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 |
|---|---|---|---|---|---|---|---|---|
| SXT | SENSIENT TECHNOLOGIES CORP COM | $0 | 0.00% | 0 | -137 | -100.0% | -$1.18万 | 清仓 |
| ABM | ABM INDS INC COM | $0 | 0.00% | 0 | -307 | -100.0% | -$1.18万 | 清仓 |
| ICF | ISHARES SELECT U.S. REIT ETF | $0 | 0.00% | 0 | -191 | -100.0% | -$1.18万 | 清仓 |
| PSN | PARSONS CORP DEL COM | $0 | 0.00% | 0 | -218 | -100.0% | -$1.18万 | 清仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $0 | 0.00% | 0 | -76 | -100.0% | -$1.18万 | 清仓 |
| NWG | NATWEST GROUP PLC SPONS ADR | $0 | 0.00% | 0 | -791 | -100.0% | -$1.18万 | 清仓 |
| FBK | FB FINL CORP COM | $0 | 0.00% | 0 | -226 | -100.0% | -$1.17万 | 清仓 |
| AMBA | AMBARELLA INC SHS | $0 | 0.00% | 0 | -228 | -100.0% | -$1.17万 | 清仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI COM | $0 | 0.00% | 0 | -1,127 | -100.0% | -$1.17万 | 清仓 |
| YETI | YETI HLDGS INC COM | $0 | 0.00% | 0 | -318 | -100.0% | -$1.16万 | 清仓 |
| RNST | RENASANT CORP COM | $0 | 0.00% | 0 | -321 | -100.0% | -$1.16万 | 清仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $0 | 0.00% | 0 | -177 | -100.0% | -$1.15万 | 清仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $0 | 0.00% | 0 | -175 | -100.0% | -$1.15万 | 清仓 |
| OLP | ONE LIBERTY PPTYS INC COM | $0 | 0.00% | 0 | -536 | -100.0% | -$1.15万 | 清仓 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $0 | 0.00% | 0 | -150 | -100.0% | -$1.15万 | 清仓 |
| RELX | RELX PLC SPONSORED ADR | $0 | 0.00% | 0 | -346 | -100.0% | -$1.15万 | 清仓 |
| B | BARRICK MNG CORP COM SHS | $0 | 0.00% | 0 | -281 | -100.0% | -$1.15万 | 清仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $0 | 0.00% | 0 | -138 | -100.0% | -$1.14万 | 清仓 |
| AVNT | AVIENT CORPORATION COM | $0 | 0.00% | 0 | -315 | -100.0% | -$1.14万 | 清仓 |
| MIR | MIRION TECHNOLOGIES INC COM CL A | $0 | 0.00% | 0 | -615 | -100.0% | -$1.14万 | 清仓 |
| WDFC | WD 40 CO COM | $0 | 0.00% | 0 | -56 | -100.0% | -$1.14万 | 清仓 |
| ADC | AGREE RLTY CORP COM | $0 | 0.00% | 0 | -151 | -100.0% | -$1.14万 | 清仓 |
| BIDU | BAIDU INC SPON ADR REP A | $0 | 0.00% | 0 | -102 | -100.0% | -$1.14万 | 清仓 |
| NEO | NEOGENOMICS INC COM NEW | $0 | 0.00% | 0 | -1,529 | -100.0% | -$1.13万 | 清仓 |
| CALM | CAL MAINE FOODS INC COM NEW | $0 | 0.00% | 0 | -143 | -100.0% | -$1.13万 | 清仓 |
| SEB | SEABOARD CORP DEL COM | $0 | 0.00% | 0 | -2 | -100.0% | -$1.13万 | 清仓 |
| JOE | ST JOE CO COM | $0 | 0.00% | 0 | -180 | -100.0% | -$1.13万 | 清仓 |
| DLB | DOLBY LABORATORIES INC COM CL A | $0 | 0.00% | 0 | -188 | -100.0% | -$1.13万 | 清仓 |
| MAT | MATTEL INC COM | $0 | 0.00% | 0 | -775 | -100.0% | -$1.13万 | 清仓 |
| LMAT | LEMAITRE VASCULAR INC COM | $0 | 0.00% | 0 | -103 | -100.0% | -$1.12万 | 清仓 |
| VSH | VISHAY INTERTECHNOLOGY INC COM | $0 | 0.00% | 0 | -623 | -100.0% | -$1.12万 | 清仓 |
| HUT | HUT 8 CORP COM | $0 | 0.00% | 0 | -239 | -100.0% | -$1.12万 | 清仓 |
| IXJ | ISHARES GLOBAL HEALTHCARE ETF | $0 | 0.00% | 0 | -120 | -100.0% | -$1.12万 | 清仓 |
| SON | SONOCO PRODS CO COM | $0 | 0.00% | 0 | -207 | -100.0% | -$1.12万 | 清仓 |
| GSL | GLOBAL SHIP LEASE INC COM CL A | $0 | 0.00% | 0 | -300 | -100.0% | -$1.12万 | 清仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -136 | -100.0% | -$1.11万 | 清仓 |
| U | UNITY SOFTWARE INC COM | $0 | 0.00% | 0 | -507 | -100.0% | -$1.11万 | 清仓 |
| FLDR | FIDELITY LOW DURATION BOND FACTOR ETF | $0 | 0.00% | 0 | -222 | -100.0% | -$1.11万 | 清仓 |
| BRKR | BRUKER CORP COM | $0 | 0.00% | 0 | -307 | -100.0% | -$1.11万 | 清仓 |
| FLYW | FLYWIRE CORPORATION COM VTG | $0 | 0.00% | 0 | -951 | -100.0% | -$1.11万 | 清仓 |
| ALG | ALAMO GROUP INC COM | $0 | 0.00% | 0 | -67 | -100.0% | -$1.11万 | 清仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT | $0 | 0.00% | 0 | -1,200 | -100.0% | -$1.11万 | 清仓 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $0 | 0.00% | 0 | -573 | -100.0% | -$1.10万 | 清仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $0 | 0.00% | 0 | -369 | -100.0% | -$1.10万 | 清仓 |
| TPC | TUTOR PERINI CORP COM | $0 | 0.00% | 0 | -142 | -100.0% | -$1.10万 | 清仓 |
| BSY | BENTLEY SYS INC COM CL B | $0 | 0.00% | 0 | -312 | -100.0% | -$1.10万 | 清仓 |
| BRBR | BELLRING BRANDS INC COMMON STOCK | $0 | 0.00% | 0 | -681 | -100.0% | -$1.10万 | 清仓 |
| CWST | CASELLA WASTE SYS INC CL A | $0 | 0.00% | 0 | -138 | -100.0% | -$1.09万 | 清仓 |
| AEO | AMERICAN EAGLE OUTFITTERS INC COM | $0 | 0.00% | 0 | -655 | -100.0% | -$1.09万 | 清仓 |
| W | WAYFAIR INC CL A | $0 | 0.00% | 0 | -145 | -100.0% | -$1.09万 | 清仓 |
| FAS | DIREXION DAILY FINANCIAL BULL 3X ETF | $0 | 0.00% | 0 | -92 | -100.0% | -$1.09万 | 清仓 |
| BCAT | BLACKROCK CAP ALLOCATION TERM COM | $0 | 0.00% | 0 | -771 | -100.0% | -$1.09万 | 清仓 |
| APLD | APPLIED DIGITAL CORP COM NEW | $0 | 0.00% | 0 | -458 | -100.0% | -$1.09万 | 清仓 |
| CNK | CINEMARK HLDGS INC COM | $0 | 0.00% | 0 | -381 | -100.0% | -$1.09万 | 清仓 |
| PPLI | IAC INC COM NEW | $0 | 0.00% | 0 | -271 | -100.0% | -$1.08万 | 清仓 |
| IAI | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | $0 | 0.00% | 0 | -66 | -100.0% | -$1.08万 | 清仓 |
| HR | HEALTHCARE RLTY TR CL A COM | $0 | 0.00% | 0 | -637 | -100.0% | -$1.08万 | 清仓 |
| WSBC | WESBANCO INC COM | $0 | 0.00% | 0 | -313 | -100.0% | -$1.08万 | 清仓 |
| QSR | RESTAURANT BRANDS INTL INC COM | $0 | 0.00% | 0 | -146 | -100.0% | -$1.08万 | 清仓 |
| IT | GARTNER INC COM | $0 | 0.00% | 0 | -68 | -100.0% | -$1.08万 | 清仓 |
| EQNR | EQUINOR ASA SPONSORED ADR | $0 | 0.00% | 0 | -255 | -100.0% | -$1.08万 | 清仓 |
| AZZ | AZZ INC COM | $0 | 0.00% | 0 | -86 | -100.0% | -$1.08万 | 清仓 |
| PTCT | PTC THERAPEUTICS INC COM | $0 | 0.00% | 0 | -157 | -100.0% | -$1.07万 | 清仓 |
| LIVN | LIVANOVA PLC SHS | $0 | 0.00% | 0 | -167 | -100.0% | -$1.06万 | 清仓 |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | $0 | 0.00% | 0 | -114 | -100.0% | -$1.06万 | 清仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $0 | 0.00% | 0 | -262 | -100.0% | -$1.06万 | 清仓 |
| PUK | PRUDENTIAL PLC ADR | $0 | 0.00% | 0 | -372 | -100.0% | -$1.06万 | 清仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC COM | $0 | 0.00% | 0 | -54 | -100.0% | -$1.06万 | 清仓 |
| GFF | GRIFFON CORP COM | $0 | 0.00% | 0 | -145 | -100.0% | -$1.05万 | 清仓 |
| CDP | COPT DEFENSE PROPERTIES SHS BEN INT | $0 | 0.00% | 0 | -343 | -100.0% | -$1.05万 | 清仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE INC COM | $0 | 0.00% | 0 | -177 | -100.0% | -$1.05万 | 清仓 |
| TFSL | TFS FINL CORP COM | $0 | 0.00% | 0 | -743 | -100.0% | -$1.04万 | 清仓 |
| CSTM | CONSTELLIUM SE CL A SHS | $0 | 0.00% | 0 | -422 | -100.0% | -$1.04万 | 清仓 |
| NWL | NEWELL BRANDS INC COM | $0 | 0.00% | 0 | -3,014 | -100.0% | -$1.03万 | 清仓 |
| KBR | KBR INC COM | $0 | 0.00% | 0 | -280 | -100.0% | -$1.03万 | 清仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $0 | 0.00% | 0 | -338 | -100.0% | -$1.03万 | 清仓 |
| MP | MP MATERIALS CORP COM CL A | $0 | 0.00% | 0 | -213 | -100.0% | -$1.03万 | 清仓 |
| OPLN | OPENLANE INC COM | $0 | 0.00% | 0 | -352 | -100.0% | -$1.03万 | 清仓 |
| LAZ | LAZARD INC COM | $0 | 0.00% | 0 | -241 | -100.0% | -$1.02万 | 清仓 |
| CWEN | CLEARWAY ENERGY INC CL C | $0 | 0.00% | 0 | -260 | -100.0% | -$1.02万 | 清仓 |
| RYN | RAYONIER INC COM | $0 | 0.00% | 0 | -495 | -100.0% | -$1.02万 | 清仓 |
| HAYW | HAYWARD HLDGS INC COM | $0 | 0.00% | 0 | -762 | -100.0% | -$1.02万 | 清仓 |
| SPSC | SPS COMM INC COM | $0 | 0.00% | 0 | -183 | -100.0% | -$1.02万 | 清仓 |
| SOXQ | INVESCO PHLX SEMICONDUCTOR ETF | $0 | 0.00% | 0 | -170 | -100.0% | -$1.01万 | 清仓 |
| CCS | CENTURY COMMUNITIES INC COM | $0 | 0.00% | 0 | -176 | -100.0% | -$1.01万 | 清仓 |
| AMR | ALPHA METALLURGICAL RESOUR INC COM | $0 | 0.00% | 0 | -49 | -100.0% | -$1.01万 | 清仓 |
| TXNM | TXNM ENERGY INC COM | $0 | 0.00% | 0 | -172 | -100.0% | -$1.01万 | 清仓 |
| NGVT | INGEVITY CORP COM | $0 | 0.00% | 0 | -141 | -100.0% | -$1.00万 | 清仓 |
| WHD | CACTUS INC CL A | $0 | 0.00% | 0 | -212 | -100.0% | -$1.00万 | 清仓 |
| NOVT | NOVANTA INC COM | $0 | 0.00% | 0 | -85 | -100.0% | -$1.00万 | 清仓 |
| NBHC | NATIONAL BK HLDGS CORP CL A | $0 | 0.00% | 0 | -255 | -100.0% | -$9,986 | 清仓 |
| FLO | FLOWERS FOODS INC COM | $0 | 0.00% | 0 | -1,223 | -100.0% | -$9,967 | 清仓 |
| SAIL | SAILPOINT INC COM | $0 | 0.00% | 0 | -751 | -100.0% | -$9,943 | 清仓 |
| VNOM | VIPER ENERGY INC CL A | $0 | 0.00% | 0 | -211 | -100.0% | -$9,915 | 清仓 |
| AIR | AAR CORP COM | $0 | 0.00% | 0 | -90 | -100.0% | -$9,851 | 清仓 |
| ASH | ASHLAND INC COM | $0 | 0.00% | 0 | -177 | -100.0% | -$9,843 | 清仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $0 | 0.00% | 0 | -220 | -100.0% | -$9,816 | 清仓 |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | $0 | 0.00% | 0 | -76 | -100.0% | -$9,811 | 清仓 |
| SYNA | SYNAPTICS INC COM | $0 | 0.00% | 0 | -140 | -100.0% | -$9,806 | 清仓 |
| USLM | UNITED STS LIME & MINERALS INC COM | $0 | 0.00% | 0 | -75 | -100.0% | -$9,796 | 清仓 |