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 |
|---|---|---|---|---|---|---|---|---|
| CAVA | CAVA GROUP INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$1,052 | 清仓 |
| KT | KT CORP SPONSORED ADR | $0 | 0.00% | 0 | -49 | -100.0% | -$1,051 | 清仓 |
| PLAB | PHOTRONICS INC COM | $0 | 0.00% | 0 | -26 | -100.0% | -$1,051 | 清仓 |
| ALKT | ALKAMI TECHNOLOGY INC COM | $0 | 0.00% | 0 | -67 | -100.0% | -$1,050 | 清仓 |
| — | ROUNDHILL INNOVATION-100 0DTE COVERED CALL STRATEGY ETF | $0 | 0.00% | 0 | -38 | -100.0% | -$1,042 | 清仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC SHS | $0 | 0.00% | 0 | -16 | -100.0% | -$1,041 | 清仓 |
| CURB | CURBLINE PPTYS CORP COM | $0 | 0.00% | 0 | -40 | -100.0% | -$1,032 | 清仓 |
| — | ROUNDHILL S&P 500 0DTE COVERED CALL STRATEGY ETF | $0 | 0.00% | 0 | -28 | -100.0% | -$1,028 | 清仓 |
| UVSP | UNIVEST FINANCIAL CORPORATION COM | $0 | 0.00% | 0 | -30 | -100.0% | -$1,028 | 清仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT | $0 | 0.00% | 0 | -183 | -100.0% | -$1,019 | 清仓 |
| MORN | MORNINGSTAR INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$1,014 | 清仓 |
| WNC | WABASH NATL CORP COM | $0 | 0.00% | 0 | -117 | -100.0% | -$1,009 | 清仓 |
| LAW | CS DISCO INC COM | $0 | 0.00% | 0 | -264 | -100.0% | -$1,008 | 清仓 |
| MYGN | MYRIAD GENETICS INC COM | $0 | 0.00% | 0 | -224 | -100.0% | -$1,008 | 清仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $0 | 0.00% | 0 | -11 | -100.0% | -$1,008 | 清仓 |
| NYAX | NAYAX LTD SHS | $0 | 0.00% | 0 | -18 | -100.0% | -$1,008 | 清仓 |
| — | COHEN & STEERS REAL ESTATE OPP SHS BENFIN INT | $0 | 0.00% | 0 | -69 | -100.0% | -$1,003 | 清仓 |
| — | EVE HLDG INC COM | $0 | 0.00% | 0 | -404 | -100.0% | -$1,002 | 清仓 |
| BUR | BURFORD CAP LTD ORD SHS | $0 | 0.00% | 0 | -221 | -100.0% | -$999 | 清仓 |
| ZIP | ZIPRECRUITER INC CL A | $0 | 0.00% | 0 | -542 | -100.0% | -$997 | 清仓 |
| AMTB | AMERANT BANCORP INC CL A | $0 | 0.00% | 0 | -45 | -100.0% | -$992 | 清仓 |
| EVH | EVOLENT HEALTH INC CL A | $0 | 0.00% | 0 | -434 | -100.0% | -$990 | 清仓 |
| PKE | PARK AEROSPACE CORP COM | $0 | 0.00% | 0 | -36 | -100.0% | -$986 | 清仓 |
| — | CANTALOUPE INC COM | $0 | 0.00% | 0 | -91 | -100.0% | -$984 | 清仓 |
| BULL | WEBULL CORP ORD SHS | $0 | 0.00% | 0 | -205 | -100.0% | -$984 | 清仓 |
| BBUC | BROOKFIELD BUSINESS CORP CL A SUB VTG SH | $0 | 0.00% | 0 | -31 | -100.0% | -$981 | 清仓 |
| JVAL | JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | $0 | 0.00% | 0 | -20 | -100.0% | -$977 | 清仓 |
| ANIK | ANIKA THERAPEUTICS INC COM | $0 | 0.00% | 0 | -67 | -100.0% | -$972 | 清仓 |
| CWH | CAMPING WORLD HLDGS INC CL A | $0 | 0.00% | 0 | -142 | -100.0% | -$970 | 清仓 |
| SBH | SALLY BEAUTY HLDGS INC COM | $0 | 0.00% | 0 | -70 | -100.0% | -$970 | 清仓 |
| — | BEAZER HOMES USA INC COM NEW | $0 | 0.00% | 0 | -50 | -100.0% | -$962 | 清仓 |
| NRIM | NORTHRIM BANCORP INC COM | $0 | 0.00% | 0 | -42 | -100.0% | -$961 | 清仓 |
| — | AUDIOCODES LTD ORD | $0 | 0.00% | 0 | -114 | -100.0% | -$959 | 清仓 |
| AMRZ | AMRIZE LTD SHS | $0 | 0.00% | 0 | -17 | -100.0% | -$952 | 清仓 |
| SCL | STEPAN CO COM | $0 | 0.00% | 0 | -19 | -100.0% | -$950 | 清仓 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $0 | 0.00% | 0 | -20 | -100.0% | -$943 | 清仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC CL A | $0 | 0.00% | 0 | -25 | -100.0% | -$942 | 清仓 |
| WERN | WERNER ENTERPRISES INC COM | $0 | 0.00% | 0 | -32 | -100.0% | -$941 | 清仓 |
| PKBK | PARKE BANCORP INC COM | $0 | 0.00% | 0 | -33 | -100.0% | -$937 | 清仓 |
| WTI | W & T OFFSHORE INC COM | $0 | 0.00% | 0 | -272 | -100.0% | -$928 | 清仓 |
| RLAY | RELAY THERAPEUTICS INC COM | $0 | 0.00% | 0 | -93 | -100.0% | -$925 | 清仓 |
| SONO | SONOS INC COM | $0 | 0.00% | 0 | -69 | -100.0% | -$925 | 清仓 |
| FSM | FORTUNA MNG CORP COM NEW | $0 | 0.00% | 0 | -93 | -100.0% | -$923 | 清仓 |
| SFLR | INNOVATOR EQUITY MANAGED FLOOR ETF | $0 | 0.00% | 0 | -26 | -100.0% | -$921 | 清仓 |
| NSP | INSPERITY INC COM | $0 | 0.00% | 0 | -34 | -100.0% | -$919 | 清仓 |
| RBCAA | REPUBLIC BANCORP INC KY CL A | $0 | 0.00% | 0 | -13 | -100.0% | -$917 | 清仓 |
| SB | SAFE BULKERS INC COM | $0 | 0.00% | 0 | -144 | -100.0% | -$912 | 清仓 |
| LOGI | LOGITECH INTL S A SHS | $0 | 0.00% | 0 | -10 | -100.0% | -$911 | 清仓 |
| INVX | INNOVEX INTERNATIONAL INC COM | $0 | 0.00% | 0 | -37 | -100.0% | -$902 | 清仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $0 | 0.00% | 0 | -7 | -100.0% | -$899 | 清仓 |
| CPRI | CAPRI HOLDINGS LIMITED SHS | $0 | 0.00% | 0 | -51 | -100.0% | -$899 | 清仓 |
| LB | LANDBRIDGE COMPANY LLC CL A | $0 | 0.00% | 0 | -13 | -100.0% | -$898 | 清仓 |
| HTB | HOMETRUST BANCSHARES INC COM | $0 | 0.00% | 0 | -21 | -100.0% | -$896 | 清仓 |
| PBA | PEMBINA PIPELINE CORP COM | $0 | 0.00% | 0 | -20 | -100.0% | -$895 | 清仓 |
| TDOC | TELADOC HEALTH INC COM | $0 | 0.00% | 0 | -164 | -100.0% | -$894 | 清仓 |
| CCI | CROWN CASTLE INC COM | $0 | 0.00% | 0 | -11 | -100.0% | -$894 | 清仓 |
| CHEF | CHEFS WHSE INC COM | $0 | 0.00% | 0 | -15 | -100.0% | -$892 | 清仓 |
| OGN | ORGANON & CO COMMON STOCK | $0 | 0.00% | 0 | -149 | -100.0% | -$892 | 清仓 |
| TPG | TPG INC COM CL A | $0 | 0.00% | 0 | -22 | -100.0% | -$891 | 清仓 |
| ONC | BEONE MEDICINES LTD SPONSORED ADS | $0 | 0.00% | 0 | -3 | -100.0% | -$891 | 清仓 |
| THRY | THRYV HLDGS INC COM NEW | $0 | 0.00% | 0 | -325 | -100.0% | -$891 | 清仓 |
| FIP | FTAI INFRASTRUCTURE INC COMMON STOCK | $0 | 0.00% | 0 | -180 | -100.0% | -$889 | 清仓 |
| ANAB | ANAPTYSBIO INC COM | $0 | 0.00% | 0 | -16 | -100.0% | -$887 | 清仓 |
| RCI | ROGERS COMMUNICATIONS INC CL B | $0 | 0.00% | 0 | -23 | -100.0% | -$884 | 清仓 |
| CGEM | CULLINAN THERAPEUTICS INC COM | $0 | 0.00% | 0 | -62 | -100.0% | -$881 | 清仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP COM | $0 | 0.00% | 0 | -25 | -100.0% | -$880 | 清仓 |
| JBSS | SANFILIPPO JOHN B & SON INC COM | $0 | 0.00% | 0 | -11 | -100.0% | -$873 | 清仓 |
| AI | C3 AI INC CL A | $0 | 0.00% | 0 | -103 | -100.0% | -$867 | 清仓 |
| RCUS | ARCUS BIOSCIENCES INC COM | $0 | 0.00% | 0 | -40 | -100.0% | -$864 | 清仓 |
| CNOB | CONNECTONE BANCORP INC COM | $0 | 0.00% | 0 | -32 | -100.0% | -$857 | 清仓 |
| FSK | FS KKR CAP CORP COM | $0 | 0.00% | 0 | -84 | -100.0% | -$855 | 清仓 |
| WLFC | WILLIS LEASE FIN CORP COM | $0 | 0.00% | 0 | -5 | -100.0% | -$851 | 清仓 |
| ESLT | ELBIT SYS LTD ORD | $0 | 0.00% | 0 | -1 | -100.0% | -$849 | 清仓 |
| NPB | NORTHPOINTE BANCSHARES INC. COM SHS | $0 | 0.00% | 0 | -49 | -100.0% | -$846 | 清仓 |
| HLIO | HELIOS TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$841 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $0 | 0.00% | 0 | -28 | -100.0% | -$840 | 清仓 |
| CIFR | CIPHER DIGITAL INC COM | $0 | 0.00% | 0 | -65 | -100.0% | -$837 | 清仓 |
| — | MERIDIAN CORP COM | $0 | 0.00% | 0 | -44 | -100.0% | -$834 | 清仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $0 | 0.00% | 0 | -9 | -100.0% | -$830 | 清仓 |
| — | TONIX PHARMACEUTICALS HLDG CO COM NEW | $0 | 0.00% | 0 | -60 | -100.0% | -$825 | 清仓 |
| MBIN | MERCHANTS BANCORP IND COM | $0 | 0.00% | 0 | -19 | -100.0% | -$815 | 清仓 |
| SSTK | SHUTTERSTOCK INC COM | $0 | 0.00% | 0 | -49 | -100.0% | -$814 | 清仓 |
| AROW | ARROW FINL CORP COM | $0 | 0.00% | 0 | -24 | -100.0% | -$806 | 清仓 |
| ALRS | ALERUS FINL CORP COM | $0 | 0.00% | 0 | -34 | -100.0% | -$806 | 清仓 |
| GMAB | GENMAB A/S SPONSORED ADS | $0 | 0.00% | 0 | -30 | -100.0% | -$805 | 清仓 |
| HSAI | HESAI GROUP SPONSORED ADS | $0 | 0.00% | 0 | -42 | -100.0% | -$803 | 清仓 |
| BUYW | MAIN BUYWRITE ETF | $0 | 0.00% | 0 | -57 | -100.0% | -$803 | 清仓 |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | $0 | 0.00% | 0 | -137 | -100.0% | -$803 | 清仓 |
| RDVT | RED VIOLET INC COM | $0 | 0.00% | 0 | -23 | -100.0% | -$796 | 清仓 |
| LILA | LIBERTY LATIN AMERICA LTD COM CL A | $0 | 0.00% | 0 | -92 | -100.0% | -$795 | 清仓 |
| UTI | UNIVERSAL TECHNICAL INST INC COM | $0 | 0.00% | 0 | -22 | -100.0% | -$794 | 清仓 |
| AMRC | AMERESCO INC CL A | $0 | 0.00% | 0 | -31 | -100.0% | -$791 | 清仓 |
| ACIC | AMERICAN COASTAL INS CORP COM | $0 | 0.00% | 0 | -70 | -100.0% | -$788 | 清仓 |
| QUBT | QUANTUM COMPUTING INC COM | $0 | 0.00% | 0 | -115 | -100.0% | -$788 | 清仓 |
| OOMA | OOMA INC COM | $0 | 0.00% | 0 | -54 | -100.0% | -$786 | 清仓 |
| IIIV | I3 VERTICALS INC COM CL A | $0 | 0.00% | 0 | -35 | -100.0% | -$783 | 清仓 |
| — | RESOURCES CONNECTION INC COM | $0 | 0.00% | 0 | -210 | -100.0% | -$783 | 清仓 |
| MH | MCGRAW HILL INC COM | $0 | 0.00% | 0 | -57 | -100.0% | -$781 | 清仓 |
| HGTY | HAGERTY INC CL A COM | $0 | 0.00% | 0 | -74 | -100.0% | -$779 | 清仓 |
| MBUU | MALIBU BOATS INC COM CL A | $0 | 0.00% | 0 | -30 | -100.0% | -$778 | 清仓 |