J.P. Marvel Investment Advisors, LLC 13F 持仓 · 2026年Q2
J.P. Marvel Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 64 只证券，申报市值合计 8.71 亿美元。前几大持仓：NVDA（12.58%）、LRCX（7.98%）、LLY（7.69%）。本季前 25 大持仓中：增持 13 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $109.6M | 12.58% | 547,557 | 减持 |
| 2 | LRCX | LAM RESEARCH CORP | $69.6M | 7.98% | 160,505 | 减持 |
| 3 | LLY | ELI LILLY & CO | $67.0M | 7.69% | 55,847 | 增持 |
| 4 | GLW | CORNING INC | $64.9M | 7.45% | 254,244 | 减持 |
| 5 | GOOGL | ALPHABET INC | $63.6M | 7.30% | 177,868 | 增持 |
| 6 | AAPL | APPLE INC | $53.8M | 6.17% | 185,779 | 增持 |
| 7 | MS | MORGAN STANLEY | $41.4M | 4.75% | 197,896 | 增持 |
| 8 | JPM | JPMORGAN CHASE & CO | $36.2M | 4.16% | 110,715 | 增持 |
| 9 | AMZN | AMAZON COM INC | $30.7M | 3.53% | 128,857 | 增持 |
| 10 | CSCO | CISCO SYS INC | $22.3M | 2.56% | 190,035 | 增持 |
| 11 | V | VISA INC | $21.4M | 2.46% | 62,485 | 减持 |
| 12 | ABBV | ABBVIE INC | $20.2M | 2.32% | 80,375 | 增持 |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | $19.0M | 2.18% | 37,917 | 减持 |
| 14 | DE | DEERE & CO | $17.6M | 2.02% | 27,764 | 增持 |
| 15 | JNJ | JOHNSON & JOHNSON | $17.2M | 1.97% | 67,642 | 持平 |
| 16 | BAC | BANK OF AMER CORP | $15.8M | 1.81% | 277,005 | 增持 |
| 17 | MSFT | MICROSOFT CORP | $15.4M | 1.76% | 41,199 | 减持 |
| 18 | CAT | CATERPILLAR INC | $12.6M | 1.45% | 11,856 | 增持 |
| 19 | GE | GE AEROSPACE | $11.8M | 1.36% | 31,607 | 持平 |
| 20 | MMM | 3M CO | $11.1M | 1.27% | 68,565 | 减持 |
| 21 | BMY | BRISTOL-MYERS SQUIBB CO | $9.9M | 1.14% | 171,715 | 减持 |
| 22 | GEV | GE VERNOVA INC | $9.4M | 1.07% | 7,961 | 增持 |
| 23 | CRL | CHARLES RIV LABS INTL INC | $8.5M | 0.97% | 37,286 | 持平 |
| 24 | DELL | DELL TECHNOLOGIES INC | $8.0M | 0.92% | 18,489 | 增持 |
| 25 | CLH | CLEAN HARBORS INC | $7.1M | 0.82% | 23,908 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR