D.B. Root & Company, LLC 13F 持仓 · 2026年Q2
D.B. Root & Company 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 207 只证券，申报市值合计 4.71 亿美元。前几大持仓：JCPB（16.33%）、SCHX（9.07%）、PYLD（7.44%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | $76.9M | 16.33% | 1.6M | 增持 |
| 2 | SCHX | SCHWAB STRATEGIC TR | $42.7M | 9.07% | 1.5M | 减持 |
| 3 | PYLD | PIMCO ETF TR | $35.0M | 7.44% | 1.3M | 增持 |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $18.9M | 4.02% | 80,066 | 增持 |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $15.2M | 3.23% | 368,524 | 增持 |
| 6 | SCHB | SCHWAB STRATEGIC TR | $13.6M | 2.89% | 470,345 | 增持 |
| 7 | ZALT | INNOVATOR ETFS TRUST | $11.6M | 2.47% | 343,193 | 增持 |
| 8 | AAPL | APPLE INC | $11.5M | 2.43% | 39,618 | 减持 |
| 9 | VXUS | VANGUARD STAR FDS | $9.6M | 2.03% | 111,863 | 增持 |
| 10 | BSTP | INNOVATOR ETFS TRUST | $8.6M | 1.82% | 217,514 | 增持 |
| 11 | SCHD | SCHWAB STRATEGIC TR | $8.2M | 1.74% | 258,507 | 增持 |
| 12 | SCHG | SCHWAB STRATEGIC TR | $7.6M | 1.61% | 223,985 | 减持 |
| 13 | IBUF | INNOVATOR ETFS TRUST | $7.3M | 1.54% | 230,782 | 增持 |
| 14 | IJJ | ISHARES TR | $6.9M | 1.46% | 46,490 | 减持 |
| 15 | VOO | VANGUARD INDEX FDS | $6.8M | 1.44% | 9,845 | 增持 |
| 16 | XLK | SELECT SECTOR SPDR TR | $6.2M | 1.32% | 32,544 | 减持 |
| 17 | DKS | DICKS SPORTING GOODS INC | $6.1M | 1.30% | 26,957 | 增持 |
| 18 | VTI | VANGUARD INDEX FDS | $5.9M | 1.26% | 16,004 | 减持 |
| 19 | NVDA | NVIDIA CORPORATION | $4.8M | 1.02% | 23,992 | 减持 |
| 20 | GLD | SPDR GOLD TR | $4.8M | 1.01% | 12,919 | 增持 |
| 21 | AMZN | AMAZON COM INC | $4.7M | 0.99% | 19,624 | 减持 |
| 22 | TMB | THORNBURG ETF TR | $4.6M | 0.98% | 182,871 | 增持 |
| 23 | VO | VANGUARD INDEX FDS | $4.3M | 0.92% | 53,963 | 增持 |
| 24 | GLW | CORNING INC | $4.0M | 0.84% | 15,487 | 减持 |
| 25 | GOOGL | ALPHABET INC | $3.8M | 0.82% | 10,764 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR