仓 |
| INBK | FIRST INTERNET BANCORP COM | $408 | 0.00% | 20 | 6 | 42.9% | $122 | 加仓 |
| — | XOMA ROYALTY CORPORATION COM NEW | $408 | 0.00% | 13 | 13 | — | $408 | 新建仓 |
| AVNW | AVIAT NETWORKS INC COM NEW | $407 | 0.00% | 18 | 18 | — | $407 | 新建仓 |
| GRNT | GRANITE RIDGE RESOURCES INC COM | $405 | 0.00% | 69 | 69 | — | $405 | 新建仓 |
| DSGN | DESIGN THERAPEUTICS INC COM | $404 | 0.00% | 38 | 38 | — | $404 | 新建仓 |
| — | OMEGA FLEX INC COM | $404 | 0.00% | 13 | 13 | — | $404 | 新建仓 |
| CBLL | CERIBELL INC COM | $403 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | HAFNIA LTD SHS | $403 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| — | SES AI CORPORATION CL A COM | $401 | 0.00% | 417 | 0 | 0.0% | — | 不变 |
| SION | SIONNA THERAPEUTICS INC COM | $401 | 0.00% | 10 | 10 | — | $401 | 新建仓 |
| ERO | ERO COPPER CORP COM | $400 | 0.00% | 15 | 15 | — | $400 | 新建仓 |
| PRLB | PROTO LABS INC COM | $399 | 0.00% | 7 | 7 | — | $399 | 新建仓 |
| MCHB | MECHANICS BANCORP CL A | $398 | 0.00% | 27 | 19 | 237.5% | $280 | 加仓 |
| NEXN | NEXXEN INTL LTD SHS NEW | $398 | 0.00% | 61 | 61 | — | $398 | 新建仓 |
| — | FB BANCORP INC COM | $398 | 0.00% | 29 | 29 | — | $398 | 新建仓 |
| DIN | DINE BRANDS GLOBAL INC COM | $394 | 0.00% | 15 | 15 | — | $394 | 新建仓 |
| UCO | PROSHARES ULTRA BLOOMBERG CRUDE OIL | $393 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| STAA | STAAR SURGICAL CO COM PAR $0.01 | $393 | 0.00% | 21 | 21 | — | $393 | 新建仓 |
| — | DIGIMARC CORP NEW COM | $393 | 0.00% | 80 | 80 | — | $393 | 新建仓 |
| CNDT | CONDUENT INC COM | $393 | 0.00% | 307 | 307 | — | $393 | 新建仓 |
| HELE | HELEN OF TROY LTD COM | $389 | 0.00% | 27 | 27 | — | $389 | 新建仓 |
| — | FIRST FNDTN INC COM | $384 | 0.00% | 65 | 65 | — | $384 | 新建仓 |
| HMY | HARMONY GOLD MNG LTD SPONSORED ADR | $384 | 0.00% | 25 | 25 | — | $384 | 新建仓 |
| QUAD | QUAD / GRAPHICS INC COM CL A | $383 | 0.00% | 58 | 58 | — | $383 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP COM | $382 | 0.00% | 7 | 7 | — | $382 | 新建仓 |
| TROX | TRONOX HOLDINGS PLC SHS | $381 | 0.00% | 39 | 39 | — | $381 | 新建仓 |
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | $377 | 0.00% | 11 | 11 | — | $377 | 新建仓 |
| NCNO | NCINO INC COM | $375 | 0.00% | 25 | -85 | -77.3% | -$1,275 | 减仓 |
| CLVT | CLARIVATE PLC ORD SHS | $374 | 0.00% | 148 | -974 | -86.8% | -$2,461 | 减仓 |
| NRC | NATIONAL RESH CORP COM NEW | $374 | 0.00% | 22 | -978 | -97.8% | -$1.66万 | 重新持有 |
| PRTA | PROTHENA CORP PLC SHS | $369 | 0.00% | 38 | 38 | — | $369 | 新建仓 |
| — | YIELDMAX INNOVATION OPTION INCOME STRATEGY ETF | $366 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SA EURO MTN BE 144A SPON ADR NEW | $366 | 0.00% | 32 | 32 | — | $366 | 新建仓 |
| TTI | TETRA TECHNOLOGIES INC DEL COM | $366 | 0.00% | 43 | 43 | — | $366 | 新建仓 |
| PRGO | PERRIGO CO PLC SHS | $365 | 0.00% | 34 | -163 | -82.7% | -$1,750 | 减仓 |
| FOA | FINANCE OF AMERICA COMPAN CL A NEW | $365 | 0.00% | 22 | 22 | — | $365 | 新建仓 |
| RXT | RACKSPACE TECHNOLOGY INC COM | $364 | 0.00% | 372 | 372 | — | $364 | 新建仓 |
| — | INOVIO PHARMACEUTICALS INC COM SHS | $362 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| DMC | FRESH DEL MONTE PRODUCE INC ORD | $362 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PCRX | PACIRA BIOSCIENCES INC COM | $362 | 0.00% | 16 | 16 | — | $362 | 新建仓 |
| MBI | MBIA INC COM | $361 | 0.00% | 61 | 61 | — | $361 | 新建仓 |
| BLSH | BULLISH ORD SHS | $357 | 0.00% | 10 | 10 | — | $357 | 新建仓 |
| ASIC | ATEGRITY SPECIALTY IN CO HO COM | $356 | 0.00% | 18 | 18 | — | $356 | 新建仓 |
| — | VILLAGE FARMS INTL INC COM | $355 | 0.00% | 125 | -252 | -66.8% | -$716 | 减仓 |
| BWB | BRIDGEWATER BANCSHARES INC COM | $354 | 0.00% | 20 | 20 | — | $354 | 新建仓 |
| — | PLATINUM GROUP METALS LTD COM | $354 | 0.00% | 200 | 200 | — | $354 | 新建仓 |
| NEXT | NEXTDECADE CORP COM | $352 | 0.00% | 46 | 46 | — | $352 | 新建仓 |
| RBBN | RIBBON COMMUNICATIONS INC COM | $348 | 0.00% | 164 | 164 | — | $348 | 新建仓 |
| GETYQ | GETTY IMAGES HOLDINGS INC CL A COM | $345 | 0.00% | 435 | 435 | — | $345 | 新建仓 |
| HTLD | HEARTLAND EXPRESS INC COM | $343 | 0.00% | 33 | 33 | — | $343 | 新建仓 |
| — | SIGA TECHNOLOGIES INC COM | $342 | 0.00% | 64 | 50 | 357.1% | $267 | 加仓 |
| NUS | NU SKIN ENTERPRISES INC CL A | $342 | 0.00% | 47 | 47 | — | $342 | 新建仓 |
| ELDN | ELEDON PHARMACEUTICALS INC COM | $339 | 0.00% | 110 | 110 | — | $339 | 新建仓 |
| — | ENHABIT INC COM | $338 | 0.00% | 24 | 22 | 1,100.0% | $310 | 重新持有 |
| ORN | ORION GROUP HLDGS INC COM | $338 | 0.00% | 31 | 31 | — | $338 | 新建仓 |
| CBK | COMMERCIAL BANCGROUP INC COM | $338 | 0.00% | 13 | 13 | — | $338 | 新建仓 |
| — | APOGEE THERAPEUTICS INC COM | $337 | 0.00% | 4 | 4 | — | $337 | 新建仓 |
| — | COHERUS ONCOLOGY INC COM | $336 | 0.00% | 199 | 199 | — | $336 | 新建仓 |
| BRCB | BLACK ROCK COFFEE BAR INC CL A | $336 | 0.00% | 26 | 26 | — | $336 | 新建仓 |
| — | ADC THERAPEUTICS SA SHS | $334 | 0.00% | 89 | 89 | — | $334 | 新建仓 |
| CRNC | CERENCE INC COM | $334 | 0.00% | 53 | 53 | — | $334 | 新建仓 |
| — | GCI LIBERTY INC COM SER A | $332 | 0.00% | 9 | 8 | 800.0% | $295 | 加仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS COM | $332 | 0.00% | 21 | 21 | — | $332 | 新建仓 |
| ERII | ENERGY RECOVERY INC COM | $332 | 0.00% | 33 | 33 | — | $332 | 新建仓 |
| VMD | VIEMED HEALTHCARE INC COM | $332 | 0.00% | 36 | 36 | — | $332 | 新建仓 |