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 |
|---|---|---|---|---|---|---|---|---|
| TXT | TEXTRON INC COM | $0 | 0.00% | 0 | -1,488 | -100.0% | -$13.03万 | 清仓 |
| GSK | GSK PLC SPONSORED ADR | $0 | 0.00% | 0 | -2,355 | -100.0% | -$13.00万 | 清仓 |
| ALLY | ALLY FINL INC COM | $0 | 0.00% | 0 | -3,313 | -100.0% | -$13.00万 | 清仓 |
| WSO | WATSCO INC COM | $0 | 0.00% | 0 | -357 | -100.0% | -$12.99万 | 清仓 |
| ALB | ALBEMARLE CORP COM | $0 | 0.00% | 0 | -722 | -100.0% | -$12.96万 | 清仓 |
| EFX | EQUIFAX INC COM | $0 | 0.00% | 0 | -719 | -100.0% | -$12.95万 | 清仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $0 | 0.00% | 0 | -4,381 | -100.0% | -$12.92万 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $0 | 0.00% | 0 | -443 | -100.0% | -$12.88万 | 清仓 |
| DCI | DONALDSON INC COM | $0 | 0.00% | 0 | -1,516 | -100.0% | -$12.87万 | 清仓 |
| FID | FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF | $0 | 0.00% | 0 | -6,141 | -100.0% | -$12.86万 | 清仓 |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | $0 | 0.00% | 0 | -2,450 | -100.0% | -$12.85万 | 清仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $0 | 0.00% | 0 | -1,405 | -100.0% | -$12.84万 | 清仓 |
| EBAY | EBAY INC. COM | $0 | 0.00% | 0 | -1,409 | -100.0% | -$12.83万 | 清仓 |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $0 | 0.00% | 0 | -2,500 | -100.0% | -$12.82万 | 清仓 |
| CINF | CINCINNATI FINL CORP COM | $0 | 0.00% | 0 | -814 | -100.0% | -$12.81万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $0 | 0.00% | 0 | -650 | -100.0% | -$12.70万 | 清仓 |
| PXH | INVESCO RAFI EMERGING MARKETS ETF | $0 | 0.00% | 0 | -4,716 | -100.0% | -$12.69万 | 清仓 |
| COO | COOPER COS INC COM | $0 | 0.00% | 0 | -1,774 | -100.0% | -$12.68万 | 清仓 |
| AVIV | AVANTIS INTERNATIONAL LARGE CAP VALUE ETF | $0 | 0.00% | 0 | -1,671 | -100.0% | -$12.50万 | 清仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $0 | 0.00% | 0 | -817 | -100.0% | -$12.48万 | 清仓 |
| DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $0 | 0.00% | 0 | -3,123 | -100.0% | -$12.43万 | 清仓 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $0 | 0.00% | 0 | -2,680 | -100.0% | -$12.42万 | 清仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $0 | 0.00% | 0 | -658 | -100.0% | -$12.42万 | 清仓 |
| CAH | CARDINAL HEALTH INC COM | $0 | 0.00% | 0 | -585 | -100.0% | -$12.36万 | 清仓 |
| J | JACOBS SOLUTIONS INC COM | $0 | 0.00% | 0 | -963 | -100.0% | -$12.26万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $0 | 0.00% | 0 | -934 | -100.0% | -$12.24万 | 清仓 |
| XEL | XCEL ENERGY INC COM | $0 | 0.00% | 0 | -1,541 | -100.0% | -$12.24万 | 清仓 |
| HAL | HALLIBURTON CO COM | $0 | 0.00% | 0 | -3,130 | -100.0% | -$12.20万 | 清仓 |
| SNA | SNAP ON INC COM | $0 | 0.00% | 0 | -335 | -100.0% | -$12.17万 | 清仓 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $0 | 0.00% | 0 | -1,251 | -100.0% | -$12.08万 | 清仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $0 | 0.00% | 0 | -3,862 | -100.0% | -$11.96万 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC COM | $0 | 0.00% | 0 | -2,116 | -100.0% | -$11.95万 | 清仓 |
| COR | CENCORA INC COM | $0 | 0.00% | 0 | -380 | -100.0% | -$11.94万 | 清仓 |
| ELF | E L F BEAUTY INC COM | $0 | 0.00% | 0 | -1,965 | -100.0% | -$11.91万 | 清仓 |
| MSCI | MSCI INC COM | $0 | 0.00% | 0 | -220 | -100.0% | -$11.86万 | 清仓 |
| VICI | VICI PPTYS INC COM | $0 | 0.00% | 0 | -4,312 | -100.0% | -$11.78万 | 清仓 |
| IBD | INSPIRE CORPORATE BOND ETF | $0 | 0.00% | 0 | -4,936 | -100.0% | -$11.78万 | 清仓 |
| TSN | TYSON FOODS INC CL A | $0 | 0.00% | 0 | -1,834 | -100.0% | -$11.75万 | 清仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $0 | 0.00% | 0 | -3,554 | -100.0% | -$11.71万 | 清仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $0 | 0.00% | 0 | -1,073 | -100.0% | -$11.69万 | 清仓 |
| UVE | UNIVERSAL INS HLDGS INC COM | $0 | 0.00% | 0 | -3,417 | -100.0% | -$11.67万 | 清仓 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $0 | 0.00% | 0 | -1,739 | -100.0% | -$11.67万 | 清仓 |
| GRMN | GARMIN LTD SHS | $0 | 0.00% | 0 | -502 | -100.0% | -$11.65万 | 清仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $0 | 0.00% | 0 | -1,591 | -100.0% | -$11.64万 | 清仓 |
| CME | CME GROUP INC COM | $0 | 0.00% | 0 | -394 | -100.0% | -$11.63万 | 清仓 |
| DINO | HF SINCLAIR CORP COM | $0 | 0.00% | 0 | -1,861 | -100.0% | -$11.61万 | 清仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $0 | 0.00% | 0 | -2,483 | -100.0% | -$11.60万 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $0 | 0.00% | 0 | -1,589 | -100.0% | -$11.55万 | 清仓 |
| EXC | EXELON CORP COM | $0 | 0.00% | 0 | -2,333 | -100.0% | -$11.44万 | 清仓 |
| NUE | NUCOR CORP COM | $0 | 0.00% | 0 | -674 | -100.0% | -$11.40万 | 清仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $0 | 0.00% | 0 | -361 | -100.0% | -$11.33万 | 清仓 |
| CASY | CASEYS GEN STORES INC COM | $0 | 0.00% | 0 | -155 | -100.0% | -$11.28万 | 清仓 |
| SF | STIFEL FINL CORP COM | $0 | 0.00% | 0 | -1,523 | -100.0% | -$11.26万 | 清仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $0 | 0.00% | 0 | -3,668 | -100.0% | -$11.19万 | 清仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $0 | 0.00% | 0 | -1,093 | -100.0% | -$11.13万 | 清仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -4,354 | -100.0% | -$11.09万 | 清仓 |
| SRE | SEMPRA COM | $0 | 0.00% | 0 | -1,141 | -100.0% | -$11.09万 | 清仓 |
| ETSY | ETSY INC COM | $0 | 0.00% | 0 | -2,209 | -100.0% | -$11.04万 | 清仓 |
| FAST | FASTENAL CO COM | $0 | 0.00% | 0 | -2,340 | -100.0% | -$10.86万 | 清仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -2,195 | -100.0% | -$10.83万 | 清仓 |
| DLTR | DOLLAR TREE INC COM | $0 | 0.00% | 0 | -989 | -100.0% | -$10.83万 | 清仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $0 | 0.00% | 0 | -2,023 | -100.0% | -$10.77万 | 清仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $0 | 0.00% | 0 | -1,154 | -100.0% | -$10.70万 | 清仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $0 | 0.00% | 0 | -1,403 | -100.0% | -$10.63万 | 清仓 |
| PWZ | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -4,443 | -100.0% | -$10.61万 | 清仓 |
| WWD | WOODWARD INC COM | $0 | 0.00% | 0 | -296 | -100.0% | -$10.59万 | 清仓 |
| — | DUPONT DE NEMOURS INC COM | $0 | 0.00% | 0 | -769 | -100.0% | -$10.57万 | 清仓 |
| RGLD | ROYAL GOLD INC COM | $0 | 0.00% | 0 | -414 | -100.0% | -$10.55万 | 清仓 |
| UL | UNILEVER PLC SPON ADR NEW | $0 | 0.00% | 0 | -1,845 | -100.0% | -$10.51万 | 清仓 |
| VST | VISTRA CORP COM | $0 | 0.00% | 0 | -699 | -100.0% | -$10.51万 | 清仓 |
| DHI | D R HORTON INC COM | $0 | 0.00% | 0 | -764 | -100.0% | -$10.48万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $0 | 0.00% | 0 | -3,273 | -100.0% | -$10.48万 | 清仓 |
| TW | TRADEWEB MKTS INC CL A | $0 | 0.00% | 0 | -890 | -100.0% | -$10.47万 | 清仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $0 | 0.00% | 0 | -1,112 | -100.0% | -$10.38万 | 清仓 |
| VDE | VANGUARD ENERGY ETF | $0 | 0.00% | 0 | -596 | -100.0% | -$10.31万 | 清仓 |
| GWW | WW GRAINGER INC COM | $0 | 0.00% | 0 | -94 | -100.0% | -$10.25万 | 清仓 |
| WEC | WEC ENERGY GROUP INC COM | $0 | 0.00% | 0 | -882 | -100.0% | -$10.21万 | 清仓 |
| CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | $0 | 0.00% | 0 | -3,756 | -100.0% | -$10.20万 | 清仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $0 | 0.00% | 0 | -2,171 | -100.0% | -$10.13万 | 清仓 |
| SPGI | S&P GLOBAL INC COM | $0 | 0.00% | 0 | -238 | -100.0% | -$10.13万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $0 | 0.00% | 0 | -1,247 | -100.0% | -$10.05万 | 清仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $0 | 0.00% | 0 | -1,678 | -100.0% | -$10.03万 | 清仓 |
| CPRT | COPART INC COM | $0 | 0.00% | 0 | -3,018 | -100.0% | -$10.02万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $0 | 0.00% | 0 | -1,112 | -100.0% | -$10.02万 | 清仓 |
| — | COTERRA ENERGY INC COM | $0 | 0.00% | 0 | -2,848 | -100.0% | -$10.01万 | 清仓 |
| MTZ | MASTEC INC COM | $0 | 0.00% | 0 | -311 | -100.0% | -$10.01万 | 清仓 |
| EXEL | EXELIXIS INC COM | $0 | 0.00% | 0 | -2,331 | -100.0% | -$10.00万 | 清仓 |
| PYPL | PAYPAL HLDGS INC COM | $0 | 0.00% | 0 | -2,209 | -100.0% | -$9.99万 | 清仓 |
| CYTK | CYTOKINETICS INC COM NEW | $0 | 0.00% | 0 | -1,515 | -100.0% | -$9.99万 | 清仓 |
| PPL | PPL CORP COM | $0 | 0.00% | 0 | -2,587 | -100.0% | -$9.88万 | 清仓 |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $0 | 0.00% | 0 | -975 | -100.0% | -$9.86万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP COM | $0 | 0.00% | 0 | -984 | -100.0% | -$9.85万 | 清仓 |
| VTR | VENTAS INC COM | $0 | 0.00% | 0 | -1,200 | -100.0% | -$9.81万 | 清仓 |
| VMC | VULCAN MATLS CO COM | $0 | 0.00% | 0 | -360 | -100.0% | -$9.80万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $0 | 0.00% | 0 | -258 | -100.0% | -$9.80万 | 清仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $0 | 0.00% | 0 | -681 | -100.0% | -$9.69万 | 清仓 |
| DXCM | DEXCOM INC COM | $0 | 0.00% | 0 | -1,542 | -100.0% | -$9.68万 | 清仓 |
| MELI | MERCADOLIBRE INC COM | $0 | 0.00% | 0 | -56 | -100.0% | -$9.68万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $0 | 0.00% | 0 | -1,576 | -100.0% | -$9.67万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $0 | 0.00% | 0 | -1,254 | -100.0% | -$9.67万 | 清仓 |