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 |
|---|---|---|---|---|---|---|---|---|
| PR | PERMIAN RESOURCES CORP CLASS A COM | $0 | 0.00% | 0 | -4,505 | -100.0% | -$9.60万 | 清仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $0 | 0.00% | 0 | -1,760 | -100.0% | -$9.60万 | 清仓 |
| RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | $0 | 0.00% | 0 | -2,426 | -100.0% | -$9.56万 | 清仓 |
| — | TIDAL TRUST III NAACP MINORITY EMPOWERMENT ETF | $0 | 0.00% | 0 | -1,976 | -100.0% | -$9.56万 | 清仓 |
| MDT | MEDTRONIC PLC SHS | $0 | 0.00% | 0 | -1,102 | -100.0% | -$9.55万 | 清仓 |
| TRGP | TARGA RES CORP COM | $0 | 0.00% | 0 | -378 | -100.0% | -$9.48万 | 清仓 |
| MHK | MOHAWK INDS INC COM | $0 | 0.00% | 0 | -963 | -100.0% | -$9.48万 | 清仓 |
| BIBL | INSPIRE 100 ETF | $0 | 0.00% | 0 | -2,004 | -100.0% | -$9.45万 | 清仓 |
| FBND | FIDELITY TOTAL BOND ETF | $0 | 0.00% | 0 | -2,067 | -100.0% | -$9.43万 | 清仓 |
| — | WEBSTER FINL CORP COM | $0 | 0.00% | 0 | -1,354 | -100.0% | -$9.40万 | 清仓 |
| AR | ANTERO RESOURCES CORP COM | $0 | 0.00% | 0 | -2,201 | -100.0% | -$9.34万 | 清仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $0 | 0.00% | 0 | -445 | -100.0% | -$9.30万 | 清仓 |
| CPAY | CORPAY INC COM SHS | $0 | 0.00% | 0 | -319 | -100.0% | -$9.28万 | 清仓 |
| PTL | INSPIRE 500 ETF | $0 | 0.00% | 0 | -370 | -100.0% | -$9.27万 | 清仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $0 | 0.00% | 0 | -2,037 | -100.0% | -$9.26万 | 清仓 |
| IXN | ISHARES GLOBAL TECH ETF | $0 | 0.00% | 0 | -926 | -100.0% | -$9.26万 | 清仓 |
| UNM | UNUM GROUP COM | $0 | 0.00% | 0 | -1,265 | -100.0% | -$9.24万 | 清仓 |
| YUM | YUM BRANDS INC COM | $0 | 0.00% | 0 | -593 | -100.0% | -$9.22万 | 清仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $0 | 0.00% | 0 | -691 | -100.0% | -$9.20万 | 清仓 |
| DAR | DARLING INGREDIENTS INC COM | $0 | 0.00% | 0 | -1,485 | -100.0% | -$9.18万 | 清仓 |
| MBB | ISHARES MBS ETF | $0 | 0.00% | 0 | -966 | -100.0% | -$9.17万 | 清仓 |
| SLB | SLB LIMITED COM STK | $0 | 0.00% | 0 | -1,782 | -100.0% | -$9.16万 | 清仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $0 | 0.00% | 0 | -343 | -100.0% | -$9.15万 | 清仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $0 | 0.00% | 0 | -1,109 | -100.0% | -$9.14万 | 清仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $0 | 0.00% | 0 | -447 | -100.0% | -$9.13万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $0 | 0.00% | 0 | -1,137 | -100.0% | -$9.11万 | 清仓 |
| DEHP | DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | $0 | 0.00% | 0 | -2,693 | -100.0% | -$9.10万 | 清仓 |
| CVNA | CARVANA CO CL A | $0 | 0.00% | 0 | -1,445 | -100.0% | -$9.09万 | 清仓 |
| TTC | TORO CO COM | $0 | 0.00% | 0 | -971 | -100.0% | -$9.07万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP COM | $0 | 0.00% | 0 | -527 | -100.0% | -$9.07万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $0 | 0.00% | 0 | -572 | -100.0% | -$8.99万 | 清仓 |
| — | INSPIRE CAPITAL APPRECIATION ETF | $0 | 0.00% | 0 | -3,131 | -100.0% | -$8.98万 | 清仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $0 | 0.00% | 0 | -1,072 | -100.0% | -$8.96万 | 清仓 |
| SNN | SMITH & NEPHEW PLC SPDN ADR NEW | $0 | 0.00% | 0 | -2,816 | -100.0% | -$8.95万 | 清仓 |
| BDX | BECTON DICKINSON & CO COM | $0 | 0.00% | 0 | -569 | -100.0% | -$8.95万 | 清仓 |
| PNW | PINNACLE WEST CAP CORP COM | $0 | 0.00% | 0 | -885 | -100.0% | -$8.91万 | 清仓 |
| CL | COLGATE PALMOLIVE CO COM | $0 | 0.00% | 0 | -1,044 | -100.0% | -$8.90万 | 清仓 |
| L | LOEWS CORP COM | $0 | 0.00% | 0 | -830 | -100.0% | -$8.86万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $0 | 0.00% | 0 | -650 | -100.0% | -$8.85万 | 清仓 |
| ULTA | ULTA BEAUTY INC COM | $0 | 0.00% | 0 | -167 | -100.0% | -$8.73万 | 清仓 |
| IR | INGERSOLL RAND INC COM | $0 | 0.00% | 0 | -1,089 | -100.0% | -$8.73万 | 清仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $0 | 0.00% | 0 | -350 | -100.0% | -$8.72万 | 清仓 |
| BCS | BARCLAYS PLC ADR | $0 | 0.00% | 0 | -4,109 | -100.0% | -$8.70万 | 清仓 |
| MOS | MOSAIC CO COM | $0 | 0.00% | 0 | -3,407 | -100.0% | -$8.69万 | 清仓 |
| NI | NISOURCE INC COM | $0 | 0.00% | 0 | -1,856 | -100.0% | -$8.66万 | 清仓 |
| JMOM | JPMORGAN U.S. MOMENTUM FACTOR ETF | $0 | 0.00% | 0 | -1,274 | -100.0% | -$8.65万 | 清仓 |
| ARMK | ARAMARK COM | $0 | 0.00% | 0 | -2,132 | -100.0% | -$8.64万 | 清仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $0 | 0.00% | 0 | -408 | -100.0% | -$8.61万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $0 | 0.00% | 0 | -1,069 | -100.0% | -$8.59万 | 清仓 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $0 | 0.00% | 0 | -1,029 | -100.0% | -$8.53万 | 清仓 |
| MOD | MODINE MFG CO COM | $0 | 0.00% | 0 | -393 | -100.0% | -$8.52万 | 清仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $0 | 0.00% | 0 | -917 | -100.0% | -$8.50万 | 清仓 |
| DDOG | DATADOG INC CL A COM | $0 | 0.00% | 0 | -719 | -100.0% | -$8.49万 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $0 | 0.00% | 0 | -432 | -100.0% | -$8.47万 | 清仓 |
| BWA | BORGWARNER INC COM | $0 | 0.00% | 0 | -1,557 | -100.0% | -$8.45万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $0 | 0.00% | 0 | -1,250 | -100.0% | -$8.38万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP COM | $0 | 0.00% | 0 | -1,556 | -100.0% | -$8.38万 | 清仓 |
| USFD | US FOODS HLDG CORP COM | $0 | 0.00% | 0 | -906 | -100.0% | -$8.35万 | 清仓 |
| STLD | STEEL DYNAMICS INC COM | $0 | 0.00% | 0 | -460 | -100.0% | -$8.28万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $0 | 0.00% | 0 | -1,097 | -100.0% | -$8.26万 | 清仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $0 | 0.00% | 0 | -1,490 | -100.0% | -$8.25万 | 清仓 |
| PAYX | PAYCHEX INC COM | $0 | 0.00% | 0 | -895 | -100.0% | -$8.24万 | 清仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $0 | 0.00% | 0 | -1,392 | -100.0% | -$8.24万 | 清仓 |
| EVRG | EVERGY INC COM | $0 | 0.00% | 0 | -1,004 | -100.0% | -$8.22万 | 清仓 |
| MMIT | NYLI MACKAY MUNI INTERMEDIATE ETF | $0 | 0.00% | 0 | -3,400 | -100.0% | -$8.20万 | 清仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY | $0 | 0.00% | 0 | -2,814 | -100.0% | -$8.18万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP COM | $0 | 0.00% | 0 | -847 | -100.0% | -$8.17万 | 清仓 |
| GRPM | INVESCO S&P MIDCAP 400 GARP ETF | $0 | 0.00% | 0 | -691 | -100.0% | -$8.17万 | 清仓 |
| AXS | AXIS CAP HLDGS LTD SHS | $0 | 0.00% | 0 | -802 | -100.0% | -$8.13万 | 清仓 |
| RL | RALPH LAUREN CORP CL A | $0 | 0.00% | 0 | -236 | -100.0% | -$8.13万 | 清仓 |
| — | MASIMO CORP COM | $0 | 0.00% | 0 | -457 | -100.0% | -$8.13万 | 清仓 |
| LSTR | LANDSTAR SYS INC COM | $0 | 0.00% | 0 | -507 | -100.0% | -$8.13万 | 清仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $0 | 0.00% | 0 | -2,953 | -100.0% | -$8.11万 | 清仓 |
| AZO | AUTOZONE INC COM | $0 | 0.00% | 0 | -24 | -100.0% | -$8.11万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $0 | 0.00% | 0 | -1,000 | -100.0% | -$8.10万 | 清仓 |
| SPH | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | $0 | 0.00% | 0 | -4,100 | -100.0% | -$8.07万 | 清仓 |
| ROIV | ROIVANT SCIENCES LTD SHS | $0 | 0.00% | 0 | -2,914 | -100.0% | -$8.07万 | 清仓 |
| CHWY | CHEWY INC CL A | $0 | 0.00% | 0 | -2,969 | -100.0% | -$8.02万 | 清仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $0 | 0.00% | 0 | -715 | -100.0% | -$8.02万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO COM | $0 | 0.00% | 0 | -2,127 | -100.0% | -$7.99万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -132 | -100.0% | -$7.99万 | 清仓 |
| CF | CF INDUSTRIES HOLD COM | $0 | 0.00% | 0 | -614 | -100.0% | -$7.97万 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $0 | 0.00% | 0 | -4,258 | -100.0% | -$7.96万 | 清仓 |
| — | 2X BITCOIN STRATEGY ETF | $0 | 0.00% | 0 | -5,400 | -100.0% | -$7.96万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC COM | $0 | 0.00% | 0 | -482 | -100.0% | -$7.95万 | 清仓 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $0 | 0.00% | 0 | -781 | -100.0% | -$7.95万 | 清仓 |
| MTG | MGIC INVT CORP WIS COM | $0 | 0.00% | 0 | -3,022 | -100.0% | -$7.93万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $0 | 0.00% | 0 | -281 | -100.0% | -$7.90万 | 清仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $0 | 0.00% | 0 | -1,967 | -100.0% | -$7.89万 | 清仓 |
| GPC | GENUINE PARTS CO COM | $0 | 0.00% | 0 | -741 | -100.0% | -$7.84万 | 清仓 |
| PB | PROSPERITY BANCSHARES INC COM | $0 | 0.00% | 0 | -1,162 | -100.0% | -$7.81万 | 清仓 |
| AEE | AMEREN CORP COM | $0 | 0.00% | 0 | -709 | -100.0% | -$7.79万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $0 | 0.00% | 0 | -393 | -100.0% | -$7.77万 | 清仓 |
| ADSK | AUTODESK INC COM | $0 | 0.00% | 0 | -324 | -100.0% | -$7.76万 | 清仓 |
| G | GENPACT LIMITED SHS | $0 | 0.00% | 0 | -2,078 | -100.0% | -$7.74万 | 清仓 |
| MTB | M & T BK CORP COM | $0 | 0.00% | 0 | -372 | -100.0% | -$7.68万 | 清仓 |
| FOUR | SHIFT4 PMTS INC CL A | $0 | 0.00% | 0 | -1,750 | -100.0% | -$7.65万 | 清仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $0 | 0.00% | 0 | -871 | -100.0% | -$7.65万 | 清仓 |
| KMX | CARMAX INC COM | $0 | 0.00% | 0 | -1,840 | -100.0% | -$7.65万 | 清仓 |
| TRU | TRANSUNION COM | $0 | 0.00% | 0 | -1,104 | -100.0% | -$7.64万 | 清仓 |