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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO GLOBAL WATER ETF | $0 | 0.00% | 0 | -38 | -100.0% | -$1,650 | 清仓 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $0 | 0.00% | 0 | -25 | -100.0% | -$1,649 | 清仓 |
| USPH | U S PHYSICAL THERAPY COM | $0 | 0.00% | 0 | -22 | -100.0% | -$1,649 | 清仓 |
| MDLN | MEDLINE INC COM CL A | $0 | 0.00% | 0 | -37 | -100.0% | -$1,647 | 清仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $0 | 0.00% | 0 | -30 | -100.0% | -$1,645 | 清仓 |
| PHIN | PHINIA INC COMMON STOCK | $0 | 0.00% | 0 | -24 | -100.0% | -$1,643 | 清仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $0 | 0.00% | 0 | -108 | -100.0% | -$1,626 | 清仓 |
| SLG | SL GREEN RLTY CORP COM | $0 | 0.00% | 0 | -44 | -100.0% | -$1,625 | 清仓 |
| VECO | VEECO INSTRS INC DEL COM | $0 | 0.00% | 0 | -48 | -100.0% | -$1,625 | 清仓 |
| BWX | SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF | $0 | 0.00% | 0 | -74 | -100.0% | -$1,624 | 清仓 |
| VTEX | VTEX SHS CL A | $0 | 0.00% | 0 | -404 | -100.0% | -$1,616 | 清仓 |
| PK | PARK HOTELS & RESORTS INC COM | $0 | 0.00% | 0 | -152 | -100.0% | -$1,601 | 清仓 |
| PRKS | UNITED PARKS & RESORTS INC COM | $0 | 0.00% | 0 | -49 | -100.0% | -$1,600 | 清仓 |
| TILE | INTERFACE INC COM | $0 | 0.00% | 0 | -64 | -100.0% | -$1,595 | 清仓 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | $0 | 0.00% | 0 | -26 | -100.0% | -$1,594 | 清仓 |
| NRDS | NERDWALLET INC COM CL A | $0 | 0.00% | 0 | -153 | -100.0% | -$1,588 | 清仓 |
| — | SILA REALTY TRUST INC COMMON STOCK | $0 | 0.00% | 0 | -67 | -100.0% | -$1,587 | 清仓 |
| UI | UBIQUITI INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$1,581 | 清仓 |
| TMP | TOMPKINS FINL CORP COM | $0 | 0.00% | 0 | -20 | -100.0% | -$1,577 | 清仓 |
| HBCP | HOMEBANCORP INC COM | $0 | 0.00% | 0 | -26 | -100.0% | -$1,575 | 清仓 |
| CLSK | CLEANSPARK INC COM NEW | $0 | 0.00% | 0 | -185 | -100.0% | -$1,574 | 清仓 |
| PFS | PROVIDENT FINL SVCS INC COM | $0 | 0.00% | 0 | -74 | -100.0% | -$1,566 | 清仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP SHS NEW | $0 | 0.00% | 0 | -46 | -100.0% | -$1,557 | 清仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $0 | 0.00% | 0 | -45 | -100.0% | -$1,555 | 清仓 |
| HOV | HOVNANIAN ENTERPRISES INC CL A NEW | $0 | 0.00% | 0 | -14 | -100.0% | -$1,553 | 清仓 |
| RRBI | RED RIVER BANCSHARES INC COM | $0 | 0.00% | 0 | -17 | -100.0% | -$1,537 | 清仓 |
| EWC | ISHARES MSCI CANADA ETF | $0 | 0.00% | 0 | -28 | -100.0% | -$1,534 | 清仓 |
| CPF | CENTRAL PAC FINL CORP COM NEW | $0 | 0.00% | 0 | -48 | -100.0% | -$1,534 | 清仓 |
| CIB | GRUPO CIBEST SA SPON ADS | $0 | 0.00% | 0 | -21 | -100.0% | -$1,529 | 清仓 |
| FDS | FACTSET RESH SYS INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$1,519 | 清仓 |
| PBR/A | PETROLEO BRASILEIRO S A SP ADR NON VTG | $0 | 0.00% | 0 | -81 | -100.0% | -$1,519 | 清仓 |
| RBB | RBB BANCORP COM | $0 | 0.00% | 0 | -71 | -100.0% | -$1,517 | 清仓 |
| EPC | EDGEWELL PERSONAL CARE CO COM | $0 | 0.00% | 0 | -71 | -100.0% | -$1,515 | 清仓 |
| GLNG | GOLAR LNG LTD SHS | $0 | 0.00% | 0 | -28 | -100.0% | -$1,515 | 清仓 |
| GLXY | GALAXY DIGITAL INC. CL A | $0 | 0.00% | 0 | -82 | -100.0% | -$1,513 | 清仓 |
| — | UDEMY INC COM | $0 | 0.00% | 0 | -327 | -100.0% | -$1,511 | 清仓 |
| OUT | OUTFRONT MEDIA INC COM NEW | $0 | 0.00% | 0 | -57 | -100.0% | -$1,511 | 清仓 |
| EGHT | 8X8 INC NEW COM | $0 | 0.00% | 0 | -909 | -100.0% | -$1,509 | 清仓 |
| NTGR | NETGEAR INC COM | $0 | 0.00% | 0 | -69 | -100.0% | -$1,507 | 清仓 |
| GKOS | GLAUKOS CORP COM | $0 | 0.00% | 0 | -14 | -100.0% | -$1,507 | 清仓 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $0 | 0.00% | 0 | -150 | -100.0% | -$1,491 | 清仓 |
| ENTA | ENANTA PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -118 | -100.0% | -$1,490 | 清仓 |
| AGIO | AGIOS PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -44 | -100.0% | -$1,489 | 清仓 |
| OPRT | OPORTUN FINL CORP COM | $0 | 0.00% | 0 | -320 | -100.0% | -$1,475 | 清仓 |
| TPB | TURNING PT BRANDS INC COM | $0 | 0.00% | 0 | -17 | -100.0% | -$1,475 | 清仓 |
| — | AMERICAN WOODMARK CORP COM | $0 | 0.00% | 0 | -37 | -100.0% | -$1,474 | 清仓 |
| PEO | ADAM NAT RES FD INC COM | $0 | 0.00% | 0 | -53 | -100.0% | -$1,473 | 清仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC COM CL A | $0 | 0.00% | 0 | -263 | -100.0% | -$1,473 | 清仓 |
| RITM | RITHM CAPITAL CORP COM NEW | $0 | 0.00% | 0 | -155 | -100.0% | -$1,469 | 清仓 |
| GABC | GERMAN AMERN BANCORP INC COM | $0 | 0.00% | 0 | -35 | -100.0% | -$1,463 | 清仓 |
| VRRM | VERRA MOBILITY CORP CL A COM STK | $0 | 0.00% | 0 | -102 | -100.0% | -$1,458 | 清仓 |
| ETD | ETHAN ALLEN INTERIORS INC COM | $0 | 0.00% | 0 | -65 | -100.0% | -$1,447 | 清仓 |
| IRMD | IRADIMED CORP COM | $0 | 0.00% | 0 | -15 | -100.0% | -$1,444 | 清仓 |
| UNFI | UNITED NAT FOODS INC COM | $0 | 0.00% | 0 | -32 | -100.0% | -$1,442 | 清仓 |
| PDFS | PDF SOLUTIONS INC COM | $0 | 0.00% | 0 | -44 | -100.0% | -$1,439 | 清仓 |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | $0 | 0.00% | 0 | -94 | -100.0% | -$1,438 | 清仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC COM | $0 | 0.00% | 0 | -61 | -100.0% | -$1,437 | 清仓 |
| HIFS | HINGHAM INSTN SVGS MASS COM | $0 | 0.00% | 0 | -5 | -100.0% | -$1,429 | 清仓 |
| ITUB | ITAU UNIBANCO HLDG S A SPON ADR REP PFD | $0 | 0.00% | 0 | -169 | -100.0% | -$1,416 | 清仓 |
| BV | BRIGHTVIEW HLDGS INC COM | $0 | 0.00% | 0 | -120 | -100.0% | -$1,415 | 清仓 |
| MAN | MANPOWERGROUP INC WIS COM | $0 | 0.00% | 0 | -48 | -100.0% | -$1,414 | 清仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC COM CL A | $0 | 0.00% | 0 | -214 | -100.0% | -$1,406 | 清仓 |
| ECHO | ECHOSTAR CORP CL A | $0 | 0.00% | 0 | -12 | -100.0% | -$1,405 | 清仓 |
| — | YIELDMAX MSTR OPTION INCOME STRATEGY ETF | $0 | 0.00% | 0 | -66 | -100.0% | -$1,405 | 清仓 |
| KNTK | KINETIK HOLDINGS INC COM NEW CL A | $0 | 0.00% | 0 | -29 | -100.0% | -$1,404 | 清仓 |
| EMA | EMERA INC COM | $0 | 0.00% | 0 | -27 | -100.0% | -$1,400 | 清仓 |
| CRI | CARTERS INC COM | $0 | 0.00% | 0 | -39 | -100.0% | -$1,395 | 清仓 |
| MD | PEDIATRIX MEDICAL GROUP INC COM | $0 | 0.00% | 0 | -65 | -100.0% | -$1,390 | 清仓 |
| BELFB | BEL FUSE INC CL B | $0 | 0.00% | 0 | -7 | -100.0% | -$1,386 | 清仓 |
| ADAM | ADAMAS TRUST INC. COM | $0 | 0.00% | 0 | -188 | -100.0% | -$1,384 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $0 | 0.00% | 0 | -125 | -100.0% | -$1,383 | 清仓 |
| — | DIAMOND HILL INVT GROUP INC COM NEW | $0 | 0.00% | 0 | -8 | -100.0% | -$1,377 | 清仓 |
| IDT | IDT CORP CL B NEW | $0 | 0.00% | 0 | -28 | -100.0% | -$1,375 | 清仓 |
| EZPW | EZCORP INC CL A NON VTG | $0 | 0.00% | 0 | -54 | -100.0% | -$1,371 | 清仓 |
| LION | LIONSGATE STUDIOS CORP COM | $0 | 0.00% | 0 | -143 | -100.0% | -$1,371 | 清仓 |
| ICFI | ICF INTL INC COM | $0 | 0.00% | 0 | -21 | -100.0% | -$1,371 | 清仓 |
| FISI | FINANCIAL INSTITUTIONS INC COM | $0 | 0.00% | 0 | -43 | -100.0% | -$1,364 | 清仓 |
| RGR | STURM RUGER & CO INC COM | $0 | 0.00% | 0 | -34 | -100.0% | -$1,363 | 清仓 |
| RDY | DR REDDYS LABS LTD ADR | $0 | 0.00% | 0 | -97 | -100.0% | -$1,343 | 清仓 |
| NSIT | INSIGHT ENTERPRISES INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$1,340 | 清仓 |
| FTS | FORTIS INC COM | $0 | 0.00% | 0 | -24 | -100.0% | -$1,339 | 清仓 |
| XP | XP INC CL A | $0 | 0.00% | 0 | -70 | -100.0% | -$1,333 | 清仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $0 | 0.00% | 0 | -118 | -100.0% | -$1,330 | 清仓 |
| THFF | FIRST FINANCIAL CORPORATION COM | $0 | 0.00% | 0 | -21 | -100.0% | -$1,327 | 清仓 |
| APPS | DIGITAL TURBINE INC COM NEW | $0 | 0.00% | 0 | -460 | -100.0% | -$1,325 | 清仓 |
| BFST | BUSINESS FIRST BANCSHARES INC COM | $0 | 0.00% | 0 | -49 | -100.0% | -$1,325 | 清仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $0 | 0.00% | 0 | -31 | -100.0% | -$1,317 | 清仓 |
| MATW | MATTHEWS INTL CORP CL A | $0 | 0.00% | 0 | -51 | -100.0% | -$1,317 | 清仓 |
| MBWM | MERCANTILE BK CORP COM | $0 | 0.00% | 0 | -26 | -100.0% | -$1,313 | 清仓 |
| TFIN | TRIUMPH FINANCIAL INC COM | $0 | 0.00% | 0 | -22 | -100.0% | -$1,313 | 清仓 |
| FSUN | FIRSTSUN CAP BANCORP COM | $0 | 0.00% | 0 | -36 | -100.0% | -$1,313 | 清仓 |
| HLIT | HARMONIC INC COM | $0 | 0.00% | 0 | -146 | -100.0% | -$1,311 | 清仓 |
| — | TEMPLETON EMERGING MKTS INCOME COM | $0 | 0.00% | 0 | -218 | -100.0% | -$1,310 | 清仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $0 | 0.00% | 0 | -56 | -100.0% | -$1,306 | 清仓 |
| HLMN | HILLMAN SOLUTIONS CORP COM | $0 | 0.00% | 0 | -156 | -100.0% | -$1,298 | 清仓 |
| PUMP | PROPETRO HLDG CORP COM | $0 | 0.00% | 0 | -90 | -100.0% | -$1,297 | 清仓 |
| MAX | MEDIAALPHA INC CL A | $0 | 0.00% | 0 | -139 | -100.0% | -$1,293 | 清仓 |
| AS | AMER SPORTS INC COM SHS | $0 | 0.00% | 0 | -39 | -100.0% | -$1,284 | 清仓 |
| STEW | SRH TOTAL RETURN FUND INC COM | $0 | 0.00% | 0 | -75 | -100.0% | -$1,283 | 清仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | $0 | 0.00% | 0 | -48 | -100.0% | -$1,280 | 清仓 |