Murphy, Middleton, Hinkle & Parker, Inc.
Thomasville GA · SEC CIK 0001730521
$2.16亿2026Q1 申报市值
133持仓数
33.1%前十大占比 · 第一大 4.7%
6 / 89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
SCHG 加仓+$987.20万
JNJ 加仓+$578.52万
SPY 加仓+$486.25万
KO 加仓+$302.67万
HEDG 新建仓+$269.35万
2026Q1 卖出最多 按季末市值估算
MCK 减仓-$9,993.02万
BRK/B 减仓-$3,764.88万
BNY 减仓-$1,658.37万
HD 减仓-$1,183.95万
NVR 清仓-$1,161.01万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $1,010.06万 | 4.68% | 346,743 | 338,895 | 4,318.2% | $987.20万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $998.16万 | 4.63% | 327,265 | 21,139 | 6.9% | $64.47万 | 重新持有 |
| EFA | ISHARES TR | $836.37万 | 3.88% | 86,108 | 3,582 | 4.3% | $34.79万 | 重新持有 |
| IDV | ISHARES TR | $731.61万 | 3.39% | 171,901 | 16,171 | 10.4% | $68.82万 | 重新持有 |
| WMT | WALMART INC | $633.70万 | 2.94% | 50,989 | 260 | 0.5% | $3.23万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $633.47万 | 2.94% | 25,915 | 23,667 | 1,052.8% | $578.52万 | 加仓 |
| CCBG | CAPITAL CITY BANK | $627.04万 | 2.91% | 144,279 | -4,912 | -3.3% | -$21.35万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $617.87万 | 2.86% | 9,501 | 7,477 | 369.4% | $486.25万 | 加仓 |
| AAPL | APPLE INC | $527.42万 | 2.44% | 20,782 | 2 | 0.0% | $508 | 重新持有 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $520.58万 | 2.41% | 8,441 | -77 | -0.9% | -$4.75万 | 重新持有 |
| DVY | ISHARES TR | $516.70万 | 2.39% | 34,126 | 569 | 1.7% | $8.62万 | 重新持有 |
| CAT | CATERPILLAR INC | $510.87万 | 2.37% | 7,211 | -99 | -1.4% | -$7.01万 | 重新持有 |
| MSFT | MICROSOFT CORP | $497.70万 | 2.31% | 13,445 | 571 | 4.4% | $21.14万 | 重新持有 |
| HD | HOME DEPOT INC | $490.47万 | 2.27% | 14,913 | -35,999 | -70.7% | -$1,183.95万 | 减仓 |
| BP | BP PLC | $359.14万 | 1.66% | 76,412 | 50,900 | 199.5% | $239.23万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 1.66% | 5 | 0 | 0.0% | — | 重新持有 |
| LLY | ELI LILLY & CO | $344.87万 | 1.60% | 3,750 | -136 | -3.5% | -$12.51万 | 重新持有 |
| KO | COCA COLA CO | $341.58万 | 1.58% | 44,915 | 39,799 | 777.9% | $302.67万 | 加仓 |
| SO | SOUTHERN CO | $303.80万 | 1.41% | 31,475 | -1,241 | -3.8% | -$11.98万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $288.45万 | 1.34% | 22,029 | -252 | -1.1% | -$3.30万 | 重新持有 |
| HEDG | SERIES PORTFOLIOS TR | $269.35万 | 1.25% | 92,945 | 92,945 | — | $269.35万 | 新建仓 |
| IVV | ISHARES TR | $259.48万 | 1.20% | 3,972 | 0 | 0.0% | — | 重新持有 |
| VWO | VANGUARD INTL EQUITY INDEX F | $254.93万 | 1.18% | 47,166 | -715 | -1.5% | -$3.86万 | 重新持有 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $246.60万 | 1.14% | 138,460 | 22,883 | 19.8% | $40.75万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $243.68万 | 1.13% | 16,870 | 1,988 | 13.4% | $28.72万 | 加仓 |
| CVX | CHEVRON CORPORATION | $232.33万 | 1.08% | 11,229 | 3 | 0.0% | $621 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $226.71万 | 1.05% | 4,731 | -78,566 | -94.3% | -$3,764.88万 | 减仓 |
| IWN | ISHARES TR | $200.47万 | 0.93% | 10,574 | 509 | 5.1% | $9.65万 | 加仓 |
| IJK | ISHARES TR | $199.15万 | 0.92% | 19,792 | 1,558 | 8.5% | $15.68万 | 重新持有 |
| TXN | TEXAS INSTRS INC | $195.41万 | 0.91% | 10,065 | 0 | 0.0% | — | 重新持有 |
| SCHD | SCHWAB STRATEGIC TR | $188.79万 | 0.87% | 61,534 | 20,996 | 51.8% | $64.42万 | 重新持有 |
| SCHM | SCHWAB STRATEGIC TR | $185.33万 | 0.86% | 59,862 | 389 | 0.7% | $1.20万 | 重新持有 |
| EMR | EMERSON ELEC CO | $182.67万 | 0.85% | 13,942 | -32,525 | -70.0% | -$426.15万 | 减仓 |
| GPC | GENUINE PARTS CO | $181.69万 | 0.84% | 17,181 | 0 | 0.0% | — | 重新持有 |
| IJH | ISHARES TR | $175.08万 | 0.81% | 25,926 | -957 | -3.6% | -$6.46万 | 重新持有 |
| — | EXXON MOBIL CORP | $169.68万 | 0.79% | 10,001 | 154 | 1.6% | $2.61万 | 重新持有 |
| TT | TRANE TECHNOLOGIES PLC | $166.03万 | 0.77% | 3,984 | 12 | 0.3% | $5,001 | 加仓 |
| CAH | CARDINAL HEALTH INC | $165.85万 | 0.77% | 7,848 | 0 | 0.0% | — | 重新持有 |
| IWO | ISHARES TR | $160.99万 | 0.75% | 5,130 | 491 | 10.6% | $15.41万 | 重新持有 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $160.45万 | 0.74% | 35,814 | 417 | 1.2% | $1.87万 | 重新持有 |
| IJJ | ISHARES TR | $159.11万 | 0.74% | 12,009 | 1,179 | 10.9% | $15.62万 | 重新持有 |
| — | HONEYWELL INTL INC | $158.18万 | 0.73% | 6,998 | -4,541 | -39.4% | -$102.64万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $149.54万 | 0.69% | 23,337 | -47 | -0.2% | -$3,012 | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $145.56万 | 0.67% | 6,005 | -5 | -0.1% | -$1,212 | 重新持有 |
| AMZN | AMAZON COM INC | $137.94万 | 0.64% | 6,623 | 138 | 2.1% | $2.87万 | 加仓 |
| DIS | DISNEY WALT CO | $130.87万 | 0.61% | 13,579 | -343 | -2.5% | -$3.31万 | 重新持有 |
| IVW | ISHARES TR | $130.56万 | 0.61% | 11,543 | 9 | 0.1% | $1,018 | 重新持有 |
| WM | WASTE MGMT INC DEL | $129.52万 | 0.60% | 5,637 | 3,061 | 118.8% | $70.33万 | 加仓 |
| AMGN | AMGEN INC | $128.81万 | 0.60% | 3,661 | 32 | 0.9% | $1.13万 | 重新持有 |
| MRK | MERCK & CO INC | $125.85万 | 0.58% | 10,463 | 6,346 | 154.1% | $76.33万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $125.19万 | 0.58% | 43,050 | 35,839 | 497.0% | $104.22万 | 加仓 |
| BAC | BANK AMERICA CORP | $124.45万 | 0.58% | 25,527 | 240 | 0.9% | $1.17万 | 重新持有 |
| VYM | VANGUARD WHITEHALL FDS | $123.90万 | 0.57% | 8,366 | 300 | 3.7% | $4.44万 | 重新持有 |
| AFL | AFLAC INC | $123.08万 | 0.57% | 11,219 | -304 | -2.6% | -$3.34万 | 重新持有 |
| NNN | NNN REIT INC | $122.95万 | 0.57% | 29,253 | -1,213 | -4.0% | -$5.10万 | 重新持有 |
| WFC | WELLS FARGO & CO | $122.21万 | 0.57% | 15,351 | -4 | -0.0% | -$318 | 重新持有 |
| QQQ | INVESCO QQQ TR | $121.37万 | 0.56% | 2,103 | -14,715 | -87.5% | -$849.21万 | 减仓 |
| GOOG | ALPHABET INC | $112.48万 | 0.52% | 3,921 | -338 | -7.9% | -$9.70万 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $110.49万 | 0.51% | 3,219 | 1 | 0.0% | $343 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $110.35万 | 0.51% | 21,982 | 16,325 | 288.6% | $81.95万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $108.35万 | 0.50% | 23,039 | 6,097 | 36.0% | $28.67万 | 重新持有 |
| SCHF | SCHWAB STRATEGIC TR | $102.25万 | 0.47% | 41,315 | 30,244 | 273.2% | $74.85万 | 加仓 |
| GOOGL | ALPHABET INC | $99.44万 | 0.46% | 3,458 | -1,563 | -31.1% | -$44.95万 | 减仓 |
| CSCO | CISCO SYS INC | $96.57万 | 0.45% | 12,446 | -319 | -2.5% | -$2.48万 | 重新持有 |
| TGT | TARGET CORP | $94.72万 | 0.44% | 7,815 | -306 | -3.8% | -$3.71万 | 重新持有 |
| MMM | 3M CO | $93.83万 | 0.43% | 6,461 | 3 | 0.0% | $436 | 重新持有 |
| PFE | PFIZER INC | $93.20万 | 0.43% | 33,190 | -263 | -0.8% | -$7,385 | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $91.36万 | 0.42% | 3,106 | 104 | 3.5% | $3.06万 | 重新持有 |
| MRSH | MARSH & MCLENNAN COS INC | $87.09万 | 0.40% | 5,021 | -70 | -1.4% | -$1.21万 | 重新持有 |
| IVE | ISHARES TR | $86.94万 | 0.40% | 4,118 | -145 | -3.4% | -$3.06万 | 重新持有 |
| GE | GE AEROSPACE | $85.00万 | 0.39% | 2,996 | 0 | 0.0% | — | 重新持有 |
| EMB | ISHARES TR | $81.55万 | 0.38% | 8,682 | -253 | -2.8% | -$2.38万 | 重新持有 |
| SCHE | SCHWAB STRATEGIC TR | $79.88万 | 0.37% | 24,242 | 3,511 | 16.9% | $11.57万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $79.02万 | 0.37% | 1,706 | -6,812 | -80.0% | -$315.52万 | 减仓 |
| INTC | INTEL CORP | $74.84万 | 0.35% | 16,959 | 16,954 | 339,080.0% | $74.82万 | 加仓 |
| PEP | PEPSICO INC | $74.76万 | 0.35% | 4,814 | -30,789 | -86.5% | -$478.16万 | 减仓 |
| QCOM | QUALCOMM INC | $72.86万 | 0.34% | 5,657 | 0 | 0.0% | — | 重新持有 |
| IDA | IDACORP INC | $70.73万 | 0.33% | 4,947 | 0 | 0.0% | — | 重新持有 |
| CB | CHUBB LTD SWITZ | $69.49万 | 0.32% | 2,132 | -1,087 | -33.8% | -$35.43万 | 减仓 |
| IWM | ISHARES TR | $68.05万 | 0.32% | 2,744 | -10 | -0.4% | -$2,480 | 重新持有 |
| TFC | TRUIST FINL CORP | $65.40万 | 0.30% | 14,227 | 9,533 | 203.1% | $43.82万 | 加仓 |
| ENB | ENBRIDGE INC | $62.36万 | 0.29% | 11,519 | 0 | 0.0% | — | 重新持有 |
| GEV | GE VERNOVA INC | $62.33万 | 0.29% | 714 | 0 | 0.0% | — | 重新持有 |
| FMB | FIRST TR EXCH TRADED FD III | $61.81万 | 0.29% | 12,200 | 0 | 0.0% | — | 重新持有 |
| V | VISA INC | $60.57万 | 0.28% | 2,004 | 28 | 1.4% | $8,463 | 重新持有 |
| PLTR | PALANTIR TECHNOLOGIES INC | $60.25万 | 0.28% | 4,119 | 232 | 6.0% | $3.39万 | 重新持有 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $59.05万 | 0.27% | 14,555 | 357 | 2.5% | $1.45万 | 重新持有 |
| IWB | ISHARES TR | $58.30万 | 0.27% | 1,635 | 0 | 0.0% | — | 重新持有 |
| FLO | FLOWERS FOODS INC | $55.27万 | 0.26% | 67,815 | 16,349 | 31.8% | $13.32万 | 重新持有 |
| UNP | UNION PAC CORP | $54.20万 | 0.25% | 2,234 | 0 | 0.0% | — | 重新持有 |
| ORCL | ORACLE CORP | $52.81万 | 0.24% | 3,590 | 6 | 0.2% | $883 | 重新持有 |
| VBK | VANGUARD INDEX FDS | $52.02万 | 0.24% | 1,721 | 54 | 3.2% | $1.63万 | 重新持有 |
| META | META PLATFORMS INC | $51.87万 | 0.24% | 907 | -25 | -2.7% | -$1.43万 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $48.56万 | 0.23% | 8,007 | -200 | -2.4% | -$1.21万 | 重新持有 |
| IYY | ISHARES TR | $47.53万 | 0.22% | 3,000 | -7,743 | -72.1% | -$122.69万 | 减仓 |
| MDT | MEDTRONIC PLC | $46.01万 | 0.21% | 5,310 | -6,653 | -55.6% | -$57.65万 | 减仓 |
| DOW | DOW HLDGS INC | $45.88万 | 0.21% | 11,016 | -501 | -4.4% | -$2.09万 | 重新持有 |
| ED | CONSOLIDATED EDISON INC | $45.18万 | 0.21% | 3,992 | -128 | -3.1% | -$1.45万 | 重新持有 |
| MCD | MCDONALDS CORP | $45.16万 | 0.21% | 1,453 | -72 | -4.7% | -$2.24万 | 重新持有 |
| ESGU | ISHARES TR | $45.03万 | 0.21% | 3,184 | -8,044 | -71.6% | -$113.76万 | 减仓 |