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 |
|---|---|---|---|---|---|---|---|---|
| — | ATLANTIC INTL CORP COM | $39 | 0.00% | 13 | 13 | — | $39 | 新建仓 |
| — | RIVERVIEW BANCORP INC COM | $39 | 0.00% | 7 | 7 | — | $39 | 新建仓 |
| — | BV FINL INC COM NEW | $38 | 0.00% | 2 | 2 | — | $38 | 新建仓 |
| — | SBC MED GROUP HLDGS INC COM | $38 | 0.00% | 9 | 9 | — | $38 | 新建仓 |
| — | SECURITY NATL FINL CORP CL A NEW | $38 | 0.00% | 4 | 4 | — | $38 | 新建仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS INC COM CL A | $37 | 0.00% | 13 | 13 | — | $37 | 新建仓 |
| — | MARKETWISE INC COM NEW CL A | $37 | 0.00% | 2 | 2 | — | $37 | 新建仓 |
| — | FINWARD BANCORP COM | $36 | 0.00% | 1 | 1 | — | $36 | 新建仓 |
| BETR | BETTER HOME & FINANCE HOLDING COM NEW CL A | $36 | 0.00% | 1 | 1 | — | $36 | 新建仓 |
| — | TRANSCONTINENTAL RLTY INVS COM NEW | $35 | 0.00% | 1 | 1 | — | $35 | 新建仓 |
| TBI | TRUEBLUE INC COM | $35 | 0.00% | 9 | 9 | — | $35 | 新建仓 |
| — | CHAIN BRIDGE BANCORP INC CL A | $35 | 0.00% | 1 | 1 | — | $35 | 新建仓 |
| — | CB FINL SVCS INC COM | $34 | 0.00% | 1 | 1 | — | $34 | 新建仓 |
| — | HAWTHORN BANCSHARES INC COM | $34 | 0.00% | 1 | 1 | — | $34 | 新建仓 |
| IHS | IHS HOLDING LIMITED ORD SHS | $33 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | ECB BANCORP INC COM | $33 | 0.00% | 2 | 2 | — | $33 | 新建仓 |
| — | TVARDI THERAPEUTICS INC COM | $32 | 0.00% | 10 | 10 | — | $32 | 新建仓 |
| — | WEYCO GROUP INC COM | $32 | 0.00% | 1 | 1 | — | $32 | 新建仓 |
| ENVX | ENOVIX CORPORATION COM | $31 | 0.00% | 6 | -500 | -98.8% | -$2,583 | 减仓 |
| — | RHINEBECK BANCORP INC COM | $31 | 0.00% | 2 | 2 | — | $31 | 新建仓 |
| — | CONSUMER PORTFOLIO SVCS INC COM | $31 | 0.00% | 4 | 4 | — | $31 | 新建仓 |
| DNUT | KRISPY KREME INC COM | $31 | 0.00% | 9 | 9 | — | $31 | 新建仓 |
| — | PIONEER BANCORP INC MD COM | $28 | 0.00% | 2 | 2 | — | $28 | 新建仓 |
| — | RICHMOND MUT BANCORPORATION COM | $27 | 0.00% | 2 | 2 | — | $27 | 新建仓 |
| — | LIFEVANTAGE CORP COM NEW | $26 | 0.00% | 6 | 6 | — | $26 | 新建仓 |
| TARA | PROTARA THERAPEUTICS INC COM STK | $26 | 0.00% | 5 | 5 | — | $26 | 新建仓 |
| — | NI HLDGS INC COM | $26 | 0.00% | 2 | 2 | — | $26 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC COM | $25 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | LANDMARK BANCORP INC COM | $25 | 0.00% | 1 | 1 | — | $25 | 新建仓 |
| SGRY | SURGERY PARTNERS INC COM | $24 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | PLAYSTUDIOS INC CLASS A COM | $24 | 0.00% | 51 | 51 | — | $24 | 新建仓 |
| — | ISPIRE TECHNOLOGY INC COM | $24 | 0.00% | 13 | 13 | — | $24 | 新建仓 |
| — | HANOVER BANCORP INC COM | $22 | 0.00% | 1 | 1 | — | $22 | 新建仓 |
| ADV | ADVANTAGE SOLUTIONS INC COM NEW CL A | $21 | 0.00% | 1 | 1 | — | $21 | 新建仓 |
| — | SB FINL GROUP INC COM | $21 | 0.00% | 1 | 1 | — | $21 | 新建仓 |
| OABI | OMNIAB INC COM | $20 | 0.00% | 13 | 13 | — | $20 | 新建仓 |
| — | LIFEZONE METALS LIMITED ORD SHS | $20 | 0.00% | 6 | 6 | — | $20 | 新建仓 |
| SMMT | SUMMIT THERAPEUTICS INC COM | $19 | 0.00% | 1 | -1 | -50.0% | -$19 | 减仓 |
| AEBI | AEBI SCHMIDT HLDG AG COM | $19 | 0.00% | 2 | 2 | — | $19 | 新建仓 |
| — | FORAFRIC GLOBAL PLC ORDINARY SHARES | $19 | 0.00% | 2 | 2 | — | $19 | 新建仓 |
| — | MYOMO INC COM NEW | $18 | 0.00% | 26 | 26 | — | $18 | 新建仓 |
| — | PAMT CORP COM | $17 | 0.00% | 2 | 2 | — | $17 | 新建仓 |
| — | SWK HLDGS CORP COM NEW | $17 | 0.00% | 1 | 1 | — | $17 | 新建仓 |
| UTZ | UTZ BRANDS INC COM CL A | $16 | 0.00% | 2 | -9 | -81.8% | -$72 | 减仓 |
| — | CITIZENS INC CL A | $15 | 0.00% | 3 | 3 | — | $15 | 新建仓 |
| — | MAUI LD & PINEAPPLE INC COM | $15 | 0.00% | 1 | 1 | — | $15 | 新建仓 |
| JBIO | JADE BIOSCIENCES INC COM NEW | $14 | 0.00% | 1 | 1 | — | $14 | 新建仓 |
| — | ACTUATE THERAPEUTICS INC COM | $14 | 0.00% | 5 | 5 | — | $14 | 新建仓 |
| — | ALTI GLOBAL INC CL A | $14 | 0.00% | 4 | 4 | — | $14 | 新建仓 |
| — | MOBILE INFRASTRUCTURE CORP COM SHS | $13 | 0.00% | 6 | 6 | — | $13 | 新建仓 |
| RNA | ATRIUM THERAPEUTICS INC COM | $13 | 0.00% | 1 | 1 | — | $13 | 新建仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COM NEW | $12 | 0.00% | 5 | -1 | -16.7% | -$2 | 减仓 |
| — | GOHEALTH INC CL A NEW | $11 | 0.00% | 7 | 7 | — | $11 | 新建仓 |
| — | KESTREL GROUP LTD COM | $11 | 0.00% | 1 | 1 | — | $11 | 新建仓 |
| — | LOGISTIC PROPERTIES OF THE AME USD ORD SHS | $10 | 0.00% | 3 | 3 | — | $10 | 新建仓 |
| — | JOURNEY MED CORP COM | $9 | 0.00% | 2 | 2 | — | $9 | 新建仓 |
| — | ATYR PHARMA INC COM NEW | $7 | 0.00% | 9 | 9 | — | $7 | 新建仓 |
| — | ZSPACE INC COM | $5 | 0.00% | 43 | 43 | — | $5 | 新建仓 |
| — | TEVOGEN BIO HLDGS INC COM NEW | $5 | 0.00% | 1 | 1 | — | $5 | 新建仓 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $4 | 0.00% | 0 | -21 | -100.0% | -$1,005 | 清仓 |
| GERN | GERON CORP COM | $4 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | SUPER LEAGUE ENTERPRISE INC COM NEW | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION COM NEW | $3 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MANU | MANCHESTER UTD PLC NEW ORD CL A | $3 | 0.00% | 0 | 0 | — | -$2 | 清仓 |
| — | CENNTRO INC COM | $2 | 0.00% | 14 | 14 | — | $2 | 新建仓 |
| — | ENERGOUS CORP COM NEW | $1 | 0.00% | 0 | 0 | — | — | 清仓 |
| NVDA | NVIDIA CORPORATION COM 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $0 | 0.00% | 0 | -3,500 | -100.0% | -$12.47万 | 清仓 |
| IPKW | INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF | $0 | 0.00% | 0 | -1,944 | -100.0% | -$10.80万 | 清仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $0 | 0.00% | 0 | -1,762 | -100.0% | -$9.53万 | 清仓 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $0 | 0.00% | 0 | -935 | -100.0% | -$8.82万 | 清仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $0 | 0.00% | 0 | -1,200 | -100.0% | -$7.97万 | 清仓 |
| JMEE | JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $0 | 0.00% | 0 | -1,162 | -100.0% | -$7.48万 | 清仓 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $0 | 0.00% | 0 | -716 | -100.0% | -$6.89万 | 清仓 |
| ICLO | INVESCO AAA CLO FLOATING RATE NOTE ETF | $0 | 0.00% | 0 | -2,045 | -100.0% | -$5.22万 | 清仓 |
| — | CYBERARK SOFTWARE LTD SHS | $0 | 0.00% | 0 | -117 | -100.0% | -$5.22万 | 清仓 |
| — | COMERICA INC COM | $0 | 0.00% | 0 | -581 | -100.0% | -$5.05万 | 清仓 |
| RSKD | RISKIFIED LTD SHS CL A 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$4.97万 | 清仓 |
| BAB | INVESCO TAXABLE MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -1,194 | -100.0% | -$3.25万 | 清仓 |
| SPGP | INVESCO S&P 500 GARP ETF | $0 | 0.00% | 0 | -250 | -100.0% | -$2.85万 | 清仓 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $0 | 0.00% | 0 | -520 | -100.0% | -$2.70万 | 清仓 |
| — | EXACT SCIENCES CORP COM | $0 | 0.00% | 0 | -229 | -100.0% | -$2.33万 | 清仓 |
| IUS | INVESCO RAFI STRATEGIC US ETF | $0 | 0.00% | 0 | -405 | -100.0% | -$2.31万 | 清仓 |
| — | SYNOVUS FINL CORP COM NEW | $0 | 0.00% | 0 | -460 | -100.0% | -$2.30万 | 清仓 |
| — | CADENCE BANK COM | $0 | 0.00% | 0 | -517 | -100.0% | -$2.21万 | 清仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $0 | 0.00% | 0 | -156 | -100.0% | -$2.01万 | 清仓 |
| BBH | VANECK BIOTECH ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$1.89万 | 清仓 |
| PHO | INVESCO WATER RESOURCES ETF | $0 | 0.00% | 0 | -261 | -100.0% | -$1.84万 | 清仓 |
| — | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF | $0 | 0.00% | 0 | -600 | -100.0% | -$1.77万 | 清仓 |
| — | ISHARES FLOATING RATE LOAN ACTIVE ETF | $0 | 0.00% | 0 | -298 | -100.0% | -$1.54万 | 清仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $0 | 0.00% | 0 | -225 | -100.0% | -$1.51万 | 清仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI COM | $0 | 0.00% | 0 | -1,499 | -100.0% | -$1.42万 | 清仓 |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | $0 | 0.00% | 0 | -383 | -100.0% | -$1.40万 | 清仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $0 | 0.00% | 0 | -284 | -100.0% | -$1.29万 | 清仓 |
| — | UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF | $0 | 0.00% | 0 | -278 | -100.0% | -$1.27万 | 清仓 |
| RSKD | RISKIFIED LTD SHS CL A | $0 | 0.00% | 0 | -2,500 | -100.0% | -$1.24万 | 清仓 |
| — | AGILON HEALTH INC COM | $0 | 0.00% | 0 | -17,804 | -100.0% | -$1.23万 | 清仓 |
| — | BLACKROCK CALIF MUN INCOME TR SH BEN INT | $0 | 0.00% | 0 | -1,100 | -100.0% | -$1.18万 | 清仓 |
| PBUS | INVESCO MSCI USA ETF | $0 | 0.00% | 0 | -166 | -100.0% | -$1.14万 | 清仓 |
| — | DAYFORCE INC COM | $0 | 0.00% | 0 | -147 | -100.0% | -$1.02万 | 清仓 |