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D.B. Root & Company, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
D.B. Root & Company, LLC
报告期 2026-03-31 · CIK 0001731717
持仓数
191
前50大市值合计
$342.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 3
增持 50
减持 84
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
SCHZ
Schwab US Aggregate Bond ETF
+$3.2M
324,000
+23%
建仓
JHMM
John Hancock Multifactor Mid Cap ETF
+$2.3M
44,514
减持
SCHX
Schwab US Large-Cap ETF
-$1.5M
171,793
-8%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VCSH
Vanguard Short-Term Corporate Bond ETF
+$1.3M
49,012
+46%
减持
SCHO
Schwab Short-Term US Treasury ETF
-$1.0M
117,365
-15%
清仓
—
Kansas City Southern
-$767.0K
0
-100%
减持
AMZN
Amazon.com Inc
-$766.0K
927
-16%
减持
SCHB
Schwab US Broad Market ETF
-$762.0K
84,112
-8%
增持
PPG
PPG Industries Inc
-$523.0K
19,796
+0%
清仓
FICO
Fair Issac Corp
-$504.0K
0
-100%
清仓
LULU
Lululemon Athletica Inc
-$497.0K
0
-100%
减持
META
Facebook Inc A
-$494.0K
6,776
-16%
减持
SCHD
Schwab US Dividend Equity ETF
-$463.0K
56,557
-8%
增持
GLD
SPDR Gold Shares ETF
+$455.0K
33,266
+10%
清仓
EOG
EOG Resources Inc
-$455.0K
0
-100%
减持
MA
Mastercard Inc A
-$443.0K
3,968
-21%
减持
BRK/B
Berkshire Hathaway Inc B
-$440.0K
5,561
-21%
清仓
—
Pioneer Natural Resources Co
-$437.0K
0
-100%
清仓
MU
Micron Technology Inc
-$434.0K
0
-100%
减持
V
Visa Inc A
-$423.0K
5,557
-22%
清仓
—
Activision Blizzard Inc
-$409.0K
0
-100%
减持
SPLV
PowerShares S&P 500 Low Volatility ETF
-$405.0K
8,763
-43%
减持
OSK
Oshkosh Corp
-$371.0K
8,422
-15%
减持
EXPE
Expedia Inc
-$366.0K
3,528
-39%
增持
BHP
BHP Billiton LTD ADR
-$306.0K
18,763
+4%
减持
MSFT
Microsoft Corp
-$298.0K
15,028
-10%
减持
COP
ConocoPhillips
-$292.0K
6,159
-47%
减持
PYPL
PayPal Holdings Inc
-$274.0K
3,039
-17%
增持
CRM
Salesforce.com Inc
+$271.0K
2,930
+37%
减持
GOOGL
Alphabet Inc A
-$265.0K
752
-19%
清仓
ZTS
Zoetis Inc
-$256.0K
0
-100%
减持
—
Unilever PLC ADR
-$256.0K
17,220
-15%
增持
SONY
Sony Group Corp ADR
+$250.0K
6,218
+38%
清仓
IWM
iShares Russell 2000 ETF
-$239.0K
0
-100%
减持
KO
Coca Cola Co
-$237.0K
33,294
-9%
减持
VRTX
Vertex Pharmaceuticals Inc
-$235.0K
3,933
-16%
减持
JNJ
Johnson & Johnson
-$228.0K
14,121
-7%
增持
NSC
Norfolk Southern Corp
+$226.0K
3,231
+57%
增持
COST
Costco Wholesale Corp
+$223.0K
3,831
+1%
减持
MDLZ
Mondelez Intl A
-$218.0K
12,402
-18%
建仓
EW
Edwards Lifesciences Corp
+$218.0K
1,929
减持
NVS
Novartis AG ADR
-$217.0K
8,669
-15%
清仓
—
CDK Global Inc
-$213.0K
0
-100%
清仓
MO
Altria Group Inc
-$202.0K
0
-100%
清仓
IYR
iShares US Real Estate ETF
-$202.0K
0
-100%
建仓
—
Invesco BulletShares 2022 Corporate Bond ETF
+$200.0K
9,301
增持
GO
Grocery Outlet Holdings, Corp.
-$199.0K
16,850
+4%
增持
CACI
CACI International Inc
+$193.0K
3,369
+24%
减持
BMRN
Biomarin Pharmaceutical Inc
-$174.0K
7,729
-16%
减持
SCHA
Schwab US Small-Cap ETF
-$174.0K
7,458
-16%
增持
FMC
FMC Corp
+$171.0K
7,882
+55%
减持
QCOM
Qualcomm Inc
-$169.0K
11,265
-1%
减持
ICE
Intercontinental Exchange Inc
-$166.0K
6,093
-16%
减持
TXN
Texas Instruments Inc
-$160.0K
1,107
-43%
减持
MCO
Moody's Corporation
-$159.0K
2,025
-16%
减持
—
Exxon Mobil Corp
-$157.0K
27,768
-2%
清仓
F
Ford Motor Co
-$148.0K
0
-100%
减持
SBAC
SBA Communications Corp A
-$144.0K
2,627
-17%
减持
EQT
EQT Corp
-$141.0K
23,554
-16%
增持
OLLI
Ollies Bargain Outlet Hldgs Inc
-$140.0K
9,383
+12%
减持
SPY
SPDR S&P 500 ETF
-$139.0K
559
-37%
增持
UPS
United Parcel Service Inc B
-$133.0K
5,600
+1%
增持
TSCO
Tractor Supply Co
+$133.0K
5,789
+4%
减持
GPK
Graphic Packaging Holding Co
-$131.0K
40,752
-18%
减持
—
IAA, Inc
-$125.0K
11,238
-17%
减持
CHTR
Charter Communications Inc
-$119.0K
787
-18%
减持
NEM
Newmont Mining Corp
-$119.0K
5,705
-16%
增持
GLW
Corning Inc
-$116.0K
28,947
+1%
减持
SCHE
Schwab Emerging Markets Equity ETF
-$116.0K
12,137
-18%
增持
BMY
Bristol-Myers Squibb Co
-$115.0K
16,999
+1%
减持
IDXX
IDEXX Laboratories Inc
-$110.0K
798
-17%
增持
FBND
Fidelity Total Bond ETF
+$109.0K
16,708
+14%
减持
PFE
Pfizer Inc
+$107.0K
32,317
-1%
减持
H
Hyatt Hotels Corp A
-$105.0K
4,376
-23%
增持
XLI
Industrial Select Sector SPDR ETF
+$104.0K
3,592
+48%
减持
SCHF
Schwab International Equity ETF
-$103.0K
116,704
-0%
增持
MMM
3M Co
-$101.0K
5,577
+3%
增持
VWO
Vanguard FTSE Emerging Markets ETF
-$100.0K
26,272
+1%
增持
FDS
Factset Research Systems, Inc.
+$100.0K
1,404
+4%
减持
—
Barrick Gold Corp
-$96.0K
15,152
-15%
减持
AEM
Agnico Eagle Mines LTD
-$95.0K
4,806
-16%
减持
EQIX
Equinix Inc
-$95.0K
481
-19%
减持
AMT
American Tower Corp
-$94.0K
2,066
-13%
减持
DG
Dollar General Corp
-$92.0K
1,923
-17%
减持
CPRT
Copart Inc
-$91.0K
3,998
-18%
减持
VIG
Vanguard Dividend Appreciation ETF
-$91.0K
44,032
-1%
增持
NVDA
NVIDIA Corp
-$91.0K
6,012
+260%
减持
INTC
Intel Corp
-$89.0K
21,054
-2%
增持
JJSF
J&J Snack Foods Corp
-$89.0K
5,895
+4%
增持
SCHR
Schwab Intermediate-Term US Treasury ETF
+$88.0K
17,091
+10%
减持
WRB
W R Berkley Corp
-$87.0K
5,378
-17%
增持
DIA
SPDR Dow Jones Industrial Average ETF
+$87.0K
1,480
+23%
减持
—
Seattle Genetics Inc
-$82.0K
4,212
-17%
减持
TMO
Thermo Fisher Scientific Inc
-$79.0K
860
-24%
减持
JPM
JP Morgan Chase & Co
-$79.0K
1,427
-29%
减持
DLTR
Dollar Tree Inc
-$78.0K
3,360
-16%
增持
LFUS
Littelfuse Inc
+$78.0K
2,819
+4%
增持
TTC
Toro, Co.
+$77.0K
8,423
+24%
减持
VCIT
Vanguard Interm-Term Corp Bond ETF
-$76.0K
7,869
-9%
减持
EA
Electronic Arts Inc
-$73.0K
2,492
-16%
减持
NTR
Nutrien LTD
+$72.0K
17,667
-0%
增持
ENR
Energizer Holdings, Inc
+$69.0K
19,653
+21%
增持
CMI
Cummins Inc
-$69.0K
4,098
+1%
减持
IWF
iShares Russell 1000 Growth ETF
-$68.0K
2,330
-10%
增持
XLV
Health Care Select Sector SPDR ETF
+$68.0K
6,097
+8%
减持
PNC
PNC Financial Services Group Inc
+$68.0K
17,301
-0%
增持
MLR
Miller Industries, Inc
-$67.0K
16,846
+4%
减持
—
Medtronic PLC
-$67.0K
2,949
-16%
减持
CNI
Canadian National Railway Co
-$65.0K
4,795
-18%
减持
AAPL
Apple Inc
+$65.0K
55,814
-2%
增持
LMT
Lockheed Martin Corp
-$64.0K
3,171
+4%
增持
XLF
Financial Select Sector SPDR ETF
+$64.0K
27,018
+4%
减持
SCHH
Schwab US Real Estate ETF
-$64.0K
11,466
-11%
减持
SPGI
S&P Global Inc
-$63.0K
685
-21%
减持
PG
Procter & Gamble Co
-$58.0K
1,443
-25%
减持
RYAAY
Ryanair Holdings PLC
-$57.0K
2,938
-16%
减持
AGG
iShares Core US Aggregate Bond ETF
-$54.0K
3,603
-11%
增持
MNRO
Monro Muffler Brakes Inc
-$53.0K
14,098
+4%
减持
DBP
PowerShares DB Precious Metals ETF
-$53.0K
6,104
-12%
减持
MCD
McDonald's Corp
+$52.0K
5,728
-0%
减持
SE
Sea LTD
-$51.0K
2,861
-18%
减持
XLK
Technology Select Sector SPDR ETF
+$50.0K
47,663
-0%
减持
IVV
iShares Core S&P 500 ETF
-$49.0K
606
-16%
减持
PM
Philip Morris International Inc
-$46.0K
2,649
-12%
增持
VZ
Verizon Communications Inc
-$45.0K
26,649
+1%
减持
NKE
Nike Inc B
-$44.0K
3,792
-1%
增持
PLOW
Douglas Dynamics, Inc.
-$41.0K
14,040
+4%
减持
VTI
Vanguard Total Stock Market ETF
-$41.0K
54,027
-0%
增持
EME
Emcor Group, Inc
+$41.0K
7,576
+12%
增持
ABBV
AbbVie Inc
-$41.0K
10,652
+1%
增持
—
Annaly Capital Management Inc
-$40.0K
105,889
+1%
减持
—
Alcon AG
-$39.0K
9,297
-17%
减持
XLP
Consumer Staples Select Sector SPDR ETF
-$38.0K
4,003
-11%
增持
SJM
JM Smucker Co
-$37.0K
6,333
+3%
增持
T
AT&T Inc
-$35.0K
27,846
+2%
增持
RH
RH
+$35.0K
5,444
+3%
增持
UNP
Union Pacific Corp
-$33.0K
1,646
+2%
减持
HD
The Home Depot Inc
+$32.0K
6,408
-1%
增持
IDV
iShares International Select Dividend ETF
-$32.0K
32,993
+3%
减持
BP
BP PLC ADR
-$29.0K
7,623
-15%
增持
CHRW
C.H. Robinson Worldwide Inc
-$29.0K
8,544
+4%
增持
TRMB
Trimble, Inc.
+$28.0K
8,423
+4%
减持
CCJ
Cameco Corp
-$27.0K
20,311
-17%
增持
GGG
Graco Inc
-$25.0K
8,423
+4%
减持
IJR
iShares S&P Small-Cap ETF
-$24.0K
5,613
-0%
减持
XLU
Utilities Select Sector SPDR ETF
-$22.0K
3,617
-10%
减持
CSCO
Cisco Systems Inc
+$22.0K
23,571
-1%
减持
NOW
ServiceNow Inc
-$22.0K
659
-16%
增持
CVX
Chevron Corp
+$21.0K
10,507
+5%
增持
QQQ
PowerShares QQQ ETF
+$21.0K
5,349
+0%
