13FBOX
D.B. Root & Company, LLC · 13F 持仓分析
期权收益计算器 机构排行

D.B. Root & Company, LLC

No.4407 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.71亿
环比变动 Q1 2026
+$5,222.9万+12.5%
持仓股票数
207
新买入
22
加仓
88
减仓
84
清仓
6
持股不变
13
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
J摩根大通·CORE PLUS BOND ETFJCPB
16.33%17.33%$7,686.2万163.7万股$7,252.8万154.1万股+9.7万股+6.29%加仓
S嘉信·USSCHX
9.07%9.01%$4,268.6万145.0万股$3,772.9万147.1万股-2.1万股-1.43%减仓
PPIMCO太平洋投资管理ETFPYLD
7.44%7.59%$3,501.5万132.0万股$3,176.6万121.2万股+10.8万股+8.90%加仓
V先锋领航·SPECIALIZED FUNDSVIG
4.02%3.93%$1,894.5万8.0万股$1,645.2万7.7万股+3,565股+4.66%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
3.23%3.28%$1,520.2万36.9万股$1,373.4万35.3万股+1.6万股+4.54%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
2.89%2.77%$1,362.1万47.0万股$1,158.4万46.1万股+8,849股+1.92%加仓
IInnovator·U.S. EQUITY 10 BUFFER ETF - QUARTERLYZALT
2.47%2.49%$1,162.4万34.3万股$1,042.0万32.1万股+2.2万股+6.91%加仓
苹果AAPL
2.43%2.42%$1,146.4万4.0万股$1,011.8万4.0万股-250股-0.63%减仓
V先锋领航STAR基金VXUS
2.03%1.29%$956.3万11.2万股$539.8万7.0万股+4.2万股+59.78%加仓
IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARYBSTP
1.82%1.82%$855.5万21.8万股$761.4万21.1万股+6,076股+2.87%加仓
S嘉信策略信托SCHD
1.74%1.33%$819.7万25.9万股$555.6万18.1万股+7.7万股+42.74%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
1.61%1.63%$758.0万22.4万股$683.8万23.5万股-1.1万股-4.58%减仓
IInnovator ETF信托IBUF
1.54%1.51%$726.5万23.1万股$632.1万21.4万股+1.7万股+7.77%加仓
IiShares安硕信托IJJ
1.46%1.5%$686.8万4.6万股$626.2万4.7万股-772股-1.63%减仓
V先锋领航指数基金VOO
1.44%1.27%$676.1万9,845股$532.2万8,907股+938股+10.53%加仓
SSPDR行业精选信托XLK
1.32%1.06%$620.0万3.3万股$443.2万3.3万股-805股-2.41%减仓
DDICKS SPORTING GOODSDKS
1.3%1.28%$611.4万2.7万股$534.5万2.7万股+4股+0.01%加仓
G通用动力VTI
1.26%1.26%$592.2万1.6万股$525.5万1.6万股-375股-2.29%减仓
英伟达NVDA
1.02%1.04%$480.1万2.4万股$433.3万2.5万股-851股-3.43%减仓
SSPDR黄金信托GLD
1.01%1.3%$475.9万1.3万股$544.7万1.3万股+259股+2.05%加仓
亚马逊AMZN
0.99%1.01%$467.7万2.0万股$423.8万2.0万股-724股-3.56%减仓
TTHORNBURG ETF TRTMB
0.98%1.07%$463.6万18.3万股$448.2万17.6万股+7,180股+4.09%加仓
V先锋领航·MIDVO
0.92%0.99%$434.8万5.4万股$416.1万1.4万股+3.9万股+272.47%加仓
康宁GLW
0.84%0.52%$395.6万1.5万股$215.8万1.6万股-383股-2.41%减仓
谷歌AGOOGL
0.82%0.73%$384.7万1.1万股$304.8万1.1万股+163股+1.54%加仓
ADPADP
0.79%0.8%$371.8万1.7万股$336.0万1.7万股+62股+0.37%加仓
微软MSFT
0.78%0.87%$365.2万9,790股$364.2万9,840股-50股-0.51%减仓
S嘉信策略信托SCHF
0.76%0.73%$359.2万13.0万股$305.9万12.4万股+6,066股+4.91%加仓
沃尔玛WMT
0.73%0.92%$344.5万3.0万股$385.2万3.1万股-577股-1.86%减仓
美光科技MU
0.67%0.26%$314.3万2,723股$107.1万3,171股-448股-14.13%减仓
V先锋领航斯科茨代尔基金VGIT
0.67%0.66%$313.6万5.3万股$277.0万4.7万股+6,649股+14.29%加仓
博通AVGO
0.57%0.46%$270.5万7,162股$191.6万6,190股+972股+15.70%加仓
好市多COST
0.54%0.68%$252.7万2,702股$284.1万2,852股-150股-5.26%减仓
埃克森美孚XOM
0.48%0.67%$225.6万1.7万股$282.2万1.7万股-130股-0.78%减仓
V先锋领航斯科茨代尔基金VMBS
0.48%0.44%$224.6万4.8万股$182.8万3.9万股+9,040股+23.21%加仓
SSPDR标普500 ETFSPY
0.45%0.51%$212.2万2,841股$214.2万3,293股-452股-13.73%减仓
Meta平台META
0.45%0.54%$210.9万3,744股$225.8万3,946股-202股-5.12%减仓
V先锋领航斯科茨代尔基金BSV
0.44%0.51%$205.5万2.6万股$211.7万2.7万股-701股-2.62%减仓
IISHARES EMERGING MARKETS DIVIDEND ETFDVYE
0.42%0.37%$197.1万6.1万股$155.9万4.5万股+1.6万股+34.86%加仓
伯克希尔哈撒韦BRK.B
0.41%0.44%$195.4万3,904股$183.5万3,830股+74股+1.93%加仓
特斯拉TSLA
0.38%0.3%$179.8万4,276股$125.9万3,388股+888股+26.21%加仓
伊顿ETN
0.37%0.35%$172.5万4,047股$144.9万4,052股-5股-0.12%减仓
I景顺QQQ信托VOO
0.33%0.3%$156.4万2,124股$123.8万2,145股-21股-0.98%减仓
康明斯CMI
0.33%0.28%$153.1万2,147股$116.0万2,156股-9股-0.42%减仓
思科CSCO
0.3%0.22%$142.3万1.2万股$92.1万1.2万股+249股+2.10%加仓
I景顺交易所交易基金信托RSP
0.29%0.35%$138.7万6,520股$148.0万7,712股-1,192股-15.46%减仓
RRHRH
0.29%0.28%$138.6万8,413股$116.5万8,335股+78股+0.94%加仓
家得宝HD
0.29%0.32%$136.4万3,867股$133.2万4,051股-184股-4.54%减仓
威廉姆斯WMB
0.28%0.32%$133.5万1.8万股$133.0万1.8万股-312股-1.71%减仓
摩根大通JPM
0.26%0.26%$123.9万3,785股$109.9万3,736股+49股+1.31%加仓

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