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 |
|---|---|---|---|---|---|---|---|---|
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -7,361 | -100.0% | -$40.87万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -1,725 | -100.0% | -$36.86万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -1,129 | -100.0% | -$31.53万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$29.89万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -906 | -100.0% | -$29.05万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -889 | -100.0% | -$27.93万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -1,157 | -100.0% | -$27.33万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -621 | -100.0% | -$26.85万 | 清仓 |
| SGOL | ETFS GOLD TR | $0 | 0.00% | 0 | -5,702 | -100.0% | -$25.44万 | 清仓 |
| HWM | HOWMET AEROSPACE INC | $0 | 0.00% | 0 | -1,102 | -100.0% | -$25.40万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,887 | -100.0% | -$25.02万 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -2,120 | -100.0% | -$23.82万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -463 | -100.0% | -$22.45万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,250 | -100.0% | -$21.69万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -1,728 | -100.0% | -$21.57万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -1,589 | -100.0% | -$21.52万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,080 | -100.0% | -$21.42万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,603 | -100.0% | -$21.16万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -4,922 | -100.0% | -$20.89万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,149 | -100.0% | -$20.52万 | 清仓 |
| QYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -11,312 | -100.0% | -$19.40万 | 清仓 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$10.14万 | 清仓 |
| AAPL | APPLE INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$2.54万 | 清仓 |
| — | REDFIN CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9,556 | 清仓 |
| — | EXXON MOBIL CORP 看涨期权 | $0 | 0.00% | 200 | 200 | — | — | 新建仓 |
| RC | READY CAPITAL CORP | $4.10万 | 0.00% | 23,415 | -287 | -1.2% | -$502 | 减仓 |
| F | FORD MTR CO | $17.09万 | 0.02% | 12,292 | 877 | 7.7% | $1.22万 | 加仓 |
| IAU | ISHARES GOLD TR | $20.09万 | 0.02% | 2,661 | -748 | -21.9% | -$5.65万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $20.20万 | 0.02% | 2,890 | 2,890 | — | $20.20万 | 新建仓 |
| NET | CLOUDFLARE INC | $20.24万 | 0.02% | 825 | 825 | — | $20.24万 | 新建仓 |
| ROST | ROSS STORES INC | $20.29万 | 0.02% | 953 | -257 | -21.2% | -$5.47万 | 减仓 |
| PSX | PHILLIPS 66 | $20.29万 | 0.02% | 1,200 | -84 | -6.5% | -$1.42万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $20.32万 | 0.02% | 2,816 | -669 | -19.2% | -$4.83万 | 减仓 |
| EOG | EOG RES INC | $20.33万 | 0.02% | 1,567 | -64 | -3.9% | -$8,303 | 减仓 |
| PLD | PROLOGIS INC. | $20.33万 | 0.02% | 1,501 | -131 | -8.0% | -$1.77万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.45万 | 0.02% | 18,006 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $20.47万 | 0.02% | 402 | 5 | 1.3% | $2,546 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $20.58万 | 0.02% | 3,272 | 3,272 | — | $20.58万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $20.61万 | 0.02% | 2,189 | 2,189 | — | $20.61万 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV | $20.74万 | 0.02% | 7,981 | 7,981 | — | $20.74万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $21.11万 | 0.02% | 4,001 | -777 | -16.3% | -$4.10万 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $21.14万 | 0.02% | 597 | -196 | -24.7% | -$6.94万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $21.39万 | 0.02% | 698 | 698 | — | $21.39万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $21.41万 | 0.02% | 1,067 | -604 | -36.1% | -$12.12万 | 减仓 |
| — | CALAMOS ETF TR | $21.44万 | 0.02% | 7,760 | 7,760 | — | $21.44万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $21.60万 | 0.02% | 3,082 | 3,082 | — | $21.60万 | 新建仓 |
| EVUS | ISHARES TR | $21.89万 | 0.02% | 6,233 | 6,233 | — | $21.89万 | 新建仓 |
| TER | TERADYNE INC | $21.93万 | 0.02% | 453 | 453 | — | $21.93万 | 新建仓 |
| APG | API GROUP CORP | $22.10万 | 0.02% | 5,219 | 0 | 0.0% | — | 不变 |
| CLIP | GLOBAL X FDS | $22.19万 | 0.02% | 2,212 | -533 | -19.4% | -$5.35万 | 减仓 |
| CRM | SALESFORCE INC | $22.61万 | 0.02% | 1,443 | -275 | -16.0% | -$4.31万 | 减仓 |
| BLK | BLACKROCK INC | $22.68万 | 0.02% | 236 | -24 | -9.2% | -$2.31万 | 减仓 |
| IJH | ISHARES TR | $23.01万 | 0.03% | 2,985 | -59 | -1.9% | -$4,549 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $23.14万 | 0.03% | 691 | 691 | — | $23.14万 | 新建仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $23.31万 | 0.03% | 580 | 580 | — | $23.31万 | 新建仓 |
| SYK | STRYKER CORPORATION | $23.44万 | 0.03% | 745 | -57 | -7.1% | -$1.79万 | 减仓 |
| SHOP | SHOPIFY INC | $23.49万 | 0.03% | 2,057 | -146 | -6.6% | -$1.67万 | 减仓 |
| MCK | MCKESSON CORP | $23.58万 | 0.03% | 312 | -158 | -33.6% | -$11.94万 | 减仓 |
| CVS | CVS HEALTH CORP | $23.72万 | 0.03% | 2,293 | 2,293 | — | $23.72万 | 新建仓 |
| DDOG | DATADOG INC | $23.74万 | 0.03% | 912 | -2,575 | -73.8% | -$67.04万 | 重新持有 |
| HCA | HCA HEALTHCARE INC | $23.75万 | 0.03% | 609 | -75 | -11.0% | -$2.92万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $23.78万 | 0.03% | 2,629 | 1 | 0.0% | $90 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $24.02万 | 0.03% | 2,603 | -171 | -6.2% | -$1.58万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $24.18万 | 0.03% | 4,396 | 10 | 0.2% | $550 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $24.49万 | 0.03% | 9,187 | -43 | -0.5% | -$1,146 | 减仓 |
| GWW | WW GRAINGER INC | $24.95万 | 0.03% | 183 | -2 | -1.1% | -$2,727 | 减仓 |
| D | DOMINION ENERGY INC | $25.03万 | 0.03% | 3,665 | 46 | 1.3% | $3,141 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $25.20万 | 0.03% | 2,326 | -1,445 | -38.3% | -$15.66万 | 重新持有 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $25.39万 | 0.03% | 2,917 | 2,917 | — | $25.39万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $25.80万 | 0.03% | 4,000 | 4,000 | — | $25.80万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $26.00万 | 0.03% | 998 | 9 | 0.9% | $2,345 | 加仓 |
| MPC | MARATHON PETE CORP | $26.04万 | 0.03% | 1,018 | 14 | 1.4% | $3,581 | 加仓 |
| SUSA | ISHARES TR | $26.13万 | 0.03% | 1,694 | 3 | 0.2% | $463 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $26.57万 | 0.03% | 4,407 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $26.68万 | 0.03% | 2,197 | 5 | 0.2% | $607 | 加仓 |
| — | CALAMOS ETF TR | $26.69万 | 0.03% | 9,645 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $26.80万 | 0.03% | 6,319 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $26.81万 | 0.03% | 1,227 | 81 | 7.1% | $1.77万 | 加仓 |
| MKSI | MKS INC. | $26.87万 | 0.03% | 604 | 604 | — | $26.87万 | 新建仓 |
| UNM | UNUM GROUP | $27.11万 | 0.03% | 3,032 | 18 | 0.6% | $1,609 | 加仓 |
| SNPS | SYNOPSYS INC | $27.34万 | 0.03% | 613 | 4 | 0.7% | $1,784 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $28.07万 | 0.03% | 748 | -10 | -1.3% | -$3,753 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $28.07万 | 0.03% | 7,017 | -945 | -11.9% | -$3.78万 | 减仓 |
| BX | BLACKSTONE INC | $28.62万 | 0.03% | 2,432 | 358 | 17.3% | $4.21万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $28.64万 | 0.03% | 2,128 | -161 | -7.0% | -$2.17万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $28.65万 | 0.03% | 562 | -14 | -2.4% | -$7,138 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $28.67万 | 0.03% | 3,753 | -34 | -0.9% | -$2,597 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $28.77万 | 0.03% | 1,614 | 414 | 34.5% | $7.38万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $29.55万 | 0.03% | 10,204 | 5 | 0.0% | $145 | 加仓 |
| MO | ALTRIA GROUP INC | $29.72万 | 0.03% | 4,131 | -2,591 | -38.5% | -$18.64万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $29.83万 | 0.03% | 3,254 | -108 | -3.2% | -$9,900 | 减仓 |
| DHR | DANAHER CORP DEL | $30.24万 | 0.03% | 1,588 | -97 | -5.8% | -$1.85万 | 减仓 |
| SO | SOUTHERN CO | $30.47万 | 0.03% | 3,184 | -983 | -23.6% | -$9.41万 | 减仓 |
| NOW | SERVICENOW INC | $30.98万 | 0.03% | 3,120 | -1,298 | -29.4% | -$12.89万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $31.38万 | 0.03% | 3,830 | 9 | 0.2% | $737 | 加仓 |
| VGT | VANGUARD WORLD FD | $31.88万 | 0.03% | 2,667 | 2,667 | — | $31.88万 | 新建仓 |
| USB | US BANCORP | $31.89万 | 0.03% | 5,280 | 35 | 0.7% | $2,114 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $31.93万 | 0.03% | 803 | -182 | -18.5% | -$7.24万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $32.06万 | 0.04% | 3,533 | 807 | 29.6% | $7.32万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.17万 | 0.04% | 5,583 | 497 | 9.8% | $2.86万 | 加仓 |