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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $9,828.73万 | 10.75% | 143,107 | 6,110 | 4.5% | $419.64万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $6,470.11万 | 7.08% | 273,439 | 5,067 | 1.9% | $119.90万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $5,816.65万 | 6.36% | 1,152,040 | 9,111 | 0.8% | $46.00万 | 加仓 |
| MINT | PIMCO ETF TR | $5,664.18万 | 6.20% | 561,867 | -5,902 | -1.0% | -$59.50万 | 减仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $4,855.60万 | 5.31% | 969,375 | 15,398 | 1.6% | $77.13万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $4,727.15万 | 5.17% | 903,162 | 9,667 | 1.1% | $50.60万 | 加仓 |
| AAPL | APPLE INC | $4,074.83万 | 4.46% | 140,822 | 1,308 | 0.9% | $37.85万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $3,627.36万 | 3.97% | 1,083,118 | -37,577 | -3.4% | -$125.85万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,102.17万 | 3.39% | 832,574 | -116,896 | -12.3% | -$435.55万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,302.22万 | 2.52% | 115,059 | 5,676 | 5.2% | $113.57万 | 加仓 |
| IWF | ISHARES TR | $2,229.11万 | 2.44% | 179,521 | 6,785 | 3.9% | $84.25万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,915.25万 | 2.09% | 268,808 | -30,791 | -10.3% | -$219.39万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,887.81万 | 2.06% | 51,016 | 235 | 0.5% | $8.70万 | 加仓 |
| HGER | HARBOR ETF TRUST | $1,503.05万 | 1.64% | 512,286 | 24,762 | 5.1% | $72.65万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $1,462.72万 | 1.60% | 137,590 | 7,251 | 5.6% | $77.09万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,419.23万 | 1.55% | 113,757 | -416 | -0.4% | -$5.19万 | 减仓 |
| SGVT | SCHWAB STRATEGIC TR | $1,384.47万 | 1.51% | 137,430 | -31,732 | -18.8% | -$319.67万 | 减仓 |
| PYLD | PIMCO ETF TR | $1,297.72万 | 1.42% | 489,335 | 19,660 | 4.2% | $52.14万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,123.83万 | 1.23% | 139,485 | 5,173 | 3.9% | $41.68万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,123.07万 | 1.23% | 116,393 | 205 | 0.2% | $1.98万 | 加仓 |
| GOOGL | ALPHABET INC | $1,062.75万 | 1.16% | 29,738 | -165 | -0.6% | -$5.90万 | 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 |
| MSFT | MICROSOFT CORP | $896.66万 | 0.98% | 24,038 | -2,969 | -11.0% | -$110.75万 | 减仓 |
| AMZN | AMAZON COM INC | $875.97万 | 0.96% | 36,753 | -1,311 | -3.4% | -$31.25万 | 减仓 |
| ISPY | PROSHARES TR | $867.12万 | 0.95% | 179,938 | 9,939 | 5.8% | $47.90万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $773.22万 | 0.85% | 130,370 | 5,602 | 4.5% | $33.23万 | 加仓 |
| GOOG | ALPHABET INC | $756.96万 | 0.83% | 21,423 | 9,398 | 78.2% | $332.07万 | 加仓 |
| HDV | ISHARES TR | $692.01万 | 0.76% | 252,467 | -613 | -0.2% | -$1.68万 | 减仓 |
| IEMG | ISHARES INC | $615.65万 | 0.67% | 74,318 | 5,660 | 8.2% | $46.89万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $579.58万 | 0.63% | 100,499 | 3,331 | 3.4% | $19.21万 | 加仓 |
| AVGO | BROADCOM INC | $535.58万 | 0.59% | 14,178 | 4,479 | 46.2% | $169.20万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $497.67万 | 0.54% | 15,204 | -612 | -3.9% | -$20.03万 | 减仓 |
| LLY | ELI LILLY & CO | $459.85万 | 0.50% | 3,834 | 102 | 2.7% | $12.23万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $441.16万 | 0.48% | 48,592 | -530 | -1.1% | -$4.81万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $428.46万 | 0.47% | 49,741 | 5,449 | 12.3% | $46.94万 | 加仓 |
| META | META PLATFORMS INC | $425.22万 | 0.47% | 7,549 | -257 | -3.3% | -$14.48万 | 减仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $419.70万 | 0.46% | 78,670 | 8,587 | 12.3% | $45.81万 | 加仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $378.95万 | 0.41% | 67,961 | 8,457 | 14.2% | $47.16万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $344.07万 | 0.38% | 21,772 | -405 | -1.8% | -$6.40万 | 减仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $341.26万 | 0.37% | 71,491 | -11,777 | -14.1% | -$56.22万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $333.22万 | 0.36% | 2,887 | 476 | 19.7% | $54.94万 | 加仓 |
| TSLA | TESLA INC | $313.26万 | 0.34% | 7,448 | 709 | 10.5% | $29.82万 | 加仓 |
| CAT | CATERPILLAR INC | $307.37万 | 0.34% | 2,886 | 1,548 | 115.7% | $164.87万 | 加仓 |
| WMT | WALMART INC | $262.79万 | 0.29% | 23,202 | 250 | 1.1% | $2.83万 | 加仓 |
| IVV | ISHARES TR | $247.05万 | 0.27% | 3,299 | -28 | -0.8% | -$2.10万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $243.04万 | 0.27% | 4,857 | -59 | -1.2% | -$2.95万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $231.79万 | 0.25% | 52,252 | 21 | 0.0% | $932 | 加仓 |
| — | PROSHARES TR | $231.17万 | 0.25% | 49,228 | 4,529 | 10.1% | $21.27万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $227.43万 | 0.25% | 3,915 | 1,003 | 34.4% | $58.27万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $214.09万 | 0.23% | 10,062 | -242 | -2.3% | -$5.15万 | 减仓 |
| MRK | MERCK & CO INC | $206.71万 | 0.23% | 16,086 | -521 | -3.1% | -$6.69万 | 减仓 |
| ABBV | ABBVIE INC | $205.11万 | 0.22% | 8,151 | 159 | 2.0% | $4.00万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $199.04万 | 0.22% | 7,837 | 463 | 6.3% | $11.76万 | 加仓 |
| RTX | RTX CORPORATION | $195.76万 | 0.21% | 10,318 | -1,584 | -13.3% | -$30.05万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $192.31万 | 0.21% | 2,056 | -151 | -6.8% | -$14.12万 | 减仓 |
| V | VISA INC | $191.63万 | 0.21% | 5,585 | 766 | 15.9% | $26.28万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $177.54万 | 0.19% | 6,314 | -1,169 | -15.6% | -$32.87万 | 减仓 |
| GE | GE AEROSPACE | $173.97万 | 0.19% | 4,655 | -1,139 | -19.7% | -$42.57万 | 减仓 |
| INTC | INTEL CORP | $171.73万 | 0.19% | 12,299 | 433 | 3.6% | $6.05万 | 加仓 |
| MGC | VANGUARD WORLD FD | $168.52万 | 0.18% | 6,159 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $166.45万 | 0.18% | 4,005 | 243 | 6.5% | $10.10万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $157.71万 | 0.17% | 7,237 | 1,868 | 34.8% | $40.71万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $150.56万 | 0.16% | 2,931 | -180 | -5.8% | -$9.25万 | 减仓 |
| RDDT | REDDIT INC | $149.09万 | 0.16% | 8,589 | -70 | -0.8% | -$1.22万 | 减仓 |
| BAC | BANK OF AMER CORP | $148.47万 | 0.16% | 26,056 | -1,550 | -5.6% | -$8.83万 | 减仓 |
| — | EXXON MOBIL CORP | $147.41万 | 0.16% | 10,782 | -5,678 | -34.5% | -$77.63万 | 减仓 |
| APH | AMPHENOL CORP | $145.24万 | 0.16% | 8,237 | -1,201 | -12.7% | -$21.18万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $142.42万 | 0.16% | 3,287 | 873 | 36.2% | $37.83万 | 加仓 |
| ASML | ASML HLDG NV | $142.12万 | 0.16% | 714 | -19 | -2.6% | -$3.78万 | 减仓 |
| GEV | GE VERNOVA INC | $139.51万 | 0.15% | 1,187 | -117 | -9.0% | -$13.75万 | 减仓 |
| CSCO | CISCO SYS INC | $136.73万 | 0.15% | 11,640 | -696 | -5.6% | -$8.18万 | 减仓 |
| AMAT | APPLIED MATLS INC | $133.35万 | 0.15% | 1,844 | 538 | 41.2% | $38.91万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $128.87万 | 0.14% | 3,779 | 468 | 14.1% | $15.96万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $121.14万 | 0.13% | 8,261 | -720 | -8.0% | -$10.56万 | 减仓 |
| KO | COCA COLA CO | $120.33万 | 0.13% | 14,806 | -956 | -6.1% | -$7.77万 | 减仓 |
| SMH | VANECK ETF TRUST | $116.75万 | 0.13% | 1,780 | -250 | -12.3% | -$16.40万 | 减仓 |
| HD | HOME DEPOT INC | $116.75万 | 0.13% | 3,310 | -331 | -9.1% | -$11.67万 | 减仓 |
| QQQ | INVESCO QQQ TR | $114.01万 | 0.12% | 1,548 | 617 | 66.3% | $45.44万 | 加仓 |
| TXN | TEXAS INSTRS INC | $103.19万 | 0.11% | 3,462 | 209 | 6.4% | $6.23万 | 加仓 |
| VB | VANGUARD INDEX FDS | $101.39万 | 0.11% | 3,345 | -2 | -0.1% | -$606 | 减仓 |
| KLAC | KLA CORP | $98.12万 | 0.11% | 3,252 | -28 | -0.9% | -$8,448 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $92.59万 | 0.10% | 5,118 | -382 | -6.9% | -$6.91万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $90.53万 | 0.10% | 1,212 | 235 | 24.1% | $17.55万 | 加仓 |
| CVX | CHEVRON CORPORATION | $83.55万 | 0.09% | 5,040 | -580 | -10.3% | -$9.61万 | 减仓 |
| AMGN | AMGEN INC | $82.79万 | 0.09% | 2,286 | -315 | -12.1% | -$11.41万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $81.31万 | 0.09% | 1,703 | -559 | -24.7% | -$26.69万 | 减仓 |
| NFLX | NETFLIX INC. | $79.56万 | 0.09% | 11,143 | -1,224 | -9.9% | -$8.74万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $77.95万 | 0.09% | 12,209 | 4 | 0.0% | $255 | 加仓 |
| ORCL | ORACLE CORP | $77.72万 | 0.09% | 5,303 | 553 | 11.6% | $8.10万 | 加仓 |
| MS | MORGAN STANLEY | $75.04万 | 0.08% | 3,590 | -348 | -8.8% | -$7.27万 | 减仓 |
| GLW | CORNING INC | $72.27万 | 0.08% | 2,829 | -165 | -5.5% | -$4.21万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $70.73万 | 0.08% | 39,561 | 859 | 2.2% | $1.54万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $70.33万 | 0.08% | 729 | -16 | -2.1% | -$1.54万 | 减仓 |
| VOTE | TCW ETF TRUST | $69.96万 | 0.08% | 7,935 | -216 | -2.6% | -$1.90万 | 减仓 |
| WMB | WILLIAMS COS INC | $67.31万 | 0.07% | 9,054 | -37 | -0.4% | -$2,751 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $66.75万 | 0.07% | 1,045 | 62 | 6.3% | $3.96万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $65.74万 | 0.07% | 2,207 | -3,429 | -60.8% | -$102.13万 | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC | $65.63万 | 0.07% | 860 | -10 | -1.1% | -$7,631 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $64.31万 | 0.07% | 636 | 101 | 18.9% | $10.21万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $62.32万 | 0.07% | 17,250 | 452 | 2.7% | $1.63万 | 加仓 |