D.B. Root & Company, LLC
PITTSBURGH PA · SEC CIK 0001731717
$4.19亿2026Q1 申报市值
191持仓数
52.3%前十大占比 · 第一大 17.3%
19 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VXUS 加仓+$369.46万
DFAI 加仓+$268.42万
VMBS 新建仓+$182.83万
PYLD 加仓+$149.07万
JCPB 加仓+$143.29万
2026Q1 卖出最多 按季末市值估算
XLC 减仓-$141.62万
VGUS 清仓-$123.98万
DIA 清仓-$71.75万
XLU 减仓-$48.47万
ENVIRI CORP 清仓-$46.46万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VGUS | VANGUARD INSTL INDEX FD | $0 | 0.00% | 0 | -16,429 | -100.0% | -$123.98万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | -1,493 | -100.0% | -$71.75万 | 清仓 |
| — | ENVIRI CORP | $0 | 0.00% | 0 | -25,928 | -100.0% | -$46.46万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -5,739 | -100.0% | -$42.51万 | 清仓 |
| BDEC | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,992 | -100.0% | -$34.65万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,925 | -100.0% | -$29.49万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -490 | -100.0% | -$27.75万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -5,180 | -100.0% | -$27.39万 | 清仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $0 | 0.00% | 0 | -3,913 | -100.0% | -$26.92万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,802 | -100.0% | -$25.49万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BNOV | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,479 | -100.0% | -$24.36万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -1,346 | -100.0% | -$21.64万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,132 | -100.0% | -$20.81万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -10,588 | -100.0% | -$17.72万 | 清仓 |
| IJT | ISHARES TR | $20.43万 | 0.05% | 1,412 | 1,412 | — | $20.43万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $20.84万 | 0.05% | 2,775 | 2,775 | — | $20.84万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.84万 | 0.05% | 7,179 | 7,179 | — | $20.84万 | 新建仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $21.58万 | 0.05% | 1,770 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $21.94万 | 0.05% | 503 | -78 | -13.4% | -$3.40万 | 减仓 |
| KOP | KOPPERS HOLDINGS INC | $22.07万 | 0.05% | 5,705 | 5,705 | — | $22.07万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $22.20万 | 0.05% | 795 | -19 | -2.3% | -$5,306 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $22.54万 | 0.05% | 4,294 | 4,294 | — | $22.54万 | 新建仓 |
| GE | GE AEROSPACE | $22.62万 | 0.05% | 797 | 797 | — | $22.62万 | 新建仓 |
| KRG | KITE REALTY GROUP TRUST | $22.99万 | 0.05% | 9,366 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $23.00万 | 0.05% | 2,447 | 51 | 2.1% | $4,793 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $23.57万 | 0.06% | 683 | -275 | -28.7% | -$9.49万 | 减仓 |
| MO | ALTRIA GROUP INC | $23.58万 | 0.06% | 3,573 | -84 | -2.3% | -$5,543 | 重新持有 |
| ENB | ENBRIDGE INC | $23.60万 | 0.06% | 4,359 | -327 | -7.0% | -$1.77万 | 减仓 |
| WPC | WP CAREY INC | $23.87万 | 0.06% | 3,512 | -79 | -2.2% | -$5,369 | 减仓 |
| — | INNOVATOR ETFS TRUST | $23.93万 | 0.06% | 7,349 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $24.38万 | 0.06% | 1,243 | 1,243 | — | $24.38万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $24.63万 | 0.06% | 579 | -187 | -24.4% | -$7.95万 | 减仓 |
| KLAC | KLA CORP | $24.74万 | 0.06% | 168 | 168 | — | $24.74万 | 新建仓 |
| AMGN | AMGEN INC | $24.98万 | 0.06% | 710 | 59 | 9.1% | $2.08万 | 加仓 |
| VHT | VANGUARD WORLD FD | $25.38万 | 0.06% | 932 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $25.57万 | 0.06% | 1,290 | -7 | -0.5% | -$1,388 | 减仓 |
| BUFB | INNOVATOR ETFS TRUST | $25.83万 | 0.06% | 7,194 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $25.85万 | 0.06% | 4,377 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $25.99万 | 0.06% | 1,263 | 1,263 | — | $25.99万 | 新建仓 |
| D | DOMINION ENERGY INC | $26.07万 | 0.06% | 4,217 | 285 | 7.2% | $1.76万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $26.11万 | 0.06% | 2,654 | 595 | 28.9% | $5.85万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $26.71万 | 0.06% | 1,250 | -77 | -5.8% | -$1.65万 | 减仓 |
| C | CITIGROUP INC | $27.17万 | 0.06% | 2,396 | -795 | -24.9% | -$9.02万 | 减仓 |
| ORCL | ORACLE CORP | $27.29万 | 0.07% | 1,855 | 259 | 16.2% | $3.81万 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $27.47万 | 0.07% | 5,529 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $27.68万 | 0.07% | 3,121 | 638 | 25.7% | $5.66万 | 加仓 |
| PAYX | PAYCHEX INC | $27.88万 | 0.07% | 3,027 | 299 | 11.0% | $2.75万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $28.64万 | 0.07% | 1,570 | -54 | -3.3% | -$9,851 | 减仓 |
| ABBV | ABBVIE INC | $28.88万 | 0.07% | 1,328 | 132 | 11.0% | $2.87万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $29.20万 | 0.07% | 654 | -159 | -19.6% | -$7.10万 | 减仓 |
| VGT | VANGUARD WORLD FD | $30.14万 | 0.07% | 432 | 36 | 9.1% | $2.51万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $30.34万 | 0.07% | 728 | -306 | -29.6% | -$12.75万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $30.82万 | 0.07% | 1,139 | -258 | -18.5% | -$6.98万 | 减仓 |
| IJR | ISHARES TR | $30.93万 | 0.07% | 2,488 | -218 | -8.1% | -$2.71万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $31.52万 | 0.08% | 6,869 | -10,561 | -60.6% | -$48.47万 | 减仓 |
| PCAR | PACCAR INC | $31.76万 | 0.08% | 2,750 | 30 | 1.1% | $3,465 | 加仓 |
| BLK | BLACKROCK INC | $32.31万 | 0.08% | 336 | -7 | -2.0% | -$6,732 | 减仓 |
| IAU | ISHARES GOLD TR | $32.68万 | 0.08% | 3,707 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $33.09万 | 0.08% | 1,440 | -70 | -4.6% | -$1.61万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $33.09万 | 0.08% | 2,257 | -612 | -21.3% | -$8.97万 | 减仓 |
| APH | AMPHENOL CORP | $33.38万 | 0.08% | 2,642 | 42 | 1.6% | $5,307 | 加仓 |
| TLT | ISHARES TR | $33.61万 | 0.08% | 3,877 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB STRATEGIC TR | $33.80万 | 0.08% | 13,669 | 4,319 | 46.2% | $10.68万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $34.05万 | 0.08% | 4,850 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $34.83万 | 0.08% | 1,712 | -74 | -4.1% | -$1.51万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $34.83万 | 0.08% | 11,978 | -332 | -2.7% | -$9,654 | 减仓 |
| BROS | DUTCH BROS INC | $36.26万 | 0.09% | 7,157 | 7,157 | — | $36.26万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $36.83万 | 0.09% | 4,492 | -1,978 | -30.6% | -$16.22万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $37.12万 | 0.09% | 1,135 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $37.98万 | 0.09% | 449 | -23 | -4.9% | -$1.95万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $38.76万 | 0.09% | 1,582 | -83 | -5.0% | -$2.03万 | 减仓 |
| NFLX | NETFLIX INC. | $39.35万 | 0.09% | 4,093 | -51 | -1.2% | -$4,904 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $40.09万 | 0.10% | 7,242 | 52 | 0.7% | $2,878 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $40.69万 | 0.10% | 3,430 | 3,430 | — | $40.69万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $41.08万 | 0.10% | 5,075 | 94 | 1.9% | $7,609 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $41.95万 | 0.10% | 6,249 | -1,640 | -20.8% | -$11.01万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $42.85万 | 0.10% | 13,841 | 3,569 | 34.7% | $11.05万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $42.88万 | 0.10% | 12,812 | 1,597 | 14.2% | $5.34万 | 加仓 |
| MRK | MERCK & CO INC | $43.02万 | 0.10% | 3,577 | 197 | 5.8% | $2.37万 | 加仓 |
| BMI | BADGER METER INC | $43.27万 | 0.10% | 2,840 | 2,840 | — | $43.27万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $44.27万 | 0.11% | 6,909 | 6,909 | — | $44.27万 | 新建仓 |
| UNP | UNION PAC CORP | $44.35万 | 0.11% | 1,828 | -217 | -10.6% | -$5.26万 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $44.96万 | 0.11% | 8,430 | 8,430 | — | $44.96万 | 新建仓 |
| SRE | SEMPRA | $45.29万 | 0.11% | 4,661 | 27 | 0.6% | $2,624 | 加仓 |
| IWM | ISHARES TR | $45.44万 | 0.11% | 1,832 | 187 | 11.4% | $4.64万 | 加仓 |
| TRMB | TRIMBLE INC | $46.38万 | 0.11% | 7,110 | -773 | -9.8% | -$5.04万 | 减仓 |
| SYY | SYSCO CORP | $46.61万 | 0.11% | 6,534 | 421 | 6.9% | $3.00万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $47.09万 | 0.11% | 2,848 | -195 | -6.4% | -$3.22万 | 减仓 |
| AMAT | APPLIED MATLS INC | $48.84万 | 0.12% | 1,429 | 8 | 0.6% | $2,734 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $50.22万 | 0.12% | 5,025 | 5,025 | — | $50.22万 | 新建仓 |
| TTC | TORO CO | $52.46万 | 0.13% | 5,614 | -2,827 | -33.5% | -$26.42万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $52.86万 | 0.13% | 1,564 | -515 | -24.8% | -$17.40万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $52.86万 | 0.13% | 1,210 | 502 | 70.9% | $21.93万 | 加仓 |
| SHAK | SHAKE SHACK INC | $52.97万 | 0.13% | 5,987 | -154 | -2.5% | -$1.36万 | 减仓 |
| — | VANGUARD MALVERN FDS | $53.23万 | 0.13% | 6,998 | 6,998 | — | $53.23万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $53.62万 | 0.13% | 3,300 | 60 | 1.9% | $9,749 | 加仓 |
| PG | PROCTER & GAMBLE CO | $54.12万 | 0.13% | 3,747 | 451 | 13.7% | $6.51万 | 加仓 |