13F 机构持仓

D.B. Root & Company, LLC

PITTSBURGH PA · SEC CIK 0001731717

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.71亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

JCPB 17.3%
SCHX 9.0%
PYLD 7.6%
VIG 3.9%
DFAI 3.3%
SCHB 2.8%
ZALT 2.5%
AAPL 2.4%
INNOVATOR ETFS 1.8%
SCHG 1.6%

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
IWF ISHARES TR $54.36万0.13%1,275 00.0% — 不变
XLF SELECT SECTOR SPDR TR $54.36万0.13%11,010 3,21641.3% $15.88万 加仓
FDS FACTSET RESH SYS INC $54.62万0.13%2,517 120.5% $2,604 加仓
PLTR PALANTIR TECHNOLOGIES INC $54.68万0.13%3,738 1644.6% $2.40万 加仓
WMS ADVANCED DRAIN SYS INC DEL $55.55万0.13%4,051 -107-2.6% -$1.47万 减仓
PPG PPG INDS INC $56.54万0.14%5,290 -192-3.5% -$2.05万 减仓
GOOG ALPHABET INC $58.55万0.14%2,041 -1-0.0% -$287 减仓
CAT CATERPILLAR INC $58.80万0.14%830 -74-8.2% -$5.24万 减仓
VZ VERIZON COMMUNICATIONS INC $60.35万0.14%12,022 1981.7% $9,940 加仓
SLV ISHARES SILVER TR $60.48万0.14%8,876 -795-8.2% -$5.42万 减仓
DJP BARCLAYS BANK PLC $60.90万0.15%12,650 5,45075.7% $26.24万 加仓
DUK DUKE ENERGY CORP NEW $63.43万0.15%4,844 841.8% $1.10万 加仓
GEV GE VERNOVA INC $64.07万0.15%734 13622.7% $11.87万 加仓
CAVA CAVA GROUP INC $64.29万0.15%7,947 4195.6% $3.39万 加仓
V VISA INC $66.04万0.16%2,185 663.1% $1.99万 加仓
MAIN MAIN STR CAP CORP $67.20万0.16%12,688 -17-0.1% -$900 减仓
ISVL ISHARES TR $67.36万0.16%14,000 6,10077.2% $29.35万 加仓
QCOM QUALCOMM INC $69.10万0.17%5,366 -338-5.9% -$4.35万 减仓
XLB SELECT SECTOR SPDR TR $70.50万0.17%14,109 14,109— $70.50万 新建仓
XLC SELECT SECTOR SPDR TR $70.55万0.17%6,364 -12,775-66.7% -$141.62万 减仓
DTH WISDOMTREE TR $70.97万0.17%13,120 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.17%1 00.0% — 不变
VMI VALMONT INDS INC $72.04万0.17%1,803 -50-2.7% -$2.00万 减仓
IVV ISHARES TR $72.17万0.17%1,105 -89-7.5% -$5.81万 减仓
SON SONOCO PRODS CO $75.40万0.18%13,939 -1,158-7.7% -$6.26万 减仓
VWO VANGUARD INTL EQUITY INDEX F $75.61万0.18%13,989 13,989— $75.61万 新建仓
PEP PEPSICO INC $76.28万0.18%4,912 3998.8% $6.20万 加仓
LLY ELI LILLY & CO $77.82万0.19%846 273.3% $2.48万 加仓
SJM SMUCKER J M CO $78.02万0.19%8,090 -71-0.9% -$6,847 减仓
JJSF J & J SNACK FOODS CORP $81.20万0.19%10,243 5465.6% $4.33万 加仓
CACI CACI INTL INC $82.56万0.20%1,518 -43-2.8% -$2.34万 减仓
JNJ JOHNSON & JOHNSON $85.07万0.20%3,480 2638.2% $6.43万 加仓
GDX VANECK ETF TRUST $85.74万0.20%9,343 5636.4% $5.17万 加仓
LFUS LITTELFUSE INC $86.91万0.21%2,561 -705-21.6% -$23.92万 减仓
XLI SELECT SECTOR SPDR TR $89.86万0.21%5,556 4,062271.9% $65.69万 加仓
SCHY SCHWAB STRATEGIC TR $90.00万0.22%28,428 9,39349.3% $29.74万 加仓
ATR APTARGROUP INC $90.17万0.22%7,155 -606-7.8% -$7.64万 减仓
NKE NIKE INC $90.76万0.22%17,183 9455.8% $4.99万 加仓
CSX CSX CORP $91.04万0.22%22,177 -2,175-8.9% -$8.93万 减仓
CSCO CISCO SYS INC $92.07万0.22%11,866 1631.4% $1.26万 加仓
ORI OLD REP INTL CORP $92.17万0.22%23,099 -1-0.0% -$40 减仓
TSCO TRACTOR SUPPLY CO $93.66万0.22%20,676 -416-2.0% -$1.88万 减仓
PNC PNC FINL SVCS GROUP INC $96.07万0.23%4,617 2575.9% $5.35万 加仓
GGG GRACO INC $96.48万0.23%11,398 -332-2.8% -$2.81万 减仓
SCHO SCHWAB STRATEGIC TR $100.79万0.24%41,527 6,82519.7% $16.56万 加仓
EME EMCOR GROUP INC $102.18万0.24%1,384 -163-10.5% -$12.03万 减仓
SYK STRYKER CORPORATION $103.82万0.25%3,160 -3-0.1% -$986 减仓
SSD SIMPSON MFG INC $104.12万0.25%6,067 -171-2.7% -$2.93万 减仓
MU MICRON TECHNOLOGY INC $107.13万0.26%3,171 55221.1% $18.65万 加仓
VGSH VANGUARD SCOTTSDALE FDS $107.50万0.26%18,363 9,414105.2% $55.11万 加仓
MCD MCDONALDS CORP $108.78万0.26%3,500 1153.4% $3.57万 加仓
MA MASTERCARD INCORPORATED $108.93万0.26%2,180 1105.3% $5.50万 加仓
LMT LOCKHEED MARTIN CORP $109.65万0.26%1,814 00.0% — 不变
KO COCA COLA CO $109.80万0.26%14,437 1901.3% $1.44万 加仓
JPM JPMORGAN CHASE & CO $109.90万0.26%3,736 -242-6.1% -$7.12万 减仓
SBUX STARBUCKS CORP $113.95万0.27%12,719 -197-1.5% -$1.76万 减仓
XLE SELECT SECTOR SPDR TR $114.30万0.27%18,658 7,63269.2% $46.75万 加仓
CMI CUMMINS INC $116.00万0.28%2,156 30.1% $1,614 加仓
SCCO SOUTHERN COPPER CORP $116.30万0.28%6,759 260.4% $4,474 加仓
RH RH $116.54万0.28%8,335 -421-4.8% -$5.89万 减仓
CVX CHEVRON CORPORATION $120.32万0.29%5,816 2644.8% $5.46万 加仓
QQQ INVESCO QQQ TR $123.80万0.30%2,145 80.4% $4,617 加仓
TSLA TESLA INC $125.95万0.30%3,388 240.7% $8,922 加仓
RTX RTX CORPORATION $130.75万0.31%6,778 -100-1.5% -$1.93万 减仓
WMB WILLIAMS COS INC $132.95万0.32%18,268 320.2% $2,329 加仓
HD HOME DEPOT INC $133.24万0.32%4,051 -32-0.8% -$1.05万 减仓
ETN EATON CORP PLC $144.93万0.35%4,052 240.6% $8,584 加仓
RSP INVESCO EXCHANGE TRADED FD T $148.02万0.35%7,712 350.5% $6,718 加仓
DVYE ISHARES INC $155.87万0.37%45,337 34,487317.9% $118.57万 加仓
VMBS VANGUARD SCOTTSDALE FDS $182.83万0.44%38,941 38,941— $182.83万 新建仓
BRK/B BERKSHIRE HATHAWAY INC DEL $183.53万0.44%3,830 511.3% $2.44万 加仓
AVGO BROADCOM INC $191.59万0.46%6,190 -296-4.6% -$9.16万 减仓
VCSH VANGUARD SCOTTSDALE FDS $211.72万0.51%26,709 2150.8% $1.70万 加仓
SPY STATE STR SPDR S&P 500 ETF T $214.16万0.51%3,293 44215.5% $28.75万 加仓
GLW CORNING INC $215.78万0.52%15,870 -478-2.9% -$6.50万 减仓
META META PLATFORMS INC $225.76万0.54%3,946 1433.8% $8.18万 加仓
VGIT VANGUARD SCOTTSDALE FDS $277.02万0.66%46,519 10,70829.9% $63.77万 加仓
— EXXON MOBIL CORP $282.23万0.67%16,635 1,2458.1% $21.12万 加仓
COST COSTCO WHOLESALE CORPORATION $284.14万0.68%2,852 -17-0.6% -$1.69万 减仓
GOOGL ALPHABET INC $304.85万0.73%10,601 -267-2.5% -$7.68万 减仓
SCHF SCHWAB STRATEGIC TR $305.93万0.73%123,607 1,1140.9% $2.76万 加仓
ADP AUTOMATIC DATA PROCESSING IN $336.03万0.80%16,539 -16-0.1% -$3,251 减仓
— VANGUARD MALVERN FDS $340.46万0.81%66,751 9,51716.6% $48.54万 加仓
MSFT MICROSOFT CORP $364.25万0.87%9,840 -264-2.6% -$9.77万 减仓
WMT WALMART INC $385.23万0.92%30,997 -1,112-3.5% -$13.82万 减仓
VO VANGUARD INDEX FDS $416.07万0.99%14,488 -932-6.0% -$26.77万 减仓
AMZN AMAZON COM INC $423.79万1.01%20,348 -172-0.8% -$3.58万 减仓
NVDA NVIDIA CORPORATION $433.26万1.04%24,843 -264-1.1% -$4.60万 减仓
XLK SELECT SECTOR SPDR TR $443.21万1.06%33,349 -1,819-5.2% -$24.17万 减仓
TMB THORNBURG ETF TR $448.20万1.07%175,691 7,7584.6% $19.79万 加仓
VTI VANGUARD INDEX FDS $525.46万1.26%16,379 1,4059.4% $45.07万 加仓
VOO VANGUARD INDEX FDS $532.25万1.27%8,907 -311-3.4% -$18.58万 减仓
DKS DICKS SPORTING GOODS INC $534.45万1.28%26,953 00.0% — 不变
VXUS VANGUARD STAR FDS $539.84万1.29%70,009 47,913216.8% $369.46万 加仓
GLD SPDR GOLD TR $544.75万1.30%12,660 30.0% $1,291 加仓
SCHD SCHWAB STRATEGIC TR $555.63万1.33%181,107 6770.4% $2.08万 加仓
IJJ ISHARES TR $626.22万1.50%47,262 2,0074.4% $26.59万 加仓
— INNOVATOR ETFS TRUST $632.14万1.51%214,139 10,3505.1% $30.55万 加仓
SCHG SCHWAB STRATEGIC TR $683.80万1.63%234,741 -1,926-0.8% -$5.61万 减仓
— INNOVATOR ETFS TRUST $761.36万1.82%211,438 -10,532-4.7% -$37.92万 减仓