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Roundview Capital LLC · 13F 持仓分析
期权收益计算器 机构排行

Roundview Capital LLC

No.1859 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$18.29亿
环比变动 Q1 2026
+$2.24亿+13.9%
持仓股票数
349
新买入
35
加仓
152
减仓
117
清仓
26
持股不变
45
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
AAlphabet Inc Class CGOOG
4.84%4.47%$8,859.5万25.1万股$7,171.3万25.0万股+750股+0.30%加仓
苹果AAPL
4.57%4.57%$8,360.0万28.9万股$7,331.1万28.9万股+50股+0.02%加仓
V先锋领航指数基金VOO
3.65%3.66%$6,675.2万9.7万股$5,876.7万9.8万股-1,156股-1.18%减仓
伯克希尔哈撒韦BRK.B
3.3%3.89%$6,027.4万12.0万股$6,252.1万13.0万股-1.0万股-7.68%减仓
微软MSFT
3%3.53%$5,484.8万14.7万股$5,669.0万15.3万股-6,109股-3.99%减仓
亚马逊AMZN
2.84%2.76%$5,196.5万21.8万股$4,436.6万21.3万股+5,008股+2.35%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
2.76%2.63%$5,051.5万174.4万股$4,220.0万168.1万股+6.3万股+3.75%加仓
I景顺QQQ信托VOO
2.52%2.08%$4,608.7万6.3万股$3,337.2万5.8万股+4,766股+8.24%加仓
G通用动力VTI
2.32%2.18%$4,245.0万11.5万股$3,504.8万10.9万股+5,470股+5.01%加仓
英伟达NVDA
2%1.83%$3,649.8万18.2万股$2,941.2万16.9万股+1.4万股+8.16%加仓
台积电TSM
1.98%1.61%$3,624.3万7.6万股$2,591.3万7.7万股-787股-1.03%减仓
V先锋领航债券指数基金BIV
1.71%1.79%$3,130.2万40.8万股$2,880.8万37.3万股+3.5万股+9.34%加仓
V先锋领航斯科茨代尔基金VGIT
1.71%1.86%$3,130.1万53.1万股$2,981.1万50.1万股+3.0万股+6.01%加仓
美光科技MU
1.29%0.43%$2,355.7万2.0万股$693.9万2.1万股-132股-0.64%减仓
Meta平台META
1.25%1.35%$2,294.3万4.1万股$2,174.1万3.8万股+2,731股+7.19%加仓
VisaV
1.21%1.14%$2,205.5万6.4万股$1,829.6万6.1万股+3,750股+6.19%加仓
摩根大通JPM
1.17%1.13%$2,134.8万6.5万股$1,814.0万6.2万股+3,550股+5.76%加仓
万事达MA
1.1%1.22%$2,007.0万3.9万股$1,959.0万3.9万股-130股-0.33%减仓
I景顺·NASDAQ 100 ETFQQQM
1.03%0.79%$1,890.8万6.2万股$1,266.4万5.3万股+9,114股+17.10%加仓
V先锋领航斯科茨代尔基金VCIT
1%1.03%$1,835.1万22.2万股$1,657.3万20.0万股+2.2万股+10.87%加仓
强生JNJ
1%1.06%$1,829.9万7.2万股$1,708.1万7.0万股+2,171股+3.11%加仓
SSPDR道富系列信托BIL
0.99%1.12%$1,802.3万19.7万股$1,795.0万19.6万股+796股+0.41%加仓
卡特彼勒CAT
0.98%0.74%$1,801.4万1.7万股$1,187.1万1.7万股+160股+0.95%加仓
V先锋领航·TOTALBND
0.94%1.12%$1,721.3万23.4万股$1,790.7万24.3万股-8,695股-3.58%减仓
好市多COST
0.93%1.12%$1,698.8万1.8万股$1,799.5万1.8万股+100股+0.55%加仓
IiShares安硕信托IGIB
0.93%1.07%$1,693.0万31.8万股$1,714.5万32.2万股-3,741股-1.16%减仓
V先锋领航·MIDVO
0.88%0.84%$1,609.5万20.0万股$1,343.6万4.7万股+15.3万股+326.96%加仓
PROGRESSIVEPGR
0.86%0.83%$1,580.8万7.2万股$1,336.6万6.7万股+4,942股+7.33%加仓
SSPDR行业精选信托XLK
0.81%0.61%$1,479.1万7.8万股$984.2万7.4万股+3,576股+4.83%加仓
阿斯麦ASML
0.78%0.6%$1,422.4万7,150股$957.5万7,249股-99股-1.37%减仓
V先锋领航·FTSEVEA
0.77%0.71%$1,399.6万19.6万股$1,133.2万17.7万股+2.0万股+11.08%加仓
沃尔玛WMT
0.75%0.91%$1,371.9万12.1万股$1,458.1万11.7万股+3,812股+3.25%加仓
IiShares安硕信托IVV
0.71%0.7%$1,305.9万1.7万股$1,116.4万1.7万股+347股+2.03%加仓
V先锋领航斯科茨代尔基金VGSH
0.69%0.68%$1,255.2万21.6万股$1,090.3万18.6万股+2.9万股+15.80%加仓
V先锋领航斯科茨代尔基金BSV
0.66%0.72%$1,199.5万15.2万股$1,150.5万14.5万股+6,639股+4.57%加仓
FFASTENAL COMFAST
0.65%0.71%$1,192.9万24.8万股$1,147.5万24.7万股+1,055股+0.43%加仓
V先锋领航·INSTL INDEX FDVBIL
0.65%0.73%$1,191.6万15.7万股$1,167.2万15.4万股+3,161股+2.05%加仓
SSPDR标普500 ETFSPY
0.64%0.61%$1,175.3万1.6万股$982.9万1.5万股+624股+4.13%加仓
IiShares安硕信托AGG
0.61%0.74%$1,110.1万11.2万股$1,188.5万12.0万股-7,569股-6.32%减仓
博通AVGO
0.59%0.51%$1,082.1万2.9万股$821.9万2.7万股+2,089股+7.87%加仓
V先锋领航指数基金VB
0.56%0.5%$1,025.7万3.4万股$806.5万3.1万股+3,045股+9.89%加仓
V先锋领航·FSTEVWO
0.55%0.52%$1,002.8万16.8万股$840.3万15.5万股+1.3万股+8.06%加仓
安费诺APH
0.55%0.28%$1,001.0万5.7万股$455.5万3.6万股+2.1万股+57.49%加仓
ATLANTA BRAVES HLDGS INC COM SER ABATRA
0.54%0.52%$984.4万17.5万股$830.2万17.6万股-1,267股-0.72%减仓
礼来LLY
0.53%0.41%$967.9万8,070股$657.7万7,151股+919股+12.85%加仓
V先锋领航全球基金VDE
0.53%0.69%$962.2万6.4万股$1,107.4万6.4万股+94股+0.15%加仓
高盛GS
0.51%0.5%$937.8万9,273股$795.0万9,397股-124股-1.32%减仓
S道富SPIB
0.51%0.53%$926.8万27.7万股$856.1万25.5万股+2.2万股+8.51%加仓
CARLISLE COSCSL
0.5%0.53%$918.7万2.5万股$848.8万2.5万股-116股-0.46%减仓
S道富·EET SPDR S&P BIOTECH ETFXBI
0.5%0.32%$917.3万5.8万股$516.1万4.0万股+1.8万股+43.44%加仓

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