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 |
|---|---|---|---|---|---|---|---|---|
| TOL | TOLL BROTHERS INC COM | $0 | 0.00% | 0 | -441 | -100.0% | -$6.02万 | 清仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $0 | 0.00% | 0 | -765 | -100.0% | -$6.02万 | 清仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $0 | 0.00% | 0 | -260 | -100.0% | -$6.00万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $0 | 0.00% | 0 | -2,775 | -100.0% | -$6.00万 | 清仓 |
| JGLO | JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF | $0 | 0.00% | 0 | -919 | -100.0% | -$6.00万 | 清仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -1,469 | -100.0% | -$6.00万 | 清仓 |
| BBWI | BATH & BODY WORKS INC COM | $0 | 0.00% | 0 | -3,210 | -100.0% | -$5.99万 | 清仓 |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $0 | 0.00% | 0 | -2,409 | -100.0% | -$5.97万 | 清仓 |
| CFR | CULLEN FROST BANKERS INC COM | $0 | 0.00% | 0 | -435 | -100.0% | -$5.96万 | 清仓 |
| NTAP | NETAPP INC COM | $0 | 0.00% | 0 | -582 | -100.0% | -$5.96万 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $0 | 0.00% | 0 | -3,954 | -100.0% | -$5.95万 | 清仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $0 | 0.00% | 0 | -6,768 | -100.0% | -$5.94万 | 清仓 |
| CMS | CMS ENERGY CORP COM | $0 | 0.00% | 0 | -764 | -100.0% | -$5.93万 | 清仓 |
| CGNX | COGNEX CORP COM | $0 | 0.00% | 0 | -1,207 | -100.0% | -$5.91万 | 清仓 |
| WAT | WATERS CORP COM | $0 | 0.00% | 0 | -198 | -100.0% | -$5.90万 | 清仓 |
| NYF | ISHARES NEW YORK MUNI BOND ETF | $0 | 0.00% | 0 | -1,110 | -100.0% | -$5.90万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $0 | 0.00% | 0 | -827 | -100.0% | -$5.89万 | 清仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT | $0 | 0.00% | 0 | -1,800 | -100.0% | -$5.88万 | 清仓 |
| PKG | PACKAGING CORP AMER COM | $0 | 0.00% | 0 | -276 | -100.0% | -$5.87万 | 清仓 |
| COKE | COCA COLA CONS INC COM | $0 | 0.00% | 0 | -306 | -100.0% | -$5.87万 | 清仓 |
| MEDP | MEDPACE HLDGS INC COM | $0 | 0.00% | 0 | -122 | -100.0% | -$5.86万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC COM | $0 | 0.00% | 0 | -404 | -100.0% | -$5.85万 | 清仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $0 | 0.00% | 0 | -432 | -100.0% | -$5.82万 | 清仓 |
| FFIV | F5 INC COM | $0 | 0.00% | 0 | -201 | -100.0% | -$5.82万 | 清仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $0 | 0.00% | 0 | -504 | -100.0% | -$5.82万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -284 | -100.0% | -$5.81万 | 清仓 |
| D | DOMINION ENERGY INC COM | $0 | 0.00% | 0 | -939 | -100.0% | -$5.80万 | 清仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $0 | 0.00% | 0 | -195 | -100.0% | -$5.80万 | 清仓 |
| TIP | ISHARES TIPS BOND ETF | $0 | 0.00% | 0 | -524 | -100.0% | -$5.78万 | 清仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $0 | 0.00% | 0 | -800 | -100.0% | -$5.74万 | 清仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $0 | 0.00% | 0 | -499 | -100.0% | -$5.74万 | 清仓 |
| SJM | SMUCKER J M CO COM NEW | $0 | 0.00% | 0 | -593 | -100.0% | -$5.72万 | 清仓 |
| KEX | KIRBY CORP COM | $0 | 0.00% | 0 | -430 | -100.0% | -$5.71万 | 清仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $0 | 0.00% | 0 | -1,283 | -100.0% | -$5.70万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $0 | 0.00% | 0 | -373 | -100.0% | -$5.69万 | 清仓 |
| ONTO | ONTO INNOVATION INC COM | $0 | 0.00% | 0 | -277 | -100.0% | -$5.68万 | 清仓 |
| BG | BUNGE GLOBAL SA COM SHS | $0 | 0.00% | 0 | -446 | -100.0% | -$5.67万 | 清仓 |
| MLI | MUELLER INDS INC COM | $0 | 0.00% | 0 | -512 | -100.0% | -$5.67万 | 清仓 |
| RS | RELIANCE INC COM | $0 | 0.00% | 0 | -185 | -100.0% | -$5.62万 | 清仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $0 | 0.00% | 0 | -297 | -100.0% | -$5.61万 | 清仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -506 | -100.0% | -$5.61万 | 清仓 |
| S | SENTINELONE INC CL A | $0 | 0.00% | 0 | -4,355 | -100.0% | -$5.61万 | 清仓 |
| TVAL | T. ROWE PRICE VALUE ETF | $0 | 0.00% | 0 | -1,547 | -100.0% | -$5.60万 | 清仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $0 | 0.00% | 0 | -570 | -100.0% | -$5.57万 | 清仓 |
| — | QORVO INC COM | $0 | 0.00% | 0 | -718 | -100.0% | -$5.56万 | 清仓 |
| CACI | CACI INTL INC CL A | $0 | 0.00% | 0 | -102 | -100.0% | -$5.55万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $0 | 0.00% | 0 | -497 | -100.0% | -$5.54万 | 清仓 |
| OSK | OSHKOSH CORP COM | $0 | 0.00% | 0 | -375 | -100.0% | -$5.52万 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $0 | 0.00% | 0 | -1,022 | -100.0% | -$5.47万 | 清仓 |
| WRB | BERKLEY W R CORP COM | $0 | 0.00% | 0 | -825 | -100.0% | -$5.47万 | 清仓 |
| STE | STERIS PLC SHS USD | $0 | 0.00% | 0 | -247 | -100.0% | -$5.46万 | 清仓 |
| NWSA | NEWS CORP NEW CL A | $0 | 0.00% | 0 | -2,188 | -100.0% | -$5.45万 | 清仓 |
| OVV | OVINTIV INC COM | $0 | 0.00% | 0 | -918 | -100.0% | -$5.45万 | 清仓 |
| WEX | WEX INC COM | $0 | 0.00% | 0 | -355 | -100.0% | -$5.43万 | 清仓 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $0 | 0.00% | 0 | -2,163 | -100.0% | -$5.43万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $0 | 0.00% | 0 | -195 | -100.0% | -$5.42万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $0 | 0.00% | 0 | -92 | -100.0% | -$5.42万 | 清仓 |
| WSM | WILLIAMS SONOMA INC COM | $0 | 0.00% | 0 | -296 | -100.0% | -$5.40万 | 清仓 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $0 | 0.00% | 0 | -1,500 | -100.0% | -$5.39万 | 清仓 |
| EG | EVEREST GROUP LTD COM | $0 | 0.00% | 0 | -165 | -100.0% | -$5.39万 | 清仓 |
| NXT | NEXTPOWER INC CLASS A COM | $0 | 0.00% | 0 | -446 | -100.0% | -$5.38万 | 清仓 |
| NNN | NNN REIT INC COM | $0 | 0.00% | 0 | -1,278 | -100.0% | -$5.37万 | 清仓 |
| FSLR | FIRST SOLAR INC COM | $0 | 0.00% | 0 | -272 | -100.0% | -$5.37万 | 清仓 |
| AIZ | ASSURANT INC COM | $0 | 0.00% | 0 | -246 | -100.0% | -$5.36万 | 清仓 |
| POR | PORTLAND GEN ELEC CO COM NEW | $0 | 0.00% | 0 | -1,014 | -100.0% | -$5.35万 | 清仓 |
| ACM | AECOM COM | $0 | 0.00% | 0 | -631 | -100.0% | -$5.35万 | 清仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $0 | 0.00% | 0 | -919 | -100.0% | -$5.35万 | 清仓 |
| CSL | CARLISLE COS INC COM | $0 | 0.00% | 0 | -160 | -100.0% | -$5.34万 | 清仓 |
| DRS | LEONARDO DRS INC COM | $0 | 0.00% | 0 | -1,194 | -100.0% | -$5.32万 | 清仓 |
| MAS | MASCO CORP COM | $0 | 0.00% | 0 | -879 | -100.0% | -$5.31万 | 清仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $0 | 0.00% | 0 | -128 | -100.0% | -$5.21万 | 清仓 |
| VFC | V F CORP COM | $0 | 0.00% | 0 | -3,052 | -100.0% | -$5.19万 | 清仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $0 | 0.00% | 0 | -1,007 | -100.0% | -$5.17万 | 清仓 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $0 | 0.00% | 0 | -7,787 | -100.0% | -$5.16万 | 清仓 |
| ESNT | ESSENT GROUP LTD COM | $0 | 0.00% | 0 | -879 | -100.0% | -$5.14万 | 清仓 |
| IONS | IONIS PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -681 | -100.0% | -$5.11万 | 清仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $0 | 0.00% | 0 | -436 | -100.0% | -$5.10万 | 清仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $0 | 0.00% | 0 | -352 | -100.0% | -$5.09万 | 清仓 |
| AMG | AFFILIATED MANAGERS GROUP COM | $0 | 0.00% | 0 | -184 | -100.0% | -$5.09万 | 清仓 |
| APG | API GROUP CORP COM STK | $0 | 0.00% | 0 | -1,256 | -100.0% | -$5.09万 | 清仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $0 | 0.00% | 0 | -27 | -100.0% | -$5.09万 | 清仓 |
| TGRT | T. ROWE PRICE GROWTH ETF | $0 | 0.00% | 0 | -1,286 | -100.0% | -$5.06万 | 清仓 |
| SCI | SERVICE CORP INTL COM | $0 | 0.00% | 0 | -612 | -100.0% | -$5.05万 | 清仓 |
| LEN | LENNAR CORP CL A | $0 | 0.00% | 0 | -576 | -100.0% | -$5.00万 | 清仓 |
| ENSG | ENSIGN GROUP INC COM | $0 | 0.00% | 0 | -248 | -100.0% | -$5.00万 | 清仓 |
| R | RYDER SYS INC COM | $0 | 0.00% | 0 | -243 | -100.0% | -$4.97万 | 清仓 |
| IONQ | IONQ INC COM | $0 | 0.00% | 0 | -1,725 | -100.0% | -$4.97万 | 清仓 |
| ROL | ROLLINS INC COM | $0 | 0.00% | 0 | -928 | -100.0% | -$4.96万 | 清仓 |
| KVUE | KENVUE INC COM | $0 | 0.00% | 0 | -2,869 | -100.0% | -$4.95万 | 清仓 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $0 | 0.00% | 0 | -334 | -100.0% | -$4.93万 | 清仓 |
| APTV | APTIV PLC COM SHS | $0 | 0.00% | 0 | -709 | -100.0% | -$4.92万 | 清仓 |
| XYZ | BLOCK INC CL A | $0 | 0.00% | 0 | -818 | -100.0% | -$4.92万 | 清仓 |
| DSM | BNY MELLON STRATEGIC MUN BD FD COM | $0 | 0.00% | 0 | -8,188 | -100.0% | -$4.92万 | 清仓 |
| EQT | EQT CORP COM | $0 | 0.00% | 0 | -773 | -100.0% | -$4.92万 | 清仓 |
| ORA | ORMAT TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -439 | -100.0% | -$4.91万 | 清仓 |
| VLY | VALLEY NATL BANCORP COM | $0 | 0.00% | 0 | -3,976 | -100.0% | -$4.88万 | 清仓 |
| GPN | GLOBAL PMTS INC COM | $0 | 0.00% | 0 | -725 | -100.0% | -$4.88万 | 清仓 |
| APA | APA CORPORATION COM | $0 | 0.00% | 0 | -1,142 | -100.0% | -$4.85万 | 清仓 |
| DMBS | DOUBLELINE MORTGAGE ETF | $0 | 0.00% | 0 | -974 | -100.0% | -$4.81万 | 清仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $0 | 0.00% | 0 | -1,039 | -100.0% | -$4.81万 | 清仓 |