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 |
|---|---|---|---|---|---|---|---|---|
| MSGK | MADISON SQUARE GRDN SPRT COR | $116.73万 | 0.07% | 3,632 | 175 | 5.1% | $5.62万 | 加仓 |
| BA | BOEING CO | $115.92万 | 0.07% | 5,824 | 2,446 | 72.4% | $48.68万 | 加仓 |
| IJR | ISHARES TR | $115.16万 | 0.07% | 9,264 | -424 | -4.4% | -$5.27万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $112.99万 | 0.07% | 7,724 | -3,402 | -30.6% | -$49.76万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $112.15万 | 0.07% | 22,444 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $110.36万 | 0.07% | 56,506 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $108.53万 | 0.07% | 16,643 | -7,025 | -29.7% | -$45.81万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $107.74万 | 0.07% | 5,296 | 158 | 3.1% | $3.21万 | 加仓 |
| WINA | WINMARK CORP | $104.19万 | 0.06% | 2,437 | -156 | -6.0% | -$6.67万 | 减仓 |
| PLD | PROLOGIS INC. | $102.20万 | 0.06% | 7,732 | 19 | 0.2% | $2,511 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $101.04万 | 0.06% | 34,746 | 1,192 | 3.6% | $3.47万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $100.98万 | 0.06% | 16,169 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $99.08万 | 0.06% | 3,995 | 764 | 23.6% | $18.95万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $98.80万 | 0.06% | 2,262 | 32 | 1.4% | $1.40万 | 加仓 |
| AAON | AAON INC | $96.78万 | 0.06% | 11,695 | 11,695 | — | $96.78万 | 新建仓 |
| CVS | CVS HEALTH CORP | $95.43万 | 0.06% | 13,288 | 13,288 | — | $95.43万 | 新建仓 |
| CBZ | CBIZ INC | $95.26万 | 0.06% | 35,477 | -900 | -2.5% | -$2.42万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $94.92万 | 0.06% | 16,467 | -475 | -2.8% | -$2.74万 | 减仓 |
| MUB | ISHARES TR | $92.78万 | 0.06% | 8,741 | 402 | 4.8% | $4.27万 | 加仓 |
| BLK | BLACKROCK INC | $91.17万 | 0.06% | 948 | -16 | -1.7% | -$1.54万 | 减仓 |
| IEF | ISHARES TR | $88.79万 | 0.06% | 9,303 | -508 | -5.2% | -$4.85万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $85.78万 | 0.05% | 9,192 | -1,119 | -10.9% | -$10.44万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $83.49万 | 0.05% | 35,958 | 592 | 1.7% | $1.37万 | 加仓 |
| SO | SOUTHERN CO | $82.27万 | 0.05% | 8,524 | 15 | 0.2% | $1,448 | 加仓 |
| ITOT | ISHARES TR | $82.06万 | 0.05% | 5,762 | 1,706 | 42.1% | $24.30万 | 加仓 |
| TSLA | TESLA INC | $79.37万 | 0.05% | 2,135 | 468 | 28.1% | $17.40万 | 加仓 |
| WSO | WATSCO INC | $79.34万 | 0.05% | 2,181 | -165 | -7.0% | -$6.00万 | 重新持有 |
| UPS | UNITED PARCEL SVCS INC | $78.88万 | 0.05% | 8,018 | -596 | -6.9% | -$5.86万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $78.67万 | 0.05% | 358 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $77.14万 | 0.05% | 19,801 | 2 | 0.0% | $78 | 加仓 |
| MS | MORGAN STANLEY | $77.04万 | 0.05% | 4,681 | 198 | 4.4% | $3.26万 | 加仓 |
| GATX | GATX CORP | $76.63万 | 0.05% | 4,488 | 4,488 | — | $76.63万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $76.52万 | 0.05% | 11,409 | 4,783 | 72.2% | $32.08万 | 加仓 |
| ECHO | ECHOSTAR CORP | $76.33万 | 0.05% | 6,520 | 2,426 | 59.3% | $28.40万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $74.89万 | 0.05% | 5,719 | -342 | -5.6% | -$4.48万 | 减仓 |
| GLW | CORNING INC | $73.46万 | 0.05% | 5,403 | 125 | 2.4% | $1.70万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $72.32万 | 0.05% | 14,495 | 213 | 1.5% | $1.06万 | 加仓 |
| FIX | COMFORT SYS USA INC | $71.57万 | 0.04% | 519 | 45 | 9.5% | $6.21万 | 加仓 |
| MMM | 3M CO | $71.12万 | 0.04% | 4,897 | -94 | -1.9% | -$1.37万 | 减仓 |
| HSY | HERSHEY CO | $68.67万 | 0.04% | 3,303 | -23 | -0.7% | -$4,781 | 减仓 |
| SSD | SIMPSON MFG INC | $66.97万 | 0.04% | 3,902 | 618 | 18.8% | $10.61万 | 加仓 |
| EQIX | EQUINIX INC | $66.75万 | 0.04% | 681 | 3 | 0.4% | $2,941 | 加仓 |
| MUSA | MURPHY USA INC | $63.28万 | 0.04% | 1,281 | 29 | 2.3% | $1.43万 | 加仓 |
| PFE | PFIZER INC | $63.14万 | 0.04% | 22,484 | -4,129 | -15.5% | -$11.59万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $62.55万 | 0.04% | 9,094 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $62.41万 | 0.04% | 29,044 | 272 | 0.9% | $5,845 | 加仓 |
| KVUE | KENVUE INC | $60.49万 | 0.04% | 35,089 | -1,421 | -3.9% | -$2.45万 | 减仓 |
| EEM | ISHARES TR | $59.94万 | 0.04% | 10,554 | 10,554 | — | $59.94万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $59.89万 | 0.04% | 2,803 | -54 | -1.9% | -$1.15万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $59.58万 | 0.04% | 11,288 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB STRATEGIC TR | $58.54万 | 0.04% | 23,676 | -158 | -0.7% | -$3,907 | 减仓 |
| POOL | POOL CORP | $56.61万 | 0.04% | 2,798 | -496 | -15.1% | -$10.04万 | 重新持有 |
| IJH | ISHARES TR | $56.38万 | 0.04% | 8,348 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $56.26万 | 0.04% | 3,088 | -339 | -9.9% | -$6.18万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $56.05万 | 0.03% | 2,838 | -2,052 | -42.0% | -$40.53万 | 减仓 |
| MGK | VANGUARD WORLD FD | $55.92万 | 0.03% | 1,522 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $54.25万 | 0.03% | 9,510 | 9,510 | — | $54.25万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $54.02万 | 0.03% | 6,561 | 694 | 11.8% | $5.71万 | 重新持有 |
| AJG | GALLAGHER ARTHUR J & CO | $53.63万 | 0.03% | 2,476 | 88 | 3.7% | $1.91万 | 加仓 |
| VHT | VANGUARD WORLD FD | $53.10万 | 0.03% | 1,950 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $51.98万 | 0.03% | 10,233 | 4,063 | 65.9% | $20.64万 | 加仓 |
| GOVT | ISHARES TR | $51.49万 | 0.03% | 22,474 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $51.29万 | 0.03% | 4,461 | 1,562 | 53.9% | $17.96万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $50.05万 | 0.03% | 3,027 | 284 | 10.4% | $4.70万 | 加仓 |
| USFR | WISDOMTREE TR | $49.84万 | 0.03% | 9,900 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $49.41万 | 0.03% | 2,425 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $48.55万 | 0.03% | 8,522 | -1,030 | -10.8% | -$5.87万 | 减仓 |
| WAB | WABTEC | $48.43万 | 0.03% | 1,938 | -45 | -2.3% | -$1.12万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $48.29万 | 0.03% | 2,956 | -223 | -7.0% | -$3.64万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $47.30万 | 0.03% | 25,349 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $46.90万 | 0.03% | 28,054 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $44.51万 | 0.03% | 1,048 | -80 | -7.1% | -$3.40万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $43.96万 | 0.03% | 2,547 | -207 | -7.5% | -$3.57万 | 减仓 |
| SDY | SPDR SERIES TRUST | $43.59万 | 0.03% | 2,987 | -1 | -0.0% | -$146 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $43.32万 | 0.03% | 9,115 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $43.03万 | 0.03% | 1,208 | 6 | 0.5% | $2,137 | 加仓 |
| NVS | NOVARTIS AG | $41.35万 | 0.03% | 2,707 | -4 | -0.1% | -$611 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $40.59万 | 0.03% | 6,693 | -1,122 | -14.4% | -$6.80万 | 减仓 |
| UBS | UBS GROUP AG | $39.31万 | 0.02% | 10,062 | -1,000 | -9.0% | -$3.91万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $39.06万 | 0.02% | 6,366 | -90 | -1.4% | -$5,522 | 减仓 |
| OKE | ONEOK INC NEW | $38.05万 | 0.02% | 4,209 | 4,209 | — | $38.05万 | 新建仓 |
| CTAS | CINTAS CORP | $37.92万 | 0.02% | 2,242 | -2,509 | -52.8% | -$42.44万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $36.96万 | 0.02% | 7,626 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $36.91万 | 0.02% | 3,122 | -13 | -0.4% | -$1,537 | 减仓 |
| COR | CENCORA INC | $36.57万 | 0.02% | 1,164 | 9 | 0.8% | $2,827 | 加仓 |
| PYLD | PIMCO ETF TR | $36.27万 | 0.02% | 13,842 | 13,842 | — | $36.27万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $35.95万 | 0.02% | 1,279 | 1,279 | — | $35.95万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $35.70万 | 0.02% | 3,009 | -156 | -4.9% | -$1.85万 | 减仓 |
| IWF | ISHARES TR | $34.33万 | 0.02% | 805 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $34.30万 | 0.02% | 3,709 | 1,629 | 78.3% | $15.07万 | 加仓 |
| EIS | ISHARES INC | $33.04万 | 0.02% | 2,847 | 2,847 | — | $33.04万 | 新建仓 |
| STEW | SRH TOTAL RETURN FUND INC | $32.97万 | 0.02% | 19,281 | 8 | 0.0% | $137 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $32.41万 | 0.02% | 795 | 67 | 9.2% | $2.73万 | 加仓 |
| IGM | ISHARES TR | $32.25万 | 0.02% | 2,721 | 15 | 0.6% | $1,778 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $32.11万 | 0.02% | 1,150 | -210 | -15.4% | -$5.86万 | 减仓 |
| CELC | CELCUITY INC | $31.71万 | 0.02% | 2,778 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $31.29万 | 0.02% | 1,578 | -833 | -34.5% | -$16.52万 | 减仓 |
| EFX | EQUIFAX INC | $30.97万 | 0.02% | 1,720 | -234 | -12.0% | -$4.21万 | 减仓 |
| AMGN | AMGEN INC | $30.85万 | 0.02% | 877 | -9 | -1.0% | -$3,166 | 减仓 |
| VOE | VANGUARD INDEX FDS | $30.37万 | 0.02% | 1,648 | 236 | 16.7% | $4.35万 | 加仓 |