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 |
|---|---|---|---|---|---|---|---|---|
| COIN | COINBASE GLOBAL INC COM CL A | $0 | 0.00% | 0 | -179 | -100.0% | -$3.13万 | 清仓 |
| — | AIR LEASE CORP CL A | $0 | 0.00% | 0 | -481 | -100.0% | -$3.12万 | 清仓 |
| ENTG | ENTEGRIS INC COM | $0 | 0.00% | 0 | -266 | -100.0% | -$3.12万 | 清仓 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $0 | 0.00% | 0 | -364 | -100.0% | -$3.12万 | 清仓 |
| DABS | DOUBLELINE ABS ETF | $0 | 0.00% | 0 | -612 | -100.0% | -$3.11万 | 清仓 |
| CRUS | CIRRUS LOGIC INC COM | $0 | 0.00% | 0 | -214 | -100.0% | -$3.09万 | 清仓 |
| TCBI | TEXAS CAP BANCSHARES INC COM | $0 | 0.00% | 0 | -326 | -100.0% | -$3.09万 | 清仓 |
| — | TOPBUILD COR COM | $0 | 0.00% | 0 | -88 | -100.0% | -$3.09万 | 清仓 |
| FOX | FOX CORP CL B COM | $0 | 0.00% | 0 | -582 | -100.0% | -$3.09万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $0 | 0.00% | 0 | -319 | -100.0% | -$3.09万 | 清仓 |
| ALV | AUTOLIV INC COM | $0 | 0.00% | 0 | -292 | -100.0% | -$3.07万 | 清仓 |
| CBSH | COMMERCE BANCSHARES INC COM | $0 | 0.00% | 0 | -623 | -100.0% | -$3.07万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $0 | 0.00% | 0 | -372 | -100.0% | -$3.06万 | 清仓 |
| — | HOLOGIC INC COM | $0 | 0.00% | 0 | -405 | -100.0% | -$3.06万 | 清仓 |
| SW | SMURFIT WESTROCK PLC SHS | $0 | 0.00% | 0 | -768 | -100.0% | -$3.06万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $0 | 0.00% | 0 | -522 | -100.0% | -$3.05万 | 清仓 |
| ZTS | ZOETIS INC CL A | $0 | 0.00% | 0 | -258 | -100.0% | -$3.05万 | 清仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $0 | 0.00% | 0 | -580 | -100.0% | -$3.05万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $0 | 0.00% | 0 | -279 | -100.0% | -$3.05万 | 清仓 |
| SHC | SOTERA HEALTH CO COM | $0 | 0.00% | 0 | -2,124 | -100.0% | -$3.05万 | 清仓 |
| FAF | FIRST AMERN FINL CORP COM | $0 | 0.00% | 0 | -504 | -100.0% | -$3.04万 | 清仓 |
| DOX | AMDOCS LTD SHS | $0 | 0.00% | 0 | -461 | -100.0% | -$3.01万 | 清仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $0 | 0.00% | 0 | -881 | -100.0% | -$3.01万 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $0 | 0.00% | 0 | -394 | -100.0% | -$3.00万 | 清仓 |
| LAUR | LAUREATE ED INC COMMON STOCK | $0 | 0.00% | 0 | -861 | -100.0% | -$3.00万 | 清仓 |
| TTD | THE TRADE DESK INC COM CL A | $0 | 0.00% | 0 | -1,319 | -100.0% | -$2.99万 | 清仓 |
| ACWI | ISHARES MSCI ACWI ETF | $0 | 0.00% | 0 | -216 | -100.0% | -$2.99万 | 清仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $0 | 0.00% | 0 | -206 | -100.0% | -$2.99万 | 清仓 |
| CHDN | CHURCHILL DOWNS INC COM | $0 | 0.00% | 0 | -331 | -100.0% | -$2.97万 | 清仓 |
| MATX | MATSON INC COM | $0 | 0.00% | 0 | -181 | -100.0% | -$2.97万 | 清仓 |
| UGI | UGI CORP NEW COM | $0 | 0.00% | 0 | -812 | -100.0% | -$2.96万 | 清仓 |
| UFPI | UFP INDUSTRIES INC COM | $0 | 0.00% | 0 | -320 | -100.0% | -$2.95万 | 清仓 |
| VRSK | VERISK ANALYTICS INC COM | $0 | 0.00% | 0 | -155 | -100.0% | -$2.94万 | 清仓 |
| HOMB | HOME BANCSHARES INC COM | $0 | 0.00% | 0 | -1,090 | -100.0% | -$2.94万 | 清仓 |
| IDCC | INTERDIGITAL INC COM | $0 | 0.00% | 0 | -97 | -100.0% | -$2.93万 | 清仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $0 | 0.00% | 0 | -283 | -100.0% | -$2.93万 | 清仓 |
| GATX | GATX CORP COM | $0 | 0.00% | 0 | -171 | -100.0% | -$2.92万 | 清仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -636 | -100.0% | -$2.92万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HLD COM | $0 | 0.00% | 0 | -4,858 | -100.0% | -$2.91万 | 清仓 |
| GBCI | GLACIER BANCORP INC NEW COM | $0 | 0.00% | 0 | -652 | -100.0% | -$2.91万 | 清仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $0 | 0.00% | 0 | -1,406 | -100.0% | -$2.91万 | 清仓 |
| GPI | GROUP 1 AUTOMOTIVE INC COM | $0 | 0.00% | 0 | -88 | -100.0% | -$2.91万 | 清仓 |
| SNY | SANOFI SA SPONSORED ADR | $0 | 0.00% | 0 | -601 | -100.0% | -$2.90万 | 清仓 |
| CDE | COEUR MNG INC COM NEW | $0 | 0.00% | 0 | -1,540 | -100.0% | -$2.89万 | 清仓 |
| NJR | NEW JERSEY RES CORP COM | $0 | 0.00% | 0 | -526 | -100.0% | -$2.89万 | 清仓 |
| NEU | NEWMARKET CORP COM | $0 | 0.00% | 0 | -45 | -100.0% | -$2.88万 | 清仓 |
| DVA | DAVITA INC COM | $0 | 0.00% | 0 | -187 | -100.0% | -$2.87万 | 清仓 |
| OGE | OGE ENERGY CORP COM | $0 | 0.00% | 0 | -598 | -100.0% | -$2.87万 | 清仓 |
| QXO | QXO INC COM NEW | $0 | 0.00% | 0 | -1,469 | -100.0% | -$2.85万 | 清仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -850 | -100.0% | -$2.85万 | 清仓 |
| DAN | DANA INC COM | $0 | 0.00% | 0 | -847 | -100.0% | -$2.85万 | 清仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $0 | 0.00% | 0 | -577 | -100.0% | -$2.85万 | 清仓 |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $0 | 0.00% | 0 | -450 | -100.0% | -$2.83万 | 清仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $0 | 0.00% | 0 | -852 | -100.0% | -$2.83万 | 清仓 |
| CNX | CNX RES CORP COM | $0 | 0.00% | 0 | -734 | -100.0% | -$2.83万 | 清仓 |
| — | DOUBLELINE FORTUNE 500 EQUAL WEIGHT ETF | $0 | 0.00% | 0 | -870 | -100.0% | -$2.83万 | 清仓 |
| WSFS | WSFS FINL CORP COM | $0 | 0.00% | 0 | -431 | -100.0% | -$2.82万 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $0 | 0.00% | 0 | -760 | -100.0% | -$2.81万 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $0 | 0.00% | 0 | -1,330 | -100.0% | -$2.81万 | 清仓 |
| PSTL | POSTAL REALTY TRUST INC CL A | $0 | 0.00% | 0 | -1,515 | -100.0% | -$2.81万 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $0 | 0.00% | 0 | -112 | -100.0% | -$2.81万 | 清仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $0 | 0.00% | 0 | -187 | -100.0% | -$2.80万 | 清仓 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $0 | 0.00% | 0 | -96 | -100.0% | -$2.79万 | 清仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $0 | 0.00% | 0 | -1,104 | -100.0% | -$2.76万 | 清仓 |
| GWX | STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | $0 | 0.00% | 0 | -649 | -100.0% | -$2.74万 | 清仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $0 | 0.00% | 0 | -499 | -100.0% | -$2.73万 | 清仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $0 | 0.00% | 0 | -1,187 | -100.0% | -$2.72万 | 清仓 |
| PTC | PTC INC COM | $0 | 0.00% | 0 | -189 | -100.0% | -$2.69万 | 清仓 |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $0 | 0.00% | 0 | -357 | -100.0% | -$2.69万 | 清仓 |
| RUSHA | RUSH ENTERPRISES INC CL A | $0 | 0.00% | 0 | -407 | -100.0% | -$2.69万 | 清仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $0 | 0.00% | 0 | -316 | -100.0% | -$2.67万 | 清仓 |
| CMC | COMMERCIAL METALS CO COM | $0 | 0.00% | 0 | -434 | -100.0% | -$2.67万 | 清仓 |
| NPO | ENPRO INC COM | $0 | 0.00% | 0 | -106 | -100.0% | -$2.66万 | 清仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $0 | 0.00% | 0 | -74 | -100.0% | -$2.66万 | 清仓 |
| CROX | CROCS INC COM | $0 | 0.00% | 0 | -320 | -100.0% | -$2.66万 | 清仓 |
| RACE | FERRARI N V COM | $0 | 0.00% | 0 | -78 | -100.0% | -$2.64万 | 清仓 |
| BC | BRUNSWICK CORP COM | $0 | 0.00% | 0 | -362 | -100.0% | -$2.63万 | 清仓 |
| LBRT | LIBERTY ENERGY INC COM CL A | $0 | 0.00% | 0 | -914 | -100.0% | -$2.63万 | 清仓 |
| AOS | SMITH A O CORP COM | $0 | 0.00% | 0 | -397 | -100.0% | -$2.62万 | 清仓 |
| HALO | HALOZYME THERAPEUTICS INC COM | $0 | 0.00% | 0 | -405 | -100.0% | -$2.62万 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP COM | $0 | 0.00% | 0 | -369 | -100.0% | -$2.61万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -79 | -100.0% | -$2.61万 | 清仓 |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | $0 | 0.00% | 0 | -767 | -100.0% | -$2.61万 | 清仓 |
| QLYS | QUALYS INC COM | $0 | 0.00% | 0 | -297 | -100.0% | -$2.61万 | 清仓 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $0 | 0.00% | 0 | -80 | -100.0% | -$2.61万 | 清仓 |
| FULT | FULTON FINL CORP PA COM | $0 | 0.00% | 0 | -1,282 | -100.0% | -$2.61万 | 清仓 |
| FCN | FTI CONSULTING INC COM | $0 | 0.00% | 0 | -147 | -100.0% | -$2.60万 | 清仓 |
| MC | MOELIS & CO CL A | $0 | 0.00% | 0 | -455 | -100.0% | -$2.59万 | 清仓 |
| SFY | SOFI SELECT 500 ETF | $0 | 0.00% | 0 | -207 | -100.0% | -$2.58万 | 清仓 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $0 | 0.00% | 0 | -188 | -100.0% | -$2.58万 | 清仓 |
| MSA | MSA SAFETY INC COM | $0 | 0.00% | 0 | -157 | -100.0% | -$2.57万 | 清仓 |
| AROC | ARCHROCK INC COM | $0 | 0.00% | 0 | -739 | -100.0% | -$2.57万 | 清仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -255 | -100.0% | -$2.56万 | 清仓 |
| ECG | EVERUS CONSTR GROUP COM | $0 | 0.00% | 0 | -217 | -100.0% | -$2.56万 | 清仓 |
| NVO | NOVO-NORDISK A S ADR | $0 | 0.00% | 0 | -697 | -100.0% | -$2.56万 | 清仓 |
| NE | NOBLE CORP PLC ORD SHS A | $0 | 0.00% | 0 | -521 | -100.0% | -$2.56万 | 清仓 |
| TMSL | T. ROWE PRICE SMALL-MID CAP ETF | $0 | 0.00% | 0 | -697 | -100.0% | -$2.56万 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC COM | $0 | 0.00% | 0 | -343 | -100.0% | -$2.55万 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC COM | $0 | 0.00% | 0 | -96 | -100.0% | -$2.55万 | 清仓 |
| WAY | WAYSTAR HLDG CORP COM | $0 | 0.00% | 0 | -1,052 | -100.0% | -$2.54万 | 清仓 |