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 |
|---|---|---|---|---|---|---|---|---|
| BVS | BIOVENTUS INC COM CL A | $0 | 0.00% | 0 | -85 | -100.0% | -$776 | 清仓 |
| IIIN | INSTEEL INDS INC COM | $0 | 0.00% | 0 | -23 | -100.0% | -$773 | 清仓 |
| PLTK | PLAYTIKA HLDG CORP COM | $0 | 0.00% | 0 | -278 | -100.0% | -$773 | 清仓 |
| INN | SUMMIT HOTEL PPTYS COM | $0 | 0.00% | 0 | -173 | -100.0% | -$765 | 清仓 |
| BGS | B & G FOODS INC COM | $0 | 0.00% | 0 | -159 | -100.0% | -$765 | 清仓 |
| CRVL | CORVEL CORP COM | $0 | 0.00% | 0 | -14 | -100.0% | -$765 | 清仓 |
| VITL | VITAL FARMS INC COM | $0 | 0.00% | 0 | -54 | -100.0% | -$762 | 清仓 |
| TFII | TRANSFORCE INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$760 | 清仓 |
| — | ALDEYRA THERAPEUTICS INC COM | $0 | 0.00% | 0 | -449 | -100.0% | -$759 | 清仓 |
| GSSC | TR ACTIVEBETA US SMALL CAP EQUITY ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$756 | 清仓 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $0 | 0.00% | 0 | -24 | -100.0% | -$756 | 清仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC COM | $0 | 0.00% | 0 | -18 | -100.0% | -$754 | 清仓 |
| DBD | DIEBOLD NIXDORF INC COM SHS | $0 | 0.00% | 0 | -10 | -100.0% | -$754 | 清仓 |
| KRT | KARAT PACKAGING INC COM | $0 | 0.00% | 0 | -27 | -100.0% | -$754 | 清仓 |
| BATRA | ATLANTA BRAVES HLDGS INC COM SER A | $0 | 0.00% | 0 | -16 | -100.0% | -$754 | 清仓 |
| VYX | NCR VOYIX CORPORATION COM | $0 | 0.00% | 0 | -119 | -100.0% | -$753 | 清仓 |
| — | LINKBANCORP INC COM | $0 | 0.00% | 0 | -90 | -100.0% | -$751 | 清仓 |
| FLCO | FRANKLIN INVESTMENT GRADE CORPORATE ETF | $0 | 0.00% | 0 | -35 | -100.0% | -$750 | 清仓 |
| CC | CHEMOURS CO COM | $0 | 0.00% | 0 | -34 | -100.0% | -$749 | 清仓 |
| STOK | STOKE THERAPEUTICS INC COM | $0 | 0.00% | 0 | -23 | -100.0% | -$749 | 清仓 |
| SXC | SUNCOKE ENERGY INC COM | $0 | 0.00% | 0 | -115 | -100.0% | -$749 | 清仓 |
| BFS | SAUL CTRS INC COM | $0 | 0.00% | 0 | -23 | -100.0% | -$749 | 清仓 |
| UFCS | UNITED FIRE GROUP INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$741 | 清仓 |
| — | TAPPALPHA SPY GROWTH & DAILY INCOME ETF | $0 | 0.00% | 0 | -32 | -100.0% | -$741 | 清仓 |
| — | ROUNDHILL ETHER COVERED CALL STRATEGY ETF | $0 | 0.00% | 0 | -65 | -100.0% | -$740 | 清仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -158 | -100.0% | -$739 | 清仓 |
| CNR | CORE NATURAL RESOURCES INC COM SHS | $0 | 0.00% | 0 | -7 | -100.0% | -$733 | 清仓 |
| AORT | ARTIVION INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$732 | 清仓 |
| CABO | CABLE ONE INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$730 | 清仓 |
| GRFS | GRIFOLS S A SP ADR REP B NVT | $0 | 0.00% | 0 | -91 | -100.0% | -$730 | 清仓 |
| — | BLUE FOUNDRY BANCORP COM | $0 | 0.00% | 0 | -55 | -100.0% | -$728 | 清仓 |
| SERV | SERVE ROBOTICS INC COM | $0 | 0.00% | 0 | -86 | -100.0% | -$726 | 清仓 |
| SHEN | SHENANDOAH TELECOMMUNICATIONS COM | $0 | 0.00% | 0 | -47 | -100.0% | -$725 | 清仓 |
| PXED | PHOENIX ED PARTNERS INC COM | $0 | 0.00% | 0 | -23 | -100.0% | -$724 | 清仓 |
| KOD | KODIAK SCIENCES INC COM | $0 | 0.00% | 0 | -19 | -100.0% | -$724 | 清仓 |
| EGO | ELDORADO GOLD CORP NEW COM | $0 | 0.00% | 0 | -21 | -100.0% | -$721 | 清仓 |
| BEKE | KE HLDGS INC SPONSORED ADS | $0 | 0.00% | 0 | -48 | -100.0% | -$719 | 清仓 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $0 | 0.00% | 0 | -48 | -100.0% | -$718 | 清仓 |
| NXDR | NEXTDOOR HOLDINGS INC COM CL A | $0 | 0.00% | 0 | -512 | -100.0% | -$717 | 清仓 |
| — | ANAVEX LIFE SCIENCES CORP COM NEW | $0 | 0.00% | 0 | -233 | -100.0% | -$715 | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $0 | 0.00% | 0 | -15 | -100.0% | -$714 | 清仓 |
| KRRO | KORRO BIO INC COM | $0 | 0.00% | 0 | -63 | -100.0% | -$713 | 清仓 |
| TNGX | TANGO THERAPEUTICS INC COM | $0 | 0.00% | 0 | -34 | -100.0% | -$711 | 清仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD COM | $0 | 0.00% | 0 | -25 | -100.0% | -$711 | 清仓 |
| — | WEAVE COMMUNICATIONS INC COM | $0 | 0.00% | 0 | -153 | -100.0% | -$707 | 清仓 |
| SKM | SK TELECOM CO LTD SPONSORED ADR | $0 | 0.00% | 0 | -24 | -100.0% | -$703 | 清仓 |
| ABR | ARBOR REALTY TRUST INC COM | $0 | 0.00% | 0 | -91 | -100.0% | -$702 | 清仓 |
| IDU | ISHARES U.S. UTILITIES ETF | $0 | 0.00% | 0 | -6 | -100.0% | -$697 | 清仓 |
| NATR | NATURES SUNSHINE PRODS INC COM | $0 | 0.00% | 0 | -29 | -100.0% | -$696 | 清仓 |
| — | OUTSET MED INC COM NEW | $0 | 0.00% | 0 | -181 | -100.0% | -$695 | 清仓 |
| UMH | UMH PPTYS INC COM | $0 | 0.00% | 0 | -48 | -100.0% | -$693 | 清仓 |
| PGEN | PRECIGEN INC COM | $0 | 0.00% | 0 | -179 | -100.0% | -$693 | 清仓 |
| STNE | STONECO LTD COM CL A | $0 | 0.00% | 0 | -49 | -100.0% | -$692 | 清仓 |
| HSTM | HEALTHSTREAM INC COM | $0 | 0.00% | 0 | -33 | -100.0% | -$683 | 清仓 |
| BWIN | THE BALDWIN INSURANCE GRP INC COM CL A | $0 | 0.00% | 0 | -31 | -100.0% | -$680 | 清仓 |
| SBSW | SIBANYE STILLWATER LTD SPONSORED ADR | $0 | 0.00% | 0 | -55 | -100.0% | -$678 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$677 | 清仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $0 | 0.00% | 0 | -26 | -100.0% | -$676 | 清仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $0 | 0.00% | 0 | -4 | -100.0% | -$675 | 清仓 |
| UIS | UNISYS CORP COM NEW | $0 | 0.00% | 0 | -324 | -100.0% | -$671 | 清仓 |
| GTLB | GITLAB INC CLASS A COM | $0 | 0.00% | 0 | -31 | -100.0% | -$671 | 清仓 |
| — | CALAVO GROWERS INC COM | $0 | 0.00% | 0 | -26 | -100.0% | -$671 | 清仓 |
| LYTS | LSI INDS INC OHIO COM | $0 | 0.00% | 0 | -36 | -100.0% | -$670 | 清仓 |
| DCH | DAUCH CORP COM | $0 | 0.00% | 0 | -113 | -100.0% | -$670 | 清仓 |
| VREX | VAREX IMAGING CORP COM | $0 | 0.00% | 0 | -63 | -100.0% | -$668 | 清仓 |
| NVCR | NOVOCURE LTD ORD SHS | $0 | 0.00% | 0 | -61 | -100.0% | -$665 | 清仓 |
| PGNY | PROGYNY INC COM | $0 | 0.00% | 0 | -39 | -100.0% | -$662 | 清仓 |
| MCBS | METROCITY BANKSHARES INC COM | $0 | 0.00% | 0 | -23 | -100.0% | -$659 | 清仓 |
| ECO | OKEANIS ECO TANKERS COR SHS | $0 | 0.00% | 0 | -13 | -100.0% | -$658 | 清仓 |
| — | PALLADYNE AI CORP COM NEW | $0 | 0.00% | 0 | -108 | -100.0% | -$656 | 清仓 |
| ALEC | ALECTOR INC COM | $0 | 0.00% | 0 | -305 | -100.0% | -$656 | 清仓 |
| ISTR | INVESTAR HOLDING CORP COM | $0 | 0.00% | 0 | -24 | -100.0% | -$654 | 清仓 |
| PHR | PHREESIA INC COM | $0 | 0.00% | 0 | -78 | -100.0% | -$654 | 清仓 |
| PCT | PURECYCLE TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -126 | -100.0% | -$654 | 清仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y COM | $0 | 0.00% | 0 | -45 | -100.0% | -$654 | 清仓 |
| ICHR | ICHOR HOLDINGS SHS | $0 | 0.00% | 0 | -14 | -100.0% | -$653 | 清仓 |
| ITIC | INVESTORS TITLE CO NC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$652 | 清仓 |
| ALGT | ALLEGIANT TRAVEL CO COM | $0 | 0.00% | 0 | -8 | -100.0% | -$648 | 清仓 |
| PZZA | PAPA JOHNS INTL INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$648 | 清仓 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $0 | 0.00% | 0 | -124 | -100.0% | -$647 | 清仓 |
| JMSI | JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF | $0 | 0.00% | 0 | -13 | -100.0% | -$647 | 清仓 |
| ZGN | ERMENEGILDO ZEGNA N V ORD SHS | $0 | 0.00% | 0 | -62 | -100.0% | -$646 | 清仓 |
| BKD | BROOKDALE SR LIVING INC COM | $0 | 0.00% | 0 | -47 | -100.0% | -$643 | 清仓 |
| — | ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT | $0 | 0.00% | 0 | -58 | -100.0% | -$641 | 清仓 |
| GOLD | GOLD COM INC COM | $0 | 0.00% | 0 | -16 | -100.0% | -$641 | 清仓 |
| BMRC | BANK OF MARIN BANCORP COM | $0 | 0.00% | 0 | -25 | -100.0% | -$641 | 清仓 |
| WS | WORTHINGTON STL INC COM SHS | $0 | 0.00% | 0 | -21 | -100.0% | -$637 | 清仓 |
| KBWB | INVESCO KBW BANK ETF | $0 | 0.00% | 0 | -8 | -100.0% | -$633 | 清仓 |
| BLND | BLEND LABS INC CL A | $0 | 0.00% | 0 | -371 | -100.0% | -$631 | 清仓 |
| — | SKYWATER TECHNOLOGY INC COM | $0 | 0.00% | 0 | -23 | -100.0% | -$630 | 清仓 |
| CWBC | COMMUNITY WEST BANCSHARES NEW COM | $0 | 0.00% | 0 | -27 | -100.0% | -$629 | 清仓 |
| HG | HAMILTON INSURANCE GROUP LTD. CL B | $0 | 0.00% | 0 | -21 | -100.0% | -$626 | 清仓 |
| ASC | ARDMORE SHIPPING CORP COM | $0 | 0.00% | 0 | -41 | -100.0% | -$625 | 清仓 |
| COCO | VITA COCO CO INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$623 | 清仓 |
| ALLO | ALLOGENE THERAPEUTICS INC COM | $0 | 0.00% | 0 | -255 | -100.0% | -$622 | 清仓 |
| RMR | RMR GROUP INC CL A | $0 | 0.00% | 0 | -40 | -100.0% | -$619 | 清仓 |
| COFS | CHOICEONE FINANCIA COM | $0 | 0.00% | 0 | -22 | -100.0% | -$619 | 清仓 |
| VVX | V2X INC COM | $0 | 0.00% | 0 | -9 | -100.0% | -$617 | 清仓 |
| — | TILRAY BRANDS INC COM | $0 | 0.00% | 0 | -95 | -100.0% | -$615 | 清仓 |
| FLUT | FLUTTER ENTMT PLC SHS | $0 | 0.00% | 0 | -6 | -100.0% | -$612 | 清仓 |