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 |
|---|---|---|---|---|---|---|---|---|
| — | AMICUS THERAPEUTIC COM | $0 | 0.00% | 0 | -180 | -100.0% | -$2,603 | 清仓 |
| TTAN | SERVICETITAN INC SHS CL A | $0 | 0.00% | 0 | -41 | -100.0% | -$2,602 | 清仓 |
| CTRN | CITI TRENDS INC COM | $0 | 0.00% | 0 | -60 | -100.0% | -$2,599 | 清仓 |
| HQH | ABRDN HEALTHCARE INVESTORS SH BEN INT | $0 | 0.00% | 0 | -146 | -100.0% | -$2,597 | 清仓 |
| KGC | KINROSS GOLD CORP COM | $0 | 0.00% | 0 | -85 | -100.0% | -$2,594 | 清仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM SHS BEN INT | $0 | 0.00% | 0 | -191 | -100.0% | -$2,594 | 清仓 |
| CXW | CORECIVIC INC COM | $0 | 0.00% | 0 | -137 | -100.0% | -$2,591 | 清仓 |
| KURA | KURA ONCOLOGY INC COM | $0 | 0.00% | 0 | -318 | -100.0% | -$2,585 | 清仓 |
| PLGO | FIDELIS INSURANCE HOLDINGS LTD COM | $0 | 0.00% | 0 | -135 | -100.0% | -$2,580 | 清仓 |
| HTFL | HEARTFLOW INC COM | $0 | 0.00% | 0 | -106 | -100.0% | -$2,579 | 清仓 |
| FIW | FIRST TRUST WATER ETF | $0 | 0.00% | 0 | -25 | -100.0% | -$2,578 | 清仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC COM SHS | $0 | 0.00% | 0 | -154 | -100.0% | -$2,569 | 清仓 |
| WK | WORKIVA INC COM CL A | $0 | 0.00% | 0 | -43 | -100.0% | -$2,564 | 清仓 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $0 | 0.00% | 0 | -285 | -100.0% | -$2,559 | 清仓 |
| WABC | WESTAMERICA BANCORPORATION COM | $0 | 0.00% | 0 | -49 | -100.0% | -$2,555 | 清仓 |
| DGII | DIGI INTL INC COM | $0 | 0.00% | 0 | -53 | -100.0% | -$2,555 | 清仓 |
| BBT | BEACON FINANCIAL CORP. COM | $0 | 0.00% | 0 | -84 | -100.0% | -$2,520 | 清仓 |
| AMBP | ARDAGH METAL PACKAGING S A SHS | $0 | 0.00% | 0 | -620 | -100.0% | -$2,511 | 清仓 |
| JRI | NUVEEN REAL ASSET INCOME & GRO COM | $0 | 0.00% | 0 | -203 | -100.0% | -$2,497 | 清仓 |
| GDRX | GOODRX HLDGS INC COM CL A | $0 | 0.00% | 0 | -1,274 | -100.0% | -$2,497 | 清仓 |
| HFWA | HERITAGE FINL CORP WASH COM | $0 | 0.00% | 0 | -96 | -100.0% | -$2,496 | 清仓 |
| HLNE | HAMILTON LANE INC CL A | $0 | 0.00% | 0 | -25 | -100.0% | -$2,485 | 清仓 |
| MRTN | MARTEN TRANS LTD COM | $0 | 0.00% | 0 | -189 | -100.0% | -$2,482 | 清仓 |
| MMSI | MERIT MED SYS INC COM | $0 | 0.00% | 0 | -36 | -100.0% | -$2,481 | 清仓 |
| CPS | COOPER-STANDARD HOLDINGS INC COM | $0 | 0.00% | 0 | -89 | -100.0% | -$2,480 | 清仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $0 | 0.00% | 0 | -55 | -100.0% | -$2,478 | 清仓 |
| AER | AERCAP HOLDINGS NV SHS | $0 | 0.00% | 0 | -18 | -100.0% | -$2,469 | 清仓 |
| — | BRANDYWINEGBL GBL INCM OPP FD COM | $0 | 0.00% | 0 | -320 | -100.0% | -$2,454 | 清仓 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $0 | 0.00% | 0 | -226 | -100.0% | -$2,448 | 清仓 |
| PINS | PINTEREST INC CL A | $0 | 0.00% | 0 | -133 | -100.0% | -$2,439 | 清仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $0 | 0.00% | 0 | -49 | -100.0% | -$2,439 | 清仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -80 | -100.0% | -$2,438 | 清仓 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $0 | 0.00% | 0 | -109 | -100.0% | -$2,434 | 清仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $0 | 0.00% | 0 | -65 | -100.0% | -$2,433 | 清仓 |
| SRCE | 1ST SOURCE CORP COM | $0 | 0.00% | 0 | -35 | -100.0% | -$2,422 | 清仓 |
| PRDO | PERDOCEO ED CORP COM | $0 | 0.00% | 0 | -65 | -100.0% | -$2,419 | 清仓 |
| LZB | LA Z BOY INC COM | $0 | 0.00% | 0 | -75 | -100.0% | -$2,411 | 清仓 |
| BCAL | CALIFORNIA BANCORP COM | $0 | 0.00% | 0 | -136 | -100.0% | -$2,410 | 清仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $0 | 0.00% | 0 | -26 | -100.0% | -$2,409 | 清仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $0 | 0.00% | 0 | -99 | -100.0% | -$2,407 | 清仓 |
| — | VIRTUS CONVERTIBLE & INCOME FD COM NEW | $0 | 0.00% | 0 | -161 | -100.0% | -$2,396 | 清仓 |
| NOK | NOKIA CORP SPONSORED ADR | $0 | 0.00% | 0 | -298 | -100.0% | -$2,396 | 清仓 |
| BBSI | BARRETT BUSINESS SVCS INC COM | $0 | 0.00% | 0 | -82 | -100.0% | -$2,393 | 清仓 |
| VTS | VITESSE ENERGY INC COMMON STOCK | $0 | 0.00% | 0 | -131 | -100.0% | -$2,379 | 清仓 |
| LYFT | LYFT INC CL A COM | $0 | 0.00% | 0 | -178 | -100.0% | -$2,367 | 清仓 |
| CTRI | CENTURI HOLDINGS INC COM SHS | $0 | 0.00% | 0 | -81 | -100.0% | -$2,366 | 清仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $0 | 0.00% | 0 | -25 | -100.0% | -$2,364 | 清仓 |
| SABR | SABRE CORP COM | $0 | 0.00% | 0 | -1,629 | -100.0% | -$2,362 | 清仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME SH BEN INT | $0 | 0.00% | 0 | -58 | -100.0% | -$2,347 | 清仓 |
| — | UNITI GROUP LLC COM SHS | $0 | 0.00% | 0 | -250 | -100.0% | -$2,345 | 清仓 |
| PRCH | PORCH GROUP INC COM | $0 | 0.00% | 0 | -327 | -100.0% | -$2,345 | 清仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $0 | 0.00% | 0 | -42 | -100.0% | -$2,337 | 清仓 |
| CMPR | CIMPRESS PLC SHS EURO | $0 | 0.00% | 0 | -32 | -100.0% | -$2,336 | 清仓 |
| TCBK | TRICO BANCSHARES COM | $0 | 0.00% | 0 | -49 | -100.0% | -$2,329 | 清仓 |
| — | COLUMBIA FINL INC COM | $0 | 0.00% | 0 | -133 | -100.0% | -$2,329 | 清仓 |
| XENE | XENON PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -40 | -100.0% | -$2,326 | 清仓 |
| RWR | STATE STREET SPDR DOW JONES REIT ETF | $0 | 0.00% | 0 | -23 | -100.0% | -$2,322 | 清仓 |
| ATEN | A10 NETWORKS INC COM | $0 | 0.00% | 0 | -100 | -100.0% | -$2,312 | 清仓 |
| KFRC | KFORCE INC COM | $0 | 0.00% | 0 | -79 | -100.0% | -$2,310 | 清仓 |
| ENPH | ENPHASE ENERGY INC COM | $0 | 0.00% | 0 | -61 | -100.0% | -$2,306 | 清仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FUND COM SHS BEN INT | $0 | 0.00% | 0 | -103 | -100.0% | -$2,303 | 清仓 |
| AAT | AMERICAN ASSETS TR INC COM | $0 | 0.00% | 0 | -125 | -100.0% | -$2,301 | 清仓 |
| MOV | MOVADO GROUP INC COM | $0 | 0.00% | 0 | -94 | -100.0% | -$2,295 | 清仓 |
| BL | BLACKLINE INC COM | $0 | 0.00% | 0 | -62 | -100.0% | -$2,294 | 清仓 |
| EGBN | EAGLE BANCORPORATION INC COM | $0 | 0.00% | 0 | -92 | -100.0% | -$2,288 | 清仓 |
| HQL | ABRDN LIFE SCIENCES INVESTORS SH BEN INT | $0 | 0.00% | 0 | -140 | -100.0% | -$2,278 | 清仓 |
| EBS | EMERGENT BIOSOLUTIONS INC COM | $0 | 0.00% | 0 | -274 | -100.0% | -$2,274 | 清仓 |
| PEBO | PEOPLES BANCORP INC COM | $0 | 0.00% | 0 | -69 | -100.0% | -$2,268 | 清仓 |
| ERIE | ERIE INDTY CO CL A | $0 | 0.00% | 0 | -9 | -100.0% | -$2,262 | 清仓 |
| DOLE | DOLE PLC ORD SHS | $0 | 0.00% | 0 | -158 | -100.0% | -$2,258 | 清仓 |
| PRAX | PRAXIS PRECISION MEDICINES INC COM NEW | $0 | 0.00% | 0 | -7 | -100.0% | -$2,255 | 清仓 |
| FBRT | FRANKLIN BSP RLTY TR INC COMMON STOCK | $0 | 0.00% | 0 | -265 | -100.0% | -$2,250 | 清仓 |
| TBLA | TABOOLA.COM LTD ORD SHS | $0 | 0.00% | 0 | -725 | -100.0% | -$2,248 | 清仓 |
| — | NORTHFIELD BANCORP INC DEL COM | $0 | 0.00% | 0 | -166 | -100.0% | -$2,248 | 清仓 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $0 | 0.00% | 0 | -18 | -100.0% | -$2,245 | 清仓 |
| — | PROASSURANCE CORP COM | $0 | 0.00% | 0 | -90 | -100.0% | -$2,225 | 清仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $0 | 0.00% | 0 | -73 | -100.0% | -$2,216 | 清仓 |
| NPK | NATIONAL PRESTO INDS INC COM | $0 | 0.00% | 0 | -16 | -100.0% | -$2,193 | 清仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $0 | 0.00% | 0 | -35 | -100.0% | -$2,190 | 清仓 |
| NGS | NATURAL GAS SVCS GROUP INC COM | $0 | 0.00% | 0 | -58 | -100.0% | -$2,189 | 清仓 |
| ZD | ZIFF DAVIS INC COM | $0 | 0.00% | 0 | -52 | -100.0% | -$2,182 | 清仓 |
| RZLT | REZOLUTE INC COM NEW | $0 | 0.00% | 0 | -715 | -100.0% | -$2,181 | 清仓 |
| VIR | VIR BIOTECHNOLOGY INC COM | $0 | 0.00% | 0 | -243 | -100.0% | -$2,177 | 清仓 |
| HBM | HUDBAY MINERALS INC COM | $0 | 0.00% | 0 | -104 | -100.0% | -$2,174 | 清仓 |
| — | AVANOS MED INC COM | $0 | 0.00% | 0 | -155 | -100.0% | -$2,172 | 清仓 |
| — | GLOBAL X DOW 30 COVERED CALL ETF | $0 | 0.00% | 0 | -103 | -100.0% | -$2,167 | 清仓 |
| STVN | STEVANATO GROUP S P A ORD SHS | $0 | 0.00% | 0 | -157 | -100.0% | -$2,159 | 清仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | $0 | 0.00% | 0 | -284 | -100.0% | -$2,141 | 清仓 |
| OSBC | OLD SECOND BANCORP INC DEL COM | $0 | 0.00% | 0 | -106 | -100.0% | -$2,137 | 清仓 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $0 | 0.00% | 0 | -16 | -100.0% | -$2,135 | 清仓 |
| AMSF | AMERISAFE INC COM | $0 | 0.00% | 0 | -64 | -100.0% | -$2,133 | 清仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $0 | 0.00% | 0 | -95 | -100.0% | -$2,133 | 清仓 |
| CVI | CVR ENERGY INC COM | $0 | 0.00% | 0 | -63 | -100.0% | -$2,120 | 清仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC COM SER A | $0 | 0.00% | 0 | -23 | -100.0% | -$2,108 | 清仓 |
| RBRK | RUBRIK INC. CL A | $0 | 0.00% | 0 | -43 | -100.0% | -$2,106 | 清仓 |
| BOX | BOX INC CL A | $0 | 0.00% | 0 | -89 | -100.0% | -$2,104 | 清仓 |
| TXG | 10X GENOMICS INC CL A COM | $0 | 0.00% | 0 | -99 | -100.0% | -$2,102 | 清仓 |
| ORRF | ORRSTOWN FINL SVCS INC COM | $0 | 0.00% | 0 | -58 | -100.0% | -$2,093 | 清仓 |
| PTLO | PORTILLOS INC COM CL A | $0 | 0.00% | 0 | -393 | -100.0% | -$2,079 | 清仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $0 | 0.00% | 0 | -35 | -100.0% | -$2,070 | 清仓 |