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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 23
增持 46
减持 68
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
VO
VANGUARD INDEX FDS
+$4.0M
39,680
+44%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$3.8M
62,748
增持
PYLD
PIMCO ETF TR
+$3.1M
125,860
+1521%
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
SCHX
SCHWAB STRATEGIC TR
+$2.2M
1,135,116
-2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.9M
29,862
-45%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.6M
1,265,467
+3%
增持
MSFT
MICROSOFT CORP
+$1.5M
11,147
+3%
增持
BSTP
INNOVATOR ETFS TRUST
+$1.4M
220,024
+16%
建仓
VGUS
VANGUARD INSTL INDEX FD
+$1.2M
15,685
减持
NVDA
NVIDIA CORPORATION
+$1.0M
25,095
-7%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.0M
231,606
+3%
减持
SCHB
SCHWAB STRATEGIC TR
+$1.0M
478,355
-1%
减持
AAPL
APPLE INC
-$800.5K
41,362
-1%
增持
AMZN
AMAZON COM INC
+$777.7K
21,910
+3%
增持
AVGO
BROADCOM INC
+$731.6K
5,388
+20%
减持
XLK
SELECT SECTOR SPDR TR
+$691.6K
15,465
-1%
增持
VOO
VANGUARD INDEX FDS
+$677.6K
8,931
+4%
减持
SCHO
SCHWAB STRATEGIC TR
-$585.6K
42,973
-36%
建仓
XLI
SELECT SECTOR SPDR TR
+$584.2K
3,960
建仓
UNH
UNITEDHEALTH GROUP INC
+$528.5K
1,694
清仓
CPRT
COPART INC
-$506.3K
0
-100%
减持
RH
RH
-$468.7K
8,507
-4%
清仓
XLY
SELECT SECTOR SPDR TR
-$463.0K
0
-100%
增持
IBUF
INNOVATOR ETFS TRUST
+$450.8K
156,093
+7%
增持
JPM
JPMORGAN CHASE & CO.
+$433.3K
4,266
+30%
建仓
GEV
GE VERNOVA INC
+$413.8K
782
减持
JNJ
JOHNSON & JOHNSON
-$397.3K
3,046
-41%
增持
SHAK
SHAKE SHACK INC
+$397.1K
6,166
+16%
建仓
SCHY
SCHWAB STRATEGIC TR
+$393.1K
14,371
建仓
APH
AMPHENOL CORP NEW
+$391.6K
3,966
减持
EME
EMCOR GROUP INC
+$383.0K
2,450
-2%
减持
SCHG
SCHWAB STRATEGIC TR
+$377.8K
219,830
-9%
增持
GLD
SPDR GOLD TR
+$377.6K
11,507
+6%
减持
—
ASTRAZENECA PLC
-$365.0K
4,301
-53%
建仓
—
FERRARI N V
+$359.4K
733
增持
—
EATON CORP PLC
+$350.5K
4,074
+0%
建仓
ISVL
ISHARES TR
+$342.9K
8,160
建仓
WDAY
WORKDAY INC
+$332.4K
1,385
减持
WMT
WALMART INC
+$331.3K
34,048
-0%
建仓
CRM
SALESFORCE INC
+$327.5K
1,201
建仓
CEG
CONSTELLATION ENERGY CORP
+$327.3K
1,014
增持
SPGI
S&P GLOBAL INC
+$321.5K
1,054
+129%
清仓
VNQ
VANGUARD INDEX FDS
-$315.2K
0
-100%
建仓
VXUS
VANGUARD STAR FDS
+$299.0K
4,328
减持
CVX
CHEVRON CORP NEW
-$296.5K
5,893
-14%
建仓
HEI/A
HEICO CORP NEW
+$292.1K
1,129
减持
XLF
SELECT SECTOR SPDR TR
-$264.6K
24,792
-21%
清仓
—
GLOBANT S A
-$263.1K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$262.0K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$261.3K
5,834
+26%
增持
QQQ
INVESCO QQQ TR
+$254.8K
2,016
+10%
减持
SJM
SMUCKER J M CO
-$254.6K
7,771
-10%
建仓
SHW
SHERWIN WILLIAMS CO
+$254.1K
740
增持
SPY
SPDR S&P 500 ETF TR
+$249.9K
2,923
+5%
建仓
ORCL
ORACLE CORP
+$241.4K
1,104
清仓
DHR
DANAHER CORPORATION
-$236.2K
0
-100%
建仓
TMB
THORNBURG ETF TR
+$235.4K
9,248
清仓
XLU
SELECT SECTOR SPDR TR
-$230.4K
0
-100%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$226.4K
2,232
+23%
建仓
RMOP
TIDAL TRUST III
+$223.0K
9,102
清仓
FBND
FIDELITY MERRIMACK STR TR
-$218.7K
0
-100%
增持
NFLX
NETFLIX INC
+$218.2K
532
+0%
建仓
SCHW
SCHWAB CHARLES CORP
+$216.7K
2,375
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$216.7K
78,842
-4%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$213.4K
2,220
+35%
增持
LLY
ELI LILLY & CO
+$213.2K
691
+75%
清仓
FOXF
FOX FACTORY HLDG CORP
-$210.3K
0
-100%
清仓
BHP
BHP GROUP LTD
-$209.7K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$209.1K
1,007
清仓
WFG
WEST FRASER TIMBER CO LTD
-$206.5K
0
-100%
清仓
AMGN
AMGEN INC
-$205.6K
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$205.2K
15,924
-6%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$205.0K
3,443
+10%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$205.0K
869
-22%
清仓
SLV
ISHARES SILVER TR
-$202.7K
0
-100%
建仓
NDAQ
NASDAQ INC
+$202.4K
2,263
建仓
AMD
ADVANCED MICRO DEVICES INC
+$200.5K
1,413
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$197.7K
3,756
-1%
减持
JJSF
J & J SNACK FOODS CORP
-$194.8K
8,646
-3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$193.7K
2,015
-49%
减持
META
META PLATFORMS INC
+$190.5K
4,385
-17%
减持
—
EXXON MOBIL CORP
-$174.5K
15,127
-0%
减持
CBRE
CBRE GROUP INC
-$165.3K
2,538
-36%
增持
NKE
NIKE INC
+$163.5K
18,937
+2%
增持
XLV
SELECT SECTOR SPDR TR
+$162.9K
3,181
+75%
建仓
NU
NU HLDGS LTD
+$162.3K
11,832
减持
ZALT
INNOVATOR ETFS TRUST
+$158.7K
180,148
-0%
增持
LFUS
LITTELFUSE INC
+$158.2K
4,539
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$155.8K
212,686
+9%
减持
MELI
MERCADOLIBRE INC
-$151.0K
93
-54%
减持
XLE
SELECT SECTOR SPDR TR
-$149.1K
5,209
-18%
减持
CACI
CACI INTL INC
+$142.7K
2,216
-11%
增持
RTX
RTX CORPORATION
+$139.8K
7,555
+4%
减持
SCHM
SCHWAB STRATEGIC TR
-$138.4K
58,091
-14%
增持
MU
MICRON TECHNOLOGY INC
+$136.7K
3,237
+7%
增持
ISRG
INTUITIVE SURGICAL INC
+$134.2K
1,019
+20%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$133.4K
21,079
-15%
减持
CSX
CSX CORP
+$131.1K
42,061
-0%
减持
—
ENVIRI CORP
-$127.6K
25,928
-51%
减持
COST
COSTCO WHSL CORP NEW
+$127.4K
2,906
-0%
增持
VMI
VALMONT INDS INC
+$122.3K
2,685
+2%
增持
GOOG
ALPHABET INC
+$120.5K
2,389
+23%
减持
TSLA
TESLA INC
+$118.9K
3,937
-10%
减持
PEP
PEPSICO INC
-$117.5K
4,329
-6%
减持
SCHF
SCHWAB STRATEGIC TR
+$112.9K
121,671
-7%
增持
GS
GOLDMAN SACHS GROUP INC
+$112.5K
453
+19%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$111.2K
1,493
+15%
增持
BLK
BLACKROCK INC
+$109.2K
399
+22%
减持
PPG
PPG INDS INC
-$101.4K
6,051
-16%
减持
PG
PROCTER AND GAMBLE CO
-$97.1K
3,225
-10%
减持
SBUX
STARBUCKS CORP
-$92.0K
12,928
-1%
减持
SMCI
SUPER MICRO COMPUTER INC
+$89.5K
6,540
-3%
增持
IWM
ISHARES TR
+$88.5K
1,734
+21%
增持
MCO
MOODYS CORP
+$87.6K
922
+15%
减持
MCD
MCDONALDS CORP
-$87.1K
3,416
-2%
减持
IWF
ISHARES TR
+$81.0K
1,274
-0%
减持
KO
COCA COLA CO
-$80.7K
19,872
-4%
减持
SON
SONOCO PRODS CO
-$80.4K
15,339
-3%
减持
GOOGL
ALPHABET INC
+$80.2K
12,460
-9%
减持
SCHZ
SCHWAB STRATEGIC TR
-$79.5K
13,721
-20%
增持
DKS
DICKS SPORTING GOODS INC
-$79.1K
26,953
+0%
减持
GLW
CORNING INC
+$69.9K
16,759
-5%
减持
CSCO
CISCO SYS INC
+$69.5K
11,326
-2%
增持
COF
CAPITAL ONE FINL CORP
+$68.3K
1,549
+6%
减持
—
ACCENTURE PLC IRELAND
-$64.3K
783
-18%
减持
PLOW
DOUGLAS DYNAMICS INC
-$63.5K
9,587
-36%
增持
TSCO
TRACTOR SUPPLY CO
+$62.9K
25,191
+10%
减持
UNP
UNION PAC CORP
-$62.7K
2,822
-6%
增持
XLP
SELECT SECTOR SPDR TR
+$61.8K
5,520
+17%
减持
ORI
OLD REP INTL CORP
-$57.0K
23,142
-4%
增持
C
CITIGROUP INC
+$56.2K
3,041
+7%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$56.0K
1,082
-2%
减持
DUK
DUKE ENERGY CORP NEW
-$50.2K
4,292
-6%
减持
SYK
STRYKER CORPORATION
+$48.4K
3,516
-3%
减持
XLC
SELECT SECTOR SPDR TR
+$48.0K
19,914
-9%
增持
MAR
MARRIOTT INTL INC NEW
+$46.9K
1,107
+3%
减持
TRMB
TRIMBLE INC
+$46.4K
11,448
-9%
减持
DTH
WISDOMTREE TR
+$44.5K
12,925
-1%
增持
BALT
INNOVATOR ETFS TRUST
+$44.3K
8,160
+18%
减持
LMT
LOCKHEED MARTIN CORP
-$43.2K
1,790
-8%
减持
HDB
HDFC BANK LTD
-$42.4K
4,554
-23%
减持
CMI
CUMMINS INC
-$41.7K
2,028
-10%
减持
FDS
FACTSET RESH SYS INC
-$40.9K
2,163
-2%
减持
SSD
SIMPSON MFG INC
-$36.1K
7,505
-2%
增持
TLT
ISHARES TR
+$35.5K
6,877
+10%
减持
PM
PHILIP MORRIS INTL INC
+$34.1K
3,045
-7%
减持
WMB
WILLIAMS COS INC
+$33.3K
17,459
-2%
增持
BJUL
INNOVATOR ETFS TRUST
+$31.8K
5,892
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$31.5K
11,621
-1%
减持
QCOM
QUALCOMM INC
-$29.5K
5,836
-7%
