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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 13
增持 83
减持 49
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$4.2M
712,531
+11%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.8M
75,209
-45%
减持
AAPL
APPLE INC
+$1.6M
49,439
-3%
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
DFAI
DIMENSIONAL ETF TRUST
+$1.4M
146,862
+41%
减持
JNJ
JOHNSON & JOHNSON
-$1.3M
7,790
-45%
建仓
—
BROOKFIELD INFRASTRUCTURE CO
+$1.1M
23,480
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$993.0K
64,904
+9%
减持
XLV
SELECT SECTOR SPDR TR
-$992.5K
3,015
-70%
减持
XLP
SELECT SECTOR SPDR TR
-$966.1K
5,474
-70%
建仓
XLB
SELECT SECTOR SPDR TR
+$906.9K
11,243
增持
XLI
SELECT SECTOR SPDR TR
+$846.2K
14,782
+124%
减持
NSC
NORFOLK SOUTHN CORP
-$819.9K
2,173
-58%
建仓
CSX
CSX CORP
+$733.7K
24,506
增持
TSLA
TESLA INC
+$724.5K
8,528
+1%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$700.0K
0
-100%
增持
META
META PLATFORMS INC
+$689.4K
7,106
+5%
减持
DKS
DICKS SPORTING GOODS INC
+$642.1K
29,739
-0%
减持
SCHX
SCHWAB STRATEGIC TR
+$617.7K
303,854
-3%
减持
AMZN
AMAZON COM INC
+$613.0K
33,507
-1%
建仓
SON
SONOCO PRODS CO
+$566.1K
9,280
减持
SCHR
SCHWAB STRATEGIC TR
-$506.6K
24,143
-31%
清仓
—
IAA INC
-$457.5K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$453.4K
3,572
-3%
建仓
SCHH
SCHWAB STRATEGIC TR
+$451.3K
23,145
减持
MSFT
MICROSOFT CORP
+$405.7K
12,991
-7%
增持
SJM
SMUCKER J M CO
+$370.5K
5,348
+80%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$370.2K
83,770
+7%
减持
XLE
SELECT SECTOR SPDR TR
-$367.0K
27,214
-9%
增持
VMI
VALMONT INDS INC
+$363.7K
2,910
+70%
增持
SCHO
SCHWAB STRATEGIC TR
+$341.6K
121,576
+5%
减持
SCHB
SCHWAB STRATEGIC TR
+$340.3K
172,208
-2%
建仓
BALT
INNOVATOR ETFS TR
+$322.7K
11,850
减持
XLK
SELECT SECTOR SPDR TR
+$315.2K
17,554
-6%
增持
SCCO
SOUTHERN COPPER CORP
+$315.2K
16,576
+6%
建仓
AMAT
APPLIED MATLS INC
+$312.2K
2,542
增持
INTC
INTEL CORP
+$293.2K
37,550
+6%
建仓
MU
MICRON TECHNOLOGY INC
+$292.1K
4,841
增持
UNP
UNION PAC CORP
+$291.1K
3,149
+90%
增持
QCOM
QUALCOMM INC
+$290.8K
12,186
+6%
建仓
MAS
MASCO CORP
+$284.7K
5,727
建仓
EFA
ISHARES TR
+$281.1K
3,930
减持
OSK
OSHKOSH CORP
-$276.1K
6,052
-32%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$248.2K
1,595
-33%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$241.3K
19,980
+2%
增持
WMT
WALMART INC
+$239.1K
15,558
+7%
清仓
PFE
PFIZER INC
-$231.6K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO
-$226.8K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$216.8K
7,193
+6%
增持
NKE
NIKE INC
+$213.3K
12,003
+12%
减持
SBUX
STARBUCKS CORP
-$211.9K
13,417
-17%
增持
GOOGL
ALPHABET INC
+$206.2K
12,294
+1%
清仓
—
SEAGEN INC
-$205.4K
0
-100%
增持
—
ACTIVISION BLIZZARD INC
+$202.1K
5,755
+52%
建仓
IVV
ISHARES TR
+$201.9K
491
建仓
FXZ
FIRST TR EXCHANGE TRADED FD
+$201.1K
3,078
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$199.2K
44,392
+5%
增持
SSD
SIMPSON MFG INC
+$196.6K
8,737
+2%
增持
PNC
PNC FINL SVCS GROUP INC
-$195.9K
8,190
+5%
增持
—
BARRICK GOLD CORP
+$192.8K
69,369
+9%
增持
—
EATON CORP PLC
+$184.6K
7,514
+7%
增持
CSCO
CISCO SYS INC
+$183.3K
27,236
+5%
增持
GLW
CORNING INC
+$181.3K
36,271
+5%
减持
VOO
VANGUARD INDEX FDS
+$172.4K
7,260
-0%
增持
COST
COSTCO WHSL CORP NEW
+$163.1K
3,417
+2%
增持
SYK
STRYKER CORPORATION
+$163.0K
3,601
+2%
增持
DOW
DOW INC
+$158.8K
25,376
+4%
增持
MCD
MCDONALDS CORP
+$157.1K
5,874
+4%
增持
RH
RH
-$155.8K
7,097
+1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$149.4K
2,110
+66%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$145.9K
32,869
增持
—
ASML HOLDING N V
+$143.3K
782
+10%
增持
QQQ
INVESCO QQQ TR
+$141.7K
2,563
+0%
增持
CVS
CVS HEALTH CORP
-$136.0K
15,135
+12%
增持
MAIN
MAIN STR CAP CORP
+$134.7K
30,484
+5%
增持
PPG
PPG INDS INC
+$132.0K
14,173
+1%
减持
—
EXXON MOBIL CORP
-$124.5K
21,625
-4%
增持
SCHD
SCHWAB STRATEGIC TR
-$123.9K
69,223
+1%
减持
SCHA
SCHWAB STRATEGIC TR
-$112.1K
7,827
-28%
增持
VZ
VERIZON COMMUNICATIONS INC
+$107.3K
31,621
+11%
增持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$106.6K
8,972
+2%
增持
NOW
SERVICENOW INC
+$106.2K
1,313
+1%
减持
D
DOMINION ENERGY INC
-$101.2K
16,176
-1%
减持
GLD
SPDR GOLD TR
+$100.0K
12,282
-3%
增持
EME
EMCOR GROUP INC
+$99.1K
5,820
+2%
减持
CPRT
COPART INC
+$96.2K
7,074
-1%
增持
CVX
CHEVRON CORP NEW
-$95.7K
10,105
+4%
增持
NOC
NORTHROP GRUMMAN CORP
+$84.7K
993
+45%
减持
VTI
VANGUARD INDEX FDS
-$80.9K
50,924
-7%
增持
DEO
DIAGEO PLC
+$80.3K
7,321
+5%
增持
GGG
GRACO INC
+$80.2K
11,636
+2%
减持
BND
VANGUARD BD INDEX FDS
-$78.6K
4,404
-22%
增持
BHP
BHP GROUP LTD
+$78.1K
22,897
+3%
增持
ATR
APTARGROUP INC
+$75.5K
7,581
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$71.7K
5,371
-7%
减持
LFUS
LITTELFUSE INC
-$70.6K
3,492
-24%
增持
NTR
NUTRIEN LTD
+$69.2K
18,360
+4%
增持
TSCO
TRACTOR SUPPLY CO
+$68.1K
4,953
+2%
增持
SYY
SYSCO CORP
+$67.5K
14,636
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$59.2K
5,247
+4%
增持
MNRO
MONRO INC
+$58.4K
11,663
+2%
减持
NFLX
NETFLIX INC
+$55.7K
1,148
-1%
减持
MA
MASTERCARD INCORPORATED
+$55.3K
3,635
-0%
增持
ENB
ENBRIDGE INC
+$53.5K
30,704
+7%
增持
PLOW
DOUGLAS DYNAMICS INC
-$52.9K
14,500
+2%
增持
HD
HOME DEPOT INC
-$52.4K
5,582
+4%
增持
CMI
CUMMINS INC
+$52.2K
5,015
+6%
减持
MCO
MOODYS CORP
+$49.8K
1,878
-0%
增持
FDS
FACTSET RESH SYS INC
+$48.7K
2,324
+2%
减持
V
VISA INC
+$47.5K
3,860
-3%
增持
ABBV
ABBVIE INC
+$45.0K
10,458
+4%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$44.8K
1,485
+1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$43.3K
13,869
+5%
增持
—
MEDTRONIC PLC
+$43.0K
3,481
+14%
增持
—
UNILEVER PLC
+$41.3K
14,610
+3%
增持
INTU
INTUIT
+$40.2K
697
+0%
增持
TRMB
TRIMBLE INC
+$39.6K
14,500
+2%
增持
BDX
BECTON DICKINSON & CO
+$38.6K
4,719
+6%
减持
IJR
ISHARES TR
-$38.6K
4,074
-11%
减持
VUG
VANGUARD INDEX FDS
-$37.7K
1,011
-26%
减持
EQIX
EQUINIX INC
+$28.3K
438
-0%
增持
NVS
NOVARTIS AG
+$28.1K
8,363
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$27.6K
18,637
+6%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$25.4K
4,083
+0%
增持
PYPL
PAYPAL HLDGS INC
+$22.3K
3,720
+2%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$21.1K
5,793
-3%
增持
LMT
LOCKHEED MARTIN CORP
+$20.0K
3,234
+4%
增持
MMM
3M CO
-$19.4K
8,399
+12%
减持
ISRG
INTUITIVE SURGICAL INC
-$18.4K
1,463
-1%
增持
SNOW
SNOWFLAKE INC
+$17.8K
1,485
+1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$16.5K
15,415
-5%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$15.8K
14,136
+4%
减持
FMC
FMC CORP
-$15.5K
5,427
-0%
增持
SCHM
SCHWAB STRATEGIC TR
+$13.8K
5,698
+0%
减持
CRM
SALESFORCE INC
-$13.1K
1,902
-36%
增持
WPC
WP CAREY INC
-$13.0K
21,698
+0%
增持
IDV
ISHARES TR
+$12.7K
28,928
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$12.0K
597
-1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$11.4K
8,737
-0%
增持
DUK
DUKE ENERGY CORP NEW
-$11.3K
11,715
+6%
减持
MDLZ
MONDELEZ INTL INC
-$10.0K
9,720
-6%
减持
EVRG
EVERGY INC
-$9.9K
5,395
-0%
减持
PM
PHILIP MORRIS INTL INC
-$9.5K
2,388
-0%
减持
GOOG
ALPHABET INC
-$8.5K
3,183
-17%
减持
—
ALCON AG
+$7.3K
3,975
-0%
减持
BJUL
INNOVATOR ETFS TR
-$6.8K
7,898
-8%
减持
VBR
VANGUARD INDEX FDS
-$6.7K
3,981
-1%
增持
MRK
MERCK & CO INC
-$6.5K
2,586
+2%
增持
CACI
CACI INTL INC
+$5.5K
2,919
+2%
增持
PEP
PEPSICO INC
+$5.2K
2,687
+0%
增持
XLU
SELECT SECTOR SPDR TR
-$5.1K
3,080
+2%
