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 |
|---|---|---|---|---|---|---|---|---|
| E | ENI SPA SPONSORED ADR | $0 | 0.00% | 0 | -259 | -100.0% | -$1.47万 | 清仓 |
| STRA | STRATEGIC ED INC COM | $0 | 0.00% | 0 | -176 | -100.0% | -$1.46万 | 清仓 |
| ASAN | ASANA INC CL A | $0 | 0.00% | 0 | -2,281 | -100.0% | -$1.46万 | 清仓 |
| FFIN | FIRST FINL BANKSHARES INC COM | $0 | 0.00% | 0 | -493 | -100.0% | -$1.45万 | 清仓 |
| LCII | LCI INDS COM | $0 | 0.00% | 0 | -118 | -100.0% | -$1.45万 | 清仓 |
| SWX | SOUTHWEST GAS HLDGS INC COM | $0 | 0.00% | 0 | -167 | -100.0% | -$1.45万 | 清仓 |
| TEX | TEREX CORP NEW COM | $0 | 0.00% | 0 | -245 | -100.0% | -$1.45万 | 清仓 |
| VNT | VONTIER CORPORATION COM | $0 | 0.00% | 0 | -408 | -100.0% | -$1.45万 | 清仓 |
| MTX | MINERALS TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -204 | -100.0% | -$1.45万 | 清仓 |
| FEZ | STATE STREET SPDR EURO STOXX 50 ETF | $0 | 0.00% | 0 | -233 | -100.0% | -$1.45万 | 清仓 |
| FR | FIRST INDL RLTY TR INC COM | $0 | 0.00% | 0 | -250 | -100.0% | -$1.45万 | 清仓 |
| QBTS | D-WAVE QUANTUM INC COM | $0 | 0.00% | 0 | -1,002 | -100.0% | -$1.45万 | 清仓 |
| TDW | TIDEWATER INC NEW COM | $0 | 0.00% | 0 | -172 | -100.0% | -$1.44万 | 清仓 |
| GCC | WISDOMTREE ENHANCED COMMODITY STRATEGY FUND | $0 | 0.00% | 0 | -600 | -100.0% | -$1.44万 | 清仓 |
| SKY | CHAMPION HOMES INC COM | $0 | 0.00% | 0 | -193 | -100.0% | -$1.44万 | 清仓 |
| DIOD | DIODES INC COM | $0 | 0.00% | 0 | -210 | -100.0% | -$1.43万 | 清仓 |
| EFOR | ASGN INC COM | $0 | 0.00% | 0 | -369 | -100.0% | -$1.43万 | 清仓 |
| GSAT | GLOBALSTAR INC COM NEW | $0 | 0.00% | 0 | -215 | -100.0% | -$1.43万 | 清仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $0 | 0.00% | 0 | -525 | -100.0% | -$1.43万 | 清仓 |
| FIVN | FIVE9 INC COM | $0 | 0.00% | 0 | -939 | -100.0% | -$1.42万 | 清仓 |
| — | FRANKLIN UNVL TR SH BEN INT | $0 | 0.00% | 0 | -1,776 | -100.0% | -$1.42万 | 清仓 |
| SKYW | SKYWEST INC COM | $0 | 0.00% | 0 | -154 | -100.0% | -$1.41万 | 清仓 |
| AIA | ISHARES ASIA 50 ETF | $0 | 0.00% | 0 | -133 | -100.0% | -$1.41万 | 清仓 |
| BANF | BANCFIRST CORP COM | $0 | 0.00% | 0 | -130 | -100.0% | -$1.41万 | 清仓 |
| RY | ROYAL BK CDA COM | $0 | 0.00% | 0 | -87 | -100.0% | -$1.41万 | 清仓 |
| SHAK | SHAKE SHACK INC CL A | $0 | 0.00% | 0 | -159 | -100.0% | -$1.41万 | 清仓 |
| OPCH | OPTION CARE HEALTH INC COM NEW | $0 | 0.00% | 0 | -522 | -100.0% | -$1.41万 | 清仓 |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | $0 | 0.00% | 0 | -344 | -100.0% | -$1.40万 | 清仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $0 | 0.00% | 0 | -395 | -100.0% | -$1.40万 | 清仓 |
| MRCY | MERCURY SYS INC COM | $0 | 0.00% | 0 | -192 | -100.0% | -$1.40万 | 清仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $0 | 0.00% | 0 | -287 | -100.0% | -$1.40万 | 清仓 |
| SDRL | SEADRILL LTD COM | $0 | 0.00% | 0 | -307 | -100.0% | -$1.40万 | 清仓 |
| ALK | ALASKA AIR GROUP INC COM | $0 | 0.00% | 0 | -379 | -100.0% | -$1.39万 | 清仓 |
| HDEF | XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF | $0 | 0.00% | 0 | -428 | -100.0% | -$1.39万 | 清仓 |
| KLIC | KULICKE & SOFFA INDS INC COM | $0 | 0.00% | 0 | -211 | -100.0% | -$1.39万 | 清仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES COM | $0 | 0.00% | 0 | -243 | -100.0% | -$1.38万 | 清仓 |
| GNTX | GENTEX CORP COM | $0 | 0.00% | 0 | -631 | -100.0% | -$1.38万 | 清仓 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $0 | 0.00% | 0 | -334 | -100.0% | -$1.38万 | 清仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -1,975 | -100.0% | -$1.37万 | 清仓 |
| WAFD | WAFD INC COM | $0 | 0.00% | 0 | -437 | -100.0% | -$1.37万 | 清仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $0 | 0.00% | 0 | -800 | -100.0% | -$1.37万 | 清仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & PR COM | $0 | 0.00% | 0 | -1,082 | -100.0% | -$1.36万 | 清仓 |
| HLI | HOULIHAN LOKEY INC CL A | $0 | 0.00% | 0 | -95 | -100.0% | -$1.36万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $0 | 0.00% | 0 | -184 | -100.0% | -$1.36万 | 清仓 |
| SNAP | SNAP INC CL A | $0 | 0.00% | 0 | -2,932 | -100.0% | -$1.35万 | 清仓 |
| EBC | EASTERN BANKSHARES INC COM | $0 | 0.00% | 0 | -688 | -100.0% | -$1.35万 | 清仓 |
| BCC | BOISE CASCADE CO DEL COM | $0 | 0.00% | 0 | -177 | -100.0% | -$1.34万 | 清仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $0 | 0.00% | 0 | -306 | -100.0% | -$1.34万 | 清仓 |
| PRK | PARK NATL CORP COM | $0 | 0.00% | 0 | -82 | -100.0% | -$1.34万 | 清仓 |
| SMBS | SCHWAB MORTGAGE-BACKED SECURITIES ETF | $0 | 0.00% | 0 | -524 | -100.0% | -$1.34万 | 清仓 |
| XRAY | DENTSPLY SIRONA INC COM | $0 | 0.00% | 0 | -1,153 | -100.0% | -$1.34万 | 清仓 |
| LMND | LEMONADE INC COM | $0 | 0.00% | 0 | -213 | -100.0% | -$1.34万 | 清仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $0 | 0.00% | 0 | -235 | -100.0% | -$1.33万 | 清仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $0 | 0.00% | 0 | -155 | -100.0% | -$1.33万 | 清仓 |
| AVA | AVISTA CORP COM | $0 | 0.00% | 0 | -331 | -100.0% | -$1.33万 | 清仓 |
| GPIQ | GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF | $0 | 0.00% | 0 | -267 | -100.0% | -$1.32万 | 清仓 |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $0 | 0.00% | 0 | -264 | -100.0% | -$1.32万 | 清仓 |
| NVR | NVR INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$1.32万 | 清仓 |
| BCO | BRINKS CO COM | $0 | 0.00% | 0 | -127 | -100.0% | -$1.32万 | 清仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $0 | 0.00% | 0 | -264 | -100.0% | -$1.31万 | 清仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $0 | 0.00% | 0 | -258 | -100.0% | -$1.31万 | 清仓 |
| VVV | VALVOLINE INC COM | $0 | 0.00% | 0 | -389 | -100.0% | -$1.31万 | 清仓 |
| CNO | CNO FINL GROUP INC COM | $0 | 0.00% | 0 | -315 | -100.0% | -$1.29万 | 清仓 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $0 | 0.00% | 0 | -196 | -100.0% | -$1.29万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC COM | $0 | 0.00% | 0 | -97 | -100.0% | -$1.29万 | 清仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA COM | $0 | 0.00% | 0 | -383 | -100.0% | -$1.29万 | 清仓 |
| — | LIBERTY BROADBAND CORP COM SER C | $0 | 0.00% | 0 | -256 | -100.0% | -$1.29万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $0 | 0.00% | 0 | -86 | -100.0% | -$1.29万 | 清仓 |
| NMRK | NEWMARK GROUP INC CL A | $0 | 0.00% | 0 | -854 | -100.0% | -$1.28万 | 清仓 |
| IBTJ | ISHARES IBONDS DEC 2029 TERM TREASURY ETF | $0 | 0.00% | 0 | -586 | -100.0% | -$1.28万 | 清仓 |
| IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $0 | 0.00% | 0 | -573 | -100.0% | -$1.28万 | 清仓 |
| MMS | MAXIMUS INC COM | $0 | 0.00% | 0 | -199 | -100.0% | -$1.28万 | 清仓 |
| IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $0 | 0.00% | 0 | -568 | -100.0% | -$1.27万 | 清仓 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $0 | 0.00% | 0 | -553 | -100.0% | -$1.27万 | 清仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $0 | 0.00% | 0 | -956 | -100.0% | -$1.26万 | 清仓 |
| POET | POET TECHNOLOGIES INC COM NEW | $0 | 0.00% | 0 | -2,100 | -100.0% | -$1.25万 | 清仓 |
| WU | WESTERN UN CO COM | $0 | 0.00% | 0 | -1,422 | -100.0% | -$1.24万 | 清仓 |
| BBRE | JPMORGAN BETABUILDERS MSCI US REIT ETF | $0 | 0.00% | 0 | -129 | -100.0% | -$1.24万 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $0 | 0.00% | 0 | -61 | -100.0% | -$1.23万 | 清仓 |
| CPB | THE CAMPBELLS COMPANY COM | $0 | 0.00% | 0 | -552 | -100.0% | -$1.23万 | 清仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $0 | 0.00% | 0 | -136 | -100.0% | -$1.23万 | 清仓 |
| BNL | BROADSTONE NET LEASE INC COM | $0 | 0.00% | 0 | -670 | -100.0% | -$1.22万 | 清仓 |
| KTB | KONTOOR BRANDS INC COM | $0 | 0.00% | 0 | -173 | -100.0% | -$1.22万 | 清仓 |
| RKLB | ROCKET LAB CORP COM | $0 | 0.00% | 0 | -189 | -100.0% | -$1.21万 | 清仓 |
| CRC | CALIFORNIA RES CORP COM STOCK | $0 | 0.00% | 0 | -175 | -100.0% | -$1.21万 | 清仓 |
| BGC | BGC GROUP INC CL A | $0 | 0.00% | 0 | -1,238 | -100.0% | -$1.21万 | 清仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $0 | 0.00% | 0 | -251 | -100.0% | -$1.20万 | 清仓 |
| WRLD | WORLD ACCEP CORPORATION COM | $0 | 0.00% | 0 | -89 | -100.0% | -$1.20万 | 清仓 |
| AUPH | AURINIA PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -811 | -100.0% | -$1.20万 | 清仓 |
| IBTK | ISHARES IBONDS DEC 2030 TERM TREASURY ETF | $0 | 0.00% | 0 | -609 | -100.0% | -$1.20万 | 清仓 |
| CSW | CSW INDUSTRIALS INC COM | $0 | 0.00% | 0 | -46 | -100.0% | -$1.20万 | 清仓 |
| CNI | CANADIAN NATL RY CO COM | $0 | 0.00% | 0 | -117 | -100.0% | -$1.20万 | 清仓 |
| IOSP | INNOSPEC INC COM | $0 | 0.00% | 0 | -164 | -100.0% | -$1.20万 | 清仓 |
| KMT | KENNAMETAL INC COM | $0 | 0.00% | 0 | -330 | -100.0% | -$1.19万 | 清仓 |
| HGV | HILTON GRAND VACATIONS INC COM | $0 | 0.00% | 0 | -304 | -100.0% | -$1.19万 | 清仓 |
| BXP | BXP INC COM | $0 | 0.00% | 0 | -229 | -100.0% | -$1.19万 | 清仓 |
| SOLV | SOLVENTUM CORP COM SHS | $0 | 0.00% | 0 | -182 | -100.0% | -$1.19万 | 清仓 |
| GFS | GLOBALFOUNDRIES INC ORDINARY SHARES | $0 | 0.00% | 0 | -267 | -100.0% | -$1.19万 | 清仓 |
| PEGA | PEGASYSTEMS INC COM | $0 | 0.00% | 0 | -279 | -100.0% | -$1.19万 | 清仓 |
| SR | SPIRE INC COM | $0 | 0.00% | 0 | -131 | -100.0% | -$1.19万 | 清仓 |