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 |
|---|---|---|---|---|---|---|---|---|
| ULS | UL SOLUTIONS INC CLASS A COM SHS | $0 | 0.00% | 0 | -114 | -100.0% | -$9,771 | 清仓 |
| — | COSTAMARE BULKERS HLDGS LTD COM SHS | $0 | 0.00% | 0 | -627 | -100.0% | -$9,700 | 清仓 |
| RAMP | LIVERAMP HLDGS INC COM | $0 | 0.00% | 0 | -365 | -100.0% | -$9,680 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $0 | 0.00% | 0 | -106 | -100.0% | -$9,678 | 清仓 |
| XPEV | XPENG INC ADS | $0 | 0.00% | 0 | -565 | -100.0% | -$9,667 | 清仓 |
| RELY | REMITLY GLOBAL INC COM | $0 | 0.00% | 0 | -616 | -100.0% | -$9,653 | 清仓 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $0 | 0.00% | 0 | -140 | -100.0% | -$9,647 | 清仓 |
| NWBI | NORTHWEST BANCSHARES INC COM | $0 | 0.00% | 0 | -758 | -100.0% | -$9,619 | 清仓 |
| FRME | FIRST MERCHANTS CORP COM | $0 | 0.00% | 0 | -248 | -100.0% | -$9,605 | 清仓 |
| PII | POLARIS INC COM | $0 | 0.00% | 0 | -176 | -100.0% | -$9,592 | 清仓 |
| EPAM | EPAM SYS INC COM | $0 | 0.00% | 0 | -70 | -100.0% | -$9,478 | 清仓 |
| DBX | DROPBOX INC CL A | $0 | 0.00% | 0 | -417 | -100.0% | -$9,474 | 清仓 |
| MZTI | MARZETTI COMPANY COM | $0 | 0.00% | 0 | -68 | -100.0% | -$9,406 | 清仓 |
| MGRC | MCGRATH RENTCORP COM | $0 | 0.00% | 0 | -85 | -100.0% | -$9,374 | 清仓 |
| VSXY | VICTORIAS SECRET AND CO COMMON STOCK | $0 | 0.00% | 0 | -202 | -100.0% | -$9,365 | 清仓 |
| GME | GAMESTOP CORP CL A | $0 | 0.00% | 0 | -405 | -100.0% | -$9,331 | 清仓 |
| ALRM | ALARM COM HLDGS INC COM | $0 | 0.00% | 0 | -216 | -100.0% | -$9,329 | 清仓 |
| CSGP | COSTAR GROUP INC COM | $0 | 0.00% | 0 | -231 | -100.0% | -$9,319 | 清仓 |
| HTZ | HERTZ GLOBAL HLDGS INC COM NEW | $0 | 0.00% | 0 | -2,016 | -100.0% | -$9,294 | 清仓 |
| NXH | BED BATH & BEYOND INC COM | $0 | 0.00% | 0 | -2,001 | -100.0% | -$9,285 | 清仓 |
| AGNC | AGNC INVT CORP COM | $0 | 0.00% | 0 | -923 | -100.0% | -$9,258 | 清仓 |
| — | ATKORE INC COM | $0 | 0.00% | 0 | -155 | -100.0% | -$9,131 | 清仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $0 | 0.00% | 0 | -154 | -100.0% | -$9,097 | 清仓 |
| BRO | BROWN & BROWN INC COM | $0 | 0.00% | 0 | -139 | -100.0% | -$9,064 | 清仓 |
| OGS | ONE GAS INC COM | $0 | 0.00% | 0 | -105 | -100.0% | -$9,044 | 清仓 |
| IX | ORIX CORP SPONSORED ADR | $0 | 0.00% | 0 | -300 | -100.0% | -$8,997 | 清仓 |
| — | PROSHARES ULTRA RUSSELL2000 | $0 | 0.00% | 0 | -192 | -100.0% | -$8,961 | 清仓 |
| KWR | QUAKER HOUGHTON COM | $0 | 0.00% | 0 | -72 | -100.0% | -$8,945 | 清仓 |
| SXI | STANDEX INTL CORP COM | $0 | 0.00% | 0 | -35 | -100.0% | -$8,920 | 清仓 |
| HUBG | HUB GROUP INC CL A | $0 | 0.00% | 0 | -247 | -100.0% | -$8,902 | 清仓 |
| ROAD | CONSTRUCTION PARTNERS INC COM CL A | $0 | 0.00% | 0 | -80 | -100.0% | -$8,890 | 清仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $0 | 0.00% | 0 | -146 | -100.0% | -$8,878 | 清仓 |
| — | SPROTT NICKEL MINERS ETF | $0 | 0.00% | 0 | -554 | -100.0% | -$8,870 | 清仓 |
| VOTE | TCW TRANSFORM 500 ETF | $0 | 0.00% | 0 | -116 | -100.0% | -$8,870 | 清仓 |
| LBTYA | LIBERTY GLOBAL LTD COM CL A | $0 | 0.00% | 0 | -731 | -100.0% | -$8,838 | 清仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $0 | 0.00% | 0 | -185 | -100.0% | -$8,815 | 清仓 |
| SEZL | SEZZLE INC COM | $0 | 0.00% | 0 | -139 | -100.0% | -$8,797 | 清仓 |
| WTM | WHITE MTNS INS GROUP LTD COM | $0 | 0.00% | 0 | -4 | -100.0% | -$8,788 | 清仓 |
| ZG | ZILLOW GROUP INC CL A | $0 | 0.00% | 0 | -211 | -100.0% | -$8,733 | 清仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $0 | 0.00% | 0 | -233 | -100.0% | -$8,719 | 清仓 |
| BAR | GRANITESHARES GOLD SHARES | $0 | 0.00% | 0 | -189 | -100.0% | -$8,719 | 清仓 |
| BHE | BENCHMARK ELECTRS INC COM | $0 | 0.00% | 0 | -155 | -100.0% | -$8,689 | 清仓 |
| CHE | CHEMED CORP NEW COM | $0 | 0.00% | 0 | -23 | -100.0% | -$8,688 | 清仓 |
| VC | VISTEON CORP COM NEW | $0 | 0.00% | 0 | -95 | -100.0% | -$8,655 | 清仓 |
| DV | DOUBLEVERIFY HLDGS INC COM | $0 | 0.00% | 0 | -904 | -100.0% | -$8,588 | 清仓 |
| ENVA | ENOVA INTL INC COM | $0 | 0.00% | 0 | -63 | -100.0% | -$8,557 | 清仓 |
| AAP | ADVANCE AUTO PARTS INC COM | $0 | 0.00% | 0 | -162 | -100.0% | -$8,546 | 清仓 |
| INSM | INSMED INC COM PAR $.01 | $0 | 0.00% | 0 | -52 | -100.0% | -$8,503 | 清仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $0 | 0.00% | 0 | -56 | -100.0% | -$8,472 | 清仓 |
| GEF | GREIF INC CL A | $0 | 0.00% | 0 | -126 | -100.0% | -$8,451 | 清仓 |
| UPST | UPSTART HLDGS INC COM | $0 | 0.00% | 0 | -329 | -100.0% | -$8,439 | 清仓 |
| PD | PAGERDUTY INC COM | $0 | 0.00% | 0 | -1,359 | -100.0% | -$8,439 | 清仓 |
| NHI | NATIONAL HEALTH INVS INC COM | $0 | 0.00% | 0 | -104 | -100.0% | -$8,409 | 清仓 |
| ICUI | ICU MED INC COM | $0 | 0.00% | 0 | -65 | -100.0% | -$8,395 | 清仓 |
| — | LXP INDUSTRIAL TRUST COM | $0 | 0.00% | 0 | -181 | -100.0% | -$8,373 | 清仓 |
| PLMR | PALOMAR HLDGS INC COM | $0 | 0.00% | 0 | -70 | -100.0% | -$8,365 | 清仓 |
| IIPR | INNOVATIVE INDL PPTYS INC COM | $0 | 0.00% | 0 | -164 | -100.0% | -$8,226 | 清仓 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $0 | 0.00% | 0 | -179 | -100.0% | -$8,193 | 清仓 |
| HRB | BLOCK H & R INC COM | $0 | 0.00% | 0 | -258 | -100.0% | -$8,189 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $0 | 0.00% | 0 | -118 | -100.0% | -$8,186 | 清仓 |
| SPB | SPECTRUM BRANDS HLDGS INC NEW COM | $0 | 0.00% | 0 | -111 | -100.0% | -$8,181 | 清仓 |
| — | FIDELITY STOCKS FOR INFLATION ETF | $0 | 0.00% | 0 | -165 | -100.0% | -$8,111 | 清仓 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $0 | 0.00% | 0 | -116 | -100.0% | -$8,107 | 清仓 |
| TRIP | TRIPADVISOR INC COM | $0 | 0.00% | 0 | -760 | -100.0% | -$8,102 | 清仓 |
| — | ONESTREAM INC CL A | $0 | 0.00% | 0 | -337 | -100.0% | -$8,088 | 清仓 |
| — | GABELLI UTIL TR COM | $0 | 0.00% | 0 | -1,332 | -100.0% | -$8,057 | 清仓 |
| PLUS | EPLUS INC COM | $0 | 0.00% | 0 | -107 | -100.0% | -$8,052 | 清仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN DEL COM | $0 | 0.00% | 0 | -98 | -100.0% | -$8,049 | 清仓 |
| ACHR | ARCHER AVIATION INC COM CL A | $0 | 0.00% | 0 | -1,536 | -100.0% | -$7,941 | 清仓 |
| BMI | BADGER METER INC COM | $0 | 0.00% | 0 | -52 | -100.0% | -$7,922 | 清仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $0 | 0.00% | 0 | -318 | -100.0% | -$7,912 | 清仓 |
| KBH | KB HOME COM | $0 | 0.00% | 0 | -152 | -100.0% | -$7,866 | 清仓 |
| DORM | DORMAN PRODS INC COM | $0 | 0.00% | 0 | -75 | -100.0% | -$7,827 | 清仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $0 | 0.00% | 0 | -80 | -100.0% | -$7,813 | 清仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $0 | 0.00% | 0 | -1,530 | -100.0% | -$7,803 | 清仓 |
| HUM | HUMANA INC COM | $0 | 0.00% | 0 | -45 | -100.0% | -$7,803 | 清仓 |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -104 | -100.0% | -$7,771 | 清仓 |
| CNA | CNA FINL CORP COM | $0 | 0.00% | 0 | -169 | -100.0% | -$7,760 | 清仓 |
| IBN | ICICI BANK LIMITED ADR | $0 | 0.00% | 0 | -299 | -100.0% | -$7,744 | 清仓 |
| WWW | WOLVERINE WORLD WIDE INC COM | $0 | 0.00% | 0 | -474 | -100.0% | -$7,736 | 清仓 |
| SHOO | MADDEN STEVEN LTD COM | $0 | 0.00% | 0 | -228 | -100.0% | -$7,734 | 清仓 |
| HCSG | HEALTHCARE SVCS GROUP INC COM | $0 | 0.00% | 0 | -416 | -100.0% | -$7,717 | 清仓 |
| TPYP | TORTOISE NORTH AMERICAN PIPELINE ETF | $0 | 0.00% | 0 | -182 | -100.0% | -$7,710 | 清仓 |
| TRP | TC ENERGY CORP COM | $0 | 0.00% | 0 | -123 | -100.0% | -$7,700 | 清仓 |
| JBLU | JETBLUE AIRWAYS CORP COM | $0 | 0.00% | 0 | -1,740 | -100.0% | -$7,691 | 清仓 |
| PGY | PAGAYA TECHNOLOGIES LTD CL A NEW | $0 | 0.00% | 0 | -657 | -100.0% | -$7,654 | 清仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS DE COM | $0 | 0.00% | 0 | -779 | -100.0% | -$7,650 | 清仓 |
| NOG | NORTHERN OIL & GAS INC COM | $0 | 0.00% | 0 | -261 | -100.0% | -$7,629 | 清仓 |
| FBP | FIRST BANCORP CORPORATION COM NEW | $0 | 0.00% | 0 | -357 | -100.0% | -$7,626 | 清仓 |
| RHI | ROBERT HALF INC. COM | $0 | 0.00% | 0 | -300 | -100.0% | -$7,620 | 清仓 |
| CXM | SPRINKLR INC CL A | $0 | 0.00% | 0 | -1,265 | -100.0% | -$7,590 | 清仓 |
| TDC | TERADATA CORP DEL COM | $0 | 0.00% | 0 | -296 | -100.0% | -$7,586 | 清仓 |
| WLY | WILEY JOHN & SONS INC CL A | $0 | 0.00% | 0 | -199 | -100.0% | -$7,582 | 清仓 |
| BIRK | BIRKENSTOCK HOLDING PLC COM SHS | $0 | 0.00% | 0 | -211 | -100.0% | -$7,560 | 清仓 |
| LASR | NLIGHT INC COM | $0 | 0.00% | 0 | -132 | -100.0% | -$7,527 | 清仓 |
| SDGR | SCHRODINGER INC COM | $0 | 0.00% | 0 | -660 | -100.0% | -$7,498 | 清仓 |
| BLBD | BLUE BIRD CORP COM | $0 | 0.00% | 0 | -132 | -100.0% | -$7,496 | 清仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $0 | 0.00% | 0 | -167 | -100.0% | -$7,490 | 清仓 |
| ITRI | ITRON INC COM | $0 | 0.00% | 0 | -83 | -100.0% | -$7,439 | 清仓 |
| ORC | ORCHID IS CAP INC COM NEW | $0 | 0.00% | 0 | -1,056 | -100.0% | -$7,424 | 清仓 |