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 |
|---|---|---|---|---|---|---|---|---|
| MPC | MARATHON PETE CORP | $30.28万 | 0.02% | 1,240 | 17 | 1.4% | $4,151 | 重新持有 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $29.50万 | 0.02% | 3,644 | -630 | -14.7% | -$5.10万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $29.16万 | 0.02% | 2,810 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $28.96万 | 0.02% | 3,979 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $28.52万 | 0.02% | 3,067 | -21 | -0.7% | -$1,953 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $28.35万 | 0.02% | 1,363 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $28.26万 | 0.02% | 3,376 | -19 | -0.6% | -$1,590 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $28.21万 | 0.02% | 11,323 | -1,600 | -12.4% | -$3.99万 | 减仓 |
| MO | ALTRIA GROUP INC | $28.11万 | 0.02% | 4,260 | 6 | 0.1% | $396 | 加仓 |
| SBUX | STARBUCKS CORP | $27.52万 | 0.02% | 3,072 | -69 | -2.2% | -$6,182 | 减仓 |
| DEO | DIAGEO PLC | $27.36万 | 0.02% | 3,675 | 3,675 | — | $27.36万 | 新建仓 |
| SIGI | SELECTIVE INS GROUP INC | $27.22万 | 0.02% | 3,611 | -213 | -5.6% | -$1.61万 | 减仓 |
| PKG | PACKAGING CORP AMER | $26.49万 | 0.02% | 1,248 | 8 | 0.6% | $1,698 | 加仓 |
| VLTO | VERALTO CORP | $26.24万 | 0.02% | 2,968 | -27 | -0.9% | -$2,387 | 减仓 |
| TIP | ISHARES TR | $26.09万 | 0.02% | 2,364 | 0 | 0.0% | — | 不变 |
| — | COLUMBIA FINL INC | $25.19万 | 0.02% | 14,385 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $24.55万 | 0.02% | 437 | 2 | 0.5% | $1,124 | 加仓 |
| GDX | VANECK ETF TRUST | $24.14万 | 0.02% | 2,630 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $24.07万 | 0.01% | 3,347 | -14,764 | -81.5% | -$106.20万 | 减仓 |
| HYS | PIMCO ETF TR | $23.74万 | 0.01% | 2,545 | -525 | -17.1% | -$4.90万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $23.73万 | 0.01% | 2,784 | -400 | -12.6% | -$3.41万 | 减仓 |
| QCOM | QUALCOMM INC | $23.44万 | 0.01% | 1,820 | 6 | 0.3% | $773 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $23.23万 | 0.01% | 10,979 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $23.14万 | 0.01% | 2,670 | -160 | -5.7% | -$1.39万 | 减仓 |
| IWD | ISHARES TR | $23.12万 | 0.01% | 1,082 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $22.45万 | 0.01% | 3,240 | 1,074 | 49.6% | $7.44万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $22.44万 | 0.01% | 862 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $22.33万 | 0.01% | 2,932 | 2,932 | — | $22.33万 | 新建仓 |
| APP | APPLOVIN CORP | $22.21万 | 0.01% | 558 | 138 | 32.9% | $5.49万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $22.18万 | 0.01% | 1,960 | -388 | -16.5% | -$4.39万 | 重新持有 |
| USRT | ISHARES TR | $21.29万 | 0.01% | 3,597 | 0 | 0.0% | — | 不变 |
| IPAR | INTERPARFUMS INC | $20.92万 | 0.01% | 2,303 | -11,788 | -83.7% | -$107.08万 | 重新持有 |
| XLI | SELECT SECTOR SPDR TR | $20.64万 | 0.01% | 1,276 | -206 | -13.9% | -$3.33万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $20.47万 | 0.01% | 593 | -66 | -10.0% | -$2.28万 | 重新持有 |
| DVY | ISHARES TR | $20.39万 | 0.01% | 1,346 | 1,346 | — | $20.39万 | 新建仓 |
| IVW | ISHARES TR | $20.29万 | 0.01% | 1,794 | 1,794 | — | $20.29万 | 新建仓 |
| EBC | EASTERN BANKSHARES INC | $20.20万 | 0.01% | 10,326 | 0 | 0.0% | — | 不变 |
| — | SAN JUAN BASIN RTY TR | $14.40万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| — | DUKE ENERGY CORP NEW | $1.38万 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| — | EURONET WORLDWIDE INC | $1.06万 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -42,995 | -100.0% | -$152.68万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -7,003 | -100.0% | -$66.77万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,303 | -100.0% | -$58.00万 | 清仓 |
| QSR | RESTAURANT BRANDS INTL INC | $0 | 0.00% | 0 | -7,816 | -100.0% | -$53.33万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -9,100 | -100.0% | -$53.13万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -737 | -100.0% | -$30.72万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -3,069 | -100.0% | -$26.81万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -1,662 | -100.0% | -$26.47万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -8,262 | -100.0% | -$24.70万 | 清仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -2,653 | -100.0% | -$23.72万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -2,639 | -100.0% | -$22.63万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -13,000 | -100.0% | -$1.46万 | 清仓 |
| — | FORD MTR CO | $0 | 0.00% | 0 | -12,500 | -100.0% | -$1.30万 | 清仓 |