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 |
|---|---|---|---|---|---|---|---|---|
| EFSC | ENTERPRISE FINL SVCS CORP COM | $0 | 0.00% | 0 | -107 | -100.0% | -$5,790 | 清仓 |
| OBK | ORIGIN BANCORP INC COM | $0 | 0.00% | 0 | -139 | -100.0% | -$5,763 | 清仓 |
| LEU | CENTRUS ENERGY CORP CL A | $0 | 0.00% | 0 | -33 | -100.0% | -$5,728 | 清仓 |
| FIZZ | NATIONAL BEVERAGE CORP COM | $0 | 0.00% | 0 | -170 | -100.0% | -$5,721 | 清仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE I COM | $0 | 0.00% | 0 | -124 | -100.0% | -$5,721 | 清仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $0 | 0.00% | 0 | -110 | -100.0% | -$5,712 | 清仓 |
| NESR | NATIONAL ENERGY SERVICES REUNI SHS | $0 | 0.00% | 0 | -266 | -100.0% | -$5,711 | 清仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $0 | 0.00% | 0 | -109 | -100.0% | -$5,666 | 清仓 |
| PAY | PAYMENTUS HOLDINGS INC COM CL A | $0 | 0.00% | 0 | -223 | -100.0% | -$5,664 | 清仓 |
| AGM | FEDERAL AGRIC MTG CORP CL C | $0 | 0.00% | 0 | -38 | -100.0% | -$5,637 | 清仓 |
| AGL | AGILON HEALTH INC COM NEW | $0 | 0.00% | 0 | -712 | -100.0% | -$5,632 | 清仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL COM | $0 | 0.00% | 0 | -513 | -100.0% | -$5,622 | 清仓 |
| RH | RH COM | $0 | 0.00% | 0 | -40 | -100.0% | -$5,593 | 清仓 |
| BTX | BLACKROCK TECH AND PRIVATE EQU SHS BEN INT | $0 | 0.00% | 0 | -847 | -100.0% | -$5,590 | 清仓 |
| UEC | URANIUM ENERGY CORP COM | $0 | 0.00% | 0 | -413 | -100.0% | -$5,576 | 清仓 |
| NTCT | NETSCOUT SYS INC COM | $0 | 0.00% | 0 | -175 | -100.0% | -$5,563 | 清仓 |
| DCOM | DIME CMNTY BANCSHARES INC COM | $0 | 0.00% | 0 | -164 | -100.0% | -$5,546 | 清仓 |
| AMLP | ALERIAN MLP ETF | $0 | 0.00% | 0 | -104 | -100.0% | -$5,475 | 清仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $0 | 0.00% | 0 | -25 | -100.0% | -$5,468 | 清仓 |
| MRX | MAREX GROUP PLC ORD | $0 | 0.00% | 0 | -122 | -100.0% | -$5,439 | 清仓 |
| MGC | VANGUARD MEGA CAP ETF | $0 | 0.00% | 0 | -23 | -100.0% | -$5,436 | 清仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $0 | 0.00% | 0 | -116 | -100.0% | -$5,385 | 清仓 |
| SMTC | SEMTECH CORP COM | $0 | 0.00% | 0 | -70 | -100.0% | -$5,382 | 清仓 |
| HHH | HOWARD HUGHES HOLDINGS INC COM | $0 | 0.00% | 0 | -85 | -100.0% | -$5,377 | 清仓 |
| TBBK | BANCORP INC DEL COM | $0 | 0.00% | 0 | -100 | -100.0% | -$5,373 | 清仓 |
| PNQI | INVESCO NASDAQ INTERNET ETF | $0 | 0.00% | 0 | -120 | -100.0% | -$5,368 | 清仓 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | $0 | 0.00% | 0 | -55 | -100.0% | -$5,355 | 清仓 |
| MCRI | MONARCH CASINO & RESORT INC COM | $0 | 0.00% | 0 | -56 | -100.0% | -$5,354 | 清仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $0 | 0.00% | 0 | -102 | -100.0% | -$5,338 | 清仓 |
| IEV | ISHARES EUROPE ETF | $0 | 0.00% | 0 | -78 | -100.0% | -$5,299 | 清仓 |
| AWR | AMER STATES WTR CO COM | $0 | 0.00% | 0 | -70 | -100.0% | -$5,293 | 清仓 |
| — | MISTER CAR WASH INC COM | $0 | 0.00% | 0 | -758 | -100.0% | -$5,283 | 清仓 |
| SAH | SONIC AUTOMOTIVE INC CL A | $0 | 0.00% | 0 | -77 | -100.0% | -$5,280 | 清仓 |
| ITGR | INTEGER HLDGS CORP COM | $0 | 0.00% | 0 | -60 | -100.0% | -$5,280 | 清仓 |
| BROS | DUTCH BROS INC CL A | $0 | 0.00% | 0 | -104 | -100.0% | -$5,269 | 清仓 |
| CWT | CALIFORNIA WTR SVC GROUP COM | $0 | 0.00% | 0 | -116 | -100.0% | -$5,259 | 清仓 |
| ADUS | ADDUS HOMECARE CORP COM | $0 | 0.00% | 0 | -56 | -100.0% | -$5,244 | 清仓 |
| PACS | PACS GROUP INC COM SHS | $0 | 0.00% | 0 | -163 | -100.0% | -$5,236 | 清仓 |
| UA | UNDER ARMOUR INC CL C | $0 | 0.00% | 0 | -903 | -100.0% | -$5,228 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $0 | 0.00% | 0 | -43 | -100.0% | -$5,226 | 清仓 |
| UAA | UNDER ARMOUR INC CL A | $0 | 0.00% | 0 | -882 | -100.0% | -$5,213 | 清仓 |
| TR | TOOTSIE ROLL INDS INC COM | $0 | 0.00% | 0 | -122 | -100.0% | -$5,212 | 清仓 |
| GLIBK | GCI LIBERTY INC COM SER C | $0 | 0.00% | 0 | -140 | -100.0% | -$5,209 | 清仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $0 | 0.00% | 0 | -41 | -100.0% | -$5,181 | 清仓 |
| CRAI | CRA INTL INC COM | $0 | 0.00% | 0 | -32 | -100.0% | -$5,180 | 清仓 |
| APLE | APPLE HOSPITALITY REIT INC COM NEW | $0 | 0.00% | 0 | -450 | -100.0% | -$5,180 | 清仓 |
| SPHR | SPHERE ENTERTAINMENT CO CL A | $0 | 0.00% | 0 | -44 | -100.0% | -$5,166 | 清仓 |
| — | ALIGHT INC COM CL A | $0 | 0.00% | 0 | -8,860 | -100.0% | -$5,163 | 清仓 |
| FCPT | FOUR CORNERS PPTY TR INC COM | $0 | 0.00% | 0 | -218 | -100.0% | -$5,156 | 清仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $0 | 0.00% | 0 | -101 | -100.0% | -$5,132 | 清仓 |
| LEN/B | LENNAR CORP CL B | $0 | 0.00% | 0 | -61 | -100.0% | -$5,131 | 清仓 |
| ARGX | ARGENX SE SPONSORED ADR | $0 | 0.00% | 0 | -7 | -100.0% | -$5,112 | 清仓 |
| CDNA | CAREDX INC COM | $0 | 0.00% | 0 | -294 | -100.0% | -$5,104 | 清仓 |
| FET | FORUM ENERGY TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -87 | -100.0% | -$5,103 | 清仓 |
| THYF | T. ROWE PRICE U.S. HIGH YIELD ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$5,101 | 清仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT | $0 | 0.00% | 0 | -229 | -100.0% | -$5,072 | 清仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $0 | 0.00% | 0 | -256 | -100.0% | -$5,064 | 清仓 |
| WMK | WEIS MKTS INC COM | $0 | 0.00% | 0 | -74 | -100.0% | -$5,061 | 清仓 |
| XGDVX | GABELLI DIVID & INCOME TR COM | $0 | 0.00% | 0 | -187 | -100.0% | -$5,036 | 清仓 |
| INOD | INNODATA INC COM NEW | $0 | 0.00% | 0 | -130 | -100.0% | -$5,021 | 清仓 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $0 | 0.00% | 0 | -81 | -100.0% | -$5,010 | 清仓 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $0 | 0.00% | 0 | -123 | -100.0% | -$5,002 | 清仓 |
| SUNC | SUNOCOCORP LLC COM SHS LLC | $0 | 0.00% | 0 | -81 | -100.0% | -$4,994 | 清仓 |
| CENTA | CENTRAL GARDEN & PET CO CL A NON-VTG | $0 | 0.00% | 0 | -154 | -100.0% | -$4,993 | 清仓 |
| ALX | ALEXANDERS INC COM | $0 | 0.00% | 0 | -21 | -100.0% | -$4,960 | 清仓 |
| MGEE | MGE ENERGY INC COM | $0 | 0.00% | 0 | -64 | -100.0% | -$4,947 | 清仓 |
| BITB | BITWISE BITCOIN ETF TRUST | $0 | 0.00% | 0 | -134 | -100.0% | -$4,933 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $0 | 0.00% | 0 | -329 | -100.0% | -$4,919 | 清仓 |
| OI | O-I GLASS INC COM | $0 | 0.00% | 0 | -468 | -100.0% | -$4,919 | 清仓 |
| APPF | APPFOLIO INC COM CL A | $0 | 0.00% | 0 | -31 | -100.0% | -$4,892 | 清仓 |
| LOB | LIVE OAK BANCSHARES INC COM | $0 | 0.00% | 0 | -147 | -100.0% | -$4,861 | 清仓 |
| — | CLEARWAY ENERGY INC CL A | $0 | 0.00% | 0 | -124 | -100.0% | -$4,857 | 清仓 |
| OIS | OIL STS INTL INC COM | $0 | 0.00% | 0 | -415 | -100.0% | -$4,831 | 清仓 |
| VSEC | VSE CORP COM | $0 | 0.00% | 0 | -26 | -100.0% | -$4,794 | 清仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $0 | 0.00% | 0 | -153 | -100.0% | -$4,793 | 清仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC COM NEW | $0 | 0.00% | 0 | -360 | -100.0% | -$4,723 | 清仓 |
| PSI | INVESCO SEMICONDUCTORS ETF | $0 | 0.00% | 0 | -50 | -100.0% | -$4,719 | 清仓 |
| — | TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 | $0 | 0.00% | 0 | -952 | -100.0% | -$4,708 | 清仓 |
| KMPR | KEMPER CORP COM | $0 | 0.00% | 0 | -154 | -100.0% | -$4,706 | 清仓 |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $0 | 0.00% | 0 | -54 | -100.0% | -$4,705 | 清仓 |
| FNV | FRANCO NEV CORP COM | $0 | 0.00% | 0 | -19 | -100.0% | -$4,694 | 清仓 |
| POWI | POWER INTEGRATIONS INC COM | $0 | 0.00% | 0 | -91 | -100.0% | -$4,659 | 清仓 |
| LEVI | LEVI STRAUSS & CO NEW CL A COM STK | $0 | 0.00% | 0 | -251 | -100.0% | -$4,641 | 清仓 |
| ECPG | ENCORE CAP GROUP INC COM | $0 | 0.00% | 0 | -66 | -100.0% | -$4,628 | 清仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC COM | $0 | 0.00% | 0 | -572 | -100.0% | -$4,622 | 清仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -58 | -100.0% | -$4,614 | 清仓 |
| TGLS | TECNOGLASS INC ORD SHS | $0 | 0.00% | 0 | -103 | -100.0% | -$4,589 | 清仓 |
| LTC | LTC PPTYS INC COM | $0 | 0.00% | 0 | -123 | -100.0% | -$4,571 | 清仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $0 | 0.00% | 0 | -126 | -100.0% | -$4,564 | 清仓 |
| SUI | SUN CMNTYS INC COM | $0 | 0.00% | 0 | -36 | -100.0% | -$4,535 | 清仓 |
| — | FLUSHING FINL CORP COM | $0 | 0.00% | 0 | -294 | -100.0% | -$4,516 | 清仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC COM STK CL A | $0 | 0.00% | 0 | -362 | -100.0% | -$4,500 | 清仓 |
| FER | FERROVIAL SE ORD SHS | $0 | 0.00% | 0 | -69 | -100.0% | -$4,488 | 清仓 |
| GTY | GETTY RLTY CORP NEW COM | $0 | 0.00% | 0 | -141 | -100.0% | -$4,484 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $0 | 0.00% | 0 | -188 | -100.0% | -$4,454 | 清仓 |
| DEC | DIVERSIFIED ENERGY CO COMMON STOCK | $0 | 0.00% | 0 | -255 | -100.0% | -$4,447 | 清仓 |
| WMG | WARNER MUSIC GROUP CORP COM CL A | $0 | 0.00% | 0 | -174 | -100.0% | -$4,444 | 清仓 |
| BLKB | BLACKBAUD INC COM | $0 | 0.00% | 0 | -115 | -100.0% | -$4,440 | 清仓 |
| TREE | LENDINGTREE INC COM | $0 | 0.00% | 0 | -103 | -100.0% | -$4,417 | 清仓 |
| KRYS | KRYSTAL BIOTECH INC COM | $0 | 0.00% | 0 | -17 | -100.0% | -$4,391 | 清仓 |