MRP Capital Investments, LLC
ALPHARETTA GA · SEC CIK 0001964831
$1.36亿2026Q2 申报市值
223持仓数
34.2%前十大占比 · 第一大 5.3%
21 / 17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
SNEX 加仓+$101.61万
DRS 加仓+$78.94万
GOOGL 加仓+$47.53万
IWM 加仓+$47.32万
ECHO 加仓+$40.60万
2026Q2 卖出最多 按季末市值估算
STRL 减仓-$247.78万
BE 减仓-$123.05万
GSAT 清仓-$98.89万
DELL 减仓-$96.43万
GLD 减仓-$63.69万
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 |
|---|---|---|---|---|---|---|---|---|
| FNDE | SCHWAB STRATEGIC TR | $104.53万 | 0.77% | 26,343 | 760 | 3.0% | $3.02万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $107.55万 | 0.79% | 29,475 | 1,300 | 4.6% | $4.74万 | 重新持有 |
| CAH | CARDINAL HEALTH INC | $114.62万 | 0.84% | 4,825 | 150 | 3.2% | $3.56万 | 加仓 |
| PFE | PFIZER INC | $115.21万 | 0.85% | 47,847 | 84 | 0.2% | $2,023 | 加仓 |
| SOLV | SOLVENTUM CORP | $118.85万 | 0.88% | 15,405 | 60 | 0.4% | $4,629 | 加仓 |
| CME | CME GROUP INC | $121.90万 | 0.90% | 5,520 | 50 | 0.9% | $1.10万 | 加仓 |
| MP | MP MATERIALS CORP | $122.80万 | 0.91% | 21,925 | -1,050 | -4.6% | -$5.88万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $145.18万 | 1.07% | 45,568 | -8,052 | -15.0% | -$25.65万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $146.17万 | 1.08% | 2,870 | -75 | -2.5% | -$3.82万 | 减仓 |
| DRS | LEONARDO DRS INC | $146.25万 | 1.08% | 34,275 | 18,500 | 117.3% | $78.94万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $152.91万 | 1.13% | 199,100 | 1,000 | 0.5% | $7,680 | 加仓 |
| NU | NU HLDGS LTD | $157.41万 | 1.16% | 117,825 | -525 | -0.4% | -$7,014 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $157.48万 | 1.16% | 6,201 | 15 | 0.2% | $3,809 | 加仓 |
| TOL | TOLL BROTHERS INC | $170.33万 | 1.26% | 10,339 | 351 | 3.5% | $5.78万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $174.20万 | 1.28% | 16,395 | -725 | -4.2% | -$7.70万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $178.07万 | 1.31% | 55,700 | -8,805 | -13.7% | -$28.15万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $179.58万 | 1.32% | 15,392 | 325 | 2.2% | $3.79万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $189.25万 | 1.40% | 3,810 | -115 | -2.9% | -$5.71万 | 减仓 |
| VLO | VALERO ENERGY CORP | $213.93万 | 1.58% | 8,214 | -2,125 | -20.6% | -$55.34万 | 减仓 |
| META | META PLATFORMS INC | $264.32万 | 1.95% | 4,693 | 26 | 0.6% | $1.46万 | 加仓 |
| BE | BLOOM ENERGY CORP | $273.94万 | 2.02% | 9,050 | -4,065 | -31.0% | -$123.05万 | 减仓 |
| MSFT | MICROSOFT CORP | $274.42万 | 2.02% | 7,357 | 403 | 5.8% | $15.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $276.56万 | 2.04% | 13,822 | -249 | -1.8% | -$4.98万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $277.04万 | 2.04% | 14,233 | -500 | -3.4% | -$9.73万 | 减仓 |
| AMZN | AMAZON COM INC | $283.91万 | 2.09% | 11,912 | -1,245 | -9.5% | -$29.67万 | 减仓 |
| TSLA | TESLA INC | $289.08万 | 2.13% | 6,873 | 130 | 1.9% | $5.47万 | 加仓 |
| GLD | SPDR GOLD TR | $293.34万 | 2.16% | 7,963 | -1,729 | -17.8% | -$63.69万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $301.39万 | 2.22% | 9,208 | -73 | -0.8% | -$2.39万 | 减仓 |
| WMT | WALMART INC | $317.04万 | 2.34% | 27,992 | 1,096 | 4.1% | $12.41万 | 加仓 |
| AAPL | APPLE INC | $343.02万 | 2.53% | 11,854 | -25 | -0.2% | -$7,234 | 减仓 |
| LLY | ELI LILLY & CO | $351.71万 | 2.59% | 2,932 | -45 | -1.5% | -$5.40万 | 减仓 |
| SNEX | STONEX GROUP INC | $354.71万 | 2.61% | 29,933 | 8,575 | 40.1% | $101.61万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $371.71万 | 2.74% | 10,900 | 933 | 9.4% | $31.82万 | 加仓 |
| FTNT | FORTINET INC | $416.97万 | 3.07% | 27,143 | -1,263 | -4.4% | -$19.40万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $424.13万 | 3.13% | 5,053 | -2,952 | -36.9% | -$247.78万 | 减仓 |
| GOOG | ALPHABET INC | $446.06万 | 3.29% | 12,625 | -640 | -4.8% | -$22.61万 | 减仓 |
| ALAB | ASTERA LABS INC | $461.04万 | 3.40% | 9,545 | -1,075 | -10.1% | -$51.92万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $493.59万 | 3.64% | 11,440 | -2,235 | -16.3% | -$96.43万 | 减仓 |
| IJR | ISHARES TR | $594.87万 | 4.38% | 40,110 | -276 | -0.7% | -$4.09万 | 减仓 |
| IVV | ISHARES TR | $721.03万 | 5.31% | 9,628 | -17 | -0.2% | -$1.27万 | 减仓 |