Murphy Pohlad Asset Management LLC
EDEN PRAIRIE MN · SEC CIK 0001569148
$2.87亿2026Q2 申报市值
135持仓数
25.5%前十大占比 · 第一大 3.7%
11 / 10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
NKE 新建仓+$195.54万
IFF 新建仓+$148.06万
INGR 加仓+$134.63万
ABT 加仓+$110.16万
ADP 新建仓+$104.36万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$836.03万
NVDA 清仓-$71.68万
LRCX 减仓-$62.40万
CSCO 减仓-$59.01万
CMCSA 减仓-$58.80万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -4,110 | -100.0% | -$71.68万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -2,350 | -100.0% | -$31.95万 | 清仓 |
| VUSB | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -6,280 | -100.0% | -$31.26万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -970 | -100.0% | -$30.02万 | 清仓 |
| SII | SPROTT INC | $0 | 0.00% | 0 | -1,800 | -100.0% | -$25.72万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -3,619 | -100.0% | -$23.20万 | 清仓 |
| CELC | CELCUITY INC | $0 | 0.00% | 0 | -1,900 | -100.0% | -$21.69万 | 清仓 |
| TDW | TIDEWATER INC NEW | $0 | 0.00% | 0 | -2,590 | -100.0% | -$21.64万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -2,877 | -100.0% | -$21.42万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -18,100 | -100.0% | -$19.91万 | 清仓 |
| — | ARQ INC | $2.55万 | 0.01% | 10,000 | -1,600 | -13.8% | -$4,080 | 减仓 |
| — | OSISKO DEVELOPMENT CORP | $3.94万 | 0.01% | 16,000 | 16,000 | — | $3.94万 | 新建仓 |
| — | LEE ENTERPRISES INC | $9.23万 | 0.03% | 10,300 | -1,100 | -9.6% | -$9,856 | 减仓 |
| EOG | EOG RES INC | $20.56万 | 0.07% | 1,585 | -50 | -3.1% | -$6,486 | 减仓 |
| USB | US BANCORP | $21.39万 | 0.07% | 3,541 | 3,541 | — | $21.39万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.53万 | 0.07% | 1,362 | 1,362 | — | $21.53万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $21.86万 | 0.08% | 2,027 | 2,027 | — | $21.86万 | 新建仓 |
| AHRT | AH RLTY TR INC | $22.40万 | 0.08% | 31,640 | 11,600 | 57.9% | $8.21万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $22.97万 | 0.08% | 530 | -1,440 | -73.1% | -$62.40万 | 减仓 |
| LKQ | LKQ CORP | $24.65万 | 0.09% | 9,363 | -473 | -4.8% | -$1.25万 | 减仓 |
| IAUX | I-80 GOLD CORP | $25.24万 | 0.09% | 175,300 | -23,500 | -11.8% | -$3.38万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $26.53万 | 0.09% | 1,092 | -532 | -32.8% | -$12.93万 | 减仓 |
| MRNA | MODERNA INC | $26.78万 | 0.09% | 3,824 | 3,824 | — | $26.78万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $27.06万 | 0.09% | 4,920 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.51万 | 0.10% | 576 | -27 | -4.5% | -$1.29万 | 减仓 |
| PSX | PHILLIPS 66 | $27.89万 | 0.10% | 1,650 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $29.27万 | 0.10% | 392 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $29.32万 | 0.10% | 3,215 | 3,215 | — | $29.32万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $30.50万 | 0.11% | 326 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $32.79万 | 0.11% | 1,466 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $33.04万 | 0.12% | 6,803 | 0 | 0.0% | — | 不变 |
| KOPN | KOPIN CORP | $33.51万 | 0.12% | 74,800 | -60,800 | -44.8% | -$27.24万 | 减仓 |
| RGLD | ROYAL GOLD INC | $35.23万 | 0.12% | 1,765 | 315 | 21.7% | $6.29万 | 加仓 |
| RRC | RANGE RES CORP | $35.63万 | 0.12% | 9,580 | -140 | -1.4% | -$5,207 | 减仓 |
| ENB | ENBRIDGE INC | $35.65万 | 0.12% | 6,577 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $36.09万 | 0.13% | 73,800 | -2,000 | -2.6% | -$9,780 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $36.94万 | 0.13% | 1,561 | -92 | -5.6% | -$2.18万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $37.75万 | 0.13% | 4,043 | 185 | 4.8% | $1.73万 | 加仓 |
| NICE | NICE LTD | $39.20万 | 0.14% | 4,315 | -3,375 | -43.9% | -$30.66万 | 减仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $39.24万 | 0.14% | 24,000 | -11,200 | -31.8% | -$18.31万 | 减仓 |
| WINA | WINMARK CORP | $39.77万 | 0.14% | 940 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $45.61万 | 0.16% | 4,682 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $45.83万 | 0.16% | 10,823 | -433 | -3.8% | -$1.83万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $46.79万 | 0.16% | 6,693 | 0 | 0.0% | — | 不变 |
| OSUR | ORASURE TECHNOLOGIES INC | $47.40万 | 0.17% | 106,267 | -9,600 | -8.3% | -$4.28万 | 减仓 |
| URI | UNITED RENTALS INC | $47.58万 | 0.17% | 420 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $47.59万 | 0.17% | 969 | -350 | -26.5% | -$17.19万 | 减仓 |
| WY | WEYERHAEUSER CO | $48.10万 | 0.17% | 20,090 | 0 | 0.0% | — | 不变 |
| THO | THOR INDS INC | $52.25万 | 0.18% | 6,952 | -4,000 | -36.5% | -$30.06万 | 减仓 |
| ADBE | ADOBE INC | $52.30万 | 0.18% | 2,551 | 2,551 | — | $52.30万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $52.53万 | 0.18% | 1,031 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $57.34万 | 0.20% | 2,901 | -185 | -6.0% | -$3.66万 | 减仓 |
| — | EXXON MOBIL CORP | $58.78万 | 0.20% | 4,299 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $59.91万 | 0.21% | 7,154 | -3,995 | -35.8% | -$33.46万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $63.48万 | 0.22% | 7,369 | -281 | -3.7% | -$2.42万 | 减仓 |
| GIS | GENERAL MILLS INC | $64.49万 | 0.22% | 18,532 | -3,200 | -14.7% | -$11.14万 | 减仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $68.99万 | 0.24% | 11,160 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $70.96万 | 0.25% | 4,549 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $73.79万 | 0.26% | 10,462 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.26% | 1 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $77.42万 | 0.27% | 4,645 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $81.05万 | 0.28% | 2,298 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $81.85万 | 0.29% | 2,500 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $85.16万 | 0.30% | 2,383 | -740 | -23.7% | -$26.45万 | 减仓 |
| AMAT | APPLIED MATLS INC | $85.17万 | 0.30% | 1,178 | -202 | -14.6% | -$14.60万 | 减仓 |
| ABBV | ABBVIE INC | $90.44万 | 0.31% | 3,594 | -40 | -1.1% | -$1.01万 | 减仓 |
| RYN | RAYONIER INC | $93.15万 | 0.32% | 43,775 | 43,775 | — | $93.15万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $99.83万 | 0.35% | 22,504 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $100.38万 | 0.35% | 7,225 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $104.36万 | 0.36% | 4,660 | 4,660 | — | $104.36万 | 新建仓 |
| TJX | TJX COS INC NEW | $105.87万 | 0.37% | 6,988 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $106.75万 | 0.37% | 12,917 | -120 | -0.9% | -$9,917 | 减仓 |
| CF | CF INDUSTRIES HOLD | $109.34万 | 0.38% | 10,100 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $112.73万 | 0.39% | 13,871 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $118.67万 | 0.41% | 2,367 | -200 | -7.8% | -$10.03万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $126.00万 | 0.44% | 5,781 | -218 | -3.6% | -$4.75万 | 减仓 |
| PFE | PFIZER INC | $126.13万 | 0.44% | 52,377 | -5,560 | -9.6% | -$13.39万 | 减仓 |
| BAX | BAXTER INTL INC | $128.78万 | 0.45% | 60,401 | 6,735 | 12.5% | $14.36万 | 加仓 |
| MOS | MOSAIC CO | $128.84万 | 0.45% | 60,800 | 32,225 | 112.8% | $68.28万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $129.19万 | 0.45% | 137,580 | -6,600 | -4.6% | -$6.20万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $129.71万 | 0.45% | 6,887 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $131.99万 | 0.46% | 23,164 | -147 | -0.6% | -$8,376 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $132.73万 | 0.46% | 12,092 | -3,020 | -20.0% | -$33.15万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $134.28万 | 0.47% | 23,215 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $137.66万 | 0.48% | 34,850 | 1,298 | 3.9% | $5.13万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $137.80万 | 0.48% | 15,186 | 12,140 | 398.6% | $110.16万 | 加仓 |
| DIS | DISNEY WALT CO | $146.00万 | 0.51% | 15,169 | -825 | -5.2% | -$7.94万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $148.06万 | 0.52% | 18,690 | 18,690 | — | $148.06万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $151.64万 | 0.53% | 61,768 | -23,952 | -27.9% | -$58.80万 | 减仓 |
| WMT | WALMART INC | $158.20万 | 0.55% | 13,967 | -160 | -1.1% | -$1.81万 | 减仓 |
| FISV | FISERV INC | $161.99万 | 0.56% | 33,025 | -1,728 | -5.0% | -$8.48万 | 减仓 |
| CNX | CNX RES CORP | $165.15万 | 0.58% | 48,675 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $172.14万 | 0.60% | 7,807 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $176.66万 | 0.62% | 19,269 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $195.54万 | 0.68% | 47,635 | 47,635 | — | $195.54万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $207.76万 | 0.72% | 22,783 | -688 | -2.9% | -$6.27万 | 减仓 |
| IQV | IQVIA HLDGS INC | $211.32万 | 0.74% | 10,937 | 1,260 | 13.0% | $24.35万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $212.32万 | 0.74% | 7,850 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $213.62万 | 0.74% | 22,555 | 14,215 | 170.4% | $134.63万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $218.74万 | 0.76% | 3,508 | 0 | 0.0% | — | 不变 |