Roundview Capital LLC
PRINCETON NJ · SEC CIK 0001476804
$16.05亿2026Q1 申报市值
340持仓数
31.6%前十大占比 · 第一大 4.6%
16 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VBIL 新建仓+$1,167.23万
MSFT 加仓+$437.06万
AVGO 加仓+$276.92万
LIN 加仓+$227.65万
TYL 重新持有+$226.14万
2026Q1 卖出最多 按季末市值估算
BRK/B 减仓-$694.12万
FTNT 减仓-$207.96万
ADP 减仓-$171.39万
TOST 清仓-$152.68万
UNH 减仓-$134.91万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | $55.92万 | 0.03% | 1,522 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $56.05万 | 0.03% | 2,838 | -2,052 | -42.0% | -$40.53万 | 减仓 |
| PSX | PHILLIPS 66 | $56.26万 | 0.04% | 3,088 | -339 | -9.9% | -$6.18万 | 减仓 |
| IJH | ISHARES TR | $56.38万 | 0.04% | 8,348 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $56.61万 | 0.04% | 2,798 | -496 | -15.1% | -$10.04万 | 重新持有 |
| SCHJ | SCHWAB STRATEGIC TR | $58.54万 | 0.04% | 23,676 | -158 | -0.7% | -$3,907 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $59.58万 | 0.04% | 11,288 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $59.89万 | 0.04% | 2,803 | -54 | -1.9% | -$1.15万 | 减仓 |
| EEM | ISHARES TR | $59.94万 | 0.04% | 10,554 | 10,554 | — | $59.94万 | 新建仓 |
| KVUE | KENVUE INC | $60.49万 | 0.04% | 35,089 | -1,421 | -3.9% | -$2.45万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $62.41万 | 0.04% | 29,044 | 272 | 0.9% | $5,845 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $62.55万 | 0.04% | 9,094 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $63.14万 | 0.04% | 22,484 | -4,129 | -15.5% | -$11.59万 | 减仓 |
| MUSA | MURPHY USA INC | $63.28万 | 0.04% | 1,281 | 29 | 2.3% | $1.43万 | 加仓 |
| EQIX | EQUINIX INC | $66.75万 | 0.04% | 681 | 3 | 0.4% | $2,941 | 加仓 |
| SSD | SIMPSON MFG INC | $66.97万 | 0.04% | 3,902 | 618 | 18.8% | $10.61万 | 加仓 |
| HSY | HERSHEY CO | $68.67万 | 0.04% | 3,303 | -23 | -0.7% | -$4,781 | 减仓 |
| MMM | 3M CO | $71.12万 | 0.04% | 4,897 | -94 | -1.9% | -$1.37万 | 减仓 |
| FIX | COMFORT SYS USA INC | $71.57万 | 0.04% | 519 | 45 | 9.5% | $6.21万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $72.32万 | 0.05% | 14,495 | 213 | 1.5% | $1.06万 | 加仓 |
| GLW | CORNING INC | $73.46万 | 0.05% | 5,403 | 125 | 2.4% | $1.70万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $74.89万 | 0.05% | 5,719 | -342 | -5.6% | -$4.48万 | 减仓 |
| ECHO | ECHOSTAR CORP | $76.33万 | 0.05% | 6,520 | 2,426 | 59.3% | $28.40万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $76.52万 | 0.05% | 11,409 | 4,783 | 72.2% | $32.08万 | 加仓 |
| GATX | GATX CORP | $76.63万 | 0.05% | 4,488 | 4,488 | — | $76.63万 | 新建仓 |
| MS | MORGAN STANLEY | $77.04万 | 0.05% | 4,681 | 198 | 4.4% | $3.26万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $77.14万 | 0.05% | 19,801 | 2 | 0.0% | $78 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $78.67万 | 0.05% | 358 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $78.88万 | 0.05% | 8,018 | -596 | -6.9% | -$5.86万 | 减仓 |
| WSO | WATSCO INC | $79.34万 | 0.05% | 2,181 | -165 | -7.0% | -$6.00万 | 重新持有 |
| TSLA | TESLA INC | $79.37万 | 0.05% | 2,135 | 468 | 28.1% | $17.40万 | 加仓 |
| ITOT | ISHARES TR | $82.06万 | 0.05% | 5,762 | 1,706 | 42.1% | $24.30万 | 加仓 |
| SO | SOUTHERN CO | $82.27万 | 0.05% | 8,524 | 15 | 0.2% | $1,448 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $83.49万 | 0.05% | 35,958 | 592 | 1.7% | $1.37万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $85.78万 | 0.05% | 9,192 | -1,119 | -10.9% | -$10.44万 | 减仓 |
| IEF | ISHARES TR | $88.79万 | 0.06% | 9,303 | -508 | -5.2% | -$4.85万 | 减仓 |
| BLK | BLACKROCK INC | $91.17万 | 0.06% | 948 | -16 | -1.7% | -$1.54万 | 减仓 |
| MUB | ISHARES TR | $92.78万 | 0.06% | 8,741 | 402 | 4.8% | $4.27万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $94.92万 | 0.06% | 16,467 | -475 | -2.8% | -$2.74万 | 减仓 |
| CBZ | CBIZ INC | $95.26万 | 0.06% | 35,477 | -900 | -2.5% | -$2.42万 | 减仓 |
| CVS | CVS HEALTH CORP | $95.43万 | 0.06% | 13,288 | 13,288 | — | $95.43万 | 新建仓 |
| AAON | AAON INC | $96.78万 | 0.06% | 11,695 | 11,695 | — | $96.78万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $98.80万 | 0.06% | 2,262 | 32 | 1.4% | $1.40万 | 加仓 |
| IWM | ISHARES TR | $99.08万 | 0.06% | 3,995 | 764 | 23.6% | $18.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $100.98万 | 0.06% | 16,169 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $101.04万 | 0.06% | 34,746 | 1,192 | 3.6% | $3.47万 | 加仓 |
| PLD | PROLOGIS INC. | $102.20万 | 0.06% | 7,732 | 19 | 0.2% | $2,511 | 加仓 |
| WINA | WINMARK CORP | $104.19万 | 0.06% | 2,437 | -156 | -6.0% | -$6.67万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $107.74万 | 0.07% | 5,296 | 158 | 3.1% | $3.21万 | 加仓 |
| BRO | BROWN & BROWN INC | $108.53万 | 0.07% | 16,643 | -7,025 | -29.7% | -$45.81万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $110.36万 | 0.07% | 56,506 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $112.15万 | 0.07% | 22,444 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $112.99万 | 0.07% | 7,724 | -3,402 | -30.6% | -$49.76万 | 减仓 |
| IJR | ISHARES TR | $115.16万 | 0.07% | 9,264 | -424 | -4.4% | -$5.27万 | 减仓 |
| BA | BOEING CO | $115.92万 | 0.07% | 5,824 | 2,446 | 72.4% | $48.68万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $116.73万 | 0.07% | 3,632 | 175 | 5.1% | $5.62万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $116.77万 | 0.07% | 38,833 | -7,380 | -16.0% | -$22.19万 | 减仓 |
| SYK | STRYKER CORPORATION | $118.42万 | 0.07% | 3,604 | -886 | -19.7% | -$29.11万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $119.93万 | 0.07% | 4,785 | 981 | 25.8% | $24.59万 | 加仓 |
| IEMG | ISHARES INC | $121.61万 | 0.08% | 17,435 | 273 | 1.6% | $1.90万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $127.60万 | 0.08% | 9,225 | 795 | 9.4% | $11.00万 | 加仓 |
| NVO | NOVO-NORDISK A S | $128.15万 | 0.08% | 34,871 | -1,533 | -4.2% | -$5.63万 | 减仓 |
| FTNT | FORTINET INC | $128.92万 | 0.08% | 15,776 | -25,448 | -61.7% | -$207.96万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $129.21万 | 0.08% | 12,585 | 352 | 2.9% | $3.61万 | 加仓 |
| SHOP | SHOPIFY INC | $131.26万 | 0.08% | 11,066 | 114 | 1.0% | $1.35万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $135.80万 | 0.08% | 5,603 | 1,766 | 46.0% | $42.80万 | 加仓 |
| CSCO | CISCO SYS INC | $137.06万 | 0.09% | 17,664 | -212 | -1.2% | -$1.64万 | 减仓 |
| LII | LENNOX INTL INC | $137.10万 | 0.09% | 2,954 | -32 | -1.1% | -$1.49万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $140.11万 | 0.09% | 8,379 | -78 | -0.9% | -$1.30万 | 减仓 |
| RACE | FERRARI N V | $140.59万 | 0.09% | 4,154 | -2,730 | -39.7% | -$92.40万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $140.64万 | 0.09% | 4,901 | -978 | -16.6% | -$28.07万 | 减仓 |
| FLOT | ISHARES TR | $141.31万 | 0.09% | 27,735 | -1,877 | -6.3% | -$9.56万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $144.67万 | 0.09% | 15,576 | 129 | 0.8% | $1.20万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $145.46万 | 0.09% | 7,422 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $145.99万 | 0.09% | 16,196 | -297 | -1.8% | -$2.68万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $146.74万 | 0.09% | 44,533 | 2,160 | 5.1% | $7.12万 | 加仓 |
| CSX | CSX CORP | $150.88万 | 0.09% | 36,755 | -3,448 | -8.6% | -$14.15万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $153.07万 | 0.10% | 5,248 | -35 | -0.7% | -$1.02万 | 减仓 |
| IXUS | ISHARES TR | $153.68万 | 0.10% | 17,738 | 430 | 2.5% | $3.73万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $153.99万 | 0.10% | 26,003 | 235 | 0.9% | $1.39万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $158.27万 | 0.10% | 5,932 | -49 | -0.8% | -$1.31万 | 减仓 |
| HUBS | HUBSPOT INC | $161.01万 | 0.10% | 6,596 | 6,596 | — | $161.01万 | 新建仓 |
| TCHP | T ROWE PRICE ETF INC | $161.65万 | 0.10% | 36,588 | 119 | 0.3% | $5,257 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $162.67万 | 0.10% | 79,649 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $162.95万 | 0.10% | 4,570 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $164.12万 | 0.10% | 17,028 | -2,207 | -11.5% | -$21.27万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $164.81万 | 0.10% | 42,411 | 107 | 0.3% | $4,158 | 加仓 |
| INTU | INTUIT | $164.90万 | 0.10% | 3,814 | 394 | 11.5% | $17.03万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $165.97万 | 0.10% | 1,316 | -11 | -0.8% | -$1.39万 | 减仓 |
| SYY | SYSCO CORP | $169.23万 | 0.11% | 23,725 | -1,493 | -5.9% | -$10.65万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $169.97万 | 0.11% | 16,982 | -47 | -0.3% | -$4,704 | 减仓 |
| IWR | ISHARES TR | $171.84万 | 0.11% | 17,674 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $174.62万 | 0.11% | 3,770 | -25 | -0.7% | -$1.16万 | 减仓 |
| GE | GE AEROSPACE | $175.13万 | 0.11% | 6,171 | 1,579 | 34.4% | $44.81万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $176.07万 | 0.11% | 19,850 | 999 | 5.3% | $8.86万 | 加仓 |
| GEV | GE VERNOVA INC | $179.21万 | 0.11% | 2,053 | 1,409 | 218.8% | $122.99万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $182.51万 | 0.11% | 3,713 | 74 | 2.0% | $3.64万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $183.93万 | 0.11% | 60,304 | 53,290 | 759.8% | $162.53万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $184.03万 | 0.11% | 6,052 | 46 | 0.8% | $1.40万 | 加仓 |
| LQD | ISHARES TR | $185.16万 | 0.12% | 16,989 | 7 | 0.0% | $763 | 加仓 |