小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
MJP ASSOCIATES INC /ADV 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MJP ASSOCIATES INC /ADV
报告期 2026-03-31 · CIK 0000715113
持仓数
231
前50大市值合计
$734.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 18
增持 81
减持 39
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$4.6M
153,546
+15%
增持
NVDA
NVIDIA CORPORATION
+$2.6M
79,987
+895%
增持
JAAA
JANUS DETROIT STR TR
+$2.6M
249,563
+25%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$2.5M
363,661
+15%
增持
MINT
PIMCO ETF TR
+$2.4M
189,693
+14%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.2M
238,025
-5%
减持
IEF
ISHARES TR
-$1.3M
348,060
-3%
增持
IWF
ISHARES TR
+$1.1M
38,765
+0%
增持
GOOGL
ALPHABET INC
+$1.1M
24,681
+10%
增持
MSFT
MICROSOFT CORP
+$1.1M
21,902
+6%
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.1M
23,530
+187%
清仓
HUBB
HUBBELL INC
-$1.1M
0
-100%
减持
AVUV
AMERICAN CENTY ETF TR
-$1.0M
157,735
-3%
减持
VOO
VANGUARD INDEX FDS
+$1.0M
150,944
-3%
增持
AMZN
AMAZON COM INC
+$784.0K
30,689
+8%
减持
CHE
CHEMED CORP NEW
-$772.6K
488
-70%
建仓
AME
AMETEK INC
+$674.0K
4,043
减持
HDV
ISHARES TR
-$669.8K
46,417
-10%
增持
VTI
VANGUARD INDEX FDS
+$610.9K
51,702
+2%
清仓
WMG
WARNER MUSIC GROUP CORP
-$557.6K
0
-100%
增持
ISTB
ISHARES TR
+$489.2K
113,712
+10%
清仓
OWL
BLUE OWL CAPITAL INC
-$475.4K
0
-100%
建仓
COO
COOPER COS INC
+$407.7K
4,670
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$395.7K
97,375
-5%
增持
LLY
ELI LILLY & CO
+$390.2K
3,004
+0%
建仓
SPY
SPDR S&P 500 ETF TR
+$381.9K
702
减持
AMT
AMERICAN TOWER CORP NEW
-$378.5K
1,141
-62%
建仓
WDAY
WORKDAY INC
+$366.6K
1,640
增持
FBND
FIDELITY MERRIMACK STR TR
+$360.1K
224,844
+5%
减持
JNJ
JOHNSON & JOHNSON
-$338.2K
6,291
-21%
增持
META
META PLATFORMS INC
+$325.2K
5,097
+10%
减持
GOOG
ALPHABET INC
+$271.9K
9,568
-2%
建仓
QQQ
INVESCO QQQ TR
+$259.1K
541
增持
ABNB
AIRBNB INC
+$255.0K
3,594
+104%
增持
AVGO
BROADCOM INC
+$250.9K
446
+27%
清仓
PSX
PHILLIPS 66
-$247.4K
0
-100%
建仓
EXPO
EXPONENT INC
+$246.1K
2,588
建仓
HDB
HDFC BANK LTD
+$246.0K
3,824
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$245.2K
2,791
减持
MCD
MCDONALDS CORP
-$243.0K
2,626
-19%
清仓
ANSS
ANSYS INC
-$237.8K
0
-100%
减持
QYLD
GLOBAL X FDS
-$234.7K
171,485
-6%
清仓
NSC
NORFOLK SOUTHN CORP
-$229.6K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$229.1K
598
建仓
ESGU
ISHARES TR
+$225.0K
1,886
建仓
TJX
TJX COS INC NEW
+$220.3K
2,001
建仓
ISRG
INTUITIVE SURGICAL INC
+$217.5K
489
增持
KKR
KKR & CO INC
+$215.6K
7,273
+33%
建仓
—
NXP SEMICONDUCTORS N V
+$215.0K
799
清仓
BIL
SPDR SER TR
-$213.5K
0
-100%
清仓
SMG
SCOTTS MIRACLE-GRO CO
-$212.7K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$206.9K
0
-100%
清仓
LOW
LOWES COS INC
-$206.3K
0
-100%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$206.2K
4,407
建仓
SNPS
SYNOPSYS INC
+$205.9K
346
增持
TSLA
TESLA INC
+$205.8K
4,542
+15%
建仓
CL
COLGATE PALMOLIVE CO
+$205.1K
2,113
增持
VUG
VANGUARD INDEX FDS
+$204.7K
6,854
+0%
建仓
ELV
ELEVANCE HEALTH INC
+$203.8K
376
建仓
VTV
VANGUARD INDEX FDS
+$203.5K
1,269
清仓
CMI
CUMMINS INC
-$202.2K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$200.8K
0
-100%
减持
TCHP
T ROWE PRICE ETF INC
+$198.1K
258,641
-7%
增持
KLAC
KLA CORP
+$188.6K
848
+16%
减持
PANW
PALO ALTO NETWORKS INC
-$164.3K
1,501
-37%
增持
—
EXXON MOBIL CORP
+$161.9K
9,260
+19%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$161.4K
3,391
+8%
增持
PGR
PROGRESSIVE CORP
+$160.1K
3,446
+28%
增持
FWONK
LIBERTY MEDIA CORP DEL
+$155.4K
18,265
+4%
增持
MPWR
MONOLITHIC PWR SYS INC
+$153.9K
882
+5%
增持
NOW
SERVICENOW INC
+$149.8K
1,429
+12%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$147.8K
12,798
+5588%
增持
DHR
DANAHER CORPORATION
+$146.0K
6,041
+11%
增持
AJG
GALLAGHER ARTHUR J & CO
+$137.0K
2,558
+22%
增持
TER
TERADYNE INC
+$134.2K
3,383
+4%
减持
INTC
INTEL CORP
-$133.6K
8,681
-5%
减持
HD
HOME DEPOT INC
-$129.1K
3,189
-0%
增持
SPTM
SPDR SER TR
+$128.2K
44,574
+1%
增持
CLH
CLEAN HARBORS INC
+$127.9K
4,734
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$126.5K
6,819
-0%
增持
DIS
DISNEY WALT CO
-$125.3K
6,948
+4%
增持
QCOM
QUALCOMM INC
+$121.1K
2,438
+13%
增持
NVO
NOVO-NORDISK A S
+$120.8K
4,863
+9%
增持
APD
AIR PRODS & CHEMS INC
+$116.5K
2,081
+20%
增持
WMB
WILLIAMS COS INC
+$115.8K
9,775
+27%
增持
JBL
JABIL INC
+$114.5K
8,319
+41%
增持
INTU
INTUIT
+$112.0K
1,700
+10%
减持
CACI
CACI INTL INC
+$108.2K
2,833
-3%
增持
NFLX
NETFLIX INC
+$108.2K
693
+17%
减持
CSCO
CISCO SYS INC
-$106.7K
9,307
-15%
增持
SMH
VANECK ETF TRUST
+$104.5K
1,509
+18%
减持
JPM
JPMORGAN CHASE & CO.
-$102.2K
13,956
-4%
减持
WAB
WABTEC
-$97.3K
2,834
-24%
减持
AMD
ADVANCED MICRO DEVICES INC
-$97.3K
3,010
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$97.0K
4,740
-2%
减持
—
ACCENTURE PLC IRELAND
-$95.0K
1,615
-4%
增持
TXN
TEXAS INSTRS INC
+$91.1K
3,094
+6%
增持
PG
PROCTER AND GAMBLE CO
+$90.6K
7,606
+6%
增持
UBER
UBER TECHNOLOGIES INC
+$89.4K
10,187
+23%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$89.2K
14,661
+7%
增持
APG
API GROUP CORP
+$88.7K
29,526
+13%
减持
IT
GARTNER INC
-$88.4K
890
-13%
减持
WMT
WALMART INC
+$87.3K
18,759
-5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$87.1K
139,125
+3%
减持
RC
READY CAPITAL CORP
-$85.7K
31,511
-16%
增持
APH
AMPHENOL CORP NEW
+$85.1K
7,107
+108%
增持
SPYM
SPDR SER TR
+$84.8K
7,634
+16%
增持
UNH
UNITEDHEALTH GROUP INC
+$83.7K
2,584
+4%
增持
IVV
ISHARES TR
+$83.4K
2,587
+2%
增持
POOL
POOL CORP
-$81.8K
1,198
+7%
减持
PEP
PEPSICO INC
-$77.7K
4,579
-4%
增持
—
ASML HOLDING N V
+$77.2K
567
+9%
增持
MRK
MERCK & CO INC
-$76.8K
12,794
+2%
增持
CBRE
CBRE GROUP INC
+$76.1K
9,731
+20%
增持
TGT
TARGET CORP
+$75.9K
3,966
+37%
增持
VLTO
VERALTO CORP
+$75.7K
4,248
+14%
减持
ABBV
ABBVIE INC
-$75.2K
4,763
-3%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$74.7K
1,707
+6%
减持
CI
THE CIGNA GROUP
-$73.5K
791
-14%
增持
VRSK
VERISK ANALYTICS INC
+$72.1K
1,665
+4%
增持
SPSM
SPDR SER TR
+$72.0K
122,961
+5%
减持
AMGN
AMGEN INC
+$69.6K
2,876
-1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$67.4K
628
+16%
增持
CCK
CROWN HLDGS INC
+$66.8K
12,566
+15%
增持
QUAL
ISHARES TR
+$66.7K
2,256
+16%
增持
LII
LENNOX INTL INC
+$66.0K
958
+5%
增持
NEE
NEXTERA ENERGY INC
+$65.6K
5,185
+10%
增持
KO
COCA COLA CO
+$62.4K
11,259
+5%
增持
CARR
CARRIER GLOBAL CORPORATION
+$60.9K
7,459
+6%
增持
PM
PHILIP MORRIS INTL INC
+$60.7K
4,414
+5%
增持
V
VISA INC
+$58.0K
6,507
+10%
减持
FICO
FAIR ISAAC CORP
+$57.5K
251
-1%
增持
DG
DOLLAR GEN CORP NEW
+$57.1K
3,956
+32%
减持
MGC
VANGUARD WORLD FD
+$57.0K
5,597
-0%
减持
IDV
ISHARES TR
-$54.9K
7,745
-19%
减持
COST
COSTCO WHSL CORP NEW
+$52.8K
1,770
-11%
增持
SAIA
SAIA INC
-$52.5K
659
+6%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$52.4K
2,446
+9%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$52.3K
2,875
+7%
增持
T
AT&T INC
+$51.2K
22,415
+5%
增持
ECL
ECOLAB INC
+$50.0K
1,931
+9%
增持
ROL
ROLLINS INC
+$48.0K
7,467
+9%
减持
ADBE
ADOBE INC
+$47.7K
1,125
-2%
增持
SWK
STANLEY BLACK & DECKER INC
-$47.6K
2,663
+0%
减持
CRM
SALESFORCE INC
-$47.5K
934
-2%
增持
—
TRANE TECHNOLOGIES PLC
+$47.3K
997
+7%
减持
FPE
FIRST TR EXCH TRADED FD III
-$46.2K
43,312
-6%
减持
BX
BLACKSTONE INC
-$43.7K
4,520
-2%
增持
VYM
VANGUARD WHITEHALL FDS
-$43.6K
24,567
+1%
增持
LPLA
LPL FINL HLDGS INC
+$43.4K
1,522
+5%
