13F 机构持仓

D.B. Root & Company, LLC

PITTSBURGH PA · SEC CIK 0001731717

2026Q22026Q1 更早 9 个季度 🔒
$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
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 16.3%
SCHX 9.1%
PYLD 7.4%
VIG 4.0%
DFAI 3.2%
SCHB 2.9%
ZALT 2.5%
AAPL 2.4%
VXUS 2.0%
INNOVATOR ETFS 1.8%

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
SYY SYSCO CORP $57.19万0.12%6,843 3094.7% $2.58万 加仓
LFUS LITTELFUSE INC $57.33万0.12%1,259 -1,302-50.8% -$59.28万 减仓
XLF SELECT SECTOR SPDR TR $58.14万0.12%10,845 -165-1.5% -$8,846 减仓
VTEI VANGUARD MUN BD FDS $58.20万0.12%5,765 74014.7% $7.47万 加仓
BE BLOOM ENERGY CORP $59.33万0.13%1,960 -1,833-48.3% -$55.48万 重新持有
DJP BARCLAYS BANK PLC $59.99万0.13%13,725 1,0758.5% $4.70万 加仓
MAIN MAIN STR CAP CORP $60.22万0.13%11,608 -1,080-8.5% -$5.60万 减仓
BROS DUTCH BROS INC $60.23万0.13%8,387 1,23017.2% $8.83万 加仓
PEP PEPSICO INC $60.47万0.13%4,466 -446-9.1% -$6.04万 减仓
VUG VANGUARD INDEX FDS $61.92万0.13%7,188 -72-1.0% -$6,202 减仓
BMI BADGER METER INC $62.85万0.13%4,236 1,39649.2% $20.71万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $64.14万0.14%1,343 -221-14.1% -$10.55万 减仓
PPG PPG INDS INC $64.23万0.14%5,295 50.1% $606 加仓
CAVA CAVA GROUP INC $65.07万0.14%8,291 3444.3% $2.70万 加仓
WMS ADVANCED DRAIN SYS INC DEL $66.25万0.14%4,221 1704.2% $2.67万 加仓
XLC SELECT SECTOR SPDR TR $69.50万0.15%6,487 1231.9% $1.32万 加仓
ISVL ISHARES TR $69.57万0.15%13,817 -183-1.3% -$9,214 减仓
DTH WISDOMTREE TR $70.99万0.15%13,120 00.0% — 不变
GOOG ALPHABET INC $72.15万0.15%2,042 10.0% $353 加仓
OLLI OLLIES BARGAIN OUTLET HLDGS $72.35万0.15%9,411 9,411— $72.35万 新建仓
INTC INTEL CORP $72.72万0.15%5,208 5,208— $72.72万 新建仓
XLB SELECT SECTOR SPDR TR $72.74万0.15%14,310 2011.4% $1.02万 加仓
SON SONOCO PRODS CO $74.82万0.16%13,278 -661-4.7% -$3.72万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.16%1 00.0% — 不变
GDX VANECK ETF TRUST $75.63万0.16%10,024 6817.3% $5.14万 加仓
V VISA INC $76.51万0.16%2,230 452.1% $1.54万 加仓
JJSF J & J SNACK FOODS CORP $78.31万0.17%10,662 4194.1% $3.08万 加仓
IVV ISHARES TR $81.45万0.17%1,088 -17-1.5% -$1.27万 减仓
SJM SMUCKER J M CO $82.26万0.17%7,312 -778-9.6% -$8.75万 减仓
NKE NIKE INC $82.42万0.18%20,079 2,89616.9% $11.89万 加仓
CAT CATERPILLAR INC $84.98万0.18%798 -32-3.9% -$3.41万 减仓
JNJ JOHNSON & JOHNSON $85.66万0.18%3,373 -107-3.1% -$2.72万 减仓
CACI CACI INTL INC $85.70万0.18%1,850 33221.9% $15.38万 加仓
VMI VALMONT INDS INC $86.12万0.18%1,491 -312-17.3% -$18.02万 减仓
LMT LOCKHEED MARTIN CORP $87.23万0.19%1,712 -102-5.6% -$5.20万 减仓
GEV GE VERNOVA INC $88.23万0.19%751 172.3% $2.00万 加仓
CSX CSX CORP $89.91万0.19%18,917 -3,260-14.7% -$15.49万 减仓
XLE SELECT SECTOR SPDR TR $90.00万0.19%16,946 -1,712-9.2% -$9.09万 减仓
MCD MCDONALDS CORP $90.18万0.19%3,336 -164-4.7% -$4.43万 减仓
TSCO TRACTOR SUPPLY CO $92.23万0.20%29,179 8,50341.1% $26.88万 加仓
ORI OLD REP INTL CORP $92.41万0.20%22,584 -515-2.2% -$2.11万 减仓
SCHO SCHWAB STRATEGIC TR $92.46万0.20%38,301 -3,226-7.8% -$7.79万 减仓
ATR APTARGROUP INC $93.92万0.20%7,502 3474.8% $4.34万 加仓
SCHY SCHWAB STRATEGIC TR $95.58万0.20%30,124 1,6966.0% $5.38万 加仓
GGG GRACO INC $96.02万0.20%12,700 1,30211.4% $9.84万 加仓
AMAT APPLIED MATLS INC $98.18万0.21%1,358 -71-5.0% -$5.13万 减仓
QCOM QUALCOMM INC $100.21万0.21%5,423 571.1% $1.05万 加仓
EME EMCOR GROUP INC $100.33万0.21%1,209 -175-12.6% -$14.52万 减仓
XLI SELECT SECTOR SPDR TR $101.06万0.21%5,456 -100-1.8% -$1.85万 减仓
CVX CHEVRON CORPORATION $101.25万0.22%6,108 2925.0% $4.84万 加仓
SBUX STARBUCKS CORP $102.62万0.22%10,042 -2,677-21.0% -$27.36万 减仓
VGSH VANGUARD SCOTTSDALE FDS $106.91万0.23%18,369 60.0% $349 加仓
MA MASTERCARD INCORPORATED $107.14万0.23%2,086 -94-4.3% -$4.83万 减仓
SYK STRYKER CORPORATION $107.31万0.23%3,408 2487.8% $7.81万 加仓
SSD SIMPSON MFG INC $107.52万0.23%5,136 -931-15.3% -$19.49万 减仓
PNC PNC FINL SVCS GROUP INC $112.31万0.24%4,562 -55-1.2% -$1.35万 减仓
— VANGUARD MALVERN FDS $112.57万0.24%21,949 -44,802-67.1% -$229.78万 减仓
AMD ADVANCED MICRO DEVICES INC $116.07万0.25%1,998 28616.7% $16.61万 加仓
LLY ELI LILLY & CO $116.12万0.25%968 12214.4% $14.64万 加仓
VWO VANGUARD INTL EQUITY INDEX F $116.96万0.25%19,594 5,60540.1% $33.46万 加仓
SCCO SOUTHERN COPPER CORP $118.53万0.25%6,802 430.6% $7,493 加仓
KO COCA COLA CO $120.09万0.26%14,777 3402.4% $2.76万 加仓
RTX RTX CORPORATION $122.36万0.26%6,449 -329-4.9% -$6.24万 减仓
JPM JPMORGAN CHASE & CO $123.91万0.26%3,785 491.3% $1.60万 加仓
WMB WILLIAMS COS INC $133.48万0.28%17,956 -312-1.7% -$2.32万 减仓
HD HOME DEPOT INC $136.39万0.29%3,867 -184-4.5% -$6.49万 减仓
RH RH $138.59万0.29%8,413 780.9% $1.28万 加仓
RSP INVESCO EXCHANGE TRADED FD T $138.73万0.29%6,520 -1,192-15.5% -$25.36万 减仓
CSCO CISCO SYS INC $142.30万0.30%12,115 2492.1% $2.92万 加仓
CMI CUMMINS INC $153.13万0.33%2,147 -9-0.4% -$6,419 减仓
QQQ INVESCO QQQ TR $156.41万0.33%2,124 -21-1.0% -$1.55万 减仓
ETN EATON CORP PLC $172.45万0.37%4,047 -5-0.1% -$2,131 减仓
TSLA TESLA INC $179.85万0.38%4,276 88826.2% $37.35万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $195.35万0.41%3,904 741.9% $3.70万 加仓
DVYE ISHARES INC $197.05万0.42%61,140 15,80334.9% $50.93万 加仓
VCSH VANGUARD SCOTTSDALE FDS $205.54万0.44%26,008 -701-2.6% -$5.54万 减仓
META META PLATFORMS INC $210.90万0.45%3,744 -202-5.1% -$11.38万 减仓
SPY STATE STR SPDR S&P 500 ETF T $212.17万0.45%2,841 -452-13.7% -$33.76万 减仓
VMBS VANGUARD SCOTTSDALE FDS $224.60万0.48%47,981 9,04023.2% $42.32万 加仓
— EXXON MOBIL CORP $225.65万0.48%16,505 -130-0.8% -$1.78万 减仓
COST COSTCO WHOLESALE CORPORATION $252.73万0.54%2,702 -150-5.3% -$14.03万 减仓
AVGO BROADCOM INC $270.55万0.57%7,162 97215.7% $36.72万 加仓
VGIT VANGUARD SCOTTSDALE FDS $313.59万0.67%53,168 6,64914.3% $39.22万 加仓
MU MICRON TECHNOLOGY INC $314.31万0.67%2,723 -448-14.1% -$51.71万 减仓
WMT WALMART INC $344.53万0.73%30,420 -577-1.9% -$6.54万 减仓
SCHF SCHWAB STRATEGIC TR $359.19万0.76%129,673 6,0664.9% $16.80万 加仓
MSFT MICROSOFT CORP $365.19万0.78%9,790 -50-0.5% -$1.87万 减仓
ADP AUTOMATIC DATA PROCESSING IN $371.78万0.79%16,601 620.4% $1.39万 加仓
GOOGL ALPHABET INC $384.68万0.82%10,764 1631.5% $5.83万 加仓
GLW CORNING INC $395.57万0.84%15,487 -383-2.4% -$9.78万 减仓
VO VANGUARD INDEX FDS $434.78万0.92%53,963 -3,989-6.9% -$32.14万 减仓
TMB THORNBURG ETF TR $463.58万0.98%182,871 7,1804.1% $18.20万 加仓
AMZN AMAZON COM INC $467.72万0.99%19,624 -724-3.6% -$17.26万 减仓
GLD SPDR GOLD TR $475.91万1.01%12,919 2592.0% $9.54万 加仓
NVDA NVIDIA CORPORATION $480.06万1.02%23,992 -851-3.4% -$17.03万 减仓
VTI VANGUARD INDEX FDS $592.21万1.26%16,004 -375-2.3% -$13.88万 减仓
DKS DICKS SPORTING GOODS INC $611.41万1.30%26,957 40.0% $907 加仓
XLK SELECT SECTOR SPDR TR $620.03万1.32%32,544 -805-2.4% -$15.34万 减仓
VOO VANGUARD INDEX FDS $676.13万1.44%9,845 93810.5% $64.42万 加仓
IJJ ISHARES TR $686.79万1.46%46,490 -772-1.6% -$11.40万 减仓