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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $726.50万 | 1.54% | 230,782 | 16,643 | 7.8% | $52.39万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $757.96万 | 1.61% | 223,985 | -10,756 | -4.6% | -$36.40万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $819.73万 | 1.74% | 258,507 | 77,400 | 42.7% | $245.44万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $855.49万 | 1.82% | 217,514 | 6,076 | 2.9% | $23.90万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $956.31万 | 2.03% | 111,863 | 41,854 | 59.8% | $357.81万 | 加仓 |
| AAPL | APPLE INC | $1,146.39万 | 2.43% | 39,618 | -250 | -0.6% | -$7.23万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $1,162.39万 | 2.47% | 343,193 | 22,188 | 6.9% | $75.15万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,362.12万 | 2.89% | 470,345 | 8,849 | 1.9% | $25.63万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,520.16万 | 3.23% | 368,524 | 15,998 | 4.5% | $65.99万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,894.52万 | 4.02% | 80,066 | 3,565 | 4.7% | $84.35万 | 加仓 |
| PYLD | PIMCO ETF TR | $3,501.49万 | 7.44% | 1,320,319 | 107,887 | 8.9% | $286.12万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $4,268.56万 | 9.07% | 1,450,411 | -21,073 | -1.4% | -$62.02万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $7,686.22万 | 16.33% | 1,637,457 | 96,929 | 6.3% | $454.98万 | 加仓 |