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 |
|---|---|---|---|---|---|---|---|---|
| PMT | PENNYMAC MTG INVT TR COM | $0 | 0.00% | 0 | -291 | -100.0% | -$3,393 | 清仓 |
| OCFC | OCEANFIRST FINL CORP COM | $0 | 0.00% | 0 | -188 | -100.0% | -$3,392 | 清仓 |
| FBNC | FIRST BANCORP N C COM | $0 | 0.00% | 0 | -60 | -100.0% | -$3,381 | 清仓 |
| OSPN | ONESPAN INC COM | $0 | 0.00% | 0 | -321 | -100.0% | -$3,380 | 清仓 |
| — | THERMON GROUP HLDGS INC COM | $0 | 0.00% | 0 | -67 | -100.0% | -$3,377 | 清仓 |
| ONON | ON HLDG AG NAMEN AKT A | $0 | 0.00% | 0 | -99 | -100.0% | -$3,368 | 清仓 |
| ASR | GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B | $0 | 0.00% | 0 | -10 | -100.0% | -$3,361 | 清仓 |
| IBMO | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | $0 | 0.00% | 0 | -131 | -100.0% | -$3,358 | 清仓 |
| IBMS | ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF | $0 | 0.00% | 0 | -130 | -100.0% | -$3,358 | 清仓 |
| HOPE | HOPE BANCORP INC COM | $0 | 0.00% | 0 | -300 | -100.0% | -$3,351 | 清仓 |
| IBMR | ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF | $0 | 0.00% | 0 | -132 | -100.0% | -$3,346 | 清仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | $0 | 0.00% | 0 | -91 | -100.0% | -$3,344 | 清仓 |
| IBMQ | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | $0 | 0.00% | 0 | -131 | -100.0% | -$3,344 | 清仓 |
| IBMP | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | $0 | 0.00% | 0 | -131 | -100.0% | -$3,333 | 清仓 |
| NPKI | NPK INTERNATIONAL INC COM SHS | $0 | 0.00% | 0 | -230 | -100.0% | -$3,333 | 清仓 |
| — | INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -159 | -100.0% | -$3,320 | 清仓 |
| — | INVESCO BULLETSHARES 2035 MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -132 | -100.0% | -$3,317 | 清仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $0 | 0.00% | 0 | -132 | -100.0% | -$3,309 | 清仓 |
| BSMW | INVESCO BULLETSHARES 2032 MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -132 | -100.0% | -$3,281 | 清仓 |
| — | INVESCO BULLETSHARES 2033 MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -129 | -100.0% | -$3,279 | 清仓 |
| — | INVESCO BULLETSHARES 2034 MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -135 | -100.0% | -$3,275 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC COM | $0 | 0.00% | 0 | -110 | -100.0% | -$3,268 | 清仓 |
| RKT | ROCKET COS INC COM CL A | $0 | 0.00% | 0 | -229 | -100.0% | -$3,263 | 清仓 |
| LCID | LUCID GROUP INC COM NEW | $0 | 0.00% | 0 | -342 | -100.0% | -$3,259 | 清仓 |
| RLY | STATE STREET MULTI-ASSET REAL RETURN ETF | $0 | 0.00% | 0 | -90 | -100.0% | -$3,254 | 清仓 |
| COGT | COGENT BIOSCIENCES INC COM | $0 | 0.00% | 0 | -83 | -100.0% | -$3,195 | 清仓 |
| — | SELECT MED HLDGS CORP COM | $0 | 0.00% | 0 | -196 | -100.0% | -$3,193 | 清仓 |
| EEFT | EURONET WORLDWIDE INC COM | $0 | 0.00% | 0 | -48 | -100.0% | -$3,186 | 清仓 |
| CIM | CHIMERA INVT CORP COM SHS | $0 | 0.00% | 0 | -252 | -100.0% | -$3,163 | 清仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV SHS | $0 | 0.00% | 0 | -120 | -100.0% | -$3,162 | 清仓 |
| CRGY | CRESCENT ENERGY COMPANY CL A COM | $0 | 0.00% | 0 | -234 | -100.0% | -$3,159 | 清仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $0 | 0.00% | 0 | -57 | -100.0% | -$3,149 | 清仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $0 | 0.00% | 0 | -19 | -100.0% | -$3,148 | 清仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $0 | 0.00% | 0 | -24 | -100.0% | -$3,147 | 清仓 |
| SCYB | SCHWAB HIGH YIELD BOND ETF | $0 | 0.00% | 0 | -121 | -100.0% | -$3,146 | 清仓 |
| — | TWO HARBORS INVENTMENT CORPOR COM | $0 | 0.00% | 0 | -275 | -100.0% | -$3,141 | 清仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS COM | $0 | 0.00% | 0 | -114 | -100.0% | -$3,140 | 清仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $0 | 0.00% | 0 | -33 | -100.0% | -$3,127 | 清仓 |
| KOF | COCA-COLA FEMSA SAB DE CV SPONS ADS REP | $0 | 0.00% | 0 | -32 | -100.0% | -$3,122 | 清仓 |
| — | HERITAGE COMM CORP COM | $0 | 0.00% | 0 | -250 | -100.0% | -$3,120 | 清仓 |
| PLOW | DOUGLAS DYNAMICS INC COM | $0 | 0.00% | 0 | -74 | -100.0% | -$3,115 | 清仓 |
| MPT | MEDICAL PROPERTIES TRUST INC COM | $0 | 0.00% | 0 | -670 | -100.0% | -$3,102 | 清仓 |
| — | VIRTUS CONVERTIBLE & INC FD II COM NEW | $0 | 0.00% | 0 | -231 | -100.0% | -$3,098 | 清仓 |
| CLS | CELESTICA INC COM | $0 | 0.00% | 0 | -11 | -100.0% | -$3,098 | 清仓 |
| STBA | S & T BANCORP INC COM | $0 | 0.00% | 0 | -74 | -100.0% | -$3,095 | 清仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $0 | 0.00% | 0 | -98 | -100.0% | -$3,090 | 清仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC COM | $0 | 0.00% | 0 | -65 | -100.0% | -$3,064 | 清仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $0 | 0.00% | 0 | -14 | -100.0% | -$3,063 | 清仓 |
| AGYS | AGILYSYS INC COM | $0 | 0.00% | 0 | -43 | -100.0% | -$3,059 | 清仓 |
| UVV | UNIVERSAL CORP VA MTNS BK ENT COM | $0 | 0.00% | 0 | -58 | -100.0% | -$3,057 | 清仓 |
| IMKTA | INGLES MKTS INC CL A | $0 | 0.00% | 0 | -34 | -100.0% | -$3,056 | 清仓 |
| RUN | SUNRUN INC COM | $0 | 0.00% | 0 | -225 | -100.0% | -$3,051 | 清仓 |
| PKX | POSCO HOLDINGS INC SPONSORED ADR | $0 | 0.00% | 0 | -52 | -100.0% | -$3,041 | 清仓 |
| OSCR | OSCAR HEALTH INC CL A | $0 | 0.00% | 0 | -265 | -100.0% | -$3,040 | 清仓 |
| HMN | HORACE MANN EDUCATORS CORP NEW COM | $0 | 0.00% | 0 | -71 | -100.0% | -$3,030 | 清仓 |
| TGTX | TG THERAPEUTICS INC COM | $0 | 0.00% | 0 | -91 | -100.0% | -$3,023 | 清仓 |
| ZUMZ | ZUMIEZ INC COM | $0 | 0.00% | 0 | -136 | -100.0% | -$3,014 | 清仓 |
| — | LIBERTY BROADBAND CORP COM SER A | $0 | 0.00% | 0 | -60 | -100.0% | -$3,013 | 清仓 |
| RCKT | ROCKET PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -840 | -100.0% | -$3,007 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $0 | 0.00% | 0 | -21 | -100.0% | -$3,000 | 清仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED COM | $0 | 0.00% | 0 | -130 | -100.0% | -$2,984 | 清仓 |
| WSC | WILLSCOT HLDGS CORP COM CL A | $0 | 0.00% | 0 | -171 | -100.0% | -$2,969 | 清仓 |
| ECVT | ECOVYST INC COM | $0 | 0.00% | 0 | -230 | -100.0% | -$2,958 | 清仓 |
| — | STELLAR BANCORP INC COM | $0 | 0.00% | 0 | -80 | -100.0% | -$2,929 | 清仓 |
| KELYA | KELLY SVCS INC CL A | $0 | 0.00% | 0 | -329 | -100.0% | -$2,912 | 清仓 |
| STC | STEWART INFORMATION SVCS CORP COM | $0 | 0.00% | 0 | -47 | -100.0% | -$2,894 | 清仓 |
| HST | HOST HOTELS & RESORTS INC COM | $0 | 0.00% | 0 | -151 | -100.0% | -$2,893 | 清仓 |
| DT | DYNATRACE INC COM NEW | $0 | 0.00% | 0 | -78 | -100.0% | -$2,884 | 清仓 |
| SEI | SOLARIS ENERGY INFRAS INC COM CL A | $0 | 0.00% | 0 | -51 | -100.0% | -$2,882 | 清仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FORM COM | $0 | 0.00% | 0 | -247 | -100.0% | -$2,878 | 清仓 |
| ICLR | ICON PLC SHS | $0 | 0.00% | 0 | -26 | -100.0% | -$2,877 | 清仓 |
| JBGS | JBG SMITH PPTYS COM | $0 | 0.00% | 0 | -196 | -100.0% | -$2,864 | 清仓 |
| TALO | TALOS ENERGY INC COM | $0 | 0.00% | 0 | -181 | -100.0% | -$2,853 | 清仓 |
| ACDC | PROFRAC HLDG CORP CLASS A COM | $0 | 0.00% | 0 | -460 | -100.0% | -$2,852 | 清仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $0 | 0.00% | 0 | -57 | -100.0% | -$2,832 | 清仓 |
| PATH | UIPATH INC CL A | $0 | 0.00% | 0 | -255 | -100.0% | -$2,831 | 清仓 |
| YELP | YELP INC CL A | $0 | 0.00% | 0 | -114 | -100.0% | -$2,820 | 清仓 |
| PCTY | PAYLOCITY HLDG CORP COM | $0 | 0.00% | 0 | -26 | -100.0% | -$2,809 | 清仓 |
| RZLV | REZOLVE AI PLC ORD SHS | $0 | 0.00% | 0 | -1,097 | -100.0% | -$2,808 | 清仓 |
| LOAR | LOAR HOLDINGS INC COM SHS | $0 | 0.00% | 0 | -49 | -100.0% | -$2,807 | 清仓 |
| ZS | ZSCALER INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$2,806 | 清仓 |
| HIMX | HIMAX TECHNOLOGIES INC SPONSORED ADR | $0 | 0.00% | 0 | -354 | -100.0% | -$2,786 | 清仓 |
| TNK | TEEKAY TANKERS LTD CL A | $0 | 0.00% | 0 | -38 | -100.0% | -$2,786 | 清仓 |
| INFY | INFOSYS LTD SPONSORED ADR | $0 | 0.00% | 0 | -206 | -100.0% | -$2,783 | 清仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -70 | -100.0% | -$2,757 | 清仓 |
| PBI | PITNEY BOWES INC COM | $0 | 0.00% | 0 | -248 | -100.0% | -$2,740 | 清仓 |
| PFBC | PREFERRED BK LOS ANGELES CA COM NEW | $0 | 0.00% | 0 | -30 | -100.0% | -$2,721 | 清仓 |
| OFG | OFG BANCORP COM | $0 | 0.00% | 0 | -67 | -100.0% | -$2,711 | 清仓 |
| MGNI | MAGNITE INC COM | $0 | 0.00% | 0 | -228 | -100.0% | -$2,709 | 清仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -31 | -100.0% | -$2,696 | 清仓 |
| KB | KB FINL GROUP INC SPONSORED ADR | $0 | 0.00% | 0 | -27 | -100.0% | -$2,693 | 清仓 |
| — | NAVIENT CORPORATION COM | $0 | 0.00% | 0 | -329 | -100.0% | -$2,691 | 清仓 |
| HUBS | HUBSPOT INC COM | $0 | 0.00% | 0 | -11 | -100.0% | -$2,685 | 清仓 |
| MCB | METROPOLITAN BK HLDG CORP COM | $0 | 0.00% | 0 | -32 | -100.0% | -$2,665 | 清仓 |
| — | STKD 100 BITCOIN & 100 GOLD ETF | $0 | 0.00% | 0 | -97 | -100.0% | -$2,659 | 清仓 |
| BNS | BANK NOVA SCOTIA B C COM | $0 | 0.00% | 0 | -38 | -100.0% | -$2,634 | 清仓 |
| AVTR | AVANTOR INC COM | $0 | 0.00% | 0 | -335 | -100.0% | -$2,626 | 清仓 |
| DX | DYNEX CAP INC COM | $0 | 0.00% | 0 | -205 | -100.0% | -$2,616 | 清仓 |
| GIII | G III APPAREL GROUP LTD COM | $0 | 0.00% | 0 | -94 | -100.0% | -$2,604 | 清仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $0 | 0.00% | 0 | -79 | -100.0% | -$2,603 | 清仓 |