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 |
|---|---|---|---|---|---|---|---|---|
| — | EVOLUTION PETE CORP COM | $0 | 0.00% | 0 | -54 | -100.0% | -$247 | 清仓 |
| REPL | REPLIMUNE GROUP INC COM | $0 | 0.00% | 0 | -32 | -100.0% | -$245 | 清仓 |
| XMTR | XOMETRY INC CLASS A COM | $0 | 0.00% | 0 | -6 | -100.0% | -$245 | 清仓 |
| XRX | XEROX HOLDINGS CORP COM NEW | $0 | 0.00% | 0 | -189 | -100.0% | -$244 | 清仓 |
| — | BLUE RIDGE BANKSHARES INC VA COM | $0 | 0.00% | 0 | -58 | -100.0% | -$244 | 清仓 |
| PACB | PACIFIC BIOSCIENCES CALIF INC COM | $0 | 0.00% | 0 | -185 | -100.0% | -$244 | 清仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | $0 | 0.00% | 0 | -3 | -100.0% | -$243 | 清仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP INC CL A | $0 | 0.00% | 0 | -37 | -100.0% | -$243 | 清仓 |
| HBT | HBT FINL INC. COM | $0 | 0.00% | 0 | -9 | -100.0% | -$240 | 清仓 |
| — | GOLDEN ENTMT INC COM | $0 | 0.00% | 0 | -9 | -100.0% | -$240 | 清仓 |
| WOOF | PETCO HEALTH & WELLNESS CO INC COM | $0 | 0.00% | 0 | -86 | -100.0% | -$239 | 清仓 |
| AXIAY | CENTRAIS ELET BRAS SA SPONSORED ADR | $0 | 0.00% | 0 | -21 | -100.0% | -$237 | 清仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $0 | 0.00% | 0 | -5 | -100.0% | -$236 | 清仓 |
| — | PEOPLES BANCORP N C INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$235 | 清仓 |
| ACHC | ACADIA HEALTHCARE COMPANY INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$234 | 清仓 |
| — | INSEEGO CORP COM NEW | $0 | 0.00% | 0 | -21 | -100.0% | -$234 | 清仓 |
| VSTM | VERASTEM INC COM NEW | $0 | 0.00% | 0 | -44 | -100.0% | -$233 | 清仓 |
| SAFE | SAFEHOLD INC COM | $0 | 0.00% | 0 | -17 | -100.0% | -$230 | 清仓 |
| QURE | UNIQURE NV SHS | $0 | 0.00% | 0 | -14 | -100.0% | -$229 | 清仓 |
| FVCB | FVCBANKCORP INC COM | $0 | 0.00% | 0 | -15 | -100.0% | -$228 | 清仓 |
| PANL | PANGAEA LOGISTICS SOLUTION LTD SHS | $0 | 0.00% | 0 | -32 | -100.0% | -$227 | 清仓 |
| USNA | USANA HEALTH SCIENCES INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$227 | 清仓 |
| TEM | TEMPUS AI INC CL A | $0 | 0.00% | 0 | -5 | -100.0% | -$226 | 清仓 |
| — | QUANTUM SI INC COM CL A | $0 | 0.00% | 0 | -292 | -100.0% | -$226 | 清仓 |
| ALTG | ALTA EQUIPMENT GROUP INC COMMON STOCK | $0 | 0.00% | 0 | -42 | -100.0% | -$226 | 清仓 |
| BKTI | BK TECHNOLOGIES CORPORATION COM | $0 | 0.00% | 0 | -3 | -100.0% | -$224 | 清仓 |
| — | SKILLSOFT CORP CL A | $0 | 0.00% | 0 | -52 | -100.0% | -$223 | 清仓 |
| AUR | AURORA INNOVATION INC CLASS A COM | $0 | 0.00% | 0 | -54 | -100.0% | -$222 | 清仓 |
| ABEV | AMBEV SA SPONSORED ADR | $0 | 0.00% | 0 | -76 | -100.0% | -$222 | 清仓 |
| NICE | NICE LTD SPONSORED ADR | $0 | 0.00% | 0 | -2 | -100.0% | -$221 | 清仓 |
| — | THE BEAUTY HEALTH COMPANY COM CL A | $0 | 0.00% | 0 | -247 | -100.0% | -$220 | 清仓 |
| HYLN | HYLIION HOLDINGS CORP COMMON STOCK | $0 | 0.00% | 0 | -125 | -100.0% | -$220 | 清仓 |
| — | YIELDMAX UNIVERSE FUND OF OPTION INCOME ETFS | $0 | 0.00% | 0 | -28 | -100.0% | -$219 | 清仓 |
| GIB | CGI INC CL A SUB VTG | $0 | 0.00% | 0 | -3 | -100.0% | -$219 | 清仓 |
| VEL | VELOCITY FINL INC COM | $0 | 0.00% | 0 | -12 | -100.0% | -$217 | 清仓 |
| — | FIDELITY D & D BANCORP INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$216 | 清仓 |
| ORIC | ORIC PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -17 | -100.0% | -$215 | 清仓 |
| OEC | ORION S.A. COM | $0 | 0.00% | 0 | -33 | -100.0% | -$215 | 清仓 |
| SBS | COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | $0 | 0.00% | 0 | -35 | -100.0% | -$214 | 清仓 |
| — | HERON THERAPEUTICS INC COM | $0 | 0.00% | 0 | -263 | -100.0% | -$210 | 清仓 |
| — | SUNPOWER INC COM | $0 | 0.00% | 0 | -165 | -100.0% | -$210 | 清仓 |
| MAGN | MAGNERA CORP COM SHS | $0 | 0.00% | 0 | -22 | -100.0% | -$209 | 清仓 |
| DDD | 3D SYS CORP DEL COM NEW | $0 | 0.00% | 0 | -111 | -100.0% | -$209 | 清仓 |
| CAE | CAE INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$208 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $0 | 0.00% | 0 | -10 | -100.0% | -$208 | 清仓 |
| MG | MISTRAS GROUP INC COM | $0 | 0.00% | 0 | -14 | -100.0% | -$207 | 清仓 |
| WIT | WIPRO LTD SPON ADR 1 SH | $0 | 0.00% | 0 | -97 | -100.0% | -$206 | 清仓 |
| ALCO | ALICO INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$206 | 清仓 |
| KSS | KOHLS CORP COM | $0 | 0.00% | 0 | -16 | -100.0% | -$206 | 清仓 |
| PI | IMPINJ INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$205 | 清仓 |
| FMAO | FARMERS & MERCHANTS BANCORP IN COM | $0 | 0.00% | 0 | -8 | -100.0% | -$205 | 清仓 |
| — | FRANKLIN FINL SVCS CORP COM | $0 | 0.00% | 0 | -4 | -100.0% | -$204 | 清仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$204 | 清仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO COM CL A | $0 | 0.00% | 0 | -6 | -100.0% | -$204 | 清仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC COM | $0 | 0.00% | 0 | -57 | -100.0% | -$200 | 清仓 |
| OTEX | OPEN TEXT CORP COM | $0 | 0.00% | 0 | -9 | -100.0% | -$200 | 清仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $0 | 0.00% | 0 | -4 | -100.0% | -$200 | 清仓 |
| BSAC | BANCO SANTANDER CHILE NEW SP ADR REP COM | $0 | 0.00% | 0 | -6 | -100.0% | -$200 | 清仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC COM | $0 | 0.00% | 0 | -31 | -100.0% | -$200 | 清仓 |
| DHC | DIVERSIFIED HEALTHCARE TR COM SH BEN INT | $0 | 0.00% | 0 | -30 | -100.0% | -$199 | 清仓 |
| BBCP | CONCRETE PUMPING HLDGS INC COM | $0 | 0.00% | 0 | -27 | -100.0% | -$193 | 清仓 |
| — | OPEN LENDING CORP COM | $0 | 0.00% | 0 | -154 | -100.0% | -$193 | 清仓 |
| SEG | SEAPORT ENTMT GROUP INC COMMON STOCK | $0 | 0.00% | 0 | -9 | -100.0% | -$193 | 清仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JERS COM | $0 | 0.00% | 0 | -12 | -100.0% | -$192 | 清仓 |
| — | YATSEN HLDG LTD SPONSORED ADS | $0 | 0.00% | 0 | -62 | -100.0% | -$191 | 清仓 |
| STEP | STEPSTONE GROUP INC COM CL A | $0 | 0.00% | 0 | -4 | -100.0% | -$191 | 清仓 |
| NECB | NORTHEAST CMNTY BANCORP INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$190 | 清仓 |
| JRVR | JAMES RIV GROUP LTD COM SHS | $0 | 0.00% | 0 | -30 | -100.0% | -$189 | 清仓 |
| USCB | USCB FINANCIAL HOLDINGS INC CLASS A COM | $0 | 0.00% | 0 | -10 | -100.0% | -$185 | 清仓 |
| BCH | BANCO DE CHILE SPONSORED ADS | $0 | 0.00% | 0 | -5 | -100.0% | -$185 | 清仓 |
| PSNY | POLESTAR AUTOMOTIVE HLDG UK PL SPONSORED ADS | $0 | 0.00% | 0 | -10 | -100.0% | -$184 | 清仓 |
| CTKB | CYTEK BIOSCIENCES INC COM | $0 | 0.00% | 0 | -42 | -100.0% | -$184 | 清仓 |
| SOC | SABLE OFFSHORE CORP COM SHS | $0 | 0.00% | 0 | -11 | -100.0% | -$182 | 清仓 |
| ENR | ENERGIZER HLDGS INC COM | $0 | 0.00% | 0 | -11 | -100.0% | -$181 | 清仓 |
| — | PCB BANCORP COM | $0 | 0.00% | 0 | -8 | -100.0% | -$180 | 清仓 |
| UPB | UPSTREAM BIO INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$180 | 清仓 |
| FLXS | FLEXSTEEL INDS INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$180 | 清仓 |
| FLNC | FLUENCE ENERGY INC COM CL A | $0 | 0.00% | 0 | -13 | -100.0% | -$179 | 清仓 |
| — | KALTURA INC COM | $0 | 0.00% | 0 | -146 | -100.0% | -$178 | 清仓 |
| CZWI | CITIZENS CMNTY BANCORP INC MD COM | $0 | 0.00% | 0 | -9 | -100.0% | -$178 | 清仓 |
| TME | TENCENT MUSIC ENTMT GROUP SPON ADS | $0 | 0.00% | 0 | -19 | -100.0% | -$176 | 清仓 |
| — | OPTIMIZERX CORP COM NEW | $0 | 0.00% | 0 | -28 | -100.0% | -$176 | 清仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP IN COM | $0 | 0.00% | 0 | -4 | -100.0% | -$175 | 清仓 |
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETF | $0 | 0.00% | 0 | -2 | -100.0% | -$174 | 清仓 |
| STN | STANTEC INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$173 | 清仓 |
| — | NERDY INC CL A COM | $0 | 0.00% | 0 | -212 | -100.0% | -$173 | 清仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS COM | $0 | 0.00% | 0 | -22 | -100.0% | -$170 | 清仓 |
| — | SR BANCORP INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$169 | 清仓 |
| — | UNIVERSAL LOGISTICS HLDGS INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$169 | 清仓 |
| VTWV | VANGUARD RUSSELL 2000 VALUE ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$167 | 清仓 |
| — | BLAIZE HLDGS INC COM | $0 | 0.00% | 0 | -92 | -100.0% | -$167 | 清仓 |
| USAR | USA RARE EARTH INC COM | $0 | 0.00% | 0 | -11 | -100.0% | -$166 | 清仓 |
| — | SOUNDTHINKING INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$166 | 清仓 |
| — | ARQ INC COM | $0 | 0.00% | 0 | -64 | -100.0% | -$164 | 清仓 |
| RPAY | REPAY HLDGS CORP COM CL A | $0 | 0.00% | 0 | -63 | -100.0% | -$164 | 清仓 |
| — | PULMONX CORP COM | $0 | 0.00% | 0 | -126 | -100.0% | -$163 | 清仓 |
| IART | INTEGRA LIFESCIENCES HLDGS CP COM NEW | $0 | 0.00% | 0 | -17 | -100.0% | -$160 | 清仓 |
| BBNX | BETA BIONICS INC COM | $0 | 0.00% | 0 | -16 | -100.0% | -$160 | 清仓 |
| EVCM | EVERCOMMERCE INC COM | $0 | 0.00% | 0 | -14 | -100.0% | -$160 | 清仓 |
| TSBK | TIMBERLAND BANCORP INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$158 | 清仓 |