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 |
|---|---|---|---|---|---|---|---|---|
| FSBW | FS BANCORP INC COM | $0 | 0.00% | 0 | -1,240 | -100.0% | -$4.79万 | 清仓 |
| VAW | VANGUARD MATERIALS ETF | $0 | 0.00% | 0 | -212 | -100.0% | -$4.78万 | 清仓 |
| BCPC | BALCHEM CORP COM | $0 | 0.00% | 0 | -281 | -100.0% | -$4.76万 | 清仓 |
| FTV | FORTIVE CORP COM | $0 | 0.00% | 0 | -859 | -100.0% | -$4.75万 | 清仓 |
| HL | HECLA MINING COMPANY COM | $0 | 0.00% | 0 | -2,540 | -100.0% | -$4.73万 | 清仓 |
| DASH | DOORDASH INC CL A | $0 | 0.00% | 0 | -315 | -100.0% | -$4.73万 | 清仓 |
| BOKF | BOK FINL CORP COM NEW | $0 | 0.00% | 0 | -367 | -100.0% | -$4.70万 | 清仓 |
| IP | INTERNATIONAL PAPER CO COM | $0 | 0.00% | 0 | -1,306 | -100.0% | -$4.66万 | 清仓 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $0 | 0.00% | 0 | -1,948 | -100.0% | -$4.66万 | 清仓 |
| CCK | CROWN HLDGS INC COM | $0 | 0.00% | 0 | -465 | -100.0% | -$4.66万 | 清仓 |
| SPMB | STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | $0 | 0.00% | 0 | -2,075 | -100.0% | -$4.65万 | 清仓 |
| NDSN | NORDSON CORP COM | $0 | 0.00% | 0 | -174 | -100.0% | -$4.63万 | 清仓 |
| KHC | KRAFT HEINZ CO COM | $0 | 0.00% | 0 | -2,053 | -100.0% | -$4.62万 | 清仓 |
| ESTC | ELASTIC N V ORD SHS | $0 | 0.00% | 0 | -923 | -100.0% | -$4.61万 | 清仓 |
| VONE | VANGUARD RUSSELL 1000 ETF | $0 | 0.00% | 0 | -156 | -100.0% | -$4.61万 | 清仓 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $0 | 0.00% | 0 | -245 | -100.0% | -$4.61万 | 清仓 |
| AM | ANTERO MIDSTREAM CORP COM | $0 | 0.00% | 0 | -2,014 | -100.0% | -$4.59万 | 清仓 |
| KKR | KKR & CO INC COM | $0 | 0.00% | 0 | -496 | -100.0% | -$4.59万 | 清仓 |
| GVA | GRANITE CONSTR INC COM | $0 | 0.00% | 0 | -381 | -100.0% | -$4.57万 | 清仓 |
| DPZ | DOMINOS PIZZA INC COM | $0 | 0.00% | 0 | -127 | -100.0% | -$4.56万 | 清仓 |
| RRC | RANGE RES CORP COM | $0 | 0.00% | 0 | -1,006 | -100.0% | -$4.55万 | 清仓 |
| BILZ | PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -450 | -100.0% | -$4.54万 | 清仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $0 | 0.00% | 0 | -1,276 | -100.0% | -$4.54万 | 清仓 |
| — | INVESCO NEW YORK AMT-FREE MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -2,055 | -100.0% | -$4.54万 | 清仓 |
| OC | OWENS CORNING NEW COM | $0 | 0.00% | 0 | -419 | -100.0% | -$4.53万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -394 | -100.0% | -$4.53万 | 清仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $0 | 0.00% | 0 | -737 | -100.0% | -$4.52万 | 清仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $0 | 0.00% | 0 | -480 | -100.0% | -$4.51万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS COM | $0 | 0.00% | 0 | -488 | -100.0% | -$4.49万 | 清仓 |
| NTR | NUTRIEN LTD COM | $0 | 0.00% | 0 | -593 | -100.0% | -$4.47万 | 清仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $0 | 0.00% | 0 | -454 | -100.0% | -$4.47万 | 清仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $0 | 0.00% | 0 | -778 | -100.0% | -$4.44万 | 清仓 |
| HAUZ | DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF | $0 | 0.00% | 0 | -1,964 | -100.0% | -$4.44万 | 清仓 |
| PRI | PRIMERICA INC COM | $0 | 0.00% | 0 | -177 | -100.0% | -$4.43万 | 清仓 |
| ENS | ENERSYS COM | $0 | 0.00% | 0 | -255 | -100.0% | -$4.43万 | 清仓 |
| CNM | CORE & MAIN INC CL A | $0 | 0.00% | 0 | -895 | -100.0% | -$4.42万 | 清仓 |
| RRX | REGAL REXNORD CORPORATION COM | $0 | 0.00% | 0 | -236 | -100.0% | -$4.42万 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $0 | 0.00% | 0 | -268 | -100.0% | -$4.42万 | 清仓 |
| GEM | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | $0 | 0.00% | 0 | -1,021 | -100.0% | -$4.41万 | 清仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $0 | 0.00% | 0 | -245 | -100.0% | -$4.41万 | 清仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $0 | 0.00% | 0 | -331 | -100.0% | -$4.37万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $0 | 0.00% | 0 | -149 | -100.0% | -$4.36万 | 清仓 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $0 | 0.00% | 0 | -2,370 | -100.0% | -$4.36万 | 清仓 |
| INCY | INCYTE CORP COM | $0 | 0.00% | 0 | -462 | -100.0% | -$4.35万 | 清仓 |
| STAG | STAG INDUSTRIAL INC COM | $0 | 0.00% | 0 | -1,206 | -100.0% | -$4.35万 | 清仓 |
| ATO | ATMOS ENERGY CORP COM | $0 | 0.00% | 0 | -235 | -100.0% | -$4.34万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP COM | $0 | 0.00% | 0 | -701 | -100.0% | -$4.34万 | 清仓 |
| IQV | IQVIA HLDGS INC COM | $0 | 0.00% | 0 | -254 | -100.0% | -$4.33万 | 清仓 |
| AX | AXOS FINANCIAL INC COM | $0 | 0.00% | 0 | -506 | -100.0% | -$4.31万 | 清仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $0 | 0.00% | 0 | -458 | -100.0% | -$4.29万 | 清仓 |
| WELL | WELLTOWER INC COM | $0 | 0.00% | 0 | -217 | -100.0% | -$4.29万 | 清仓 |
| CPNG | COUPANG INC CL A | $0 | 0.00% | 0 | -2,265 | -100.0% | -$4.28万 | 清仓 |
| PDN | INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF | $0 | 0.00% | 0 | -986 | -100.0% | -$4.28万 | 清仓 |
| DY | DYCOM INDS INC COM | $0 | 0.00% | 0 | -126 | -100.0% | -$4.27万 | 清仓 |
| GGG | GRACO INC COM | $0 | 0.00% | 0 | -504 | -100.0% | -$4.27万 | 清仓 |
| BUFD | FT VEST LADDERED DEEP BUFFER ETF | $0 | 0.00% | 0 | -1,522 | -100.0% | -$4.26万 | 清仓 |
| RDN | RADIAN GROUP INC COM | $0 | 0.00% | 0 | -1,288 | -100.0% | -$4.26万 | 清仓 |
| GNRC | GENERAC HLDGS INC COM | $0 | 0.00% | 0 | -218 | -100.0% | -$4.26万 | 清仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -514 | -100.0% | -$4.25万 | 清仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $0 | 0.00% | 0 | -401 | -100.0% | -$4.24万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $0 | 0.00% | 0 | -656 | -100.0% | -$4.24万 | 清仓 |
| ALLE | ALLEGION PLC ORD SHS | $0 | 0.00% | 0 | -291 | -100.0% | -$4.23万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $0 | 0.00% | 0 | -494 | -100.0% | -$4.20万 | 清仓 |
| — | DIREXION DAILY ENERGY BULL 2X ETF | $0 | 0.00% | 0 | -407 | -100.0% | -$4.19万 | 清仓 |
| DVYE | ISHARES EMERGING MARKETS DIVIDEND ETF | $0 | 0.00% | 0 | -1,217 | -100.0% | -$4.18万 | 清仓 |
| WTFC | WINTRUST FINL CORP COM | $0 | 0.00% | 0 | -301 | -100.0% | -$4.18万 | 清仓 |
| INGR | INGREDION INC COM | $0 | 0.00% | 0 | -371 | -100.0% | -$4.18万 | 清仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $0 | 0.00% | 0 | -593 | -100.0% | -$4.17万 | 清仓 |
| WTRG | ESSENTIAL UTILS INC COM | $0 | 0.00% | 0 | -1,030 | -100.0% | -$4.15万 | 清仓 |
| IVZ | INVESCO LTD SHS | $0 | 0.00% | 0 | -1,705 | -100.0% | -$4.14万 | 清仓 |
| AMCR | AMCOR PLC COM NEW | $0 | 0.00% | 0 | -1,040 | -100.0% | -$4.13万 | 清仓 |
| DTE | DTE ENERGY CO COM | $0 | 0.00% | 0 | -281 | -100.0% | -$4.11万 | 清仓 |
| THG | HANOVER INS GROUP INC COM | $0 | 0.00% | 0 | -237 | -100.0% | -$4.11万 | 清仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $0 | 0.00% | 0 | -3,816 | -100.0% | -$4.10万 | 清仓 |
| SM | SM ENERGY COMPANY COM | $0 | 0.00% | 0 | -1,304 | -100.0% | -$4.06万 | 清仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LP | $0 | 0.00% | 0 | -625 | -100.0% | -$4.06万 | 清仓 |
| PFXF | VANECK PREFERRED SECURITIES EX FINANCIALS ETF | $0 | 0.00% | 0 | -2,310 | -100.0% | -$4.05万 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $0 | 0.00% | 0 | -434 | -100.0% | -$4.05万 | 清仓 |
| ARW | ARROW ELECTRS INC COM | $0 | 0.00% | 0 | -282 | -100.0% | -$4.04万 | 清仓 |
| VEEV | VEEVA SYS INC CL A COM | $0 | 0.00% | 0 | -230 | -100.0% | -$4.04万 | 清仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $0 | 0.00% | 0 | -925 | -100.0% | -$4.04万 | 清仓 |
| XES | STATE STREET SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF | $0 | 0.00% | 0 | -347 | -100.0% | -$4.04万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $0 | 0.00% | 0 | -32 | -100.0% | -$4.04万 | 清仓 |
| GAP | GAP INC COM | $0 | 0.00% | 0 | -1,665 | -100.0% | -$4.03万 | 清仓 |
| ESE | ESCO TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -143 | -100.0% | -$4.02万 | 清仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $0 | 0.00% | 0 | -554 | -100.0% | -$4.02万 | 清仓 |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETF | $0 | 0.00% | 0 | -332 | -100.0% | -$4.01万 | 清仓 |
| AVT | AVNET INC COM | $0 | 0.00% | 0 | -648 | -100.0% | -$3.99万 | 清仓 |
| AES | AES CORP COM | $0 | 0.00% | 0 | -2,822 | -100.0% | -$3.98万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC COM | $0 | 0.00% | 0 | -917 | -100.0% | -$3.96万 | 清仓 |
| IEX | IDEX CORP COM | $0 | 0.00% | 0 | -208 | -100.0% | -$3.94万 | 清仓 |
| STNG | SCORPIO TANKERS INC SHS | $0 | 0.00% | 0 | -526 | -100.0% | -$3.93万 | 清仓 |
| VOYA | VOYA FINANCIAL INC COM | $0 | 0.00% | 0 | -573 | -100.0% | -$3.91万 | 清仓 |
| PNR | PENTAIR PLC SHS | $0 | 0.00% | 0 | -449 | -100.0% | -$3.91万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $0 | 0.00% | 0 | -218 | -100.0% | -$3.90万 | 清仓 |
| HWC | HANCOCK WHITNEY CORPORATION COM | $0 | 0.00% | 0 | -612 | -100.0% | -$3.89万 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT CL A | $0 | 0.00% | 0 | -1,393 | -100.0% | -$3.89万 | 清仓 |
| SSB | SOUTHSTATE BK CORP COM | $0 | 0.00% | 0 | -420 | -100.0% | -$3.89万 | 清仓 |
| ILMN | ILLUMINA INC COM | $0 | 0.00% | 0 | -315 | -100.0% | -$3.88万 | 清仓 |
| XYL | XYLEM INC COM | $0 | 0.00% | 0 | -324 | -100.0% | -$3.87万 | 清仓 |