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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 18
增持 68
减持 51
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
VO
VANGUARD INDEX FDS
+$5.1M
19,475
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$5.0M
31,296
-73%
增持
IBUF
INNOVATOR ETFS TRUST
+$1.7M
123,003
+116%
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
ZALT
INNOVATOR ETFS TRUST
+$1.2M
164,393
+29%
增持
SCHG
SCHWAB STRATEGIC TR
+$797.6K
231,594
+327%
增持
SCHM
SCHWAB STRATEGIC TR
+$726.8K
80,244
+345%
减持
AMZN
AMAZON COM INC
+$701.7K
21,755
-0%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$644.8K
1,179,469
+6%
增持
TSLA
TESLA INC
+$598.8K
4,135
+1%
建仓
BLK
BLACKROCK INC
+$567.9K
554
建仓
CBRE
CBRE GROUP INC
+$559.3K
4,260
增持
SCHX
SCHWAB STRATEGIC TR
+$550.9K
1,120,168
+199%
建仓
TLT
ISHARES TR
+$535.1K
6,127
清仓
—
BLACKROCK INC
-$520.3K
0
-100%
减持
DKS
DICKS SPORTING GOODS INC
+$506.0K
26,854
-1%
增持
RH
RH
+$469.4K
7,866
+0%
增持
VTI
VANGUARD INDEX FDS
+$461.2K
16,620
+8%
增持
GOOGL
ALPHABET INC
+$434.3K
14,688
+4%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$426.4K
1,419
建仓
AMAT
APPLIED MATLS INC
+$419.4K
2,579
增持
BSTP
INNOVATOR ETFS TRUST
+$361.3K
176,772
+5%
增持
AVGO
BROADCOM INC
+$360.8K
5,525
+4%
增持
MSFT
MICROSOFT CORP
+$349.9K
11,384
+10%
清仓
IBB
ISHARES TR
-$333.3K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$325.2K
447
-53%
减持
AAPL
APPLE INC
+$322.7K
41,735
-4%
减持
NVDA
NVIDIA CORPORATION
+$315.3K
26,498
-1%
建仓
EXR
EXTRA SPACE STORAGE INC
+$313.0K
2,092
增持
SCHF
SCHWAB STRATEGIC TR
-$292.4K
130,800
+98%
清仓
STZ
CONSTELLATION BRANDS INC
-$272.6K
0
-100%
清仓
IAPR
INNOVATOR ETFS TRUST
-$269.8K
0
-100%
增持
SCHO
SCHWAB STRATEGIC TR
-$268.9K
58,941
+71%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$257.0K
1,302
+85%
建仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
+$252.3K
6,938
减持
KO
COCA COLA CO
-$250.3K
21,781
-3%
增持
XLE
SELECT SECTOR SPDR TR
+$245.9K
6,335
+87%
建仓
ALB
ALBEMARLE CORP
+$245.2K
2,848
减持
XLV
SELECT SECTOR SPDR TR
-$245.1K
1,845
-43%
清仓
ENB
ENBRIDGE INC
-$243.1K
0
-100%
建仓
DIS
DISNEY WALT CO
+$241.6K
2,170
清仓
ADBE
ADOBE INC
-$237.1K
0
-100%
减持
SCCO
SOUTHERN COPPER CORP
-$236.4K
7,549
-6%
清仓
HSY
HERSHEY CO
-$234.7K
0
-100%
增持
EPAM
EPAM SYS INC
+$232.8K
1,903
+79%
建仓
BALT
INNOVATOR ETFS TRUST
+$231.3K
7,361
清仓
VNQ
VANGUARD INDEX FDS
-$229.5K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$225.0K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$224.8K
2,973
建仓
CRM
SALESFORCE INC
+$218.3K
653
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$217.1K
1,903
-27%
清仓
—
ARISTA NETWORKS INC
-$216.1K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$212.1K
948
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$211.1K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$210.3K
9,303
+2%
建仓
NDAQ
NASDAQ INC
+$210.1K
2,717
清仓
KOP
KOPPERS HOLDINGS INC
-$208.4K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$206.5K
3,386
+57%
建仓
ILMN
ILLUMINA INC
+$204.2K
1,528
建仓
GS
GOLDMAN SACHS GROUP INC
+$202.7K
354
清仓
DEO
DIAGEO PLC
-$202.3K
0
-100%
减持
WMT
WALMART INC
+$199.3K
32,641
-4%
增持
V
VISA INC
+$184.7K
2,982
+8%
增持
CACI
CACI INTL INC
-$179.6K
2,636
+7%
增持
LMT
LOCKHEED MARTIN CORP
-$171.7K
2,067
+3%
减持
PPG
PPG INDS INC
-$168.3K
7,286
-7%
减持
SBUX
STARBUCKS CORP
-$160.1K
17,005
-3%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$156.2K
59,192
+5%
增持
SCHB
SCHWAB STRATEGIC TR
+$155.2K
479,205
+197%
增持
NKE
NIKE INC
-$153.6K
16,664
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$138.4K
210,967
+217%
增持
JPM
JPMORGAN CHASE & CO.
+$131.4K
3,221
+6%
增持
—
EXXON MOBIL CORP
-$129.2K
15,118
+1%
增持
MA
MASTERCARD INCORPORATED
+$129.1K
2,763
+3%
减持
WMB
WILLIAMS COS INC
+$126.9K
17,919
-3%
减持
XLK
SELECT SECTOR SPDR TR
+$126.0K
20,435
-0%
减持
QCOM
QUALCOMM INC
-$123.5K
6,718
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$121.2K
11,834
-11%
减持
BHP
BHP GROUP LTD
-$115.7K
4,379
-17%
增持
WMS
ADVANCED DRAIN SYS INC DEL
+$114.8K
5,658
+65%
减持
JNJ
JOHNSON & JOHNSON
-$111.9K
5,526
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$106.1K
2,789
-8%
减持
LLY
ELI LILLY & CO
-$100.6K
331
-18%
增持
XLC
SELECT SECTOR SPDR TR
+$97.3K
15,166
+0%
增持
GLD
SPDR GOLD TR
+$95.5K
9,208
+5%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$94.9K
10,100
减持
TRMB
TRIMBLE INC
+$93.1K
13,142
-2%
增持
OSK
OSHKOSH CORP
+$84.6K
5,027
+28%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$82.6K
78,345
+1%
增持
TSCO
TRACTOR SUPPLY CO
-$80.6K
23,761
+415%
减持
MAIN
MAIN STR CAP CORP
+$80.4K
13,457
-5%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$74.5K
867
-5%
减持
BDX
BECTON DICKINSON & CO
-$73.8K
1,214
-16%
增持
PEP
PEPSICO INC
-$71.3K
4,679
+2%
增持
SJM
SMUCKER J M CO
-$70.4K
9,596
+3%
增持
CVX
CHEVRON CORP NEW
+$70.3K
6,400
+10%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$69.7K
920
+39%
增持
NFLX
NETFLIX INC
+$69.5K
331
+4%
减持
UNP
UNION PAC CORP
-$69.3K
3,426
-1%
减持
TRU
TRANSUNION
-$67.8K
4,107
-4%
增持
MELI
MERCADOLIBRE INC
-$64.3K
212
+2%
增持
QQQ
INVESCO QQQ TR
+$61.3K
1,759
+2%
减持
SYY
SYSCO CORP
-$56.6K
6,421
-8%
增持
CSX
CSX CORP
-$55.0K
51,522
+4%
减持
CMI
CUMMINS INC
+$54.8K
2,261
-0%
减持
CNI
CANADIAN NATL RY CO
-$54.7K
2,698
-4%
减持
RTX
RTX CORPORATION
-$54.2K
7,270
-2%
减持
CSCO
CISCO SYS INC
+$53.7K
11,610
-2%
减持
D
DOMINION ENERGY INC
-$52.1K
3,747
-15%
增持
MU
MICRON TECHNOLOGY INC
-$51.6K
2,910
+2%
增持
JJSF
J & J SNACK FOODS CORP
-$50.2K
8,304
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$49.6K
3,676
-1%
增持
HD
HOME DEPOT INC
-$48.9K
4,015
+1%
增持
MCD
MCDONALDS CORP
-$48.1K
3,394
+0%
减持
XLU
SELECT SECTOR SPDR TR
-$46.9K
3,170
-11%
减持
DUK
DUKE ENERGY CORP NEW
-$46.8K
4,555
-2%
减持
META
META PLATFORMS INC
-$45.8K
5,522
-4%
减持
FBND
FIDELITY MERRIMACK STR TR
-$45.4K
4,816
-14%
增持
COF
CAPITAL ONE FINL CORP
+$44.4K
1,447
+1%
增持
SYK
STRYKER CORPORATION
+$44.3K
3,676
+4%
减持
GOOG
ALPHABET INC
+$42.8K
1,911
-1%
增持
—
ACCENTURE PLC IRELAND
+$42.4K
1,066
+13%
减持
—
TRANE TECHNOLOGIES PLC
-$40.7K
1,619
-1%
减持
IJR
ISHARES TR
-$39.7K
2,579
-10%
减持
NOC
NORTHROP GRUMMAN CORP
-$39.3K
660
-0%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$36.6K
3,251
+0%
减持
MAS
MASCO CORP
-$34.8K
2,970
-0%
增持
MAR
MARRIOTT INTL INC NEW
+$33.7K
1,077
+0%
减持
CPRT
COPART INC
+$33.4K
9,179
-3%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$32.3K
4,919
-2%
增持
LFUS
LITTELFUSE INC
-$31.9K
4,439
+9%
减持
ATR
APTARGROUP INC
-$31.5K
7,550
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
-$31.2K
224,514
+8%
增持
MNRO
MONRO INC
-$27.2K
15,467
+9%
减持
COST
COSTCO WHSL CORP NEW
+$27.2K
2,999
-2%
减持
—
EATON CORP PLC
-$26.7K
4,160
-2%
增持
WPC
WP CAREY INC
-$26.3K
4,166
+2%
增持
IGSB
ISHARES TR
+$24.3K
7,590
+9%
减持
SPGI
S&P GLOBAL INC
-$23.6K
517
-5%
增持
WFG
WEST FRASER TIMBER CO LTD
+$22.7K
2,840
+24%
增持
CAT
CATERPILLAR INC
-$21.7K
958
+1%
增持
XLI
SELECT SECTOR SPDR TR
-$21.5K
6,369
+0%
增持
PG
PROCTER AND GAMBLE CO
+$20.8K
3,579
+7%
减持
EVRG
EVERGY INC
-$20.7K
4,950
-6%
增持
SRE
SEMPRA
+$20.7K
4,708
+0%
增持
PLOW
DOUGLAS DYNAMICS INC
+$18.9K
17,292
+22%
增持
SCHZ
SCHWAB STRATEGIC TR
-$18.3K
17,708
+100%
增持
PAYX
PAYCHEX INC
+$18.2K
2,780
+0%
减持
IVV
ISHARES TR
-$18.1K
1,168
-4%
增持
PGR
PROGRESSIVE CORP
-$18.0K
1,293
+0%
增持
IWM
ISHARES TR
+$17.3K
1,244
+7%
