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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 20
增持 65
减持 48
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
VXUS
VANGUARD STAR FDS
+$3.7M
70,009
+217%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.9M
352,526
+24%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$1.8M
38,941
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
SCHX
SCHWAB STRATEGIC TR
-$1.6M
1,471,484
+1%
减持
XLC
SELECT SECTOR SPDR TR
-$1.5M
6,364
-67%
减持
MSFT
MICROSOFT CORP
-$1.2M
9,840
-3%
清仓
VGUS
VANGUARD INSTL INDEX FD
-$1.2M
0
-100%
增持
DVYE
ISHARES INC
+$1.2M
45,337
+318%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.0M
1,540,528
+2%
增持
—
EXXON MOBIL CORP
+$970.2K
16,635
+8%
增持
PYLD
PIMCO ETF TR
+$936.1K
1,212,432
+5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$898.0K
16,539
-0%
减持
SCHG
SCHWAB STRATEGIC TR
-$882.1K
234,741
-1%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$756.1K
13,989
减持
GLW
CORNING INC
+$726.4K
15,870
-3%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$717.5K
0
-100%
建仓
XLB
SELECT SECTOR SPDR TR
+$705.0K
14,109
增持
XLI
SELECT SECTOR SPDR TR
+$666.8K
5,556
+272%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$663.8K
76,501
-2%
增持
XLE
SELECT SECTOR SPDR TR
+$650.0K
18,658
+69%
减持
XLK
SELECT SECTOR SPDR TR
-$631.0K
33,349
-5%
减持
BSTP
INNOVATOR ETFS TRUST
-$628.0K
211,438
-5%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$624.1K
46,519
+30%
增持
SCHD
SCHWAB STRATEGIC TR
+$607.2K
181,107
+0%
增持
AAPL
APPLE INC
-$599.0K
39,868
+1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$549.4K
18,363
+105%
建仓
VTP
VANGUARD MALVERN FDS
+$532.3K
6,998
增持
SCHB
SCHWAB STRATEGIC TR
-$510.3K
461,496
+0%
建仓
VTEI
VANGUARD MUN BD FDS
+$502.2K
5,025
减持
AMZN
AMAZON COM INC
-$498.5K
20,348
-1%
清仓
—
ENVIRI CORP
-$464.6K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$458.7K
8,907
-3%
增持
VGMS
VANGUARD MALVERN FDS
+$452.4K
66,751
+17%
建仓
BJAN
INNOVATOR ETFS TRUST
+$449.6K
8,430
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$442.7K
6,909
建仓
BMI
BADGER METER INC
+$432.7K
2,840
增持
GLD
SPDR GOLD TR
+$431.4K
12,660
+0%
减持
XLU
SELECT SECTOR SPDR TR
-$428.9K
6,869
-61%
清仓
BND
VANGUARD BD INDEX FDS
-$425.1K
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP
+$406.9K
3,430
减持
RH
RH
-$403.2K
8,335
-5%
减持
COST
COSTCO WHOLESALE CORPORATION
+$366.9K
2,852
-1%
增持
IBUF
INNOVATOR ETFS TRUST
+$364.6K
214,139
+5%
建仓
BROS
DUTCH BROS INC
+$362.6K
7,157
增持
CVX
CHEVRON CORPORATION
+$357.0K
5,816
+5%
减持
GOOGL
ALPHABET INC
-$353.3K
10,601
-2%
减持
NVDA
NVIDIA CORPORATION
-$349.8K
24,843
-1%
清仓
BDEC
INNOVATOR ETFS TRUST
-$346.5K
0
-100%
增持
DJP
BARCLAYS BANK PLC
+$338.2K
12,650
+76%
增持
SCHY
SCHWAB STRATEGIC TR
+$332.4K
28,428
+49%
清仓
BE
BLOOM ENERGY CORP
-$329.6K
0
-100%
减持
AVGO
BROADCOM INC
-$328.9K
6,190
-5%
增持
MU
MICRON TECHNOLOGY INC
+$323.8K
3,171
+21%
减持
VO
VANGUARD INDEX FDS
-$314.4K
14,488
-6%
增持
IJJ
ISHARES TR
+$307.0K
47,262
+4%
增持
ISVL
ISHARES TR
+$297.7K
14,000
+77%
清仓
NOW
SERVICENOW INC
-$294.9K
0
-100%
减持
QCOM
QUALCOMM INC
-$284.6K
5,366
-6%
清仓
ISRG
INTUITIVE SURGICAL INC
-$277.5K
0
-100%
减持
WMT
WALMART INC
+$275.1K
30,997
-3%
清仓
IGSB
ISHARES TR
-$273.9K
0
-100%
清仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$269.2K
0
-100%
建仓
VXF
VANGUARD INDEX FDS
+$259.9K
1,263
清仓
ALB
ALBEMARLE CORP
-$254.9K
0
-100%
增持
TSLA
TESLA INC
-$253.4K
3,388
+1%
增持
META
META PLATFORMS INC
-$252.7K
3,946
+4%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$251.0K
0
-100%
增持
GEV
GE VERNOVA INC
+$249.9K
734
+23%
建仓
KLAC
KLA CORP
+$247.4K
168
建仓
VTV
VANGUARD INDEX FDS
+$243.8K
1,243
清仓
BNOV
INNOVATOR ETFS TRUST
-$243.6K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$235.8K
3,573
增持
VTI
VANGUARD INDEX FDS
+$234.3K
16,379
+9%
增持
WMB
WILLIAMS COS INC
+$233.3K
18,268
+0%
建仓
GE
GE AEROSPACE
+$226.2K
797
建仓
BMAR
INNOVATOR ETFS TRUST
+$225.4K
4,294
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$223.1K
0
-100%
建仓
KOP
KOPPERS HOLDINGS INC
+$220.7K
5,705
清仓
CBRE
CBRE GROUP INC
-$216.4K
0
-100%
建仓
IMAR
INNOVATOR ETFS TRUST
+$208.4K
7,179
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$208.4K
2,775
清仓
—
ASTRAZENECA PLC
-$208.1K
0
-100%
建仓
IJT
ISHARES TR
+$204.3K
1,412
增持
CAVA
CAVA GROUP INC
+$201.1K
7,947
+6%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$197.6K
3,293
+16%
增持
SCCO
SOUTHERN COPPER CORP
+$197.0K
6,759
+0%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$186.9K
3,300
+2%
增持
TMB
THORNBURG ETF TR
+$186.2K
175,691
+5%
增持
JNJ
JOHNSON & JOHNSON
+$184.9K
3,480
+8%
增持
VUG
VANGUARD INDEX FDS
+$183.3K
1,210
+71%
减持
JPM
JPMORGAN CHASE & CO
-$182.7K
3,736
-6%
增持
FDS
FACTSET RESH SYS INC
-$180.8K
2,517
+0%
清仓
NU
NU HLDGS LTD
-$177.2K
0
-100%
增持
—
EATON CORP PLC
+$166.3K
4,052
+1%
增持
SCHO
SCHWAB STRATEGIC TR
+$162.2K
41,527
+20%
减持
SPGI
S&P GLOBAL INC
-$154.0K
579
-24%
减持
TRMB
TRIMBLE INC
-$153.8K
7,110
-10%
减持
UNH
UNITEDHEALTH GROUP INC
-$153.0K
1,139
-18%
减持
TTC
TORO CO
-$139.9K
5,614
-33%
减持
XLP
SELECT SECTOR SPDR TR
-$134.3K
4,492
-31%
减持
ORI
OLD REP INTL CORP
-$132.6K
23,099
-0%
增持
NKE
NIKE INC
-$126.9K
17,183
+6%
增持
AMAT
APPLIED MATLS INC
+$123.2K
1,429
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$121.9K
12,022
+2%
增持
SCHM
SCHWAB STRATEGIC TR
+$119.6K
13,841
+35%
减持
TSCO
TRACTOR SUPPLY CO
-$118.2K
20,676
-2%
增持
XLF
SELECT SECTOR SPDR TR
+$116.7K
11,010
+41%
增持
PEP
PEPSICO INC
+$115.1K
4,912
+9%
增持
SCHF
SCHWAB STRATEGIC TR
+$114.6K
123,607
+1%
减持
XLV
SELECT SECTOR SPDR TR
-$113.2K
2,257
-21%
减持
COF
CAPITAL ONE FINL CORP
-$107.2K
1,570
-3%
增持
SCHJ
SCHWAB STRATEGIC TR
+$105.2K
13,669
+46%
增持
GDX
VANECK ETF TRUST
+$104.3K
9,343
+6%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$103.2K
1,564
-25%
增持
LLY
ELI LILLY & CO
-$102.0K
846
+3%
增持
KO
COCA COLA CO
+$101.9K
14,437
+1%
减持
C
CITIGROUP INC
-$100.6K
2,396
-25%
减持
—
TRANE TECHNOLOGIES PLC
-$99.0K
728
-30%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$97.1K
6,249
-21%
减持
IVV
ISHARES TR
-$96.1K
1,105
-7%
减持
MAIN
MAIN STR CAP CORP
-$95.3K
12,688
-0%
减持
SON
SONOCO PRODS CO
+$95.1K
13,939
-8%
增持
MA
MASTERCARD INCORPORATED
-$92.5K
2,180
+5%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$88.5K
3,738
+5%
增持
V
VISA INC
-$82.8K
2,185
+3%
减持
MCO
MOODYS CORP
-$77.4K
503
-13%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$76.5K
654
-20%
增持
DUK
DUKE ENERGY CORP NEW
+$76.4K
4,844
+2%
减持
EME
EMCOR GROUP INC
+$75.4K
1,384
-11%
增持
QQQ
INVESCO QQQ TR
-$74.9K
2,145
+0%
增持
MRK
MERCK & CO INC
+$74.5K
3,577
+6%
减持
SYK
STRYKER CORPORATION
-$73.3K
3,160
-0%
减持
HD
HOME DEPOT INC
-$72.6K
4,051
-1%
减持
CAT
CATERPILLAR INC
+$70.1K
830
-8%
增持
PG
PROCTER & GAMBLE CO
+$68.9K
3,747
+14%
减持
CEG
CONSTELLATION ENERGY CORP
-$65.6K
795
-2%
增持
JJSF
J & J SNACK FOODS CORP
-$64.4K
10,243
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$64.2K
3,830
+1%
增持
CMI
CUMMINS INC
+$61.0K
2,156
+0%
减持
—
FTAI AVIATION LTD
+$59.8K
1,582
-5%
增持
VNQ
VANGUARD INDEX FDS
+$57.1K
3,121
+26%
增持
UPS
UNITED PARCEL SVCS INC
+$56.9K
2,654
+29%
减持
GOOG
ALPHABET INC
-$55.3K
2,041
-0%
增持
MCD
MCDONALDS CORP
+$53.2K
3,500
+3%
增持
BALT
INNOVATOR ETFS TRUST
+$52.9K
12,812
+14%
减持
SBUX
STARBUCKS CORP
+$51.8K
12,719
-2%
增持
PNC
PNC FINL SVCS GROUP INC
+$50.7K
4,617
+6%
增持
IWM
ISHARES TR
+$49.4K
1,832
+11%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$46.7K
4,051
-3%
减持
RTX
RTX CORPORATION
+$46.1K
6,778
-1%
