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 |
|---|---|---|---|---|---|---|---|---|
| — | OPAL FUELS INC CLASS A COM | $156 | 0.00% | 62 | 62 | — | $156 | 新建仓 |
| — | MAINSTREET BANCSHARES INC COM | $155 | 0.00% | 7 | 7 | — | $155 | 新建仓 |
| TECX | TECTONIC THERAPEUTIC INC COM | $155 | 0.00% | 5 | 5 | — | $155 | 新建仓 |
| SBGI | SINCLAIR INC CL A | $155 | 0.00% | 12 | 12 | — | $155 | 新建仓 |
| OPFI | OPPFI INC COM CL A | $154 | 0.00% | 20 | 20 | — | $154 | 新建仓 |
| — | TUCOWS INC COM NEW | $154 | 0.00% | 9 | 9 | — | $154 | 新建仓 |
| — | CARDIFF ONCOLOGY INC COM | $154 | 0.00% | 95 | 95 | — | $154 | 新建仓 |
| — | LUCID DIAGNOSTICS INC COM | $154 | 0.00% | 134 | 134 | — | $154 | 新建仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $151 | 0.00% | 1 | -92 | -98.9% | -$1.39万 | 减仓 |
| FUBO | FUBOTV INC COM NEW CL A | $151 | 0.00% | 16 | 16 | — | $151 | 新建仓 |
| III | INFORMATION SVCS GROUP INC COM | $150 | 0.00% | 39 | 39 | — | $150 | 新建仓 |
| COTY | COTY INC COM CL A | $149 | 0.00% | 74 | -94 | -56.0% | -$189 | 减仓 |
| LUNR | INTUITIVE MACHINES INC CLASS A COM | $148 | 0.00% | 8 | 8 | — | $148 | 新建仓 |
| — | EPSILON ENERGY LTD COM | $148 | 0.00% | 24 | 24 | — | $148 | 新建仓 |
| NWFL | NORWOOD FINANCIAL CORP COM | $147 | 0.00% | 5 | 5 | — | $147 | 新建仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC CL A NEW | $147 | 0.00% | 24 | 24 | — | $147 | 新建仓 |
| NKTX | NKARTA INC COM | $146 | 0.00% | 69 | 69 | — | $146 | 新建仓 |
| FRSH | FRESHWORKS INC CLASS A COM | $145 | 0.00% | 18 | -201 | -91.8% | -$1,619 | 减仓 |
| EQX | EQUINOX GOLD CORP COM | $145 | 0.00% | 10 | 10 | — | $145 | 新建仓 |
| — | AIRO GROUP HLDGS INC COM | $145 | 0.00% | 19 | 19 | — | $145 | 新建仓 |
| RYAM | RAYONIER ADVANCED MATLS INC COM | $144 | 0.00% | 13 | 13 | — | $144 | 新建仓 |
| FLGT | FULGENT GENETICS INC COM | $143 | 0.00% | 9 | 9 | — | $143 | 新建仓 |
| CYRX | CRYOPORT INC COM PAR $0.001 | $141 | 0.00% | 17 | 17 | — | $141 | 新建仓 |
| FNLC | FIRST BANCORP INC ME COM | $140 | 0.00% | 5 | 5 | — | $140 | 新建仓 |
| MBLY | MOBILEYE GLOBAL INC COMMON CLASS A | $137 | 0.00% | 20 | -96 | -82.8% | -$658 | 减仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $137 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | DOUGLAS ELLIMAN INC COM | $136 | 0.00% | 83 | 83 | — | $136 | 新建仓 |
| — | CARLSMED INC COM | $136 | 0.00% | 15 | 15 | — | $136 | 新建仓 |
| CGON | CG ONCOLOGY INC COM | $135 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FHTX | FOGHORN THERAPEUTICS INC COM | $134 | 0.00% | 28 | 28 | — | $134 | 新建仓 |
| AOMR | ANGEL OAK MORTGAGE REIT INC COM | $132 | 0.00% | 16 | 16 | — | $132 | 新建仓 |
| — | OHIO VY BANC CORP COM | $132 | 0.00% | 3 | 3 | — | $132 | 新建仓 |
| SRPT | SAREPTA THERAPEUTICS INC COM | $131 | 0.00% | 6 | -4 | -40.0% | -$87 | 减仓 |
| SUZ | SUZANO S A SPON ADS | $130 | 0.00% | 13 | 13 | — | $130 | 新建仓 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $129 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| GSHD | GOOSEHEAD INS INC COM CL A | $128 | 0.00% | 3 | -76 | -96.2% | -$3,243 | 减仓 |
| JBTM | JBT MAREL CORPORATION COM | $128 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WGS | GENEDX HOLDINGS CORP COM CL A | $128 | 0.00% | 2 | 2 | — | $128 | 新建仓 |
| RSVR | RESERVOIR MEDIA INC COM | $127 | 0.00% | 13 | 13 | — | $127 | 新建仓 |
| BKSY | BLACKSKY TECHNOLOGY INC CL A NEW | $126 | 0.00% | 5 | 5 | — | $126 | 新建仓 |
| — | DRAGANFLY INC. COM | $123 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP COM | $122 | 0.00% | 14 | 14 | — | $122 | 新建仓 |
| JMSB | JOHN MARSHALL BANCORP INC COM | $122 | 0.00% | 6 | 6 | — | $122 | 新建仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC COM | $122 | 0.00% | 11 | 11 | — | $122 | 新建仓 |
| — | CITIZENS FINL SVCS INC COM | $122 | 0.00% | 2 | 2 | — | $122 | 新建仓 |
| — | SANUWAVE HEALTH INC COM | $121 | 0.00% | 7 | 7 | — | $121 | 新建仓 |
| — | ESPERION THERAPEUTICS INC NEW COM | $121 | 0.00% | 44 | 44 | — | $121 | 新建仓 |
| UGP | ULTRAPAR PARTICIPACOES SA SP ADR REP COM | $121 | 0.00% | 22 | 22 | — | $121 | 新建仓 |
| — | GREENWICH LIFESCIENCES INC COM | $120 | 0.00% | 5 | 5 | — | $120 | 新建仓 |
| BCML | BAYCOM CORP COM | $119 | 0.00% | 4 | 4 | — | $119 | 新建仓 |
| CDXS | CODEXIS INC COM | $119 | 0.00% | 73 | 73 | — | $119 | 新建仓 |
| PDLB | PONCE FINANCIAL GROUP INC COMMON STOCK | $117 | 0.00% | 7 | 7 | — | $117 | 新建仓 |
| ACCO | ACCO BRANDS CORP COM | $117 | 0.00% | 39 | 39 | — | $117 | 新建仓 |
| — | CPI CARD GROUP INC COM NEW | $116 | 0.00% | 8 | 8 | — | $116 | 新建仓 |
| ASPI | ASP ISOTOPES INC COM | $115 | 0.00% | 26 | 26 | — | $115 | 新建仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENTRO SPON ADR | $115 | 0.00% | 1 | 1 | — | $115 | 新建仓 |
| OPK | OPKO HEALTH INC COM | $114 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | HAMILTON BEACH BRANDS HLDG CO COM CL A | $114 | 0.00% | 6 | 6 | — | $114 | 新建仓 |
| XPOF | XPONENTIAL FITNESS INC COM CL A | $114 | 0.00% | 19 | 19 | — | $114 | 新建仓 |
| — | NEURONETICS INC COM | $112 | 0.00% | 77 | 77 | — | $112 | 新建仓 |
| FUNC | FIRST UTD CORP COM | $110 | 0.00% | 3 | 3 | — | $110 | 新建仓 |
| KOPN | KOPIN CORP COM | $110 | 0.00% | 49 | 49 | — | $110 | 新建仓 |
| — | NATIONAL BANKSHARES INC VA COM | $109 | 0.00% | 3 | 3 | — | $109 | 新建仓 |
| FRPH | FRP HLDGS INC COM | $109 | 0.00% | 5 | 5 | — | $109 | 新建仓 |
| GGB | GERDAU SA SPON ADR REP PFD | $108 | 0.00% | 30 | 30 | — | $108 | 新建仓 |
| — | POWERBANK CORP COM SHS | $107 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ACH | ACCENDRA HEALTH INC COM | $107 | 0.00% | 47 | 47 | — | $107 | 新建仓 |
| FULC | FULCRUM THERAPEUTICS INC COM | $107 | 0.00% | 14 | 14 | — | $107 | 新建仓 |
| — | AVITA MEDICAL INC COM | $107 | 0.00% | 29 | 29 | — | $107 | 新建仓 |
| TIMB | TIM S A SPONSORED ADR | $106 | 0.00% | 4 | 4 | — | $106 | 新建仓 |
| — | BED BATH & BEYOND INC WT EXP 100726 | $105 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| ATLC | ATLANTICUS HOLDINGS CORP COM | $105 | 0.00% | 2 | 2 | — | $105 | 新建仓 |
| — | NACCO INDS INC CL A | $104 | 0.00% | 2 | 2 | — | $104 | 新建仓 |
| — | EAGLE BANCORP MONT INC COM | $103 | 0.00% | 5 | 5 | — | $103 | 新建仓 |
| — | EVI INDS INC COM | $103 | 0.00% | 5 | 5 | — | $103 | 新建仓 |
| CRMD | CORMEDIX INC COM | $102 | 0.00% | 15 | 15 | — | $102 | 新建仓 |
| AMBQ | AMBIQ MICRO INC COMMON STOCK | $102 | 0.00% | 4 | 4 | — | $102 | 新建仓 |
| OSG | OCTAVE SPECIALTY GROUP INC COM NEW | $102 | 0.00% | 22 | 22 | — | $102 | 新建仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS INC COM | $102 | 0.00% | 11 | 11 | — | $102 | 新建仓 |
| SI | SHOULDER INNOVATIONS INC COMMON STOCK | $102 | 0.00% | 7 | 7 | — | $102 | 新建仓 |
| — | PRINCETON BANCORP INC COM | $101 | 0.00% | 3 | 3 | — | $101 | 新建仓 |
| ACRS | ACLARIS THERAPEUTICS INC COM | $101 | 0.00% | 27 | 27 | — | $101 | 新建仓 |
| — | ROUNDHILL MSTR WEEKLYPAY ETF | $100 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| RLGT | RADIANT LOGISTICS INC COM | $99 | 0.00% | 14 | 14 | — | $99 | 新建仓 |
| MYFW | FIRST WESTN FINL INC COM | $98 | 0.00% | 4 | 4 | — | $98 | 新建仓 |
| — | PRO-DEX INC COLO COM NEW | $98 | 0.00% | 2 | 2 | — | $98 | 新建仓 |
| — | INMUNE BIO INC COM | $98 | 0.00% | 87 | 87 | — | $98 | 新建仓 |
| — | AIRSHIP AI HLDGS INC COM | $97 | 0.00% | 43 | 43 | — | $97 | 新建仓 |
| — | OAK VY BANCORP OAKDALE CALIF COM | $97 | 0.00% | 3 | 3 | — | $97 | 新建仓 |
| PKOH | PARK-OHIO HLDGS CORP COM | $96 | 0.00% | 4 | 4 | — | $96 | 新建仓 |
| AMCX | AMC GLOBAL MEDIA INC CL A | $95 | 0.00% | 14 | 14 | — | $95 | 新建仓 |
| VIV | TELEFONICA BRASIL SA SPONSORED ADS | $95 | 0.00% | 6 | 6 | — | $95 | 新建仓 |
| SVRA | SAVARA INC COM | $93 | 0.00% | 17 | 17 | — | $93 | 新建仓 |
| — | ASCENT INDUSTRIES CO COM | $93 | 0.00% | 7 | 7 | — | $93 | 新建仓 |
| OPBK | OP BANCORP COM | $93 | 0.00% | 7 | 7 | — | $93 | 新建仓 |
| PSO | PEARSON PLC SPONSORED ADR | $92 | 0.00% | 7 | 3 | 75.0% | $39 | 加仓 |
| CIVB | CIVISTA BANCSHARES INC COM NO PAR | $91 | 0.00% | 4 | 4 | — | $91 | 新建仓 |
| — | HAIN CELESTIAL GROUP INC COM | $90 | 0.00% | 129 | 129 | — | $90 | 新建仓 |
| MEC | MAYVILLE ENGR CO INC COM | $90 | 0.00% | 5 | 5 | — | $90 | 新建仓 |
| — | THOMSON REUTERS CORP COM | $90 | 0.00% | 1 | 1 | — | $90 | 新建仓 |