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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 7
增持 46
减持 80
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
DKS
Dicks Sporting Goods Inc
+$3.1M
29,741
减持
SCHZ
Schwab US Aggregate Bond ETF
-$2.9M
18,331
-76%
减持
GLD
SPDR Gold Shares ETF
-$2.8M
21,651
-41%
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
JCPB
JP Morgan Core Plus Bond ETF
+$2.4M
582,555
+15%
增持
DFAI
Dimensional International Core Equity Market ETF
+$2.0M
107,433
+648%
减持
PFE
Pfizer Inc
-$1.5M
4,904
-85%
增持
AGG
iShares Core US Aggregate Bond ETF
+$1.3M
17,038
+465%
减持
PNC
PNC Financial Services Group Inc
-$1.1M
10,753
-38%
清仓
XLB
Materials Select Sector SPDR ETF
-$1.0M
0
-100%
建仓
DOW
Dow Inc
+$1.0M
22,950
增持
WPC
W.P. Carey Inc
+$1.0M
21,608
+257%
减持
SCHX
Schwab US Large-Cap ETF
-$977.0K
342,347
-1%
减持
SCHF
Schwab International Equity ETF
-$804.0K
126,840
-9%
增持
SCHO
Schwab Short-Term US Treasury ETF
+$667.0K
99,282
+18%
清仓
—
Annaly Capital Management Inc
-$645.0K
0
-100%
减持
MSFT
Microsoft Corp
-$548.0K
13,754
-6%
减持
VCSH
Vanguard Short-Term Corporate Bond ETF
-$544.0K
38,697
-14%
减持
BND
Vanguard Total Bond Market ETF
-$531.0K
8,322
-44%
清仓
SCHH
Schwab US Real Estate ETF
-$514.0K
0
-100%
建仓
NLY
Annaly Capital Management Inc
+$456.0K
26,618
减持
CHTR
Charter Communications Inc
-$455.0K
982
-39%
增持
VTI
Vanguard Total Stock Market ETF
-$452.0K
55,603
+1%
清仓
FXZ
First Trust Materials AlphaDEX ETF
-$443.0K
0
-100%
减持
SCHB
Schwab US Broad Market ETF
-$432.0K
172,346
-1%
减持
META
Facebook Inc A
-$423.0K
4,612
-29%
减持
XLF
Financial Select Sector SPDR ETF
-$407.0K
10,348
-55%
减持
UPS
United Parcel Service Inc B
-$399.0K
6,352
-19%
清仓
FDX
FedEx Corp
-$390.0K
0
-100%
增持
ICE
Intercontinental Exchange Inc
+$381.0K
9,365
+89%
建仓
EVRG
EVERGY INC COM
+$341.0K
5,753
减持
V
Visa Inc A
-$337.0K
4,350
-23%
清仓
DG
Dollar General Corp
-$334.0K
0
-100%
清仓
—
BlackRock Inc
-$330.0K
0
-100%
增持
VZ
Verizon Communications Inc
-$322.0K
26,805
+2%
增持
GOOGL
Alphabet Inc A
+$313.0K
12,711
+2970%
清仓
SPY
SPDR S&P 500 ETF
-$311.0K
0
-100%
清仓
TSM
Taiwan Semiconductor Manufacturing Co LTD ADR
-$296.0K
0
-100%
建仓
ISRG
Intuitive Surgical Inc
+$293.0K
1,568
增持
TSLA
Tesla Inc
+$292.0K
6,766
+203%
清仓
LULU
Lululemon Athletica Inc
-$284.0K
0
-100%
减持
KO
Coca Cola Co
-$273.0K
31,468
-3%
建仓
SNOW
Snowflake Inc
+$266.0K
1,568
清仓
MLR
Miller Industries, Inc
-$262.0K
0
-100%
减持
ADP
Automatic Data Processing Inc
+$257.0K
19,487
-1%
清仓
SE
Sea LTD
-$249.0K
0
-100%
增持
INTC
Intel Corp
-$246.0K
23,518
+3%
减持
XLV
Health Care Select Sector SPDR ETF
-$242.0K
3,034
-36%
清仓
—
CDK Global Inc
-$233.0K
0
-100%
减持
RTX
Raytheon Technologies Corp
-$232.0K
12,931
-4%
增持
FMC
FMC Corp
+$231.0K
8,326
+37%
减持
ABBV
AbbVie Inc
-$230.0K
9,980
-3%
减持
GPK
Graphic Packaging Holding Co
-$227.0K
13,536
-44%
清仓
SCHE
Schwab Emerging Markets Equity ETF
-$225.0K
0
-100%
清仓
—
ASML Holding NV
-$223.0K
0
-100%
建仓
—
Invesco BulletShares 2022 Corporate Bond ETF
+$220.0K
10,407
减持
SCHR
Schwab Intermediate-Term US Treasury ETF
-$218.0K
46,485
-4%
减持
SYY
Sysco Corp
-$211.0K
13,375
-2%
减持
SSD
Simpson Manufacturing
-$207.0K
8,587
-2%
减持
QCOM
Qualcomm Inc
-$205.0K
10,921
-3%
减持
JNJ
Johnson & Johnson
-$205.0K
14,164
-0%
清仓
MUB
iShares National Muni Bond ETF
-$204.0K
0
-100%
增持
FXN
First Trust Energy AlphaDEX ETF
+$198.0K
26,492
+81%
减持
NKE
Nike Inc B
-$179.0K
6,182
-9%
减持
D
Dominion Energy Inc
-$176.0K
16,432
-0%
减持
HD
The Home Depot Inc
-$172.0K
5,222
-11%
减持
LMT
Lockheed Martin Corp
-$167.0K
3,059
-2%
减持
BRK/B
Berkshire Hathaway Inc B
-$167.0K
5,121
-9%
减持
XLP
Consumer Staples Select Sector SPDR ETF
-$160.0K
18,512
-4%
减持
DUK
Duke Energy Corp
-$159.0K
10,457
-1%
减持
ENB
Enbridge Inc
-$154.0K
27,004
-1%
减持
BMY
Bristol-Myers Squibb Co
-$144.0K
17,185
-3%
减持
MCD
McDonald's Corp
-$142.0K
5,544
-4%
增持
—
Barrick Gold Corp
-$130.0K
59,722
+0%
减持
CNI
Canadian National Railway Co
-$128.0K
2,620
-28%
减持
XLU
Utilities Select Sector SPDR ETF
-$128.0K
19,294
-3%
增持
NOW
ServiceNow Inc
-$127.0K
1,323
+0%
增持
MAIN
Main Street Capital Corp
-$124.0K
26,878
+1%
增持
MMM
3M Co
-$121.0K
6,713
+1%
减持
MA
Mastercard Inc A
-$121.0K
3,811
-0%
减持
NVDA
NVIDIA Corp
-$120.0K
3,675
-2%
增持
IDV
iShares International Select Dividend ETF
-$119.0K
27,895
+1%
减持
AMZN
Amazon.com Inc
+$119.0K
26,321
-2%
减持
OSK
Oshkosh Corp
-$117.0K
8,817
-2%
增持
VOO
Vanguard S&P 500 ETF
-$117.0K
7,236
+1%
增持
XLK
Technology Select Sector SPDR ETF
-$113.0K
19,523
+2%
减持
FBND
Fidelity Total Bond ETF
-$113.0K
15,834
-10%
减持
PPG
PPG Industries Inc
-$110.0K
19,868
-2%
减持
NSC
Norfolk Southern Corp
-$109.0K
4,636
-3%
减持
WMT
Wal-Mart Stores Inc
+$109.0K
13,723
-0%
清仓
—
MeiraGTx Holdings PLC
-$108.0K
0
-100%
减持
OLLI
Ollies Bargain Outlet Hldgs Inc
-$103.0K
8,822
-7%
增持
—
Exxon Mobil Corp
+$101.0K
22,689
+3%
增持
TRMB
Trimble, Inc.
+$97.0K
14,250
+23%
减持
JJSF
J&J Snack Foods Corp
-$95.0K
7,466
-2%
减持
SBAC
SBA Communications Corp A
-$93.0K
2,533
-0%
减持
EME
Emcor Group, Inc
+$92.0K
8,585
-2%
减持
MDLZ
Mondelez Intl A
-$91.0K
11,975
-1%
减持
IJR
iShares S&P Small-Cap ETF
-$91.0K
5,181
-12%
增持
BDX
Becton Dickinson & Co
-$89.0K
4,111
+1%
减持
RH
RH
+$88.0K
6,980
-9%
减持
CACI
CACI International Inc
-$87.0K
3,434
-2%
减持
CVX
Chevron Corp
-$84.0K
9,816
-5%
增持
VWO
Vanguard FTSE Emerging Markets ETF
-$81.0K
17,672
+1%
减持
CRM
Salesforce.com Inc
-$81.0K
3,248
-2%
减持
TTC
Toro, Co.
+$80.0K
8,550
-2%
增持
BHP
BHP Billiton LTD ADR
-$79.0K
21,053
+4%
增持
ATR
AptarGroup Inc
+$78.0K
7,175
+23%
减持
SCHA
Schwab US Small-Cap ETF
-$72.0K
12,519
-11%
增持
NVS
Novartis AG ADR
-$68.0K
8,606
+1%
减持
NFLX
Netflix Inc
+$68.0K
1,151
-1%
增持
—
Seattle Genetics Inc
-$67.0K
1,696
+0%
减持
SBUX
Starbucks Corp
+$66.0K
16,235
-5%
增持
SCHD
Schwab US Dividend Equity ETF
-$66.0K
63,083
+6%
增持
GLW
Corning Inc
-$64.0K
31,956
+2%
增持
VRTX
Vertex Pharmaceuticals Inc
+$63.0K
1,493
+14%
减持
PYPL
PayPal Holdings Inc
-$62.0K
4,135
-31%
减持
TSCO
Tractor Supply Co
-$62.0K
5,443
-2%
减持
MCO
Moody's Corporation
-$58.0K
1,997
-0%
减持
COST
Costco Wholesale Corp
-$58.0K
3,357
-2%
增持
—
Eaton Corp PLC
+$57.0K
6,826
+1%
减持
NTR
Nutrien LTD
+$54.0K
17,268
-1%
减持
ENR
Energizer Holdings, Inc
-$53.0K
14,250
-2%
增持
CMI
Cummins Inc
+$53.0K
4,529
+1%
增持
CSCO
Cisco Systems Inc
-$52.0K
24,942
+1%
增持
DLTR
Dollar Tree Inc
-$50.0K
2,526
+0%
增持
GOOG
Alphabet Inc C
-$50.0K
3,303
+1866%
增持
—
Alcon AG
-$48.0K
4,229
+0%
减持
VUG
Vanguard Growth ETF
-$48.0K
1,359
-10%
减持
PM
Philip Morris International Inc
-$45.0K
2,416
-3%
增持
LFUS
Littelfuse Inc
-$37.0K
4,287
+23%
增持
VIG
Vanguard Dividend Appreciation ETF
+$35.0K
58,659
+7%
增持
SONY
Sony Group Corp ADR
-$34.0K
3,214
+10%
减持
—
Unilever PLC ADR
-$33.0K
15,278
-0%
增持
QQQ
PowerShares QQQ ETF
-$32.0K
2,551
+0%
减持
SPLV
PowerShares S&P 500 Low Volatility ETF
-$30.0K
6,934
-0%
减持
TMO
Thermo Fisher Scientific Inc
-$27.0K
576
-2%
增持
—
Medtronic PLC
-$27.0K
3,180
+1%
增持
DEO
Diageo PLC ADR
-$23.0K
6,607
+1%
减持
SJM
JM Smucker Co
+$23.0K
3,123
-2%
增持
VBR
Vanguard Small-Cap Value ETF
-$23.0K
4,007
+0%
减持
SPGI
S&P Global Inc
-$22.0K
659
-1%
增持
VCIT
Vanguard Interm-Term Corp Bond ETF
-$20.0K
4,625
+0%
减持
MRK
Merck & Co Inc
-$19.0K
2,538
-2%
减持
XLE
Energy Select Sector SPDR ETF
-$18.0K
19,369
-2%
减持
—
IAA, Inc
-$18.0K
11,438
-2%
增持
PEP
Pepsico Inc
+$18.0K
2,680
+7%
减持
IWF
iShares Russell 1000 Growth ETF
-$18.0K
1,593
-1%
减持
PLOW
Douglas Dynamics, Inc.
-$17.0K
14,250
-2%
减持
—
Activision Blizzard Inc
-$16.0K
4,075
-0%
减持
CVS
CVS Health Corp
+$16.0K
12,976
-2%
