MRP Capital Investments, LLC
ALPHARETTA GA · SEC CIK 0001964831
$1.15亿2026Q1 申报市值
210持仓数
32.6%前十大占比 · 第一大 5.5%
26 / 11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
VRTX 加仓+$175.09万
FNDE 新建仓+$97.88万
BITB 加仓+$41.30万
BE 加仓+$30.69万
ALB 加仓+$30.43万
2026Q1 卖出最多 按季末市值估算
INDA 减仓-$72.49万
GOOGL 减仓-$64.99万
CEF 减仓-$60.25万
NFLX 减仓-$41.12万
MP 减仓-$37.76万
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 |
|---|---|---|---|---|---|---|---|---|
| LUMN | LUMEN TECHNOLOGIES INC | $137.68万 | 1.20% | 198,100 | 26,750 | 15.6% | $18.59万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $151.20万 | 1.32% | 6,186 | 91 | 1.5% | $2.22万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $159.79万 | 1.39% | 9,967 | -228 | -2.2% | -$3.66万 | 减仓 |
| CME | CME GROUP INC | $161.56万 | 1.41% | 5,470 | 145 | 2.7% | $4.28万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $167.01万 | 1.45% | 17,120 | 960 | 5.9% | $9.36万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $175.27万 | 1.53% | 3,925 | 3,921 | 98,025.0% | $175.09万 | 加仓 |
| BE | BLOOM ENERGY CORP | $177.70万 | 1.55% | 13,115 | 2,265 | 20.9% | $30.69万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $197.38万 | 1.72% | 53,620 | 11,220 | 26.5% | $41.30万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $200.89万 | 1.75% | 2,945 | -9 | -0.3% | -$6,139 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $216.28万 | 1.88% | 64,505 | 1,055 | 1.7% | $3.54万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $220.40万 | 1.92% | 15,067 | -1,413 | -8.6% | -$20.67万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $224.45万 | 1.96% | 13,675 | -302 | -2.2% | -$4.96万 | 减仓 |
| FTNT | FORTINET INC | $232.13万 | 2.02% | 28,406 | -1,500 | -5.0% | -$12.26万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $245.41万 | 2.14% | 14,071 | 286 | 2.1% | $4.99万 | 加仓 |
| TSLA | TESLA INC | $250.67万 | 2.18% | 6,743 | 275 | 4.3% | $10.22万 | 加仓 |
| VLO | VALERO ENERGY CORP | $255.46万 | 2.23% | 10,339 | -45 | -0.4% | -$1.11万 | 减仓 |
| MSFT | MICROSOFT CORP | $257.43万 | 2.24% | 6,954 | 263 | 3.9% | $9.74万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $264.93万 | 2.31% | 8,005 | -45 | -0.6% | -$1.49万 | 减仓 |
| META | META PLATFORMS INC | $267.05万 | 2.33% | 4,667 | -29 | -0.6% | -$1.66万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $273.02万 | 2.38% | 9,281 | 245 | 2.7% | $7.21万 | 加仓 |
| LLY | ELI LILLY & CO | $273.84万 | 2.39% | 2,977 | 70 | 2.4% | $6.44万 | 加仓 |
| AMZN | AMAZON COM INC | $274.02万 | 2.39% | 13,157 | 1,312 | 11.1% | $27.33万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $301.27万 | 2.62% | 14,733 | -200 | -1.3% | -$4.09万 | 减仓 |
| AAPL | APPLE INC | $301.48万 | 2.63% | 11,879 | -642 | -5.1% | -$16.29万 | 减仓 |
| SNEX | STONEX GROUP INC | $326.02万 | 2.84% | 21,358 | 1,477 | 7.4% | $22.55万 | 加仓 |
| WMT | WALMART INC | $334.26万 | 2.91% | 26,896 | -149 | -0.6% | -$1.85万 | 减仓 |
| GOOG | ALPHABET INC | $380.50万 | 3.31% | 13,265 | -386 | -2.8% | -$11.07万 | 减仓 |
| GLD | SPDR GOLD TR | $417.04万 | 3.63% | 9,692 | 145 | 1.5% | $6.24万 | 加仓 |
| IJR | ISHARES TR | $502.04万 | 4.37% | 40,386 | 1,086 | 2.8% | $13.50万 | 加仓 |
| IVV | ISHARES TR | $630.00万 | 5.49% | 9,645 | 1 | 0.0% | $653 | 加仓 |