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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 6
增持 71
减持 51
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
XLK
Technology Select Sector SPDR ETF
-$4.4M
19,126
-55%
减持
SCHX
Schwab US Large-Cap ETF
-$3.3M
346,510
-1%
增持
AAPL
Apple Inc
-$2.0M
53,334
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。
+0%
增持
VTI
Vanguard Total Stock Market ETF
-$1.9M
55,304
+2%
增持
JCPB
JP Morgan Core Plus Bond ETF
+$1.6M
505,412
+14%
增持
SCHB
Schwab US Broad Market ETF
-$1.5M
173,537
+2%
减持
SCHZ
Schwab US Aggregate Bond ETF
-$1.3M
77,435
-22%
增持
XLU
Utilities Select Sector SPDR ETF
+$1.1M
19,836
+434%
减持
TSLA
Tesla Inc
-$1.0M
2,231
-5%
建仓
XLB
Materials Select Sector SPDR ETF
+$1.0M
13,737
增持
XLP
Consumer Staples Select Sector SPDR ETF
+$954.0K
19,335
+232%
增持
RH
RH
-$776.0K
7,675
+4%
清仓
NEM
Newmont Mining Corp
-$697.0K
0
-100%
增持
MSFT
Microsoft Corp
-$685.0K
14,606
+2%
增持
AMZN
Amazon.com Inc
-$665.0K
26,888
+2390%
增持
VIG
Vanguard Dividend Appreciation ETF
-$660.0K
55,018
+4%
清仓
WRB
W R Berkley Corp
-$527.0K
0
-100%
减持
—
Barrick Gold Corp
-$520.0K
59,659
-7%
清仓
AMT
American Tower Corp
-$516.0K
0
-100%
减持
VRTX
Vertex Pharmaceuticals Inc
-$485.0K
1,310
-60%
增持
SCHF
Schwab International Equity ETF
-$472.0K
139,043
+5%
增持
VOO
Vanguard S&P 500 ETF
-$466.0K
7,186
+1%
减持
SJM
JM Smucker Co
-$445.0K
3,175
-49%
增持
NVDA
NVIDIA Corp
-$438.0K
3,739
+2%
减持
—
Alcon AG
-$427.0K
4,219
-54%
增持
NTR
Nutrien LTD
-$420.0K
17,388
+0%
增持
PNC
PNC Financial Services Group Inc
-$415.0K
17,414
+2%
增持
BRK/B
Berkshire Hathaway Inc B
-$413.0K
5,622
+2%
增持
GLD
SPDR Gold Shares ETF
-$390.0K
36,561
+1%
增持
BHP
BHP Billiton LTD ADR
-$375.0K
20,153
+3%
清仓
PAYX
Paychex Inc
-$374.0K
0
-100%
增持
META
Facebook Inc A
-$357.0K
6,502
+3%
增持
JHMM
John Hancock Multifactor Mid Cap ETF
-$351.0K
67,066
+6%
建仓
NOC
Northrop Grumman Corp
+$350.0K
733
建仓
DFAI
Dimensional International Core Equity Market ETF
+$346.0K
14,354
增持
ADP
Automatic Data Processing Inc
-$333.0K
19,762
+0%
建仓
LHX
L3Harris Technologies Inc
+$328.0K
1,360
增持
COST
Costco Wholesale Corp
-$325.0K
3,429
+0%
清仓
ALGN
Align Technology Inc
-$313.0K
0
-100%
减持
GPK
Graphic Packaging Holding Co
-$305.0K
24,133
-40%
减持
—
Seattle Genetics Inc
-$299.0K
1,690
-59%
增持
PPG
PPG Industries Inc
-$291.0K
20,201
+2%
清仓
CLF
Cliffs Natural Resources Inc
-$289.0K
0
-100%
减持
SBUX
Starbucks Corp
-$287.0K
17,039
-2%
清仓
GO
Grocery Outlet Holdings, Corp.
-$286.0K
0
-100%
增持
CSCO
Cisco Systems Inc
-$265.0K
24,624
+4%
清仓
SCHP
Schwab US TIPS ETF
-$256.0K
0
-100%
清仓
RYAAY
Ryanair Holdings PLC
-$255.0K
0
-100%
增持
NSC
Norfolk Southern Corp
-$247.0K
4,758
+2%
减持
AGG
iShares Core US Aggregate Bond ETF
-$245.0K
3,017
-41%
减持
BND
Vanguard Total Bond Market ETF
-$244.0K
14,941
-13%
增持
QCOM
Qualcomm Inc
-$242.0K
11,258
+2%
清仓
IWM
iShares Russell 2000 ETF
-$237.0K
0
-100%
减持
NFLX
Netflix Inc
-$233.0K
1,159
-0%
清仓
KRG
Kite Realty Group
-$231.0K
0
-100%
增持
GOOGL
Alphabet Inc A
-$230.0K
414
+2%
减持
MLR
Miller Industries, Inc
-$229.0K
11,600
-34%
增持
WMT
Wal-Mart Stores Inc
+$229.0K
13,740
+42%
清仓
EW
Edwards Lifesciences Corp
-$227.0K
0
-100%
清仓
FXO
First Trust Financials AlphaDEX ETF
-$225.0K
0
-100%
清仓
PCAR
PACCAR Inc
-$225.0K
0
-100%
减持
BMRN
Biomarin Pharmaceutical Inc
-$223.0K
4,388
-42%
建仓
—
ASML Holding NV
+$223.0K
470
清仓
PG
Procter & Gamble Co
-$220.0K
0
-100%
清仓
—
Accenture PLC A
-$220.0K
0
-100%
清仓
IVV
iShares Core S&P 500 ETF
-$220.0K
0
-100%
清仓
DIS
Walt Disney Co
-$218.0K
0
-100%
增持
TSCO
Tractor Supply Co
-$213.0K
5,538
+0%
增持
XLV
Health Care Select Sector SPDR ETF
+$210.0K
4,749
+63%
清仓
FUTY
Fidelity MSCI Utilities ETF
-$209.0K
0
-100%
清仓
JPM
JP Morgan Chase & Co
-$209.0K
0
-100%
增持
QQQ
PowerShares QQQ ETF
-$209.0K
2,547
+0%
清仓
XLI
Industrial Select Sector SPDR ETF
-$208.0K
0
-100%
清仓
VTV
Vanguard Value ETF
-$207.0K
0
-100%
增持
INTC
Intel Corp
-$201.0K
22,800
+7%
减持
FXZ
First Trust Materials AlphaDEX ETF
-$190.0K
7,840
-11%
增持
ICE
Intercontinental Exchange Inc
-$187.0K
4,946
+0%
增持
VCSH
Vanguard Short-Term Corporate Bond ETF
+$179.0K
44,820
+8%
增持
—
Eaton Corp PLC
-$170.0K
6,776
+1%
减持
V
Visa Inc A
-$169.0K
5,633
-2%
减持
MA
Mastercard Inc A
-$166.0K
3,818
-0%
增持
UPS
United Parcel Service Inc B
-$165.0K
7,807
+5%
增持
SCHR
Schwab Intermediate-Term US Treasury ETF
+$165.0K
48,494
+10%
减持
TRMB
Trimble, Inc.
-$163.0K
11,612
-0%
增持
OSK
Oshkosh Corp
-$159.0K
8,963
+1%
减持
IJR
iShares S&P Small-Cap ETF
-$159.0K
5,869
-10%
增持
CHTR
Charter Communications Inc
+$156.0K
1,606
+47%
减持
SCHA
Schwab US Small-Cap ETF
-$156.0K
13,992
-6%
减持
FMC
FMC Corp
-$155.0K
6,071
-1%
增持
CVX
Chevron Corp
-$148.0K
10,324
+2%
增持
NKE
Nike Inc B
+$148.0K
6,774
+68%
减持
IDXX
IDEXX Laboratories Inc
-$143.0K
728
-0%
增持
DEO
Diageo PLC ADR
-$142.0K
6,572
+4%
增持
SCHO
Schwab Short-Term US Treasury ETF
+$141.0K
83,858
+4%
减持
MCO
Moody's Corporation
-$132.0K
1,998
-0%
减持
IWF
iShares Russell 1000 Growth ETF
-$125.0K
1,616
-6%
减持
FBND
Fidelity Total Bond ETF
-$123.0K
17,544
-7%
增持
HD
The Home Depot Inc
-$116.0K
5,883
+2%
减持
UNP
Union Pacific Corp
-$112.0K
1,533
-5%
增持
JJSF
J&J Snack Foods Corp
-$110.0K
7,601
+1%
增持
XLF
Financial Select Sector SPDR ETF
-$109.0K
22,940
+6%
减持
SCHH
Schwab US Real Estate ETF
-$109.0K
24,405
-3%
建仓
—
MeiraGTx Holdings PLC
+$108.0K
14,276
增持
—
Annaly Capital Management Inc
-$106.0K
109,243
+2%
减持
VBR
Vanguard Small-Cap Value ETF
-$106.0K
3,988
-0%
增持
IDV
iShares International Select Dividend ETF
-$103.0K
27,507
+3%
增持
GLW
Corning Inc
-$101.0K
31,481
+6%
增持
SCHD
Schwab US Dividend Equity ETF
-$101.0K
59,428
+8%
减持
LULU
Lululemon Athletica Inc
-$99.0K
1,045
-0%
增持
VUG
Vanguard Growth ETF
-$98.0K
1,518
+0%
增持
SE
Sea LTD
-$94.0K
3,738
+30%
增持
GOOG
Alphabet Inc C
-$93.0K
168
+2%
减持
D
Dominion Energy Inc
-$92.0K
16,438
-0%
增持
CVS
CVS Health Corp
-$92.0K
13,184
+2%
减持
PLOW
Douglas Dynamics, Inc.
-$87.0K
14,500
-0%
减持
TTC
Toro, Co.
-$87.0K
8,700
-0%
增持
ENB
Enbridge Inc
-$85.0K
27,349
+2%
增持
PFE
Pfizer Inc
+$83.0K
32,472
+4%
增持
—
BlackRock Inc
-$82.0K
542
+0%
增持
ABBV
AbbVie Inc
-$80.0K
10,247
+1%
减持
SCHM
Schwab US Mid-Cap ETF
-$79.0K
5,797
-1%
减持
CNI
Canadian National Railway Co
-$79.0K
3,646
-0%
减持
OLLI
Ollies Bargain Outlet Hldgs Inc
-$78.0K
9,507
-36%
减持
SSD
Simpson Manufacturing
-$76.0K
8,749
-0%
增持
PYPL
PayPal Holdings Inc
-$76.0K
5,975
+40%
减持
FDS
Factset Research Systems, Inc.
-$74.0K
1,452
-0%
增持
VWO
Vanguard FTSE Emerging Markets ETF
-$73.0K
17,429
+1%
增持
CRM
Salesforce.com Inc
-$73.0K
3,321
+13%
减持
SBAC
SBA Communications Corp A
-$72.0K
2,544
-1%
减持
DG
Dollar General Corp
-$72.0K
1,364
-25%
增持
BDX
Becton Dickinson & Co
-$71.0K
4,077
+1%
减持
CPRT
Copart Inc
-$66.0K
3,819
-0%
减持
BMY
Bristol-Myers Squibb Co
+$61.0K
17,738
-1%
增持
TSM
Taiwan Semiconductor Manufacturing Co LTD ADR
-$61.0K
3,631
+6%
减持
—
Exxon Mobil Corp
+$56.0K
21,961
-1%
减持
LMT
Lockheed Martin Corp
-$55.0K
3,135
-1%
减持
SPGI
S&P Global Inc
-$55.0K
663
-2%
增持
SYY
Sysco Corp
+$55.0K
13,652
+1%
减持
FDX
FedEx Corp
-$54.0K
1,724
-10%
减持
VCIT
Vanguard Interm-Term Corp Bond ETF
-$53.0K
4,624
-6%
增持
MMM
3M Co
-$51.0K
6,667
+9%
减持
FXN
First Trust Energy AlphaDEX ETF
-$49.0K
14,621
-12%
增持
SONY
Sony Group Corp ADR
-$45.0K
2,923
+5%
增持
BR
Broadridge Financial Solutions Inc
-$43.0K
3,300
+0%
增持
NOW
ServiceNow Inc
-$43.0K
1,318
+10%
增持
—
Medtronic PLC
-$41.0K
3,158
+8%
减持
EQIX
Equinix Inc
-$41.0K
471
-0%
增持
KO
Coca Cola Co
+$40.0K
32,348
+1%
增持
SPY
SPDR S&P 500 ETF
-$40.0K
825
+6%
减持
SPLV
PowerShares S&P 500 Low Volatility ETF
-$39.0K
6,949
-1%
