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 |
|---|---|---|---|---|---|---|---|---|
| — | GREENE CNTY BANCORP INC COM | $90 | 0.00% | 4 | 4 | — | $90 | 新建仓 |
| INNV | INNOVAGE HLDG CORP COM | $88 | 0.00% | 11 | 11 | — | $88 | 新建仓 |
| — | NEXTNRG INC COM | $88 | 0.00% | 219 | 219 | — | $88 | 新建仓 |
| BWLP | BW LPG LTD COM | $87 | 0.00% | 5 | 5 | — | $87 | 新建仓 |
| — | MEDALLION FINANCIAL CORP COM | $86 | 0.00% | 10 | 10 | — | $86 | 新建仓 |
| — | CARTESIAN THERAPEUTICS INC COM NEW | $86 | 0.00% | 14 | 14 | — | $86 | 新建仓 |
| ARLO | ARLO TECHNOLOGIES INC COM | $85 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HRMY | HARMONY BIOSCIENCES HLDGS INC COM | $84 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | AGENUS INC COM NEW | $84 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | $83 | 0.00% | 2 | 2 | — | $83 | 新建仓 |
| — | STRAWBERRY FIELDS REIT INC COM | $83 | 0.00% | 7 | 7 | — | $83 | 新建仓 |
| — | GOPRO INC CL A | $82 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| — | KORU MEDICAL SYSTEMS INC COM | $82 | 0.00% | 19 | 19 | — | $82 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC COM | $81 | 0.00% | 2 | -162 | -98.8% | -$6,561 | 减仓 |
| BSVN | BANK7 CORP COM | $80 | 0.00% | 2 | 2 | — | $80 | 新建仓 |
| KMTS | KESTRA MED TECHNOLOGIES LTD SHS | $80 | 0.00% | 4 | 4 | — | $80 | 新建仓 |
| AEVA | AEVA TECHNOLOGIES INC COM NEW | $79 | 0.00% | 6 | 6 | — | $79 | 新建仓 |
| CIG | CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD | $79 | 0.00% | 33 | 33 | — | $79 | 新建仓 |
| — | PICARD MEDICAL INC COM SHS | $78 | 0.00% | 75 | 75 | — | $78 | 新建仓 |
| — | MAMMOTH ENERGY SVCS INC COM | $78 | 0.00% | 32 | 32 | — | $78 | 新建仓 |
| KN | KNOWLES CORP COM | $77 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| JACK | JACK IN THE BOX INC COM | $77 | 0.00% | 8 | 8 | — | $77 | 新建仓 |
| — | ACRES COMMERCIAL REALTY CORP COM NEW | $77 | 0.00% | 4 | 4 | — | $77 | 新建仓 |
| RCKY | ROCKY BRANDS INC COM | $77 | 0.00% | 2 | 2 | — | $77 | 新建仓 |
| — | RCM TECHNOLOGIES INC COM NEW | $77 | 0.00% | 4 | 4 | — | $77 | 新建仓 |
| — | VIRGINIA NATL BK CHRLOTSVLE VA COM | $76 | 0.00% | 2 | 2 | — | $76 | 新建仓 |
| — | AUDIOEYE INC COM NEW | $76 | 0.00% | 12 | 12 | — | $76 | 新建仓 |
| — | REPOSITRAK INC COM NEW | $76 | 0.00% | 10 | 10 | — | $76 | 新建仓 |
| ENIC | ENEL CHILE SA SPONSORED ADR | $75 | 0.00% | 19 | 19 | — | $75 | 新建仓 |
| — | FRANKLIN STR PPTYS CORP COM | $74 | 0.00% | 111 | 111 | — | $74 | 新建仓 |
| — | C & F FINL CORP COM | $73 | 0.00% | 1 | 1 | — | $73 | 新建仓 |
| — | CLARUS CORP NEW COM | $73 | 0.00% | 27 | 27 | — | $73 | 新建仓 |
| — | UNION BANKSHARES INC COM | $73 | 0.00% | 3 | 3 | — | $73 | 新建仓 |
| IMOS | CHIPMOS TECHNOLOGIES INC SPONSORD ADS NEW | $72 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | NEKTAR THERAPEUTICS COM NEW | $72 | 0.00% | 1 | 1 | — | $72 | 新建仓 |
| ARKO | ARKO CORP COM | $72 | 0.00% | 13 | 13 | — | $72 | 新建仓 |
| — | SPEAR ALPHA ETF | $71 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OPRA | OPERA LTD SPONSORED ADS | $71 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | EAGLE FINL SVCS INC COM | $70 | 0.00% | 2 | 2 | — | $70 | 新建仓 |
| — | FUTUREFUEL CORP COM | $69 | 0.00% | 18 | 18 | — | $69 | 新建仓 |
| — | ESCALADE INC COM | $69 | 0.00% | 4 | 4 | — | $69 | 新建仓 |
| BILI | BILIBILI INC SPONS ADS REP Z | $68 | 0.00% | 3 | 3 | — | $68 | 新建仓 |
| — | PRAIRIE OPER CO COM | $67 | 0.00% | 33 | 33 | — | $67 | 新建仓 |
| — | YIELDMAX TSLA OPTION INCOME STRATEGY ETF | $66 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ONT | MONTROSE ENVIRONMENTAL GROUP I COM | $66 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| GPRE | GREEN PLAINS INC COM | $66 | 0.00% | 4 | 4 | — | $66 | 新建仓 |
| — | PATRIOT NATL BANCORP INC COM NEW | $66 | 0.00% | 51 | 51 | — | $66 | 新建仓 |
| — | DEFINITIVE HEALTHCARE CORP CLASS A COM | $65 | 0.00% | 53 | 53 | — | $65 | 新建仓 |
| EYPT | EYEPOINT INC COM NEW | $64 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL BALL METAVERSE ETF | $64 | 0.00% | 4 | 4 | — | $64 | 新建仓 |
| — | NL INDS INC COM NEW | $64 | 0.00% | 11 | 11 | — | $64 | 新建仓 |
| — | DOMO INC COM CL B | $64 | 0.00% | 21 | 21 | — | $64 | 新建仓 |
| — | UNITED SEC BANCSHARES CALIF COM | $63 | 0.00% | 6 | 6 | — | $63 | 新建仓 |
| — | ORION PROPERTIES INC COM | $62 | 0.00% | 29 | -9 | -23.7% | -$19 | 减仓 |
| UTMD | UTAH MED PRODS INC COM | $62 | 0.00% | 1 | 1 | — | $62 | 新建仓 |
| — | EASTERN CO COM | $61 | 0.00% | 3 | 3 | — | $61 | 新建仓 |
| — | STRATUS PPTYS INC COM NEW | $61 | 0.00% | 2 | 2 | — | $61 | 新建仓 |
| — | TEADS HLDG CO COM | $60 | 0.00% | 91 | 91 | — | $60 | 新建仓 |
| — | ARRIVE AI INC COM NEW | $59 | 0.00% | 74 | 74 | — | $59 | 新建仓 |
| — | TRUBRIDGE INC COM | $59 | 0.00% | 4 | 4 | — | $59 | 新建仓 |
| FRMI | FERMI INC COM | $58 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | MARINE PRODS CORP COM | $58 | 0.00% | 8 | 8 | — | $58 | 新建仓 |
| GNE | GENIE ENERGY LTD CL B | $57 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY G SPON ADR | $57 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | FOLD HLDGS INC COM CL A | $57 | 0.00% | 43 | 43 | — | $57 | 新建仓 |
| — | AMERICAN OUTDOOR BRANDS INC COM | $56 | 0.00% | 6 | 6 | — | $56 | 新建仓 |
| FSTR | FOSTER L B CO COM | $56 | 0.00% | 2 | 2 | — | $56 | 新建仓 |
| ABX | ABACUS GLOBAL MGMT INC CL A | $55 | 0.00% | 7 | 7 | — | $55 | 新建仓 |
| CHMG | CHEMUNG FINL CORP COM | $54 | 0.00% | 1 | 1 | — | $54 | 新建仓 |
| — | GBANK FINL HLDGS INC COM | $54 | 0.00% | 2 | 2 | — | $54 | 新建仓 |
| — | SOUTHLAND HLDGS INC COM | $53 | 0.00% | 41 | 41 | — | $53 | 新建仓 |
| SARO | STANDARDAERO INC COM | $52 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | FLYEXCLUSIVE INC COM CL A | $52 | 0.00% | 23 | 23 | — | $52 | 新建仓 |
| — | KINGSWAY FINL SVCS INC COM NEW | $52 | 0.00% | 5 | 5 | — | $52 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $51 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| USA | LIBERTY ALL STAR EQUITY FD SH BEN INT | $50 | 0.00% | 9 | 7 | 350.0% | $39 | 加仓 |
| — | FIRST CAP INC COM | $50 | 0.00% | 1 | 1 | — | $50 | 新建仓 |
| BB | BLACKBERRY LTD COM | $49 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | WESTWOOD HLDGS GROUP INC COM | $49 | 0.00% | 3 | 3 | — | $49 | 新建仓 |
| NB | NIOCORP DEVS LTD COM NEW | $49 | 0.00% | 11 | 11 | — | $49 | 新建仓 |
| — | LANZATECH GLOBAL INC COM NEW | $48 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | MEDIWOUND LTD SHS NEW | $48 | 0.00% | 3 | 3 | — | $48 | 新建仓 |
| — | TRISALUS LIFE SCIENCES INC COM | $48 | 0.00% | 12 | 12 | — | $48 | 新建仓 |
| BST | BLACKROCK SCIENCE & TECHNOLOGY SHS | $47 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AURA | AURA BIOSCIENCES INC COM | $47 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FC | FRANKLIN COVEY CO COM | $47 | 0.00% | 3 | 3 | — | $47 | 新建仓 |
| — | ACCURAY INC DEL COM | $47 | 0.00% | 121 | 121 | — | $47 | 新建仓 |
| — | TRIPLEPOINT VENTURE GROWTH BDC COM | $46 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORP COM | $46 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CMT | CORE MOLDING TECHNOLOGIES INC COM | $45 | 0.00% | 2 | 2 | — | $45 | 新建仓 |
| STGW | STAGWELL INC COM CL A | $44 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | VUZIX CORP COM NEW | $44 | 0.00% | 19 | 19 | — | $44 | 新建仓 |
| — | LIVEWIRE GROUP INC COM | $43 | 0.00% | 26 | 26 | — | $43 | 新建仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $42 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BASSETT FURNITURE INDS INC COM | $42 | 0.00% | 3 | 3 | — | $42 | 新建仓 |
| — | GAMESTOP CORP NEW WT EXP 103026 | $42 | 0.00% | 11 | 11 | — | $42 | 新建仓 |
| BNT | BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB | $41 | 0.00% | 1 | 1 | — | $41 | 新建仓 |
| GDS | GDS HLDGS LTD SPONSORED ADS | $40 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | SILVERCREST ASSET MGMT GROUP CL A | $40 | 0.00% | 3 | 3 | — | $40 | 新建仓 |
| BALY | BALLYS CORPORATION COMMON STOCK | $39 | 0.00% | 4 | 4 | — | $39 | 新建仓 |