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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $42.09万 | 0.15% | 1,970 | -135 | -6.4% | -$2.88万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $41.80万 | 0.15% | 6,693 | 0 | 0.0% | — | 不变 |
| WINA | WINMARK CORP | $40.19万 | 0.14% | 940 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $36.90万 | 0.13% | 1,450 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $35.61万 | 0.13% | 6,577 | 271 | 4.3% | $1.47万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $35.55万 | 0.13% | 1,653 | 55 | 3.4% | $1.18万 | 加仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $35.31万 | 0.13% | 35,200 | -21,600 | -38.0% | -$21.66万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $35.28万 | 0.13% | 1,624 | 241 | 17.4% | $5.24万 | 加仓 |
| OSUR | ORASURE TECHNOLOGIES INC | $34.76万 | 0.12% | 115,867 | 1,000 | 0.9% | $3,000 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $34.13万 | 0.12% | 3,858 | 1,200 | 45.1% | $10.62万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $32.48万 | 0.12% | 326 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $31.95万 | 0.11% | 2,350 | 2,350 | — | $31.95万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $31.27万 | 0.11% | 3,046 | -183 | -5.7% | -$1.88万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $31.26万 | 0.11% | 6,280 | 500 | 8.7% | $2.49万 | 加仓 |
| URI | UNITED RENTALS INC | $30.60万 | 0.11% | 420 | 0 | 0.0% | — | 不变 |
| KOPN | KOPIN CORP | $30.51万 | 0.11% | 135,600 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP | $30.22万 | 0.11% | 198,800 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $30.06万 | 0.11% | 1,650 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $30.02万 | 0.11% | 970 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $28.89万 | 0.10% | 9,836 | 1,020 | 11.6% | $3.00万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $27.35万 | 0.10% | 1,466 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC | $25.72万 | 0.09% | 1,800 | 1,800 | — | $25.72万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $25.49万 | 0.09% | 392 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $23.84万 | 0.09% | 4,920 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $23.64万 | 0.08% | 1,635 | 1,635 | — | $23.64万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $23.20万 | 0.08% | 3,619 | 3,619 | — | $23.20万 | 新建仓 |
| CELC | CELCUITY INC | $21.69万 | 0.08% | 1,900 | -4,700 | -71.2% | -$53.65万 | 减仓 |
| TDW | TIDEWATER INC NEW | $21.64万 | 0.08% | 2,590 | 2,590 | — | $21.64万 | 新建仓 |
| DEO | DIAGEO PLC | $21.42万 | 0.08% | 2,877 | -75 | -2.5% | -$5,584 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.38万 | 0.07% | 603 | 603 | — | $20.38万 | 新建仓 |
| CNH | CNH INDL N V | $19.91万 | 0.07% | 18,100 | -5,800 | -24.3% | -$6.38万 | 减仓 |
| AHRT | AH RLTY TR INC | $11.02万 | 0.04% | 20,040 | 9,000 | 81.5% | $4.95万 | 加仓 |
| — | LEE ENTERPRISES INC | $9.82万 | 0.04% | 11,400 | -800 | -6.6% | -$6,888 | 重新持有 |
| — | ARQ INC | $2.97万 | 0.01% | 11,600 | 0 | 0.0% | — | 不变 |
| 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 |