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 |
|---|---|---|---|---|---|---|---|---|
| — | AIRSHIP AI HLDGS INC COM | $0 | 0.00% | 0 | -43 | -100.0% | -$97 | 清仓 |
| PKOH | PARK-OHIO HLDGS CORP COM | $0 | 0.00% | 0 | -4 | -100.0% | -$96 | 清仓 |
| AMCX | AMC GLOBAL MEDIA INC CL A | $0 | 0.00% | 0 | -14 | -100.0% | -$95 | 清仓 |
| VIV | TELEFONICA BRASIL SA SPONSORED ADS | $0 | 0.00% | 0 | -6 | -100.0% | -$95 | 清仓 |
| OPBK | OP BANCORP COM | $0 | 0.00% | 0 | -7 | -100.0% | -$93 | 清仓 |
| SVRA | SAVARA INC COM | $0 | 0.00% | 0 | -17 | -100.0% | -$93 | 清仓 |
| — | ASCENT INDUSTRIES CO COM | $0 | 0.00% | 0 | -7 | -100.0% | -$93 | 清仓 |
| PSO | PEARSON PLC SPONSORED ADR | $0 | 0.00% | 0 | -7 | -100.0% | -$92 | 清仓 |
| CIVB | CIVISTA BANCSHARES INC COM NO PAR | $0 | 0.00% | 0 | -4 | -100.0% | -$91 | 清仓 |
| MEC | MAYVILLE ENGR CO INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$90 | 清仓 |
| — | HAIN CELESTIAL GROUP INC COM | $0 | 0.00% | 0 | -129 | -100.0% | -$90 | 清仓 |
| — | THOMSON REUTERS CORP COM | $0 | 0.00% | 0 | -1 | -100.0% | -$90 | 清仓 |
| — | GREENE CNTY BANCORP INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$90 | 清仓 |
| — | NEXTNRG INC COM | $0 | 0.00% | 0 | -219 | -100.0% | -$88 | 清仓 |
| INNV | INNOVAGE HLDG CORP COM | $0 | 0.00% | 0 | -11 | -100.0% | -$88 | 清仓 |
| BWLP | BW LPG LTD COM | $0 | 0.00% | 0 | -5 | -100.0% | -$87 | 清仓 |
| — | MEDALLION FINANCIAL CORP COM | $0 | 0.00% | 0 | -10 | -100.0% | -$86 | 清仓 |
| — | CARTESIAN THERAPEUTICS INC COM NEW | $0 | 0.00% | 0 | -14 | -100.0% | -$86 | 清仓 |
| ARLO | ARLO TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$85 | 清仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$84 | 清仓 |
| — | AGENUS INC COM NEW | $0 | 0.00% | 0 | -25 | -100.0% | -$84 | 清仓 |
| GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | $0 | 0.00% | 0 | -2 | -100.0% | -$83 | 清仓 |
| — | STRAWBERRY FIELDS REIT INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$83 | 清仓 |
| — | KORU MEDICAL SYSTEMS INC COM | $0 | 0.00% | 0 | -19 | -100.0% | -$82 | 清仓 |
| — | GOPRO INC CL A | $0 | 0.00% | 0 | -107 | -100.0% | -$82 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$81 | 清仓 |
| KMTS | KESTRA MED TECHNOLOGIES LTD SHS | $0 | 0.00% | 0 | -4 | -100.0% | -$80 | 清仓 |
| BSVN | BANK7 CORP COM | $0 | 0.00% | 0 | -2 | -100.0% | -$80 | 清仓 |
| AEVA | AEVA TECHNOLOGIES INC COM NEW | $0 | 0.00% | 0 | -6 | -100.0% | -$79 | 清仓 |
| CIG | CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD | $0 | 0.00% | 0 | -33 | -100.0% | -$79 | 清仓 |
| — | PICARD MEDICAL INC COM SHS | $0 | 0.00% | 0 | -488 | -100.0% | -$78 | 清仓 |
| — | MAMMOTH ENERGY SVCS INC COM | $0 | 0.00% | 0 | -32 | -100.0% | -$78 | 清仓 |
| RCKY | ROCKY BRANDS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$77 | 清仓 |
| KN | KNOWLES CORP COM | $0 | 0.00% | 0 | -3 | -100.0% | -$77 | 清仓 |
| JACK | JACK IN THE BOX INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$77 | 清仓 |
| — | ACRES COMMERCIAL REALTY CORP COM NEW | $0 | 0.00% | 0 | -4 | -100.0% | -$77 | 清仓 |
| — | RCM TECHNOLOGIES INC COM NEW | $0 | 0.00% | 0 | -4 | -100.0% | -$77 | 清仓 |
| — | REPOSITRAK INC COM NEW | $0 | 0.00% | 0 | -10 | -100.0% | -$76 | 清仓 |
| — | VIRGINIA NATL BK CHRLOTSVLE VA COM | $0 | 0.00% | 0 | -2 | -100.0% | -$76 | 清仓 |
| — | AUDIOEYE INC COM NEW | $0 | 0.00% | 0 | -12 | -100.0% | -$76 | 清仓 |
| ENIC | ENEL CHILE SA SPONSORED ADR | $0 | 0.00% | 0 | -19 | -100.0% | -$75 | 清仓 |
| — | FRANKLIN STR PPTYS CORP COM | $0 | 0.00% | 0 | -111 | -100.0% | -$74 | 清仓 |
| — | C & F FINL CORP COM | $0 | 0.00% | 0 | -1 | -100.0% | -$73 | 清仓 |
| — | CLARUS CORP NEW COM | $0 | 0.00% | 0 | -27 | -100.0% | -$73 | 清仓 |
| — | UNION BANKSHARES INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$73 | 清仓 |
| — | NEKTAR THERAPEUTICS COM NEW | $0 | 0.00% | 0 | -1 | -100.0% | -$72 | 清仓 |
| IMOS | CHIPMOS TECHNOLOGIES INC SPONSORD ADS NEW | $0 | 0.00% | 0 | -2 | -100.0% | -$72 | 清仓 |
| ARKO | ARKO CORP COM | $0 | 0.00% | 0 | -13 | -100.0% | -$72 | 清仓 |
| OPRA | OPERA LTD SPONSORED ADS | $0 | 0.00% | 0 | -5 | -100.0% | -$71 | 清仓 |
| — | SPEAR ALPHA ETF | $0 | 0.00% | 0 | -2 | -100.0% | -$71 | 清仓 |
| — | EAGLE FINL SVCS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$70 | 清仓 |
| — | FUTUREFUEL CORP COM | $0 | 0.00% | 0 | -18 | -100.0% | -$69 | 清仓 |
| — | ESCALADE INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$69 | 清仓 |
| BILI | BILIBILI INC SPONS ADS REP Z | $0 | 0.00% | 0 | -3 | -100.0% | -$68 | 清仓 |
| — | PRAIRIE OPER CO COM | $0 | 0.00% | 0 | -33 | -100.0% | -$67 | 清仓 |
| — | YIELDMAX TSLA OPTION INCOME STRATEGY ETF | $0 | 0.00% | 0 | -2 | -100.0% | -$66 | 清仓 |
| — | PATRIOT NATL BANCORP INC COM NEW | $0 | 0.00% | 0 | -51 | -100.0% | -$66 | 清仓 |
| ONT | MONTROSE ENVIRONMENTAL GROUP I COM | $0 | 0.00% | 0 | -3 | -100.0% | -$66 | 清仓 |
| GPRE | GREEN PLAINS INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$66 | 清仓 |
| — | DEFINITIVE HEALTHCARE CORP CLASS A COM | $0 | 0.00% | 0 | -53 | -100.0% | -$65 | 清仓 |
| EYPT | EYEPOINT INC COM NEW | $0 | 0.00% | 0 | -5 | -100.0% | -$64 | 清仓 |
| — | DOMO INC COM CL B | $0 | 0.00% | 0 | -21 | -100.0% | -$64 | 清仓 |
| — | ROUNDHILL BALL METAVERSE ETF | $0 | 0.00% | 0 | -4 | -100.0% | -$64 | 清仓 |
| — | NL INDS INC COM NEW | $0 | 0.00% | 0 | -11 | -100.0% | -$64 | 清仓 |
| — | UNITED SEC BANCSHARES CALIF COM | $0 | 0.00% | 0 | -6 | -100.0% | -$63 | 清仓 |
| — | ORION PROPERTIES INC COM | $0 | 0.00% | 0 | -29 | -100.0% | -$62 | 清仓 |
| UTMD | UTAH MED PRODS INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$62 | 清仓 |
| — | EASTERN CO COM | $0 | 0.00% | 0 | -3 | -100.0% | -$61 | 清仓 |
| — | STRATUS PPTYS INC COM NEW | $0 | 0.00% | 0 | -2 | -100.0% | -$61 | 清仓 |
| — | TEADS HLDG CO COM | $0 | 0.00% | 0 | -91 | -100.0% | -$60 | 清仓 |
| — | TRUBRIDGE INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$59 | 清仓 |
| — | ARRIVE AI INC COM NEW | $0 | 0.00% | 0 | -74 | -100.0% | -$59 | 清仓 |
| FRMI | FERMI INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$58 | 清仓 |
| — | MARINE PRODS CORP COM | $0 | 0.00% | 0 | -8 | -100.0% | -$58 | 清仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY G SPON ADR | $0 | 0.00% | 0 | -1 | -100.0% | -$57 | 清仓 |
| GNE | GENIE ENERGY LTD CL B | $0 | 0.00% | 0 | -4 | -100.0% | -$57 | 清仓 |
| — | FOLD HLDGS INC COM CL A | $0 | 0.00% | 0 | -43 | -100.0% | -$57 | 清仓 |
| FSTR | FOSTER L B CO COM | $0 | 0.00% | 0 | -2 | -100.0% | -$56 | 清仓 |
| — | AMERICAN OUTDOOR BRANDS INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$56 | 清仓 |
| ABX | ABACUS GLOBAL MGMT INC CL A | $0 | 0.00% | 0 | -7 | -100.0% | -$55 | 清仓 |
| — | GBANK FINL HLDGS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$54 | 清仓 |
| CHMG | CHEMUNG FINL CORP COM | $0 | 0.00% | 0 | -1 | -100.0% | -$54 | 清仓 |
| — | SOUTHLAND HLDGS INC COM | $0 | 0.00% | 0 | -41 | -100.0% | -$53 | 清仓 |
| — | KINGSWAY FINL SVCS INC COM NEW | $0 | 0.00% | 0 | -5 | -100.0% | -$52 | 清仓 |
| — | FLYEXCLUSIVE INC COM CL A | $0 | 0.00% | 0 | -23 | -100.0% | -$52 | 清仓 |
| SARO | STANDARDAERO INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$52 | 清仓 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $0 | 0.00% | 0 | -3 | -100.0% | -$51 | 清仓 |
| USA | LIBERTY ALL STAR EQUITY FD SH BEN INT | $0 | 0.00% | 0 | -9 | -100.0% | -$50 | 清仓 |
| — | FIRST CAP INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$50 | 清仓 |
| BB | BLACKBERRY LTD COM | $0 | 0.00% | 0 | -15 | -100.0% | -$49 | 清仓 |
| NB | NIOCORP DEVS LTD COM NEW | $0 | 0.00% | 0 | -11 | -100.0% | -$49 | 清仓 |
| — | WESTWOOD HLDGS GROUP INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$49 | 清仓 |
| — | TRISALUS LIFE SCIENCES INC COM | $0 | 0.00% | 0 | -12 | -100.0% | -$48 | 清仓 |
| — | LANZATECH GLOBAL INC COM NEW | $0 | 0.00% | 0 | -3 | -100.0% | -$48 | 清仓 |
| — | MEDIWOUND LTD SHS NEW | $0 | 0.00% | 0 | -3 | -100.0% | -$48 | 清仓 |
| FC | FRANKLIN COVEY CO COM | $0 | 0.00% | 0 | -3 | -100.0% | -$47 | 清仓 |
| BST | BLACKROCK SCIENCE & TECHNOLOGY SHS | $0 | 0.00% | 0 | -1 | -100.0% | -$47 | 清仓 |
| AURA | AURA BIOSCIENCES INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$47 | 清仓 |
| — | ACCURAY INC DEL COM | $0 | 0.00% | 0 | -121 | -100.0% | -$47 | 清仓 |
| NEOG | NEOGEN CORP COM | $0 | 0.00% | 0 | -5 | -100.0% | -$46 | 清仓 |