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 |
|---|---|---|---|---|---|---|---|---|
| SFBS | SERVISFIRST BANCSHARES INC COM | $0 | 0.00% | 0 | -240 | -100.0% | -$1.75万 | 清仓 |
| TFX | TELEFLEX INCORPORATED COM | $0 | 0.00% | 0 | -146 | -100.0% | -$1.75万 | 清仓 |
| TENB | TENABLE HLDGS INC COM | $0 | 0.00% | 0 | -1,032 | -100.0% | -$1.75万 | 清仓 |
| AXON | AXON ENTERPRISE INC COM | $0 | 0.00% | 0 | -41 | -100.0% | -$1.74万 | 清仓 |
| KNF | KNIFE RIVER CORP COMMON STOCK | $0 | 0.00% | 0 | -213 | -100.0% | -$1.74万 | 清仓 |
| FFBC | 1ST FINL BANCORP COM | $0 | 0.00% | 0 | -623 | -100.0% | -$1.74万 | 清仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $0 | 0.00% | 0 | -683 | -100.0% | -$1.73万 | 清仓 |
| MTN | VAIL RESORTS INC COM | $0 | 0.00% | 0 | -135 | -100.0% | -$1.73万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $0 | 0.00% | 0 | -101 | -100.0% | -$1.73万 | 清仓 |
| BRZE | BRAZE INC COM CL A | $0 | 0.00% | 0 | -732 | -100.0% | -$1.73万 | 清仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $0 | 0.00% | 0 | -370 | -100.0% | -$1.72万 | 清仓 |
| VCTR | VICTORY CAP HLDGS INC DEL COM CL A | $0 | 0.00% | 0 | -262 | -100.0% | -$1.72万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -50 | -100.0% | -$1.71万 | 清仓 |
| UDR | UDR INC COM | $0 | 0.00% | 0 | -506 | -100.0% | -$1.71万 | 清仓 |
| GH | GUARDANT HEALTH INC COM | $0 | 0.00% | 0 | -185 | -100.0% | -$1.71万 | 清仓 |
| FICO | FAIR ISAAC CORP COM | $0 | 0.00% | 0 | -16 | -100.0% | -$1.71万 | 清仓 |
| ASO | ACADEMY SPORTS & OUTDOORS INC COM | $0 | 0.00% | 0 | -302 | -100.0% | -$1.70万 | 清仓 |
| CVBF | CVB FINL CORP COM | $0 | 0.00% | 0 | -879 | -100.0% | -$1.70万 | 清仓 |
| ESAB | ESAB CORPORATION COM | $0 | 0.00% | 0 | -176 | -100.0% | -$1.70万 | 清仓 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $0 | 0.00% | 0 | -182 | -100.0% | -$1.70万 | 清仓 |
| BHF | BRIGHTHOUSE FINL INC COM | $0 | 0.00% | 0 | -283 | -100.0% | -$1.69万 | 清仓 |
| MHO | M/I HOMES INC COM | $0 | 0.00% | 0 | -138 | -100.0% | -$1.69万 | 清仓 |
| AGX | ARGAN INC COM | $0 | 0.00% | 0 | -31 | -100.0% | -$1.69万 | 清仓 |
| SLGN | SILGAN HLDGS INC COM | $0 | 0.00% | 0 | -434 | -100.0% | -$1.68万 | 清仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC COMMON STOCK | $0 | 0.00% | 0 | -625 | -100.0% | -$1.68万 | 清仓 |
| VRNS | VARONIS SYS INC COM | $0 | 0.00% | 0 | -783 | -100.0% | -$1.68万 | 清仓 |
| MFC | MANULIFE FINL CORP COM | $0 | 0.00% | 0 | -488 | -100.0% | -$1.68万 | 清仓 |
| FELE | FRANKLIN ELEC INC COM | $0 | 0.00% | 0 | -182 | -100.0% | -$1.68万 | 清仓 |
| PVH | PVH CORPORATION COM | $0 | 0.00% | 0 | -240 | -100.0% | -$1.67万 | 清仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $0 | 0.00% | 0 | -238 | -100.0% | -$1.67万 | 清仓 |
| SIGI | SELECTIVE INS GROUP INC COM | $0 | 0.00% | 0 | -221 | -100.0% | -$1.67万 | 清仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $0 | 0.00% | 0 | -734 | -100.0% | -$1.66万 | 清仓 |
| HLN | HALEON PLC SPON ADS | $0 | 0.00% | 0 | -1,663 | -100.0% | -$1.66万 | 清仓 |
| — | DOUBLELINE COMMODITY STRATEGY ETF | $0 | 0.00% | 0 | -496 | -100.0% | -$1.65万 | 清仓 |
| CACC | CREDIT ACCEP CORP MICH COM | $0 | 0.00% | 0 | -39 | -100.0% | -$1.65万 | 清仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC COM | $0 | 0.00% | 0 | -387 | -100.0% | -$1.65万 | 清仓 |
| MTRN | MATERION CORP COM | $0 | 0.00% | 0 | -114 | -100.0% | -$1.65万 | 清仓 |
| ACT | ENACT HLDGS INC COM | $0 | 0.00% | 0 | -403 | -100.0% | -$1.64万 | 清仓 |
| GNW | GENWORTH FINL INC COM SHS | $0 | 0.00% | 0 | -2,020 | -100.0% | -$1.64万 | 清仓 |
| INTA | INTAPP INC COM | $0 | 0.00% | 0 | -633 | -100.0% | -$1.63万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $0 | 0.00% | 0 | -173 | -100.0% | -$1.62万 | 清仓 |
| MDU | MDU RES GROUP INC COM | $0 | 0.00% | 0 | -783 | -100.0% | -$1.62万 | 清仓 |
| CART | MAPLEBEAR INC COM | $0 | 0.00% | 0 | -432 | -100.0% | -$1.62万 | 清仓 |
| BKH | BLACK HILLS CORP COM | $0 | 0.00% | 0 | -233 | -100.0% | -$1.62万 | 清仓 |
| H | HYATT HOTELS CORP COM CL A | $0 | 0.00% | 0 | -112 | -100.0% | -$1.61万 | 清仓 |
| AIS | VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF | $0 | 0.00% | 0 | -384 | -100.0% | -$1.61万 | 清仓 |
| AUB | ATLANTIC UN BANKSHARES CORP COM | $0 | 0.00% | 0 | -448 | -100.0% | -$1.60万 | 清仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $0 | 0.00% | 0 | -1,114 | -100.0% | -$1.60万 | 清仓 |
| COLM | COLUMBIA SPORTSWEAR CO COM | $0 | 0.00% | 0 | -292 | -100.0% | -$1.60万 | 清仓 |
| OII | OCEANEERING INTL INC COM | $0 | 0.00% | 0 | -451 | -100.0% | -$1.60万 | 清仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $0 | 0.00% | 0 | -154 | -100.0% | -$1.59万 | 清仓 |
| RSI | RUSH STREET INTERACTIVE INC COM | $0 | 0.00% | 0 | -733 | -100.0% | -$1.59万 | 清仓 |
| BKE | BUCKLE INC COM | $0 | 0.00% | 0 | -316 | -100.0% | -$1.59万 | 清仓 |
| MDB | MONGODB INC CL A | $0 | 0.00% | 0 | -65 | -100.0% | -$1.59万 | 清仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $0 | 0.00% | 0 | -141 | -100.0% | -$1.59万 | 清仓 |
| TDS | TELEPHONE & DATA SYS INC COM NEW | $0 | 0.00% | 0 | -377 | -100.0% | -$1.59万 | 清仓 |
| BANR | BANNER CORP COM NEW | $0 | 0.00% | 0 | -261 | -100.0% | -$1.58万 | 清仓 |
| FUL | FULLER H B CO COM | $0 | 0.00% | 0 | -256 | -100.0% | -$1.58万 | 清仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM INC COM | $0 | 0.00% | 0 | -269 | -100.0% | -$1.58万 | 清仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $0 | 0.00% | 0 | -344 | -100.0% | -$1.58万 | 清仓 |
| TRMK | TRUSTMARK CORP COM | $0 | 0.00% | 0 | -374 | -100.0% | -$1.58万 | 清仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $0 | 0.00% | 0 | -206 | -100.0% | -$1.57万 | 清仓 |
| GRBK | GREEN BRICK PARTNERS INC COM | $0 | 0.00% | 0 | -244 | -100.0% | -$1.57万 | 清仓 |
| NFG | NATIONAL FUEL GAS CO COM | $0 | 0.00% | 0 | -167 | -100.0% | -$1.57万 | 清仓 |
| HEI | HEICO CORP NEW COM | $0 | 0.00% | 0 | -57 | -100.0% | -$1.56万 | 清仓 |
| INDB | INDEPENDENT BK CORP MASS COM | $0 | 0.00% | 0 | -207 | -100.0% | -$1.56万 | 清仓 |
| PPC | PILGRIMS PRIDE CORP COM | $0 | 0.00% | 0 | -411 | -100.0% | -$1.55万 | 清仓 |
| FSLY | FASTLY INC CL A | $0 | 0.00% | 0 | -534 | -100.0% | -$1.55万 | 清仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $0 | 0.00% | 0 | -219 | -100.0% | -$1.55万 | 清仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $0 | 0.00% | 0 | -248 | -100.0% | -$1.55万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC COM | $0 | 0.00% | 0 | -317 | -100.0% | -$1.55万 | 清仓 |
| CVSA | COVISTA INC COM | $0 | 0.00% | 0 | -134 | -100.0% | -$1.54万 | 清仓 |
| CVLT | COMMVAULT SYS INC COM | $0 | 0.00% | 0 | -198 | -100.0% | -$1.54万 | 清仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $0 | 0.00% | 0 | -272 | -100.0% | -$1.54万 | 清仓 |
| MSTR | STRATEGY INC CL A NEW | $0 | 0.00% | 0 | -123 | -100.0% | -$1.53万 | 清仓 |
| VICR | VICOR CORP COM | $0 | 0.00% | 0 | -95 | -100.0% | -$1.53万 | 清仓 |
| FLRG | FIDELITY U.S. MULTIFACTOR ETF | $0 | 0.00% | 0 | -415 | -100.0% | -$1.53万 | 清仓 |
| TRN | TRINITY INDS INC COM | $0 | 0.00% | 0 | -474 | -100.0% | -$1.53万 | 清仓 |
| VSAT | VIASAT INC COM | $0 | 0.00% | 0 | -331 | -100.0% | -$1.52万 | 清仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $0 | 0.00% | 0 | -148 | -100.0% | -$1.51万 | 清仓 |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $0 | 0.00% | 0 | -47 | -100.0% | -$1.51万 | 清仓 |
| HOG | HARLEY DAVIDSON INC COM | $0 | 0.00% | 0 | -745 | -100.0% | -$1.51万 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $0 | 0.00% | 0 | -386 | -100.0% | -$1.50万 | 清仓 |
| REYN | REYNOLDS CONSUMER PRODS INC COM | $0 | 0.00% | 0 | -710 | -100.0% | -$1.50万 | 清仓 |
| CVCO | CAVCO INDS INC DEL COM | $0 | 0.00% | 0 | -31 | -100.0% | -$1.50万 | 清仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -572 | -100.0% | -$1.50万 | 清仓 |
| — | SEALED AIR CORP NEW COM | $0 | 0.00% | 0 | -356 | -100.0% | -$1.50万 | 清仓 |
| TIPX | STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF | $0 | 0.00% | 0 | -780 | -100.0% | -$1.50万 | 清仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW COM | $0 | 0.00% | 0 | -171 | -100.0% | -$1.49万 | 清仓 |
| BOOT | BOOT BARN HLDGS INC COM | $0 | 0.00% | 0 | -102 | -100.0% | -$1.49万 | 清仓 |
| BE | BLOOM ENERGY CORP COM CL A | $0 | 0.00% | 0 | -110 | -100.0% | -$1.49万 | 清仓 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $0 | 0.00% | 0 | -565 | -100.0% | -$1.49万 | 清仓 |
| TAGG | T. ROWE PRICE QM U.S. BOND ETF | $0 | 0.00% | 0 | -349 | -100.0% | -$1.49万 | 清仓 |
| NBR | NABORS INDUSTRIES LTD SHS | $0 | 0.00% | 0 | -172 | -100.0% | -$1.48万 | 清仓 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $0 | 0.00% | 0 | -601 | -100.0% | -$1.48万 | 清仓 |
| — | ASTORIA REAL ASSETS ETF | $0 | 0.00% | 0 | -709 | -100.0% | -$1.47万 | 清仓 |
| FXN | FIRST TRUST ENERGY ALPHADEX FUND | $0 | 0.00% | 0 | -655 | -100.0% | -$1.47万 | 清仓 |
| TRIN | TRINITY CAP INC COM | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.47万 | 清仓 |
| EAT | BRINKER INTL INC COM | $0 | 0.00% | 0 | -103 | -100.0% | -$1.47万 | 清仓 |
| SMLV | STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF | $0 | 0.00% | 0 | -107 | -100.0% | -$1.47万 | 清仓 |