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 |
|---|---|---|---|---|---|---|---|---|
| BASG | ADVISORS INNER CIRCLE FD III | $0 | 0.00% | 0 | -1,265,863 | -100.0% | -$3,274.79万 | 清仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -184,225 | -100.0% | -$276.34万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -11,523 | -100.0% | -$93.05万 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -3,876 | -100.0% | -$82.74万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -1,577 | -100.0% | -$77.33万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -5,798 | -100.0% | -$73.91万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -8,380 | -100.0% | -$72.99万 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | -6,385 | -100.0% | -$68.37万 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -6,436 | -100.0% | -$65.94万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -2,431 | -100.0% | -$62.92万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -6,135 | -100.0% | -$61.89万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -1,726 | -100.0% | -$60.52万 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -7,408 | -100.0% | -$59.64万 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | -21,626 | -100.0% | -$58.80万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -1,828 | -100.0% | -$47.99万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RBA | RB GLOBAL INC | $0 | 0.00% | 0 | -4,332 | -100.0% | -$44.56万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -2,587 | -100.0% | -$41.82万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -2,924 | -100.0% | -$39.68万 | 清仓 |
| SEIC | SEI INVTS CO | $0 | 0.00% | 0 | -4,774 | -100.0% | -$39.16万 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -6,115 | -100.0% | -$38.80万 | 清仓 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | -13,799 | -100.0% | -$38.46万 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | -1,368 | -100.0% | -$37.63万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -1,668 | -100.0% | -$37.31万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -5,348 | -100.0% | -$37.11万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -1,664 | -100.0% | -$36.50万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -1,611 | -100.0% | -$34.96万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -6,764 | -100.0% | -$34.42万 | 清仓 |
| SPMD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,852 | -100.0% | -$33.89万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -3,327 | -100.0% | -$33.19万 | 清仓 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -5,343 | -100.0% | -$31.58万 | 清仓 |
| AIQ | GLOBAL X FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -565 | -100.0% | -$29.50万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -838 | -100.0% | -$29.33万 | 清仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -7,662 | -100.0% | -$27.16万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -6,242 | -100.0% | -$27.05万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -7,218 | -100.0% | -$26.38万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -387 | -100.0% | -$26.08万 | 清仓 |
| HOG | HARLEY DAVIDSON INC | $0 | 0.00% | 0 | -12,550 | -100.0% | -$25.72万 | 清仓 |
| — | GRAYSCALE COINDESK CRYPTO | $0 | 0.00% | 0 | -5,300 | -100.0% | -$21.90万 | 清仓 |
| FNDF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,058 | -100.0% | -$20.64万 | 清仓 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | -30,023 | -100.0% | -$19.42万 | 清仓 |
| AAPL | APPLE INC 看跌期权 | $0 | 0.00% | 0 | -23,800 | -100.0% | -$1,159 | 清仓 |
| — | REDFIN CORP | $9,556 | 0.00% | 10,000 | 10,000 | — | $9,556 | 新建仓 |
| AAPL | APPLE INC 看涨期权 | $2.54万 | 0.00% | 100 | -11,200 | -99.1% | -$284.24万 | 减仓 |
| RC | READY CAPITAL CORP | $3.84万 | 0.00% | 23,702 | 287 | 1.2% | $465 | 加仓 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $10.14万 | 0.01% | 300 | 300 | — | $10.14万 | 新建仓 |
| F | FORD MTR CO | $13.17万 | 0.02% | 11,415 | 11,415 | — | $13.17万 | 新建仓 |
| QYLD | GLOBAL X FDS | $19.40万 | 0.02% | 11,312 | 1,000 | 9.7% | $1.72万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $20.21万 | 0.02% | 48 | -4 | -7.7% | -$1.68万 | 减仓 |
| GWW | WW GRAINGER INC | $20.21万 | 0.02% | 185 | 185 | — | $20.21万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $20.45万 | 0.02% | 2,192 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $20.52万 | 0.02% | 7,149 | -16,303 | -69.5% | -$46.80万 | 减仓 |
| IJH | ISHARES TR | $20.55万 | 0.02% | 3,044 | 2 | 0.1% | $135 | 加仓 |
| APA | APA CORPORATION | $20.89万 | 0.03% | 4,922 | 4,922 | — | $20.89万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.96万 | 0.03% | 18,006 | 31 | 0.2% | $361 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $21.05万 | 0.03% | 2,628 | 180 | 7.4% | $1.44万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $21.06万 | 0.03% | 758 | -1,381 | -64.6% | -$38.37万 | 减仓 |
| APG | API GROUP CORP | $21.15万 | 0.03% | 5,219 | -18 | -0.3% | -$729 | 减仓 |
| COP | CONOCOPHILLIPS | $21.16万 | 0.03% | 1,603 | 1,603 | — | $21.16万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $21.25万 | 0.03% | 4,386 | 11 | 0.3% | $533 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $21.42万 | 0.03% | 1,080 | -251 | -18.9% | -$4.98万 | 减仓 |
| CBRE | CBRE GROUP INC | $21.52万 | 0.03% | 1,589 | 50 | 3.2% | $6,773 | 加仓 |
| MSTR | STRATEGY INC | $21.57万 | 0.03% | 1,728 | 106 | 6.5% | $1.32万 | 加仓 |
| PLD | PROLOGIS INC. | $21.57万 | 0.03% | 1,632 | 1,632 | — | $21.57万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $21.69万 | 0.03% | 1,250 | 1,250 | — | $21.69万 | 新建仓 |
| UNM | UNUM GROUP | $22.01万 | 0.03% | 3,014 | 87 | 3.0% | $6,354 | 加仓 |
| SUSA | ISHARES TR | $22.34万 | 0.03% | 1,691 | 3 | 0.2% | $396 | 加仓 |
| D | DOMINION ENERGY INC | $22.37万 | 0.03% | 3,619 | 3,619 | — | $22.37万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $22.45万 | 0.03% | 463 | -561 | -54.8% | -$27.20万 | 减仓 |
| PGR | PROGRESSIVE CORP | $22.72万 | 0.03% | 1,146 | -1,598 | -58.2% | -$31.69万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $22.89万 | 0.03% | 1,864 | 159 | 9.3% | $1.95万 | 加仓 |
| PSX | PHILLIPS 66 | $23.40万 | 0.03% | 1,284 | 1,284 | — | $23.40万 | 新建仓 |
| EOG | EOG RES INC | $23.58万 | 0.03% | 1,631 | -233 | -12.5% | -$3.37万 | 重新持有 |
| ETR | ENTERGY CORP NEW | $23.82万 | 0.03% | 2,120 | 2,120 | — | $23.82万 | 新建仓 |
| BX | BLACKSTONE INC | $23.85万 | 0.03% | 2,074 | -35 | -1.7% | -$4,024 | 减仓 |
| SNPS | SYNOPSYS INC | $24.15万 | 0.03% | 609 | 609 | — | $24.15万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $24.34万 | 0.03% | 4,407 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $24.44万 | 0.03% | 989 | 989 | — | $24.44万 | 新建仓 |
| MPC | MARATHON PETE CORP | $24.53万 | 0.03% | 1,004 | 1,004 | — | $24.53万 | 新建仓 |
| BLK | BLACKROCK INC | $24.99万 | 0.03% | 260 | -248 | -48.8% | -$23.84万 | 减仓 |
| MDT | MEDTRONIC PLC | $25.02万 | 0.03% | 2,887 | -7,263 | -71.6% | -$62.94万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $25.03万 | 0.03% | 2,289 | -36 | -1.5% | -$3,937 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $25.07万 | 0.03% | 3,485 | -4,250 | -54.9% | -$30.57万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $25.35万 | 0.03% | 9,230 | 16 | 0.2% | $439 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $25.40万 | 0.03% | 1,102 | 57 | 5.5% | $1.31万 | 加仓 |
| SGOL | ETFS GOLD TR | $25.44万 | 0.03% | 5,702 | -1,896 | -25.0% | -$8.46万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $25.60万 | 0.03% | 10,199 | 6 | 0.1% | $151 | 加仓 |
| — | CALAMOS ETF TR | $25.99万 | 0.03% | 9,645 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $26.07万 | 0.03% | 2,774 | -4,455 | -61.6% | -$41.87万 | 减仓 |
| SHOP | SHOPIFY INC | $26.13万 | 0.03% | 2,203 | -451 | -17.0% | -$5.35万 | 减仓 |
| ROST | ROSS STORES INC | $26.22万 | 0.03% | 1,210 | 1,210 | — | $26.22万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $26.26万 | 0.03% | 1,600 | 148 | 10.2% | $2.43万 | 重新持有 |
| SYK | STRYKER CORPORATION | $26.34万 | 0.03% | 802 | 802 | — | $26.34万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $26.59万 | 0.03% | 983 | 983 | — | $26.59万 | 新建仓 |
| SHYG | ISHARES TR | $26.74万 | 0.03% | 6,319 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $26.85万 | 0.03% | 621 | -991 | -61.5% | -$42.85万 | 减仓 |