Root Financial Partners, LLC
ENCINITAS CA · SEC CIK 0001977181
$25.74亿2026Q2 申报市值
410持仓数
65.6%前十大占比 · 第一大 16.6%
10 / 3068新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DFLV 加仓+$6,208.08万
DIMENSIONAL U.S. 加仓+$6,119.81万
DFEV 加仓+$4,785.09万
DFSD 加仓+$3,084.41万
DFCF 加仓+$2,472.12万
2026Q2 卖出最多 按季末市值估算
DFUS 减仓-$7,597.52万
DFUV 减仓-$1,360.53万
DIMENSIONAL US S 减仓-$905.75万
DFAE 减仓-$600.31万
AAPL 减仓-$215.46万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PNFP | PINNACLE FINL PARTNERS INC COM | $0 | 0.00% | 0 | -247 | -100.0% | -$2.13万 | 清仓 |
| RMBS | RAMBUS INC DEL COM | $0 | 0.00% | 0 | -247 | -100.0% | -$2.12万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC COM | $0 | 0.00% | 0 | -62 | -100.0% | -$2.12万 | 清仓 |
| SFNC | SIMMONS FIRST NATL CORP CL A $1 PAR | $0 | 0.00% | 0 | -1,089 | -100.0% | -$2.12万 | 清仓 |
| MYRG | MYR GROUP INC COM | $0 | 0.00% | 0 | -75 | -100.0% | -$2.12万 | 清仓 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -628 | -100.0% | -$2.12万 | 清仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $0 | 0.00% | 0 | -911 | -100.0% | -$2.12万 | 清仓 |
| — | 2X ETHER ETF | $0 | 0.00% | 0 | -944 | -100.0% | -$2.11万 | 清仓 |
| YOU | CLEAR SECURE INC COM CL A | $0 | 0.00% | 0 | -434 | -100.0% | -$2.10万 | 清仓 |
| SIG | SIGNET JEWELERS LIMITED SHS | $0 | 0.00% | 0 | -248 | -100.0% | -$2.10万 | 清仓 |
| IPAR | INTERPARFUMS INC COM | $0 | 0.00% | 0 | -231 | -100.0% | -$2.10万 | 清仓 |
| JNUG | DIREXION DAILY JUNIOR GOLD MINERS INDEX BULL 2X ETF | $0 | 0.00% | 0 | -105 | -100.0% | -$2.09万 | 清仓 |
| TNL | TRAVEL PLUS LEISURE CO COM | $0 | 0.00% | 0 | -302 | -100.0% | -$2.09万 | 清仓 |
| FIBK | FIRST INTST BANCSYSTEM INC COM | $0 | 0.00% | 0 | -624 | -100.0% | -$2.08万 | 清仓 |
| EXP | EAGLE MATLS INC COM | $0 | 0.00% | 0 | -110 | -100.0% | -$2.08万 | 清仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $0 | 0.00% | 0 | -959 | -100.0% | -$2.08万 | 清仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM CL A | $0 | 0.00% | 0 | -1,080 | -100.0% | -$2.07万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $0 | 0.00% | 0 | -212 | -100.0% | -$2.06万 | 清仓 |
| COLB | COLUMBIA BKG SYS INC COM | $0 | 0.00% | 0 | -750 | -100.0% | -$2.06万 | 清仓 |
| POOL | POOL CORP COM | $0 | 0.00% | 0 | -101 | -100.0% | -$2.04万 | 清仓 |
| OKTA | OKTA INC CL A | $0 | 0.00% | 0 | -259 | -100.0% | -$2.04万 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $0 | 0.00% | 0 | -773 | -100.0% | -$2.02万 | 清仓 |
| BRC | BRADY CORP CL A | $0 | 0.00% | 0 | -248 | -100.0% | -$2.01万 | 清仓 |
| CNS | COHEN & STEERS INC COM | $0 | 0.00% | 0 | -322 | -100.0% | -$2.01万 | 清仓 |
| VAL | VALARIS LTD CL A | $0 | 0.00% | 0 | -205 | -100.0% | -$2.01万 | 清仓 |
| WLK | WESTLAKE CORPORATION COM | $0 | 0.00% | 0 | -172 | -100.0% | -$2.01万 | 清仓 |
| INVH | INVITATION HOMES INC COM | $0 | 0.00% | 0 | -807 | -100.0% | -$2.01万 | 清仓 |
| GLOB | GLOBANT S A COM | $0 | 0.00% | 0 | -433 | -100.0% | -$2.00万 | 清仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $0 | 0.00% | 0 | -447 | -100.0% | -$1.99万 | 清仓 |
| URBN | URBAN OUTFITTERS INC COM | $0 | 0.00% | 0 | -314 | -100.0% | -$1.99万 | 清仓 |
| TTMI | TTM TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -204 | -100.0% | -$1.99万 | 清仓 |
| KE | KIMBALL ELECTRONICS INC COM | $0 | 0.00% | 0 | -836 | -100.0% | -$1.98万 | 清仓 |
| CPA | COPA HOLDINGS SA CL A | $0 | 0.00% | 0 | -174 | -100.0% | -$1.98万 | 清仓 |
| PODD | INSULET CORP COM | $0 | 0.00% | 0 | -94 | -100.0% | -$1.97万 | 清仓 |
| LINE | LINEAGE INC COM | $0 | 0.00% | 0 | -599 | -100.0% | -$1.96万 | 清仓 |
| LNC | LINCOLN NATL CORP IND COM | $0 | 0.00% | 0 | -551 | -100.0% | -$1.96万 | 清仓 |
| RLI | RLI CORP COM | $0 | 0.00% | 0 | -342 | -100.0% | -$1.95万 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $0 | 0.00% | 0 | -72 | -100.0% | -$1.95万 | 清仓 |
| — | INVESCO S&P 500 VALUE WITH MOMENTUM ETF | $0 | 0.00% | 0 | -283 | -100.0% | -$1.95万 | 清仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $0 | 0.00% | 0 | -214 | -100.0% | -$1.94万 | 清仓 |
| LAD | LITHIA MTRS INC COM | $0 | 0.00% | 0 | -77 | -100.0% | -$1.92万 | 清仓 |
| NTB | BANK OF N T BUTTERFIELD & SON SHS NEW | $0 | 0.00% | 0 | -366 | -100.0% | -$1.92万 | 清仓 |
| TM | TOYOTA MOTOR CORP ADS | $0 | 0.00% | 0 | -93 | -100.0% | -$1.92万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $0 | 0.00% | 0 | -1,202 | -100.0% | -$1.91万 | 清仓 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $0 | 0.00% | 0 | -242 | -100.0% | -$1.91万 | 清仓 |
| CRBG | COREBRIDGE FINL INC COM | $0 | 0.00% | 0 | -801 | -100.0% | -$1.91万 | 清仓 |
| ONEV | STATE STREET SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF | $0 | 0.00% | 0 | -142 | -100.0% | -$1.91万 | 清仓 |
| ASB | ASSOCIATED BANC-CORP COM | $0 | 0.00% | 0 | -736 | -100.0% | -$1.90万 | 清仓 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $0 | 0.00% | 0 | -477 | -100.0% | -$1.90万 | 清仓 |
| ALC | ALCON AG ORD SHS | $0 | 0.00% | 0 | -252 | -100.0% | -$1.90万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $0 | 0.00% | 0 | -2,072 | -100.0% | -$1.89万 | 清仓 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $0 | 0.00% | 0 | -1,534 | -100.0% | -$1.89万 | 清仓 |
| VIRT | VIRTU FINL INC CL A | $0 | 0.00% | 0 | -430 | -100.0% | -$1.89万 | 清仓 |
| UNF | UNIFIRST CORP MASS COM | $0 | 0.00% | 0 | -75 | -100.0% | -$1.89万 | 清仓 |
| AVAV | AEROVIRONMENT INC COM | $0 | 0.00% | 0 | -103 | -100.0% | -$1.89万 | 清仓 |
| BRX | BRIXMOR PPTY GROUP INC COM | $0 | 0.00% | 0 | -653 | -100.0% | -$1.88万 | 清仓 |
| BOH | BANK HAWAII CORP COM | $0 | 0.00% | 0 | -253 | -100.0% | -$1.88万 | 清仓 |
| HXL | HEXCEL CORP NEW COM | $0 | 0.00% | 0 | -232 | -100.0% | -$1.88万 | 清仓 |
| BDC | BELDEN INC COM | $0 | 0.00% | 0 | -162 | -100.0% | -$1.86万 | 清仓 |
| ALKS | ALKERMES PLC SHS | $0 | 0.00% | 0 | -526 | -100.0% | -$1.86万 | 清仓 |
| TOST | TOAST INC CL A | $0 | 0.00% | 0 | -701 | -100.0% | -$1.86万 | 清仓 |
| TECH | BIO-TECHNE CORP COM | $0 | 0.00% | 0 | -354 | -100.0% | -$1.85万 | 清仓 |
| WPC | WP CAREY INC COM | $0 | 0.00% | 0 | -272 | -100.0% | -$1.85万 | 清仓 |
| ADT | ADT INC DEL COM | $0 | 0.00% | 0 | -2,803 | -100.0% | -$1.84万 | 清仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $0 | 0.00% | 0 | -371 | -100.0% | -$1.84万 | 清仓 |
| — | CHART INDS INC COM | $0 | 0.00% | 0 | -89 | -100.0% | -$1.84万 | 清仓 |
| HQY | HEALTHEQUITY INC COM | $0 | 0.00% | 0 | -220 | -100.0% | -$1.84万 | 清仓 |
| KGS | KODIAK GAS SVCS INC COM | $0 | 0.00% | 0 | -315 | -100.0% | -$1.84万 | 清仓 |
| — | ARCOSA INC COM | $0 | 0.00% | 0 | -173 | -100.0% | -$1.84万 | 清仓 |
| GILT | GILAT SATELLITE NETWORKS LTD SHS NEW | $0 | 0.00% | 0 | -1,222 | -100.0% | -$1.84万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $0 | 0.00% | 0 | -85 | -100.0% | -$1.83万 | 清仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $0 | 0.00% | 0 | -317 | -100.0% | -$1.83万 | 清仓 |
| OSIS | OSI SYSTEMS INC COM | $0 | 0.00% | 0 | -69 | -100.0% | -$1.83万 | 清仓 |
| ARKK | ARK INNOVATION ETF | $0 | 0.00% | 0 | -270 | -100.0% | -$1.83万 | 清仓 |
| THO | THOR INDS INC COM | $0 | 0.00% | 0 | -228 | -100.0% | -$1.82万 | 清仓 |
| GPOR | GULFPORT ENERGY CORP COMMON SHARES | $0 | 0.00% | 0 | -86 | -100.0% | -$1.82万 | 清仓 |
| CZR | CAESARS ENTERTAINMENT INC NEW COM | $0 | 0.00% | 0 | -688 | -100.0% | -$1.82万 | 清仓 |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | $0 | 0.00% | 0 | -388 | -100.0% | -$1.81万 | 清仓 |
| MTDR | MATADOR RES CO COM | $0 | 0.00% | 0 | -287 | -100.0% | -$1.81万 | 清仓 |
| STWD | STARWOOD PPTY TR INC COM | $0 | 0.00% | 0 | -1,050 | -100.0% | -$1.81万 | 清仓 |
| INSW | INTERNATIONAL SEAWAYS INC COM | $0 | 0.00% | 0 | -248 | -100.0% | -$1.81万 | 清仓 |
| TTEK | TETRA TECH INC NEW COM | $0 | 0.00% | 0 | -600 | -100.0% | -$1.81万 | 清仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $0 | 0.00% | 0 | -205 | -100.0% | -$1.80万 | 清仓 |
| PATK | PATRICK INDS INC COM | $0 | 0.00% | 0 | -162 | -100.0% | -$1.80万 | 清仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $0 | 0.00% | 0 | -347 | -100.0% | -$1.80万 | 清仓 |
| AGNT | EXP WORLD HLDGS INC COM | $0 | 0.00% | 0 | -2,997 | -100.0% | -$1.80万 | 清仓 |
| P | EVERPURE INC CL A | $0 | 0.00% | 0 | -304 | -100.0% | -$1.79万 | 清仓 |
| NWS | NEWS CORP NEW CL B | $0 | 0.00% | 0 | -629 | -100.0% | -$1.79万 | 清仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP COM | $0 | 0.00% | 0 | -399 | -100.0% | -$1.79万 | 清仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL INC COM | $0 | 0.00% | 0 | -850 | -100.0% | -$1.78万 | 清仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $0 | 0.00% | 0 | -320 | -100.0% | -$1.78万 | 清仓 |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | $0 | 0.00% | 0 | -253 | -100.0% | -$1.78万 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $0 | 0.00% | 0 | -227 | -100.0% | -$1.77万 | 清仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $0 | 0.00% | 0 | -218 | -100.0% | -$1.77万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $0 | 0.00% | 0 | -777 | -100.0% | -$1.77万 | 清仓 |
| CE | CELANESE CORP DEL COM | $0 | 0.00% | 0 | -269 | -100.0% | -$1.77万 | 清仓 |
| HP | HELMERICH & PAYNE INC COM | $0 | 0.00% | 0 | -491 | -100.0% | -$1.77万 | 清仓 |
| BKU | BANKUNITED INC COM | $0 | 0.00% | 0 | -391 | -100.0% | -$1.77万 | 清仓 |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $0 | 0.00% | 0 | -234 | -100.0% | -$1.77万 | 清仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $0 | 0.00% | 0 | -2,212 | -100.0% | -$1.76万 | 清仓 |