小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 5
增持 83
减持 53
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
ARCC
ARES CAPITAL CORP
+$1.3M
64,735
增持
BSTP
INNOVATOR ETFS TR
+$1.2M
54,552
+586%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$1.2M
0
-100%
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
AAPL
APPLE INC
-$1.1M
48,773
+0%
清仓
BJUN
INNOVATOR ETFS TR
-$873.2K
0
-100%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$814.1K
806,559
+7%
清仓
IDV
ISHARES TR
-$780.4K
0
-100%
减持
SCHO
SCHWAB STRATEGIC TR
-$749.1K
87,607
-15%
减持
XLP
SELECT SECTOR SPDR TR
-$723.7K
4,423
-68%
建仓
SCHG
SCHWAB STRATEGIC TR
+$613.2K
8,432
减持
SCHX
SCHWAB STRATEGIC TR
-$571.2K
312,401
-0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$558.1K
39,402
-15%
清仓
DG
DOLLAR GEN CORP NEW
-$522.9K
0
-100%
增持
XLI
SELECT SECTOR SPDR TR
+$465.4K
8,941
+118%
建仓
TLT
ISHARES TR
+$411.1K
4,635
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$409.6K
20,040
-0%
清仓
AGG
ISHARES TR
-$399.6K
0
-100%
减持
RTX
RTX CORPORATION
-$393.2K
14,782
-1%
清仓
AMAT
APPLIED MATLS INC
-$389.0K
0
-100%
减持
MDLZ
MONDELEZ INTL INC
-$361.4K
5,298
-47%
增持
—
EXXON MOBIL CORP
+$354.0K
22,996
+5%
清仓
INTU
INTUIT
-$341.4K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$323.6K
1,699
-33%
减持
WPC
WP CAREY INC
-$315.3K
19,580
-4%
减持
SCHB
SCHWAB STRATEGIC TR
-$312.7K
167,207
-0%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$308.3K
4,226
+93%
减持
XLK
SELECT SECTOR SPDR TR
-$307.5K
21,394
-2%
减持
MSFT
MICROSOFT CORP
-$303.3K
11,817
-0%
增持
VTI
VANGUARD INDEX FDS
-$302.7K
44,508
+0%
增持
VOO
VANGUARD INDEX FDS
+$300.3K
8,268
+14%
减持
—
BARRICK GOLD CORP
-$292.9K
66,555
-11%
减持
PPG
PPG INDS INC
-$278.1K
14,262
-1%
增持
KO
COCA COLA CO
+$273.6K
41,190
+22%
增持
DFAI
DIMENSIONAL ETF TRUST
+$248.3K
164,332
+11%
减持
GLD
SPDR GOLD TR
-$243.2K
11,687
-7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$237.6K
66,074
+2%
清仓
MRK
MERCK & CO INC
-$236.4K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$234.1K
0
-100%
建仓
IEF
ISHARES TR
+$216.3K
2,362
减持
MCD
MCDONALDS CORP
-$216.2K
5,746
-1%
建仓
IJUL
INNOVATOR ETFS TR
+$210.6K
8,273
减持
OSK
OSHKOSH CORP
-$210.6K
3,285
-46%
增持
BALT
INNOVATOR ETFS TR
+$209.1K
21,126
+56%
增持
SCHR
SCHWAB STRATEGIC TR
+$201.0K
27,061
+22%
减持
SCHD
SCHWAB STRATEGIC TR
-$195.0K
70,160
-1%
增持
RH
RH
-$194.7K
7,961
+14%
增持
NKE
NIKE INC
+$177.1K
15,761
+31%
增持
COST
COSTCO WHSL CORP NEW
+$169.6K
3,524
+4%
减持
SCHF
SCHWAB STRATEGIC TR
-$166.7K
61,248
-3%
增持
DEO
DIAGEO PLC
-$163.8K
7,675
+2%
增持
—
BROOKFIELD INFRASTRUCTURE CO
-$163.6K
27,259
+10%
增持
UPS
UNITED PARCEL SERVICE INC
-$152.3K
7,593
+2%
增持
WMT
WALMART INC
+$152.1K
15,935
+5%
增持
ORI
OLD REP INTL CORP
+$150.0K
52,830
+4%
增持
GOOGL
ALPHABET INC
+$144.4K
12,715
+0%
增持
FDS
FACTSET RESH SYS INC
+$137.4K
2,441
+5%
增持
MNRO
MONRO INC
-$133.3K
12,263
+5%
减持
D
DOMINION ENERGY INC
-$128.7K
15,950
-2%
增持
LMT
LOCKHEED MARTIN CORP
-$126.7K
3,357
+3%
增持
GLW
CORNING INC
-$125.4K
39,510
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
-$124.6K
33,653
+3%
增持
TTC
TORO CO
+$120.5K
8,545
+47%
增持
ATR
APTARGROUP INC
+$118.2K
7,959
+5%
增持
WMB
WILLIAMS COS INC
+$114.5K
40,679
+6%
增持
GGG
GRACO INC
-$112.7K
12,216
+5%
减持
JNJ
JOHNSON & JOHNSON
-$112.5K
7,344
-3%
减持
CVX
CHEVRON CORP NEW
+$110.6K
10,227
-0%
增持
LFUS
LITTELFUSE INC
-$109.1K
3,672
+5%
减持
SSD
SIMPSON MFG INC
-$107.9K
7,357
-16%
增持
SJM
SMUCKER J M CO
+$103.5K
7,270
+36%
增持
JJSF
J & J SNACK FOODS CORP
+$97.3K
7,614
+5%
减持
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$95.4K
3,322
-45%
增持
QCOM
QUALCOMM INC
-$95.0K
12,392
+0%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$94.9K
89,104
+3%
增持
META
META PLATFORMS INC
+$92.7K
6,982
+0%
减持
SCHZ
SCHWAB STRATEGIC TR
-$90.3K
12,733
-10%
增持
SYY
SYSCO CORP
-$88.7K
15,759
+4%
增持
AMZN
AMAZON COM INC
-$85.6K
27,493
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$85.2K
5,537
-1%
减持
EME
EMCOR GROUP INC
+$84.6K
5,502
-5%
增持
NTR
NUTRIEN LTD
+$80.6K
20,638
+2%
增持
FMC
FMC CORP
+$80.5K
10,266
+76%
增持
SBUX
STARBUCKS CORP
-$76.7K
13,252
+2%
减持
ILMN
ILLUMINA INC
-$76.4K
1,507
-0%
减持
—
EATON CORP PLC
+$72.9K
7,486
-1%
减持
NFLX
NETFLIX INC
-$72.3K
1,142
-0%
减持
MU
MICRON TECHNOLOGY INC
+$71.2K
15,114
-0%
增持
CMI
CUMMINS INC
-$70.8K
5,281
+1%
增持
IDXX
IDEXX LABS INC
-$69.0K
1,078
+0%
减持
MCO
MOODYS CORP
-$68.2K
1,963
-1%
增持
CSCO
CISCO SYS INC
+$66.2K
27,168
+1%
增持
SYK
STRYKER CORPORATION
-$62.2K
3,795
+5%
减持
XLF
SELECT SECTOR SPDR TR
-$61.9K
8,448
-17%
增持
—
MEDTRONIC PLC
-$60.8K
7,270
+2%
增持
CSX
CSX CORP
-$59.8K
25,929
+3%
增持
TSLA
TESLA INC
-$59.3K
6,838
+1%
减持
EA
ELECTRONIC ARTS INC
-$58.3K
6,230
-0%
减持
SCHA
SCHWAB STRATEGIC TR
-$57.9K
5,838
-15%
减持
INTC
INTEL CORP
+$56.6K
36,751
-2%
增持
ISRG
INTUITIVE SURGICAL INC
-$55.3K
1,121
+0%
减持
MAS
MASCO CORP
-$54.5K
12,984
-0%
增持
TRMB
TRIMBLE INC
+$53.7K
15,256
+5%
增持
CPRT
COPART INC
-$53.0K
14,293
+95%
减持
PEP
PEPSICO INC
-$49.2K
2,618
-2%
增持
SON
SONOCO PRODS CO
+$49.1K
10,980
+18%
减持
SCCO
SOUTHERN COPPER CORP
+$47.5K
17,103
-1%
增持
NVDA
NVIDIA CORPORATION
+$43.9K
2,463
+1%
增持
EVRG
EVERGY INC
-$42.7K
5,801
+1%
增持
TSCO
TRACTOR SUPPLY CO
-$42.1K
5,186
+5%
减持
XLV
SELECT SECTOR SPDR TR
-$41.1K
2,350
-9%
减持
IWF
ISHARES TR
-$40.9K
1,310
-7%
减持
CBOE
CBOE GLOBAL MKTS INC
+$40.7K
2,261
-0%
增持
VMI
VALMONT INDS INC
+$39.1K
3,737
+27%
增持
HD
HOME DEPOT INC
-$38.5K
5,567
+1%
减持
V
VISA INC
-$37.4K
4,114
-1%
增持
GOOG
ALPHABET INC
+$35.6K
3,184
+0%
增持
CNI
CANADIAN NATL RY CO
-$32.6K
2,618
+0%
增持
DOW
DOW INC
-$31.5K
26,161
+1%
增持
CACI
CACI INTL INC
-$31.5K
3,071
+5%
增持
SCHH
SCHWAB STRATEGIC TR
-$31.2K
25,160
+3%
减持
IJR
ISHARES TR
-$29.9K
3,678
-3%
减持
SPGI
S&P GLOBAL INC
-$29.1K
639
-2%
增持
MAIN
MAIN STR CAP CORP
+$28.3K
31,838
+1%
增持
PLOW
DOUGLAS DYNAMICS INC
+$27.0K
15,250
+5%
减持
—
ALCON AG
-$23.9K
4,178
-1%
增持
PCAR
PACCAR INC
+$23.5K
2,897
+9%
减持
XLE
SELECT SECTOR SPDR TR
+$23.3K
18,552
-9%
减持
CRM
SALESFORCE INC
-$23.0K
1,935
-2%
增持
ENB
ENBRIDGE INC
-$22.4K
35,589
+9%
增持
—
UNILEVER PLC
-$21.9K
15,268
+3%
增持
BHP
BHP GROUP LTD
-$20.8K
23,691
+3%
增持
FBND
FIDELITY MERRIMACK STR TR
-$20.7K
15,736
+1%
增持
BJUL
INNOVATOR ETFS TR
+$20.5K
8,441
+10%
增持
VBR
VANGUARD INDEX FDS
-$20.1K
3,962
+1%
增持
NSC
NORFOLK SOUTHN CORP
-$18.7K
2,352
+11%
增持
SCHM
SCHWAB STRATEGIC TR
-$18.7K
5,691
+0%
增持
SRE
SEMPRA
-$15.9K
3,210
+100%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$15.5K
3,915
+0%
增持
RTO
RENTOKIL INITIAL PLC
-$15.0K
7,887
+0%
增持
XLU
SELECT SECTOR SPDR TR
-$14.8K
5,892
+7%
增持
NVS
NOVARTIS AG
+$13.5K
4,627
+2%
减持
DBC
INVESCO DB COMMDY INDX TRCK
+$12.4K
9,003
-4%
增持
PM
PHILIP MORRIS INTL INC
-$12.0K
2,391
+0%
增持
DUK
DUKE ENERGY CORP NEW
+$12.0K
12,617
+3%
减持
NOW
SERVICENOW INC
-$11.4K
1,371
-1%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$10.8K
4,406
+1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$10.6K
1,530
-1%
增持
PNC
PNC FINL SVCS GROUP INC
+$10.6K
9,250
+4%
减持
CVS
CVS HEALTH CORP
+$10.0K
16,383
-0%
减持
PAYX
PAYCHEX INC
+$9.0K
2,726
-0%
