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 |
|---|---|---|---|---|---|---|---|---|
| MCO | MOODYS CORP COM | $7.42万 | 0.00% | 170 | -49 | -22.4% | -$2.14万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $7.40万 | 0.00% | 1,254 | -766 | -37.9% | -$4.52万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $7.35万 | 0.00% | 1,043 | 112 | 12.0% | $7,897 | 加仓 |
| SLM | SLM CORP COM | $7.34万 | 0.00% | 3,429 | -4,544 | -57.0% | -$9.73万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $7.32万 | 0.00% | 3,000 | 3,000 | — | $7.32万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC COM | $7.30万 | 0.00% | 477 | 412 | 633.8% | $6.31万 | 加仓 |
| HAS | HASBRO INC COM | $7.30万 | 0.00% | 780 | 137 | 21.3% | $1.28万 | 加仓 |
| DOV | DOVER CORP COM | $7.30万 | 0.00% | 350 | 64 | 22.4% | $1.33万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $7.23万 | 0.00% | 221 | -13 | -5.6% | -$4,252 | 减仓 |
| HUBB | HUBBELL INC COM | $7.21万 | 0.00% | 147 | 31 | 26.7% | $1.52万 | 加仓 |
| TRMB | TRIMBLE INC COM | $7.18万 | 0.00% | 1,101 | 645 | 141.4% | $4.21万 | 加仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $7.17万 | 0.00% | 1,448 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $7.14万 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $7.13万 | 0.00% | 823 | 767 | 1,369.6% | $6.65万 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $7.12万 | 0.00% | 2,705 | 798 | 41.8% | $2.10万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $7.12万 | 0.00% | 2,368 | 1,252 | 112.2% | $3.76万 | 加仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $7.12万 | 0.00% | 978 | -264 | -21.3% | -$1.92万 | 减仓 |
| XPO | XPO INC COM | $7.04万 | 0.00% | 362 | 63 | 21.1% | $1.23万 | 加仓 |
| TWLO | TWILIO INC CL A | $7.03万 | 0.00% | 559 | 31 | 5.9% | $3,900 | 加仓 |
| IDXX | IDEXX LABS INC COM | $6.97万 | 0.00% | 124 | -12 | -8.8% | -$6,743 | 减仓 |
| FLS | FLOWSERVE CORP COM | $6.94万 | 0.00% | 944 | 464 | 96.7% | $3.41万 | 加仓 |
| AME | AMETEK INC COM | $6.92万 | 0.00% | 323 | 50 | 18.3% | $1.07万 | 加仓 |
| CLH | CLEAN HARBORS INC COM | $6.91万 | 0.00% | 241 | 120 | 99.2% | $3.44万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $6.88万 | 0.00% | 351 | 22 | 6.7% | $4,313 | 加仓 |
| WAB | WABTEC COM | $6.85万 | 0.00% | 274 | -47 | -14.6% | -$1.17万 | 减仓 |
| FLTB | FIDELITY LIMITED TERM BOND ETF | $6.84万 | 0.00% | 1,362 | 1,362 | — | $6.84万 | 新建仓 |
| FISV | FISERV INC COM | $6.82万 | 0.00% | 1,222 | 64 | 5.5% | $3,571 | 加仓 |
| JLL | JONES LANG LASALLE INC COM | $6.79万 | 0.00% | 223 | 48 | 27.4% | $1.46万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $6.73万 | 0.00% | 527 | 253 | 92.3% | $3.23万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $6.72万 | 0.00% | 360 | 16 | 4.7% | $2,984 | 加仓 |
| GMED | GLOBUS MED INC CL A | $6.71万 | 0.00% | 779 | 580 | 291.5% | $5.00万 | 加仓 |
| ROKU | ROKU INC COM CL A | $6.70万 | 0.00% | 708 | 509 | 255.8% | $4.82万 | 加仓 |
| STT | STATE STR CORP COM | $6.68万 | 0.00% | 528 | -31 | -5.5% | -$3,923 | 减仓 |
| SFM | SPROUTS FMRS MKT INC COM | $6.68万 | 0.00% | 866 | 677 | 358.2% | $5.22万 | 加仓 |
| DGRS | WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | $6.67万 | 0.00% | 1,260 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES U.S. FINANCIALS ETF | $6.63万 | 0.00% | 563 | -34 | -5.7% | -$4,004 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $6.62万 | 0.00% | 13,163 | -55 | -0.4% | -$277 | 减仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $6.60万 | 0.00% | 2,576 | -1,082 | -29.6% | -$2.77万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $6.60万 | 0.00% | 227 | -15 | -6.2% | -$4,361 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $6.59万 | 0.00% | 335 | -102 | -23.3% | -$2.01万 | 减仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $6.58万 | 0.00% | 798 | -98 | -10.9% | -$8,084 | 减仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $6.57万 | 0.00% | 1,643 | 1,643 | — | $6.57万 | 新建仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $6.57万 | 0.00% | 2,952 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC COM | $6.56万 | 0.00% | 60 | 2 | 3.4% | $2,187 | 加仓 |
| RCAT | RED CAT HLDGS INC COM | $6.56万 | 0.00% | 5,009 | 9 | 0.2% | $118 | 重新持有 |
| OMF | ONEMAIN HLDGS INC COM | $6.54万 | 0.00% | 1,222 | 687 | 128.4% | $3.67万 | 加仓 |
| EWBC | EAST WEST BANCORP INC COM | $6.53万 | 0.00% | 612 | 142 | 30.2% | $1.52万 | 加仓 |
| QTUM | DEFIANCE QUANTUM ETF | $6.51万 | 0.00% | 606 | -1,518 | -71.5% | -$16.30万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $6.49万 | 0.00% | 453 | 51 | 12.7% | $7,305 | 加仓 |
| — | FIDELITY ETHEREUM FUND ETF | $6.48万 | 0.00% | 3,102 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $6.45万 | 0.00% | 699 | -49 | -6.6% | -$4,523 | 减仓 |
| ONEY | STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF | $6.45万 | 0.00% | 537 | 537 | — | $6.45万 | 新建仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $6.44万 | 0.00% | 805 | -284 | -26.1% | -$2.27万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $6.44万 | 0.00% | 4,117 | 333 | 8.8% | $5,211 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $6.41万 | 0.00% | 1,125 | 1,115 | 11,150.0% | $6.36万 | 加仓 |
| WCC | WESCO INTL INC COM | $6.40万 | 0.00% | 234 | 29 | 14.1% | $7,935 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $6.39万 | 0.00% | 793 | 580 | 272.3% | $4.67万 | 加仓 |
| VTRS | VIATRIS INC COM | $6.35万 | 0.00% | 4,699 | 1,006 | 27.2% | $1.36万 | 加仓 |
| IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $6.35万 | 0.00% | 1,318 | 1,318 | — | $6.35万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $6.35万 | 0.00% | 320 | -116 | -26.6% | -$2.30万 | 减仓 |
| PPG | PPG INDS INC COM | $6.31万 | 0.00% | 590 | 229 | 63.4% | $2.45万 | 加仓 |
| SPBO | STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF | $6.30万 | 0.00% | 2,170 | 2,170 | — | $6.30万 | 新建仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $6.29万 | 0.00% | 1,198 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP COM | $6.29万 | 0.00% | 1,576 | 197 | 14.3% | $7,860 | 加仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $6.28万 | 0.00% | 496 | 57 | 13.0% | $7,216 | 加仓 |
| MKSI | MKS INC. COM | $6.27万 | 0.00% | 273 | 132 | 93.6% | $3.03万 | 加仓 |
| BIIB | BIOGEN INC COM | $6.25万 | 0.00% | 341 | 156 | 84.3% | $2.86万 | 加仓 |
| CR | CRANE COMPANY COMMON STOCK | $6.24万 | 0.00% | 365 | 222 | 155.2% | $3.80万 | 加仓 |
| FOXA | FOX CORP CL A COM | $6.24万 | 0.00% | 1,068 | 7 | 0.7% | $409 | 加仓 |
| BALL | BALL CORP COM | $6.23万 | 0.00% | 1,054 | 513 | 94.8% | $3.03万 | 加仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $6.23万 | 0.00% | 519 | 310 | 148.3% | $3.72万 | 加仓 |
| FE | FIRSTENERGY CORP COM | $6.23万 | 0.00% | 1,229 | 735 | 148.8% | $3.72万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $6.20万 | 0.00% | 1,369 | 24 | 1.8% | $1,087 | 加仓 |
| JPEF | JPMORGAN EQUITY FOCUS ETF | $6.20万 | 0.00% | 863 | -16 | -1.8% | -$1,150 | 减仓 |
| EBND | SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | $6.18万 | 0.00% | 2,996 | 2,191 | 272.2% | $4.52万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $6.14万 | 0.00% | 1,363 | 426 | 45.5% | $1.92万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $6.13万 | 0.00% | 1,219 | 304 | 33.2% | $1.53万 | 加仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $6.12万 | 0.00% | 2,099 | 1,653 | 370.6% | $4.82万 | 加仓 |
| GL | GLOBE LIFE INC COM | $6.11万 | 0.00% | 439 | 83 | 23.3% | $1.16万 | 加仓 |
| — | STATE STREET SPDR S&P 1500 MOMENTUM TILT ETF | $6.11万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| AVRE | AVANTIS REAL ESTATE ETF | $6.10万 | 0.00% | 1,387 | 1,387 | — | $6.10万 | 新建仓 |
| AXTA | AXALTA COATING SYS LTD COM | $6.10万 | 0.00% | 2,202 | 1,648 | 297.5% | $4.56万 | 加仓 |
| TOUS | T. ROWE PRICE INTERNATIONAL EQUITY ETF | $6.08万 | 0.00% | 1,760 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC COM | $6.07万 | 0.00% | 516 | 39 | 8.2% | $4,587 | 加仓 |
| CNH | CNH INDL N V SHS | $6.04万 | 0.00% | 5,491 | 3,687 | 204.4% | $4.06万 | 加仓 |
| BX | BLACKSTONE INC COM | $6.04万 | 0.00% | 525 | -151 | -22.3% | -$1.74万 | 减仓 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $6.03万 | 0.00% | 696 | 186 | 36.5% | $1.61万 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $6.02万 | 0.00% | 441 | 52 | 13.4% | $7,096 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $6.02万 | 0.00% | 765 | 435 | 131.8% | $3.42万 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $6.00万 | 0.00% | 260 | -33 | -11.3% | -$7,621 | 减仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $6.00万 | 0.00% | 2,775 | 1,874 | 208.0% | $4.05万 | 加仓 |
| JGLO | JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF | $6.00万 | 0.00% | 919 | 919 | — | $6.00万 | 新建仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $6.00万 | 0.00% | 1,469 | 1,459 | 14,590.0% | $5.96万 | 加仓 |
| BBWI | BATH & BODY WORKS INC COM | $5.99万 | 0.00% | 3,210 | 3,140 | 4,485.7% | $5.86万 | 加仓 |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $5.97万 | 0.00% | 2,409 | -1,840 | -43.3% | -$4.56万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC COM | $5.96万 | 0.00% | 435 | 206 | 90.0% | $2.82万 | 加仓 |
| NTAP | NETAPP INC COM | $5.96万 | 0.00% | 582 | 22 | 3.9% | $2,253 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $5.95万 | 0.00% | 3,954 | 308 | 8.4% | $4,635 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $5.94万 | 0.00% | 6,768 | 5,518 | 441.4% | $4.84万 | 加仓 |
| CMS | CMS ENERGY CORP COM | $5.93万 | 0.00% | 764 | 406 | 113.4% | $3.15万 | 加仓 |