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 |
|---|---|---|---|---|---|---|---|---|
| TRV | TRAVELERS COMPANIES INC | $1,051.10万 | 3.66% | 31,840 | -100 | -0.3% | -$3.30万 | 减仓 |
| INTC | INTEL CORP | $966.97万 | 3.37% | 69,252 | -59,875 | -46.4% | -$836.03万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $816.94万 | 2.85% | 16,326 | -500 | -3.0% | -$25.02万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $711.49万 | 2.48% | 45,864 | -75 | -0.2% | -$1.16万 | 减仓 |
| COP | CONOCOPHILLIPS | $705.88万 | 2.46% | 67,899 | -525 | -0.8% | -$5.46万 | 减仓 |
| CSCO | CISCO SYS INC | $683.96万 | 2.38% | 58,229 | -5,024 | -7.9% | -$59.01万 | 减仓 |
| CTVA | CORTEVA INC | $631.85万 | 2.20% | 74,607 | -200 | -0.3% | -$1.69万 | 减仓 |
| SLB | SLB LIMITED | $594.64万 | 2.07% | 127,907 | 1,058 | 0.8% | $4.92万 | 加仓 |
| CCJ | CAMECO CORP | $585.08万 | 2.04% | 57,440 | -600 | -1.0% | -$6.11万 | 减仓 |
| UNP | UNION PAC CORP | $567.07万 | 1.97% | 20,848 | -40 | -0.2% | -$1.09万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $533.55万 | 1.86% | 36,896 | -580 | -1.5% | -$8.39万 | 减仓 |
| EMR | EMERSON ELEC CO | $512.41万 | 1.78% | 35,795 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $509.82万 | 1.78% | 14,429 | -495 | -3.3% | -$17.49万 | 减仓 |
| MDT | MEDTRONIC PLC | $501.60万 | 1.75% | 64,119 | -2,098 | -3.2% | -$16.41万 | 减仓 |
| CMI | CUMMINS INC | $498.96万 | 1.74% | 6,996 | -490 | -6.5% | -$34.95万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $493.48万 | 1.72% | 45,905 | -170 | -0.4% | -$1.83万 | 减仓 |
| C | CITIGROUP INC | $492.22万 | 1.71% | 35,168 | -980 | -2.7% | -$13.72万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $480.93万 | 1.67% | 116,392 | 1,035 | 0.9% | $4.28万 | 加仓 |
| ALV | AUTOLIV INC | $473.78万 | 1.65% | 40,783 | -102 | -0.2% | -$1.18万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $467.49万 | 1.63% | 31,880 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $461.72万 | 1.61% | 13,034 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC | $461.65万 | 1.61% | 152,160 | 2,860 | 1.9% | $8.68万 | 加仓 |
| FLS | FLOWSERVE CORP | $461.11万 | 1.61% | 62,178 | -200 | -0.3% | -$1.48万 | 减仓 |
| VFC | V F CORP | $460.86万 | 1.60% | 276,295 | -850 | -0.3% | -$1.42万 | 减仓 |
| APA | APA CORPORATION | $458.97万 | 1.60% | 140,918 | 235 | 0.2% | $7,654 | 加仓 |
| AAPL | APPLE INC | $445.45万 | 1.55% | 15,394 | -100 | -0.6% | -$2.89万 | 减仓 |
| KIM | KIMCO REALTY CORP | $436.52万 | 1.52% | 172,197 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $428.17万 | 1.49% | 25,831 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $416.09万 | 1.45% | 11,154 | -60 | -0.5% | -$2.24万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $392.27万 | 1.37% | 52,632 | -100 | -0.2% | -$7,453 | 减仓 |
| NTR | NUTRIEN LTD | $387.17万 | 1.35% | 61,505 | 2,280 | 3.8% | $14.35万 | 加仓 |
| FHI | FEDERATED HERMES INC | $368.43万 | 1.28% | 66,721 | -725 | -1.1% | -$4.00万 | 减仓 |
| TGT | TARGET CORP | $351.01万 | 1.22% | 26,874 | 4 | 0.0% | $522 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $345.14万 | 1.20% | 13,589 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $327.87万 | 1.14% | 10,422 | 0 | 0.0% | — | 不变 |
| MAC | MACERICH CO | $326.36万 | 1.14% | 129,560 | -800 | -0.6% | -$2.02万 | 减仓 |
| AMRZ | AMRIZE LTD | $325.16万 | 1.13% | 61,005 | 1,495 | 2.5% | $7.97万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $324.36万 | 1.13% | 90,076 | 54 | 0.1% | $1,945 | 加仓 |
| PEP | PEPSICO INC | $312.94万 | 1.09% | 23,112 | 205 | 0.9% | $2.78万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $299.26万 | 1.04% | 37,905 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $292.09万 | 1.02% | 11,863 | -31 | -0.3% | -$7,633 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $281.36万 | 0.98% | 10,765 | -30 | -0.3% | -$7,841 | 减仓 |
| CAH | CARDINAL HEALTH INC | $263.91万 | 0.92% | 11,109 | -540 | -4.6% | -$12.83万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $219.46万 | 0.76% | 5,280 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $218.75万 | 0.76% | 17,023 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $218.74万 | 0.76% | 3,508 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $213.62万 | 0.74% | 22,555 | 14,215 | 170.4% | $134.63万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $212.32万 | 0.74% | 7,850 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $211.32万 | 0.74% | 10,937 | 1,260 | 13.0% | $24.35万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $207.76万 | 0.72% | 22,783 | -688 | -2.9% | -$6.27万 | 减仓 |
| NKE | NIKE INC | $195.54万 | 0.68% | 47,635 | 47,635 | — | $195.54万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $176.66万 | 0.62% | 19,269 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $172.14万 | 0.60% | 7,807 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP | $165.15万 | 0.58% | 48,675 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $161.99万 | 0.56% | 33,025 | -1,728 | -5.0% | -$8.48万 | 减仓 |
| WMT | WALMART INC | $158.20万 | 0.55% | 13,967 | -160 | -1.1% | -$1.81万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $151.64万 | 0.53% | 61,768 | -23,952 | -27.9% | -$58.80万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $148.06万 | 0.52% | 18,690 | 18,690 | — | $148.06万 | 新建仓 |
| DIS | DISNEY WALT CO | $146.00万 | 0.51% | 15,169 | -825 | -5.2% | -$7.94万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $137.80万 | 0.48% | 15,186 | 12,140 | 398.6% | $110.16万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $137.66万 | 0.48% | 34,850 | 1,298 | 3.9% | $5.13万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $134.28万 | 0.47% | 23,215 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $132.73万 | 0.46% | 12,092 | -3,020 | -20.0% | -$33.15万 | 减仓 |
| BAC | BANK OF AMER CORP | $131.99万 | 0.46% | 23,164 | -147 | -0.6% | -$8,376 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $129.71万 | 0.45% | 6,887 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $129.19万 | 0.45% | 137,580 | -6,600 | -4.6% | -$6.20万 | 减仓 |
| MOS | MOSAIC CO | $128.84万 | 0.45% | 60,800 | 32,225 | 112.8% | $68.28万 | 加仓 |
| BAX | BAXTER INTL INC | $128.78万 | 0.45% | 60,401 | 6,735 | 12.5% | $14.36万 | 加仓 |
| PFE | PFIZER INC | $126.13万 | 0.44% | 52,377 | -5,560 | -9.6% | -$13.39万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $126.00万 | 0.44% | 5,781 | -218 | -3.6% | -$4.75万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $118.67万 | 0.41% | 2,367 | -200 | -7.8% | -$10.03万 | 减仓 |
| KO | COCA COLA CO | $112.73万 | 0.39% | 13,871 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $109.34万 | 0.38% | 10,100 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $106.75万 | 0.37% | 12,917 | -120 | -0.9% | -$9,917 | 减仓 |
| TJX | TJX COS INC NEW | $105.87万 | 0.37% | 6,988 | 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 |
| MAA | MID-AMER APT CMNTYS INC | $100.38万 | 0.35% | 7,225 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $99.83万 | 0.35% | 22,504 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $93.15万 | 0.32% | 43,775 | 43,775 | — | $93.15万 | 新建仓 |
| ABBV | ABBVIE INC | $90.44万 | 0.31% | 3,594 | -40 | -1.1% | -$1.01万 | 减仓 |
| AMAT | APPLIED MATLS INC | $85.17万 | 0.30% | 1,178 | -202 | -14.6% | -$14.60万 | 减仓 |
| GOOGL | ALPHABET INC | $85.16万 | 0.30% | 2,383 | -740 | -23.7% | -$26.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $81.85万 | 0.29% | 2,500 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $81.05万 | 0.28% | 2,298 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $77.42万 | 0.27% | 4,645 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.26% | 1 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $73.79万 | 0.26% | 10,462 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $70.96万 | 0.25% | 4,549 | 0 | 0.0% | — | 不变 |
| COLM | COLUMBIA SPORTSWEAR CO | $68.99万 | 0.24% | 11,160 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $64.49万 | 0.22% | 18,532 | -3,200 | -14.7% | -$11.14万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $63.48万 | 0.22% | 7,369 | -281 | -3.7% | -$2.42万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $59.91万 | 0.21% | 7,154 | -3,995 | -35.8% | -$33.46万 | 减仓 |
| — | EXXON MOBIL CORP | $58.78万 | 0.20% | 4,299 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $57.34万 | 0.20% | 2,901 | -185 | -6.0% | -$3.66万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $52.53万 | 0.18% | 1,031 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $52.30万 | 0.18% | 2,551 | 2,551 | — | $52.30万 | 新建仓 |
| THO | THOR INDS INC | $52.25万 | 0.18% | 6,952 | -4,000 | -36.5% | -$30.06万 | 减仓 |
| WY | WEYERHAEUSER CO | $48.10万 | 0.17% | 20,090 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $47.59万 | 0.17% | 969 | -350 | -26.5% | -$17.19万 | 减仓 |
| URI | UNITED RENTALS INC | $47.58万 | 0.17% | 420 | 0 | 0.0% | — | 不变 |