13F 机构持仓

Roundview Capital LLC

PRINCETON NJ · SEC CIK 0001476804

2026Q22026Q1 更早 9 个季度 🔒
$18.29亿2026Q2 申报市值
349持仓数
31.8%前十大占比 · 第一大 4.8%
32 / 26新建仓 / 清仓
申报市值走势$18.29亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GOOG 4.8%
AAPL 4.6%
VOO 3.6%
BRK/B 3.3%
MSFT 3.0%
AMZN 2.8%
SCHB 2.8%
QQQ 2.5%
VTI 2.3%
NVDA 2.0%

2026Q2 买入最多 按季末市值估算

LRCX 加仓+$429.52万
STM 新建仓+$377.39万
APH 加仓+$365.39万
QQQ 加仓+$350.97万
XBI 加仓+$277.81万

2026Q2 卖出最多 按季末市值估算

BRK/B 减仓-$501.14万
MSCI 减仓-$376.40万
TSCO 清仓-$372.32万
MCO 减仓-$256.90万
WCN 减仓-$243.12万

2026Q2 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
TSCO TRACTOR SUPPLY CO $00.00%0 -82,189-100.0% -$372.32万 清仓
DECK DECKERS OUTDOOR CORP $00.00%0 -16,982-100.0% -$169.97万 清仓
RACE FERRARI N V $00.00%0 -4,154-100.0% -$140.59万 清仓
BRO BROWN & BROWN INC $00.00%0 -16,643-100.0% -$108.53万 清仓
WINA WINMARK CORP $00.00%0 -2,437-100.0% -$104.19万 清仓
WSO WATSCO INC $00.00%0 -2,181-100.0% -$79.34万 清仓
GATX GATX CORP $00.00%0 -4,488-100.0% -$76.63万 清仓
POOL POOL CORP $00.00%0 -2,798-100.0% -$56.61万 清仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $00.00%0 -2,838-100.0% -$56.05万 清仓
RLI RLI CORP $00.00%0 -9,510-100.0% -$54.25万 清仓
BLDR BUILDERS FIRSTSOURCE INC $00.00%0 -6,561-100.0% -$54.02万 清仓
FND FLOOR & DECOR HLDGS INC $00.00%0 -10,233-100.0% -$51.98万 清仓
OKE ONEOK INC NEW $00.00%0 -4,209-100.0% -$38.05万 清仓
CTAS CINTAS CORP $00.00%0 -2,242-100.0% -$37.92万 清仓
CELC CELCUITY INC $00.00%0 -2,778-100.0% -$31.71万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -1,578-100.0% -$31.29万 清仓
DEO DIAGEO PLC $00.00%0 -3,675-100.0% -$27.36万 清仓
— COLUMBIA FINL INC $00.00%0 -14,385-100.0% -$25.19万 清仓
IDXX IDEXX LABS INC $00.00%0 -437-100.0% -$24.55万 清仓
GDX VANECK ETF TRUST $00.00%0 -2,630-100.0% -$24.14万 清仓
MDT MEDTRONIC PLC $00.00%0 -2,670-100.0% -$23.14万 清仓
APP APPLOVIN CORP $00.00%0 -558-100.0% -$22.21万 清仓
IPAR INTERPARFUMS INC $00.00%0 -2,303-100.0% -$20.92万 清仓
LHX L3HARRIS TECHNOLOGIES INC $00.00%0 -593-100.0% -$20.47万 清仓
IVW ISHARES TR $00.00%0 -1,794-100.0% -$20.29万 清仓
— DUKE ENERGY CORP NEW $00.00%0 -12,500-100.0% -$1.38万 清仓
— EURONET WORLDWIDE INC $1.06万0.00%12,500 00.0% — 不变
— SAN JUAN BASIN RTY TR $9.63万0.01%30,000 00.0% — 不变
DVY ISHARES TR $20.11万0.01%1,286 -60-4.5% -$9,381 减仓
WFC WELLS FARGO & CO $20.36万0.01%2,464 2,464— $20.36万 新建仓
ARKK ARK ETF TR $20.42万0.01%2,527 2,527— $20.42万 新建仓
ZTS ZOETIS INC $20.52万0.01%2,856 -266-8.5% -$1.91万 减仓
EBC EASTERN BANKSHARES INC $20.99万0.01%9,437 -889-8.6% -$1.98万 减仓
PH PARKER-HANNIFIN CORP $21.03万0.01%215 215— $21.03万 新建仓
ALL ALLSTATE CORP $21.41万0.01%900 900— $21.41万 新建仓
CORT CORCEPT THERAPEUTICS INC $21.43万0.01%2,465 2,465— $21.43万 新建仓
T AT&T INC $21.43万0.01%10,355 10,355— $21.43万 新建仓
ED CONSOLIDATED EDISON INC $21.68万0.01%1,960 00.0% — 不变
ETR ENTERGY CORP NEW $21.94万0.01%1,910 1,910— $21.94万 新建仓
EFX EQUIFAX INC $21.95万0.01%1,383 -337-19.6% -$5.35万 减仓
SCHG SCHWAB STRATEGIC TR $22.06万0.01%6,520 -344-5.0% -$1.16万 重新持有
WDC WESTERN DIGITAL CORP $22.16万0.01%347 347— $22.16万 新建仓
CL COLGATE PALMOLIVE CO $22.20万0.01%2,421 -363-13.0% -$3.33万 减仓
GH GUARDANT HEALTH INC $22.76万0.01%1,517 1,517— $22.76万 新建仓
ADI ANALOG DEVICES INC $22.83万0.01%575 575— $22.83万 新建仓
ITW ILLINOIS TOOL WKS INC $23.31万0.01%862 00.0% — 不变
CP CANADIAN PACIFIC KANSAS CITY $23.61万0.01%2,725 2,725— $23.61万 新建仓
SUN SUNOCO LP/SUNOCO FIN CORP $23.71万0.01%3,513 3,513— $23.71万 新建仓
SHEL SHELL PLC $23.78万0.01%3,067 00.0% — 不变
USRT ISHARES TR $23.90万0.01%3,597 00.0% — 不变
C CITIGROUP INC $24.21万0.01%1,730 80.5% $1,120 重新持有
CTSH COGNIZANT TECHNOLOGY SOLUTIO $24.31万0.01%6,276 -90-1.4% -$3,486 减仓
HOOD ROBINHOOD MKTS INC $25.45万0.01%2,538 -702-21.7% -$7.04万 减仓
CEG CONSTELLATION ENERGY CORP $25.46万0.01%1,025 -125-10.9% -$3.10万 减仓
VLTO VERALTO CORP $25.91万0.01%2,922 -46-1.5% -$4,079 减仓
PFS PROVIDENT FINL SVCS INC $25.95万0.01%10,979 00.0% — 不变
SNDK SANDISK CORP $26.15万0.01%115 115— $26.15万 新建仓
IWD ISHARES TR $26.23万0.01%1,082 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $26.51万0.01%890 890— $26.51万 新建仓
XLI SELECT SECTOR SPDR TR $26.69万0.01%1,441 16512.9% $3.06万 加仓
— AVALONBAY CMNTYS INC $26.85万0.01%1,423 -1,533-51.9% -$28.93万 减仓
SOLS SOLSTICE ADVANCED MATLS INC $26.96万0.01%3,043 1113.8% $9,835 加仓
IWF ISHARES TR $27.12万0.01%2,184 -1,036-32.2% -$12.86万 减仓
BSCV INVESCO EXCH TRD SLF IDX FD $27.53万0.02%16,801 16,801— $27.53万 新建仓
MO ALTRIA GROUP INC $28.17万0.02%3,915 -345-8.1% -$2.48万 减仓
CTVA CORTEVA INC $28.59万0.02%3,376 00.0% — 不变
NBIS NEBIUS GROUP N.V. $29.08万0.02%1,053 -1,757-62.5% -$48.52万 减仓
AMT AMERICAN TOWER CORP $29.26万0.02%1,789 -758-29.8% -$12.40万 减仓
KMI KINDER MORGAN INC DEL $29.42万0.02%9,202 9,202— $29.42万 新建仓
PKG PACKAGING CORP AMER $29.55万0.02%1,240 -8-0.6% -$1,907 减仓
SMH VANECK ETF TRUST $30.50万0.02%465 465— $30.50万 新建仓
KKR KKR & CO INC $31.66万0.02%3,450 -259-7.0% -$2.38万 减仓
MPC MARATHON PETE CORP $31.70万0.02%1,240 00.0% — 不变
AMGN AMGEN INC $31.75万0.02%877 00.0% — 不变
STEW SRH TOTAL RETURN FUND INC $32.76万0.02%18,300 -981-5.1% -$1.76万 减仓
HYS PIMCO ETF TR $32.92万0.02%3,520 97538.3% $9.12万 加仓
AON AON PLC $32.94万0.02%993 993— $32.94万 新建仓
COR CENCORA INC $32.94万0.02%1,164 00.0% — 不变
SYK STRYKER CORPORATION $32.96万0.02%1,047 -2,557-70.9% -$80.50万 减仓
TIP ISHARES TR $33.28万0.02%3,041 67728.6% $7.41万 加仓
SBUX STARBUCKS CORP $33.60万0.02%3,288 2167.0% $2.21万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $34.60万0.02%492 492— $34.60万 新建仓
AEP AMERICAN ELEC PWR CO INC $34.86万0.02%2,548 2,548— $34.86万 新建仓
VOE VANGUARD INDEX FDS $34.88万0.02%1,765 1177.1% $2.31万 加仓
SIGI SELECTIVE INS GROUP INC $35.03万0.02%3,611 00.0% — 不变
MSCI MSCI INC $35.45万0.02%633 -6,721-91.4% -$376.40万 减仓
QCOM QUALCOMM INC $36.40万0.02%1,970 1508.2% $2.77万 加仓
EPD ENTERPRISE PRODS PARTNERS L $37.39万0.02%10,172 10,172— $37.39万 新建仓
FDX FEDEX CORP $37.64万0.02%1,202 -6-0.5% -$1,879 减仓
BMY BRISTOL-MYERS SQUIBB CO $38.13万0.02%6,618 -75-1.1% -$4,321 减仓
WMB WILLIAMS COS INC $38.61万0.02%5,194 1,21530.5% $9.03万 加仓
FTEC FIDELITY COVINGTON TRUST $38.91万0.02%1,363 00.0% — 不变
UL UNILEVER PLC $39.17万0.02%6,515 -2,007-23.6% -$12.07万 减仓
VOOG VANGUARD ADMIRAL FDS INC $39.41万0.02%4,770 00.0% — 不变
CBOE CBOE GLOBAL MKTS INC $39.94万0.02%1,646 36728.7% $8.91万 加仓
EIS ISHARES INC $40.38万0.02%3,345 49817.5% $6.01万 加仓
DFUV DIMENSIONAL ETF TRUST $41.95万0.02%7,626 00.0% — 不变
NVS NOVARTIS AG $42.42万0.02%2,707 00.0% — 不变
PYLD PIMCO ETF TR $42.92万0.02%16,184 2,34216.9% $6.21万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $43.09万0.02%5,309 1,66545.7% $13.51万 加仓