Roundview Capital LLC
PRINCETON NJ · SEC CIK 0001476804
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| JBL | JABIL INC | $373.38万 | 0.20% | 9,686 | -41 | -0.4% | -$1.58万 | 减仓 |
| CVX | CHEVRON CORPORATION | $361.38万 | 0.20% | 21,801 | 1,815 | 9.1% | $30.09万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $360.38万 | 0.20% | 122,454 | -478 | -0.4% | -$1.41万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $358.44万 | 0.20% | 123,558 | -970 | -0.8% | -$2.81万 | 减仓 |
| DGT | SPDR SERIES TRUST | $354.17万 | 0.19% | 19,166 | -100 | -0.5% | -$1.85万 | 减仓 |
| UNP | UNION PAC CORP | $353.74万 | 0.19% | 13,005 | -247 | -1.9% | -$6.72万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $350.55万 | 0.19% | 14,238 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $344.96万 | 0.19% | 17,136 | 14 | 0.1% | $2,818 | 加仓 |
| CB | CHUBB LIMITED | $341.56万 | 0.19% | 10,024 | 1,880 | 23.1% | $64.06万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $337.73万 | 0.18% | 14,273 | -143 | -1.0% | -$3.38万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $333.65万 | 0.18% | 9,690 | -6,442 | -39.9% | -$221.81万 | 减仓 |
| PEP | PEPSICO INC | $331.48万 | 0.18% | 24,481 | -388 | -1.6% | -$5.25万 | 减仓 |
| LIN | LINDE PLC | $326.67万 | 0.18% | 6,295 | -552 | -8.1% | -$28.65万 | 减仓 |
| AZO | AUTOZONE INC | $325.35万 | 0.18% | 1,018 | -11 | -1.1% | -$3.52万 | 减仓 |
| MCO | MOODYS CORP | $324.97万 | 0.18% | 7,175 | -5,672 | -44.2% | -$256.90万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $316.02万 | 0.17% | 5,440 | 144 | 2.7% | $8.37万 | 加仓 |
| IAU | ISHARES GOLD TR | $314.03万 | 0.17% | 41,588 | -78 | -0.2% | -$5,890 | 减仓 |
| TFII | TFI INTERNATIONAL INC | $309.52万 | 0.17% | 21,559 | -32 | -0.1% | -$4,594 | 减仓 |
| IWN | ISHARES TR | $303.62万 | 0.17% | 13,726 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $299.97万 | 0.16% | 2,205 | 351 | 18.9% | $47.75万 | 加仓 |
| ORCL | ORACLE CORP | $293.00万 | 0.16% | 19,993 | -8,610 | -30.1% | -$126.18万 | 减仓 |
| EWJ | ISHARES INC | $291.66万 | 0.16% | 31,271 | -35 | -0.1% | -$3,264 | 减仓 |
| KO | COCA COLA CO | $290.70万 | 0.16% | 35,770 | -91 | -0.3% | -$7,396 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $288.69万 | 0.16% | 32,978 | -405 | -1.2% | -$3.55万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $287.12万 | 0.16% | 103,655 | 1,541 | 1.5% | $4.27万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $287.03万 | 0.16% | 5,844 | -2 | -0.0% | -$982 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $285.26万 | 0.16% | 12,737 | -871 | -6.4% | -$19.51万 | 减仓 |
| DE | DEERE & CO | $283.93万 | 0.16% | 4,476 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $283.54万 | 0.16% | 17,942 | 17 | 0.1% | $2,687 | 加仓 |
| GLD | SPDR GOLD TR | $281.33万 | 0.15% | 7,637 | 113 | 1.5% | $4.16万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $279.85万 | 0.15% | 15,701 | -1,274 | -7.5% | -$22.71万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $269.01万 | 0.15% | 1,946 | 13 | 0.7% | $1.80万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $266.33万 | 0.15% | 67,426 | -948 | -1.4% | -$3.74万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $261.57万 | 0.14% | 75,143 | 14,839 | 24.6% | $51.65万 | 加仓 |
| DHR | DANAHER CORP DEL | $257.50万 | 0.14% | 13,519 | -466 | -3.3% | -$8.88万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $256.89万 | 0.14% | 5,954 | 5,954 | — | $256.89万 | 新建仓 |
| GE | GE AEROSPACE | $255.92万 | 0.14% | 6,848 | 677 | 11.0% | $25.30万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $254.71万 | 0.14% | 32,693 | 270 | 0.8% | $2.10万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $252.79万 | 0.14% | 27,397 | -12,505 | -31.3% | -$115.38万 | 减仓 |
| APG | API GROUP CORP | $248.74万 | 0.14% | 58,734 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $242.72万 | 0.13% | 86,100 | -82,567 | -49.0% | -$232.76万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $241.35万 | 0.13% | 9,933 | 53 | 0.5% | $1.29万 | 加仓 |
| — | PRINCETON BANCORP INC | $241.35万 | 0.13% | 63,597 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $231.14万 | 0.13% | 10,483 | 298 | 2.9% | $6.57万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $230.53万 | 0.13% | 4,525 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $225.75万 | 0.12% | 19,219 | 1,555 | 8.8% | $18.27万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.12% | 3 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $211.45万 | 0.12% | 30,909 | 20,355 | 192.9% | $139.25万 | 加仓 |
| STIP | ISHARES TR | $208.72万 | 0.11% | 20,431 | 97 | 0.5% | $9,910 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $207.53万 | 0.11% | 9,040 | 6,564 | 265.1% | $150.69万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $205.98万 | 0.11% | 21,361 | 1,511 | 7.6% | $14.57万 | 加仓 |
| LQD | ISHARES TR | $202.82万 | 0.11% | 18,596 | 1,607 | 9.5% | $17.53万 | 加仓 |
| ROST | ROSS STORES INC | $201.25万 | 0.11% | 9,455 | -1,146 | -10.8% | -$24.39万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $199.99万 | 0.11% | 6,052 | 0 | 0.0% | — | 不变 |
| GHC | GRAHAM HLDGS CO | $199.75万 | 0.11% | 1,750 | -397 | -18.5% | -$45.31万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $199.04万 | 0.11% | 29,462 | 3,459 | 13.3% | $23.37万 | 加仓 |
| SPGI | S&P GLOBAL INC | $197.32万 | 0.11% | 4,845 | -3,188 | -39.7% | -$129.83万 | 减仓 |
| IWR | ISHARES TR | $194.98万 | 0.11% | 17,674 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $194.79万 | 0.11% | 23,723 | -276 | -1.2% | -$2.27万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $194.07万 | 0.11% | 3,715 | -55 | -1.5% | -$2.87万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $191.82万 | 0.10% | 4,383 | -3 | -0.1% | -$1,313 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $191.74万 | 0.10% | 97,750 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $189.43万 | 0.10% | 22,665 | -1,060 | -4.5% | -$8.86万 | 减仓 |
| — | EXXON MOBIL CORP | $189.14万 | 0.10% | 13,834 | 615 | 4.7% | $8.41万 | 加仓 |
| SGOV | ISHARES TR | $188.95万 | 0.10% | 18,769 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $188.60万 | 0.10% | 42,515 | 104 | 0.2% | $4,613 | 加仓 |
| INTC | INTEL CORP | $188.35万 | 0.10% | 13,489 | 13,489 | — | $188.35万 | 新建仓 |
| IWB | ISHARES TR | $187.14万 | 0.10% | 4,570 | 0 | 0.0% | — | 不变 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $185.43万 | 0.10% | 37,020 | 432 | 1.2% | $2.16万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $180.88万 | 0.10% | 29,814 | 50 | 0.2% | $3,033 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $178.78万 | 0.10% | 24,775 | 21,428 | 640.2% | $154.62万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $177.76万 | 0.10% | 15,636 | -560 | -3.5% | -$6.37万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $176.71万 | 0.10% | 86,769 | 7,120 | 8.9% | $14.50万 | 加仓 |
| CSX | CSX CORP | $176.23万 | 0.10% | 37,077 | 322 | 0.9% | $1.53万 | 加仓 |
| COHR | COHERENT CORP | $174.67万 | 0.10% | 4,428 | 4,428 | — | $174.67万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $174.40万 | 0.10% | 5,283 | 35 | 0.7% | $1.16万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $172.42万 | 0.09% | 47,552 | 3,019 | 6.8% | $10.95万 | 加仓 |
| MOG/A | MOOG INC | $170.17万 | 0.09% | 4,015 | 4,015 | — | $170.17万 | 新建仓 |
| IXUS | ISHARES TR | $169.29万 | 0.09% | 17,738 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $169.27万 | 0.09% | 4,715 | -70 | -1.5% | -$2.51万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $167.02万 | 0.09% | 5,711 | -2,851 | -33.3% | -$83.38万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $165.93万 | 0.09% | 5,901 | 298 | 5.3% | $8.38万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $165.65万 | 0.09% | 5,916 | -16 | -0.3% | -$4,480 | 减仓 |
| LII | LENNOX INTL INC | $164.21万 | 0.09% | 2,866 | -88 | -3.0% | -$5.04万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $163.76万 | 0.09% | 8,379 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $160.97万 | 0.09% | 1,260 | -56 | -4.3% | -$7.15万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $160.46万 | 0.09% | 5,101 | 200 | 4.1% | $6.29万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $159.70万 | 0.09% | 18,348 | 6,939 | 60.8% | $60.40万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $157.31万 | 0.09% | 7,422 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $156.93万 | 0.09% | 10,017 | -400 | -3.8% | -$6.27万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $155.60万 | 0.09% | 9,107 | 9,107 | — | $155.60万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $153.54万 | 0.08% | 32,028 | -2,843 | -8.2% | -$13.63万 | 减仓 |
| DIS | DISNEY WALT CO | $153.41万 | 0.08% | 15,939 | -1,089 | -6.4% | -$10.48万 | 减仓 |
| HON | HONEYWELL INTL INC | $150.26万 | 0.08% | 6,711 | -6,605 | -49.6% | -$147.89万 | 减仓 |
| NKE | NIKE INC | $148.07万 | 0.08% | 36,071 | -4,435 | -10.9% | -$18.21万 | 减仓 |
| AAON | AAON INC | $148.01万 | 0.08% | 11,667 | -28 | -0.2% | -$3,552 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $147.77万 | 0.08% | 6,684 | 6,684 | — | $147.77万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $146.23万 | 0.08% | 9,317 | 92 | 1.0% | $1.44万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $145.47万 | 0.08% | 3,620 | -12 | -0.3% | -$4,822 | 减仓 |
| IEMG | ISHARES INC | $142.78万 | 0.08% | 17,236 | -199 | -1.1% | -$1.65万 | 减仓 |