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 |
|---|---|---|---|---|---|---|---|---|
| CVS | CVS HEALTH CORP | $142.07万 | 0.08% | 13,733 | 445 | 3.3% | $4.60万 | 加仓 |
| SHOP | SHOPIFY INC | $141.57万 | 0.08% | 12,399 | 1,333 | 12.0% | $15.22万 | 加仓 |
| IJR | ISHARES TR | $140.36万 | 0.08% | 9,464 | 200 | 2.2% | $2.97万 | 加仓 |
| FLOT | ISHARES TR | $139.34万 | 0.08% | 27,294 | -441 | -1.6% | -$2.25万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $136.71万 | 0.07% | 15,576 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $134.80万 | 0.07% | 9,843 | -1,896 | -16.2% | -$25.97万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $131.15万 | 0.07% | 36,301 | 1,555 | 4.5% | $5.62万 | 加仓 |
| IWM | ISHARES TR | $122.61万 | 0.07% | 4,081 | 86 | 2.2% | $2.58万 | 加仓 |
| MS | MORGAN STANLEY | $118.50万 | 0.06% | 5,669 | 988 | 21.1% | $20.65万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $116.91万 | 0.06% | 13,572 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $116.42万 | 0.06% | 22,904 | 460 | 2.0% | $2.34万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $115.34万 | 0.06% | 38,433 | -400 | -1.0% | -$1.20万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $113.02万 | 0.06% | 16,169 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $111.39万 | 0.06% | 562 | 43 | 8.3% | $8.52万 | 加仓 |
| CBZ | CBIZ INC | $110.92万 | 0.06% | 34,577 | -900 | -2.5% | -$2.89万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $110.33万 | 0.06% | 56,506 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $109.28万 | 0.06% | 41,238 | 41,238 | — | $109.28万 | 新建仓 |
| PLD | PROLOGIS INC. | $107.55万 | 0.06% | 7,939 | 207 | 2.7% | $2.80万 | 加仓 |
| EWY | ISHARES INC | $103.76万 | 0.06% | 5,139 | 5,139 | — | $103.76万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $100.12万 | 0.05% | 838 | -1,675 | -66.7% | -$200.13万 | 减仓 |
| ITOT | ISHARES TR | $98.08万 | 0.05% | 5,971 | 209 | 3.6% | $3.43万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $97.01万 | 0.05% | 16,772 | 305 | 1.9% | $1.76万 | 加仓 |
| TSLA | TESLA INC | $95.52万 | 0.05% | 2,271 | 136 | 6.4% | $5.72万 | 加仓 |
| MUB | ISHARES TR | $94.31万 | 0.05% | 8,764 | 23 | 0.3% | $2,475 | 加仓 |
| INTU | INTUIT | $93.31万 | 0.05% | 3,575 | -239 | -6.3% | -$6.24万 | 减仓 |
| BLK | BLACKROCK INC | $91.16万 | 0.05% | 948 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $89.13万 | 0.05% | 8,781 | 2,261 | 34.7% | $22.95万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $88.93万 | 0.05% | 53,425 | 25,371 | 90.4% | $42.23万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $87.77万 | 0.05% | 7,523 | -201 | -2.6% | -$2.35万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $87.35万 | 0.05% | 6,901 | 1,182 | 20.7% | $14.96万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $87.32万 | 0.05% | 9,623 | -2,962 | -23.5% | -$26.88万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $87.15万 | 0.05% | 8,996 | -196 | -2.1% | -$1.90万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $84.07万 | 0.05% | 36,345 | 387 | 1.1% | $8,951 | 加仓 |
| IEF | ISHARES TR | $83.59万 | 0.05% | 8,839 | -464 | -5.0% | -$4.39万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $81.71万 | 0.04% | 19,810 | 9 | 0.0% | $371 | 加仓 |
| SSD | SIMPSON MFG INC | $81.69万 | 0.04% | 3,902 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $81.58万 | 0.04% | 8,524 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $81.10万 | 0.04% | 5,371 | 5,371 | — | $81.10万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $80.97万 | 0.04% | 7,532 | -486 | -6.1% | -$5.22万 | 减仓 |
| BA | BOEING CO | $78.80万 | 0.04% | 3,640 | -2,184 | -37.5% | -$47.28万 | 减仓 |
| MMM | 3M CO | $78.19万 | 0.04% | 4,829 | -68 | -1.4% | -$1.10万 | 减仓 |
| IJH | ISHARES TR | $74.60万 | 0.04% | 9,674 | 1,326 | 15.9% | $10.23万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $74.24万 | 0.04% | 358 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $73.38万 | 0.04% | 1,309 | 261 | 24.9% | $14.63万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $73.32万 | 0.04% | 14,495 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $72.45万 | 0.04% | 695 | 14 | 2.1% | $1.46万 | 加仓 |
| MUSA | MURPHY USA INC | $69.03万 | 0.04% | 1,281 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $68.09万 | 0.04% | 28,755 | -289 | -1.0% | -$6,844 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $67.98万 | 0.04% | 36,598 | 11,249 | 44.4% | $20.90万 | 加仓 |
| VHT | VANGUARD WORLD FD | $67.25万 | 0.04% | 2,249 | 299 | 15.3% | $8.94万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $65.93万 | 0.04% | 1,315 | -2,398 | -64.6% | -$120.23万 | 减仓 |
| KVUE | KENVUE INC | $65.74万 | 0.04% | 34,399 | -690 | -2.0% | -$1.32万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $63.81万 | 0.03% | 3,527 | 500 | 16.5% | $9.05万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $61.76万 | 0.03% | 8,960 | -134 | -1.5% | -$9,237 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $61.55万 | 0.03% | 3,693 | -14,587 | -79.8% | -$243.12万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $60.98万 | 0.03% | 11,288 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $59.40万 | 0.03% | 6,757 | -853 | -11.2% | -$7.50万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $58.39万 | 0.03% | 23,676 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $56.64万 | 0.03% | 3,228 | -75 | -2.3% | -$1.32万 | 减仓 |
| PFE | PFIZER INC | $56.44万 | 0.03% | 23,438 | 954 | 4.2% | $2.30万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $54.30万 | 0.03% | 22,019 | 10,696 | 94.5% | $26.38万 | 加仓 |
| YUM | YUM BRANDS INC | $53.29万 | 0.03% | 3,333 | 3,333 | — | $53.29万 | 新建仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $53.15万 | 0.03% | 2,425 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $51.98万 | 0.03% | 3,075 | -13 | -0.4% | -$2,198 | 减仓 |
| WAB | WABTEC | $50.23万 | 0.03% | 1,863 | -75 | -3.9% | -$2.02万 | 减仓 |
| USFR | WISDOMTREE TR | $49.85万 | 0.03% | 9,900 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $49.67万 | 0.03% | 10,022 | -40 | -0.4% | -$1,982 | 减仓 |
| BX | BLACKSTONE INC | $49.43万 | 0.03% | 4,201 | -260 | -5.8% | -$3.06万 | 减仓 |
| GOVT | ISHARES TR | $48.61万 | 0.03% | 21,341 | -1,133 | -5.0% | -$2.58万 | 减仓 |
| HUBS | HUBSPOT INC | $48.60万 | 0.03% | 2,663 | -3,933 | -59.6% | -$71.78万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $47.90万 | 0.03% | 8,865 | -250 | -2.7% | -$1.35万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $45.71万 | 0.02% | 599 | 96 | 19.1% | $7.33万 | 重新持有 |
| BNY | BANK OF NY MELLON CORP | $45.09万 | 0.02% | 3,118 | 109 | 3.6% | $1.58万 | 加仓 |
| IGM | ISHARES TR | $44.51万 | 0.02% | 2,721 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $43.17万 | 0.02% | 2,837 | -150 | -5.0% | -$2.28万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $43.09万 | 0.02% | 5,309 | 1,665 | 45.7% | $13.51万 | 加仓 |
| PYLD | PIMCO ETF TR | $42.92万 | 0.02% | 16,184 | 2,342 | 16.9% | $6.21万 | 加仓 |
| NVS | NOVARTIS AG | $42.42万 | 0.02% | 2,707 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $41.95万 | 0.02% | 7,626 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES INC | $40.38万 | 0.02% | 3,345 | 498 | 17.5% | $6.01万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $39.94万 | 0.02% | 1,646 | 367 | 28.7% | $8.91万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $39.41万 | 0.02% | 4,770 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $39.17万 | 0.02% | 6,515 | -2,007 | -23.6% | -$12.07万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $38.91万 | 0.02% | 1,363 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $38.61万 | 0.02% | 5,194 | 1,215 | 30.5% | $9.03万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.13万 | 0.02% | 6,618 | -75 | -1.1% | -$4,321 | 减仓 |
| FDX | FEDEX CORP | $37.64万 | 0.02% | 1,202 | -6 | -0.5% | -$1,879 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $37.39万 | 0.02% | 10,172 | 10,172 | — | $37.39万 | 新建仓 |
| QCOM | QUALCOMM INC | $36.40万 | 0.02% | 1,970 | 150 | 8.2% | $2.77万 | 加仓 |
| MSCI | MSCI INC | $35.45万 | 0.02% | 633 | -6,721 | -91.4% | -$376.40万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $35.03万 | 0.02% | 3,611 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $34.88万 | 0.02% | 1,765 | 117 | 7.1% | $2.31万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $34.86万 | 0.02% | 2,548 | 2,548 | — | $34.86万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $34.60万 | 0.02% | 492 | 492 | — | $34.60万 | 新建仓 |
| SBUX | STARBUCKS CORP | $33.60万 | 0.02% | 3,288 | 216 | 7.0% | $2.21万 | 加仓 |
| TIP | ISHARES TR | $33.28万 | 0.02% | 3,041 | 677 | 28.6% | $7.41万 | 加仓 |
| SYK | STRYKER CORPORATION | $32.96万 | 0.02% | 1,047 | -2,557 | -70.9% | -$80.50万 | 减仓 |
| COR | CENCORA INC | $32.94万 | 0.02% | 1,164 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $32.94万 | 0.02% | 993 | 993 | — | $32.94万 | 新建仓 |
| HYS | PIMCO ETF TR | $32.92万 | 0.02% | 3,520 | 975 | 38.3% | $9.12万 | 加仓 |