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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $188.93万 | 0.12% | 18,769 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $190.74万 | 0.12% | 11,739 | -1,615 | -12.1% | -$26.24万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $191.83万 | 0.12% | 97,750 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $194.45万 | 0.12% | 10,417 | -766 | -6.8% | -$14.30万 | 减仓 |
| SHY | ISHARES TR | $198.16万 | 0.12% | 23,999 | 3,522 | 17.2% | $29.08万 | 加仓 |
| GWW | WW GRAINGER INC | $202.24万 | 0.13% | 1,854 | -9 | -0.5% | -$9,817 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $208.14万 | 0.13% | 4,386 | 3,834 | 694.6% | $181.95万 | 重新持有 |
| STIP | ISHARES TR | $210.31万 | 0.13% | 20,334 | 116 | 0.6% | $1.20万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $211.34万 | 0.13% | 1,933 | 1,933 | — | $211.34万 | 新建仓 |
| NKE | NIKE INC | $213.95万 | 0.13% | 40,506 | -4,268 | -9.5% | -$22.54万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $214.63万 | 0.13% | 9,880 | -152 | -1.5% | -$3.30万 | 减仓 |
| — | PRINCETON BANCORP INC | $214.77万 | 0.13% | 63,597 | 1,700 | 2.7% | $5.74万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.13% | 3 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $224.27万 | 0.14% | 13,219 | -2,099 | -13.7% | -$35.61万 | 减仓 |
| GHC | GRAHAM HLDGS CO | $226.99万 | 0.14% | 2,147 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $229.65万 | 0.14% | 10,601 | -311 | -2.9% | -$6.74万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $232.25万 | 0.14% | 29,764 | -4,179 | -12.3% | -$32.61万 | 减仓 |
| TFII | TRANSFORCE INC | $234.54万 | 0.15% | 21,591 | 307 | 1.4% | $3.33万 | 加仓 |
| APG | API GROUP CORP | $237.99万 | 0.15% | 58,734 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $240.66万 | 0.15% | 10,185 | 63 | 0.6% | $1.49万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $243.63万 | 0.15% | 5,846 | 148 | 2.6% | $6.17万 | 加仓 |
| DE | DEERE & CO | $252.13万 | 0.16% | 4,476 | -350 | -7.3% | -$19.72万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $252.73万 | 0.16% | 102,114 | 351 | 0.3% | $8,687 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $254.23万 | 0.16% | 32,423 | 1,037 | 3.3% | $8.13万 | 加仓 |
| JBL | JABIL INC | $258.38万 | 0.16% | 9,727 | 10 | 0.1% | $2,656 | 加仓 |
| IWN | ISHARES TR | $260.23万 | 0.16% | 13,726 | -237 | -1.7% | -$4.49万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $260.65万 | 0.16% | 33,383 | -600 | -1.8% | -$4.68万 | 减仓 |
| EWJ | ISHARES INC | $264.35万 | 0.16% | 31,306 | -887 | -2.8% | -$7.49万 | 减仓 |
| DHR | DANAHER CORP DEL | $265.15万 | 0.17% | 13,985 | -254 | -1.8% | -$4.82万 | 减仓 |
| CB | CHUBB LTD SWITZ | $265.44万 | 0.17% | 8,144 | -208 | -2.5% | -$6.78万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $265.47万 | 0.17% | 17,925 | -329 | -1.8% | -$4.87万 | 减仓 |
| FICO | FAIR ISAAC CORP | $268.27万 | 0.17% | 2,513 | 169 | 7.2% | $18.04万 | 加仓 |
| KO | COCA COLA CO | $272.72万 | 0.17% | 35,861 | 951 | 2.7% | $7.23万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $273.49万 | 0.17% | 4,525 | -44 | -1.0% | -$2.66万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $276.50万 | 0.17% | 13,608 | -8,435 | -38.3% | -$171.39万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $285.99万 | 0.18% | 679 | -55 | -7.5% | -$23.17万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $293.02万 | 0.18% | 14,238 | -432 | -2.9% | -$8.89万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $293.15万 | 0.18% | 8,562 | 6,605 | 337.5% | $226.14万 | 重新持有 |
| TXN | TEXAS INSTRS INC | $293.35万 | 0.18% | 15,110 | 241 | 1.6% | $4.68万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $296.94万 | 0.18% | 18,280 | 396 | 2.2% | $6.43万 | 加仓 |
| — | HONEYWELL INTL INC | $300.98万 | 0.19% | 13,316 | -172 | -1.3% | -$3.89万 | 减仓 |
| ETN | EATON CORP PLC | $307.02万 | 0.19% | 8,584 | 804 | 10.3% | $28.76万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $310.03万 | 0.19% | 14,416 | 332 | 2.4% | $7.14万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $315.20万 | 0.20% | 122,932 | -2,620 | -2.1% | -$6.72万 | 减仓 |
| UNP | UNION PAC CORP | $321.51万 | 0.20% | 13,252 | -5,326 | -28.7% | -$129.22万 | 减仓 |
| GLD | SPDR GOLD TR | $323.75万 | 0.20% | 7,524 | -877 | -10.4% | -$37.74万 | 减仓 |
| DGT | SPDR SERIES TRUST | $326.65万 | 0.20% | 19,266 | -17 | -0.1% | -$2,882 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $333.19万 | 0.21% | 68,374 | 4,026 | 6.3% | $19.62万 | 加仓 |
| LIN | LINDE PLC | $339.45万 | 0.21% | 6,847 | 4,592 | 203.6% | $227.65万 | 加仓 |
| SPGI | S&P GLOBAL INC | $341.69万 | 0.21% | 8,033 | -1,550 | -16.2% | -$65.93万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $345.27万 | 0.22% | 17,122 | 79 | 0.5% | $1.59万 | 加仓 |
| AZO | AUTOZONE INC | $347.57万 | 0.22% | 1,029 | 71 | 7.4% | $23.98万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $351.57万 | 0.22% | 12,993 | -4,986 | -27.7% | -$134.91万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $354.18万 | 0.22% | 28,847 | 302 | 1.1% | $3.71万 | 加仓 |
| AMAT | APPLIED MATLS INC | $360.66万 | 0.22% | 10,552 | -51 | -0.5% | -$1.74万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $363.37万 | 0.23% | 124,528 | -549 | -0.4% | -$1.60万 | 减仓 |
| IAU | ISHARES GOLD TR | $367.33万 | 0.23% | 41,666 | 773 | 1.9% | $6.81万 | 加仓 |
| VV | VANGUARD INDEX FDS | $368.15万 | 0.23% | 12,319 | 16 | 0.1% | $4,782 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $370.64万 | 0.23% | 3,198 | 57 | 1.8% | $6.61万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $372.32万 | 0.23% | 82,189 | -970 | -1.2% | -$4.39万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $375.00万 | 0.23% | 39,902 | 8,359 | 26.5% | $78.56万 | 加仓 |
| VLO | VALERO ENERGY CORP | $381.50万 | 0.24% | 15,440 | -622 | -3.9% | -$15.37万 | 减仓 |
| PEP | PEPSICO INC | $386.19万 | 0.24% | 24,869 | -406 | -1.6% | -$6.30万 | 减仓 |
| MSCI | MSCI INC | $396.39万 | 0.25% | 7,354 | 3 | 0.0% | $1,617 | 加仓 |
| HYG | ISHARES TR | $404.82万 | 0.25% | 50,882 | 933 | 1.9% | $7.42万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $407.72万 | 0.25% | 131,694 | 1,014 | 0.8% | $3.14万 | 加仓 |
| CVX | CHEVRON CORPORATION | $413.52万 | 0.26% | 19,986 | -1,022 | -4.9% | -$21.15万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $416.89万 | 0.26% | 135,884 | 3,309 | 2.5% | $10.15万 | 加仓 |
| ORCL | ORACLE CORP | $420.78万 | 0.26% | 28,603 | 10,634 | 59.2% | $156.44万 | 加仓 |
| BAC | BANK AMERICA CORP | $432.98万 | 0.27% | 88,817 | -736 | -0.8% | -$3.59万 | 减仓 |
| BN | BROOKFIELD CORP | $434.25万 | 0.27% | 107,302 | 482 | 0.5% | $1.95万 | 加仓 |
| URI | UNITED RENTALS INC | $445.45万 | 0.28% | 6,114 | 100 | 1.7% | $7.29万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $445.90万 | 0.28% | 59,374 | 10,185 | 20.7% | $76.49万 | 加仓 |
| APH | AMPHENOL CORP | $455.48万 | 0.28% | 36,049 | 154 | 0.4% | $1.95万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $461.95万 | 0.29% | 23,641 | 199 | 0.8% | $3.89万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $479.22万 | 0.30% | 24,970 | 267 | 1.1% | $5.12万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $479.64万 | 0.30% | 104,519 | 569 | 0.5% | $2.61万 | 加仓 |
| HD | HOME DEPOT INC | $483.24万 | 0.30% | 14,693 | 173 | 1.2% | $5.69万 | 加仓 |
| AME | AMETEK INC | $491.88万 | 0.31% | 22,946 | 486 | 2.2% | $10.42万 | 加仓 |
| MRK | MERCK & CO INC | $503.70万 | 0.31% | 41,874 | 525 | 1.3% | $6.32万 | 加仓 |
| TJX | TJX COS INC NEW | $509.34万 | 0.32% | 31,894 | 1,580 | 5.2% | $25.23万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $513.80万 | 0.32% | 35,572 | -1,775 | -4.8% | -$25.64万 | 减仓 |
| XBI | SPDR SERIES TRUST | $516.13万 | 0.32% | 40,408 | 10,321 | 34.3% | $131.83万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $517.11万 | 0.32% | 16,132 | 442 | 2.8% | $14.17万 | 加仓 |
| NVR | NVR INC | $518.62万 | 0.32% | 787 | 46 | 6.2% | $30.31万 | 加仓 |
| IGSB | ISHARES TR | $520.28万 | 0.32% | 98,987 | 448 | 0.5% | $2.35万 | 加仓 |
| RTX | RTX CORPORATION | $555.20万 | 0.35% | 28,782 | 609 | 2.2% | $11.75万 | 加仓 |
| CPRT | COPART INC | $559.97万 | 0.35% | 168,667 | -13,733 | -7.5% | -$45.59万 | 减仓 |
| MCO | MOODYS CORP | $560.46万 | 0.35% | 12,847 | 866 | 7.2% | $37.78万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $575.97万 | 0.36% | 51,955 | 222 | 0.4% | $2.46万 | 加仓 |
| MKL | MARKEL GROUP INC | $604.08万 | 0.38% | 3,156 | 7 | 0.2% | $1.34万 | 加仓 |
| NFLX | NETFLIX INC. | $604.14万 | 0.38% | 62,833 | 933 | 1.5% | $8.97万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $620.43万 | 0.39% | 78,476 | 1,627 | 2.1% | $12.86万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $623.94万 | 0.39% | 14,377 | 335 | 2.4% | $14.54万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $626.41万 | 0.39% | 102,254 | -3,111 | -3.0% | -$19.06万 | 减仓 |
| MCK | MCKESSON CORP | $632.23万 | 0.39% | 7,306 | -83 | -1.1% | -$7.18万 | 减仓 |
| ABBV | ABBVIE INC | $649.19万 | 0.40% | 29,849 | 362 | 1.2% | $7.87万 | 加仓 |
| GOOGL | ALPHABET INC | $651.26万 | 0.41% | 22,648 | 504 | 2.3% | $14.49万 | 加仓 |
| LLY | ELI LILLY & CO | $657.73万 | 0.41% | 7,151 | -48 | -0.7% | -$4.41万 | 减仓 |
| MOAT | VANECK ETF TRUST | $667.12万 | 0.42% | 68,989 | -375 | -0.5% | -$3.63万 | 减仓 |