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 |
|---|---|---|---|---|---|---|---|---|
| OCGN | OCUGEN INC COM | $0 | 0.00% | 0 | -250 | -100.0% | -$453 | 清仓 |
| AVIR | ATEA PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -84 | -100.0% | -$452 | 清仓 |
| WPP | WPP PLC NEW ADR | $0 | 0.00% | 0 | -29 | -100.0% | -$451 | 清仓 |
| — | CREXENDO INC COM | $0 | 0.00% | 0 | -73 | -100.0% | -$450 | 清仓 |
| UPWK | UPWORK INC COM | $0 | 0.00% | 0 | -41 | -100.0% | -$449 | 清仓 |
| — | NET LEASE OFFICE PROPERTIES COM | $0 | 0.00% | 0 | -39 | -100.0% | -$449 | 清仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT | $0 | 0.00% | 0 | -84 | -100.0% | -$447 | 清仓 |
| IOT | SAMSARA INC COM CL A | $0 | 0.00% | 0 | -14 | -100.0% | -$444 | 清仓 |
| JCAP | JEFFERSON CAPITAL INC COM | $0 | 0.00% | 0 | -23 | -100.0% | -$442 | 清仓 |
| CASS | CASS INFORMATION SYS INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$440 | 清仓 |
| — | THE REAL BROKERAGE INC COM NEW | $0 | 0.00% | 0 | -176 | -100.0% | -$440 | 清仓 |
| — | HEALTH CATALYST INC COM | $0 | 0.00% | 0 | -345 | -100.0% | -$438 | 清仓 |
| FATE | FATE THERAPEUTICS INC COM | $0 | 0.00% | 0 | -365 | -100.0% | -$438 | 清仓 |
| DHS | WISDOMTREE U.S. HIGH DIVIDEND FUND | $0 | 0.00% | 0 | -4 | -100.0% | -$437 | 清仓 |
| NPCE | NEUROPACE INC COM | $0 | 0.00% | 0 | -33 | -100.0% | -$434 | 清仓 |
| NVMI | NOVA LTD COM | $0 | 0.00% | 0 | -1 | -100.0% | -$434 | 清仓 |
| ACNB | ACNB CORP COM | $0 | 0.00% | 0 | -9 | -100.0% | -$431 | 清仓 |
| ASTE | ASTEC INDS INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$431 | 清仓 |
| SSL | SASOL LTD SPONSORED ADR | $0 | 0.00% | 0 | -33 | -100.0% | -$428 | 清仓 |
| AVBH | AVIDBANK HLDGS INC COM | $0 | 0.00% | 0 | -15 | -100.0% | -$428 | 清仓 |
| PFIS | PEOPLES FINL SVCS CORP COM | $0 | 0.00% | 0 | -8 | -100.0% | -$427 | 清仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $0 | 0.00% | 0 | -8 | -100.0% | -$424 | 清仓 |
| — | CF BANKSHARES INC COM | $0 | 0.00% | 0 | -15 | -100.0% | -$419 | 清仓 |
| COSO | COASTALSOUTH BANCSHARES INC COM NEW | $0 | 0.00% | 0 | -17 | -100.0% | -$418 | 清仓 |
| CLDT | CHATHAM LODGING TR COM | $0 | 0.00% | 0 | -53 | -100.0% | -$417 | 清仓 |
| AVBP | ARRIVENT BIOPHARMA INC COM | $0 | 0.00% | 0 | -18 | -100.0% | -$415 | 清仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$415 | 清仓 |
| — | GEOSPACE TECHNOLOGIES CORP COM | $0 | 0.00% | 0 | -34 | -100.0% | -$415 | 清仓 |
| DSP | VIANT TECHNOLOGY INC COM CL A | $0 | 0.00% | 0 | -37 | -100.0% | -$414 | 清仓 |
| TECK | TECK RESOURCES LTD CL B | $0 | 0.00% | 0 | -8 | -100.0% | -$414 | 清仓 |
| TRC | TEJON RANCH CO COM | $0 | 0.00% | 0 | -22 | -100.0% | -$414 | 清仓 |
| INSP | INSPIRE MED SYS INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$413 | 清仓 |
| LI | LI AUTO INC SPONSORED ADS | $0 | 0.00% | 0 | -23 | -100.0% | -$410 | 清仓 |
| MLR | MILLER INDS INC TENN COM NEW | $0 | 0.00% | 0 | -9 | -100.0% | -$410 | 清仓 |
| — | NUVEEN MULTI ASSET INCOME FUND COM | $0 | 0.00% | 0 | -33 | -100.0% | -$409 | 清仓 |
| MTUS | METALLUS INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$409 | 清仓 |
| CTEV | CLARITEV CORPORATION CL A NEW | $0 | 0.00% | 0 | -25 | -100.0% | -$409 | 清仓 |
| — | XOMA ROYALTY CORPORATION COM NEW | $0 | 0.00% | 0 | -13 | -100.0% | -$408 | 清仓 |
| INBK | FIRST INTERNET BANCORP COM | $0 | 0.00% | 0 | -20 | -100.0% | -$408 | 清仓 |
| AVNW | AVIAT NETWORKS INC COM NEW | $0 | 0.00% | 0 | -18 | -100.0% | -$407 | 清仓 |
| GRNT | GRANITE RIDGE RESOURCES INC COM | $0 | 0.00% | 0 | -69 | -100.0% | -$405 | 清仓 |
| DSGN | DESIGN THERAPEUTICS INC COM | $0 | 0.00% | 0 | -38 | -100.0% | -$404 | 清仓 |
| — | OMEGA FLEX INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$404 | 清仓 |
| — | HAFNIA LTD SHS | $0 | 0.00% | 0 | -53 | -100.0% | -$403 | 清仓 |
| CBLL | CERIBELL INC COM | $0 | 0.00% | 0 | -22 | -100.0% | -$403 | 清仓 |
| SION | SIONNA THERAPEUTICS INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$401 | 清仓 |
| — | SES AI CORPORATION CL A COM | $0 | 0.00% | 0 | -417 | -100.0% | -$401 | 清仓 |
| ERO | ERO COPPER CORP COM | $0 | 0.00% | 0 | -15 | -100.0% | -$400 | 清仓 |
| PRLB | PROTO LABS INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$399 | 清仓 |
| MCHB | MECHANICS BANCORP CL A | $0 | 0.00% | 0 | -27 | -100.0% | -$398 | 清仓 |
| — | FB BANCORP INC COM | $0 | 0.00% | 0 | -29 | -100.0% | -$398 | 清仓 |
| NEXN | NEXXEN INTL LTD SHS NEW | $0 | 0.00% | 0 | -61 | -100.0% | -$398 | 清仓 |
| DIN | DINE BRANDS GLOBAL INC COM | $0 | 0.00% | 0 | -15 | -100.0% | -$394 | 清仓 |
| STAA | STAAR SURGICAL CO COM PAR $0.01 | $0 | 0.00% | 0 | -21 | -100.0% | -$393 | 清仓 |
| UCO | PROSHARES ULTRA BLOOMBERG CRUDE OIL | $0 | 0.00% | 0 | -10 | -100.0% | -$393 | 清仓 |
| — | DIGIMARC CORP NEW COM | $0 | 0.00% | 0 | -80 | -100.0% | -$393 | 清仓 |
| CNDT | CONDUENT INC COM | $0 | 0.00% | 0 | -307 | -100.0% | -$393 | 清仓 |
| HELE | HELEN OF TROY LTD COM | $0 | 0.00% | 0 | -27 | -100.0% | -$389 | 清仓 |
| — | FIRST FNDTN INC COM | $0 | 0.00% | 0 | -65 | -100.0% | -$384 | 清仓 |
| HMY | HARMONY GOLD MNG LTD SPONSORED ADR | $0 | 0.00% | 0 | -25 | -100.0% | -$384 | 清仓 |
| QUAD | QUAD / GRAPHICS INC COM CL A | $0 | 0.00% | 0 | -58 | -100.0% | -$383 | 清仓 |
| PAAS | PAN AMERN SILVER CORP COM | $0 | 0.00% | 0 | -7 | -100.0% | -$382 | 清仓 |
| TROX | TRONOX HOLDINGS PLC SHS | $0 | 0.00% | 0 | -39 | -100.0% | -$381 | 清仓 |
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | $0 | 0.00% | 0 | -11 | -100.0% | -$377 | 清仓 |
| NCNO | NCINO INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$375 | 清仓 |
| NRC | NATIONAL RESH CORP COM NEW | $0 | 0.00% | 0 | -22 | -100.0% | -$374 | 清仓 |
| CLVT | CLARIVATE PLC ORD SHS | $0 | 0.00% | 0 | -148 | -100.0% | -$374 | 清仓 |
| PRTA | PROTHENA CORP PLC SHS | $0 | 0.00% | 0 | -38 | -100.0% | -$369 | 清仓 |
| TTI | TETRA TECHNOLOGIES INC DEL COM | $0 | 0.00% | 0 | -43 | -100.0% | -$366 | 清仓 |
| — | YIELDMAX INNOVATION OPTION INCOME STRATEGY ETF | $0 | 0.00% | 0 | -12 | -100.0% | -$366 | 清仓 |
| CX | CEMEX SA EURO MTN BE 144A SPON ADR NEW | $0 | 0.00% | 0 | -32 | -100.0% | -$366 | 清仓 |
| FOA | FINANCE OF AMERICA COMPAN CL A NEW | $0 | 0.00% | 0 | -22 | -100.0% | -$365 | 清仓 |
| PRGO | PERRIGO CO PLC SHS | $0 | 0.00% | 0 | -34 | -100.0% | -$365 | 清仓 |
| RXT | RACKSPACE TECHNOLOGY INC COM | $0 | 0.00% | 0 | -372 | -100.0% | -$364 | 清仓 |
| DMC | FRESH DEL MONTE PRODUCE INC ORD | $0 | 0.00% | 0 | -9 | -100.0% | -$362 | 清仓 |
| PCRX | PACIRA BIOSCIENCES INC COM | $0 | 0.00% | 0 | -16 | -100.0% | -$362 | 清仓 |
| — | INOVIO PHARMACEUTICALS INC COM SHS | $0 | 0.00% | 0 | -208 | -100.0% | -$362 | 清仓 |
| MBI | MBIA INC COM | $0 | 0.00% | 0 | -61 | -100.0% | -$361 | 清仓 |
| BLSH | BULLISH ORD SHS | $0 | 0.00% | 0 | -10 | -100.0% | -$357 | 清仓 |
| ASIC | ATEGRITY SPECIALTY IN CO HO COM | $0 | 0.00% | 0 | -18 | -100.0% | -$356 | 清仓 |
| — | VILLAGE FARMS INTL INC COM | $0 | 0.00% | 0 | -125 | -100.0% | -$355 | 清仓 |
| BWB | BRIDGEWATER BANCSHARES INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$354 | 清仓 |
| — | PLATINUM GROUP METALS LTD COM | $0 | 0.00% | 0 | -200 | -100.0% | -$354 | 清仓 |
| NEXT | NEXTDECADE CORP COM | $0 | 0.00% | 0 | -46 | -100.0% | -$352 | 清仓 |
| RBBN | RIBBON COMMUNICATIONS INC COM | $0 | 0.00% | 0 | -164 | -100.0% | -$348 | 清仓 |
| GETYQ | GETTY IMAGES HOLDINGS INC CL A COM | $0 | 0.00% | 0 | -435 | -100.0% | -$345 | 清仓 |
| HTLD | HEARTLAND EXPRESS INC COM | $0 | 0.00% | 0 | -33 | -100.0% | -$343 | 清仓 |
| NUS | NU SKIN ENTERPRISES INC CL A | $0 | 0.00% | 0 | -47 | -100.0% | -$342 | 清仓 |
| — | SIGA TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -64 | -100.0% | -$342 | 清仓 |
| ELDN | ELEDON PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -110 | -100.0% | -$339 | 清仓 |
| — | ENHABIT INC COM | $0 | 0.00% | 0 | -24 | -100.0% | -$338 | 清仓 |
| ORN | ORION GROUP HLDGS INC COM | $0 | 0.00% | 0 | -31 | -100.0% | -$338 | 清仓 |
| CBK | COMMERCIAL BANCGROUP INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$338 | 清仓 |
| — | APOGEE THERAPEUTICS INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$337 | 清仓 |
| — | COHERUS ONCOLOGY INC COM | $0 | 0.00% | 0 | -199 | -100.0% | -$336 | 清仓 |
| BRCB | BLACK ROCK COFFEE BAR INC CL A | $0 | 0.00% | 0 | -26 | -100.0% | -$336 | 清仓 |
| — | ADC THERAPEUTICS SA SHS | $0 | 0.00% | 0 | -89 | -100.0% | -$334 | 清仓 |
| CRNC | CERENCE INC COM | $0 | 0.00% | 0 | -53 | -100.0% | -$334 | 清仓 |
| — | GCI LIBERTY INC COM SER A | $0 | 0.00% | 0 | -9 | -100.0% | -$332 | 清仓 |
| VMD | VIEMED HEALTHCARE INC COM | $0 | 0.00% | 0 | -36 | -100.0% | -$332 | 清仓 |