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 |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC | $61.96万 | 0.07% | 4,427 | 568 | 14.7% | $7.95万 | 加仓 |
| DIS | DISNEY WALT CO | $61.68万 | 0.07% | 6,409 | 228 | 3.7% | $2.19万 | 加仓 |
| CATH | GLOBAL X FDS | $61.26万 | 0.07% | 6,923 | 28 | 0.4% | $2,478 | 加仓 |
| T | AT&T INC | $60.69万 | 0.07% | 29,318 | -2,191 | -7.0% | -$4.54万 | 减仓 |
| CVNA | CARVANA CO | $59.44万 | 0.07% | 9,031 | 861 | 10.5% | $5.67万 | 加仓 |
| TJX | TJX COS INC NEW | $58.71万 | 0.06% | 3,875 | 73 | 1.9% | $1.11万 | 加仓 |
| CMI | CUMMINS INC | $57.92万 | 0.06% | 812 | -27 | -3.2% | -$1.93万 | 减仓 |
| IEFA | ISHARES TR | $56.64万 | 0.06% | 5,865 | 987 | 20.2% | $9.53万 | 加仓 |
| UNP | UNION PAC CORP | $54.95万 | 0.06% | 2,020 | -137 | -6.4% | -$3.73万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $54.64万 | 0.06% | 2,440 | 472 | 24.0% | $10.57万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $54.25万 | 0.06% | 4,650 | 327 | 7.6% | $3.82万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $54.14万 | 0.06% | 4,085 | 1,870 | 84.4% | $24.78万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $53.82万 | 0.06% | 4,252 | -520 | -10.9% | -$6.58万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $53.27万 | 0.06% | 6,062 | 17 | 0.3% | $1,494 | 加仓 |
| ITOT | ISHARES TR | $53.21万 | 0.06% | 3,239 | 702 | 27.7% | $11.53万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $53.06万 | 0.06% | 1,569 | 68 | 4.5% | $2.30万 | 加仓 |
| MCD | MCDONALDS CORP | $52.54万 | 0.06% | 1,944 | -527 | -21.3% | -$14.24万 | 减仓 |
| PFE | PFIZER INC | $52.10万 | 0.06% | 21,634 | -2,048 | -8.6% | -$4.93万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $51.35万 | 0.06% | 7,001 | -1,513 | -17.8% | -$11.10万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $50.55万 | 0.06% | 1,008 | -197 | -16.3% | -$9.88万 | 减仓 |
| SRE | SEMPRA | $50.19万 | 0.05% | 5,414 | -307 | -5.4% | -$2.85万 | 减仓 |
| QCOM | QUALCOMM INC | $49.22万 | 0.05% | 2,663 | -816 | -23.5% | -$15.08万 | 减仓 |
| PEP | PEPSICO INC | $48.55万 | 0.05% | 3,585 | -309 | -7.9% | -$4.18万 | 减仓 |
| DE | DEERE & CO | $48.32万 | 0.05% | 762 | -12 | -1.6% | -$7,609 | 减仓 |
| CB | CHUBB LIMITED | $47.85万 | 0.05% | 1,404 | -291 | -17.2% | -$9.92万 | 减仓 |
| — | EXCHANGE LISTED FDS TR | $46.83万 | 0.05% | 18,819 | 18,819 | — | $46.83万 | 新建仓 |
| FLEX | FLEX LTD | $46.43万 | 0.05% | 2,865 | 2,865 | — | $46.43万 | 新建仓 |
| HUBB | HUBBELL INC | $46.17万 | 0.05% | 882 | -46 | -5.0% | -$2.41万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $45.63万 | 0.05% | 13,456 | -279 | -2.0% | -$9,461 | 减仓 |
| LIN | LINDE PLC | $45.48万 | 0.05% | 876 | 3 | 0.3% | $1,557 | 加仓 |
| AIQ | GLOBAL X FDS | $43.67万 | 0.05% | 6,656 | 770 | 13.1% | $5.05万 | 重新持有 |
| ADI | ANALOG DEVICES INC | $43.67万 | 0.05% | 1,099 | -6 | -0.5% | -$2,384 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $42.56万 | 0.05% | 3,111 | -64 | -2.0% | -$8,755 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $42.51万 | 0.05% | 435 | -27 | -5.8% | -$2.64万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $42.13万 | 0.05% | 4,800 | -211 | -4.2% | -$1.85万 | 减仓 |
| BA | BOEING CO | $42.10万 | 0.05% | 1,945 | -100 | -4.9% | -$2.16万 | 减仓 |
| BRO | BROWN & BROWN INC | $42.02万 | 0.05% | 6,550 | 990 | 17.8% | $6.35万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $41.16万 | 0.05% | 298 | -12 | -3.9% | -$1.66万 | 减仓 |
| TMUS | T-MOBILE US INC | $41.01万 | 0.04% | 2,445 | 45 | 1.9% | $7,548 | 加仓 |
| IXUS | ISHARES TR | $40.61万 | 0.04% | 4,255 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $40.43万 | 0.04% | 2,726 | 311 | 12.9% | $4.61万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $40.28万 | 0.04% | 10,935 | 18 | 0.2% | $663 | 加仓 |
| — | SPINNAKER ETF SERIES | $39.60万 | 0.04% | 38,486 | 1,951 | 5.3% | $2.01万 | 加仓 |
| SNDK | SANDISK CORP | $38.43万 | 0.04% | 169 | 169 | — | $38.43万 | 新建仓 |
| WFC | WELLS FARGO & CO | $37.97万 | 0.04% | 4,595 | 796 | 21.0% | $6.58万 | 加仓 |
| PWR | QUANTA SVCS INC | $37.16万 | 0.04% | 516 | 9 | 1.8% | $6,481 | 加仓 |
| GILD | GILEAD SCIENCES INC | $37.14万 | 0.04% | 2,940 | 54 | 1.9% | $6,822 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $37.08万 | 0.04% | 859 | -741 | -46.3% | -$31.99万 | 减仓 |
| CTAS | CINTAS CORP | $37.05万 | 0.04% | 2,178 | -402 | -15.6% | -$6.84万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $36.28万 | 0.04% | 4,332 | 4 | 0.1% | $335 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $36.07万 | 0.04% | 1,881 | 21 | 1.1% | $4,027 | 加仓 |
| ES | EVERSOURCE ENERGY | $34.48万 | 0.04% | 4,771 | -11 | -0.2% | -$795 | 减仓 |
| ANET | ARISTA NETWORKS INC | $34.38万 | 0.04% | 2,024 | 160 | 8.6% | $2.72万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $34.37万 | 0.04% | 8,118 | -1,614 | -16.6% | -$6.83万 | 减仓 |
| ETN | EATON CORP PLC | $33.78万 | 0.04% | 793 | -17 | -2.1% | -$7,243 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $33.11万 | 0.04% | 674 | 18 | 2.7% | $8,843 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $32.59万 | 0.04% | 1,036 | 8 | 0.8% | $2,517 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.17万 | 0.04% | 5,583 | 497 | 9.8% | $2.86万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $32.06万 | 0.04% | 3,533 | 807 | 29.6% | $7.32万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $31.93万 | 0.03% | 803 | -182 | -18.5% | -$7.24万 | 减仓 |
| USB | US BANCORP | $31.89万 | 0.03% | 5,280 | 35 | 0.7% | $2,114 | 加仓 |
| VGT | VANGUARD WORLD FD | $31.88万 | 0.03% | 2,667 | 2,667 | — | $31.88万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $31.38万 | 0.03% | 3,830 | 9 | 0.2% | $737 | 加仓 |
| NOW | SERVICENOW INC | $30.98万 | 0.03% | 3,120 | -1,298 | -29.4% | -$12.89万 | 减仓 |
| SO | SOUTHERN CO | $30.47万 | 0.03% | 3,184 | -983 | -23.6% | -$9.41万 | 减仓 |
| DHR | DANAHER CORP DEL | $30.24万 | 0.03% | 1,588 | -97 | -5.8% | -$1.85万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $29.83万 | 0.03% | 3,254 | -108 | -3.2% | -$9,900 | 减仓 |
| MO | ALTRIA GROUP INC | $29.72万 | 0.03% | 4,131 | -2,591 | -38.5% | -$18.64万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $29.55万 | 0.03% | 10,204 | 5 | 0.0% | $145 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $28.77万 | 0.03% | 1,614 | 414 | 34.5% | $7.38万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $28.67万 | 0.03% | 3,753 | -34 | -0.9% | -$2,597 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $28.65万 | 0.03% | 562 | -14 | -2.4% | -$7,138 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $28.64万 | 0.03% | 2,128 | -161 | -7.0% | -$2.17万 | 减仓 |
| BX | BLACKSTONE INC | $28.62万 | 0.03% | 2,432 | 358 | 17.3% | $4.21万 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $28.07万 | 0.03% | 7,017 | -945 | -11.9% | -$3.78万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $28.07万 | 0.03% | 748 | -10 | -1.3% | -$3,753 | 减仓 |
| SNPS | SYNOPSYS INC | $27.34万 | 0.03% | 613 | 4 | 0.7% | $1,784 | 加仓 |
| UNM | UNUM GROUP | $27.11万 | 0.03% | 3,032 | 18 | 0.6% | $1,609 | 加仓 |
| MKSI | MKS INC. | $26.87万 | 0.03% | 604 | 604 | — | $26.87万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $26.81万 | 0.03% | 1,227 | 81 | 7.1% | $1.77万 | 加仓 |
| SHYG | ISHARES TR | $26.80万 | 0.03% | 6,319 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $26.69万 | 0.03% | 9,645 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $26.68万 | 0.03% | 2,197 | 5 | 0.2% | $607 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $26.57万 | 0.03% | 4,407 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $26.13万 | 0.03% | 1,694 | 3 | 0.2% | $463 | 加仓 |
| MPC | MARATHON PETE CORP | $26.04万 | 0.03% | 1,018 | 14 | 1.4% | $3,581 | 加仓 |
| VLO | VALERO ENERGY CORP | $26.00万 | 0.03% | 998 | 9 | 0.9% | $2,345 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $25.80万 | 0.03% | 4,000 | 4,000 | — | $25.80万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $25.39万 | 0.03% | 2,917 | 2,917 | — | $25.39万 | 新建仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $25.20万 | 0.03% | 2,326 | -1,445 | -38.3% | -$15.66万 | 重新持有 |
| D | DOMINION ENERGY INC | $25.03万 | 0.03% | 3,665 | 46 | 1.3% | $3,141 | 加仓 |
| GWW | WW GRAINGER INC | $24.95万 | 0.03% | 183 | -2 | -1.1% | -$2,727 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $24.49万 | 0.03% | 9,187 | -43 | -0.5% | -$1,146 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $24.18万 | 0.03% | 4,396 | 10 | 0.2% | $550 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $24.02万 | 0.03% | 2,603 | -171 | -6.2% | -$1.58万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $23.78万 | 0.03% | 2,629 | 1 | 0.0% | $90 | 加仓 |
| HCA | HCA HEALTHCARE INC | $23.75万 | 0.03% | 609 | -75 | -11.0% | -$2.92万 | 减仓 |
| DDOG | DATADOG INC | $23.74万 | 0.03% | 912 | -2,575 | -73.8% | -$67.04万 | 重新持有 |
| CVS | CVS HEALTH CORP | $23.72万 | 0.03% | 2,293 | 2,293 | — | $23.72万 | 新建仓 |
| MCK | MCKESSON CORP | $23.58万 | 0.03% | 312 | -158 | -33.6% | -$11.94万 | 减仓 |