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 |
|---|---|---|---|---|---|---|---|---|
| IMXI | INTERNATIONAL MONEY EXPRESS COM | $0 | 0.00% | 0 | -21 | -100.0% | -$332 | 清仓 |
| ERII | ENERGY RECOVERY INC COM | $0 | 0.00% | 0 | -33 | -100.0% | -$332 | 清仓 |
| AXGN | AXOGEN INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$331 | 清仓 |
| OUST | OUSTER INC COM NEW | $0 | 0.00% | 0 | -18 | -100.0% | -$331 | 清仓 |
| NNE | NANO NUCLEAR ENERGY INC COM | $0 | 0.00% | 0 | -16 | -100.0% | -$328 | 清仓 |
| — | NEW FORTRESS ENERGY INC COM CL A | $0 | 0.00% | 0 | -555 | -100.0% | -$327 | 清仓 |
| — | AURORA CANNABIS INC COM | $0 | 0.00% | 0 | -100 | -100.0% | -$327 | 清仓 |
| — | SKY HARBOUR GROUP CORPORATION COM CL A | $0 | 0.00% | 0 | -34 | -100.0% | -$327 | 清仓 |
| MCS | MARCUS CORP DEL COM | $0 | 0.00% | 0 | -19 | -100.0% | -$326 | 清仓 |
| PINE | ALPINE INCOME PPTY TR INC COM | $0 | 0.00% | 0 | -18 | -100.0% | -$324 | 清仓 |
| — | BNY MELLON HIGH YIELD STRATEGI SH BEN INT | $0 | 0.00% | 0 | -132 | -100.0% | -$322 | 清仓 |
| TSHA | TAYSHA GENE THERAPIES INC COM SHS | $0 | 0.00% | 0 | -72 | -100.0% | -$322 | 清仓 |
| IDR | IDAHO STRATEGIC RESOURCES COM NEW | $0 | 0.00% | 0 | -10 | -100.0% | -$321 | 清仓 |
| CBAN | COLONY BANKCORP INC COM | $0 | 0.00% | 0 | -16 | -100.0% | -$320 | 清仓 |
| — | TUHURA BIOSCIENCES INC COM | $0 | 0.00% | 0 | -178 | -100.0% | -$319 | 清仓 |
| WY | WEYERHAEUSER CO COM NEW | $0 | 0.00% | 0 | -13 | -100.0% | -$318 | 清仓 |
| CNMD | CONMED CORP COM | $0 | 0.00% | 0 | -9 | -100.0% | -$318 | 清仓 |
| — | TTEC HLDGS INC COM | $0 | 0.00% | 0 | -127 | -100.0% | -$318 | 清仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$316 | 清仓 |
| HBNC | HORIZON BANCORP IND COM | $0 | 0.00% | 0 | -19 | -100.0% | -$315 | 清仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY COM | $0 | 0.00% | 0 | -10 | -100.0% | -$315 | 清仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW COM | $0 | 0.00% | 0 | -107 | -100.0% | -$315 | 清仓 |
| VIPS | VIPSHOP HLDGS LTD SPONSORED ADS A | $0 | 0.00% | 0 | -20 | -100.0% | -$314 | 清仓 |
| TKC | TURKCELL ILETISIM SPON ADR NEW | $0 | 0.00% | 0 | -52 | -100.0% | -$314 | 清仓 |
| LPL | LG DISPLAY CO LTD SPONS ADR REP | $0 | 0.00% | 0 | -81 | -100.0% | -$314 | 清仓 |
| LMB | LIMBACH HLDGS INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$312 | 清仓 |
| ATOM | ATOMERA INC COM | $0 | 0.00% | 0 | -82 | -100.0% | -$312 | 清仓 |
| ACTG | ACACIA RESH CORP ACACIA TCH COM | $0 | 0.00% | 0 | -64 | -100.0% | -$308 | 清仓 |
| — | SERVICE PPTYS TR COM SH BEN INT | $0 | 0.00% | 0 | -225 | -100.0% | -$305 | 清仓 |
| — | WM TECHNOLOGY INC COM | $0 | 0.00% | 0 | -463 | -100.0% | -$305 | 清仓 |
| PSIX | POWER SOLUTIONS INTL INC COM NEW | $0 | 0.00% | 0 | -5 | -100.0% | -$304 | 清仓 |
| SDHY | PGIM SHORT DUR HIG YLD OPP FD COM | $0 | 0.00% | 0 | -19 | -100.0% | -$304 | 清仓 |
| ELMD | ELECTROMED INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$304 | 清仓 |
| RR | RICHTECH ROBOTICS INC CL B | $0 | 0.00% | 0 | -145 | -100.0% | -$303 | 清仓 |
| — | CVRX INC COM | $0 | 0.00% | 0 | -32 | -100.0% | -$303 | 清仓 |
| CAMT | CAMTEK LTD ORD | $0 | 0.00% | 0 | -2 | -100.0% | -$303 | 清仓 |
| HTHT | H WORLD GROUP LTD SPONSORED ADS | $0 | 0.00% | 0 | -6 | -100.0% | -$302 | 清仓 |
| BSBR | BANCO SANTANDER BRASIL S A ADS REP 1 UNIT | $0 | 0.00% | 0 | -51 | -100.0% | -$302 | 清仓 |
| TIGR | UP FINTECH HLDG LTD SPONSORED ADS | $0 | 0.00% | 0 | -48 | -100.0% | -$302 | 清仓 |
| — | DMC GLOBAL INC COM | $0 | 0.00% | 0 | -58 | -100.0% | -$302 | 清仓 |
| IMSR | TERRESTRIAL ENERGY INC COM SHS | $0 | 0.00% | 0 | -50 | -100.0% | -$300 | 清仓 |
| ZYME | ZYMEWORKS INC COM | $0 | 0.00% | 0 | -12 | -100.0% | -$300 | 清仓 |
| INR | INFINITY NAT RES INC COM CL A | $0 | 0.00% | 0 | -17 | -100.0% | -$299 | 清仓 |
| MVBF | MVB FINL CORP COM | $0 | 0.00% | 0 | -12 | -100.0% | -$298 | 清仓 |
| CECO | CECO ENVIRONMENTAL CORP COM | $0 | 0.00% | 0 | -5 | -100.0% | -$298 | 清仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $0 | 0.00% | 0 | -4 | -100.0% | -$297 | 清仓 |
| — | FIRST NATL CORP VA COM | $0 | 0.00% | 0 | -11 | -100.0% | -$296 | 清仓 |
| — | JELD-WEN HLDG INC COM | $0 | 0.00% | 0 | -236 | -100.0% | -$293 | 清仓 |
| DFH | DREAM FINDERS HOMES INC COM CL A | $0 | 0.00% | 0 | -21 | -100.0% | -$292 | 清仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT | $0 | 0.00% | 0 | -51 | -100.0% | -$290 | 清仓 |
| CZNC | CITIZENS & NORTHN CORP COM | $0 | 0.00% | 0 | -13 | -100.0% | -$290 | 清仓 |
| ONDS | ONDAS INC COM NEW | $0 | 0.00% | 0 | -32 | -100.0% | -$289 | 清仓 |
| TDAY | USA TODAY CO INC COM | $0 | 0.00% | 0 | -41 | -100.0% | -$289 | 清仓 |
| RMNI | RIMINI STR INC DEL COM | $0 | 0.00% | 0 | -88 | -100.0% | -$289 | 清仓 |
| MPAA | MOTORCAR PTS AMER INC COM | $0 | 0.00% | 0 | -26 | -100.0% | -$288 | 清仓 |
| IHRT | IHEARTMEDIA INC COM CL A | $0 | 0.00% | 0 | -98 | -100.0% | -$286 | 清仓 |
| MGTX | MEIRAGTX HLDGS PLC COM | $0 | 0.00% | 0 | -33 | -100.0% | -$286 | 清仓 |
| KOS | KOSMOS ENERGY LTD COM | $0 | 0.00% | 0 | -103 | -100.0% | -$286 | 清仓 |
| WTBA | WEST BANCORPORATION INC CAP STK | $0 | 0.00% | 0 | -12 | -100.0% | -$285 | 清仓 |
| NVAX | NOVAVAX INC COM NEW | $0 | 0.00% | 0 | -35 | -100.0% | -$285 | 清仓 |
| CCOI | COGENT COMM HOLDINGS INC COM NEW | $0 | 0.00% | 0 | -15 | -100.0% | -$283 | 清仓 |
| PLUG | PLUG PWR INC COM NEW | $0 | 0.00% | 0 | -125 | -100.0% | -$283 | 清仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC CL A | $0 | 0.00% | 0 | -218 | -100.0% | -$283 | 清仓 |
| CODI | COMPASS DIVERSIFIED SH BEN INT | $0 | 0.00% | 0 | -36 | -100.0% | -$283 | 清仓 |
| SVCO | SILVACO GROUP INC COM | $0 | 0.00% | 0 | -40 | -100.0% | -$283 | 清仓 |
| — | AMES NATL CORP COM | $0 | 0.00% | 0 | -10 | -100.0% | -$282 | 清仓 |
| WEST | WESTROCK COFFEE CO COM | $0 | 0.00% | 0 | -66 | -100.0% | -$281 | 清仓 |
| — | LCNB CORP COM | $0 | 0.00% | 0 | -18 | -100.0% | -$281 | 清仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS INC COM | $0 | 0.00% | 0 | -59 | -100.0% | -$278 | 清仓 |
| — | PROTALIX BIOTHERAPEUTICS INC COM | $0 | 0.00% | 0 | -128 | -100.0% | -$278 | 清仓 |
| CALY | CALLAWAY GOLF CO COM | $0 | 0.00% | 0 | -20 | -100.0% | -$278 | 清仓 |
| — | CAPSOVISION INC COM | $0 | 0.00% | 0 | -38 | -100.0% | -$277 | 清仓 |
| ARRY | ARRAY TECHNOLOGIES INC COM SHS | $0 | 0.00% | 0 | -38 | -100.0% | -$275 | 清仓 |
| — | PLDT INC SPONSORED ADR | $0 | 0.00% | 0 | -13 | -100.0% | -$274 | 清仓 |
| FUTU | FUTU HLDGS LTD SPON ADS CL A | $0 | 0.00% | 0 | -2 | -100.0% | -$274 | 清仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD SHS | $0 | 0.00% | 0 | -4 | -100.0% | -$273 | 清仓 |
| SCHL | SCHOLASTIC CORP COM | $0 | 0.00% | 0 | -7 | -100.0% | -$273 | 清仓 |
| WNEB | WESTERN NEW ENG BANCORP INC COM | $0 | 0.00% | 0 | -21 | -100.0% | -$272 | 清仓 |
| ATNI | ATN INTL INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$272 | 清仓 |
| CBNK | CAPITAL BANCORP INC MD COM | $0 | 0.00% | 0 | -9 | -100.0% | -$268 | 清仓 |
| — | FALCONS BEYOND GLOBAL INC COM CL A | $0 | 0.00% | 0 | -19 | -100.0% | -$268 | 清仓 |
| TNDM | TANDEM DIABETES CARE INC COM NEW | $0 | 0.00% | 0 | -14 | -100.0% | -$268 | 清仓 |
| FRST | PRIMIS FINANCIAL CORP COM | $0 | 0.00% | 0 | -20 | -100.0% | -$266 | 清仓 |
| CLFD | CLEARFIELD INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$265 | 清仓 |
| — | SEACOR MARINE HLDGS INC COM | $0 | 0.00% | 0 | -37 | -100.0% | -$265 | 清仓 |
| — | PSQ HOLDINGS INC CL A | $0 | 0.00% | 0 | -500 | -100.0% | -$265 | 清仓 |
| LQDA | LIQUIDIA CORPORATION COM NEW | $0 | 0.00% | 0 | -7 | -100.0% | -$264 | 清仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$263 | 清仓 |
| FMNB | FARMERS NATIONAL BANC CORP COM | $0 | 0.00% | 0 | -20 | -100.0% | -$263 | 清仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$262 | 清仓 |
| RWT | REDWOOD TRUST INC COM | $0 | 0.00% | 0 | -46 | -100.0% | -$258 | 清仓 |
| PRG | PROG HOLDINGS INC COM NPV | $0 | 0.00% | 0 | -9 | -100.0% | -$258 | 清仓 |
| IRON | DISC MEDICINE INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$256 | 清仓 |
| INTL | MAIN INTERNATIONAL ETF | $0 | 0.00% | 0 | -9 | -100.0% | -$255 | 清仓 |
| SLS | SELLAS LIFE SCIENCES GROUP INC COM NEW | $0 | 0.00% | 0 | -60 | -100.0% | -$254 | 清仓 |
| — | SENSEONICS HLDGS INC COM | $0 | 0.00% | 0 | -38 | -100.0% | -$253 | 清仓 |
| — | RE/MAX HLDGS INC CL A | $0 | 0.00% | 0 | -44 | -100.0% | -$253 | 清仓 |
| DNTH | DIANTHUS THERAPEUTICS INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$252 | 清仓 |
| INDI | INDIE SEMICONDUCTOR INC CLASS A COM | $0 | 0.00% | 0 | -77 | -100.0% | -$248 | 清仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B | $0 | 0.00% | 0 | -1 | -100.0% | -$247 | 清仓 |