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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 7
增持 46
减持 90
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.6M
820,297
+2%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.0M
316,341
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.6M
27,079
+221%
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
+$1.6M
205,841
+25%
建仓
ZALT
INNOVATOR ETFS TR
+$1.4M
51,503
减持
SCHO
SCHWAB STRATEGIC TR
-$1.2M
61,478
-30%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.1M
169,885
+2%
增持
XLK
SELECT SECTOR SPDR TR
+$972.0K
23,271
+9%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$842.6K
96,070
+8%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$714.1K
47,500
+21%
减持
MSFT
MICROSOFT CORP
+$597.8K
11,512
-3%
建仓
—
ASTRAZENECA PLC
+$594.8K
8,832
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$589.0K
63,707
-4%
清仓
BALT
INNOVATOR ETFS TR
-$587.3K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$585.4K
13,019
-30%
增持
CSX
CSX CORP
+$573.1K
39,528
+52%
建仓
SPY
SPDR S&P 500 ETF TR
+$556.7K
1,171
减持
—
EXXON MOBIL CORP
-$554.6K
21,496
-7%
减持
AAPL
APPLE INC
+$501.7K
45,978
-6%
减持
INTC
INTEL CORP
+$482.1K
35,593
-3%
清仓
NSC
NORFOLK SOUTHN CORP
-$463.1K
0
-100%
减持
META
META PLATFORMS INC
-$457.6K
4,629
-34%
建仓
IOCT
INNOVATOR ETFS TR
+$435.2K
15,577
增持
VOO
VANGUARD INDEX FDS
+$403.4K
8,357
+1%
减持
FBND
FIDELITY MERRIMACK STR TR
-$391.4K
6,388
-59%
减持
AMZN
AMAZON COM INC
+$388.2K
25,557
-7%
减持
QCOM
QUALCOMM INC
+$380.2K
12,145
-2%
增持
COST
COSTCO WHSL CORP NEW
+$359.0K
3,560
+1%
增持
GLD
SPDR GOLD TR
+$347.5K
12,299
+5%
清仓
MDB
MONGODB INC
-$319.9K
0
-100%
增持
PPG
PPG INDS INC
+$306.0K
14,425
+1%
清仓
RTO
RENTOKIL INITIAL PLC
-$292.2K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
+$280.1K
9,143
-1%
增持
XLF
SELECT SECTOR SPDR TR
+$273.2K
14,718
+74%
减持
BHP
BHP GROUP LTD
+$258.6K
23,513
-1%
建仓
JPM
JPMORGAN CHASE & CO
+$241.4K
1,419
减持
HD
HOME DEPOT INC
+$233.0K
5,526
-1%
建仓
—
ACCENTURE PLC IRELAND
+$228.1K
650
减持
CVX
CHEVRON CORP NEW
-$226.0K
10,046
-2%
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$224.7K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
+$217.1K
68,063
-3%
清仓
IEF
ISHARES TR
-$216.3K
0
-100%
清仓
IJUL
INNOVATOR ETFS TR
-$210.6K
0
-100%
建仓
FOXF
FOX FACTORY HLDG CORP
+$205.8K
3,050
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$201.6K
19,830
-1%
减持
MAS
MASCO CORP
-$199.5K
7,382
-43%
增持
CVS
CVS HEALTH CORP
+$198.2K
16,997
+4%
增持
GGG
GRACO INC
+$187.3K
12,421
+2%
减持
—
MEDTRONIC PLC
-$186.9K
4,646
-36%
减持
NKE
NIKE INC
+$186.0K
15,594
-1%
增持
RTX
RTX CORPORATION
+$184.6K
14,838
+0%
减持
SCCO
SOUTHERN COPPER CORP
+$182.5K
17,081
-0%
减持
RH
RH
+$181.8K
7,844
-1%
减持
MCD
MCDONALDS CORP
+$177.7K
5,704
-1%
减持
—
BARRICK GOLD CORP
+$176.6K
63,295
-5%
减持
FMC
FMC CORP
-$176.6K
8,104
-21%
减持
—
UNILEVER PLC
-$175.7K
11,933
-22%
减持
NVDA
NVIDIA CORPORATION
-$171.1K
1,818
-26%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$166.4K
6,227
+12%
减持
—
EATON CORP PLC
+$152.9K
7,265
-3%
减持
WPC
WP CAREY INC
-$148.6K
14,045
-28%
减持
CSCO
CISCO SYS INC
-$147.8K
25,983
-4%
减持
CPRT
COPART INC
-$146.0K
9,589
-33%
减持
SSD
SIMPSON MFG INC
+$138.6K
6,267
-15%
减持
LMT
LOCKHEED MARTIN CORP
+$126.2K
3,308
-1%
增持
SJM
SMUCKER J M CO
+$123.3K
8,046
+11%
减持
MA
MASTERCARD INCORPORATED
-$123.2K
3,245
-15%
减持
XLI
SELECT SECTOR SPDR TR
-$123.1K
6,872
-23%
减持
NTR
NUTRIEN LTD
-$122.5K
20,447
-1%
增持
EVRG
EVERGY INC
+$119.4K
7,921
+37%
增持
SYK
STRYKER CORPORATION
+$118.9K
3,860
+2%
增持
DUK
DUKE ENERGY CORP NEW
+$118.3K
12,694
+1%
增持
FDS
FACTSET RESH SYS INC
+$116.2K
2,481
+2%
减持
ORI
OLD REP INTL CORP
+$111.2K
52,193
-1%
减持
TLT
ISHARES TR
-$111.0K
3,035
-35%
减持
VZ
VERIZON COMMUNICATIONS INC
+$106.4K
31,754
-6%
减持
SCHF
SCHWAB STRATEGIC TR
+$105.4K
59,128
-3%
增持
ILMN
ILLUMINA INC
+$104.6K
2,237
+48%
减持
NOW
SERVICENOW INC
-$98.0K
946
-31%
减持
BSTP
INNOVATOR ETFS TR
+$96.8K
54,015
-1%
减持
GOOGL
ALPHABET INC
-$96.1K
11,223
-12%
增持
QQQ
INVESCO QQQ TR
+$94.7K
1,718
+1%
增持
SON
SONOCO PRODS CO
+$94.3K
12,370
+13%
增持
LFUS
LITTELFUSE INC
+$90.4K
3,732
+2%
减持
SYY
SYSCO CORP
+$89.0K
15,449
-2%
减持
BDX
BECTON DICKINSON & CO
-$86.5K
4,903
-1%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
+$83.3K
3,233
-1%
减持
CBOE
CBOE GLOBAL MKTS INC
-$83.2K
1,512
-33%
减持
XLV
SELECT SECTOR SPDR TR
-$82.6K
1,612
-31%
增持
SCHH
SCHWAB STRATEGIC TR
+$79.9K
25,422
+1%
增持
TSCO
TRACTOR SUPPLY CO
+$79.3K
5,266
+2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$75.4K
3,068
+6%
减持
BJUL
INNOVATOR ETFS TR
-$72.9K
5,795
-31%
增持
CMI
CUMMINS INC
+$70.9K
5,331
+1%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$69.3K
18,330
-43%
减持
MAIN
MAIN STR CAP CORP
+$68.8K
31,516
-1%
增持
SBUX
STARBUCKS CORP
+$68.8K
13,314
+0%
减持
JNJ
JOHNSON & JOHNSON
-$65.1K
6,882
-6%
减持
NVS
NOVARTIS AG
-$61.9K
4,055
-12%
增持
PEP
PEPSICO INC
+$61.2K
2,972
+14%
增持
BUFB
INNOVATOR ETFS TR
+$61.1K
13,440
+10%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$60.9K
3,783
-10%
减持
CRM
SALESFORCE INC
-$60.0K
1,263
-35%
减持
SCHZ
SCHWAB STRATEGIC TR
-$58.5K
10,825
-15%
减持
EA
ELECTRONIC ARTS INC
-$58.5K
5,055
-19%
减持
—
BROOKFIELD INFRASTRUCTURE CO
-$58.4K
25,650
-6%
增持
SPGI
S&P GLOBAL INC
+$58.1K
662
+4%
减持
SCHR
SCHWAB STRATEGIC TR
-$57.8K
24,930
-8%
减持
IDXX
IDEXX LABS INC
-$55.1K
750
-30%
减持
WMT
WALMART INC
-$49.8K
15,849
-1%
减持
MU
MICRON TECHNOLOGY INC
-$49.7K
11,466
-24%
增持
OSK
OSHKOSH CORP
+$48.1K
3,336
+2%
增持
EME
EMCOR GROUP INC
+$47.1K
5,592
+2%
增持
CACI
CACI INTL INC
+$46.7K
3,121
+2%
增持
JJSF
J & J SNACK FOODS CORP
+$46.6K
7,734
+2%
减持
MCO
MOODYS CORP
+$41.0K
1,694
-14%
减持
CNI
CANADIAN NATL RY CO
-$39.5K
1,943
-26%
增持
VUG
VANGUARD INDEX FDS
+$38.5K
993
+0%
减持
—
ALCON AG
-$35.2K
3,673
-12%
减持
KO
COCA COLA CO
-$33.3K
38,563
-6%
减持
ARCC
ARES CAPITAL CORP
+$32.8K
64,565
-0%
减持
DEO
DIAGEO PLC
-$31.6K
7,644
-0%
减持
V
VISA INC
-$31.1K
3,515
-15%
减持
VTI
VANGUARD INDEX FDS
-$30.7K
39,724
-11%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$30.1K
3,193
-18%
增持
PM
PHILIP MORRIS INTL INC
+$29.4K
2,665
+11%
减持
PCAR
PACCAR INC
+$28.9K
2,818
-3%
减持
GOOG
ALPHABET INC
+$28.6K
3,182
-0%
减持
WMB
WILLIAMS COS INC
+$26.6K
40,110
-1%
增持
MNRO
MONRO INC
+$25.1K
12,463
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$24.7K
5,205
-0%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$24.6K
1,368
-11%
减持
IJR
ISHARES TR
-$24.5K
2,979
-19%
增持
GLW
CORNING INC
+$23.4K
40,304
+2%
减持
IVV
ISHARES TR
+$21.9K
484
-1%
减持
SCHM
SCHWAB STRATEGIC TR
+$21.3K
5,396
-5%
减持
DOW
DOW INC
+$21.1K
24,980
-5%
减持
ENB
ENBRIDGE INC
+$21.0K
33,721
-5%
减持
SRE
SEMPRA
+$20.5K
3,196
-0%
减持
TSLA
TESLA INC
-$17.9K
6,814
-0%
减持
SCHA
SCHWAB STRATEGIC TR
+$17.7K
5,493
-6%
增持
XLP
SELECT SECTOR SPDR TR
+$17.4K
4,467
+1%
增持
VHT
VANGUARD WORLD FDS
+$16.4K
932
+1%
减持
MDLZ
MONDELEZ INTL INC
+$14.4K
5,275
-0%
增持
VMI
VALMONT INDS INC
-$11.5K
3,795
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$10.7K
620
-1%
减持
NOC
NORTHROP GRUMMAN CORP
+$9.5K
970
-4%
减持
ISRG
INTUITIVE SURGICAL INC
+$8.4K
996
-11%
减持
D
DOMINION ENERGY INC
-$8.2K
14,984
-6%
减持
TTC
TORO CO
+$7.9K
7,480
-12%
