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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $8,859.52万 | 4.84% | 250,743 | 750 | 0.3% | $26.50万 | 加仓 |
| AAPL | APPLE INC | $8,360.03万 | 4.57% | 288,914 | 50 | 0.0% | $1.45万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6,675.16万 | 3.65% | 97,191 | -1,156 | -1.2% | -$79.40万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6,027.40万 | 3.30% | 120,454 | -10,015 | -7.7% | -$501.14万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,484.80万 | 3.00% | 147,038 | -6,109 | -4.0% | -$227.88万 | 减仓 |
| AMZN | AMAZON COM INC | $5,196.53万 | 2.84% | 218,030 | 5,008 | 2.4% | $119.36万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $5,051.50万 | 2.76% | 1,744,303 | 63,010 | 3.7% | $182.48万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,608.74万 | 2.52% | 62,585 | 4,766 | 8.2% | $350.97万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,245.01万 | 2.32% | 114,717 | 5,470 | 5.0% | $202.41万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,649.81万 | 2.00% | 182,409 | 13,760 | 8.2% | $275.32万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,624.26万 | 1.98% | 75,890 | -787 | -1.0% | -$37.58万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $3,130.21万 | 1.71% | 408,111 | 34,860 | 9.3% | $267.38万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,130.11万 | 1.71% | 530,707 | 30,097 | 6.0% | $177.51万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2,355.70万 | 1.29% | 20,408 | -132 | -0.6% | -$15.24万 | 减仓 |
| META | META PLATFORMS INC | $2,294.33万 | 1.25% | 40,731 | 2,731 | 7.2% | $153.83万 | 加仓 |
| V | VISA INC | $2,205.48万 | 1.21% | 64,283 | 3,750 | 6.2% | $128.66万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,134.80万 | 1.17% | 65,218 | 3,550 | 5.8% | $116.20万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,007.00万 | 1.10% | 39,077 | -130 | -0.3% | -$6.68万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,890.80万 | 1.03% | 62,409 | 9,114 | 17.1% | $276.13万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,835.14万 | 1.00% | 222,037 | 21,765 | 10.9% | $179.89万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,829.86万 | 1.00% | 72,050 | 2,171 | 3.1% | $55.14万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,802.29万 | 0.99% | 196,671 | 796 | 0.4% | $7.29万 | 加仓 |
| CAT | CATERPILLAR INC | $1,801.36万 | 0.98% | 16,916 | 160 | 1.0% | $17.04万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,721.28万 | 0.94% | 234,475 | -8,695 | -3.6% | -$63.83万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,698.78万 | 0.93% | 18,160 | 100 | 0.6% | $9.35万 | 加仓 |
| IGIB | ISHARES TR | $1,692.96万 | 0.93% | 318,405 | -3,741 | -1.2% | -$19.89万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,609.46万 | 0.88% | 199,759 | 12,615 | 6.7% | $101.64万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1,580.77万 | 0.86% | 72,363 | 4,942 | 7.3% | $107.96万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,479.08万 | 0.81% | 77,634 | 3,576 | 4.8% | $68.13万 | 加仓 |
| ASML | ASML HLDG NV | $1,422.45万 | 0.78% | 7,150 | -99 | -1.4% | -$19.70万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,399.60万 | 0.77% | 196,436 | 19,595 | 11.1% | $139.61万 | 加仓 |
| WMT | WALMART INC | $1,371.95万 | 0.75% | 121,133 | 3,812 | 3.2% | $43.17万 | 加仓 |
| IVV | ISHARES TR | $1,305.95万 | 0.71% | 17,438 | 347 | 2.0% | $25.99万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,255.17万 | 0.69% | 215,664 | 29,420 | 15.8% | $171.22万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,199.52万 | 0.66% | 151,780 | 6,639 | 4.6% | $52.47万 | 加仓 |
| FAST | FASTENAL CO | $1,192.90万 | 0.65% | 248,366 | 1,055 | 0.4% | $5.07万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $1,191.61万 | 0.65% | 157,454 | 3,161 | 2.0% | $23.92万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,175.26万 | 0.64% | 15,738 | 624 | 4.1% | $46.60万 | 加仓 |
| AGG | ISHARES TR | $1,110.09万 | 0.61% | 112,153 | -7,569 | -6.3% | -$74.92万 | 减仓 |
| AVGO | BROADCOM INC | $1,082.06万 | 0.59% | 28,645 | 2,089 | 7.9% | $78.91万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,025.70万 | 0.56% | 33,838 | 3,045 | 9.9% | $92.30万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,002.77万 | 0.55% | 167,995 | 12,528 | 8.1% | $74.78万 | 加仓 |
| APH | AMPHENOL CORP | $1,001.00万 | 0.55% | 56,772 | 20,723 | 57.5% | $365.39万 | 加仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $984.37万 | 0.54% | 174,813 | -1,267 | -0.7% | -$7.13万 | 减仓 |
| LLY | ELI LILLY & CO | $967.94万 | 0.53% | 8,070 | 919 | 12.9% | $110.23万 | 加仓 |
| VDE | VANGUARD WORLD FD | $962.17万 | 0.53% | 64,089 | 94 | 0.1% | $1.41万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $937.84万 | 0.51% | 9,273 | -124 | -1.3% | -$12.54万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $926.78万 | 0.51% | 276,982 | 21,722 | 8.5% | $72.68万 | 加仓 |
| CSL | CARLISLE COS INC | $918.74万 | 0.50% | 25,327 | -116 | -0.5% | -$4.21万 | 减仓 |
| XBI | SPDR SERIES TRUST | $917.26万 | 0.50% | 57,963 | 17,555 | 43.4% | $277.81万 | 加仓 |
| MCD | MCDONALDS CORP | $911.77万 | 0.50% | 33,731 | 215 | 0.6% | $5.81万 | 加仓 |
| HEI | HEICO CORP NEW | $897.35万 | 0.49% | 25,193 | 343 | 1.4% | $12.22万 | 加仓 |
| AMAT | APPLIED MATLS INC | $849.60万 | 0.46% | 11,751 | 1,199 | 11.4% | $86.69万 | 加仓 |
| IEFA | ISHARES TR | $848.57万 | 0.46% | 87,862 | 5,388 | 6.5% | $52.04万 | 加仓 |
| GOOGL | ALPHABET INC | $827.65万 | 0.45% | 23,160 | 512 | 2.3% | $18.30万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $816.88万 | 0.45% | 162,627 | 7,938 | 5.1% | $39.87万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $798.46万 | 0.44% | 23,606 | -1,116 | -4.5% | -$37.75万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $788.54万 | 0.43% | 326,653 | -12,735 | -3.8% | -$30.74万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $777.22万 | 0.42% | 90,913 | 4,013 | 4.6% | $34.31万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $770.58万 | 0.42% | 84,875 | 6,399 | 8.2% | $58.10万 | 加仓 |
| ABBV | ABBVIE INC | $766.67万 | 0.42% | 30,467 | 618 | 2.1% | $15.55万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $746.69万 | 0.41% | 43,954 | 15,107 | 52.4% | $256.64万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $711.33万 | 0.39% | 17,887 | -1,178 | -6.2% | -$46.85万 | 减仓 |
| HD | HOME DEPOT INC | $698.73万 | 0.38% | 19,812 | 5,119 | 34.8% | $180.54万 | 加仓 |
| URI | UNITED RENTALS INC | $694.96万 | 0.38% | 6,134 | 20 | 0.3% | $2.27万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $686.24万 | 0.38% | 74,518 | 473 | 0.6% | $4.36万 | 加仓 |
| MOAT | VANECK ETF TRUST | $680.82万 | 0.37% | 65,489 | -3,500 | -5.1% | -$36.39万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $640.60万 | 0.35% | 15,425 | 1,048 | 7.3% | $43.52万 | 加仓 |
| TXN | TEXAS INSTRS INC | $618.23万 | 0.34% | 20,741 | 5,631 | 37.3% | $167.84万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $611.53万 | 0.33% | 28,741 | 3,771 | 15.1% | $80.24万 | 加仓 |
| RTX | RTX CORPORATION | $590.63万 | 0.32% | 31,130 | 2,348 | 8.2% | $44.55万 | 加仓 |
| AME | AMETEK INC | $579.43万 | 0.32% | 23,949 | 1,003 | 4.4% | $24.27万 | 加仓 |
| MKL | MARKEL GROUP INC | $570.86万 | 0.31% | 2,923 | -233 | -7.4% | -$45.51万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $552.81万 | 0.30% | 51,602 | -353 | -0.7% | -$3.78万 | 减仓 |
| MCK | MCKESSON CORP | $551.36万 | 0.30% | 7,297 | -9 | -0.1% | -$6,800 | 减仓 |
| LRCX | LAM RESEARCH CORP | $550.98万 | 0.30% | 12,715 | 9,912 | 353.6% | $429.52万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $545.69万 | 0.30% | 102,747 | 493 | 0.5% | $2.62万 | 加仓 |
| MRK | MERCK & CO INC | $544.98万 | 0.30% | 42,411 | 537 | 1.3% | $6.90万 | 加仓 |
| NVR | NVR INC | $543.71万 | 0.30% | 798 | 11 | 1.4% | $7.49万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $541.13万 | 0.30% | 13,019 | 26 | 0.2% | $1.08万 | 加仓 |
| IGSB | ISHARES TR | $520.91万 | 0.28% | 99,392 | 405 | 0.4% | $2.12万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $518.92万 | 0.28% | 35,387 | -185 | -0.5% | -$2.71万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $512.30万 | 0.28% | 3,846 | 648 | 20.3% | $86.32万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $510.29万 | 0.28% | 60,930 | 1,556 | 2.6% | $13.03万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $509.07万 | 0.28% | 23,503 | -138 | -0.6% | -$2.99万 | 减仓 |
| TJX | TJX COS INC NEW | $506.77万 | 0.28% | 33,450 | 1,556 | 4.9% | $23.57万 | 加仓 |
| BAC | BANK OF AMER CORP | $506.24万 | 0.28% | 88,845 | 28 | 0.0% | $1,595 | 加仓 |
| ETN | EATON CORP PLC | $504.36万 | 0.28% | 11,836 | 3,252 | 37.9% | $138.57万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $486.87万 | 0.27% | 132,051 | 357 | 0.3% | $1.32万 | 加仓 |
| FTNT | FORTINET INC | $480.35万 | 0.26% | 31,269 | 15,493 | 98.2% | $238.00万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $475.21万 | 0.26% | 104,810 | 291 | 0.3% | $1.32万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $463.89万 | 0.25% | 146,290 | 10,406 | 7.7% | $33.00万 | 加仓 |
| BN | BROOKFIELD CORP | $445.16万 | 0.24% | 104,522 | -2,780 | -2.6% | -$11.84万 | 减仓 |
| NFLX | NETFLIX INC. | $436.10万 | 0.24% | 61,078 | -1,755 | -2.8% | -$12.53万 | 减仓 |
| HYG | ISHARES TR | $427.08万 | 0.23% | 53,405 | 2,523 | 5.0% | $20.18万 | 加仓 |
| VV | VANGUARD INDEX FDS | $418.06万 | 0.23% | 12,156 | -163 | -1.3% | -$5.61万 | 减仓 |
| GEV | GE VERNOVA INC | $412.49万 | 0.23% | 3,511 | 1,458 | 71.0% | $171.29万 | 加仓 |
| VLO | VALERO ENERGY CORP | $404.85万 | 0.22% | 15,545 | 105 | 0.7% | $2.73万 | 加仓 |
| GLW | CORNING INC | $383.91万 | 0.21% | 15,030 | 9,627 | 178.2% | $245.90万 | 加仓 |
| STM | STMICROELECTRONICS N V | $377.39万 | 0.21% | 50,392 | 50,392 | — | $377.39万 | 新建仓 |