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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 16
增持 39
减持 74
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$5.2M
1,113,045
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.3M
77,880
+8%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.6M
374,570
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。
+1%
建仓
IBUF
INNOVATOR ETFS TRUST
+$1.5M
57,058
增持
BSTP
INNOVATOR ETFS TRUST
+$1.2M
168,377
+22%
减持
AMZN
AMAZON COM INC
-$1.1M
21,849
-18%
增持
ZALT
INNOVATOR ETFS TRUST
+$1.1M
127,716
+37%
增持
SCHM
SCHWAB STRATEGIC TR
+$959.3K
18,014
+161%
增持
SCHG
SCHWAB STRATEGIC TR
+$772.4K
54,299
+12%
增持
SCHB
SCHWAB STRATEGIC TR
+$721.8K
161,196
+1%
减持
GOOGL
ALPHABET INC
-$667.4K
14,146
-14%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$587.2K
114,473
-0%
清仓
DOW
DOW INC
-$586.0K
0
-100%
清仓
INTC
INTEL CORP
-$568.3K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$564.5K
3,145
-66%
增持
META
META PLATFORMS INC
+$559.7K
5,728
+6%
减持
RH
RH
+$539.3K
7,854
-8%
建仓
WMS
ADVANCED DRAIN SYS INC DEL
+$539.2K
3,431
增持
AVGO
BROADCOM INC
+$521.9K
5,334
+2051%
清仓
ARCC
ARES CAPITAL CORP
-$517.4K
0
-100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$516.2K
207,269
+1%
清仓
HWM
HOWMET AEROSPACE INC
-$511.7K
0
-100%
清仓
NTR
NUTRIEN LTD
-$500.2K
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$499.0K
3,239
减持
MSFT
MICROSOFT CORP
-$490.8K
10,338
-6%
增持
TSLA
TESLA INC
+$476.5K
4,094
+36%
减持
QCOM
QUALCOMM INC
-$459.3K
6,795
-16%
增持
SPY
SPDR S&P 500 ETF TR
+$452.2K
3,033
+28%
建仓
TRU
TRANSUNION
+$448.5K
4,284
清仓
—
SUPER MICRO COMPUTER INC
-$425.2K
0
-100%
清仓
TLT
ISHARES TR
-$397.1K
0
-100%
增持
IVV
ISHARES TR
+$396.9K
1,223
+117%
清仓
MDLZ
MONDELEZ INTL INC
-$392.3K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
+$392.0K
66,546
-1%
减持
BHP
BHP GROUP LTD
-$390.8K
5,305
-58%
清仓
—
BARRICK GOLD CORP
-$386.6K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$383.5K
0
-100%
清仓
HUM
HUMANA INC
-$378.5K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$377.6K
16,732
-6%
减持
GOOG
ALPHABET INC
-$372.2K
1,921
-49%
清仓
AMAT
APPLIED MATLS INC
-$363.0K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$349.0K
0
-100%
清仓
—
BROOKFIELD INFRASTRUCTURE CO
-$343.5K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$338.0K
2,859
-41%
建仓
IBB
ISHARES TR
+$333.3K
2,289
减持
COST
COSTCO WHSL CORP NEW
-$319.7K
3,069
-14%
减持
CVX
CHEVRON CORP NEW
-$318.4K
5,817
-23%
清仓
—
ALCON AG
-$317.4K
0
-100%
减持
SBUX
STARBUCKS CORP
+$316.8K
17,559
-2%
增持
NKE
NIKE INC
+$315.6K
16,002
+10%
增持
GLD
SPDR GOLD TR
+$311.4K
8,780
+4%
减持
EA
ELECTRONIC ARTS INC
-$311.2K
2,670
-46%
清仓
IOCT
INNOVATOR ETFS TRUST
-$301.1K
0
-100%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$297.0K
702
减持
NFLX
NETFLIX INC
-$295.5K
318
-59%
增持
VOO
VANGUARD INDEX FDS
+$294.9K
9,100
+1%
清仓
TEAM
ATLASSIAN CORPORATION
-$293.3K
0
-100%
减持
AAPL
APPLE INC
+$291.9K
43,471
-7%
建仓
XLU
SELECT SECTOR SPDR TR
+$286.9K
3,551
减持
VZ
VERIZON COMMUNICATIONS INC
-$286.6K
13,236
-38%
减持
IAPR
INNOVATOR ETFS TRUST
-$266.3K
9,496
-52%
建仓
IWM
ISHARES TR
+$257.6K
1,166
增持
XLF
SELECT SECTOR SPDR TR
+$257.5K
17,635
+34%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$256.9K
1,314
-62%
减持
—
EXXON MOBIL CORP
-$253.8K
14,975
-14%
减持
ENB
ENBRIDGE INC
-$240.4K
5,987
-56%
建仓
ADBE
ADOBE INC
+$237.1K
458
清仓
CRM
SALESFORCE INC
-$236.0K
0
-100%
清仓
SCHR
SCHWAB STRATEGIC TR
-$234.0K
0
-100%
增持
SJM
SMUCKER J M CO
+$230.6K
9,307
+13%
建仓
VNQ
VANGUARD INDEX FDS
+$229.5K
2,356
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$227.3K
0
-100%
清仓
FDX
FEDEX CORP
-$227.2K
0
-100%
建仓
FUTY
FIDELITY COVINGTON TRUST
+$226.8K
4,377
减持
DEO
DIAGEO PLC
-$225.8K
1,441
-58%
减持
KO
COCA COLA CO
-$225.4K
22,355
-22%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$225.0K
2,120
建仓
WFG
WEST FRASER TIMBER CO LTD
+$223.1K
2,291
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$222.2K
2,595
-31%
增持
SCHO
SCHWAB STRATEGIC TR
+$221.5K
34,443
+13%
建仓
—
FTAI AVIATION LTD
+$221.3K
1,665
增持
SCHF
SCHWAB STRATEGIC TR
+$218.9K
65,958
+2%
建仓
—
ARISTA NETWORKS INC
+$216.1K
563
减持
MCO
MOODYS CORP
-$211.7K
832
-42%
建仓
LOW
LOWES COS INC
+$209.6K
774
减持
PPG
PPG INDS INC
-$209.2K
7,841
-21%
减持
XLI
SELECT SECTOR SPDR TR
-$208.2K
6,355
-28%
增持
GGG
GRACO INC
+$208.1K
14,197
+9%
减持
MAIN
MAIN STR CAP CORP
-$205.4K
14,119
-22%
增持
CSX
CSX CORP
+$199.8K
49,742
+10%
减持
SCCO
SOUTHERN COPPER CORP
-$198.3K
7,991
-23%
增持
SSD
SIMPSON MFG INC
+$185.1K
6,872
+3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$181.6K
3,386
-24%
减持
V
VISA INC
-$176.4K
2,756
-23%
减持
STZ
CONSTELLATION BRANDS INC
-$175.8K
1,058
-39%
减持
BDX
BECTON DICKINSON & CO
-$168.2K
1,448
-35%
减持
WPC
WP CAREY INC
-$166.8K
4,065
-47%
增持
SON
SONOCO PRODS CO
+$163.7K
14,581
+17%
减持
VTI
VANGUARD INDEX FDS
+$158.7K
15,381
-2%
增持
—
BLACKROCK INC
+$148.7K
548
+16%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$147.1K
56,174
+1%
减持
SPGI
S&P GLOBAL INC
-$144.9K
544
-43%
减持
ATR
APTARGROUP INC
+$142.4K
7,601
-0%
减持
MSCI
MSCI INC
-$138.4K
427
-47%
减持
D
DOMINION ENERGY INC
-$135.4K
4,394
-45%
增持
TSCO
TRACTOR SUPPLY CO
+$130.5K
4,610
+3%
减持
WMB
WILLIAMS COS INC
-$129.5K
18,464
-19%
减持
HD
HOME DEPOT INC
+$127.4K
3,975
-8%
减持
SYY
SYSCO CORP
-$122.8K
7,014
-25%
减持
DUK
DUKE ENERGY CORP NEW
-$119.7K
4,662
-29%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$119.0K
2,159
+32%
减持
CMI
CUMMINS INC
-$114.3K
2,265
-26%
减持
WMT
WALMART INC
+$114.1K
34,054
-13%
减持
EPAM
EPAM SYS INC
-$109.7K
1,066
-38%
增持
—
ACCENTURE PLC IRELAND
+$104.8K
941
+25%
减持
HDB
HDFC BANK LTD
-$104.3K
6,499
-18%
减持
EME
EMCOR GROUP INC
-$102.9K
2,505
-23%
减持
ORI
OLD REP INTL CORP
-$96.6K
24,474
-22%
增持
MNRO
MONRO INC
+$93.3K
14,234
+7%
减持
—
GLOBANT S A
-$91.0K
1,065
-37%
减持
MA
MASTERCARD INCORPORATED
-$90.7K
2,685
-16%
减持
CNI
CANADIAN NATL RY CO
-$90.3K
2,805
-21%
增持
LFUS
LITTELFUSE INC
+$89.1K
4,064
+5%
减持
EVRG
EVERGY INC
-$86.4K
5,247
-33%
减持
NOW
SERVICENOW INC
-$85.6K
878
-21%
增持
CAT
CATERPILLAR INC
+$80.1K
944
+9%
减持
RTX
RTX CORPORATION
-$79.9K
7,391
-24%
增持
—
ASML HOLDING N V
-$75.3K
538
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$74.0K
3,728
-8%
减持
VMI
VALMONT INDS INC
-$72.3K
3,196
-12%
增持
PG
PROCTER AND GAMBLE CO
+$71.2K
3,344
+9%
增持
PGR
PROGRESSIVE CORP
+$70.9K
1,292
+4%
减持
CSCO
CISCO SYS INC
-$67.5K
11,906
-19%
减持
CACI
CACI INTL INC
+$62.8K
2,467
-10%
减持
UNH
UNITEDHEALTH GROUP INC
+$62.5K
943
-2%
减持
—
EATON CORP PLC
-$62.3K
4,246
-9%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$61.4K
911
-12%
减持
XLC
SELECT SECTOR SPDR TR
+$60.0K
15,165
-1%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$59.0K
3,248
+0%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$55.6K
5,021
-6%
减持
JNJ
JOHNSON & JOHNSON
-$54.4K
5,622
-15%
减持
MAS
MASCO CORP
-$54.2K
2,982
-35%
减持
FISV
FISERV INC
-$53.7K
2,711
-25%
减持
CPRT
COPART INC
-$53.6K
9,416
-7%
增持
OSK
OSHKOSH CORP
+$50.9K
3,925
+24%
减持
GLW
CORNING INC
-$50.8K
17,983
-19%
减持
VUG
VANGUARD INDEX FDS
-$45.8K
847
-15%
增持
PAYX
PAYCHEX INC
+$44.7K
2,769
+0%
减持
ISRG
INTUITIVE SURGICAL INC
-$44.3K
837
-18%
减持
LMT
LOCKHEED MARTIN CORP
+$40.5K
2,012
-17%
