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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD MID-CAP ETF | $129.38万 | 0.05% | 16,058 | 558 | 3.6% | $4.50万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $128.00万 | 0.05% | 15,284 | 549 | 3.7% | $4.60万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $124.69万 | 0.05% | 2,611 | 815 | 45.4% | $38.92万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $123.72万 | 0.05% | 5,229 | -2,073 | -28.4% | -$49.05万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $123.21万 | 0.05% | 8,308 | 219 | 2.7% | $3.25万 | 加仓 |
| GEV | GE VERNOVA INC COM | $122.78万 | 0.05% | 1,045 | 173 | 19.8% | $20.33万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $122.61万 | 0.05% | 20,169 | -144 | -0.7% | -$8,754 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $121.78万 | 0.05% | 6,392 | 1,490 | 30.4% | $28.39万 | 加仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $120.69万 | 0.05% | 14,608 | -3,848 | -20.8% | -$31.79万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $119.73万 | 0.05% | 35,380 | 7,168 | 25.4% | $24.26万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $116.28万 | 0.05% | 31,633 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $115.81万 | 0.04% | 22,896 | 542 | 2.4% | $2.74万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $114.59万 | 0.04% | 14,860 | 144 | 1.0% | $1.11万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $113.59万 | 0.04% | 31,440 | 2,518 | 8.7% | $9.10万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $113.36万 | 0.04% | 3,033 | 405 | 15.4% | $15.14万 | 加仓 |
| DFSB | DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF | $111.85万 | 0.04% | 21,465 | 3,378 | 18.7% | $17.60万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $110.25万 | 0.04% | 4,548 | -379 | -7.7% | -$9.19万 | 减仓 |
| INTC | INTEL CORP COM | $110.14万 | 0.04% | 7,888 | 2,594 | 49.0% | $36.22万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $106.85万 | 0.04% | 8,940 | 3,604 | 67.5% | $43.07万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $105.18万 | 0.04% | 4,170 | 9 | 0.2% | $2,270 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $103.43万 | 0.04% | 3,008 | -2 | -0.1% | -$688 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $101.38万 | 0.04% | 5,131 | 1,727 | 50.7% | $34.12万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $101.00万 | 0.04% | 999 | 91 | 10.0% | $9.20万 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $100.62万 | 0.04% | 9,679 | -120 | -1.2% | -$1.25万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $98.57万 | 0.04% | 2,372 | 720 | 43.6% | $29.92万 | 加仓 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $96.89万 | 0.04% | 8,275 | -1,033 | -11.1% | -$12.10万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $94.31万 | 0.04% | 12,443 | 811 | 7.0% | $6.15万 | 加仓 |
| KO | COCA COLA CO COM | $92.46万 | 0.04% | 11,377 | 1,582 | 16.2% | $12.86万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $92.03万 | 0.04% | 16,151 | 1,100 | 7.3% | $6.27万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $91.90万 | 0.04% | 1,789 | -495 | -21.7% | -$25.43万 | 减仓 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $91.32万 | 0.04% | 31,523 | -9,003 | -22.2% | -$26.08万 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $91.17万 | 0.04% | 11,103 | 1,222 | 12.4% | $10.03万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $89.49万 | 0.03% | 927 | 249 | 36.7% | $24.04万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $89.49万 | 0.03% | 2,646 | 181 | 7.3% | $6.12万 | 加仓 |
| — | BCB BANCORP INC COM | $88.55万 | 0.03% | 82,607 | 36 | 0.0% | $386 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $87.17万 | 0.03% | 20,205 | -5,403 | -21.1% | -$23.31万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $84.14万 | 0.03% | 4,953 | -2,138 | -30.2% | -$36.32万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $81.45万 | 0.03% | 6,560 | -1,092 | -14.3% | -$13.56万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $80.29万 | 0.03% | 5,475 | -906 | -14.2% | -$13.29万 | 减仓 |
| — | BRT APARTMENTS CORP COM | $79.80万 | 0.03% | 51,921 | 31 | 0.1% | $476 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $78.59万 | 0.03% | 6,605 | -1 | -0.0% | -$119 | 减仓 |
| FYX | FIRST TRUST SMALL CAP CORE ALPHADEX FUND | $78.26万 | 0.03% | 5,424 | -502 | -8.5% | -$7.24万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $77.61万 | 0.03% | 26,800 | 2,617 | 10.8% | $7.58万 | 加仓 |
| C | CITIGROUP INC COM NEW | $77.37万 | 0.03% | 5,528 | 1,006 | 22.2% | $14.08万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $76.74万 | 0.03% | 3,497 | -44 | -1.2% | -$9,656 | 减仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $76.02万 | 0.03% | 2,662 | 566 | 27.0% | $16.16万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $75.51万 | 0.03% | 381 | 85 | 28.7% | $16.85万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $74.51万 | 0.03% | 5,418 | 1,456 | 36.7% | $20.02万 | 加仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $74.37万 | 0.03% | 6,816 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $73.87万 | 0.03% | 4,876 | 900 | 22.6% | $13.64万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $73.69万 | 0.03% | 18,318 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $70.34万 | 0.03% | 2,501 | -165 | -6.2% | -$4.64万 | 减仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $69.97万 | 0.03% | 13,930 | -6,510 | -31.8% | -$32.70万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $69.79万 | 0.03% | 8,445 | 2,467 | 41.3% | $20.39万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $68.86万 | 0.03% | 1,615 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | $68.24万 | 0.03% | 13,960 | 1,009 | 7.8% | $4.93万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $68.14万 | 0.03% | 12,914 | -317 | -2.4% | -$1.67万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $67.93万 | 0.03% | 3,250 | 542 | 20.0% | $11.33万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $67.64万 | 0.03% | 340 | -20 | -5.6% | -$3.98万 | 减仓 |
| ETN | EATON CORP PLC SHS | $65.32万 | 0.03% | 1,533 | 458 | 42.6% | $19.52万 | 加仓 |
| LPLA | LPL FINL HLDGS INC COM | $64.34万 | 0.02% | 2,284 | 5 | 0.2% | $1,408 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $63.41万 | 0.02% | 3,505 | -173 | -4.7% | -$3.13万 | 减仓 |
| FTNT | FORTINET INC COM | $63.38万 | 0.02% | 4,126 | -115 | -2.7% | -$1.77万 | 减仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $63.34万 | 0.02% | 14,934 | 476 | 3.3% | $2.02万 | 加仓 |
| SNDK | SANDISK CORP COM | $63.21万 | 0.02% | 278 | 63 | 29.3% | $14.32万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $63.08万 | 0.02% | 3,144 | 1,050 | 50.1% | $21.07万 | 加仓 |
| AMGN | AMGEN INC COM | $62.76万 | 0.02% | 1,733 | 242 | 16.2% | $8.76万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $62.26万 | 0.02% | 1,816 | 810 | 80.5% | $27.77万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $61.62万 | 0.02% | 2,536 | 377 | 17.5% | $9.16万 | 加仓 |
| — | DIMENSIONAL US CORE EQUITY 1 ETF | $60.60万 | 0.02% | 7,392 | -1,532 | -17.2% | -$12.56万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $60.00万 | 0.02% | 13,300 | 999 | 8.1% | $4.51万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $59.12万 | 0.02% | 11,741 | -66 | -0.6% | -$3,323 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $57.91万 | 0.02% | 1,698 | -84 | -4.7% | -$2.86万 | 减仓 |
| LITE | LUMENTUM HLDGS INC COM | $57.83万 | 0.02% | 674 | 454 | 206.4% | $38.96万 | 加仓 |
| WYNN | WYNN RESORTS LTD COM | $57.60万 | 0.02% | 5,933 | -29 | -0.5% | -$2,816 | 减仓 |
| GLW | CORNING INC COM | $56.75万 | 0.02% | 2,222 | 193 | 9.5% | $4.93万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $56.50万 | 0.02% | 3,307 | 3,307 | — | $56.50万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $56.34万 | 0.02% | 1,227 | -36 | -2.9% | -$1.65万 | 减仓 |
| BLK | BLACKROCK INC COM | $55.93万 | 0.02% | 582 | 133 | 29.6% | $12.78万 | 加仓 |
| GM | GENERAL MTRS CO COM | $55.82万 | 0.02% | 7,242 | 1,027 | 16.5% | $7.92万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $55.75万 | 0.02% | 9,675 | 2,296 | 31.1% | $13.23万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $55.59万 | 0.02% | 5,374 | -27 | -0.5% | -$2,793 | 减仓 |
| DE | DEERE & CO COM | $54.65万 | 0.02% | 862 | -22 | -2.5% | -$1.39万 | 减仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $54.54万 | 0.02% | 5,588 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $54.24万 | 0.02% | 14,251 | -134 | -0.9% | -$5,100 | 减仓 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $54.21万 | 0.02% | 6,547 | 124 | 1.9% | $1.03万 | 加仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $54.12万 | 0.02% | 2,469 | -3 | -0.1% | -$658 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $53.79万 | 0.02% | 21,909 | 8,469 | 63.0% | $20.79万 | 加仓 |
| PSX | PHILLIPS 66 COM | $52.82万 | 0.02% | 3,124 | 265 | 9.3% | $4.48万 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $51.89万 | 0.02% | 13,076 | 725 | 5.9% | $2.88万 | 加仓 |
| LIN | LINDE PLC SHS | $51.07万 | 0.02% | 984 | 213 | 27.6% | $11.06万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $51.04万 | 0.02% | 977 | -76 | -7.2% | -$3.97万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $50.46万 | 0.02% | 1,507 | 415 | 38.0% | $13.90万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $50.15万 | 0.02% | 5,218 | 237 | 4.8% | $2.28万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $50.12万 | 0.02% | 1,518 | 242 | 19.0% | $7.99万 | 加仓 |
| PRF | INVESCO RAFI US 1000 ETF | $49.83万 | 0.02% | 9,223 | 225 | 2.5% | $1.22万 | 加仓 |
| CB | CHUBB LIMITED COM | $49.41万 | 0.02% | 1,450 | 302 | 26.3% | $10.29万 | 加仓 |
| TER | TERADYNE INC COM | $48.82万 | 0.02% | 1,009 | 193 | 23.7% | $9.34万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $48.60万 | 0.02% | 5,267 | 398 | 8.2% | $3.67万 | 加仓 |
| GLD | SPDR GOLD SHARES | $48.26万 | 0.02% | 1,310 | 115 | 9.6% | $4.24万 | 加仓 |