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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| SCHX | SCHWAB STRATEGIC TR | $4,268.56万 | 9.07% | 1,450,411 | -21,073 | -1.4% | -$62.02万 | 减仓 |
| PYLD | PIMCO ETF TR | $3,501.49万 | 7.44% | 1,320,319 | 107,887 | 8.9% | $286.12万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,894.52万 | 4.02% | 80,066 | 3,565 | 4.7% | $84.35万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,520.16万 | 3.23% | 368,524 | 15,998 | 4.5% | $65.99万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,362.12万 | 2.89% | 470,345 | 8,849 | 1.9% | $25.63万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $1,162.39万 | 2.47% | 343,193 | 22,188 | 6.9% | $75.15万 | 加仓 |
| AAPL | APPLE INC | $1,146.39万 | 2.43% | 39,618 | -250 | -0.6% | -$7.23万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $956.31万 | 2.03% | 111,863 | 41,854 | 59.8% | $357.81万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $855.49万 | 1.82% | 217,514 | 6,076 | 2.9% | $23.90万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $819.73万 | 1.74% | 258,507 | 77,400 | 42.7% | $245.44万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $757.96万 | 1.61% | 223,985 | -10,756 | -4.6% | -$36.40万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $726.50万 | 1.54% | 230,782 | 16,643 | 7.8% | $52.39万 | 加仓 |
| IJJ | ISHARES TR | $686.79万 | 1.46% | 46,490 | -772 | -1.6% | -$11.40万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $676.13万 | 1.44% | 9,845 | 938 | 10.5% | $64.42万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $620.03万 | 1.32% | 32,544 | -805 | -2.4% | -$15.34万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $611.41万 | 1.30% | 26,957 | 4 | 0.0% | $907 | 加仓 |
| VTI | VANGUARD INDEX FDS | $592.21万 | 1.26% | 16,004 | -375 | -2.3% | -$13.88万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $480.06万 | 1.02% | 23,992 | -851 | -3.4% | -$17.03万 | 减仓 |
| GLD | SPDR GOLD TR | $475.91万 | 1.01% | 12,919 | 259 | 2.0% | $9.54万 | 加仓 |
| AMZN | AMAZON COM INC | $467.72万 | 0.99% | 19,624 | -724 | -3.6% | -$17.26万 | 减仓 |
| TMB | THORNBURG ETF TR | $463.58万 | 0.98% | 182,871 | 7,180 | 4.1% | $18.20万 | 加仓 |
| VO | VANGUARD INDEX FDS | $434.78万 | 0.92% | 53,963 | -3,989 | -6.9% | -$32.14万 | 减仓 |
| GLW | CORNING INC | $395.57万 | 0.84% | 15,487 | -383 | -2.4% | -$9.78万 | 减仓 |
| GOOGL | ALPHABET INC | $384.68万 | 0.82% | 10,764 | 163 | 1.5% | $5.83万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $371.78万 | 0.79% | 16,601 | 62 | 0.4% | $1.39万 | 加仓 |
| MSFT | MICROSOFT CORP | $365.19万 | 0.78% | 9,790 | -50 | -0.5% | -$1.87万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $359.19万 | 0.76% | 129,673 | 6,066 | 4.9% | $16.80万 | 加仓 |
| WMT | WALMART INC | $344.53万 | 0.73% | 30,420 | -577 | -1.9% | -$6.54万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $314.31万 | 0.67% | 2,723 | -448 | -14.1% | -$51.71万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $313.59万 | 0.67% | 53,168 | 6,649 | 14.3% | $39.22万 | 加仓 |
| AVGO | BROADCOM INC | $270.55万 | 0.57% | 7,162 | 972 | 15.7% | $36.72万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $252.73万 | 0.54% | 2,702 | -150 | -5.3% | -$14.03万 | 减仓 |
| — | EXXON MOBIL CORP | $225.65万 | 0.48% | 16,505 | -130 | -0.8% | -$1.78万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $224.60万 | 0.48% | 47,981 | 9,040 | 23.2% | $42.32万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $212.17万 | 0.45% | 2,841 | -452 | -13.7% | -$33.76万 | 减仓 |
| META | META PLATFORMS INC | $210.90万 | 0.45% | 3,744 | -202 | -5.1% | -$11.38万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $205.54万 | 0.44% | 26,008 | -701 | -2.6% | -$5.54万 | 减仓 |
| DVYE | ISHARES INC | $197.05万 | 0.42% | 61,140 | 15,803 | 34.9% | $50.93万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $195.35万 | 0.41% | 3,904 | 74 | 1.9% | $3.70万 | 加仓 |
| TSLA | TESLA INC | $179.85万 | 0.38% | 4,276 | 888 | 26.2% | $37.35万 | 加仓 |
| ETN | EATON CORP PLC | $172.45万 | 0.37% | 4,047 | -5 | -0.1% | -$2,131 | 减仓 |
| QQQ | INVESCO QQQ TR | $156.41万 | 0.33% | 2,124 | -21 | -1.0% | -$1.55万 | 减仓 |
| CMI | CUMMINS INC | $153.13万 | 0.33% | 2,147 | -9 | -0.4% | -$6,419 | 减仓 |
| CSCO | CISCO SYS INC | $142.30万 | 0.30% | 12,115 | 249 | 2.1% | $2.92万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $138.73万 | 0.29% | 6,520 | -1,192 | -15.5% | -$25.36万 | 减仓 |
| RH | RH | $138.59万 | 0.29% | 8,413 | 78 | 0.9% | $1.28万 | 加仓 |
| HD | HOME DEPOT INC | $136.39万 | 0.29% | 3,867 | -184 | -4.5% | -$6.49万 | 减仓 |
| WMB | WILLIAMS COS INC | $133.48万 | 0.28% | 17,956 | -312 | -1.7% | -$2.32万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $123.91万 | 0.26% | 3,785 | 49 | 1.3% | $1.60万 | 加仓 |
| RTX | RTX CORPORATION | $122.36万 | 0.26% | 6,449 | -329 | -4.9% | -$6.24万 | 减仓 |
| KO | COCA COLA CO | $120.09万 | 0.26% | 14,777 | 340 | 2.4% | $2.76万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $118.53万 | 0.25% | 6,802 | 43 | 0.6% | $7,493 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $116.96万 | 0.25% | 19,594 | 5,605 | 40.1% | $33.46万 | 加仓 |
| LLY | ELI LILLY & CO | $116.12万 | 0.25% | 968 | 122 | 14.4% | $14.64万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $116.07万 | 0.25% | 1,998 | 286 | 16.7% | $16.61万 | 加仓 |
| — | VANGUARD MALVERN FDS | $112.57万 | 0.24% | 21,949 | -44,802 | -67.1% | -$229.78万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $112.31万 | 0.24% | 4,562 | -55 | -1.2% | -$1.35万 | 减仓 |
| SSD | SIMPSON MFG INC | $107.52万 | 0.23% | 5,136 | -931 | -15.3% | -$19.49万 | 减仓 |
| SYK | STRYKER CORPORATION | $107.31万 | 0.23% | 3,408 | 248 | 7.8% | $7.81万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $107.14万 | 0.23% | 2,086 | -94 | -4.3% | -$4.83万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $106.91万 | 0.23% | 18,369 | 6 | 0.0% | $349 | 加仓 |
| SBUX | STARBUCKS CORP | $102.62万 | 0.22% | 10,042 | -2,677 | -21.0% | -$27.36万 | 减仓 |
| CVX | CHEVRON CORPORATION | $101.25万 | 0.22% | 6,108 | 292 | 5.0% | $4.84万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $101.06万 | 0.21% | 5,456 | -100 | -1.8% | -$1.85万 | 减仓 |
| EME | EMCOR GROUP INC | $100.33万 | 0.21% | 1,209 | -175 | -12.6% | -$14.52万 | 减仓 |
| QCOM | QUALCOMM INC | $100.21万 | 0.21% | 5,423 | 57 | 1.1% | $1.05万 | 加仓 |
| AMAT | APPLIED MATLS INC | $98.18万 | 0.21% | 1,358 | -71 | -5.0% | -$5.13万 | 减仓 |
| GGG | GRACO INC | $96.02万 | 0.20% | 12,700 | 1,302 | 11.4% | $9.84万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $95.58万 | 0.20% | 30,124 | 1,696 | 6.0% | $5.38万 | 加仓 |
| ATR | APTARGROUP INC | $93.92万 | 0.20% | 7,502 | 347 | 4.8% | $4.34万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $92.46万 | 0.20% | 38,301 | -3,226 | -7.8% | -$7.79万 | 减仓 |
| ORI | OLD REP INTL CORP | $92.41万 | 0.20% | 22,584 | -515 | -2.2% | -$2.11万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $92.23万 | 0.20% | 29,179 | 8,503 | 41.1% | $26.88万 | 加仓 |
| MCD | MCDONALDS CORP | $90.18万 | 0.19% | 3,336 | -164 | -4.7% | -$4.43万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $90.00万 | 0.19% | 16,946 | -1,712 | -9.2% | -$9.09万 | 减仓 |
| CSX | CSX CORP | $89.91万 | 0.19% | 18,917 | -3,260 | -14.7% | -$15.49万 | 减仓 |
| GEV | GE VERNOVA INC | $88.23万 | 0.19% | 751 | 17 | 2.3% | $2.00万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $87.23万 | 0.19% | 1,712 | -102 | -5.6% | -$5.20万 | 减仓 |
| VMI | VALMONT INDS INC | $86.12万 | 0.18% | 1,491 | -312 | -17.3% | -$18.02万 | 减仓 |
| CACI | CACI INTL INC | $85.70万 | 0.18% | 1,850 | 332 | 21.9% | $15.38万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $85.66万 | 0.18% | 3,373 | -107 | -3.1% | -$2.72万 | 减仓 |
| CAT | CATERPILLAR INC | $84.98万 | 0.18% | 798 | -32 | -3.9% | -$3.41万 | 减仓 |
| NKE | NIKE INC | $82.42万 | 0.18% | 20,079 | 2,896 | 16.9% | $11.89万 | 加仓 |
| SJM | SMUCKER J M CO | $82.26万 | 0.17% | 7,312 | -778 | -9.6% | -$8.75万 | 减仓 |
| IVV | ISHARES TR | $81.45万 | 0.17% | 1,088 | -17 | -1.5% | -$1.27万 | 减仓 |
| JJSF | J & J SNACK FOODS CORP | $78.31万 | 0.17% | 10,662 | 419 | 4.1% | $3.08万 | 加仓 |
| V | VISA INC | $76.51万 | 0.16% | 2,230 | 45 | 2.1% | $1.54万 | 加仓 |
| GDX | VANECK ETF TRUST | $75.63万 | 0.16% | 10,024 | 681 | 7.3% | $5.14万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.16% | 1 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $74.82万 | 0.16% | 13,278 | -661 | -4.7% | -$3.72万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $72.74万 | 0.15% | 14,310 | 201 | 1.4% | $1.02万 | 加仓 |
| INTC | INTEL CORP | $72.72万 | 0.15% | 5,208 | 5,208 | — | $72.72万 | 新建仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $72.35万 | 0.15% | 9,411 | 9,411 | — | $72.35万 | 新建仓 |
| GOOG | ALPHABET INC | $72.15万 | 0.15% | 2,042 | 1 | 0.0% | $353 | 加仓 |
| DTH | WISDOMTREE TR | $70.99万 | 0.15% | 13,120 | 0 | 0.0% | — | 不变 |
| ISVL | ISHARES TR | $69.57万 | 0.15% | 13,817 | -183 | -1.3% | -$9,214 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $69.50万 | 0.15% | 6,487 | 123 | 1.9% | $1.32万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $66.25万 | 0.14% | 4,221 | 170 | 4.2% | $2.67万 | 加仓 |
| CAVA | CAVA GROUP INC | $65.07万 | 0.14% | 8,291 | 344 | 4.3% | $2.70万 | 加仓 |