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 |
|---|---|---|---|---|---|---|---|---|
| XMTR | XOMETRY INC CLASS A COM | $245 | 0.00% | 6 | 6 | — | $245 | 新建仓 |
| PACB | PACIFIC BIOSCIENCES CALIF INC COM | $244 | 0.00% | 185 | 85 | 85.0% | $112 | 加仓 |
| — | BLUE RIDGE BANKSHARES INC VA COM | $244 | 0.00% | 58 | 58 | — | $244 | 新建仓 |
| XRX | XEROX HOLDINGS CORP COM NEW | $244 | 0.00% | 189 | 189 | — | $244 | 新建仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP INC CL A | $243 | 0.00% | 37 | 37 | — | $243 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | $243 | 0.00% | 3 | 3 | — | $243 | 新建仓 |
| — | GOLDEN ENTMT INC COM | $240 | 0.00% | 9 | 9 | — | $240 | 新建仓 |
| HBT | HBT FINL INC. COM | $240 | 0.00% | 9 | 9 | — | $240 | 新建仓 |
| WOOF | PETCO HEALTH & WELLNESS CO INC COM | $239 | 0.00% | 86 | 86 | — | $239 | 新建仓 |
| AXIAY | CENTRAIS ELET BRAS SA SPONSORED ADR | $237 | 0.00% | 21 | 21 | — | $237 | 新建仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $236 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | PEOPLES BANCORP N C INC COM | $235 | 0.00% | 6 | 6 | — | $235 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY INC COM | $234 | 0.00% | 10 | 2 | 25.0% | $47 | 加仓 |
| — | INSEEGO CORP COM NEW | $234 | 0.00% | 21 | 21 | — | $234 | 新建仓 |
| VSTM | VERASTEM INC COM NEW | $233 | 0.00% | 44 | 44 | — | $233 | 新建仓 |
| SAFE | SAFEHOLD INC COM | $230 | 0.00% | 17 | 17 | — | $230 | 新建仓 |
| QURE | UNIQURE NV SHS | $229 | 0.00% | 14 | 14 | — | $229 | 新建仓 |
| FVCB | FVCBANKCORP INC COM | $228 | 0.00% | 15 | 15 | — | $228 | 新建仓 |
| USNA | USANA HEALTH SCIENCES INC COM | $227 | 0.00% | 13 | 13 | — | $227 | 新建仓 |
| PANL | PANGAEA LOGISTICS SOLUTION LTD SHS | $227 | 0.00% | 32 | 32 | — | $227 | 新建仓 |
| TEM | TEMPUS AI INC CL A | $226 | 0.00% | 5 | 5 | — | $226 | 新建仓 |
| — | QUANTUM SI INC COM CL A | $226 | 0.00% | 292 | 292 | — | $226 | 新建仓 |
| ALTG | ALTA EQUIPMENT GROUP INC COMMON STOCK | $226 | 0.00% | 42 | 42 | — | $226 | 新建仓 |
| BKTI | BK TECHNOLOGIES CORPORATION COM | $224 | 0.00% | 3 | 3 | — | $224 | 新建仓 |
| — | SKILLSOFT CORP CL A | $223 | 0.00% | 52 | 52 | — | $223 | 新建仓 |
| AUR | AURORA INNOVATION INC CLASS A COM | $222 | 0.00% | 54 | 12 | 28.6% | $49 | 加仓 |
| ABEV | AMBEV SA SPONSORED ADR | $222 | 0.00% | 76 | 76 | — | $222 | 新建仓 |
| NICE | NICE LTD SPONSORED ADR | $221 | 0.00% | 2 | 2 | — | $221 | 新建仓 |
| HYLN | HYLIION HOLDINGS CORP COMMON STOCK | $220 | 0.00% | 125 | 98 | 363.0% | $172 | 加仓 |
| — | THE BEAUTY HEALTH COMPANY COM CL A | $220 | 0.00% | 247 | 247 | — | $220 | 新建仓 |
| — | YIELDMAX UNIVERSE FUND OF OPTION INCOME ETFS | $219 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC CL A SUB VTG | $219 | 0.00% | 3 | 3 | — | $219 | 新建仓 |
| VEL | VELOCITY FINL INC COM | $217 | 0.00% | 12 | 12 | — | $217 | 新建仓 |
| — | FIDELITY D & D BANCORP INC COM | $216 | 0.00% | 5 | 5 | — | $216 | 新建仓 |
| ORIC | ORIC PHARMACEUTICALS INC COM | $215 | 0.00% | 17 | 17 | — | $215 | 新建仓 |
| OEC | ORION S.A. COM | $215 | 0.00% | 33 | 33 | — | $215 | 新建仓 |
| SBS | COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | $214 | 0.00% | 7 | 7 | — | $214 | 新建仓 |
| — | HERON THERAPEUTICS INC COM | $210 | 0.00% | 263 | 263 | — | $210 | 新建仓 |
| — | SUNPOWER INC COM | $210 | 0.00% | 165 | 165 | — | $210 | 新建仓 |
| DDD | 3D SYS CORP DEL COM NEW | $209 | 0.00% | 111 | 11 | 11.0% | $21 | 重新持有 |
| MAGN | MAGNERA CORP COM SHS | $209 | 0.00% | 22 | 22 | — | $209 | 新建仓 |
| CAE | CAE INC COM | $208 | 0.00% | 8 | 8 | — | $208 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $208 | 0.00% | 10 | 10 | — | $208 | 新建仓 |
| MG | MISTRAS GROUP INC COM | $207 | 0.00% | 14 | 14 | — | $207 | 新建仓 |
| KSS | KOHLS CORP COM | $206 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ALCO | ALICO INC COM | $206 | 0.00% | 5 | 5 | — | $206 | 新建仓 |
| WIT | WIPRO LTD SPON ADR 1 SH | $206 | 0.00% | 97 | 97 | — | $206 | 新建仓 |
| PI | IMPINJ INC COM | $205 | 0.00% | 2 | 2 | — | $205 | 新建仓 |
| FMAO | FARMERS & MERCHANTS BANCORP IN COM | $205 | 0.00% | 8 | 8 | — | $205 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC COM | $204 | 0.00% | 4 | 4 | — | $204 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | $204 | 0.00% | 6 | 6 | — | $204 | 新建仓 |
| — | FRANKLIN FINL SVCS CORP COM | $204 | 0.00% | 4 | 4 | — | $204 | 新建仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $200 | 0.00% | 4 | -7 | -63.6% | -$350 | 减仓 |
| OTEX | OPEN TEXT CORP COM | $200 | 0.00% | 9 | -5 | -35.7% | -$111 | 减仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC COM | $200 | 0.00% | 57 | 57 | — | $200 | 新建仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC COM | $200 | 0.00% | 31 | 31 | — | $200 | 新建仓 |
| BSAC | BANCO SANTANDER CHILE NEW SP ADR REP COM | $200 | 0.00% | 6 | 6 | — | $200 | 新建仓 |
| DHC | DIVERSIFIED HEALTHCARE TR COM SH BEN INT | $199 | 0.00% | 30 | 30 | — | $199 | 新建仓 |
| BBCP | CONCRETE PUMPING HLDGS INC COM | $193 | 0.00% | 27 | 27 | — | $193 | 新建仓 |
| SEG | SEAPORT ENTMT GROUP INC COMMON STOCK | $193 | 0.00% | 9 | 9 | — | $193 | 新建仓 |
| — | OPEN LENDING CORP COM | $193 | 0.00% | 154 | 154 | — | $193 | 新建仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JERS COM | $192 | 0.00% | 12 | 12 | — | $192 | 新建仓 |
| — | YATSEN HLDG LTD SPONSORED ADS | $191 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| STEP | STEPSTONE GROUP INC COM CL A | $191 | 0.00% | 4 | 2 | 100.0% | $96 | 加仓 |
| NECB | NORTHEAST CMNTY BANCORP INC COM | $190 | 0.00% | 8 | 8 | — | $190 | 新建仓 |
| JRVR | JAMES RIV GROUP LTD COM SHS | $189 | 0.00% | 30 | 30 | — | $189 | 新建仓 |
| BCH | BANCO DE CHILE SPONSORED ADS | $185 | 0.00% | 5 | 5 | — | $185 | 新建仓 |
| USCB | USCB FINANCIAL HOLDINGS INC CLASS A COM | $185 | 0.00% | 10 | 10 | — | $185 | 新建仓 |
| CTKB | CYTEK BIOSCIENCES INC COM | $184 | 0.00% | 42 | 42 | — | $184 | 新建仓 |
| PSNY | POLESTAR AUTOMOTIVE HLDG UK PL SPONSORED ADS | $184 | 0.00% | 10 | 10 | — | $184 | 新建仓 |
| SOC | SABLE OFFSHORE CORP COM SHS | $182 | 0.00% | 11 | 11 | — | $182 | 新建仓 |
| ENR | ENERGIZER HLDGS INC COM | $181 | 0.00% | 11 | 11 | — | $181 | 新建仓 |
| UPB | UPSTREAM BIO INC COM | $180 | 0.00% | 20 | 20 | — | $180 | 新建仓 |
| FLXS | FLEXSTEEL INDS INC COM | $180 | 0.00% | 4 | 4 | — | $180 | 新建仓 |
| — | PCB BANCORP COM | $180 | 0.00% | 8 | 8 | — | $180 | 新建仓 |
| FLNC | FLUENCE ENERGY INC COM CL A | $179 | 0.00% | 13 | 7 | 116.7% | $96 | 加仓 |
| CZWI | CITIZENS CMNTY BANCORP INC MD COM | $178 | 0.00% | 9 | 9 | — | $178 | 新建仓 |
| — | KALTURA INC COM | $178 | 0.00% | 146 | 146 | — | $178 | 新建仓 |
| — | OPTIMIZERX CORP COM NEW | $176 | 0.00% | 28 | 28 | — | $176 | 新建仓 |
| TME | TENCENT MUSIC ENTMT GROUP SPON ADS | $176 | 0.00% | 19 | 19 | — | $176 | 新建仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP IN COM | $175 | 0.00% | 4 | 4 | — | $175 | 新建仓 |
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETF | $174 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| STN | STANTEC INC COM | $173 | 0.00% | 2 | 2 | — | $173 | 新建仓 |
| — | NERDY INC CL A COM | $173 | 0.00% | 212 | 212 | — | $173 | 新建仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS COM | $170 | 0.00% | 22 | 13 | 144.4% | $100 | 加仓 |
| — | SR BANCORP INC COM | $169 | 0.00% | 10 | 10 | — | $169 | 新建仓 |
| — | UNIVERSAL LOGISTICS HLDGS INC COM | $169 | 0.00% | 8 | 8 | — | $169 | 新建仓 |
| VTWV | VANGUARD RUSSELL 2000 VALUE ETF | $167 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BLAIZE HLDGS INC COM | $167 | 0.00% | 92 | 92 | — | $167 | 新建仓 |
| USAR | USA RARE EARTH INC COM | $166 | 0.00% | 11 | 11 | — | $166 | 新建仓 |
| — | SOUNDTHINKING INC COM | $166 | 0.00% | 25 | 25 | — | $166 | 新建仓 |
| RPAY | REPAY HLDGS CORP COM CL A | $164 | 0.00% | 63 | 63 | — | $164 | 新建仓 |
| — | ARQ INC COM | $164 | 0.00% | 64 | 64 | — | $164 | 新建仓 |
| — | PULMONX CORP COM | $163 | 0.00% | 126 | 126 | — | $163 | 新建仓 |
| IART | INTEGRA LIFESCIENCES HLDGS CP COM NEW | $160 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| EVCM | EVERCOMMERCE INC COM | $160 | 0.00% | 14 | 14 | — | $160 | 新建仓 |
| BBNX | BETA BIONICS INC COM | $160 | 0.00% | 16 | 16 | — | $160 | 新建仓 |
| SATL | SATELLOGIC INC COM CL A | $158 | 0.00% | 29 | 29 | — | $158 | 新建仓 |
| TSBK | TIMBERLAND BANCORP INC COM | $158 | 0.00% | 4 | 4 | — | $158 | 新建仓 |
| STLN | THE ONCOLOGY INSTITUTE INC COM | $157 | 0.00% | 51 | 51 | — | $157 | 新建仓 |