MJP ASSOCIATES INC /ADV
FARMINGTON CT · SEC CIK 0000715113
$9.14亿2026Q2 申报市值
233持仓数
55.2%前十大占比 · 第一大 10.8%
21 / 24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
VOO 加仓+$419.64万
GOOG 加仓+$332.07万
AVGO 加仓+$169.20万
CAT 加仓+$164.87万
VIG 加仓+$119.90万
2026Q2 卖出最多 按季末市值估算
DFIC 减仓-$435.55万
SGVT 减仓-$319.67万
VEA 减仓-$219.39万
BKDV 减仓-$125.85万
MSFT 减仓-$110.75万
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 |
|---|---|---|---|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP | $32.59万 | 0.04% | 1,036 | 8 | 0.8% | $2,517 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $33.11万 | 0.04% | 674 | 18 | 2.7% | $8,843 | 加仓 |
| ETN | EATON CORP PLC | $33.78万 | 0.04% | 793 | -17 | -2.1% | -$7,243 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $34.37万 | 0.04% | 8,118 | -1,614 | -16.6% | -$6.83万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $34.38万 | 0.04% | 2,024 | 160 | 8.6% | $2.72万 | 加仓 |
| ES | EVERSOURCE ENERGY | $34.48万 | 0.04% | 4,771 | -11 | -0.2% | -$795 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $36.07万 | 0.04% | 1,881 | 21 | 1.1% | $4,027 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $36.28万 | 0.04% | 4,332 | 4 | 0.1% | $335 | 加仓 |
| CTAS | CINTAS CORP | $37.05万 | 0.04% | 2,178 | -402 | -15.6% | -$6.84万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $37.08万 | 0.04% | 859 | -741 | -46.3% | -$31.99万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $37.14万 | 0.04% | 2,940 | 54 | 1.9% | $6,822 | 加仓 |
| PWR | QUANTA SVCS INC | $37.16万 | 0.04% | 516 | 9 | 1.8% | $6,481 | 加仓 |
| WFC | WELLS FARGO & CO | $37.97万 | 0.04% | 4,595 | 796 | 21.0% | $6.58万 | 加仓 |
| SNDK | SANDISK CORP | $38.43万 | 0.04% | 169 | 169 | — | $38.43万 | 新建仓 |
| — | SPINNAKER ETF SERIES | $39.60万 | 0.04% | 38,486 | 1,951 | 5.3% | $2.01万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $40.28万 | 0.04% | 10,935 | 18 | 0.2% | $663 | 加仓 |
| IJR | ISHARES TR | $40.43万 | 0.04% | 2,726 | 311 | 12.9% | $4.61万 | 加仓 |
| IXUS | ISHARES TR | $40.61万 | 0.04% | 4,255 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $41.01万 | 0.04% | 2,445 | 45 | 1.9% | $7,548 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $41.16万 | 0.05% | 298 | -12 | -3.9% | -$1.66万 | 减仓 |
| BRO | BROWN & BROWN INC | $42.02万 | 0.05% | 6,550 | 990 | 17.8% | $6.35万 | 加仓 |
| BA | BOEING CO | $42.10万 | 0.05% | 1,945 | -100 | -4.9% | -$2.16万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $42.13万 | 0.05% | 4,800 | -211 | -4.2% | -$1.85万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $42.51万 | 0.05% | 435 | -27 | -5.8% | -$2.64万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $42.56万 | 0.05% | 3,111 | -64 | -2.0% | -$8,755 | 减仓 |
| ADI | ANALOG DEVICES INC | $43.67万 | 0.05% | 1,099 | -6 | -0.5% | -$2,384 | 减仓 |
| AIQ | GLOBAL X FDS | $43.67万 | 0.05% | 6,656 | 770 | 13.1% | $5.05万 | 重新持有 |
| LIN | LINDE PLC | $45.48万 | 0.05% | 876 | 3 | 0.3% | $1,557 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $45.63万 | 0.05% | 13,456 | -279 | -2.0% | -$9,461 | 减仓 |
| HUBB | HUBBELL INC | $46.17万 | 0.05% | 882 | -46 | -5.0% | -$2.41万 | 减仓 |
| FLEX | FLEX LTD | $46.43万 | 0.05% | 2,865 | 2,865 | — | $46.43万 | 新建仓 |
| — | EXCHANGE LISTED FDS TR | $46.83万 | 0.05% | 18,819 | 18,819 | — | $46.83万 | 新建仓 |
| CB | CHUBB LIMITED | $47.85万 | 0.05% | 1,404 | -291 | -17.2% | -$9.92万 | 减仓 |
| DE | DEERE & CO | $48.32万 | 0.05% | 762 | -12 | -1.6% | -$7,609 | 减仓 |
| PEP | PEPSICO INC | $48.55万 | 0.05% | 3,585 | -309 | -7.9% | -$4.18万 | 减仓 |
| QCOM | QUALCOMM INC | $49.22万 | 0.05% | 2,663 | -816 | -23.5% | -$15.08万 | 减仓 |
| SRE | SEMPRA | $50.19万 | 0.05% | 5,414 | -307 | -5.4% | -$2.85万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $50.55万 | 0.06% | 1,008 | -197 | -16.3% | -$9.88万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $51.35万 | 0.06% | 7,001 | -1,513 | -17.8% | -$11.10万 | 减仓 |
| PFE | PFIZER INC | $52.10万 | 0.06% | 21,634 | -2,048 | -8.6% | -$4.93万 | 减仓 |
| MCD | MCDONALDS CORP | $52.54万 | 0.06% | 1,944 | -527 | -21.3% | -$14.24万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $53.06万 | 0.06% | 1,569 | 68 | 4.5% | $2.30万 | 加仓 |
| ITOT | ISHARES TR | $53.21万 | 0.06% | 3,239 | 702 | 27.7% | $11.53万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $53.27万 | 0.06% | 6,062 | 17 | 0.3% | $1,494 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $53.82万 | 0.06% | 4,252 | -520 | -10.9% | -$6.58万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $54.14万 | 0.06% | 4,085 | 1,870 | 84.4% | $24.78万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $54.25万 | 0.06% | 4,650 | 327 | 7.6% | $3.82万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $54.64万 | 0.06% | 2,440 | 472 | 24.0% | $10.57万 | 加仓 |
| UNP | UNION PAC CORP | $54.95万 | 0.06% | 2,020 | -137 | -6.4% | -$3.73万 | 减仓 |
| IEFA | ISHARES TR | $56.64万 | 0.06% | 5,865 | 987 | 20.2% | $9.53万 | 加仓 |
| CMI | CUMMINS INC | $57.92万 | 0.06% | 812 | -27 | -3.2% | -$1.93万 | 减仓 |
| TJX | TJX COS INC NEW | $58.71万 | 0.06% | 3,875 | 73 | 1.9% | $1.11万 | 加仓 |
| CVNA | CARVANA CO | $59.44万 | 0.07% | 9,031 | 861 | 10.5% | $5.67万 | 加仓 |
| T | AT&T INC | $60.69万 | 0.07% | 29,318 | -2,191 | -7.0% | -$4.54万 | 减仓 |
| CATH | GLOBAL X FDS | $61.26万 | 0.07% | 6,923 | 28 | 0.4% | $2,478 | 加仓 |
| DIS | DISNEY WALT CO | $61.68万 | 0.07% | 6,409 | 228 | 3.7% | $2.19万 | 加仓 |
| C | CITIGROUP INC | $61.96万 | 0.07% | 4,427 | 568 | 14.7% | $7.95万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $62.32万 | 0.07% | 17,250 | 452 | 2.7% | $1.63万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $64.31万 | 0.07% | 636 | 101 | 18.9% | $10.21万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $65.63万 | 0.07% | 860 | -10 | -1.1% | -$7,631 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $65.74万 | 0.07% | 2,207 | -3,429 | -60.8% | -$102.13万 | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $66.75万 | 0.07% | 1,045 | 62 | 6.3% | $3.96万 | 加仓 |
| WMB | WILLIAMS COS INC | $67.31万 | 0.07% | 9,054 | -37 | -0.4% | -$2,751 | 减仓 |
| VOTE | TCW ETF TRUST | $69.96万 | 0.08% | 7,935 | -216 | -2.6% | -$1.90万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $70.33万 | 0.08% | 729 | -16 | -2.1% | -$1.54万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $70.73万 | 0.08% | 39,561 | 859 | 2.2% | $1.54万 | 加仓 |
| GLW | CORNING INC | $72.27万 | 0.08% | 2,829 | -165 | -5.5% | -$4.21万 | 减仓 |
| MS | MORGAN STANLEY | $75.04万 | 0.08% | 3,590 | -348 | -8.8% | -$7.27万 | 减仓 |
| ORCL | ORACLE CORP | $77.72万 | 0.09% | 5,303 | 553 | 11.6% | $8.10万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $77.95万 | 0.09% | 12,209 | 4 | 0.0% | $255 | 加仓 |
| NFLX | NETFLIX INC. | $79.56万 | 0.09% | 11,143 | -1,224 | -9.9% | -$8.74万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $81.31万 | 0.09% | 1,703 | -559 | -24.7% | -$26.69万 | 减仓 |
| AMGN | AMGEN INC | $82.79万 | 0.09% | 2,286 | -315 | -12.1% | -$11.41万 | 减仓 |
| CVX | CHEVRON CORPORATION | $83.55万 | 0.09% | 5,040 | -580 | -10.3% | -$9.61万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $90.53万 | 0.10% | 1,212 | 235 | 24.1% | $17.55万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $92.59万 | 0.10% | 5,118 | -382 | -6.9% | -$6.91万 | 减仓 |
| KLAC | KLA CORP | $98.12万 | 0.11% | 3,252 | -28 | -0.9% | -$8,448 | 减仓 |
| VB | VANGUARD INDEX FDS | $101.39万 | 0.11% | 3,345 | -2 | -0.1% | -$606 | 减仓 |
| TXN | TEXAS INSTRS INC | $103.19万 | 0.11% | 3,462 | 209 | 6.4% | $6.23万 | 加仓 |
| QQQ | INVESCO QQQ TR | $114.01万 | 0.12% | 1,548 | 617 | 66.3% | $45.44万 | 加仓 |
| HD | HOME DEPOT INC | $116.75万 | 0.13% | 3,310 | -331 | -9.1% | -$11.67万 | 减仓 |
| SMH | VANECK ETF TRUST | $116.75万 | 0.13% | 1,780 | -250 | -12.3% | -$16.40万 | 减仓 |
| KO | COCA COLA CO | $120.33万 | 0.13% | 14,806 | -956 | -6.1% | -$7.77万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $121.14万 | 0.13% | 8,261 | -720 | -8.0% | -$10.56万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $128.87万 | 0.14% | 3,779 | 468 | 14.1% | $15.96万 | 加仓 |
| AMAT | APPLIED MATLS INC | $133.35万 | 0.15% | 1,844 | 538 | 41.2% | $38.91万 | 加仓 |
| CSCO | CISCO SYS INC | $136.73万 | 0.15% | 11,640 | -696 | -5.6% | -$8.18万 | 减仓 |
| GEV | GE VERNOVA INC | $139.51万 | 0.15% | 1,187 | -117 | -9.0% | -$13.75万 | 减仓 |
| ASML | ASML HLDG NV | $142.12万 | 0.16% | 714 | -19 | -2.6% | -$3.78万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $142.42万 | 0.16% | 3,287 | 873 | 36.2% | $37.83万 | 加仓 |
| APH | AMPHENOL CORP | $145.24万 | 0.16% | 8,237 | -1,201 | -12.7% | -$21.18万 | 减仓 |
| — | EXXON MOBIL CORP | $147.41万 | 0.16% | 10,782 | -5,678 | -34.5% | -$77.63万 | 减仓 |
| BAC | BANK OF AMER CORP | $148.47万 | 0.16% | 26,056 | -1,550 | -5.6% | -$8.83万 | 减仓 |
| RDDT | REDDIT INC | $149.09万 | 0.16% | 8,589 | -70 | -0.8% | -$1.22万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $150.56万 | 0.16% | 2,931 | -180 | -5.8% | -$9.25万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $157.71万 | 0.17% | 7,237 | 1,868 | 34.8% | $40.71万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $166.45万 | 0.18% | 4,005 | 243 | 6.5% | $10.10万 | 加仓 |
| MGC | VANGUARD WORLD FD | $168.52万 | 0.18% | 6,159 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $171.73万 | 0.19% | 12,299 | 433 | 3.6% | $6.05万 | 加仓 |
| GE | GE AEROSPACE | $173.97万 | 0.19% | 4,655 | -1,139 | -19.7% | -$42.57万 | 减仓 |