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 |
|---|---|---|---|---|---|---|---|---|
| SATL | SATELLOGIC INC COM CL A | $0 | 0.00% | 0 | -29 | -100.0% | -$158 | 清仓 |
| STLN | THE ONCOLOGY INSTITUTE INC COM | $0 | 0.00% | 0 | -51 | -100.0% | -$157 | 清仓 |
| — | OPAL FUELS INC CLASS A COM | $0 | 0.00% | 0 | -62 | -100.0% | -$156 | 清仓 |
| TECX | TECTONIC THERAPEUTIC INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$155 | 清仓 |
| — | MAINSTREET BANCSHARES INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$155 | 清仓 |
| SBGI | SINCLAIR INC CL A | $0 | 0.00% | 0 | -12 | -100.0% | -$155 | 清仓 |
| — | LUCID DIAGNOSTICS INC COM | $0 | 0.00% | 0 | -134 | -100.0% | -$154 | 清仓 |
| — | TUCOWS INC COM NEW | $0 | 0.00% | 0 | -9 | -100.0% | -$154 | 清仓 |
| OPFI | OPPFI INC COM CL A | $0 | 0.00% | 0 | -20 | -100.0% | -$154 | 清仓 |
| — | CARDIFF ONCOLOGY INC COM | $0 | 0.00% | 0 | -95 | -100.0% | -$154 | 清仓 |
| FUBO | FUBOTV INC COM NEW CL A | $0 | 0.00% | 0 | -16 | -100.0% | -$151 | 清仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$151 | 清仓 |
| III | INFORMATION SVCS GROUP INC COM | $0 | 0.00% | 0 | -39 | -100.0% | -$150 | 清仓 |
| COTY | COTY INC COM CL A | $0 | 0.00% | 0 | -74 | -100.0% | -$149 | 清仓 |
| — | EPSILON ENERGY LTD COM | $0 | 0.00% | 0 | -24 | -100.0% | -$148 | 清仓 |
| LUNR | INTUITIVE MACHINES INC CLASS A COM | $0 | 0.00% | 0 | -8 | -100.0% | -$148 | 清仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC CL A NEW | $0 | 0.00% | 0 | -24 | -100.0% | -$147 | 清仓 |
| NWFL | NORWOOD FINANCIAL CORP COM | $0 | 0.00% | 0 | -5 | -100.0% | -$147 | 清仓 |
| NKTX | NKARTA INC COM | $0 | 0.00% | 0 | -69 | -100.0% | -$146 | 清仓 |
| — | AIRO GROUP HLDGS INC COM | $0 | 0.00% | 0 | -19 | -100.0% | -$145 | 清仓 |
| FRSH | FRESHWORKS INC CLASS A COM | $0 | 0.00% | 0 | -18 | -100.0% | -$145 | 清仓 |
| EQX | EQUINOX GOLD CORP COM | $0 | 0.00% | 0 | -10 | -100.0% | -$145 | 清仓 |
| RYAM | RAYONIER ADVANCED MATLS INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$144 | 清仓 |
| FLGT | FULGENT GENETICS INC COM | $0 | 0.00% | 0 | -9 | -100.0% | -$143 | 清仓 |
| CYRX | CRYOPORT INC COM PAR $0.001 | $0 | 0.00% | 0 | -17 | -100.0% | -$141 | 清仓 |
| FNLC | FIRST BANCORP INC ME COM | $0 | 0.00% | 0 | -5 | -100.0% | -$140 | 清仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $0 | 0.00% | 0 | -4 | -100.0% | -$137 | 清仓 |
| MBLY | MOBILEYE GLOBAL INC COMMON CLASS A | $0 | 0.00% | 0 | -20 | -100.0% | -$137 | 清仓 |
| — | DOUGLAS ELLIMAN INC COM | $0 | 0.00% | 0 | -83 | -100.0% | -$136 | 清仓 |
| — | CARLSMED INC COM | $0 | 0.00% | 0 | -15 | -100.0% | -$136 | 清仓 |
| CGON | CG ONCOLOGY INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$135 | 清仓 |
| FHTX | FOGHORN THERAPEUTICS INC COM | $0 | 0.00% | 0 | -28 | -100.0% | -$134 | 清仓 |
| — | OHIO VY BANC CORP COM | $0 | 0.00% | 0 | -3 | -100.0% | -$132 | 清仓 |
| AOMR | ANGEL OAK MORTGAGE REIT INC COM | $0 | 0.00% | 0 | -16 | -100.0% | -$132 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$131 | 清仓 |
| SUZ | SUZANO S A SPON ADS | $0 | 0.00% | 0 | -13 | -100.0% | -$130 | 清仓 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $0 | 0.00% | 0 | -3 | -100.0% | -$129 | 清仓 |
| WGS | GENEDX HOLDINGS CORP COM CL A | $0 | 0.00% | 0 | -2 | -100.0% | -$128 | 清仓 |
| GSHD | GOOSEHEAD INS INC COM CL A | $0 | 0.00% | 0 | -3 | -100.0% | -$128 | 清仓 |
| JBTM | JBT MAREL CORPORATION COM | $0 | 0.00% | 0 | -1 | -100.0% | -$128 | 清仓 |
| RSVR | RESERVOIR MEDIA INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$127 | 清仓 |
| BKSY | BLACKSKY TECHNOLOGY INC CL A NEW | $0 | 0.00% | 0 | -5 | -100.0% | -$126 | 清仓 |
| — | DRAGANFLY INC. COM | $0 | 0.00% | 0 | -25 | -100.0% | -$123 | 清仓 |
| JMSB | JOHN MARSHALL BANCORP INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$122 | 清仓 |
| — | CITIZENS FINL SVCS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$122 | 清仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -11 | -100.0% | -$122 | 清仓 |
| UAMY | UNITED STATES ANTIMONY CORP COM | $0 | 0.00% | 0 | -14 | -100.0% | -$122 | 清仓 |
| UGP | ULTRAPAR PARTICIPACOES SA SP ADR REP COM | $0 | 0.00% | 0 | -22 | -100.0% | -$121 | 清仓 |
| — | SANUWAVE HEALTH INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$121 | 清仓 |
| — | ESPERION THERAPEUTICS INC NEW COM | $0 | 0.00% | 0 | -44 | -100.0% | -$121 | 清仓 |
| — | GREENWICH LIFESCIENCES INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$120 | 清仓 |
| CDXS | CODEXIS INC COM | $0 | 0.00% | 0 | -73 | -100.0% | -$119 | 清仓 |
| BCML | BAYCOM CORP COM | $0 | 0.00% | 0 | -4 | -100.0% | -$119 | 清仓 |
| PDLB | PONCE FINANCIAL GROUP INC COMMON STOCK | $0 | 0.00% | 0 | -7 | -100.0% | -$117 | 清仓 |
| ACCO | ACCO BRANDS CORP COM | $0 | 0.00% | 0 | -39 | -100.0% | -$117 | 清仓 |
| — | CPI CARD GROUP INC COM NEW | $0 | 0.00% | 0 | -8 | -100.0% | -$116 | 清仓 |
| ASPI | ASP ISOTOPES INC COM | $0 | 0.00% | 0 | -26 | -100.0% | -$115 | 清仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENTRO SPON ADR | $0 | 0.00% | 0 | -1 | -100.0% | -$115 | 清仓 |
| — | HAMILTON BEACH BRANDS HLDG CO COM CL A | $0 | 0.00% | 0 | -6 | -100.0% | -$114 | 清仓 |
| XPOF | XPONENTIAL FITNESS INC COM CL A | $0 | 0.00% | 0 | -19 | -100.0% | -$114 | 清仓 |
| OPK | OPKO HEALTH INC COM | $0 | 0.00% | 0 | -100 | -100.0% | -$114 | 清仓 |
| — | NEURONETICS INC COM | $0 | 0.00% | 0 | -77 | -100.0% | -$112 | 清仓 |
| FUNC | FIRST UTD CORP COM | $0 | 0.00% | 0 | -3 | -100.0% | -$110 | 清仓 |
| KOPN | KOPIN CORP COM | $0 | 0.00% | 0 | -49 | -100.0% | -$110 | 清仓 |
| FRPH | FRP HLDGS INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$109 | 清仓 |
| — | NATIONAL BANKSHARES INC VA COM | $0 | 0.00% | 0 | -3 | -100.0% | -$109 | 清仓 |
| GGB | GERDAU SA SPON ADR REP PFD | $0 | 0.00% | 0 | -30 | -100.0% | -$108 | 清仓 |
| — | AVITA MEDICAL INC COM | $0 | 0.00% | 0 | -29 | -100.0% | -$107 | 清仓 |
| ACH | ACCENDRA HEALTH INC COM | $0 | 0.00% | 0 | -47 | -100.0% | -$107 | 清仓 |
| FULC | FULCRUM THERAPEUTICS INC COM | $0 | 0.00% | 0 | -14 | -100.0% | -$107 | 清仓 |
| — | POWERBANK CORP COM SHS | $0 | 0.00% | 0 | -200 | -100.0% | -$107 | 清仓 |
| TIMB | TIM S A SPONSORED ADR | $0 | 0.00% | 0 | -4 | -100.0% | -$106 | 清仓 |
| — | BED BATH & BEYOND INC WT EXP 100726 | $0 | 0.00% | 0 | -187 | -100.0% | -$105 | 清仓 |
| ATLC | ATLANTICUS HOLDINGS CORP COM | $0 | 0.00% | 0 | -2 | -100.0% | -$105 | 清仓 |
| — | NACCO INDS INC CL A | $0 | 0.00% | 0 | -2 | -100.0% | -$104 | 清仓 |
| — | EVI INDS INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$103 | 清仓 |
| — | EAGLE BANCORP MONT INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$103 | 清仓 |
| SI | SHOULDER INNOVATIONS INC COMMON STOCK | $0 | 0.00% | 0 | -7 | -100.0% | -$102 | 清仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS INC COM | $0 | 0.00% | 0 | -11 | -100.0% | -$102 | 清仓 |
| OSG | OCTAVE SPECIALTY GROUP INC COM NEW | $0 | 0.00% | 0 | -22 | -100.0% | -$102 | 清仓 |
| CRMD | CORMEDIX INC COM | $0 | 0.00% | 0 | -15 | -100.0% | -$102 | 清仓 |
| AMBQ | AMBIQ MICRO INC COMMON STOCK | $0 | 0.00% | 0 | -4 | -100.0% | -$102 | 清仓 |
| ACRS | ACLARIS THERAPEUTICS INC COM | $0 | 0.00% | 0 | -27 | -100.0% | -$101 | 清仓 |
| — | PRINCETON BANCORP INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$101 | 清仓 |
| — | ROUNDHILL MSTR WEEKLYPAY ETF | $0 | 0.00% | 0 | -16 | -100.0% | -$100 | 清仓 |
| RLGT | RADIANT LOGISTICS INC COM | $0 | 0.00% | 0 | -14 | -100.0% | -$99 | 清仓 |
| MYFW | FIRST WESTN FINL INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$98 | 清仓 |
| — | PRO-DEX INC COLO COM NEW | $0 | 0.00% | 0 | -2 | -100.0% | -$98 | 清仓 |
| — | INMUNE BIO INC COM | $0 | 0.00% | 0 | -87 | -100.0% | -$98 | 清仓 |
| — | OAK VY BANCORP OAKDALE CALIF COM | $0 | 0.00% | 0 | -3 | -100.0% | -$97 | 清仓 |
| — | AIRSHIP AI HLDGS INC COM | $0 | 0.00% | 0 | -43 | -100.0% | -$97 | 清仓 |
| PKOH | PARK-OHIO HLDGS CORP COM | $0 | 0.00% | 0 | -4 | -100.0% | -$96 | 清仓 |
| AMCX | AMC GLOBAL MEDIA INC CL A | $0 | 0.00% | 0 | -14 | -100.0% | -$95 | 清仓 |
| VIV | TELEFONICA BRASIL SA SPONSORED ADS | $0 | 0.00% | 0 | -6 | -100.0% | -$95 | 清仓 |
| OPBK | OP BANCORP COM | $0 | 0.00% | 0 | -7 | -100.0% | -$93 | 清仓 |
| SVRA | SAVARA INC COM | $0 | 0.00% | 0 | -17 | -100.0% | -$93 | 清仓 |
| — | ASCENT INDUSTRIES CO COM | $0 | 0.00% | 0 | -7 | -100.0% | -$93 | 清仓 |
| PSO | PEARSON PLC SPONSORED ADR | $0 | 0.00% | 0 | -7 | -100.0% | -$92 | 清仓 |
| CIVB | CIVISTA BANCSHARES INC COM NO PAR | $0 | 0.00% | 0 | -4 | -100.0% | -$91 | 清仓 |
| MEC | MAYVILLE ENGR CO INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$90 | 清仓 |