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 |
|---|---|---|---|---|---|---|---|---|
| OSUR | ORASURE TECHNOLOGIES INC | $47.40万 | 0.17% | 106,267 | -9,600 | -8.3% | -$4.28万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $46.79万 | 0.16% | 6,693 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $45.83万 | 0.16% | 10,823 | -433 | -3.8% | -$1.83万 | 减仓 |
| TTC | TORO CO | $45.61万 | 0.16% | 4,682 | 0 | 0.0% | — | 不变 |
| WINA | WINMARK CORP | $39.77万 | 0.14% | 940 | 0 | 0.0% | — | 不变 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $39.24万 | 0.14% | 24,000 | -11,200 | -31.8% | -$18.31万 | 减仓 |
| NICE | NICE LTD | $39.20万 | 0.14% | 4,315 | -3,375 | -43.9% | -$30.66万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $37.75万 | 0.13% | 4,043 | 185 | 4.8% | $1.73万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $36.94万 | 0.13% | 1,561 | -92 | -5.6% | -$2.18万 | 减仓 |
| RIG | TRANSOCEAN LTD | $36.09万 | 0.13% | 73,800 | -2,000 | -2.6% | -$9,780 | 减仓 |
| ENB | ENBRIDGE INC | $35.65万 | 0.12% | 6,577 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $35.63万 | 0.12% | 9,580 | -140 | -1.4% | -$5,207 | 减仓 |
| RGLD | ROYAL GOLD INC | $35.23万 | 0.12% | 1,765 | 315 | 21.7% | $6.29万 | 加仓 |
| KOPN | KOPIN CORP | $33.51万 | 0.12% | 74,800 | -60,800 | -44.8% | -$27.24万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $33.04万 | 0.12% | 6,803 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $32.79万 | 0.11% | 1,466 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $30.50万 | 0.11% | 326 | 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 |
| SPY | STATE STR SPDR S&P 500 ETF T | $29.27万 | 0.10% | 392 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $27.89万 | 0.10% | 1,650 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.51万 | 0.10% | 576 | -27 | -4.5% | -$1.29万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $27.06万 | 0.09% | 4,920 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $26.78万 | 0.09% | 3,824 | 3,824 | — | $26.78万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $26.53万 | 0.09% | 1,092 | -532 | -32.8% | -$12.93万 | 减仓 |
| IAUX | I-80 GOLD CORP | $25.24万 | 0.09% | 175,300 | -23,500 | -11.8% | -$3.38万 | 减仓 |
| LKQ | LKQ CORP | $24.65万 | 0.09% | 9,363 | -473 | -4.8% | -$1.25万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $22.97万 | 0.08% | 530 | -1,440 | -73.1% | -$62.40万 | 减仓 |
| AHRT | AH RLTY TR INC | $22.40万 | 0.08% | 31,640 | 11,600 | 57.9% | $8.21万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $21.86万 | 0.08% | 2,027 | 2,027 | — | $21.86万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.53万 | 0.07% | 1,362 | 1,362 | — | $21.53万 | 新建仓 |
| USB | US BANCORP | $21.39万 | 0.07% | 3,541 | 3,541 | — | $21.39万 | 新建仓 |
| EOG | EOG RES INC | $20.56万 | 0.07% | 1,585 | -50 | -3.1% | -$6,486 | 减仓 |
| — | LEE ENTERPRISES INC | $9.23万 | 0.03% | 10,300 | -1,100 | -9.6% | -$9,856 | 减仓 |
| — | OSISKO DEVELOPMENT CORP | $3.94万 | 0.01% | 16,000 | 16,000 | — | $3.94万 | 新建仓 |
| — | ARQ INC | $2.55万 | 0.01% | 10,000 | -1,600 | -13.8% | -$4,080 | 减仓 |
| 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 |