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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 18
增持 50
减持 61
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$3.6M
1,231,002
+4%
增持
VO
VANGUARD INDEX FDS
+$2.0M
27,515
+41%
减持
XLK
SELECT SECTOR SPDR TR
-$1.5M
15,618
-24%
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
AAPL
APPLE INC
-$1.2M
41,808
+0%
增持
RH
RH
-$1.0M
8,859
+13%
增持
GLD
SPDR GOLD TR
+$900.5K
10,863
+18%
清仓
XLI
SELECT SECTOR SPDR TR
-$839.2K
0
-100%
减持
MSFT
MICROSOFT CORP
-$753.8K
10,775
-5%
减持
AMZN
AMAZON COM INC
-$743.7K
21,177
-3%
减持
DKS
DICKS SPORTING GOODS INC
-$734.6K
26,844
-0%
增持
IBUF
INNOVATOR ETFS TRUST
+$714.1K
146,335
+19%
增持
XLF
SELECT SECTOR SPDR TR
+$710.7K
31,379
+78%
减持
GOOGL
ALPHABET INC
-$664.8K
13,681
-7%
增持
XLC
SELECT SECTOR SPDR TR
+$645.1K
21,911
+44%
增持
NVDA
NVIDIA CORPORATION
-$622.8K
27,086
+2%
减持
VOO
VANGUARD INDEX FDS
-$617.0K
8,553
-8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$577.5K
82,066
+5%
建仓
DTH
WISDOMTREE TR
+$554.4K
13,057
增持
TSLA
TESLA INC
-$538.1K
4,367
+6%
减持
AVGO
BROADCOM INC
-$527.3K
4,501
-19%
建仓
CAVA
CAVA GROUP INC
+$518.4K
5,999
增持
ZALT
INNOVATOR ETFS TRUST
+$497.5K
181,050
+10%
增持
SCHB
SCHWAB STRATEGIC TR
-$495.5K
482,232
+1%
清仓
OSK
OSHKOSH CORP
-$477.9K
0
-100%
建仓
SHAK
SHAKE SHACK INC
+$469.9K
5,329
增持
SCHX
SCHWAB STRATEGIC TR
-$467.3K
1,154,808
+3%
建仓
XLY
SELECT SECTOR SPDR TR
+$463.0K
2,345
减持
SCHM
SCHWAB STRATEGIC TR
-$455.7K
67,476
-16%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$447.4K
24,816
-21%
清仓
EPAM
EPAM SYS INC
-$445.0K
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$441.4K
8,792
减持
DFAI
DIMENSIONAL ETF TRUST
+$433.3K
223,795
-0%
减持
CSX
CSX CORP
-$421.3K
42,180
-18%
清仓
AMAT
APPLIED MATLS INC
-$419.4K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
-$411.1K
241,353
+4%
清仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$399.9K
0
-100%
清仓
EA
ELECTRONIC ARTS INC
-$388.7K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$355.9K
3,797
+3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$332.9K
54,278
-8%
建仓
VNQ
VANGUARD INDEX FDS
+$315.2K
3,481
清仓
EXR
EXTRA SPACE STORAGE INC
-$313.0K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$309.7K
0
-100%
清仓
EVRG
EVERGY INC
-$304.7K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$283.2K
196,010
-7%
增持
BSTP
INNOVATOR ETFS TRUST
+$279.4K
190,120
+8%
减持
—
EATON CORP PLC
-$276.7K
4,061
-2%
减持
SBUX
STARBUCKS CORP
-$275.1K
13,015
-23%
清仓
CNI
CANADIAN NATL RY CO
-$273.9K
0
-100%
减持
BLK
BLACKROCK INC
-$258.4K
327
-41%
清仓
MSCI
MSCI INC
-$256.8K
0
-100%
清仓
ALB
ALBEMARLE CORP
-$245.2K
0
-100%
清仓
DIS
DISNEY WALT CO
-$241.6K
0
-100%
建仓
NSC
NORFOLK SOUTHN CORP
+$239.9K
1,013
清仓
—
FTAI AVIATION LTD
-$239.8K
0
-100%
建仓
DHR
DANAHER CORPORATION
+$236.2K
1,152
建仓
ABBV
ABBVIE INC
+$234.5K
1,119
建仓
SMCI
SUPER MICRO COMPUTER INC
+$231.0K
6,746
清仓
UNH
UNITEDHEALTH GROUP INC
-$226.1K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$222.1K
16,759
+0%
建仓
IAU
ISHARES GOLD TR
+$218.6K
3,707
清仓
CRM
SALESFORCE INC
-$218.3K
0
-100%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$216.3K
1,254
清仓
MAS
MASCO CORP
-$215.5K
0
-100%
增持
SCHO
SCHWAB STRATEGIC TR
+$215.1K
67,102
+14%
建仓
MO
ALTRIA GROUP INC
+$214.0K
3,566
增持
CVX
CHEVRON CORP NEW
+$213.3K
6,817
+7%
清仓
CEG
CONSTELLATION ENERGY CORP
-$212.1K
0
-100%
清仓
NDAQ
NASDAQ INC
-$210.1K
0
-100%
建仓
AMGN
AMGEN INC
+$205.6K
660
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$205.6K
4,612
+36%
建仓
PYLD
PIMCO ETF TR
+$204.5K
7,762
清仓
LOW
LOWES COS INC
-$204.3K
0
-100%
清仓
ILMN
ILLUMINA INC
-$204.2K
0
-100%
建仓
SLV
ISHARES SILVER TR
+$202.7K
6,541
建仓
C
CITIGROUP INC
+$202.7K
2,855
建仓
ENB
ENBRIDGE INC
+$201.0K
4,536
增持
NFLX
NETFLIX INC
+$199.2K
530
+60%
增持
NOW
SERVICENOW INC
-$194.3K
752
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$188.5K
1,109
+28%
减持
META
META PLATFORMS INC
-$187.1K
5,285
-4%
增持
VTI
VANGUARD INDEX FDS
-$182.0K
16,863
+1%
增持
—
EXXON MOBIL CORP
+$179.0K
15,179
+0%
减持
LFUS
LITTELFUSE INC
-$175.1K
4,427
-0%
减持
—
TRANE TECHNOLOGIES PLC
-$174.1K
1,258
-22%
减持
VMI
VALMONT INDS INC
-$167.6K
2,644
-12%
减持
MNRO
MONRO INC
-$167.2K
14,956
-3%
减持
SCHF
SCHWAB STRATEGIC TR
+$156.2K
130,233
-0%
减持
CACI
CACI INTL INC
-$151.5K
2,490
-6%
增持
EME
EMCOR GROUP INC
-$144.3K
2,509
+6%
增持
PM
PHILIP MORRIS INTL INC
+$141.3K
3,280
+4%
减持
LMT
LOCKHEED MARTIN CORP
-$132.3K
1,953
-6%
减持
KO
COCA COLA CO
+$130.5K
20,758
-5%
减持
GGG
GRACO INC
-$129.9K
13,252
-10%
增持
RTX
RTX CORPORATION
+$122.1K
7,273
+0%
减持
MRK
MERCK & CO INC
-$118.2K
2,445
-28%
增持
JJSF
J & J SNACK FOODS CORP
-$112.9K
8,923
+7%
减持
SSD
SIMPSON MFG INC
-$109.1K
7,650
-3%
减持
TRMB
TRIMBLE INC
-$105.2K
12,542
-5%
增持
MCD
MCDONALDS CORP
+$101.3K
3,474
+2%
减持
ATR
APTARGROUP INC
-$100.7K
7,315
-3%
减持
WMB
WILLIAMS COS INC
+$93.5K
17,793
-1%
减持
SRE
SEMPRA
-$89.7K
4,530
-4%
减持
CMI
CUMMINS INC
-$82.3K
2,252
-0%
减持
PPG
PPG INDS INC
-$80.6K
7,222
-1%
增持
NKE
NIKE INC
-$79.1K
18,618
+12%
增持
PNC
PNC FINL SVCS GROUP INC
-$78.9K
4,632
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$78.7K
1,120
+22%
减持
SPY
SPDR S&P 500 ETF TR
-$78.2K
2,782
-0%
减持
—
ACCENTURE PLC IRELAND
-$76.7K
956
-10%
减持
ORI
OLD REP INTL CORP
+$73.1K
24,136
-0%
减持
QCOM
QUALCOMM INC
-$73.0K
6,244
-7%
减持
TRU
TRANSUNION
-$70.8K
3,735
-9%
增持
LLY
ELI LILLY & CO
+$69.9K
394
+19%
减持
UNP
UNION PAC CORP
-$69.2K
3,014
-12%
减持
MA
MASTERCARD INCORPORATED
-$66.5K
2,533
-8%
增持
DUK
DUKE ENERGY CORP NEW
+$65.9K
4,564
+0%
减持
IWF
ISHARES TR
-$65.2K
1,275
-3%
减持
JNJ
JOHNSON & JOHNSON
+$63.4K
5,201
-6%
减持
PLOW
DOUGLAS DYNAMICS INC
-$62.6K
14,895
-14%
减持
TTC
TORO CO
-$62.3K
6,321
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
+$61.0K
11,779
-0%
增持
GOOG
ALPHABET INC
-$60.7K
1,941
+2%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$60.4K
5,464
-3%
增持
PGR
PROGRESSIVE CORP
+$59.2K
1,304
+1%
增持
WM
WASTE MGMT INC DEL
+$58.2K
1,556
+4%
增持
HD
HOME DEPOT INC
-$57.0K
4,106
+2%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$56.7K
1,641
-14%
增持
FOXF
FOX FACTORY HLDG CORP
-$56.1K
9,009
+2%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
+$51.3K
3,243
-0%
增持
—
GLOBANT S A
+$50.6K
2,235
+126%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$49.3K
3,916
+29%
增持
WMT
WALMART INC
+$48.8K
34,150
+5%
减持
XLE
SELECT SECTOR SPDR TR
+$48.2K
6,323
-0%
减持
MAR
MARRIOTT INTL INC NEW
-$44.8K
1,073
-0%
增持
QQQ
INVESCO QQQ TR
-$42.1K
1,829
+4%
减持
IJR
ISHARES TR
-$40.4K
2,456
-5%
增持
XLP
SELECT SECTOR SPDR TR
+$39.9K
4,716
+7%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$39.5K
3,132
+5%
减持
WFG
WEST FRASER TIMBER CO LTD
-$39.4K
2,684
-5%
减持
SJM
SMUCKER J M CO
-$39.0K
8,595
-10%
减持
CBRE
CBRE GROUP INC
-$38.4K
3,983
-7%
减持
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$37.7K
5,400
-22%
增持
TLT
ISHARES TR
+$36.3K
6,277
+2%
减持
SON
SONOCO PRODS CO
-$35.2K
15,847
-1%
减持
PAYX
PAYCHEX INC
+$35.2K
2,755
-1%
减持
V
VISA INC
-$35.1K
2,589
-13%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$35.0K
1,814
+28%
增持
FDS
FACTSET RESH SYS INC
-$34.8K
2,218
+2%
减持
CAT
CATERPILLAR INC
-$33.9K
951
-1%
减持
MAIN
MAIN STR CAP CORP
-$33.7K
13,342
-1%
