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 |
|---|---|---|---|---|---|---|---|---|
| LLYVK | LIBERTY LIVE HOLDINGS INC COM SHS SER C | $0 | 0.00% | 0 | -22 | -100.0% | -$2,070 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $0 | 0.00% | 0 | -12 | -100.0% | -$2,065 | 清仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $0 | 0.00% | 0 | -41 | -100.0% | -$2,056 | 清仓 |
| HUN | HUNTSMAN CORP COM | $0 | 0.00% | 0 | -154 | -100.0% | -$2,050 | 清仓 |
| BBD | BANCO BRADESCO S A SP ADR PFD NEW | $0 | 0.00% | 0 | -561 | -100.0% | -$2,048 | 清仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP INC COM | $0 | 0.00% | 0 | -207 | -100.0% | -$2,047 | 清仓 |
| — | LEGGETT & PLATT INC COM | $0 | 0.00% | 0 | -207 | -100.0% | -$2,045 | 清仓 |
| TWST | TWIST BIOSCIENCE CORP COM | $0 | 0.00% | 0 | -43 | -100.0% | -$2,043 | 清仓 |
| — | HIGH TIDE INC COM NEW | $0 | 0.00% | 0 | -892 | -100.0% | -$2,043 | 清仓 |
| EGP | EASTGROUP PPTYS INC COM | $0 | 0.00% | 0 | -11 | -100.0% | -$2,036 | 清仓 |
| SMA | SMARTSTOP SELF STORAG REIT INC COMMON STOCK | $0 | 0.00% | 0 | -67 | -100.0% | -$2,029 | 清仓 |
| FRHC | FREEDOM HOLDING CORP COM | $0 | 0.00% | 0 | -14 | -100.0% | -$2,028 | 清仓 |
| — | BEYOND MEAT INC COM | $0 | 0.00% | 0 | -2,887 | -100.0% | -$2,026 | 清仓 |
| — | BAKKT INC COM CL A NEW | $0 | 0.00% | 0 | -275 | -100.0% | -$2,024 | 清仓 |
| AIP | ARTERIS INC COM | $0 | 0.00% | 0 | -123 | -100.0% | -$2,022 | 清仓 |
| EMBJ | EMBRAER S.A. SPONSORED ADS | $0 | 0.00% | 0 | -34 | -100.0% | -$2,018 | 清仓 |
| GT | GOODYEAR TIRE & RUBR CO COM | $0 | 0.00% | 0 | -304 | -100.0% | -$2,016 | 清仓 |
| MLKN | MILLERKNOLL INC COM | $0 | 0.00% | 0 | -139 | -100.0% | -$2,010 | 清仓 |
| SFL | SFL CORPORATION LTD SHS | $0 | 0.00% | 0 | -186 | -100.0% | -$2,007 | 清仓 |
| MARA | MARA HOLDINGS INC COM | $0 | 0.00% | 0 | -246 | -100.0% | -$2,007 | 清仓 |
| RGEN | REPLIGEN CORP COM | $0 | 0.00% | 0 | -17 | -100.0% | -$2,003 | 清仓 |
| BEAM | BEAM THERAPEUTICS INC COM | $0 | 0.00% | 0 | -84 | -100.0% | -$2,002 | 清仓 |
| GEO | GEO GROUP INC COM | $0 | 0.00% | 0 | -119 | -100.0% | -$2,000 | 清仓 |
| WF | WOORI FINL GROUP INC SPONSORED ADS | $0 | 0.00% | 0 | -30 | -100.0% | -$1,998 | 清仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $0 | 0.00% | 0 | -61 | -100.0% | -$1,996 | 清仓 |
| HAFC | HANMI FINL CORP COM NEW | $0 | 0.00% | 0 | -75 | -100.0% | -$1,977 | 清仓 |
| HIW | HIGHWOODS PPTYS INC COM | $0 | 0.00% | 0 | -92 | -100.0% | -$1,970 | 清仓 |
| FLCB | FRANKLIN U.S CORE BOND ETF | $0 | 0.00% | 0 | -91 | -100.0% | -$1,956 | 清仓 |
| AIV | APARTMENT INVT & MGMT CO CL A | $0 | 0.00% | 0 | -480 | -100.0% | -$1,954 | 清仓 |
| ROCK | GIBRALTAR INDS INC COM | $0 | 0.00% | 0 | -49 | -100.0% | -$1,954 | 清仓 |
| WD | WALKER & DUNLOP INC COM | $0 | 0.00% | 0 | -44 | -100.0% | -$1,953 | 清仓 |
| JOUT | JOHNSON OUTDOORS INC CL A | $0 | 0.00% | 0 | -42 | -100.0% | -$1,953 | 清仓 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $0 | 0.00% | 0 | -64 | -100.0% | -$1,949 | 清仓 |
| NWPX | NWPX INFRASTRUCTURE INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$1,947 | 清仓 |
| KRC | KILROY REALTY CORP COM | $0 | 0.00% | 0 | -69 | -100.0% | -$1,946 | 清仓 |
| EH | EHANG HLDGS LTD ADS | $0 | 0.00% | 0 | -200 | -100.0% | -$1,942 | 清仓 |
| KOP | KOPPERS HOLDINGS INC COM | $0 | 0.00% | 0 | -50 | -100.0% | -$1,934 | 清仓 |
| GRC | GORMAN RUPP CO COM | $0 | 0.00% | 0 | -31 | -100.0% | -$1,926 | 清仓 |
| EFXT | ENERFLEX LTD COM | $0 | 0.00% | 0 | -92 | -100.0% | -$1,925 | 清仓 |
| — | SIMULATIONS PLUS INC COM | $0 | 0.00% | 0 | -162 | -100.0% | -$1,915 | 清仓 |
| TLN | TALEN ENERGY CORP COM | $0 | 0.00% | 0 | -6 | -100.0% | -$1,915 | 清仓 |
| CSR | CENTERSPACE COM | $0 | 0.00% | 0 | -33 | -100.0% | -$1,896 | 清仓 |
| PLPC | PREFORMED LINE PRODS CO COM | $0 | 0.00% | 0 | -7 | -100.0% | -$1,895 | 清仓 |
| DRVN | DRIVEN BRANDS HLDGS INC COM | $0 | 0.00% | 0 | -150 | -100.0% | -$1,892 | 清仓 |
| MITK | MITEK SYS INC COM NEW | $0 | 0.00% | 0 | -140 | -100.0% | -$1,890 | 清仓 |
| QGEN | QIAGEN NV ORD SHARES | $0 | 0.00% | 0 | -47 | -100.0% | -$1,882 | 清仓 |
| CENT | CENTRAL GARDEN & PET CO COM | $0 | 0.00% | 0 | -51 | -100.0% | -$1,875 | 清仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $0 | 0.00% | 0 | -200 | -100.0% | -$1,872 | 清仓 |
| EVTC | EVERTEC INC COM | $0 | 0.00% | 0 | -66 | -100.0% | -$1,863 | 清仓 |
| KREF | KKR REAL ESTATE FIN TR INC COM | $0 | 0.00% | 0 | -303 | -100.0% | -$1,854 | 清仓 |
| DOCU | DOCUSIGN INC COM | $0 | 0.00% | 0 | -39 | -100.0% | -$1,849 | 清仓 |
| — | ENVIRI CORP COM | $0 | 0.00% | 0 | -94 | -100.0% | -$1,844 | 清仓 |
| LILAK | LIBERTY LATIN AMERICA LTD COM CL C | $0 | 0.00% | 0 | -209 | -100.0% | -$1,843 | 清仓 |
| ASIX | ADVANSIX INC COM | $0 | 0.00% | 0 | -75 | -100.0% | -$1,830 | 清仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT COM CL A | $0 | 0.00% | 0 | -31 | -100.0% | -$1,826 | 清仓 |
| CFFN | CAPITOL FED FINL INC COM | $0 | 0.00% | 0 | -256 | -100.0% | -$1,825 | 清仓 |
| AHCO | ADAPTHEALTH CORP COMMON STOCK | $0 | 0.00% | 0 | -152 | -100.0% | -$1,809 | 清仓 |
| BYD | BOYD GAMING CORP COM | $0 | 0.00% | 0 | -22 | -100.0% | -$1,808 | 清仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $0 | 0.00% | 0 | -44 | -100.0% | -$1,807 | 清仓 |
| RNGR | RANGER ENERGY SVCS INC COM CL A | $0 | 0.00% | 0 | -105 | -100.0% | -$1,800 | 清仓 |
| MNDY | MONDAY COM LTD SHS | $0 | 0.00% | 0 | -26 | -100.0% | -$1,797 | 清仓 |
| HE | HAWAIIAN ELEC INDS INC MTN BE COM | $0 | 0.00% | 0 | -121 | -100.0% | -$1,796 | 清仓 |
| ATEX | ANTERIX INC COM | $0 | 0.00% | 0 | -47 | -100.0% | -$1,795 | 清仓 |
| HAPN | LENDINGCLUB ISSUANCE TR SER COM NEW | $0 | 0.00% | 0 | -125 | -100.0% | -$1,790 | 清仓 |
| RAL | RALLIANT CORP COM | $0 | 0.00% | 0 | -43 | -100.0% | -$1,788 | 清仓 |
| HURN | HURON CONSULTING GROUP INC COM | $0 | 0.00% | 0 | -14 | -100.0% | -$1,785 | 清仓 |
| RES | RPC INC COM | $0 | 0.00% | 0 | -251 | -100.0% | -$1,777 | 清仓 |
| UTL | UNITIL CORP COM | $0 | 0.00% | 0 | -34 | -100.0% | -$1,776 | 清仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD COM | $0 | 0.00% | 0 | -81 | -100.0% | -$1,773 | 清仓 |
| ALNT | ALLIENT INC COM | $0 | 0.00% | 0 | -30 | -100.0% | -$1,773 | 清仓 |
| GOOD | GLADSTONE COMMERCIAL CORP COM | $0 | 0.00% | 0 | -155 | -100.0% | -$1,772 | 清仓 |
| NHC | NATIONAL HEALTHCARE CORP COM | $0 | 0.00% | 0 | -11 | -100.0% | -$1,757 | 清仓 |
| MMI | MARCUS & MILLICHAP INC COM | $0 | 0.00% | 0 | -66 | -100.0% | -$1,755 | 清仓 |
| TRST | TRUSTCO BK CORP N Y COM NEW | $0 | 0.00% | 0 | -40 | -100.0% | -$1,751 | 清仓 |
| FLOC | FLOWCO HLDGS INC COM CL A | $0 | 0.00% | 0 | -85 | -100.0% | -$1,751 | 清仓 |
| RDDT | REDDIT INC CL A | $0 | 0.00% | 0 | -13 | -100.0% | -$1,750 | 清仓 |
| SMR | NUSCALE PWR CORP CL A COM | $0 | 0.00% | 0 | -161 | -100.0% | -$1,745 | 清仓 |
| RPD | RAPID7 INC COM | $0 | 0.00% | 0 | -315 | -100.0% | -$1,736 | 清仓 |
| QS | QUANTUMSCAPE CORP COM CL A | $0 | 0.00% | 0 | -271 | -100.0% | -$1,729 | 清仓 |
| PBYI | PUMA BIOTECHNOLOGY INC COM | $0 | 0.00% | 0 | -269 | -100.0% | -$1,719 | 清仓 |
| CATH | GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | $0 | 0.00% | 0 | -22 | -100.0% | -$1,719 | 清仓 |
| DK | DELEK US HLDGS INC NEW COM | $0 | 0.00% | 0 | -38 | -100.0% | -$1,713 | 清仓 |
| CNNE | CANNAE HLDGS INC COM | $0 | 0.00% | 0 | -150 | -100.0% | -$1,706 | 清仓 |
| BDN | BRANDYWINE RLTY TR SH BEN INT NEW | $0 | 0.00% | 0 | -629 | -100.0% | -$1,705 | 清仓 |
| GRAL | GRAIL INC COM | $0 | 0.00% | 0 | -33 | -100.0% | -$1,705 | 清仓 |
| AEG | AEGON LTD AMER REG 1 CERT | $0 | 0.00% | 0 | -234 | -100.0% | -$1,699 | 清仓 |
| KEP | KOREA ELEC PWR CORP SPONSORED ADR | $0 | 0.00% | 0 | -119 | -100.0% | -$1,696 | 清仓 |
| ESS | ESSEX PPTY TR INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$1,694 | 清仓 |
| VNDA | VANDA PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -245 | -100.0% | -$1,693 | 清仓 |
| RGNX | REGENXBIO INC COM | $0 | 0.00% | 0 | -202 | -100.0% | -$1,693 | 清仓 |
| DNOW | DNOW INC COM | $0 | 0.00% | 0 | -142 | -100.0% | -$1,691 | 清仓 |
| FFSM | FIDELITY FUNDAMENTAL SMALL-MID CAP ETF | $0 | 0.00% | 0 | -53 | -100.0% | -$1,682 | 清仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $0 | 0.00% | 0 | -15 | -100.0% | -$1,679 | 清仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $0 | 0.00% | 0 | -69 | -100.0% | -$1,675 | 清仓 |
| SRRK | SCHOLAR ROCK HLDG CORP COM | $0 | 0.00% | 0 | -34 | -100.0% | -$1,671 | 清仓 |
| EOSE | EOS ENERGY ENTERPRISES INC COM CL A | $0 | 0.00% | 0 | -336 | -100.0% | -$1,667 | 清仓 |
| SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | $0 | 0.00% | 0 | -64 | -100.0% | -$1,665 | 清仓 |
| SENEA | SENECA FOODS CORP NEW CL A | $0 | 0.00% | 0 | -11 | -100.0% | -$1,662 | 清仓 |
| AHRT | AH RLTY TR INC COM | $0 | 0.00% | 0 | -301 | -100.0% | -$1,656 | 清仓 |
| CBL | CBL & ASSOC PPTYS INC COMMON STOCK | $0 | 0.00% | 0 | -43 | -100.0% | -$1,652 | 清仓 |