MJP ASSOCIATES INC /ADV
FARMINGTON CT · SEC CIK 0000715113
$8.24亿2026Q1 申报市值
231持仓数
56.4%前十大占比 · 第一大 9.9%
29 / 41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
BINC 新建仓+$4,639.92万
TCHP 加仓+$3,376.51万
DFIC 新建仓+$3,373.47万
SGVT 新建仓+$1,703.80万
HGER 新建仓+$1,511.81万
2026Q1 卖出最多 按季末市值估算
CLIP 减仓-$3,535.43万
BASG 清仓-$3,274.79万
MINT 减仓-$2,531.21万
VOO 减仓-$797.97万
VIG 减仓-$554.12万
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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $81.44万 | 0.10% | 2,411 | 93 | 4.0% | $3.14万 | 加仓 |
| VB | VANGUARD INDEX FDS | $87.68万 | 0.11% | 3,347 | -151 | -4.3% | -$3.96万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $90.93万 | 0.11% | 5,500 | 249 | 4.7% | $4.12万 | 加仓 |
| T | AT&T INC | $91.35万 | 0.11% | 31,509 | 1,072 | 3.5% | $3.11万 | 加仓 |
| AMGN | AMGEN INC | $91.52万 | 0.11% | 2,601 | -1,874 | -41.9% | -$65.94万 | 减仓 |
| CAT | CATERPILLAR INC | $94.79万 | 0.12% | 1,338 | 33 | 2.5% | $2.34万 | 加仓 |
| CSCO | CISCO SYS INC | $95.72万 | 0.12% | 12,336 | -119 | -1.0% | -$9,234 | 减仓 |
| ASML | ASML HLDG NV | $96.87万 | 0.12% | 733 | -374 | -33.8% | -$49.42万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $101.80万 | 0.12% | 3,762 | 1,034 | 37.9% | $27.98万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $105.34万 | 0.13% | 5,369 | -247 | -4.4% | -$4.85万 | 减仓 |
| GEV | GE VERNOVA INC | $113.82万 | 0.14% | 1,304 | 62 | 5.0% | $5.41万 | 加仓 |
| CVX | CHEVRON CORPORATION | $116.28万 | 0.14% | 5,620 | 322 | 6.1% | $6.66万 | 加仓 |
| RDDT | REDDIT INC | $116.59万 | 0.14% | 8,659 | -1,233 | -12.5% | -$16.60万 | 减仓 |
| NFLX | NETFLIX INC. | $118.91万 | 0.14% | 12,367 | 4,190 | 51.2% | $40.29万 | 加仓 |
| APH | AMPHENOL CORP | $119.25万 | 0.14% | 9,438 | 544 | 6.1% | $6.87万 | 加仓 |
| HD | HOME DEPOT INC | $119.75万 | 0.15% | 3,641 | 112 | 3.2% | $3.68万 | 加仓 |
| KO | COCA COLA CO | $119.87万 | 0.15% | 15,762 | 428 | 2.8% | $3.26万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $129.72万 | 0.16% | 8,981 | -679 | -7.0% | -$9.81万 | 减仓 |
| BAC | BANK AMERICA CORP | $134.58万 | 0.16% | 27,606 | -849 | -3.0% | -$4.14万 | 减仓 |
| MGC | VANGUARD WORLD FD | $145.56万 | 0.18% | 6,159 | 527 | 9.4% | $12.46万 | 加仓 |
| V | VISA INC | $145.66万 | 0.18% | 4,819 | -344 | -6.7% | -$10.40万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $155.45万 | 0.19% | 3,111 | 531 | 20.6% | $26.53万 | 加仓 |
| GE | GE AEROSPACE | $164.43万 | 0.20% | 5,794 | -399 | -6.4% | -$11.32万 | 减仓 |
| ABBV | ABBVIE INC | $173.82万 | 0.21% | 7,992 | 171 | 2.2% | $3.72万 | 加仓 |
| — | PROSHARES TR | $177.81万 | 0.22% | 44,699 | 31,424 | 236.7% | $125.00万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $180.24万 | 0.22% | 7,374 | 210 | 2.9% | $5.13万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $181.37万 | 0.22% | 7,483 | -589 | -7.3% | -$14.28万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $197.75万 | 0.24% | 10,304 | 35 | 0.3% | $6,717 | 加仓 |
| MRK | MERCK & CO INC | $199.77万 | 0.24% | 16,607 | -6,675 | -28.7% | -$80.30万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $202.97万 | 0.25% | 52,231 | 35 | 0.1% | $1,360 | 加仓 |
| IVV | ISHARES TR | $217.30万 | 0.26% | 3,327 | -43 | -1.3% | -$2.81万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $219.94万 | 0.27% | 2,207 | 169 | 8.3% | $16.84万 | 加仓 |
| RTX | RTX CORPORATION | $229.59万 | 0.28% | 11,902 | -185 | -1.5% | -$3.57万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $235.57万 | 0.29% | 4,916 | -194 | -3.8% | -$9.30万 | 减仓 |
| TSLA | TESLA INC | $250.52万 | 0.30% | 6,739 | -278 | -4.0% | -$10.33万 | 减仓 |
| — | EXXON MOBIL CORP | $279.26万 | 0.34% | 16,460 | -11 | -0.1% | -$1,866 | 减仓 |
| WMT | WALMART INC | $285.25万 | 0.35% | 22,952 | 500 | 2.2% | $6.21万 | 加仓 |
| AVGO | BROADCOM INC | $300.19万 | 0.36% | 9,699 | 385 | 4.1% | $11.92万 | 加仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $313.82万 | 0.38% | 59,504 | 12,507 | 26.6% | $65.96万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $322.45万 | 0.39% | 7,382 | -241 | -3.2% | -$10.53万 | 减仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $326.99万 | 0.40% | 83,268 | 3,285 | 4.1% | $12.90万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $328.44万 | 0.40% | 22,177 | -3,147 | -12.4% | -$46.61万 | 减仓 |
| LLY | ELI LILLY & CO | $343.23万 | 0.42% | 3,732 | 382 | 11.4% | $35.13万 | 加仓 |
| GOOG | ALPHABET INC | $344.94万 | 0.42% | 12,025 | 2,802 | 30.4% | $80.38万 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $350.38万 | 0.43% | 70,083 | 11,703 | 20.0% | $58.51万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $388.36万 | 0.47% | 49,122 | -2,291 | -4.5% | -$18.11万 | 减仓 |
| META | META PLATFORMS INC | $446.58万 | 0.54% | 7,806 | 1,119 | 16.7% | $64.02万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $465.23万 | 0.56% | 15,816 | -56 | -0.4% | -$1.65万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $469.52万 | 0.57% | 97,168 | 4,231 | 4.6% | $20.44万 | 加仓 |
| IEMG | ISHARES INC | $478.89万 | 0.58% | 68,658 | 68,658 | — | $478.89万 | 新建仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $617.48万 | 0.75% | 124,768 | 7,082 | 6.0% | $35.05万 | 加仓 |
| HDV | ISHARES TR | $686.96万 | 0.83% | 50,616 | -2,652 | -5.0% | -$35.99万 | 减仓 |
| ISPY | PROSHARES TR | $736.95万 | 0.89% | 169,999 | 3,200 | 1.9% | $13.87万 | 加仓 |
| AMZN | AMAZON COM INC | $792.76万 | 0.96% | 38,064 | -1,843 | -4.6% | -$38.38万 | 减仓 |
| GOOGL | ALPHABET INC | $859.90万 | 1.04% | 29,903 | -674 | -2.2% | -$19.38万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $936.24万 | 1.14% | 116,188 | 116,188 | — | $936.24万 | 新建仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $940.20万 | 1.14% | 409,674 | -48,103 | -10.5% | -$110.40万 | 减仓 |
| VO | VANGUARD INDEX FDS | $964.30万 | 1.17% | 33,578 | 3,108 | 10.2% | $89.26万 | 加仓 |
| MSFT | MICROSOFT CORP | $999.73万 | 1.21% | 27,007 | -389 | -1.4% | -$14.40万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $1,221.80万 | 1.48% | 130,339 | 14,021 | 12.1% | $131.43万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,230.55万 | 1.49% | 469,675 | 53,862 | 13.0% | $141.12万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,261.27万 | 1.53% | 114,173 | 37,994 | 49.9% | $419.72万 | 加仓 |
| HGER | HARBOR ETF TRUST | $1,511.81万 | 1.84% | 487,524 | 487,524 | — | $1,511.81万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $1,629.10万 | 1.98% | 50,781 | 302 | 0.6% | $9.69万 | 加仓 |
| SGVT | SCHWAB STRATEGIC TR | $1,703.80万 | 2.07% | 169,162 | 169,162 | — | $1,703.80万 | 新建仓 |
| IWF | ISHARES TR | $1,841.35万 | 2.24% | 43,184 | 2,030 | 4.9% | $86.56万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,907.64万 | 2.32% | 109,383 | 5,797 | 5.6% | $101.10万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,919.83万 | 2.33% | 299,599 | -76,474 | -20.3% | -$490.05万 | 减仓 |
| BKDV | BNY MELLON ETF TRUST II | $3,323.98万 | 4.04% | 1,120,695 | 281,853 | 33.6% | $835.98万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,373.47万 | 4.10% | 949,470 | 949,470 | — | $3,373.47万 | 新建仓 |
| AAPL | APPLE INC | $3,540.73万 | 4.30% | 139,514 | -7,848 | -5.3% | -$199.17万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $4,214.67万 | 5.12% | 953,977 | 764,263 | 402.9% | $3,376.51万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $4,639.92万 | 5.63% | 893,495 | 893,495 | — | $4,639.92万 | 新建仓 |
| MINT | PIMCO ETF TR | $5,710.05万 | 6.93% | 567,769 | -251,687 | -30.7% | -$2,531.21万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $5,756.93万 | 6.99% | 1,142,929 | 33,461 | 3.0% | $168.54万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $5,771.60万 | 7.01% | 268,372 | -25,766 | -8.8% | -$554.12万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $8,186.24万 | 9.94% | 136,997 | -13,354 | -8.9% | -$797.97万 | 减仓 |