J.P. Marvel Investment Advisors, LLC
Boston MA · SEC CIK 0001426755
$8.71亿2026Q2 申报市值
64持仓数
64.2%前十大占比 · 第一大 12.6%
5 / 1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
LLY 加仓+$33.70万
RTX 新建仓+$29.60万
VSLU 新建仓+$23.30万
FAST 新建仓+$22.09万
IEFA 新建仓+$20.57万
2026Q2 卖出最多 按季末市值估算
LRCX 减仓-$161.98万
GOOG 减仓-$131.79万
GLW 减仓-$118.52万
NVDA 减仓-$92.58万
DIGITALBRIDGE GR 清仓-$76.67万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.10亿 | 12.58% | 547,557 | -4,627 | -0.8% | -$92.58万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $6,955.16万 | 7.98% | 160,505 | -3,738 | -2.3% | -$161.98万 | 减仓 |
| LLY | ELI LILLY & CO | $6,698.46万 | 7.69% | 55,847 | 281 | 0.5% | $33.70万 | 加仓 |
| GLW | CORNING INC | $6,494.15万 | 7.45% | 254,244 | -4,640 | -1.8% | -$118.52万 | 减仓 |
| GOOGL | ALPHABET INC | $6,356.47万 | 7.30% | 177,868 | 399 | 0.2% | $14.26万 | 加仓 |
| AAPL | APPLE INC | $5,375.70万 | 6.17% | 185,779 | 152 | 0.1% | $4.40万 | 加仓 |
| MS | MORGAN STANLEY | $4,136.82万 | 4.75% | 197,896 | 23 | 0.0% | $4,808 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,624.03万 | 4.16% | 110,715 | 174 | 0.2% | $5.70万 | 加仓 |
| AMZN | AMAZON COM INC | $3,071.18万 | 3.53% | 128,857 | 126 | 0.1% | $3.00万 | 加仓 |
| CSCO | CISCO SYS INC | $2,232.15万 | 2.56% | 190,035 | 660 | 0.3% | $7.75万 | 加仓 |
| V | VISA INC | $2,143.80万 | 2.46% | 62,485 | -75 | -0.1% | -$2.57万 | 减仓 |
| ABBV | ABBVIE INC | $2,022.56万 | 2.32% | 80,375 | 42 | 0.1% | $1.06万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,901.01万 | 2.18% | 37,917 | -118 | -0.3% | -$5.92万 | 减仓 |
| DE | DEERE & CO | $1,761.15万 | 2.02% | 27,764 | 60 | 0.2% | $3.81万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,717.90万 | 1.97% | 67,642 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $1,578.37万 | 1.81% | 277,005 | 392 | 0.1% | $2.23万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,536.81万 | 1.76% | 41,199 | -33 | -0.1% | -$1.23万 | 减仓 |
| CAT | CATERPILLAR INC | $1,262.55万 | 1.45% | 11,856 | 122 | 1.0% | $12.99万 | 加仓 |
| GE | GE AEROSPACE | $1,181.25万 | 1.36% | 31,607 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $1,110.14万 | 1.27% | 68,565 | -1,024 | -1.5% | -$16.58万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $989.42万 | 1.14% | 171,715 | -1,562 | -0.9% | -$9.00万 | 减仓 |
| GEV | GE VERNOVA INC | $935.31万 | 1.07% | 7,961 | 25 | 0.3% | $2.94万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $845.61万 | 0.97% | 37,286 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $797.73万 | 0.92% | 18,489 | 207 | 1.1% | $8.93万 | 加仓 |
| CLH | CLEAN HARBORS INC | $714.25万 | 0.82% | 23,908 | -217 | -0.9% | -$6.48万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $694.76万 | 0.80% | 12,393 | -30 | -0.2% | -$1.68万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $650.83万 | 0.75% | 23,144 | -12 | -0.1% | -$3,375 | 减仓 |
| EOG | EOG RES INC | $609.03万 | 0.70% | 46,946 | 95 | 0.2% | $1.23万 | 加仓 |
| — | EXXON MOBIL CORP | $604.99万 | 0.69% | 44,250 | -45 | -0.1% | -$6,152 | 减仓 |
| ABT | ABBOTT LABORATORIES | $603.19万 | 0.69% | 66,474 | -2,145 | -3.1% | -$19.46万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $584.48万 | 0.67% | 16,975 | -771 | -4.3% | -$26.55万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $581.37万 | 0.67% | 39,646 | 266 | 0.7% | $3.90万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $573.74万 | 0.66% | 43,604 | -1,390 | -3.1% | -$18.29万 | 减仓 |
| DHR | DANAHER CORP DEL | $535.34万 | 0.61% | 28,105 | -75 | -0.3% | -$1.43万 | 减仓 |
| KO | COCA COLA CO | $475.71万 | 0.55% | 58,535 | -31 | -0.1% | -$2,519 | 减仓 |
| MDT | MEDTRONIC PLC | $464.28万 | 0.53% | 59,348 | -68 | -0.1% | -$5,320 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $387.95万 | 0.45% | 7,810 | -45 | -0.6% | -$2.24万 | 减仓 |
| MRK | MERCK & CO INC | $368.41万 | 0.42% | 28,670 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $360.49万 | 0.41% | 49,146 | 685 | 1.4% | $5.02万 | 加仓 |
| CVX | CHEVRON CORPORATION | $357.28万 | 0.41% | 21,554 | 65 | 0.3% | $1.08万 | 加仓 |
| MRNA | MODERNA INC | $318.88万 | 0.37% | 45,535 | 1,200 | 2.7% | $8.40万 | 加仓 |
| TXN | TEXAS INSTRS INC | $302.84万 | 0.35% | 10,160 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $267.49万 | 0.31% | 3,582 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $250.60万 | 0.29% | 6,634 | 113 | 1.7% | $4.27万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $222.70万 | 0.26% | 14,356 | -30 | -0.2% | -$4,654 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $213.88万 | 0.25% | 7,105 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $180.73万 | 0.21% | 21,624 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $158.91万 | 0.18% | 4,746 | 146 | 3.2% | $4.89万 | 加仓 |
| HSY | HERSHEY CO | $140.36万 | 0.16% | 8,000 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $106.27万 | 0.12% | 3,000 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $106.16万 | 0.12% | 5,745 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $103.53万 | 0.12% | 2,930 | -3,730 | -56.0% | -$131.79万 | 减仓 |
| T | AT&T INC | $93.12万 | 0.11% | 44,984 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $81.16万 | 0.09% | 9,152 | -207 | -2.2% | -$1.84万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $77.52万 | 0.09% | 21,089 | 842 | 4.2% | $3.10万 | 加仓 |
| IJH | ISHARES TR | $51.43万 | 0.06% | 6,670 | 375 | 6.0% | $2.89万 | 加仓 |
| EFA | ISHARES TR | $31.88万 | 0.04% | 3,069 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $29.60万 | 0.03% | 1,560 | 1,560 | — | $29.60万 | 新建仓 |
| PEP | PEPSICO INC | $24.81万 | 0.03% | 1,832 | 0 | 0.0% | — | 不变 |
| VSLU | ETF OPPORTUNITIES TRUST | $23.30万 | 0.03% | 5,038 | 5,038 | — | $23.30万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $22.92万 | 0.03% | 1,811 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $22.09万 | 0.03% | 4,600 | 4,600 | — | $22.09万 | 新建仓 |
| IEFA | ISHARES TR | $20.57万 | 0.02% | 2,130 | 2,130 | — | $20.57万 | 新建仓 |
| HD | HOME DEPOT INC | $20.35万 | 0.02% | 577 | 577 | — | $20.35万 | 新建仓 |
| — | DIGITALBRIDGE GROUP INC | $0 | 0.00% | 0 | -49,721 | -100.0% | -$76.67万 | 清仓 |