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 |
|---|---|---|---|---|---|---|---|---|
| TGT | TARGET CORP | $325.66万 | 1.17% | 26,870 | 415 | 1.6% | $5.03万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $332.19万 | 1.19% | 13,589 | -205 | -1.5% | -$5.01万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $333.26万 | 1.19% | 90,022 | 90,022 | — | $333.26万 | 新建仓 |
| AMRZ | AMRIZE LTD | $333.38万 | 1.19% | 59,510 | 2,670 | 4.7% | $14.96万 | 加仓 |
| PEP | PEPSICO INC | $355.72万 | 1.28% | 22,907 | 39 | 0.2% | $6,056 | 加仓 |
| FHI | FEDERATED HERMES INC | $382.49万 | 1.37% | 67,446 | -150 | -0.2% | -$8,506 | 减仓 |
| KIM | KIMCO REALTY CORP | $386.93万 | 1.39% | 172,197 | -3,200 | -1.8% | -$7.19万 | 减仓 |
| AAPL | APPLE INC | $393.22万 | 1.41% | 15,494 | -60 | -0.4% | -$1.52万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $396.81万 | 1.42% | 52,732 | 580 | 1.1% | $4.36万 | 加仓 |
| CMI | CUMMINS INC | $402.76万 | 1.44% | 7,486 | 95 | 1.3% | $5.11万 | 加仓 |
| C | CITIGROUP INC | $409.95万 | 1.47% | 36,148 | -496 | -1.4% | -$5.63万 | 减仓 |
| MSFT | MICROSOFT CORP | $415.11万 | 1.49% | 11,214 | 30 | 0.3% | $1.11万 | 加仓 |
| GOOG | ALPHABET INC | $428.11万 | 1.53% | 14,924 | -465 | -3.0% | -$13.34万 | 减仓 |
| ALV | AUTOLIV INC | $429.95万 | 1.54% | 40,885 | -200 | -0.5% | -$2.10万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $444.58万 | 1.59% | 37,476 | -1,439 | -3.7% | -$17.07万 | 减仓 |
| NTR | NUTRIEN LTD | $446.91万 | 1.60% | 59,225 | -150 | -0.3% | -$1.13万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $447.35万 | 1.60% | 13,034 | -78 | -0.6% | -$2.68万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $453.29万 | 1.62% | 46,075 | -1,250 | -2.6% | -$12.30万 | 减仓 |
| FLS | FLOWSERVE CORP | $458.54万 | 1.64% | 62,378 | -1,200 | -1.9% | -$8.82万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $460.48万 | 1.65% | 31,880 | -1,505 | -4.5% | -$21.74万 | 减仓 |
| EMR | EMERSON ELEC CO | $468.99万 | 1.68% | 35,795 | -245 | -0.7% | -$3.21万 | 减仓 |
| VFC | V F CORP | $470.87万 | 1.69% | 277,145 | -2,000 | -0.7% | -$3.40万 | 减仓 |
| CSCO | CISCO SYS INC | $490.78万 | 1.76% | 63,253 | -55 | -0.1% | -$4,267 | 减仓 |
| UNP | UNION PAC CORP | $506.78万 | 1.82% | 20,888 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $534.44万 | 1.92% | 25,831 | 37 | 0.1% | $7,655 | 加仓 |
| INTC | INTEL CORP | $569.84万 | 2.04% | 129,127 | -13,982 | -9.8% | -$61.70万 | 减仓 |
| MDT | MEDTRONIC PLC | $573.77万 | 2.06% | 66,217 | -627 | -0.9% | -$5.43万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $580.48万 | 2.08% | 115,357 | 1,820 | 1.6% | $9.16万 | 加仓 |
| APA | APA CORPORATION | $597.06万 | 2.14% | 140,683 | 4,050 | 3.0% | $17.19万 | 加仓 |
| CTVA | CORTEVA INC | $626.21万 | 2.24% | 74,807 | -110 | -0.1% | -$9,208 | 减仓 |
| CCJ | CAMECO CORP | $630.37万 | 2.26% | 58,040 | -7,155 | -11.0% | -$77.71万 | 减仓 |
| SLB | SLB LIMITED | $651.88万 | 2.34% | 126,849 | 2,050 | 1.6% | $10.53万 | 加仓 |
| AGI | ALAMOS GOLD INC | $663.34万 | 2.38% | 149,300 | -1,140 | -0.8% | -$5.07万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $806.30万 | 2.89% | 16,826 | -166 | -1.0% | -$7.95万 | 减仓 |
| COP | CONOCOPHILLIPS | $903.20万 | 3.24% | 68,424 | -170 | -0.2% | -$2.24万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $931.63万 | 3.34% | 31,940 | -655 | -2.0% | -$19.11万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $932.47万 | 3.34% | 45,939 | -3,740 | -7.5% | -$75.91万 | 减仓 |