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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $177.54万 | 0.19% | 6,314 | -1,169 | -15.6% | -$32.87万 | 减仓 |
| V | VISA INC | $191.63万 | 0.21% | 5,585 | 766 | 15.9% | $26.28万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $192.31万 | 0.21% | 2,056 | -151 | -6.8% | -$14.12万 | 减仓 |
| RTX | RTX CORPORATION | $195.76万 | 0.21% | 10,318 | -1,584 | -13.3% | -$30.05万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $199.04万 | 0.22% | 7,837 | 463 | 6.3% | $11.76万 | 加仓 |
| ABBV | ABBVIE INC | $205.11万 | 0.22% | 8,151 | 159 | 2.0% | $4.00万 | 加仓 |
| MRK | MERCK & CO INC | $206.71万 | 0.23% | 16,086 | -521 | -3.1% | -$6.69万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $214.09万 | 0.23% | 10,062 | -242 | -2.3% | -$5.15万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $227.43万 | 0.25% | 3,915 | 1,003 | 34.4% | $58.27万 | 加仓 |
| — | PROSHARES TR | $231.17万 | 0.25% | 49,228 | 4,529 | 10.1% | $21.27万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $231.79万 | 0.25% | 52,252 | 21 | 0.0% | $932 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $243.04万 | 0.27% | 4,857 | -59 | -1.2% | -$2.95万 | 减仓 |
| IVV | ISHARES TR | $247.05万 | 0.27% | 3,299 | -28 | -0.8% | -$2.10万 | 减仓 |
| WMT | WALMART INC | $262.79万 | 0.29% | 23,202 | 250 | 1.1% | $2.83万 | 加仓 |
| CAT | CATERPILLAR INC | $307.37万 | 0.34% | 2,886 | 1,548 | 115.7% | $164.87万 | 加仓 |
| TSLA | TESLA INC | $313.26万 | 0.34% | 7,448 | 709 | 10.5% | $29.82万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $333.22万 | 0.36% | 2,887 | 476 | 19.7% | $54.94万 | 加仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $341.26万 | 0.37% | 71,491 | -11,777 | -14.1% | -$56.22万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $344.07万 | 0.38% | 21,772 | -405 | -1.8% | -$6.40万 | 减仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $378.95万 | 0.41% | 67,961 | 8,457 | 14.2% | $47.16万 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $419.70万 | 0.46% | 78,670 | 8,587 | 12.3% | $45.81万 | 加仓 |
| META | META PLATFORMS INC | $425.22万 | 0.47% | 7,549 | -257 | -3.3% | -$14.48万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $428.46万 | 0.47% | 49,741 | 5,449 | 12.3% | $46.94万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $441.16万 | 0.48% | 48,592 | -530 | -1.1% | -$4.81万 | 减仓 |
| LLY | ELI LILLY & CO | $459.85万 | 0.50% | 3,834 | 102 | 2.7% | $12.23万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $497.67万 | 0.54% | 15,204 | -612 | -3.9% | -$20.03万 | 减仓 |
| AVGO | BROADCOM INC | $535.58万 | 0.59% | 14,178 | 4,479 | 46.2% | $169.20万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $579.58万 | 0.63% | 100,499 | 3,331 | 3.4% | $19.21万 | 加仓 |
| IEMG | ISHARES INC | $615.65万 | 0.67% | 74,318 | 5,660 | 8.2% | $46.89万 | 加仓 |
| HDV | ISHARES TR | $692.01万 | 0.76% | 252,467 | -613 | -0.2% | -$1.68万 | 减仓 |
| GOOG | ALPHABET INC | $756.96万 | 0.83% | 21,423 | 9,398 | 78.2% | $332.07万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $773.22万 | 0.85% | 130,370 | 5,602 | 4.5% | $33.23万 | 加仓 |
| ISPY | PROSHARES TR | $867.12万 | 0.95% | 179,938 | 9,939 | 5.8% | $47.90万 | 加仓 |
| AMZN | AMAZON COM INC | $875.97万 | 0.96% | 36,753 | -1,311 | -3.4% | -$31.25万 | 减仓 |
| MSFT | MICROSOFT CORP | $896.66万 | 0.98% | 24,038 | -2,969 | -11.0% | -$110.75万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $1,046.13万 | 1.14% | 438,628 | 28,954 | 7.1% | $69.06万 | 加仓 |
| GOOGL | ALPHABET INC | $1,062.75万 | 1.16% | 29,738 | -165 | -0.6% | -$5.90万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,123.07万 | 1.23% | 116,393 | 205 | 0.2% | $1.98万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,123.83万 | 1.23% | 139,485 | 5,173 | 3.9% | $41.68万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,297.72万 | 1.42% | 489,335 | 19,660 | 4.2% | $52.14万 | 加仓 |
| SGVT | SCHWAB STRATEGIC TR | $1,384.47万 | 1.51% | 137,430 | -31,732 | -18.8% | -$319.67万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,419.23万 | 1.55% | 113,757 | -416 | -0.4% | -$5.19万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $1,462.72万 | 1.60% | 137,590 | 7,251 | 5.6% | $77.09万 | 加仓 |
| HGER | HARBOR ETF TRUST | $1,503.05万 | 1.64% | 512,286 | 24,762 | 5.1% | $72.65万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,887.81万 | 2.06% | 51,016 | 235 | 0.5% | $8.70万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,915.25万 | 2.09% | 268,808 | -30,791 | -10.3% | -$219.39万 | 减仓 |
| IWF | ISHARES TR | $2,229.11万 | 2.44% | 179,521 | 6,785 | 3.9% | $84.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,302.22万 | 2.52% | 115,059 | 5,676 | 5.2% | $113.57万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,102.17万 | 3.39% | 832,574 | -116,896 | -12.3% | -$435.55万 | 减仓 |
| BKDV | BNY MELLON ETF TRUST II | $3,627.36万 | 3.97% | 1,083,118 | -37,577 | -3.4% | -$125.85万 | 减仓 |
| AAPL | APPLE INC | $4,074.83万 | 4.46% | 140,822 | 1,308 | 0.9% | $37.85万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $4,727.15万 | 5.17% | 903,162 | 9,667 | 1.1% | $50.60万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $4,855.60万 | 5.31% | 969,375 | 15,398 | 1.6% | $77.13万 | 加仓 |
| MINT | PIMCO ETF TR | $5,664.18万 | 6.20% | 561,867 | -5,902 | -1.0% | -$59.50万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $5,816.65万 | 6.36% | 1,152,040 | 9,111 | 0.8% | $46.00万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $6,470.11万 | 7.08% | 273,439 | 5,067 | 1.9% | $119.90万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $9,828.73万 | 10.75% | 143,107 | 6,110 | 4.5% | $419.64万 | 加仓 |