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 |
|---|---|---|---|---|---|---|---|---|
| GOLF | ACUSHNET HLDGS CORP COM | $0 | 0.00% | 0 | -271 | -100.0% | -$2.53万 | 清仓 |
| JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | $0 | 0.00% | 0 | -559 | -100.0% | -$2.53万 | 清仓 |
| IXC | ISHARES GLOBAL ENERGY ETF | $0 | 0.00% | 0 | -436 | -100.0% | -$2.51万 | 清仓 |
| PSMT | PRICESMART INC COM | $0 | 0.00% | 0 | -166 | -100.0% | -$2.50万 | 清仓 |
| QTWO | Q2 HLDGS INC COM | $0 | 0.00% | 0 | -526 | -100.0% | -$2.49万 | 清仓 |
| — | TRI POINTE HOMES INC COM | $0 | 0.00% | 0 | -528 | -100.0% | -$2.47万 | 清仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $0 | 0.00% | 0 | -680 | -100.0% | -$2.47万 | 清仓 |
| DUOL | DUOLINGO INC CL A COM | $0 | 0.00% | 0 | -250 | -100.0% | -$2.46万 | 清仓 |
| CG | CARLYLE GROUP INC COM | $0 | 0.00% | 0 | -509 | -100.0% | -$2.46万 | 清仓 |
| EELV | INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF | $0 | 0.00% | 0 | -877 | -100.0% | -$2.46万 | 清仓 |
| AGO | ASSURED GUARANTY LTD COM | $0 | 0.00% | 0 | -301 | -100.0% | -$2.45万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -464 | -100.0% | -$2.45万 | 清仓 |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | $0 | 0.00% | 0 | -392 | -100.0% | -$2.44万 | 清仓 |
| IBOC | INTERNATIONAL BANCSHARES CORP COM | $0 | 0.00% | 0 | -363 | -100.0% | -$2.44万 | 清仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -308 | -100.0% | -$2.44万 | 清仓 |
| IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | $0 | 0.00% | 0 | -508 | -100.0% | -$2.44万 | 清仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $0 | 0.00% | 0 | -325 | -100.0% | -$2.43万 | 清仓 |
| POST | POST HLDGS INC COM | $0 | 0.00% | 0 | -246 | -100.0% | -$2.43万 | 清仓 |
| GEN | GEN DIGITAL INC COM | $0 | 0.00% | 0 | -1,289 | -100.0% | -$2.43万 | 清仓 |
| LW | LAMB WESTON HLDGS INC COM | $0 | 0.00% | 0 | -572 | -100.0% | -$2.42万 | 清仓 |
| IDA | IDACORP INC COM | $0 | 0.00% | 0 | -169 | -100.0% | -$2.42万 | 清仓 |
| SNEX | STONEX GROUP INC COM | $0 | 0.00% | 0 | -299 | -100.0% | -$2.41万 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $0 | 0.00% | 0 | -1,461 | -100.0% | -$2.40万 | 清仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $0 | 0.00% | 0 | -1,214 | -100.0% | -$2.40万 | 清仓 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $0 | 0.00% | 0 | -396 | -100.0% | -$2.40万 | 清仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $0 | 0.00% | 0 | -475 | -100.0% | -$2.40万 | 清仓 |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | $0 | 0.00% | 0 | -134 | -100.0% | -$2.39万 | 清仓 |
| — | STERLING CAPITAL ENHANCED CORE BOND ETF | $0 | 0.00% | 0 | -948 | -100.0% | -$2.38万 | 清仓 |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | $0 | 0.00% | 0 | -292 | -100.0% | -$2.38万 | 清仓 |
| UMBF | UMB FINL CORP COM | $0 | 0.00% | 0 | -210 | -100.0% | -$2.37万 | 清仓 |
| DKS | DICKS SPORTING GOODS INC COM | $0 | 0.00% | 0 | -119 | -100.0% | -$2.36万 | 清仓 |
| — | GATES INDL CORP PLC ORD SHS | $0 | 0.00% | 0 | -1,042 | -100.0% | -$2.36万 | 清仓 |
| MCY | MERCURY GENL CORP NEW COM | $0 | 0.00% | 0 | -267 | -100.0% | -$2.35万 | 清仓 |
| MRP | MILLROSE PPTYS INC COM CL A | $0 | 0.00% | 0 | -840 | -100.0% | -$2.35万 | 清仓 |
| CRK | COMSTOCK RES INC COM | $0 | 0.00% | 0 | -1,114 | -100.0% | -$2.35万 | 清仓 |
| DDS | DILLARDS INC CL A | $0 | 0.00% | 0 | -41 | -100.0% | -$2.35万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -66 | -100.0% | -$2.34万 | 清仓 |
| CBT | CABOT CORP COM | $0 | 0.00% | 0 | -309 | -100.0% | -$2.33万 | 清仓 |
| WFRD | WEATHERFORD INTL PLC ORD SHS | $0 | 0.00% | 0 | -246 | -100.0% | -$2.33万 | 清仓 |
| PICK | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | $0 | 0.00% | 0 | -411 | -100.0% | -$2.33万 | 清仓 |
| SMMV | ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF | $0 | 0.00% | 0 | -533 | -100.0% | -$2.32万 | 清仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $0 | 0.00% | 0 | -168 | -100.0% | -$2.32万 | 清仓 |
| AAON | AAON INC COM PAR $0.004 | $0 | 0.00% | 0 | -279 | -100.0% | -$2.31万 | 清仓 |
| REG | REGENCY CTRS CORP COM | $0 | 0.00% | 0 | -304 | -100.0% | -$2.30万 | 清仓 |
| — | UNITED STATES COMMODITY INDEX FUND | $0 | 0.00% | 0 | -241 | -100.0% | -$2.30万 | 清仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -228 | -100.0% | -$2.30万 | 清仓 |
| DBND | DOUBLELINE OPPORTUNISTIC CORE BOND ETF | $0 | 0.00% | 0 | -501 | -100.0% | -$2.30万 | 清仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $0 | 0.00% | 0 | -216 | -100.0% | -$2.29万 | 清仓 |
| FORM | FORMFACTOR INC COM | $0 | 0.00% | 0 | -236 | -100.0% | -$2.29万 | 清仓 |
| NMIH | NMI HLDGS INC COM | $0 | 0.00% | 0 | -610 | -100.0% | -$2.29万 | 清仓 |
| PBF | PBF ENERGY INC CL A | $0 | 0.00% | 0 | -475 | -100.0% | -$2.26万 | 清仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $0 | 0.00% | 0 | -299 | -100.0% | -$2.26万 | 清仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $0 | 0.00% | 0 | -489 | -100.0% | -$2.26万 | 清仓 |
| OEF | ISHARES S&P 100 ETF | $0 | 0.00% | 0 | -71 | -100.0% | -$2.26万 | 清仓 |
| FHB | FIRST HAWAIIAN INC COM | $0 | 0.00% | 0 | -915 | -100.0% | -$2.25万 | 清仓 |
| ABCB | AMERIS BANCORP COM | $0 | 0.00% | 0 | -289 | -100.0% | -$2.25万 | 清仓 |
| M | MACYS INC COM | $0 | 0.00% | 0 | -1,241 | -100.0% | -$2.25万 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC COM | $0 | 0.00% | 0 | -130 | -100.0% | -$2.24万 | 清仓 |
| VHT | VANGUARD HEALTH CARE ETF | $0 | 0.00% | 0 | -82 | -100.0% | -$2.24万 | 清仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -112 | -100.0% | -$2.24万 | 清仓 |
| IPGP | IPG PHOTONICS CORP COM | $0 | 0.00% | 0 | -195 | -100.0% | -$2.23万 | 清仓 |
| — | BLACKROCK HEALTH SCIENCES TR COM | $0 | 0.00% | 0 | -580 | -100.0% | -$2.23万 | 清仓 |
| MSM | MSC INDL DIRECT INC CL A | $0 | 0.00% | 0 | -242 | -100.0% | -$2.23万 | 清仓 |
| MRNA | MODERNA INC COM | $0 | 0.00% | 0 | -439 | -100.0% | -$2.23万 | 清仓 |
| GHC | GRAHAM HLDGS CO COM CL B | $0 | 0.00% | 0 | -21 | -100.0% | -$2.22万 | 清仓 |
| POWL | POWELL INDS INC COM | $0 | 0.00% | 0 | -123 | -100.0% | -$2.22万 | 清仓 |
| NNI | NELNET INC CL A | $0 | 0.00% | 0 | -172 | -100.0% | -$2.22万 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $0 | 0.00% | 0 | -515 | -100.0% | -$2.22万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $0 | 0.00% | 0 | -106 | -100.0% | -$2.22万 | 清仓 |
| MWA | MUELLER WTR PRODS INC COM SER A | $0 | 0.00% | 0 | -806 | -100.0% | -$2.22万 | 清仓 |
| SAIA | SAIA INC COM | $0 | 0.00% | 0 | -63 | -100.0% | -$2.21万 | 清仓 |
| SAM | BOSTON BEER INC CL A | $0 | 0.00% | 0 | -96 | -100.0% | -$2.21万 | 清仓 |
| NTRA | NATERA INC COM | $0 | 0.00% | 0 | -110 | -100.0% | -$2.20万 | 清仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $0 | 0.00% | 0 | -660 | -100.0% | -$2.20万 | 清仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $0 | 0.00% | 0 | -1,014 | -100.0% | -$2.20万 | 清仓 |
| ACIW | ACI WORLDWIDE INC COM | $0 | 0.00% | 0 | -535 | -100.0% | -$2.19万 | 清仓 |
| LOPE | GRAND CANYON ED INC COM | $0 | 0.00% | 0 | -129 | -100.0% | -$2.19万 | 清仓 |
| RVTY | REVVITY INC COM | $0 | 0.00% | 0 | -250 | -100.0% | -$2.19万 | 清仓 |
| ONB | OLD NATL BANCORP IND COM | $0 | 0.00% | 0 | -990 | -100.0% | -$2.19万 | 清仓 |
| IMO | IMPERIAL OIL LTD COM NEW | $0 | 0.00% | 0 | -167 | -100.0% | -$2.18万 | 清仓 |
| ANF | ABERCROMBIE & FITCH CO CL A | $0 | 0.00% | 0 | -239 | -100.0% | -$2.18万 | 清仓 |
| GTX | GARRETT MOTION INC COM | $0 | 0.00% | 0 | -1,200 | -100.0% | -$2.18万 | 清仓 |
| UHAL/B | U HAUL HOLDING COMPANY COM SER N | $0 | 0.00% | 0 | -488 | -100.0% | -$2.18万 | 清仓 |
| BTU | PEABODY ENERGY CORP COM | $0 | 0.00% | 0 | -660 | -100.0% | -$2.17万 | 清仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD COMMON SHARES | $0 | 0.00% | 0 | -1,772 | -100.0% | -$2.17万 | 清仓 |
| SSNC | SS&C TECH HLDGS COM | $0 | 0.00% | 0 | -321 | -100.0% | -$2.17万 | 清仓 |
| CATY | CATHAY GEN BANCORP COM | $0 | 0.00% | 0 | -435 | -100.0% | -$2.17万 | 清仓 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $0 | 0.00% | 0 | -228 | -100.0% | -$2.17万 | 清仓 |
| ARKW | ARK NEXT GENERATION INTERNET ETF | $0 | 0.00% | 0 | -180 | -100.0% | -$2.17万 | 清仓 |
| FSS | FEDERAL SIGNAL CORP COM | $0 | 0.00% | 0 | -200 | -100.0% | -$2.16万 | 清仓 |
| EXPO | EXPONENT INC COM | $0 | 0.00% | 0 | -330 | -100.0% | -$2.15万 | 清仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $0 | 0.00% | 0 | -714 | -100.0% | -$2.15万 | 清仓 |
| IRTC | IRHYTHM HOLDINGS INC COM | $0 | 0.00% | 0 | -182 | -100.0% | -$2.15万 | 清仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE GA COM | $0 | 0.00% | 0 | -682 | -100.0% | -$2.15万 | 清仓 |
| GLPI | GAMING & LEISURE P COM | $0 | 0.00% | 0 | -484 | -100.0% | -$2.15万 | 清仓 |
| PLXS | PLEXUS CORP COM | $0 | 0.00% | 0 | -106 | -100.0% | -$2.15万 | 清仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $0 | 0.00% | 0 | -253 | -100.0% | -$2.15万 | 清仓 |
| BIO | BIO RAD LABS INC CL A | $0 | 0.00% | 0 | -77 | -100.0% | -$2.15万 | 清仓 |
| MGY | MAGNOLIA OIL & GAS CORP CL A | $0 | 0.00% | 0 | -677 | -100.0% | -$2.14万 | 清仓 |
| HCC | WARRIOR MET COAL INC COM | $0 | 0.00% | 0 | -229 | -100.0% | -$2.13万 | 清仓 |