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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 16
增持 44
减持 70
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
JCPB
JP Morgan Core Plus Bond ETF
+$17.3M
318,286
减持
SCHZ
Schwab US Aggregate Bond ETF
-$9.6M
147,678
-54%
增持
SCHX
Schwab US Large-Cap ETF
+$1.9M
173,823
+1%
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。
减持
SCHO
Schwab Short-Term US Treasury ETF
-$1.6M
85,847
-27%
减持
AAPL
Apple Inc
+$1.6M
53,427
-4%
增持
VIG
Vanguard Dividend Appreciation ETF
+$1.2M
46,394
+5%
增持
—
Barrick Gold Corp
+$927.0K
63,167
+317%
减持
QQQ
PowerShares QQQ ETF
-$920.0K
2,498
-53%
清仓
SPHQ
PowerShares S&P 500 Quality ETF
-$902.0K
0
-100%
减持
VTI
Vanguard Total Stock Market ETF
+$875.0K
53,314
-1%
减持
ADP
Automatic Data Processing Inc
+$875.0K
19,567
-1%
增持
SCHB
Schwab US Broad Market ETF
+$823.0K
84,583
+1%
清仓
T
AT&T Inc
-$752.0K
0
-100%
增持
JHMM
John Hancock Multifactor Mid Cap ETF
+$702.0K
53,986
+21%
建仓
—
HARSCO CORP COM
+$687.0K
41,140
增持
GLD
SPDR Gold Shares ETF
+$681.0K
35,938
+8%
减持
MSFT
Microsoft Corp
+$592.0K
14,355
-4%
增持
AMZN
Amazon.com Inc
+$589.0K
1,090
+18%
减持
XLF
Financial Select Sector SPDR ETF
-$583.0K
11,028
-59%
增持
RH
RH
-$582.0K
5,689
+5%
清仓
EXPE
Expedia Inc
-$578.0K
0
-100%
减持
XLK
Technology Select Sector SPDR ETF
+$561.0K
44,163
-7%
减持
QCOM
Qualcomm Inc
+$558.0K
10,992
-2%
增持
SCHR
Schwab Intermediate-Term US Treasury ETF
+$558.0K
27,215
+59%
减持
PPG
PPG Industries Inc
+$536.0K
19,527
-1%
清仓
VYM
Vanguard High Dividend Yield Index
-$535.0K
0
-100%
增持
UPS
United Parcel Service Inc B
+$532.0K
7,240
+29%
建仓
ATR
AptarGroup Inc
+$529.0K
4,322
清仓
IWO
iShares Russell 2000 Growth ETF
-$527.0K
0
-100%
建仓
FDX
FedEx Corp
+$500.0K
1,934
建仓
—
Activision Blizzard Inc
+$490.0K
7,374
增持
COST
Costco Wholesale Corp
+$490.0K
3,895
+2%
清仓
VPL
Vanguard FTSE Pacific ETF
-$484.0K
0
-100%
清仓
EQT
EQT Corp
-$481.0K
0
-100%
清仓
VGK
Vanguard FTSE Europe ETF
-$464.0K
0
-100%
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$460.0K
17,256
-34%
减持
PFE
Pfizer Inc
+$459.0K
31,296
-3%
减持
XLV
Health Care Select Sector SPDR ETF
-$441.0K
2,380
-61%
清仓
CCJ
Cameco Corp
-$441.0K
0
-100%
清仓
COP
ConocoPhillips
-$417.0K
0
-100%
清仓
XMLV
Invesco S&P Mid-Cap Low Volatility ETF
-$401.0K
0
-100%
建仓
NFLX
Netflix Inc
+$399.0K
663
增持
VOO
Vanguard S&P 500 ETF
+$368.0K
7,093
+2%
减持
VCSH
Vanguard Short-Term Corporate Bond ETF
-$346.0K
45,457
-7%
建仓
—
Anaplan Inc
+$336.0K
7,338
增持
FXZ
First Trust Materials AlphaDEX ETF
+$327.0K
9,007
+117%
减持
SCHD
Schwab US Dividend Equity ETF
+$327.0K
55,990
-1%
增持
SCHF
Schwab International Equity ETF
+$322.0K
124,489
+7%
清仓
CALY
Callaway Golf Co
-$303.0K
0
-100%
增持
D
Dominion Energy Inc
+$297.0K
18,668
+17%
增持
SSD
Simpson Manufacturing
+$295.0K
8,625
+2%
减持
HD
The Home Depot Inc
+$292.0K
5,772
-10%
减持
VCIT
Vanguard Interm-Term Corp Bond ETF
-$288.0K
4,903
-38%
清仓
DBP
PowerShares DB Precious Metals ETF
-$287.0K
0
-100%
减持
NVDA
NVIDIA Corp
-$286.0K
3,264
-46%
减持
SE
Sea LTD
-$283.0K
2,809
-2%
增持
JJSF
J&J Snack Foods Corp
+$274.0K
7,436
+26%
清仓
RWX
SPDR Dow Jones International Real Estate ETF
-$255.0K
0
-100%
增持
FXL
First Trust Technology AlphaDEX ETF
+$252.0K
5,587
+41%
减持
BND
Vanguard Total Bond Market ETF
-$247.0K
16,787
-14%
建仓
PCAR
PACCAR Inc
+$242.0K
2,751
减持
MUB
iShares National Muni Bond ETF
-$236.0K
2,142
-49%
清仓
EMB
iShares Emerging Markets Bond ETF
-$236.0K
0
-100%
建仓
ZTS
Zoetis Inc
+$232.0K
952
增持
TSCO
Tractor Supply Co
+$232.0K
5,888
+2%
增持
XLY
Consumer Discret Select Sector SPDR ETF
+$231.0K
9,206
+0%
建仓
IWM
iShares Russell 2000 ETF
+$227.0K
1,023
清仓
FXH
First Trust Health Care AlphaDEX ETF
-$219.0K
0
-100%
建仓
KRG
Kite Realty Group
+$217.0K
9,985
减持
CVS
CVS Health Corp
+$217.0K
12,929
-2%
建仓
BABA
Alibaba Group Holding LTD ADR
+$215.0K
1,810
减持
ABBV
AbbVie Inc
+$215.0K
10,075
-5%
清仓
LOW
Lowes Companies Inc
-$213.0K
0
-100%
建仓
IVT
Inventrust Properties Corp
+$212.0K
7,805
清仓
TXN
Texas Instruments Inc
-$212.0K
0
-100%
建仓
VTV
Vanguard Value ETF
+$206.0K
1,401
建仓
IYR
iShares US Real Estate ETF
+$206.0K
1,778
建仓
FUTY
Fidelity MSCI Utilities ETF
+$202.0K
4,377
清仓
—
Invesco BulletShares 2022 Corporate Bond ETF
-$200.0K
0
-100%
减持
KO
Coca Cola Co
+$198.0K
32,846
-1%
减持
CSCO
Cisco Systems Inc
+$195.0K
23,325
-1%
减持
IDV
iShares International Select Dividend ETF
-$191.0K
26,069
-21%
清仓
—
Retail Properties of America
-$191.0K
0
-100%
增持
NSC
Norfolk Southern Corp
+$190.0K
3,236
+0%
减持
TSLA
Tesla Inc
+$172.0K
2,414
-21%
减持
SCHP
Schwab US TIPS ETF
-$168.0K
4,614
-37%
减持
META
Facebook Inc A
-$167.0K
6,339
-6%
增持
SPY
SPDR S&P 500 ETF
+$165.0K
853
+53%
减持
DEO
Diageo PLC ADR
+$157.0K
6,230
-1%
增持
JPM
JP Morgan Chase & Co
+$147.0K
2,405
+69%
减持
NSP
Insperity Inc
-$146.0K
2,932
-34%
减持
NTR
Nutrien LTD
+$146.0K
17,172
-3%
减持
CVX
Chevron Corp
+$141.0K
10,281
-2%
增持
FDS
Factset Research Systems, Inc.
+$141.0K
1,431
+2%
减持
SBAC
SBA Communications Corp A
+$137.0K
2,584
-2%
减持
VRTX
Vertex Pharmaceuticals Inc
+$136.0K
3,869
-2%
增持
LFUS
Littelfuse Inc
+$134.0K
2,875
+2%
减持
GOOGL
Alphabet Inc A
+$133.0K
740
-2%
减持
—
Eaton Corp PLC
+$128.0K
6,547
-3%
减持
FMC
FMC Corp
+$127.0K
7,717
-2%
减持
BRK/B
Berkshire Hathaway Inc B
+$125.0K
5,493
-1%
增持
OSK
Oshkosh Corp
+$124.0K
8,748
+4%
减持
GO
Grocery Outlet Holdings, Corp.
-$121.0K
8,564
-49%
减持
BHP
BHP Billiton LTD ADR
+$121.0K
18,652
-1%
减持
ICE
Intercontinental Exchange Inc
+$120.0K
5,990
-2%
减持
CHRW
C.H. Robinson Worldwide Inc
-$117.0K
5,821
-32%
减持
JNJ
Johnson & Johnson
+$116.0K
14,007
-1%
增持
SBUX
Starbucks Corp
+$113.0K
12,801
+2%
增持
EME
Emcor Group, Inc
+$110.0K
7,728
+2%
减持
XLI
Industrial Select Sector SPDR ETF
-$108.0K
2,303
-36%
增持
SCHH
Schwab US Real Estate ETF
+$106.0K
11,946
+4%
增持
GGG
Graco Inc
+$103.0K
8,588
+2%
减持
MCD
McDonald's Corp
+$101.0K
5,530
-3%
增持
NKE
Nike Inc B
+$96.0K
3,878
+2%
增持
IJR
iShares S&P Small-Cap ETF
+$94.0K
6,166
+10%
增持
FBND
Fidelity Total Bond ETF
+$92.0K
18,468
+11%
减持
UNP
Union Pacific Corp
+$90.0K
1,636
-1%
减持
MDLZ
Mondelez Intl A
+$88.0K
12,205
-2%
减持
SJM
JM Smucker Co
+$88.0K
6,246
-1%
减持
—
Exxon Mobil Corp
-$84.0K
25,329
-9%
减持
VZ
Verizon Communications Inc
-$83.0K
26,115
-2%
减持
SONY
Sony Group Corp ADR
+$82.0K
6,089
-2%
增持
OLLI
Ollies Bargain Outlet Hldgs Inc
-$81.0K
9,474
+1%
增持
VUG
Vanguard Growth ETF
+$81.0K
2,086
+3%
减持
DLTR
Dollar Tree Inc
+$80.0K
2,858
-15%
增持
BMY
Bristol-Myers Squibb Co
+$80.0K
17,417
+2%
减持
—
Seattle Genetics Inc
-$79.0K
4,119
-2%
增持
WPC
W.P. Carey Inc
+$76.0K
6,282
+4%
减持
—
Annaly Capital Management Inc
-$76.0K
104,226
-2%
减持
H
Hyatt Hotels Corp A
+$74.0K
4,292
-2%
增持
DUK
Duke Energy Corp
+$74.0K
9,959
+0%
减持
BMRN
Biomarin Pharmaceutical Inc
+$72.0K
7,577
-2%
减持
INTC
Intel Corp
-$72.0K
20,386
-3%
减持
MAIN
Main Street Capital Corp
+$72.0K
22,885
-1%
减持
TMO
Thermo Fisher Scientific Inc
+$71.0K
843
-2%
增持
XLU
Utilities Select Sector SPDR ETF
+$71.0K
4,220
+17%
减持
CHTR
Charter Communications Inc
-$70.0K
770
-2%
增持
DIA
SPDR Dow Jones Industrial Average ETF
+$63.0K
1,550
+5%
减持
AGG
iShares Core US Aggregate Bond ETF
-$60.0K
3,102
-14%
减持
SPLV
PowerShares S&P 500 Low Volatility ETF
-$59.0K
6,910
-21%
减持
PEP
Pepsico Inc
+$57.0K
2,551
-1%
增持
—
Medtronic PLC
-$57.0K
3,021
+2%
减持
MCO
Moody's Corporation
+$56.0K
1,986
-2%
增持
TRMB
Trimble, Inc.
+$56.0K
8,588
+2%
减持
PNC
PNC Financial Services Group Inc
+$53.0K
17,141
-1%
减持
—
Accenture PLC A
+$51.0K
655
-5%
减持
CRM
Salesforce.com Inc
-$51.0K
2,927
-0%
增持
PLOW
Douglas Dynamics, Inc.
+$50.0K
14,313
+2%
减持
AMT
American Tower Corp
+$46.0K
2,033
-2%
增持
AEM
Agnico Eagle Mines LTD
+$45.0K
5,544
+15%
