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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $721.03万 | 5.31% | 9,628 | -17 | -0.2% | -$1.27万 | 减仓 |
| IJR | ISHARES TR | $594.87万 | 4.38% | 40,110 | -276 | -0.7% | -$4.09万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $493.59万 | 3.64% | 11,440 | -2,235 | -16.3% | -$96.43万 | 减仓 |
| ALAB | ASTERA LABS INC | $461.04万 | 3.40% | 9,545 | -1,075 | -10.1% | -$51.92万 | 减仓 |
| GOOG | ALPHABET INC | $446.06万 | 3.29% | 12,625 | -640 | -4.8% | -$22.61万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $424.13万 | 3.13% | 5,053 | -2,952 | -36.9% | -$247.78万 | 减仓 |
| FTNT | FORTINET INC | $416.97万 | 3.07% | 27,143 | -1,263 | -4.4% | -$19.40万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $371.71万 | 2.74% | 10,900 | 933 | 9.4% | $31.82万 | 加仓 |
| SNEX | STONEX GROUP INC | $354.71万 | 2.61% | 29,933 | 8,575 | 40.1% | $101.61万 | 加仓 |
| LLY | ELI LILLY & CO | $351.71万 | 2.59% | 2,932 | -45 | -1.5% | -$5.40万 | 减仓 |
| AAPL | APPLE INC | $343.02万 | 2.53% | 11,854 | -25 | -0.2% | -$7,234 | 减仓 |
| WMT | WALMART INC | $317.04万 | 2.34% | 27,992 | 1,096 | 4.1% | $12.41万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $301.39万 | 2.22% | 9,208 | -73 | -0.8% | -$2.39万 | 减仓 |
| GLD | SPDR GOLD TR | $293.34万 | 2.16% | 7,963 | -1,729 | -17.8% | -$63.69万 | 减仓 |
| TSLA | TESLA INC | $289.08万 | 2.13% | 6,873 | 130 | 1.9% | $5.47万 | 加仓 |
| AMZN | AMAZON COM INC | $283.91万 | 2.09% | 11,912 | -1,245 | -9.5% | -$29.67万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $277.04万 | 2.04% | 14,233 | -500 | -3.4% | -$9.73万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $276.56万 | 2.04% | 13,822 | -249 | -1.8% | -$4.98万 | 减仓 |
| MSFT | MICROSOFT CORP | $274.42万 | 2.02% | 7,357 | 403 | 5.8% | $15.03万 | 加仓 |
| BE | BLOOM ENERGY CORP | $273.94万 | 2.02% | 9,050 | -4,065 | -31.0% | -$123.05万 | 减仓 |
| META | META PLATFORMS INC | $264.32万 | 1.95% | 4,693 | 26 | 0.6% | $1.46万 | 加仓 |
| VLO | VALERO ENERGY CORP | $213.93万 | 1.58% | 8,214 | -2,125 | -20.6% | -$55.34万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $189.25万 | 1.40% | 3,810 | -115 | -2.9% | -$5.71万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $179.58万 | 1.32% | 15,392 | 325 | 2.2% | $3.79万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $178.07万 | 1.31% | 55,700 | -8,805 | -13.7% | -$28.15万 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $174.20万 | 1.28% | 16,395 | -725 | -4.2% | -$7.70万 | 减仓 |
| TOL | TOLL BROTHERS INC | $170.33万 | 1.26% | 10,339 | 351 | 3.5% | $5.78万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $157.48万 | 1.16% | 6,201 | 15 | 0.2% | $3,809 | 加仓 |
| NU | NU HLDGS LTD | $157.41万 | 1.16% | 117,825 | -525 | -0.4% | -$7,014 | 重新持有 |
| LUMN | LUMEN TECHNOLOGIES INC | $152.91万 | 1.13% | 199,100 | 1,000 | 0.5% | $7,680 | 加仓 |
| DRS | LEONARDO DRS INC | $146.25万 | 1.08% | 34,275 | 18,500 | 117.3% | $78.94万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $146.17万 | 1.08% | 2,870 | -75 | -2.5% | -$3.82万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $145.18万 | 1.07% | 45,568 | -8,052 | -15.0% | -$25.65万 | 减仓 |
| MP | MP MATERIALS CORP | $122.80万 | 0.91% | 21,925 | -1,050 | -4.6% | -$5.88万 | 减仓 |
| CME | CME GROUP INC | $121.90万 | 0.90% | 5,520 | 50 | 0.9% | $1.10万 | 加仓 |
| SOLV | SOLVENTUM CORP | $118.85万 | 0.88% | 15,405 | 60 | 0.4% | $4,629 | 加仓 |
| PFE | PFIZER INC | $115.21万 | 0.85% | 47,847 | 84 | 0.2% | $2,023 | 加仓 |
| CAH | CARDINAL HEALTH INC | $114.62万 | 0.84% | 4,825 | 150 | 3.2% | $3.56万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $107.55万 | 0.79% | 29,475 | 1,300 | 4.6% | $4.74万 | 重新持有 |
| FNDE | SCHWAB STRATEGIC TR | $104.53万 | 0.77% | 26,343 | 760 | 3.0% | $3.02万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $99.88万 | 0.74% | 11,380 | 900 | 8.6% | $7.90万 | 加仓 |
| MPC | MARATHON PETE CORP | $90.12万 | 0.66% | 3,525 | -1,130 | -24.3% | -$28.89万 | 减仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $88.27万 | 0.65% | 15,675 | -400 | -2.5% | -$2.25万 | 减仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $87.25万 | 0.64% | 41,134 | -1,500 | -3.5% | -$3.18万 | 减仓 |
| AMAT | APPLIED MATLS INC | $87.12万 | 0.64% | 1,205 | 445 | 58.6% | $32.17万 | 加仓 |
| CAT | CATERPILLAR INC | $82.00万 | 0.60% | 770 | -25 | -3.1% | -$2.66万 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $79.99万 | 0.59% | 21,000 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $79.34万 | 0.58% | 3,559 | -20 | -0.6% | -$4,458 | 减仓 |
| GOOGL | ALPHABET INC | $76.12万 | 0.56% | 2,130 | 1,330 | 166.2% | $47.53万 | 加仓 |
| BAC | BANK OF AMER CORP | $74.07万 | 0.55% | 13,000 | 1,000 | 8.3% | $5.70万 | 加仓 |
| AGG | ISHARES TR | $70.13万 | 0.52% | 7,085 | 19 | 0.3% | $1,881 | 加仓 |
| IWM | ISHARES TR | $69.70万 | 0.51% | 2,320 | 1,575 | 211.4% | $47.32万 | 加仓 |
| TFLO | ISHARES TR | $64.30万 | 0.47% | 12,700 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $61.41万 | 0.45% | 6,050 | 4,000 | 195.1% | $40.60万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $60.15万 | 0.44% | 2,988 | -2,369 | -44.2% | -$47.69万 | 减仓 |
| SMR | NUSCALE PWR CORP | $52.11万 | 0.38% | 51,950 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO EXCH TRADED FD TR II | $51.42万 | 0.38% | 21,861 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $50.50万 | 0.37% | 3,740 | 120 | 3.3% | $1.62万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $48.77万 | 0.36% | 2,905 | 280 | 10.7% | $4.70万 | 加仓 |
| IAU | ISHARES GOLD TR | $47.19万 | 0.35% | 6,250 | 750 | 13.6% | $5.66万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $46.77万 | 0.34% | 500 | 0 | 0.0% | — | 不变 |
| CWCO | CONSOLIDATED WATER CO INC | $44.91万 | 0.33% | 15,225 | 350 | 2.4% | $1.03万 | 重新持有 |
| RPRX | ROYALTY PHARMA PLC | $44.86万 | 0.33% | 8,000 | -200 | -2.4% | -$1.12万 | 重新持有 |
| HD | HOME DEPOT INC | $44.61万 | 0.33% | 1,265 | -200 | -13.7% | -$7.05万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $42.55万 | 0.31% | 2,000 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $41.23万 | 0.30% | 650 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $41.05万 | 0.30% | 6,000 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $39.96万 | 0.29% | 346 | 200 | 137.0% | $23.10万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $37.64万 | 0.28% | 4,450 | 3,650 | 456.2% | $30.87万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $35.27万 | 0.26% | 7,000 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $34.55万 | 0.25% | 7,590 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $34.31万 | 0.25% | 5,915 | 200 | 3.5% | $1.16万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $33.66万 | 0.25% | 6,750 | -4,200 | -38.4% | -$20.94万 | 减仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $33.28万 | 0.25% | 12,800 | 12,700 | 12,700.0% | $33.02万 | 重新持有 |
| SPG | SIMON PPTY GROUP INC NEW | $32.99万 | 0.24% | 1,475 | 25 | 1.7% | $5,591 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $29.33万 | 0.22% | 290 | 35 | 13.7% | $3.54万 | 加仓 |
| IWF | ISHARES TR | $29.20万 | 0.22% | 2,352 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $29.19万 | 0.22% | 2,646 | -2,325 | -46.8% | -$25.65万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $26.57万 | 0.20% | 805 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $24.66万 | 0.18% | 1,300 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $23.54万 | 0.17% | 650 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $23.41万 | 0.17% | 1,712 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $22.97万 | 0.17% | 6,206 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $21.28万 | 0.16% | 12,250 | -8,750 | -41.7% | -$15.20万 | 减仓 |
| SNOW | SNOWFLAKE INC | $20.36万 | 0.15% | 800 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $18.67万 | 0.14% | 1,500 | -1,895 | -55.8% | -$23.58万 | 重新持有 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $18.24万 | 0.13% | 5,000 | -100 | -2.0% | -$3,648 | 减仓 |
| CHCO | CITY HLDG CO | $16.57万 | 0.12% | 1,249 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $16.31万 | 0.12% | 82 | -28 | -25.5% | -$5.57万 | 重新持有 |
| — | EPR PPTYS | $16.12万 | 0.12% | 5,075 | 700 | 16.0% | $2.22万 | 加仓 |
| INDA | ISHARES TR | $15.76万 | 0.12% | 3,191 | -1,857 | -36.8% | -$9.17万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $15.52万 | 0.11% | 325 | 100 | 44.4% | $4.78万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $15.26万 | 0.11% | 200 | -100 | -33.3% | -$7.63万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $15.23万 | 0.11% | 204 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $14.97万 | 0.11% | 2,800 | 2,300 | 460.0% | $12.30万 | 加仓 |
| PFF | ISHARES TR | $14.45万 | 0.11% | 4,739 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $14.36万 | 0.11% | 1,500 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $14.20万 | 0.10% | 650 | 25 | 4.0% | $5,462 | 加仓 |
| IEFA | ISHARES TR | $13.01万 | 0.10% | 1,347 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $12.88万 | 0.09% | 512 | 0 | 0.0% | — | 不变 |