13F 机构持仓

Murphy & Mullick Capital Management Corp

SMITHTOWN NY · SEC CIK 0002047271

2026Q22026Q1 更早 9 个季度 🔒
$1.61亿2026Q2 申报市值
666持仓数
25.9%前十大占比 · 第一大 3.8%
26 / 86新建仓 / 清仓
申报市值走势$1.61亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 3.8%
SCHG 3.0%
TSLA 2.8%
AVGO 2.8%
AMD 2.5%
SCHM 2.5%
SCHV 2.3%
GOOGL 2.2%
SPY 2.0%
VT 2.0%

2026Q2 买入最多 按季末市值估算

SPTM 加仓+$68.12万
RSP 加仓+$52.83万
SPY 加仓+$50.48万
SCHX 加仓+$48.56万
DIA 加仓+$43.87万

2026Q2 卖出最多 按季末市值估算

MU 减仓-$57.02万
VCIT 减仓-$40.64万
NOW 减仓-$26.66万
MSFT 减仓-$18.43万
VCSH 减仓-$14.35万

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
CHTR CHARTER COMMUNICATIONS INC $4270.00%3 00.0% — 不变
AIG AMERICAN INTL GROUP INC $5220.00%7 -2-22.2% -$149 减仓
IONQ IONQ INC $5330.00%10 -200-95.2% -$1.07万 减仓
PJT PJT PARTNERS INC $6040.00%4 00.0% — 不变
BAH BOOZ ALLEN HAMILTON HLDG COR $6070.00%10 00.0% — 不变
KBH KB HOME $6260.00%10 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $6390.00%10 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $6660.00%20 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $6780.00%10 00.0% — 不变
ZG ZILLOW GROUP INC $7220.00%23 00.0% — 不变
ARKG ARK ETF TR $8410.00%20 00.0% — 不变
PNR PENTAIR PLC $8430.00%11 00.0% — 不变
CPB THE CAMPBELLS COMPANY $8900.00%40 00.0% — 不变
GIS GENERAL MILLS INC $9740.00%28 00.0% — 不变
— BARK INC $9980.00%100 100— $998 新建仓
ZTS ZOETIS INC $1,0060.00%14 00.0% — 不变
T AT&T INC $1,0980.00%53 -8-13.1% -$166 减仓
SJM SMUCKER J M CO $1,1250.00%10 00.0% — 不变
MCHI ISHARES TR $1,1950.00%23 00.0% — 不变
EXPE EXPEDIA GROUP INC $1,2790.00%5 00.0% — 不变
VTRS VIATRIS INC $1,3500.00%85 00.0% — 不变
DEC DIVERSIFIED ENERGY CO $1,3860.00%100 00.0% — 不变
ATHM AUTOHOME INC $1,4080.00%74 00.0% — 不变
AMGN AMGEN INC $1,4480.00%4 00.0% — 不变
SU SUNCOR ENERGY INC NEW $1,4490.00%27 00.0% — 不变
ARKW ARK ETF TR $1,4490.00%10 00.0% — 不变
Z ZILLOW GROUP INC $1,4500.00%46 -25-35.2% -$788 减仓
RACE FERRARI N V $1,4830.00%4 00.0% — 不变
HIMX HIMAX TECHNOLOGIES INC $1,5340.00%100 00.0% — 不变
XOP SPDR SERIES TRUST $1,5430.00%10 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $1,5880.00%5 00.0% — 不变
APA APA CORPORATION $1,6290.00%50 00.0% — 不变
IUSV ISHARES TR $1,7620.00%16 00.0% — 不变
DLR DIGITAL RLTY TR INC $1,7960.00%10 00.0% — 不变
SPDW SPDR INDEX SHS FDS $1,8640.00%37 00.0% — 不变
UFOX ETF SER SOLUTIONS $1,9010.00%20 00.0% — 不变
H HYATT HOTELS CORP $1,9380.00%10 00.0% — 不变
LH LABCORP HOLDINGS INC $1,9600.00%7 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $1,9650.00%4 00.0% — 不变
— AMPLIFY ETF TR $2,1370.00%83 00.0% — 不变
XLC SELECT SECTOR SPDR TR $2,1430.00%20 00.0% — 不变
IYT ISHARES TR $2,1690.00%25 00.0% — 不变
IXJ ISHARES TR $2,2630.00%23 00.0% — 不变
— GLOBAL X FDS $2,2740.00%100 00.0% — 不变
BIDU BAIDU INC $2,2860.00%20 00.0% — 不变
XSMO INVESCO EXCHANGE TRADED FD T $2,3410.00%25 00.0% — 不变
ATAT ATOUR LIFESTYLE HLDGS LTD $2,3850.00%75 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $2,3850.00%137 00.0% — 不变
WAB WABTEC $2,4270.00%9 00.0% — 不变
CMCSA COMCAST CORP NEW $2,4550.00%100 00.0% — 不变
GRAL GRAIL INC $2,7320.00%40 00.0% — 不变
PDD PDD HOLDINGS INC $2,7460.00%36 00.0% — 不变
SLI STANDARD LITHIUM CORP $2,7500.00%1,000 00.0% — 不变
DVN DEVON ENERGY CORP NEW $2,8920.00%70 00.0% — 不变
ZETA ZETA GLOBAL HOLDINGS CORP $2,9520.00%150 00.0% — 不变
WTAI WISDOMTREE TR $2,9910.00%63 00.0% — 不变
RWO SPDR INDEX SHS FDS $3,0820.00%62 00.0% — 不变
PYPL PAYPAL HLDGS INC $3,1090.00%72 -89-55.3% -$3,843 减仓
OKLO OKLO INC $3,1400.00%60 00.0% — 不变
YUM YUM BRANDS INC $3,1990.00%20 317.6% $480 加仓
SCHR SCHWAB STRATEGIC TR $3,3540.00%136 -186-57.8% -$4,587 减仓
MOH MOLINA HEALTHCARE INC $3,4310.00%15 -1-6.2% -$229 减仓
AMT AMERICAN TOWER CORP $3,4350.00%21 -10-32.3% -$1,636 减仓
PHO INVESCO EXCHANGE TRADED FD T $3,4540.00%50 50— $3,454 新建仓
— TOYO CO LTD $3,4750.00%500 500— $3,475 新建仓
ROIV ROIVANT SCIENCES LTD $3,5390.00%100 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $3,5630.00%50 00.0% — 不变
A AGILENT TECHNOLOGIES INC $3,5860.00%27 00.0% — 不变
WST WEST PHARMACEUTICAL SVSC INC $3,5900.00%10 00.0% — 不变
NVRI ENVIRI CORP $3,6440.00%166 166— $3,644 新建仓
WCN WASTE CONNECTIONS INC $3,6660.00%22 -3-12.0% -$500 减仓
DRAM ROUNDHILL ETF TRUST $3,6930.00%50 50— $3,693 新建仓
KSA ISHARES TR $3,7310.00%100 00.0% — 不变
GDX VANECK ETF TRUST $3,7730.00%50 00.0% — 不变
TRI THOMSON REUTERS CORP $3,8380.00%47 -1-2.1% -$82 减仓
BABA ALIBABA GROUP HLDG LTD $3,8390.00%40 -25-38.5% -$2,399 减仓
AA ALCOA CORP $3,9110.00%75 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $3,9260.00%26 26— $3,926 新建仓
PHG KONINKLIJKE PHILIPS N V $3,9700.00%146 146— $3,970 新建仓
RH RH $4,1180.00%25 00.0% — 不变
FVRR FIVERR INTL LTD $4,1280.00%400 00.0% — 不变
IYJ ISHARES TR $4,1660.00%25 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $4,2340.00%100 951,900.0% $4,022 加仓
SOLV SOLVENTUM CORP $4,2430.00%55 -2-3.5% -$154 减仓
DBD DIEBOLD NIXDORF INC $4,2510.00%50 00.0% — 不变
HPQ HP INC $4,2560.00%194 00.0% — 不变
IWV ISHARES TR $4,2640.00%10 00.0% — 不变
DRI DARDEN RESTAURANTS INC $4,3260.00%21 00.0% — 不变
PTLC PACER FDS TR $4,3700.00%75 00.0% — 不变
COIN COINBASE GLOBAL INC $4,3860.00%30 -20-40.0% -$2,924 减仓
RBRK RUBRIK INC. $4,4150.00%55 -5-8.3% -$401 减仓
BKR BAKER HUGHES COMPANY $4,4360.00%80 00.0% — 不变
MIR MIRION TECHNOLOGIES INC $4,4830.00%250 00.0% — 不变
SYM SYMBOTIC INC $4,4950.00%100 00.0% — 不变
— REX ETF TR $4,5040.00%200 00.0% — 不变
NOV NOV INC $4,5080.00%243 00.0% — 不变
SLV ISHARES SILVER TR $4,5450.00%85 00.0% — 不变
TJX TJX COS INC NEW $4,5450.00%30 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC $4,5510.00%13 00.0% — 不变
EXK ENDEAVOUR SILVER CORP $4,5540.00%550 00.0% — 不变