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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | $670.08万 | 0.42% | 86,900 | 6,772 | 8.5% | $52.22万 | 加仓 |
| HEI | HEICO CORP NEW | $681.39万 | 0.42% | 24,850 | 12 | 0.0% | $3,290 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $683.51万 | 0.43% | 74,045 | 732 | 1.0% | $6.76万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $693.93万 | 0.43% | 20,540 | 2,398 | 13.2% | $81.01万 | 加仓 |
| IEFA | ISHARES TR | $746.64万 | 0.47% | 82,474 | 5,312 | 6.9% | $48.09万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $747.81万 | 0.47% | 24,722 | 49 | 0.2% | $1.48万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $772.67万 | 0.48% | 154,689 | -3,953 | -2.5% | -$19.75万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $794.98万 | 0.50% | 9,397 | -425 | -4.3% | -$35.95万 | 减仓 |
| VB | VANGUARD INDEX FDS | $806.52万 | 0.50% | 30,793 | 628 | 2.1% | $16.45万 | 加仓 |
| AVGO | BROADCOM INC | $821.93万 | 0.51% | 26,556 | 8,947 | 50.8% | $276.92万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $823.69万 | 0.51% | 339,388 | -16,568 | -4.7% | -$40.21万 | 减仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $830.22万 | 0.52% | 176,080 | -1,448 | -0.8% | -$6.83万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $840.30万 | 0.52% | 155,467 | 24,637 | 18.8% | $133.16万 | 加仓 |
| CSL | CARLISLE COS INC | $848.83万 | 0.53% | 25,443 | 224 | 0.9% | $7.47万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $856.14万 | 0.53% | 255,260 | 8,752 | 3.6% | $29.35万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $878.88万 | 0.55% | 19,065 | 623 | 3.4% | $28.72万 | 加仓 |
| ASML | ASML HLDG NV | $957.47万 | 0.60% | 7,249 | 406 | 5.9% | $53.63万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $982.93万 | 0.61% | 15,114 | -320 | -2.1% | -$20.81万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $984.23万 | 0.61% | 74,058 | 3,241 | 4.6% | $43.07万 | 加仓 |
| MCD | MCDONALDS CORP | $1,041.64万 | 0.65% | 33,516 | 496 | 1.5% | $15.42万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,090.27万 | 0.68% | 186,244 | 5,674 | 3.1% | $33.22万 | 加仓 |
| VDE | VANGUARD WORLD FD | $1,107.37万 | 0.69% | 63,995 | 1,058 | 1.7% | $18.31万 | 加仓 |
| IVV | ISHARES TR | $1,116.42万 | 0.70% | 17,091 | -295 | -1.7% | -$19.27万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,133.20万 | 0.71% | 176,841 | 3,427 | 2.0% | $21.96万 | 加仓 |
| FAST | FASTENAL CO | $1,147.52万 | 0.71% | 247,311 | 3,424 | 1.4% | $15.89万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,150.53万 | 0.72% | 145,141 | 4,676 | 3.3% | $37.07万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $1,167.23万 | 0.73% | 154,293 | 154,293 | — | $1,167.23万 | 新建仓 |
| CAT | CATERPILLAR INC | $1,187.08万 | 0.74% | 16,756 | -168 | -1.0% | -$11.90万 | 减仓 |
| AGG | ISHARES TR | $1,188.48万 | 0.74% | 119,722 | 5,095 | 4.4% | $50.58万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,266.39万 | 0.79% | 53,295 | 1,771 | 3.4% | $42.08万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1,336.55万 | 0.83% | 67,421 | 2,757 | 4.3% | $54.65万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,343.61万 | 0.84% | 46,786 | 1,520 | 3.4% | $43.65万 | 加仓 |
| WMT | WALMART INC | $1,458.07万 | 0.91% | 117,321 | -1,682 | -1.4% | -$20.90万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,657.25万 | 1.03% | 200,272 | 13,063 | 7.0% | $108.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,708.13万 | 1.06% | 69,879 | 436 | 0.6% | $10.66万 | 加仓 |
| IGIB | ISHARES TR | $1,714.46万 | 1.07% | 322,146 | 11,461 | 3.7% | $61.00万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,790.71万 | 1.12% | 243,170 | 14,624 | 6.4% | $107.69万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,795.00万 | 1.12% | 195,875 | -5,334 | -2.7% | -$48.88万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,799.52万 | 1.12% | 18,060 | 31 | 0.2% | $3.09万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,814.04万 | 1.13% | 61,668 | -371 | -0.6% | -$10.91万 | 减仓 |
| V | VISA INC | $1,829.55万 | 1.14% | 60,533 | 4,694 | 8.4% | $141.87万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,958.99万 | 1.22% | 39,207 | -1,326 | -3.3% | -$66.25万 | 减仓 |
| META | META PLATFORMS INC | $2,174.07万 | 1.35% | 38,000 | 208 | 0.6% | $11.90万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,591.29万 | 1.61% | 76,677 | -475 | -0.6% | -$16.05万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $2,880.75万 | 1.79% | 373,251 | 16,755 | 4.7% | $129.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,941.24万 | 1.83% | 168,649 | -289 | -0.2% | -$5.04万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,981.13万 | 1.86% | 500,610 | 9,028 | 1.8% | $53.76万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,337.18万 | 2.08% | 57,819 | 675 | 1.2% | $38.96万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,504.77万 | 2.18% | 109,247 | 1,512 | 1.4% | $48.51万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $4,220.05万 | 2.63% | 1,681,293 | -10,257 | -0.6% | -$25.75万 | 减仓 |
| AMZN | AMAZON COM INC | $4,436.61万 | 2.76% | 213,022 | 2,680 | 1.3% | $55.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,669.03万 | 3.53% | 153,147 | 11,807 | 8.4% | $437.06万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,876.72万 | 3.66% | 98,347 | 1,206 | 1.2% | $72.06万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6,252.07万 | 3.89% | 130,469 | -14,485 | -10.0% | -$694.12万 | 减仓 |
| GOOG | ALPHABET INC | $7,171.29万 | 4.47% | 249,993 | 508 | 0.2% | $14.57万 | 加仓 |
| AAPL | APPLE INC | $7,331.09万 | 4.57% | 288,864 | -1,480 | -0.5% | -$37.56万 | 减仓 |