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 |
|---|---|---|---|---|---|---|---|---|
| — | TRIPLEPOINT VENTURE GROWTH BDC COM | $0 | 0.00% | 0 | -9 | -100.0% | -$46 | 清仓 |
| CMT | CORE MOLDING TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$45 | 清仓 |
| — | VUZIX CORP COM NEW | $0 | 0.00% | 0 | -19 | -100.0% | -$44 | 清仓 |
| STGW | STAGWELL INC COM CL A | $0 | 0.00% | 0 | -7 | -100.0% | -$44 | 清仓 |
| — | LIVEWIRE GROUP INC COM | $0 | 0.00% | 0 | -26 | -100.0% | -$43 | 清仓 |
| — | GAMESTOP CORP NEW WT EXP 103026 | $0 | 0.00% | 0 | -11 | -100.0% | -$42 | 清仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $0 | 0.00% | 0 | -1 | -100.0% | -$42 | 清仓 |
| — | BASSETT FURNITURE INDS INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$42 | 清仓 |
| BNT | BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB | $0 | 0.00% | 0 | -1 | -100.0% | -$41 | 清仓 |
| GDS | GDS HLDGS LTD SPONSORED ADS | $0 | 0.00% | 0 | -1 | -100.0% | -$40 | 清仓 |
| — | SILVERCREST ASSET MGMT GROUP CL A | $0 | 0.00% | 0 | -3 | -100.0% | -$40 | 清仓 |
| — | ATLANTIC INTL CORP COM | $0 | 0.00% | 0 | -13 | -100.0% | -$39 | 清仓 |
| BALY | BALLYS CORPORATION COMMON STOCK | $0 | 0.00% | 0 | -4 | -100.0% | -$39 | 清仓 |
| — | RIVERVIEW BANCORP INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$39 | 清仓 |
| — | BV FINL INC COM NEW | $0 | 0.00% | 0 | -2 | -100.0% | -$38 | 清仓 |
| — | SECURITY NATL FINL CORP CL A NEW | $0 | 0.00% | 0 | -4 | -100.0% | -$38 | 清仓 |
| — | SBC MED GROUP HLDGS INC COM | $0 | 0.00% | 0 | -9 | -100.0% | -$38 | 清仓 |
| — | MARKETWISE INC COM NEW CL A | $0 | 0.00% | 0 | -2 | -100.0% | -$37 | 清仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS INC COM CL A | $0 | 0.00% | 0 | -13 | -100.0% | -$37 | 清仓 |
| — | FINWARD BANCORP COM | $0 | 0.00% | 0 | -1 | -100.0% | -$36 | 清仓 |
| BETR | BETTER HOME & FINANCE HOLDING COM NEW CL A | $0 | 0.00% | 0 | -1 | -100.0% | -$36 | 清仓 |
| — | TRANSCONTINENTAL RLTY INVS COM NEW | $0 | 0.00% | 0 | -1 | -100.0% | -$35 | 清仓 |
| — | CHAIN BRIDGE BANCORP INC CL A | $0 | 0.00% | 0 | -1 | -100.0% | -$35 | 清仓 |
| TBI | TRUEBLUE INC COM | $0 | 0.00% | 0 | -9 | -100.0% | -$35 | 清仓 |
| — | HAWTHORN BANCSHARES INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$34 | 清仓 |
| — | CB FINL SVCS INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$34 | 清仓 |
| — | ECB BANCORP INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$33 | 清仓 |
| IHS | IHS HOLDING LIMITED ORD SHS | $0 | 0.00% | 0 | -4 | -100.0% | -$33 | 清仓 |
| — | WEYCO GROUP INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$32 | 清仓 |
| — | TVARDI THERAPEUTICS INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$32 | 清仓 |
| — | CONSUMER PORTFOLIO SVCS INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$31 | 清仓 |
| — | RHINEBECK BANCORP INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$31 | 清仓 |
| DNUT | KRISPY KREME INC COM | $0 | 0.00% | 0 | -9 | -100.0% | -$31 | 清仓 |
| ENVX | ENOVIX CORPORATION COM | $0 | 0.00% | 0 | -6 | -100.0% | -$31 | 清仓 |
| — | PIONEER BANCORP INC MD COM | $0 | 0.00% | 0 | -2 | -100.0% | -$28 | 清仓 |
| — | RICHMOND MUT BANCORPORATION COM | $0 | 0.00% | 0 | -2 | -100.0% | -$27 | 清仓 |
| TARA | PROTARA THERAPEUTICS INC COM STK | $0 | 0.00% | 0 | -5 | -100.0% | -$26 | 清仓 |
| — | NI HLDGS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$26 | 清仓 |
| — | LIFEVANTAGE CORP COM NEW | $0 | 0.00% | 0 | -6 | -100.0% | -$26 | 清仓 |
| — | CATALYST PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$25 | 清仓 |
| — | LANDMARK BANCORP INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$25 | 清仓 |
| — | ISPIRE TECHNOLOGY INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$24 | 清仓 |
| — | PLAYSTUDIOS INC CLASS A COM | $0 | 0.00% | 0 | -51 | -100.0% | -$24 | 清仓 |
| SGRY | SURGERY PARTNERS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$24 | 清仓 |
| — | HANOVER BANCORP INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$22 | 清仓 |
| — | SB FINL GROUP INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$21 | 清仓 |
| ADV | ADVANTAGE SOLUTIONS INC COM NEW CL A | $0 | 0.00% | 0 | -1 | -100.0% | -$21 | 清仓 |
| OABI | OMNIAB INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$20 | 清仓 |
| — | LIFEZONE METALS LIMITED ORD SHS | $0 | 0.00% | 0 | -6 | -100.0% | -$20 | 清仓 |
| AEBI | AEBI SCHMIDT HLDG AG COM | $0 | 0.00% | 0 | -2 | -100.0% | -$19 | 清仓 |
| — | FORAFRIC GLOBAL PLC ORDINARY SHARES | $0 | 0.00% | 0 | -2 | -100.0% | -$19 | 清仓 |
| SMMT | SUMMIT THERAPEUTICS INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$19 | 清仓 |
| — | MYOMO INC COM NEW | $0 | 0.00% | 0 | -26 | -100.0% | -$18 | 清仓 |
| — | SWK HLDGS CORP COM NEW | $0 | 0.00% | 0 | -1 | -100.0% | -$17 | 清仓 |
| — | PAMT CORP COM | $0 | 0.00% | 0 | -2 | -100.0% | -$17 | 清仓 |
| UTZ | UTZ BRANDS INC COM CL A | $0 | 0.00% | 0 | -2 | -100.0% | -$16 | 清仓 |
| — | CITIZENS INC CL A | $0 | 0.00% | 0 | -3 | -100.0% | -$15 | 清仓 |
| — | MAUI LD & PINEAPPLE INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$15 | 清仓 |
| JBIO | JADE BIOSCIENCES INC COM NEW | $0 | 0.00% | 0 | -1 | -100.0% | -$14 | 清仓 |
| — | ALTI GLOBAL INC CL A | $0 | 0.00% | 0 | -4 | -100.0% | -$14 | 清仓 |
| — | ACTUATE THERAPEUTICS INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$14 | 清仓 |
| RNA | ATRIUM THERAPEUTICS INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$13 | 清仓 |
| — | MOBILE INFRASTRUCTURE CORP COM SHS | $0 | 0.00% | 0 | -6 | -100.0% | -$13 | 清仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COM NEW | $0 | 0.00% | 0 | -5 | -100.0% | -$12 | 清仓 |
| — | GOHEALTH INC CL A NEW | $0 | 0.00% | 0 | -7 | -100.0% | -$11 | 清仓 |
| — | KESTREL GROUP LTD COM | $0 | 0.00% | 0 | -1 | -100.0% | -$11 | 清仓 |
| — | LOGISTIC PROPERTIES OF THE AME USD ORD SHS | $0 | 0.00% | 0 | -3 | -100.0% | -$10 | 清仓 |
| — | JOURNEY MED CORP COM | $0 | 0.00% | 0 | -2 | -100.0% | -$9 | 清仓 |
| — | ATYR PHARMA INC COM NEW | $0 | 0.00% | 0 | -9 | -100.0% | -$7 | 清仓 |
| — | TEVOGEN BIO HLDGS INC COM NEW | $0 | 0.00% | 0 | -1 | -100.0% | -$5 | 清仓 |
| — | ZSPACE INC COM | $0 | 0.00% | 0 | -43 | -100.0% | -$5 | 清仓 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $0 | 0.00% | 0 | 0 | — | -$4 | 清仓 |
| GERN | GERON CORP COM | $0 | 0.00% | 0 | -3 | -100.0% | -$4 | 清仓 |
| — | SUPER LEAGUE ENTERPRISE INC COM NEW | $0 | 0.00% | 0 | -1 | -100.0% | -$4 | 清仓 |
| — | CANOPY GROWTH CORPORATION COM NEW | $0 | 0.00% | 0 | -3 | -100.0% | -$3 | 清仓 |
| MANU | MANCHESTER UTD PLC NEW ORD CL A | $0 | 0.00% | 0 | 0 | — | -$3 | 清仓 |
| — | CENNTRO INC COM | $0 | 0.00% | 0 | -14 | -100.0% | -$2 | 清仓 |
| — | ENERGOUS CORP COM NEW | $0 | 0.00% | 0 | 0 | — | -$1 | 清仓 |