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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -11,278 | -100.0% | -$191.34万 | 清仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $0 | 0.00% | 0 | -1 | -100.0% | -$71.81万 | 清仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $0 | 0.00% | 0 | -4,217 | -100.0% | -$46.59万 | 清仓 |
| UBS | UBS GROUP AG SHS | $0 | 0.00% | 0 | -11,583 | -100.0% | -$45.25万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -1,975 | -100.0% | -$44.65万 | 清仓 |
| GIS | GENERAL MILLS INC COM | $0 | 0.00% | 0 | -7,984 | -100.0% | -$29.72万 | 清仓 |
| INTU | INTUIT COM | $0 | 0.00% | 0 | -633 | -100.0% | -$27.37万 | 清仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $0 | 0.00% | 0 | -10,151 | -100.0% | -$26.27万 | 清仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $0 | 0.00% | 0 | -5,796 | -100.0% | -$25.76万 | 清仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $0 | 0.00% | 0 | -2,649 | -100.0% | -$25.33万 | 清仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -2,108 | -100.0% | -$25.00万 | 清仓 |
| PGR | PROGRESSIVE CORP COM | $0 | 0.00% | 0 | -1,240 | -100.0% | -$24.58万 | 清仓 |
| MCK | MCKESSON CORP COM | $0 | 0.00% | 0 | -280 | -100.0% | -$24.23万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $0 | 0.00% | 0 | -309 | -100.0% | -$23.87万 | 清仓 |
| ITT | ITT INC COM | $0 | 0.00% | 0 | -1,159 | -100.0% | -$22.08万 | 清仓 |
| STOT | STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF | $0 | 0.00% | 0 | -4,547 | -100.0% | -$21.43万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $0 | 0.00% | 0 | -1,218 | -100.0% | -$21.12万 | 清仓 |
| VSDM | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF | $0 | 0.00% | 0 | -2,745 | -100.0% | -$20.94万 | 清仓 |
| HCA | HCA HEALTHCARE INC COM | $0 | 0.00% | 0 | -441 | -100.0% | -$20.87万 | 清仓 |
| GD | GENERAL DYNAMICS CORP COM | $0 | 0.00% | 0 | -584 | -100.0% | -$20.04万 | 清仓 |
| NKE | NIKE INC CL B | $0 | 0.00% | 0 | -3,745 | -100.0% | -$19.78万 | 清仓 |
| SYK | STRYKER CORPORATION COM | $0 | 0.00% | 0 | -592 | -100.0% | -$19.45万 | 清仓 |
| SHEL | SHELL PLC SPON ADS | $0 | 0.00% | 0 | -2,067 | -100.0% | -$19.22万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $0 | 0.00% | 0 | -324 | -100.0% | -$19.21万 | 清仓 |
| OMC | OMNICOM GROUP INC COM | $0 | 0.00% | 0 | -2,529 | -100.0% | -$19.05万 | 清仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $0 | 0.00% | 0 | -3,161 | -100.0% | -$18.82万 | 清仓 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $0 | 0.00% | 0 | -6,553 | -100.0% | -$18.78万 | 清仓 |
| BBY | BEST BUY INC COM | $0 | 0.00% | 0 | -2,895 | -100.0% | -$18.59万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL COM | $0 | 0.00% | 0 | -2,713 | -100.0% | -$18.45万 | 清仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $0 | 0.00% | 0 | -3,615 | -100.0% | -$18.30万 | 清仓 |
| CTVA | CORTEVA INC COM | $0 | 0.00% | 0 | -2,174 | -100.0% | -$18.20万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $0 | 0.00% | 0 | -2,889 | -100.0% | -$18.13万 | 清仓 |
| KEY | KEYCORP COM | $0 | 0.00% | 0 | -8,637 | -100.0% | -$17.32万 | 清仓 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $0 | 0.00% | 0 | -6,477 | -100.0% | -$17.31万 | 清仓 |
| MDLZ | MONDELEZ INTL INC CL A | $0 | 0.00% | 0 | -2,967 | -100.0% | -$17.10万 | 清仓 |
| EIX | EDISON INTL COM | $0 | 0.00% | 0 | -2,312 | -100.0% | -$16.92万 | 清仓 |
| BURL | BURLINGTON STORES INC COM | $0 | 0.00% | 0 | -516 | -100.0% | -$16.79万 | 清仓 |
| DCRE | DOUBLELINE COMMERCIAL REAL ESTATE DEBT ETF | $0 | 0.00% | 0 | -3,214 | -100.0% | -$16.70万 | 清仓 |
| EVR | EVERCORE INC CLASS A | $0 | 0.00% | 0 | -558 | -100.0% | -$16.66万 | 清仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $0 | 0.00% | 0 | -1,418 | -100.0% | -$16.62万 | 清仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $0 | 0.00% | 0 | -1,137 | -100.0% | -$16.59万 | 清仓 |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | $0 | 0.00% | 0 | -3,331 | -100.0% | -$16.45万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $0 | 0.00% | 0 | -1,256 | -100.0% | -$16.44万 | 清仓 |
| SSD | SIMPSON MFG INC COM | $0 | 0.00% | 0 | -954 | -100.0% | -$16.37万 | 清仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $0 | 0.00% | 0 | -576 | -100.0% | -$16.35万 | 清仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $0 | 0.00% | 0 | -2,196 | -100.0% | -$16.33万 | 清仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $0 | 0.00% | 0 | -2,595 | -100.0% | -$16.27万 | 清仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $0 | 0.00% | 0 | -1,687 | -100.0% | -$16.19万 | 清仓 |
| CTAS | CINTAS CORP COM | $0 | 0.00% | 0 | -947 | -100.0% | -$16.02万 | 清仓 |
| FIVE | FIVE BELOW INC COM | $0 | 0.00% | 0 | -698 | -100.0% | -$15.95万 | 清仓 |
| TFC | TRUIST FINL CORP COM | $0 | 0.00% | 0 | -3,464 | -100.0% | -$15.92万 | 清仓 |
| MET | METLIFE INC COM | $0 | 0.00% | 0 | -2,238 | -100.0% | -$15.83万 | 清仓 |
| EUFN | ISHARES MSCI EUROPE FINANCIALS ETF | $0 | 0.00% | 0 | -4,531 | -100.0% | -$15.79万 | 清仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $0 | 0.00% | 0 | -3,362 | -100.0% | -$15.77万 | 清仓 |
| SLV | ISHARES SILVER TRUST | $0 | 0.00% | 0 | -2,305 | -100.0% | -$15.71万 | 清仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $0 | 0.00% | 0 | -3,683 | -100.0% | -$15.67万 | 清仓 |
| BF/B | BROWN FORMAN CORP CL B | $0 | 0.00% | 0 | -5,887 | -100.0% | -$15.57万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $0 | 0.00% | 0 | -933 | -100.0% | -$15.50万 | 清仓 |
| ED | CONSOLIDATED EDISON INC COM | $0 | 0.00% | 0 | -1,367 | -100.0% | -$15.47万 | 清仓 |
| NDAQ | NASDAQ INC COM | $0 | 0.00% | 0 | -1,820 | -100.0% | -$15.45万 | 清仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $0 | 0.00% | 0 | -2,687 | -100.0% | -$15.37万 | 清仓 |
| KR | KROGER CO COM | $0 | 0.00% | 0 | -2,114 | -100.0% | -$15.30万 | 清仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $0 | 0.00% | 0 | -1,805 | -100.0% | -$15.26万 | 清仓 |
| CRH | CRH PLC ORD | $0 | 0.00% | 0 | -1,436 | -100.0% | -$15.10万 | 清仓 |
| SO | SOUTHERN CO COM | $0 | 0.00% | 0 | -1,553 | -100.0% | -$14.99万 | 清仓 |
| BKR | BAKER HUGHES COMPANY CL A | $0 | 0.00% | 0 | -2,450 | -100.0% | -$14.96万 | 清仓 |
| PCAR | PACCAR INC COM | $0 | 0.00% | 0 | -1,294 | -100.0% | -$14.95万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $0 | 0.00% | 0 | -1,360 | -100.0% | -$14.93万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $0 | 0.00% | 0 | -953 | -100.0% | -$14.83万 | 清仓 |
| DG | DOLLAR GEN CORP COM | $0 | 0.00% | 0 | -1,223 | -100.0% | -$14.52万 | 清仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $0 | 0.00% | 0 | -996 | -100.0% | -$14.52万 | 清仓 |
| CGMM | CAPITAL GROUP U.S. SMALL AND MID CAP ETF | $0 | 0.00% | 0 | -4,935 | -100.0% | -$14.49万 | 清仓 |
| EL | LAUDER ESTEE COS INC CL A | $0 | 0.00% | 0 | -2,015 | -100.0% | -$14.46万 | 清仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $0 | 0.00% | 0 | -870 | -100.0% | -$14.37万 | 清仓 |
| SCHP | SCHWAB US TIPS ETF | $0 | 0.00% | 0 | -5,389 | -100.0% | -$14.34万 | 清仓 |
| FGD | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | $0 | 0.00% | 0 | -4,449 | -100.0% | -$14.21万 | 清仓 |
| ETR | ENTERGY CORP NEW COM | $0 | 0.00% | 0 | -1,263 | -100.0% | -$14.20万 | 清仓 |
| — | SEABRIDGE GOLD INC COM | $0 | 0.00% | 0 | -5,000 | -100.0% | -$14.17万 | 清仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $0 | 0.00% | 0 | -3,995 | -100.0% | -$14.16万 | 清仓 |
| FHN | FIRST HORIZON CORPORATION COM | $0 | 0.00% | 0 | -6,140 | -100.0% | -$13.97万 | 清仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -2,281 | -100.0% | -$13.97万 | 清仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $0 | 0.00% | 0 | -2,925 | -100.0% | -$13.86万 | 清仓 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -3,814 | -100.0% | -$13.79万 | 清仓 |
| NOW | SERVICENOW INC COM | $0 | 0.00% | 0 | -1,313 | -100.0% | -$13.73万 | 清仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $0 | 0.00% | 0 | -2,822 | -100.0% | -$13.64万 | 清仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $0 | 0.00% | 0 | -4,080 | -100.0% | -$13.62万 | 清仓 |
| NTNX | NUTANIX INC CL A | $0 | 0.00% | 0 | -3,565 | -100.0% | -$13.55万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO COM | $0 | 0.00% | 0 | -420 | -100.0% | -$13.46万 | 清仓 |
| GDX | VANECK GOLD MINERS ETF | $0 | 0.00% | 0 | -1,466 | -100.0% | -$13.46万 | 清仓 |
| SU | SUNCOR ENERGY INC NEW COM | $0 | 0.00% | 0 | -2,033 | -100.0% | -$13.44万 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $0 | 0.00% | 0 | -576 | -100.0% | -$13.44万 | 清仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $0 | 0.00% | 0 | -2,686 | -100.0% | -$13.43万 | 清仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $0 | 0.00% | 0 | -1,062 | -100.0% | -$13.29万 | 清仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $0 | 0.00% | 0 | -1,035 | -100.0% | -$13.26万 | 清仓 |
| EFA | ISHARES MSCI EAFE ETF | $0 | 0.00% | 0 | -1,364 | -100.0% | -$13.25万 | 清仓 |
| AA | ALCOA CORP COM | $0 | 0.00% | 0 | -1,992 | -100.0% | -$13.21万 | 清仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -2,914 | -100.0% | -$13.21万 | 清仓 |
| FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | $0 | 0.00% | 0 | -830 | -100.0% | -$13.18万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $0 | 0.00% | 0 | -302 | -100.0% | -$13.11万 | 清仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $0 | 0.00% | 0 | -1,557 | -100.0% | -$13.04万 | 清仓 |