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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $218.75万 | 0.76% | 17,023 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $219.46万 | 0.76% | 5,280 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $263.91万 | 0.92% | 11,109 | -540 | -4.6% | -$12.83万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $281.36万 | 0.98% | 10,765 | -30 | -0.3% | -$7,841 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $292.09万 | 1.02% | 11,863 | -31 | -0.3% | -$7,633 | 减仓 |
| EL | LAUDER ESTEE COS INC | $299.26万 | 1.04% | 37,905 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $312.94万 | 1.09% | 23,112 | 205 | 0.9% | $2.78万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $324.36万 | 1.13% | 90,076 | 54 | 0.1% | $1,945 | 加仓 |
| AMRZ | AMRIZE LTD | $325.16万 | 1.13% | 61,005 | 1,495 | 2.5% | $7.97万 | 加仓 |
| MAC | MACERICH CO | $326.36万 | 1.14% | 129,560 | -800 | -0.6% | -$2.02万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $327.87万 | 1.14% | 10,422 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $345.14万 | 1.20% | 13,589 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $351.01万 | 1.22% | 26,874 | 4 | 0.0% | $522 | 加仓 |
| FHI | FEDERATED HERMES INC | $368.43万 | 1.28% | 66,721 | -725 | -1.1% | -$4.00万 | 减仓 |
| NTR | NUTRIEN LTD | $387.17万 | 1.35% | 61,505 | 2,280 | 3.8% | $14.35万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $392.27万 | 1.37% | 52,632 | -100 | -0.2% | -$7,453 | 减仓 |
| MSFT | MICROSOFT CORP | $416.09万 | 1.45% | 11,154 | -60 | -0.5% | -$2.24万 | 减仓 |
| CVX | CHEVRON CORPORATION | $428.17万 | 1.49% | 25,831 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $436.52万 | 1.52% | 172,197 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $445.45万 | 1.55% | 15,394 | -100 | -0.6% | -$2.89万 | 减仓 |
| APA | APA CORPORATION | $458.97万 | 1.60% | 140,918 | 235 | 0.2% | $7,654 | 加仓 |
| VFC | V F CORP | $460.86万 | 1.60% | 276,295 | -850 | -0.3% | -$1.42万 | 减仓 |
| FLS | FLOWSERVE CORP | $461.11万 | 1.61% | 62,178 | -200 | -0.3% | -$1.48万 | 减仓 |
| AGI | ALAMOS GOLD INC | $461.65万 | 1.61% | 152,160 | 2,860 | 1.9% | $8.68万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $461.72万 | 1.61% | 13,034 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $467.49万 | 1.63% | 31,880 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $473.78万 | 1.65% | 40,783 | -102 | -0.2% | -$1.18万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $480.93万 | 1.67% | 116,392 | 1,035 | 0.9% | $4.28万 | 加仓 |
| C | CITIGROUP INC | $492.22万 | 1.71% | 35,168 | -980 | -2.7% | -$13.72万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $493.48万 | 1.72% | 45,905 | -170 | -0.4% | -$1.83万 | 减仓 |
| CMI | CUMMINS INC | $498.96万 | 1.74% | 6,996 | -490 | -6.5% | -$34.95万 | 减仓 |
| MDT | MEDTRONIC PLC | $501.60万 | 1.75% | 64,119 | -2,098 | -3.2% | -$16.41万 | 减仓 |
| GOOG | ALPHABET INC | $509.82万 | 1.78% | 14,429 | -495 | -3.3% | -$17.49万 | 减仓 |
| EMR | EMERSON ELEC CO | $512.41万 | 1.78% | 35,795 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $533.55万 | 1.86% | 36,896 | -580 | -1.5% | -$8.39万 | 减仓 |
| UNP | UNION PAC CORP | $567.07万 | 1.97% | 20,848 | -40 | -0.2% | -$1.09万 | 减仓 |
| CCJ | CAMECO CORP | $585.08万 | 2.04% | 57,440 | -600 | -1.0% | -$6.11万 | 减仓 |
| SLB | SLB LIMITED | $594.64万 | 2.07% | 127,907 | 1,058 | 0.8% | $4.92万 | 加仓 |
| CTVA | CORTEVA INC | $631.85万 | 2.20% | 74,607 | -200 | -0.3% | -$1.69万 | 减仓 |
| CSCO | CISCO SYS INC | $683.96万 | 2.38% | 58,229 | -5,024 | -7.9% | -$59.01万 | 减仓 |
| COP | CONOCOPHILLIPS | $705.88万 | 2.46% | 67,899 | -525 | -0.8% | -$5.46万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $711.49万 | 2.48% | 45,864 | -75 | -0.2% | -$1.16万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $816.94万 | 2.85% | 16,326 | -500 | -3.0% | -$25.02万 | 减仓 |
| INTC | INTEL CORP | $966.97万 | 3.37% | 69,252 | -59,875 | -46.4% | -$836.03万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $1,051.10万 | 3.66% | 31,840 | -100 | -0.3% | -$3.30万 | 减仓 |