J.P. Marvel Investment Advisors, LLC
Boston MA · SEC CIK 0001426755
$7.05亿2026Q1 申报市值
60持仓数
60.5%前十大占比 · 第一大 13.7%
0 / 0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
BMY 加仓+$56.24万
EXXON MOBIL CORP 加仓+$45.35万
CVX 加仓+$43.04万
MRNA 加仓+$24.59万
MDT 加仓+$15.35万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$17.10万
ABT 减仓-$16.11万
NVDA 减仓-$12.07万
V 减仓-$7.28万
MS 减仓-$4.77万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DUK | DUKE ENERGY CORP NEW | $23.71万 | 0.03% | 1,811 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $28.45万 | 0.04% | 1,832 | -55 | -2.9% | -$8,541 | 减仓 |
| EFA | ISHARES TR | $29.81万 | 0.04% | 3,069 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $42.51万 | 0.06% | 6,295 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $73.98万 | 0.10% | 5,745 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $76.61万 | 0.11% | 20,247 | 0 | 0.0% | — | 不变 |
| — | DIGITALBRIDGE GROUP INC | $76.67万 | 0.11% | 49,721 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $82.75万 | 0.12% | 9,359 | -55 | -0.6% | -$4,863 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $102.97万 | 0.15% | 3,000 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $115.27万 | 0.16% | 4,600 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $130.41万 | 0.18% | 44,984 | 389 | 0.9% | $1.13万 | 加仓 |
| SYY | SYSCO CORP | $154.24万 | 0.22% | 21,624 | 190 | 0.9% | $1.36万 | 加仓 |
| HSY | HERSHEY CO | $166.31万 | 0.24% | 8,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $191.05万 | 0.27% | 6,660 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $197.25万 | 0.28% | 10,160 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $201.83万 | 0.29% | 6,521 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $225.22万 | 0.32% | 44,335 | 4,840 | 12.3% | $24.59万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $232.95万 | 0.33% | 3,582 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $235.08万 | 0.33% | 7,105 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $272.88万 | 0.39% | 48,461 | -550 | -1.1% | -$3.10万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $292.01万 | 0.41% | 14,386 | 9 | 0.1% | $1,827 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $300.06万 | 0.43% | 18,282 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $344.87万 | 0.49% | 28,670 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $350.76万 | 0.50% | 7,855 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $444.61万 | 0.63% | 21,489 | 2,080 | 10.7% | $43.04万 | 加仓 |
| KO | COCA COLA CO | $445.39万 | 0.63% | 58,566 | 1,458 | 2.6% | $11.09万 | 加仓 |
| MDT | MEDTRONIC PLC | $514.84万 | 0.73% | 59,416 | 1,771 | 3.1% | $15.35万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $527.59万 | 0.75% | 12,423 | -23 | -0.2% | -$9,768 | 减仓 |
| DHR | DANAHER CORP DEL | $534.29万 | 0.76% | 28,180 | -5 | -0.0% | -$948 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $561.28万 | 0.80% | 23,156 | 37 | 0.2% | $8,968 | 加仓 |
| PG | PROCTER & GAMBLE CO | $568.80万 | 0.81% | 39,380 | -50 | -0.1% | -$7,222 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $568.85万 | 0.81% | 17,746 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $612.32万 | 0.87% | 44,994 | -150 | -0.3% | -$2.04万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $643.18万 | 0.91% | 37,286 | 52 | 0.1% | $8,970 | 加仓 |
| EOG | EOG RES INC | $677.33万 | 0.96% | 46,851 | -310 | -0.7% | -$4.48万 | 减仓 |
| CLH | CLEAN HARBORS INC | $691.74万 | 0.98% | 24,125 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $692.73万 | 0.98% | 7,936 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $704.51万 | 1.00% | 68,619 | -1,569 | -2.2% | -$16.11万 | 减仓 |
| — | EXXON MOBIL CORP | $751.51万 | 1.07% | 44,295 | 2,673 | 6.4% | $45.35万 | 加仓 |
| CAT | CATERPILLAR INC | $831.31万 | 1.18% | 11,734 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $896.91万 | 1.27% | 31,607 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $1,010.64万 | 1.43% | 69,589 | -244 | -0.3% | -$3.54万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,050.93万 | 1.49% | 173,277 | 9,273 | 5.7% | $56.24万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,348.49万 | 1.91% | 276,613 | -714 | -0.3% | -$3.48万 | 减仓 |
| CSCO | CISCO SYS INC | $1,469.36万 | 2.08% | 189,375 | 155 | 0.1% | $1.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,526.29万 | 2.16% | 41,232 | -462 | -1.1% | -$17.10万 | 减仓 |
| DE | DEERE & CO | $1,560.57万 | 2.21% | 27,704 | 54 | 0.2% | $3.04万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,653.44万 | 2.34% | 67,642 | 17 | 0.0% | $4,155 | 加仓 |
| ABBV | ABBVIE INC | $1,747.16万 | 2.48% | 80,333 | 2 | 0.0% | $435 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,869.53万 | 2.65% | 38,035 | -85 | -0.2% | -$4.18万 | 减仓 |
| V | VISA INC | $1,890.81万 | 2.68% | 62,560 | -241 | -0.4% | -$7.28万 | 减仓 |
| AMZN | AMAZON COM INC | $2,681.08万 | 3.80% | 128,731 | -36 | -0.0% | -$7,498 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,251.67万 | 4.61% | 110,541 | -146 | -0.1% | -$4.29万 | 减仓 |
| MS | MORGAN STANLEY | $3,256.40万 | 4.62% | 197,873 | -290 | -0.1% | -$4.77万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $3,509.22万 | 4.98% | 164,243 | -45 | -0.0% | -$9,615 | 减仓 |
| GLW | CORNING INC | $3,520.05万 | 4.99% | 258,884 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $4,711.03万 | 6.68% | 185,627 | -25 | -0.0% | -$6,345 | 减仓 |
| GOOGL | ALPHABET INC | $5,103.30万 | 7.24% | 177,469 | -34 | -0.0% | -$9,777 | 减仓 |
| LLY | ELI LILLY & CO | $5,110.79万 | 7.25% | 55,566 | -49 | -0.1% | -$4.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $9,630.09万 | 13.66% | 552,184 | -692 | -0.1% | -$12.07万 | 减仓 |