Root Financial Partners, LLC
ENCINITAS CA · SEC CIK 0001977181
$21.62亿2026Q1 申报市值
3,463持仓数
64.4%前十大占比 · 第一大 20.1%
1112 / 101新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFUS 加仓+$5,710.04万
DFSD 加仓+$2,425.66万
DFCF 加仓+$2,309.64万
DIMENSIONAL U.S. 加仓+$1,644.38万
DFLV 加仓+$1,427.20万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$548.00万
DFUV 减仓-$432.21万
DIMENSIONAL US S 减仓-$337.22万
HWM 减仓-$212.05万
LLY 减仓-$119.95万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $194.11万 | 0.09% | 25,360 | 1,563 | 6.6% | $11.96万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $198.82万 | 0.09% | 4,313 | 1,593 | 58.6% | $73.44万 | 加仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $200.46万 | 0.09% | 39,321 | 225 | 0.6% | $1.15万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $202.59万 | 0.09% | 9,844 | 176 | 1.8% | $3.62万 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $208.20万 | 0.10% | 33,339 | 5,875 | 21.4% | $36.69万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $211.40万 | 0.10% | 8,648 | -1,768 | -17.0% | -$43.22万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $218.52万 | 0.10% | 3,345 | 729 | 27.9% | $47.62万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $218.83万 | 0.10% | 7,439 | 687 | 10.2% | $20.21万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $219.01万 | 0.10% | 11,412 | 103 | 0.9% | $1.98万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $231.46万 | 0.11% | 15,823 | -6,740 | -29.9% | -$98.59万 | 减仓 |
| NFLX | NETFLIX INC. COM | $234.46万 | 0.11% | 24,385 | -3,323 | -12.0% | -$31.95万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $237.15万 | 0.11% | 2,380 | 288 | 13.8% | $28.70万 | 加仓 |
| ORCL | ORACLE CORP COM | $242.61万 | 0.11% | 16,492 | 2,652 | 19.2% | $39.01万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $251.34万 | 0.12% | 81,924 | 22,322 | 37.5% | $68.48万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $252.26万 | 0.12% | 10,616 | 5,308 | 100.0% | $126.13万 | 加仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $255.09万 | 0.12% | 73,833 | 32,194 | 77.3% | $111.23万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $275.46万 | 0.13% | 31,055 | 9,739 | 45.7% | $86.39万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $291.40万 | 0.13% | 4,481 | 949 | 26.9% | $61.71万 | 加仓 |
| HD | HOME DEPOT INC COM | $320.19万 | 0.15% | 9,735 | -1,951 | -16.7% | -$64.17万 | 减仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $324.65万 | 0.15% | 91,374 | 18,157 | 24.8% | $64.51万 | 加仓 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $332.23万 | 0.15% | 66,733 | 25,550 | 62.0% | $127.20万 | 加仓 |
| CAT | CATERPILLAR INC COM | $351.60万 | 0.16% | 4,963 | 1,754 | 54.7% | $124.26万 | 加仓 |
| VTEC | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $355.82万 | 0.16% | 35,913 | 10,562 | 41.7% | $104.65万 | 加仓 |
| DFCA | DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF | $360.00万 | 0.17% | 72,217 | 18,046 | 33.3% | $89.96万 | 加仓 |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $367.12万 | 0.17% | 76,596 | 12,444 | 19.4% | $59.64万 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $376.23万 | 0.17% | 35,327 | 5,584 | 18.8% | $59.47万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $466.26万 | 0.22% | 16,254 | 2,164 | 15.4% | $62.08万 | 加仓 |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $468.87万 | 0.22% | 114,109 | 57,862 | 102.9% | $237.75万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $482.21万 | 0.22% | 8,355 | 141 | 1.7% | $8.14万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $490.66万 | 0.23% | 90,779 | 20,661 | 29.5% | $111.67万 | 加仓 |
| META | META PLATFORMS INC CL A | $506.14万 | 0.23% | 8,847 | -1,349 | -13.2% | -$77.18万 | 减仓 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $524.71万 | 0.24% | 146,649 | -31,375 | -17.6% | -$112.26万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $655.92万 | 0.30% | 33,431 | 7,652 | 29.7% | $150.13万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $665.37万 | 0.31% | 13,885 | 514 | 3.8% | $24.63万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $676.64万 | 0.31% | 25,834 | 6,093 | 30.9% | $159.59万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $696.62万 | 0.32% | 88,844 | 45,217 | 103.6% | $354.55万 | 加仓 |
| AMZN | AMAZON COM INC COM | $773.60万 | 0.36% | 37,144 | -2,775 | -7.0% | -$57.80万 | 减仓 |
| TSLA | TESLA INC COM | $776.75万 | 0.36% | 20,894 | -616 | -2.9% | -$22.90万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $840.46万 | 0.39% | 29,227 | -1,171 | -3.9% | -$33.67万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $885.12万 | 0.41% | 87,932 | 3,972 | 4.7% | $39.98万 | 加仓 |
| AVGO | BROADCOM INC COM | $958.93万 | 0.44% | 30,982 | -2,313 | -6.9% | -$71.59万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $964.20万 | 0.45% | 150,469 | 53,166 | 54.6% | $340.69万 | 加仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $991.56万 | 0.46% | 219,760 | 67,557 | 44.4% | $304.82万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1,002.44万 | 0.46% | 16,776 | 782 | 4.9% | $46.73万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $1,182.32万 | 0.55% | 153,329 | -2,608 | -1.7% | -$20.11万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $1,295.82万 | 0.60% | 35,006 | 4,215 | 13.7% | $156.03万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1,366.88万 | 0.63% | 185,616 | 56,764 | 44.1% | $418.01万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $1,709.61万 | 0.79% | 439,940 | 13,352 | 3.1% | $51.89万 | 加仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $1,826.45万 | 0.84% | 521,248 | -96,238 | -15.6% | -$337.22万 | 减仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $2,780.74万 | 1.29% | 573,822 | -89,189 | -13.5% | -$432.21万 | 减仓 |
| AAPL | APPLE INC COM | $3,389.24万 | 1.57% | 133,545 | 2,416 | 1.8% | $61.32万 | 加仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $3,766.47万 | 1.74% | 1,118,643 | 81,937 | 7.9% | $275.88万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $3,823.92万 | 1.77% | 119,196 | 23,331 | 24.3% | $748.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $4,279.60万 | 1.98% | 245,390 | -31,422 | -11.4% | -$548.00万 | 减仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $4,605.89万 | 2.13% | 872,659 | 47,365 | 5.7% | $249.99万 | 加仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $4,864.96万 | 2.25% | 1,323,440 | 228,460 | 20.9% | $839.82万 | 加仓 |
| — | DIMENSIONAL US REAL ESTATE ETF | $5,007.83万 | 2.32% | 2,117,477 | 208,208 | 10.9% | $492.41万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $5,329.83万 | 2.46% | 122,023 | 23,485 | 23.8% | $1,025.80万 | 加仓 |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $7,679.37万 | 3.55% | 1,514,370 | 229,096 | 17.8% | $1,161.75万 | 加仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $1.09亿 | 5.06% | 3,229,392 | 194,902 | 6.4% | $659.94万 | 加仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $1.12亿 | 5.19% | 3,143,873 | 399,663 | 14.6% | $1,427.20万 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $1.13亿 | 5.22% | 1,586,355 | 231,179 | 17.1% | $1,644.38万 | 加仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $1.37亿 | 6.34% | 3,247,685 | 547,048 | 20.3% | $2,309.64万 | 加仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $1.43亿 | 6.62% | 2,991,136 | 506,613 | 20.4% | $2,425.66万 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $1.62亿 | 7.51% | 4,167,029 | 198,552 | 5.0% | $773.56万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $4.34亿 | 20.09% | 6,125,950 | 805,252 | 15.1% | $5,710.04万 | 加仓 |