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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 9
增持 82
减持 44
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
JCPB
JP Morgan Core Plus Bond ETF
+$5.4M
444,932
+40%
减持
SCHZ
Schwab US Aggregate Bond ETF
-$2.9M
99,760
-32%
清仓
XLY
Consumer Discret Select Sector SPDR ETF
-$1.9M
0
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。
-100%
建仓
XLE
Energy Select Sector SPDR ETF
+$1.5M
19,746
增持
SCHX
Schwab US Large-Cap ETF
-$1.0M
348,343
+100%
减持
GOOGL
Alphabet Inc A
-$1.0M
407
-45%
减持
XLK
Technology Select Sector SPDR ETF
-$867.0K
42,855
-3%
增持
SCHR
Schwab Intermediate-Term US Treasury ETF
+$810.0K
43,905
+61%
增持
PPG
PPG Industries Inc
-$767.0K
19,843
+2%
清仓
FXL
First Trust Technology AlphaDEX ETF
-$737.0K
0
-100%
减持
META
Facebook Inc A
-$727.0K
6,319
-0%
增持
HD
The Home Depot Inc
-$666.0K
5,779
+0%
增持
RH
RH
-$643.0K
7,378
+30%
清仓
SNA
Snap-on Inc
-$626.0K
0
-100%
清仓
CHRW
C.H. Robinson Worldwide Inc
-$626.0K
0
-100%
增持
VIG
Vanguard Dividend Appreciation ETF
+$585.0K
52,747
+14%
清仓
DIA
SPDR Dow Jones Industrial Average ETF
-$563.0K
0
-100%
增持
VTI
Vanguard Total Stock Market ETF
-$560.0K
54,079
+1%
增持
NTR
Nutrien LTD
+$514.0K
17,364
+1%
减持
SONY
Sony Group Corp ADR
-$485.0K
2,773
-54%
清仓
JKHY
Jack Henry & Associates, Inc.
-$475.0K
0
-100%
减持
VCSH
Vanguard Short-Term Corporate Bond ETF
-$454.0K
41,479
-9%
减持
CVX
Chevron Corp
+$436.0K
10,089
-2%
增持
SCHB
Schwab US Broad Market ETF
-$434.0K
170,897
+102%
建仓
—
BlackRock Inc
+$412.0K
540
清仓
H
Hyatt Hotels Corp A
-$411.0K
0
-100%
增持
GLD
SPDR Gold Shares ETF
+$406.0K
36,254
+1%
增持
XLF
Financial Select Sector SPDR ETF
+$400.0K
21,674
+97%
增持
MSFT
Microsoft Corp
-$392.0K
14,390
+0%
建仓
LULU
Lululemon Athletica Inc
+$383.0K
1,050
减持
SCHO
Schwab Short-Term US Treasury ETF
-$382.0K
80,417
-6%
增持
BHP
BHP Billiton LTD ADR
+$382.0K
19,520
+5%
增持
—
Barrick Gold Corp
+$375.0K
64,217
+2%
增持
NSC
Norfolk Southern Corp
+$365.0K
4,657
+44%
减持
ENR
Energizer Holdings, Inc
-$357.0K
14,500
-28%
建仓
TSM
Taiwan Semiconductor Manufacturing Co LTD ADR
+$357.0K
3,425
增持
NEM
Newmont Mining Corp
+$349.0K
8,780
+56%
清仓
NSP
Insperity Inc
-$346.0K
0
-100%
增持
ADP
Automatic Data Processing Inc
-$342.0K
19,704
+1%
清仓
—
Anaplan Inc
-$336.0K
0
-100%
增持
QCOM
Qualcomm Inc
-$330.0K
10,999
+0%
减持
PYPL
PayPal Holdings Inc
-$313.0K
4,270
-0%
增持
JHMM
John Hancock Multifactor Mid Cap ETF
+$313.0K
63,077
+17%
建仓
ALGN
Align Technology Inc
+$313.0K
718
增持
BRK/B
Berkshire Hathaway Inc B
+$305.0K
5,517
+0%
清仓
AEM
Agnico Eagle Mines LTD
-$294.0K
0
-100%
建仓
CLF
Cliffs Natural Resources Inc
+$289.0K
9,000
增持
SE
Sea LTD
-$285.0K
2,869
+2%
增持
ABBV
AbbVie Inc
+$285.0K
10,173
+1%
增持
LMT
Lockheed Martin Corp
+$282.0K
3,180
+1%
减持
—
Exxon Mobil Corp
+$275.0K
22,090
-13%
增持
PNC
PNC Financial Services Group Inc
-$275.0K
17,147
+0%
建仓
FXN
First Trust Energy AlphaDEX ETF
+$264.0K
16,627
增持
NOW
ServiceNow Inc
+$253.0K
1,203
+87%
增持
SSD
Simpson Manufacturing
-$243.0K
8,769
+2%
减持
COST
Costco Wholesale Corp
-$243.0K
3,419
-12%
减持
VUG
Vanguard Growth ETF
-$233.0K
1,517
-27%
清仓
ZTS
Zoetis Inc
-$232.0K
0
-100%
减持
PFE
Pfizer Inc
-$229.0K
31,276
-0%
建仓
FXO
First Trust Financials AlphaDEX ETF
+$225.0K
4,916
增持
BMY
Bristol-Myers Squibb Co
+$219.0K
17,859
+3%
减持
TMO
Thermo Fisher Scientific Inc
-$218.0K
583
-31%
清仓
BABA
Alibaba Group Holding LTD ADR
-$215.0K
0
-100%
清仓
IVT
Inventrust Properties Corp
-$212.0K
0
-100%
增持
ENB
Enbridge Inc
+$211.0K
26,919
+2%
建仓
—
CDK Global Inc
+$208.0K
4,288
清仓
IYR
iShares US Real Estate ETF
-$206.0K
0
-100%
清仓
BP
BP PLC ADR
-$205.0K
0
-100%
减持
—
Unilever PLC ADR
-$205.0K
15,543
-8%
增持
AGG
iShares Core US Aggregate Bond ETF
+$198.0K
5,150
+66%
增持
RTX
Raytheon Technologies Corp
+$193.0K
13,230
+2%
增持
MNRO
Monro Muffler Brakes Inc
-$189.0K
14,598
+2%
增持
GOOG
Alphabet Inc C
+$186.0K
165
+74%
减持
AAPL
Apple Inc
-$183.0K
53,286
-0%
减持
IWF
iShares Russell 1000 Growth ETF
-$181.0K
1,724
-20%
减持
JPM
JP Morgan Chase & Co
-$171.0K
1,538
-36%
减持
SCHD
Schwab US Dividend Equity ETF
-$168.0K
55,238
-1%
减持
ICE
Intercontinental Exchange Inc
-$167.0K
4,939
-18%
增持
CSCO
Cisco Systems Inc
-$164.0K
23,568
+1%
减持
—
Activision Blizzard Inc
-$163.0K
4,089
-45%
增持
ATR
AptarGroup Inc
+$158.0K
5,850
+35%
减持
—
Trane Technologies
-$153.0K
2,170
-9%
增持
OLLI
Ollies Bargain Outlet Hldgs Inc
+$152.0K
14,821
+56%
增持
KOP
Koppers Holdings Inc
-$143.0K
39,537
+1%
增持
VOO
Vanguard S&P 500 ETF
-$139.0K
7,126
+0%
增持
—
IAA, Inc
-$132.0K
11,666
+2%
增持
JNJ
Johnson & Johnson
+$130.0K
14,257
+2%
增持
CACI
CACI International Inc
+$127.0K
3,492
+2%
增持
XLP
Consumer Staples Select Sector SPDR ETF
+$125.0K
5,821
+42%
增持
BDX
Becton Dickinson & Co
+$122.0K
4,048
+7%
增持
GGG
Graco Inc
+$119.0K
11,638
+36%
减持
SBAC
SBA Communications Corp A
-$119.0K
2,575
-0%
减持
IDXX
IDEXX Laboratories Inc
-$118.0K
729
-7%
减持
TSCO
Tractor Supply Co
-$118.0K
5,513
-6%
减持
AMZN
Amazon.com Inc
-$114.0K
1,080
-1%
增持
TTC
Toro, Co.
-$112.0K
8,732
+2%
增持
—
Eaton Corp PLC
-$108.0K
6,742
+3%
增持
DUK
Duke Energy Corp
+$105.0K
10,298
+3%
减持
SCHE
Schwab Emerging Markets Equity ETF
-$104.0K
9,382
-24%
增持
MMM
3M Co
-$103.0K
6,133
+7%
增持
NKE
Nike Inc B
-$102.0K
4,044
+4%
减持
CPRT
Copart Inc
-$101.0K
3,829
-0%
增持
MCO
Moody's Corporation
-$100.0K
2,003
+1%
增持
MCD
McDonald's Corp
-$100.0K
5,592
+1%
增持
EME
Emcor Group, Inc
-$99.0K
7,859
+2%
增持
WMT
Wal-Mart Stores Inc
+$97.0K
9,682
+4%
增持
CHTR
Charter Communications Inc
+$94.0K
1,093
+42%
增持
WRB
W R Berkley Corp
+$92.0K
7,924
+50%
增持
OSK
Oshkosh Corp
-$91.0K
8,892
+2%
增持
SBUX
Starbucks Corp
+$91.0K
17,460
+36%
增持
TRMB
Trimble, Inc.
+$91.0K
11,639
+36%
减持
BR
Broadridge Financial Solutions Inc
-$90.0K
3,296
-0%
减持
CNI
Canadian National Railway Co
-$87.0K
3,650
-22%
增持
DEO
Diageo PLC ADR
-$85.0K
6,331
+2%
增持
BMRN
Biomarin Pharmaceutical Inc
-$83.0K
7,611
+0%
增持
MLR
Miller Industries, Inc
-$82.0K
17,463
+2%
增持
AMT
American Tower Corp
-$78.0K
2,057
+1%
增持
SYY
Sysco Corp
+$75.0K
13,486
+3%
减持
FXZ
First Trust Materials AlphaDEX ETF
+$74.0K
8,843
-2%
减持
—
Alcon AG
-$72.0K
9,099
-0%
增持
QQQ
PowerShares QQQ ETF
-$72.0K
2,543
+2%
增持
SCHA
Schwab US Small-Cap ETF
-$67.0K
14,808
+97%
增持
XLV
Health Care Select Sector SPDR ETF
+$64.0K
2,915
+22%
增持
—
Annaly Capital Management Inc
-$64.0K
106,785
+2%
减持
D
Dominion Energy Inc
-$63.0K
16,520
-12%
增持
FDS
Factset Research Systems, Inc.
-$63.0K
1,456
+2%
增持
PLOW
Douglas Dynamics, Inc.
-$56.0K
14,552
+2%
减持
FDX
FedEx Corp
-$56.0K
1,922
-1%
增持
VWO
Vanguard FTSE Emerging Markets ETF
-$55.0K
17,305
+0%
增持
BND
Vanguard Total Bond Market ETF
-$54.0K
17,208
+3%
减持
SPY
SPDR S&P 500 ETF
-$54.0K
778
-9%
减持
MA
Mastercard Inc A
-$54.0K
3,835
-3%
减持
KO
Coca Cola Co
+$51.0K
32,182
-2%
减持
IVV
iShares Core S&P 500 ETF
-$51.0K
485
-15%
减持
MDLZ
Mondelez Intl A
-$48.0K
12,129
-1%
增持
EQIX
Equinix Inc
-$48.0K
472
+0%
增持
NVDA
NVIDIA Corp
+$45.0K
3,683
+13%
减持
FMC
FMC Corp
-$44.0K
6,112
-21%
增持
GO
Grocery Outlet Holdings, Corp.
+$44.0K
8,735
+2%
增持
RYAAY
Ryanair Holdings PLC
-$40.0K
2,938
+2%
增持
FBND
Fidelity Total Bond ETF
-$40.0K
18,874
+2%
增持
UPS
United Parcel Service Inc B
+$39.0K
7,417
+2%
增持
—
Harsco Corp
-$38.0K
53,026
+29%
增持
IDV
iShares International Select Dividend ETF
+$38.0K
26,794
+3%
增持
—
Seattle Genetics Inc
-$38.0K
4,155
+1%
增持
SPGI
S&P Global Inc
-$37.0K
679
+2%
增持
NFLX
Netflix Inc
+$36.0K
1,162
+75%
减持
XLI
Industrial Select Sector SPDR ETF
-$35.0K
2,028
-12%
减持
SCHP
Schwab US TIPS ETF
-$34.0K
4,227
-8%
减持
TSLA
Tesla Inc
-$33.0K
2,337
-3%
