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 |
|---|---|---|---|---|---|---|---|---|
| AVPT | AVEPOINT INC COM CL A | $0 | 0.00% | 0 | -780 | -100.0% | -$7,418 | 清仓 |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | $0 | 0.00% | 0 | -255 | -100.0% | -$7,382 | 清仓 |
| — | NEOS BITCOIN HIGH INCOME ETF | $0 | 0.00% | 0 | -224 | -100.0% | -$7,343 | 清仓 |
| LRMR | LARIMAR THERAPEUTICS INC COM | $0 | 0.00% | 0 | -1,631 | -100.0% | -$7,340 | 清仓 |
| RUSHB | RUSH ENTERPRISES INC CL B | $0 | 0.00% | 0 | -114 | -100.0% | -$7,336 | 清仓 |
| BILL | BILL HOLDINGS INC COM | $0 | 0.00% | 0 | -190 | -100.0% | -$7,277 | 清仓 |
| AMPL | AMPLITUDE INC COM CL A | $0 | 0.00% | 0 | -1,062 | -100.0% | -$7,243 | 清仓 |
| SBCF | SEACOAST BKG CORP FLA COM NEW | $0 | 0.00% | 0 | -238 | -100.0% | -$7,209 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -335 | -100.0% | -$7,182 | 清仓 |
| PL | PLANET LABS PBC COM CL A | $0 | 0.00% | 0 | -257 | -100.0% | -$7,176 | 清仓 |
| DOCS | DOXIMITY INC CL A | $0 | 0.00% | 0 | -307 | -100.0% | -$7,153 | 清仓 |
| RNG | RINGCENTRAL INC CL A | $0 | 0.00% | 0 | -192 | -100.0% | -$7,140 | 清仓 |
| INVA | INNOVIVA INC COM | $0 | 0.00% | 0 | -305 | -100.0% | -$7,107 | 清仓 |
| WOR | WORTHINGTON ENTERPRISES INC COM | $0 | 0.00% | 0 | -136 | -100.0% | -$7,091 | 清仓 |
| TBBB | BBB FOODS INC CL A COM | $0 | 0.00% | 0 | -200 | -100.0% | -$7,074 | 清仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $0 | 0.00% | 0 | -93 | -100.0% | -$7,070 | 清仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $0 | 0.00% | 0 | -72 | -100.0% | -$7,010 | 清仓 |
| LBTYK | LIBERTY GLOBAL LTD COM CL C | $0 | 0.00% | 0 | -595 | -100.0% | -$6,979 | 清仓 |
| WING | WINGSTOP INC COM | $0 | 0.00% | 0 | -45 | -100.0% | -$6,974 | 清仓 |
| FIGS | FIGS INC CL A | $0 | 0.00% | 0 | -472 | -100.0% | -$6,971 | 清仓 |
| DHT | DHT HOLDINGS INC SHS NEW | $0 | 0.00% | 0 | -381 | -100.0% | -$6,961 | 清仓 |
| OTTR | OTTER TAIL CORP COM | $0 | 0.00% | 0 | -79 | -100.0% | -$6,934 | 清仓 |
| HWKN | HAWKINS INC COM | $0 | 0.00% | 0 | -45 | -100.0% | -$6,912 | 清仓 |
| IBTQ | ISHARES IBONDS DEC 2035 TERM TREASURY ETF | $0 | 0.00% | 0 | -273 | -100.0% | -$6,908 | 清仓 |
| IBTO | ISHARES IBONDS DEC 2033 TERM TREASURY ETF | $0 | 0.00% | 0 | -283 | -100.0% | -$6,902 | 清仓 |
| CXT | CRANE NXT CO COM | $0 | 0.00% | 0 | -170 | -100.0% | -$6,900 | 清仓 |
| DEI | DOUGLAS EMMETT INC COM | $0 | 0.00% | 0 | -732 | -100.0% | -$6,895 | 清仓 |
| IBTL | ISHARES IBONDS DEC 2031 TERM TREASURY ETF | $0 | 0.00% | 0 | -338 | -100.0% | -$6,895 | 清仓 |
| VFH | VANGUARD FINANCIALS ETF | $0 | 0.00% | 0 | -57 | -100.0% | -$6,886 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $0 | 0.00% | 0 | -186 | -100.0% | -$6,884 | 清仓 |
| IBTP | ISHARES IBONDS DEC 2034 TERM TREASURY ETF | $0 | 0.00% | 0 | -268 | -100.0% | -$6,869 | 清仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $0 | 0.00% | 0 | -166 | -100.0% | -$6,869 | 清仓 |
| IBTM | ISHARES IBONDS DEC 2032 TERM TREASURY ETF | $0 | 0.00% | 0 | -299 | -100.0% | -$6,856 | 清仓 |
| BPOP | POPULAR INC COM NEW | $0 | 0.00% | 0 | -51 | -100.0% | -$6,843 | 清仓 |
| CENX | CENTURY ALUM CO COM | $0 | 0.00% | 0 | -114 | -100.0% | -$6,691 | 清仓 |
| WEN | WENDYS CO COM | $0 | 0.00% | 0 | -961 | -100.0% | -$6,679 | 清仓 |
| MOH | MOLINA HEALTHCARE INC COM | $0 | 0.00% | 0 | -50 | -100.0% | -$6,665 | 清仓 |
| — | PROSHARES ULTRA MIDCAP400 | $0 | 0.00% | 0 | -93 | -100.0% | -$6,664 | 清仓 |
| KYMR | KYMERA THERAPEUTICS INC COM | $0 | 0.00% | 0 | -80 | -100.0% | -$6,663 | 清仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -699 | -100.0% | -$6,654 | 清仓 |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | $0 | 0.00% | 0 | -85 | -100.0% | -$6,637 | 清仓 |
| WHR | WHIRLPOOL CORP COM | $0 | 0.00% | 0 | -123 | -100.0% | -$6,632 | 清仓 |
| GDDY | GODADDY INC CL A | $0 | 0.00% | 0 | -80 | -100.0% | -$6,614 | 清仓 |
| FTDR | FRONTDOOR INC COM | $0 | 0.00% | 0 | -125 | -100.0% | -$6,608 | 清仓 |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | $0 | 0.00% | 0 | -102 | -100.0% | -$6,588 | 清仓 |
| DXC | DXC TECHNOLOGY CO COM | $0 | 0.00% | 0 | -524 | -100.0% | -$6,587 | 清仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $0 | 0.00% | 0 | -28 | -100.0% | -$6,553 | 清仓 |
| MLAB | MESA LABS INC COM | $0 | 0.00% | 0 | -74 | -100.0% | -$6,543 | 清仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$6,515 | 清仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A | $0 | 0.00% | 0 | -135 | -100.0% | -$6,500 | 清仓 |
| PRGS | PROGRESS SOFTWARE CORP COM | $0 | 0.00% | 0 | -253 | -100.0% | -$6,489 | 清仓 |
| AKR | ACADIA RLTY TR COM SH BEN INT | $0 | 0.00% | 0 | -339 | -100.0% | -$6,482 | 清仓 |
| FIVA | FIDELITY INTERNATIONAL VALUE FACTOR ETF | $0 | 0.00% | 0 | -186 | -100.0% | -$6,475 | 清仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT I CL A | $0 | 0.00% | 0 | -177 | -100.0% | -$6,441 | 清仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $0 | 0.00% | 0 | -29 | -100.0% | -$6,440 | 清仓 |
| PDD | PDD HOLDINGS INC SPONSORED ADS | $0 | 0.00% | 0 | -63 | -100.0% | -$6,437 | 清仓 |
| ACAD | ACADIA PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -289 | -100.0% | -$6,433 | 清仓 |
| LFST | LIFESTANCE HEALTH GROUP INC COM | $0 | 0.00% | 0 | -1,009 | -100.0% | -$6,427 | 清仓 |
| CHH | CHOICE HOTELS INTL INC COM | $0 | 0.00% | 0 | -62 | -100.0% | -$6,417 | 清仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $0 | 0.00% | 0 | -76 | -100.0% | -$6,417 | 清仓 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS TR COM | $0 | 0.00% | 0 | -433 | -100.0% | -$6,361 | 清仓 |
| ARCC | ARES CAPITAL CORP COM | $0 | 0.00% | 0 | -352 | -100.0% | -$6,343 | 清仓 |
| COMP | COMPASS INC CL A | $0 | 0.00% | 0 | -866 | -100.0% | -$6,330 | 清仓 |
| RBA | RB GLOBAL INC COM | $0 | 0.00% | 0 | -66 | -100.0% | -$6,326 | 清仓 |
| NIO | NIO INC SPON ADS | $0 | 0.00% | 0 | -1,049 | -100.0% | -$6,325 | 清仓 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $0 | 0.00% | 0 | -145 | -100.0% | -$6,321 | 清仓 |
| CARG | CARGURUS INC COM CL A | $0 | 0.00% | 0 | -185 | -100.0% | -$6,299 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $0 | 0.00% | 0 | -134 | -100.0% | -$6,286 | 清仓 |
| SLAB | SILICON LABORATORIES INC COM | $0 | 0.00% | 0 | -30 | -100.0% | -$6,245 | 清仓 |
| FAN | FIRST TRUST GLOBAL WIND ENERGY ETF | $0 | 0.00% | 0 | -250 | -100.0% | -$6,185 | 清仓 |
| FLNG | FLEX LNG LTD SHS | $0 | 0.00% | 0 | -208 | -100.0% | -$6,180 | 清仓 |
| SLVM | SYLVAMO CORP COMMON STOCK | $0 | 0.00% | 0 | -146 | -100.0% | -$6,167 | 清仓 |
| — | VERIS RESIDENTIAL INC COM | $0 | 0.00% | 0 | -326 | -100.0% | -$6,152 | 清仓 |
| PJT | PJT PARTNERS INC COM CL A | $0 | 0.00% | 0 | -44 | -100.0% | -$6,148 | 清仓 |
| RDNT | RADNET INC COM | $0 | 0.00% | 0 | -110 | -100.0% | -$6,148 | 清仓 |
| WULF | TERAWULF INC COM | $0 | 0.00% | 0 | -425 | -100.0% | -$6,133 | 清仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -64 | -100.0% | -$6,108 | 清仓 |
| GBX | GREENBRIER COS INC COM | $0 | 0.00% | 0 | -116 | -100.0% | -$6,107 | 清仓 |
| UE | URBAN EDGE PPTYS COM | $0 | 0.00% | 0 | -305 | -100.0% | -$6,094 | 清仓 |
| HRI | HERC HLDGS INC COM | $0 | 0.00% | 0 | -61 | -100.0% | -$6,073 | 清仓 |
| SE | SEA LTD SPONSORD ADS | $0 | 0.00% | 0 | -73 | -100.0% | -$6,045 | 清仓 |
| EPR | EPR PPTYS COM SH BEN INT | $0 | 0.00% | 0 | -121 | -100.0% | -$6,045 | 清仓 |
| VISN | VISTANCE NETWORKS INC COM | $0 | 0.00% | 0 | -331 | -100.0% | -$6,024 | 清仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $0 | 0.00% | 0 | -55 | -100.0% | -$6,015 | 清仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $0 | 0.00% | 0 | -726 | -100.0% | -$5,997 | 清仓 |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $0 | 0.00% | 0 | -88 | -100.0% | -$5,995 | 清仓 |
| CAR | AVIS BUDGET GROUP INC COM | $0 | 0.00% | 0 | -41 | -100.0% | -$5,980 | 清仓 |
| COUR | COURSERA INC COM | $0 | 0.00% | 0 | -1,025 | -100.0% | -$5,966 | 清仓 |
| HAE | HAEMONETICS CORP MASS COM | $0 | 0.00% | 0 | -105 | -100.0% | -$5,918 | 清仓 |
| LRN | STRIDE INC COM | $0 | 0.00% | 0 | -67 | -100.0% | -$5,907 | 清仓 |
| CASH | PATHWARD FINANCIAL INC COM | $0 | 0.00% | 0 | -66 | -100.0% | -$5,889 | 清仓 |
| CMRE | COSTAMARE INC SHS | $0 | 0.00% | 0 | -348 | -100.0% | -$5,881 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $0 | 0.00% | 0 | -691 | -100.0% | -$5,839 | 清仓 |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | $0 | 0.00% | 0 | -128 | -100.0% | -$5,832 | 清仓 |
| — | ISHARES ETHEREUM TRUST ETF | $0 | 0.00% | 0 | -368 | -100.0% | -$5,825 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $0 | 0.00% | 0 | -61 | -100.0% | -$5,820 | 清仓 |
| — | IMPACT SHARES WOMENS EMPOWERMENT ETF | $0 | 0.00% | 0 | -147 | -100.0% | -$5,818 | 清仓 |
| RRR | RED ROCK RESORTS INC CL A | $0 | 0.00% | 0 | -109 | -100.0% | -$5,816 | 清仓 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $0 | 0.00% | 0 | -617 | -100.0% | -$5,812 | 清仓 |
| TREX | TREX INC COM | $0 | 0.00% | 0 | -159 | -100.0% | -$5,791 | 清仓 |