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 |
|---|---|---|---|---|---|---|---|---|
| OUST | OUSTER INC COM NEW | $331 | 0.00% | 18 | 18 | — | $331 | 新建仓 |
| AXGN | AXOGEN INC COM | $331 | 0.00% | 10 | 10 | — | $331 | 新建仓 |
| NNE | NANO NUCLEAR ENERGY INC COM | $328 | 0.00% | 16 | 16 | — | $328 | 新建仓 |
| — | AURORA CANNABIS INC COM | $327 | 0.00% | 100 | -2 | -2.0% | -$7 | 减仓 |
| — | NEW FORTRESS ENERGY INC COM CL A | $327 | 0.00% | 555 | 555 | — | $327 | 新建仓 |
| — | SKY HARBOUR GROUP CORPORATION COM CL A | $327 | 0.00% | 34 | 34 | — | $327 | 新建仓 |
| MCS | MARCUS CORP DEL COM | $326 | 0.00% | 19 | 19 | — | $326 | 新建仓 |
| PINE | ALPINE INCOME PPTY TR INC COM | $324 | 0.00% | 18 | 18 | — | $324 | 新建仓 |
| TSHA | TAYSHA GENE THERAPIES INC COM SHS | $322 | 0.00% | 72 | 72 | — | $322 | 新建仓 |
| — | BNY MELLON HIGH YIELD STRATEGI SH BEN INT | $322 | 0.00% | 132 | 132 | — | $322 | 新建仓 |
| IDR | IDAHO STRATEGIC RESOURCES COM NEW | $321 | 0.00% | 10 | 10 | — | $321 | 新建仓 |
| CBAN | COLONY BANKCORP INC COM | $320 | 0.00% | 16 | 16 | — | $320 | 新建仓 |
| — | TUHURA BIOSCIENCES INC COM | $319 | 0.00% | 178 | 178 | — | $319 | 新建仓 |
| WY | WEYERHAEUSER CO COM NEW | $318 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CNMD | CONMED CORP COM | $318 | 0.00% | 9 | -24 | -72.7% | -$848 | 重新持有 |
| — | TTEC HLDGS INC COM | $318 | 0.00% | 127 | 127 | — | $318 | 新建仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC COM | $316 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HBNC | HORIZON BANCORP IND COM | $315 | 0.00% | 19 | 19 | — | $315 | 新建仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY COM | $315 | 0.00% | 10 | 10 | — | $315 | 新建仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW COM | $315 | 0.00% | 107 | 107 | — | $315 | 新建仓 |
| VIPS | VIPSHOP HLDGS LTD SPONSORED ADS A | $314 | 0.00% | 20 | 20 | — | $314 | 新建仓 |
| LPL | LG DISPLAY CO LTD SPONS ADR REP | $314 | 0.00% | 81 | 81 | — | $314 | 新建仓 |
| TKC | TURKCELL ILETISIM SPON ADR NEW | $314 | 0.00% | 52 | 52 | — | $314 | 新建仓 |
| ATOM | ATOMERA INC COM | $312 | 0.00% | 82 | 82 | — | $312 | 新建仓 |
| LMB | LIMBACH HLDGS INC COM | $312 | 0.00% | 4 | 4 | — | $312 | 新建仓 |
| ACTG | ACACIA RESH CORP ACACIA TCH COM | $308 | 0.00% | 64 | 64 | — | $308 | 新建仓 |
| — | SERVICE PPTYS TR COM SH BEN INT | $305 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| — | WM TECHNOLOGY INC COM | $305 | 0.00% | 463 | 463 | — | $305 | 新建仓 |
| PSIX | POWER SOLUTIONS INTL INC COM NEW | $304 | 0.00% | 5 | 5 | — | $304 | 新建仓 |
| ELMD | ELECTROMED INC COM | $304 | 0.00% | 13 | 13 | — | $304 | 新建仓 |
| SDHY | PGIM SHORT DUR HIG YLD OPP FD COM | $304 | 0.00% | 19 | 19 | — | $304 | 新建仓 |
| CAMT | CAMTEK LTD ORD | $303 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CVRX INC COM | $303 | 0.00% | 32 | 32 | — | $303 | 新建仓 |
| RR | RICHTECH ROBOTICS INC CL B | $303 | 0.00% | 145 | 145 | — | $303 | 新建仓 |
| — | DMC GLOBAL INC COM | $302 | 0.00% | 58 | 58 | — | $302 | 新建仓 |
| TIGR | UP FINTECH HLDG LTD SPONSORED ADS | $302 | 0.00% | 48 | 48 | — | $302 | 新建仓 |
| BSBR | BANCO SANTANDER BRASIL S A ADS REP 1 UNIT | $302 | 0.00% | 51 | 51 | — | $302 | 新建仓 |
| HTHT | H WORLD GROUP LTD SPONSORED ADS | $302 | 0.00% | 6 | 6 | — | $302 | 新建仓 |
| IMSR | TERRESTRIAL ENERGY INC COM SHS | $300 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ZYME | ZYMEWORKS INC COM | $300 | 0.00% | 12 | 12 | — | $300 | 新建仓 |
| INR | INFINITY NAT RES INC COM CL A | $299 | 0.00% | 17 | 17 | — | $299 | 新建仓 |
| CECO | CECO ENVIRONMENTAL CORP COM | $298 | 0.00% | 5 | 5 | — | $298 | 新建仓 |
| MVBF | MVB FINL CORP COM | $298 | 0.00% | 12 | 12 | — | $298 | 新建仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $297 | 0.00% | 4 | -1,129 | -99.6% | -$8.38万 | 减仓 |
| — | FIRST NATL CORP VA COM | $296 | 0.00% | 11 | 11 | — | $296 | 新建仓 |
| — | JELD-WEN HLDG INC COM | $293 | 0.00% | 236 | 236 | — | $293 | 新建仓 |
| DFH | DREAM FINDERS HOMES INC COM CL A | $292 | 0.00% | 21 | -44 | -67.7% | -$612 | 减仓 |
| CZNC | CITIZENS & NORTHN CORP COM | $290 | 0.00% | 13 | 13 | — | $290 | 新建仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT | $290 | 0.00% | 51 | 51 | — | $290 | 新建仓 |
| RMNI | RIMINI STR INC DEL COM | $289 | 0.00% | 88 | 88 | — | $289 | 新建仓 |
| ONDS | ONDAS INC COM NEW | $289 | 0.00% | 32 | 32 | — | $289 | 新建仓 |
| TDAY | USA TODAY CO INC COM | $289 | 0.00% | 41 | 41 | — | $289 | 新建仓 |
| MPAA | MOTORCAR PTS AMER INC COM | $288 | 0.00% | 26 | 26 | — | $288 | 新建仓 |
| KOS | KOSMOS ENERGY LTD COM | $286 | 0.00% | 103 | 103 | — | $286 | 新建仓 |
| MGTX | MEIRAGTX HLDGS PLC COM | $286 | 0.00% | 33 | 33 | — | $286 | 新建仓 |
| IHRT | IHEARTMEDIA INC COM CL A | $286 | 0.00% | 98 | 98 | — | $286 | 新建仓 |
| NVAX | NOVAVAX INC COM NEW | $285 | 0.00% | 35 | 35 | — | $285 | 新建仓 |
| WTBA | WEST BANCORPORATION INC CAP STK | $285 | 0.00% | 12 | 12 | — | $285 | 新建仓 |
| PLUG | PLUG PWR INC COM NEW | $283 | 0.00% | 125 | 80 | 177.8% | $181 | 加仓 |
| SVCO | SILVACO GROUP INC COM | $283 | 0.00% | 40 | 40 | — | $283 | 新建仓 |
| CODI | COMPASS DIVERSIFIED SH BEN INT | $283 | 0.00% | 36 | 36 | — | $283 | 新建仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC CL A | $283 | 0.00% | 218 | 218 | — | $283 | 新建仓 |
| CCOI | COGENT COMM HOLDINGS INC COM NEW | $283 | 0.00% | 15 | 15 | — | $283 | 新建仓 |
| — | AMES NATL CORP COM | $282 | 0.00% | 10 | 10 | — | $282 | 新建仓 |
| WEST | WESTROCK COFFEE CO COM | $281 | 0.00% | 66 | 66 | — | $281 | 新建仓 |
| — | LCNB CORP COM | $281 | 0.00% | 18 | 18 | — | $281 | 新建仓 |
| CALY | CALLAWAY GOLF CO COM | $278 | 0.00% | 20 | 14 | 233.3% | $195 | 加仓 |
| — | PROTALIX BIOTHERAPEUTICS INC COM | $278 | 0.00% | 128 | 128 | — | $278 | 新建仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS INC COM | $278 | 0.00% | 59 | 59 | — | $278 | 新建仓 |
| — | CAPSOVISION INC COM | $277 | 0.00% | 38 | 38 | — | $277 | 新建仓 |
| ARRY | ARRAY TECHNOLOGIES INC COM SHS | $275 | 0.00% | 38 | 33 | 660.0% | $239 | 加仓 |
| FUTU | FUTU HLDGS LTD SPON ADS CL A | $274 | 0.00% | 2 | 1 | 100.0% | $137 | 加仓 |
| — | PLDT INC SPONSORED ADR | $274 | 0.00% | 13 | 7 | 116.7% | $148 | 加仓 |
| SCHL | SCHOLASTIC CORP COM | $273 | 0.00% | 7 | 7 | — | $273 | 新建仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD SHS | $273 | 0.00% | 4 | 4 | — | $273 | 新建仓 |
| ATNI | ATN INTL INC COM | $272 | 0.00% | 10 | 10 | — | $272 | 新建仓 |
| WNEB | WESTERN NEW ENG BANCORP INC COM | $272 | 0.00% | 21 | 21 | — | $272 | 新建仓 |
| CBNK | CAPITAL BANCORP INC MD COM | $268 | 0.00% | 9 | 9 | — | $268 | 新建仓 |
| TNDM | TANDEM DIABETES CARE INC COM NEW | $268 | 0.00% | 14 | 14 | — | $268 | 新建仓 |
| — | FALCONS BEYOND GLOBAL INC COM CL A | $268 | 0.00% | 19 | 19 | — | $268 | 新建仓 |
| FRST | PRIMIS FINANCIAL CORP COM | $266 | 0.00% | 20 | 20 | — | $266 | 新建仓 |
| CLFD | CLEARFIELD INC COM | $265 | 0.00% | 10 | 10 | — | $265 | 新建仓 |
| — | PSQ HOLDINGS INC CL A | $265 | 0.00% | 500 | 500 | — | $265 | 新建仓 |
| — | SEACOR MARINE HLDGS INC COM | $265 | 0.00% | 37 | 37 | — | $265 | 新建仓 |
| LQDA | LIQUIDIA CORPORATION COM NEW | $264 | 0.00% | 7 | 7 | — | $264 | 新建仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $263 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FMNB | FARMERS NATIONAL BANC CORP COM | $263 | 0.00% | 20 | 20 | — | $263 | 新建仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC COM | $262 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PRG | PROG HOLDINGS INC COM NPV | $258 | 0.00% | 9 | 9 | — | $258 | 新建仓 |
| RWT | REDWOOD TRUST INC COM | $258 | 0.00% | 46 | 46 | — | $258 | 新建仓 |
| IRON | DISC MEDICINE INC COM | $256 | 0.00% | 4 | 4 | — | $256 | 新建仓 |
| INTL | MAIN INTERNATIONAL ETF | $255 | 0.00% | 9 | -36 | -80.0% | -$1,020 | 减仓 |
| SLS | SELLAS LIFE SCIENCES GROUP INC COM NEW | $254 | 0.00% | 60 | 60 | — | $254 | 新建仓 |
| — | SENSEONICS HLDGS INC COM | $253 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| — | RE/MAX HLDGS INC CL A | $253 | 0.00% | 44 | 44 | — | $253 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC COM | $252 | 0.00% | 3 | 3 | — | $252 | 新建仓 |
| INDI | INDIE SEMICONDUCTOR INC CLASS A COM | $248 | 0.00% | 77 | 77 | — | $248 | 新建仓 |
| — | EVOLUTION PETE CORP COM | $247 | 0.00% | 54 | 54 | — | $247 | 新建仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B | $247 | 0.00% | 1 | 1 | — | $247 | 新建仓 |
| REPL | REPLIMUNE GROUP INC COM | $245 | 0.00% | 32 | 32 | — | $245 | 新建仓 |