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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 21
增持 41
减持 78
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$6.8M
974,811
+19%
减持
VTI
VANGUARD INDEX FDS
-$4.9M
17,469
-56%
增持
SCHX
SCHWAB STRATEGIC TR
+$4.3M
356,941
+13%
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。
减持
AAPL
APPLE INC
-$1.9M
40,757
-11%
减持
KOP
KOPPERS HOLDINGS INC
-$1.7M
5,705
-86%
减持
DKS
DICKS SPORTING GOODS INC
+$1.6M
26,639
-10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.3M
66,534
+4%
建仓
HYMB
SPDR SER TR
+$1.2M
45,822
增持
NVDA
NVIDIA CORPORATION
+$1.1M
2,230
+23%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.1M
35,944
+33%
减持
SCHR
SCHWAB STRATEGIC TR
-$1.0M
4,774
-81%
增持
BSTP
INNOVATOR ETFS TRUST
+$879.0K
79,857
+48%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$821.0K
102,478
+7%
减持
XLE
SELECT SECTOR SPDR TR
-$802.4K
3,062
-76%
增持
AMZN
AMAZON COM INC
+$739.5K
25,627
+0%
减持
SCHO
SCHWAB STRATEGIC TR
-$724.3K
46,759
-24%
建仓
XLC
SELECT SECTOR SPDR TR
+$673.5K
8,248
建仓
XLY
SELECT SECTOR SPDR TR
+$644.5K
3,505
增持
ZALT
INNOVATOR ETFS TRUST
+$617.4K
72,488
+41%
增持
PM
PHILIP MORRIS INTL INC
+$594.6K
9,227
+246%
清仓
—
UNILEVER PLC
-$578.5K
0
-100%
减持
TSLA
TESLA INC
-$545.9K
6,526
-4%
增持
SCHD
SCHWAB STRATEGIC TR
+$529.1K
70,826
+4%
减持
GLD
SPDR GOLD TR
-$528.9K
8,858
-28%
增持
VOO
VANGUARD INDEX FDS
+$513.2K
8,661
+4%
减持
NKE
NIKE INC
-$511.3K
12,575
-19%
清仓
FMC
FMC CORP
-$511.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$497.8K
22,772
+6%
建仓
STZ
CONSTELLATION BRANDS INC
+$477.2K
1,756
建仓
HDB
HDFC BANK LTD
+$455.8K
8,143
减持
EME
EMCOR GROUP INC
+$454.9K
4,739
-15%
减持
WPC
WP CAREY INC
-$431.7K
8,479
-40%
减持
—
EATON CORP PLC
+$423.6K
6,950
-4%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$417.5K
20,170
+2%
清仓
IDXX
IDEXX LABS INC
-$416.3K
0
-100%
减持
META
META PLATFORMS INC
+$405.3K
4,209
-9%
增持
WMT
WALMART INC
+$393.8K
48,072
+203%
增持
GOOGL
ALPHABET INC
+$391.2K
12,979
+16%
减持
MSFT
MICROSOFT CORP
+$388.4K
11,213
-3%
增持
COST
COSTCO WHSL CORP NEW
+$379.9K
3,726
+5%
建仓
UNH
UNITEDHEALTH GROUP INC
+$376.0K
760
建仓
HUM
HUMANA INC
+$351.2K
1,013
建仓
IFEB
INNOVATOR ETFS TRUST
+$346.0K
13,311
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$340.1K
855
增持
SPY
SPDR S&P 500 ETF TR
+$336.4K
1,708
+46%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$329.0K
5,197
-0%
减持
SCCO
SOUTHERN COPPER CORP
+$324.6K
16,850
-1%
增持
JPM
JPMORGAN CHASE & CO
+$319.1K
2,798
+97%
建仓
PG
PROCTER AND GAMBLE CO
+$317.5K
1,957
清仓
ILMN
ILLUMINA INC
-$311.5K
0
-100%
减持
RH
RH
+$299.8K
7,426
-5%
增持
HD
HOME DEPOT INC
+$299.3K
5,772
+4%
减持
BHP
BHP GROUP LTD
-$279.5K
22,997
-2%
建仓
CAT
CATERPILLAR INC
+$272.6K
744
清仓
CBOE
CBOE GLOBAL MKTS INC
-$270.0K
0
-100%
建仓
MRK
MERCK & CO INC
+$259.9K
1,970
建仓
WM
WASTE MGMT INC DEL
+$254.1K
1,192
减持
QCOM
QUALCOMM INC
+$245.6K
11,826
-3%
建仓
PGR
PROGRESSIVE CORP
+$245.1K
1,185
增持
SCHF
SCHWAB STRATEGIC TR
+$239.8K
62,151
+5%
减持
INTC
INTEL CORP
-$238.9K
35,083
-1%
减持
JJSF
J & J SNACK FOODS CORP
-$236.4K
7,307
-6%
建仓
HSY
HERSHEY CO
+$234.4K
1,205
清仓
—
ACCENTURE PLC IRELAND
-$228.1K
0
-100%
建仓
FDX
FEDEX CORP
+$224.5K
775
减持
CMI
CUMMINS INC
+$223.2K
5,092
-4%
清仓
XLV
SELECT SECTOR SPDR TR
-$219.9K
0
-100%
增持
PEP
PEPSICO INC
+$214.9K
4,112
+38%
建仓
AVGO
BROADCOM INC
+$208.1K
157
清仓
FOXF
FOX FACTORY HLDG CORP
-$205.8K
0
-100%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$204.7K
9,000
建仓
BND
VANGUARD BD INDEX FDS
+$203.5K
2,801
建仓
VGT
VANGUARD WORLD FD
+$200.3K
382
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$199.4K
6,226
-0%
增持
CVX
CHEVRON CORP NEW
+$194.6K
10,733
+7%
建仓
FXN
FIRST TR EXCHANGE TRADED FD
+$187.5K
10,011
减持
TSCO
TRACTOR SUPPLY CO
+$180.7K
5,017
-5%
减持
GOOG
ALPHABET INC
-$177.3K
1,781
-44%
减持
TTC
TORO CO
-$175.6K
5,920
-21%
减持
NOW
SERVICENOW INC
-$173.5K
649
-31%
增持
KO
COCA COLA CO
+$173.1K
39,974
+4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$152.5K
49,510
+4%
减持
MA
MASTERCARD INCORPORATED
+$152.2K
3,190
-2%
减持
RTX
RTX CORPORATION
+$148.0K
14,318
-4%
减持
WMB
WILLIAMS COS INC
+$145.6K
39,585
-1%
增持
CNI
CANADIAN NATL RY CO
+$145.1K
2,955
+52%
减持
SYK
STRYKER CORPORATION
+$144.6K
3,634
-6%
增持
CSX
CSX CORP
+$143.4K
40,838
+3%
减持
LFUS
LITTELFUSE INC
-$139.2K
3,546
-5%
减持
NFLX
NETFLIX INC
-$138.2K
688
-40%
减持
XLK
SELECT SECTOR SPDR TR
+$135.0K
22,155
-5%
减持
CVS
CVS HEALTH CORP
-$134.5K
15,141
-11%
增持
UNP
UNION PAC CORP
+$129.7K
3,171
+20%
减持
MAS
MASCO CORP
-$128.8K
4,635
-37%
减持
DUK
DUKE ENERGY CORP NEW
-$128.2K
11,412
-10%
减持
DFAI
DIMENSIONAL ETF TRUST
+$126.0K
199,249
-3%
减持
CRM
SALESFORCE INC
-$124.5K
690
-45%
减持
UPS
UNITED PARCEL SERVICE INC
-$124.4K
7,075
-5%
减持
DEO
DIAGEO PLC
-$123.4K
6,656
-13%
减持
TRMB
TRIMBLE INC
+$123.1K
14,725
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
+$120.2K
31,396
-1%
减持
PPG
PPG INDS INC
-$115.2K
14,093
-2%
减持
CACI
CACI INTL INC
+$113.6K
2,968
-5%
减持
SYY
SYSCO CORP
+$111.0K
15,285
-1%
减持
SBUX
STARBUCKS CORP
-$110.4K
12,779
-4%
减持
FDS
FACTSET RESH SYS INC
-$110.3K
2,362
-5%
减持
ATR
APTARGROUP INC
+$106.0K
7,686
-5%
增持
SPGI
S&P GLOBAL INC
+$105.3K
933
+41%
减持
PLOW
DOUGLAS DYNAMICS INC
-$104.9K
14,725
-5%
减持
—
BARRICK GOLD CORP
-$104.5K
62,530
-1%
清仓
FSCO
FS CREDIT OPPORTUNITIES CORP
-$103.9K
0
-100%
增持
TLT
ISHARES TR
+$99.9K
4,227
+39%
减持
IOCT
INNOVATOR ETFS TRUST
-$97.3K
11,684
-25%
增持
SCHM
SCHWAB STRATEGIC TR
+$89.8K
6,094
+13%
减持
—
ASML HOLDING N V
-$82.4K
525
-33%
减持
CPRT
COPART INC
+$80.3K
9,498
-1%
减持
—
MEDTRONIC PLC
-$80.1K
3,473
-25%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$78.2K
3,436
+12%
增持
LMT
LOCKHEED MARTIN CORP
+$77.4K
3,466
+5%
减持
ARCC
ARES CAPITAL CORP
-$72.9K
58,615
-9%
增持
ISRG
INTUITIVE SURGICAL INC
+$70.7K
1,019
+2%
减持
MAIN
MAIN STR CAP CORP
+$69.6K
30,270
-4%
增持
IVV
ISHARES TR
+$65.7K
564
+17%
减持
XLI
SELECT SECTOR SPDR TR
+$65.6K
6,740
-2%
减持
CSCO
CISCO SYS INC
-$63.2K
25,034
-4%
减持
V
VISA INC
+$61.4K
3,499
-0%
增持
QQQ
INVESCO QQQ TR
+$60.8K
1,721
+0%
减持
SCHZ
SCHWAB STRATEGIC TR
-$56.1K
9,752
-10%
减持
NTR
NUTRIEN LTD
-$55.3K
20,195
-1%
减持
SCHB
SCHWAB STRATEGIC TR
+$52.5K
155,774
-8%
减持
BDX
BECTON DICKINSON & CO
-$50.2K
4,629
-6%
增持
VBR
VANGUARD INDEX FDS
+$49.6K
3,974
+0%
减持
ENB
ENBRIDGE INC
-$48.2K
32,241
-4%
减持
IWF
ISHARES TR
+$43.8K
1,308
-0%
减持
GLW
CORNING INC
+$42.5K
38,524
-4%
减持
SJM
SMUCKER J M CO
-$38.4K
7,773
-3%
减持
MU
MICRON TECHNOLOGY INC
+$37.9K
8,622
-25%
减持
SCHA
SCHWAB STRATEGIC TR
-$36.9K
4,520
-18%
增持
VUG
VANGUARD INDEX FDS
+$33.3K
994
+0%
减持
NVS
NOVARTIS AG
-$32.0K
3,902
-4%
减持
NOC
NORTHROP GRUMMAN CORP
-$26.2K
894
-8%
减持
IJR
ISHARES TR
-$26.1K
2,682
-10%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$26.1K
1,394
+2%
减持
FBND
FIDELITY MERRIMACK STR TR
-$25.5K
5,929
-7%
减持
GGG
GRACO INC
+$25.3K
11,801
-5%
增持
BUFB
INNOVATOR ETFS TRUST
+$25.1K
13,553
+1%
增持
—
BROOKFIELD INFRASTRUCTURE CO
+$23.6K
25,765
+0%
清仓
AQST
AQUESTIVE THERAPEUTICS INC
-$23.1K
0
-100%
减持
SSD
SIMPSON MFG INC
-$22.6K
5,937
-5%
减持
OSK
OSHKOSH CORP
+$22.5K
3,080
-8%
