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 |
|---|---|---|---|---|---|---|---|---|
| CAG | CONAGRA BRANDS INC COM | $0 | 0.00% | 0 | -4,855 | -100.0% | -$7.63万 | 清仓 |
| EMN | EASTMAN CHEM CO COM | $0 | 0.00% | 0 | -998 | -100.0% | -$7.62万 | 清仓 |
| FN | FABRINET SHS | $0 | 0.00% | 0 | -146 | -100.0% | -$7.61万 | 清仓 |
| CBRE | CBRE GROUP INC CL A | $0 | 0.00% | 0 | -562 | -100.0% | -$7.61万 | 清仓 |
| OKE | ONEOK INC NEW COM | $0 | 0.00% | 0 | -841 | -100.0% | -$7.60万 | 清仓 |
| UAN | CVR PARTNERS LP/CVR NITROGEN COM | $0 | 0.00% | 0 | -600 | -100.0% | -$7.60万 | 清仓 |
| HSY | HERSHEY CO COM | $0 | 0.00% | 0 | -365 | -100.0% | -$7.58万 | 清仓 |
| DDWM | WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | $0 | 0.00% | 0 | -1,717 | -100.0% | -$7.57万 | 清仓 |
| NRG | NRG ENERGY INC COM NEW | $0 | 0.00% | 0 | -517 | -100.0% | -$7.56万 | 清仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $0 | 0.00% | 0 | -750 | -100.0% | -$7.55万 | 清仓 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $0 | 0.00% | 0 | -5,366 | -100.0% | -$7.53万 | 清仓 |
| SHE | STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | $0 | 0.00% | 0 | -587 | -100.0% | -$7.50万 | 清仓 |
| NANR | STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF | $0 | 0.00% | 0 | -893 | -100.0% | -$7.50万 | 清仓 |
| PTNQ | PACER TRENDPILOT 100 ETF | $0 | 0.00% | 0 | -1,025 | -100.0% | -$7.48万 | 清仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $0 | 0.00% | 0 | -1,314 | -100.0% | -$7.47万 | 清仓 |
| MKL | MARKEL GROUP INC COM | $0 | 0.00% | 0 | -39 | -100.0% | -$7.46万 | 清仓 |
| MCO | MOODYS CORP COM | $0 | 0.00% | 0 | -170 | -100.0% | -$7.42万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $0 | 0.00% | 0 | -1,254 | -100.0% | -$7.40万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $0 | 0.00% | 0 | -1,043 | -100.0% | -$7.35万 | 清仓 |
| SLM | SLM CORP COM | $0 | 0.00% | 0 | -3,429 | -100.0% | -$7.34万 | 清仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $0 | 0.00% | 0 | -3,000 | -100.0% | -$7.32万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC COM | $0 | 0.00% | 0 | -477 | -100.0% | -$7.30万 | 清仓 |
| HAS | HASBRO INC COM | $0 | 0.00% | 0 | -780 | -100.0% | -$7.30万 | 清仓 |
| DOV | DOVER CORP COM | $0 | 0.00% | 0 | -350 | -100.0% | -$7.30万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $0 | 0.00% | 0 | -221 | -100.0% | -$7.23万 | 清仓 |
| HUBB | HUBBELL INC COM | $0 | 0.00% | 0 | -147 | -100.0% | -$7.21万 | 清仓 |
| TRMB | TRIMBLE INC COM | $0 | 0.00% | 0 | -1,101 | -100.0% | -$7.18万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $0 | 0.00% | 0 | -199 | -100.0% | -$7.14万 | 清仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $0 | 0.00% | 0 | -823 | -100.0% | -$7.13万 | 清仓 |
| KDP | KEURIG DR PEPPER INC COM | $0 | 0.00% | 0 | -2,705 | -100.0% | -$7.12万 | 清仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -2,368 | -100.0% | -$7.12万 | 清仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $0 | 0.00% | 0 | -978 | -100.0% | -$7.12万 | 清仓 |
| XPO | XPO INC COM | $0 | 0.00% | 0 | -362 | -100.0% | -$7.04万 | 清仓 |
| TWLO | TWILIO INC CL A | $0 | 0.00% | 0 | -559 | -100.0% | -$7.03万 | 清仓 |
| IDXX | IDEXX LABS INC COM | $0 | 0.00% | 0 | -124 | -100.0% | -$6.97万 | 清仓 |
| FLS | FLOWSERVE CORP COM | $0 | 0.00% | 0 | -944 | -100.0% | -$6.94万 | 清仓 |
| AME | AMETEK INC COM | $0 | 0.00% | 0 | -323 | -100.0% | -$6.92万 | 清仓 |
| CLH | CLEAN HARBORS INC COM | $0 | 0.00% | 0 | -241 | -100.0% | -$6.91万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC COM | $0 | 0.00% | 0 | -351 | -100.0% | -$6.88万 | 清仓 |
| WAB | WABTEC COM | $0 | 0.00% | 0 | -274 | -100.0% | -$6.85万 | 清仓 |
| FLTB | FIDELITY LIMITED TERM BOND ETF | $0 | 0.00% | 0 | -1,362 | -100.0% | -$6.84万 | 清仓 |
| FISV | FISERV INC COM | $0 | 0.00% | 0 | -1,222 | -100.0% | -$6.82万 | 清仓 |
| JLL | JONES LANG LASALLE INC COM | $0 | 0.00% | 0 | -223 | -100.0% | -$6.79万 | 清仓 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $0 | 0.00% | 0 | -527 | -100.0% | -$6.73万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $0 | 0.00% | 0 | -360 | -100.0% | -$6.72万 | 清仓 |
| GMED | GLOBUS MED INC CL A | $0 | 0.00% | 0 | -779 | -100.0% | -$6.71万 | 清仓 |
| ROKU | ROKU INC COM CL A | $0 | 0.00% | 0 | -708 | -100.0% | -$6.70万 | 清仓 |
| STT | STATE STR CORP COM | $0 | 0.00% | 0 | -528 | -100.0% | -$6.68万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC COM | $0 | 0.00% | 0 | -866 | -100.0% | -$6.68万 | 清仓 |
| DGRS | WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | $0 | 0.00% | 0 | -1,260 | -100.0% | -$6.67万 | 清仓 |
| IYF | ISHARES U.S. FINANCIALS ETF | $0 | 0.00% | 0 | -563 | -100.0% | -$6.63万 | 清仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $0 | 0.00% | 0 | -2,576 | -100.0% | -$6.60万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $0 | 0.00% | 0 | -227 | -100.0% | -$6.60万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $0 | 0.00% | 0 | -335 | -100.0% | -$6.59万 | 清仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $0 | 0.00% | 0 | -798 | -100.0% | -$6.58万 | 清仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $0 | 0.00% | 0 | -1,643 | -100.0% | -$6.57万 | 清仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $0 | 0.00% | 0 | -2,952 | -100.0% | -$6.57万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $0 | 0.00% | 0 | -60 | -100.0% | -$6.56万 | 清仓 |
| RCAT | RED CAT HLDGS INC COM | $0 | 0.00% | 0 | -5,009 | -100.0% | -$6.56万 | 清仓 |
| OMF | ONEMAIN HLDGS INC COM | $0 | 0.00% | 0 | -1,222 | -100.0% | -$6.54万 | 清仓 |
| EWBC | EAST WEST BANCORP INC COM | $0 | 0.00% | 0 | -612 | -100.0% | -$6.53万 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $0 | 0.00% | 0 | -453 | -100.0% | -$6.49万 | 清仓 |
| — | FIDELITY ETHEREUM FUND ETF | $0 | 0.00% | 0 | -3,102 | -100.0% | -$6.48万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $0 | 0.00% | 0 | -699 | -100.0% | -$6.45万 | 清仓 |
| ONEY | STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF | $0 | 0.00% | 0 | -537 | -100.0% | -$6.45万 | 清仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $0 | 0.00% | 0 | -805 | -100.0% | -$6.44万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $0 | 0.00% | 0 | -4,117 | -100.0% | -$6.44万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -1,125 | -100.0% | -$6.41万 | 清仓 |
| WCC | WESCO INTL INC COM | $0 | 0.00% | 0 | -234 | -100.0% | -$6.40万 | 清仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $0 | 0.00% | 0 | -793 | -100.0% | -$6.39万 | 清仓 |
| VTRS | VIATRIS INC COM | $0 | 0.00% | 0 | -4,699 | -100.0% | -$6.35万 | 清仓 |
| IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $0 | 0.00% | 0 | -1,318 | -100.0% | -$6.35万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $0 | 0.00% | 0 | -320 | -100.0% | -$6.35万 | 清仓 |
| PPG | PPG INDS INC COM | $0 | 0.00% | 0 | -590 | -100.0% | -$6.31万 | 清仓 |
| SPBO | STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF | $0 | 0.00% | 0 | -2,170 | -100.0% | -$6.30万 | 清仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $0 | 0.00% | 0 | -1,198 | -100.0% | -$6.29万 | 清仓 |
| ORI | OLD REP INTL CORP COM | $0 | 0.00% | 0 | -1,576 | -100.0% | -$6.29万 | 清仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $0 | 0.00% | 0 | -496 | -100.0% | -$6.28万 | 清仓 |
| MKSI | MKS INC. COM | $0 | 0.00% | 0 | -273 | -100.0% | -$6.27万 | 清仓 |
| BIIB | BIOGEN INC COM | $0 | 0.00% | 0 | -341 | -100.0% | -$6.25万 | 清仓 |
| CR | CRANE COMPANY COMMON STOCK | $0 | 0.00% | 0 | -365 | -100.0% | -$6.24万 | 清仓 |
| FOXA | FOX CORP CL A COM | $0 | 0.00% | 0 | -1,068 | -100.0% | -$6.24万 | 清仓 |
| BALL | BALL CORP COM | $0 | 0.00% | 0 | -1,054 | -100.0% | -$6.23万 | 清仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $0 | 0.00% | 0 | -519 | -100.0% | -$6.23万 | 清仓 |
| FE | FIRSTENERGY CORP COM | $0 | 0.00% | 0 | -1,229 | -100.0% | -$6.23万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO COM | $0 | 0.00% | 0 | -1,369 | -100.0% | -$6.20万 | 清仓 |
| JPEF | JPMORGAN EQUITY FOCUS ETF | $0 | 0.00% | 0 | -863 | -100.0% | -$6.20万 | 清仓 |
| EBND | SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | $0 | 0.00% | 0 | -2,996 | -100.0% | -$6.18万 | 清仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $0 | 0.00% | 0 | -1,363 | -100.0% | -$6.14万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW COM | $0 | 0.00% | 0 | -1,219 | -100.0% | -$6.13万 | 清仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $0 | 0.00% | 0 | -2,099 | -100.0% | -$6.12万 | 清仓 |
| GL | GLOBE LIFE INC COM | $0 | 0.00% | 0 | -439 | -100.0% | -$6.11万 | 清仓 |
| — | STATE STREET SPDR S&P 1500 MOMENTUM TILT ETF | $0 | 0.00% | 0 | -218 | -100.0% | -$6.11万 | 清仓 |
| AVRE | AVANTIS REAL ESTATE ETF | $0 | 0.00% | 0 | -1,387 | -100.0% | -$6.10万 | 清仓 |
| AXTA | AXALTA COATING SYS LTD COM | $0 | 0.00% | 0 | -2,202 | -100.0% | -$6.10万 | 清仓 |
| TOUS | T. ROWE PRICE INTERNATIONAL EQUITY ETF | $0 | 0.00% | 0 | -1,760 | -100.0% | -$6.08万 | 清仓 |
| PHM | PULTE GROUP INC COM | $0 | 0.00% | 0 | -516 | -100.0% | -$6.07万 | 清仓 |
| CNH | CNH INDL N V SHS | $0 | 0.00% | 0 | -5,491 | -100.0% | -$6.04万 | 清仓 |
| BX | BLACKSTONE INC COM | $0 | 0.00% | 0 | -525 | -100.0% | -$6.04万 | 清仓 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $0 | 0.00% | 0 | -696 | -100.0% | -$6.03万 | 清仓 |