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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 13
增持 56
减持 60
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
PYLD
PIMCO ETF TR
+$24.1M
1,022,407
+712%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$6.6M
1,390,339
+10%
增持
SCHX
SCHWAB STRATEGIC TR
+$4.6M
1,226,697
+8%
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
+$3.5M
282,959
+57%
增持
TMB
THORNBURG ETF TR
+$3.0M
126,060
+1263%
增持
VO
VANGUARD INDEX FDS
+$2.7M
47,046
+19%
增持
AAPL
APPLE INC
+$2.2M
42,034
+2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.2M
280,599
+21%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.8M
32,256
-49%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.4M
243,695
+11%
增持
VXUS
VANGUARD STAR FDS
+$1.3M
21,887
+406%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
27,934
+11%
增持
XLK
SELECT SECTOR SPDR TR
+$1.1M
17,821
+15%
减持
SCHM
SCHWAB STRATEGIC TR
-$965.0K
22,417
-61%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$871.4K
78,818
-0%
减持
XLF
SELECT SECTOR SPDR TR
-$658.8K
11,872
-52%
增持
DKS
DICKS SPORTING GOODS INC
+$658.4K
26,955
+0%
增持
GLD
SPDR GOLD TR
+$647.1K
11,688
+2%
增持
IBUF
INNOVATOR ETFS TRUST
+$631.1K
174,190
+12%
增持
VOO
VANGUARD INDEX FDS
+$624.5K
9,304
+4%
减持
SCHB
SCHWAB STRATEGIC TR
+$607.7K
467,013
-2%
减持
GOOGL
ALPHABET INC
+$555.4K
11,317
-9%
增持
AVGO
BROADCOM INC
+$539.8K
6,138
+14%
建仓
IJJ
ISHARES TR
+$523.9K
4,039
清仓
FISV
FISERV INC
-$499.0K
0
-100%
建仓
BND
VANGUARD BD INDEX FDS
+$477.2K
6,417
减持
TSLA
TESLA INC
+$469.6K
3,868
-2%
减持
GLW
CORNING INC
+$464.3K
16,405
-2%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$463.4K
0
-100%
清仓
—
ASML HOLDING N V
-$431.1K
0
-100%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$402.8K
7,085
建仓
SLV
ISHARES SILVER TR
+$369.8K
8,729
减持
KO
COCA COLA CO
-$333.5K
16,171
-19%
清仓
WDAY
WORKDAY INC
-$332.4K
0
-100%
清仓
CRM
SALESFORCE INC
-$327.5K
0
-100%
增持
ORCL
ORACLE CORP
+$326.5K
2,019
+83%
减持
NFLX
NETFLIX INC
-$302.4K
342
-36%
清仓
—
ASTRAZENECA PLC
-$300.6K
0
-100%
清仓
TRU
TRANSUNION
-$295.4K
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$293.3K
3,363
清仓
HEI/A
HEICO CORP NEW
-$292.1K
0
-100%
建仓
GDX
VANECK ETF TRUST
+$289.9K
3,795
增持
SHAK
SHAKE SHACK INC
-$283.1K
6,237
+1%
清仓
PLOW
DOUGLAS DYNAMICS INC
-$282.5K
0
-100%
建仓
—
FTAI AVIATION LTD
+$277.8K
1,665
清仓
NSC
NORFOLK SOUTHN CORP
-$266.5K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$256.1K
16,609
-0%
建仓
DJP
BARCLAYS BANK PLC
+$255.2K
7,200
清仓
SHW
SHERWIN WILLIAMS CO
-$254.1K
0
-100%
减持
BSTP
INNOVATOR ETFS TRUST
+$250.3K
215,832
-2%
清仓
MELI
MERCADOLIBRE INC
-$243.1K
0
-100%
增持
CMI
CUMMINS INC
+$242.2K
2,146
+6%
增持
FDS
FACTSET RESH SYS INC
-$237.5K
2,548
+18%
增持
GEV
GE VERNOVA INC
+$234.9K
1,055
+35%
清仓
—
ACCENTURE PLC IRELAND
-$234.0K
0
-100%
清仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$227.9K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
-$227.7K
729
-28%
清仓
RMOP
TIDAL TRUST III
-$223.0K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$223.0K
1,089
增持
QQQ
INVESCO QQQ TR
+$220.7K
2,220
+10%
增持
SJM
SMUCKER J M CO
+$217.1K
9,026
+16%
清仓
MNRO
MONRO INC
-$216.4K
0
-100%
减持
CSX
CSX CORP
-$214.1K
32,620
-22%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$213.2K
0
-100%
建仓
SCHJ
SCHWAB STRATEGIC TR
+$212.8K
8,530
建仓
URI
UNITED RENTALS INC
+$210.0K
220
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$209.4K
1,362
-39%
清仓
TXN
TEXAS INSTRS INC
-$209.1K
0
-100%
增持
TTC
TORO CO
+$207.1K
8,473
+37%
建仓
FEX
FIRST TR EXCHANGE-TRADED ALP
+$206.8K
1,770
建仓
SHY
ISHARES TR
+$206.6K
2,490
清仓
NDAQ
NASDAQ INC
-$202.4K
0
-100%
减持
V
VISA INC
-$188.6K
2,184
-17%
减持
META
META PLATFORMS INC
-$184.4K
4,156
-5%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$180.8K
3,564
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$179.4K
2,050
+21%
减持
AMZN
AMAZON COM INC
-$163.1K
21,149
-3%
清仓
NU
NU HLDGS LTD
-$162.3K
0
-100%
减持
WMT
WALMART INC
+$150.0K
33,760
-1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$145.7K
7,644
+48%
增持
SPY
SPDR S&P 500 ETF TR
+$144.0K
2,928
+0%
增持
RH
RH
+$142.9K
8,618
+1%
减持
MCO
MOODYS CORP
-$142.7K
671
-27%
增持
HDB
HDFC BANK LTD
-$141.3K
6,084
+34%
减持
SPGI
S&P GLOBAL INC
-$139.6K
855
-19%
减持
—
FERRARI N V
-$139.3K
454
-38%
减持
MA
MASTERCARD INCORPORATED
-$137.6K
2,220
-11%
减持
DTH
WISDOMTREE TR
-$136.6K
9,404
-27%
减持
HD
HOME DEPOT INC
+$136.5K
4,120
-1%
增持
JNJ
JOHNSON & JOHNSON
+$134.7K
3,236
+6%
增持
CACI
CACI INTL INC
+$129.2K
2,377
+7%
增持
WMS
ADVANCED DRAIN SYS INC DEL
+$126.9K
5,294
+0%
减持
SCCO
SOUTHERN COPPER CORP
+$126.6K
6,828
-2%
增持
IJR
ISHARES TR
+$125.9K
3,166
+38%
减持
UNP
UNION PAC CORP
-$123.6K
2,224
-21%
减持
SCHF
SCHWAB STRATEGIC TR
+$121.4K
120,721
-1%
减持
MU
MICRON TECHNOLOGY INC
-$119.2K
1,672
-48%
减持
SMCI
SUPER MICRO COMPUTER INC
-$118.9K
4,206
-36%
减持
LFUS
LITTELFUSE INC
-$114.3K
3,532
-22%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$112.5K
18,180
-14%
减持
NKE
NIKE INC
-$112.0K
17,688
-7%
减持
GOOG
ALPHABET INC
+$111.3K
2,197
-8%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$111.0K
1,460
-34%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$108.4K
503
-42%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$106.9K
957
-12%
增持
BALT
INNOVATOR ETFS TRUST
+$106.6K
11,225
+38%
减持
PPG
PPG INDS INC
-$105.5K
5,545
-8%
增持
CAT
CATERPILLAR INC
+$103.5K
893
+7%
减持
XLC
SELECT SECTOR SPDR TR
+$103.3K
19,131
-4%
减持
XLV
SELECT SECTOR SPDR TR
-$98.1K
2,376
-25%
减持
CBRE
CBRE GROUP INC
-$96.6K
1,644
-35%
减持
ORI
OLD REP INTL CORP
+$90.9K
23,086
-0%
减持
MSFT
MICROSOFT CORP
-$87.4K
10,536
-5%
减持
RTX
RTX CORPORATION
+$87.4K
7,115
-6%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$80.2K
0
-100%
增持
IVV
ISHARES TR
+$73.7K
1,116
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$72.1K
1,806
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$71.8K
1,891
-6%
增持
SYK
STRYKER CORPORATION
-$70.6K
3,573
+2%
减持
TRMB
TRIMBLE INC
-$70.1K
9,795
-14%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$69.7K
5,956
+2%
减持
—
EXXON MOBIL CORP
+$68.9K
15,074
-0%
减持
LLY
ELI LILLY & CO
-$67.1K
618
-11%
减持
BLK
BLACKROCK INC
-$66.6K
302
-24%
增持
SRE
SEMPRA
+$66.5K
4,626
+0%
减持
PNC
PNC FINL SVCS GROUP INC
+$62.6K
4,341
-0%
增持
ABBV
ABBVIE INC
+$61.6K
1,152
+4%
增持
GGG
GRACO INC
+$60.6K
13,814
+7%
减持
VTI
VANGUARD INDEX FDS
+$57.3K
14,922
-6%
增持
C
CITIGROUP INC
+$56.2K
3,104
+2%
增持
IWF
ISHARES TR
+$55.9K
1,275
+0%
减持
PAYX
PAYCHEX INC
-$55.1K
2,746
-1%
增持
NOW
SERVICENOW INC
-$54.7K
593
+2%
减持
SCHO
SCHWAB STRATEGIC TR
-$54.3K
40,712
-5%
减持
VMI
VALMONT INDS INC
+$54.1K
2,401
-11%
增持
SCHY
SCHWAB STRATEGIC TR
+$53.9K
15,997
+11%
减持
—
EATON CORP PLC
+$53.5K
4,029
-1%
减持
EME
EMCOR GROUP INC
-$52.3K
1,937
-21%
增持
GS
GOLDMAN SACHS GROUP INC
+$51.3K
467
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$51.2K
1,556
+10%
增持
PEP
PEPSICO INC
+$50.8K
4,432
+2%
减持
MAIN
MAIN STR CAP CORP
+$49.5K
12,731
-1%
减持
XLI
SELECT SECTOR SPDR TR
-$49.2K
3,469
-12%
减持
APH
AMPHENOL CORP NEW
-$48.5K
2,773
-30%
增持
PM
PHILIP MORRIS INTL INC
-$48.0K
3,124
+3%
增持
SON
SONOCO PRODS CO
+$43.9K
16,526
+8%
增持
VGUS
VANGUARD INSTL INDEX FD
+$42.8K
16,224
+3%
增持
IGSB
ISHARES TR
+$42.7K
8,705
+10%
增持
SYY
SYSCO CORP
+$42.7K
6,127
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$42.2K
4,055
-5%
