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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 9
增持 69
减持 64
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.8M
642,836
+10%
清仓
AGG
iShares Core US Aggregate Bond ETF
-$1.6M
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$1.2M
29,966
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。
+55%
减持
GLD
SPDR GOLD TR
-$1.2M
12,676
-41%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.1M
59,288
+1%
减持
XLU
SELECT SECTOR SPDR TR
-$1.0M
3,030
-84%
增持
XLV
SELECT SECTOR SPDR TR
+$1.0M
10,179
+235%
增持
SCHD
SCHWAB STRATEGIC TR
+$998.2K
68,682
+9%
建仓
SCCO
SOUTHERN COPPER CORP
+$948.7K
15,710
增持
SCHF
SCHWAB STRATEGIC TR
+$810.3K
135,929
+7%
增持
SCHO
SCHWAB STRATEGIC TR
+$799.1K
115,882
+17%
增持
TSLA
TESLA INC
-$749.3K
8,481
+25%
增持
NKE
NIKE INC
+$745.7K
10,758
+74%
减持
AAPL
APPLE INC
-$706.7K
50,768
-4%
增持
SCHB
SCHWAB STRATEGIC TR
+$663.8K
176,296
+2%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$661.7K
78,227
+12%
建仓
XLI
SELECT SECTOR SPDR TR
+$649.5K
6,613
建仓
VMI
VALMONT INDS INC
+$565.4K
1,710
减持
SCHR
SCHWAB STRATEGIC TR
-$559.8K
35,023
-25%
减持
—
EXXON MOBIL CORP
+$514.9K
22,628
-0%
减持
VTI
VANGUARD INDEX FDS
+$495.6K
54,786
-1%
清仓
NLY
Annaly Capital Management Inc
-$456.0K
0
-100%
减持
PPG
PPG INDS INC
-$437.9K
14,006
-30%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$427.9K
5,745
减持
SCHX
SCHWAB STRATEGIC TR
-$418.3K
311,843
-9%
建仓
—
ASML HOLDING N V
+$389.0K
712
减持
PNC
PNC FINL SVCS GROUP INC
-$369.2K
7,831
-27%
清仓
ENR
Energizer Holdings, Inc
-$358.0K
0
-100%
清仓
VCIT
Vanguard Interm-Term Corp Bond ETF
-$350.0K
0
-100%
增持
FDS
FACTSET RESH SYS INC
+$346.0K
2,283
+60%
减持
CVX
CHEVRON CORP NEW
+$334.5K
9,719
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$327.8K
3,101
+1%
增持
INTC
INTEL CORP
+$327.6K
35,322
+50%
增持
BHP
BHP GROUP LTD
+$320.9K
22,141
+5%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$310.8K
42,356
+9%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$310.5K
13,561
+5%
增持
NSC
NORFOLK SOUTHN CORP
+$308.6K
5,197
+12%
清仓
CHTR
Charter Communications Inc
-$297.0K
0
-100%
减持
DFAI
DIMENSIONAL ETF TRUST
+$290.5K
104,132
-3%
增持
ABBV
ABBVIE INC
+$282.7K
10,035
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$282.5K
19,633
+1%
增持
WMT
WALMART INC
+$275.9K
14,492
+6%
增持
SYK
STRYKER CORPORATION
+$274.1K
3,538
+21%
建仓
INTU
INTUIT
+$270.5K
695
清仓
GPK
Graphic Packaging Holding Co
-$267.0K
0
-100%
建仓
BJUL
INNOVATOR ETFS TR
+$264.9K
8,568
增持
HD
HOME DEPOT INC
+$258.7K
5,381
+3%
增持
KO
COCA COLA CO
+$258.7K
31,767
+1%
增持
CSCO
CISCO SYS INC
+$243.4K
26,037
+4%
减持
SBUX
STARBUCKS CORP
+$242.1K
16,220
-0%
建仓
JPM
JPMORGAN CHASE & CO
+$226.8K
1,691
增持
CMI
CUMMINS INC
+$224.8K
4,729
+4%
增持
DOW
DOW INC
+$224.3K
24,455
+7%
清仓
—
Invesco BulletShares 2022 Corporate Bond ETF
-$220.0K
0
-100%
增持
BDX
BECTON DICKINSON & CO
+$213.7K
4,442
+8%
建仓
KRG
KITE RLTY GROUP TR
+$208.1K
9,888
增持
MCD
MCDONALDS CORP
+$206.3K
5,636
+2%
清仓
SONY
Sony Group Corp ADR
-$205.0K
0
-100%
减持
FMC
FMC CORP
-$201.7K
5,435
-35%
增持
JNJ
JOHNSON & JOHNSON
+$199.3K
14,222
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$193.9K
5,053
-1%
增持
—
EATON CORP PLC
+$192.9K
7,027
+3%
增持
META
META PLATFORMS INC
+$191.6K
6,786
+47%
减持
BND
VANGUARD BD INDEX FDS
-$189.3K
5,620
-32%
增持
WPC
WP CAREY INC
+$185.6K
21,671
+0%
增持
VOO
VANGUARD INDEX FDS
+$182.9K
7,280
+1%
减持
MA
MASTERCARD INCORPORATED
+$182.7K
3,640
-4%
增持
GLW
CORNING INC
+$171.4K
34,388
+8%
增持
—
BARRICK GOLD CORP
+$170.3K
63,757
+7%
增持
DUK
DUKE ENERGY CORP NEW
+$169.4K
11,083
+6%
增持
RH
RH
+$167.2K
7,052
+1%
增持
MAIN
MAIN STR CAP CORP
+$164.2K
28,910
+8%
增持
MMM
3M CO
+$161.3K
7,524
+12%
增持
OSK
OSHKOSH CORP
+$160.5K
8,838
+0%
增持
LFUS
LITTELFUSE INC
+$155.8K
4,572
+7%
增持
IDV
ISHARES TR
+$154.5K
28,811
+3%
增持
UPS
UNITED PARCEL SERVICE INC
+$152.6K
6,780
+7%
增持
NTR
NUTRIEN LTD
-$152.4K
17,618
+2%
减持
GOOGL
ALPHABET INC
-$145.9K
12,117
-5%
减持
EME
EMCOR GROUP INC
-$143.8K
5,720
-33%
减持
XLP
SELECT SECTOR SPDR TR
+$140.1K
18,445
-0%
增持
ATR
APTARGROUP INC
+$139.5K
7,460
+4%
增持
MSFT
MICROSOFT CORP
+$136.5K
13,925
+1%
减持
D
DOMINION ENERGY INC
-$129.4K
16,399
-0%
增持
AMZN
AMAZON COM INC
-$126.1K
33,904
+29%
增持
DEO
DIAGEO PLC
+$125.1K
6,993
+6%
增持
SYY
SYSCO CORP
+$117.9K
13,903
+4%
增持
ENB
ENBRIDGE INC
+$116.8K
28,589
+6%
减持
FBND
FIDELITY MERRIMACK STR TR
-$108.3K
13,210
-17%
增持
VZ
VERIZON COMMUNICATIONS INC
+$105.4K
28,487
+6%
减持
JJSF
J & J SNACK FOODS CORP
+$104.7K
7,152
-4%
减持
MNRO
MONRO INC
-$103.9K
11,463
-20%
减持
ISRG
INTUITIVE SURGICAL INC
+$99.2K
1,478
-6%
减持
PYPL
PAYPAL HLDGS INC
-$94.8K
3,653
-12%
减持
TTC
TORO CO
-$93.8K
5,700
-33%
增持
NVDA
NVIDIA CORPORATION
+$92.8K
3,687
+0%
减持
SCHZ
SCHWAB STRATEGIC TR
-$90.4K
16,202
-12%
减持
NVS
NOVARTIS AG
+$87.3K
8,171
-5%
减持
TSCO
TRACTOR SUPPLY CO
+$85.0K
4,872
-10%
增持
GGG
GRACO INC
+$84.4K
11,439
+0%
减持
CRM
SALESFORCE INC
-$73.9K
2,965
-9%
增持
NFLX
NETFLIX INC
+$70.9K
1,156
+0%
增持
VBR
VANGUARD INDEX FDS
+$64.7K
4,022
+0%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$56.4K
2,371
-6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$56.0K
17,958
+2%
减持
SNOW
SNOWFLAKE INC
-$54.7K
1,472
-6%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$53.8K
8,771
-6%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$51.4K
4,082
-7%
减持
V
VISA INC
+$50.7K
3,960
-9%
增持
COST
COSTCO WHSL CORP NEW
-$50.2K
3,362
+0%
减持
—
UNILEVER PLC
+$48.4K
14,249
-7%
增持
XLF
SELECT SECTOR SPDR TR
+$48.2K
10,591
+2%
减持
IDXX
IDEXX LABS INC
+$47.8K
708
-5%
增持
PEP
PEPSICO INC
+$47.7K
2,683
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$43.1K
17,569
+2%
减持
SJM
SMUCKER J M CO
+$42.1K
2,973
-5%
减持
PM
PHILIP MORRIS INTL INC
+$41.8K
2,389
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$40.1K
603
+5%
减持
MCO
MOODYS CORP
+$39.9K
1,884
-6%
减持
CACI
CACI INTL INC
-$36.6K
2,859
-17%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$33.2K
3,301
+0%
减持
SCHA
SCHWAB STRATEGIC TR
-$32.7K
10,869
-13%
减持
IWF
ISHARES TR
-$32.4K
1,413
-11%
减持
MDLZ
MONDELEZ INTL INC
+$31.7K
10,318
-14%
增持
QCOM
QUALCOMM INC
+$30.9K
11,496
+5%
增持
CPRT
COPART INC
+$30.8K
7,157
+88%
减持
NOC
NORTHROP GRUMMAN CORP
+$30.7K
685
-6%
减持
—
ALCON AG
+$27.1K
3,984
-6%
增持
UNP
UNION PAC CORP
+$26.7K
1,655
+2%
减持
—
SEAGEN INC
-$26.6K
1,598
-6%
减持
SCHM
SCHWAB STRATEGIC TR
+$23.8K
5,682
-2%
增持
CVS
CVS HEALTH CORP
+$23.7K
13,528
+4%
增持
GOOG
ALPHABET INC
+$22.6K
3,827
+16%
减持
EQIX
EQUINIX INC
+$20.6K
439
-7%
减持
IJR
ISHARES TR
-$18.5K
4,570
-12%
减持
—
MEDTRONIC PLC
-$18.3K
3,058
-4%
减持
XLK
SELECT SECTOR SPDR TR
+$17.6K
18,769
-4%
减持
PFE
PFIZER INC
+$17.6K
4,519
-8%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$17.4K
5,987
-14%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$17.4K
1,271
-7%
减持
FNCL
FIDELITY COVINGTON TRUST
+$16.8K
5,983
-5%
减持
—
ACTIVISION BLIZZARD INC
-$11.5K
3,795
-7%
减持
DLTR
DOLLAR TREE INC
-$11.2K
2,346
-7%
减持
CNI
CANADIAN NATL RY CO
+$9.6K
2,453
-6%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$8.9K
1,465
-2%
减持
SPGI
S&P GLOBAL INC
+$7.3K
622
-6%
减持
NOW
SERVICENOW INC
+$5.0K
1,298
-2%
减持
EA
ELECTRONIC ARTS INC
-$1.5K
2,320
-6%
减持
EVRG
EVERGY INC
-$1.4K
5,397
-6%
增持
QQQ
INVESCO QQQ TR
-$280
2,556
+0%
