Murphy Pohlad Asset Management LLC
EDEN PRAIRIE MN · SEC CIK 0001569148
$2.79亿2026Q1 申报市值
134持仓数
26.2%前十大占比 · 第一大 3.3%
11 / 3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
VSNT 新建仓+$333.26万
IQV 新建仓+$165.03万
CNQ 新建仓+$163.50万
VUG 新建仓+$55.69万
FISV 加仓+$55.52万
2026Q1 卖出最多 按季末市值估算
CCJ 减仓-$77.71万
AEM 减仓-$75.91万
INTC 减仓-$61.70万
KMB 减仓-$59.81万
CELC 减仓-$53.65万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -899 | -100.0% | -$24.74万 | 清仓 |
| SKE | SKEENA RES LTD NEW | $0 | 0.00% | 0 | -8,700 | -100.0% | -$20.65万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$8.34万 | 清仓 |
| — | ARQ INC | $2.97万 | 0.01% | 11,600 | 0 | 0.0% | — | 不变 |
| — | LEE ENTERPRISES INC | $9.82万 | 0.04% | 11,400 | -800 | -6.6% | -$6,888 | 重新持有 |
| AHRT | AH RLTY TR INC | $11.02万 | 0.04% | 20,040 | 9,000 | 81.5% | $4.95万 | 加仓 |
| CNH | CNH INDL N V | $19.91万 | 0.07% | 18,100 | -5,800 | -24.3% | -$6.38万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.38万 | 0.07% | 603 | 603 | — | $20.38万 | 新建仓 |
| DEO | DIAGEO PLC | $21.42万 | 0.08% | 2,877 | -75 | -2.5% | -$5,584 | 减仓 |
| TDW | TIDEWATER INC NEW | $21.64万 | 0.08% | 2,590 | 2,590 | — | $21.64万 | 新建仓 |
| CELC | CELCUITY INC | $21.69万 | 0.08% | 1,900 | -4,700 | -71.2% | -$53.65万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $23.20万 | 0.08% | 3,619 | 3,619 | — | $23.20万 | 新建仓 |
| EOG | EOG RES INC | $23.64万 | 0.08% | 1,635 | 1,635 | — | $23.64万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $23.84万 | 0.09% | 4,920 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $25.49万 | 0.09% | 392 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC | $25.72万 | 0.09% | 1,800 | 1,800 | — | $25.72万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $27.35万 | 0.10% | 1,466 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $28.89万 | 0.10% | 9,836 | 1,020 | 11.6% | $3.00万 | 加仓 |
| AVGO | BROADCOM INC | $30.02万 | 0.11% | 970 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $30.06万 | 0.11% | 1,650 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP | $30.22万 | 0.11% | 198,800 | 0 | 0.0% | — | 不变 |
| KOPN | KOPIN CORP | $30.51万 | 0.11% | 135,600 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $30.60万 | 0.11% | 420 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $31.26万 | 0.11% | 6,280 | 500 | 8.7% | $2.49万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $31.27万 | 0.11% | 3,046 | -183 | -5.7% | -$1.88万 | 减仓 |
| GLW | CORNING INC | $31.95万 | 0.11% | 2,350 | 2,350 | — | $31.95万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $32.48万 | 0.12% | 326 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $34.13万 | 0.12% | 3,858 | 1,200 | 45.1% | $10.62万 | 加仓 |
| OSUR | ORASURE TECHNOLOGIES INC | $34.76万 | 0.12% | 115,867 | 1,000 | 0.9% | $3,000 | 加仓 |
| VBR | VANGUARD INDEX FDS | $35.28万 | 0.13% | 1,624 | 241 | 17.4% | $5.24万 | 加仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $35.31万 | 0.13% | 35,200 | -21,600 | -38.0% | -$21.66万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $35.55万 | 0.13% | 1,653 | 55 | 3.4% | $1.18万 | 加仓 |
| ENB | ENBRIDGE INC | $35.61万 | 0.13% | 6,577 | 271 | 4.3% | $1.47万 | 加仓 |
| RGLD | ROYAL GOLD INC | $36.90万 | 0.13% | 1,450 | 0 | 0.0% | — | 不变 |
| WINA | WINMARK CORP | $40.19万 | 0.14% | 940 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $41.80万 | 0.15% | 6,693 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $42.09万 | 0.15% | 1,970 | -135 | -6.4% | -$2.88万 | 减仓 |
| TTC | TORO CO | $43.75万 | 0.16% | 4,682 | -700 | -13.0% | -$6.54万 | 减仓 |
| RRC | RANGE RES CORP | $43.91万 | 0.16% | 9,720 | 9,720 | — | $43.91万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $44.22万 | 0.16% | 6,803 | -1,797 | -20.9% | -$11.68万 | 减仓 |
| AMAT | APPLIED MATLS INC | $47.17万 | 0.17% | 1,380 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $49.08万 | 0.18% | 20,090 | 2,100 | 11.7% | $5.13万 | 加仓 |
| RIG | TRANSOCEAN LTD | $50.26万 | 0.18% | 75,800 | -5,000 | -6.2% | -$3.31万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $54.97万 | 0.20% | 1,319 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $55.69万 | 0.20% | 1,275 | 1,275 | — | $55.69万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $56.51万 | 0.20% | 11,256 | 521 | 4.9% | $2.62万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $56.88万 | 0.20% | 3,086 | 1,138 | 58.4% | $20.98万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $57.62万 | 0.21% | 4,549 | 0 | 0.0% | — | 不变 |
| COLM | COLUMBIA SPORTSWEAR CO | $61.17万 | 0.22% | 11,160 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $62.31万 | 0.22% | 1,031 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $69.34万 | 0.25% | 10,462 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $71.68万 | 0.26% | 4,110 | -600 | -12.7% | -$10.46万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.26% | 1 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $72.87万 | 0.26% | 28,575 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $72.94万 | 0.26% | 4,299 | -138 | -3.1% | -$2.34万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $73.54万 | 0.26% | 2,500 | -65 | -2.5% | -$1.91万 | 减仓 |
| HD | HOME DEPOT INC | $75.58万 | 0.27% | 2,298 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $79.04万 | 0.28% | 3,634 | -215 | -5.6% | -$4.68万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $80.57万 | 0.29% | 4,645 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $80.89万 | 0.29% | 21,732 | -3,855 | -15.1% | -$14.35万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $83.73万 | 0.30% | 11,149 | 846 | 8.2% | $6.35万 | 加仓 |
| NICE | NICE LTD | $84.79万 | 0.30% | 7,690 | 1,660 | 27.5% | $18.30万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $87.45万 | 0.31% | 22,504 | 0 | 0.0% | — | 不变 |
| THO | THOR INDS INC | $87.50万 | 0.31% | 10,952 | -100 | -0.9% | -$7,989 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $88.23万 | 0.32% | 7,225 | 940 | 15.0% | $11.48万 | 加仓 |
| GOOGL | ALPHABET INC | $89.80万 | 0.32% | 3,123 | -400 | -11.4% | -$11.50万 | 减仓 |
| BAX | BAXTER INTL INC | $90.16万 | 0.32% | 53,666 | 22,560 | 72.5% | $37.90万 | 加仓 |
| INGR | INGREDION INC | $93.96万 | 0.34% | 8,340 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $103.79万 | 0.37% | 13,037 | -171 | -1.3% | -$1.36万 | 减仓 |
| KO | COCA COLA CO | $105.49万 | 0.38% | 13,871 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $111.60万 | 0.40% | 6,988 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $113.64万 | 0.41% | 23,311 | -6,984 | -23.1% | -$34.05万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $114.37万 | 0.41% | 6,887 | 87 | 1.3% | $1.44万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $117.70万 | 0.42% | 5,999 | 1,802 | 42.9% | $35.36万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $121.83万 | 0.44% | 144,180 | -3,000 | -2.0% | -$2.54万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $126.18万 | 0.45% | 2,567 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $131.14万 | 0.47% | 10,100 | 1,300 | 14.8% | $16.88万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $133.81万 | 0.48% | 23,215 | 495 | 2.2% | $2.85万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $142.87万 | 0.51% | 5,280 | -235 | -4.3% | -$6.36万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $145.79万 | 0.52% | 15,112 | -6,200 | -29.1% | -$59.81万 | 减仓 |
| DIS | DISNEY WALT CO | $154.15万 | 0.55% | 15,994 | -315 | -1.9% | -$3.04万 | 减仓 |
| PFE | PFIZER INC | $162.69万 | 0.58% | 57,937 | -4,858 | -7.7% | -$13.64万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $163.50万 | 0.59% | 33,552 | 33,552 | — | $163.50万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $164.23万 | 0.59% | 19,269 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $165.03万 | 0.59% | 9,677 | 9,677 | — | $165.03万 | 新建仓 |
| WMT | WALMART INC | $175.57万 | 0.63% | 14,127 | -560 | -3.8% | -$6.96万 | 减仓 |
| LOW | LOWES COS INC | $184.46万 | 0.66% | 7,807 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP | $187.64万 | 0.67% | 48,675 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $193.92万 | 0.70% | 34,753 | 9,950 | 40.1% | $55.52万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $204.33万 | 0.73% | 7,850 | -85 | -1.1% | -$2.21万 | 减仓 |
| MRK | MERCK & CO INC | $204.77万 | 0.73% | 17,023 | 195 | 1.2% | $2.35万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $246.10万 | 0.88% | 85,720 | 1,630 | 1.9% | $4.68万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $246.16万 | 0.88% | 11,649 | -56 | -0.5% | -$1.18万 | 减仓 |
| MAC | MACERICH CO | $246.38万 | 0.88% | 130,360 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $247.50万 | 0.89% | 11,894 | -200 | -1.7% | -$4.16万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $257.66万 | 0.92% | 23,471 | 150 | 0.6% | $1.65万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $271.04万 | 0.97% | 3,508 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $272.04万 | 0.98% | 37,905 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $299.11万 | 1.07% | 10,422 | -78 | -0.7% | -$2.24万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $313.81万 | 1.12% | 10,795 | -75 | -0.7% | -$2.18万 | 减仓 |