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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $53.08万 | 0.06% | 3,311 | 519 | 18.6% | $8.32万 | 加仓 |
| INTC | INTEL CORP | $52.36万 | 0.06% | 11,866 | 329 | 2.9% | $1.45万 | 加仓 |
| UNP | UNION PAC CORP | $52.33万 | 0.06% | 2,157 | 176 | 8.9% | $4.27万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $51.57万 | 0.06% | 2,414 | 57 | 2.4% | $1.22万 | 加仓 |
| CVNA | CARVANA CO | $51.37万 | 0.06% | 1,634 | 1,634 | — | $51.37万 | 新建仓 |
| TMUS | T-MOBILE US INC | $50.41万 | 0.06% | 2,400 | 542 | 29.2% | $11.38万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $48.85万 | 0.06% | 9,732 | 374 | 4.0% | $1.88万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $48.85万 | 0.06% | 16,798 | -1,515 | -8.3% | -$4.41万 | 减仓 |
| KLAC | KLA CORP | $48.31万 | 0.06% | 328 | 4 | 1.2% | $5,891 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $47.94万 | 0.06% | 8,514 | -6,840 | -44.5% | -$38.52万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $46.54万 | 0.06% | 5,011 | 324 | 6.9% | $3.01万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $46.27万 | 0.06% | 6,045 | -6 | -0.1% | -$459 | 减仓 |
| NOW | SERVICENOW INC | $46.19万 | 0.06% | 4,418 | -281 | -6.0% | -$2.94万 | 减仓 |
| HUBB | HUBBELL INC | $45.52万 | 0.06% | 928 | -19 | -2.0% | -$9,319 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $45.42万 | 0.06% | 1,501 | -1,384 | -48.0% | -$41.88万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $45.41万 | 0.06% | 985 | -334 | -25.3% | -$15.40万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $45.23万 | 0.05% | 535 | 24 | 4.7% | $2.03万 | 加仓 |
| CMI | CUMMINS INC | $45.14万 | 0.05% | 839 | -651 | -43.7% | -$35.02万 | 减仓 |
| QCOM | QUALCOMM INC | $44.81万 | 0.05% | 3,479 | -2,868 | -45.2% | -$36.94万 | 减仓 |
| AMAT | APPLIED MATLS INC | $44.65万 | 0.05% | 1,306 | -1,098 | -45.7% | -$37.54万 | 减仓 |
| MO | ALTRIA GROUP INC | $44.36万 | 0.05% | 6,722 | -121 | -1.8% | -$7,985 | 减仓 |
| IEFA | ISHARES TR | $44.16万 | 0.05% | 4,878 | -1,183 | -19.5% | -$10.71万 | 减仓 |
| C | CITIGROUP INC | $43.76万 | 0.05% | 3,859 | -57 | -1.5% | -$6,464 | 减仓 |
| CTAS | CINTAS CORP | $43.65万 | 0.05% | 2,580 | 131 | 5.3% | $2.22万 | 加仓 |
| DE | DEERE & CO | $43.61万 | 0.05% | 774 | 216 | 38.7% | $12.17万 | 加仓 |
| LIN | LINDE PLC | $43.29万 | 0.05% | 873 | 324 | 59.0% | $16.07万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $41.61万 | 0.05% | 3,175 | 212 | 7.2% | $2.78万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $41.40万 | 0.05% | 462 | -34 | -6.9% | -$3.05万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $40.87万 | 0.05% | 7,361 | 125 | 1.7% | $6,940 | 加仓 |
| GLW | CORNING INC | $40.71万 | 0.05% | 2,994 | 350 | 13.2% | $4.76万 | 加仓 |
| BA | BOEING CO | $40.70万 | 0.05% | 2,045 | 220 | 12.1% | $4.38万 | 加仓 |
| MCK | MCKESSON CORP | $40.68万 | 0.05% | 470 | 27 | 6.1% | $2.34万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $40.42万 | 0.05% | 13,735 | 55 | 0.4% | $1,619 | 加仓 |
| GILD | GILEAD SCIENCES INC | $40.23万 | 0.05% | 2,886 | 225 | 8.5% | $3.14万 | 加仓 |
| SO | SOUTHERN CO | $40.22万 | 0.05% | 4,167 | 275 | 7.1% | $2.65万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $39.98万 | 0.05% | 1,968 | 44 | 2.3% | $8,939 | 加仓 |
| — | SPINNAKER ETF SERIES | $37.41万 | 0.05% | 36,535 | 36,535 | — | $37.41万 | 新建仓 |
| IAUM | ISHARES GOLD TR | $37.18万 | 0.05% | 7,962 | 7,962 | — | $37.18万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $37.08万 | 0.05% | 10,917 | 838 | 8.3% | $2.85万 | 加仓 |
| IXUS | ISHARES TR | $36.86万 | 0.04% | 4,255 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $36.86万 | 0.04% | 1,725 | -129 | -7.0% | -$2.76万 | 减仓 |
| BRO | BROWN & BROWN INC | $36.26万 | 0.04% | 5,560 | 310 | 5.9% | $2.02万 | 加仓 |
| ITOT | ISHARES TR | $36.13万 | 0.04% | 2,537 | 294 | 13.1% | $4.19万 | 加仓 |
| ADI | ANALOG DEVICES INC | $35.17万 | 0.04% | 1,105 | 104 | 10.4% | $3.31万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $34.84万 | 0.04% | 576 | 84 | 17.1% | $5.08万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $33.97万 | 0.04% | 870 | -171 | -16.4% | -$6.68万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $33.87万 | 0.04% | 310 | -296 | -48.8% | -$32.34万 | 减仓 |
| ES | EVERSOURCE ENERGY | $33.13万 | 0.04% | 4,782 | -1 | -0.0% | -$69 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $32.50万 | 0.04% | 4,328 | 1 | 0.0% | $75 | 加仓 |
| HCA | HCA HEALTHCARE INC | $32.38万 | 0.04% | 684 | -65 | -8.7% | -$3.08万 | 减仓 |
| CRM | SALESFORCE INC | $32.07万 | 0.04% | 1,718 | 375 | 27.9% | $7.00万 | 加仓 |
| DHR | DANAHER CORP DEL | $31.95万 | 0.04% | 1,685 | -1,416 | -45.7% | -$26.85万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $31.53万 | 0.04% | 1,129 | 302 | 36.5% | $8.43万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $30.85万 | 0.04% | 5,086 | 139 | 2.8% | $8,431 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $30.48万 | 0.04% | 1,671 | -106 | -6.0% | -$1.93万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $30.43万 | 0.04% | 1,860 | 114 | 6.5% | $1.87万 | 加仓 |
| WFC | WELLS FARGO & CO | $30.25万 | 0.04% | 3,799 | -183 | -4.6% | -$1.46万 | 减仓 |
| IAU | ISHARES GOLD TR | $30.05万 | 0.04% | 3,409 | 102 | 3.1% | $8,992 | 加仓 |
| IJR | ISHARES TR | $30.02万 | 0.04% | 2,415 | -127 | -5.0% | -$1.58万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $29.96万 | 0.04% | 2,215 | -11 | -0.5% | -$1,488 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION 看涨期权 | $29.89万 | 0.04% | 300 | 300 | — | $29.89万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $29.50万 | 0.04% | 1,028 | -45 | -4.2% | -$1.29万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $29.18万 | 0.04% | 745 | 18 | 2.5% | $7,050 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $29.05万 | 0.04% | 906 | 276 | 43.8% | $8.85万 | 加仓 |
| ETN | EATON CORP PLC | $28.97万 | 0.04% | 810 | 80 | 11.0% | $2.86万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $28.65万 | 0.03% | 3,362 | 3,362 | — | $28.65万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $27.99万 | 0.03% | 2,726 | -125 | -4.4% | -$1.28万 | 减仓 |
| COR | CENCORA INC | $27.93万 | 0.03% | 889 | -301 | -25.3% | -$9.46万 | 减仓 |
| PWR | QUANTA SVCS INC | $27.84万 | 0.03% | 507 | 507 | — | $27.84万 | 新建仓 |
| CLIP | GLOBAL X FDS | $27.54万 | 0.03% | 2,745 | -352,334 | -99.2% | -$3,535.43万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $27.53万 | 0.03% | 3,787 | 21 | 0.6% | $1,526 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $27.35万 | 0.03% | 656 | 33 | 5.3% | $1.38万 | 加仓 |
| LOW | LOWES COS INC | $27.33万 | 0.03% | 1,157 | -13 | -1.1% | -$3,071 | 减仓 |
| USB | US BANCORP | $27.28万 | 0.03% | 5,245 | 327 | 6.6% | $1.70万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $27.23万 | 0.03% | 793 | 48 | 6.4% | $1.65万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $27.09万 | 0.03% | 3,821 | 10 | 0.3% | $709 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $27.07万 | 0.03% | 397 | 13 | 3.4% | $8,865 | 加仓 |
| INTU | INTUIT | $26.85万 | 0.03% | 621 | -991 | -61.5% | -$42.85万 | 减仓 |
| SHYG | ISHARES TR | $26.74万 | 0.03% | 6,319 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $26.59万 | 0.03% | 983 | 983 | — | $26.59万 | 新建仓 |
| SYK | STRYKER CORPORATION | $26.34万 | 0.03% | 802 | 802 | — | $26.34万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $26.26万 | 0.03% | 1,600 | 148 | 10.2% | $2.43万 | 重新持有 |
| ROST | ROSS STORES INC | $26.22万 | 0.03% | 1,210 | 1,210 | — | $26.22万 | 新建仓 |
| SHOP | SHOPIFY INC | $26.13万 | 0.03% | 2,203 | -451 | -17.0% | -$5.35万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $26.07万 | 0.03% | 2,774 | -4,455 | -61.6% | -$41.87万 | 减仓 |
| — | CALAMOS ETF TR | $25.99万 | 0.03% | 9,645 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $25.60万 | 0.03% | 10,199 | 6 | 0.1% | $151 | 加仓 |
| SGOL | ETFS GOLD TR | $25.44万 | 0.03% | 5,702 | -1,896 | -25.0% | -$8.46万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $25.40万 | 0.03% | 1,102 | 57 | 5.5% | $1.31万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $25.35万 | 0.03% | 9,230 | 16 | 0.2% | $439 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $25.07万 | 0.03% | 3,485 | -4,250 | -54.9% | -$30.57万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $25.03万 | 0.03% | 2,289 | -36 | -1.5% | -$3,937 | 减仓 |
| MDT | MEDTRONIC PLC | $25.02万 | 0.03% | 2,887 | -7,263 | -71.6% | -$62.94万 | 减仓 |
| BLK | BLACKROCK INC | $24.99万 | 0.03% | 260 | -248 | -48.8% | -$23.84万 | 减仓 |
| MPC | MARATHON PETE CORP | $24.53万 | 0.03% | 1,004 | 1,004 | — | $24.53万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $24.44万 | 0.03% | 989 | 989 | — | $24.44万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $24.34万 | 0.03% | 4,407 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $24.15万 | 0.03% | 609 | 609 | — | $24.15万 | 新建仓 |
| BX | BLACKSTONE INC | $23.85万 | 0.03% | 2,074 | -35 | -1.7% | -$4,024 | 减仓 |
| ETR | ENTERGY CORP NEW | $23.82万 | 0.03% | 2,120 | 2,120 | — | $23.82万 | 新建仓 |