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 |
|---|---|---|---|---|---|---|---|---|
| WLDN | WILLDAN GROUP INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$612 | 清仓 |
| STLA | STELLANTIS N.V SHS | $0 | 0.00% | 0 | -86 | -100.0% | -$610 | 清仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$604 | 清仓 |
| APOG | APOGEE ENTERPRISES INC COM | $0 | 0.00% | 0 | -18 | -100.0% | -$604 | 清仓 |
| BJRI | BJS RESTAURANTS INC COM | $0 | 0.00% | 0 | -17 | -100.0% | -$597 | 清仓 |
| WSBF | WATERSTONE FINL INC MD COM | $0 | 0.00% | 0 | -33 | -100.0% | -$595 | 清仓 |
| XPER | XPERI INC COMMON STOCK | $0 | 0.00% | 0 | -106 | -100.0% | -$594 | 清仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC W COM | $0 | 0.00% | 0 | -11 | -100.0% | -$593 | 清仓 |
| AVO | MISSION PRODUCE INC COM | $0 | 0.00% | 0 | -43 | -100.0% | -$592 | 清仓 |
| DRH | DIAMONDROCK HOSPITALITY CO COM | $0 | 0.00% | 0 | -63 | -100.0% | -$590 | 清仓 |
| ARCB | ARCBEST CORP COM | $0 | 0.00% | 0 | -6 | -100.0% | -$590 | 清仓 |
| CBRL | CRACKER BARREL OLD CTRY STORE COM | $0 | 0.00% | 0 | -21 | -100.0% | -$590 | 清仓 |
| FOR | FORESTAR GROUP INC COM | $0 | 0.00% | 0 | -24 | -100.0% | -$587 | 清仓 |
| — | VANECK ETHEREUM ETF | $0 | 0.00% | 0 | -19 | -100.0% | -$582 | 清仓 |
| UFPT | UFP TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$581 | 清仓 |
| KRNY | KEARNY FINL CORP MD COM | $0 | 0.00% | 0 | -77 | -100.0% | -$581 | 清仓 |
| FCBC | FIRST CMNTY BANKSHARES INC VA COM | $0 | 0.00% | 0 | -14 | -100.0% | -$581 | 清仓 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $0 | 0.00% | 0 | -135 | -100.0% | -$579 | 清仓 |
| ZTO | ZTO EXPRESS CAYMAN INC SPONSORED ADS A | $0 | 0.00% | 0 | -23 | -100.0% | -$579 | 清仓 |
| — | TPG MTG INVTS TR INC COM NEW | $0 | 0.00% | 0 | -79 | -100.0% | -$577 | 清仓 |
| BCAX | BICARA THERAPEUTICS INC COM | $0 | 0.00% | 0 | -29 | -100.0% | -$577 | 清仓 |
| — | INVESCO MSCI GLOBAL TIMBER ETF | $0 | 0.00% | 0 | -20 | -100.0% | -$573 | 清仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $0 | 0.00% | 0 | -23 | -100.0% | -$573 | 清仓 |
| — | ACV AUCTIONS INC COM CL A | $0 | 0.00% | 0 | -135 | -100.0% | -$572 | 清仓 |
| SD | SANDRIDGE ENERGY INC COM NEW | $0 | 0.00% | 0 | -35 | -100.0% | -$571 | 清仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS INC COM | $0 | 0.00% | 0 | -24 | -100.0% | -$570 | 清仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC COM | $0 | 0.00% | 0 | -28 | -100.0% | -$569 | 清仓 |
| WT | WISDOMTREE INC COM | $0 | 0.00% | 0 | -39 | -100.0% | -$568 | 清仓 |
| GRND | GRINDR INC COM | $0 | 0.00% | 0 | -47 | -100.0% | -$568 | 清仓 |
| — | ON24 INC COM | $0 | 0.00% | 0 | -70 | -100.0% | -$567 | 清仓 |
| ASLE | AERSALE CORPORATION COM | $0 | 0.00% | 0 | -91 | -100.0% | -$566 | 清仓 |
| — | CODA OCTOPUS GROUP INC COM NEW | $0 | 0.00% | 0 | -50 | -100.0% | -$565 | 清仓 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $0 | 0.00% | 0 | -22 | -100.0% | -$561 | 清仓 |
| ASST | STRIVE INC CL A COM | $0 | 0.00% | 0 | -56 | -100.0% | -$561 | 清仓 |
| CMP | COMPASS MINERALS INTL INC COM | $0 | 0.00% | 0 | -24 | -100.0% | -$560 | 清仓 |
| ANGI | ANGI INC CL A NEW | $0 | 0.00% | 0 | -81 | -100.0% | -$555 | 清仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $0 | 0.00% | 0 | -5 | -100.0% | -$555 | 清仓 |
| — | AKEBIA THREAPEUTICS INC COM | $0 | 0.00% | 0 | -399 | -100.0% | -$555 | 清仓 |
| ERAS | ERASCA INC COM | $0 | 0.00% | 0 | -34 | -100.0% | -$550 | 清仓 |
| — | INOGEN INC COM | $0 | 0.00% | 0 | -89 | -100.0% | -$550 | 清仓 |
| UUUU | ENERGY FUELS INC COM NEW | $0 | 0.00% | 0 | -30 | -100.0% | -$548 | 清仓 |
| ULCC | FRONTIER GROUP HLDGS INC COM | $0 | 0.00% | 0 | -155 | -100.0% | -$547 | 清仓 |
| SECT | MAIN SECTOR ROTATION ETF | $0 | 0.00% | 0 | -9 | -100.0% | -$544 | 清仓 |
| URGN | UROGEN PHARMA LTD COM | $0 | 0.00% | 0 | -30 | -100.0% | -$539 | 清仓 |
| ANGX | ANGEL STUDIOS INC CL A COM | $0 | 0.00% | 0 | -176 | -100.0% | -$537 | 清仓 |
| TSEM | TOWER SEMICONDUCTOR LTD SHS NEW | $0 | 0.00% | 0 | -3 | -100.0% | -$526 | 清仓 |
| CEVA | CEVA INC COM | $0 | 0.00% | 0 | -28 | -100.0% | -$523 | 清仓 |
| EMBC | EMBECTA CORP COMMON STOCK | $0 | 0.00% | 0 | -59 | -100.0% | -$522 | 清仓 |
| ANNX | ANNEXON INC COM | $0 | 0.00% | 0 | -94 | -100.0% | -$521 | 清仓 |
| ITRG | INTEGRA RES CORP COM | $0 | 0.00% | 0 | -191 | -100.0% | -$521 | 清仓 |
| BHB | BAR HBR BANKSHARES COM | $0 | 0.00% | 0 | -16 | -100.0% | -$519 | 清仓 |
| RM | REGIONAL MGMT CORP COM | $0 | 0.00% | 0 | -16 | -100.0% | -$516 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $0 | 0.00% | 0 | -141 | -100.0% | -$516 | 清仓 |
| NEWT | NEWTEKONE INC COM NEW | $0 | 0.00% | 0 | -47 | -100.0% | -$515 | 清仓 |
| MTW | MANITOWOC CO INC COM NEW | $0 | 0.00% | 0 | -44 | -100.0% | -$513 | 清仓 |
| PENG | PENGUIN SOLUTIONS INC COM | $0 | 0.00% | 0 | -29 | -100.0% | -$510 | 清仓 |
| — | FORRESTER RESH INC COM | $0 | 0.00% | 0 | -90 | -100.0% | -$509 | 清仓 |
| SMBK | SMARTFINANCIAL INC COM NEW | $0 | 0.00% | 0 | -13 | -100.0% | -$508 | 清仓 |
| — | CRINETICS PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -14 | -100.0% | -$508 | 清仓 |
| VLGEA | VILLAGE SUPER MKT INC CL A NEW | $0 | 0.00% | 0 | -12 | -100.0% | -$507 | 清仓 |
| AMC | AMC ENTMT HLDGS INC CL A NEW | $0 | 0.00% | 0 | -517 | -100.0% | -$507 | 清仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS IN COM | $0 | 0.00% | 0 | -214 | -100.0% | -$507 | 清仓 |
| MTRX | MATRIX SVC CO COM | $0 | 0.00% | 0 | -44 | -100.0% | -$505 | 清仓 |
| CRCT | CRICUT INC COM CL A | $0 | 0.00% | 0 | -135 | -100.0% | -$505 | 清仓 |
| TLS | TELOS CORP MD COM | $0 | 0.00% | 0 | -120 | -100.0% | -$503 | 清仓 |
| AVDS | AVANTIS INTERNATIONAL SMALL CAP EQUITY ETF | $0 | 0.00% | 0 | -7 | -100.0% | -$503 | 清仓 |
| NN | NEXTNAV INC COMMON STOCK | $0 | 0.00% | 0 | -31 | -100.0% | -$497 | 清仓 |
| FCCO | FIRST CMNTY CORP S C COM | $0 | 0.00% | 0 | -17 | -100.0% | -$497 | 清仓 |
| PRVA | PRIVIA HEALTH GROUP INC COM | $0 | 0.00% | 0 | -24 | -100.0% | -$494 | 清仓 |
| OSS | ONE STOP SYS INC COM | $0 | 0.00% | 0 | -65 | -100.0% | -$492 | 清仓 |
| LIF | LIFE360 INC COM | $0 | 0.00% | 0 | -12 | -100.0% | -$490 | 清仓 |
| FSBC | FIVE STAR BANCORP COM | $0 | 0.00% | 0 | -13 | -100.0% | -$490 | 清仓 |
| AGI | ALAMOS GOLD INC COM CL A | $0 | 0.00% | 0 | -11 | -100.0% | -$489 | 清仓 |
| DAKT | DAKTRONICS INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$489 | 清仓 |
| PLBC | PLUMAS BANCORP COM | $0 | 0.00% | 0 | -10 | -100.0% | -$488 | 清仓 |
| AZTA | AZENTA INC COM | $0 | 0.00% | 0 | -23 | -100.0% | -$486 | 清仓 |
| SMP | STANDARD MTR PRODS INC COM | $0 | 0.00% | 0 | -14 | -100.0% | -$486 | 清仓 |
| NVGS | NAVIGATOR HLDGS LTD SHS | $0 | 0.00% | 0 | -25 | -100.0% | -$483 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -12 | -100.0% | -$483 | 清仓 |
| — | EGAIN CORP COM NEW | $0 | 0.00% | 0 | -61 | -100.0% | -$481 | 清仓 |
| HSHP | HIMALAYA SHIPPING LTD ORD SHS | $0 | 0.00% | 0 | -36 | -100.0% | -$479 | 清仓 |
| — | BIOLIFE SOLUTIONS INC COM NEW | $0 | 0.00% | 0 | -25 | -100.0% | -$477 | 清仓 |
| CUBE | CUBESMART COM | $0 | 0.00% | 0 | -13 | -100.0% | -$476 | 清仓 |
| BSRR | SIERRA BANCORP COM | $0 | 0.00% | 0 | -14 | -100.0% | -$475 | 清仓 |
| SMPL | SIMPLY GOOD FOODS CO COM | $0 | 0.00% | 0 | -33 | -100.0% | -$474 | 清仓 |
| — | TERNS PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -9 | -100.0% | -$474 | 清仓 |
| ONIT | ONITY GROUP INC COM NEW | $0 | 0.00% | 0 | -12 | -100.0% | -$471 | 清仓 |
| GDOT | GREEN DOT CORP CL A | $0 | 0.00% | 0 | -42 | -100.0% | -$471 | 清仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC COM CL A | $0 | 0.00% | 0 | -133 | -100.0% | -$467 | 清仓 |
| SPRY | ARS PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -58 | -100.0% | -$466 | 清仓 |
| UNTY | UNITY BANCORP INC COM | $0 | 0.00% | 0 | -9 | -100.0% | -$466 | 清仓 |
| ADNT | ADIENT PLC ORD SHS | $0 | 0.00% | 0 | -23 | -100.0% | -$465 | 清仓 |
| TS | TENARIS S A SPONSORED ADS | $0 | 0.00% | 0 | -8 | -100.0% | -$465 | 清仓 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$465 | 清仓 |
| CCNE | CNB FINL CORP PA COM | $0 | 0.00% | 0 | -16 | -100.0% | -$463 | 清仓 |
| ARDT | ARDENT HEALTH INC COM | $0 | 0.00% | 0 | -54 | -100.0% | -$462 | 清仓 |
| ANIP | ANI PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$461 | 清仓 |
| AEF | ABRDN EMERGING MARKETS EX CHIN COM | $0 | 0.00% | 0 | -63 | -100.0% | -$459 | 清仓 |
| JBI | JANUS INTERNATIONAL GROUP INC COMMON STOCK | $0 | 0.00% | 0 | -89 | -100.0% | -$458 | 清仓 |
| HY | HYSTER-YALE INC CL A | $0 | 0.00% | 0 | -14 | -100.0% | -$455 | 清仓 |