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 |
|---|---|---|---|---|---|---|---|---|
| SPTS | SPDR SERIES TRUST | $363.37万 | 0.23% | 124,528 | -549 | -0.4% | -$1.60万 | 减仓 |
| AMAT | APPLIED MATLS INC | $360.66万 | 0.22% | 10,552 | -51 | -0.5% | -$1.74万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $354.18万 | 0.22% | 28,847 | 302 | 1.1% | $3.71万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $351.57万 | 0.22% | 12,993 | -4,986 | -27.7% | -$134.91万 | 减仓 |
| AZO | AUTOZONE INC | $347.57万 | 0.22% | 1,029 | 71 | 7.4% | $23.98万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $345.27万 | 0.22% | 17,122 | 79 | 0.5% | $1.59万 | 加仓 |
| SPGI | S&P GLOBAL INC | $341.69万 | 0.21% | 8,033 | -1,550 | -16.2% | -$65.93万 | 减仓 |
| LIN | LINDE PLC | $339.45万 | 0.21% | 6,847 | 4,592 | 203.6% | $227.65万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $333.19万 | 0.21% | 68,374 | 4,026 | 6.3% | $19.62万 | 加仓 |
| DGT | SPDR SERIES TRUST | $326.65万 | 0.20% | 19,266 | -17 | -0.1% | -$2,882 | 减仓 |
| GLD | SPDR GOLD TR | $323.75万 | 0.20% | 7,524 | -877 | -10.4% | -$37.74万 | 减仓 |
| UNP | UNION PAC CORP | $321.51万 | 0.20% | 13,252 | -5,326 | -28.7% | -$129.22万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $315.20万 | 0.20% | 122,932 | -2,620 | -2.1% | -$6.72万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $310.03万 | 0.19% | 14,416 | 332 | 2.4% | $7.14万 | 加仓 |
| ETN | EATON CORP PLC | $307.02万 | 0.19% | 8,584 | 804 | 10.3% | $28.76万 | 加仓 |
| — | HONEYWELL INTL INC | $300.98万 | 0.19% | 13,316 | -172 | -1.3% | -$3.89万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $296.94万 | 0.18% | 18,280 | 396 | 2.2% | $6.43万 | 加仓 |
| TXN | TEXAS INSTRS INC | $293.35万 | 0.18% | 15,110 | 241 | 1.6% | $4.68万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $293.15万 | 0.18% | 8,562 | 6,605 | 337.5% | $226.14万 | 重新持有 |
| VXF | VANGUARD INDEX FDS | $293.02万 | 0.18% | 14,238 | -432 | -2.9% | -$8.89万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $285.99万 | 0.18% | 679 | -55 | -7.5% | -$23.17万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $276.50万 | 0.17% | 13,608 | -8,435 | -38.3% | -$171.39万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $273.49万 | 0.17% | 4,525 | -44 | -1.0% | -$2.66万 | 减仓 |
| KO | COCA COLA CO | $272.72万 | 0.17% | 35,861 | 951 | 2.7% | $7.23万 | 加仓 |
| FICO | FAIR ISAAC CORP | $268.27万 | 0.17% | 2,513 | 169 | 7.2% | $18.04万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $265.47万 | 0.17% | 17,925 | -329 | -1.8% | -$4.87万 | 减仓 |
| CB | CHUBB LTD SWITZ | $265.44万 | 0.17% | 8,144 | -208 | -2.5% | -$6.78万 | 减仓 |
| DHR | DANAHER CORP DEL | $265.15万 | 0.17% | 13,985 | -254 | -1.8% | -$4.82万 | 减仓 |
| EWJ | ISHARES INC | $264.35万 | 0.16% | 31,306 | -887 | -2.8% | -$7.49万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $260.65万 | 0.16% | 33,383 | -600 | -1.8% | -$4.68万 | 减仓 |
| IWN | ISHARES TR | $260.23万 | 0.16% | 13,726 | -237 | -1.7% | -$4.49万 | 减仓 |
| JBL | JABIL INC | $258.38万 | 0.16% | 9,727 | 10 | 0.1% | $2,656 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $254.23万 | 0.16% | 32,423 | 1,037 | 3.3% | $8.13万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $252.73万 | 0.16% | 102,114 | 351 | 0.3% | $8,687 | 加仓 |
| DE | DEERE & CO | $252.13万 | 0.16% | 4,476 | -350 | -7.3% | -$19.72万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $243.63万 | 0.15% | 5,846 | 148 | 2.6% | $6.17万 | 加仓 |
| LOW | LOWES COS INC | $240.66万 | 0.15% | 10,185 | 63 | 0.6% | $1.49万 | 加仓 |
| APG | API GROUP CORP | $237.99万 | 0.15% | 58,734 | 0 | 0.0% | — | 不变 |
| TFII | TRANSFORCE INC | $234.54万 | 0.15% | 21,591 | 307 | 1.4% | $3.33万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $232.25万 | 0.14% | 29,764 | -4,179 | -12.3% | -$32.61万 | 减仓 |
| ROST | ROSS STORES INC | $229.65万 | 0.14% | 10,601 | -311 | -2.9% | -$6.74万 | 减仓 |
| GHC | GRAHAM HLDGS CO | $226.99万 | 0.14% | 2,147 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $224.27万 | 0.14% | 13,219 | -2,099 | -13.7% | -$35.61万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.13% | 3 | 0 | 0.0% | — | 不变 |
| — | PRINCETON BANCORP INC | $214.77万 | 0.13% | 63,597 | 1,700 | 2.7% | $5.74万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $214.63万 | 0.13% | 9,880 | -152 | -1.5% | -$3.30万 | 减仓 |
| NKE | NIKE INC | $213.95万 | 0.13% | 40,506 | -4,268 | -9.5% | -$22.54万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $211.34万 | 0.13% | 1,933 | 1,933 | — | $211.34万 | 新建仓 |
| STIP | ISHARES TR | $210.31万 | 0.13% | 20,334 | 116 | 0.6% | $1.20万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $208.14万 | 0.13% | 4,386 | 3,834 | 694.6% | $181.95万 | 重新持有 |
| GWW | WW GRAINGER INC | $202.24万 | 0.13% | 1,854 | -9 | -0.5% | -$9,817 | 减仓 |
| SHY | ISHARES TR | $198.16万 | 0.12% | 23,999 | 3,522 | 17.2% | $29.08万 | 加仓 |
| CRM | SALESFORCE INC | $194.45万 | 0.12% | 10,417 | -766 | -6.8% | -$14.30万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $191.83万 | 0.12% | 97,750 | 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 |
| SGOV | ISHARES TR | $188.93万 | 0.12% | 18,769 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $185.16万 | 0.12% | 16,989 | 7 | 0.0% | $763 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $184.03万 | 0.11% | 6,052 | 46 | 0.8% | $1.40万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $183.93万 | 0.11% | 60,304 | 53,290 | 759.8% | $162.53万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $182.51万 | 0.11% | 3,713 | 74 | 2.0% | $3.64万 | 加仓 |
| GEV | GE VERNOVA INC | $179.21万 | 0.11% | 2,053 | 1,409 | 218.8% | $122.99万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $176.07万 | 0.11% | 19,850 | 999 | 5.3% | $8.86万 | 加仓 |
| GE | GE AEROSPACE | $175.13万 | 0.11% | 6,171 | 1,579 | 34.4% | $44.81万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $174.62万 | 0.11% | 3,770 | -25 | -0.7% | -$1.16万 | 减仓 |
| IWR | ISHARES TR | $171.84万 | 0.11% | 17,674 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $169.97万 | 0.11% | 16,982 | -47 | -0.3% | -$4,704 | 减仓 |
| SYY | SYSCO CORP | $169.23万 | 0.11% | 23,725 | -1,493 | -5.9% | -$10.65万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $165.97万 | 0.10% | 1,316 | -11 | -0.8% | -$1.39万 | 减仓 |
| INTU | INTUIT | $164.90万 | 0.10% | 3,814 | 394 | 11.5% | $17.03万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $164.81万 | 0.10% | 42,411 | 107 | 0.3% | $4,158 | 加仓 |
| DIS | DISNEY WALT CO | $164.12万 | 0.10% | 17,028 | -2,207 | -11.5% | -$21.27万 | 减仓 |
| IWB | ISHARES TR | $162.95万 | 0.10% | 4,570 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $162.67万 | 0.10% | 79,649 | 0 | 0.0% | — | 不变 |
| TCHP | T ROWE PRICE ETF INC | $161.65万 | 0.10% | 36,588 | 119 | 0.3% | $5,257 | 加仓 |
| HUBS | HUBSPOT INC | $161.01万 | 0.10% | 6,596 | 6,596 | — | $161.01万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $158.27万 | 0.10% | 5,932 | -49 | -0.8% | -$1.31万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $153.99万 | 0.10% | 26,003 | 235 | 0.9% | $1.39万 | 加仓 |
| IXUS | ISHARES TR | $153.68万 | 0.10% | 17,738 | 430 | 2.5% | $3.73万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $153.07万 | 0.10% | 5,248 | -35 | -0.7% | -$1.02万 | 减仓 |
| CSX | CSX CORP | $150.88万 | 0.09% | 36,755 | -3,448 | -8.6% | -$14.15万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $146.74万 | 0.09% | 44,533 | 2,160 | 5.1% | $7.12万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $145.99万 | 0.09% | 16,196 | -297 | -1.8% | -$2.68万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $145.46万 | 0.09% | 7,422 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $144.67万 | 0.09% | 15,576 | 129 | 0.8% | $1.20万 | 加仓 |
| FLOT | ISHARES TR | $141.31万 | 0.09% | 27,735 | -1,877 | -6.3% | -$9.56万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $140.64万 | 0.09% | 4,901 | -978 | -16.6% | -$28.07万 | 减仓 |
| RACE | FERRARI N V | $140.59万 | 0.09% | 4,154 | -2,730 | -39.7% | -$92.40万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $140.11万 | 0.09% | 8,379 | -78 | -0.9% | -$1.30万 | 减仓 |
| LII | LENNOX INTL INC | $137.10万 | 0.09% | 2,954 | -32 | -1.1% | -$1.49万 | 减仓 |
| CSCO | CISCO SYS INC | $137.06万 | 0.09% | 17,664 | -212 | -1.2% | -$1.64万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $135.80万 | 0.08% | 5,603 | 1,766 | 46.0% | $42.80万 | 加仓 |
| SHOP | SHOPIFY INC | $131.26万 | 0.08% | 11,066 | 114 | 1.0% | $1.35万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $129.21万 | 0.08% | 12,585 | 352 | 2.9% | $3.61万 | 加仓 |
| FTNT | FORTINET INC | $128.92万 | 0.08% | 15,776 | -25,448 | -61.7% | -$207.96万 | 减仓 |
| NVO | NOVO-NORDISK A S | $128.15万 | 0.08% | 34,871 | -1,533 | -4.2% | -$5.63万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $127.60万 | 0.08% | 9,225 | 795 | 9.4% | $11.00万 | 加仓 |
| IEMG | ISHARES INC | $121.61万 | 0.08% | 17,435 | 273 | 1.6% | $1.90万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $119.93万 | 0.07% | 4,785 | 981 | 25.8% | $24.59万 | 加仓 |
| SYK | STRYKER CORPORATION | $118.42万 | 0.07% | 3,604 | -886 | -19.7% | -$29.11万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $116.77万 | 0.07% | 38,833 | -7,380 | -16.0% | -$22.19万 | 减仓 |