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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 21
增持 52
减持 64
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$3.1M
1,047,764
+7%
增持
AAPL
APPLE INC
+$2.8M
46,704
+15%
增持
BSTP
INNOVATOR ETFS TRUST
+$1.9M
138,522
+73%
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
SCHX
SCHWAB STRATEGIC TR
+$1.6M
370,134
+4%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.6M
48,438
+35%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
26,344
+1081%
清仓
HYMB
SPDR SER TR
-$1.2M
0
-100%
增持
GOOGL
ALPHABET INC
+$1.1M
16,544
+27%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$989.3K
71,975
+8%
减持
INTC
INTEL CORP
-$981.3K
18,349
-48%
减持
CVS
CVS HEALTH CORP
-$858.6K
5,910
-61%
减持
PPG
PPG INDS INC
-$794.3K
9,911
-30%
减持
DOW
DOW INC
-$791.9K
11,047
-54%
减持
SCHO
SCHWAB STRATEGIC TR
-$788.8K
30,449
-35%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$784.3K
17,817
-12%
清仓
VBR
VANGUARD INDEX FDS
-$762.6K
0
-100%
减持
HD
HOME DEPOT INC
-$730.8K
4,309
-25%
减持
—
EATON CORP PLC
-$703.5K
4,687
-33%
减持
ARCC
ARES CAPITAL CORP
-$703.0K
24,826
-58%
减持
ENB
ENBRIDGE INC
-$683.0K
13,586
-58%
增持
META
META PLATFORMS INC
+$675.5K
5,393
+28%
减持
SCCO
SOUTHERN COPPER CORP
-$672.2K
10,420
-38%
减持
UPS
UNITED PARCEL SERVICE INC
-$668.0K
2,802
-60%
增持
ZALT
INNOVATOR ETFS TRUST
+$663.5K
93,489
+29%
减持
—
BARRICK GOLD CORP
-$653.9K
23,175
-63%
减持
CMI
CUMMINS INC
-$652.8K
3,061
-40%
清仓
XLY
SELECT SECTOR SPDR TR
-$644.5K
0
-100%
减持
—
EXXON MOBIL CORP
-$637.7K
17,453
-23%
增持
XLC
SELECT SECTOR SPDR TR
+$637.4K
15,304
+86%
减持
MCD
MCDONALDS CORP
-$632.7K
4,171
-31%
减持
BDX
BECTON DICKINSON & CO
-$628.0K
2,213
-52%
减持
KO
COCA COLA CO
-$613.8K
28,779
-28%
减持
BHP
BHP GROUP LTD
-$606.3K
12,618
-45%
减持
NTR
NUTRIEN LTD
-$596.5K
9,826
-51%
减持
—
BROOKFIELD INFRASTRUCTURE CO
-$585.1K
10,205
-60%
减持
SYY
SYSCO CORP
-$570.5K
9,389
-39%
减持
WMB
WILLIAMS COS INC
-$570.3K
22,879
-42%
减持
DEO
DIAGEO PLC
-$561.9K
3,395
-49%
增持
AMZN
AMAZON COM INC
+$554.2K
26,788
+5%
减持
ORI
OLD REP INTL CORP
-$553.9K
31,179
-37%
减持
TSLA
TESLA INC
-$552.6K
3,005
-54%
减持
CSCO
CISCO SYS INC
-$548.3K
14,756
-41%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$543.6K
4,036
-22%
建仓
FISV
FISERV INC
+$540.7K
3,628
建仓
IAPR
INNOVATOR ETFS TRUST
+$536.1K
19,826
减持
MAIN
MAIN STR CAP CORP
-$518.8K
18,089
-40%
减持
CVX
CHEVRON CORP NEW
-$517.9K
7,513
-30%
减持
PNC
PNC FINL SVCS GROUP INC
-$515.1K
5,827
-34%
清仓
SCHH
SCHWAB STRATEGIC TR
-$514.8K
0
-100%
建仓
HWM
HOWMET AEROSPACE INC
+$511.7K
6,592
增持
RH
RH
-$498.9K
8,539
+15%
增持
SCHB
SCHWAB STRATEGIC TR
+$491.0K
159,074
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$486.7K
55,830
+13%
减持
EME
EMCOR GROUP INC
-$478.2K
3,236
-32%
减持
SCHD
SCHWAB STRATEGIC TR
-$477.5K
67,299
-5%
减持
DUK
DUKE ENERGY CORP NEW
-$446.4K
6,557
-43%
减持
LMT
LOCKHEED MARTIN CORP
-$440.6K
2,432
-30%
减持
VZ
VERIZON COMMUNICATIONS INC
-$436.3K
21,363
-32%
建仓
—
SUPER MICRO COMPUTER INC
+$425.2K
519
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$424.0K
114,535
+12%
增持
GOOG
ALPHABET INC
+$422.2K
3,780
+112%
减持
RTX
RTX CORPORATION
-$421.0K
9,716
-32%
建仓
MELI
MERCADOLIBRE INC
+$419.1K
255
减持
GLW
CORNING INC
-$407.0K
22,207
-42%
增持
SPY
SPDR S&P 500 ETF TR
+$395.4K
2,367
+39%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$392.4K
5,323
建仓
MSCI
MSCI INC
+$387.3K
804
减持
QCOM
QUALCOMM INC
-$387.2K
8,107
-31%
减持
MU
MICRON TECHNOLOGY INC
-$381.9K
4,824
-44%
清仓
NVS
NOVARTIS AG
-$377.4K
0
-100%
增持
NOW
SERVICENOW INC
+$376.0K
1,107
+71%
建仓
—
BLACKROCK INC
+$371.6K
472
建仓
IGSB
ISHARES TR
+$368.4K
7,190
建仓
AMAT
APPLIED MATLS INC
+$363.0K
1,538
清仓
XLU
SELECT SECTOR SPDR TR
-$359.1K
0
-100%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$350.3K
0
-100%
清仓
IFEB
INNOVATOR ETFS TRUST
-$346.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$343.8K
9,012
+4%
减持
VTI
VANGUARD INDEX FDS
-$343.5K
15,688
-10%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$340.1K
0
-100%
建仓
LLY
ELI LILLY & CO
+$332.3K
367
减持
DKS
DICKS SPORTING GOODS INC
-$331.1K
26,339
-1%
建仓
EPAM
EPAM SYS INC
+$321.9K
1,711
减持
COST
COSTCO WHSL CORP NEW
+$310.7K
3,577
-4%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$309.6K
5,339
减持
D
DOMINION ENERGY INC
-$306.4K
7,946
-44%
清仓
—
MEDTRONIC PLC
-$302.7K
0
-100%
建仓
—
GLOBANT S A
+$302.0K
1,694
建仓
TEAM
ATLASSIAN CORPORATION
+$293.3K
1,658
建仓
MAR
MARRIOTT INTL INC NEW
+$280.7K
1,161
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$267.8K
1,630
减持
WMT
WALMART INC
-$256.6K
38,928
-19%
增持
JJSF
J & J SNACK FOODS CORP
+$244.1K
8,009
+10%
建仓
FOXF
FOX FACTORY HLDG CORP
+$234.3K
4,861
建仓
—
ACCENTURE PLC IRELAND
+$227.9K
751
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$227.3K
3,628
增持
SBUX
STARBUCKS CORP
+$227.1K
17,919
+40%
减持
MSFT
MICROSOFT CORP
+$222.0K
11,051
-1%
增持
XLI
SELECT SECTOR SPDR TR
+$220.0K
8,771
+30%
建仓
COF
CAPITAL ONE FINL CORP
+$208.6K
1,507
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$204.7K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$203.5K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$190.4K
3,080
+57%
增持
AVGO
BROADCOM INC
+$190.1K
248
+58%
清仓
FXN
FIRST TR EXCHANGE TRADED FD
-$187.5K
0
-100%
增持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$184.7K
4,489
+40%
减持
BUFB
INNOVATOR ETFS TRUST
-$154.7K
7,976
-41%
减持
VMI
VALMONT INDS INC
+$135.2K
3,640
-4%
增持
LFUS
LITTELFUSE INC
+$129.5K
3,869
+9%
增持
SRE
SEMPRA
+$121.8K
4,628
+44%
增持
MA
MASTERCARD INCORPORATED
-$119.6K
3,211
+1%
减持
JNJ
JOHNSON & JOHNSON
-$113.2K
6,606
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$112.9K
960
+26%
增持
MRK
MERCK & CO INC
+$110.3K
2,991
+52%
增持
TRMB
TRIMBLE INC
-$106.3K
15,046
+2%
增持
NFLX
NETFLIX INC
+$103.2K
772
+12%
减持
TSCO
TRACTOR SUPPLY CO
-$102.1K
4,484
-11%
增持
PM
PHILIP MORRIS INTL INC
+$100.9K
9,338
+1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$97.6K
1,035
-26%
增持
SSD
SIMPSON MFG INC
-$88.8K
6,701
+13%
减持
PCAR
PACCAR INC
-$87.3K
2,542
-10%
增持
NKE
NIKE INC
-$82.8K
14,581
+16%
增持
SJM
SMUCKER J M CO
-$81.9K
8,222
+6%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$77.4K
4,428
-29%
增持
PEP
PEPSICO INC
+$74.4K
4,814
+17%
减持
—
ASTRAZENECA PLC
+$70.3K
8,574
-3%
增持
GGG
GRACO INC
-$68.6K
13,046
+11%
增持
SCHF
SCHWAB STRATEGIC TR
+$68.2K
64,897
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$63.2K
3,083
+10%
减持
MAS
MASCO CORP
-$61.1K
4,567
-1%
减持
WPC
WP CAREY INC
-$58.4K
7,631
-10%
减持
MCO
MOODYS CORP
-$58.1K
1,441
-15%
增持
—
TRANE TECHNOLOGIES PLC
+$57.9K
1,869
+1%
减持
CACI
CACI INTL INC
+$57.6K
2,748
-7%
增持
MNRO
MONRO INC
-$56.0K
13,307
+12%
减持
HDB
HDFC BANK LTD
+$55.1K
7,942
-2%
减持
QQQ
INVESCO QQQ TR
+$53.8K
1,707
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$49.5K
204,610
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$48.9K
1,024
+0%
增持
SON
SONOCO PRODS CO
-$47.9K
12,478
+6%
增持
UNP
UNION PAC CORP
+$43.5K
3,639
+15%
增持
V
VISA INC
-$42.4K
3,559
+2%
增持
OSK
OSHKOSH CORP
-$41.7K
3,165
+3%
增持
SCHM
SCHWAB STRATEGIC TR
+$41.3K
6,906
+13%
减持
NOC
NORTHROP GRUMMAN CORP
-$39.1K
892
-0%
增持
FDS
FACTSET RESH SYS INC
-$38.7K
2,534
+7%
减持
IOCT
INNOVATOR ETFS TRUST
-$36.8K
10,280
-12%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$33.1K
3,738
-1%
增持
WM
WASTE MGMT INC DEL
+$32.3K
1,342
+13%
减持
ATR
APTARGROUP INC
-$30.7K
7,636
-1%
