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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 14
增持 54
减持 74
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
VO
VANGUARD INDEX FDS
-$9.3M
15,420
-67%
增持
SCHX
SCHWAB STRATEGIC TR
+$7.0M
1,460,128
+19%
增持
IJJ
ISHARES TR
+$5.4M
45,255
+1020%
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
JCPB
J P MORGAN EXCHANGE TRADED F
+$5.4M
1,510,092
+9%
增持
PYLD
PIMCO ETF TR
+$3.4M
1,155,534
+13%
建仓
VGMS
VANGUARD MALVERN FDS
+$3.0M
57,234
增持
ZALT
INNOVATOR ETFS TRUST
+$1.4M
320,293
+13%
增持
TMB
THORNBURG ETF TR
+$1.1M
167,933
+33%
增持
IBUF
INNOVATOR ETFS TRUST
+$994.1K
203,789
+17%
增持
GLD
SPDR GOLD TR
+$861.4K
12,657
+8%
减持
SCHD
SCHWAB STRATEGIC TR
-$709.7K
180,430
-13%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$659.5K
7,889
-57%
减持
DKS
DICKS SPORTING GOODS INC
-$654.1K
26,953
-0%
减持
GOOGL
ALPHABET INC
+$650.5K
10,868
-4%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$616.3K
16,555
-0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$609.4K
283,630
+1%
减持
MSFT
MICROSOFT CORP
-$571.0K
10,104
-4%
减持
META
META PLATFORMS INC
-$541.8K
3,803
-8%
减持
NVDA
NVIDIA CORPORATION
-$529.5K
25,107
-10%
增持
MU
MICRON TECHNOLOGY INC
+$467.7K
2,619
+57%
增持
GDX
VANECK ETF TRUST
+$463.1K
8,780
+131%
增持
XLU
SELECT SECTOR SPDR TR
+$450.8K
17,430
+418%
减持
COST
COSTCO WHSL CORP NEW
-$432.4K
2,869
-9%
增持
LLY
ELI LILLY & CO
+$408.7K
819
+33%
增持
BSTP
INNOVATOR ETFS TRUST
+$391.7K
221,970
+3%
减持
SCHM
SCHWAB STRATEGIC TR
-$355.6K
10,272
-54%
减持
CACI
CACI INTL INC
-$353.9K
1,561
-34%
建仓
BDEC
INNOVATOR ETFS TRUST
+$346.5K
6,992
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$340.6K
7,677
+29%
建仓
DVYE
ISHARES INC
+$338.1K
10,850
建仓
BE
BLOOM ENERGY CORP
+$329.6K
3,793
减持
EME
EMCOR GROUP INC
-$311.7K
1,547
-20%
减持
XLI
SELECT SECTOR SPDR TR
-$303.3K
1,494
-57%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$282.5K
0
-100%
减持
TLT
ISHARES TR
-$276.7K
3,877
-44%
减持
CSX
CSX CORP
-$275.6K
24,352
-25%
建仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
+$269.2K
3,913
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$266.9K
26,494
-11%
减持
HD
HOME DEPOT INC
-$264.4K
4,083
-1%
减持
GEV
GE VERNOVA INC
-$257.9K
598
-43%
减持
ORCL
ORACLE CORP
-$256.7K
1,596
-21%
建仓
ALB
ALBEMARLE CORP
+$254.9K
1,802
增持
SLV
ISHARES SILVER TR
+$253.2K
9,671
+11%
增持
NOW
SERVICENOW INC
-$250.8K
1,925
+225%
减持
UNH
UNITEDHEALTH GROUP INC
-$246.7K
1,397
-32%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$244.0K
0
-100%
建仓
BNOV
INNOVATOR ETFS TRUST
+$243.6K
5,479
清仓
MO
ALTRIA GROUP INC
-$241.6K
0
-100%
减持
TSCO
TRACTOR SUPPLY CO
-$239.3K
21,092
-7%
建仓
IDEC
INNOVATOR ETFS TRUST
+$237.3K
7,349
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$227.4K
803
-41%
建仓
LRCX
LAM RESEARCH CORP
+$227.2K
1,327
减持
—
EATON CORP PLC
-$224.9K
4,028
-0%
清仓
—
FERRARI N V
-$220.1K
0
-100%
增持
AVGO
BROADCOM INC
+$219.8K
6,486
+6%
建仓
VNQ
VANGUARD INDEX FDS
+$219.7K
2,483
增持
DTH
WISDOMTREE TR
+$214.8K
13,120
+40%
建仓
AMGN
AMGEN INC
+$213.1K
651
减持
XLF
SELECT SECTOR SPDR TR
-$212.7K
7,794
-34%
减持
GGG
GRACO INC
-$212.1K
11,730
-15%
清仓
URI
UNITED RENTALS INC
-$210.0K
0
-100%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$209.8K
35,811
+11%
减持
SYK
STRYKER CORPORATION
-$209.1K
3,163
-11%
建仓
—
ASTRAZENECA PLC
+$208.1K
2,264
清仓
HDB
HDFC BANK LTD
-$207.8K
0
-100%
减持
TSLA
TESLA INC
-$207.3K
3,364
-13%
清仓
SHY
ISHARES TR
-$206.6K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$204.2K
2,059
清仓
SMCI
SUPER MICRO COMPUTER INC
-$201.6K
0
-100%
减持
NKE
NIKE INC
-$198.9K
16,238
-8%
增持
CMI
CUMMINS INC
+$192.6K
2,153
+0%
减持
IGSB
ISHARES TR
-$187.7K
5,180
-40%
减持
VMI
VALMONT INDS INC
-$185.4K
1,853
-23%
增持
RH
RH
-$182.2K
8,756
+2%
减持
TRMB
TRIMBLE INC
-$182.1K
7,883
-20%
减持
SJM
SMUCKER J M CO
-$182.0K
8,161
-10%
建仓
NU
NU HLDGS LTD
+$177.2K
10,588
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$164.7K
958
-34%
减持
SSD
SIMPSON MFG INC
-$156.4K
6,238
-10%
增持
—
EXXON MOBIL CORP
+$152.4K
15,390
+2%
减持
SCHO
SCHWAB STRATEGIC TR
-$147.7K
34,702
-15%
增持
AMAT
APPLIED MATLS INC
+$142.2K
1,421
+30%
减持
SCCO
SOUTHERN COPPER CORP
+$137.3K
6,733
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$134.3K
122,493
+1%
减持
ATR
APTARGROUP INC
-$132.1K
7,761
-4%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$132.1K
4,158
-21%
减持
JJSF
J & J SNACK FOODS CORP
-$130.8K
9,697
-7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$130.7K
1,786
+15%
增持
VTI
VANGUARD INDEX FDS
+$123.2K
14,974
+0%
增持
SCHY
SCHWAB STRATEGIC TR
+$120.7K
19,035
+19%
增持
CSCO
CISCO SYS INC
+$114.7K
11,703
+2%
增持
XLV
SELECT SECTOR SPDR TR
+$113.4K
2,869
+21%
减持
SBUX
STARBUCKS CORP
-$108.7K
12,916
-9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$108.1K
77,878
-1%
减持
GOOG
ALPHABET INC
+$105.7K
2,042
-7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$103.7K
2,079
+10%
增持
MRK
MERCK & CO INC
+$100.5K
3,380
+11%
减持
WMT
WALMART INC
+$98.0K
32,109
-5%
减持
AMZN
AMAZON COM INC
+$92.7K
20,520
-3%
增持
CAT
CATERPILLAR INC
+$91.8K
904
+1%
减持
LFUS
LITTELFUSE INC
-$88.8K
3,266
-8%
减持
SCHB
SCHWAB STRATEGIC TR
+$86.9K
461,068
-1%
增持
SCHA
SCHWAB STRATEGIC TR
+$86.7K
12,310
+30%
减持
GLW
CORNING INC
+$85.7K
16,348
-0%
减持
SHAK
SHAKE SHACK INC
-$85.4K
6,141
-2%
减持
VOO
VANGUARD INDEX FDS
+$83.5K
9,218
-1%
减持
MA
MASTERCARD INCORPORATED
-$81.0K
2,070
-7%
减持
KO
COCA COLA CO
-$76.4K
14,247
-12%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$75.7K
8,949
+17%
增持
ORI
OLD REP INTL CORP
+$73.8K
23,100
+0%
减持
CAVA
CAVA GROUP INC
-$72.5K
7,528
-12%
增持
IVV
ISHARES TR
+$71.0K
1,194
+7%
减持
RTX
RTX CORPORATION
+$70.9K
6,878
-3%
减持
JNJ
JOHNSON & JOHNSON
+$65.7K
3,217
-1%
增持
MAR
MARRIOTT INTL INC NEW
+$60.2K
1,135
+1%
增持
VXUS
VANGUARD STAR FDS
+$59.4K
22,096
+1%
增持
COF
CAPITAL ONE FINL CORP
+$59.2K
1,624
+3%
增持
C
CITIGROUP INC
+$57.3K
3,191
+3%
减持
SCHG
SCHWAB STRATEGIC TR
-$56.2K
236,667
-3%
减持
SYY
SYSCO CORP
-$54.0K
6,113
-0%
减持
SON
SONOCO PRODS CO
-$53.3K
15,097
-9%
减持
UNP
UNION PAC CORP
-$52.6K
2,045
-8%
减持
CEG
CONSTELLATION ENERGY CORP
-$52.4K
814
-21%
减持
BND
VANGUARD BD INDEX FDS
-$52.2K
5,739
-11%
减持
IJR
ISHARES TR
-$51.0K
2,706
-15%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$49.3K
3,240
-0%
减持
ISRG
INTUITIVE SURGICAL INC
-$48.5K
490
-33%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$45.9K
3,779
+2%
减持
WPC
WP CAREY INC
-$45.3K
3,591
-12%
增持
GS
GOLDMAN SACHS GROUP INC
+$43.0K
472
+1%
减持
CBRE
CBRE GROUP INC
-$42.6K
1,346
-18%
减持
MAIN
MAIN STR CAP CORP
-$42.3K
12,705
-0%
减持
PAYX
PAYCHEX INC
-$42.1K
2,728
-1%
增持
PCAR
PACCAR INC
+$40.3K
2,720
+4%
增持
XLK
SELECT SECTOR SPDR TR
+$40.0K
35,168
+97%
增持
PNC
PNC FINL SVCS GROUP INC
+$37.8K
4,360
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$34.6K
11,824
+1%
增持
XLP
SELECT SECTOR SPDR TR
+$33.9K
6,470
+8%
减持
PGR
PROGRESSIVE CORP
-$26.7K
1,297
-1%
增持
PEP
PEPSICO INC
+$25.3K
4,513
+2%
减持
QCOM
QUALCOMM INC
+$25.3K
5,704
-0%
增持
LMT
LOCKHEED MARTIN CORP
-$23.9K
1,814
+0%
增持
WMB
WILLIAMS COS INC
-$23.5K
18,236
+3%
减持
MCO
MOODYS CORP
-$22.9K
581
-13%
增持
NFLX
NETFLIX INC
-$21.5K
4,144
+1112%
减持
PPG
PPG INDS INC
-$21.1K
5,482
-1%
增持
DUK
DUKE ENERGY CORP NEW
+$21.1K
4,760
+10%
减持
WM
WASTE MGMT INC DEL
-$20.5K
1,510
-5%
增持
SCHJ
SCHWAB STRATEGIC TR
+$20.0K
9,350
+10%
减持
QQQ
INVESCO QQQ TR
-$20.0K
2,137
-4%
