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 |
|---|---|---|---|---|---|---|---|---|
| OLN | OLIN CORP COM PAR $1 | $0 | 0.00% | 0 | -1,299 | -100.0% | -$3.86万 | 清仓 |
| FLR | FLUOR CORP COM | $0 | 0.00% | 0 | -826 | -100.0% | -$3.85万 | 清仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $0 | 0.00% | 0 | -413 | -100.0% | -$3.85万 | 清仓 |
| DLR | DIGITAL RLTY TR INC COM | $0 | 0.00% | 0 | -213 | -100.0% | -$3.84万 | 清仓 |
| AVY | AVERY DENNISON CORP COM | $0 | 0.00% | 0 | -222 | -100.0% | -$3.83万 | 清仓 |
| SEIC | SEI INVTS CO COM | $0 | 0.00% | 0 | -487 | -100.0% | -$3.82万 | 清仓 |
| — | DOUBLELINE MULTI-SECTOR INCOME ETF | $0 | 0.00% | 0 | -762 | -100.0% | -$3.82万 | 清仓 |
| KAI | KADANT INC COM | $0 | 0.00% | 0 | -130 | -100.0% | -$3.80万 | 清仓 |
| FTAI | FTAI AVIATION LTD SHS | $0 | 0.00% | 0 | -155 | -100.0% | -$3.80万 | 清仓 |
| ATR | APTARGROUP INC COM | $0 | 0.00% | 0 | -301 | -100.0% | -$3.79万 | 清仓 |
| HEI/A | HEICO CORP NEW CL A | $0 | 0.00% | 0 | -179 | -100.0% | -$3.78万 | 清仓 |
| INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETF | $0 | 0.00% | 0 | -970 | -100.0% | -$3.78万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $0 | 0.00% | 0 | -231 | -100.0% | -$3.75万 | 清仓 |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -141 | -100.0% | -$3.74万 | 清仓 |
| LFUS | LITTELFUSE INC COM | $0 | 0.00% | 0 | -110 | -100.0% | -$3.73万 | 清仓 |
| MOG/A | MOOG INC CL A | $0 | 0.00% | 0 | -127 | -100.0% | -$3.72万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $0 | 0.00% | 0 | -411 | -100.0% | -$3.72万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP COM | $0 | 0.00% | 0 | -638 | -100.0% | -$3.72万 | 清仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $0 | 0.00% | 0 | -400 | -100.0% | -$3.71万 | 清仓 |
| AKRE | AKRE FOCUS ETF | $0 | 0.00% | 0 | -701 | -100.0% | -$3.70万 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $0 | 0.00% | 0 | -520 | -100.0% | -$3.70万 | 清仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $0 | 0.00% | 0 | -1,332 | -100.0% | -$3.69万 | 清仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $0 | 0.00% | 0 | -311 | -100.0% | -$3.69万 | 清仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $0 | 0.00% | 0 | -3,970 | -100.0% | -$3.68万 | 清仓 |
| CII | BLACKROCK ENHANCED LARGE CAP C COM | $0 | 0.00% | 0 | -1,750 | -100.0% | -$3.68万 | 清仓 |
| NOV | NOV INC COM | $0 | 0.00% | 0 | -1,937 | -100.0% | -$3.64万 | 清仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $0 | 0.00% | 0 | -327 | -100.0% | -$3.64万 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $0 | 0.00% | 0 | -632 | -100.0% | -$3.64万 | 清仓 |
| RQI | COHEN & STEERS QUALITY INCOME COM | $0 | 0.00% | 0 | -3,000 | -100.0% | -$3.62万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $0 | 0.00% | 0 | -183 | -100.0% | -$3.61万 | 清仓 |
| MUSA | MURPHY USA INC COM | $0 | 0.00% | 0 | -73 | -100.0% | -$3.61万 | 清仓 |
| RIOT | RIOT PLATFORMS INC COM | $0 | 0.00% | 0 | -2,899 | -100.0% | -$3.58万 | 清仓 |
| LKQ | LKQ CORP COM | $0 | 0.00% | 0 | -1,217 | -100.0% | -$3.57万 | 清仓 |
| AN | AUTONATION INC COM | $0 | 0.00% | 0 | -182 | -100.0% | -$3.55万 | 清仓 |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $0 | 0.00% | 0 | -893 | -100.0% | -$3.54万 | 清仓 |
| CAKE | CHEESECAKE FACTORY INC COM | $0 | 0.00% | 0 | -646 | -100.0% | -$3.54万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $0 | 0.00% | 0 | -163 | -100.0% | -$3.53万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $0 | 0.00% | 0 | -288 | -100.0% | -$3.52万 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $0 | 0.00% | 0 | -193 | -100.0% | -$3.49万 | 清仓 |
| TROW | PRICE T ROWE GROUP INC COM | $0 | 0.00% | 0 | -387 | -100.0% | -$3.49万 | 清仓 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $0 | 0.00% | 0 | -605 | -100.0% | -$3.49万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS COM | $0 | 0.00% | 0 | -108 | -100.0% | -$3.49万 | 清仓 |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | $0 | 0.00% | 0 | -774 | -100.0% | -$3.46万 | 清仓 |
| MIDD | MIDDLEBY CORP COM | $0 | 0.00% | 0 | -261 | -100.0% | -$3.46万 | 清仓 |
| — | STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF | $0 | 0.00% | 0 | -813 | -100.0% | -$3.46万 | 清仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $0 | 0.00% | 0 | -263 | -100.0% | -$3.45万 | 清仓 |
| MAIN | MAIN STR CAP CORP COM | $0 | 0.00% | 0 | -650 | -100.0% | -$3.44万 | 清仓 |
| FNB | F N B CORP COM | $0 | 0.00% | 0 | -2,047 | -100.0% | -$3.42万 | 清仓 |
| AYI | ACUITY INC COM | $0 | 0.00% | 0 | -122 | -100.0% | -$3.42万 | 清仓 |
| AGCO | AGCO CORP COM | $0 | 0.00% | 0 | -295 | -100.0% | -$3.42万 | 清仓 |
| BEN | FRANKLIN RESOURCES INC COM | $0 | 0.00% | 0 | -1,447 | -100.0% | -$3.42万 | 清仓 |
| HSIC | SCHEIN HENRY INC COM | $0 | 0.00% | 0 | -463 | -100.0% | -$3.41万 | 清仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $0 | 0.00% | 0 | -742 | -100.0% | -$3.40万 | 清仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $0 | 0.00% | 0 | -2,005 | -100.0% | -$3.40万 | 清仓 |
| VFVA | VANGUARD U.S. VALUE FACTOR ETF | $0 | 0.00% | 0 | -252 | -100.0% | -$3.39万 | 清仓 |
| HRL | HORMEL FOODS CORP COM | $0 | 0.00% | 0 | -1,495 | -100.0% | -$3.39万 | 清仓 |
| IESC | IES HOLDINGS INC COM | $0 | 0.00% | 0 | -71 | -100.0% | -$3.38万 | 清仓 |
| AUSF | GLOBAL X ADAPTIVE U.S. FACTOR ETF | $0 | 0.00% | 0 | -699 | -100.0% | -$3.38万 | 清仓 |
| SN | SHARKNINJA INC COM SHS | $0 | 0.00% | 0 | -318 | -100.0% | -$3.37万 | 清仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $0 | 0.00% | 0 | -738 | -100.0% | -$3.34万 | 清仓 |
| — | FIRST TRUST SECURITIZED PLUS ETF | $0 | 0.00% | 0 | -1,562 | -100.0% | -$3.33万 | 清仓 |
| BP | BP PLC SPONSORED ADR | $0 | 0.00% | 0 | -709 | -100.0% | -$3.33万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $0 | 0.00% | 0 | -222 | -100.0% | -$3.33万 | 清仓 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $0 | 0.00% | 0 | -234 | -100.0% | -$3.33万 | 清仓 |
| ACI | ALBERTSONS COMPANIES INC COMMON STOCK | $0 | 0.00% | 0 | -1,944 | -100.0% | -$3.31万 | 清仓 |
| EQH | EQUITABLE HLDGS INC COM | $0 | 0.00% | 0 | -888 | -100.0% | -$3.30万 | 清仓 |
| CLX | CLOROX CO DEL COM | $0 | 0.00% | 0 | -318 | -100.0% | -$3.30万 | 清仓 |
| SANM | SANMINA CORP COM | $0 | 0.00% | 0 | -254 | -100.0% | -$3.29万 | 清仓 |
| EES | WISDOMTREE U.S. SMALLCAP FUND | $0 | 0.00% | 0 | -567 | -100.0% | -$3.29万 | 清仓 |
| SAN | BANCO SANTANDER SA ADR | $0 | 0.00% | 0 | -2,910 | -100.0% | -$3.28万 | 清仓 |
| RPM | RPM INTL INC COM | $0 | 0.00% | 0 | -330 | -100.0% | -$3.28万 | 清仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $0 | 0.00% | 0 | -350 | -100.0% | -$3.28万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP COM | $0 | 0.00% | 0 | -229 | -100.0% | -$3.28万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $0 | 0.00% | 0 | -315 | -100.0% | -$3.27万 | 清仓 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $0 | 0.00% | 0 | -786 | -100.0% | -$3.26万 | 清仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $0 | 0.00% | 0 | -1,249 | -100.0% | -$3.25万 | 清仓 |
| KIM | KIMCO REALTY CORP COM | $0 | 0.00% | 0 | -1,446 | -100.0% | -$3.25万 | 清仓 |
| LEA | LEAR CORP COM NEW | $0 | 0.00% | 0 | -268 | -100.0% | -$3.24万 | 清仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $0 | 0.00% | 0 | -548 | -100.0% | -$3.24万 | 清仓 |
| FHI | FEDERATED HERMES INC CL B | $0 | 0.00% | 0 | -571 | -100.0% | -$3.24万 | 清仓 |
| MUR | MURPHY OIL CORP COM | $0 | 0.00% | 0 | -784 | -100.0% | -$3.23万 | 清仓 |
| RMD | RESMED INC COM | $0 | 0.00% | 0 | -144 | -100.0% | -$3.23万 | 清仓 |
| WWJD | INSPIRE INTERNATIONAL ETF | $0 | 0.00% | 0 | -864 | -100.0% | -$3.23万 | 清仓 |
| — | INSPIRE GLOBAL HOPE ETF | $0 | 0.00% | 0 | -726 | -100.0% | -$3.22万 | 清仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $0 | 0.00% | 0 | -143 | -100.0% | -$3.22万 | 清仓 |
| SAP | SAP SE SPON ADR | $0 | 0.00% | 0 | -188 | -100.0% | -$3.22万 | 清仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $0 | 0.00% | 0 | -913 | -100.0% | -$3.22万 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $0 | 0.00% | 0 | -1,390 | -100.0% | -$3.21万 | 清仓 |
| LII | LENNOX INTL INC COM | $0 | 0.00% | 0 | -69 | -100.0% | -$3.20万 | 清仓 |
| VLTO | VERALTO CORP COM SHS | $0 | 0.00% | 0 | -362 | -100.0% | -$3.20万 | 清仓 |
| CAPE | DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF | $0 | 0.00% | 0 | -1,034 | -100.0% | -$3.19万 | 清仓 |
| RBLX | ROBLOX CORP CL A | $0 | 0.00% | 0 | -564 | -100.0% | -$3.19万 | 清仓 |
| CDW | CDW CORP COM | $0 | 0.00% | 0 | -263 | -100.0% | -$3.18万 | 清仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $0 | 0.00% | 0 | -541 | -100.0% | -$3.17万 | 清仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $0 | 0.00% | 0 | -267 | -100.0% | -$3.16万 | 清仓 |
| FMC | FMC CORP COM NEW | $0 | 0.00% | 0 | -1,834 | -100.0% | -$3.16万 | 清仓 |
| VMI | VALMONT INDS INC COM | $0 | 0.00% | 0 | -79 | -100.0% | -$3.16万 | 清仓 |
| LPX | LOUISIANA PAC CORP COM | $0 | 0.00% | 0 | -433 | -100.0% | -$3.15万 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $0 | 0.00% | 0 | -199 | -100.0% | -$3.15万 | 清仓 |
| TKR | TIMKEN CO COM | $0 | 0.00% | 0 | -311 | -100.0% | -$3.13万 | 清仓 |