D.B. Root & Company, LLC
PITTSBURGH PA · SEC CIK 0001731717
$4.71亿2026Q2 申报市值
207持仓数
51.7%前十大占比 · 第一大 16.3%
19 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JCPB 加仓+$454.98万
VXUS 加仓+$357.81万
PYLD 加仓+$286.12万
SCHD 加仓+$245.44万
VIG 加仓+$84.35万
2026Q2 卖出最多 按季末市值估算
VANGUARD MALVERN 减仓-$229.78万
SCHX 减仓-$62.02万
LFUS 减仓-$59.28万
BE 重新持有-$55.48万
MU 减仓-$51.71万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -7,110 | -100.0% | -$46.38万 | 清仓 |
| BJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,430 | -100.0% | -$44.96万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -4,093 | -100.0% | -$39.35万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -728 | -100.0% | -$30.34万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -683 | -100.0% | -$23.57万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -795 | -100.0% | -$22.20万 | 清仓 |
| NET | CLOUDFLARE INC | $20.21万 | 0.04% | 824 | 824 | — | $20.21万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $20.33万 | 0.04% | 2,715 | -409 | -13.1% | -$3.06万 | 重新持有 |
| MS | MORGAN STANLEY | $20.36万 | 0.04% | 974 | 974 | — | $20.36万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $20.38万 | 0.04% | 319 | 319 | — | $20.38万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $20.53万 | 0.04% | 602 | 602 | — | $20.53万 | 新建仓 |
| IOCT | INNOVATOR ETFS TRUST | $20.56万 | 0.04% | 5,557 | 5,557 | — | $20.56万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $20.62万 | 0.04% | 1,207 | 1,207 | — | $20.62万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $20.77万 | 0.04% | 510 | -69 | -11.9% | -$2.81万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $20.98万 | 0.04% | 559 | -244 | -30.4% | -$9.16万 | 重新持有 |
| LQD | ISHARES TR | $20.99万 | 0.04% | 1,924 | 1,924 | — | $20.99万 | 新建仓 |
| TJX | TJX COS INC NEW | $21.16万 | 0.04% | 1,397 | 1,397 | — | $21.16万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $21.37万 | 0.05% | 4,713 | -2,156 | -31.4% | -$9.77万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $22.50万 | 0.05% | 2,439 | -8 | -0.3% | -$738 | 减仓 |
| MCO | MOODYS CORP | $22.69万 | 0.05% | 501 | -2 | -0.4% | -$906 | 减仓 |
| TLT | ISHARES TR | $22.70万 | 0.05% | 2,627 | -1,250 | -32.2% | -$10.80万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $22.82万 | 0.05% | 1,578 | -1,852 | -54.0% | -$26.78万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $22.96万 | 0.05% | 7,540 | 361 | 5.0% | $1.10万 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $23.04万 | 0.05% | 3,998 | -296 | -6.9% | -$1.71万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $23.12万 | 0.05% | 303 | 303 | — | $23.12万 | 新建仓 |
| ENB | ENBRIDGE INC | $23.21万 | 0.05% | 4,281 | -78 | -1.8% | -$4,228 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $23.24万 | 0.05% | 2,775 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $23.76万 | 0.05% | 3,147 | -560 | -15.1% | -$4.23万 | 减仓 |
| AMGN | AMGEN INC | $24.44万 | 0.05% | 675 | -35 | -4.9% | -$1.27万 | 减仓 |
| URI | UNITED RENTALS INC | $24.58万 | 0.05% | 217 | 217 | — | $24.58万 | 新建仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $24.76万 | 0.05% | 1,770 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $24.79万 | 0.05% | 499 | -155 | -23.7% | -$7.70万 | 减仓 |
| WPC | WP CAREY INC | $25.12万 | 0.05% | 3,514 | 2 | 0.1% | $143 | 加仓 |
| IJT | ISHARES TR | $25.21万 | 0.05% | 1,412 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $25.22万 | 0.05% | 7,349 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $25.57万 | 0.05% | 4,377 | 0 | 0.0% | — | 不变 |
| KOP | KOPPERS HOLDINGS INC | $25.62万 | 0.05% | 5,705 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $26.02万 | 0.06% | 3,617 | 44 | 1.2% | $3,166 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $26.58万 | 0.06% | 9,366 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $27.06万 | 0.06% | 1,242 | -1 | -0.1% | -$218 | 减仓 |
| BUFB | INNOVATOR ETFS TRUST | $27.18万 | 0.06% | 6,913 | -281 | -3.9% | -$1.10万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $27.35万 | 0.06% | 918 | 918 | — | $27.35万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $27.87万 | 0.06% | 932 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $28.26万 | 0.06% | 2,931 | -190 | -6.1% | -$1.83万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $28.33万 | 0.06% | 2,635 | -19 | -0.7% | -$2,043 | 减仓 |
| ORCL | ORACLE CORP | $28.47万 | 0.06% | 1,943 | 88 | 4.7% | $1.29万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $28.51万 | 0.06% | 8,988 | 8,988 | — | $28.51万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $28.85万 | 0.06% | 968 | 968 | — | $28.85万 | 新建仓 |
| PAYX | PAYCHEX INC | $29.05万 | 0.06% | 2,954 | -73 | -2.4% | -$7,178 | 减仓 |
| PGR | PROGRESSIVE CORP | $29.21万 | 0.06% | 1,337 | 47 | 3.6% | $1.03万 | 加仓 |
| BLK | BLACKROCK INC | $29.42万 | 0.06% | 306 | -30 | -8.9% | -$2.88万 | 减仓 |
| D | DOMINION ENERGY INC | $29.83万 | 0.06% | 4,369 | 152 | 3.6% | $1.04万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $30.22万 | 0.06% | 12,255 | -1,414 | -10.3% | -$3.49万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $30.29万 | 0.06% | 1,230 | -33 | -2.6% | -$8,128 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $31.06万 | 0.07% | 1,957 | -300 | -13.3% | -$4.76万 | 减仓 |
| GE | GE AEROSPACE | $31.51万 | 0.07% | 843 | 46 | 5.8% | $1.72万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $31.92万 | 0.07% | 1,591 | 21 | 1.3% | $4,213 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $32.79万 | 0.07% | 760 | 760 | — | $32.79万 | 新建仓 |
| PCAR | PACCAR INC | $32.82万 | 0.07% | 2,732 | -18 | -0.7% | -$2,162 | 减仓 |
| WM | WASTE MGMT INC DEL | $33.68万 | 0.07% | 1,511 | 71 | 4.9% | $1.58万 | 加仓 |
| C | CITIGROUP INC | $34.25万 | 0.07% | 2,447 | 51 | 2.1% | $7,138 | 加仓 |
| ABBV | ABBVIE INC | $35.51万 | 0.08% | 1,411 | 83 | 6.2% | $2.09万 | 加仓 |
| IJR | ISHARES TR | $36.93万 | 0.08% | 2,490 | 2 | 0.1% | $297 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $37.13万 | 0.08% | 4,850 | 0 | 0.0% | — | 不变 |
| IJUL | INNOVATOR ETFS TRUST | $37.20万 | 0.08% | 10,342 | 10,342 | — | $37.20万 | 新建仓 |
| SHAK | SHAKE SHACK INC | $38.56万 | 0.08% | 6,884 | 897 | 15.0% | $5.02万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $38.87万 | 0.08% | 4,790 | -285 | -5.6% | -$2.31万 | 减仓 |
| IWM | ISHARES TR | $41.29万 | 0.09% | 1,374 | -458 | -25.0% | -$13.76万 | 减仓 |
| VGT | VANGUARD WORLD FD | $41.31万 | 0.09% | 3,456 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $42.14万 | 0.09% | 1,137 | 2 | 0.2% | $741 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $42.34万 | 0.09% | 11,718 | -260 | -2.2% | -$9,393 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $42.53万 | 0.09% | 7,831 | 2,302 | 41.6% | $12.50万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $42.80万 | 0.09% | 1,582 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $43.26万 | 0.09% | 5,771 | -478 | -7.6% | -$3.58万 | 减仓 |
| SRE | SEMPRA | $43.45万 | 0.09% | 4,687 | 26 | 0.6% | $2,410 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $43.79万 | 0.09% | 433 | -16 | -3.6% | -$1.62万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $44.00万 | 0.09% | 5,297 | 805 | 17.9% | $6.69万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $44.02万 | 0.09% | 3,773 | 35 | 0.9% | $4,083 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $44.24万 | 0.09% | 12,909 | 97 | 0.8% | $3,324 | 加仓 |
| APH | AMPHENOL CORP | $45.40万 | 0.10% | 2,575 | -67 | -2.5% | -$1.18万 | 减仓 |
| BMAY | INNOVATOR ETFS TRUST | $45.71万 | 0.10% | 9,653 | 9,653 | — | $45.71万 | 新建仓 |
| MRK | MERCK & CO INC | $45.79万 | 0.10% | 3,564 | -13 | -0.4% | -$1,670 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $46.37万 | 0.10% | 3,386 | 86 | 2.6% | $1.18万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $49.64万 | 0.11% | 2,744 | -104 | -3.7% | -$1.88万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $50.24万 | 0.11% | 7,051 | 142 | 2.1% | $1.01万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $50.25万 | 0.11% | 13,629 | -212 | -1.5% | -$7,817 | 减仓 |
| KLAC | KLA CORP | $51.26万 | 0.11% | 1,699 | 19 | 1.1% | $5,732 | 加仓 |
| UNP | UNION PAC CORP | $51.38万 | 0.11% | 1,889 | 61 | 3.3% | $1.66万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $51.42万 | 0.11% | 2,235 | -282 | -11.2% | -$6.49万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $53.02万 | 0.11% | 12,521 | 499 | 4.2% | $2.11万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $53.11万 | 0.11% | 4,195 | -649 | -13.4% | -$8.22万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $53.20万 | 0.11% | 1,280 | 141 | 12.4% | $5.86万 | 加仓 |
| TTC | TORO CO | $53.60万 | 0.11% | 5,502 | -112 | -2.0% | -$1.09万 | 减仓 |
| — | VANGUARD MALVERN FDS | $53.64万 | 0.11% | 6,998 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $53.82万 | 0.11% | 1,242 | -8 | -0.6% | -$3,467 | 减仓 |
| IWF | ISHARES TR | $53.92万 | 0.11% | 4,343 | -757 | -14.8% | -$9.40万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $54.10万 | 0.11% | 7,081 | 7,081 | — | $54.10万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $54.37万 | 0.12% | 9,853 | 2,611 | 36.1% | $14.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $56.00万 | 0.12% | 3,819 | 72 | 1.9% | $1.06万 | 加仓 |
| SLV | ISHARES SILVER TR | $57.05万 | 0.12% | 10,669 | 1,793 | 20.2% | $9.59万 | 加仓 |