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 |
|---|---|---|---|---|---|---|---|---|
| FCF | FIRST COMWLTH FINL CORP PA COM | $0 | 0.00% | 0 | -249 | -100.0% | -$4,377 | 清仓 |
| SPNT | SIRIUSPOINT LTD COM | $0 | 0.00% | 0 | -203 | -100.0% | -$4,373 | 清仓 |
| ENOV | ENOVIS CORPORATION COM | $0 | 0.00% | 0 | -192 | -100.0% | -$4,368 | 清仓 |
| CHT | CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | $0 | 0.00% | 0 | -103 | -100.0% | -$4,351 | 清仓 |
| REET | ISHARES GLOBAL REIT ETF | $0 | 0.00% | 0 | -172 | -100.0% | -$4,326 | 清仓 |
| LNTH | LANTHEUS HLDGS INC COM | $0 | 0.00% | 0 | -57 | -100.0% | -$4,323 | 清仓 |
| GEF/B | GREIF INC CL B | $0 | 0.00% | 0 | -49 | -100.0% | -$4,289 | 清仓 |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $0 | 0.00% | 0 | -107 | -100.0% | -$4,268 | 清仓 |
| FRO | FRONTLINE PLC COM | $0 | 0.00% | 0 | -122 | -100.0% | -$4,253 | 清仓 |
| NABL | N-ABLE INC COMMON STOCK | $0 | 0.00% | 0 | -904 | -100.0% | -$4,222 | 清仓 |
| NBTB | NBT BANCORP INC COM | $0 | 0.00% | 0 | -99 | -100.0% | -$4,215 | 清仓 |
| — | YIELDMAX ULTRA OPTION INCOME STRATEGY ETF | $0 | 0.00% | 0 | -137 | -100.0% | -$4,202 | 清仓 |
| CVE | CENOVUS ENERGY INC COM | $0 | 0.00% | 0 | -158 | -100.0% | -$4,192 | 清仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC COM | $0 | 0.00% | 0 | -77 | -100.0% | -$4,190 | 清仓 |
| LKFN | LAKELAND FINL CORP COM | $0 | 0.00% | 0 | -73 | -100.0% | -$4,189 | 清仓 |
| GQRE | FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND | $0 | 0.00% | 0 | -70 | -100.0% | -$4,182 | 清仓 |
| TEAM | ATLASSIAN CORPORATION CL A | $0 | 0.00% | 0 | -61 | -100.0% | -$4,163 | 清仓 |
| VERX | VERTEX INC CL A | $0 | 0.00% | 0 | -350 | -100.0% | -$4,162 | 清仓 |
| BUSE | FIRST BUSEY CORP COM NEW | $0 | 0.00% | 0 | -164 | -100.0% | -$4,144 | 清仓 |
| SAFT | SAFETY INS GROUP INC COM | $0 | 0.00% | 0 | -57 | -100.0% | -$4,140 | 清仓 |
| PRM | PERIMETER SOLUTIONS INC COMMON STOCK | $0 | 0.00% | 0 | -169 | -100.0% | -$4,127 | 清仓 |
| VTOL | BRISTOW GROUP INC COM | $0 | 0.00% | 0 | -87 | -100.0% | -$4,079 | 清仓 |
| SITC | SITE CTRS CORP COM | $0 | 0.00% | 0 | -754 | -100.0% | -$4,072 | 清仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $0 | 0.00% | 0 | -65 | -100.0% | -$4,072 | 清仓 |
| BAP | CREDICORP LTD COM | $0 | 0.00% | 0 | -12 | -100.0% | -$4,070 | 清仓 |
| MQ | MARQETA INC CLASS A COM | $0 | 0.00% | 0 | -996 | -100.0% | -$4,064 | 清仓 |
| BCE | BCE INC COM NEW | $0 | 0.00% | 0 | -161 | -100.0% | -$4,064 | 清仓 |
| FMS | FRESENIUS MEDICAL CARE AG SPONSORED ADR | $0 | 0.00% | 0 | -180 | -100.0% | -$4,061 | 清仓 |
| VCYT | VERACYTE INC COM | $0 | 0.00% | 0 | -126 | -100.0% | -$4,058 | 清仓 |
| TNC | TENNANT CO COM | $0 | 0.00% | 0 | -61 | -100.0% | -$4,050 | 清仓 |
| SKT | TANGER INC COM | $0 | 0.00% | 0 | -119 | -100.0% | -$4,044 | 清仓 |
| — | SUPERNUS PHARMACEUTICALS COM | $0 | 0.00% | 0 | -78 | -100.0% | -$4,032 | 清仓 |
| BCX | BLACKROCK RES & COMMODITIES ST SHS | $0 | 0.00% | 0 | -334 | -100.0% | -$4,025 | 清仓 |
| PFLT | PENNANTPARK FLOATING RATE CAP COM | $0 | 0.00% | 0 | -500 | -100.0% | -$4,020 | 清仓 |
| CRSR | CORSAIR GAMING INC COM | $0 | 0.00% | 0 | -720 | -100.0% | -$3,996 | 清仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -171 | -100.0% | -$3,995 | 清仓 |
| MMT | MFS MULTIMARKET INCOME TR SH BEN INT | $0 | 0.00% | 0 | -863 | -100.0% | -$3,987 | 清仓 |
| EXI | ISHARES GLOBAL INDUSTRIALS ETF | $0 | 0.00% | 0 | -22 | -100.0% | -$3,982 | 清仓 |
| TMDX | TRANSMEDICS GROUP INC COM | $0 | 0.00% | 0 | -40 | -100.0% | -$3,976 | 清仓 |
| HTH | HILLTOP HLDGS INC COM | $0 | 0.00% | 0 | -111 | -100.0% | -$3,976 | 清仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -43 | -100.0% | -$3,971 | 清仓 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $0 | 0.00% | 0 | -578 | -100.0% | -$3,969 | 清仓 |
| ADMA | ADMA BIOLOGICS INC COM | $0 | 0.00% | 0 | -440 | -100.0% | -$3,964 | 清仓 |
| CHCO | CITY HLDG CO COM | $0 | 0.00% | 0 | -33 | -100.0% | -$3,944 | 清仓 |
| SMDV | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | $0 | 0.00% | 0 | -57 | -100.0% | -$3,943 | 清仓 |
| — | SIMPLIFY VOLATILITY PREMIUM ETF | $0 | 0.00% | 0 | -257 | -100.0% | -$3,937 | 清仓 |
| BMO | BANK MONTREAL MEDIUM COM | $0 | 0.00% | 0 | -29 | -100.0% | -$3,925 | 清仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $0 | 0.00% | 0 | -163 | -100.0% | -$3,892 | 清仓 |
| — | AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF | $0 | 0.00% | 0 | -260 | -100.0% | -$3,871 | 清仓 |
| BAX | BAXTER INTL INC COM | $0 | 0.00% | 0 | -230 | -100.0% | -$3,864 | 清仓 |
| NTST | NETSTREIT CORP COM | $0 | 0.00% | 0 | -204 | -100.0% | -$3,841 | 清仓 |
| BF/A | BROWN FORMAN CORP CL A | $0 | 0.00% | 0 | -143 | -100.0% | -$3,831 | 清仓 |
| — | KENNEDY-WILSON HOLDINGS INC COM | $0 | 0.00% | 0 | -354 | -100.0% | -$3,830 | 清仓 |
| TNET | TRINET GROUP INC COM | $0 | 0.00% | 0 | -105 | -100.0% | -$3,825 | 清仓 |
| SWBI | SMITH & WESSON BRANDS INC COM | $0 | 0.00% | 0 | -266 | -100.0% | -$3,812 | 清仓 |
| PLNT | PLANET FITNESS MASTER ISSUER L CL A | $0 | 0.00% | 0 | -51 | -100.0% | -$3,793 | 清仓 |
| LGND | LIGAND PHARMACEUTICALS INC COM NEW | $0 | 0.00% | 0 | -19 | -100.0% | -$3,793 | 清仓 |
| SYBT | STOCK YDS BANCORP INC COM | $0 | 0.00% | 0 | -57 | -100.0% | -$3,779 | 清仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $0 | 0.00% | 0 | -479 | -100.0% | -$3,779 | 清仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $0 | 0.00% | 0 | -204 | -100.0% | -$3,778 | 清仓 |
| LGOV | FIRST TRUST LONG DURATION OPPORTUNITIES ETF | $0 | 0.00% | 0 | -175 | -100.0% | -$3,775 | 清仓 |
| CALX | CALIX INC COM | $0 | 0.00% | 0 | -77 | -100.0% | -$3,772 | 清仓 |
| MFA | MFA FINL INC COM | $0 | 0.00% | 0 | -393 | -100.0% | -$3,765 | 清仓 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $0 | 0.00% | 0 | -99 | -100.0% | -$3,736 | 清仓 |
| NTLA | INTELLIA THERAPEUTICS INC COM | $0 | 0.00% | 0 | -291 | -100.0% | -$3,731 | 清仓 |
| ALAB | ASTERA LABS INC COM | $0 | 0.00% | 0 | -34 | -100.0% | -$3,726 | 清仓 |
| EIG | EMPLOYERS HLDGS INC COM | $0 | 0.00% | 0 | -90 | -100.0% | -$3,703 | 清仓 |
| GDYN | GRID DYNAMICS HLDGS INC CL A | $0 | 0.00% | 0 | -645 | -100.0% | -$3,677 | 清仓 |
| — | CSG SYS INTL INC COM | $0 | 0.00% | 0 | -46 | -100.0% | -$3,677 | 清仓 |
| BATRK | ATLANTA BRAVES HLDGS INC COM SER C | $0 | 0.00% | 0 | -86 | -100.0% | -$3,672 | 清仓 |
| DAVE | DAVE INC CLASS A COM NEW | $0 | 0.00% | 0 | -21 | -100.0% | -$3,656 | 清仓 |
| HLLY | HOLLEY INC COM | $0 | 0.00% | 0 | -1,184 | -100.0% | -$3,635 | 清仓 |
| UHAL | U HAUL HOLDING COMPANY COM | $0 | 0.00% | 0 | -76 | -100.0% | -$3,631 | 清仓 |
| VRTS | VIRTUS INVT PARTNERS INC COM | $0 | 0.00% | 0 | -27 | -100.0% | -$3,627 | 清仓 |
| DNLI | DENALI THERAPEUTICS INC COM | $0 | 0.00% | 0 | -188 | -100.0% | -$3,610 | 清仓 |
| DSGX | DESCARTES SYS GROUP INC COM | $0 | 0.00% | 0 | -50 | -100.0% | -$3,578 | 清仓 |
| RUM | RUMBLE INC COM CL A | $0 | 0.00% | 0 | -700 | -100.0% | -$3,570 | 清仓 |
| NPFD | NUVEEN VRIABL RAT PFD & INM FD COM | $0 | 0.00% | 0 | -196 | -100.0% | -$3,557 | 清仓 |
| JD | JD.COM INC SPON ADS CL A | $0 | 0.00% | 0 | -120 | -100.0% | -$3,548 | 清仓 |
| EXTR | EXTREME NETWORKS INC COM | $0 | 0.00% | 0 | -235 | -100.0% | -$3,544 | 清仓 |
| — | DIGITALBRIDGE GROUP INC CL A NEW | $0 | 0.00% | 0 | -229 | -100.0% | -$3,531 | 清仓 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $0 | 0.00% | 0 | -81 | -100.0% | -$3,530 | 清仓 |
| ANDE | ANDERSONS INC COM | $0 | 0.00% | 0 | -49 | -100.0% | -$3,517 | 清仓 |
| EBF | ENNIS INC COM | $0 | 0.00% | 0 | -164 | -100.0% | -$3,513 | 清仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $0 | 0.00% | 0 | -41 | -100.0% | -$3,491 | 清仓 |
| JJSF | J & J SNACK FOODS CORP COM | $0 | 0.00% | 0 | -44 | -100.0% | -$3,488 | 清仓 |
| CCJ | CAMECO CORP COM | $0 | 0.00% | 0 | -32 | -100.0% | -$3,476 | 清仓 |
| CON | CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK | $0 | 0.00% | 0 | -162 | -100.0% | -$3,475 | 清仓 |
| ADTN | ADTRAN HOLDINGS INC COM | $0 | 0.00% | 0 | -276 | -100.0% | -$3,472 | 清仓 |
| FLGV | FRANKLIN U.S. TREASURY BOND ETF | $0 | 0.00% | 0 | -169 | -100.0% | -$3,453 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $0 | 0.00% | 0 | -17 | -100.0% | -$3,451 | 清仓 |
| APPN | APPIAN CORP CL A | $0 | 0.00% | 0 | -143 | -100.0% | -$3,448 | 清仓 |
| ARI | APOLLO COML REAL ESTATE FIN COM | $0 | 0.00% | 0 | -326 | -100.0% | -$3,443 | 清仓 |
| WKC | WORLD KINECT CORPORATION COM | $0 | 0.00% | 0 | -149 | -100.0% | -$3,437 | 清仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $0 | 0.00% | 0 | -37 | -100.0% | -$3,432 | 清仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$3,430 | 清仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -68 | -100.0% | -$3,407 | 清仓 |
| HNI | HNI CORP COM | $0 | 0.00% | 0 | -102 | -100.0% | -$3,406 | 清仓 |
| HTO | H2O AMERICA COM | $0 | 0.00% | 0 | -58 | -100.0% | -$3,403 | 清仓 |
| COHU | COHU INC COM | $0 | 0.00% | 0 | -111 | -100.0% | -$3,399 | 清仓 |